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The Chronological Checklist for New AEs includes general job functions and guidelines listed in chronological order but not necessarily in priority order. Please note that the time of year, the length of time the position was previously vacant, and specific expectations communicated at hiring may significantly impact the timing and order of these functions and duties. The checklist is divided into manageable sections, and covers areas such as membership management, governance, financial management, technology integration, education and training, communication strategies, and strategic planning. To use the checklist effectively, new AEs should review it thoroughly, familiarizing themselves with the tasks and timelines outlined.
The MLS AE Checklist is a chronological, comprehensive tool designed to guide new AEs who also manage an MLS through their first year in the role. It provides guidance on essential tasks, responsibilities, and milestones crucial for success in managing an MLS.