General Manager (DOS)

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 directors/AGM - understands their roles and how to assist. Understands Grid and pricing structure. Knows pricing change/availability procedure. Has completed a full property walk-through with team and supervisor. Has reviewed budget and is familier with all capital projects underway and/or planned.

DAY 1

10 tasks

Monday Morning Report & Market Survey; ILS Audit report
Owner: SelfDuration: 1 Hour
Morning huddle
Owner: TeamDuration: 15 Minutes
Morning Self-Prep: review emails, walk property with Building Services Supervisor
Owner: Self + BSSDuration: 1 Hour
Team schedule review: understanding coverage needs, discuss with department leads as needed
Owner: Self + DoBS/DOLDuration: 15 Minutes
Accounting: P&L, variance reporting, invoice process, AME, DQ/collections
Owner: SupervisorDuration: 2 Hours
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: SelfDuration: 30 Minutes
Afternoon huddle
Owner: TeamDuration: 15 Minutes
Drug Free Workplace (Supervisor Version)
Owner: SelfDuration: 35 Minutes
Daily recap and reflection
Owner: SelfDuration: 15 Minutes

DAY 2

10 tasks

Morning Self-Prep: review emails, walk property
Owner: SelfDuration: 1 Hour
Morning huddle
Owner: TeamDuration: 15 Minutes
RISEIO – announcements, events, space bookings, work orders
Owner: SupervisorDuration: 1 Hour
Yardi CRM Overview – CRM Queue & Pipeline, Lead to Lease
Owner: Leasing DirectorDuration: 1 Hour
Sentral Sales Standards
Owner: SelfDuration: 1 Hour
Yardi Asset IQ Training
Owner: SelfDuration: 45 Minutes
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: SelfDuration: 15 Minutes

DAY 3

9 tasks

Morning Self-Prep: review emails, walk property
Owner: SelfDuration: 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
Bonus and commission submission (SOP 112)
Owner: SupervisorDuration: 30 Minutes
Afternoon huddle
Owner: TeamDuration: 15 Minutes
Prospect portals; secret shops; sales tracker & commissions
Owner: Leasing DirectorDuration: 45 Minutes
Daily recap and reflection
Owner: SelfDuration: 15 Minutes

DAY 4

7 tasks

Morning Self-Prep: review emails, walk property
Owner: SelfDuration: 1 Hour
Morning huddle
Owner: TeamDuration: 15 Minutes
Review all checklists & team duties; verify job descriptions
Owner: SupervisorDuration: 45 Minutes
Case studies & scenario discussion – common escalations
Owner: SupervisorDuration: 1 Hour
Power BI reporting; forecasting; P&L prep cadence
Owner: FinanceDuration: 1 Hour
Afternoon huddle
Owner: TeamDuration: 15 Minutes
Midpoint review with supervisor – checklist review
Owner: SupervisorDuration: 45 Minutes

DAY 5

6 tasks

Morning Self-Prep: review emails, walk property with Building Services Supervisor
Owner: Self + BSSDuration: 1 Hour
Morning huddle
Owner: TeamDuration: 15 Minutes
Spend the day with the team, digging into daily operations
Owner: Self + 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: SelfDuration: 30 Minutes
End-of-week recap with Supervisor
Owner: SupervisorDuration: 30 Minutes