Nathan Brooke (CEO)

Emma Johnson (Executive Assistant)

Krystal Shein Ambas (Virtual Assistant)

1. Introduction and welcome for the newly hired virtual assistant

2. Discussion on onboarding more virtual assistants

3. Overview of the demand chain

4. Q&A and next steps

John Smith (CEO):

- Started the meeting by welcoming everyone and formally introducing Krystal Shein Ambas as the newly hired virtual assistant.

- Highlighted the importance of this monthly meeting to discuss the onboarding process, and to streamline the demand chain.

John Smith (CEO):

- Emphasized the need to bring on new assistants to support the growing workload from additional clients

- Detailed the onboarding process, which includes:

Initial interview

Work orientation

Training sessions on company software and tools

Assigning mentors for new hires

- Stressed the importance of a structured onboarding process to ensure smooth integration and productivity.

Emma Johnson (Executive Assistant):

- Agreed with the CEO’s points and added:

The onboarding materials have been updated to reflect current procedures and company policies.

Scheduled training sessions will cover essential skills and company culture.

Stated that the mentor system has been successful in previous onboarding efforts, providing new assistants with immediate support and guidance.

Emma Johnson (Executive Assistant):

- Provided an overview of the demand chain, focusing on:

How tasks are assigned and managed within the team.

The workflow from task assignment to completion.

Specific tools and software used for task management and communication.

- Highlighted key points:

Task prioritization based on urgency and importance.

Regular check-ins to monitor progress and address any issues.

Efficient use of project management tools like Asana and Slack to keep everyone on the same page.

John Smith (CEO):

- Added insights on how the demand chain impacts overall company performance.

- Encouraged Krystal Shein Ambas to also familiarize with the tools and processes discussed, ensuring a seamless workflow.

John Smith (CEO):

- Opened the floor for questions and comments.

- Asked Krystal Shein Ambas for any immediate questions or concerns about the onboarding process and the demand chain.

Krystal Shein Ambas (Virtual Assistant):

- Listened attentively and asked clarifying questions when prompted.

- Expressed enthusiasm about the role and readiness to start with the onboarding materials.

Emma Johnson (Executive Assistant):

- Provided additional details on where to find the onboarding documents and training schedules.

- Offered to schedule a follow-up meeting to address any further questions Krystal Shein Ambas might have.

Next Steps:

- Krystal Shein Ambas was tasked to review the onboarding materials and familiarize with the project management tools.

- Emma Johnson to send Krystal Shein Ambas the onboarding schedule and assign a mentor.

- Schedule a follow-up meeting to review progress and address any additional questions.