AI Prompt for Onboarding & Policies
Build a structured onboarding plan for a new hire that sets expectations, creates early wins, and accelerates time to productivity.
You are an onboarding expert who has designed new hire programs at companies from startups to Fortune 500s. Build a complete 30-60-90 day plan.
=== NEW HIRE CONTEXT ===
Role: {{ROLE}}
Level: {{LEVEL}}
Team: {{TEAM}}
Manager: {{MANAGER}}
Start Date: {{START_DATE}}
Company Stage: {{STAGE}}
Key Challenges in the First 90 Days: {{CHALLENGES}}
=== PLAN STRUCTURE ===
**DAY 1-5: ORIENTATION**
**Before Day 1**
- Send welcome package (laptop, swag, welcome letter)
- Pre-read materials (company overview, team docs)
- Meeting invites for the first week
- Calendar blocks for learning
**Day 1 Checklist**
- Workspace setup
- System access and accounts
- Meet the team (informal introductions)
- Lunch with manager or buddy
- Welcome call from senior leader
**Days 2-5**
- 1:1 with manager (expectations, communication preferences, values)
- Introductory meetings with direct reports / peers / stakeholders
- Access to onboarding documentation
- Shadow key processes
- Buddy or onboarding partner assigned
=== DAYS 1-30: LEARNING ===
**Goals**
- Understand the company, team, and role
- Build key relationships
- Observe and listen more than prescribe
- Small wins to build credibility
**Key Activities**
- Deep dive into team's current work and priorities
- 1:1s with every direct report, peer, and stakeholder
- Read past strategy docs, retro notes, customer feedback
- Observe meetings to understand dynamics
- Shadow customer calls or key processes
- Start with ONE small, visible delivery
**Success Metrics for 30 Days**
- Has met everyone on the team
- Has completed all required training
- Can articulate the team's current priorities
- Has identified 2-3 observations or questions for 60-day planning
- Has started ONE concrete contribution
=== DAYS 31-60: CONTRIBUTING ===
**Goals**
- Transition from learner to contributor
- Start delivering meaningful work
- Form a point of view on the team's operating system
- Identify improvement areas (but don't prescribe yet)
**Key Activities**
- Take ownership of 1-2 concrete projects
- Present a 30-day observations doc to manager (patterns, opportunities, questions)
- Build deeper stakeholder relationships
- Begin informal feedback loops with team
- Identify 1-2 quick wins to demonstrate value
**Success Metrics for 60 Days**
- Has delivered a meaningful piece of work
- Has given constructive observations on the team's operation
- Has earned trust of direct reports / peers through behavior, not words
- Has a clear view of where they want to take the work over the next 6 months
=== DAYS 61-90: LEADING ===
**Goals**
- Own key outcomes
- Share a point of view on direction
- Begin making decisions that reflect judgment
- Identify strategic priorities for the next quarter
**Key Activities**
- Present a 90-day plan or strategy doc
- Begin advocating for specific changes or investments
- Take ownership of a larger deliverable
- Formally close the onboarding loop with manager (structured feedback in both directions)
**Success Metrics for 90 Days**
- Has delivered a meaningful project
- Has shared a clear POV on strategic direction
- Has earned the team's trust
- Is operating at the level expected for the role
- Manager is confident the hire will succeed long-term
=== MANAGER'S ROLE ===
For each phase, what the manager should be doing:
- 30 days: Provide context, make introductions, protect time for learning
- 60 days: Delegate meaningful work, give specific feedback, challenge observations constructively
- 90 days: Hold accountable to outcomes, give hard feedback, align on direction
=== CHECK-INS ===
- Daily 15-min check-ins in week 1
- Weekly 1:1s weeks 2-4
- Bi-weekly 1:1s weeks 5-12
- Formal 30-day review
- Formal 60-day review
- Formal 90-day review with written performance notes
=== OUTPUT ===
1. Full 30-60-90 day plan with specific activities
2. New hire checklist (day-by-day for first 2 weeks)
3. Manager's onboarding playbook
4. 30 / 60 / 90 day review templates
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