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First 30 Days — Tickable Checklist

This is the single page the project coordinator (and the onboarding mentor) ticks through. Everything they're expected to do in the first 30 days lives here. Detailed module content is in onboarding_plan.md; this is the operational scorecard.

How to use it: - Project Coordinator checks the box when they've done the thing - the onboarding mentor confirms at the Thursday GROW - Anything unchecked by its target day becomes a topic in the next GROW

Day 1 — Land

  • [ ] Logged into email, Slack, Box, Asana, PSA
  • [ ] Slack profile complete (photo, full name, role, timezone)
  • [ ] Joined Slack channels: #revops, #general, #interns, assigned client channel(s)
  • [ ] Asana for Slack integration set up
  • [ ] Day 1 meetings done: David welcome, onboarding mentor kickoff, Bill project briefing
  • [ ] Read welcome_intern.md and this checklist end to end
  • [ ] Wrote three questions to bring to next 1:1 with your onboarding mentor

Days 2-5 — Week 1: Who We Are

Days 6-10 — Week 2: The Toolkit

  • [ ] Watched all 12 Asana tutorial videos in HR - L&D/Asana/
  • [ ] Stood up personal Asana project Onboarding - <name> with this checklist imported as tasks
  • [ ] Posted first weekly status update using Asana's Updates + 4 Blockers format
  • [ ] Compared two live RevOps Asana boards (SocialClimb, Aqfer) — wrote 1-page comparison
  • [ ] Compared three engagement Box folders against the standard 4-subfolder structure
  • [ ] Observed one full deck-builder bot prompt-to-deck cycle from your onboarding mentor or Bill
  • [ ] Logged this week's time in PSA
  • [ ] Read asana_kanban_waterfall_primer.md + watched first 20 min of the Jan 2023 PMO All-Hands
  • [ ] Second GROW meeting completed

Days 11-15 — Week 3: RevOps Domain

  • [ ] Read all three Cortado RevOps Execution System playbooks:
  • [ ] eHouse_ClientSuccessPlaybook.pptx
  • [ ] Worksuite_Sales_Playbook_08082023.pptx
  • [ ] Quin_PipelineInspectionProcess_20250314.pptx
  • [ ] Read three client-engagement playbooks (Crownpeak, EverAg, Aqfer or CCL)
  • [ ] Wrote "what stays the same vs. what changes across RevOps engagements" (1 page)
  • [ ] Shadowed one 1099 kickoff call (your onboarding mentor or Bill running)
  • [ ] Drafted 1099 onboarding checklist (Tier 1 idle backlog #2)
  • [ ] Third GROW meeting completed

Days 16-20 — Week 4: Doing the Job

  • [ ] Stood up actual or synthetic project plan in Excel using the GTM Project Plan Template
  • [ ] Same project plan populated as Asana board with workstreams, milestones, dependencies
  • [ ] Wrote first three weekly status updates for the assigned engagement (reviewed by the onboarding mentor)
  • [ ] Named owner of the Steerco operational pack for the assigned engagement
  • [ ] Practiced GROW coaching exercise from the Job Aid — coached the onboarding mentor through a topic
  • [ ] Fourth GROW meeting completed

Day 30 — Formal Review

  • [ ] All above boxes ticked or explained
  • [ ] At least one usable artifact landed in the firm's knowledge base
  • [ ] Bill or the EM has given the onboarding mentor direct feedback on the project coordinator
  • [ ] Day 30 review meeting scheduled (Onboarding mentor + David + Bill)
  • [ ] Project Coordinator has prepared their own self-assessment against the rubric in mentor_check_in_template.md

The "must be true" list at Day 30

If any of these are not true at Day 30, the formal review pauses to address them before deciding on continuation:

  • [ ] Project Coordinator can navigate Asana without help
  • [ ] Project Coordinator can write a BLUF status update without coaching
  • [ ] Project Coordinator is showing up to the GROW meetings prepared with their own topic
  • [ ] Project Coordinator has voiced at least one piece of upward feedback about the curriculum, tooling, or onboarding
  • [ ] Project Coordinator's Asana board for their engagement is current and accurate

Outcome of Day 30

One of three:

  • [ ] Continue toward Day 60 — they're on track
  • [ ] Extend curriculum — gap is in the basics, give 2 more weeks before live ownership
  • [ ] End early — fit isn't there; close out gracefully with a clean reference