Free SOP template
New team member onboarding checklist for agencies
A new person does useful work in their first week and knows where everything is without asking. It runs from the day an offer is accepted.
New team member onboardingAccounts, SOPs to read, first week
Purpose
A new person does useful work in their first week and knows where everything is without asking.
When to use it
From the day an offer is accepted to the end of their first week.
Who's involved
Role | Responsible for |
|---|---|
Agency lead | Welcome, expectations, first-week plan |
Buddy (a teammate) | Daily check-in, questions |
Admin | Accounts and access |
Steps
Before day one: invite them to Ark with the right job title; create their email and tool accounts.
Assign them the SOPs they must read (in Ark, assigned SOPs show up for them to confirm).
Day one: a 30-minute welcome — how the agency works, clients, who does what.
Pair them with a buddy for the week; daily 10-minute check-in.
Give them one real, small piece of work on day two.
End of week one: 20-minute feedback both ways; agree goals for the first month.
Checklist
Ark invite accepted, job title set
Tool accounts working
Assigned SOPs all marked as read
First piece of work delivered
First-month goals written
Done means
They've read every assigned SOP, delivered their first piece, and have written goals for the month.
Words in [brackets] are yours to fill in: your timings, your links, your numbers.
Use this SOP in Ark, already set up
Every Ark workspace includes this SOP and ten more, in English and Romanian, ready to edit and assign. Free for up to 2 people.