Sheets
8
8 focused sheets
Excel template for service operations
Download the New Hire 1-30 Day Training and Mentoring Plan for free. Organize learning checklists, practice checks, and mentor notes in one workbook.
Consultation
Need help choosing the right onboarding workflow?
We can keep only the columns your team actually needs. The workbook can then align with your current onboarding flow.
If you need team collaboration, mobile entry, photo uploads, corrective-action reminders, or dashboards, view the systemized version.
A free workbook that brings learning checklists, practice checks, mentor notes, and 30-day targets together in one place.
Free download
Checklist
Practice checks
Mentor notes
Progress
Traceable
Easy to share
Coaching
Scalable
Easy to refine
Sample input
Onboarding progress at a glance
Align learning checklists, practice checks, mentor notes, and 30-day targets first so onboarding stays stable.
Learning items
18 items
Practice checks
12 items
Mentor notes
6 items
Update frequency
Daily
Free download
Review the Excel workbook before you start
A practical workbook for learning checklists, practice checks, mentor notes, and 30-day targets that teams can use right away.
File
New Hire 1-30 Day Training and Mentoring Plan.xlsx
File name: onboarding_30_day_plan_template_en.xlsx
Sheet count
8 sheets
Use case
Onboarding checklists, practice checks, and mentor notes
Collect the learning checklist first so guidance stays consistent.
Standardize practice review wording to reduce mentor-to-mentor differences.
Make 30-day targets explicit so follow-ups stay on track.
Start with the learning checklist, then adapt it to your mentoring rules.
Workflow
What standardized onboarding looks like
When the development sequence is predefined, any mentor can keep guidance consistent.
Step 1
Learning checklist
Start by collecting the learning items and surfacing the differences in guidance.
Step 2
Mentor pairing
Align mentor review wording so practice feedback stays consistent.
Step 3
Target tracking
Clarify target dates and milestones so follow-ups stay on track.
Step 4
30-day review
Keep notes on recurring gaps and feed them into the next review cycle.
Workbook map
How each sheet is used
The workbook includes Dashboard, Guide, Settings, 30-Day Overview, Schedule Plan, Training Checklist, Mentor Feedback, and Role Scenario Library sheets, so the flow from Day 1 to the Day 30 review stays in one file.
Workbook item
Operational use
Note
Workbook item
Dashboard
Operational use
Progress summary
Note
Summarizes schedule completion, training completion, delayed items, and the Day 30 score.
Workbook item
Guide
Operational use
Maintenance guide
Note
Shows how HR, the manager, the mentor, and the new hire use the workbook together.
Workbook item
Settings
Operational use
Plan master data
Note
Aligns company, role, start date, mentor, and business scenario inputs.
Workbook item
30-Day Overview
Operational use
Stage goals
Note
Aligns four-week goals, deliverables, acceptance standards, and the review date.
Workbook item
Schedule Plan
Operational use
Daily execution
Note
Organizes 30 days of learning, practice, mentor actions, and acceptance outputs.
Workbook item
Training Checklist
Operational use
Training assessment
Note
Tracks required/elective status, scenario fit, owner, status, and evidence.
Workbook item
Mentor Feedback
Operational use
1:1s and scoring
Note
Records key check-ins, capability scores, and follow-up actions.
Workbook item
Role Scenario Library
Operational use
Scenario reuse
Note
Rebuilds examples for sales, support, engineering, retail, and other local role contexts.