Development Environment Setup Checklist
Workstation Provisioning
IT pushes the standard golden image with FileVault or BitLocker pre-enabled, MDM enrolled (Jamf, Kandji, or Intune), and the engineer's hardware tier matching their stack — frontend gets the 16GB tier, backend/data gets 32GB+. Ship at least 3 business days before start so the engineer is not unboxing on Day 1.
Capture the OS the engineer will actually develop on. macOS is the default for most app teams; Linux (usually Ubuntu LTS) for platform/SRE; Windows + WSL2 for some .NET teams. The choice drives Docker setup and a few package-manager differences downstream.
Identity and SSO Access
SCIM provisioning should already have created the account; the engineer signs in, sets a strong password, and registers a hardware MFA token (YubiKey) plus a TOTP fallback. Phone-only MFA is not allowed for production access roles.
Print the Emergency Kit and store it offline; it is the only way back into the vault if the laptop is lost. Add the engineer to the team vaults appropriate to their role — never the production-credentials vault until the access review in the cloud section is done.
Confirm the device shows up in the MDM console as compliant: disk encrypted, screen-lock under 5 minutes, OS within one major version of current. SOC 2 auditors sample this evidence quarterly.
Core Developer Tooling
VS Code with the team workspace recommendations file, JetBrains (IntelliJ / GoLand / PyCharm) for backend Java/Go/Python teams, or Xcode for iOS. Sync the shared settings repo so linter, formatter, and editor config match what CI enforces — fixing whitespace in PRs is a tell that this step was skipped.
Use a version manager (mise, asdf, or rtx) so the engineer can match the .tool-versions file in each repo. Avoid system-wide brew install of Node/Python/Ruby — version drift from a global install is the #1 cause of "works on my machine" bugs in the first month.
Run the team Brewfile, apt manifest, or winget script. Includes git, gh, jq, ripgrep, fzf, direnv, and the deploy/observability CLIs. Keep the manifest in a repo so additions are reviewed rather than each engineer pasting brew commands from Slack.
Source Control Setup
Use Ed25519, not RSA-2048 — the Ed25519 keys are shorter and faster, and GitHub deprecated weak RSA in 2022. Paste the public key below; IT registers it in the GitHub org and enables SSO authorization for the key.
Set user.email to the corporate address (commits from personal emails do not count toward SSO-attributed contributions). Enable commit signing with the SSH key (git config gpg.format ssh) and turn on "Vigilant mode" in GitHub so unsigned commits are flagged.
Confirm the engineer is added to the right GitHub teams (CODEOWNERS depends on it) and the SAML/SSO authorization shows the key fingerprint. Without SSO authorization the SSH key works for personal repos but not org repos — a confusing failure mode on Day 2.
Repository Bootstrapping
Run the repo's bootstrap script (script/bootstrap, make setup, or equivalent) which pulls submodules, installs deps, and writes a .envrc template. If bootstrap takes more than 30 minutes on a new laptop, that is the bug — tag the platform team rather than waiting it out.
The pre-commit framework runs gitleaks (secrets), the team linter (eslint/rubocop/golangci-lint), and the formatter on staged files. Bypass with --no-verify is logged; do not make a habit of it. A secret committed to git history is rotated AND scrubbed with git-filter-repo, never just rotated.
Green local tests on the main branch are the contract that the environment is set up correctly. If anything fails, capture the failure output before debugging — it is usually a missing env var or a Docker container that did not start, not a real regression.
Local Services and Databases
Docker Desktop on macOS/Windows (license required for orgs over 250 employees), or rootless Docker / Podman on Linux. Allocate at least 4 CPUs and 8GB RAM to the VM — the default 2/2 is the reason "docker compose up" feels slow.
docker compose up -d brings up the team's standard service set. Pin to the same Postgres major version as production — a v15-vs-v16 mismatch hides migration bugs that only show up after deploy.
Run the seed script (rails db:seed, prisma db seed, or equivalent). Never copy production data into the local DB — even sanitized exports are a HIPAA/GDPR landmine. Use the synthetic fixtures the platform team maintains.
Cloud and Infrastructure Access
aws configure sso for the dev account; aws-vault stores credentials in the OS keychain instead of ~/.aws/credentials in plaintext. Test with aws sts get-caller-identity. Long-lived IAM access keys are not issued — auditors flag every one they find.
aws eks update-kubeconfig (or gcloud container clusters get-credentials). RBAC binds the engineer to the read-only dev namespace by default; production cluster access is a separate request with VP approval.
Most engineers do not need production cloud console access on Day 3 — it should be requested when the role actually requires it (on-call, platform team, data engineering). Capturing this here keeps the access review trail clean for SOC 2.
Open the access-request ticket with the business justification, the IAM permission set, and the manager + VP Engineering approvers. Production access is time-bound (90 days) and reviewed quarterly; break-glass-only console sessions are logged to the audit trail.
CI/CD and Build Tooling
Open the latest main-branch run, confirm the engineer can view logs and re-run failed jobs. Required status checks and branch protection on main are visible in repo settings — note them so the first PR does not surprise with a failed CODEOWNERS review.
Whether the team uses ArgoCD, Spinnaker, a homegrown CLI, or just gh workflow run, dry-run a staging deploy with --plan or --dry-run. The first real deploy should not be the first time the CLI is invoked.
Find the rollback runbook in the platform docs. Confirm it lists: previous container image tag retention, irreversible-migration policy, the one-line redeploy command, and the comms template for #engineering. A documented-but-untested rollback is the most common reason release nights go bad.
Observability and On-Call Setup
SSO into Datadog (or New Relic / Honeycomb) and bookmark the team's golden-signals dashboard — latency p50/p95/p99, traffic, error rate, saturation. In Sentry, subscribe to the team's project alerts so new error fingerprints page the right person.
Most engineers join an on-call rotation after 60-90 days, not Day 1. Capture whether this engineer's role includes on-call so PagerDuty enrollment and the shadow rotation are scheduled — or not.
Add to the PagerDuty schedule as a shadow for at least one full rotation cycle before holding the primary pager. Configure both push and SMS notifications, and test a synthetic page so the engineer knows what 3am wakes up sound like before it actually happens.
Cover SEV1/SEV2/SEV3 thresholds, the IC / comms-lead / scribe roles, the war-room channel pattern, and the blameless PIR commitment (filed within 5 business days of resolution). The runbook is what the engineer actually reads at 3am — not training slides.
Security and Compliance Baseline
Run fdesetup status on macOS or manage-bde -status on Windows; the recovery key escrows to MDM. This evidence is sampled in every SOC 2 Type II audit — "yes, encryption is on" is not enough; the audit trail is the screenshot from MDM.
Vanta / Drata / Secureframe pushes the training module; completion is tracked automatically. Required within the first 30 days for SOC 2 and again annually. Phishing simulation enrollment piggybacks on this step.
Covers customer data classification, where PII/PHI may live (firm-issued laptop and approved SaaS only — never personal email or personal cloud), and the breach-reporting expectation (within 24 hours to the security team, who handle the 72-hour GDPR notification clock).
Use this template in Manifestly
- Quality Assurance Checklist
- Prototype Review Checklist
- Requirement Gathering Checklist
- Sprint Planning Checklist
- Project Closure Checklist
- Employee Data Security Checklist
- Security Review Checklist
- Change Management Checklist
- Software Project Management Checklist
- Software Project Initiation Checklist
- Release Checklist
- New Engineer Onboarding Checklist
- Technical Debt Management Checklist
- User Acceptance Testing (UAT) Checklist
- Integration Testing Checklist
- Deployment Plan Checklist
- Performance Testing Checklist
- Release Planning Checklist
- Software Update Checklist
- Software Engineer Hiring Checklist
- Project Review and Retrospective Checklist
- Rollback Plan Checklist
- Automated Testing Checklist
- Incident Response Checklist
- System Testing Checklist
- Software Development Plan Checklist
- Refactoring Checklist
- API Development Checklist
- Database Design Checklist
- Performance Optimization Checklist
- Version Control Checklist
- Software Architecture Design Checklist
- Post-Deployment Testing Checklist
- Performance Monitoring Checklist
- Peer Review Onboarding Checklist
- Test Case Review Checklist
- Test Plan Checklist
- Testing Environment Setup Checklist
- Monitoring Setup Checklist
- Security Best Practices Checklist
- Acceptance Testing Checklist
- Feature Development Checklist
- Bug Tracking and Resolution Checklist
- Engineering Resource Allocation Checklist
- Personal Development Plan (PDP) Checklist
- Code Review Checklist
- Service Level Agreement (SLA) Checklist
- Technical Documentation Checklist
- QA Testing Checklist
- Design Documentation Checklist
- Employee Offboarding Checklist
- Engineering Team Building Activity Checklist
- CI/CD Pipeline Review Checklist
- End-User Documentation Checklist
- Deployment Checklist
- Software Licensing Compliance Checklist
- Software Project Risk Management Checklist
- Disaster Recovery Plan Checklist
- API Documentation Checklist
- Software Engineer Onboarding Checklist
- Release Notes Checklist
- Code Review Checklist
- Engineer Offboarding Checklist
- Unit Testing Checklist
- Backlog Prioritization Checklist
- User Acceptance Testing Checklist
- New Developer Onboarding Checklist
- Backup and Recovery Checklist
- New Employee Onboarding Checklist (Accounting Department)
- Employee Training Checklist
- New Employee Payroll Setup Checklist
- Payroll Onboarding Checklist
- Property Management Staff Onboarding Checklist
- Legal Compliance Checklist for New Properties
- New Employee Onboarding Checklist
- New Engineer Onboarding Checklist
- Peer Review Onboarding Checklist
- Onboarding a New Software Developer
- Software Engineer Onboarding Checklist
- Real Estate Agent Onboarding Checklist
- Real Estate Assistant Training Checklist
- Consulting New-Hire Onboarding Checklist
- Employee Onboarding Checklist
- Hiring Checklist
- Employee Onboarding Checklist
- Manufacturing Employee Onboarding Checklist
- Manufacturing Employee Training Checklist
- Insurance Agency Employee Onboarding
- Law Firm Employee Onboarding Checklist
- Marketing New Hire Training Checklist
- Attorney Onboarding Checklist
- Remote Work Onboarding Checklist for Marketing Teams
- Employee Onboarding Checklist
- Advisor and Employee Onboarding Checklist
- Employee Training Checklist
- User Onboarding Checklist
- Employee Onboarding Checklist
- Desktop Configuration Checklist
- New Consultant Onboarding
- Manufacturing Employee Training Checklist
- New Developer Onboarding Checklist
- New Hire Onboarding Checklist
- Agency Employee Onboarding Checklist
- Staff Training Checklist
- Restaurant Employee Onboarding Checklist
- Staff Training Program Checklist
- Retail Employee Training Checklist
- Retail Employee Training Checklist
- Hotel Staff Training Checklist
- Law Firm Employee Onboarding Checklist
- New Hire Paperwork Checklist
- Restaurant New Hire Checklist
- New Employee Onboarding Checklist
- Marketing Team Employee Onboarding Checklist
- Restaurant Employee Training Checklist
- Retail Employee Onboarding Checklist
- Retail Store Hiring Checklist
- Product Knowledge Training Checklist
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