![]() But it is the ideal time to gather ideas and do some research.įurther into month two, as you continue to gain context, is a great time to continue growing relationships with other leaders in the business. It might not be time yet to act on these thoughts. Or maybe you can find ways to improve the accounts payable process that would also make vendors happier. ![]() With this information and your additional research, you can start to identify opportunities for improvement that can maximize your impact and make a lasting difference for the business.įor example, maybe you see how updating the expense process could make a big impact on cash flow. Take advantage of your access to data and the numbers to complete the storylines. Month 2: Evaluate what you’ve been learningĪs you enter your second month, you’re probably establishing informed opinions on what you’ve been learning about the company, its people, and your role. For example, connecting with human resources and IT leaders can give you greater insights into the employee experience and the technology considerations of the business.Īlso, be sure to block out time regularly to do industry and business research. Be sure to schedule meetings with department leaders to start building relationships and gain a better understanding of the company. ![]() You’ll also be setting up one-on-one meetings with your direct reports, plus regular team meetings, to learn more about your team, discuss challenges, and set goals. Then, find out which systems you’ll need access to, and schedule time to set up your access and learn how to use each one. Prioritize the items that are important to your manager, and get those on the calendar, too. Your calendar will be one of your most important tools to keep your plan on track.įirst, schedule time with your manager to meet and determine how you’ll spend your first few weeks. You just started your new role, but before you know it, you’ll be finishing your first month. Get the checklist Month 1: Start info-gathering and learning The first days as a new finance leader can be a whirlwind. Our free checklist will help you create a successful plan for your transition into the role.
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