Part of the template examples library. These are teaching aids for the free Onboarding Plan template — see the resource center for everything else.
How to use these examples
- Read the examples to see the phased structure.
- Copy the real template and adapt it to the role and tools.
- Assign an owner to each phase.
Examples
Before day one ☐ [Arrange access for [system]] Owner: [Name] ☐ [Prepare equipment] First week ☐ [Clarify role and first task] ☐ [Introduce buddy [Name]] First 90 days ☐ [Agree 2–3 early goals] ☐ [Schedule regular 1:1s] ☐ [Check in on ramp and blockers]
What good looks like
- Start before day one and span 90 days.
- Assign owners to phases.
- Connect to early goals.
- Adapt to the role.
Common mistakes
- Treating day one as the whole plan.
- No early goals.
- No owner for cross-team tasks.
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Get the template — free and printable
The matching Onboarding Plan template, plus more HR templates, checklists and calculators — free and ungated.