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Executive Onboarding Checklist

A 19-task onboarding checklist for VPs, Directors, and C-level Executives. Includes board materials review, stakeholder meetings, 90-day strategic plan, and milestone check-ins with the CEO or Board.

Executive onboarding is about strategic alignment, not just logistics. This template structures the first 90 days around stakeholder relationships, board materials, and a strategic plan. For tips on automating the coordination, see How to Automate Onboarding in Jira.

19Tasks
4Phases
5Departments
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  • Send offer letter with executive compensation packageHR
    Offer letter including equity vesting schedule, bonus structure, benefits, severance terms
  • Complete executive background checkHR
    Enhanced background and reference checks per executive hiring policy
  • Collect signed paperwork (including non-compete)HR
    Full legal document package reviewed by counsel
  • Order executive-grade equipmentIT
    Premium laptop, dual monitors, executive-level mobile plan, home office stipend if remote
  • Create accounts with appropriate admin accessIT
    Email, Slack (with private leadership channels), Jira, financial reporting tools, board portal
  • Prepare org chart and direct reports summaryHR
    Detailed overview of reporting structure, team bios, headcount, open roles, budget summary
  • Schedule first-week meetings with leadershipExecutive Assistant
    Book 1:1s with all C-suite/VP peers, key board members (if C-level), and direct reports
  • Company-wide announcement of new executiveHR
    Internal announcement email with bio, background, and first-day details
  • CEO/Board welcome and strategic contextManager
    CEO (or hiring manager) provides company strategy overview, key metrics, current challenges
  • Meet direct reports (group introduction)Employee
    Town hall-style meeting with the new executive's team
  • Review strategic plan, board materials, financialsEmployee
    Deep dive into company strategy, recent board decks, P&L, key metrics
  • 1:1 meetings with all peer executivesEmployee
    Individual meetings with each C-suite/VP peer to understand priorities and interdependencies
  • Meet top 10 customers or key stakeholdersEmployee
    Introductions to the most important customer relationships and partner contacts
  • Complete compliance and governance trainingEmployee
    Insider trading policy, code of ethics, regulatory requirements specific to the executive role
  • Conduct team assessment and identify quick winsEmployee
    Assess current team capabilities, processes, and identify 2-3 improvements to pursue
  • Present 90-day plan to CEO/BoardEmployee
    Draft and present strategic priorities for the first 90 days with measurable objectives
  • 30-Day Check-in (CEO/Board)Manager
    Review cultural integration, stakeholder impressions, initial strategic observations
  • 60-Day Check-in (CEO/Board)Manager
    Evaluate progress on 90-day plan, team engagement, cross-functional effectiveness
  • 90-Day Check-in (CEO/Board)Manager
    Comprehensive review: strategic impact, team morale, stakeholder confidence, forward plan

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