Sentral Onboarding
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General Manager (DOS)

Onboarding plan · 4-week guided start

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Weekly

2 tasks
  • Teams chat check-in (weekly → bi-weekly as appropriate); Schedule individual 1:1's with each member
    Owner: SupervisorDuration: 30 Minutes
  • Pre-Sales call participation
    Owner: GM / SalesDuration: 30 Minutes
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Monthly

4 tasks
  • Review CRM email and text response templates: is info correct, concession correct, no spelling and grammatical errors, auto-prompts added for ease of response, are the emails and text personalized and ask the appropriate questions? — Share this task with AGM or Sales Manager; team works together to create templates
  • Monthly financial review before P&L call
    Owner: AccountantDuration: 1 Hour
  • Monthly financial and variance reporting
    Owner: SelfDuration: 2 Hours
  • Commission & Bonus Reporting due (First Friday)
    Owner: SelfDuration: 30 Minutes
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30-Day + yearly

3 tasks
  • Human Trafficking in Rental Housing
    Owner: SelfDuration: 30 Minutes
  • Sentral-Life Mobile App Training
    Owner: SelfDuration: 1 Hour
  • Annual Security Training
    Owner: Self
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60-day + yearly

1 task
  • Conflict Resolution (Supervisor Version)
    Owner: SelfDuration: 2 Hours
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45 Days + yearly

1 task
  • Annual Sentral Safety Training
    Owner: SelfDuration: 40 Minutes
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60-Day

1 task
  • 60-day follow-up: performance & goals
    Owner: SupervisorDuration: 45 Minutes
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60-Days

10 tasks
  • Fair Housing Booster: Practicing Fair Housing
    Owner: SelfDuration: 5 Minutes
  • Fair Housing Booster: Local Nuisance Ordinances
    Owner: SelfDuration: 5 Minutes
  • Accounting Overview
    Owner: SelfDuration: 30 Minutes
  • Sentral's Airbnb Partnership
    Owner: SelfDuration: 1 Hour 35 Minutes
  • White Wolf Ordering and Printing
    Owner: SelfDuration: 5 Minutes
  • Internal Interview Strategies
    Owner: SelfDuration: 1 Hour
  • Pet Screening Introduction
    Owner: SelfDuration: 1 Hour
  • Reputation Management Playbook
    Owner: SelfDuration: 35 Minutes
  • Breezy Training - Overview
    Owner: SelfDuration: 30 Minutes
  • StayNTouch User Training — Unless STAY | Live Community
    Owner: SelfDuration: 45 Minutes
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8-weeks

1 task
  • Maintenance for Office Staff
    Owner: SelfDuration: 1 Hour
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90-Day

1 task
  • 90-day follow-up: performance & goals
    Owner: SupervisorDuration: 45 Minutes
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Quarterly

1 task
  • Secret shops (COYLE), COMP set pricing review, Matterport scans as needed — Schedule per recurrence
    Owner: GM / Ops / MarketingDuration: 2 Hours
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Bi-Annually

1 task
  • Bi-Annual Assessments | Standards Review — Scheduled Q1 & Q3
    Owner: GM | Directors + RD | VPDuration: 3 Hours +
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6 months

2 tasks
  • DEI Booster: Tips for Using Gender-Inclusive Language
    Owner: SelfDuration: 5 Minutes
  • Booster: Compliments and Comments
    Owner: SelfDuration: 5 Minutes
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Annual/Recurring

8 tasks
  • Sentral-Life App
    Owner: SelfDuration: As Assigned
  • Sexual Harassment Refresher (Supervisor Version)
  • Drug-Free Workplace Supervisor Refresher
  • Diversity and Inclusion Supervisor Refresher
  • Workplace Harassment Supervisor Refresher
  • Fair Housing Refresher
  • Active Shooter Awareness
  • Bed Bug Certification
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Other

19 tasks
  • Learing Plans — Status
    Owner: LengthDuration: Required
  • Business Writing and Communication Essentials — ⏳ Not Started
    Owner: 2 Hours 50 Minutes
  • Conflict Management - Supervisor (Required) — ⏳ Not Started
    Owner: 3 Hours 15 MinutesDuration: Yes
  • Customer Experience — ⏳ Not Started
    Owner: 5 Hours 50 Minutes
  • Diversity, Equity, and Inclusion - Supervisor (Required) — ⏳ Not Started
    Owner: 3 Hours 45 MinutesDuration: Yes
  • Fair Housing Compliance (Required) — ⏳ Not Started
    Owner: 5 Hours 35 MinutesDuration: Yes
  • HR & Supervisory Management (Required) — ⏳ Not Started
    Owner: 1 HourDuration: Yes
  • Interpersonal Skills — ⏳ Not Started
    Owner: 15 Minutes
  • Leadership Essentials (Required) — ⏳ Not Started
    Owner: 5 Hours 35 MinutesDuration: Yes
  • Mental Health and Wellness — ⏳ Not Started
    Owner: 1 Hour 5 Minutes
  • Multifamily Marketing Fundamentals — ⏳ Not Started
    Owner: 5 Hours 35 Minutes
  • Personal Effectiveness — ⏳ Not Started
    Owner: 4 Hours 35 Minutes
  • Personal Growth & Resilience — ⏳ Not Started
    Owner: 20 Minutes
  • Property Management Operations — ⏳ Not Started
    Owner: 5 HoursDuration: Yes
  • Resident Retention — ⏳ Not Started
    Owner: 3 Hours 15 Minutes
  • Safety Essentials — ⏳ Not Started
    Owner: 2 Hours 30 MinutesDuration: Yes
  • Safety Series (Elective) — ⏳ Not Started
    Owner: 6 Hours
  • Workplace Ethics & Compliance - Supervisor — ⏳ Not Started
    Owner: 4 Hours 50 MinutesDuration: Yes
  • Yardi and CRM Learning Guide — ⏳ Not Started