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Onboarding is a Process not an Event
4% of new hires leave a job after
a disastrous first day
80% of new hires decide to
stay or go within their first SIX
months of employment
Turnover can cost a company 3X
the former employee’s salary
*Bersin by Deloitte & Harvard
High Level
Overview
Today
Why Onboarding Matters
Successful Onboarding Practices
CTCT’s Onboarding Strategy
Tools for Success
The Case for Onboarding at CTCT
• Faster time to Productivity
• Increase Engagement & Job Satisfaction
• Increase Cross Functional Collaboration
• Culture Acclimation
Hiring
Manager
HROps
IT
Facilities
New
Hire
Train
HRBP’s
Dept.
Leaders
TMT
Exec.
Team
New
Hire
Team
Sport
New
Hire
Lifecycle
Pre-Board
Accept – day 1
Core New
Hire
Week 1
Dept.
Onboarding
First 60 days
Leadership
LiftOff
First 90 days
New
Manager
Coaching
Week 1 survey 45 day check in 90 day check in
Pre-
Board
Tips for
Success
PRE BOARD
ENGAGE!
Welcome Gift
“About Us” Email
Department Buddy
Core
New
Hire
Training
“ I have worked for
several companies
before CTCT, and this,
was by far the best and
most comprehensive
New Hire orientation.”
Department
Onboarding
30 – 60 days
 Focus on dept. impact on business
 Identify teams interdependence
 Understand department culture
 Each team participates
10
Leadership LiftOff
 Connect with and learn from our leaders
 Drill down into CTCT vision & strategy
 Identify employee growth opportunities
First 90 days
Set them up for…
Success Factors 90 days
 New Hire is actively contributing within
90 days
 A solid understanding of the:
• Business
• Customer
• Product
 New Hire sees connection to how role
impacts team, dept. and business
 Hiring Manager is engaged
Be
Careful!
If you do nothing else,
do these four things….
1. One special outreach
during pre-boarding
process
2. Make sure their area
is welcoming
3. Let them know why
they matter
4. Develop a simple 90
day plan
And DON’T…
• Abandon a new employee
in a conference room to fill
out paperwork
• Schedule their first day
when the hiring manager is
not in
• Fail to provide basic tools
and a clean space
• Assume that no news is
good news
I can’t afford the
time to Onboard
my New Hire!
•You can’t afford
not to!!
LaunchPad
You Never
Get a Second
Chance to
Make a
First Impression
Tools for
Success
Checklist: First 30 days
ENGAGE
 Send welcome announcement to team/ key contacts and cc New Hire.
 Meet New Hire @9am their first day and take them to lunch Wednesday.
 Book weekly one-on-ones and monthly check-ins for first 90 days.
SET UP FOR SUCCESS
 Discuss your management style and expectations.
 Explain performance management @CTCT including:
 Monthly check-ins
 90 day check-in
 EDPs
 Talent Reviews
 Review 90 days “Success Plan” including: (see template in appendix)
 Key people to meet
 Measureable easy to achieve 90 day goals
 Regular meetings they should attend
 Confirm Department Onboarding with HRBP.
TACTICAL: Map the lay of the land…
 Confirm New Hire has completed compliance training*
*New hires must complete compliance e-learning within 14 days of employment or
risk not being able to come to work
 Transportation and parking
 Bathrooms
 Frequently used conference rooms
 DL lists
 Supplies
 Review useful tools i.e. SSO, online map, org chart, UltiPro, etc.
Helpful Tips
What matters to a New Hire
the first week…
 The onboarding experience
is smooth, educational,
inspirational and fun.
 They know what to expect in their
first 30 days.
 Their office space is clean and the
team is welcoming.
Launch Your New Hire’s Success
Simple 90 day Success Plan
1. Our 90 day check in date will be:
2. Our one-on-ones will be (date/ time):
3. Your HRBP is:
4. Your department buddy is:
5. How your job impacts the team/ dept./company:
6. Who do you need to depend on regularly and for what:
7. What regular meetings do you:
a) Need to attend
b) Should attend
c) Are Nice to attend
8. Your first 90 day goals are:
Make them measurable and easy to attain so New Hire is clear about expectations and will have a sense of accomplishment
1. Goal/ success metric
2. Goal/ success metric
3. Goal/ success metric
ABOUT ME:
Heather Carey
Senior Manager
Employee Success
Hcarey@constantcontact.com
@heathercarey
"Train people well enough
so they can leave, treat
them well enough so they
don't want to”
-Richard Branson

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Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

  • 1. Onboarding is a Process not an Event
  • 2. 4% of new hires leave a job after a disastrous first day 80% of new hires decide to stay or go within their first SIX months of employment Turnover can cost a company 3X the former employee’s salary *Bersin by Deloitte & Harvard
  • 3. High Level Overview Today Why Onboarding Matters Successful Onboarding Practices CTCT’s Onboarding Strategy Tools for Success
  • 4. The Case for Onboarding at CTCT • Faster time to Productivity • Increase Engagement & Job Satisfaction • Increase Cross Functional Collaboration • Culture Acclimation
  • 6. New Hire Lifecycle Pre-Board Accept – day 1 Core New Hire Week 1 Dept. Onboarding First 60 days Leadership LiftOff First 90 days New Manager Coaching Week 1 survey 45 day check in 90 day check in
  • 7. Pre- Board Tips for Success PRE BOARD ENGAGE! Welcome Gift “About Us” Email Department Buddy
  • 8. Core New Hire Training “ I have worked for several companies before CTCT, and this, was by far the best and most comprehensive New Hire orientation.”
  • 9. Department Onboarding 30 – 60 days  Focus on dept. impact on business  Identify teams interdependence  Understand department culture  Each team participates
  • 10. 10 Leadership LiftOff  Connect with and learn from our leaders  Drill down into CTCT vision & strategy  Identify employee growth opportunities First 90 days
  • 11. Set them up for…
  • 12. Success Factors 90 days  New Hire is actively contributing within 90 days  A solid understanding of the: • Business • Customer • Product  New Hire sees connection to how role impacts team, dept. and business  Hiring Manager is engaged
  • 13.
  • 15. If you do nothing else, do these four things…. 1. One special outreach during pre-boarding process 2. Make sure their area is welcoming 3. Let them know why they matter 4. Develop a simple 90 day plan
  • 16. And DON’T… • Abandon a new employee in a conference room to fill out paperwork • Schedule their first day when the hiring manager is not in • Fail to provide basic tools and a clean space • Assume that no news is good news
  • 17. I can’t afford the time to Onboard my New Hire! •You can’t afford not to!!
  • 18. LaunchPad You Never Get a Second Chance to Make a First Impression
  • 20. Checklist: First 30 days ENGAGE  Send welcome announcement to team/ key contacts and cc New Hire.  Meet New Hire @9am their first day and take them to lunch Wednesday.  Book weekly one-on-ones and monthly check-ins for first 90 days. SET UP FOR SUCCESS  Discuss your management style and expectations.  Explain performance management @CTCT including:  Monthly check-ins  90 day check-in  EDPs  Talent Reviews  Review 90 days “Success Plan” including: (see template in appendix)  Key people to meet  Measureable easy to achieve 90 day goals  Regular meetings they should attend  Confirm Department Onboarding with HRBP. TACTICAL: Map the lay of the land…  Confirm New Hire has completed compliance training* *New hires must complete compliance e-learning within 14 days of employment or risk not being able to come to work  Transportation and parking  Bathrooms  Frequently used conference rooms  DL lists  Supplies  Review useful tools i.e. SSO, online map, org chart, UltiPro, etc. Helpful Tips What matters to a New Hire the first week…  The onboarding experience is smooth, educational, inspirational and fun.  They know what to expect in their first 30 days.  Their office space is clean and the team is welcoming.
  • 21. Launch Your New Hire’s Success Simple 90 day Success Plan 1. Our 90 day check in date will be: 2. Our one-on-ones will be (date/ time): 3. Your HRBP is: 4. Your department buddy is: 5. How your job impacts the team/ dept./company: 6. Who do you need to depend on regularly and for what: 7. What regular meetings do you: a) Need to attend b) Should attend c) Are Nice to attend 8. Your first 90 day goals are: Make them measurable and easy to attain so New Hire is clear about expectations and will have a sense of accomplishment 1. Goal/ success metric 2. Goal/ success metric 3. Goal/ success metric
  • 22. ABOUT ME: Heather Carey Senior Manager Employee Success Hcarey@constantcontact.com @heathercarey "Train people well enough so they can leave, treat them well enough so they don't want to” -Richard Branson

Editor's Notes

  1. Onboarding an under valued and over looked piece of talent strategy. We spend on average $7k - $10k to recruit a new hire, and yet many companies invest zero dollars to onboard them. At CTCT we want employees to bring their bodies, heads, hearts and spirit to work and help drive our customer’s success
  2. And yet the statistics show that not paying attention to early engagement has consequenses People make decisions early -- 45 day dip
  3. Accelerate engagement and success of new hires with memorable experiences and content that WOWs
  4. To accomplish this we need a full team across function The HM relationship is the key to it overall success What made a difference? We came to role clarity and agreement amongst groups and now have a weekly 15 min stand up for IT, Core new training, hrops and facilities the week before each launch date
  5. Once the team was set we developed our 90 day onboarding program, launchpad planned new program for 2016 –” through the new hire’s lens” @90 days
  6. As soon as the req is closed you need to start engaging the hiring manager as well as the new hire Don’t let your hiring managers fade into the night
  7. Discover what makes CTCT a great place to work Understand core values and culture Explore our customer experience – LISTEN TO CALLS, mirror a customer’s experience by diving into our product and developing campaigns 95%+ of the new hires fill out the survey - average score is 4.9 out of 5
  8. You don’t need leadership team. Have them host a quarterly welcome lunch – or monthly “lunch and learns” with various exes from each team in Dept, More important you have an enthusiastic, knowledgeable employee – who can educate and inspire Given them a flavor for the Dept., not a firehose of information Side note, open Dept. Onboardings to other employees as part of career exploration and increasing cross functional collaboration
  9. 25 minute “Talks” on history, vision and strategy – AND Q&A Hosted lunch with Execs (marked tables)
  10. What New hires are asking themselves… Do I have a desk Is it clean Is my team welcoming Did I make the right decision It begins the moment you post a role Onboarding is a process not an event Onboarding takes a village, make sure your process is flawless Connect new hire role to overall success of team, dept. and business Hiring Manager Engagement Develop checklists Communicate reminders Learn the product Set them up for quick wins/ success in first 90 days with a concrete measurable plan learn the business, understand the product/ service Know our customer ask for feedback meet regularly Assign a Buddy Assign a Mentor
  11. Slide in
  12. Don’t give too much information at once – they won’t remember, and you will turn them off
  13. And when you have a hiring manager tell you they don’t have time to onboard..
  14. Because as we all know…
  15. We have check lists for hiring managers at the pre board, 30 day and 60-90 day mark