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Team onboarding: a first-week check-in template

A welcome meeting is more useful when it surfaces what a new colleague actually needs. This session asks about their role, preferred way to learn a tool, clarity of priorities, missing information and useful conversations. It is a discussion guide for the first week, not a test of company knowledge.

Time including discussion:
15–20 min
For:
New colleagues, team leads and onboarding buddies

English template · 5 questions

Use this template

Make your own copy and edit it. Sign in or create an account to open it in the editor.

Question 1 of 5

How would you describe your role to the team in one sentence?

Participants contribute their own words during the live session.

What you can leave with

A short list of practical follow-ups: an access to grant, a person to meet or a priority to clarify.

All questions in this template

Read the prompts now. Open a question to see its choices; the editor lets you adapt the wording and order.

  1. 1. How would you describe your role to the team in one sentence?

    Participants contribute their own words during the live session.

  2. 2. What helps you most when learning a new tool?
    • A live demonstration
    • A step-by-step guide
    • Trying it with a colleague
    • Exploring at my own pace
  3. 3. How clear are your first-week priorities?

    1 · Unclear — 5 · Very clear

  4. 4. What information or access do you still need to get started comfortably?

    Participants contribute their own words during the live session.

  5. 5. What specific conversation with a colleague would help most this week?

    Participants contribute their own words during the live session.

How to run this activity

  1. 1

    Adapt the context

    Replace generic references with the team’s tools and current project. Review the questions with the person supporting the new colleague.

  2. 2

    Start with the role

    Invite the new colleague to describe their role in their own words. Use this to clarify expectations and introduce the people they will work with.

  3. 3

    Explore support needs

    Discuss learning preferences and the scale about the clarity of priorities without treating them as performance measures. Ask which example, demonstration or document would help next.

  4. 4

    Assign concrete follow-ups

    For each missing access or open question, agree who will help and when to check back. End by arranging the most useful conversation for the coming days.

Make this activity yours

Keep what fits, rewrite what does not and set the pace for your group.

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