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4 Steps to Successful Onboarding

Updated: Aug 7

You've worked hard and spent money to recruit the right talent. Now you need to keep them and get them producing.


A new hire’s success depends on how well they’re trained, so onboarding is a critical stage with a lot at stake. Often, employees’ future successes and failures can be traced back to the quality of their onboarding.

Create a Clear Learning Path and Itinerary
Outline an itinerary, with clearly defined expectations and key learnings for the duration of the onboarding process, and then outlines specific objectives for growth and sales in the next 60 days. This helps your team know how to approach training and support a new hire as they adjust to their new role.

Have All Needed Tools And Resources Ready To Go
There is nothing more demotivating than starting with a company that isn’t prepared for you to do your job right away or the managers are too busy to train you. Give new hires the tools and resources they need to be successful and hit the ground running right away. Make sure those tools enable self-guided learning and onboarding, so the process isn’t held up by HR or management time constraints.

Help Them Transition Into Your Cultural Norms
Onboarding is not limited to the technical aspects of the new role; it also includes a successful transition into the organization’s cultural norms. When developing custom videos for your training program, be sure to include cultural and unique elements that are critical to their understanding of norms for operating successfully within your company.

Help Them Envision Success At The Company
When onboarding, include videos and materials that showcase what success looks like and how it can be attained so they can envision a long future at the company. Include facts and stories from employees about their successes and experiences to make new hires enthusiastic and ready to make an impact.

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