Onboarding Programme

Topic Progress:

The Weeks Ahead

You will have seen that you have a series of meetings, introductions and training booked in your calendar for your first two weeks. We endeavour to give you the tools of the trade and as much support as possible, so you are able to hit the ground running.

Below is a check list of the areas you should be covering throughout the programme. This portal also acts as a key onboarding tool.

Please go through each section to find out more about who we are, what we do and how we do it.  As part of your onboarding, please tick off and confirm your understanding of each area.

Please remember if you have any questions, want more details or to revisit an area, please do let us know we are here to help.

Onboarding Checklists

All Savanteers

  • Savanta history & goals
  • Our brand (positioning, values)
  • Building induction & fire safety
  • HR induction, including BambooHR
  • Finance induction, including Maconomy training
  • IT induction and equipment
  • ISO 27001 and Data Protection
  • Talent LMS compliance courses
  • Insightly training
  • Knowledge, Library and Templates
  • Meet your buddy

All Client Development and Client Servicing

  • Introduction to Market Research
  • Introduction to Brands and Intermediaries
  • Our offer:
    • Our Products: BrandVue and MarketVue
    • Bespoke Research
    • Audience Panel
  • Our internal systems, e.g. platform, resource management
  • Ways of working and team alignment (across Client Development, Operations, Research, Insight & Consulting)
  • Skills map, including probation goal setting and expectations
  • Project costing and proposals
  • Supporting tools, e.g. Excel and PowerPoint tips and tricks

Client Development

  • Rate cards and pricing
  • Proposal templates
  • Product knowledge
  • KPI’s, territories, targets & commission
  • Rhythm of business
  • DMU & qualification
  • Insightly reporting
  • Territory analysis and account plans
  • Pitching Savanta


  • Overview of project life cycle including internal processes
  • Link set up
  • Scripting sessions
  • 121 reporting set up
  • Full-service elements
  • Coding, translations, scripting, data
  • Demo tool use
  • Data processing
  • Sample training
  • Cint / Fulcrum

Research, Insight & Consulting (depending on role/level)

  • Overview of project life cycle including internal processes
  • Core skills development:
    • Data, script and table checking
    • Data entry and presentation checking
    • DP specs
    • Key statistical techniques (overview)
  • Immersion: Ways of thinking
  • Project Management
  • Client Management
  • Design skills:
    • Screening and screening questionnaires
    • Questionnaire design
    • Discussion guide design
    • Workshop planning
  • Fieldwork:
    • Managing partners and fieldwork
    • Moderation and interviewing skills
  • Analysis and Outcomes:
    • Qual and quant analysis
    • Storytelling and visualisation
    • Strategic recommendations

Specific Topics

  • Career Management: roles and responsibilities
  • Talent Development: booking and reviewing training

Taken all that in?