E-Learning Manager Onboarding Checklist

E-Learning Manager Onboarding Process

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

E-Learning Manager Onboarding Checklist

1. Introduction to company culture and values: The HR department or a designated company representative should provide an overview of the company’s culture, values, and mission. This task helps the E-Learning Manager understand the organization’s core principles and align their work accordingly.

2. Familiarization with company policies and procedures: The HR department should provide the E-Learning Manager with a comprehensive handbook or guide that outlines the company’s policies and procedures. This includes information on employee benefits, code of conduct, leave policies, and any other relevant guidelines.

3. Introduction to the e-learning platform: The IT department or a designated technical expert should provide a detailed introduction to the company’s e-learning platform. This task involves familiarizing the E-Learning Manager with the platform’s features, functionalities, and how to navigate and manage courses effectively.

4. Meeting with key stakeholders: The E-Learning Manager should have introductory meetings with key stakeholders, such as department heads, instructional designers, subject matter experts, and other relevant team members. These meetings help establish relationships, understand roles and responsibilities, and gain insights into the organization’s e-learning needs.

5. Review of existing e-learning materials: The E-Learning Manager should be provided with access to existing e-learning materials, courses, and resources. This task involves reviewing the content to understand the quality, relevance, and effectiveness of the current offerings.

6. Training on content authoring tools: If the company uses specific content authoring tools, the E-Learning Manager should receive training on how to use them effectively. This may involve attending workshops, online tutorials, or receiving one-on-one training from the IT department or designated experts.

7. Collaboration with instructional designers: The E-Learning Manager should collaborate closely with instructional designers to understand their processes, methodologies, and expectations. This task involves attending meetings, participating in brainstorming sessions, and providing input on course design and development.

8. Familiarization with learning management system (LMS): The E-Learning Manager should receive training on the company’s learning management system, including how to create and manage user accounts, track learner progress, generate reports, and troubleshoot any technical issues. This training may be provided by the IT department or LMS administrators.

9. Review of learning objectives and goals: The E-Learning Manager should meet with department heads or relevant stakeholders to understand the organization’s learning objectives and goals. This task involves reviewing existing learning plans, identifying gaps, and aligning e-learning strategies to meet the organization’s objectives.

10. Introduction to performance evaluation processes: The HR department should provide an overview of the company’s performance evaluation processes and criteria. This task helps the E-Learning Manager understand how their performance will be assessed and what expectations they need to meet.

11. Collaboration with IT department: The E-Learning Manager should establish a working relationship with the IT department to ensure smooth integration of e-learning systems, troubleshoot technical issues, and stay updated on any system updates or changes.

12. Review of budget and resource allocation: The E-Learning Manager should meet with the finance department or relevant stakeholders to review the budget allocated for e-learning initiatives. This task involves understanding financial constraints, resource allocation, and seeking approval for any additional budget requirements.

13. Introduction to professional development opportunities: The HR department or a designated representative should provide information on professional development opportunities available to the E-Learning Manager. This may include conferences, webinars, workshops, or online courses that can enhance their skills and knowledge in the field of e-learning.

14. Introduction to company communication channels: The E-Learning Manager should be introduced to the company’s communication channels, such as email, instant messaging platforms, project management tools, and any other relevant platforms. This task ensures effective communication and collaboration with team members and stakeholders.

15. Review of data privacy and security protocols: The IT department or a designated expert should provide training on data privacy and security protocols to ensure the E-Learning Manager understands how to handle sensitive learner data, comply with regulations, and maintain the security of e-learning systems.

16. Introduction to company-wide initiatives: The E-Learning Manager should be informed about any ongoing company-wide initiatives, such as diversity and inclusion programs, sustainability efforts, or community engagement projects. This task helps the E-Learning Manager align their work with the organization’s broader goals and values.

17. Introduction to support resources: The E-Learning Manager should be provided with information on available support resources, such as IT helpdesk, HR representatives, or designated mentors within the organization. This task ensures that the E-Learning Manager knows where to seek assistance or guidance when needed.

18. Review of legal and compliance requirements: The HR department or legal team should provide an overview of legal and compliance requirements relevant to the e-learning field, such as copyright laws, accessibility guidelines, and data protection regulations. This task ensures the E-Learning Manager understands their responsibilities and can develop courses that comply with relevant laws and regulations.

19. Introduction to company-wide meetings and events: The E-Learning Manager should be informed about regular company-wide meetings, events, or town halls. This task ensures their participation in important organizational updates, team-building activities, and opportunities to network with colleagues from different departments.

20. Setting up performance goals and expectations: The E-Learning Manager should meet with their direct supervisor or department head to set performance goals and expectations for their role. This task involves discussing key performance indicators, deliverables, and timelines to ensure clarity and alignment with organizational objectives

Setting Up Your Employee Onboarding Process

From reading through the items in the example E-Learning Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new E-Learning Manager up to speed and working well in your Education 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.