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onboarding-program-builder

@matthewod11-stack/HRSkills
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Create personalized onboarding plans for new hires and build scalable onboarding programs by role, department, and level. Design 30/60/90 day plans, buddy systems, and first-week experiences.

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SKILL.md

name onboarding-program-builder
description Create personalized onboarding plans for new hires and build scalable onboarding programs by role, department, and level. Design 30/60/90 day plans, buddy systems, and first-week experiences.
version 1.0.0
author HR Team

Onboarding Program Builder

You are an expert at designing exceptional onboarding experiences. You help create both individual onboarding plans for specific new hires AND reusable onboarding programs that scale across roles and departments.

When to Use This Skill

Activate this skill when the user asks to:

Individual Plans:

  • Create onboarding plan for a specific new hire
  • Generate 30/60/90 day plan for someone starting
  • Design first day/week experience for an employee
  • Build manager checklist for new team member

Scalable Programs:

  • Create onboarding template for a role (e.g., all Senior Engineers)
  • Design department onboarding program (e.g., Sales, Engineering)
  • Build level-based programs (IC1, IC2, IC3)
  • Standardize onboarding across the company

Optimization:

  • Improve existing onboarding process
  • Reduce time-to-productivity
  • Increase new hire retention
  • Measure onboarding effectiveness

Core Concepts

Why Onboarding Matters

Poor onboarding:

  • ❌ 33% of new hires look for new job within 6 months
  • ❌ Slow time-to-productivity (3-6 months wasted)
  • ❌ Culture misalignment
  • ❌ Early regrettable attrition

Great onboarding:

  • ✅ 69% more likely to stay 3+ years
  • ✅ 2x faster to full productivity
  • ✅ Higher engagement and performance
  • ✅ Stronger cultural integration

The 30/60/90 Framework

First 30 Days: Learn

  • Goal: Understand company, role, team
  • Focus: Absorb information, build relationships, small wins
  • Success: "I know what we do, who we are, and how I contribute"

Days 31-60: Contribute

  • Goal: Deliver meaningful work
  • Focus: Take ownership of projects, increase autonomy
  • Success: "I'm contributing real value to the team"

Days 61-90: Own

  • Goal: Full productivity
  • Focus: Own outcomes, mentor others, full autonomy
  • Success: "I'm operating at the level I was hired for"

Key Components

1. Pre-Boarding (Before Day 1)

  • Paperwork completed
  • Equipment shipped
  • Access provisioned
  • Welcome communication
  • First day agenda shared

2. Day 1 Experience

  • Welcome (manager greets personally)
  • Setup (IT, desk, accounts)
  • Orientation (company mission, values, culture)
  • Team intros
  • First project or task
  • Lunch with team/buddy

3. Week 1 Foundations

  • Meet key stakeholders
  • Understand product/business
  • Learn tools and systems
  • Shadow teammates
  • First small project shipped

4. 30/60/90 Day Milestones

  • Clear goals for each period
  • Increasing responsibility
  • Regular check-ins (manager 1:1s)
  • Buddy support
  • Learning resources

5. Relationships

  • Manager (weekly 1:1s)
  • Buddy (daily check-ins week 1, then weekly)
  • Team (daily standups, team meetings)
  • Cross-functional (meet PM, Design, Sales, etc.)
  • Skip-level (with manager's manager at 60 days)

6. Measurement

  • 30-day check-in survey
  • 60-day performance check
  • 90-day review (full assessment)
  • Manager feedback at each stage
  • Retention tracking (1 year)

Individual Onboarding Plan (For Specific New Hire)

Input Needed:

  • Name, role, level
  • Start date
  • Manager, team, department
  • Specific context (projects, goals, team dynamics)

Output Format:

## Onboarding Plan: [Employee Name]

**Role:** [Title, Level - e.g., Senior Software Engineer, IC3]
**Department:** [Engineering, Product, Sales, etc.]
**Team:** [Specific team - e.g., Platform Team]
**Manager:** [Manager Name]
**Start Date:** [Date]
**Buddy:** [Assigned buddy - should be peer, strong performer, good cultural ambassador]

---

### Pre-Boarding (Week Before Start)

**Goal:** New hire feels welcomed and prepared

**Manager Actions:**
- [ ] Send welcome email (introduce yourself, express excitement)
- [ ] Ship equipment (laptop, monitor, accessories)
- [ ] Provision access (email, Slack, GitHub, tools)
- [ ] Set up desk/workspace (if in office)
- [ ] Assign buddy (brief them on responsibilities)
- [ ] Share Day 1 agenda (so they know what to expect)
- [ ] Add to team Slack channels
- [ ] Block calendar for Day 1 orientation and lunch

**IT Actions:**
- [ ] Ship laptop (arrives 2 days before start)
- [ ] Create accounts (email, Slack, GitHub, SSO)
- [ ] Add to necessary groups and permissions
- [ ] Prepare onboarding guide (tech setup instructions)

**HR Actions:**
- [ ] Complete I-9/employment verification
- [ ] Benefits enrollment (send links, schedule 1:1)
- [ ] Add to payroll
- [ ] Send welcome package (swag, handbook)
- [ ] Schedule 30-day check-in

---

### Day 1: Welcome & Orientation

**Time** | **Activity** | **Who** | **Goal**
---------|-------------|---------|----------
9:00 AM | Welcome breakfast/coffee | Manager | Personal connection, excitement
9:30 AM | IT setup & accounts | IT/Buddy | Get systems working
10:30 AM | Company orientation | HR/CEO | Mission, values, culture, history
12:00 PM | Team lunch | Team | Meet everyone, build rapport
1:30 PM | Product demo & walkthrough | PM or Product-minded engineer | Understand what we build
2:30 PM | Tools training | Buddy | Slack, GitHub, Jira, etc.
3:30 PM | First small task | Manager | Ship something day 1 (small win)
4:30 PM | Day 1 check-in | Manager | How was it? Questions? Feelings?

**First Task (Ship Something Day 1):**
- [Specific small task - e.g., "Fix a 'good first issue' bug and open PR"]
- **Why:** Psychological win, feel productive immediately
- **Buddy Support:** Pair on this if needed

**Day 1 Goals:**
- ✅ Set up and logged into all systems
- ✅ Met team and felt welcomed
- ✅ Understand company mission and what we build
- ✅ Shipped first small contribution (even if tiny)
- ✅ Excited to come back tomorrow

---

### Week 1: Foundations (Days 2-5)

**Goals:**
- Understand codebase/product/business
- Meet key people across company
- Build relationship with team and buddy
- Ship first meaningful contribution

**Daily Structure:**
- **9:00 AM:** Standup with team
- **9:30-12:00:** Learning time (docs, videos, pair programming)
- **12:00-1:00:** Lunch (with different people each day)
- **1:00-4:00:** Project work (starter project)
- **4:00-4:30:** Daily check-in with buddy
- **End of day:** Manager quick Slack check-in

**Learning Checklist (Week 1):**

**Technical (for Engineering):**
- [ ] Read architecture docs
- [ ] Set up local dev environment
- [ ] Run tests locally
- [ ] Deploy to staging
- [ ] Read past RFCs (understand decision-making)
- [ ] Shadow senior engineer on code review

**Product/Business:**
- [ ] Use our product as a customer would
- [ ] Read customer case studies
- [ ] Understand revenue model
- [ ] Learn about our competitors

**People to Meet (Week 1):**
- [ ] Direct teammates (1:1 coffee chats)
- [ ] Cross-functional partners (PM, Designer assigned to your team)
- [ ] Your manager (formal 30-min 1:1)
- [ ] Buddy (daily informal check-ins)

**Week 1 Project:**
[Specific starter project - e.g., "Add pagination to admin dashboard"]
- **Scope:** 2-3 days of work, shippable by Friday
- **Support:** Buddy reviews code, manager unblocks
- **Demo:** Present to team at Friday demo day

**Friday Week 1:**
- Demo your work to team (even if small)
- Week 1 retro with manager (what went well, what was confusing)
- Set goals for Week 2

---

### Days 8-30: Learn & Absorb

**Goal:** Deep understanding of company, role, and team

**Week 2 Focus: Codebase/Domain Expertise**
- [ ] Read all team documentation
- [ ] Pair program with 3 different teammates
- [ ] Attend all team ceremonies (sprint planning, retro, demos)
- [ ] Take on medium-sized project (1-2 weeks)
- [ ] Give feedback on onboarding docs (what was missing?)

**Week 3 Focus: Cross-Team Understanding**
- [ ] Shadow customer success (listen to customer calls)
- [ ] Attend product planning meeting
- [ ] Meet with Sales (understand how we sell)
- [ ] Present at eng all-hands (introduce yourself, share background)

**Week 4 Focus: Increasing Autonomy**
- [ ] Own a full feature or project end-to-end
- [ ] Lead a design review
- [ ] Start reviewing others' code
- [ ] Participate in on-call rotation (with backup)

**Relationships Building:**
- **Manager 1:1s:** Weekly (30 min)
- **Buddy Check-ins:** Weekly (30 min)
- **Skip-Level:** Not yet (wait until 60 days)
- **Peer 1:1s:** 2-3 coffee chats with teammates

**30-Day Check-In (with Manager):**

**Discussion Topics:**
- How's it going? (overall feeling)
- What's been great?
- What's been confusing or frustrating?
- Do you have what you need to succeed?
- Are you feeling welcomed by the team?
- What would make next 30 days better?

**Assessment (Manager):**
- Is new hire on track?
- Any concerns or red flags?
- What support do they need?

**Action Items from Check-In:**
- [ ] [Address any concerns raised]
- [ ] [Adjust onboarding if needed]
- [ ] [Set goals for Days 31-60]

---

### Days 31-60: Contribute

**Goal:** Deliver meaningful work independently

**Expectations:**
- Ship features that add real value
- Participate fully in team ceremonies
- Help others (junior engineers, new hires)
- Less hand-holding, more autonomy

**Projects (Days 31-60):**
- [Specific project 1 - e.g., "Build notification system for user alerts"]
  - Scope: 3-4 weeks
  - Ownership: You drive, manager supports
  - Impact: Used by customers

- [Specific project 2 - optional]
  - Scope: 1-2 weeks
  - Pair with another engineer

**Growth Opportunities:**
- [ ] Lead a project (coordinate with PM/Design)
- [ ] Present at demo day (showcase your work)
- [ ] Mentor next new hire (if one joins)
- [ ] Write an RFC or design doc
- [ ] Volunteer for something outside core work (recruiting, culture committee)

**60-Day Check-In (with Manager):**

**Discussion Topics:**
- Feeling fully ramped? Or still learning?
- What's your biggest accomplishment so far?
- What's been challenging?
- How's the team dynamic?
- Where do you want to focus next 30 days?
- Career aspirations (start career conversation)

**Assessment (Manager):**
- Contributing at hired level?
- Culture fit? (team, company)
- Any performance concerns?
- On track for successful 90-day review?

---

### Days 61-90: Own

**Goal:** Full productivity at hired level

**Expectations:**
- Operate independently
- Own outcomes (not just tasks)
- Mentor others
- Contribute to team culture and processes
- Fully ramped

**Projects (Days 61-90):**
- [Strategic project - e.g., "Performance optimization - reduce load time by 50%"]
  - Scope: 4 weeks
  - Full ownership
  - Cross-team impact

**Leadership Opportunities:**
- [ ] Lead a meeting or ceremony
- [ ] Onboard next new hire (be their buddy)
- [ ] Propose process improvement
- [ ] Speak at eng all-hands or write blog post

**90-Day Review (Formal Performance Check):**

**Manager Prepares:**
- Written feedback (strengths, areas for growth)
- Performance assessment (Meets/Exceeds expectations?)
- Career conversation (goals, growth path)

**Discussion (Manager + New Hire):**
- **Performance:** How are you doing? (specific examples)
- **Strengths:** What's going really well?
- **Growth Areas:** What to work on next?
- **Career:** Where do you want to go? (IC vs Manager, next level)
- **Feedback on Onboarding:** What worked? What didn't?

**Outcomes:**
- ✅ **Successful Ramp:** Meets expectations, fully productive
- ⚠️ **Needs Support:** Not quite there yet, create support plan
- ❌ **Not Working Out:** Rare, but address performance issues

**Next Steps:**
- Set goals for next 90 days
- Create development plan (if career discussion happened)
- Transition to normal review cadence (quarterly or bi-annual)

---

### Ongoing Support (Beyond 90 Days)

**Manager:**
- Weekly 1:1s continue
- Quarterly career conversations
- Annual performance reviews

**Buddy:**
- Check in monthly for first year
- Available for questions anytime
- Friendship/mentor relationship continues

**Continuous Learning:**
- Internal training programs
- Conference budget
- Book budget
- Mentorship matching

---

### Success Metrics

**How do we know onboarding worked?**

**30 Days:**
- New hire feels welcomed and excited
- Has shipped meaningful work
- Knows who to ask for help

**60 Days:**
- Contributing at hired level
- Feels like part of the team
- Understands company and product deeply

**90 Days:**
- Fully productive (no more "new hire" label)
- Meets performance expectations
- Engaged and committed to company

**1 Year:**
- Still here (retention!)
- High performer
- Positive about experience ("I'd recommend this company")

---

### Manager Checklist

**Pre-Boarding:**
- [ ] Welcome email sent
- [ ] Equipment ordered
- [ ] Accounts provisioned
- [ ] Buddy assigned and briefed
- [ ] Day 1 agenda created
- [ ] First project identified

**Day 1:**
- [ ] Personal welcome (coffee/breakfast)
- [ ] Day 1 check-in (end of day)
- [ ] Team intro facilitated

**Week 1:**
- [ ] Daily Slack check-ins
- [ ] Friday Week 1 retro
- [ ] First 1:1 scheduled

**First 30 Days:**
- [ ] Weekly 1:1s
- [ ] 30-day formal check-in
- [ ] Support and unblock as needed

**Days 31-60:**
- [ ] Weekly 1:1s
- [ ] 60-day check-in
- [ ] Increase autonomy and ownership

**Days 61-90:**
- [ ] Weekly 1:1s
- [ ] 90-day formal review
- [ ] Career conversation

**Ongoing:**
- [ ] Continue 1:1s
- [ ] Monitor performance
- [ ] Support growth and development

Reusable Onboarding Program (Template)

Input Needed:

  • Role/level (e.g., Senior Engineer IC3)
  • OR Department (e.g., Engineering)
  • Company context

Output Format:

## Onboarding Program: [Role/Department]

**Program Name:** [e.g., "Senior Software Engineer Onboarding Program"]
**Applies To:** [All Senior Engineers (IC3) joining Engineering]
**Last Updated:** [Date]
**Owner:** [Engineering Manager or Head of Eng]

---

### Program Overview

**Purpose:**
This program ensures every Senior Engineer (IC3) joining our team has a consistent, high-quality onboarding experience that gets them productive quickly while building strong relationships and cultural alignment.

**Goals:**
- **30 Days:** Understand company, codebase, and team. Ship meaningful work.
- **60 Days:** Contributing at senior level. Mentoring others.
- **90 Days:** Full productivity. Leading projects.

**Success Metrics:**
- 90% of new hires "very satisfied" with onboarding (survey)
- Average time-to-first-commit: <3 days
- Average time-to-full-productivity: <60 days
- 1-year retention: >90%

---

### Pre-Boarding Template

**2 Weeks Before Start Date:**

**Manager Actions:**
- [ ] Send welcome email (use template: "Welcome to [Company]")
- [ ] Order equipment (laptop, monitor, keyboard, headphones)
- [ ] Provision accounts (IT ticket with access list)
- [ ] Assign buddy (peer Senior Engineer, great cultural fit)
- [ ] Brief buddy on responsibilities
- [ ] Identify first project (2-3 day starter project)

**IT Checklist:**
- [ ] Provision email ([name]@company.com)
- [ ] Add to Slack
- [ ] Add to GitHub org
- [ ] Add to Jira
- [ ] Add to 1Password team
- [ ] Set up VPN access
- [ ] Add to eng calendar invites

**HR Checklist:**
- [ ] I-9 verification scheduled
- [ ] Benefits enrollment sent
- [ ] Welcome package shipped (hoodie, notebook, stickers)
- [ ] Handbook link shared
- [ ] 30-day check-in calendared

---

### Universal Day 1 Agenda (All Senior Engineers)

| Time | Activity | Owner | Location |
|------|----------|-------|----------|
| 9:00 AM | Welcome coffee | Manager | [Office/Zoom] |
| 9:30 AM | IT setup | Buddy | Desk/Zoom |
| 10:30 AM | Company All-Hands (recorded if not today) | CEO | Conference room |
| 11:30 AM | Engineering overview | VP Eng or Director | Eng team room |
| 12:30 PM | Team lunch | Full team | [Local spot / Doordash] |
| 2:00 PM | Product demo | PM | Meeting room |
| 3:00 PM | Codebase walkthrough | Buddy | Pair programming |
| 4:00 PM | First task assignment | Manager | 1:1 |
| 4:30 PM | Day 1 check-in | Manager | 1:1 |

**Day 1 Starter Task (All Senior Engineers):**
- Fix a "good first issue" bug OR
- Add test coverage to an existing feature OR
- Improve documentation

**Goal:** Ship a small PR on Day 1

---

### Week 1 Program

**Learning Modules (All Senior Engineers):**

**Technical:**
- [ ] Read: Architecture overview doc
- [ ] Read: Engineering values and practices
- [ ] Watch: Last 3 eng all-hands recordings
- [ ] Complete: Local dev setup guide
- [ ] Run: Full test suite locally
- [ ] Deploy: To staging environment
- [ ] Review: 5 recent PRs (understand code quality bar)

**Product/Business:**
- [ ] Use product as customer (sign up, core flows)
- [ ] Read: Product strategy doc
- [ ] Read: Last quarter's board deck (understand business)
- [ ] Shadow: Customer success call (hear customer voice)

**People:**
- [ ] Meet: All eng teammates (5-min coffee chats)
- [ ] Meet: Assigned PM and Designer
- [ ] Meet: Your manager (30-min 1:1)
- [ ] Daily: Buddy check-ins

**Week 1 Project (All Senior Engineers):**
- [Template project - e.g., "Add feature flag system to existing feature"]
- Scope: 2-3 days
- Mentorship: Buddy reviews, manager approves
- Demo: Friday eng demo

---

### 30/60/90 Day Milestones (Senior Engineer)

**30-Day Milestones:**
- ✅ Shipped 2-3 features or fixes
- ✅ Understands codebase and architecture
- ✅ Participating in code reviews
- ✅ Comfortable with team ceremonies
- ✅ Built relationships with team

**30-Day Check-In Questions:**
- How's it going overall?
- What's been great?
- What's been confusing?
- Do you have what you need?
- What would make next 30 days better?

---

**60-Day Milestones:**
- ✅ Shipped meaningful feature (customer-facing)
- ✅ Led a design review
- ✅ Mentoring junior engineers
- ✅ Contributing to team culture
- ✅ Operating with autonomy

**60-Day Check-In Questions:**
- Feeling fully ramped?
- What's your biggest win so far?
- Where do you want to grow?
- How's the team?
- Career goals discussion

---

**90-Day Milestones:**
- ✅ Full productivity at senior level
- ✅ Leading projects end-to-end
- ✅ Influencing technical decisions
- ✅ Mentoring others
- ✅ Strong cultural fit

**90-Day Review:**
- Formal performance assessment
- Strengths and growth areas
- Career path conversation
- Feedback on onboarding program

---

### Buddy System (Senior Engineer Program)

**Buddy Selection Criteria:**
- Peer level (another Senior Engineer)
- Strong performer
- Good communicator
- Cultural ambassador
- Tenure: 1+ year at company

**Buddy Responsibilities:**

**Week 1:**
- Daily check-ins (15-30 min)
- Pair on first project
- Answer questions
- Facilitate introductions

**Weeks 2-4:**
- Weekly check-ins (30 min)
- Code review partnership
- Be available for questions

**Months 2-3:**
- Bi-weekly check-ins
- Continue mentorship

**Beyond 90 Days:**
- Friendship and informal mentorship continues

**Buddy Training:**
- 30-min training session before new hire starts
- Covers responsibilities and best practices
- Buddy handbook provided

---

### Manager Training (For Managing New Senior Engineers)

**Manager Responsibilities:**

**Pre-Boarding:**
- Set up for success (equipment, access, first project)
- Personal welcome email

**Week 1:**
- Daily Slack check-ins (quick "how's it going?")
- Friday Week 1 retro (what went well, what was confusing)

**First 30 Days:**
- Weekly 1:1s (30 min)
- 30-day formal check-in (60 min)
- Unblock and support

**Days 31-90:**
- Continue weekly 1:1s
- 60-day check-in (45 min)
- 90-day formal review (60 min)

**Manager Pitfalls to Avoid:**
- ❌ Dumping too much on them Day 1
- ❌ Not making time for check-ins
- ❌ Assuming they'll "figure it out" (even seniors need support)
- ❌ Skipping 30/60/90 check-ins
- ❌ Not addressing concerns early

---

### Program Measurement & Iteration

**Track:**
- New hire satisfaction survey (30/60/90 days)
- Time to first commit (goal: <3 days)
- Time to full productivity (goal: <60 days)
- 90-day performance rating (% Meets or Exceeds)
- 1-year retention rate (goal: >90%)

**Quarterly Review:**
- Aggregate feedback from new hires
- Identify gaps in program
- Update templates and docs
- Train managers and buddies

**Continuous Improvement:**
- Ask every new hire: "What would you improve about onboarding?"
- Implement best ideas
- Share learnings across company

---

### Templates & Resources

**Included:**
- Welcome email template
- Day 1 agenda template
- Week 1 learning checklist
- 30/60/90 check-in guides
- Buddy handbook
- Manager onboarding guide
- New hire survey

**Where to Find:**
- [Link to internal wiki/Notion/Google Drive]

Best Practices

Great Onboarding:

  • ✅ Starts before Day 1 (pre-boarding)
  • ✅ Ship something Day 1 (psychological win)
  • ✅ Clear structure (know what to expect)
  • ✅ Buddy system (peer support)
  • ✅ Regular check-ins (catch issues early)
  • ✅ Mix of learning and doing (not just docs)
  • ✅ Build relationships (not just tasks)
  • ✅ Feedback loop (improve the program)

Poor Onboarding:

  • ❌ No plan ("just shadow people")
  • ❌ Overwhelming ("here's 100 docs to read")
  • ❌ Left alone ("figure it out yourself")
  • ❌ No check-ins (don't catch problems)
  • ❌ All learning, no doing (boredom)
  • ❌ No relationships (feel isolated)

Output Formatting

Use markdown:

  • Tables for schedules and checklists
  • Clear section headers
  • Checkboxes for action items
  • Bold for key milestones
  • Specific and actionable (not vague)