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.

Onboarding flowcharts
  • Company-Related

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  • Leadership Buy-In

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

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  • Continuous Improvement

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

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  • Interdepartmental Involvement

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

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  • Alignment Of business goals

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

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  • Mentoring

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

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  • Consistency

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

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  • Employee-Related

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  • Tailoring

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

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  • Role Clarity

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

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  • Social Integration

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

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  • Enculturation

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

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  • Knowledge Transfer

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

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  • 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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