it’s not enough for you to have all information about the project yourself. the key to a successful project is having all your employees on the same page. project onboarding is the process of enrolling resources in the project. the goal is to make sure that everyone involved in the project understands its business objectives and requirements know their role and the expected outcome of the project itself. materials you could need may be different depending on the project’s nature – is it a new project or an ongoing one? if you haven’t found resources for the project yet, identify the needs and the roles needed to deliver the project. in teamdeck you can quickly find team members with desired skills using custom fields.
once you have found team members for your project, make sure they are available. now, make sure that every team member you’ve chosen is officially booked for the project. if you have a resource planning software, assign team members to track their time and workload later on. once you have all information about the project, you have your team chosen, and the tools set, you can onboard your team members. if you’re starting off a new project, you can conduct a workshop with your client. if you onboard new resources to an existing project or you need to introduce changes in the scope, focus on knowledge transfer. brief your team about the project: what are its goals, business objectives, requirements, and what is the expected outcome. this meeting is to make sure that everyone understands the project.
you’ve got a good idea of what work lies ahead, and all you have to do is get the team together. project onboarding gives new team members the opportunity to reach a common understanding of the project and the desired deliverables. you must consider the people you will be working with, the industry you are in, and the organization you are working for. and without some sort of structure to your project, chaos can quickly set it. let’s look at the eight steps that will make your project onboarding a success, most of which should be done during the project kickoff meeting: the first step is to simply welcome your new team members onto the project. this will give you a chance to address any issues before the project has begun. you don’t want to be several months into your project and realize you hired the wrong person. this will make them feel like they are a part of the team and will help them stay plugged in.
every company has its own set of guidelines and standards they will expect employees to meet. making sure everyone on the team is set up with any user accounts and tools that will be necessary for working on the project. some team members may not be familiar with the project management software you will be using. every project has a larger goal and a strategic way that it will benefit the company so you will want to share this with your team members. what is your overarching goal for the project and what the team will accomplish? this will be the lengthiest and also the most critical part of the project onboarding process. as the project manager, it is crucial that you meet with your team members frequently. project onboarding is an important part of setting your team up for success early on. each person should know that you will be there to provide coaching for them and to hold them accountable.
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