Delivery Coach Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Delivery Coach 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 Management onboarding experience or just need an onboarding checklist for your new Delivery Coach, you’re in the right place. We’ve put together a sample Delivery Coach onboarding checklist below and have created onboarding templates & resources to help.
Delivery Coach Onboarding Checklist
1. Introduction to the company: The new Delivery Coach should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the HR department or a designated onboarding specialist.
2. Familiarization with team members: It is crucial for the Delivery Coach to get to know their team members and establish relationships. This task involves introducing the new hire to their colleagues, arranging team-building activities, and facilitating informal meetings. The team lead or manager usually performs this task.
3. Review of job responsibilities: The Delivery Coach should receive a detailed overview of their job responsibilities, including the specific tasks they will be expected to perform and the goals they are expected to achieve. This task is typically performed by the hiring manager or the team lead.
4. Training on company processes and tools: The new Delivery Coach should receive training on the company’s delivery processes, methodologies, and tools used for project management and collaboration. This task is usually performed by a senior Delivery Coach or a designated trainer.
5. Introduction to key stakeholders: The Delivery Coach should be introduced to key stakeholders within the organization, such as senior management, department heads, and other teams they will be collaborating with. This task is typically performed by the hiring manager or a senior member of the team.
6. Shadowing experienced Delivery Coaches: To gain practical insights into the role, the new Delivery Coach should have the opportunity to shadow experienced coaches during client meetings, workshops, and project reviews. This task is usually coordinated by the team lead or a senior Delivery Coach.
7. Review of existing projects: The new Delivery Coach should be provided with an overview of the ongoing projects they will be involved in, including their status, objectives, and key challenges. This task is typically performed by the team lead or project managers.
8. Introduction to clients: If applicable, the new Delivery Coach should be introduced to existing clients, either through virtual meetings or in-person interactions. This task is usually coordinated by the team lead or account manager.
9. Review of documentation and resources: The Delivery Coach should be given access to relevant documentation, templates, and resources that will assist them in their role. This task is typically performed by the team lead or a designated knowledge management specialist.
10. Performance expectations and feedback mechanisms: The new Delivery Coach should have a clear understanding of the performance expectations set by the company and the feedback mechanisms in place to assess their progress. This task is typically performed by the team lead or HR department.
11. Ongoing mentorship and support: The new Delivery Coach should be assigned a mentor or a buddy who can provide guidance, answer questions, and offer support throughout their onboarding journey. This task is typically coordinated by the team lead or HR department.
12. Introduction to company culture and values: The new Delivery Coach should be immersed in the company’s culture and values, understanding how they are manifested in day-to-day operations. This task is typically performed by the HR department or a designated culture ambassador.
13. Review of company policies and procedures: The Delivery Coach should be familiarized with the company’s policies and procedures, including those related to ethics, confidentiality, data protection, and health and safety. This task is typically performed by the HR department.
14. Introduction to professional development opportunities: The new Delivery Coach should be made aware of the professional development opportunities available within the company, such as training programs, certifications, and conferences. This task is typically performed by the HR department or a designated learning and development specialist.
15. Provision of necessary equipment and resources: The Delivery Coach should be provided with the necessary equipment, software, and resources required to perform their job effectively. This task is typically coordinated by the IT department or the team lead.
16. Introduction to company communication channels: The new Delivery Coach should be familiarized with the company’s communication channels, such as email, instant messaging platforms, project management tools, and internal social networks. This task is typically performed by the IT department or a designated communication specialist.
17. Review of company performance metrics: The Delivery Coach should be introduced to the company’s performance metrics and key performance indicators (KPIs) to understand how success is measured and monitored. This task is typically performed by the team lead or a designated performance management specialist.
18. Introduction to company-wide initiatives: The new Delivery Coach should be informed about any ongoing company-wide initiatives, such as diversity and inclusion programs, sustainability efforts, or community engagement activities. This task is typically performed by the HR department or a designated corporate social responsibility team.
19. Review of escalation procedures: The Delivery Coach should be familiarized with the escalation procedures in place for handling critical issues or conflicts that may arise during project delivery. This task is typically performed by the team lead or a designated escalation manager.
20. Introduction to company benefits and perks: The new Delivery Coach should be provided with information about the company’s benefits package, including health insurance, retirement plans, vacation policies, and any additional perks offered. This task is typically performed by the HR department
Setting Up Your Employee Onboarding Process
From reading through the items in the example Delivery Coach checklist above, you’ll now have an idea of how you can apply best practices to getting your new Delivery Coach up to speed and working well in your Management 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.