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Give every new starter a great first week
A day-by-day onboarding plan for a new team member, turned into a Trello board with tasks for you, the starter and their buddy.
When to use it
A week before someone starts
Step by step
Describe the role and your workplace
Note what the job involves, who they'll work with, which systems they'll use and anything they must do in week one, such as safety training.
Ask AI for the plan
Paste this prompt into your AI assistant.
Prompt to copyCreate an onboarding plan for a new [job title] joining [business], a team of [size]. Role details: [paste]. Give: 1) a before-day-one checklist (equipment, logins, paperwork, welcome message), 2) a day-by-day plan for week 1 with a mix of learning, meeting people and one small real task, 3) goals for the end of week 2, month 1 and month 3, 4) who owns each task: manager, buddy, or new starter. Keep it realistic for a small business and not overloaded. Format as lists I can turn into cards.Build the board
Create a Trello board with lists for Before day one, Week 1, Month 1 and Month 3. Add each task as a card, assign people and set due dates.
Copy it next time
Once it works, use Trello's option to make the board a template or copy it, so each new starter gets the same good experience.
What you get
Before day one: laptop set up (Manager), send welcome message with first-day details (Manager), pick a lunch spot (Buddy). Day 1: tour, meet the team, set up email. Day 3: shadow two customer calls. Day 5: handle one simple order alone; end-of-week chat. Month 1 goal: running the morning orders.
Tips
- Add a 'questions so far' card the starter can add to all week; it shows what to explain better next time.
- Notion or a shared Google Doc works just as well if your team doesn't use Trello.