The Onboarding Plan

The key to the success of a new person into a new position is the support they get when they move into that position.

The onboarding process starts with a comprehensive plan detailing all the steps, relationships and lessons that are needed to reach a great performance in the shortest possible time.

The Onboarding Plan

The key to the success of a new person into a new position is the support they get when they move into that position.

The onboarding process starts with a comprehensive plan detailing all the steps, relationships and lessons that are needed to reach a great performance in the shortest possible time.

Planning For Great Performance

  • Clarity Of The Outcome - like any good plan, first understanding what outcomes you desire is essential to enable you to plot the milestones for someone being onboarded and successful in the agreed period. The benefit of this part of the plan is that there is no ambiguity of what success in the onboarding process looks like.
  • The Important Milestones And Timings - each plan has key milestones along its timeline allowing us to track the performance of the plan and the new recruit. This gives us the opportunity to re-plan where necessary, in order to achieve the overall outcome of the onboarding plan.
  • Key Personnel Buy In  -  a new recruits success or failure will largely be down to the support they get from the key personnel that are already in the business. Whether that be people that they will have to engage with regularly or if it's other employee's whose influence is imperative to the new recruits success, so getting their buy in to the plan is crucial to its success. We help the new recruit to develop their plan to achieve buy in.
  • The Pre Boarding Process - prior to the new recruit starting, a lot can be achieved and agreed with the pre boarding process. The pre boarding process is where we make sure that all the foundations are in place prior to the start date of the new recruit. This will include activities for both employer and employee.
  • Systems And Technology Requirements - all recruits will require some level of technology to carry out the function they have been employed for. In many cases they will be using operating software and systems that they are not familiar with. The onboarding plan will include the correct level of training and orientation with the technology, systems and processes.
  • Ongoing Tracking System - it's no good just writing a plan and then seeing how things are at the end of the time period, it's important to have a tracking system that measures their performance at every stage of the plan. We include designing a bespoke, ongoing measurement and accountability system that makes sure the person being onboarded is on track.

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Improving Business Performance Through People Performance