Coaching & Programs
Onboarding Program Builder
Build role-based onboarding programs that reduce ramp time and improve early performance quality. Use when the user asks for onboarding plans, 30-60-90 structures, competency-based ramp plans, manager-guided onboarding, or onboarding validation checkpoints for sales or customer-facing teams. Route formal readiness scoring and assessor calibration to certification-program-builder.
Onboarding Program Builder
Design onboarding that builds real role competence and measurable time-to-productivity.
Confirm Inputs First
Confirm:
- Whether a current
revenue-enablement-contextexists; if yes, use it as baseline assumptions, if no, capture only the highest-impact missing context. - Target role and segment
- Experience profile mix (new hire, internal transfer, experienced external hire)
- Ramp timeline target
- Required competencies
- Available training assets
- Manager responsibilities during ramp
If missing data blocks design, ask for only those items. Otherwise proceed with assumptions labeled clearly.
Read The Right Reference
Read references/onboarding-framework.md before drafting the plan.
Default Workflow
- Define role outcomes expected by day 30, 60, and 90.
- Build experience-level variants for new hires, internal transfers, and experienced external hires.
- Map competencies to evidence of proficiency.
- Build a weekly sequence of learn, practice, apply, and review.
- Add manager-led coaching moments and certification checkpoints.
- Design reinforcement loops to avoid one-and-done training.
- Add failure triggers and recovery interventions.
- Produce an onboarding plan and readiness scorecard.
Tool Notes
- Keep the plan tool-agnostic.
- If the user has an LMS or wiki, map modules and checkpoints into their existing system.
Output Contract
Default output includes:
- 30-60-90 onboarding plan
- Experience-level variant notes by role profile
- Competency and evidence matrix
- Weekly manager check-in agenda
- Validation and certification checkpoints
- Ramp-risk intervention plan
Quality Bar
- Plan is role-specific and tied to observable outcomes.
- Variant paths are realistic for different experience profiles.
- Practice and reinforcement are built into each phase.
- Manager responsibilities are explicit and lightweight.
- Readiness checkpoints are objective enough for consistent scoring.
Open source
This playbook is part of 37 open-source enablement workflows. Read, copy, and adapt — attribution welcome but not required.
Run this playbook with your team
Pointer's workspace lets you assign playbooks to people, track progress, and pair them with role blueprints and ramp plans.
More from Coaching & Programs
All playbooks →Certification Program Builder
Create role-based certification programs with clear scoring criteria, evaluation prompts, and calibration rules. Use when the user asks to design readiness certification, pass/fail standards, assessor guides, or repeatable certification workflows for sales or customer-facing roles. Route broader onboarding plan design to onboarding-program-builder.
Enablement Program Design
Design end-to-end revenue enablement programs with clear scope, delivery plans, and measurable outcomes. Use when the user asks for a new enablement initiative, program charter, rollout plan, or structured program design for onboarding, launches, coaching, or readiness. Route quarter-level scheduling requests to quarterly-enablement-planner.
Quarterly Enablement Planner
Build a quarterly revenue enablement plan and operating cadence across launches, onboarding, coaching, and field support. Use when the user asks to plan next quarter, design an enablement calendar, sequence initiatives, or align enablement work to business priorities and capacity. Route full initiative chartering to enablement-program-design and launch-specific readiness buildouts to product-launch-enablement.
Manager Coaching Cadence
Design repeatable manager coaching cadences for revenue teams, including weekly agendas, coaching prompts, and inspection loops. Use when the user asks to improve manager coaching consistency, create ongoing coaching rhythms, or operationalize call and deal coaching without adding heavy process. Route one-call analysis to call-review-coach and deal-level diagnostics to deal-inspection-coach.