Onboarding Sample / 2016

Here is a sample of a completed Onboarding plan; use this as a guide in filling out your own Onboarding template.

New Leader / ( NAME)
Title / Director, Department of XXX
Entity / Hospital of the University of Pennsylvania (HUP)
Date of Hire / 10/1/2017
Hiring Manager / (Insert Name) Chief Operating Officer, Department of XXX

Onboarding Goals: The First 90 Days

There are three key goals for a new leader’s Onboarding. Putting these priorities at the forefront of your first 90 days will facilitate a smooth integration into your role and accelerate your overall performance at Penn Medicine.

Learn the Business
Onboarding
Key Actions / Date of Completion
Attend New Employee Orientation / First day of hire – 10/1/16
Meet with COO to review Onboarding plan for first 90 days / First day in department – 10/2/16
Set up desktop, laptop, VPN access, mobile phone / First day in department – 10/2/16
Set up Knowledge Link with Penn Key / Within first week of hire
Complete required learning modules in Knowledge Link / Within first 30 days of hire
Get set up on e-STAR / Within first week of hire
Complete e-STAR education
-Online training
-Manager education / Complete within first week of hire
Scheduled on XXX
Enroll in benefits online through HR & You site / One month after hire – 11/1/16
Attend leader Onboarding courses:
-Focus on Financial Performance
-Focus on People
-Focus on Quality, Improvement, Innovation
-Focus on Performance Management
-Focus on Service
-Manager Fundamentals / Scheduled on XXX
Scheduled on XXX
Scheduled on XXX
Scheduled on XXX
Scheduled on XXX
Scheduled on XXX
Key Projects / Initiatives
Key Actions / Date of Completion
Understand the strategic priorities of Penn Medicine / Within first month of hire
Map out development plan for first 90 days / Within first month of hire
Set expectations with my manager to align goals / Within first three months of hire
Meetings to Attend
Key Actions / Date of Completion
Check in meeting with COO / Scheduled on XXX; reoccurs weekly
Departmental staff meeting / Scheduled on XXX; reoccurs monthly
Directors meeting / Scheduled on XXX; reoccurs monthly
One-on-one direct report meetings / Scheduled on XXX; reoccurs weekly
All entity executive meetings / Scheduled on XXX; reoccurs monthly
CMO/CNO meeting / Scheduled on XXX; reoccurs bimonthly
Departmental Specific Areas of Focus
Key Actions / Date of Completion
Review budget and budget process / Within first month of hire
Review employee engagement results from previous FY / Within first month of hire
Learn the departmental business plan/imperatives / Within firstmonth of hire
Focus on staff engagement and team building / Within first three months of hire
Learn necessary IT systems / Within first three months of hire
Understand reporting metrics within department / Within first three month of hire
Tours of Entities/Facilities / Shadowing
Locations / Address / Date of Completion
Proton Therapy Department Tour, PCAM / 3400 Civic Center Blvd. / Scheduled on XXX
Radiology Department, PAH / 800 Spruce St., 2 Cathcart / Scheduled on XXX
Penn Presbyterian Hospital / 39th & Market St. / Scheduled on XXX
Center for Innovation and Learning / 1500 Market St, 9th Floor / Scheduled on XXX
Build Relationships
Introductory Meetings
Leadership Team Members
Name / Title / Date of Completion
Garry Scheib / COO, UPHS & CEO, HUP / Scheduled on XXX
Dr. PJ Brennan / CMO, HUP / Scheduled on XXX
Denise Mariotti / CHRO, HUP / Scheduled on XXX
Reina Fleury / Assoc. CHRO, HUP / Scheduled on XXX
Direct Reports
Name / Title / Date of Completion
Joe Smith / Practice Manager / Scheduled on XXX
Mary Jones / Administrative Assistant / Scheduled on XXX
Colleagues and Peers
Name / Title / Date of Completion
Jane Doe / Director of XXX / Scheduled on XXX
John Doe / Director of XXX / Scheduled on XXX
Quick Wins
Key Initiatives for Quick Wins
Key Actions / Date of Completion
Create a shared vision for interdisciplinary team
Eliminate unnecessary steps in billing process
Implement department dashboards and begin to track metrics