New Employee Onboarding

Help DoughMain Financial Literacy Foundation design an effective onboarding program for the organization including an employee onboarding checklist and recommendations for best practices.
DoughMain Financial Literacy Foundation
Princeton, NJ, USA
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DoughMain Financial Literacy Foundation
Princeton, NJ, USA

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Posted March 21st

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Project details

What we need
  • A written document that identifies the Organization's timeline, onboarding goals, recommended responsibilities and support for new hire success:
  • An onboarding checklist and timeline template that can be completed by the Organization for each new hire
  • A suggested checklist and template outlining onboarding methods the Organization should pursue to meet its goals (human resources and information technology materials, department presentations, mentor assignment, skill sharing, etc.)
  • Recommendations on how to delegate onboarding responsibilities within the Organization or department, if applicable
  • A short plan for communicating with the new hire prior to their first day of work
What we have in place
  • We currently have job descriptions, volunteer resources, and department heads, which should make it easy for you to get started. We also have a structured work environment with clear departments, and the ability to provide any other information you need.
How this will help
This project will save us $8,686 , allowing us to allocate our funding in the most productive ways possible.

With a formal training plan, the transition between old and new teams of interns will occur more smoothly. This will give interns more direction, engage interns in their work, and create a stronger sense of organizational culture based on the common goal of promoting financial literacy.

Project plan

P
Prep: Information Gathering & Goal Setting
  • Volunteer Manager shares current new hire onboarding activities and materials
  • Volunteer Manager shares information about the structure of the Organization and department, and who new hires should meet and interact with
  • Professional and Volunteer Manager brainstorm onboarding goals and objectives, timelines, and parts of company culture that should be incorporated
1
Milestone 1: Assessment & Program Design
  • Professional communicates with Volunteer Manager and other stakeholders to conduct review of existing processes and training materials
  • Volunteer Manager gathers training materials and writes instructions where appropriate for different parts of onboarding, sharing with the Professional
2
Milestone 2: Draft Deliverable
  • Professional drafts full Onboarding Program with guidelines and recommendations
  • Draft will be based on key organization milestones and goals (ie. 30-60-90 day goals) and survey for gathering feedback on a participatory program and measuring onboarding program success
  • Professional drafts full Onboarding Program with guidelines and recommendations
  • Volunteer Manager reviews and provides feedback to the Professional
3
Milestone 3: Final Deliverable
  • Professional delivers final Onboarding Plan to Volunteer Manager
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About the org

DoughMain Financial Literacy Foundation
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Our mission

To Prepare Students for a Lifetime of Financial Responsibility

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