Project Onboarding Checklist

Purpose: This document provides a comprehensive checklist to ensure that new team members and stakeholders are properly onboarded to the project {projectName}. It includes important context, required access, and key resources to accelerate a smooth transition into the project environment.

General Information

• Project Name: {projectName}
• Project Manager: {projectManager}
• Onboarding Date: {onboardingDate}
• New Member: {fullName}
• Role: {role}

Access & Setup

{#accessItems}

• {system}: {accessStatus}

{/accessItems}

Meetings & Introductions

{#meetings}

• {meetingName} with {personResponsible} on {scheduledDate}

{/meetings}

Project Documentation to Review

{#documents}

• {docTitle} - {docPurpose}

{/documents}

Team Introductions

Training & Orientation

{#trainings}

1. {trainingTitle}: {trainingDescription}

{/trainings}

Initial Tasks / Deliverables

{#initialTasks}

1. {taskTitle}: {taskDetails}

{/initialTasks}

Additional Notes

{additionalNotes}

Acknowledgement

I, {fullName}, acknowledge that I have received and reviewed the materials listed in this onboarding checklist for the project {projectName}.

Date: {acknowledgementDate}

Signature: ______________________