Regional Planner Onboarding Checklist

Regional Planner Onboarding Process

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

Regional Planner Onboarding Checklist

1. Introduction to the organization: The new regional planner should be provided with an overview of the government agency they will be working for, including its mission, vision, and values. This task is typically performed by the human resources department or a designated supervisor.

2. Familiarization with departmental structure: The regional planner should be introduced to the organizational structure within the government agency, including the different departments, their functions, and key personnel. This task is usually performed by the supervisor or a departmental representative.

3. Review of job responsibilities: The new regional planner should receive a detailed explanation of their specific job responsibilities, including the tasks they will be expected to perform, any specific projects they will be assigned, and the goals they are expected to achieve. This task is typically performed by the supervisor or a senior regional planner.

4. Training on relevant policies and procedures: The regional planner should undergo training on the government agency’s policies and procedures, including those related to planning, zoning, environmental regulations, and community engagement. This task is usually performed by a designated trainer or a senior regional planner.

5. Introduction to key stakeholders: The new regional planner should be introduced to key stakeholders, such as elected officials, community leaders, and other government agencies, with whom they will be interacting regularly. This task is typically performed by the supervisor or a senior regional planner.

6. Familiarization with planning tools and software: The regional planner should receive training on the planning tools and software used within the government agency, such as Geographic Information Systems (GIS), data analysis software, and project management tools. This task is usually performed by a designated trainer or the IT department.

7. Review of relevant legislation and regulations: The new regional planner should be provided with an overview of the relevant legislation and regulations that govern planning activities in the region, including land use laws, transportation regulations, and environmental protection measures. This task is typically performed by a senior regional planner or a legal department representative.

8. Shadowing experienced regional planners: The new regional planner should have the opportunity to shadow experienced regional planners to observe their day-to-day activities, gain practical insights, and learn from their expertise. This task is typically arranged by the supervisor or a senior regional planner.

9. Introduction to community engagement strategies: The regional planner should be familiarized with the government agency’s community engagement strategies, including public meetings, surveys, and outreach initiatives, to ensure effective communication and collaboration with the community. This task is usually performed by a senior regional planner or a community engagement specialist.

10. Review of ongoing projects and initiatives: The new regional planner should be provided with an overview of ongoing projects and initiatives within the government agency, including their objectives, timelines, and key stakeholders. This task is typically performed by the supervisor or a senior regional planner.

11. Introduction to budgeting and resource allocation: The regional planner should receive training on budgeting processes and resource allocation within the government agency, including how to prepare project budgets, track expenses, and optimize resource utilization. This task is usually performed by a finance department representative or a senior regional planner.

12. Performance expectations and evaluation: The new regional planner should have a clear understanding of the performance expectations and evaluation criteria set by the government agency, including key performance indicators, deadlines, and reporting requirements. This task is typically performed by the supervisor or the human resources department.

13. Introduction to professional development opportunities: The regional planner should be informed about the professional development opportunities available within the government agency, such as conferences, workshops, and training programs, to enhance their skills and knowledge in the field. This task is usually performed by the supervisor or the human resources department.

14. Provision of necessary resources and tools: The new regional planner should be provided with the necessary resources and tools to perform their job effectively, including access to relevant databases, planning guidelines, and office equipment. This task is typically performed by the IT department, the supervisor, or a designated resource coordinator.

15. Introduction to health and safety protocols: The regional planner should receive training on health and safety protocols within the government agency, including emergency procedures, workplace safety guidelines, and any specific regulations related to their role. This task is typically performed by the human resources department or a designated safety officer

Setting Up Your Employee Onboarding Process

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