Onboarding Guide Template

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Engine Room

Welcome to the Engine Room! This is where you tailor this doc's activites and roles to your specific team. As the set up page indicated, update the roles and activity types based on the information that is relevant to your onboarders. Then, adjust the master list to your liking.

If you would like, you can delete this text box and hide this entire page once you've completed set up.

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Onboarding Activities Master List

Roles

Week

Activity Type

Week

Activity Type

Activity

Description

Pre-requisites

Roles

Tasks for

Buddy Questions

Completed?

Done

What all of our shorthand means.

Discuss with Buddy

How to leverage our diverse array of communication tools and channels

Discuss with Buddy

We like to get together here, but our meetings are run a bit differently - this session will introduce you to how we do meetings at our Guild!

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Meeting Cadences

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has a good summary of this for you to refer to :)

Discuss with Buddy

A look back and a look forward on how the Guild does Customer Success

Discuss with Buddy

Count

Discuss with Buddy

Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.

Discuss with Buddy

Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.

Discuss with Buddy

Count

Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths

Discuss with Buddy

Introduction to the Customers org, what each team does, how CS works with them

Discuss with Buddy

Our Guild has been around for quite a long time, take time to introduce yourself to one of the ancestors (Laneth, The Mehrota Master, Brian who Leads Men, etc.) and ask questions about the Guild’s history and what’s next!

Discuss with Buddy

The guild is large and impressive, connect with our partner merchants, take a look at their stalls and start building intra-guild relationships!

Discuss with Buddy

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Meet one of our most tenured and experienced Guild members. Be sure to show up with a question or two about our big book of spells.

Discuss with Buddy

Book one on one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company.

Discuss with Buddy

Get to know your manager and discuss your onboarding and adventuring career goals!

Discuss with Buddy

Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths

Discuss with Buddy

Introduction to the Customers org, what each team does, how CS works with them

Discuss with Buddy

The guild is large and impressive, connect with our partner merchants, take a look at their stalls and start building intra-guild relationships!

Discuss with Buddy

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Meet one of our most tenured and experienced Guild members. Be sure to show up with a question or two about our big book of spells.

Discuss with Buddy

Book one on one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company.

Discuss with Buddy

Get to know your manager and discuss your onboarding and adventuring career goals!

Discuss with Buddy

Count

Understanding our customers needs, why they come to our guild and discussing high level positioning

Discuss with Buddy

Count

Learn about how we sell to our customers and how to work with the Sales team.

Discuss with Buddy

We’ll dig into how CS works at our Guild, and where to find our documentation.

Discuss with Buddy

Check out this resource on the Guild’s tool for organizing all our customer information.

Discuss with Buddy

How to find our Guild’s stats, and what they all mean.

Discuss with Buddy

Learn about how we sell to our customers and how to work with the Sales team.

Discuss with Buddy

Check out this resource on the Guild’s tool for organizing all our customer information.

Discuss with Buddy

How to find our Guild’s stats, and what they all mean.

Discuss with Buddy

Count

Watch as Shield Knight walks you through her process for crafting the most desirable tools in Central Earth!

Discuss with Buddy

Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.

Discuss with Buddy

Watch as Shield Knight walks you through her process for crafting the most desirable tools in Central Earth!

Discuss with Buddy

Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.

Discuss with Buddy

Count

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Book one on one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company

Discuss with Buddy

After meeting with your manager, schedule time with your dungeon master (aka your skip level) to say “hello!”

Discuss with Buddy

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Count

At the Adventurers Guild we build docs for everything. This is how to find them all.

Discuss with Buddy

We have the good fortune of having our very own Guild Support team - this document has everything you need to know about them.

Discuss with Buddy

We have the good fortune of having our very own Guild Support team - this document has everything you need to know about them.

Discuss with Buddy

Count

Ask your manager about the correct cadences for communications, escalations and best practices for initiating a life or death duel!

Discuss with Buddy

Ask your manager about how we at the Guild craft exciting campaigns for all our members and prospective members!

Discuss with Buddy

Ask your manager about the correct cadences for communications, escalations and best practices for initiating a life or death duel!

Discuss with Buddy

Ask your manager about how we at the Guild craft exciting campaigns for all our members and prospective members!

Discuss with Buddy

Count

Check out our enablement library and read all about our best practices for campaign selection and dungeon crawling.

Discuss with Buddy

Once you have gotten excited about Armor Classes, its time to more to the advance level! This doc will tell you all you need to know.

Discuss with Buddy

Check out our enablement library and read all about our best practices for campaign selection and dungeon crawling.

Discuss with Buddy

Count

Discuss with Buddy

Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.

Discuss with Buddy

Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.

Discuss with Buddy

Count

Tell everyone you’re part of the Guild team! Add your new job info to LinkedIn and any other Guild sites.

Discuss with Buddy

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Book one-on-one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company

Discuss with Buddy

Tell everyone you’re part of the Guild team! Add your new job info to LinkedIn and any other Guild sites.

Discuss with Buddy

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Book one-on-one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company

Discuss with Buddy

Count

Talk to your buddy about how they use this dashboard and any other dungeon crawl words of advice they have!

Discuss with Buddy

Talk to your buddy about how they use this dashboard and any other dungeon crawl words of advice they have!

Discuss with Buddy

Count

How Customer Success runs customer initiations for the Guild

Discuss with Buddy

How to build and run a successful labyrinth setting for the Guild

Discuss with Buddy

What the renewal process looks like at the Guild, including responsibilities of different team members.

Discuss with Buddy

How Customer Success runs customer initiations for the Guild

Discuss with Buddy

How to build and run a successful labyrinth setting for the Guild

Discuss with Buddy

What the renewal process looks like at the Guild, including responsibilities of different team members.

Discuss with Buddy

Count

Discuss with Buddy

Count

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Book one-on-one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company

Discuss with Buddy

Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:

What you’ve learned

What you’re excited (or not) about

Things you think are just plain weird

Any feedback or ideas you have to make things better!

Discuss with Buddy

Book one-on-one time with any team member you’ve yet to meet. Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company

Discuss with Buddy

Count

How to run demos and trainings. Your buddy will walk you through an example, and then give you the opportunity to run one yourself for the whole guild.

Discuss with Buddy

Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!

If you have any additional questions, add them to the list to discuss in your

Buddy Check-In

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Discuss with Buddy

How to run demos and trainings. Your buddy will walk you through an example, and then give you the opportunity to run one yourself for the whole guild.

Discuss with Buddy

Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!

If you have any additional questions, add them to the list to discuss in your

Buddy Check-In

⁠

Discuss with Buddy

Count

Let your Manager know you are educated and ready to get started adventuring!

Discuss with Buddy

Let your Manager know you are educated and ready to get started adventuring!

Discuss with Buddy

Count

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Activity Types

Activity Types

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Gallery

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