Onboarding plan

Optician Onboarding Plan (30-60-90 Days)

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

Updated By the Career Education Institute Curriculum Team
Optician 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: ABO Certification, NCLE Certification (as applicable)
  • Prepare equipment and access: lensometer; pupillometer; frame adjustment tools; lens edgers
  • Assign a buddy or preceptor
  • Enroll the new hire in Optician training so foundations are covered before or during week one

Week one: orient and protect

  • Workplace tour, emergency procedures and incident reporting
  • Use eye protection with edging equipment
  • Handle tools safely
  • Clean frames and tools
  • Follow lens impact standards
  • Shadow an experienced optician 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: measure for progressive lenses
  • Supervised practice: adjust glasses for comfort
  • Supervised practice: verify a lens order
  • 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.

  • Help customers choose frames and lenses: independently
  • Take facial and eye measurements: independently
  • Interpret prescriptions: independently
  • Order lenses: 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, ABO Certification)
  • Discuss the career path: Optical Assistant → Optician → Licensed or Master Optician
  • 90-day review

Competency checklist

Skill or taskTrainedObservedSigned off
Measure for Progressive Lenses
Adjust Glasses for Comfort
Verify a Lens Order
Prescription interpretation
Frame selection
Lens measurements
Frame adjustment

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 Optician training maps to this plan

  1. Introduction to the Optician Role
  2. A Day on the Job
  3. Essential Optician 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 Optician Career
  10. Final Knowledge Check
Get team pricing
Team pricing