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Leader onboarding check list

Preparing for Leader Onboarding

Gather necessary documentation and information about the organization's IT infrastructure, systems, and processes

Coordinate with HR to ensure all necessary paperwork and administrative tasks are completed

Schedule orientation sessions with key team members and stakeholders

Set up necessary accounts and access permissions for the new leader

Create a detailed onboarding schedule and share it with the new leader

Orientation and Introduction

Introduce the new leader to the organization's mission, vision, and values

Provide an overview of the IT department's goals, objectives, and key initiatives

Schedule meetings with key team members and stakeholders to facilitate introductions

Share relevant organizational charts and team structures

Provide an overview of the organization's IT policies, procedures, and standards

Technical Familiarization

Provide access to relevant technical documentation, systems, and tools

Schedule training sessions or workshops to familiarize the new leader with the organization's IT infrastructure

Assign a mentor or buddy to assist the new leader in understanding technical aspects

Provide an overview of the organization's current IT projects and initiatives

Share any relevant reports, metrics, or dashboards related to IT performance

Team and Staffing

Provide an overview of the existing IT team structure, roles, and responsibilities

Schedule one-on-one meetings with each team member to understand their strengths, challenges, and career aspirations

Discuss any ongoing or upcoming staffing needs and provide guidance on recruitment and hiring processes

Ensure the new leader understands the organization's performance evaluation and feedback processes

Share any relevant information about team dynamics, culture, and communication channels

Stakeholder Engagement

Identify key stakeholders within the organization and schedule meetings or introductions

Provide an overview of the organization's governance structure and key decision-making processes

Discuss any ongoing or upcoming IT projects that involve external stakeholders

Share strategies for effective stakeholder communication and relationship management

Provide guidance on managing expectations and delivering value to stakeholders

Goals and Expectations

Clearly communicate the organization's expectations, goals, and objectives for the new leader

Collaboratively set performance goals and objectives for the leader's first 90 days and beyond

Discuss any specific challenges or priorities the new leader should focus on

Provide guidance on aligning IT goals with the organization's overall strategic objectives

Regularly review and provide feedback on the leader's progress towards goals

Continuous Learning and Development

Discuss opportunities for ongoing professional development and learning

Share information about relevant industry trends, technologies, and best practices

Encourage participation in conferences, workshops, or training programs

Provide access to resources such as online learning platforms, industry publications, or webinars

Regularly review the new leader's development plan and provide guidance and support

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