/onboarding-guide

name: onboarding-guide
description: Design comprehensive onboarding programs with milestone-based progression, resource organization, and success measurement
license: MIT
metadata:
  author: ClawFu
  version: 1.0.0
  mcp-server: "@clawfu/mcp-skills"

Onboarding Guide

> Create structured onboarding programs that accelerate new hire productivity through clear milestones, organized resources, and measurable outcomes.

When to Use This Skill

• Designing company onboarding
• Creating role-specific plans
• Building onboarding checklists
• Measuring onboarding effectiveness
• Improving time-to-productivity

Methodology Foundation

Based on **Gallup Q12 engagement research** and **BambooHR onboarding studies**, combining:

• 30-60-90 day frameworks
• Milestone-based progression
• Social integration focus
• Measurable competency gates

What Claude Does vs What You Decide

| Claude Does | You Decide | |-------------|------------| | Structures onboarding phases | Timeline flexibility | | Creates milestone checklists | Resource availability | | Suggests activities | Buddy assignments | | Identifies success metrics | Performance standards | | Drafts welcome materials | Cultural elements |

Instructions

Step 1: Define Onboarding Goals

**Core Objectives:** | Objective | Measure | Target | |-----------|---------|--------| | Productivity | Time to first contribution | 30 days | | Engagement | Pulse survey score | 4+/5 | | Retention | 90-day retention | 95%+ | | Culture | Manager satisfaction | 4+/5 | | Compliance | Training completion | 100% |

Step 2: Design Phase Structure

**30-60-90 Framework:**

| Phase | Days | Focus | Outcome | |-------|------|-------|---------| | **Absorb** | 1-30 | Learn, observe, connect | Understands role | | **Adapt** | 31-60 | Apply, contribute, ask | Making contributions | | **Accelerate** | 61-90 | Own, improve, lead | Fully productive |

Step 3: Create Milestone Checklists

**Checklist Categories:** 1. Administrative setup 2. Tools and systems 3. People and relationships 4. Role-specific training 5. Cultural integration

Step 4: Build Resource Library

**Resource Organization:** | Category | Contents | |----------|----------| | Company | Vision, values, org chart | | Role | JD, expectations, success criteria | | Tools | System access, tutorials | | People | Team bios, stakeholder map | | Culture | Norms, rituals, communication |

Step 5: Measure Success

**Checkpoint Assessments:** | Day | Assessment | Owner | |-----|------------|-------| | 7 | First week check-in | Manager | | 14 | Buddy feedback | Buddy | | 30 | 30-day review | Manager | | 60 | Progress assessment | Manager | | 90 | Performance review | Manager + HR |

Examples

Example 1: Complete 30-60-90 Onboarding Plan

**Input:**

Create onboarding plan for:
- Role: Marketing Manager
- Team: 3 marketers, reports to VP Marketing
- Key tools: HubSpot, Google Analytics, Figma
- First project: Q2 campaign planning

**Output:**

## 30-60-90 Onboarding Plan: Marketing Manager

### Role Overview

| Element | Detail |
|---------|--------|
| Title | Marketing Manager |
| Reports To | VP Marketing |
| Team | 3 direct reports |
| Start Date | [Date] |
| Buddy | [Senior Marketing Manager] |

---

## Pre-Start Checklist (Before Day 1)

**IT/Admin:**
- [ ] Email account created
- [ ] Laptop ordered and configured
- [ ] Building access/badge
- [ ] HubSpot seat provisioned
- [ ] Google Analytics access
- [ ] Figma seat added
- [ ] Slack workspace invite

**Manager Prep:**
- [ ] First week calendar blocked
- [ ] Buddy assigned and briefed
- [ ] Welcome message drafted
- [ ] Desk/workspace ready
- [ ] Team notified of start date

---

## Phase 1: ABSORB (Days 1-30)

### Goal
Understand the company, team, and role fundamentals

### Week 1: Orientation

**Day 1 - Welcome**
| Time | Activity | Owner |
|------|----------|-------|
| 9:00 | Welcome from manager | VP Marketing |
| 9:30 | IT setup and security training | IT |
| 10:30 | Office tour | Buddy |
| 11:00 | HR paperwork and benefits | HR |
| 12:00 | Team lunch | Team |
| 1:30 | Company overview presentation | VP Marketing |
| 3:00 | Tool access verification | Self |
| 4:00 | First 1:1 with manager | VP Marketing |

**Day 2-3 - Company Deep Dive**
- [ ] Complete company history module
- [ ] Review brand guidelines
- [ ] Read last 2 quarterly reports
- [ ] Watch CEO all-hands recording
- [ ] Review competitor landscape doc

**Day 4-5 - Marketing Team Orientation**
- [ ] 1:1 with each team member (3 × 30 min)
- [ ] Review team OKRs and metrics
- [ ] Understand current campaigns
- [ ] Access marketing dashboards
- [ ] Review content calendar

### Week 2: Systems and Stakeholders

**Tools Training:**
- [ ] HubSpot certification (8 hours)
- [ ] Google Analytics walkthrough
- [ ] Figma basics tutorial
- [ ] Internal wiki navigation

**Stakeholder Meetings:**
| Person | Role | Purpose |
|--------|------|---------|
| Head of Sales | Revenue partner | Understand MQL handoff |
| Product Manager | Product launches | Align on roadmap |
| Customer Success | Customer voice | Understand retention |
| Finance | Budget partner | Understand process |

### Week 3-4: Role Immersion

**Activities:**
- [ ] Shadow team members on key tasks
- [ ] Review past 6 months of campaigns
- [ ] Analyze top-performing content
- [ ] Understand lead scoring model
- [ ] Map customer journey documentation

**Deliverable:** Present "30-Day Observations" to VP Marketing
- What I've learned
- Questions I have
- Initial opportunities I see

---

### Phase 1 Milestones

| Milestone | Due | Status |
|-----------|-----|--------|
| All system access working | Day 3 | [ ] |
| Completed company training | Day 5 | [ ] |
| Met all key stakeholders | Day 14 | [ ] |
| HubSpot certification | Day 21 | [ ] |
| 30-day presentation | Day 30 | [ ] |

### Phase 1 Success Criteria

| Criterion | Measure | Target |
|-----------|---------|--------|
| System proficiency | Can navig