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Onboarding 2.0 With David Lee HumanNatureAtWork.com Brought to You By:

Onboarding 2.0

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ERE Webinar from 5/24/2011, presented by David Lee.

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Page 1: Onboarding 2.0

Onboarding 2.0

With David Lee

HumanNatureAtWork.com

Brought to You By:

Page 2: Onboarding 2.0

“After Picture”

1.  Greater precision and control over…

2.  “Good to Great”

3.  Engaging, and inspiring…

4.  Productive faster…

Page 3: Onboarding 2.0

Agenda

•  “The Designer’s Mindset”…

Page 4: Onboarding 2.0

Agenda

•  “The Designer’s Mindset”…

•  Six “Lenses”…

Page 5: Onboarding 2.0

Agenda

•  “The Designer’s Mindset”…

•  Six “Lenses”…

•  Six Hard-wired Human Drives…

Page 6: Onboarding 2.0

Agenda

•  “The Designer’s Mindset”…

•  Six “Lenses”…

•  Six Hard-wired Human Drives… •  New Hire Experience Mapping ™

Page 7: Onboarding 2.0

Agenda

•  “The Designer’s Mindset”…

•  Six “Lenses”…

•  Six Hard-wired Human Drives… •  New Hire Experience Mapping ™

•  Next Steps

Page 8: Onboarding 2.0

Letter of Acceptance Pre-boarding Day One

First Week 30 days 60 days

90 days 180 days 1 Year

The Onboarding Life Cycle

Copyright, 2010. David Lee ▪ www.HumanNatureAtWork.com

Page 9: Onboarding 2.0

The Designer’s Mindset

Page 10: Onboarding 2.0

Great Design = Aesthetics and Functionality

The Designer’s Mindset

Page 11: Onboarding 2.0

Great Design = Aesthetics and Functionality

The Designer’s Mindset

Page 12: Onboarding 2.0

Great Design = Aesthetics and Functionality

The Designer’s Mindset

Page 13: Onboarding 2.0

Great Design = Aesthetics and Functionality

The Designer’s Mindset

Page 14: Onboarding 2.0

Great Design = Aesthetics and Functionality

The Designer’s Mindset

Page 15: Onboarding 2.0

Great Design = Aesthetics and Functionality

The Designer’s Mindset

Page 16: Onboarding 2.0

Translating the Designer’s Mindset to Your Onboarding Experience

Functionality = Does this process or step in the process…

•  Help or Hinder The Path to High Performance?

•  Reduce Time to 100% Productivity/Quality?

•  Ensure Employee Success?

The Designer’s Mindset

Page 17: Onboarding 2.0

Translating the Designer’s Mindset to Your Onboarding Experience

Aesthetics = What emotions do we want this Moment of Truth to elicit and how can we do that?

•  Inspired? •  Optimistic? •  Proud? •  Comfortable? •  Welcomed? •  Confident?

The Designer’s Mindset

Page 18: Onboarding 2.0

“So…how do you design great new hire experiences?”

The Designer’s Mindset

Page 19: Onboarding 2.0

Applying The Designer’s Mindset To Onboarding

Know the fundamentals (the “design elements”)…

… Moment of Truth by Moment of Truth…

The Designer’s Mindset

Page 20: Onboarding 2.0

Letter of Acceptance Pre-boarding Day One

First Week 30 days 60 days

90 days 180 days 1 Year

The Onboarding Life Cycle

Copyright, 2010. David Lee ▪ www.HumanNatureAtWork.com

Page 21: Onboarding 2.0

The Design Elements

Designer’s Mindset › Design Elements

Page 22: Onboarding 2.0

New Hire Moments of Truth

The Design Elements

Designer’s Mindset › Design Elements

Page 23: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

UNIVERSAL DRIVERS OF ENGAGEMENT, SATISFACTION, PRODUCTIVITY, ETC. #1

Page 24: Onboarding 2.0

Designer’s Mindset › Design Elements

UNIVERSAL DRIVERS OF ENGAGEMENT, SATISFACTION, PRODUCTIVITY, ETC. #1

•  Opportunities for Professional Growth

•  Relationship with Supervisors

•  Opportunities to Make a Difference

•  Belief in Employer’s Mission

•  Etc…

Page 25: Onboarding 2.0

Designer’s Mindset › Design Elements

UNIVERSAL DRIVERS OF ENGAGEMENT, SATISFACTION, PRODUCTIVITY, ETC. #1

Source: Talent Management in the 21st Century: Attracting, Retaining and Engaging Employees of Choice, WorldatWork Journal, 2006

Page 26: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

DEMOGRAPHIC-SPECIFIC DRIVERS OF ENGAGEMENT, SATISFACTION,

PRODUCTIVITY, ETC. #2

Page 27: Onboarding 2.0

Designer’s Mindset › Design Elements

DEMOGRAPHIC-SPECIFIC DRIVERS OF ENGAGEMENT, SATISFACTION,

PRODUCTIVITY, ETC. #2

•  Generational

•  Cultural/Regional

•  Profession & Position

Page 28: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

Page 29: Onboarding 2.0

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

Humans Are Meaning-Making Creatures…

Page 30: Onboarding 2.0

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

…Therefore “Little Things” Take On Disproportionately Large Significance in

Ambiguous Situations

Page 31: Onboarding 2.0

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

“I’m not sure if we’ll be able to….

Page 32: Onboarding 2.0

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

“What did it mean to me? It meant they were unprepared; and if they're not ready for me to come in on my first day, what else are they not ready for?

Page 33: Onboarding 2.0

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

“This is something they knew about eight weeks in advance. I committed a career shift and went to a company that isn't even sure about this minor detail? If that was uncertain on my first day, what else am I going to deal with here?”

Page 34: Onboarding 2.0

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

Humans Are Meaning-Making Creatures…

Page 35: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

PRINCIPLES OF HUMAN NATURE THAT AFFECT EMPLOYEE PERFORMANCE #3

Page 36: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

HARD-WIRED HUMAN NEEDS AND DRIVES… #4

Page 37: Onboarding 2.0

Designer’s Mindset › Design Elements

HARD-WIRED HUMAN NEEDS AND DRIVES… #4

•  Meaning and Purpose

•  To Matter

•  Pride and Self-Esteem

•  Control

•  Self-Efficacy/Mastery

•  Relationships and Belonging

Page 38: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

“WHAT’S THE EMOTIONAL TAKE AWAY…?” #5

“Aesthetics”

Page 39: Onboarding 2.0

Designer’s Mindset › Design Elements

“WHAT’S THE EMOTIONAL TAKE AWAY…?” #5

•  Confused •  Frustrated •  Overwhelmed •  Bored •  Annoyed •  Anxious •  Insecure •  Disappointed •  Regretful

Or…

•  Welcome •  Comfortable •  Secure •  Valued •  Important •  Proud •  Excited •  Confident

Page 40: Onboarding 2.0

New Hire Moments of Truth

Designer’s Mindset › Design Elements

“WHAT’S THE PERCEPTUAL TAKE AWAY…?” #6

Page 41: Onboarding 2.0

Designer’s Mindset › Design Elements

“WHAT’S THE PERCEPTUAL TAKE AWAY…?” #6

•  A well run outfit: “We do things right.”

•  Management is smart.

•  Management cares.

•  Management respects employees.

•  Employees get to make a difference.

Page 42: Onboarding 2.0

Designer’s Mindset › Design Elements

“WHAT’S THE PERCEPTUAL TAKE AWAY…?” #6

1.  Trust…

2.  Respect…

3.  Pride

4.  Excitement or “Buyer’s Remorse”

5.  Employer Brand

Why Is This So Important?

Page 43: Onboarding 2.0

The Six Design Elements 1.  Universal Drivers of Engagement, Satisfaction,

Productivity, etc.

2.  Demographic-Specific Drivers of Engagement, Satisfaction, Productivity, etc.

•  Generational

•  Cultural/Regional

•  Profession & Position

Designer’s Mindset › Design Elements

New Hire Moments of

Truth

Page 44: Onboarding 2.0

New Hire Moments of

Truth

The Six Design Elements 3.  Principles of Human Nature That Affect

Employee Performance…

4.  Hard-wired Human Needs and Drives...

5.  “What’s the Emotional Take Away?”

6.  “What’s the Perceptual Take Away?”

Designer’s Mindset › Design Elements

Page 45: Onboarding 2.0

New Hire Experience Mapping ™

Page 46: Onboarding 2.0

Letter of Acceptance Pre-boarding Day One

First Week 30 days 60 days

90 days 180 days 1 Year

The Onboarding Life Cycle

Copyright, 2010. David Lee ▪ www.HumanNatureAtWork.com

Page 47: Onboarding 2.0

New Hire Experience Mapping ™

Day One

Directions & Instructions on Where to Go, Park, etc.

Signage in lobby

Greeting by Receptionist

etc., etc.

Copyright, 2010 ▪ David Lee ▪ www.HumanNatureAtWork.com

Page 48: Onboarding 2.0

New Hire Experience Mapping ™

Day One

Directions & Instructions on Where to Go, Park, etc.

Signage in lobby

Greeting by Receptionist

etc., etc.

Universal Drivers…

Demographic-Specific Drivers

“What’s the Emotional Take Away?”

Principles of Human Nature…

Hard-wired Human Needs and Drives

Ap

ply Each

Lens

Copyright, 2010 ▪ David Lee ▪ www.HumanNatureAtWork.com

“What the Perceptual Take Away?”

Page 49: Onboarding 2.0

New Hire Experience Mapping ™

Page 50: Onboarding 2.0

Agenda

•  “The Designer’s Mindset”…

•  Six “Lenses”…

•  New Hire Experience Mapping ™

•  Six Hard-wired Human Drives…

•  Next Steps

Page 51: Onboarding 2.0

Next Steps 1.  Map out your new hire experience Moments of

Truth.

2.  To begin the process, ask: –  Emotional Take Away? –  Perceptual Take Away? –  6 Key Human Needs and Drives?

Page 52: Onboarding 2.0

Next Steps 3. Learn More About the Different Drivers and How to Design Experiences to Satisfy Them. 4. To accelerate your…

Page 53: Onboarding 2.0

How to Become an Onboarding Hero ™

Learn about the “Onboarding Faster, Smarter, Better” Program

http://www.humannatureatwork.com/onboardinghero

Special ERE.net Participants 40% Discount if Ordered by May 30th

Page 54: Onboarding 2.0

www.HumanNatureAtWork.com

For downloadable articles and one of the first industry whitepapers on onboarding, go to:

For information on accelerating your onboarding process:

(P) 207-571-9898

(Email) [email protected]

Page 55: Onboarding 2.0

Thank you again to our sponsors

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