Onboarding Checklist
Onboarding Checklist
The first 90 days with a new member set the tone for their entire tenure. This checklist ensures smooth integration and long-term success.
Why Onboarding Matters
Good Onboarding:
- New member feels welcome and valued
- Expectations are clear from day one
- Integration happens smoothly
- Chemistry develops quickly
- Long-term success is likely
Poor Onboarding:
- New member feels lost or unwelcome
- Confusion about expectations
- Awkward integration
- Chemistry struggles
- Higher turnover risk
Onboarding Timeline
Before Day One
- Complete all pre-start tasks
- Prepare materials and information
- Communicate with new member
- Prepare existing members
Week One
- Welcome and introductions
- Share essential information
- First rehearsal
- Set expectations
Month One
- Regular check-ins
- Skill development
- Relationship building
- First performance (if ready)
Month Two
- Deeper integration
- Increased responsibility
- Feedback exchange
- Address any issues
Month Three
- Full integration
- 90-day review
- Long-term planning
- Celebrate success
Pre-Start Checklist
Administrative Tasks
- Sign Band Agreement
- Review together
- Answer questions
- Get signatures
- Provide copy
- Collect Contact Information
- Phone number
- Email address
- Emergency contact
- Preferred communication method
- Add to Communication Channels
- Group chat
- Email list
- Shared calendar
- File sharing
- Share Essential Documents
- Band agreement
- Song list/setlist
- Rehearsal schedule
- Upcoming show dates
- Band policies
Musical Preparation
- Provide Learning Materials
- Song list with priorities
- Recordings (studio or live)
- Charts/tabs if available
- Setlist for upcoming shows
- Set Learning Expectations
- Which songs to learn first
- Timeline for learning
- How prepared to be for first rehearsal
- Resources available
- Share Musical References
- How we play each song
- Style and approach
- Arrangement notes
- Any specific parts or fills
Logistical Information
- Rehearsal Details
- Location and directions
- Day and time
- Duration
- What to bring
- Venue/Show Information
- Upcoming show dates
- Load-in times
- What to expect
- Dress code if any
- Financial Information
- How expenses are split
- Payment schedule for gigs
- What costs to expect
- Reimbursement process
Cultural Integration
- Share Band History
- How the band started
- Previous members
- Major milestones
- Inside jokes or traditions
- Explain Band Culture
- Core values
- How we communicate
- How we make decisions
- What we celebrate
- Set Tone
- Welcome message
- Express excitement
- Offer support
- Encourage questions
Week One Checklist
First Rehearsal
- Warm Welcome
- Greet enthusiastically
- Make introductions
- Show them around
- Help them set up
- Set Expectations for Session
- What we'll work on
- How long we'll go
- Break schedule
- Goals for today
- Start Easy
- Warm-up together
- Play familiar songs
- Build confidence
- Keep it positive
- Provide Feedback
- What's working well
- Gentle suggestions
- Encourage questions
- Offer support
- End on High Note
- Celebrate what went well
- Thank them for joining
- Confirm next rehearsal
- Send follow-up message
Information Sharing
- Band Logistics
- Rehearsal schedule and location
- Show schedule
- Communication norms
- Decision-making process
- Musical Information
- Song priorities
- Arrangement details
- Performance expectations
- Creative process
- Roles and Responsibilities
- Who does what
- Their specific role
- How to contribute
- Who to ask for what
- Policies and Expectations
- Attendance policy
- Communication expectations
- Financial arrangements
- Conflict resolution process
Relationship Building
- One-on-One Time
- Leader meets with new member
- Get to know them personally
- Answer questions
- Build rapport
- Social Connection
- Hang out after rehearsal
- Grab food or drinks
- Informal conversation
- Build chemistry
- Include in Decisions
- Ask their opinion
- Value their input
- Make them feel part of team
- Don't exclude from discussions
Month One Checklist
Regular Check-Ins
- Weekly Check-In Conversations
- How are they feeling?
- Any questions or concerns?
- What's going well?
- What's challenging?
- Provide Ongoing Feedback
- Specific positive feedback
- Constructive suggestions
- Encouragement
- Support
- Ask for Their Feedback
- How's onboarding going?
- What could be better?
- What do they need?
- Any surprises?
Skill Development
- Song Learning Progress
- Check progress on priority songs
- Provide additional resources
- Practice together if needed
- Celebrate progress
- Performance Preparation
- If show coming up, extra prep
- Discuss stage setup
- Review performance expectations
- Build confidence
- Band-Specific Skills
- How we communicate on stage
- Our specific style/approach
- Any unique aspects
- Tips and tricks
Integration Activities
- Include in All Activities
- Rehearsals
- Shows
- Social events
- Decision-making
- Introduce to Extended Network
- Other bands you know
- Venue contacts
- Fans/supporters
- Industry connections
- Share Responsibilities
- Give them tasks
- Include in planning
- Value their contributions
- Build ownership
First Performance (If Applicable)
- Pre-Show Preparation
- Extra rehearsal if needed
- Discuss logistics
- Address nerves
- Build confidence
- Day-of Support
- Arrive together if possible
- Help with setup
- Check in before show
- Encourage and support
- Post-Show Debrief
- Celebrate success
- Discuss what went well
- Gentle feedback if needed
- Thank them
Month Two Checklist
Deeper Integration
- Increase Responsibility
- Give them more ownership
- Include in planning
- Ask for their ideas
- Trust them more
- Creative Involvement
- Include in song selection
- Ask for arrangement ideas
- Value their creativity
- Collaborate on new material
- Leadership Opportunities
- Let them lead warm-up
- Run part of rehearsal
- Make some decisions
- Develop their skills
Feedback Exchange
- Provide Detailed Feedback
- Specific strengths
- Areas for development
- Progress made
- Continued support
- Request Their Feedback
- On band processes
- On other members
- On leadership
- On their experience
- Address Any Issues
- Don't let problems fester
- Have direct conversations
- Problem-solve together
- Adjust as needed
Relationship Deepening
- Build Individual Relationships
- Each member spends time with them
- Get to know them personally
- Build trust
- Develop chemistry
- Include in Social Activities
- Band hangouts
- Celebrations
- Informal gatherings
- Build friendships
- Share More History
- Band stories
- Previous experiences
- Lessons learned
- Inside jokes
Month Three Checklist
Full Integration
- Treat as Full Member
- Equal voice in decisions
- Full responsibilities
- Complete trust
- No longer "new"
- Remove Training Wheels
- Stop checking in constantly
- Trust their preparation
- Let them own their role
- Normalize the relationship
- Include in Long-Term Planning
- Future goals
- Big decisions
- Strategic planning
- Vision discussions
90-Day Review
- Schedule Review Meeting
- Private conversation
- Adequate time
- Comfortable setting
- Positive tone
- Discuss Progress
- What's gone well
- Growth and development
- Contributions made
- Challenges overcome
- Provide Comprehensive Feedback
- Strengths and contributions
- Areas for continued growth
- Impact on band
- Appreciation
- Get Their Feedback
- Their experience
- What's worked well
- What could be better
- Their commitment level
- Discuss Future
- Long-term fit
- Goals and aspirations
- How to continue growing
- Mutual commitment
Celebration
- Acknowledge Milestone
- Celebrate 90 days
- Recognize their contributions
- Thank them
- Welcome them fully
- Share with Band
- Acknowledge in group
- Celebrate together
- Reinforce their place
- Build team spirit
Onboarding Best Practices
1. Over-Communicate
Why: New members don't know what they don't know
How:
- Share information proactively
- Encourage questions
- Repeat important things
- Check understanding
2. Check In Frequently
Why: Catch issues early, show you care
How:
- Weekly check-ins first month
- Bi-weekly second month
- Monthly third month
- Always available for questions
3. Be Patient
Why: Learning takes time, chemistry develops gradually
How:
- Don't expect perfection immediately
- Allow time to learn
- Support their development
- Celebrate progress
4. Include Intentionally
Why: Easy to accidentally exclude new person
How:
- Actively include in conversations
- Explain inside jokes
- Invite to everything
- Make them feel part of team
5. Provide Clear Feedback
Why: They want to know how they're doing
How:
- Specific positive feedback
- Constructive suggestions
- Regular check-ins
- Honest communication
Common Onboarding Mistakes
Mistake 1: Assuming They Know
Problem: New member confused about expectations
Solution: Over-communicate everything
Mistake 2: Throwing Them in Deep End
Problem: Overwhelming and discouraging
Solution: Gradual increase in responsibility
Mistake 3: Not Checking In
Problem: Issues go unaddressed
Solution: Regular check-in conversations
Mistake 4: Excluding Unintentionally
Problem: New member feels like outsider
Solution: Actively include in everything
Mistake 5: No Feedback
Problem: They don't know how they're doing
Solution: Regular, specific feedback
Key Takeaways
- First 90 days are critical - Set the tone for entire tenure
- Over-communicate - Share information proactively
- Check in frequently - Catch issues early
- Be patient - Learning and integration take time
- Include intentionally - Easy to accidentally exclude
- Provide feedback - They want to know how they're doing
- Celebrate milestones - Acknowledge progress and success
Good onboarding creates long-term success. Use this checklist to ensure your new member feels welcome, prepared, and set up to thrive.
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