New Manager Setup Checklist Template

Set up new managers with tools, training, team introductions, and 90-day goals for effective leadership.

This free hr checklist template includes 6 tasks organized into 2 sections. Use it to streamline your new manager setup process.

Access & Tools

  1. System access and permissions

    Grant the new manager elevated access to management tools, reporting dashboards, HR systems, and approval workflows.

    • Access Granted (required) — Options: HR System, Expense Approvals, Reporting Dashboard, Performance Management Tool, Team Calendar, Budget Portal
    • Manager Email (required)

  2. Management training enrollment

    Enroll the new manager in required leadership and management training programs covering company policies, HR compliance, and people management skills.

    • Training Programs Enrolled (required) — Options: Leadership Fundamentals, HR Compliance & Policies, Performance Reviews, Conflict Resolution, Budget Management
    • Training Completion Deadline (required)

Team Integration

  1. Team introduction meeting

    Schedule and facilitate a team meeting to introduce the new manager, set expectations, and allow team members to ask questions.

    • Meeting Date (required)
    • Number of Direct Reports (required)
    • Meeting Agenda Notes

  2. Set first 90-day goals

    Work with the new manager and their supervisor to define clear, measurable goals for the first 30, 60, and 90 days in the role.

    • 30-Day Goals (required)
    • 60-Day Goals (required)
    • 90-Day Goals (required)

  3. Schedule skip-level meetings

    Set up recurring skip-level meetings between the new manager's direct reports and their supervisor to maintain open communication channels.

    • Meeting Frequency (required) — Options: Weekly, Bi-Weekly, Monthly, Quarterly
    • Skip-Level Supervisor (required)

  4. Review team performance data

    Share recent performance reviews, team metrics, and any ongoing performance improvement plans so the new manager has full context on their team.

    • Data Shared (required) — Options: Recent Performance Reviews, Team KPIs/Metrics, Active PIPs, Engagement Survey Results, Compensation Data
    • Key Team Observations