induction training checklist

alan chapman 2005. A free resource from www.busines

risk with user. Further induction training guidance on web

(Add and amend items to suit the situation. See the notes in this Excel sheet - mouseover cells with
red triangle.)
ref

general organization
induction training checklist
Food and drink, catering
Smoking areas and policy
overview
Organizational history and
background overview
Ethics and philosophy
Mission statement(s)
Organization overview and structure
Local structure if applicable
interfaces
Who's who (names, roles,
responsibilities)
Site layout
Other sites and locations
Dress codes
Basic communications overview
Facilities and amenities
Pay
Absenteeism and lateness
Holidays
Sickness
Health insurance
Pension
Trades Unions
Rights and legal issues
overview
Access to personal data
Time and attendance system
Security
Transport and parking
Creche and childcare
Grievance procedures
Discipline procedures
Career paths
Training and development
Appraisals
Mentoring
Awards and Incentives
reporting
Physical examinations, eye test etc.
aid
Accident reporting
Personal Protective Equipment
Use, care, and issue of tools and
equipment
Other housekeeping issues

where

when

person
responsible

General administration
Restricted areas, access, passes

job and departmental

induction training checklist
Local departmental amenities,
catering, washrooms, etc.
Local security, time and attendance,
sickness, absenteeism, holidays, etc.
Local emergency procedures
Local departmental structure
Department tour
Departmental functions and aims
Team
Peopleand
andmanagement
personalities overview
(extremely helpful, but be careful to
avoid sensitive or judgemental
issues)
Related departments and functions
How the department actually works
and
relates
to others
Politics,
protocols,
unwritten rules
(extremely helpful, but be careful to
avoid sensitive or judgemental
issues)
The work-flow - what are we actually
here to do?
Customer service standards and
service flow
How the job role fits into the service
or production process
Reporting, communications and
management structures
Terminology, jargon, glossary,
definitions of local terms
Use and care of issued equipment
Work space or workstation
Local housekeeping
Stationery and supplies
Job description - duties, authority,
scope, area/coverage/territory
Expectations, standards, current
priorities
etc.
Use of job specific materials,
substances, consumables
Handling and storage
Technical training - sub-categories as
appropriate
Product training - sub-categories as
appropriate
Services training - sub-categories as
appropriate
Job specific health and safety training

Job-specific administration,
processing, etc.
Performance reporting
Performance evaluation
Training needs analysis method and
next steps
Initial training plans after induction
Training support, assistance, mentor
support
Where to go, who to call, who to ask
for help and advice
Start of one-to-one coaching
Training review times and dates
Development of personal objectives
and goals
Opportunities for self-driven
development
Virtual teams, groups, projects open
to job role
Social activities and clubs, etc.
Initial induction de-brief and feedback
Confirmation of next training actions
Wider site and amenities tour

other induction training

activities for managerial,
executive, field-based or
international roles
Site tours and visits
Field accompaniment visits with
similar and related job roles
Customer visits
Supplier and manufacturer visits
Visits and tours of other relevant
locations, sites and partners
Attendance of meetings and project
groups
Shop-floor and 'hands-on'
experiences (especially for very
senior people)
Attendance at interesting functions,
dinners, presentations, etc.
Exhibition visits and stand-manning
Overseas visits - customers,
suppliers, sister companies, etc.

Add, amend, and expand training items as

required.

(add and plan activities, timings

and person responsible)

 alan chapman 2005. A free resource from www.businessballs.com. Not to be sold or published. Sole risk with user.

A free resource from www.businessballs.com. Not to be sold or published. Sole

duction training guidance on website.

ouseover cells with

done
(when)

check or
evaluation

follow-up query, comments

or action

. Sole risk with user.