Onboarding Purpose Worksheet
WorksheetDefine the core purpose and goals of your onboarding effort.

By George Bradt & Mary Vonnegut
The complete guide to onboarding new employees effectively. Practical tools and checklists to get new hires productive in half the time and dramatically improve retention.
Define the core purpose and goals of your onboarding effort.
Assess the new hire track record and relevant experience.
Craft the key messages to communicate during onboarding.
Map out the onboarding timeline from offer to full contribution.
Summarize the essential onboarding information in a single brief.
Align the onboarding experience with your employer brand.
Plan how to source and attract the right candidates.
Track applicants through each stage of the hiring process.
Structured interview guide for the first round of interviews.
Structured interview guide for the second round of interviews.
Compare candidates side by side against key criteria.
Guide and record structured reference checks.
Plan how to close and secure your top candidate.
Build a comprehensive 100-day plan for the new hire.
Announce the new hire to the organization effectively.
Ensure workspace, systems, and logistics are ready on day one.
Plan how and when to introduce the new hire to key customers.
Use a pseudo-new-hire approach to stress-test onboarding.
Help the new hire assimilate into the team and culture.
Accelerate the new hire toward full productivity.
Schedule and structure ongoing onboarding follow-ups.
Guide for structured onboarding conversations with the new hire.