Property Developer Onboarding Checklist

Property Developer Onboarding Process

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

Property Developer Onboarding Checklist

1. Introduction to company culture and values: The task involves providing a comprehensive overview of the company’s culture, values, and mission. This helps the property developer understand the company’s core principles and align their work accordingly. The Human Resources department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: This task involves providing the property developer with a detailed understanding of the company’s policies and procedures, including those related to project management, budgeting, and compliance. The Human Resources department or a designated supervisor typically performs this task.

3. Introduction to key stakeholders: The property developer should be introduced to key stakeholders within the company, such as senior management, project managers, architects, and contractors. This helps establish relationships and facilitates effective collaboration. The supervisor or project manager typically performs this task.

4. Review of ongoing projects: The property developer should be provided with an overview of the ongoing projects within the company. This includes understanding the project scope, timelines, budgets, and any specific challenges. The project manager or a designated team member typically performs this task.

5. Training on relevant software and tools: Property developers often use specialized software and tools for project management, design, and financial analysis. Providing training on these tools ensures the property developer can effectively utilize them in their role. The IT department or a designated trainer typically performs this task.

6. Introduction to company’s network of contractors and suppliers: The property developer should be introduced to the company’s network of contractors, suppliers, and vendors. This includes understanding the selection process, quality standards, and preferred partners. The procurement department or a designated team member typically performs this task.

7. Review of legal and regulatory requirements: Property developers must comply with various legal and regulatory requirements, such as zoning laws, building codes, and environmental regulations. Providing an overview of these requirements ensures the property developer can navigate them effectively. The legal department or a designated compliance officer typically performs this task.

8. Review of financial processes and budgeting: Property developers need to understand the company’s financial processes, including budgeting, cost estimation, and financial reporting. This task ensures the property developer can effectively manage project finances. The finance department or a designated financial manager typically performs this task.

9. Introduction to marketing and sales strategies: Property developers should be familiarized with the company’s marketing and sales strategies to understand how their projects fit into the overall business objectives. This task helps the property developer align their projects with the company’s marketing and sales efforts. The marketing department or a designated marketing manager typically performs this task.

10. Site visits and project walkthroughs: The property developer should be taken on site visits and project walkthroughs to gain a practical understanding of ongoing projects. This task helps the property developer familiarize themselves with the company’s construction processes and quality standards. The project manager or a designated site supervisor typically performs this task.

11. Introduction to risk management and mitigation strategies: Property developers need to understand the company’s risk management processes and strategies to identify and mitigate potential risks associated with their projects. This task ensures the property developer can effectively manage project risks. The risk management department or a designated risk manager typically performs this task.

12. Performance evaluation and goal setting: The property developer should undergo a performance evaluation and goal-setting session to establish clear expectations and objectives. This task helps align the property developer’s individual goals with the company’s overall objectives. The Human Resources department or a designated supervisor typically performs this task.

13. Introduction to sustainability and green building practices: Property developers should be familiarized with the company’s sustainability initiatives and green building practices. This task ensures the property developer can incorporate sustainable design and construction principles into their projects. The sustainability department or a designated sustainability officer typically performs this task.

14. Introduction to community engagement and stakeholder management: Property developers should understand the company’s approach to community engagement and stakeholder management. This task helps the property developer build positive relationships with local communities and stakeholders. The community relations department or a designated community engagement manager typically performs this task.

15. Ongoing professional development opportunities: The property developer should be informed about ongoing professional development opportunities, such as workshops, conferences, and certifications, to enhance their skills and knowledge in the field. The Human Resources department or a designated training coordinator typically performs this task

Setting Up Your Employee Onboarding Process

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