Onboarding plan

Typist Onboarding Plan (30-60-90 Days)

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

Updated By the Career Education Institute Curriculum Team
Typist 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: Microsoft Office Specialist, Typing speed certificate (as applicable)
  • Prepare equipment and access: microsoft Word; google Docs; transcription software; foot pedals
  • Assign a buddy or preceptor
  • Enroll the new hire in Typist training so foundations are covered before or during week one

Week one: orient and protect

  • Workplace tour, emergency procedures and incident reporting
  • Prevent repetitive strain
  • Protect confidential documents
  • Take breaks
  • Use ergonomic setups
  • Shadow an experienced typist 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: format a long report with styles
  • Supervised practice: proofread a document thoroughly
  • Supervised practice: run a mail merge
  • 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.

  • Type documents: independently
  • Format reports: independently
  • Proofread: independently
  • Transcribe recordings: 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, Microsoft Office Specialist)
  • Discuss the career path: Typist → Document Specialist → Administrative Assistant
  • 90-day review

Competency checklist

Skill or taskTrainedObservedSigned off
Format a Long Report with Styles
Proofread a Document Thoroughly
Run a Mail Merge
Fast typing
Word processing
Document formatting
Proofreading

How to measure onboarding success

  • Time to independent work
  • Error or rework rate
  • Internal customer satisfaction
  • 90-day retention

How Typist training maps to this plan

  1. Introduction to the Typist Role
  2. A Day on the Job
  3. Essential Typist 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 Typist Career
  10. Final Knowledge Check
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