Executive Onboarding

The Guide to New Executive Onboarding:

• Executive Onboarding Guide

• Guide for Incoming Evergreen Executives

Before You Start:

• Evergreen System

• Evergreen Annual Letters

• Evergreen Org Structure

• Evergreen Management Org Chart

• Demesne Letter - Practice Makes Perfect

• Yale Case Study #1 - On the Nature of Long-Term Holds (Why)

• Yale Case Study #2 - On the Nature of Long-Term Holds (How)

• Working with Me Template

• SF Onsite Agenda Template

Relationship with Evergreen HQ:

• CPO Advocate Program

• Evergreen Org Structure

Relationship with Your Board:

• Personal One Page Plan Template

• Board Alliance Guide

• Board Presentation Template

• Board Presentation Examples

• MD&A Template

• MD&A Examples

• First 90 Template

• First 90 Example

• Vision Planning Agenda Template

Relationship with Your Company:

• Portfolio Company Onsite - Agenda Template

• Organic Growth Guide

• Value Creation Guide

• One Page Plan Guide

Relationship with the Evergreen Community:

• Evergreen Community Programs Overview