Publicity Agent Onboarding Checklist

Publicity Agent Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Publicity Agent 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 Publicity Agent, you’re in the right place. We’ve put together a sample Publicity Agent onboarding checklist below and have created onboarding templates & resources to help.

Publicity Agent 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 new publicity agent understand the organization’s core principles and align their work accordingly. Typically, this task is performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The new publicity agent should be introduced to the company’s policies and procedures, including those related to communication, social media usage, client interactions, and confidentiality. This task is usually carried out by the HR department or a senior member of the marketing team.

3. Introduction to key team members: It is crucial for the new publicity agent to meet and get acquainted with key team members, such as the marketing manager, account executives, graphic designers, and content creators. This facilitates collaboration and establishes relationships within the company. The marketing manager or team lead typically performs this task.

4. Review of past and ongoing publicity campaigns: The new publicity agent should be provided with an overview of past and ongoing publicity campaigns to understand the company’s approach, target audience, and messaging. This task is usually performed by the marketing manager or a senior member of the marketing team.

5. Training on publicity tools and software: The new publicity agent should receive training on the various tools and software used in the marketing department, such as social media management platforms, analytics tools, and media monitoring software. This training is typically conducted by the marketing manager or a designated team member with expertise in these tools.

6. Introduction to client portfolio: The new publicity agent should be introduced to the company’s client portfolio, including key clients, ongoing projects, and client expectations. This task is usually performed by the account executives or the marketing manager.

7. Review of media contacts and relationships: The new publicity agent should be provided with a list of media contacts and existing relationships that the company has established. This helps the agent understand the media landscape and potential opportunities for publicity. The marketing manager or a designated team member typically performs this task.

8. Shadowing experienced publicity agents: To gain practical insights and learn best practices, the new publicity agent should have the opportunity to shadow experienced agents during client meetings, media interactions, and campaign planning sessions. This task is usually coordinated by the marketing manager or team lead.

9. Introduction to reporting and analytics: The new publicity agent should receive training on how to generate reports, analyze campaign performance, and measure the impact of publicity efforts. This task is typically performed by the marketing manager or a designated team member with expertise in analytics.

10. Review of industry trends and competitors: The new publicity agent should be provided with an overview of industry trends, competitor analysis, and market insights. This helps them stay informed and adapt their strategies accordingly. The marketing manager or a designated team member typically performs this task.

11. Goal setting and performance expectations: The new publicity agent should have a clear understanding of their performance expectations, key performance indicators (KPIs), and goals. This task is usually performed by the marketing manager or HR department in collaboration with the agent.

12. Introduction to internal communication channels: The new publicity agent should be familiarized with the company’s internal communication channels, such as project management software, email systems, and team collaboration tools. This ensures effective communication within the team. The HR department or IT department typically performs this task.

13. Review of crisis management protocols: The new publicity agent should be briefed on the company’s crisis management protocols and procedures to handle any potential negative publicity or emergencies. This task is usually performed by the marketing manager or a designated team member responsible for crisis management.

14. Ongoing mentorship and support: The new publicity agent should be assigned a mentor or a senior team member who can provide guidance, answer questions, and offer support throughout their onboarding process. This task is typically coordinated by the marketing manager or HR department.

15. Performance evaluation and feedback sessions: Regular performance evaluation and feedback sessions should be conducted to assess the new publicity agent’s progress, address any challenges, and provide constructive feedback. This task is typically performed by the marketing manager or HR department

Setting Up Your Employee Onboarding Process

From reading through the items in the example Publicity Agent checklist above, you’ll now have an idea of how you can apply best practices to getting your new Publicity Agent 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.