What was once a bulleted to-do list in a google doc has now become a feature-rich, highly personalizeable interactive checklist. Over the course of 2 years our team exploded from 2 researchers and a product designer to 6 researchers, 16 designers, and me. Now don't get me wrong, the onboaridng to-do list google doc my team gave me was great, but I knew we could take it to the next level. It was critical to me that we had a strong first impression with new teammates from day 1. I wanted the onboarding doc to help convey parts of our team culture, like always taking care of each other, and giving great attention to detail.
Onboarding doc features:
A master-checklist for new UXers: everything from filling out tax forms, compliance trainings, to pro tips for optimizing their tools and workstations, who they should meet (and in what order), and reviewing recent user research.
A workflow specifically for the new teammate's manager, buddy, and design ops partner (that's me) for quick and efficient personalization of the document for the new teammate.
A new-teammate workflow that guides them through their 86 checklist items at a steady pace, grouping and ordering items by importance and timeliness.
30/60/90 day milestones for new teammates to reflect on and discuss in 1-1s with their manager.
