onboarding is unboxing (sourcebridge 2017)
TRANSCRIPT
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Onboarding is Unboxing
Kristen Gallagher
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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
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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.
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What Is Onboarding, Really?
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Diving into the deep end:
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“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”
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“
Diving into the deep end is shorthand for “this company has royally failed to set new hires up for success.”
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“
In other words, you’ll be a hero if you make even the tiniest of improvements to a new hire’s onboarding.
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WHY DOES THE DEEP END EXIST?
Other Priorities
Fast Growth
Lack of Knowledge*
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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
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● 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.
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“
Write it down… then get other people to write their sh*t down.
And put it in the same place.
STEP ONE
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STEP TWO
● Answer: What are the *most basic* pieces of information a new hire needs?
Create Your Workflow
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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
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STEP THREE
● Create your assets
Onboarding Program Assets
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Ever heard of throwing someone in the deep end?
Your Assets...Welcome Email
Day 1 Agenda
30 Day Plan
Checklist
Courseware...
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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?”
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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?”
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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!
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To see more, go to...
http://tinyurl.com/y9yblgw5
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Thank You!
Talk to me:
@kristenmaeve
@edifyedu