Extension Service Advisor Onboarding Checklist

Extension Service Advisor Onboarding Process

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

Extension Service Advisor Onboarding Checklist

1. Introduction to the company: The Extension Service Advisor 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 Human Resources department or a designated onboarding specialist.

2. Familiarization with the agriculture industry: Since the Extension Service Advisor works in the agriculture industry, it is crucial to provide them with a thorough understanding of the industry’s dynamics, trends, challenges, and opportunities. This task can be performed by a senior Extension Service Advisor or a subject matter expert within the company.

3. Review of job responsibilities: The new Extension Service Advisor should receive a detailed overview of their job responsibilities, including the specific tasks they will be expected to perform, the goals they need to achieve, and the key performance indicators they will be evaluated on. This task is typically performed by the direct supervisor or manager of the Extension Service Advisor.

4. Training on company policies and procedures: The Extension Service Advisor should undergo training on the company’s policies and procedures, including those related to safety, ethics, data privacy, and professional conduct. This task is usually conducted by the Human Resources department or a designated compliance officer.

5. Introduction to key stakeholders: The new Extension Service Advisor should be introduced to key stakeholders within the company, such as senior management, colleagues from other departments, and individuals they will frequently collaborate with. This task can be performed by the direct supervisor or a designated mentor.

6. Familiarization with existing projects and initiatives: The Extension Service Advisor should be provided with an overview of ongoing projects and initiatives within the company that are relevant to their role. This will help them understand the current priorities and contribute effectively. This task can be performed by the direct supervisor or a project manager.

7. Training on company tools and software: The Extension Service Advisor should receive training on the tools, software, and systems used within the company, such as customer relationship management (CRM) software, data analysis tools, and communication platforms. This task is typically performed by the IT department or a designated trainer.

8. Introduction to clients and partners: The new Extension Service Advisor should be introduced to existing clients and partners of the company, as they will be responsible for building and maintaining relationships with them. This task can be performed by the direct supervisor or a business development manager.

9. Shadowing experienced Extension Service Advisors: The new Extension Service Advisor should have the opportunity to shadow experienced colleagues to observe their work processes, client interactions, and problem-solving approaches. This task is typically arranged by the direct supervisor or a designated mentor.

10. Goal-setting and performance expectations: The Extension Service Advisor should participate in a goal-setting session with their direct supervisor to establish clear performance expectations, targets, and timelines. This task is performed by the direct supervisor or manager.

11. Introduction to professional development opportunities: The new Extension Service Advisor should be informed about the professional development opportunities available within the company, such as training programs, conferences, workshops, and certifications. This task can be performed by the Human Resources department or a designated learning and development specialist.

12. Review of reporting and documentation requirements: The Extension Service Advisor should receive guidance on the reporting and documentation requirements specific to their role, including the frequency, format, and content of reports. This task is typically performed by the direct supervisor or a designated administrative staff member.

13. Introduction to company culture and values: The new Extension Service Advisor should be immersed in the company’s culture and values, including its work environment, team dynamics, and expectations for collaboration and communication. This task can be facilitated by the Human Resources department or a designated culture ambassador.

14. Provision of necessary resources and equipment: The Extension Service Advisor should be provided with the necessary resources and equipment to perform their job effectively, such as a laptop, mobile phone, access to relevant databases, and office supplies. This task is typically coordinated by the IT department and the direct supervisor.

15. Ongoing support and feedback: The Extension Service Advisor should receive ongoing support and feedback from their direct supervisor or mentor to ensure their successful integration into the company. This includes regular check-ins, performance evaluations, and opportunities for growth and development

Setting Up Your Employee Onboarding Process

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