An informational guide that details why companies don't have successful onboarding programs and strategies to implement the basics of onboarding.

1. Level Up Your
People Ops with
Onboarding
Kristen Gallagher

3. Hello!
I’m Kristen.
@kristenmaeve // @edifyedu
(and that’s my dog, Dash!)

4. AGENDA FOR TONIGHT
● What you need to have in place before a new team member starts
● How to create a basic onboarding plan
● How to continuously update your onboarding plan for new hires

5. What You Need,
When You Need It
Just like it sounds.

6. 1-5 Employees
WHAT YOU NEED NOW
HR Advisor or Admin
Employee Handbook
New Hire Process
Payroll System
Job Descriptions
Compliance Posters

7. 5-10 Employees
WHAT YOU NEED NOW
HR Advisor or Admin
Mission/Vision/Values/Culture
Compensation Plan
Employee Benefits
Performance Management
Paid Time Off Program
Recruiting

8. 11-20 Employees
WHAT YOU NEED NOW
Outsourced HR
-or-
HR Advisor with Internal
Resource
Employee Engagement
Leadership Development
Employee Relations

9. 21-50 Employees
WHAT YOU NEED NOW
Outsourced HR
-or-
Full-Time HR
Organizational Plan
Change Management
Employee Development

10. Onboarding 101
No stress: just easy onboarding!

11. Ever heard of
throwing
someone in
the deep end?

12. “
Diving into the deep end
is shorthand for “I didn’t have
time to fill up the pool,
so I hope you can fly.”

13. WHY DOES THE DEEP END EXIST?
Lack of TimeFast Growth
Lack of
Knowledge*

14. “
dealing with a
lack of
knowledge
*explicit

15. DEEP ENDS EXIST BECAUSE WE
DON’T KNOW HOW TO AVOID
THEM.
It’s hard to make the time to develop an onboarding process.
It’s also hard to prioritize it when there are (ahem) “products”
to build.
It’s also true that you’re busy running your business, and it’s
difficult to turn tacit knowledge into explicit knowledge.

16. TACIT → EXPLICIT
What You Do
That You Don’t
Think About
What You Do
That Makes You
Good at Your
Job
What Keeps You
Up at Night

17. “
then,
write those things down and put
them somewhere easy to find.

18. “
Build tangible outcomes:
1. Your Checklist
2. Day 1 Agenda
3. 30 Day Onboarding Plan
4. Pretend: HR + IT + Facilities Integration

19. THE HOW IS KEY, TOO
Genuine Interest
Actually care.
Use Their Name
They’re a person. Not
a fungible resource.
Anticipate Needs
What might a newbie
need to feel
comfortable?
Actually Listen
Can you *really* hear
them?
They’re Important
Make them feel
valued (and not
stupid).
Show Culture
Don’t leave it up to
chance.

20. MVP Onboarding
Let’s try it out!

21. Thank You!
Talk to me:
kristen@edifyedu.com