Onboarding Frameworks

The following work samples have been adapted and redacted from projects I led at various companies. Proprietary details have been removed and content is shared for illustrative purposes only.

Successful onboarding is not about paperwork, it is about setting teams up for success from day one. I built trackers that monitored onboarding progress and assignments across a large team, ensuring consistency and accountability. This structure gave new team members clarity and leadership confidence that no steps were missed.

Beyond tracking, I documented the onboarding process in detailed SOPs. These SOPs covered step-by-step guidance, from access requests to training flows. By doing so, I turned onboarding into a repeatable, reliable process. Together, the tracker and SOP demonstrate how I design onboarding experiences that are both practical and scalable.

A strong onboarding framework is reinforced by clear documentation. I authored SOPs that laid out step-by-step guidance for consultants, giving new team members a reliable reference from day one. By pairing these SOPs with trackers and kickoff sessions, I ensured onboarding was not only efficient but also sustainable as the team scaled.