New Hire Training Plan Template

Company/Organization: [Company Name]
New Hire Name: [Full Name]
Job Title/Role: [Role]
Department/Team: [Team]
Manager: [Name]
Buddy/Mentor (Optional): [Name]
Start Date: [Start Date]
Plan End Date (Target): [End Date]

1. Role Overview and Success Criteria

1.1 Role Summary: [Brief summary].
1.2 Success Criteria (By End of Plan):

• [Outcome #1]

• [Outcome #2]

• [Outcome #3]

2. Pre-Boarding Checklist (Before Day 1)

2.1 Accounts and Access: ☐ Email ☐ HRIS ☐ Payroll ☐ VPN ☐ Tools: [List]
2.2 Equipment: ☐ Laptop ☐ Badge ☐ Software licenses ☐ Other: [List]
2.3 Paperwork: ☐ Offer letter ☐ Tax forms ☐ Handbook acknowledgment ☐ NDA/IP (if applicable)

3. Week 1: Orientation and Foundations

3.1 Company Intro: Mission, org structure, key contacts.
3.2 Policies/Compliance: [Required trainings].
3.3 Tools Setup: [Email, calendars, systems].
3.4 Role Basics: [Core processes and expectations].
3.5 Shadowing: [Who/what].
3.6 Milestone: [Example: complete onboarding trainings + access confirmed].

4. Weeks 2–4: Role Training and Initial Tasks

4.1 Module 1: [Topic] — Owner: [Trainer] — Due: [Date] — Success: [Criteria]
4.2 Module 2: [Topic] — Owner: [Trainer] — Due: [Date] — Success: [Criteria]
4.3 Initial Work Tasks:

• Task #1: [Task] — Due: [Date] — Reviewed by: [Name]

• Task #2: [Task] — Due: [Date] — Reviewed by: [Name]
  4.4 Milestone: [Example: deliver first independent work output].

5. Weeks 5–8: Increasing Ownership

5.1 Advanced Training Topics: [List].
5.2 Independent Responsibilities: [List].
5.3 Quality/Performance Goals: [Metrics].
5.4 Milestone: [Example: manage tasks end-to-end with minimal supervision].

6. Weeks 9–12 (Optional): Proficiency and Next Goals

6.1 Proficiency Review: [Skills to demonstrate].
6.2 Stretch Goals (Optional): [Goals].
6.3 Career Development: [Next training/certifications].
6.4 Milestone: [Example: fully ramped and meeting role expectations].

7. Check-Ins and Feedback

7.1 Check-In Schedule: ☐ Daily (Week 1) ☐ Weekly ☐ Biweekly + dates: [Dates]
7.2 Feedback Notes: [Space].
7.3 Support Needed: [Tools/resources/coaching].

Signatures

Manager: [Name]
Date: [Date]
Signature: ___________________________

New Hire: [Full Name]
Date: [Date]
Signature: ___________________________