Editor Onboarding Checklist

Editor Onboarding Process

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

Editor Onboarding Checklist

1. Introduction to company culture: The editor should be provided with an overview of the company’s values, mission, and vision. This task is typically performed by the HR department or a senior member of the editorial team, and it helps the editor understand the company’s overall direction and work environment.

2. Familiarization with company policies and procedures: The editor should be given a comprehensive overview of the company’s policies and procedures, including those related to writing style, content guidelines, and editorial processes. This task is usually performed by the editorial team lead or a senior editor, ensuring that the new editor understands the company’s standards and expectations.

3. Introduction to the editorial team: The editor should be introduced to the members of the editorial team, including their roles and responsibilities. This task is typically performed by the editorial team lead or a senior editor, fostering a sense of camaraderie and collaboration among team members.

4. Review of current projects and assignments: The editor should be provided with an overview of the ongoing projects and assignments they will be working on. This task is usually performed by the editorial team lead or project managers, ensuring that the new editor is aware of their immediate responsibilities and deadlines.

5. Training on company-specific tools and software: The editor should receive training on any company-specific tools and software used for writing, editing, and content management. This task is typically performed by the IT department or a designated trainer, equipping the editor with the necessary skills to effectively utilize the company’s technological resources.

6. Review of style guides and writing standards: The editor should be familiarized with the company’s style guides and writing standards, ensuring consistency and adherence to the company’s preferred writing style. This task is usually performed by the editorial team lead or a senior editor, providing the editor with the necessary guidelines to maintain the company’s brand voice.

7. Introduction to key stakeholders: The editor should be introduced to key stakeholders within the company, such as senior executives, department heads, and other relevant teams. This task is typically performed by the editorial team lead or a senior editor, facilitating networking opportunities and establishing relationships with important individuals.

8. Shadowing experienced editors: The editor should have the opportunity to shadow experienced editors to gain insights into the company’s editorial processes and best practices. This task is usually arranged by the editorial team lead or a senior editor, allowing the new editor to observe and learn from more experienced colleagues.

9. Review of past successful projects: The editor should be provided with examples of past successful projects to understand the company’s writing style and quality expectations. This task is typically performed by the editorial team lead or a senior editor, providing the editor with reference materials for inspiration and guidance.

10. Performance expectations and feedback mechanisms: The editor should be informed about the company’s performance expectations and feedback mechanisms, including regular performance evaluations and opportunities for growth. This task is usually performed by the HR department or the editorial team lead, setting clear expectations and establishing a framework for ongoing feedback and development

Setting Up Your Employee Onboarding Process

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