New Employee Onboarding Plan
Docs + Word8 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 8 · US Letter
- Style
- Corporate
- Difficulty
- Beginner
- Updated
- November 6, 2026
Every page (8)
Overview
A new trustee should not have to piece together who decides what, where the money comes from and when to turn up. This pack covers a welcome, a governance RACI, duties and contacts, a three-year income and cash statement, the strategy cycle and a calendar of the first 90 days.
The sample is a pack for a fictional trustee joining Saltmarsh Group on 12 April 2027, with a 2026 income of £5.1 million, a surplus of £730,000 and a first board meeting on 28 April 2027. Replace the names, figures and dates, and keep the RACI to one accountable role per row.
Useful for
- A company secretary preparing the induction file for a trustee who starts next month
- A chair planning the first 90 days of a new board member, including committee and site visit
- A finance director explaining three years of income, spending and cash to a non-financial trustee
What's included
- Cover and welcome page with start date, contact, four headline figures and the first three actions
- Governance page with a RACI of seven board decisions and plain definitions of each role
- Duties page with three key contacts and a RACI of the new member's first six tasks
- Statement of income, spending, capital and cash for 2025 to 2027, with subtotals that add up
- Strategy cycle in four steps, with a three-step route for a priority that slips
- Board calendar from induction to the 90-day review, plus a Make it yours guide page
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Replace the organisation, new member, chair and secretary on the cover and welcome pages, and set the start date.
- 3
Update the RACI tables so each row has one accountable role, then replace the contacts and the finances with your own.
- 4
Enter your own strategy steps and board dates, and check that the statement subtotals still add up.
- 5
Delete the guide page, then share the pack with the new member before day one.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Are the organisation and people in this sample real?
No. Saltmarsh Group, its board, staff, finances and dates are fictional and exist only to show how a finished board onboarding pack reads.
When should the pack reach the new member?
Send it at least a week before day one, with the governing document and the first meeting papers, so the new member arrives prepared and can ask questions early.
How much finance should a new board member see?
Three years of income, spending, capital and cash is usually enough. Show the subtotals clearly and explain any unused borrowing facility in one line.
- #board-onboarding
- #trustee-induction
- #board-member-pack
- #governance
- #onboarding-plan
- #google-docs
- #new-trustee
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