About this template
Work type: Admin
Location: United States
Client industry: Generic
This template includes
- 18 tasks
Team Member Foundation for Success
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| Setting the Foundation for Success | ||
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| Role-Specific Preparation |
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| Create a tailored onboarding plan with role-specific goals. |
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| Assign a mentor or buddy for the first 90 days. |
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| Workspace Setup |
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| Ensure access to all necessary systems, software (QuickBooks, Excel, etc.), and tools. |
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| Prepare a welcome kit with branded items, Remarkable note taker, Desktop computer with two 32" screens, etc. |
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| Set up email, communication apps (Slack, Practice Protect, Google/Sync), and firm-specific software accounts. |
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| Cultural Introduction |
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| Share a welcome Slack message with personal introductions from the team inside of the Team Channel. |
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| Schedule a “Meet the Team” session via Zoom. |
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| Week 1: Onboarding and Orientation | ||
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| Day 1: Welcome and Orientation |
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| Conduct a warm welcome and office tour (physical or virtual). |
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| Discuss the company mission, vision, values, and history. |
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| Share an overview of the organizational structure and leadership. |
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| Administrative Setup |
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| Review the employee handbook, including policies and procedures. |
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| Complete tax forms, benefits enrollment, and payroll setup. |
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| Touchpoints and Leadership |
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| Schedule a one-on-one meeting with the team lead or department head. |
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| Plan an introductory meeting with the CEO or Founder. |
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| Week 1-2: Training and Education | ||
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| Role Training |
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| Provide a structured training program for core tasks (e.g., reconciliation, reporting). |
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| Shadow experienced team members on specific tasks. |
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| Guidelines for Support |
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| Provide a “How to Get Help” guide with resources, contacts, and FAQs. |
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| Schedule check-ins with their mentor/buddy to discuss progress. |
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| Education and Development |
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| Enroll in introductory training on industry tools like QuickBooks, Tax Software, or CRM. |
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| Share links to online training platforms or webinars. |
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| First 30 Days: Building Competence and Confidence | ||
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| Goal-Setting and Expectations |
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| Collaboratively set SMART goals for the first 30, 60, and 90 days. |
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| Provide a list of key performance indicators (KPIs) and how they will be tracked. |
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| Cultural Integration |
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| Schedule team lunches, happy hours, or virtual coffee chats. |
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| Share company traditions, such as volunteer days or annual events. |
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| Feedback Mechanisms |
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| Conduct weekly check-ins with the team lead to discuss progress and concerns. |
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| Solicit feedback on their onboarding experience and adjust accordingly. |
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| Discuss M&M's (Most & More Effective's) with Team lead and Team Member |
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| First 90 Days: Empowerment and Growth | ||
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| Advanced Training |
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| Introduce specialized training for niche accounting services (e.g., tax planning, audits). |
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| Offer certifications or courses relevant to their role (e.g., CPA prep, QuickBooks Advanced). |
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| Ownership of Tasks |
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| Assign ownership of smaller projects to build accountability and trust. |
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| Encourage participation in client meetings or team strategy sessions. |
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| Career Path Development |
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| Schedule a meeting to discuss long-term career goals within the firm. |
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| Share a roadmap for growth opportunities and skill development. |
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| Ongoing Engagement and Support | ||
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| Community Building |
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| Invite them to join internal committees or groups, such as social or wellness committees. |
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| Encourage participation in external professional organizations (e.g., AICPA, Roundtable Labs.) |
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| Learning Opportunities |
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| Provide a monthly schedule of training sessions, webinars, or workshops. |
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| Share industry news, best practices, and insights in regular team meetings. |
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| Celebrating Milestones |
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| Celebrate 30, 60, and 90-day milestones with personalized notes or small gifts. |
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| Acknowledge achievements and contributions during team meetings. |
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