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PMA's New hire onboarding checklist

A checklist for onboarding your new product marketing recruit.

First impressions last so to get you and your new hirer off to the very best of starts, you'll no doubt want to make sure your onboarding process covers all bases.

Here's an A to Z list of what we think is needed to make sure your new recruit has everything they need to successfully embed into your business and support your product marketing efforts.

Before Day 1 Tasks:

0

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tasks done out of

9

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Day 1 Tasks:

0

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tasks done out of

4

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Week 1 Tasks:

0

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tasks done out of

6

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Weeks 2-6 Tasks:

0

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tasks done out of

28

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Ongoing Tasks:

0

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tasks done out of

5

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Full checklist

Full checklist

Timing

Task

N/A

Complete

Before day 1

Email over some suggested reading for before they start - think influential books, blog posts or podcasts etc. that are part of your company's 'canon'

Prepare essential documents: Resources they'll be using

Prepare essential documents: People they need to know

Prepare essential documents: Important internal documents (messaging, positioning, etc.)

Prepare essential documents: Passwords

Put all stakeholder meetings in their calendar

Educate key stakeholders on the new hire's role and responsibilities

Set-up Email

Set-up any tools/programmes they'll need to login to

Day 1

Make introductions to all immediate team members

Send an intro email to wider people/teams who they might not meet on day one, but will cross paths with in their first few days

Go through the organisation's objectives and values

Discuss the team's current projects, KPIs and focus points

Week 1

Have a focussed session and demo on the ins and outs of the product(s) they'll be marketing - ideally, someone from the Product team should deliver this

Go through and explain/demo all the tools they'll have access to and need to use

Set time aside for your hire to read through those resources and documents you prepared for them before they started

Discuss their OKRs

Let them know which people/departments they should go to for X, Y and Z - it might be worth documenting this too

Run through recent launches and results

Weeks 2-6

Outline pipeline launches and their role in each

Explain the sign-off process for different projects

Sit them down with: Product

Sit them down with: Customer Success

Sit them down with: Sales

Sit them down with: Engineering

Sit them down with: Marketing

Sit them down with: Finance

Sit them down with: CEO

Get to know direct and indirect competitors

Listen in to some sales calls

Listen in to some customer support calls

Listen in to any win-loss/feedback/case study calls

Ask them to present feedback from their call listening

Run through budgets

Review any existing inventory: Website

Review any existing inventory: Recent emails/in-app messages

Review any existing inventory: Sales one-pagers

Review any existing inventory: Case studies

Review any existing inventory: Battlecards

Review any existing inventory: Buyer/user personas

Review any existing inventory: Positioning statement

Review any existing inventory: Messaging template

Review any existing inventory: Videos

Review any existing inventory: Webinars

Review any existing inventory: Whitepapers

Get them to sit in on a few sales and product meetings to help them understand how they operate

Revisit their OKRs and work on a 30-60-90 day plan together

Ongoing

Put regular 1-on-1s in the calendar

Check they have everything they need from you to do their job

Ask if they're struggling with any internal or external blockers

Review their OKRs

Put career development plans in place

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Full checklist

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