Technical Liaison Onboarding Checklist

Technical Liaison Onboarding Process

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

Technical Liaison Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Technical Liaison with an overview of the company’s culture, values, and mission. This helps them 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: The new Technical Liaison needs to be acquainted with the company’s policies and procedures, including those related to data security, confidentiality, and code of conduct. This task ensures that they adhere to the company’s guidelines and maintain professionalism in their role. The Human Resources department or a designated company representative typically performs this task.

3. Introduction to the team and key stakeholders: The new Technical Liaison should be introduced to their immediate team members, as well as key stakeholders they will be working with regularly. This task helps them establish relationships, understand team dynamics, and identify the individuals they need to collaborate with to fulfill their responsibilities. The team lead or manager typically performs this task.

4. Review of job responsibilities and expectations: The new Technical Liaison should have a clear understanding of their job responsibilities, including the tasks they will be handling, the goals they need to achieve, and the expectations set by the company. This task ensures that they have a comprehensive understanding of their role and can perform their duties effectively. The team lead or manager typically performs this task.

5. Training on company products and services: The new Technical Liaison should receive comprehensive training on the company’s products and services to understand their features, functionalities, and use cases. This task equips them with the knowledge required to effectively communicate and support customers or clients. The product or service training team typically performs this task.

6. Familiarization with internal tools and systems: The new Technical Liaison needs to be trained on the internal tools and systems used within the company, such as customer relationship management (CRM) software, project management tools, and communication platforms. This task ensures they can navigate these systems efficiently and collaborate effectively with colleagues. The IT department or a designated trainer typically performs this task.

7. Shadowing experienced Technical Liaisons: The new Technical Liaison should have the opportunity to shadow experienced colleagues to observe their day-to-day tasks, interactions with clients, and problem-solving approaches. This task provides them with practical insights and helps them learn best practices from experienced professionals. Senior Technical Liaisons or mentors typically perform this task.

8. Introduction to company’s technical infrastructure: The new Technical Liaison should receive an overview of the company’s technical infrastructure, including hardware, software, and network systems. This task helps them understand the technical environment they will be working in and troubleshoot any technical issues that may arise. The IT department or a designated technical expert typically performs this task.

9. Review of existing client relationships: The new Technical Liaison should be provided with an overview of existing client relationships, including their history, ongoing projects, and any specific requirements or challenges. This task ensures they have a holistic understanding of the client base and can effectively support and maintain these relationships. The sales or account management team typically performs this task.

10. Introduction to company’s support and escalation processes: The new Technical Liaison should be familiarized with the company’s support and escalation processes, including how to handle customer inquiries, troubleshoot technical issues, and escalate problems when necessary. This task equips them with the knowledge to provide efficient and effective support to clients. The support or customer service team typically performs this task

Setting Up Your Employee Onboarding Process

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