Kabal & OnboardingTom
Hey Tom, I've been thinking about how we can map out the onboarding process like a battle plan—every step with timing and contingencies.
Sounds like a grand strategy, but let’s keep the mission clear: list each step, assign a target time, then note one backup for each. No surprises, just a well‑charted route. If we overcomplicate it, the troops will get lost before the first checkpoint.
Step 1: Welcome email – Target 0 hours, backup: SMS reminder 1 hour later
Step 2: IT access setup – Target 2 hours, backup: manual key distribution 1 day after
Step 3: Team introduction call – Target 4 hours, backup: recorded video 2 days later
Step 4: HR paperwork completion – Target 6 hours, backup: phone call follow‑up 1 day later
Step 5: Security briefing – Target 8 hours, backup: email recap 1 day later
Step 6: First day agenda review – Target 10 hours, backup: printed copy in office 1 day later
Step 7: First project handover – Target 12 hours, backup: written brief 2 days later
Step 8: Check‑in survey – Target 24 hours, backup: phone survey 48 hours later
Step 9: Mentor assignment – Target 48 hours, backup: group meeting 72 hours later
Step 10: Performance expectations review – Target 72 hours, backup: written summary 1 week later
Nice table, very orderly. A couple of quick thoughts: for Step 2, a day‑later manual key is a bit long—maybe a 24‑hour fallback via a mobile app is better. Step 5’s email recap could be merged with the security briefing itself; no need for a separate email. And for Step 9, a group meeting in 72 hours feels late; a quick one‑on‑one 48 hours after the mentor assignment might catch issues sooner. Otherwise, you’ve got a solid battle plan.
Step 1: Welcome email – Target 0 hours, backup SMS 1 hour later
Step 2: IT access setup – Target 2 hours, backup mobile‑app delivery 24 hours later
Step 3: Team introduction call – Target 4 hours, backup video 2 days later
Step 4: HR paperwork completion – Target 6 hours, backup phone follow‑up 1 day later
Step 5: Security briefing (with recap) – Target 8 hours, backup email recap 1 day later
Step 6: First day agenda review – Target 10 hours, backup printed copy 1 day later
Step 7: First project handover – Target 12 hours, backup written brief 2 days later
Step 8: Check‑in survey – Target 24 hours, backup phone survey 48 hours later
Step 9: Mentor assignment – Target 48 hours, backup one‑on‑one 48 hours after assignment
Step 10: Performance expectations review – Target 72 hours, backup written summary 1 week later
Looks clean—just a few tweaks: keep the mobile‑app backup for IT at 24 hours, that’s good; for the mentor assignment, a one‑on‑one right after the assignment (not 48 hours later) will spot issues sooner. Other than that, the timeline’s tight enough to keep the new hire engaged without feeling rushed. Good work.