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Work & projects · Onboarding guide

Welcome guide for newcomers

When you want new members to find the context they need in their first week

Only you can see the new document. Checks and statuses start empty, and share links, polls and surveys open when you publish them yourself.

Welcome guide for newcomers

Join date
Not set
Onboarding guide
Not set
Role
Not set
First-week check-in date
Not set

Add a sentence introducing the team and a first resource to read.

How we work

Briefly explain the team goals a newcomer should understand first.

•

This is our team's goal right now.

•

This is how our work rhythm goes.

•

Ask your questions here.

If something a newcomer would need to know is missing, add another line.

First week schedule

Write down what to do each day and who to do it with.

DayTo doCategoryLabelsWithAssigneeMinutesNumber
Day 1Team intro and tool setupIntroductionEmpty90
Day 2Read the current goals and materialsReadingEmpty120
Day 3Try a small task togetherHands-onEmpty180
Day 5First week retrospective1-on-1Empty30
Row 1
Day
Day 1
To do
Team intro and tool setup
Category
Introduction
With
Empty
Minutes
90
Row 2
Day
Day 2
To do
Read the current goals and materials
Category
Reading
With
Empty
Minutes
120
Row 3
Day
Day 3
To do
Try a small task together
Category
Hands-on
With
Empty
Minutes
180
Row 4
Day
Day 5
To do
First week retrospective
Category
1-on-1
With
Empty
Minutes
30

Our first week together

Shape the first week around reading, a small task, and gathering questions.

Our first week together

Write down your questions
Purpose
Use what was unclear to improve the next guide
Category
Reading
Who can help
Not set
Try a small task together
Purpose
Learn how work gets done here
Category
Hands-on
Who can help
Not set
Say a quick hello to teammates
Purpose
Know who to ask about what
Category
Meeting
Who can help
Not set
Read the team's current goals
Purpose
Understand why we do this work
Category
Reading
Who can help
Not set

Tools and access

Requesting day-one tools in advance cuts the waiting time.

SuppliesCategoryLabelsRequest ownerAssigneeRequestStatus
Document spaceRequiredEmptyEmpty
Chat channelRequiredEmptyEmpty
Calendar sharingOptionEmptyEmpty
Row 1
Supplies
Document space
Category
Required
Request owner
Empty
Request
Empty
Row 2
Supplies
Chat channel
Category
Required
Request owner
Empty
Request
Empty
Row 3
Supplies
Calendar sharing
Category
Option
Request owner
Empty
Request
Empty

Wrapping up the first week

When the first week ends, please answer briefly. We'll use it for the next guide.

Survey · Draft

First week wrap-up survey

What helped you most in your first week?

Long answer

Is there anything you'd like to know more about?

Long answer

Was the guidance enough? *
  • It was enough
  • It was a little lacking
  • It was very lacking
People can take part once the owner publishes it in the new document.
☐

Chose who joins each first-week item.

☐

Requested the required tools before day one.

☐

Set the first-week check-in date.