Onboarding During Times of Organizational Change

I don’t often talk about happenings at my day job, but I have an interesting case study to share. We have recently completed a major system conversion, a project that has taken nearly 3 years from inception, but particularly the past 18 months. My team was tasked with enabling the entire organization through training, on-the-job practice, working with SMEs and communication. Since this was such a meaty endeavor, and a change that literally affected nearly every area of the business, we had a hiring freeze during the final months of the implementation.

Our first orientation class since we’ve migrated to the new system began this week. As in many facets of organizational change, there was apprehension floating in the air about bringing new employees so quickly after the proverbial switch had been flipped. It got me thinking about onboarding new employees throughout times of change….here are a few quick tips if you are in (or approaching) a season of change in your organization:

Believe it or not, your newest employees have the upper-hand. They lack the context of how things used to be, the crutch of comparing old and new processes or a brain full of outdated system knowledge. They come in with a fresh mindset and can actually bring helpful perspective to the team.

Get your house in order. When new employees leave the secure nest of Orientation and head to the job, they won’t have a true Subject Matter Expert on hand to show them the ropes. Depending on how “new” systems and processes are, they may find that even seasoned, tenured employees are still learning. Ensuring that you have well-designed job aids and other resources are essential for just-in-time learning.

Training new employees is very different than training existing employees. To the earlier point, new employees don’t know how the previous system or process worked. Existing employees need to be ready to jump right into their existing role after the change takes place. Attempting this with a new employee is akin to the old fire hose approach………new employees need to balance learning content consumption with the context to understand and apply it.

 

All in all, the team is excited to jump back into a new chapter of our award-winning onboarding program and welcoming our newest team members!

 

Your turn: What strategies have you found successful during seasons of major organizational change? Share your challenges and tips in the comments below!

 


 

Launch time is coming SOON! Be among the first to grab the online course & DIY kit!

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Onboarding is not a “Nice-to-Have”

I had a brief conversation with a consultant and business owner at a networking event a few months ago, where the topic drifted to the new employee experience. We were discussing a few general best practices and he probed why onboarding is the niche market I choose to serve in my consulting practice. Trying not to bore frighten overwhelm him with my exuberance and sheer geekdom on the topic, I simply replied that there are so many well-meaning organizations who really miss the mark with their onboarding efforts…and there are numerous opportunities for onboarding to make a measurable impact on an organization’s bottom line and to drive engaged, productive employees and teams.

To which, he replied:

“Yeah…but onboarding really is a ‘nice-to-have,’ not a ‘need-to-have.’ Why waste your time on something that isn’t essential?” 

And Michelle was kicked out of the networking event for causing a scene.

The End.

Just kidding.

But I did quip back with, “That mindset is exactly what I’m committed to changing.” He laughed and told me to give him an example. I rattled off a quick case study about an organization I worked with who updated their onboarding program and resulted in a significant decrease in employee turnover among new employees and leaders and a reduction in errors by new customer service reps in the first 30 days. I connected that back to a financial win for that organization, and watched his eyes widen as he processed my 30 second, Cliff’s Notes-style summary…

I couldn’t help but smile when he said, “I had no idea. You’re absolutely right.”

Friends, onboarding is an essential component to your people and operations strategy. It’s a “need-to-have,” because:

It is more than paperwork.

It is more than getting their desk and computer set up.

It is more than a lengthy PowerPoint and a building tour during Orientation.

 

Onboarding is a strategic, competitive advantage that can yield tangible business results for your organization:

It’s about welcoming a new employee to the company, the team and the role.

It’s about setting new employees up to be successful over their first several months on the job, not hours.

It’s about building connection and community.

It’s about moving your business forward.

 


 

Is your organization one of the well-meaning ones who are simply missing the mark? Perhaps your leaders and decision makers don’t see the value….well, as I shared in a previous post, Why do leaders care about onboarding?, leaders care about onboarding when we tell them to care. Give them a reason. Build your business case and make it irresistible.

There is still time to make this happen in 2018! Download this free tip sheet to help you get started:

5 Steps for Getting Leader Support for Onboarding

In my annual State of Onboarding survey earlier this year, I discovered an overwhelming interest in courses, webinars and workshops that enable professionals on developing and implementing onboarding strategies. Thank you for the feedback….because friends, I listened, and I’m thrilled to be launching a self-study course and DIY kit in the coming weeks:

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Whether you are a team of one or on a team of many, this course and DIY kit will give you everything you need to identify your unique opportunities to drive business results through onboarding, and build a compelling case to get your decision makers on board.

Want the inside scoop when it’s available?  Join the list to be the first to know!

Let’s Make Onboarding Better….together!

 

New Blog Series | Talent Marketing Essentials

“If everything in your toolbox is a hammer, then everything will look like a nail.” – unknown

I don’t know who originally said this, but I heard a sales trainer quote it at least 10 years ago, and the saying has stuck with me ever since.

It’s so true…in the Business of Talent, we need to have a versatile set of tools ready to use to help us connect and engage with our various participants in training, employee engagement, employee development, onboarding, and other programs that our teams lead.

I had the privilege of spending some time in my career working for a digital/email marketing startup – I developed and delivered training for thousands of clients on six continents during my time there.

(Still, and will always be, one of the best jobs I ever had!)

That said, I am not a marketer by trade. Early in my career (nearly 20 years ago – yowza!), I cut my teeth facilitating a LOT of instructor-led training sessions. I was able to leverage those skills when I joined the startup and learn from our clients, many of which were using our software to implement some pretty sophisticated marketing strategies. I was thrilled to get a behind-the-scenes look at how these clients – from Microsoft to Coca-Cola to Spanx – were doing it.

And there, I learned enough to be dangerous.

It’s been several years since I moved on to the next step in my career, but I have kept an eye on trends in the digital marketing space….and have been utilizing modified versions of those strategies in my own talent programs. And it makes a difference!

Bottom line: It’s important for all of us, as leaders in the Business of Talent, to occasionally think like marketers and get better at communicating effectively with our program participants, leaders and stakeholders. Because, at the end of the day, that’s all it is: Communicating effectively and with a purpose.

Even if you don’t have a fancy Marketing degree.

Even if you don’t geek out over things like email open rates and click-through rates.

Even if you don’t “do” social media…or your organization blocks it.

 

My next few posts will be dedicated to sharing HR/Talent-friendly versions of a few simple marketing campaigns that you can replicate in your organizations. And you won’t need a lot of fancy software to make it happen, I promise!

To start, if you subscribe to this blog, you’ll receive a complimentary workbook all about the first strategy…How to Create a “Drip Campaign” Email Sequence to Communicate with New Employees. If you have never thought about leveraging the power of sequential, informative, helpful emails as a pre-start learning tool in your onboarding program, this handy little resource will be a game-changer for you!

If you already subscribe, you’ll be receiving an email with a copy.  If you haven’t yet subscribed to phase(two)learning, please do….I’d love connect with you, you’ll receive a copy of the workbook!

Join the phase(two)nation tribe today!

 

Setting & Communicating Vision for your Talent Development Team

*Jargon alert*

Vision. Mission. Purpose. Core Values. Strategy. Goals. Business Drivers. Competencies…….what do they mean? How are these concepts similar? How are they different? Do they matter? How do they work together to move an organization forward? What do they mean to a Talent department?

It goes without saying that Talent leaders need to find a way to cascade these organizational aspirations, often proclaimed from the highest levels of the organization, down to their teams and help them establish and maintain a connection, a “direct line of sight,” to those top-level messages. It starts with making sure we understand the vision ourselves. But that’s really not enough….

We need to translate that organizational vision into an inspiring, realistic vision for our teams.

If it all starts with a vision, how do we create and communicate it? Unfortunately, not everyone is “visionary” by nature, but it is a necessary quality for effective leaders to possess and demonstrate. If this isn’t a strength for you, don’t fret…it is a LEARNABLE skill!

For years, I’ve been saying that measuring and evaluating the success of Learning & Development programs must include a deliberate blend of quantitative and qualitative data. Simply put, we need to balance “the head and the heart” to ensure that we are truly adding value. Setting and communicating a vision takes a similar mindset.

Sure, we need to consider HOW we achieve or realize our vision (the quantitative “head”), but it all starts by getting your team to feel, embrace and yearn for the vision (the qualitative “heart”).

It’s emotion. It’s passion. It’s in your gut. It’s what kicks us out of our complacent routines and makes us remember why we do what we do.

I was listening to one of my favorite podcasts in the car today that really got me thinking about just how important this is. They shared an incredible quote from The Little Prince by Antoine de Saint-Exupéry (my high school French teacher would be so proud) that sang to me (so much that I rewound that bit of the podcast 3 times to listen to the quote again and again):

“If you want to build a ship, don’t drum up the men to gather wood, divide the work and give orders. Instead, teach them to yearn for the vast and endless sea.”

Dang, that’s good.

How often do we get caught up in the details? The tasks? The budgets? The busy-ness? Without realizing it, that’s the message we send to our teams, which is about as UNinspiring as it gets, amiright?

We’re burning them out instead of setting them ablaze.

The podcast episode I was listening to, “4 Steps to Communicating Vision,” on the Lead to Win podcast with Michael Hyatt, went on to share these tips for creating a vision. I’ve added a few thoughts to how we, as Talent, HR and L&D leaders, can really make these come alive with our teams:

 

>>>A statement of culture

The podcast suggests that this statement (which may be more than a single sentence), answers the question, “Who are we?” For our teams, this should clarify the value we add to the greater organization.

Example:

“The Talent Development team at ABC company are professionals, serving professionals, helping all ABC employees learn, grow and succeed.”

 

>>>A description of product

Your team needs to have a really, really laser-focused understanding of what you do, and what you don’t do. If my years of experience have taught me anything, it’s that whenever there is an issue with the business, the “training team” is often on speed dial (whether or not it truly IS a training issue…can I get an “Amen”?). Start with your team, then evangelize across your organization.

Examples:
  • We assess business goals, needs and projects to identify the learning needs of all stakeholders.
  • We are skilled content creators and training facilitators, dedicated to developing top-quality programs, materials and resources that aid strategic, just-in-time learning.
  • We are experts in establishing, nurturing and maintaining an engaged, skilled workforce dedicated to our mission of serving customers.

 

>>>A concept of the market

Who do you serve? In some organizations or teams, this might be a relatively simple question to answer. But with today’s increasingly complex business landscape, this might be more of a challenge. Global, matrixed, disbursed companies = an even greater need to help teams understand the market.

A leader at a company I used to work for was often quoted as saying, “There’s no such thing as an internal customer.” What he meant was, there was one customer. The person buying your products or services. (He referred to “internal customers” as “business partners.”)

Okay – I see his point. But in the Business of Talent, we are often (not always) a step removed from the true CUSTOMERS. So we need to understand how we align to and serve them, even if indirectly. I know that I can draw a connection to a customer, but can my team make the same association? Simplify this by articulating who you serve.

Example:

“The Talent Development team at ABC Company provides training, employee development programs, learning tools and resources to all employees.”

 

>>>A desired impact

I could come up with my own words, but the post from the podcast episode said it best, so I’m just going to take it and run with it….a desired impact answers the question:

“So what?”

By the time we’ve identified who we are, what we do and who we serve, it’s only fair to specify WHY we do it and what the result will be if we deliver on our promise.

Example:

“Through our programs and resources, all ABC Company employees may have the tools they need to be successful in their current or future roles, effectively serve our customers and drive tangible business results.”


 

Let’s stitch these 4 pieces together:

The Talent Development team at ABC company are professionals, serving professionals, helping all ABC employees learn, grow and succeed.

We assess business goals, needs and projects to identify the learning needs of all stakeholders. 

We provide training, employee development programs, learning tools and resources to all employees.

Through our programs and resources, all ABC Company employees may have the tools they need to be successful in their current or future roles, effectively serve our customers and drive tangible business results.

 

This would be an excellent exercise to share with your fellow Talent/HR/Learning leaders for a team retreat or strategic planning meeting. Naturally, you’ll want to expand this with your own priorities, leadership qualities and behaviors that drive personal, team and organizational results. Play around with the concept and discover what fits for your culture, team and company! Check out the show notes from the podcast for some killer examples.


 

My challenge to you, friends, is to set a vision and use every opportunity to make your vision come alive with your team. Use it to showcase the value you bring to your organization!

Your turn: What are your thoughts on setting and communicating a vision with your team? Have you done this in the past? How will you use this information? Please share a comment, or share this post with a colleague!

Why Managers Need a “GPS” to Navigate the Employee Development Journey

Why managers need a GPS

Unless one is in the business of “talent,” it could be confusing to recognize what “talent” really means. After all, what differentiates talent management, talent acquisition, talent development, talent shows….okay, I’m kidding on that one. But kidding aside, it can be confusing to people who DO work in a talent-focused role, so it’s no surprise how complex it might seem for anyone else or to understand how their role intersects with the “business” of talent.

People managers, regardless of your industry or department, this one is for you: Your role in developing talent is critical. You are the linchpin. The one who is most likely to encourage – or stunt – an employee’s growth, development and ultimate success within your team and in your organization. And yes, it may be only one of many functions listed on your job description, but it is arguably the most important aspect of your role.

If the end destination is an engaged, successful long-term employee, how do managers navigate the career path – especially when every employee is unique and at different points along the journey, and there are so many different route options to follow?

 

Successful navigators, whether in travel or career, follow a roadmap or GPS.

Throughout the employment journey, a manager should be tuned into employee development needs at every turn:

  • When interviewing and hiring
  • During the onboarding period
  • While career planning
  • Through the succession identification and planning process
  • While promoting an employee (and re-onboarding after that promotion!)
  • When an employee prepares to leave the business

 

Lou Russell, Brittney Helt and I have spent the past several months diving into the manager experience during each stage of employee development and built a simple road map to guide managers’ paths. We are thrilled to launch our new book, Talent GPS: A Manager’s Guide to Navigating the Employee Development Journey, a practical guide for managers to chart their course through this complex process.

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Remember, an employee’s success hinges on the support provided by his/her manager. Our job as Learning & Talent Development practitioners is to help managers navigate the journey.  

Whether you manage people, or support people who do, you will benefit from having this resource in your collection.

Learn more and order your copy today!

Why “Lean In” Made Me Step Back for a Moment

Over the past few years, the Lean In movement has become a highly influential, inspirational voice for professional women around the world. As a professional female, I appreciate the message and encouragement. As the mother of a teenage son (today, at the time of this writing, is actually his 15th birthday!) and a college-aged daughter, I appreciate that these conversations are happening, to hopefully provide an equal, empowering career experience for her, and that my son has an educated perspective as well. I’ve read the book and follow posts on social media. I would say that I’ve been in agreement with most of the points I’ve seen.

Until last week.

If you know me, you know that I am hardly a confrontational person. This blog, while sometimes a source of tough love for hiring managers and those who are responsible for creating learning experiences, is not typically a platform that seeks out debate because, quite frankly, it’s exhausting, it rarely yields change, and it’s just not my style. However, in defense of my passionate stance for the new employee experience, I was unsettled by a post and New York Times article I read the other day on the Lean In Facebook page:

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Specifically, this line from the post:

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Please hear me: I am not disagreeing with the overall premise of this article. I fully believe that women often do more “office housework” than their male counterparts. I have seen (and experienced) it time and time again during my 20+ years in the workforce.

My issue, and what struck such a nerve with me, is that this post described “training new hires” as OFFICE HOUSEWORK, suggesting that it is an inconvenience. A mindless task. A chore.

Then I thought, “Okay, Michelle. Before getting all worked up over a Facebook post, maybe you should read the article and then form an opinion?” So I did.

And in the first paragraph, I read this:

lean_in_article

 

Right there, among suggestively trivial items like helping improve a presentation and planning a holiday party, I saw it: “trained several new hires…”

Now, I can accept that fact that whoever wrote the Facebook post, and the authors of this article probably did not intend to minimize the importance of onboarding. Of the thousands of people who read the post/article, I am probably the only one who is reacting so passionately to something that wasn’t even the main point (I could argue how sad that is, but I’ll let it slide). But since the Lean In organization has such influence over so many professionals in countless organizations and industries (and kudos to them for it), I am distressed over the notion that such cavalier word choices may cause readers to dismiss an organization’s need for intentional, results-driven onboarding.

If you treat onboarding like an inconvenience or a low-priority task, then don’t be surprised if your new employees aren’t feeling connected to your organization.

A study by Aberdeen has shown that as many as 87% of new employees aren’t fully committed to a new job for the first six months. Eighty-seven percent. Let’s put it this way: out of 100 newly-hired employees, 87 of them are still subscribed to emails from Indeed and Glassdoor and may still be following up about other submitted job applications or calls from assertive recruiters. Those talented employees that you have invested time and money to hire and train are not entirely sure that they want to stick around for the long haul. If your partners in the onboarding process don’t realize how important their job is, then it is your job to communicate it.

Who are your partners?

Regardless of who “owns” the onboarding experience for your organization, there are a number of key stakeholders who should be involved in the new employee experience. Just a few include:

  • HR/Talent Acquisition
  • L&D/Training/Talent Development
  • Hiring Managers
  • Peers and teammates
  • Support staff (IT, administrative roles, etc)
  • Executives and senior leaders
  • Clients and vendors

Everyone involved touches a new employee’s experience in some way. If they treat this responsibility like an inconvenience, an afterthought or a “nice-to-have” during a busy time, then your new employees feel it. It potentially stunts their development, performance, engagement, and connectedness. You must educate your organization on how onboarding impacts the bottom line of your business.

Wait, what? You don’t know how onboarding impacts your business?

Find out.

What story is your company’s data telling about your new employees’ performance, retention and engagement? 

Depending on your organization’s goals and priorities, some essential metrics could include:

  • Sales within the first 30-60-90 days of employment
  • Number of errors or accidents on the job
  • Reasons employees leave within the first year (exit interview data is a gold mine for this!)
  • Number of internal promotions within the first year
  • Productivity – particularly for those in a very metric-driven role (think call center data, customer service, assembly line, etc)

 

Onboarding and new employee training can make a significant impact on business results – during Orientation, in a training environment and through on-the-job experience. People, male or female, who are involved should know how THEY are contributing to the bottom line. Give them a chance to take ownership of their role and recognize onboarding as a need-to-have. To lean in to the privilege of serving and contributing to a new employee’s success (see what I did there?).

Am I going to stop following Lean In because of this? No, of course not. The mission and work of this organization is important; it invites productive conversation and adds immense value to our professional society. In fact, had it not been for confidence gained through the stories of passionate female leaders and influencers, maybe I would not feel comfortable sharing my opinion through this platform? Who knows…

As a champion of learning in the workplace, I firmly believe that we need to pay attention to the direct and indirect messages we are sending, and use our influence to shape learning experiences for employees in the organizations we support. This article was a powerful reminder.


 

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Don’t miss a thing! For tips, ideas and yes….an occasional rant, simply complete the form below. Be sure to connect on Twitter too – @MichelleLBaker. You’ll be glad you did!

 

Heading to #ATD2016 this month?

2016-ATD-International-Conference-and-Expo

It’s May – are you heading to Denver for ATD’s International Conference & Expo (ICE) this month? I am – and I couldn’t be more excited! ICE is the biggest event of the year for L&D folks, and I’m ready to absorb every possible idea or nugget of wisdom along with 10,000+ of my fellow colleagues. Plus, I’m on the docket to present this year, which is such a tremendous privilege. 

I'm-speaking-at-ATD-ICE-2016

If this is your first time attending ICE, you should know that this is not an event you just show up at, sans-plan. With so many session options, it’s important to map out some options ahead of time. I’ve been working on my game plan for the past few days. While it is definitely subject to change, here are a few of the sessions I’m considering:

Sunday, May 22

8:00 a.m. – 12:00 p.m. – Chapter Leader Breakfast, Chapter Leader Day

1:30 p.m. – 2:30 p.m. – (SU205) Flip & Drip Approach to Leadership Development: Accelerating Learning Transfer

3:00 p.m. – 4:00 p.m. – (SU314) The LeaderShift: How to Engage & Develop the Next Generation of Leaders

4:30 p.m. – 5:30 p.m. – (SU408) Keys to a (Really) Successful New Supervisor Training Program

Evening – ATD-Central Indiana Member Meetup!

Monday, May 23

8:00 a.m. – 9:30 a.m. – (General Session) Leaders Eat Last: Why Some Teams Come Together and Others Don’t

2:00 p.m. – 3:00 p.m. Chapter Leader Power Hour

3:00 p.m. – 4:00 p.m. – (M212) Cracking the Code for Kirkpatrick Levels 3 & 4

4:30 p.m. – 5:30 p.m. – (M3318) Creating and Launching Sales Onboarding in 90 Days or Less 

Evening – TBD

Tuesday, May 24

1:00 p.m. – 2:00 p.m – (TU200) Redefining the Future of L&D with 70-20-10 and Beyond 

4:30 p.m. – 5:30 p.m. – (TU416) 70-20-10 Onboarding: How to Engage, Empower & Develop New Employees (My session – join me!)

Evening – TBD

Wednesday, May 25

10:00 a.m. – 11:15 a.m. – (W201) Keeping Learning Alive Through Social Media & Learning Communities

1:30 p.m. – 2:30 p.m. – (W304) Ending the ROI Void: What You Should Measure Come Monday

There are still several open spots on my agenda…this is why careful planning is necessary! There are so many intriguing sessions being offered, it’s tough to play the Sophie’s Choice game to decide which to attend. I’ll be narrowing the list over the next week or so, but I still fully expect to call a few audibles here and there.

First time at ICE?

Fear not! The conference website has a handy session planning tool that will let you review the session lineup and bookmark your favorites. Some folks in the L&D blogging community have also shared their own tips for a successful ICE experience. Here’s a great one by JD Dillon – 5 Tips for Making the Most of #ATD2016. He’s also shared his #ATD2016 schedule – check it out!

Will I see you there?

What’s on your must-see list while at ICE? Share your can’t-miss sessions in the comments below! 

Looking for some good conversation while you’re in Denver? Let’s catch up and talk shop over a cup of coffee! Drop me a note – let’s meet up!