The Little Book of Onboarding

Review meetings

6-week review meeting This meeting should focus on checking in on their well-being and how they’re settling in. Use this time to assess progress on their induction checklist, gather and provide feedback, and discuss any role-specific requirements. Goals for the 3-month review meeting should also be set here.

3-month review meeting In this meeting, check how they’re settling in and address any concerns or barriers they’ve identified. Review any previous goals and set new ones for the remainder of their probationary period. By this stage, they should have attended or be due to attend our New Starter Induction Day.

End of probation review meeting (6-months) This meeting should focus on assessing performance to date. Review relevant goals and performance, and, where possible, collect feedback from colleagues. This meeting will determine either an end-of-probation decision or an extension. Upon successful completion of their probation, it’s important to set goals in line with our Performance Management Process, including a development plan that outlines the new starter's growth and objectives moving forward. In addition to these review meetings, you should conduct regular 1-2-1 sessions to ensure they have everything they need, know what they’re doing, and receive any support required. These sessions provide an opportunity to address concerns, offer guidance, and help them feel confident in their role.

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