Templates
Managed Service Provider
MSP Project Coordinator Onboarding
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MSP Project Coordinator Onboarding

1
Welcome Email to MSP Project Coordinator
2
Distribute Required Reading Materials
3
Scheduling Initial Onboarding Meeting
4
Introduction to Key team members
5
Computer and Software Setup
6
Access Granting to necessary systems/tools
7
Training on Company Policies
8
Training on MSP's specific Services and Procedures
9
Training on Project Management System
10
Shadowing Experienced Project Coordinators
11
First Task Assignment
12
Guidance on Communication with Stakeholders
13
Review progress
14
Approval: Manager on progress review
15
Arrange receiver for First Project Management
16
Guidance on Time Tracking and Updating Tasks
17
Participation in team meetings
18
End of first week Meeting with Manager
19
Approval: Manager on first week performance
20
Feedback and Next Steps Discussion