Module 08 · Onboarding

New Hire Onboarding Checklist

Create a confident, connected and productive team member as quickly as possible — without overwhelming them in week one.

The goal isn't to complete onboarding. It's to help someone become effective in their new role.

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1. Before They Start

Confirm the basics and prepare their workspace so Day 1 isn't spent waiting for a laptop charger.

Confirm the basics

Prepare their equipment

Test everything before they arrive. Their first morning shouldn't be spent waiting for someone to find a laptop charger or approve their Slack account.

2. Send a Welcome Pack

Send this before Day 1 so the new hire arrives knowing what to expect.

Include:

Keep preparation light. They shouldn't need to complete hours of unpaid homework before joining.

3. Create Their Onboarding Plan

Don't improvise onboarding after they arrive. Define role, success and learning before Day 1.

Their role

Success

Learning

The founder/manager should be able to answer: "What does good look like after this person's first 30, 60 and 90 days?" before they start.

4. Prepare the Team

Onboarding isn't solely the manager's responsibility. Make sure the team is ready.

For a small startup, this can be extremely simple. The important thing is that the new hire doesn't arrive to: "Oh, you're starting today?"

5. Day One

Welcome → Context → Relationships → Clarity. Not maximum productivity.

Welcome

Setup

Company

Their role

By the end of Day 1, they should know: Why am I here? What am I responsible for? Who do I work with? What happens next?

6. First Week

Move from orientation toward contribution. Prioritise what they need to become useful.

Relationships

Knowledge

Role

Avoid trying to teach them everything in the first week. Prioritize information based on what they need to become useful.

7. Give Them an Early Win

Give every new hire something real but achievable that they can own early.

For example, don't have a software engineer spend two weeks exclusively reading documentation. Get them to ship something appropriately small. The objective is: Learn → Do → Get feedback → Build confidence → Take on more.

8. First 30 Days

By the end of Month 1, core onboarding should be complete and first meaningful work shipped.

Have a dedicated onboarding check-in. Ask: What's clear? What's still confusing? What are you missing? Where do you need more support? Is anything different from what you expected when you accepted the role?

9. 60 Days

The emphasis should now move from learning → ownership.

Ask: Are they becoming productive at the rate we expected? If not, determine why rather than simply assuming the hire was wrong.

10. 90 Days

By now, formal onboarding should largely be ending. Review, then establish the next phase.

Review

Then establish

11. Improve Your Onboarding Process

Every new hire should make the next onboarding better.

At the end of onboarding, ask the new hire:

Update the onboarding process accordingly.