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
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)
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
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
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)
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)
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