Sentral Onboarding
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General Manager (DOS)

Onboarding plan · 4-week guided start

Focus

Deeper system usage, department shadowing, and reporting & accounting procedures

In-Person / Shadowing

Shadow Experience Team on Orientations and desk coverage. Shadow Lifestyle Team on coffee/beverage service and event overview. Participate in event planning meeting (Monthly Playbook/Sneak Peek). Shadow Fitness Director class. Walk through amenities and guest suite booking flow in Yardi/Sentral.

Key Skills / Milestones

Can run all weekly reports and has received intro into monthly reporting. Has been able to shadow all departments. Understands emergency protocols and escalation chain.

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DAY 1

11 tasks
  • Set up weekly Director's Meeting, if applicable, and 1:1 with team members.
    Owner: SelfDuration: 15 Minutes
  • Monday Morning Report
    Owner: Self
  • Weekly Standards Goal: Service First Prompt: How can you model exceptional service this week?
    Owner: SelfDuration: 30 Minutes
  • Elevate training compliance - run compliance report & review pending items with specific team members. Goal: maintain 100% completion.
    Owner: SelfDuration: 15 Minutes
  • Reputation Management Playbook
    Owner: SupervisorDuration: 35 Minutes
  • Ramp Overview - Purchasing and Reimbursements
    Owner: SupervisorDuration: 10 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Selling Sentral
    Owner: SelfDuration: 40 Minutes
  • White Wolf Ordering and Printing
    Owner: SelfDuration: 5 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 30 Minutes
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DAY 2

9 tasks
  • Resident interaction standards role-play
    Owner: SupervisorDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Diversity and Inclusion (Supervisor Version)
    Owner: SelfDuration: 1 Hour
  • Grid pricing and availability overview
    Owner: SupervisorDuration: 1 Hour
  • Shadow Experience Associates & Sales for task flow
    Owner: TeamDuration: 1 Hour 30 Minutes
  • Rippling: timecard approval, passkeys, goals, reviews
    Owner: HR | SupervisorDuration: 1 Hour
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Employee Life Cycle Training
    Owner: SelfDuration: 1 Hour
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 3

11 tasks
  • Sentral Interview & Recruiting Training
    Owner: SelfDuration: 40 Minutes
  • Time & Attendance Training for Managers - Approving Time Off & Timesheets in Rippling
    Owner: SelfDuration: 30 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Yardi – CRM Queue, Voyager Reporting
    Owner: SupervisorDuration: 1 Hour
  • Charges/Adjustments to ledgers; rentable items (lockers, amenity spaces, etc.)
    Owner: SupervisorDuration: 1 Hour
  • Utility Process & Repayment Agreement (Covers Delinquency - SOP 1240)
    Owner: SelfDuration: 25 Minutes
  • Write Off Process
    Owner: SelfDuration: 15 Minutes
  • BILT Integration – payments; Conservice utilities; HELLO Data
    Owner: SupervisorDuration: 45 Minutes
  • Vacant electric policy & utility consumption charge ($40) review
    Owner: SupervisorDuration: 20 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 4

11 tasks
  • Lease overview – print and read core clauses
    Owner: SupervisorDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Workplace Harassment (Supervisor Version)
    Owner: SelfDuration: 1 Hour
  • Emergency Plan / Crisis Mgmt. - What is your community emergency plan?
    Owner: SupervisorDuration: 45 Minutes
  • Incident Reporting - Submit in Jira
    Owner: SupervisorDuration: 15 Minutes
  • Floor plans, pricing, availability deep dive
    Owner: SupervisorDuration: As available
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
  • Validate Sales Shop Training
    Owner: SelfDuration: 40 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Sentral-Life Mobile App Training
    Owner: SelfDuration: 1 Hour
  • Daily recap
    Owner: SelfDuration: 30 Minutes
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DAY 5

7 tasks
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Sentral Community Standards Training
    Owner: SelfDuration: 30 Minutes
  • Move-In Checklist and Resident Handbook Overview
    Owner: DOE | AGMDuration: 1 Hour
  • Overview of emergency protocols and escalation chair
    Owner: SupervisorDuration: 30 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Reflection of Standards: Service First Prompt: How did you model exceptional service this week? How can you model this value in your daily and weekly actions?
    Owner: SelfDuration: 30 Minutes
  • End-of-week recap with Supervisor
    Owner: SupervisorDuration: 30 Minutes