Executive Onboarding Checklist

This executive onboarding checklist outlines the steps involved in onboarding a new executive, from pre-boarding to the end of their third month. Pre-boarding includes sending the offer letter, providing company information, and setting up IT equipment. The first day involves a tour, meetings with HR, IT, and key team members, and an overview of the company and the role. The first week focuses on in-depth company orientation, training, and introductions to departments and stakeholders. The first three months involve continued training, increasing responsibilities, regular reviews, and goal setting.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Why should I buy this template when I can get the basic steps from your website?

Our website outlines some of the basic areas that you should cover when onboarding a new staff member. We've gone deeper with our paid checklists to include human-centred design principles, spaced information (to reduce information overload), a stress-reduction emphasis, quick wins for new staff members and an example timeline for your employee's first day.

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.