Project Approach Example — Staff Onboarding Procedure

This example illustrates how the project approach can be applied to the creation of a staff onboarding procedure. The goal is clearly defined from the outset, and the work can be planned and executed in a straightforward sequence with minimal uncertainty. The focus is on producing a complete, accurate, and usable document that guides managers and HR in bringing new employees into the organisation efficiently and consistently.

Initiation

Confirm the objective: produce a clear, complete, and user-friendly onboarding procedure for new staff.
Define the scope: covers pre-arrival preparation, first-day orientation, initial training, and probation review process.
Identify stakeholders: HR, department managers, IT support, facilities.
Agree acceptance criteria: accuracy, compliance with legal requirements, ease of use.

Design & Planning

Develop a detailed outline of the procedure, broken into logical stages.
Assign responsibilities for drafting and reviewing each section.
Set milestones and deadlines for completion.
Identify required resources: existing policy documents, HR forms, IT setup checklists.

Production

Draft each section of the onboarding procedure.
Incorporate input from stakeholders and relevant reference materials.
Ensure tone, style, and formatting are consistent.

Verification

Circulate the draft for review by HR, managers, and legal/compliance where required.
Test the procedure with a recent new hire or HR representative to ensure clarity and completeness.
Revise based on feedback.

Release & Closure

Finalise the onboarding procedure and obtain formal approval from HR leadership.
Publish on the company intranet and provide copies to relevant managers.
Record lessons learned for future procedural updates.