Onboarding Resources

Welcome to the Firm! On this page, you will find three categories of resources. Each section contains helpful and timely information. Please spend time reviewing each resource during your first week. If you have questions, please reach out to Carol Towey or Maddy Mackie.


Manatt Health Onboarding Resources

Manatt Health Strategic Plan

This document provides an overview of Manatt Health's Strategic Plan for 2023 to 2025.

Manatt Health New Hire Toolkit

This guide will provide you with answers to questions frequently asked throughout the first few months with the Firm, tips for establishing various relationships, and guidance on things that may have not been explicitly mentioned throughout your orientation meetings.

Manatt Health Lateral Hire Integration Toolkit #1 (for new hires who are Managers, Senior Managers, Directors, Senior Advisors, and Managing Directors)

Manatt Health Lateral Hire Integration Toolkit #2 (for the Integration Sponsor and Peer Mentor of a new Senior Manager, Director, Senior Advisor, and Managing Director)

Manatt Health Lateral Hire Integration Toolkit #3 (for the Project Teams bringing on a new hire or new team member)

Manatt Health Lateral Hire Integration Toolkit #4 (for Managing Directors)

Manatt Health Manager/Senior Manager Roles and Best Practices Overview (for Managers and Senior Managers)


Manatt Health Advancement Resources

Performance Review Process

This document provides an overview of the annual performance review cycle for all levels.

Advancement Guidelines

These guidelines outline some of the factors the firm considers in determining an individual’s professional progression within Manatt Health’s business, strategy, policy and analytics (BSPA) business unit, and process by which it makes these determinations. This document outlines the progression of all positions from Consultants through Managing Director.  

Competency Model

To assist with development and professional growth, the Firm has developed a competency model that provides detailed guidelines describing the necessary skills, abilities, and tasks which Manatt Health consulting professionals are expected to attain throughout their career progression. The purpose of the competency model is to help clarify expectations, provide consulting professionals with greater control of their career, and guide the Firm in its commitment to training/development and evaluation/feedback programs so that consulting professionals enjoy even greater success.

Interim Review Template

This template is completed during Interim Reviews for Analyst, Consultants, and new Managers.

Solicited Review Template

This template is completed by Solicited Reviewers during the Year-End Review Process.

Self-Evaluation Template (Analysts, Consultants, and new Managers)

This template is completed by Analysts, Consultants, and new Managers during the Year-End Review Process.

Self-Evaluation Template (Experienced Managers and Senior Managers)

This template is completed by experienced Managers and Senior Managers during the Year-End Review Process.

Year-End Composite Template (Analysts, Consultants, and new Managers)

This template is used by Analysts, Consultants, and new Managers to summarize and synthesize all data and feedback provided to the reviewers during the Year-End Performance Review Process.

Year-End Composite Template (Experienced Managers and Senior Managers)

This template is used by experienced Managers and Senior Managers to summarize and synthesize all data and feedback provided to the reviewers during the Year-End Performance Review Process.


Manatt Health Policies

Time Entry Best Practices for Consulting Professionals

Review this document for clarity expectations related to entering billable and non-billable time as well as an overview of commonly used non-billable codes with descriptions of their purposes.  All attorneys and consulting professionals are expected to track and enter all time, both billable and non-billable (including holiday and PTO time), and this document will assist with determining the appropriate codes and descriptions to use. For a comprehensive listing of NOBILL codes, please refer to the relevant KnowZone posting by clicking here. If you have any questions about the time entry expectations and/or which code is appropriate for a specific activity, please feel free to reach out to Hope Wolf.

Consulting Professional Investment Account Policy

Review this document for an outline of the Firm's goals and objectives in establishing investment accounts.

Dress Policy

Review this document for the Firm's dress policy guidelines.

Zoom Meeting Attire and Background Policy

Review this document for the Firm's policy on appropriate attire and backgrounds for Zoom meetings.

Vacation and Time Off Policy

Review this document for a brief overview of time off procedures.

DEI Hours Policy

The Manatt Diversity, Equity & Inclusion (DEI) Hours Policy outlines the Firm’s goals and objectives in establishing an allocated number of hours toward engagement in DEI initiatives, describes the activities covered by the Policy and applicable utilization limits, and sets forth the controls and procedures governing the use of DEI hours.

In Office Policy

This policy outlines the current hybrid work protocol.


The Online Writing Lab at Purdue University

The Online Writing Lab at Purdue University houses writing resources and instructional materials.  It is a free service that assists clients in their development as writers—no matter what their skill level. Please visit the site and explore what it has to offer.


Job Aid for Planner and Teams

Click the link above to view a job aid for Teams and Planner.