Step 2. Make a basic plan for three months - for the adaptation period

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Mimakte
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Joined: Sun Dec 22, 2024 3:48 am

Step 2. Make a basic plan for three months - for the adaptation period

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According to this document, the employee and the manager will form a daily checklist of tasks. To create a task list, it is necessary to write out key responsibilities for the probationary period and set the expected dates of completion. For example, if you are hiring a designer for the team, the document with tasks for the probationary period may look like this.

Task What result do we expect? Implementation deadlines Who can I contact with a question about the task?
Get to know the design processes and team The employee will learn the specifics of the job and get to know the colleagues with whom he will need to collaborate 07.06 To the head of the department - Anna Pavlova
Prepare the first layouts for the marketplace task The taiwan business email list employee will make the first layouts, the number of edits is no more than 3 07.06 To the head of the department Anna Pavlova
... ... ... ...
Complete the design plan in the third month of work 10 layouts for social networks, 5 covers for YouTube and 1 landing page will be ready. The number of edits is no more than 3 07.09 To senior designer Ekaterina Bortsova
This table can be printed out and given to new employees before they start work. The tasks do not necessarily have to be presented in the form of a table, the main thing is to combine them into one document.

Step 3: Make a detailed plan for the week
In addition to the general list of tasks for three months, it is necessary to prepare a specific plan of actions for the first week. This is a detailed plan that will help the new employee quickly adapt and avoid procrastination caused by the uncertainty of the first steps.

With such a plan, a newbie will clearly understand their tasks and priorities from the first days. A detailed schedule for the first week is critically important.


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For the following weeks, a general structure is sufficient, as the first five working days are usually sufficient to master the basic aspects.

Step 3: Make a detailed plan for the week

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You can start planning your week by answering the following questions:

Who should the employee meet?

What regulations should he read?

What organizational issues should you learn on the first day?

What should he understand first of all to start working?

Are there any facilities or departments that need to be visited?

Let's look at an example of how to use these questions to create a weekly plan for a new marketer at a sushi bar.

Question Possible answer
Who should the employee meet? With colleagues from the department, the office manager and the company director
What regulations should I read? Rules for working with corporate programs, principles of communication with customers, deadlines for completing tasks
What organizational issues should you learn on the first day? Where is the employee's workplace located, how to connect new equipment, where to go for lunch and where can you go during a call
What should an employee learn first to start working? Explore the brand's promotions, prices and products
Are there any places you should visit? You need to study the sushi bar, see how the staff works

Step 4. Summarize the first week
At the end of the first week, it is recommended to arrange a one-on-one meeting with the new employee to discuss his first impressions. This is important despite the fact that communication has already taken place during the week.

Step 4. Summarize the first week

Source: shutterstock.com

Such a meeting will allow you to understand how the newcomer's adaptation actually went. At this stage, it is important to ask targeted questions:

What is your impression of the first week of work?

What challenges did you face?

Are there any colleagues you haven't had a chance to meet yet?

What exactly did you like this week?

Answering these questions will help improve the onboarding process for future newcomers.

At the meeting, it is important to provide feedback on the results of the first working week, identifying both positive and negative aspects of the work. For example, praise the employee for deeply studying the company's products and explain that contact with colleagues outside of working hours should be avoided.

In the future, such meetings can be held less frequently - once every two weeks or once a month.

Step 5. Assess what you have accomplished from the plan at the end of the trial period
Schedule a review meeting with the employee at the end of the third month of employment to discuss completed tasks and achievements. At this meeting, it is important to:

Assess what has been accomplished from the task plan.

Share your opinion about the employee's work, highlight his strengths and areas for improvement.

Get feedback from the employee about his impressions, possible difficulties and suggestions for improving the work process.

If a decision is made to continue cooperation, discuss the team’s future plans and prospects for the employee.

This meeting helps to sum up the adaptation period, strengthen relationships and outline further steps for development.
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