In this article, we’ll look at the best practices for onboarding your new Shutdown Planner. We’ll look at the employee onboarding process/steps you can add to your own reusable Shutdown Planner checklist.
Need help with onboarding new Engineering team members? See the templates and resources we recommend for successful onboarding experiences.
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Are you looking for help setting up a staff orientation process so that when your new Shutdown 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 Engineering onboarding experience or just need an onboarding checklist for your new Shutdown Planner, you’re in the right place. We’ve put together a sample Shutdown Planner onboarding checklist below and have created onboarding templates & resources to help.
1. Introduction to company policies and procedures: The shutdown planner should receive a comprehensive overview of the company’s policies and procedures, including safety protocols, work hours, and reporting structures. This task is typically performed by the human resources department or a designated onboarding specialist.
2. Familiarization with company culture and values: Understanding the company’s culture and values is crucial for the shutdown planner to align their work with the organization’s goals. This task may involve attending orientation sessions, team-building activities, or meetings with senior management. The human resources department or a designated mentor can facilitate this process.
3. Introduction to the shutdown planning team: The shutdown planner should be introduced to their immediate team members, including supervisors, colleagues, and support staff. This task helps establish relationships and promotes collaboration within the team. The shutdown planner’s supervisor or team lead typically performs this task.
4. Review of job responsibilities and expectations: The shutdown planner should receive a detailed explanation of their job responsibilities, including the scope of their work, key deliverables, and performance expectations. This task is typically performed by the shutdown planner’s supervisor or manager.
5. Training on shutdown planning software and tools: The shutdown planner should receive training on the specific software and tools used for planning and scheduling shutdown activities. This may involve attending training sessions, workshops, or online courses. The training department or a designated subject matter expert typically performs this task.
6. Familiarization with engineering drawings and documentation: The shutdown planner should become familiar with engineering drawings, technical specifications, and other relevant documentation related to the shutdown projects they will be working on. This task may involve reviewing existing documentation, attending training sessions, or shadowing experienced team members. Senior engineers or subject matter experts typically perform this task.
7. Understanding of project management processes: The shutdown planner should gain an understanding of the project management processes followed within the company, including project initiation, planning, execution, monitoring, and closure. This task may involve attending project management training sessions or reviewing project management guidelines. The project management office or a designated project manager typically performs this task.
8. Review of previous shutdown projects: The shutdown planner should review past shutdown projects to gain insights into the company’s approach, challenges faced, and lessons learned. This task helps the planner understand the company’s shutdown planning history and identify areas for improvement. The shutdown planner’s supervisor or a designated mentor can facilitate this task.
9. Introduction to key stakeholders: The shutdown planner should be introduced to key stakeholders involved in the shutdown projects, such as maintenance teams, operations personnel, and contractors. This task helps establish relationships and promotes effective communication throughout the project. The shutdown planner’s supervisor or project manager typically performs this task.
10. Shadowing experienced shutdown planners: The shutdown planner should have the opportunity to shadow experienced shutdown planners to observe their work processes, decision-making, and problem-solving techniques. This task provides valuable hands-on learning and helps the planner gain practical insights into the role. Senior shutdown planners or subject matter experts typically perform this task.
11. Review of safety protocols and procedures: The shutdown planner should receive thorough training on safety protocols and procedures specific to the engineering industry. This task is crucial to ensure the planner’s understanding of safety regulations and their ability to create safe work environments during shutdown projects. The safety department or a designated safety officer typically performs this task.
12. Introduction to relevant software and systems: The shutdown planner should be introduced to any software or systems used for data management, reporting, and communication within the company. This task may involve training sessions, user manuals, or online tutorials. The IT department or a designated system administrator typically performs this task.
13. Review of budgeting and cost control processes: The shutdown planner should gain an understanding of the company’s budgeting and cost control processes to effectively manage shutdown projects within allocated budgets. This task may involve attending training sessions or reviewing financial guidelines. The finance department or a designated financial analyst typically performs this task.
14. Introduction to continuous improvement initiatives: The shutdown planner should be made aware of any ongoing continuous improvement initiatives within the company, such as Lean Six Sigma or Kaizen. This task helps the planner understand the company’s commitment to efficiency and encourages them to contribute to process improvements. The continuous improvement team or a designated process improvement specialist typically performs this task.
15. Setting performance goals and objectives: The shutdown planner should collaborate with their supervisor or manager to set performance goals and objectives aligned with the company’s overall objectives. This task helps establish clear expectations and provides a framework for performance evaluations. The shutdown planner’s supervisor or manager typically performs this task
From reading through the items in the example Shutdown Planner checklist above, you’ll now have an idea of how you can apply best practices to getting your new Shutdown Planner up to speed and working well in your Engineering 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.
