Tour Leader Onboarding Checklist

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

Need help with onboarding new Hospitality team members? See the templates and resources we recommend for successful onboarding experiences.

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Tour Leader Onboarding Process

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

Tour Leader Onboarding Checklist

1. Introduction to company culture and values: The task involves providing a comprehensive overview of the company’s culture, values, and mission to the new tour leader. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The new tour leader should be educated about the company’s policies and procedures, including safety protocols, customer service standards, and operational guidelines. This task is usually conducted by the Operations Manager or a senior tour leader.

3. Training on tour itineraries and destinations: The new tour leader should receive detailed training on the various tour itineraries and destinations offered by the company. This includes learning about the historical significance, cultural aspects, and logistical details of each tour. The training is typically conducted by the Operations Manager or experienced tour leaders.

4. Introduction to tour equipment and vehicles: The new tour leader should be familiarized with the tour equipment and vehicles used by the company. This includes understanding the maintenance procedures, safety features, and operational aspects of each equipment or vehicle. The task is usually performed by the Operations Manager or a designated maintenance staff member.

5. Customer service and communication training: The new tour leader should undergo training on effective customer service techniques and communication skills. This includes learning how to handle customer inquiries, complaints, and emergencies. The training is typically conducted by the Customer Service Manager or experienced tour leaders.

6. Introduction to booking and reservation systems: The new tour leader should be trained on the company’s booking and reservation systems, including how to process bookings, manage reservations, and generate necessary reports. This task is usually performed by the Operations Manager or a designated IT staff member.

7. Health and safety training: The new tour leader should receive comprehensive training on health and safety protocols, including first aid procedures, emergency response plans, and risk management strategies. This training is typically conducted by the Health and Safety Manager or a certified trainer.

8. Introduction to local regulations and permits: The new tour leader should be educated about the local regulations and permits required for conducting tours in specific destinations. This includes understanding the legal requirements, obtaining necessary permits, and adhering to local laws. The task is usually performed by the Operations Manager or a designated legal representative.

9. Shadowing experienced tour leaders: The new tour leader should have the opportunity to shadow experienced tour leaders to gain practical knowledge and insights into the role. This allows them to observe and learn from experienced professionals in real-life tour situations. The task is typically coordinated by the Operations Manager or a designated mentor.

10. Evaluation and feedback sessions: Regular evaluation and feedback sessions should be conducted to assess the new tour leader’s performance, address any concerns or challenges, and provide constructive feedback for improvement. These sessions are typically conducted by the Operations Manager or a designated supervisor

Setting Up Your Employee Onboarding Process

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