How to use the Onboarding plan template

Start a board from it
Use this template opens a new Freero board with the Onboarding plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Onboarding plan”.
Follow the instruction on the board
“Make a copy per new hire. They move their own cards; the buddy checks in at the end of each week.”
Fill in each part
- People to know
- First month Columns: Before day 1 · Week 1 · Weeks 2–4 · Done
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Onboarding plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

New hire first week
Plan a new colleague’s first five days so they meet the right people, get set up and do something real by Friday.
30-60-90 day plan
What a new hire should learn, contribute and own by day 30, 60 and 90, agreed with their manager on day one.
Project status report
A one-page status update: overall health, progress since last time, what’s next, risks and decisions needed from readers.
Stakeholder communication plan
Decide who needs to hear what about the project, how often, through which channel and who sends it, so nobody is surprised.
Kanban board
To do, Doing and Done columns with task cards and a work-in-progress limit.
Sprint board
The sprint goal and facts on top, a five-column task kanban with WIP limits below.