Manager onboarding template
A great starting point to build an onboarding plan for your new managers.


About this template
This template is a structured onboarding journey containing all of the required activities for onboarding a new manager. From pre-boarding and going past their first 30, 60 and 90 days, the outcome will be an experience that integrates and engages them into their new role within the company.


The Objective
A well-integrated salesperson, who is quickly ready to help you generate more sales.
The Objective
A well-integrated manager, who is quickly ready to support teams and help them grow.
Manager onboarding template walk-through:
Why is it important to have a dedicated onboarding for your new manager?
Having an onboarding template dedicated to new managers is reassurance that by the end of they onboarding, they will feel like a part of the organization, be connected with the right people and be ready help their team to grow. This template regroups the best practices for managers and activities that will help new managers to take their responsibilities and connect with their team.
What kind of activities are included?
This manager onboarding template contains all the fundamental activities of onboarding plus specific activities for managers.


1. Fundamentals
Fundamental activities focus on all the activities every employee needs to be onboarded successfully to their new job. This includes activities like: gaining access to the right materials, software and access, meeting their team and having 1:1s with their team.

2. Manager focused activities
In addition to fundamentals, the manager onboarding template contains dedicated activities like: getting to know the people in the team, meeting with HR, directors and other managers, discovering the processes and history of the team, etc.

3. Social and integration activities
Manager focused onboarding activities are essential to ensure your new managers are ready to take care of their team and your business. But for a new manager, connecting with people and being integrated in the organization is essential. So, this is why we've added some recommended social activities: organize a morning coffee or a lunch with your team, connect with someone outside the team, present yourself to the rest of the organization, participate in a 5@7, etc.