onboarding-guide

入职指南

通过明确的里程碑、有序的资源和可衡量的成果，创建结构化的入职计划，加快新员工提升工作效率的速度。

何时使用此技能

• 设计公司入职流程
• 创建针对特定岗位的计划
• 制定入职清单
• 衡量入职成效
• 缩短达到工作效率的时间

方法论基础

基于 Gallup Q12 员工敬业度研究 和 BambooHR 入职研究，结合：

• 30-60-90 天框架
• 基于里程碑的进展
• 重视融入团队
• 可衡量的能力门槛

Claude 负责什么，以及由你决定什么

Claude 负责	由你决定
规划入职阶段	时间安排的灵活性
创建里程碑清单	资源可用性
推荐活动	指定伙伴
确定成功指标	绩效标准
起草欢迎材料	文化元素

说明

步骤 1：确定入职目标

核心目标：

目标	衡量方式	目标值
工作效率	首次做出贡献所需时间	30 天
敬业度	脉搏调查得分	4+/5
留任率	90 天留任率	95%+
文化融入	经理满意度	4+/5
合规性	培训完成率	100%

步骤 2：设计阶段结构

30-60-90 天框架：

阶段	天数	重点	成果
吸收	1-30	学习、观察、建立联系	了解岗位
适应	31-60	应用、贡献、提问	开始做出贡献
加速	61-90	负责、改进、带头	完全胜任工作

步骤 3：创建里程碑清单

清单类别：

1. 行政事务准备
2. 工具和系统
3. 人员和关系
4. 岗位专项培训
5. 文化融入

步骤 4：构建资源库

资源分类：

类别	内容
公司	愿景、价值观、组织架构图
岗位	职位描述、期望、成功标准
工具	系统访问权限、教程
人员	团队成员简介、利益相关者关系图
文化	规范、惯例、沟通方式

步骤 5：衡量成效

检查点评估：

天数	评估	负责人
7	首周回顾	经理
14	伙伴反馈	伙伴
30	30 天评估	经理
60	进展评估	经理
90	绩效评估	经理 + HR

示例

示例 1：完整的 30-60-90 天入职计划

输入：

Create onboarding plan for:
- Role: Marketing Manager
- Team: 3 marketers, reports to VP Marketing
- Key tools: HubSpot, Google Analytics, Figma
- First project: Q2 campaign planning

输出：

## 30-60-90 Onboarding Plan: Marketing Manager

### Role Overview

| Element | Detail |
|---------|--------|
| Title | Marketing Manager |
| Reports To | VP Marketing |
| Team | 3 direct reports |
| Start Date | [Date] |
| Buddy | [Senior Marketing Manager] |

---

## Pre-Start Checklist (Before Day 1)

**IT/Admin:**
- [ ] Email account created
- [ ] Laptop ordered and configured
- [ ] Building access/badge
- [ ] HubSpot seat provisioned
- [ ] Google Analytics access
- [ ] Figma seat added
- [ ] Slack workspace invite

**Manager Prep:**
- [ ] First week calendar blocked
- [ ] Buddy assigned and briefed
- [ ] Welcome message drafted
- [ ] Desk/workspace ready
- [ ] Team notified of start date

---

## Phase 1: ABSORB (Days 1-30)

### Goal
Understand the company, team, and role fundamentals

### Week 1: Orientation

**Day 1 - Welcome**
| Time | Activity | Owner |
|------|----------|-------|
| 9:00 | Welcome from manager | VP Marketing |
| 9:30 | IT setup and security training | IT |
| 10:30 | Office tour | Buddy |
| 11:00 | HR paperwork and benefits | HR |
| 12:00 | Team lunch | Team |
| 1:30 | Company overview presentation | VP Marketing |
| 3:00 | Tool access verification | Self |
| 4:00 | First 1:1 with manager | VP Marketing |

**Day 2-3 - Company Deep Dive**
- [ ] Complete company history module
- [ ] Review brand guidelines
- [ ] Read last 2 quarterly reports
- [ ] Watch CEO all-hands recording
- [ ] Review competitor landscape doc

**Day 4-5 - Marketing Team Orientation**
- [ ] 1:1 with each team member (3 × 30 min)
- [ ] Review team OKRs and metrics
- [ ] Understand current campaigns
- [ ] Access marketing dashboards
- [ ] Review content calendar

### Week 2: Systems and Stakeholders

**Tools Training:**
- [ ] HubSpot certification (8 hours)
- [ ] Google Analytics walkthrough
- [ ] Figma basics tutorial
- [ ] Internal wiki navigation

**Stakeholder Meetings:**
| Person | Role | Purpose |
|--------|------|---------|
| Head of Sales | Revenue partner | Understand MQL handoff |
| Product Manager | Product launches | Align on roadmap |
| Customer Success | Customer voice | Understand retention |
| Finance | Budget partner | Understand process |

### Week 3-4: Role Immersion

**Activities:**
- [ ] Shadow team members on key tasks
- [ ] Review past 6 months of campaigns
- [ ] Analyze top-performing content
- [ ] Understand lead scoring model
- [ ] Map customer journey documentation

**Deliverable:** Present "30-Day Observations" to VP Marketing
- What I've learned
- Questions I have
- Initial opportunities I see

---

### Phase 1 Milestones

| Milestone | Due | Status |
|-----------|-----|--------|
| All system access working | Day 3 | [ ] |
| Completed company training | Day 5 | [ ] |
| Met all key stakeholders | Day 14 | [ ] |
| HubSpot certification | Day 21 | [ ] |
| 30-day presentation | Day 30 | [ ] |

### Phase 1 Success Criteria

| Criterion | Measure | Target |
|-----------|---------|--------|
| System proficiency | Can navigate independently | Yes/No |
| Team relationships | Buddy rating | 4+/5 |
| Company knowledge | Quiz score | 80%+ |
| Engagement | Pulse check | Positive |

---

## Phase 2: ADAPT (Days 31-60)

### Goal
Start contributing and take ownership of initial responsibilities

### Responsibilities Ramp

**Week 5-6: Supporting Role**
- [ ] Co-lead weekly marketing meeting
- [ ] Review and approve team content
- [ ] Begin 1:1s with direct reports
- [ ] Contribute to campaign ideation

**Week 7-8: Primary Ownership**
- [ ] Lead weekly marketing meeting
- [ ] Own content calendar decisions
- [ ] First budget planning input
- [ ] Draft Q2 campaign strategy

### Key Activities

**Campaign Planning:**
- [ ] Analyze Q1 campaign performance
- [ ] Interview Sales on lead quality
- [ ] Research competitor Q2 activities
- [ ] Draft Q2 campaign brief

**Team Management:**
- [ ] Establish 1:1 cadence with reports
- [ ] Complete first performance check-ins
- [ ] Identify team training needs

**Deliverable:** Q2 Campaign Proposal Presentation

---

### Phase 2 Milestones

| Milestone | Due | Status |
|-----------|-----|--------|
| First campaign contribution | Day 35 | [ ] |
| Leading weekly meeting | Day 42 | [ ] |
| Team 1:1 rhythm established | Day 45 | [ ] |
| Q2 campaign proposal | Day 60 | [ ] |

### Phase 2 Success Criteria

| Criterion | Measure | Target |
|-----------|---------|--------|
| Campaign contribution | VP approval | Yes |
| Team feedback | Skip-level pulse | 4+/5 |
| Independence | Manager assessment | 4+/5 |

---

## Phase 3: ACCELERATE (Days 61-90)

### Goal
Operate independently and drive impact

### Full Ownership

**Responsibilities:**
- [ ] Full ownership of Q2 campaign execution
- [ ] Team performance management
- [ ] Budget management ($X/quarter)
- [ ] Cross-functional project leadership
- [ ] Process improvement initiatives

### Key Activities

**Campaign Execution:**
- [ ] Launch Q2 campaign
- [ ] Establish reporting cadence
- [ ] First optimization cycle

**Strategic Contribution:**
- [ ] Participate in H2 planning
- [ ] Identify one process improvement
- [ ] Present results to leadership

**Deliverable:** 90-Day Impact Report
- Campaigns launched/contributed
- Metrics influenced
- Team development actions
- Recommendations for next 90 days

---

### Phase 3 Milestones

| Milestone | Due | Status |
|-----------|-----|--------|
| Q2 campaign launched | Day 70 | [ ] |
| First optimization cycle | Day 80 | [ ] |
| 90-day review completed | Day 90 | [ ] |

### Phase 3 Success Criteria

| Criterion | Measure | Target |
|-----------|---------|--------|
| Campaign performance | KPIs met | 80%+ |
| Team satisfaction | Survey | 4+/5 |
| Manager confidence | Assessment | Ready for full autonomy |

---

## Resources

### Company
- [ ] Employee handbook
- [ ] Org chart
- [ ] Company values document
- [ ] Strategic plan summary

### Marketing
- [ ] Brand guidelines
- [ ] Content style guide
- [ ] Campaign playbooks
- [ ] Competitor analysis

### Tools
- [ ] HubSpot training library
- [ ] GA4 course link
- [ ] Figma tutorials
- [ ] Internal wiki

### People
- [ ] Team bios and backgrounds
- [ ] Stakeholder map
- [ ] Slack channel guide
- [ ] Meeting cadence overview

示例 2：简明的首周日程安排

输入：

Create a first week schedule for a new software engineer.

输出：

## First Week Schedule: Software Engineer

### Day 1 (Monday) - Welcome & Setup

| Time | Activity | Owner |
|------|----------|-------|
| 9:00 | Welcome, team intro | Manager |
| 9:30 | IT setup, equipment | IT |
| 10:30 | Security training | IT |
| 11:30 | Office tour | Buddy |
| 12:00 | Team lunch | Team |
| 1:00 | HR onboarding | HR |
| 2:30 | Dev environment setup | Buddy |
| 4:00 | End-of-day check-in | Manager |

### Day 2 (Tuesday) - Technical Orientation

| Time | Activity | Notes |
|------|----------|-------|
| 9:00 | Architecture overview | Senior Engineer |
| 10:30 | Codebase walkthrough | Buddy |
| 12:00 | Lunch | Self |
| 1:00 | CI/CD pipeline training | DevOps |
| 3:00 | First PR: Update README | Self + Buddy |
| 4:30 | Questions & wrap-up | Buddy |

### Day 3 (Wednesday) - Deep Dives

| Time | Activity | Notes |
|------|----------|-------|
| 9:00 | Product overview | Product Manager |
| 10:30 | Database schema review | DBA/Senior |
| 12:00 | Lunch with another team | Networking |
| 1:00 | Testing practices | QA Lead |
| 3:00 | Pair programming session | Buddy |
| 4:30 | Check-in | Manager |

### Day 4 (Thursday) - Stakeholders

| Time | Activity | Notes |
|------|----------|-------|
| 9:00 | Design team intro | UX Lead |
| 10:00 | Support team overview | Support Lead |
| 11:00 | Self-study: Documentation | Self |
| 12:00 | Skip-level lunch | Director |
| 1:30 | Pick first bug/ticket | Manager assigns |
| 4:00 | Work on first ticket | Self + Buddy available |

### Day 5 (Friday) - First Contribution

| Time | Activity | Notes |
|------|----------|-------|
| 9:00 | Continue first ticket | Self |
| 11:00 | Team standup | Observe |
| 12:00 | Team lunch (TGIF) | Team tradition |
| 1:30 | Complete first PR | Self |
| 3:00 | Code review feedback | Buddy |
| 4:00 | Week 1 retrospective | Manager |
| 4:30 | Plan for Week 2 | Manager |

### Week 1 Success Checklist

- [ ] All accounts and access working
- [ ] Can build and run locally
- [ ] Completed security training
- [ ] Met all immediate team members
- [ ] First PR merged
- [ ] Understands team processes
- [ ] Calendar has Week 2 blocked

技能边界

此技能擅长的事项

• 规划入职阶段
• 创建全面的清单
• 整理资源
• 制定成功标准

此技能无法完成的事项

• 了解公司特有的系统
• 访问内部资源
• 评估个人的准备情况
• 取代经理的判断

迭代指南

后续提示词：

• “创建 30 天汇报演示文稿模板”
• “经理在定期沟通时应该问哪些问题？”
• “设计一份入职反馈调查问卷”
• “我们应该如何处理远程入职？”

参考资料

• BambooHR 入职统计数据
• Gallup Q12 敬业度框架
• SHRM 入职最佳实践
• Google 的 Noogler 体验

相关技能

• resume-screener - 入职前评估
• interview-scheduler - 招聘流程
• employee-support - 持续支持

技能元数据

• 领域：人力资源运营
• 复杂度：中级
• 模式：cyborg
• 实现价值所需时间：每个岗位 2-4 小时
• 先决条件：岗位要求、公司背景