Building Manager Onboarding Checklist

Building Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Building Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Facilities onboarding experience or just need an onboarding checklist for your new Building Manager, you’re in the right place. We’ve put together a sample Building Manager onboarding checklist below and have created onboarding templates & resources to help.

Building Manager Onboarding Checklist

1. Introduction to company policies and procedures: The building manager should receive a comprehensive overview of the company’s policies and procedures, including safety protocols, emergency response plans, and maintenance procedures. This task is typically performed by the HR department or a senior manager.

2. Familiarization with the building: The building manager should be given a tour of the entire facility, including all key areas such as mechanical rooms, electrical panels, fire alarm systems, and utility rooms. This task is usually performed by a senior building manager or a designated staff member.

3. Introduction to building systems: The building manager should receive training on the various systems within the facility, such as HVAC, plumbing, electrical, and security systems. This task is typically performed by the maintenance team or a designated technician.

4. Review of building documentation: The building manager should be provided with all relevant documentation, including blueprints, equipment manuals, maintenance logs, and warranties. This task is usually performed by the previous building manager or the facilities management team.

5. Introduction to key stakeholders: The building manager should be introduced to key stakeholders within the company, such as department heads, maintenance staff, security personnel, and vendors. This task is typically performed by the HR department or a senior manager.

6. Training on building management software: If the company utilizes specific software for building management, the building manager should receive training on how to use it effectively. This task is usually performed by the IT department or a designated software trainer.

7. Review of budget and financial responsibilities: The building manager should be provided with an overview of the budget for the facility, including financial responsibilities such as expense tracking, vendor payments, and budget planning. This task is typically performed by the finance department or a senior manager.

8. Introduction to maintenance schedules and preventive maintenance plans: The building manager should be familiarized with the maintenance schedules and preventive maintenance plans in place for the facility. This task is typically performed by the maintenance team or a designated staff member.

9. Review of tenant leases and agreements: If the building manager is responsible for managing tenant relationships, they should be provided with copies of all tenant leases and agreements, and be briefed on any specific requirements or obligations. This task is typically performed by the property management team or a designated staff member.

10. Introduction to health and safety regulations: The building manager should receive training on health and safety regulations applicable to the facility, including OSHA guidelines, fire safety codes, and building occupancy limits. This task is typically performed by the HR department or a designated safety officer.

11. Familiarization with emergency response protocols: The building manager should be trained on emergency response protocols, including evacuation procedures, first aid training, and coordination with emergency services. This task is typically performed by the safety officer or a designated staff member.

12. Introduction to sustainability initiatives: If the company has sustainability initiatives in place, the building manager should be briefed on these initiatives and their role in implementing and maintaining them. This task is typically performed by the sustainability team or a designated staff member.

13. Review of vendor contracts and relationships: The building manager should be provided with an overview of existing vendor contracts and relationships, including maintenance contractors, cleaning services, and security providers. This task is typically performed by the procurement department or a designated staff member.

14. Introduction to reporting and communication channels: The building manager should be informed about the reporting and communication channels within the company, including who to contact for specific issues or emergencies. This task is typically performed by the HR department or a senior manager.

15. Ongoing training and professional development opportunities: The building manager should be made aware of any ongoing training and professional development opportunities available to them, such as industry conferences, workshops, or certifications. This task is typically performed by the HR department or a designated staff member

Setting Up Your Employee Onboarding Process

From reading through the items in the example Building Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Building Manager up to speed and working well in your Facilities team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.