# Onboarding Checklist

## Before start

- [ ] Employment, credential, background, policy, and labor-process requirements completed.
- [ ] Approved account, device, system, and physical access requested.
- [ ] Supervisor, mentor, backup, and district contacts assigned.
- [ ] Work calendar, initial schedule, workspace, equipment, and travel expectations confirmed.
- [ ] First-week and 30/60/90-day meetings scheduled.

## First day and week

- [ ] Mission, member districts, governance, organizational chart, and decision rights reviewed.
- [ ] Role outcomes, priorities, authority, escalation, and performance cadence reviewed.
- [ ] Student privacy, security, records, incident reporting, and approved-system practices completed.
- [ ] Professional, ethical, safety, accessibility, and compliance obligations reviewed.
- [ ] Key workflows, forms, service definitions, and communication norms introduced.
- [ ] Early workload is appropriate to access, orientation, and supervision readiness.

## First 30 days

- [ ] Meet core cooperative and district partners.
- [ ] Demonstrate access to approved tools and ability to follow essential workflows.
- [ ] Review representative de-identified work using the quality standard.
- [ ] Identify training, workload, supervision, and resource gaps.
- [ ] Agree on a first contribution and feedback plan.

## Days 31–60

- [ ] Increase independent responsibility within stated boundaries.
- [ ] Review service, documentation, timeline, relationship, and workload indicators.
- [ ] Observe or receive feedback on a core professional task.
- [ ] Resolve access, process, role, or relationship ambiguity.
- [ ] Update development goals.

## Days 61–90

- [ ] Review outcome scorecard and evidence.
- [ ] Confirm ongoing authority, escalation, workload, and meeting cadence.
- [ ] Capture improvement ideas from the new employee’s perspective.
- [ ] Agree on next-quarter outcomes and development support.
- [ ] Complete required probationary or introductory review process.

## Checkpoint record

| Date | Evidence reviewed | Strength | Barrier | Support / action | Owner | Follow-up |
| --- | --- | --- | --- | --- | --- | --- |
| | | | | | | |