CHECKLIST: Supervisor's Preparation for Employees' First Year Milestones (OnBoarding of New Staff)

Summary: Important milestones with your employee will occur at 6 months, 9 months, and during the twelfth month of their first year. These will include performance reviews, training, feedback, and goal setting.

Topic Detail
At six months
  • Meet with employee to review performance to date to:
    • Ensure a clear understanding of your expectations and
    • how well those are being met
    • Conduct a written performance evaluation
  • Elicit and answer any questions / concerns.
  • Discuss training as:
    • Completed
    • Planned for future training
    • Schedule in-house training opportunities
  • Enable subscription to publications and associations (if applicable) for continued learning
  • Attend conferences for their area of specialty.
  • On-going meetings with key individuals
At nine months
  • Conduct on-going performance discussions and elicit and answer any questions/concerns
  • Obtain feedback on training they’ve attended
  • If employee needs improvement in any aspect of his/her performance, identify a development plan, review with your HR Consultant, then discuss it with your employee
  • Schedule training or other development programs as discussed
During the twelfth month
  • Completion of written annual performance review with the employee
  • Discuss upcoming goals and initiatives
  • Follow-up on mentorship program
  • Discussion of employee’s career goals and other training or development opportunities
  • Discuss how well the employee has performed during last 12 months.
  • Ask for suggestions that would assist or improve operations involving the position/department


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