Training Advisor Onboarding Checklist

Training Advisor Onboarding Process

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

Training Advisor 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 Training Advisor understand the organization’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: This task involves acquainting the Training Advisor with the company’s policies and procedures, including those related to employee conduct, safety, and data protection. The Human Resources department or a designated company representative is responsible for providing this information.

3. Introduction to the training team: The Training Advisor should be introduced to their colleagues in the training department. This task allows them to establish relationships, understand team dynamics, and collaborate effectively. The Training Manager or a designated team member typically performs this task.

4. Review of training materials and resources: The Training Advisor should be provided with access to training materials, resources, and tools necessary for their role. This task ensures they have the necessary resources to design and deliver effective training programs. The Training Manager or a designated team member typically performs this task.

5. Orientation to the learning management system (LMS): If the company utilizes an LMS for training delivery, the Training Advisor should receive training on how to navigate and utilize the system. This task enables them to effectively manage and track training programs. The IT department or a designated LMS administrator typically performs this task.

6. Introduction to key stakeholders: The Training Advisor should be introduced to key stakeholders within the organization, such as department heads, managers, and subject matter experts. This task allows them to understand the training needs of different departments and establish relationships for collaboration. The Training Manager or a designated team member typically performs this task.

7. Shadowing experienced Training Advisors: The new Training Advisor should have the opportunity to shadow experienced colleagues to observe their training delivery techniques, gain insights into best practices, and learn about the company’s training approach. This task helps them develop their skills and adapt to the company’s training style. The Training Manager or designated experienced Training Advisors typically perform this task.

8. Training needs assessment: The Training Advisor should conduct a thorough training needs assessment to identify gaps in employee knowledge and skills. This task involves analyzing existing training programs, conducting surveys or interviews, and collaborating with department heads to determine training priorities. The Training Advisor typically performs this task with guidance from the Training Manager.

9. Designing and developing training programs: Based on the training needs assessment, the Training Advisor should design and develop training programs that address identified gaps. This task involves creating training materials, selecting appropriate delivery methods, and incorporating interactive elements. The Training Advisor typically performs this task with guidance from the Training Manager.

10. Coordinating training logistics: The Training Advisor should coordinate the logistics of training programs, including scheduling sessions, booking venues or virtual platforms, and ensuring necessary equipment and materials are available. This task ensures smooth execution of training programs. The Training Advisor typically performs this task with support from the Training Manager or administrative staff.

11. Delivering training sessions: The Training Advisor should deliver training sessions to employees, utilizing effective instructional techniques and engaging participants. This task involves facilitating discussions, conducting activities, and providing feedback to enhance learning outcomes. The Training Advisor typically performs this task independently.

12. Evaluating training effectiveness: The Training Advisor should evaluate the effectiveness of training programs by collecting feedback from participants, conducting assessments, and analyzing training metrics. This task helps identify areas for improvement and measure the impact of training on employee performance. The Training Advisor typically performs this task with guidance from the Training Manager.

13. Continuous professional development: The Training Advisor should engage in continuous professional development activities, such as attending workshops, conferences, or webinars, to stay updated with industry trends and enhance their training skills. This task ensures the Training Advisor remains competent and up-to-date in their field. The Training Advisor typically takes the initiative to pursue professional development opportunities, with support from the Training Manager or the company’s learning and development department.

14. Performance reviews and goal setting: The Training Advisor should participate in regular performance reviews with their supervisor to discuss their progress, receive feedback, and set goals for professional growth. This task helps align individual performance with organizational objectives and supports the Training Advisor’s career development. The Training Manager or a designated supervisor typically performs this task.

15. Collaboration with other departments: The Training Advisor should collaborate with other departments, such as HR, operations, or sales, to ensure training programs align with organizational goals and address specific departmental needs. This task involves regular communication, coordination, and collaboration with relevant stakeholders. The Training Advisor typically takes the initiative to establish and maintain these collaborations, with support from the Training Manager

Setting Up Your Employee Onboarding Process

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