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Small Business Onboarding & Training SOPs
From pre-arrival preparation to continuous improvement, we've got you covered.
Pre-Arrival Preparation
Documentation Checklist
  • Offer letter
  • Employment contract
  • Tax forms (W-4, I-9)
  • Benefits enrollment forms
  • Employee handbook
  • NDA/confidentiality agreements
  • Direct deposit forms
Workspace Setup
  • Computer/equipment
  • Email account
  • Software access
  • Phone/extension
  • Security access
  • Business cards
  • Basic supplies
Team Communication
  • Inform team of new hire
  • Schedule team lunch
  • Assign mentor/buddy
  • Update org chart
  • Set up introduction meetings
First Day Procedures
1
9:00 AM - Welcome and Workspace Tour
Greet the new employee and show them around the office.
2
9:30 AM - HR Paperwork Completion
Assist with necessary forms and documentation.
3
10:30 AM - Team Introductions
Introduce the new hire to their colleagues.
4
11:00 AM - IT Setup and Systems Overview
Ensure all technology is working and provide basic training.
5
12:00 PM - Team Lunch
Foster team bonding over a welcoming meal.
First Week Training Plan
1
Day 2: Company Basics
Cover company history, culture, products/services, customer base, and industry position. Provide basic systems training.
2
Day 3: Role-Specific Training
Focus on core responsibilities, daily workflows, key tools, performance expectations, and common challenges.
3
Day 4: Process Training
Teach standard procedures, quality standards, communication protocols, reporting requirements, and safety procedures.
4
Day 5: Integration Activities
Shadow experienced employee, practice key tasks, meet stakeholders, review week's learnings, and set 30-day goals.
30-Day Development Plan
1
Week 2 Focus
Core skills development, process documentation, initial project assignment, regular check-ins, progress assessment.
2
Week 3 Focus
Advanced training, independent work starting, team collaboration, customer interaction, feedback collection.
3
Week 4 Focus
Performance review, goal setting, gap analysis, training adjustment, success planning.
Training Methods
One-on-One Training
  • Direct instruction
  • Skill demonstration
  • Practice sessions
  • Feedback loops
Group Training
  • Team workshops
  • Role-playing exercises
  • Case studies
  • Group discussions
Self-Paced Learning
  • Online courses
  • Training videos
  • Reading materials
  • Practice exercises
Documentation Requirements
Training Records
  • Completion dates
  • Assessment scores
  • Certifications earned
  • Skills acquired
  • Progress notes
Performance Records
  • Weekly summaries
  • Project completion
  • Quality metrics
  • Feedback received
  • Areas for improvement
Role-Specific Training Modules
Sales Team
  • Product Knowledge
  • Sales Process
  • CRM Usage
  • Negotiation Skills
  • Customer Service
Operations Team
  • Safety Procedures
  • Equipment Operation
  • Quality Control
  • Inventory Management
  • Process Optimization
Administrative Team
  • Systems Access
  • File Management
  • Communication Protocols
  • Vendor Management
  • Office Procedures
Success Metrics
1
30-Day Goals
Complete core training, understand processes, build team relationships, handle basic tasks, show improvement.
2
60-Day Goals
Work independently, manage projects, contribute to team, meet quality standards, show initiative.
3
90-Day Goals
Full productivity, process mastery, team integration, quality excellence, value addition.
Integration Tools
Communication Platforms
  • Email protocols
  • Chat systems
  • Video conferencing
  • Phone systems
  • Document sharing
Project Management
  • Task tracking
  • Timeline management
  • Collaboration tools
  • Resource allocation
  • Progress reporting
Knowledge Management
  • Document repository
  • Process wikis
  • Training materials
  • Best practices
  • FAQs
Emergency Procedures
Health & Safety
  • Emergency contacts
  • First aid locations
  • Evacuation routes
  • Incident reporting
  • Safety protocols
IT & Security
  • Password recovery
  • System outages
  • Data backup
  • Security breaches
  • Support contacts
Continuous Improvement
Feedback Collection
  • Employee surveys
  • Manager input
  • Peer reviews
  • Process assessment
  • Program updates
Program Updates
  • Quarterly review
  • Content updates
  • Process refinement
  • Tool evaluation
  • Resource adjustment
Assessment & Feedback
Performance Coaching Template
Focuses on what matters most — consistent tracking, accountability, and visibility. Download here