Day-1 Executive Setup Checklist

When to use this

Run by the EA in partnership with HR and IT. Hits the small things that make day 1 feel like the company is ready for them.

# Day-1 Executive Setup Checklist

**Executive:** [Name]   **Start date:** [Date]   **EA:** [Name]

## Hardware
- [ ] Laptop ordered with role-appropriate spec
- [ ] Monitor / desk setup ready
- [ ] Mobile phone provisioned
- [ ] Headset / accessories
- [ ] Spare equipment in reserve

## Accounts and access
- [ ] Email account live, signature template loaded
- [ ] Calendar mirrored from manager / predecessor
- [ ] Single sign-on configured
- [ ] MFA enrolled on day 1
- [ ] Password manager set up

## Calendar — week 1
- [ ] Standing meetings provisionally accepted (with caveats)
- [ ] 1:1s booked with each direct report (30 min each)
- [ ] 1:1 with each peer (30 min each)
- [ ] First sponsor / board introduction booked
- [ ] No external meetings before day 5

## Pre-reads
- [ ] Strategy doc
- [ ] Most recent board pack
- [ ] Most recent leadership team off-site notes
- [ ] Last 90 days of standing reports

## People
- [ ] Welcome message from CEO scheduled for day 1 morning
- [ ] Buddy assigned (peer at same level)
- [ ] Lunch booked on day 1
- [ ] Coffee with EA in afternoon of day 1

## Physical / office
- [ ] Desk allocated and labelled
- [ ] Building pass ready
- [ ] Welcome pack on desk (notebook, pen, branded item)
- [ ] Locker / cabinet keys

## Communications
- [ ] All-staff announcement scheduled
- [ ] Direct reports notified directly
- [ ] Updated org chart published
- [ ] Bio for internal directory
- [ ] LinkedIn update / press if relevant

## Day-2 plan handed over
- [ ] Day 2 has a clear plan agreed at end of day 1