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Onboarding Checklist

Creating effective onboarding experiences

The prompt
Onboarding for [role/team/project]. Timeline: [first day/week/month]. Include: 1) Day 1, 2) Week 1, 3) First month, 4) Who to meet/why, 5) Resources/access, 6) Success measured how

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Manager, HR Professional, Team Lead, Project Manager, Executive