Engineering Research Manager Onboarding Checklist

Engineering Research Manager Onboarding Process

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

Engineering Research Manager Onboarding Checklist

1. Introduction to the company: The new Engineering Research Manager 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 company representative.

2. Familiarization with company policies and procedures: The new manager should be given a thorough overview of the company’s policies and procedures, including those related to safety, ethics, data protection, and intellectual property. This task is usually performed by the HR department or a designated compliance officer.

3. Introduction to the engineering research team: The new manager should be introduced to the members of the engineering research team, including their roles and responsibilities. This task is typically performed by the team lead or a senior member of the team.

4. Review of ongoing projects: The new manager should be provided with an overview of the ongoing engineering research projects, including their objectives, timelines, and key stakeholders. This task is usually performed by the team lead or project managers.

5. Training on company-specific tools and software: The new manager should receive training on the tools and software used by the company for engineering research, such as CAD software, simulation tools, and project management software. This task is typically performed by the IT department or designated trainers.

6. Introduction to key stakeholders: The new manager should be introduced to key stakeholders within the company, such as senior management, product managers, and other department heads. This task is usually performed by the team lead or a designated company representative.

7. Review of budget and resource allocation: The new manager should be provided with an overview of the budget allocated for engineering research projects and the process for resource allocation. This task is typically performed by the finance department or a designated budget manager.

8. Familiarization with industry regulations and standards: The new manager should be familiarized with the relevant industry regulations and standards that impact engineering research, such as safety standards, environmental regulations, and quality control requirements. This task is usually performed by the compliance department or a designated regulatory expert.

9. Introduction to external partners and collaborators: The new manager should be introduced to external partners and collaborators, such as research institutions, universities, and industry associations, that the company collaborates with for engineering research. This task is typically performed by the team lead or a designated partnership manager.

10. Review of past research outcomes and lessons learned: The new manager should be provided with a review of past engineering research outcomes and lessons learned, to gain insights into the company’s research capabilities and areas for improvement. This task is usually performed by the team lead or a designated knowledge management specialist.

11. Performance expectations and goal setting: The new manager should have a discussion with their supervisor or team lead to set performance expectations and goals for their role as an Engineering Research Manager. This task is typically performed by the supervisor or team lead.

12. Development of a personal development plan: The new manager should work with their supervisor or team lead to develop a personal development plan that outlines their professional growth objectives and the necessary steps to achieve them. This task is typically performed by the supervisor or team lead.

13. Introduction to internal communication channels: The new manager should be introduced to the internal communication channels used within the company, such as email, instant messaging platforms, and project management tools. This task is typically performed by the IT department or a designated communication specialist.

14. Review of company’s innovation strategy: The new manager should be provided with an overview of the company’s innovation strategy and how engineering research fits into it. This task is usually performed by the innovation department or a designated strategy manager.

15. Introduction to performance evaluation and feedback processes: The new manager should be familiarized with the company’s performance evaluation and feedback processes, including how performance is assessed and how feedback is provided. This task is typically performed by the HR department or a designated performance management specialist.

16. Review of company’s intellectual property policies: The new manager should be provided with an overview of the company’s intellectual property policies, including how inventions and discoveries made during engineering research are protected and commercialized. This task is usually performed by the legal department or a designated intellectual property specialist.

17. Introduction to company-wide initiatives and projects: The new manager should be introduced to any company-wide initiatives or projects that are relevant to their role as an Engineering Research Manager. This task is typically performed by the team lead or a designated project manager.

18. Review of company’s health and safety protocols: The new manager should be familiarized with the company’s health and safety protocols, including emergency procedures, safety equipment, and reporting mechanisms. This task is usually performed by the HR department or a designated safety officer.

19. Introduction to company culture and values: The new manager should be introduced to the company’s culture and values, including its approach to teamwork, innovation, and employee engagement. This task is typically performed by the HR department or a designated culture ambassador.

20. Ongoing mentorship and support: The new manager should be provided with ongoing mentorship and support to ensure a smooth transition into their role. This can be facilitated by assigning a mentor or a senior team member who can provide guidance and answer any questions. This task is typically performed by the team lead or a designated mentorship coordinator

Setting Up Your Employee Onboarding Process

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