A Simplified Best Practices Onboarding Considerations Checklist

Onboarding flowcharts
  • Company-Related

  • Leadership Buy-In

  • Ensuring leadership involvement and support before. during and after onboarding.

  • Continuous Improvement

  • Continuously evaluate training to make sure it\'s current and effective. making changes accordingly.

  • Interdepartmental Involvement

  • Involve all stakeholders in the design, development, delivery and review of onboarding.

  • Alignment Of business goals

  • business goals first, and develop an onboarding/training framework based on those.

  • Mentoring

  • Plan and implement coaching programs or mentor networks for new or transitioning employees.

  • Consistency

  • Implementing consistent and ongoing onboarding and training programs. Internally. you need to have a plan that everyone follows and clarify expectations.

  • Employee-Related

  • Tailoring

  • Different generational groups may have different needs that should be kept in mind.

  • Role Clarity

  • Make sure that all the expectations are clearly identified and communicated.

  • Social Integration

  • Help Support the internal networking and connection needed to do the job well and feel \'at home.

  • Enculturation

  • Clearly communicate the mission, vision, and driving values of the organization.

  • Knowledge Transfer

  • For new hires and those moving to a new role from other departments.

  • Ensuring that there is access to coaching, training, a knowledge repository like wikis, and narrative transfer from departing or retiring team mates.

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