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.
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 task | Trained | Observed | Signed 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
- Introduction to the Private Investigator Role
- A Day on the Job
- Essential Private Investigator 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 Private Investigator Career
- Final Knowledge Check
