What am I here to do?
Responsibilities, expectations, standards, priorities, decisions and contribution.
The goal isn’t to finish onboarding. It’s for someone to understand the business, their team and their role well enough to start contributing.
DESIGNED DELIBERATELY.Most onboarding starts by asking what information we need to give someone. I prefer to start by asking what they need to become effective.
What should this person know? What should they be able to do? What should they understand about how their team works? What should they be ready to own?
Once that’s clear, we can work backwards.
Responsibilities, expectations, standards, priorities, decisions and contribution.
Dependencies, relationships, communication, ownership and ways of working.
Direction, priorities, context and how the role connects to the bigger picture.
Standardise what should be consistent. Personalise what should be human. Automate the admin, not the relationships.
50 → 33 manual tasks. One redesigned onboarding workflow removed 17 manual tasks, giving managers more time for planning, context-setting and actually supporting the new starter.
Read the onboarding case study →Tell me where new starters get stuck and what managers keep having to coordinate.
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