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Learning and Development ...a unit of Organizational Effectiveness

New Faculty/Staff Orientation NEW FACULTY/STAFF ORIENTATION

 

Departmental Orientation Model >> Developing a Plan >> Sample Training Plan

Sample Orientation and Plan for Clerk III-
Eloise in the Development Office

This includes:

General phone use including transfer, hold, forwarding calls, checking for messages and changing voice mail. The expectation is that you will be able to field all incoming calls on the main line as a backup for Sierra.

For each item listed below, please check with a date and both parties' initials to indicate that training has occurred.

You may download a table template for use in your department (Word.doc format)

Responsible
Person(s)
Supervisor/Staff to
Provide Training
Job Tasks to Receive Information
and/or Requiring Training
Date
Initials
Sierra

Different types of calls to be aware of:

  • Calls re: registration process
  • Course information, time/place/space available/cost
  • Information regarding who is responsible for what and where different types of calls should be forwarded
  • Award programs
  • Special Events/Seminars/Conferences
  • Resource Center information and Check out
  • Training Room scheduling
  • CD ROM Training and Scheduling
  • Orientation
    
Sierra
Other routine departmental business:
  • Mail distribution/date stamping
  • Class registration procedures.
  • Overview of database, course folders, future scheduling
  • Course closings and evaluations
  • Mailing List updates on Eudora
  • Training Room Scheduling-Corporate Time, Guidelines for Scheduling, AV Equipment
  • Shared Drive
    
Lily

Overview of Resource Center: Searchable Web Application

  • How to file books/tapes/audios
  • How to check out materials
  • What to do with payments
  • Scheduling video previews/AV equipment
    
Grace

Trainers’ Network Overview:

  • Email address mailing list
  • Meeting notices
  • Minutes
  • Philosophy-mission
   
Lily

Meetings for Rhonda

  • Corp Time
  • Emails
   
Lily & Ken
Front Desk
  • Transfer our phones
  • Log hours Meet with Ken
    
Lily

7 Habits

  • Certificates
    
Sierra

CD ROM Training:

  • How tutorials work
  • Where schedule is posted
  • ”Black out dates”
  • Opportunity to spend time using the tutorial of your choice
    
Sierra

Special Events:

  • Customer service expectations
  • Registration deadlines/availability
    
Grace

For Fee Events

  • What is scheduled for this fiscal year
  • Calendar
  • Evaluations
    
Sierra

New Faculty/Staff Orientation:

  • Information
   
Grace
Newsletter
  • General Information
   
Rhonda
Overview of Programs
  • The Annual Report for 2001-02
  • Mary Jo Small Award
  • Staff Tuition Grant
  • Tuition Assistance Program
  • Professional Development Award
  • Career Development Series
  • Staff Development Website
  • Budgets
   
Eloise
Self-Directed Training
  • CD-Rom
  • Setting up CorpTime meeting
    
Lily
SkillSoft
  • General Information
    
All Staff
General Discussion regarding upcoming Fall Events, For Fee Events, Regular Classes, Special Series