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The Power of Onboarding. David Scotto, ARM, CRM Senior Vice President Chief Learning Officer, Sedgwick CMS. Objectives. Introduce the Concepts Behind Onboarding Outline the Positive Impact of Onboarding to an Organization Review Practical Applications for Your Organization. - PowerPoint PPT Presentation
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The Power of Onboarding
David Scotto, ARM, CRMSenior Vice President
Chief Learning Officer, Sedgwick CMS
Objectives
• Introduce the Concepts Behind Onboarding
• Outline the Positive Impact of Onboarding to an Organization
• Review Practical Applications for Your Organization
Sedgwick CMS, Inc.The Organization
• Premier Third Party Administrator
• $398 million in Revenues in 2005
– Consistent Annual Growth of more than 20% since 2000
• Employer of Choice certification (2004 & 2005)
• Voted Best TPA in 2005 & 2006
• Acquired by Fidelity National Financial, Inc. in February 2006
Sedgwick CMS, Inc.The Organization (continued)
• Culture– Fast-paced– Quality-driven– Innovative– Empowering
Core Values
• To Deliver Excellence
• To Operate Openly and With Integrity
• To Embrace Change
• To Grow as Individuals
• To Operate as One Company, One Team
Employer of ChoiceListening to Our Colleagues
• Annual EOC survey• Response rate of >97% each year• EOC Certified in 2004 & 2005
• Survey topics:The Company
The Culture
Enlightened Leadership
Care of People
Growth and Opportunity
Meaningful Work
Compensation & Benefits
Making a Difference
Employee Loyalty
Performance Results
Hiring and TurnoverThe Numbers
Year Year-End Head Counts
Hires Total Turnover
Total Turnover %
Voluntary Turnover %
2000 1724 743 480 27.8% 22.6%
2001 2139 947 533 24.9% 17.0%
2002 2502 893 539 21.5% 14.6%
2003 3003 1015 533 17.7% 13.1%
2004 3742 1367 618 16.5% 12.1%
2005 4070 1143 803 20.2% 16.1%
*2006(*partial year)
*1101
Sedgwick CMS, Inc.The Challenges
• Awareness
• Organizational Buy-In
• Metrics
• Colleague Participation
• Orientation vs. Training
Strategic Initiatives
• Impact
– Turn-Over
– Performance
– Quality
– Employer of Choice
“One Company… One Team”
• HR Representative
• Manager/Supervisor
• IT Specialist
• Quality Assurance
• Current Colleagues
EQUIP Overview
• Orientation for ALL new colleagues• Training is position-specific• Unique materials for transitional colleagues• Training designed to be:
– Meaningful– Applicable– Practical
• How-To manuals for Colleagues & Supervisors/Managers
• Assigned Buddy
The Orientation Handbook
• New colleagues are provided with a handbook to guide them through the orientation plan
– Structured Activities
– Checklists
– Self-Paced Readings
– Meaningful Content
– Blended-Active Learning
EQUIP Web PageOne-Stop Shopping
• Day 5 - Colleague survey
• Day 60 - Colleague survey
• Day 90 - Performance discussion
• Annual Employer of Choice surveys
• Exit Interviews
MetricsContinuous Improvement
Best Practices
• Create awareness
• Buy-in from Execs & Key Departments
• Proper execution of the launch of the new program
• Design appropriate & practical activities
• Ability to change with organizational needs
• Design for the appropriate audience
• Maintain professional integrity of the program
The Power of Onboarding
David Scotto, ARM, CRMSenior Vice President
Chief Learning Officer, Sedgwick CMS