onboarding

name	onboarding
description	Framework for welcoming new hires: first week setup, 30-60-90 day plans, buddy assignments, and onboarding feedback. Use when onboarding new employees, tracking progress, or improving the onboarding experience.
metadata	{"clawbot":{"emoji":"👋"}}

Onboarding

30-60-90 Day Plan Template

# 30-60-90 Day Plan: {Employee Name} — {Role}

## First 30 Days: Learn & Observe

### Goals
- {Goal 1: Understand company culture and values}
- {Goal 2: Learn key systems and tools}
- {Goal 3: Meet team members and stakeholders}
- {Goal 4: Complete initial training modules}

### Key Activities
- [ ] Complete HR paperwork and account setup
- [ ] Attend company orientation session
- [ ] Meet with manager for role expectations
- [ ] Review key documentation and processes
- [ ] Shadow team members on key workflows

### Success Metrics
- {Metric 1: e.g., "Complete all required training"}
- {Metric 2: e.g., "Have 1:1s with all team members"}

## Days 31-60: Contribute & Build

### Goals
- {Goal 1: Start contributing to team projects}
- {Goal 2: Build relationships across departments}
- {Goal 3: Identify areas for improvement}
- {Goal 4: Take ownership of first project}

### Key Activities
- [ ] Lead first project or initiative
- [ ] Participate in team meetings and planning
- [ ] Provide feedback on processes
- [ ] Attend relevant training or workshops
- [ ] Set up regular 1:1s with manager

### Success Metrics
- {Metric 1: e.g., "Complete first project deliverable"}
- {Metric 2: e.g., "Receive positive feedback from stakeholders"}

## Days 61-90: Excel & Innovate

### Goals
- {Goal 1: Demonstrate full competency in role}
- {Goal 2: Propose and implement improvements}
- {Goal 3: Mentor or support other team members}
- {Goal 4: Set goals for next quarter}

### Key Activities
- [ ] Take on more complex projects
- [ ] Propose process improvements
- [ ] Contribute to team knowledge sharing
- [ ] Complete 90-day review with manager
- [ ] Set development goals for next quarter

### Success Metrics
- {Metric 1: e.g., "Meet or exceed role expectations"}
- {Metric 2: e.g., "Receive recognition from peers"}

First Week Checklist

Pre-Start (HR Prep)

• Send welcome email with first day details
• Prepare equipment (laptop, access cards, etc.)
• Set up accounts (email, Slack, HRIS, etc.)
• Assign buddy
• Schedule orientation sessions

Day 1: Welcome

• Welcome meeting with HR
• Complete HR paperwork (I-9, W-4, benefits enrollment)
• Set up workspace and equipment
• Introduction to team
• Company overview presentation
• Review employee handbook

Day 2-3: Systems & Tools

• Access to key systems (GitHub, project management, etc.)
• Tool training sessions
• Review team processes and workflows
• Set up development environment (if applicable)
• Introduction to codebase/documentation (if applicable)

Day 4-5: Integration

• Meet with manager for role expectations
• Meet with key stakeholders
• Attend team meetings
• Review first assignments
• Complete any required compliance training

Accounts & Access Needed

• Email account
• Slack/communication platform
• HRIS system
• Project management tools (Jira, Asana, etc.)
• Code repository (GitHub, GitLab, etc.)
• Cloud services (AWS, GCP, etc.)
• Design tools (Figma, etc.)
• Documentation (Confluence, Notion, etc.)
• Benefits portal
• Payroll system

Introductions Needed

• Direct team members
• Manager and skip-level manager
• Key stakeholders (cross-functional partners)
• HR and Finance contacts
• IT support
• Office manager (if applicable)

Documentation to Review

• Employee handbook
• Company values and culture guide
• Team processes and workflows
• Product documentation
• Engineering guidelines (if applicable)
• Security and compliance policies

Buddy System Guidelines

Buddy Responsibilities

First Week

• Welcome new hire on day 1
• Show them around (virtual or physical)
• Answer questions about company culture
• Help with tool setup
• Introduce to team members

First Month

• Check in weekly
• Answer questions about processes
• Help navigate company structure
• Provide context on team dynamics
• Share tips and best practices

Ongoing

• Be available for questions
• Provide feedback and guidance
• Help integrate into team culture

Buddy Selection Criteria

• Same or similar role (preferred)
• At least 6 months tenure
• Strong cultural fit
• Good communication skills
• Willingness to mentor

Buddy Training

Buddies should understand:

• Company values and culture
• Common new hire questions
• Resources available to new hires
• When to escalate questions to HR or manager

Onboarding Feedback Survey Template

# Onboarding Feedback Survey

Thank you for completing your first {30/60/90} days! Your feedback helps us improve the onboarding experience.

## Overall Experience

1. How would you rate your onboarding experience overall? (1-5)
   - Comments: {open text}

2. Did you feel welcomed and supported during your first week? (Yes/No/Somewhat)
   - Comments: {open text}

## Information & Resources

3. Was the information provided clear and helpful? (1-5)
   - Comments: {open text}

4. What information was missing or unclear? {open text}

5. What resources were most helpful? {open text}

## Support & Communication

6. How would you rate your buddy's support? (1-5)
   - Comments: {open text}

7. How would you rate your manager's support? (1-5)
   - Comments: {open text}

8. Was communication clear about expectations and next steps? (Yes/No/Somewhat)
   - Comments: {open text}

## Tools & Systems

9. Were you able to set up all necessary tools and accounts? (Yes/No/Partially)
   - Comments: {open text}

10. What tools or systems were confusing or difficult to set up? {open text}

## Role & Expectations

11. Do you have a clear understanding of your role and responsibilities? (Yes/No/Somewhat)
    - Comments: {open text}

12. Do you understand how your role contributes to company goals? (Yes/No/Somewhat)
    - Comments: {open text}

## Suggestions

13. What would you change about the onboarding process? {open text}

14. What would you add to make onboarding better? {open text}

15. Any other feedback? {open text}

Onboarding Success Metrics

• Time to productivity (days to first meaningful contribution)
• 90-day retention rate
• New hire satisfaction scores
• Manager satisfaction with onboarding
• Time to complete all required training
• Buddy program effectiveness