induction training checklist

ref

alan chapman 2005. A free resource from www.businessballs.com. Not to Further induction training guidance on website.

(Add and amend items to suit the situation. See the notes in this Excel sheet - mouseover cells with red triangle.)

general organization induction training checklist

Food and drink, catering Smoking areas and policy Timings and induction training overview Organizational history and background overview Ethics and philosophy Mission statement(s) Organization overview and structure Local structure if applicable Departmental structure and interfaces Who's who (names, roles, responsibilities) Site layout Other sites and locations Dress codes Basic communications overview Facilities and amenities Pay Absenteeism and lateness Holidays Sickness Health insurance Pension Trades Unions Rights and legal issues Personnel systems and records overview Access to personal data Time and attendance system Security Transport and parking Creche and childcare Grievance procedures Discipline procedures Career paths Training and development Appraisals Mentoring Awards and Incentives Health and Safety, and hazard reporting Physical examinations, eye test etc. Emergency procedures, fire drill, first aid Accident reporting Personal Protective Equipment Use, care, and issue of tools and equipment Other housekeeping issues General administration Restricted areas, access, passes

where

when

person responsible

job and departmental induction training checklist

Local departmental amenities, catering, washrooms, etc. Local security, time and attendance, sickness, absenteeism, holidays, etc. Local emergency procedures Local departmental structure Department tour Departmental functions and aims Team and management People and personalities overview (extremely helpful, but be careful to avoid sensitive or judgemental issues) Related departments and functions How the department actually works and relates to others Politics, protocols, unwritten rules (extremely helpful, but be careful to avoid sensitive or judgemental issues) The work-flow - what are we actually here to do? Customer service standards and service flow How the job role fits into the service or production process Reporting, communications and management structures Terminology, jargon, glossary, definitions of local terms Use and care of issued equipment Work space or workstation Local housekeeping Stationery and supplies Job description - duties, authority, scope, area/coverage/territory Expectations, standards, current priorities Use of job specific equipment, tools, etc. Use of job specific materials, substances, consumables Handling and storage Technical training - sub-categories as appropriate Product training - sub-categories as appropriate Services training - sub-categories as appropriate Job specific health and safety training Job-specific administration, processing, etc. Performance reporting

Performance evaluation Training needs analysis method and next steps Initial training plans after induction Training support, assistance, mentor support Where to go, who to call, who to ask for help and advice Start of one-to-one coaching Training review times and dates Development of personal objectives and goals Opportunities for self-driven development Virtual teams, groups, projects open to job role Social activities and clubs, etc. Initial induction de-brief and feedback Confirmation of next training actions Wider site and amenities tour

other induction training activities for managerial, executive, field-based or international roles
Site tours and visits Field accompaniment visits with similar and related job roles Customer visits Supplier and manufacturer visits Visits and tours of other relevant locations, sites and partners Attendance of meetings and project groups Shop-floor and 'hands-on' experiences (especially for very senior people) Attendance at interesting functions, dinners, presentations, etc. Exhibition visits and stand-manning Overseas visits - customers, suppliers, sister companies, etc.

(add and plan activities, timings and person responsible)

Add, amend, and expand training items as required.

 alan chapman 2005. A free resource from www.businessballs.com. Not to be sold or published. Sole risk with user.

2005. A free resource from www.businessballs.com. Not to be sold or published. Sole risk with user. n training guidance on website.

useover cells with red triangle.) done (when) check or evaluation follow-up query, comments or action

Sole risk with user.