Onboarding plan

Private Investigator Onboarding Plan (30-60-90 Days)

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

Updated By the Career Education Institute Curriculum Team
Private Investigator 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: State private investigator license, Professional Certified Investigator (PCI) (as applicable)
  • Prepare equipment and access: cameras and video equipment; investigative databases; public records portals; GPS and mapping tools
  • Assign a buddy or preceptor
  • Enroll the new hire in Private Investigator training so foundations are covered before or during week one

Week one: orient and protect

  • Workplace tour, emergency procedures and incident reporting
  • Plan for personal safety during surveillance
  • Know and follow privacy and recording laws
  • Avoid confrontations
  • Share your location with your office
  • Shadow an experienced private investigator 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: conduct legal surveillance
  • Supervised practice: run a skip trace
  • Supervised practice: write an investigation report
  • 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.

  • Conduct surveillance: independently
  • Research public records and databases: independently
  • Run background checks: independently
  • Locate people and assets: 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, State private investigator license)
  • Discuss the career path: Investigator Trainee → Licensed Private Investigator → Senior or Specialized Investigator
  • 90-day review

Competency checklist

Skill or taskTrainedObservedSigned off
Conduct Legal Surveillance
Run a Skip Trace
Write an Investigation Report
Surveillance techniques
Records research
Interviewing
Report writing

How to measure onboarding success

  • Report quality and completeness
  • Post-order compliance in audits
  • Client complaints or incidents
  • 90-day retention

How Private Investigator training maps to this plan

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