Did you just inherit an UpperBee portal or started a new management mandate?
This webinar will guide you through key steps for a seamless transition, providing you with best practices and tools to avoid common pitfalls and make the most of UpperBee.
Agenda
Essential documents and procedures for a strong start
Assigning roles and responsibilities for effective management
Strategies to build strong collaboration with your board
Managing expectations and potential challenges with new clients
Best practices for clear and effective communication