Virtual Onboarding Workbook

Author(s): Jennifer Waxman , William Howard , Camille Galindez , Talia Speigel

Record key decisions throughout the development of the virtual approach to onboarding. Use the Virtual Onboarding Workbook to:

  • Document current onboarding activities and anticipated challenges to providing a virtual option for each one
  • Designate each activity as critical or non-critical
  • Record the solution for the challenges identified
  • Map out virtual onboarding activities into swim lanes that designate stakeholder responsibilities.

Use this tool to develop a virtual onboarding process based on the current onboarding program.