Urban Planner Onboarding Checklist

Urban Planner Onboarding Process

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

Urban Planner Onboarding Checklist

1. Introduction to the company: The new urban 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 new urban planner should be given a thorough overview of the company’s policies and procedures, including those related to work hours, leave, communication, and safety. This task is usually performed by the HR department.

3. Introduction to team members: The new urban planner should be introduced to their immediate team members, as well as key stakeholders within the company. This introduction can be facilitated by the team leader or project manager.

4. Review of ongoing projects: The new urban planner should be provided with an overview of the ongoing projects within the company, including their objectives, timelines, and key deliverables. This task is typically performed by the project manager or team leader.

5. Training on software and tools: The new urban planner should receive training on the software and tools commonly used in the industry, such as GIS (Geographic Information System) software, CAD (Computer-Aided Design) tools, and project management software. This training can be conducted by the IT department or a designated trainer.

6. Familiarization with relevant regulations and codes: The new urban planner should be familiarized with the relevant regulations, codes, and standards that govern urban planning in the specific region or jurisdiction. This task can be performed by senior urban planners or legal experts within the company.

7. Site visits and fieldwork: The new urban planner should be given opportunities to visit project sites and engage in fieldwork to gain practical experience and understand the real-world implications of urban planning decisions. This task can be coordinated by the project manager or senior urban planners.

8. Review of past projects: The new urban planner should be provided with an overview of past projects undertaken by the company, including their successes, challenges, and lessons learned. This review can be conducted by senior urban planners or project managers.

9. Introduction to clients and stakeholders: The new urban planner should be introduced to key clients and stakeholders with whom they may interact during their tenure. This introduction can be facilitated by the project manager or business development team.

10. Mentoring and guidance: The new urban planner should be assigned a mentor or supervisor who can provide guidance, support, and feedback throughout their onboarding process. This mentoring relationship can be established by the HR department or team leader.

11. Review of company resources: The new urban planner should be made aware of the various resources available within the company, such as libraries, databases, research materials, and professional networks. This review can be conducted by the HR department or senior urban planners.

12. Performance expectations and goal setting: The new urban planner should have a clear understanding of the performance expectations and goals set by the company. This task is typically performed by the HR department or team leader.

13. Introduction to community engagement: The new urban planner should be introduced to the company’s approach to community engagement and public participation in urban planning processes. This introduction can be facilitated by senior urban planners or community outreach specialists.

14. Review of budgeting and financial processes: The new urban planner should be familiarized with the company’s budgeting and financial processes, including cost estimation, resource allocation, and financial reporting. This task can be performed by the finance department or project managers.

15. Ongoing professional development opportunities: The new urban planner should be informed about the company’s commitment to ongoing professional development and provided with information on relevant training programs, conferences, and workshops. This task can be coordinated by the HR department or senior urban planners

Setting Up Your Employee Onboarding Process

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