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What is an employee onboarding proposal?
An employee onboarding proposal outlines your approach to improving or implementing a structured new hire experience. It typically covers onboarding design, key activities, timelines, content development, systems support, and integration planning.
This proposal helps align both sides on what a successful onboarding journey looks like — and how you’ll help deliver it.
A strong onboarding proposal helps you:
- Define the objectives of a great onboarding experience.
- Outline the tools, training, and processes you'll build or improve.
- Support faster ramp-up and improved retention.
- Show professionalism and attention to employee engagement.
Why use Cobrief to edit your proposal
Cobrief makes it easy to draft, review, and send polished onboarding proposals — with AI to support every section.
- Edit the proposal directly in your browser: No formatting or template setup needed.
- Rewrite sections with AI: Clarify your program design, simplify HR language, or fine-tune tone instantly.
- Run a one-click AI review: Get immediate suggestions to improve clarity or structure.
- Apply AI suggestions instantly: Accept edits individually or apply all improvements in one click.
- Share or export instantly: Send via Cobrief or download a clean PDF or DOCX file in seconds.
Build proposals that show your expertise — fast.
When to use this proposal
Use this employee onboarding proposal for:
- Designing a new onboarding program for growing teams.
- Improving first-day, first-week, or first-90-day processes.
- Standardizing onboarding across departments or locations.
- Creating onboarding documentation, checklists, and training content.
- Supporting HR tech implementation tied to onboarding workflows.
It works for both short-term design projects and longer advisory engagements.
What to include in an employee onboarding proposal
Each section helps your client understand how you’ll design and deliver a successful onboarding experience:
- Executive summary: Explain the onboarding challenges or goals and how your structured approach will help new hires feel confident, engaged, and productive faster.
- Scope of work: Define what’s included — onboarding audits, experience mapping, new hire checklists, manager guides, process docs, platform setup, content development, or training support.
- Approach and methodology: Outline your process (e.g., discovery, current-state assessment, experience design, pilot, rollout) and any frameworks you follow.
- Timeline: Break the engagement into phases — kickoff, content development, system setup, rollout, and feedback. Include milestones and deadlines.
- Pricing: Clearly present your fees — flat-fee, per milestone, or hourly. Include optional services like ongoing support or template packs.
- Terms and conditions: Cover scheduling, access to internal processes or people, confidentiality, and payment terms.
- Next steps: End with a clear call to action — like “Reply to confirm” or “Schedule a kickoff meeting.”
How to write an effective employee onboarding proposal
This proposal should feel structured, people-focused, and operationally sound:
- Lead with impact: Emphasize faster ramp-up, lower turnover, and improved culture fit.
- Be specific: Define what resources and outcomes you’ll deliver — not just the theory.
- Use real-world language: Avoid HR jargon and keep explanations clear and action-oriented.
- Share your experience: Mention relevant industries, team sizes, or systems you’ve worked with.
- Keep formatting clean: Use headers, bullet points, and short paragraphs.
- End with a simple next step: Help the client move forward with minimal friction.