Onboarding plan
Archivist Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new archivist from first day to full productivity.
Archivist onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: Certified Archivist, Digital Archives Specialist (as applicable)
- Prepare equipment and access: archivesSpace; digital asset management systems; scanners; metadata standards
- Assign a buddy or preceptor
- Enroll the new hire in Archivist training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Lift boxes safely
- Handle mold and pests carefully
- Use gloves for photos
- Protect sensitive records
- Shadow an experienced archivist through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: process a small archival collection
- Supervised practice: plan a digitization project
- Supervised practice: accept a donation of papers
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Appraise records: independently
- Arrange and describe collections: independently
- Write finding aids: independently
- Preserve materials: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, Certified Archivist)
- Discuss the career path: Archives Assistant → Archivist → Senior Archivist
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Process a Small Archival Collection | |||
| Plan a Digitization Project | |||
| Accept a Donation of Papers | |||
| Archival arrangement | |||
| Description standards | |||
| Preservation | |||
| Digital records management |
How to measure onboarding success
- Time to independent classroom work
- Observation and evaluation scores
- Licensing or compliance findings
- First-year retention
How Archivist training maps to this plan
- Introduction to the Archivist Role
- A Day on the Job
- Essential Archivist Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Archivist Career
- Final Knowledge Check
