Thursday, July 27

The Onboardee’s Checklist

Y

ou’re starting a new job at a new company. You don’t know their internal processes or culture yet, and your role may be different from what you’ve done before.

You do have some information from the interview, but the reality of a job often doesn’t match the job description. Even if the interviewer previously held your position, day-to-day tasks are often glossed over in favor of more memorable, less frequent events.


Build Your Own Checklist

When you feel like you know nothing, it’s hard to make a plan. Every company is different, right? True—but you do have past experience to draw on.


If you’ve ever joined a new team, learned a new skill, or started a new activity, you’ve seen patterns emerge. Those patterns can form the basis of your personal onboarding checklist.

Here’s my checklist to get you started:

  • Know your go-to people – Who can help you when you’re stuck?
  • Map your resources – What tools, documents, and systems do you have access to?
  • Spot the risks early – What can go wrong? How will you know, and what’s your first response?
  • Understand communication norms – Email, chat, meetings—what’s preferred?
  • Notice process pain points – What’s broken, and what’s been patched over for too long?
  • Identify neglected work – Is there an unowned responsibility quietly gathering dust?

Remember: your weakness is that you know nothing—and your strength is also that you know nothing. A fresh perspective can spot issues veterans overlook.


It is common to feel overwhelmed. If you’re unsure how to ask a question, jot down your confusion. Then, once someone’s explained, revisit that spot and ask for clarity.


Make the Most of Onboarding

Document your onboarding experience—especially what’s missing or wrong. It will help the next person in your role and may highlight gaps for your team.

When reviewing tutorials or documentation:

  • Follow them step-by-step.

  • Note unclear instructions, unnecessary detail, or missing steps.

  • Suggest simplifying overly long guides by focusing on defaults for common cases.

Many tutorials suffer from the curse of knowledge—written from an expert’s view, crammed with every feature, and organized by internal logic rather than user needs.
Whenever possible, reframe them for the intended user: explain the intent, group by use case, and keep it simple.

Communicate Effectively 

  • Tame your inbox – Set up filters to keep critical messages visible amid the noise.
  • Be intentional with meetings – Know why you’re invited before accepting. Saying "No" is a skill. Long meetings with many people are costly; make them count.
  • Keep retrospectives actionable – The value is in the follow-up. Track action items and ensure they happen.
  • Adapt to the team’s style – Use their tools and tone, even if it’s different from what you’re used to.

  • Make Early, Smart Suggestions

    It’s natural to wait before making suggestions, but don’t wait too long—momentum matters. The first 90 days set the tone for your role.

    Look for:

    • Obvious gaps – Missing processes, outdated tools, unassigned work.

    • Avoided problems – Pain points that no one wants to own.

    • Low-bar opportunities – When a solution is bad or nonexistent, you don’t need deep expertise to make an impact.

    Some of my biggest wins came from tackling tasks outside my skill set—because no one else wanted to touch them. If you approach them with curiosity, persistence, and a willingness to learn, you can quickly add value.

    Even small fixes to frustrating workflows can dramatically improve team morale and productivity.


    Final Thought

    Your first weeks aren’t just about learning the ropes—they’re a unique chance to see with fresh eyes. Notice what’s confusing, inefficient, or broken before you become used to it.

    By combining curiosity with action, you can contribute meaningfully while still finding your feet.


    Related Posts



    More Information

    Books

    by Atul Gawande

    Shows how simple checklists can dramatically improve consistency, onboarding, and problem-solving.

    Video Reviews  1 &  2



    The Culture Map: Breaking Through the Invisible Boundaries of Global Business by Erin Meyer

    Excellent for decoding communication and decision-making styles, especially if you work in international or cross-functional teams.
     



    Crucial Conversations: Tools for Talking When Stakes are High  by Kerry Patterson, Stephen R. Covey,  Joseph Grenny,  Ron McMillan,  Al Switzler

    Practical techniques for staying calm, respectful, and effective during emotionally charged feedback moments.





    No comments:

    Post a Comment