In this article, we’ll look at the best practices for onboarding your new Town Planner. We’ll look at the employee onboarding process/steps you can add to your own reusable Town Planner checklist.
Need help with onboarding new Architecture 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 Town 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 Architecture onboarding experience or just need an onboarding checklist for your new Town Planner, you’re in the right place. We’ve put together a sample Town Planner onboarding checklist below and have created onboarding templates & resources to help.
1. Introduction to the company: The new town planner should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the HR department or a designated company representative.
2. Familiarization with company policies and procedures: The town planner should be given a thorough overview of the company’s policies and procedures, including those related to project management, client communication, and ethical guidelines. This task is usually performed by the HR department or a senior town planner.
3. Introduction to team members: The new town planner should be introduced to their immediate team members, as well as other relevant colleagues within the company. This task is typically performed by the team leader or project manager.
4. Review of ongoing projects: The new town planner should be provided with an overview of the ongoing projects within the company, including their scope, timelines, and key stakeholders. This task is usually performed by the project manager or team leader.
5. Training on software and tools: The town planner should receive training on the software and tools commonly used in the industry, such as AutoCAD, GIS, or project management software. This task is typically performed by the IT department or a designated trainer.
6. Introduction to clients and stakeholders: The new town planner should be introduced to key clients and stakeholders, both internal and external, to familiarize themselves with the existing relationships and ongoing projects. This task is usually performed by the project manager or senior town planner.
7. Review of relevant regulations and legislation: The town planner should be provided with a comprehensive review of the relevant regulations and legislation governing town planning in the specific region or country. This task is typically performed by a senior town planner or legal department.
8. Shadowing experienced town planners: The new town planner should have the opportunity to shadow experienced town planners to gain practical insights into the day-to-day tasks and responsibilities of the role. This task is usually organized by the team leader or project manager.
9. Introduction to company resources: The new town planner should be familiarized with the various resources available within the company, such as libraries, databases, and research materials, to support their work. This task is typically performed by the HR department or a designated resource manager.
10. Review of past projects: The town planner should be provided with an overview of past projects completed by the company, including their successes, challenges, and lessons learned. This task is usually performed by the project manager or senior town planner.
11. Introduction to company culture: The new town planner should be introduced to the company’s culture, including its values, work environment, and social activities. This task is typically performed by the HR department or a designated company representative.
12. Performance expectations and goal setting: The town planner should have a clear understanding of the performance expectations and goals set by the company, as well as the evaluation process. This task is usually performed by the HR department or a designated supervisor.
13. Introduction to professional development opportunities: The new town planner should be informed about the professional development opportunities available within the company, such as conferences, workshops, and certifications. This task is typically performed by the HR department or a designated professional development coordinator.
14. Review of health and safety protocols: The town planner should receive training on the company’s health and safety protocols, including emergency procedures and workplace safety guidelines. This task is usually performed by the HR department or a designated safety officer.
15. Introduction to company communication channels: The new town planner should be familiarized with the various communication channels used within the company, such as email, project management software, and internal messaging platforms. This task is typically performed by the IT department or a designated communication coordinator.
16. Review of company’s sustainability initiatives: The town planner should be informed about the company’s sustainability initiatives and their integration into town planning projects. This task is usually performed by the HR department or a designated sustainability officer.
17. Introduction to company’s quality assurance processes: The new town planner should be provided with an overview of the company’s quality assurance processes, including document control, peer reviews, and client feedback mechanisms. This task is typically performed by the quality assurance department or a designated quality manager.
18. Review of financial and budgeting processes: The town planner should receive training on the company’s financial and budgeting processes, including project cost estimation, invoicing, and expense tracking. This task is usually performed by the finance department or a designated financial manager.
19. Introduction to company’s project management methodologies: The new town planner should be familiarized with the company’s project management methodologies, such as Agile or Waterfall, to ensure effective project execution. This task is typically performed by the project management office or a designated project manager.
20. Provision of necessary equipment and resources: The town planner should be provided with the necessary equipment, such as a computer, software licenses, and office supplies, to perform their job effectively. This task is typically performed by the IT department or a designated resource manager
From reading through the items in the example Town Planner checklist above, you’ll now have an idea of how you can apply best practices to getting your new Town Planner up to speed and working well in your Architecture 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.
