Before day one.
Confirm the manager, start details, equipment, access, and first-week schedule. Prepare a role summary, key contacts, and initial priorities.
Week one.
Review expectations, team norms, tools, and how to get help. Agree on regular manager check-ins and required training.
Days 8 to 30.
Set two or three role-relevant early priorities. Schedule introductions and learning time. Ask what is clear, what is blocked, and what support would help.
30-day check-in.
What is going well? What remains unclear? What support is needed next? Agree on next priorities, owners, and a check-in date. Adapt this worksheet to your role, organizational policies, and onboarding requirements.
General practical guidance from Afirm Consulting. Not a formal audit, legal opinion, or guarantee of outcomes.