Onboarding plan

Archivist Onboarding Plan (30-60-90 Days)

A practical, printable plan to take a new archivist from first day to full productivity.

Updated By the Career Education Institute Curriculum Team
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 taskTrainedObservedSigned 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

  1. Introduction to the Archivist Role
  2. A Day on the Job
  3. Essential Archivist Vocabulary
  4. Core Duties and Responsibilities
  5. Common Tasks, Step by Step
  6. Tools, Equipment and Technology
  7. Safety, Compliance and Professional Standards
  8. Skills Employers Look For
  9. Launching Your Archivist Career
  10. Final Knowledge Check
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