Community Development Planner Onboarding Checklist

Do you need a Community Development Planner onboarding checklist but don’t where to start? Buy our expertly crafted chronological checklist – 40 items of best-practice action items from preboarding to first day to future reviews – in Word/Docs format and save yourself over 2 hours of research, writing, and formatting. Trusted by some of the world’s leading companies, this checklist is ready for instant download to ensure nothing gets missed & to streamline the onboarding of your Community Development Planner in their new job.

Onboarding Checklist Details →

Community Development Planner Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Community Development Planner 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 Urban Planning onboarding experience or just need an onboarding checklist for your new Community Development Planner, you’re in the right place. We’ve put together a sample Community Development Planner onboarding checklist below and have created onboarding templates & resources to help.

Community Development Planner Onboarding Checklist

1. Introduction to the company: The new Community Development Planner should be provided with a comprehensive introduction to the company, including its mission, values, organizational structure, and key stakeholders. This task is typically performed by the Human Resources department or a designated onboarding specialist.

2. Familiarization with the team: The new planner should be introduced to their immediate team members, including colleagues, supervisors, and any other relevant personnel. This allows them to establish relationships, understand reporting lines, and gain an overview of team dynamics. The team lead or supervisor typically performs this task.

3. Review of job responsibilities: A detailed review of the Community Development Planner’s job responsibilities should be conducted, ensuring they have a clear understanding of their role, tasks, and expectations. This task is typically performed by the supervisor or department head.

4. Orientation to the urban planning industry: As a Community Development Planner, it is crucial to have a solid understanding of the urban planning industry. This task involves providing the new planner with resources, materials, and training sessions to familiarize them with industry trends, best practices, and relevant regulations. This can be performed by a senior planner or a designated industry expert within the company.

5. Introduction to relevant software and tools: Urban planning often involves the use of specialized software and tools. The new planner should receive training on these tools, including GIS software, project management software, and any other platforms specific to the company’s operations. This task is typically performed by the IT department or a designated software trainer.

6. Review of company policies and procedures: The new planner should be provided with an overview of the company’s policies and procedures, including those related to ethics, safety, data protection, and any other relevant areas. This task is typically performed by the Human Resources department or a designated compliance officer.

7. Familiarization with ongoing projects: The new planner should be given an overview of the ongoing projects within the company, including their objectives, timelines, and key stakeholders. This allows them to understand the current priorities and how their role fits into the broader picture. The supervisor or project manager typically performs this task.

8. Introduction to community engagement strategies: Community Development Planners often work closely with local communities. Therefore, they should be introduced to the company’s community engagement strategies, including public consultation processes, stakeholder management techniques, and methods for fostering community participation. This task can be performed by a senior planner or a designated community engagement specialist.

9. Training on data analysis and research techniques: Urban planning often requires data analysis and research skills. The new planner should receive training on data collection methods, statistical analysis, and research techniques to ensure they can effectively contribute to the planning process. This task can be performed by a senior planner or a designated research expert within the company.

10. Introduction to relevant legislation and regulations: Community Development Planners must have a solid understanding of the legal and regulatory frameworks that govern urban planning. They should be provided with training and resources to familiarize themselves with relevant legislation, zoning codes, environmental regulations, and any other legal requirements. This task can be performed by a senior planner or a designated legal expert within the company.

11. Shadowing and mentoring opportunities: To facilitate a smooth transition, the new planner should have the opportunity to shadow experienced colleagues and receive mentoring support. This allows them to learn from seasoned professionals, gain practical insights, and ask questions. The supervisor or a designated mentor typically facilitates this task.

12. Introduction to internal communication channels: The new planner should be familiarized with the company’s internal communication channels, such as email systems, project management platforms, and collaboration tools. This ensures they can effectively communicate and collaborate with colleagues across different teams. The IT department or a designated communication specialist typically performs this task.

13. Performance expectations and evaluation: The new planner should have a clear understanding of the company’s performance expectations and evaluation processes. This includes setting goals, establishing key performance indicators, and understanding how performance will be assessed and reviewed. The supervisor or Human Resources department typically performs this task.

14. Introduction to professional development opportunities: Urban planning is a dynamic field, and ongoing professional development is crucial. The new planner should be informed about the company’s professional development opportunities, such as conferences, workshops, training programs, and certifications. This task can be performed by the supervisor, Human Resources department, or a designated professional development coordinator.

15. Introduction to external stakeholders: Community Development Planners often interact with external stakeholders, such as government agencies, community organizations, and private developers. The new planner should be introduced to key external stakeholders, their roles, and how they collaborate with the company. This task can be performed by the supervisor, project manager, or a designated stakeholder engagement specialist.

16. Provision of necessary resources and equipment: The new planner should be provided with the necessary resources and equipment to perform their job effectively. This may include access to relevant databases, office supplies, a dedicated workspace, and any specialized equipment required for fieldwork. The supervisor or the department responsible for procurement typically performs this task.

17. Introduction to company culture and values: The new planner should be introduced to the company’s culture and values, including its commitment to sustainability, inclusivity, and community well-being. This helps them align their work with the company’s ethos and fosters a sense of belonging. This task is typically performed by the Human Resources department or a designated culture ambassador.

18. Provision of health and safety training: The new planner should receive health and safety training to ensure they are aware of potential hazards, emergency procedures, and company policies related to workplace safety. This task is typically performed by the Human Resources department or a designated health and safety officer.

19. Introduction to budgeting and financial processes: Community Development Planners often work with budgets and financial processes. The new planner should be introduced to the company’s budgeting procedures, financial reporting requirements, and any relevant financial software. This task can be performed by the supervisor, finance department, or a designated financial specialist.

20. Ongoing support and check-ins: Throughout the onboarding process, the new planner should receive ongoing support and regular check-ins to address any questions, concerns, or challenges they may encounter. This ensures a smooth transition and helps them integrate into the company effectively. The supervisor or a designated onboarding coordinator typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Community Development Planner checklist above, you’ll now have an idea of how you can apply best practices to getting your new Community Development Planner up to speed and working well in your Urban Planning 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.

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