Meeting Agenda

Subject: Agenda for Quality Assurance Process Development Meeting

Meeting Date: 24 February 2025

Meeting Time: 9:00 am EST

Meeting Duration: 1 hour and 30 Minutes

Location: Online, Meeting link shared.

Agenda

1. Welcome and Introductions (5 minutes)
   • Brief welcome and round of introductions from all participants.
2. Overview of Current Onboarding Process (10 minutes)
   • A brief presentation of the existing onboarding steps for clients and employees.
3. Importance of Quality Assurance in Onboarding (10 minutes)
   • Discuss the significance of implementing a QA process and expected outcomes.
4. Key Components of the Quality Assurance Process (25 minutes)
   • Identify essential elements of the onboarding experience to be measured.
   • Discuss what standards of quality we aim to set for new clients and employees.
5. Identifying Current Pain Points (15 minutes)
   • Open discussion regarding challenges faced in the current onboarding process.
   • How can the QA process help in addressing these issues to enhance the experience?
6. Action Items and Next Steps (10 minutes)
   • Outline responsibilities for drafting the QA process based on the meeting discussions.
   • Set a timeline for the next steps and monitor progress.
7. Q&A Session (10 minutes)
   • Address any remaining questions and wrap up the meeting.

Questions for Developing the Quality Assurance Process

1. What steps are involved in our current onboarding process for both clients and employees?
2. What specific metrics or benchmarks do we currently have in place, and should they be included in the QA process?
3. From your experience, what are the most common challenges or issues new hires or clients encounter during their onboarding?
4. How do we currently gather feedback from new clients and employees about their onboarding experience?