Onboarding Checklists

Executive Onboarding Checklist

□ Board introduction scheduled
□ Strategic briefing prepared
□ Key stakeholder meetings set
□ Industry analysis provided
□ Competitive landscape review
□ Financial briefings scheduled
□ Leadership team introductions
□ Cultural immersion planned
□ Media training if needed
□ Executive coach assigned
□ 100-day plan created
□ Success metrics defined

Sales Team Onboarding

□ CRM access and training
□ Product knowledge training
□ Sales methodology training
□ Territory assignment
□ Pipeline handover
□ Pricing and discounting rules
□ Competition analysis
□ Sales tools training
□ Shadowing opportunities
□ First calls scheduled
□ Quota discussion
□ Commission structure explained

Technical Team Onboarding

□ Development environment setup
□ Code repository access
□ Architecture overview
□ Coding standards review
□ Testing procedures
□ Deployment process
□ Bug tracking system
□ Documentation wiki
□ Security protocols
□ Team workflows
□ Sprint planning inclusion
□ Technical mentorship

Customer Service Onboarding

□ Help desk system training
□ Product knowledge deep dive
□ Common issues training
□ Escalation procedures
□ Communication guidelines
□ Quality standards
□ Customer empathy training
□ System navigation
□ Resource library access
□ Shadow experienced reps
□ Practice scenarios
□ Certification requirements

Remote Employee Onboarding

□ Equipment shipped
□ Virtual welcome session
□ Digital paperwork process
□ Remote access setup
□ Virtual team meetings
□ Online training modules
□ Digital collaboration tools
□ Time zone coordination
□ Communication protocols
□ Virtual coffee chats
□ Home office setup guide
□ Engagement activities

Contractor Onboarding

□ Contract execution
□ Project brief provided
□ Access provisioning
□ Security clearance
□ NDA signing
□ Payment setup
□ Deliverable clarification
□ Communication channels
□ Reporting requirements
□ Tool access
□ Team introductions
□ End date confirmed

Intern Onboarding

□ Program overview
□ Learning objectives set
□ Mentor assignment
□ Project allocation
□ Training schedule
□ Performance expectations
□ Networking opportunities
□ Professional development
□ Mid-point review scheduled
□ Final presentation planned
□ Evaluation criteria
□ Future opportunity discussion

Vendor Onboarding

□ Vendor registration
□ Compliance verification
□ Contract finalization
□ Payment terms setup
□ System access
□ Contact establishment
□ Service level agreements
□ Performance metrics
□ Communication protocols
□ Training requirements
□ Quality standards
□ Review schedule

Partner Onboarding

□ Partnership agreement
□ Joint objectives defined
□ Resource allocation
□ Communication plan
□ Co-marketing materials
□ Training exchange
□ System integrations
□ Performance tracking
□ Escalation procedures
□ Regular reviews scheduled
□ Success metrics
□ Renewal planning

Board Member Onboarding

□ Governance documents
□ Board handbook
□ Financial statements
□ Strategic plans
□ Committee assignments
□ Meeting schedule
□ Director insurance
□ Conflict of interest forms
□ Executive introductions
□ Facility tours
□ Industry briefings
□ Legal obligations

Volunteer Onboarding

□ Mission overview
□ Volunteer handbook
□ Background check
□ Training schedule
□ Assignment matching
□ Safety procedures
□ Code of conduct
□ Scheduling system
□ Supervision plan
□ Recognition program
□ Impact measurement
□ Feedback process

Franchise Onboarding

□ Franchise agreement
□ Brand standards training
□ Operations manual
□ Marketing guidelines
□ Financial reporting setup
□ POS system training
□ Supply chain introduction
□ Quality standards
□ Territory definition
□ Grand opening planning
□ Ongoing support structure
□ Performance benchmarks