Onboarding plan
Medical and Health Services Manager Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new medical and health services manager from first day to full productivity.
Medical and Health Services Manager 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: Fellow of the American College of Healthcare Executives (FACHE), Certified Medical Practice Executive (CMPE) (as applicable)
- Prepare equipment and access: electronic health records; scheduling and staffing software; budget and financial systems; quality dashboards
- Assign a buddy or preceptor
- Enroll the new hire in Medical and Health Services Manager training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Follow infection control on units
- Protect patient privacy under HIPAA
- Report safety events promptly
- Support staff safety and workplace violence prevention
- Shadow an experienced medical and health services manager 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: build a department budget
- Supervised practice: prepare for an accreditation survey
- Supervised practice: fix a staffing gap
- 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.
- Manage department or facility budgets: independently
- Hire, schedule and supervise staff: independently
- Keep the organization compliant with regulations: independently
- Improve quality, safety and patient experience: 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, Fellow of the American College of Healthcare Executives (FACHE))
- Discuss the career path: Department Supervisor → Practice or Department Manager → Director
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Build a Department Budget | |||
| Prepare for an Accreditation Survey | |||
| Fix a Staffing Gap | |||
| Healthcare finance | |||
| Regulatory compliance | |||
| Staffing and scheduling | |||
| Quality improvement |
How to measure onboarding success
- Days until the new hire works without a preceptor
- Competency sign-offs completed on time
- Documentation or charting error rate
- 90-day retention
How Medical and Health Services Manager training maps to this plan
- Introduction to the Medical and Health Services Manager Role
- A Day on the Job
- Essential Medical and Health Services Manager 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 Medical and Health Services Manager Career
- Final Knowledge Check