Onboarding Kit
Onboarding Kit
Welcome
The purpose of this overview is provide you with access to the tools, resources, best practices, and materials that will serve as a fulcrum allowing us to co-design a cohesive plan and direction with you for ensuring your success.
We are committed to your success and we are excited to have you fully vested in this journey of engagement and collaboration with your stakeholders!
Sincerely,
Evan St. Lifer, CEO
Joey Halpern, COO
How to use this kit:
Our 5-Step Process
Step 1: Your Yearlong Planning Session
This annual meeting can take place as early as June and no later than September with the client. Every attempt should be made to schedule this meeting immediately following the contract renewal and in advance of the start of the school year.
Step 2:
Leadership Launch with Innovate K12
You receive an introductory workshop to build expectations, set realistic parameters, and establish a rapport for work that will follow.
What We Cover:
Step 3:
Planning for the Year
You’ll develop your Annual Planning Calendar with our Annual Planning Template
Goals:
Step 4:
Individual Event Planning Session
Plan your event using our Event Planning Template
Planning Questions:
Step 5:
Post-Event Data Mining and Reporting
Glean key insights through carefully calibrated engagement initiatives to create a better-shared vision
The Outcomes:
Tools & Resources
Technology Integration
Hosted meeting specifically with the technology and communication team about the partner needs for a smooth event.
Resources
Templates for you to leverage your marketing, communications, and planning initiatives.