onboarding is unboxing (sourcebridge 2017)
TRANSCRIPT
Onboarding is Unboxing
Kristen Gallagher
Hello!
I’m Kristen.
I like making sure people know what they’re doing when they get to their new job.
You can talk to me on the twitter: @kristenmaeve
HOPES & DREAMS FOR TODAY
● Learn the easiest way to ship an onboarding program without HR/Recruiting.
● Identify key strategies for engaging with management and executives to build buy-in for crucial employee learning initiatives.
● Develop ways that you can help onboard new team members or your own employees, and how you can influence HR to support new hires better.
What Is Onboarding, Really?
Diving into the deep end:
“It’s like drinking from a firehose”
OTHER NAMES FOR THE DEEP END
“This is a greenfield project”
“It’s all about comfort with ambiguity”
“
Diving into the deep end is shorthand for “this company has royally failed to set new hires up for success.”
“
In other words, you’ll be a hero if you make even the tiniest of improvements to a new hire’s onboarding.
WHY DOES THE DEEP END EXIST?
Other Priorities
Fast Growth
Lack of Knowledge*
THE SOLUTION
What You Do That You Don’t
Think About
What You Do That Makes You
Good at Your Job
What You Do That People Keep Asking
About
● Show the brand well
● Show the culture (through multiple channels — aesthetically, via text, via tone, etc.)
● Encourage usage because they’re fun
● Set the user up for engagement with the brand
● Enable the user to avoid learning a bunch of new things “the hard way”
● Foster connection between people
Great onboarding is like a great unboxing experience.
“
Write it down… then get other people to write their sh*t down.
And put it in the same place.
STEP ONE
STEP TWO
● Answer: What are the *most basic* pieces of information a new hire needs?
Create Your Workflow
Knowledge Buckets:
Onboarding Week:
Parent Knowledge:
Subtopics: Link to Existing Documentation: (if no link, write documentation here)
Professional Expectations
1 Security Information security policy https://confluence.renewfund.com/display/POL?preview=/2785335/5668934/401%20Security%20Policy%20and%20Agreement%20v1.0.pdf
Professional Expectations
1 Filtering/storage of PII/Sensitive data
https://confluence.renewfund.com/pages/viewpage.action?pageId=3408192
Professional Expectations
2 Data Warehouse Security Policy
https://confluence.renewfund.com/display/DAT/Data+Warehouse+%28and+other+database%29+Access
Professional Expectations
1 Laptop usage rules See Employee Handbook
Professional Expectations
1 Helpdesks How to request help for your hardware or software
https://confluence.renewfund.com/pages/viewpage.action?pageId=6393357https://confluence.renewfund.com/pages/viewpage.action?pageId=6393988
STEP THREE
● Create your assets
Onboarding Program Assets
Ever heard of throwing someone in the deep end?
Your Assets...Welcome Email
Day 1 Agenda
30 Day Plan
Checklist
Courseware...
Ever heard of throwing someone in the deep end?
Getting Buy-in
“How much work do I have to do?”
“This seems hard”
“Is it expensive?”
Ever heard of throwing someone in the deep end?
Your response:
“How much work do I have to do?”
“This seems hard”
“Is it expensive?”
Ever heard of throwing someone in the deep end?
Your response:
“How much work do I have to do?”
“This seems hard”
“Is it expensive?”
Just clone the templates, set check-in’s, and come to lunch!This process is designed to work like a clock: meaning it’s easy!Actually, this is saving us money - and in the long run, making us money!
To see more, go to...
http://tinyurl.com/y9yblgw5
Thank You!
Talk to me:
@kristenmaeve
@edifyedu