Template
A Simplified Best Practices Onboarding Considerations Checklist
Learn what onboarding is all about and use the flowcharts, templates, and checklists to set up an effective, high-retention program.
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
Clarity 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.
This creates a private checklist in your account.