I'm a fairly new manager of administrative assistants for an engineering firm. I manage 6 employees in 7 different offices in 3 different states. I want to build a playbook but I don't feel like I've experienced enough different situations. We're in the middle of a RIF, so I'm certainly taking notes on that,. But I'd like to gather notes and link podcasts related to other topics I might encounter.
What topics are covered in your playbook?
How to build your playbook
Building a playbook as a manager is a fantastic idea! It serves as a dynamic resource for handling various situations and provides consistency in your leadership approach. Here are some key topics and resources to consider including in your playbook:
1. Onboarding & Training
Checklists for new hire onboarding (documents, system access, introductions).
Templates for initial training schedules and performance benchmarks.
Mentorship or buddy program guidelines.
2. Performance Management
Templates for one-on-one meetings.
SMART goal-setting frameworks.
Annual performance review procedures and tips.
Handling underperformance or behavior improvement plans (PIP).
3. Communication
Guidelines for virtual, hybrid, and in-person team communication.
Here's a few templates to get you started (so you don't have to start from scratch) https://usewhale.io/templates/