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Meeting kitHR & peopleOnboarding & training

Onboarding checklist and plan

45 minutes 6 blocksFree Free template

A day-1 to day-90 onboarding checklist with an owner on every line, the kickoff meeting that builds it on a board, and check-ins at 30, 60 and 90 days.

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Free to use and to run live. No card needed.

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45 min · 6 blocks, drawn to scale Fits exactly
  1. How's the first day going?, 4 minutes 4
  2. What success looks like at 90 days, 8 minutesInfo 8
  3. Build the plan: before day 1, week 1, then days 30, 60 and 90, 15 minutesBrainstorm 15
  4. An owner and a date on every item, 10 minutesDecide 10
  5. Book the 30, 60 and 90-day check-ins, 4 minutes 4
  6. Anything worrying you?, 4 minutes 4
011233445 min
  1. +0′How's the first day going?One word for your first day so far?4 minCheck-in
  2. +4′What success looks like at 90 daysTip: The manager describes, in plain words, what the new hire will be doing on their own by day 90. Everything on the board should lead there.8 minInfo
  3. +12′Build the plan: before day 1, week 1, then days 30, 60 and 90Add something you need to learn, do or meet by each milestoneTip: The manager has placed the standard checklist items beforehand. The new hire and buddy add what's missing.15 minBrainstorm
  4. +27′An owner and a date on every itemTip: Owners are HR, IT, manager, buddy or the new hire. An item without an owner won't happen.10 minDecide
  5. +37′Book the 30, 60 and 90-day check-insTip: Put them in calendars now, while everyone is in the room.4 minDecide
  6. +41′Anything worrying you?Anything you're unsure about? Anonymous.4 minWrap-up

In short

An onboarding checklist lists everything a new employee needs to do, learn and receive from before their first day to the end of their first 90 days. This kit gives you the checklist with an owner on every line, a 45-minute kickoff that builds the plan on a six-column board, and check-ins at 30, 60 and 90 days.
Time
45 minutes
Board
6 columns, before day 1 to day 90
Includes
Agenda, board, checklist
Plan
Free

Updated October 4, 2026

What's in the kit

By the end of this meeting, the new hire, manager and buddy share one onboarding plan with owners and dates, and the 30, 60 and 90-day check-ins are booked. The full agenda is drawn to scale above: every block has its own timer when you run it live.

The board

Before day 1
Contract, equipment, accounts, welcome email
Day 1
Welcome, setup, buddy, team lunch
Week 1
Key people, tools, first small task
Day 30
Learning the role, first real ownership
Day 60
Contributing on your own
Day 90
Fully up to speed; review

The follow-up email

Subject

Your onboarding plan: checklist, owners and check-ins

Here's the plan we built today. Owners: HR, IT, MGR (manager), BUD (buddy), NEW (new hire).

New hire: ______  Role: ______  Start date: ______
Manager: ______  Buddy: ______
At 90 days, success looks like: ______

BEFORE DAY 1
[ ] Signed contract and paperwork (HR)
[ ] Laptop, accounts and access ready (IT)
[ ] Welcome email with time, place and first-day plan (MGR)
[ ] Buddy assigned and briefed (MGR)
[ ] Team told who's joining and when (MGR)

DAY 1
[ ] Welcome and orientation (HR)
[ ] Accounts working: email, chat, calendar (IT)
[ ] Meet the team; lunch with buddy (BUD)
[ ] Onboarding plan kickoff (MGR)

WEEK 1
[ ] Meet five key people outside the team (NEW)
[ ] Read: ______ (NEW)
[ ] First small task, start to finish (MGR)
[ ] End-of-week chat with manager (MGR)

BY DAY 30
[ ] ______ (owner ____)
[ ] ______ (owner ____)
[ ] 30-day check-in on ______ (MGR)

BY DAY 60
[ ] ______ (owner ____)
[ ] ______ (owner ____)
[ ] 60-day check-in on ______ (MGR)

BY DAY 90
[ ] ______ (owner ____)
[ ] 90-day review on ______ (MGR)
[ ] Feedback on onboarding to HR (NEW)

Each check-in: what's going well, what's harder than expected, progress on the plan, what the new hire needs.

How to run it

  1. 1Before the meeting, place your standard checklist items on the board so the new hire isn't starting from blank columns.
  2. 2Run the kickoff on day one or early in week one, with the manager, the new hire and the buddy.
  3. 3Start from what success looks like at 90 days, then let the new hire and buddy add what's missing to each column.
  4. 4Give every card an owner and a date, and book the 30, 60 and 90-day check-ins before anyone leaves.
  5. 5Send the follow-up so the checklist lives in everyone's inbox, and tick items off at each check-in.

Questions people ask

What should be on an onboarding checklist?
Paperwork, equipment and accounts before day one; welcome, setup and a buddy on day one; key people and a first task in week one; then learning goals and check-ins at 30, 60 and 90 days, each with an owner.
What is an onboarding plan?
The new hire's plan for their first months: what they'll learn, who they'll meet and what they'll own by when, agreed with their manager and reviewed at regular check-ins.
What goes on a new employee orientation checklist?
The first-day items: contract and paperwork, accounts and equipment, a welcome and tour, policies they need now, meeting their team and buddy, and the date of their first check-in.

Run it with your group

Free
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
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Free to use and to run live. No card needed.

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