PAC New Member On-boarding Process: Welcome Letter, Presentation, and Tracking Log
TOOLS
- Tracking Log: PAC Onboarding Log
- On-boarding Presentation (will need regular updates - re-post after revisions): PAC Onboarding Presentation August 2018.pptx
- New Member Welcome Letter TEMPLATE (will need regular updates - re-post after revisions): Welcome to AgGateway PA Council March 2019.docx
- Sample New Member Welcome Letter (sent to new member SGS North America, Inc. on 3/13/2019): SGS Welcome to AgGateway PA Council March 2019.pdf
- Sample Email Message (sent to new member SGS North America, Inc. on 3/13/2019): Welcome to the AgGateway Precision Ag Council, SGS North America!.pdf
NOTE: Replace Shannon Haringx in the above chain of events with "PAC Communications Chair."
Project Leader / Product Owner Does:
- Maintain a list of tasks within each product (kanban board) that need resources to engage and assign one or more tasks to the newcomer to ensure continued involvement
- Assign a mentor to periodically touch base with newcomer to ensure they are continuing engagement and have an understanding of what is going on with respective activities
Project Leader / Scrum Master Does:
- Ensure newcomer is included in conference calls
- Each product team maintains a list of members on home page - be sure newcomer is added
- Get newcomer added to respective mailing lists
Project Leader / PAC Communications Chair Does:
- Provide a general "welcome to AgGateway Precision Ag Council" email with a personalized copy (PDF before sending) of the New Member Welcome Letter.
- Ask the new member for their key interests and what time they would like to set up a call to talk about the PAC and their specific company/organization needs and interests.
- If they reply that they want to discuss, contact to set up session with appropriate AgGateway subject matter experts and connect them with the determined mentor (if wanted/needed).
- In the welcome email, attach a copy of the latest welcome letter and reference that letter in the welcome email body.
- Forward all upcoming Precision Ag Council monthly or bi-monthly conference call meeting invitations, as well as meeting invitations for specific working groups or committees of interest.