What is the purpose of this onboarding checklist?

This checklist is designed to guide dental practices through the onboarding process for new employees, ensuring they receive necessary training, understand compliance requirements, and are properly integrated into the team. It serves as a reference point to ensure consistency and completeness in onboarding all new hires.

Who is this checklist for?

This checklist is primarily for dental practice managers, office administrators, and training coordinators responsible for onboarding new dental employees, including dental assistants, hygienists, receptionists, and other support staff.

What kind of training is covered in this checklist?

The checklist covers a range of training areas, including but not limited to HIPAA compliance, infection control protocols, safety procedures, software training (practice management and imaging), and role-specific tasks. It also includes a section for individualized training needs.

What does 'compliance' refer to in this checklist?

'Compliance' refers to adherence to legal and regulatory requirements applicable to dental practices, such as HIPAA (patient privacy), OSHA (workplace safety), and state-specific dental board regulations. It also includes adherence to practice policies.

Is this checklist customizable?

Yes, the template is designed to be customizable. You can add, remove, or modify items to align with your practice's specific needs, policies, and software systems. We encourage you to tailor it to your unique environment.

What if my new employee has prior experience? Do I still need to use the checklist?

While prior experience is valuable, it's still recommended to utilize the checklist. It ensures a baseline understanding of your practice's specific protocols, systems, and culture. You may be able to shorten certain training segments based on the employee's existing skillset.

How should I track completion of items on the checklist?

The checklist includes spaces for signatures and dates to document completion. Consider using a digital platform or spreadsheet to track progress and ensure accountability. Regular follow-up is essential.

What is the best way to use the 'Individualized Training Needs' section?

This section is for documenting any specific skills or knowledge a new employee needs to develop. It allows you to create a personalized training plan to address those needs and ensure they are fully prepared for their role.

How often should I review and update this checklist?

It's recommended to review and update the checklist at least annually or whenever there are significant changes in regulations, software, or practice policies.

Window Display Change-Out Checklist (Seasonal/Monthly) | Retail Templates

Planning & Preparation

NaN of 7

Initial steps and gathering of materials before the physical change-out.

Scheduled Change-Out Date

Scheduled Start Time

0:00

0:15

0:30

0:45

1:00

1:15

1:30

1:45

2:00

2:15

2:30

2:45

3:00

3:15

3:30

3:45

4:00

4:15

4:30

4:45

5:00

5:15

5:30

5:45

6:00

6:15

6:30

6:45

7:00

7:15

7:30

7:45

8:00

8:15

8:30

8:45

9:00

9:15

9:30

9:45

10:00

10:15

10:30

10:45

11:00

11:15

11:30

11:45

12:00

12:15

12:30

12:45

13:00

13:15

13:30

13:45

14:00

14:15

14:30

14:45

15:00

15:15

15:30

15:45

16:00

16:15

16:30

16:45

17:00

17:15

17:30

17:45

18:00

18:15

18:30

18:45

19:00

19:15

19:30

19:45

20:00

20:15

20:30

20:45

21:00

21:15

21:30

21:45

22:00

22:15

22:30

22:45

23:00

23:15

23:30

23:45

Display Concept/Brief Description

Concept Board/Mood Board (if applicable)

Estimated Labor Hours Required

Display Theme/Season

Spring

Summer

Autumn/Fall

Winter

Holiday (Specify)

Specific Instructions/Notes for Team

Required Props/Materials (Check all that apply)

Mannequins

Signage

Lighting

Props (Specify in notes)

Plants/Floral

Hardware (Hooks, Stands, etc.)

De-Installation & Inventory

NaN of 7

Removing existing displays and documenting what's being removed.

Items Removed From Window Display

Mannequins

Props

Signage

Fixtures (e.g., tables, shelves)

Lighting

Window Graphics/Decals

Other (Specify in LONG_TEXT)

If 'Other' was selected above, please specify:

Quantity of Mannequins Removed:

Quantity of Props Removed:

Photo of Display Before De-Installation:

Condition of Items Removed (e.g., damaged, reusable, scrap):

Storage Location of Removed Items:

Back Stock Room

Repair Area

Offsite Storage

Staff Member Performing De-Installation:

Cleaning & Repair

NaN of 7

Cleaning existing or new props, mannequins, or surfaces.

Describe condition of existing props/mannequins needing repair (e.g., scratches, tears, loose parts).

What cleaning tasks are required?

Dusting

Vacuuming

Washing (with appropriate cleaner)

Polishing

Spot Cleaning

Deep Cleaning

Quantity of mannequin heads requiring cleaning/repair.

Details of any repairs made (e.g., patched tear, tightened screw).

Upload photos of any damage before repair (for documentation).

Record any missing parts or needed replacements.

Cleaning Supplies Used:

All-Purpose Cleaner

Glass Cleaner

Wood Polish

Specialized Cleaner (specify)

New Display Assembly & Placement

NaN of 7

Building and positioning new display elements.

Starting Location of New Display Components

Quantity of Mannequins to Position

Mannequin Poses (Select all that apply)

Standing

Sitting

Dynamic

Interactive

Number of Product Units Displayed per Mannequin/Fixture

Notes on Mannequin/Fixture Placement & Adjustments

Overall Display Height (Approximate)

Low (Under 1.5m)

Medium (1.5m - 2.5m)

High (Over 2.5m)

Detailed Instructions for Prop/Fixture Assembly (if applicable)

Finishing Touches & Styling

NaN of 7

Final adjustments to aesthetics and presentation.

Mannequin Posing & Clothing Adjustments?

Yes - Check All

No - Not Required

Partial - Minor Adjustments Needed

Number of Product Adjustments/Refocusing Needed?

Check all that apply: Lighting Adjustments Required?

Brightness

Color Temperature

Direction

Focus

None Required

Note any specific styling concerns or adjustments:

Signage/Pricing Clearly Visible & Correct?

Yes

No - Needs Correction

Describe final adjustments made to the window styling:

Overall Window Appearance - Satisfactory?

Yes

No - Further Review Needed

Photography & Documentation

NaN of 7

Capturing images/videos of the new display for marketing & records.

Overall Display Photo (Wide Shot)

Detail Shot 1 - Key Product Focus

Detail Shot 2 - Styling Element Focus

Number of Photos Taken

Brief Description of the Display Theme/Story

Social Media Platforms Used (if applicable)

Instagram

Facebook

TikTok

Other

Date of Photo Capture

Time of Photo Capture

0:00

0:15

0:30

0:45

1:00

1:15

1:30

1:45

2:00

2:15

2:30

2:45

3:00

3:15

3:30

3:45

4:00

4:15

4:30

4:45

5:00

5:15

5:30

5:45

6:00

6:15

6:30

6:45

7:00

7:15

7:30

7:45

8:00

8:15

8:30

8:45

9:00

9:15

9:30

9:45

10:00

10:15

10:30

10:45

11:00

11:15

11:30

11:45

12:00

12:15

12:30

12:45

13:00

13:15

13:30

13:45

14:00

14:15

14:30

14:45

15:00

15:15

15:30

15:45

16:00

16:15

16:30

16:45

17:00

17:15

17:30

17:45

18:00

18:15

18:30

18:45

19:00

19:15

19:30

19:45

20:00

20:15

20:30

20:45

21:00

21:15

21:30

21:45

22:00

22:15

22:30

22:45

23:00

23:15

23:30

23:45

Post-Change-Out & Maintenance

NaN of 7

Tasks to ensure the display remains in good condition and identify areas for improvement.

Next Scheduled Maintenance Date

Estimated Bulb/Battery Replacement Time (Hours)

Notes on Display Stability/Potential Issues

Maintenance Tasks Completed (Check all that apply)

Dusting/Cleaning

Tighten Fittings

Check Lighting

Inspect for Damage

Adjust Mannequin Posing

Check Signage

Person Responsible for Future Maintenance

Any Damage Observed During Change-Out (to existing display or storefront)

Overall Display Condition (After Change-Out)

Excellent

Good

Fair

Needs Attention

Window Display Change-Out Checklist (Seasonal/Monthly)

Planning & Preparation

Scheduled Change-Out Date

Scheduled Start Time

Display Concept/Brief Description

Concept Board/Mood Board (if applicable)

Estimated Labor Hours Required

Display Theme/Season

Specific Instructions/Notes for Team

Required Props/Materials (Check all that apply)

De-Installation & Inventory

Items Removed From Window Display

If 'Other' was selected above, please specify:

Quantity of Mannequins Removed:

Quantity of Props Removed:

Photo of Display Before De-Installation:

Condition of Items Removed (e.g., damaged, reusable, scrap):

Storage Location of Removed Items:

Staff Member Performing De-Installation:

Cleaning & Repair

Describe condition of existing props/mannequins needing repair (e.g., scratches, tears, loose parts).

What cleaning tasks are required?

Quantity of mannequin heads requiring cleaning/repair.

Details of any repairs made (e.g., patched tear, tightened screw).

Upload photos of any damage before repair (for documentation).

Record any missing parts or needed replacements.

Cleaning Supplies Used:

New Display Assembly & Placement

Starting Location of New Display Components

Quantity of Mannequins to Position

Mannequin Poses (Select all that apply)

Number of Product Units Displayed per Mannequin/Fixture

Notes on Mannequin/Fixture Placement & Adjustments

Overall Display Height (Approximate)

Detailed Instructions for Prop/Fixture Assembly (if applicable)

Finishing Touches & Styling

Mannequin Posing & Clothing Adjustments?

Number of Product Adjustments/Refocusing Needed?

Check all that apply: Lighting Adjustments Required?

Note any specific styling concerns or adjustments:

Signage/Pricing Clearly Visible & Correct?

Describe final adjustments made to the window styling:

Overall Window Appearance - Satisfactory?

Photography & Documentation

Overall Display Photo (Wide Shot)

Detail Shot 1 - Key Product Focus

Detail Shot 2 - Styling Element Focus

Number of Photos Taken

Brief Description of the Display Theme/Story

Social Media Platforms Used (if applicable)

Date of Photo Capture

Time of Photo Capture

Post-Change-Out & Maintenance

Next Scheduled Maintenance Date

Estimated Bulb/Battery Replacement Time (Hours)

Notes on Display Stability/Potential Issues

Maintenance Tasks Completed (Check all that apply)

Person Responsible for Future Maintenance

Any Damage Observed During Change-Out (to existing display or storefront)

Overall Display Condition (After Change-Out)

Retail Management Solution

Related Checklist Templates

Music Store Instrument Inventory Checklist Template

Pet Store Inventory Stock Level Checklist Template

Bookstore Inventory Reordering Checklist Template

Music Store Instrument Inventory Checklist

Furniture Store Inventory Damage Assessment Checklist

Pet Store Inventory Expiration Date Checklist

Bookstore Inventory Shrinkage Audit Checklist

Cart Corral Maintenance Checklist (Weekly)

Need help with Checklists?