School Coach Hands-On training checklist (1).pdf

Step 1: Set the Purpose and Expectations

Explain that reviewing policies and procedures is a required part of onboarding to ensure the new hire understands expectations, guidelines, and regulatory requirements. Reinforce that the goal is compliance, safety, accountability, and clarity—so there is no guessing or inconsistency.

Step 2: Review the Employee Handbook (Online training)

  1. Open the Employee Handbook with the new hire.

  2. Review key sections together, including:

    • Code of Conduct and professionalism

    • Attendance and punctuality expectations

    • Confidentiality and privacy requirements

    • Communication standards

  3. Pause at each section to confirm understanding (ask the new hire to explain it back in their own words).

  4. Document completion (signature or onboarding checklist sign-off, if required).

Step 3: Explain Administrative Processes

  1. Walk the new hire through the systems and processes used for:

    • Requesting time off

    • Reporting absences or lateness

    • Submitting expense requests (if applicable)

    • Any required internal forms or documentation

  2. Show where the forms/tools live and how to access them.

  3. Have the new hire complete one practice example (ex: mock time-off request) so they can demonstrate they know how.

Step 4: Review Safety and Compliance Requirements (Non-Negotiables)

  1. Review required safety protocols and compliance expectations, including:

    • Emergency procedures (fire, evacuation, lockdown, lost child)

    • Health and hygiene standards

    • Supervision expectations and child accountability

    • Incident reporting expectations

  2. Clarify what is “non-negotiable” vs. what is coachable.

  3. Confirm understanding by asking: “What would you do first if ____ happens?” (Use 2–3 scenarios.)

Step 5: Complete Hands-On Training with a School Coach (Practice + Modeling)

  1. Assign the new hire to the School Coach for real-time training support.

  2. The coach models correct procedures in the classroom environment.

  3. The new hire practices the procedures while the coach observes.

  4. The coach uses the checklist to verify the new hire can perform expectations correctly and consistently.

  5. Any gaps are documented and scheduled for re-teaching.

Reference:
School Coach Hands-On Training Checklist (1).pdf

Step 6: Address Questions and Confirm Readiness

 

  1. Set aside time for open discussion and questions.

  2. Clarify any confusion and restate key expectations.

  3. Confirm readiness before independent responsibility begins:

    • “Do you understand what’s expected?”

    • “Do you know where to find the SOP if you forget?”

    • “What will you do if you’re unsure in the moment?”

  4. Document completion and note any follow-up items.