Onboarding Training Checklist
New Hire Success Roadmap
Employee Name: __________________________________
Position: _________________________________________
Start Date: ________________________________________
Onboarding Coach: __________________________________
Director: __________________________________________
Phase 1: Orientation & Culture (Week 1)
Focus: Organizational mission, values, compliance basics, and professional expectations.
|
Task |
Delivery Method |
Verification |
Completed (Initials/Date) |
|
Complete online module: Mission, Vision, Core Values |
Online course + Quiz |
LMS score ā„ 90% |
|
|
Review Staff Handbook (Code of Conduct, Equal Opportunity, Professionalism) |
Online module + Quiz |
LMS score ā„ 90% |
|
|
Introduction to school site, team, and classroom assignment |
In-person tour |
Director/Coach observation |
|
|
Review dress code, attendance, confidentiality policies |
Online module + Quiz |
LMS score ā„ 90% |
|
|
Introduction to YI App for parent communication |
Tech demo |
Practice entry in sandbox account |
Phase 2: Safety & Compliance
Focus: Child safety, supervision, emergency procedures, and mandated reporting.
|
Task |
Delivery Method |
Verification |
Completed (Initials/Date) |
|
Complete online safety modules: Supervision, Drop-off/Pick-up, Access Policy |
Online module + Quiz |
LMS score ā„ 90% |
|
|
Review & demonstrate emergency protocols: Fire, Severe Weather, Lockdown |
In-person role play/simulation |
Coach observation checklist |
|
|
Complete Child Protection & Mandated Reporting module |
Online module + Quiz |
LMS score ā„ 90% |
|
|
Review Health & Safety certifications required (CPR, First Aid, Bloodborne Pathogens) |
Policy review |
Certification verification |
|
|
Perform headcount procedure and classroom safety check |
Hands-on practice |
Coach observation |
Phase 3: Classroom Practice & Parent Communication (Weeks 2)
Focus: Daily routines, classroom management, and family engagement.
|
Task |
Delivery Method |
Verification |
Completed (Initials/Date) |
|
Shadow mentor teacher in assigned classroom |
Job shadowing |
Observation notes |
|
|
Practice classroom transitions (arrival, meals, playground, dismissal) |
Hands-on with Onboarding Coach |
Observation checklist |
|
|
Practice behavior guidance and child redirection strategies |
Scenario-based role play |
Coach feedback |
|
|
Enter and submit a complete daily report in YI App |
Hands-on practice |
Coach review & sign-off |
|
|
Participate in parent greeting and dismissal under supervision |
Hands-on practice |
Director/Coach feedback |
Phase 4: Independent Demonstration (Weeks 3ā4)
Focus: Independent execution of daily responsibilities with observation and feedback.
|
Task |
Delivery Method |
Verification |
Completed (Initials/Date) |
|
Independently manage group of children for one classroom segment (circle time, activity, or meal) |
Hands-on practice |
Director/Coach observation |
|
|
Complete accurate attendance and headcounts without reminders |
In-class practice |
Director/Coach observation |
|
|
Maintain professionalism and communication standards |
Ongoing observation |
Director evaluation |
|
|
Demonstrate use of emergency procedures in drill |
Simulation |
Director verification |
|
|
Review & finalize onboarding checklist |
One-on-one meeting |
Director & Coach sign-off |
Final Sign-Off
I confirm that the above roadmap has been successfully completed, and the new hire has demonstrated readiness for independent classroom responsibilities in alignment with Young Innovators Academies standards.
-
Onboarding Coach Name & Signature: __________________________________ Date: ____________
-
Director Name & Signature: __________________________________________ Date: ____________
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Employee Acknowledgment: __________________________________________ Date: ____________