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Assistant General Manager

Onboarding plan · 4-week guided start

Focus

Taking the lead on core deliverables.

Key Skills / Milestones

Conduct move-in/out procedure, solo tour, is comfortable with experience desk tasks. Has met with all other departments - understands their roles and how to assist. Understands Grid and pricing structure. Has completed a full property walk-through with supervisor.

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DAY 1

9 tasks
  • Market Survey & ILS Audit report
    Owner: SupervisorDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 minutes
  • Morning Self-Prep: review emails
    Owner: Employee + BSSDuration: 1 Hour
  • Case studies & scenario discussion – common escalations
    Owner: SupervisorDuration: 1 Hour
  • 1:1 coaching session (mid-point feedback)
    Owner: SupervisorDuration: 45 Minutes
  • Weekly Standards Goal: Think Like an Owner Prompt: When I make decisions this week, how will they reflect ownership?
    Owner: EmployeeDuration: 30 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 minutes
  • Drug Free Workplace (Supervisor Version)
    Owner: EmployeeDuration: 35 Minutes
  • Daily recap and reflection
    Owner: EmployeeDuration: 15 Minutes
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DAY 2

7 tasks
  • Morning Self-Prep: review emails, walk property
    Owner: EmployeeDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 minutes
  • Yardi CRM Overview – CRM Queue & Pipeline, Lead to Lease
    Owner: Leasing DirectorDuration: 1 Hour
  • Screening: Screening Works / ApproveShield / Findings – criteria & co-signers
    Owner: SupervisorDuration: 45 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 minutes
  • Cadence of communications & Fair Housing templates
    Owner: Leasing DirectorDuration: 30 Minutes
  • Daily recap and reflection
    Owner: EmployeeDuration: 15 Minutes
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DAY 3

8 tasks
  • Morning Self-Prep: review emails
    Owner: EmployeeDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 minutes
  • Transfer policy; NTVs (60 days); renewals (60–120 days); MTM policy
    Owner: SupervisorDuration: 1 Hour
  • Occupancy limits; subleases; buy-out; concessions & unit pricing in Voyager
    Owner: SupervisorDuration: 1 Hour
  • Broker payouts; CHA/vouchers/affordable criteria
    Owner: SupervisorDuration: 45 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 minutes
  • Prospect portals; secret shops; sales tracker & commissions
    Owner: Leasing DirectorDuration: 45 Minutes
  • Daily recap and reflection
    Owner: EmployeeDuration: 15 Minutes
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DAY 4

6 tasks
  • Morning Self-Prep: review emails, walk property
    Owner: EmployeeDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 minutes
  • Power BI reporting; forecasting; P&L prep cadence
    Owner: FinanceDuration: 1 Hour
  • Sentral Interview & Recruiting Training
    Owner: EmployeeDuration: 40 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 minutes
  • Midpoint review with supervisor – checklist review
    Owner: SupervisorDuration: 45 Minutes
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DAY 5

6 tasks
  • Morning Self-Prep: review emails, walk property with GM & Building Services Supervisor
    Owner: Employee + BSSDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 minutes
  • Spend the day with the team, digging into daily operations, tours
    Owner: Employee + team
  • Afternoon huddle
    Owner: TeamDuration: 15 minutes
  • Reflection of Standards: Think Like an Owner Prompt: How did my decisions this past week reflect ownership?
    Owner: EmployeeDuration: 30 Minutes
  • End-of-week recap
    Owner: SupervisorDuration: 30 Minutes