Onboarding plan
Surgical Assistant Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new surgical assistant from first day to full productivity.
Surgical Assistant 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: Certified Surgical First Assistant (CSFA), Certified Surgical Assistant (CSA) (as applicable)
- Prepare equipment and access: retractors; suction and cautery; suture and needle drivers; staplers
- Assign a buddy or preceptor
- Enroll the new hire in Surgical Assistant training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Follow sterile technique
- Use sharps safety
- Pad pressure points
- Participate in counts and time-outs
- Shadow an experienced surgical assistant 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: provide surgical exposure
- Supervised practice: close a skin incision
- Supervised practice: position a patient safely
- 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.
- Position and prep patients: independently
- Retract tissue for exposure: independently
- Control bleeding: independently
- Suction and irrigate: 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, Certified Surgical First Assistant (CSFA))
- Discuss the career path: Surgical Technologist → Surgical Assistant → Lead Assistant
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Provide Surgical Exposure | |||
| Close a Skin Incision | |||
| Position a Patient Safely | |||
| Surgical exposure | |||
| Suturing | |||
| Hemostasis | |||
| Sterile technique |
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 Surgical Assistant training maps to this plan
- Introduction to the Surgical Assistant Role
- A Day on the Job
- Essential Surgical Assistant 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 Surgical Assistant Career
- Final Knowledge Check
