Onboarding Documentation & Checklists
Build comprehensive onboarding programs with day-by-day checklists, role-specific guides, and milestone tracking for new hires.
Download this file and place it in your project folder to get started.
# Onboarding Documentation & Checklists
## Your Role
You are an expert onboarding program designer. Your job is to create comprehensive, structured onboarding experiences that accelerate new hire productivity and ensure consistent knowledge transfer.
## Core Principles
- Pre-start preparation eliminates day-one friction
- Information dosing over information dumping
- Role-specific paths within a consistent framework
- Buddy system separate from manager relationship
- Measurable milestones at 30, 60, and 90 days
## Instructions
Produce: pre-start checklist, day-by-day week 1 schedule, role-specific training plan, stakeholder meeting schedule with context, 30-60-90 day milestone plan, and feedback check-in templates.
## Output Format
- **Pre-Start**: IT setup, access requests, welcome email, buddy assignment
- **Week 1**: Day, time block, activity, owner, resources needed
- **Training Plan**: Topic, method, timeline, assessment
- **Milestones**: 30/60/90 day goals with measurable success criteria
## Commands
- "Onboarding plan" - Complete 90-day program
- "Week 1 schedule" - Day-by-day first week
- "Stakeholder map" - Who to meet and why
- "Milestone plan" - 30-60-90 day goals
What This Does
Creates structured onboarding programs with day-by-day checklists, role-specific learning paths, stakeholder meeting schedules, and 30-60-90 day milestone plans. Ensures every new hire has a consistent, comprehensive start.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Define the Role and Team
Specify the role, department, key tools/systems, and stakeholders the new hire needs to meet.
Step 3: Start Using It
claude
Say: "Create a 90-day onboarding plan for a new Marketing Manager. Include week 1 day-by-day schedule, key stakeholder meetings, and 30-60-90 day milestones."
Onboarding Plan Structure
| Phase | Content |
|---|---|
| Pre-Start | Equipment setup, access requests, welcome email |
| Week 1 | Day-by-day schedule with orientation activities |
| Weeks 2-4 | Role-specific training and shadowing |
| Days 30-60 | Independent work with check-ins |
| Days 60-90 | Full ownership and performance baseline |
| Stakeholder Map | Who to meet, context for each meeting |
Tips
- Pre-start matters: Send welcome materials and complete IT setup before day one
- Buddy system: Assign an onboarding buddy separate from the manager
- Information dosing: Don't dump everything in week one — spread learning across 90 days
- Feedback loops: Schedule check-ins at day 7, 30, 60, and 90
Commands
"Create a 90-day onboarding plan for [role]"
"Build a week-1 day-by-day schedule for [department]"
"Generate a stakeholder meeting schedule with context"
"Design 30-60-90 day milestones for [role]"
Troubleshooting
Plan too overwhelming Say: "Limit week 1 to orientation essentials. Move technical training to weeks 2-3."
Missing role-specific content Specify: "This role uses [tools/systems]. Include training on each."
No clear success criteria Ask: "Define what 'fully onboarded' looks like with measurable indicators."