Planning Pages

Full Onboarding Checklist


Onboarding Checklist
1
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Activity Type
Done
Activity
Details
Questions
Theme
Week
Read This
2
Team Wiki Page
include link or other details
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Week 2
Something else to read!
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Your role
Week 1
Watch This
1
Intro from our CEO
Link here-
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Week 1
Do This
3
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect in
Add Question
Week 2
Shadow 2-3 Calls
Sign up to shadow a live call, or listen to a recorded call
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Week 3
Meet with the team
Watch the video on how to use Intercom and access the support queue.
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Week 4
Discuss This - Buddy
1
Team Culture Conversation
Chat with a team member to learn about team traditions and norms
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Week 5


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