Onboarding Program

Welcome to IDEANEST! Our onboarding program is designed to ensure a smooth transition into your new role, providing you with the tools, knowledge, and support needed to thrive in our remote work environment.

Workflow Agenda

Roadmap to the Nest

Follow these sequential milestones to successfully integrate into IDEANEST.

Member Details

Schedule Call

Receive the calendar link and book your call with your onboarding manager.

Booking Link

Day 1: Setup

Set up your core tools, gain systems access, and connect with your team.

Day One

Day 2: Projects

Receive project briefs, request target permissions, and align departmental workflows.

Day Two

Day 3: Align

Kick off your mentorship program, discuss probation terms, and provide onboarding feedback.

Day Three

Day 1

Introduction & Tools Setup

Your first day focuses on integration, understanding our core values, setting up workspaces, and training on key internal systems.

Session 1: Welcome and Overview

P&C Manager 1.5 Hours

Virtual Coffee Chat: A casual session to introduce yourself and get to know each other better. (10 mins)
Mission & Vision: Learn about IDEANEST's mission, vision, values, and the exciting opportunities within the NEST. (10 mins)
Virtual Culture: Dive into IDEANEST's virtual culture, exploring our communication norms and collaboration tools. (10 mins)
Open Q&A Forum: An open forum to ask any questions about the company culture, projects, or your new role. (20 mins)
Systems Onboarding: Set up and gain access to essential tools such as ClickUp, Office, Google Drive, and Forte. Ensure all registrations are successful. (30 mins)

Session 2: Project Training & Task Management

Process Manager 1 Hour

ClickUp Workflow: Participate in a structured training session on utilizing ClickUp, focusing on task management and project tracking. (30 mins)
Hands-on Practice: Engage in practical exercises creating, structuring, and completing tasks within our workspace. (30 mins)

Tip: You can explore more about the IDEANEST member protocols, guidelines, and cultural agreements inside the Nester Guidebook.

Day 2

Projects Overview & Work Dynamics

Your second day is dedicated to aligning with team goals, receiving system accesses, and setting up workflows for your specific responsibilities.

Workplace Alignment & Tasks

Direct Manager 2 Hours

Active Projects Briefing: Get an overview of IDEANEST's ongoing projects and deep-dive into the ones you will participate in. Receive your first task assignment and system permissions.
Business Unit Integration: Participate in a department-specific meeting to understand communication channels, team workflow habits, and collaboration dynamics.

Day 3

Integration & Feedback

The final day is designed to guide your transition from onboarding into daily production with mentorship support and clear expectations.

Integration, Mentorship & Final Alignment

P&C Manager 30 Mins

Mentorship Program Kickoff: Meet your assigned mentor who will guide you during your initial weeks, offering short consultations and workspace support.
Expectations & Probation: Align on key objectives, milestone checks, and communication protocols for your upcoming probation period.
Onboarding Feedback: Share your review of the onboarding process, helping us continuously refine the experience for future Nesters.

Welcome Aboard

We are thrilled to have you join us! Together, we will achieve outstanding milestones, build industry legacies, and scale new heights in remote execution.

Required Setup Checklist

Before you start Day 2, make sure you have active accounts and access to these systems:

ClickUp (Project & Task Hub)
Office (Virtual Office)
Google Drive (Knowledge Base)
Forte (Meeting Scheduler)

Need Support?

If you run into any permission issues or technical difficulties setting up, submit a request directly:

Submit Request

Welcome to the Nest. Let's start building.

Reach out to your mentor or P&C Manager in the Office if you have any immediate questions.