Kristen Gallagher discusses onboarding and provides templates and strategies to help set up an effective onboarding program. She emphasizes that new employees should be provided with the basic information they need up front instead of "throwing them in the deep end". Her templates include a welcome email, day 1 agenda, 30 day plan, checklist and courseware to help orient new hires. She also provides responses to common objections about the perceived work, difficulty and cost of setting up an onboarding program to help gain buy-in.

1. Onboarding is
Unboxing
Kristen Gallagher

2. Hello!
I’m Kristen.
I like making sure people know what they’re doing
when they get to their new job.
You can talk to me on the twitter: @kristenmaeve

3. HOPES & DREAMS FOR TODAY
● Learn the easiest way to ship an onboarding program without HR/Recruiting.
● Identify key strategies for engaging with management and executives to build
buy-in for crucial employee learning initiatives.
● Develop ways that you can help onboard new team members or your own
employees, and how you can influence HR to support new hires better.

4. What Is
Onboarding,
Really?

5. Diving into
the deep end:

6. “It’s like drinking from
a firehose”
OTHER NAMES FOR THE DEEP END
“This is a greenfield
project”
“It’s all about comfort
with ambiguity”

7. “
Diving into the deep end
is shorthand for “this company
has royally failed to set new hires
up for success.”

8. “
In other words,
you’ll be a hero if you make even
the tiniest of improvements to a
new hire’s onboarding.

9. WHY DOES THE DEEP END EXIST?
Other
Priorities
Fast Growth
Lack of
Knowledge*

10. THE SOLUTION
What You Do
That You Don’t
Think About
What You Do
That Makes You
Good at Your
Job
What You Do
That People
Keep Asking
About

11. ● Show the brand well
● Show the culture (through
multiple channels — aesthetically,
via text, via tone, etc.)
● Encourage usage because they’re
fun
● Set the user up for engagement
with the brand
● Enable the user to avoid learning
a bunch of new things “the hard
way”
● Foster connection between
people
Great onboarding
is like a great
unboxing
experience.

13. “
Write it down… then
get other people to
write their sh*t down.
And put it in the same place.
STEP ONE

14. STEP TWO
● Answer: What are
the *most basic*
pieces of information
a new hire needs?
Create Your
Workflow

15. Knowledge
Buckets:
Onboarding
Week:
Parent
Knowledge:
Subtopics: Link to Existing Documentation: (if no link,
write documentation here)
Professional
Expectations
1 Security Information security policy https://confluence.renewfund.com/display/PO
L?preview=/2785335/5668934/401%20Securi
ty%20Policy%20and%20Agreement%20v1.0.p
df
Professional
Expectations
1 Filtering/storage of
PII/Sensitive data
https://confluence.renewfund.com/pages/view
page.action?pageId=3408192
Professional
Expectations
2 Data Warehouse Security
Policy
https://confluence.renewfund.com/display/DA
T/Data+Warehouse+%28and+other+database
%29+Access
Professional
Expectations
1 Laptop usage rules See Employee Handbook
Professional
Expectations
1 Helpdesks How to request help for your
hardware or software
https://confluence.renewfund.com/pages/view
page.action?pageId=6393357
https://confluence.renewfund.com/pages/view
page.action?pageId=6393988

16. STEP THREE
● Create your assets
Onboarding
Program Assets

17. Ever heard of
throwing
someone in
the deep end?
Your Assets...
Welcome Email
Day 1 Agenda
30 Day Plan
Checklist
Courseware...

19. Ever heard of
throwing
someone in
the deep end?
Getting Buy-in
“How much work
do I have to do?”
“This seems hard”
“Is it expensive?”

20. Ever heard of
throwing
someone in
the deep end?
Your
response:
“How much work
do I have to do?”
“This seems hard”
“Is it expensive?”

21. Ever heard of
throwing
someone in
the deep end?
Your
response:
“How much work
do I have to do?”
“This seems hard”
“Is it expensive?”
Just clone the
templates, set
check-in’s, and
come to lunch!
This process is
designed to work
like a clock:
meaning it’s easy!
Actually, this is
saving us money -
and in the long
run, making us
money!

22. To see more, go to...
http://tinyurl.com/y9yblgw5

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