onboarding-guide-creator

What this skill does

# Onboarding Guide Creator

Structured frameworks for creating comprehensive employee onboarding programs with role-specific content, timelines, and success metrics.

## Onboarding Timeline Framework

### Master Timeline

```
ONBOARDING PHASES:

PRE-DAY-1 (Offer Accepted → Start Date)
├── Welcome email with logistics
├── Equipment ordering and setup
├── Account provisioning (email, Slack, tools)
├── Pre-reading materials sent
├── Buddy/mentor assigned
└── First week calendar pre-populated

WEEK 1: ORIENT
├── Day 1: Welcome, setup, team introductions
├── Day 2: Company overview, culture, values
├── Day 3: Role-specific training begins
├── Day 4: Tool training and access verification
├── Day 5: Week 1 check-in with manager
└── Deliverable: "I understand my role and how the company works"

WEEKS 2-4: LEARN
├── Deep-dive into team processes and workflows
├── Shadow key meetings and customer calls
├── Complete required compliance training
├── Begin first small project or task
├── Meet cross-functional stakeholders
└── Deliverable: "I can execute core tasks with guidance"

30-DAY CHECK-IN
├── Manager 1:1 review
├── Self-assessment against 30-day goals
├── Feedback collection (new hire → company)
├── Identify knowledge gaps
└── Adjust 60-day plan if needed

DAYS 31-60: CONTRIBUTE
├── Own tasks and small projects independently
├── Contribute to team goals
├── Deeper cross-functional collaboration
├── Begin attending all recurring meetings
└── Deliverable: "I can work independently on routine tasks"

60-DAY CHECK-IN
├── Progress review against goals
├── Expanded responsibilities discussion
├── Peer feedback collection
└── Adjust 90-day plan if needed

DAYS 61-90: OWN
├── Own a meaningful workstream or project
├── Contribute to planning and strategy discussions
├── Mentor newer team members if applicable
├── Identify process improvements
└── Deliverable: "I am a fully productive team member"

90-DAY REVIEW
├── Formal performance discussion
├── Goal setting for next quarter
├── Onboarding feedback survey
├── Transition to standard performance cycle
└── Celebrate completion
```

## Role-Specific Templates

### Engineering Onboarding

```
ENGINEERING ONBOARDING ADDITIONS:

PRE-DAY-1:
- [ ] Dev machine ordered (spec: ___)
- [ ] GitHub/GitLab access provisioned
- [ ] VPN and SSH keys prepared
- [ ] IDE license assigned

WEEK 1:
- [ ] Dev environment setup (follow setup guide)
- [ ] Clone key repositories
- [ ] Run the application locally
- [ ] Review architecture documentation
- [ ] Pair with buddy on a small bug fix
- [ ] Understand CI/CD pipeline
- [ ] Review coding standards and PR process

WEEKS 2-4:
- [ ] Complete first PR (small, well-scoped)
- [ ] Participate in code review (as reviewer)
- [ ] Attend sprint ceremonies
- [ ] Understand on-call rotation and runbooks
- [ ] Review incident response process
- [ ] Deep-dive on owned service/module

30-DAY MILESTONE:
- [ ] Merged 3+ PRs
- [ ] Completed code review for others
- [ ] Can run and debug the application locally
- [ ] Understands deployment process

60-DAY MILESTONE:
- [ ] Owns a feature or workstream
- [ ] Can triage and fix production issues
- [ ] Contributes to technical design discussions
- [ ] Mentors on team conventions and tooling

90-DAY MILESTONE:
- [ ] Delivered a meaningful feature end-to-end
- [ ] Participated in on-call rotation
- [ ] Contributed to team process improvements
- [ ] Comfortable presenting technical work to team
```

### Sales Onboarding

```
SALES ONBOARDING ADDITIONS:

WEEK 1:
- [ ] Product overview and demo walkthrough
- [ ] ICP and buyer persona review
- [ ] CRM setup and pipeline training
- [ ] Sales methodology introduction
- [ ] Listen to 5 recorded discovery calls
- [ ] Review competitive battle cards

WEEKS 2-4:
- [ ] Shadow 10+ live calls (discovery, demo, close)
- [ ] Complete product certification
- [ ] Practice pitch delivery (recorded + feedback)
- [ ] Learn objection handling frameworks
- [ ] Understand pricing and discounting policies
- [ ] Build initial target account list

30-DAY MILESTONE:
- [ ] Pass product knowledge certification
- [ ] Deliver solo demo to internal audience
- [ ] Own 5+ accounts/opportunities
- [ ] Complete CRM hygiene training

60-DAY MILESTONE:
- [ ] Run discovery calls independently
- [ ] Pipeline meets minimum threshold ($X)
- [ ] Delivered 10+ demos
- [ ] Comfortable with pricing discussions

90-DAY MILESTONE:
- [ ] Closed first deal (or advanced to late stage)
- [ ] Pipeline at quota-pace level
- [ ] Can handle competitive objections confidently
- [ ] Contributing to team best practices
```

### Design Onboarding

```
DESIGN ONBOARDING ADDITIONS:

WEEK 1:
- [ ] Design tools setup (Figma, prototyping tools)
- [ ] Review design system and component library
- [ ] Brand guidelines deep-dive
- [ ] Understand design review process
- [ ] Meet key stakeholders (PM, Eng, Research)

WEEKS 2-4:
- [ ] Audit existing designs in your area
- [ ] Shadow user research sessions
- [ ] Complete first small design task
- [ ] Present work in design critique
- [ ] Understand handoff process to engineering

30-DAY MILESTONE:
- [ ] Completed first design deliverable
- [ ] Comfortable with design system usage
- [ ] Participated in design critique (giving + receiving)
- [ ] Understands user research insights for your area

60-DAY MILESTONE:
- [ ] Owns a design workstream
- [ ] Conducted or co-led user research
- [ ] Designs are passing critique with minimal revision
- [ ] Collaborating effectively with PM and engineering

90-DAY MILESTONE:
- [ ] Delivered end-to-end design for a feature
- [ ] Contributing to design system evolution
- [ ] Presenting design rationale to stakeholders confidently
- [ ] Identified and proposed design improvements
```

### Operations Onboarding

```
OPERATIONS ONBOARDING ADDITIONS:

WEEK 1:
- [ ] Process documentation review
- [ ] Tool access (project management, analytics, comms)
- [ ] Org chart and RACI matrix review
- [ ] Understand key workflows and SLAs
- [ ] Meet cross-functional dependencies

WEEKS 2-4:
- [ ] Shadow key operational processes end-to-end
- [ ] Document current-state processes you'll own
- [ ] Identify quick-win improvements
- [ ] Understand reporting cadence and metrics
- [ ] Complete compliance and policy training

30-DAY MILESTONE:
- [ ] Can execute core processes independently
- [ ] Owns daily/weekly operational tasks
- [ ] Documented one process improvement
- [ ] Comfortable with reporting tools

60-DAY MILESTONE:
- [ ] Owns a workstream end-to-end
- [ ] Implemented at least one process improvement
- [ ] Managing cross-functional dependencies
- [ ] Contributing to operational metrics review

90-DAY MILESTONE:
- [ ] Fully owns operational area
- [ ] Driving efficiency improvements measurably
- [ ] Presenting operational updates to leadership
- [ ] Mentoring on processes for newer team members
```

## Welcome Guide Structure

### Day 1 Welcome Document

```
WELCOME GUIDE OUTLINE:

1. WELCOME MESSAGE
   - Personal note from manager
   - Team welcome and excitement
   - What to expect on Day 1

2. COMPANY OVERVIEW
   - Mission and vision (one paragraph each)
   - Company history (brief timeline)
   - Products and customers (who we serve)
   - Business model (how we make money)
   - Org structure (high-level chart)

3. CULTURE AND VALUES
   - Core values with examples
   - Communication norms (async vs sync, tools)
   - Meeting culture (camera on/off, note-taking)
   - Work schedule expectations (hours, flexibility)
   - PTO and time-off culture

4. YOUR TEAM
   - Team mission and current priorities
   - Team members (name, role, fun fact)
   - Your buddy/mentor (name, how to reach)
   - Key stakeholders outside the team

5. TOOLS AND ACCESS
   - Account credentials and setup guide
   - Key tools checklist (with links)
   - IT support contact
   - Security policies (passwords, 2FA)

6. LOGISTICS
   - Office location / remote setup
   - Expense policy
   - Benefits enrollment deadline
   - HR contact for questio