Manager onboarding template

A great starting point to build an onboarding plan for your new managers.
30-60-90 day onboarding
29 activities

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.

And for the rest, your company has its own rituals and habits, so be creative to add your own to enrich the onboarding experience.

What are the benefits to use this manager onboarding template

For HR

The benefit of this template is having a starting point, built on best practices, that you can easily customize to your organizations reality. The best part is, the 29 recommended activities included in this template are ready to use, customized or not and the template can be duplicated for future onboarding.

For managers

This template will ensure your new employee is well supported during their onboarding. In addition, you will be able to follow their progress and adapt the onboarding plan along their journey. Finally, this tailored onboarding will help your new employee reach their full potential quickly.

For new employees

This template acts as a window into the future of every new employees job. First impressions a crucial in terms of retention and engagement and the benefit of having a tailored template is ensuring the quality and continuity of every new employees onboarding. The outcome is a happy and engaged new member of your team.

An easy and proactive way to create memorable onboarding experiences

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