CFO Onboarding Checklist

The CFO onboarding checklist outlines a structured plan for integrating a new CFO into the company. It begins with pre-boarding tasks like confirming the start date, sending a welcome email, and preparing necessary documents and access. The first day is dedicated to introductions, IT setup, and key meetings with the CEO and executive team. The first week involves in-depth department meetings, financial reviews, and establishing communication protocols. Over the first three months, the CFO is expected to conduct a comprehensive financial review, lead the development of a revised financial strategy, implement process improvements, and establish a framework for financial reporting and transparency.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Why should I buy this template when I can get the basic steps from your website?

Our website outlines some of the basic areas that you should cover when onboarding a new staff member. We've gone deeper with our paid checklists to include human-centred design principles, spaced information (to reduce information overload), a stress-reduction emphasis, quick wins for new staff members and an example timeline for your employee's first day.

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.