Table 2. Onboarding Checklist.

Welcoming onboarding process 1. Before the first day (welcoming invitation): Remember to send a welcoming email (or phone call) to tell the new employee the agenda for their first day.  a. Work times for day (time to arrive, expected ending)  b. Where to park  c. Bring lunch or lunch provided  d. Names of team members  e. What to expect the first day  f. Typical dress attire 2. First day (relationship/culture kickoff): Make it a PEAK moment to remember  a. Start the first day with an introduction to your culture, your vision, your mission, and your core values  b. Plan ½ day retreat or a 2-hour employee meeting to introduce team members and establish relationships  c. Minimally, plan a luncheon built around relationship building  d. Discuss with staff prior to first day, how to make it a peak moment for new employee 3. First week (discover/relationship building). Training on their role and time with team members  a. Provide policy manual (employee handbook)   i. Expectations regarding pay (and payroll documents)   ii. Documenting work time (and setting expectations)   iii. Benefits (health, vacation, holidays, retirement)   iv. Email and computer systems passwords   v. Business card ordering  b. Beware of information overload and focus on main aspects of new role  c. Provide opportunities to observe others in their new role  d. Set clear expectations of job role, provide job description and expectation of change (roles rarely stay static, set expectation up front)  e. Introduce job roles of others on the team  f. Set aside time to specifically spend with new hire for relationship building  g. Match new hire with a mentor  h. Utilize any onboarding videos of humanitarian trips or give-back local events  i. Webinar on Everything DiSC training (when available) 4. First month (reinforcement): Training on their role and understanding roles of others  a. Provide opportunities to observe others in their roles  b. Identify and highlight what makes others successful in their roles, and how they developed these skills or habits