Onboarding plan
Optician Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new optician from first day to full productivity.
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 task | Trained | Observed | Signed 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
- Introduction to the Optician Role
- A Day on the Job
- Essential Optician 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 Optician Career
- Final Knowledge Check
