Productivity & Effectiveness

Free new starter onboarding process

By 01/06/2018 August 22nd, 2019 No Comments
Free new starter onboarding process

One of the core aspects of helping people to the team.

New starters

New starters
Photo by Dylan Gillis on Unsplash

Who better to help people be effective as quickly as possible.

I’ve been hiring and onboarding people for years and over that time I’ve experimented with improvements to my pretty standard process. Some of these improvements have worked, some have not.

Onboarding Checklist - Trello Screen Shot

Here in this post is a sample process in different formats for you to use as you see fit.

Copy it, mash it, ignore it. It’s up to you.

There are a few goals to your company (and if that word “onboard” doesn’t resonate – call it something different 🙂 ):

  1. To help them be as effective as possible quickly.
  2. To ensure they feel welcomed to join your company
  3. To learn from the process and make it better each and every time
  4. To keep a record of the process for communicating your strategies to other managers, HR and any one else in the org that cares.

So without anymore time wasted, here is the standard process I start with in three different formats:

Trello board

Cultivated Onboarding – checklist (PDF)

This is all part of my “Join Our Company” book and blog series.