Utilities Manager Onboarding Checklist

Utilities Manager Onboarding Process

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

Utilities Manager Onboarding Checklist

1. Introduction to company policies and procedures: The Utilities Manager should receive a comprehensive overview of the company’s policies and procedures, including safety protocols, environmental regulations, and operational guidelines. This task is typically performed by the Human Resources department or a designated supervisor.

2. Familiarization with facility infrastructure: The Utilities Manager should be provided with a detailed tour of the facility, including all utility systems such as electrical, water, heating, and cooling. This task is usually performed by a senior Utilities Manager or a designated facility management team member.

3. Review of utility contracts and agreements: The new Utilities Manager should be given access to all utility contracts and agreements relevant to the facility. This includes contracts with electricity, water, gas, and waste management providers. The task of providing these documents is typically handled by the Procurement or Facilities department.

4. Introduction to maintenance and repair procedures: The Utilities Manager should be trained on the facility’s maintenance and repair procedures, including how to handle emergency situations and coordinate with external service providers. This training is usually conducted by the Facilities Manager or a designated maintenance supervisor.

5. Understanding energy efficiency initiatives: The Utilities Manager should be briefed on any ongoing energy efficiency initiatives or sustainability programs implemented by the company. This includes understanding energy-saving measures, monitoring systems, and reporting requirements. The task of providing this information is typically performed by the Sustainability or Energy Management department.

6. Collaboration with other departments: The Utilities Manager should be introduced to key personnel from other departments, such as Operations, Engineering, and Finance, to foster collaboration and ensure smooth coordination of utility-related activities. This task is usually facilitated by the Facilities Manager or a designated team member responsible for interdepartmental communication.

7. Training on utility management software: If the company utilizes specialized software for utility management, the Utilities Manager should receive training on how to effectively use the software for monitoring consumption, analyzing data, and generating reports. This training is typically provided by the IT department or a designated software trainer.

8. Budgeting and financial management: The Utilities Manager should be provided with information on the facility’s utility budget, financial reporting requirements, and cost-saving strategies. This task is usually performed by the Finance department or a designated financial analyst.

9. Health and safety training: The Utilities Manager should undergo comprehensive health and safety training, including understanding safety protocols, emergency response procedures, and compliance with Occupational Safety and Health Administration (OSHA) regulations. This training is typically conducted by the Health and Safety department or a designated safety officer.

10. Introduction to key stakeholders: The Utilities Manager should be introduced to key stakeholders, such as utility providers, regulatory agencies, and community organizations, to establish relationships and ensure compliance with external requirements. This task is typically facilitated by the Facilities Manager or a designated liaison.

11. Performance expectations and evaluation: The Utilities Manager should receive clear performance expectations and understand how their performance will be evaluated. This includes setting goals, establishing key performance indicators (KPIs), and regular performance reviews. The task of communicating performance expectations is typically performed by the Facilities Manager or a designated supervisor.

12. Ongoing professional development opportunities: The Utilities Manager should be informed about any professional development opportunities, such as conferences, workshops, or certifications, that can enhance their skills and knowledge in utility management. This information is typically provided by the Human Resources department or a designated training coordinator.

13. Introduction to company culture and values: The Utilities Manager should be introduced to the company’s culture, values, and mission to ensure alignment with the organization’s overall goals. This task is typically performed by the Human Resources department or a designated culture ambassador.

14. Access to necessary tools and resources: The Utilities Manager should be provided with all necessary tools, equipment, and resources required to perform their job effectively. This includes access to utility monitoring systems, maintenance tools, and relevant documentation. The task of providing these resources is typically handled by the Facilities or Operations department.

15. Mentoring and support: The Utilities Manager should be assigned a mentor or a senior Utilities Manager who can provide guidance, answer questions, and offer support during the onboarding process and beyond. This task is typically coordinated by the Facilities Manager or a designated mentorship program coordinator

Setting Up Your Employee Onboarding Process

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