Project Orientation Checklist

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General Orientation:

• Introduce new team member(s) to their immediate managers and supervisors;
• Introduce new team member(s) to general project background and current history;
• Represent the project general aims and specific objectives;
• Tell to the new team member(s) about the project sponsorship and key stakeholders;
• Hand out a copy of the project mission statement and extend it with additional explanations;
  Project mission statement is a brief and striking expression of the whole project ideology. 
• Give the new employee(s) a briefing on contract terms, project plan and schedule;
  Encourage them to ask their questions and answer them in detail.
• Demonstrate project organization and managerial hierarchy with a help of intelligible diagrams;
• Demonstrate to the new team members their places in this hierarchy;
• Introduce the key team members (in absentia), including project managers;
• Ensure the new team members clearly know who the key project decision-makers are and what they are responsible for;
• Introduce the new team members to their roles and responsibilities;
  Provide new team members with New Employee Workbooks explaining duties of their roles.
• Assign “buddy” employee(s) to answer general questions and conduct initial walk-through;
• Demonstrate their individual workplaces to new employees;
• Give introductions to the rest of the team or department staff;
  Provide new employee(s) with a Team List with their names and positions.

Administrative and Workflow Orientation:

• Assign a supervisor (patron) who can make sure that employee will get adapted well;
• Explain the main employment conditions, requirements, rules and features:
  • Vacation, holidays, and sick leave;
  • Overtime schedules and pay rate;
  • FMLA/leaves of absence;
  • Progression plan;
  • Training plans;
  • Disciplinary actions;
  • Career horizon;
  • Daily dress code;
• Educate the new employee(s) to accepted project standards:
  • Project Quality Manual;
  • List of project acronyms/trademarks;
  • Orientation documents (any blueprints, functional specifications, etc);
  • Status and progress reporting;
  • Review of the standard tools and systems;
  • Documented project assumptions;
• Represent and articulate specific tasks, activities and conditions related to role;
• Explain what is currently happening around this position;
• Review the key policies used on the project and in the organization:
  • Job schedule (work/shift) and working hours;
  • On-the-job safety;
  • Security and confidentiality:
  • Performance requirements, standards and evaluation;
  • E-mail and Internet utilization;
  • Time and leave reporting (check-in/out);
• Introduce the team procedures and atmosphere:
  • Schedule and agenda of regular team meetings;
  • Team leadership, format of communications and team culture;
  • Escalation process for issues and conflict resolution;
  • Emergency reaction team procedures; 

Facilities and Environment Orientation:

• Give new employee(s) a tour of project facility, including:
  • Project office and personal workstation;
  • Conference rooms and bulletin board;
  • Cloakrooms, restrooms, emergency exits and first-aid supplies;
  • Fax, printers, copy machines and office supplies;
  • Cafeteria, kitchen, vending machines and other amenities;
• Ensure a functional walk-through for new employee(s):
  • Individual hardware and software reviews;
  • Database and shared resources (access and permissions);
  • Personal rules on use of common equipment and supplies;
  • Telephones and other telecommunicational tools;
• Make sure new employees are able of using project facilities, equipment and software:
  • Identify degree to which new employee is able ...

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