Generate a New Hire Onboarding Plan with First-Week Schedule
Use this prompt once you've gathered the six role-specific inputs about the new hire's job. It generates a pre-arrival checklist, a full day-by-day first-week schedule, and a 30-60-90 day milestone overview in a single response.
The Prompt
You are helping a small business owner build an onboarding plan for a new hire. Generate the following three documents as a single response: 1. A pre-arrival checklist (tasks the owner or team must complete before the new hire's first day — accounts, equipment, introductions, workspace setup) 2. A day-by-day first-week schedule (Monday through Friday, with time blocks for each day — include: orientation tasks, tool setup, introductions, role-specific training, and one low-stakes initial project to build confidence) 3. A 30-60-90 day milestone overview (three bullet points per phase: what the employee should know, what they should be doing independently, and how success is measured) Here is the context for this role: - Job title: [e.g., Operations Coordinator] - Core responsibilities: [e.g., managing vendor relationships, processing weekly invoices, coordinating delivery schedules] - Team members they'll work with: [e.g., Dana (owner), Marcus (warehouse lead), Priya (bookkeeper, part-time)] - Tools and software: [e.g., QuickBooks, Slack, Google Drive, the company's order management system] - Priority outputs in first 30 days: [e.g., independently processing invoices, owning the vendor check-in call on Thursdays] - Company norms to communicate: [e.g., we don't use email internally — everything is Slack; Fridays end at 3pm; the owner is reachable for questions 9am–12pm daily] - Who manages onboarding: [e.g., the owner for the first two days, then the warehouse lead] Format each document clearly with headers. Use specific time blocks (e.g., 9:00–10:00am) for the day-by-day schedule. Where information is missing, insert a clearly labeled placeholder in brackets rather than inventing details.
From the guide
Using AI to create a simple onboarding checklist and first-week schedule for a new hire without an HR department →Related Prompts
Make 30-60-90 Day Onboarding Milestones Specific and Measurable
Use this as a follow-up prompt when the AI-generated 30-60-90 milestones feel too generic or don't match your actual expectations for the role in your specific business.
Revise a New Hire First-Week Schedule to Be More Realistic
Use this as a follow-up prompt when the AI-generated first-week schedule lacks a clear anchor activity for a given day or when the time blocks add up to an unrealistic total.
Revise a Scope of Work After Filling In Gaps
Use this as a follow-up prompt in the same conversation after reviewing the ambiguities list the AI returned in the first pass. Paste in your answers to each flagged gap before finalizing the SOW draft.
Draft a Client Scope of Work from a Raw Brief
Use this prompt at the start of a new client project to generate a full scope of work document from a raw client email or brief. Paste it into Claude or ChatGPT after collecting your client inputs, verbal notes, and standard terms.