# Onboard a teammate into an active project

Illustrative planning brief; no automatic product import.

Illustrative case: a new teammate joins a reporting project. They need approved test access, a map of the current workflow and a small reviewable change.

## Decision

Consider project onboarding complete after the teammate can explain the workflow and deliver the agreed first change.

## Owned work

- Understand the current workflow
  - Owner role: Project mentor
  - Acceptance evidence: The teammate summarizes the reporting path and identifies its review owner.
- Check approved access
  - Owner role: Access coordinator
  - Acceptance evidence: The teammate confirms access to the required test tools through normal organization procedures.
- Deliver the first change
  - Owner role: New teammate
  - Acceptance evidence: A small label correction is reviewed with evidence and an explanation of the affected screen.

## Workflow

1. Choose the first contribution before compiling a large reading list.
2. Give only the context and approved access needed for that contribution.
3. Review the contribution and ask which missing context slowed the work.

## Judgment

Keep access approval outside a planning worksheet. Never put passwords or production credentials in downloaded briefs.


## Filled illustrative decision

The new teammate opens the approved test workspace, explains how a report request reaches review, and submits a small label correction. The reviewer accepts the correction and notes one open question about export filters. Onboarding is complete for the agreed first workflow; broader product knowledge remains a learning task.


## Workflow questions

### What should the first task be?

Something bounded with a clear reviewer, such as a small correction. Avoid a task blocked by multiple unfamiliar systems.

### How is this different from employee onboarding?

This plan covers one active project and a first contribution. HR, payroll and company-wide compliance are outside its scope.

## Product connection

Use the first bounded task as the onboarding checkpoint alongside the project context your TeamBoostAI account provides.

Confirm account availability before adopting this manual outline.