5 Must-Capture Onboarding Metrics to Prove Your Value

onboaring-program-metrics
We all know the old saying, “If a tree falls in the forest but no one is there to hear it, does it make a sound?” Our onboarding programs are no different. If our data doesn’t tell a story about our program’s success, how much value is truly perceived? 

At the day job, I’m currently in the throes of working on our 2017 Training Magazine Top 125 application. We were honored to be included on the 2016 list, and we’re using the valuable feedback we received to make our application even more compelling this time around.

I recently read Will Thalheimer’s terrific new book, Performance-Focused Smile Sheets – if you haven’t read it yet, I’ll wait here patiently while you click on the link and ORDER A COPY RIGHT NOW. 

**cue hold music**

Okay, I’m assuming you took my word for it and ordered the book. When it arrives in a few days, clear your calendar…you won’t be able to put it down, and you will immediately want to start re-imagining your Level 1 evaluation process. Trust me on this one.

I digress.

The timing of reading Mr. Thalheimer’s book and beginning the arduous Top 125 application process have mind swirling over the importance of measuring the success of learning programs – beyond Level 1. Whether you are hoping to deepen the footprint of new employee learning or a training program, jockey for additional headcount or even position yourself for a promotion, you need data. Data becomes the plot of a page-turning story of how your program is making a difference – both quantitatively and qualitatively – in your organization.

And, friends, you need to tell that story in the language that resonates with your company’s decision makers. 

That language? Business results. Outcomes. Money. Even for you folks in a non-profit setting.

True, a comprehensive measurement (and any good story, for that matter) needs to balance “the head and the heart” – you need qualitative data (heart) to balance the quantitative (head). In order to prove tangible value to the company, you must look closely at WHAT your program can impact. HOW it can impact. WHO it impacts. Start with the end in mind.- why do you need this program?

If you are looking to develop a new onboarding program, or refine the processes of an existing program, here are 5 metrics that, depending on your organization’s priorities, can help you get started on your way to a data-driven success story:

1. Reduction in attrition – How long are employees staying with your company? We all know that it costs significantly more to recruit, hire, onboard and train employees than to retain, continually develop and (hopefully) promote internally. Partner with your Talent Acquisition/HR team to benchmark your current attrition rate and measure it over time. This can also be a springboard for more robust Employee Engagement metrics. Does your organization participate in a “Best Places to Work” program in your community? A solid onboarding program can certainly contribute to an engaged workforce.

2. Reduction in time to productivity – How long does it take a new employee to be “up to speed” on systems, processes and procedures? Time is money. Work with your hiring managers to identify the current timeframe for new employees to be fully productive, align your program accordingly and set a goal to shave some time off. Ongoing hiring manager surveys can be an easy way to capture feedback and needle-moving.

3. Increased sales in the first 30/60/90 days – Sales – whether new business, upselling or cross-selling, renewals, or whatever products or services that sustain your business, are the lifeblood. Enable and equip your new sales employees with the proper tools to be successful, and monitor their performance during the first months on the job.

4. Reduction in errors/accidents among new employees – It may be system errors, data entry errors, cash handling errors, shipping errors, customer fulfillment errors, on-the-job accidents or any number of other factors that impact employee safety and risk, business production, profitability and customer service. Everybody messes up once in awhile, particularly when navigating a new job. However, errors cost money (and remember…money is the native tongue of the decision makers). If you are able to meet with key leaders in your organization, this is a great topic to discuss. Ask them which employee errors keep them up at night – what has the most significant impact on the business? Seek opportunities to lower these erroneous incidents – this should be a priority during new employee training.

5. Improved customer satisfaction scores – This should be a given, but unfortunately it is often overlooked. If your new employees are customer-facing (heck, even if they’re not), are you helping them establish a direct line of sight to the customer experience from Day One? And are you providing managers with tools to help them maintain that line of sight with their teams beyond New Employee Orientation? It is critical that new employees know how they impact the customer experience, whether it is directly or indirectly. Clearly communicating your organization’s commitment to your customer, as well as setting service expectations and empowering new employees to take care of customers is essential for long-term success. Customer-centric organizations recognize, prioritize and measure this as part of their onboarding process. 
If you are not capturing this data, trust me – someone is. Make that person your new BFF. Find a link between onboarding and these a metrics.

The more connected your onboarding program is to your business processes and priorities, the clearer your data-driven story becomes, and the easier it is to demonstrate the value of onboarding. It becomes a competitive advantage for your organization, but also your competitive advantage as a leader and trusted advisor WITHIN your organization. 

>>> Your turn: How are you communicating the value of onboarding in your organization? Share your best tip in the comments below!

>>> AGILE ONBOARDING DESIGN: THE WORKSHOP – coming soon!

Is your organization planning to develop an onboarding program for the first time? phase(two)learning can help! In a 2-day workshop, learn how to utilize principles from agile software development to rapidly build the frameworkfor your new onboarding program!

Contact us to learn more!

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Are we still onboarding like it’s 1999?

prince-party-like-its-1999
As far as headlines go, Prince’s recent death is hardly breaking news at this point. Several weeks have now gone by since his untimely, tragic passing. Having grown up in the 1980s, Prince’s music was the soundtrack of my youth. It was such a shock to learn that this original, talented individual is no longer with us.

Recently, I was walking through a used bookstore and came across this little gem:
New-Employee-Orientation-book-circa-1988
I realize this hardly looks like a current resource, but I was intrigued and a little amused by my discovery of this relic. For $3.48, I was willing to find out if it was any good. SOLD.

What does this have to do with Prince? Well, let’s call this post a subtle nod to the Purple One himself. Based on this book, are there any recommended practices in this book that have stood the test of time? Is it all antiquated garbage?

Or are we still onboarding like it’s 1999? 

Disclosure: This book was actually published in 1988….so here are a few little nuggets from a time somehwere between Raspberry Beret and Batdance:


Page 6: “All members of the new employee’s ‘team’ should be encouraged to attend Orientation. They should be coached to go out of their way to make the new hire feel welcome. Nothing is worse than an insincere gathering where ‘veterans’ talk with each other and exclude the newcomer.”

Verdict: Stands the test of time (well, pretty much).

Clearly, the importance of making a new employee feel welcome is not new. And yes, co-workers and other stakeholders should all be coached in the importance of the role they each play in onboarding a new employee. The biggest difference to note here is the feasibility for EVERYONE on a new employee’s team to attend Orientation. While that would be awesome, distributed, global workforce often prevent this from happening. Advice? Take advantage of technology to connect the dots between global, remote and office-based employees.

Sidenote: Obviously, I used a direct quote from the book…I never, ever refer to a new employee as a ‘new hire.’ You may have read my thoughts on the subject, but in case you haven’t…here you go.


Page 32: “One mistake is to avoid trying to cram everything the new employee needs to know into the first day. Schedule the orientation over several days. Give each employee enough time to assimilate new information in a way that is meaningful.”

Verdict: Stands the test of time.

Orientation, in itself, is an event. Onboarding is a process. While this book focused solely on “New Employee Orientation,” it goes without saying that Orientation is an essential piece of the Onboarding puzzle. And no, all of the necessary information should not be thrown at new employees on their first day. On Day #1, even the smartest, quickest-learning professional is just trying to remember everyone’s name and where to find the restroom. For your 21st century Orientation program, introduce tech tools and other self-directed resources where applicable to extend the learning and discovery beyond the walls of your training room. Establish an assertive, yet realistic pace that meets both learner and business needs.

Page 34: “As a supervisor, you are responsible for getting things started during Orientation. It is not the responsibility of a secretary or another employee to do your job. They may be involved, but the new employee should not be assigned to anyone until you have made the initial contact and established a plan for the day.”

Verdict: Mixed feelings.

Yes. The relationship with the hiring manager is the single most important relationship that a new employee needs to establish and develop when starting a new job. And yes, that hiring manager should take ownership of the process. But logistically, this should be a partnership between a variety of stakeholders who bring something important to the onboarding table: Human Resources, Recruiting, IT, Learning/Talent Development, Executives and a host of supporting players impact a new employee’s early experiences with an organization. Leverage the perspectives of your onboarding stakeholders to enhance your program.
In summary, the book was actually pretty good. More relevant than I anticipated, and it even had some handy checklists that could easily be updated and repurposed. Not a bad $3.48, if you ask me.

Thank goodness for modern practices and technology! We’re able to start with a solid foundation for creating a welcoming experience for new employees, like outlined in this book, and build upon it with all the resources and amenities we have at our fingertips today. We don’t need to onboard like it’s 1988 – or 1999 – or even 2006 anymore.

Your Turn: What longstanding onboarding practices and traditions have stood the test of time at your organization? Leave a comment and share!

When does onboarding become too much of a good thing?

paris-love-locks
Ah, c’est l’amour.

For several years, countless tourists in love made a pilgrimage to the Pont des Arts bridge in Paris to pledge their undying devotion by attaching a padlock, a “love lock,” to the metal grating on the bridge.

So. Many. Locks. 

The love lock tradition has spread to a number of other cities around the world. Like the Brooklyn Bridge in New York City:
love-locks-brooklyn-bridge
I saw the Brooklyn Bridge locks last summer when I was in New York with the family. Even enterprising street vendors were trying to capitalize on bridge-crossers in loooove by selling padlocks along the bridge. It’s definitely a thing.

The idea of love locks has brought mixed reactions among Parisian tourists and locals. Some saw it as a romantic gesture, an homage to everlasting love….others, including preservationists and city officials, saw it as a cluttered mess, ruining an otherwise historic landmark. Last year, an estimated one million locks were cut from the Pont des Arts bridge, thus ending the Love Locks tradition.

What started out as good intentions – a sweet gesture – quickly spun out of control.

If we’re not careful, the same thing can happen with our onboarding programs. We invest time, energy and resources into creating a memorable experience for our newly-hired employees – but without proper management, even a great “idea” can go awry.

Be aware of these red flags…does your onboarding program:

  • Focus on training, rather than on performance?  Spending too much time “teaching to the test,” or mastering hypothetical, simulated content, instead of preparation for real-world experience can be risky. Ensure that your content is aligned to the true working environment, and that there are ample opportunities for application and assessment.
  • Have too much show, but not enough substance?  We want our Orientation and onboarding experiences to be pleasant. We want our new employees to enjoy themselves and have them walk away feeling they made the right decision in joining our organizations. Free lunch! Scavenger hunt! More swag! All good things. Just ensure that the fun elements have purpose. 
  • Set unrealistic expectations of how amazing your organization is? Onboarding is a process that bridges the gap between the sometimes-idyllic first impressions set during the recruitment and pre-boarding process and the reality of everyday life in the company. If your new employees are pinching themselves because things are just too perfect, beware. Showcase your organization’s strengths, but keep it realistic.
  • Encourage long-term reliance on a training facilitator, rather than a supervisor, peers and resources?  In cases where “new employee training” lasts several days or even weeks, training participants often look up to their primary training instructor and view him/her as an expert. While that may be true, it is important for the primary focus to shift away from the training environment and move toward the job environment. Make an effort to enable new employees to utilize self-directed learning resources, leverage peer coaching, participate in on-the-job training and (most importantly) build a solid relationship with his/her direct supervisor.

Having a hand in the new employee experience is a privilege. Creating an experience that balances learning, engagement, immersion, relationship building and yes, fun, requires thoughtful planning and ongoing attention. Just like the locks prevented visitors from experiencing the beauty of the bridge, don’t let your organization’s heavy “locks” outweigh the value your program adds.

Your turn: What are you doing to make that experience a memorable one in your organization? Share your tips in the comments below!

The easiest tweak you can make to your training and orientation programs…

stocking-up-on-classroom-candy
How many of you put out candy for training attendees? I know we do at the day job…in fact, the photo above is a shot of my cart on a recent stock-up trip at my local Sam’s Club. Even when the cost of doing business continues to soar, this is an expense that we have curbed, yet kept.

Why?

Because people like candy.

Before the workplace health and wellness fans start to worry, we also provide fresh fruit and some considerably less-exciting snacks like granola bars and trail mix.

Until I attended a recent conference, however, I didn’t give much thought to the bowl of candy that graces our training tables. Then, a tiny little tweak transformed a simple snack into a learning tool.

I promise you now, whether you are a long-time phase(two)learning follower or this is the first post you’ve read, this is worth the price of admission. Which, frankly, is free…so what a deal, amiright?

Check this out:

tech-tip-on-candy-wrapper

Whoa! Mind. Blown.

How simple is this? All that is needed is candy or snacks, a package of printable adhesive labels and some tips or ideas to share to your participants.

Granted, I’m sure I’m not the first person to “discover” this little nugget, but in over 20 years of teaching and facilitation, somehow it’s new to me. Regardless, it got me thinking….how else could we use this easy tip in training or Orientation programs? Here are 8 beyond-simple ideas:

  1. Provide the URL for your organization’s intranet, wiki, or other learning sites.
  2. Share the Twitter handles for influential, must-follow people in your organization or industry.
  3. Post can’t-miss dates – like when your benefit paperwork is due.
  4. Distribute your company’s IT Help Desk email or phone number.
  5. Share interesting trivia about your organization’s history. (Bonus: Have participants piece together the trivia into a timeline!)
  6. Introduce your company’s mission or purpose statement. 
  7. Solicit simple, one-sentence quotes from other employees – tips on how to be successful at your organization
  8. Share “Fact or Fiction” statements about your industry, organization, products/services, etc. Have participants stick (literally!) the wrappers under one of two columns on a flip chart (“fact” or “fiction”). As the candy is consumed throughout training, the columns will grow. On the last day of training, see how accurate everyone’s guesses are!

Honestly, I could probably come up with a dozen other ideas…there are so many creative possibilities for this one!

Your turn: Have you used this type of interactive element in your training sessions? What tips have you communicated? And most importantly, what is the must-have candy in YOUR candy bowl?

What To Do With Those 2014 Professional Development Budget Dollars?

spend-those-2014-professional-development-budget-dollars

Believe it or not, 2014 is quickly coming to an end. It doesn’t seem possible, does it?

If you’re like many L&D leaders, now is the time you’re looking at your annual department budget, and quickly trying to spend some of your allocated dollars, so you don’t have to hear this:

“If you didn’t need the money in 2014, we’re not going to approve it in 2015.”

Been there, done that? I know I have!

So, if you’re looking for an affordable professional development opportunity for you or someone on your team, why not consider registering for the newest interactive workshop experience from phase(two)learning?

Orientation Overhaul: Re-imagining the New Employee Experience in your Organization

By popular demand, phase(two)learning is partnering with Brian Washburn, Managing Director with Endurance Learning and the voice of the popular Train Like a Champion blog, this 2-day workshop will provide participants with the opportunity to:

  • Identify the strengths and weaknesses in the design and delivery of your current New Employee Orientation program
  • Define success for your New Employee Orientation program
  • Identify the essential stakeholders across your organization who should be involved in your New Employee Orientation program
  • Incorporate strategies into your Orientation program proven to increase engagement and to make sure your new employees “get it”
  • Compare and contrast what you’re currently doing with successful practices from industry-leading organizations featured in a panel discussion
  • Differentiate between must-have and nice-to-have elements in your New Employee Orientation program
  • Use concepts learned in this workshop to immediately implement changes to your current Orientation materials in a unique Design Lab session

Is re-imagining your New Employee Orientation program on your 2015 agenda? Start planning now by registering for this session, and take advantage of early bird rates!

And just for you, Phase(Two)Nation…

Use promo code FRIEND to save an additional $200 on your registration (even with the discounted group rate)!

Seating is limited for this roll-up-your-sleeves event, so reserve your spot now!

Got questions? Check out the FAQ on the registration page, or send an email today to learn more.

 

Know of someone who plans to re-imagine their New Employee Orientation program in 2015? Be kind and share this post!

ANNOUNCEMENT: Does Your New Employee Orientation Program Need an Overhaul?

Orientation Overhaul Logo JPEG format cropped

 

We’ve been hinting around at a big announcement for the past few weeks, and here it is!  By popular demand, we are excited to announce the newest public workshop offering from phase(two)learning!

Join us March 9-10, 2015 for Orientation Overhaul: Re-imagining the New Employee Experience in your Organization!

New Employee Orientation is often a lackluster rite of passage for new employees – consisting of little more than paperwork, policies and procedures. Unfortunately, many programs fail to grasp this unique opportunity to connect with their newest associates, harness their natural new-employee excitement and ignite their passion for your organization…which fuels employee engagement, learning and long-term retention.

So, let’s give it an overhaul! By the end of this workshop, you will be able to:

  • Identify the strengths and weaknesses in the design and delivery of your current New Employee Orientation program
  • Define success for your New Employee Orientation program
  • Identify the essential stakeholders across your organization who should be involved in your New Employee Orientation program
  • Incorporate strategies into your Orientation program proven to increase engagement and to make sure your new employees “get it”
  • Compare and contrast what you’re currently doing with successful practices from industry-leading organizations with an inspiring Onboarding Luminary discussion panel
  • Differentiate between must-have and nice-to-have elements in your New Employee Orientation program
  • Use concepts learned in this workshop to immediately implement changes to your current Orientation materials in our unique Design Lab session

Who should attend?

  • HR & Talent Acquisition leaders who are responsible for their organization’s New Employee Orientation program
  • Learning & Talent Development professionals who are involved in developing or delivering New Employee Orientation content
Learn more and register here

If your New Employee Orientation could use a reboot – we can assure you, this session is for you. And trust us, it will not be a passive, boring, lecture-laden session…this will be an intensive, roll-up-your-sleeves opportunity to immediately work on your own Orientation materials. The workshop will conclude with a unique Design Lab, which will allow you to take advantage of ideas from other participants, as well as receiving coaching and feedback from your facilitators to begin your own overhaul before you leave – and before you get distracted back in the office!

Seating is limited…reserve your spot today!

Yes, I keep saying “we” – so, who’s helping me with this?

This workshop is a joint venture between myself and Brian Washburn, the voice of the popular Train Like a Champion blog. Brian has been working in instructional design and workshop facilitation for over 16 years. He is the co-founder and managing director of Endurance Learning, an organization whose vision is for every presentation to be engaging and lead to change. Brian has worked with organizations across North and South America, Asia and Africa in order to help improve the engagement and interactivity of their training programs. He has served as the national training director of the National Court Appointed Special Advocate Association (CASA) and the Global Learning & Development manager for SightLife, the world’s largest eye bank. In 2011, Brian was named a Top Young Trainer by Training Magazine in recognition of his contributions to the training field before the age of 40. You can read more about his philosophy on training design and delivery at his blog, and you can connect with him on Twitter at @flipchartguy.

 

Register NOW to reserve your seat and take advantage of Early Bird savings! 

Use up those 2014 training budget dollars, or start making plans for 2015 by registering today! You’ll save $100 per person, or even more if you take advantage of the group discount or table sponsor opportunity. Check out the registration page to learn more.

 

Here’s what we need from you, Phase(Two)Nation:

  • Please take a look at the registration page and consider attending the workshop on March 9-10, 2015
  • Share this post with colleagues and friends who are involved with their organization’s New Employee Orientation program
  • Join the phase(two)learning email list so you are in the loop about other upcoming events and updates!

Subscribe to receive email updates from phase(two)learning

 

Got any questions about this event? Reach out to Michelle anytime to learn more.

Onboarding Should be Relational, not Transactional

onboarding-soapbox

Sometimes, it’s the smallest things that get under a person’s skin and drives. them. absolutely. crazy.

For me, it’s the term “new hire.” Seems innocent, right? I’m sure about 99.2% of people in the free world wouldn’t think twice about the expression, but it’s one I simply cannot stand.

In fact, I told my friend Brian the other day that “I die a little bit inside every time someone says ‘new hire’.” Okay, maybe that’s a little dramatic, but hear me out:

Onboarding should be relational, not transactional.

“Hire” is a verb. It suggests transaction, or something that you do. When I hear someone referred to as a “new hire,” I immediately think that person isn’t an official part of the organization yet. In fact, when we look at the top definition for hire, this is what we see:

onboarding-should-be-relational-not-transactional

Am I saying there is no “transaction” involved in the process? Not at all. I get it, there is paperwork to complete, processes to follow, content to share. But that is not the end-all-be-all to onboarding a new employee.

onboarding-should-be-relational-not-transactional

Onboarding is a process that immerses a new employee (noun!) into an organization.

I think it’s safe to say that most, if not all, of us want our newest employees to feel welcomed, nurtured and included when they join the organizations we support. Your new employees are people, with needs and emotions and questions.

There is so much more to onboarding than the simple act of “hiring” a person.

When building a culture that welcomes, nurtures and includes new employees (particularly when there hasn’t been much of a process in place), an easy place to start is with the language you are using. It may be subtle – maybe even unnoticed – but being intentional with a detail as seemingly tiny as “new hire vs. new employee” sends a message to your organization that you are committed to building relationships with your newest employees.

Want to blow people’s minds? Tell them about it.

Tell your onboarding stakeholders and company leaders about your decision to use intentional language. Tell them that your team is committed to making onboarding a relational process, rather than a transactional one. This can be a huge value-add for your program.

Guess what? The benefit of intentional language goes beyond onboarding. Consider your language for learning, development and succession planning programs as well.

 

Your turn: Am I crazy? Is this just being a little too nit-picky? Tell me about it. Or tell me that this is brilliant, and it will revolutionize your program. Either way, I’d love to hear your thoughts in the comments.

Know of someone who would benefit from this article? Please take a moment to share it!

 

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