Tour Escort Onboarding Checklist

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

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Tour Escort Onboarding Process

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

Tour Escort Onboarding Checklist

1. Orientation: The new tour escort should attend an orientation session to familiarize themselves with the company’s mission, values, policies, and procedures. This task is typically performed by the HR department or a designated trainer.

2. Company Introduction: The new tour escort should be introduced to key personnel in the company, including managers, supervisors, and colleagues. This introduction helps establish relationships and promotes a sense of belonging. The task is usually performed by the HR department or the immediate supervisor.

3. Training: The new tour escort should undergo comprehensive training on various aspects of the job, such as customer service, safety protocols, tour itineraries, and company-specific software or systems. This training is typically conducted by experienced tour escorts or trainers within the company.

4. Familiarization with Tour Routes: The new tour escort should study and familiarize themselves with the different tour routes offered by the company. This includes learning about the attractions, landmarks, historical sites, and any relevant information that enhances the tour experience. The task can be performed independently by the new tour escort, with guidance from experienced tour escorts or supervisors.

5. Equipment and Vehicle Training: If the tour escort is responsible for driving a tour vehicle, they should receive training on operating and maintaining the vehicle, including safety procedures and emergency protocols. This training is usually conducted by the company’s transportation department or a designated trainer.

6. Customer Service Training: The new tour escort should receive training on providing exceptional customer service, including effective communication, conflict resolution, and handling customer inquiries or complaints. This training can be conducted by the HR department, experienced tour escorts, or external trainers.

7. Safety and Emergency Procedures: The new tour escort should undergo training on safety protocols, emergency procedures, and first aid. This includes knowledge of evacuation plans, handling medical emergencies, and ensuring the safety of tour participants. The training is typically conducted by the company’s safety department or a designated trainer.

8. Product Knowledge: The new tour escort should acquire in-depth knowledge about the destinations, attractions, and services offered by the company. This includes understanding the historical and cultural significance of the locations, local customs, and any specific information that enhances the tour experience. The task can be performed independently by the new tour escort, with guidance from experienced tour escorts or supervisors.

9. Shadowing Experienced Tour Escorts: The new tour escort should have the opportunity to shadow experienced tour escorts to observe and learn from their interactions with customers, handling of logistics, and overall tour management. This task is typically arranged by the supervisor or a designated mentor within the company.

10. Reviewing Company Policies and Procedures: The new tour escort should thoroughly review the company’s policies and procedures, including those related to customer interactions, safety, scheduling, and reporting. This ensures compliance with company standards and promotes consistency in service delivery. The task can be performed independently by the new tour escort, with guidance from supervisors or the HR department.

11. Introduction to Company Software and Systems: If the company utilizes specific software or systems for tour management, reservations, or customer communication, the new tour escort should receive training on how to effectively use these tools. This training is typically provided by the IT department or a designated trainer.

12. Performance Expectations and Evaluation: The new tour escort should have a clear understanding of the company’s performance expectations, including key performance indicators, targets, and evaluation processes. This helps set goals and provides a framework for ongoing performance management. The task is usually discussed by the supervisor or HR department during the onboarding process.

13. Team Building Activities: The new tour escort should participate in team-building activities to foster camaraderie, collaboration, and a positive work environment. These activities can be organized by the HR department or the immediate supervisor.

14. Reviewing Tour Documentation: The new tour escort should review and familiarize themselves with the company’s tour documentation, such as itineraries, scripts, and any other materials used during tours. This ensures accuracy and consistency in delivering tour information. The task can be performed independently by the new tour escort, with guidance from experienced tour escorts or supervisors.

15. Continuous Learning Opportunities: The new tour escort should be informed about ongoing training and development opportunities within the company, such as workshops, seminars, or certifications related to the hospitality industry or specific tour destinations. This encourages professional growth and enhances job performance. The HR department or the immediate supervisor typically provides this information

Setting Up Your Employee Onboarding Process

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