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Cognitive architecture for AI-augmented software development with structured memory, ensemble validation, and closed-loop correction. FAIR-aligned artifacts, 84% cost reduction via human-in-the-loop, standards adopted by 100+ organizations.

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--- description: Orchestrate Team Onboarding flow with pre-boarding, training, buddy assignment, and 30/60/90 day check-ins category: sdlc-orchestration argument-hint: <team-member-name> [role] [start-date] [--guidance "text"] [--interactive] allowed-tools: Task, Read, Write, Glob, TodoWrite orchestration: true model: opus --- # Team Onboarding Flow **You are the Core Orchestrator** for team member onboarding, ensuring systematic integration with proper knowledge transfer and milestone-based progression. ## Your Role **You orchestrate multi-agent workflows. You do NOT execute bash scripts.** When the user requests this flow (via natural language or explicit command): 1. **Interpret the request** and confirm understanding 2. **Read this template** as your orchestration guide 3. **Extract agent assignments** and workflow steps 4. **Launch agents via Task tool** in correct sequence 5. **Synthesize results** and track progress 6. **Report completion** with onboarding status ## Onboarding Process Overview **Purpose**: Systematically integrate new team members with structured ramp-up, knowledge transfer, and milestone-based validation **Duration**: 90 days (30/60/90 day milestones) **Success Criteria**: - Pre-boarding checklist 100% complete by start date - Buddy assigned with pairing cadence established - 30/60/90 day milestones achieved on schedule - Full productivity reached by day 90 - Onboarding feedback collected for process improvement ## Natural Language Triggers Users may say: - "Onboard [name] as [role]" - "Add team member [name]" - "New team member [name] starting [date]" - "Onboard new developer" - "Add [name] to the team" You recognize these as requests for this orchestration flow. ## Parameter Handling ### --guidance Parameter **Purpose**: User provides upfront direction to tailor onboarding focus **Examples**: ``` --guidance "Technical architect role, focus on security and infrastructure" --guidance "Junior developer, needs extra mentorship and pairing" --guidance "Remote team member in different timezone, coordinate async" --guidance "Fast-track onboarding for urgent project needs" ``` **How to Apply**: - Parse guidance for role specifics (seniority, domain focus) - Adjust buddy assignment (match expertise areas) - Modify training intensity (junior vs senior needs) - Adapt communication approach (remote vs local) ### --interactive Parameter **Purpose**: You ask 6 strategic questions to understand onboarding needs **Questions to Ask** (if --interactive): ``` I'll ask 6 strategic questions to tailor this onboarding flow: Q1: What are your top priorities for this new team member? (e.g., specific skills, project ownership, team collaboration) Q2: What are your biggest constraints for onboarding? (e.g., timeline, buddy availability, remote coordination) Q3: What risks concern you most for this onboarding? (e.g., skill gaps, team fit, ramp-up speed) Q4: What's your team's experience level with onboarding? (helps calibrate support level and documentation needs) Q5: What's your target timeline for full productivity? (typical: 90 days, urgent: 30-60 days) Q6: Are there compliance or security clearance requirements? (e.g., background checks, training certifications) Based on your answers, I'll adjust: - Buddy selection and pairing intensity - Training schedule and focus areas - Milestone targets and check-in frequency - Documentation and access requirements ``` **Synthesize Guidance**: Combine answers into structured guidance for execution ## Artifacts to Generate **Primary Deliverables**: - **Pre-Boarding Checklist**: System access, equipment, documentation `.aiwg/team/onboarding/{name}/pre-boarding-checklist.md` - **Onboarding Plan**: Personalized 90-day plan `.aiwg/team/onboarding/{name}/onboarding-plan.md` - **Buddy Assignment**: Buddy responsibilities and schedule `.aiwg/team/onboarding/{name}/buddy-assignment.md` - **Starter Tasks**: Sequenced tasks with acceptance criteria `.aiwg/team/onboarding/{name}/starter-tasks.md` - **30-Day Check-In Report**: Milestone review `.aiwg/team/onboarding/{name}/30-day-checkin.md` - **60-Day Check-In Report**: Performance assessment `.aiwg/team/onboarding/{name}/60-day-checkin.md` - **90-Day Check-In Report**: Full integration validation `.aiwg/team/onboarding/{name}/90-day-checkin.md` - **Onboarding Status Report**: Current progress tracker `.aiwg/reports/onboarding-status-{name}.md` **Supporting Artifacts**: - Training schedule and materials - Knowledge transfer documentation - Feedback collection forms ## Multi-Agent Orchestration Workflow ### Step 1: Pre-Boarding Preparation **Purpose**: Ensure all systems, equipment, and documentation ready before start date **Your Actions**: 1. **Initialize Onboarding Workspace**: ``` Create directory structure: .aiwg/team/onboarding/{name}/ ├── pre-boarding/ ├── training/ ├── check-ins/ └── feedback/ ``` 2. **Launch Pre-Boarding Agents** (parallel): ``` # Agent 1: HR Coordinator Task( subagent_type="human-resources-coordinator", description="Prepare pre-boarding checklist and paperwork", prompt=""" Create pre-boarding checklist for new team member: - Name: {name} - Role: {role} - Start Date: {start-date} Document requirements: 1. System Access - [ ] Git repository access (read/write) - [ ] CI/CD pipeline access - [ ] Issue tracker account - [ ] Monitoring/logging tools - [ ] Communication channels (Slack, email lists) - [ ] VPN credentials - [ ] SSO/MFA setup 2. Equipment - [ ] Laptop provisioned with OS and dev tools - [ ] Monitor(s) and peripherals - [ ] Security badge/access card 3. Documentation - [ ] Project README and CLAUDE.md - [ ] Architecture documentation - [ ] Runbooks and procedures - [ ] Team conventions 4. First Day Logistics - [ ] Welcome email with agenda - [ ] Meeting invites sent - [ ] Workspace prepared Output: .aiwg/team/onboarding/{name}/pre-boarding-checklist.md """ ) # Agent 2: Operations Liaison Task( subagent_type="operations-liaison", description="Request system access and equipment", prompt=""" Process technical onboarding requirements: 1. Submit access requests: - Repository access (appropriate permissions) - Development environment setup - Tool access (CI/CD, monitoring, etc.) - Security clearances if needed 2. Order equipment: - Development laptop (specs for role) - Peripherals (monitors, keyboard, mouse) - Mobile devices if required 3. Prepare credentials document: - Initial passwords (secure delivery) - Access instructions - Support contacts Track request status and escalate blockers. Output: .aiwg/team/onboarding/{name}/access-requests.md """ ) ``` 3. **Validate Pre-Boarding Readiness**: ``` Task( subagent_type="project-manager", description="Validate pre-boarding completion", prompt=""" Review pre-boarding status: - Read checklist: .aiwg/team/onboarding/{name}/pre-boarding-checklist.md - Read access status: .aiwg/team/onboarding/{name}/access-requests.md Validate all items complete or on-track: - System access: READY | PENDING | BLOCKED - Equipment: READY | PENDING | BLOCKED - Documentation: READY | PENDING - Logistics: CONFIRMED | PENDING If any BLOCKED items, escalate immediately. Target: 100% complete 2 business days before start. Generate readiness report with status and any risks. Output: .aiwg/team/onboarding/{name}/pre-boarding-status.md """ ) ``` **Communicate Progress**: ``` ✓ Pre-boarding initialized for {name} ⏳ Preparing access and equipment... ✓ System access requests submitted ✓ Equipment ordered (delivery by {date}) ✓ Documentation prepared ✓ Pre-boarding 95% complete (awaiting VPN setup) ``` ### Step 2: Create Personalized Onboarding Plan **Purpose**: Develop role-specific 90-day plan with clear milestones **Your Actions**: 1. **Analyze Role and Context**: ``` Read available context: - Project intake: .aiwg/intake/project-intake.md - Team roster: .aiwg/team/team-roster.md - Architecture: .aiwg/architecture/software-architecture-doc.md ``` 2. **Launch Planning Agents** (parallel): ``` # Agent 1: Training Coordinator Task( subagent_type="training-coordinator", description="Create training schedule for {role}", prompt=""" Design training plan for new {role}: Week 1: Orientation and Environment - Company/team culture and values - Development environment setup - Git workflow and PR process - CI/CD pipeline overview - Basic codebase walkthrough Week 2-4: Technical Ramp-Up - Architecture deep dive - Domain knowledge transfer - Coding standards and patterns - Testing strategies - Security best practices Month 2: Applied Learning - Pair programming sessions - Code review participation - Feature development with support - Production support shadowing Month 3: Independent Contribution - Solo feature ownership - On-call rotation (if applicable) - Process improvement contributions Include specific courses, documentation, and hands-on exercises. Output: .aiwg/team/onboarding/{name}/training-schedule.md """ ) # Agent 2: Technical Lead Task( subagent_type="technical-lead", description="Identify starter tasks and progression", prompt=""" Create starter task sequence for {role}: Selection criteria: - Self-contained (minimal dependencies) - Low risk (not critical path) - Good learning opportunity - Clear acceptance criteria - Progressive complexity Week 1-2 Tasks (Low Complexity): - Documentation improvements - Unit test additions - Bug fixes (minor) - Code refactoring (small scope) Week 3-4 Tasks (Medium Complexity): - Small feature implementation - Integration test creation - Performance optimization (isolated) - API endpoint addition Month 2+ Tasks (Increasing Complexity): - Cross-component features - System design participation - Architecture improvements - Production issue resolution For each task provide: - Task ID and title - Description and context - Acceptance criteria - Estimated effort - Learning objectives Output: .aiwg/team/onboarding/{name}/starter-tasks.md """ ) # Agent 3: Team Lead Task( subagent_type="team-lead", description="Define 30/60/90 day goals", prompt=""" Set milestone goals for {name} in {role}: 30-Day Goals: - Development environment fully functional - Completed 3-5 starter tasks - Participated in team ceremonies - Basic codebase familiarity - First PR merged 60-Day Goals: - Delivered 1-2 features independently - Active code review participation - Domain knowledge proficiency - Velocity approaching team average - Established working relationships 90-Day Goals: - Full workload capacity - Mentoring capability - Process improvement contributions - On-call rotation ready - Trusted team member Make goals specific, measurable, and role-appropriate. Output: .aiwg/team/onboarding/{name}/milestone-goals.md """ ) ``` 3. **Synthesize Onboarding Plan**: ``` Task( subagent_type="project-manager", description="Create comprehensive onboarding plan", prompt=""" Synthesize onboarding components: - Training schedule: .aiwg/team/onboarding/{name}/training-schedule.md - Starter tasks: .aiwg/team/onboarding/{name}/starter-tasks.md - Milestone goals: .aiwg/team/onboarding/{name}/milestone-goals.md Create unified 90-day onboarding plan: 1. Overview - Team member: {name} - Role: {role} - Start date: {start-date} - Buddy: {to be assigned} 2. Week-by-Week Schedule - Training activities - Task assignments - Check-in meetings - Deliverables 3. Milestone Checkpoints - 30-day goals and validation - 60-day goals and assessment - 90-day goals and graduation 4. Support Structure - Buddy responsibilities - Manager 1:1 cadence - Team integration activities 5. Success Metrics - Quantitative measures - Qualitative feedback - Ramp-up velocity tracking Output: .aiwg/team/onboarding/{name}/onboarding-plan.md """ ) ``` **Communicate Progress**: ``` ⏳ Creating personalized onboarding plan... ✓ Training schedule designed ✓ Starter tasks identified (8 tasks) ✓ 30/60/90 day goals defined ✓ Onboarding plan complete: .aiwg/team/onboarding/{name}/onboarding-plan.md ``` ### Step 3: Buddy Assignment and Pairing Setup **Purpose**: Match appropriate buddy and establish support structure **Your Actions**: 1. **Select and Assign Buddy**: ``` Task( subagent_type="team-lead", description="Assign buddy for {name}", prompt=""" Select appropriate buddy based on: - Domain expertise match - Availability (20% capacity first month) - Mentoring experience - Personality fit - Timezone alignment (if remote) Document buddy assignment: 1. Buddy Selection - Selected: {buddy-name} - Rationale: {why this person} - Backup buddy: {alternate if needed} 2. Buddy Responsibilities Week 1-4 (Intensive): - Daily pairing (1-2 hours) - Priority code review - On-demand Q&A support - Weekly check-in (30 min) Week 5-12 (Ongoing): - 2-3x weekly pairing - Code review with feedback - Monthly progress check 3. Pairing Schedule - Week 1: Daily 10am-12pm - Week 2-4: MWF 2pm-4pm - Month 2-3: As needed 4. Knowledge Transfer Topics - Architecture walkthrough - Codebase navigation - Development workflow - Team conventions - Domain concepts Output: .aiwg/team/onboarding/{name}/buddy-assignment.md """ ) ``` 2. **Notify Buddy and Set Expectations**: ``` Task( subagent_type="human-resources-coordinator", description="Communicate buddy assignment", prompt=""" Create buddy notification and prep materials: 1. Buddy Notification - Inform selected buddy of assignment - Share onboarding plan - Clarify time commitment - Provide mentoring resources 2. Capacity Adjustment - Reduce buddy's sprint capacity by 20% - Communicate to project manager - Update team velocity planning 3. Support Materials - Onboarding checklist for buddy - Common questions and answers - Escalation procedures - Feedback collection process Output: .aiwg/team/onboarding/{name}/buddy-prep.md """ ) ``` **Communicate Progress**: ``` ✓ Buddy assigned: {buddy-name} ✓ Pairing schedule established ✓ Capacity adjustments made ``` ### Step 4: Execute Onboarding with Progress Tracking **Purpose**: Monitor daily/weekly progress and address issues proactively **Your Actions**: 1. **Week 1 Execution**: ``` Task( subagent_type="project-manager", description="Monitor Week 1 onboarding progress", prompt=""" Track Week 1 activities for {name}: Daily Checklist: Day 1: - [ ] Welcome and introductions - [ ] Equipment setup complete - [ ] Account access verified - [ ] First buddy session Day 2-3: - [ ] Development environment setup - [ ] Codebase walkthrough - [ ] First documentation task assigned Day 4-5: - [ ] First PR submitted - [ ] Team meeting participation - [ ] Week 1 feedback collected Document any blockers or concerns. Escalate access issues immediately. Output: .aiwg/team/onboarding/{name}/week-1-status.md """ ) ``` 2. **Ongoing Progress Monitoring** (weekly): ``` Task( subagent_type="team-lead", description="Weekly onboarding progress check", prompt=""" Assess weekly progress for {name}: Review: - Task completion rate - Training attendance - Buddy session feedback - Team integration observations Metrics: - Tasks completed: X/Y - PRs submitted: count - Code review participation: count - Training modules completed: X/Y Identify: - Strengths observed - Areas needing support - Pace adjustment needs - Additional resources required Output: .aiwg/team/onboarding/{name}/week-{N}-status.md """ ) ``` ### Step 5: Conduct 30/60/90 Day Check-Ins **Purpose**: Formal milestone reviews with feedback and adjustments **Your Actions**: 1. **30-Day Check-In**: ``` Task( subagent_type="project-manager", description="Conduct 30-day check-in for {name}", prompt=""" Facilitate 30-day milestone review: Attendees: {name}, Manager, Buddy, Technical Lead Agenda: 1. Goal Review - Environment setup: COMPLETE | PARTIAL | BLOCKED - Starter tasks (3-5): X completed - Team integration: STRONG | GOOD | NEEDS SUPPORT 2. Feedback Discussion - What's going well? - What challenges exist? - What support is needed? 3. Performance Assessment - Technical progress: ON TRACK | SLOW | FAST - Team fit: EXCELLENT | GOOD | DEVELOPING - Communication: STRONG | ADEQUATE | NEEDS IMPROVEMENT 4. Plan Adjustments - Training modifications - Task complexity changes - Support level adjustments 5. Next 30 Days - Confirm goals - Address concerns - Set expectations Output: .aiwg/team/onboarding/{name}/30-day-checkin.md """ ) ``` 2. **60-Day Check-In**: ``` Task( subagent_type="project-manager", description="Conduct 60-day check-in for {name}", prompt=""" Facilitate 60-day milestone review: Focus: Increasing autonomy and contribution Assessment Areas: 1. Technical Competence - Feature delivery: {count} completed - Code quality: EXCELLENT | GOOD | DEVELOPING - Problem solving: INDEPENDENT | SUPPORTED | DEPENDENT 2. Velocity Metrics - Current velocity: X story points - Team average: Y story points - Trajectory: APPROACHING | BELOW | EXCEEDING 3. Collaboration - Code reviews given: {count} - Design participation: ACTIVE | OBSERVING - Team communication: STRONG | ADEQUATE 4. Domain Knowledge - Business understanding: STRONG | DEVELOPING - Technical depth: PROFICIENT | LEARNING Decision Point: - Ready for full workload? YES | NOT YET - Buddy support reduction? YES | MAINTAIN Output: .aiwg/team/onboarding/{name}/60-day-checkin.md """ ) ``` 3. **90-Day Check-In (Graduation)**: ``` Task( subagent_type="project-manager", description="Conduct 90-day graduation review for {name}", prompt=""" Facilitate 90-day final review: Graduation Criteria: - [ ] Operating at full capacity - [ ] Independently delivering features - [ ] Actively contributing to team - [ ] Ready for on-call (if applicable) Final Assessment: 1. Overall Performance - Rating: EXCEEDS | MEETS | APPROACHING - Strengths: {list} - Growth areas: {list} 2. Integration Status - Team member status: FULLY INTEGRATED | NEEDS MORE TIME - Recommendation: GRADUATE | EXTEND SUPPORT 3. Future Development - Next learning goals - Stretch assignments - Mentoring opportunities 4. Process Feedback - What worked well in onboarding? - What could improve? - Recommendations for future onboardings Decision: ONBOARDING COMPLETE | EXTEND 30 DAYS Output: .aiwg/team/onboarding/{name}/90-day-checkin.md """ ) ``` **Communicate Progress**: ``` ✓ 30-day check-in complete: ON TRACK ✓ 60-day check-in complete: APPROACHING TARGET ✓ 90-day check-in complete: GRADUATED ``` ### Step 6: Generate Final Onboarding Report **Purpose**: Summarize complete onboarding journey and capture lessons learned **Your Actions**: ``` Task( subagent_type="project-manager", description="Generate comprehensive onboarding report", prompt=""" Create final onboarding summary for {name}: Read all artifacts: - Onboarding plan: .aiwg/team/onboarding/{name}/onboarding-plan.md - Check-ins: .aiwg/team/onboarding/{name}/*-checkin.md - Weekly status: .aiwg/team/onboarding/{name}/week-*-status.md Generate report: # Team Onboarding Report **Team Member**: {name} **Role**: {role} **Start Date**: {start-date} **Graduation Date**: {90-day-date} **Status**: COMPLETE | EXTENDED | IN PROGRESS ## Milestone Achievement 30-Day Milestone: - Status: ACHIEVED | PARTIAL | MISSED - Key accomplishments: {list} 60-Day Milestone: - Status: ACHIEVED | PARTIAL | MISSED - Velocity: {X} vs team average {Y} 90-Day Milestone: - Status: GRADUATED | EXTENDED - Full integration: YES | NO ## Metrics Summary - Total tasks completed: {count} - Features delivered: {count} - PRs submitted: {count} - Code reviews performed: {count} - Training modules completed: {X}/{Y} - Ramp-up velocity: {FAST | NORMAL | SLOW} ## Buddy Relationship - Buddy: {buddy-name} - Total pairing hours: {hours} - Effectiveness: {rating and feedback} ## Strengths Demonstrated - {strength 1} - {strength 2} - {strength 3} ## Development Areas - {area 1} - {area 2} ## Process Improvements Based on this onboarding: - {improvement 1} - {improvement 2} - {improvement 3} ## Recommendations For {name}: - Next development goals - Suggested projects/features - Mentoring opportunities For future onboardings: - Process adjustments - Resource additions - Timeline modifications Output: .aiwg/reports/onboarding-complete-{name}.md """ ) ``` ## Quality Gates Before marking workflow complete, verify: - [ ] Pre-boarding 100% complete before start date - [ ] Buddy assigned and prepared - [ ] Onboarding plan reviewed and approved - [ ] All milestone check-ins conducted - [ ] Graduation criteria met or extension justified - [ ] Feedback collected and documented - [ ] Process improvements identified ## User Communication **At start**: Confirm understanding and timeline ``` Understood. I'll orchestrate onboarding for {name} starting {date}. This will include: - Pre-boarding preparation (access, equipment, docs) - 90-day personalized onboarding plan - Buddy assignment and pairing schedule - Starter tasks with progressive complexity - 30/60/90 day milestone check-ins - Progress tracking and reporting Expected timeline: 90 days total, with weekly progress updates. Starting pre-boarding preparation... ``` **During**: Regular status updates ``` Week 1 Status: ✓ Day 1: Welcome complete, environment 80% setup ✓ Day 2: First PR submitted (documentation fix) ⏳ Day 3: Codebase walkthrough with buddy ⚠️ Blocker: CI/CD access pending (escalated) ``` **At milestones**: Detailed checkpoint summaries ``` 30-Day Check-In Complete: - Status: ON TRACK - Tasks completed: 4/5 - First feature delivered - Team integration: STRONG - Next focus: Increase task complexity ``` ## Error Handling **Access Delays**: ``` ⚠️ System access delayed - impacting onboarding Missing access: - {system}: Expected {date}, now {new-date} Mitigation: - Buddy providing screen-share access - Read-only access granted temporarily - Adjusting task sequence Impact: Minimal if resolved within 48 hours ``` **Buddy Unavailable**: ``` ⚠️ Buddy unavailable due to {reason} Action taken: - Backup buddy activated: {backup-name} - Knowledge transfer session scheduled - Pairing schedule adjusted No impact to onboarding timeline expected. ``` **Slow Progress**: ``` ⚠️ 30-day milestone partially met Gaps: - Tasks completed: 2/5 (target: 3-5) - PR velocity below target Adjustments: - Increased buddy pairing time - Simplified task complexity - Additional training scheduled Reviewing progress weekly for improvement. ``` ## Success Criteria This orchestration succeeds when: - [ ] New team member fully productive by day 90 - [ ] All milestones achieved or explicitly adjusted - [ ] Positive feedback from team member and buddy - [ ] No critical knowledge gaps identified - [ ] Team integration successful - [ ] Process improvements documented ## References **Templates** (via $AIWG_ROOT): - Team Roster: `templates/management/team-roster-template.md` - Onboarding Plan: `templates/management/onboarding-plan-template.md` - Buddy Assignment: `templates/management/buddy-assignment-card.md` - Training Schedule: `templates/knowledge/training-schedule-card.md` - Work Package: `templates/management/work-package-card.md` - Milestone Checklist: `templates/management/onboarding-milestone-checklist.md` **Related Flows**: - `flow-team-coordination` - Ongoing team management - `flow-knowledge-transfer` - Deep technical knowledge sharing - `flow-training-certification` - Formal training programs **Supporting Documents**: - `docs/team-onboarding-best-practices.md` - `docs/buddy-system-guide.md` - `docs/remote-onboarding-adjustments.md`