Onboarding Checklist & Guide
7 fill-in slots · from The AI Prompt Handbook for Small Business & Solopreneurs
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Create a comprehensive onboarding checklist for a new [POSITION TITLE] joining my [BUSINESS TYPE]. Company details: - Business type: [DESCRIPTION] - Team size: [NUMBER] - Work arrangement: [REMOTE/ON-SITE/HYBRID] - Tools we use: [LIST] - Start date: [DATE] Create an onboarding plan: Pre-Start (Before Day 1): - Administrative items (paperwork, accounts, equipment) - Welcome package or information to send - Internal preparation (team notification, workspace setup) Day 1: - Welcome activities - Essential introductions - System access and setup - First-day orientation topics - Lunch/social plans Week 1: - Training topics and schedule - Key processes to learn - People to meet - First small assignment - Daily check-in schedule Month 1: - Expanded responsibilities - Deeper training areas - Independent work milestones - Weekly check-in agenda - 30-day feedback conversation Months 2-3: - Full role responsibilities - Performance expectations - 60-day and 90-day review framework - Goal setting for first quarter Include: - Onboarding checklist (checkboxes) for the manager - Welcome document template for the new hire - "Who to ask for what" reference guide - 30/60/90-day success metrics
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