FREE TOOL · SMALL TEAMS

Onboarding planner

A ready-made first-week checklist and 30-60-90 day plan for your next hire. Edit it, share a link they can tick off, and see their progress at a glance.

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Share the edit link with your new starter, the buddy and IT, so everyone ticks off their own items.

THE PLAN

The first 90 days

Before day one

0/5

Get the basics ready so day one isn’t spent waiting for a laptop.

Send the signed contract, start time, address (or video link) and who to ask forHR / admin
Set up the desk, laptop and building accessIT / admin
Create email, chat and the key tool accountsIT / admin
Pick a buddy and block time in both calendars for week oneManager
Tell the team who is joining, when, and what they’ll work onManager

Day one

0/5

Make them feel expected: a plan, people to meet and a small win.

Meet them at the door and do a quick tourManager
Walk through this plan and what good looks like in 90 daysManager
Lunch togetherBuddy
Log in to every tool and say hello in the team channelNew hire
End-of-day check-in: anything confusing so far?Manager

First week

0/5

Learn how things work here and deliver something small.

Explain how the business makes money and the team’s goals this quarterManager
Meet each teammate for 20 minutes: what they do and how you’ll work togetherNew hire
Show how work gets done: where files live, who approves whatBuddy
Finish one small, real task end to endNew hire
Friday one-on-one: what’s gone well, what’s unclearManager

By day 30: learn

0/3

Understand the job, the customers and the team.

Can explain our customers, products and main competitorsNew hire
Handles the routine parts of the job with a little helpNew hire
Day-30 check-in: agree 2–3 goals for the next monthManager

By day 60: contribute

0/2

Own real work with less help.

Owns a piece of work or a small project from start to finishNew hire
Day-60 check-in: honest feedback both waysManager

By day 90: own it

0/3

Fully independent in the core of the role.

Works independently on the core of the roleNew hire
Suggests one improvement to how we workNew hire
Day-90 review: confirm the role (end probation if relevant) and set goals for the next quarterManager

Onboarding that sticks

Start before day one

A laptop that works and a calendar with real plans in it tell someone you were expecting them. The first impression is set before they walk in.

Give them a buddy

A buddy who isn’t their manager answers the “silly” questions and helps them settle in. It’s the cheapest onboarding tool there is.

Check in at 30, 60 and 90 days

Short, honest check-ins catch problems early. Use the one-on-one notebook and set goals with the SMART goal builder.