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Sample: New team member — first weekSample

Team & internalNot reviewed yet
Sample
This is an example that shows the format. Check it against how your team really works before you rely on it.

Steps

What a new starter does in their first five days, and who is responsible for each part of it.

1. Day 1 — accounts, desk, and someone to have lunch with

Manager · 60 min

Logins working before they arrive, not on the day. Assign a buddy who is not their manager — the questions people are embarrassed to ask their manager are the ones that matter most in week one.

  • SPM login and permissions set
  • Email and calendar working
  • Buddy assigned
  • Payroll and super details collected

2. Day 1–2 — work through the Sole Academy starter path

New starter · 90 min

The "New team member" learning path in Sole Academy covers the tool. Do that before touching live client work — it saves everyone a fortnight of over-the-shoulder questions.

3. Day 2 — read the must-read SOPs

New starter · 45 min

Every SOP flagged as must-read, acknowledged as you go. That is how we know you have actually seen how we do things rather than guessing from how your last firm did.

4. Day 3–4 — shadow, then do one with someone watching

Buddy · 120 min

Watch a real job end to end, then do the next one with the buddy watching. Reading an SOP and following it are different skills.

5. Day 5 — a proper check-in

Manager · 30 min

What was confusing? What was missing from the SOPs? Anything they flag gets fixed in the SOP that week, while it is still fresh.

Warning: This is the highest-value feedback you will ever get on your SOPs. A new starter is the only person who reads them without already knowing the answer.