Project Co-Ordinator Onboarding Checklist

Project Co-Ordinator Onboarding Process

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

Project Co-Ordinator Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Project Co-ordinator with an overview of the company’s culture, values, and mission. This helps them understand the organization’s expectations, work ethics, and overall vision. Typically, the Human Resources department or a designated company representative performs this task.

2. Familiarization with company policies and procedures: The new Project Co-ordinator should be provided with a comprehensive understanding of the company’s policies and procedures. This includes policies related to project management, communication, time tracking, expense reporting, and any other relevant guidelines. The Human Resources department or a designated supervisor should be responsible for explaining and providing necessary documentation for these policies.

3. Introduction to the project management team: The new Project Co-ordinator should be introduced to the project management team, including team members, their roles, and reporting lines. This helps establish relationships and facilitates effective collaboration within the team. The project manager or team lead typically performs this task.

4. Review of ongoing projects: The new Project Co-ordinator should be given an overview of the ongoing projects within the company. This includes understanding the project objectives, timelines, key stakeholders, and any critical milestones. This task is usually performed by the project manager or a designated team member.

5. Training on project management tools and software: The new Project Co-ordinator should receive training on the project management tools and software used by the company. This includes familiarization with project management software, collaboration tools, document management systems, and any other relevant platforms. The IT department or a designated trainer should be responsible for providing this training.

6. Introduction to project management methodologies: The new Project Co-ordinator should be introduced to the project management methodologies followed by the company, such as Agile, Waterfall, or a hybrid approach. This includes understanding the key principles, processes, and terminology associated with the chosen methodology. The project manager or a designated trainer should perform this task.

7. Review of project documentation and templates: The new Project Co-ordinator should be provided with access to project documentation and templates used by the company. This includes project charters, scope statements, risk registers, communication plans, and other relevant documents. The project manager or a designated team member should guide the new hire through these resources.

8. Introduction to key stakeholders: The new Project Co-ordinator should be introduced to key stakeholders involved in the projects they will be working on. This includes clients, internal departments, vendors, and any other individuals or organizations with a vested interest in the project’s success. The project manager or a designated team member should facilitate these introductions.

9. Shadowing experienced Project Co-ordinators: The new Project Co-ordinator should have the opportunity to shadow experienced colleagues to observe and learn from their day-to-day activities. This provides valuable insights into best practices, effective communication, and problem-solving techniques. The project manager or a designated mentor should arrange and oversee this shadowing experience.

10. Performance expectations and goal setting: The new Project Co-ordinator should have a clear understanding of their performance expectations and goals. This includes discussing key performance indicators, project deliverables, and any specific targets or milestones they are expected to achieve. The project manager or a designated supervisor should have a performance discussion with the new hire to establish these expectations.

11. Introduction to project reporting and communication channels: The new Project Co-ordinator should be familiarized with the project reporting and communication channels used within the company. This includes understanding how progress updates, status reports, and other project-related information are shared and communicated. The project manager or a designated team member should provide guidance on these channels.

12. Ongoing professional development opportunities: The new Project Co-ordinator should be made aware of any ongoing professional development opportunities available within the company. This includes training programs, certifications, conferences, or workshops that can enhance their project management skills and knowledge. The Human Resources department or a designated supervisor should provide information on these opportunities.

13. Introduction to company-wide initiatives and projects: The new Project Co-ordinator should be informed about any company-wide initiatives or projects that may impact their work or require their involvement. This includes understanding the objectives, timelines, and key stakeholders of these initiatives. The project manager or a designated representative should provide this information.

14. Performance feedback and evaluation process: The new Project Co-ordinator should be informed about the company’s performance feedback and evaluation process. This includes understanding how feedback is provided, performance reviews are conducted, and any performance improvement plans that may be implemented. The Human Resources department or a designated supervisor should explain this process.

15. Introduction to health and safety protocols: The new Project Co-ordinator should receive an introduction to the company’s health and safety protocols. This includes understanding emergency procedures, workplace safety guidelines, and any specific precautions related to their role in project management. The Human Resources department or a designated safety officer should provide this information

Setting Up Your Employee Onboarding Process

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