Most onboarding plans are a wiki link and a prayer; most AI-tool onboarding is "here's your Copilot seat." This playbook generates tailored 30-60-90 plans that treat the AI stack as day-one infrastructure — accounts, policy, context files, and the verification habits that decide whether AI makes your new hire faster or confidently wrong.
Workflow area: Hiring & Performance · Tier: Foundation · Hands-on time: ~25 minutes
The first month sets an engineer's defaults for years, and there's now a new default to set: how they work with AI on your codebase, under your policy, with your review standards. Hires arrive with wildly different AI habits — some prompt fluently but never verify, some distrust the tools entirely, some used agents at their last job with more autonomy than you allow. Leaving AI onboarding to osmosis means each hire inherits the habits of whoever sits nearest. A generated, tailored plan costs twenty-five minutes and makes the ramp measurable; putting the AI stack in week one makes the habits deliberate.
Gather the inputs that make it this hire's plan. Five things: the role and level, the first real project they'll touch, your team's AI policy (pb-25) and review standards for AI-generated code (pb-27 in this track), the tool stack with account/access steps, and the name of their onboarding buddy. Thin inputs produce a generic plan; this step is most of the work.
Generate the plan with the AI-stack track built into week one.
Create a 30-60-90 onboarding plan. Inputs:
- Hire: [ROLE, LEVEL, START DATE, relevant background]
- First project: [WHAT + the team context they'll need]
- Team AI policy summary: [APPROVED TOOLS, data rules,
review gates, disclosure norms]
- Stack: [REPOS, CI, observability, docs system, internal
RAG/docs assistant if any]
- Buddy: [NAME]
Requirements:
1. WEEK ONE includes an explicit AI-stack track: accounts
provisioned for [TOOLS]; read and acknowledge the AI
policy; set up the repo's context files (CLAUDE.md /
rules files); one supervised session using AI on a real
but low-stakes task WITH the buddy reviewing both the
prompts and the verification steps.
2. Verification habits are a named skill with practice
reps: every AI-assisted change in month one gets a
written "how I verified this" note in the PR.
3. Each phase (30/60/90) has 3-5 outcomes stated as
observable deliverables, not activities. Include the
social ramp: named people to meet and why.
4. Include a buddy checklist and a manager checkpoint
agenda at day 30, 60, 90.
Format: one page per phase, skimmable.
Check the plan's shape before it ships. Good week-one output looks like:
WEEK 1 — AI-STACK TRACK (alongside codebase setup)
□ Accounts: Copilot seat, Claude workspace — day 1 (IT ticket
pre-filed by buddy)
□ Read AI policy; 30-min walkthrough with [BUDDY] — day 2
□ Tour the repo's CLAUDE.md: what context we give the model
and why; add one improvement you noticed — day 3
□ Supervised session: fix a good-first-issue using AI; buddy
reviews prompts, output, and your verification — day 4
□ First PR includes "how I verified" note — day 5
The tells of a good plan: dates, owners, artifacts ("add one improvement to CLAUDE.md" beats "learn our AI setup"), and verification practiced on real work, not a sandbox.
Wire in the internal-docs assistant as the self-serve layer. If you run an internal RAG assistant over your docs, week one includes using it as the first stop for "how does X work here" questions — with the honest caveat the hire needs on day one: the assistant is a map, not the territory; stale answers get reported (a great first contribution), and anything load-bearing gets confirmed against the source doc or a human. Learning to calibrate trust in internal AI is itself a verification rep.
Run the checkpoints and feed the plan back. At each 30/60/90 checkpoint, review outcomes against the plan — including the AI-habit outcomes: are their verification notes substantive? Are they using AI where it helps and skipping it where it doesn't? Then harvest the fresh-eyes value: every confusion the hire hit is an onboarding-plan bug; fold the fixes into the template so the next generation costs ten minutes, not twenty-five.
Onboarding plans contain a named individual's background, ramp expectations, and checkpoint assessments — draft them in your approved AI tenant, keep checkpoint notes factual and in your performance-notes system rather than in AI chat history, and never include the hire's interview performance or compensation in any prompt.
Onboarding is where AI habits are set, so set them on purpose: accounts on day one, policy walked through by a human, context files toured like architecture, and verification practiced as a named skill on real work — because the habits your hire has at day 90 are the ones your codebase lives with at year three.