Recommended Toolkit Timeline
Kickoff Meeting/Week 1
Getting Started
- Review Supervisor Toolkit with HR
- Review Supervisor Toolkit with Manager
- Making the Peer to Boss Transition
- Scheduling the Transition Meeting with Your Team
- Discussing Expectations with Your Manager
Teamwork
- First Meeting with Your Direct Reports
Tools and Resources
- Setting Performance Expectations
Policies and Procedures
- Frontline Leadership Training
New Employee/New Role Scorecard
- Review New Employee/New Role Scorecard Program
2nd Check-In Meeting/4 Months
Valero Culture
- Safety
- Do the Right Thing
- Teamwork
Teamwork
- Initial Meeting with Customers
- Identifying a Mentor
- Building Relationships
- Building Trust
Tools and Resources
- Development Resource Guide
- Managing System Access (IdM)
Policies and Procedures
- Understanding Your Legal Responsibilities
- Employee Accidents
New Employee/New Role Scorecard
- Review Performance Expectations
3rd Check-In Meeting/8 Months
Valero Culture
- Accountability
- Excellence
- Caring
Teamwork
- Building Your Network
Tools and Resources
- Constructive Conversations
- Supporting Change
- New Employee Integration
- Managing Your Meetings
Policies and Procedures
- Attendance
- Discipline
- Substance Abuse
- Resignations & Retirements
New Employee/New Role Scorecard
- Progress Update on Performance Expectations
4th/Final Check-In Meeting/12 Months
Teamwork
- Motivating Employees
- Creating Engagement
- Delegating Successfully
- Establishing Check‐in Meetings with Direct Reports
- Understanding Your Personality
Tools and Resources
- Understanding Compensation
- Managing the Hiring Process
- Managing Your Time
Policies and Procedures
- Employee Transfers
New Employee/New Role Scorecard
- Progress Update on Performance Expectations
1 Year Milestone
New Employee/New Role Scorecard
- Review New Employee/New Role Scorecard Evaluation