Template: 30-Day Checkup for Experienced Project Newcomer

Purpoe
This template is designed to assist the project manager with identifying and responding
to obstacles for those individuals who are experienced in their duties, but new to the
company and/or project. This template and procedure is not designed to replace any
onboarding or orientation procedure, but may be used to enhance those procedures.
!ntruction
1. Determine who the managers are with experienced project newcomers. Depending
on the project and organization, you may choose to
a. onduct the reviews yourself
b. !dentify managers who are more appropriate to conduct reviews
". #fter $%&'% days after the project control phase begins, arrange for the reviews to
occur.
$. (or each of the targeted newcomers, note the performance&related issues in column
).
a. *articular open&ended +uestions may need to be as,ed, such as-
1. /hat difficulties have you had following our process0
". /hat problem1s. has our wor, culture or environment caused you0
$. /hat obstacles have you run into0 /hat have you done to surmount those
obstacles0
2. /hat can ! do now to improve how you use our tools and procedures0
2. 3ist solution1s. in column .
a. These may be created in the meeting with the individual or may be determined
after the meeting is over. !f any information is added after the meeting with any
wor,er, apprise the wor,er of updates.
4. 3ist the re+uired action items in column D. There may be more than one action item
associated with a single issue.
5. 6a,e notes in column 7 to add details to ensure the action items are defined and
completed correctly.
8. omplete columns ( and 9.
:. omplete action items.
gantthead.com 30 Day Checkup for Experienced Project Newcomer
7xample entries in blue.
A. Experienced
Individual
B. Main Issues C. Solution
Needed
D. Action Items E. Notes F. Responsible G. Due Date
Beth Haddad Problem
following process
(choosing correct
template to use to
complete
deliverable)
Assistance
choosing the
correct templates
from process
database
Schedule a
meeting with
worker to review
appropriate
templates for
current project
Beth has used
much different
database of
templates
previously, and is
having trouble
choosing among
the variety
available to
perform her work
Improve
training/communi
cations process in
this area
Review
effectiveness of
training/communi
cations in this
area of the
process
This is not the
role of the PM,
check with
manager of
functional
division
;"%%8 gantthead.com "