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©2017 The Interchange Consulting Group
The First 90 Days Step-By-Step Onboarding
Amy Hirsh Robinson, MBA
Interchange Consulting Group
www.interchange-group.com
Death By Orientation Death By
Orientation
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Premature Cognitive
Commitments
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What Matters To New Employees?
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Connection Purpose
Respect
Challenge Inclusiveness
Culture.
Community.
Opportunity. Fun
Empowerment Renewal
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©2014 The Interchange Consulting Group 6
The First
90 Days
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Key Strategies for Success
1. Build The Business Case
2. Focus On The Experience
3. Onboard With Intention
4. Leverage Your NEO
5. Invest In Career Development
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1. Build the Business Case
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1. Build the Business Case Calculate the Cost of Failed Onboarding
Attrition
Low
productivity
Reduced
engagement
Loss of
respect
Degradation
of brand
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60% 63%
69%
Revenue/FTE Customer
Satisfaction Retention
Demonstrate the Benefit of Successful Onboarding
1. Build the Business Case
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1. Build the Business Case Illustrate the Generational Imperative
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2.0
2.5
3.0
3.5
4.0
4.5
5.0
To
tal B
irth
s (m
illio
ns)
Baby Boomers Millennials
Generation X
Traditionalists
1. Build the Business Case Illustrate the Generational Imperative
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Generation Characteristics Values Onboarding Needs
Traditionalist (1925-1943)
•Loyal
•Patriotic
•Financially conservative
•Faithful to institutions
•Authority
•Hard work
•Delayed rewards
•Honor & experience
•Org history & legacy
•Duties
•Chain of command
Baby Boomer (1944-1962)
•Competitive
•Politically adept
•Challenge authority
•Liberal spenders
•Professional identity
•Health & wellness
•Material wealth
•Optimism
• Professional renewal
• Org hierarchy
• Performance mgmt
process
Generation X
(1963-1981)
•Skeptical
•Independent
•Resourceful
•Informal
•Mobility & autonomy
•Balance
•Efficiency
•Reward for results
•Access to info
•Relevant resources
•Clear priorities &
metrics
Millennial (1982-2000)
•Optimistic
•Confident
•Multi-Taskers
•Civic Minded
•Constant feedback
•Teamwork
•Diversity & inclusion
•Flexibility
•Community
•Corporate culture
•Professional growth
1. Build the Business Case
Executive management
Line managers
Human Resources
Recent hires
Confirm Commitment From Stakeholders
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2. Focus On The Experience
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2. Focus On The Experience Confirm the Emotional Takeaway
What are they
feeling about
you?
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2. Focus On The Experience Research the Perceptual Takeaway
How are they perceiving
you?
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2. Focus On The Experience Process Map the Experience
Easy or
difficult?
Help or hinder?
Increase or
reduce?
Ensure or
sabotage?
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3. Onboard With Intention
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3. Onboard With Intention
Intern Full-Time
Network; explore the company Know your place; keep your head down
You’re vital to our business
strategy; We welcome your ideas
Focus on the job you were hired to do; Your idea won’t work
Peer bonding; sense of community
Low peer-to-peer interaction; lack of community
Explicit career development & pathing conversations
Sink or swim/figure it out yourself expectations
Placed with “desirable” managers
Placed with managers who need & receive headcount
Align the Intern & Full-Time Experiences
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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Before First Day First Day First Week First 90 Days
•Assign buddy
•Extend personal
welcome
•Communicate 1st
day logistics
•Send paperwork
in advance or
online portal
access
•Prepare for
employee
•Identify transition
risks
•Introduce
employee to
buddy,
colleagues
•Meet immediate
requirements for
employment
•Situate employee
with resources or
networks required
for work
•Orient employee
to organization &
culture
•Set performance
expectations &
job scope
•Explain
performance
appraisal
process
•Assign
meaningful work
•Ensure direct
managerial
involvement
•Schedule
meetings with sr.
leadership
•Create career
development
plan
•Provide essential
training
•Assign mentor(s)
•Plan team
activities mixers
•Monitor
performance &
provide
feedback
•Obtain
feedback
3. Onboard With Intention Key Phases & Activities for the First 90 Days
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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3. Onboard With Intention
STEP 1 Classify
Entrants
STEP 5 Implement
Program
STEP 6 Define &
Track
Success
STEP 3 Identify
Resources
Needed at
Each Level
STEP 4
Identify Key
Phases &
Activities of
Onboarding
Process
STEP 2 Identify
Competencies
for Each Level
6 Critical Steps of Onboarding
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Individual
(Me)
Company
(You) US
4. Leverage Your NEO
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4. Leverage Your NEO Tell Your Story
Industry
History
Big Picture
Strategy
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4. Leverage Your NEO Tell Your Story
Culture
Values
People
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Value The Individual
4. Leverage Your NEO
Background
Values &
Strengths
Career
Aspirations
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Empower Them To Contribute
4. Leverage Your NEO
Role &
Contribution
Growth
Opportunities
Resources &
Information
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5. Invest In Career Development
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5. Invest In Career Development Document the Career Paths & Expectations
Visual career
paths
Success
profiles
Career
development
plans
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5. Invest In Career Development Provide Opportunities for Growth
Rotations
Strategic
projects
Platforms to
showcase
ideas
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5. Invest In Career Development
Career
development
Mentoring &
coaching
Talent sharing
mentality
Train Your Managers
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Ready To Take Action?
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10 Pitfalls To Avoid
1. Not Having a Clean & Ready Workstation on Day 1
2. Cramming 20 Hrs of Info into 4 Dull Hrs of Orientation
3. Neglecting the Importance of Cultural Adaptation
4. Ignoring the Needs of Mid- & Senior Level Employees
5. Failing to Address Generational Needs & Differences
6. Starting a New Hire When their Supervisor is Absent
7. Relying on Org Charts to Explain Lines of Communication
8. Assuming a New Hire Can’t Be Productive From the Start
9. Running a Disorganized Program
10. Adopting a “Sink Or Swim” Approach Because It Worked for You!
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Amy Hirsh Robinson
Interchange Group
E-mail: [email protected]
Web: interchange-group.com LinkedIn: linkedin.com/in/amyhirshrobinson
Facebook: TheInterchangeGroup
Telephone: 323-230-6109
Thank You!
Feel Free to Reach Out!
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