Client Lead Onboarding :: Lifework Systems Training Courses

"*" indicates required fields

Step 1 of 4

Hidden

Project Name

Hidden

Project Name

Affiliate Merchandise Group

ESA - CRC

WSD

TOSM

This form is for you, the Client Lead, sponsoring and leading the upcoming LifeWork Systems culture transformation project within your organization. We are happy to begin working with you on this very important implementation. The information you provide allows us to structure the work flow needed to support all staff participating in this project.

The following are activities included in this Intake Form:

Fill out the client lead information on yourself
List ALL departments within your organization, regardless of their participation in this project
Designate each participant and the group and role you assign each for the project
Your role for this project is Client Lead, as you review information it will be helpful for you to know this

Client Lead Information

Hidden

Role

Lead

Manager

Staff

Name*

First Last

Title*

Email*

Phone*

Commitments – New Knowledge and New Behaviors

Review the commitment chart below. You will notice that each role has a different set of responsibilities. Please review the items in the column representing your role. You will be asked below to acknowledge your understanding and commitment to them.

NEW KNOWLEDGE TO ACQUIRE	Lead	Management	Staff
Oversight: The highest authority learns all processes. The goal of oversight is to make sure change process is occurring and being integrated into operations.	✓
Performance Targets: Identify performance targets and ROI considerations	✓
Benchmarking: Reviewing surveys initially and periodically to discover areas needing attention and to show the value of the project in addressing them.	✓
Capacity Building: How to inspire, ask for and receive commitment. Address resistance to change and build trust and understanding in the process.	✓
Process/Plan: Leaders understand and communicate scope of work, timelines, responsibilities, roles and processes throughout the project and beyond.	✓	✓
Roles/Responsibilities: Clarity about who, what and when in change process.	✓	✓	✓
Purpose: Why we are adopting a responsibility and values-based model.	✓	✓	✓
Culture Model: What we are transforming from, into, and how we will do so.	✓	✓	✓
Training: Understanding types, processes and expectations for all training. Prep Online Modules: to understand terms and guidelines for the project. Individual Online Modules: interactive training, workbooks, post-surveys. Group Online Modules: group reviews modules and leader guides.	✓	✓	✓
Mentoring: monthly sessions using process and tools, everyone; no exceptions.	✓	✓	✓
Commitments: Understand commitments and writes a letter of intent.	✓	✓	✓
Culture Portal: How to use portal to access information, tools and processes.	✓	✓	✓
NEW BEHAVIORS TO ADOPT	Lead	Management	Staff
Organize: Work with LifeWork Systems to create and implement a plan. Drive change by understanding and communicating timeline and plan to staff.	✓
Tracking Targets: Track progress of targets and monitor the tracking plan.	✓
Reporting Success: Share feedback, changes, progress and successes.	✓
Accountability: Documenting and reporting culture task completion.	✓	✓
Confront: Having conversations about commitment and follow-through.	✓	✓
Develop Processes: Create new ways to adopt and use concepts and tools.	✓	✓
Facilitate: Lead and facilitate group reviews and strategy sessions.	✓	✓
Hire/Fire: Decide new policies and procedures aligned with the culture model.	✓	✓
Master: Gain proficiency in skills, so you can mentor, teach and lead.	✓	✓
Orientation and Onboarding: Interview and hire new employees based on culture values. Deliver kick-off sessions to new hires. Take part in interviewing, training and mentoring new staff.	✓	✓	✓
Commit: Everyone writes a letter of intent on commitments and why.	✓	✓	✓
Mentor: Get 30m monthly mentoring (required). Be a mentor (optional)	✓	✓	✓
Plan: Setting aside time to fulfill all tasks in a timely and complete manner.	✓	✓	✓
Implement: Integrating all new skills and tools into workplace practices.	✓	✓	✓
Encourage: Supporting one another in creating success and wins.	✓	✓	✓
Participate: Attending and contributing fully in all meetings.	✓	✓	✓
Complete: Finish all assignments, including training pre and post work.	✓	✓	✓
Resolve: Recognizing issues/challenges and resolving them asap.	✓	✓	✓
Respect: Speaking kindly about the model, concepts, tools, and leaders.	✓	✓	✓
Disclose: Sharing feedback, ideas, feelings and opinions often.	✓	✓	✓
Lead: Leading group sessions and mentoring regardless of title or role.	✓	✓	✓
Follow: Committing to leader/follower flexibility in self and others.	✓	✓	✓
Describe and Demonstrate: Describe, discuss, and demonstrate skills.	✓	✓	✓

Commitments - New Knowledge and New Behaviors*

I have read and understand the above Commitments. I agree to the responsibilities assigned to me in my role.

I am receptive to becoming a mentor to others within the culture transformation project.*

Yes

Client Lead Onboarding

Client Lead Information

Organization Information

Commitments – New Knowledge and New Behaviors