Free Onboarding Checklist for Managers Template

Onboarding Checklist

Company Name

[Your Company Name]

Department

Management

Author of the Checklist

[Your Name]

Employee ID

20501234

Manager

[Your Name]

Start Date

June 26, 2050

Job Title

Manager

Pre-Start Essentials

  • Send a personalized welcome email detailing the first-week agenda and necessary pre-reading materials.

  • Sign the offer letter and complete the tax forms.

  • Submit personal information for HR.

  • Ensure the manager's office or workspace is ready, and equipped with essential tools and resources.

Orientation

  • Attend the company orientation session.

  • Complete department-specific training.

  • Attend management skills workshop.

  • Conduct an introductory meeting with HR to discuss organizational culture, values, and expectations.

  • Facilitate introductions with key team members and department heads.

  • Provide a high-level overview of the company’s structure, goals, and strategic initiatives.

Training, and Leadership Development

  • Outline training plans tailored to managerial responsibilities.

  • Discuss opportunities for leadership development and mentorship programs

  • Ensure access to necessary systems and technologies.

  • Provide a brief on cybersecurity measures and protocols.

Job Knowledge and Integration

  • Understand roles and responsibilities as Manager.

  • Review department strategy and performance metrics.

  • Meet with department leaders and understand their roles.

Social Integration and Performance Expectations

  • Introduce yourself to team members and understand their roles.

  • Participate in company-wide social activities.

  • Team Building: Plan a team-building activity or lunch for relationship-building.

  • Communication Channels: Familiarize the manager with communication tools and channels.

  • Performance Expectations: Discuss performance expectations, goals, and key performance indicators (KPIs).

  • Performance Review Schedule: Outline the schedule for ongoing performance reviews and feedback sessions.

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