The document discusses the importance of an onboarding process for new employees and executives. It outlines a three-step onboarding process that involves getting clarity on expectations, learning important information, and planning implementation goals. The onboarding process should integrate new hires, prepare them for success, and help them become engaged members of the organization.

1. Executive Coaching & On-Boarding Process By Tom Northrop, SPHR Regional Vice President The New Options Group

2. On-Boarding Process High agreement. . . Low Success

6. On-Boarding Process before getting started Beyond office supplies: Completing Employment Forms Payroll Direct Deposit Withholdings Pay Schedule Benefits Systems Access Access e-mail Extranet / Internet Voice Mail New Telephone Number Keys Pass codes / Security Security Access Codes Company Identification Cards Business Accessories Business Cards Company Credit Cards Phone Cards Work Station Secretarial Support Office Office Furniture Computer Equipment Office Supplies Who, What, Where Organizational Chart Employee Directory Employee Manual Plant Tour HR Issues Position Description Training Schedule Dress Codes Hours Company Review The Company’s web-site Corporate History Corporate Culture Vision, , Values

7. On-Boarding Process Stakeholders: People inside or outside your firm who have a vested interest in the success of your endeavors (and in whose endeavors you, reciprocally, have a vested interest).

8. On-Boarding Process - Relationships

10. On-Boarding Process – first two weeks Align with Boss : The following issues are discussed formally and clarified between the new leader and the boss. The new leader’s role : Where he/she fits in the organization Mutual Expectations : What both parties expect of one another . Decisions : Define decision boundaries & parameters Communication Preferences : Mutual preferences on how to connect Current “hot issues” in the organization

11. On-Boarding Process Identify Knowledge Gaps Within the first month, begin to identify the knowledge/skills that are ideally needed to be successful in this role, and identify strengths and gaps.

12. On-Boarding Process – Setting Goals Critical Goals you must achieve in one year, including the criteria by which each will be measured: Goal _________________________________ Progress within the First 90 Days Progress within 6 Months Progress within 12 Months

13. On-Boarding Process – first three weeks Engage in “Fast Start” Process with Direct Reports Learn about your direct reports by formally clarifying/discussing the following issues a 1:1 meeting: Understanding the Individual : Who are each of your direct reports? Understanding the Roles : Where each direct report fits in the organization Priorities and Issues : What is most important to each direct report? Mutual Expectations : What are expectations about autonomy, decision making, and communication with each direct report role?

14. On-Boarding Process – first month Engage in “Fast Start” Process with Your Team Establish direction and clarify expectations within your team by holding a formal “assimilation” meeting to accelerate relationship building and lay the foundation for effective teamwork.

18. On-Boarding Process Leaders stand out by being different. They question assumption and are suspicious of tradition. They seek out the truth and make decisions based on fact, nor prejudice. They have a preference for innovation.

19. On-Boarding Process – Rising to the next level Difference Between What Managers and Leaders Do Management Leadership Working in the system Working on the system React Create opportunities Control risks Seek opportunities Enforce organizational rules Change organizational rules Seek and then follow direction Provide a vision to believe in and strategic alignment Control people by pushing them in the right direction Motivates people by satisfying basic human needs Coordinate effort Inspire achievement and energize people Provide instructions Coach followers, create self-leaders, and empower them

20. On-Boarding Process Newly Promoted Senior Manager / Executive Classic Managerial Work New Leadership Task Planning Creating vision and empowering Organizing the hierarchy Aligning the web of relationships Inspiring Measuring Controlling Coaching

21. On-Boarding Process Leading Change Leadership is about getting people to abandon their old habits and achieve new things, and therefore largely about change - about inspiring, helping, and sometimes enforcing change in people.