On-Boarding - Skip at your own peril!

Once you’ve place that offer out there and the candidate of your dreams has said yes, it’s time to make sure that you smooth their way on board.  You can either let it happen, or you can MAKE IT HAPPEN!

Through previous postings, you’ve probably divined that I’m all about process and on-boarding a new team member demands your attention.  This is the opportunity to show your new team member that you care about them and you want to ensure that they have a comfortable entry into the team.

Most people, no matter how experienced are going to feel some level of discomfort as they take on a new role.  There are new people, unfamiliar places, processes that they’ve become comfortable with will need to be thrown out, the path to get decisions made will change, and the politics of the new place are unknown.  This can make for a very uncomfortable period and can ultimately make the difference of the new team member staying with your organization or fleeing back to somewhere where they are comfortable.  I’ve seen it happen – someone comes in and a few months later is gone.  When you ask why, they say, ‘I just never felt like I fit in’.

First – make sure you’ve sold the job that exists!  If you want someone to run screaming from the building, hire them based on some fantasy version of the job and then stick them with reality.  Not only will you burn bridges with that person, but they’ll tell everyone they know what a horrible place your business is and how incompetent you are.

Next – once they’ve said yes, welcome them to the team.  Follow up the official call with another call a couple of days later, congratulate them on taking up the new role and let them know you’ve already begun planning their first few days in the office.  You can tell them that the team knows about their coming on board and that the team is excited and is looking forward to meeting them.

Now comes the real work – actually build an on-boarding plan for the individual.  This plan should include the following and cover the first couple of weeks:

1. Key contacts for this person and their contact information.
2. Time to tour the facilities and show them where they’ll be spending most of their time.
3. Introductions to fellow team members.
4. Introductions to key contacts.
5. Introduction to your boss.
6. Setup meetings for 1-on-1 time with key people they will work with.
7. Setup meetings for 1-on-1 time with yourself (their manager).
1. These should be daily – initially set for an hour so that you can bring them up to speed on the role that they’ll be playing, then as time goes on these meetings can be shorter, just a touch base to answer questions about people they are meeting, processes they are unfamiliar with, etc.
8. Setup time for training
1. HR training
2. Department training
3. Job specific training
9. Time to show them where they can find key information on your intranet
1. Team documentation
2. Team standards and processes
3. Company information you feel is important
4. Standard training material if available
10. Any other items that are critical to your environment and team

I’ve never been told by a team member that the on-boarding process was not welcome.  Early in my career, when working at other companies, I had been told that the lack of an on-boarding plan made the team member uncomfortable.  Well, lessons learned.  I hadn’t been shown then and didn’t know what a proper on-boarding plan was and what it could do for the new team member.  I took time to learn and over the years have been involved with companies that were good and companies that were bad at on-boarding new team members.  

When done right, I’ve even had employees compliment me on the on-boarding process.

If you'd like more information on my background: LinkedIn Profile