induction training checklist © alan chapman 2005. A free resource from www.businessballs.

c
Further induction training guidance on website.

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

ref
general organization induction where when
person
training checklist responsible

Food and drink, catering

Smoking areas and policy
Timings and induction training overview
Organizational history and background
overview
Ethics and philosophy
Mission statement(s)
Organization overview and structure
Local structure if applicable
Departmental structure and 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
Personnel systems and records 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
Health and Safety, and hazard reporting
Physical examinations, eye test etc.
Emergency procedures, fire drill, first aid
Accident reporting
Personal Protective Equipment
Use, care, and issue of tools and
equipment
Other housekeeping issues
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 and management
People and 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

Use of job specific equipment, tools, 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, (add and plan activities, timings
and person responsible)
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.
© alan chapman 2005. A free resource from www.businessballs.com. Not to be sold or published. Sole risk with user.
ee resource from www.businessballs.com. Not to be sold or published. Sole risk with user.
uidance on website.

ells with red triangle.)

done check or follow-up query, comments

(when) evaluation or action
th user.