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!

 # 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

managing

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