Internal Onboarding
New team member orientation and training
Overview
Onboarding processes for new SBK team members including consultants, delivery staff, and administrative roles.
Onboarding Timeline
Week 1: Orientation
| Day |
Focus |
Key Activities |
| 1 |
Welcome |
Systems setup, tool access, team introductions |
| 2 |
Company |
Mission, values, brand voice, positioning |
| 3 |
Services |
Service pillars, delivery methodology |
| 4 |
Operations |
Systems, processes, documentation |
| 5 |
Shadowing |
Client call observation, delivery shadowing |
Week 2-4: Training
| Week |
Focus |
Outcome |
| 2 |
Technical depth |
Service-specific expertise |
| 3 |
Client interaction |
Communication standards |
| 4 |
Solo delivery |
First independent work |
Month 2-3: Ramp
| Focus |
Milestone |
| Client assignments |
Lead role on appropriate scope |
| Mentorship |
Regular 1:1 with senior team |
| Feedback |
30/60/90 day reviews |
Role-Specific Tracks
Consultant Track
- Technical certification requirements
- Client delivery shadowing
- Methodology training
- Quality standards
Sales Track
- Service and pricing training
- CRM and tools training
- Shadowing discovery calls
- Role-play qualification
Operations Track
- Systems administration
- Process documentation
- Client support protocols
- Reporting and analytics
Required Reading