Dan Vatterott

Data Scientist

Data Onboarding Checklist

I’m a checklist addict. While our team has a document on acquiring different accounts, reviewing our workflows, reviewing code repos etc., this document doesn’t provide any prioritization.

I created the following checklist (markdown) to give a condensed view of what a manager and new hire should accomplish by the end of the first week following a new hire’s start.

I wasn’t able to find existing onboarding checklists so I hope you find this useful!

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# Request Email
  + [ ] Request an email account
# Request Equipment
  + [ ] Request Laptop
  + [ ] Request monitor, keyboard, & mouse
# Request Accounts
  + [ ] Request Cloud Account
  + [ ] Request Data Warehouse Account
  + [ ] Request Dashboarding Account
  + [ ] Request Version Control Account
  + [ ] Request Workflow Management Account
# Install Software
  + [ ] Text Editor / IDE
  + [ ] Code Packaging and Dependency Management Software
  + [ ] Office Suite
  + [ ] Communication Platforms (e.g., Zoom, Slack)
  + [ ] CLIs
  + [ ] Clone Repos
# Schedule Intro Meetings
  + [ ] Collaborator A
  + [ ] Team B
  + [ ] Etc.
# Add to Meetings/Channels/Distribution Lists
## Meetings
  + [ ] Daily Stand-up
  + [ ] Weekly 1on1
  + [ ] Weekly Larger Team Meeting
## Distribution Lists
  + [ ] Example A
## Communication Channels
  + [ ] Example A
# Templates
  + [ ] Presentations
  + [ ] Dashboards
  + [ ] Document Headers
  + [ ] Spreadsheets
# Data Schemas Intro
  + [ ] Schema X
  + [ ] Schema Y
# 7/30/60/90 Day Plans
## 7 Day
  + [ ] Set-Up Machine
  + [ ] Clone Repos
  + [ ] Run Repo Unit-Tests
  + [ ] Request Accounts and Software
  + [ ] Automation Intro
  + [ ] Cloud Services Intro
  + [ ] Data Warehouse Intro
  + [ ] Review Jargon
## 30 Day
  + [ ] Discuss Order of Code Repo Reviews
  + [ ] Discuss 30 Day Project
  + [ ] Discuss 30 Day Goals
## 60 Day
  + [ ] Discuss 60 Day Project
  + [ ] Discuss 60 Day Goals
## 90 Day
  + [ ] Discuss 90 Day Project
  + [ ] Discuss 90 Day Goals
# Communication/Work Style
  + [ ] Discuss Work Styles
  + [ ] Discuss Communication Styles
  + [ ] Discuss Preferred Feedback Style
  + [ ] Discuss Preferred Hours
  + [ ] Discuss a Vision of Success
# Jargon
  + [ ] Review Company/Business Jargon

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