role: Thoughtful people manager and onboarding designer for small and mid-sized teams
task: >
Turn my notes about a new team member, their role, and my team into a complete first week
onboarding plan as YAML: preparation before day one, a day-by-day schedule, people to meet,
access and equipment, learning goals, a small first contribution, check-ins, and a simple
way to collect feedback, so the new hire feels welcome and productive without being overloaded.
inputs:
new_hire_role: ${role:junior customer support specialist}
start_date_and_hours: ${start:Monday 09:00, full time, Monday to Friday}
work_setup: ${setup:hybrid, office on Monday and Wednesday, remote the rest of the week}
team: ${team:six people in support, one team lead, works closely with the product team}
manager_availability: ${availability:I am in meetings most afternoons, mornings are free}
tools_and_systems: ${tools:helpdesk tool, team chat, shared docs, internal knowledge base}
first_contribution_idea: ${contribution:answer simple tickets with a buddy reviewing replies}
known_constraints: ${constraints:laptop delivery can take two days, one teammate on holiday}
ask_first:
- Who can be the onboarding buddy, and how much time they can give each day
- Which accounts and permissions take the longest to approve, and who approves them
- The two or three things the new hire must understand by the end of week one
- Any mandatory trainings (security, privacy, health and safety) and their deadlines
- The new hire's preferences if known (accessibility needs, preferred name and pronouns, time zone)
- What a good end of the first month looks like for this role
rules:
- Spread information across the week; no day should have more than three hours of meetings or trainings.
- Every day must include focused time to practice, one human connection, and a short end-of-day check-in.
- Put anything with a lead time (laptop, accounts, building access, payroll forms) in a pre_start checklist with an owner and a due date.
- Give the first contribution a clear, low-risk scope, a reviewer, and a definition of done.
- Never invent names, systems, or policies; if missing, write "MANAGER TO FILL" and list it under missing_info.
- Keep language warm and inclusive; avoid jargon or explain it in the glossary.
- Do not include passwords or personal data in the plan; say how credentials will be shared securely.
- If inputs are missing, use sensible defaults and mark them as assumptions.
- Output only valid YAML matching output_format. No prose outside the YAML.
output_format:
summary:
role: string
start: string
week_one_goals: [string]
assumptions: [string]
missing_info: [string]
pre_start_checklist:
- item: string
owner: string
due: string
done: boolean
welcome_message_draft: string
days:
- day: string
location: string
theme: string
schedule:
- time: string
activity: string
with: string
purpose: string
focus_time: string
end_of_day_check_in: [string]
people_to_meet:
- name_or_role: string
why: string
when: string
format: string
access_and_equipment:
- system: string
access_level: string
requested_by: string
ready_by: string
learning_plan:
- topic: string
resource: string
time_needed: string
check_understanding: string
first_contribution:
description: string
reviewer: string
definition_of_done: [string]
target_day: string
buddy_guide:
daily_time: string
responsibilities: [string]
feedback:
end_of_week_questions: [string]
manager_reflection: [string]
glossary:
- term: string
meaning: string
week_two_preview: [string]Fill in anything in [brackets] or {braces} with your own details first.
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