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→ Onboarding
Plug-and-play team onboarding system that will save you HOURS and ensures your new team member is set up for success, without draining your time (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist).
Team Onboarding Standard Operating Procedure (SOP)
Company Handbook: your new team member’s bible on the essential information about your company, ways of working, expectations and key processes.
Password Management Standard Operating Procedure (SOP): essential in protecting your (and your client's data)
Time Tracking Standard Operating Procedure (SOP): to provide you with valuable data on your ROI for tasks and protect your profit margins
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→ Team Management
A Team Management System that will save you HOURS - your bible to stay on top of the admin that comes with managing a team (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist). Includes:
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◦ Team Calendar
◦ Recurring admin tasks for your team and you to perform to keep everything running smoothly
◦ Team database so you never forget their birthday or work anniversary!
Role scorecards: to support high performance from your team members and provide them valuable feedback in a structured and easy-to-follow manner
Team Feedback Form: to see how your team rate the working environment, check they are happy and what opportunities they can spot
Difficult conversation scripts: which come with the territory of managing a team!
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→ Offboarding
Plug-and-play team offboarding system that will save you HOURS and protect your business data (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist)
Team Offboarding Standard Operating Procedure (SOP)
Team Offboarding Feedback Form: an incredible opportunity to get obtain feedback about what’s going well and where the opportunities for improvement are
Offboarding Email Templates: to ensure clear communication and contract compliance
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Not only am I saving time from having organised systems in place, but I have so much extra headspace not having to worry about missing things.
Founder + Creative Lead, Ocean Digital Studio