Strategic Onboarding Checklist

Set up your plan

Personalize

Choose the onboarding track and add the details for the person you're supporting.

Onboarding track

Development timeline

Participant name

Point of contact / supervisor

Start date

Team / department

Track your progress

0% complete

0 / 49

Checklist items completed

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Work through the checklist

7 phases

Expand each phase and check off the actions as they're completed.

Goals & accountability

SMART planning

Plan up to three measurable goals. Turn each goal into clear objectives, agree on evidence of success, and assign a review partner.

Primary goal

SMART goal

Objectives / action steps

Success measure / evidence

Target completion date

Accountability partner

Goal status

Additional goal

SMART goal

Objectives / action steps

Success measure / evidence

Target completion date

Accountability partner

Goal status

Long-term goal

SMART goal

Objectives / action steps

Success measure / evidence

Target completion date

Accountability partner

Goal status

Strengths & current capacity

Skills gaps & support needed

Check-in frequency

Next check-in date

Check-in notes, feedback & adjustments

Suggested formal review milestones

Also schedule short, informal check-ins between milestones based on the role and support needs.

Take your plan with you

Print / Save as PDF includes your completed digital plan. Prefer a paper version? Open the blank worksheet and use your PDF viewer’s Print option to write your answers by hand. Bookmark this page and return in the same browser on this device to access your saved progress.

Print blank worksheet