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Consulting Onboarding Checklist

Pre-Consulting Onboarding Checklist

Establish start date and schedule initial training

Gather necessary paperwork (contract, confidentiality agreements, etc.)

Set up consultant's email and other necessary accounts

Conduct background check and verify references

Provide access to company policies and procedures

Schedule introductory meeting with team members

Assign mentor or buddy for support during onboarding process

Order necessary equipment and supplies for consultant

Communicate dress code and other workplace expectations

Training and Orientation

Provide overview of consulting organization's history, values, and mission

Review consulting organization's policies and procedures

Conduct training on consulting methodology and tools

Introduce consultant to key team members and stakeholders

Project Assignment

Review project scope, objectives, and deliverables with consultant

Assign consultant to project team and provide project timeline

Provide access to project documentation and resources

Set up regular check-in meetings with project manager

Professional Development

Identify consultant's professional development goals and opportunities

Provide access to training resources and workshops

Encourage participation in industry events and conferences

Set up mentorship program with senior consultants

Feedback and Evaluation

Establish regular feedback sessions with consultant

Solicit feedback from project team members and clients

Conduct performance evaluations at regular intervals

Address any concerns or issues promptly and constructively

Offboarding

Review project outcomes and lessons learned with consultant

Collect feedback on consultant's experience with the organization

Conduct exit interview to gather insights for improvement

Provide resources for consultant's next steps in their career journey

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