Onboarding Doc TEMPLATE

Welcome to the [team name] team! This guide should help steer you through your first few weeks and answer any questions you may have. Don't hesitate to Slack me to help answer questions or point you in the right direction.

This is your document. Feel free to add notes and questions to it, check off resources as you review them, and use it however it best serves you.

[table of contents linking to the subheaders]

1. Team Structure

Here is the [team name] org chart:

[inset image of the org chart]

[link to org chart]

People to Know:

• [first and last name], [role], [email], [Slack handle] 

• [first and last name], [role], [email], [Slack handle] 

• [first and last name], [role], [email], [Slack handle] 

• [first and last name], [role], [email], [Slack handle] 

• [first and last name], [role], [email], [Slack handle] 

2. What Is [name of company]?

[brief history of the company]

[who are the company's customers and what problem is the company trying to solve for those customers]

[how does the company make money]

[what role our department plays in all this]

3. Team Focus

[what are the current goals and plans for our team]

4. Team Production Process 

This is the basic process we follow:

• [step]

• [step]

• [step]

• [step]

• [step] 

5. Role & Responsibilities

[summary of the new person’s role and responsibilities]

6. Resources

[links to things like the editorial calendar, style guide, Asana board, checklists, and so on]

7. OTHER

*OPTIONAL

• Onboarding Buddy: [I recommend assigning them an onboarding buddy. This person agrees to meet with the new person once a week for 3-4 weeks to provide advice and support]

• List of Common Slack Chats: [Make sure to note the most important ones and add the new person on day one]

*NOTE FOR MANAGER: See the list under Week 1 of “How to Lead a New Team.” Make sure that you are adding the new person to the recurring team meeting, setting up your weekly 1:1, and exchanging phone numbers.