Tour Coordinator Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Tour Coordinator. We’ll look at the employee onboarding process/steps you can add to your own reusable Tour Coordinator checklist.

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Tour Coordinator Onboarding Process

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

Tour Coordinator 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 Tour Coordinator understand the organization’s core principles and align their work accordingly. Typically, the Human Resources department or a designated company representative performs this task.

2. Familiarization with company policies and procedures: This task entails acquainting the new Tour Coordinator with the company’s policies and procedures, including those related to safety, customer service, and employee conduct. It ensures that the individual understands the guidelines they need to follow while performing their duties. The Human Resources department or a designated supervisor typically handles this task.

3. Introduction to team members and key stakeholders: The new Tour Coordinator should be introduced to their immediate team members, as well as other key stakeholders within the company. This task helps build relationships, fosters collaboration, and enables the individual to understand the roles and responsibilities of their colleagues. The Tour Coordinator’s supervisor or team lead usually performs this task.

4. Training on tour coordination software and systems: As a Tour Coordinator, it is crucial to be proficient in the software and systems used for managing tours, bookings, and customer information. This task involves providing comprehensive training on the company’s tour coordination software, ensuring the new hire can effectively utilize these tools. The company’s IT department or a designated trainer typically handles this task.

5. Familiarization with tour itineraries and destinations: The new Tour Coordinator should be provided with detailed information about the various tour itineraries and destinations offered by the company. This task helps the individual understand the unique selling points of each tour, enabling them to provide accurate and engaging information to potential customers. The Tour Operations department or a designated tour manager typically performs this task.

6. Shadowing experienced Tour Coordinators: Shadowing experienced Tour Coordinators allows the new hire to observe and learn from seasoned professionals in the field. This task provides valuable insights into the day-to-day responsibilities, best practices, and challenges faced by Tour Coordinators. The new hire’s supervisor or a designated mentor typically arranges and oversees this task.

7. Understanding customer service standards and expectations: The new Tour Coordinator should receive training on the company’s customer service standards and expectations. This task ensures that the individual is equipped with the necessary skills to provide exceptional service to customers, handle inquiries and complaints, and maintain positive relationships with clients. The Customer Service department or a designated trainer typically handles this task.

8. Learning about health and safety protocols: Given the nature of the hospitality industry, it is crucial for the new Tour Coordinator to be aware of health and safety protocols. This task involves providing comprehensive training on emergency procedures, first aid, and any specific safety measures related to tours or destinations. The Health and Safety department or a designated trainer typically performs this task.

9. Understanding sales and marketing strategies: The new Tour Coordinator should be familiarized with the company’s sales and marketing strategies. This task helps the individual understand how tours are promoted, how to effectively communicate tour features and benefits to potential customers, and how to contribute to the company’s overall sales goals. The Sales and Marketing department or a designated trainer typically handles this task.

10. Reviewing financial and administrative processes: The new Tour Coordinator should receive training on the company’s financial and administrative processes, including invoicing, expense reporting, and record-keeping. This task ensures that the individual understands the necessary procedures for managing financial transactions and maintaining accurate documentation. The Finance or Administration department typically performs this task

Setting Up Your Employee Onboarding Process

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

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