Market Research Onboarding Checklist

Market Research Onboarding Process

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

Market Research Onboarding Checklist

1. Introduction to company culture and values: This task involves providing the new market researcher with an overview of the company’s culture, values, and mission. It helps them understand the company’s core principles and how they align with their role. Typically, the HR department or a designated company representative performs this task.

2. Familiarization with company policies and procedures: The new market researcher needs to be acquainted with the company’s policies and procedures, including those related to data privacy, confidentiality, and ethical guidelines. This task ensures that they understand the boundaries and expectations within their role. The HR department or a designated compliance officer typically handles this task.

3. Introduction to the marketing team: It is crucial for the new market researcher to meet and get to know their colleagues in the marketing department. This task involves introducing them to the team members, providing an overview of their roles and responsibilities, and facilitating initial networking opportunities. The marketing team lead or manager usually performs this task.

4. Review of ongoing projects and research initiatives: The new market researcher should be briefed on the current projects and research initiatives within the company. This task helps them understand the ongoing work, identify potential areas for collaboration, and get up to speed with the company’s market research efforts. The market research team lead or manager typically handles this task.

5. Training on market research tools and software: Market researchers rely on various tools and software to conduct their work effectively. This task involves providing comprehensive training on the specific tools and software used within the company, ensuring the new market researcher can navigate and utilize them efficiently. A designated trainer or the market research team lead typically performs this task.

6. Introduction to client portfolio: The new market researcher should be introduced to the company’s client portfolio, including key clients and ongoing projects. This task helps them understand the client base, their needs, and the scope of their research responsibilities. The market research team lead or manager typically handles this task.

7. Shadowing experienced market researchers: To gain practical insights and learn from experienced professionals, the new market researcher should have the opportunity to shadow and observe their colleagues in action. This task allows them to understand the research process, methodologies, and best practices within the company. Senior market researchers or mentors typically perform this task.

8. Review of past market research reports: Familiarizing the new market researcher with past market research reports provides them with valuable context and insights into the company’s previous findings and strategies. This task helps them understand the company’s approach to market research and identify potential areas for improvement. The market research team lead or manager typically handles this task.

9. Introduction to data sources and research methodologies: The new market researcher should be introduced to the various data sources and research methodologies commonly used within the company. This task ensures they understand the available resources and can effectively leverage them for their research projects. The market research team lead or manager typically handles this task.

10. Goal setting and performance expectations: Setting clear goals and performance expectations is essential for the new market researcher to understand what is expected of them and how their performance will be evaluated. This task involves discussing key performance indicators, project deadlines, and any specific targets relevant to their role. The market research team lead or manager typically handles this task

Setting Up Your Employee Onboarding Process

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