Increase Your Topline Sales by Onboarding Effectively

Increase Sales - Mindtickle
You’ve just recruited some really promising sales reps with an impressive track record as rainmakers. On day one, HR arranges their computer, gives them a smartphone, and takes them through the company’s online onboarding portal. The following month is a blur of job-specific training workshops and e-learning, as your new reps try to get up-to-speed on your product, target customers, and industry intel. The volume of information they are scrambling to absorb is overwhelming.
Fast forward 8 months and the rainmakers appear to be going through a dry spell. Many of your sales teams haven’t met their quota and your Sales Managers complain that their reps don’t seem to understand the product, let alone the needs of their customers. And you’re left having to explain the lackluster sales results to the Board.
It’s easy to blame the recruitment process here, but it’s more likely that your sales onboarding program could benefit from a more systematic approach.

You are not alone, according to a research done by Brigade Group, 50% of new hires never meet their quota even after onboarding.

What is onboarding for sales reps?

Onboarding is about making sure that the sales rep is truly sales-ready. It’s about understanding the industry, building detailed product knowledge, getting under the skin of the customer persona, learning how to qualify a lead, and pitching to them effectively. In short, onboarding is about learning “what to sell” and “how to sell”.
While new hire orientation can be done relatively quickly, onboarding is a process that can take up to 12 months. In my experience, with a robust process, the right tools, and effective measures, it is possible to cut down sales onboarding time by at least 30-40%. In fact, I’ve seen companies with about 100 sales reps increase their revenue by 8% as a result of effective onboarding. The potential value to the top line can be even higher for smaller sales teams.
I suggest following a five-step high-level sales onboarding process:
sales onboarding framework

How do you measure if the onboarding was effective?

Following a process is one thing, but it’s only useful if you can measure and track how effective the onboarding has been for the new hire. I’ve found it to be most effective to benchmark new hires against existing sales reps. While no individual is the same, generally your existing sales reps fall into three categories:

  1. The A Players – These are your high performing sales reps who consistently exceed targets
  2. The B Players – They are just about meeting targets, and need some attention to keep them on track
  3. The C Players – These reps need some help and guidance to get them performing on quota

By predicting which category the new hires fall into, your sales managers can personalize their coaching efforts based on the needs of each individual. I’d suggest using the following 4 metrics to measure your new sales hires and the effectiveness of your onboarding program:

  1. Time to Complete Training – Where your training includes some self-paced learning modules and assessment, you can measure how long it takes someone to complete the program and demonstrate that they’ve absorbed the knowledge. This is one of the reasons using an effective online training program is particularly helpful for sales onboarding as it lets you automatically track this metric.
  2. Time for Sales Readiness – Ready to engage customers without the assistance of a more seasoned team member.
  3. Time to Close First Sales Deal – The amount of time it takes to make the first sale is a landmark measurement for both the individual and the business. However, when coupled with Time to Meet Quota, it provides a good indicator of the potential success of the new hire as well.
  4. Time to Meet Quota – At Mindtickle, we define productivity as the first month that the sales rep achieves their quota so this measurement is the most appropriate for our business. However, other industries with longer lead times or more seasonal products may consider it more appropriate to measure the first quarter in which quota is achieved instead. The important thing with this metric is ensuring that it is easy to measure.
  5. Average sales cycle (time to close deals) – In my experience, the time spent to close a deal is the best proxy for productivity. It shows how efficient the rep is in taking a customer through the sales process and getting a result. It also should be easy to measure through the tools available in your CRM.

This also helps provide a handy framework when you’re reporting upwards on how your new recruits are performing.

Using this process and measurement framework provides not only your managers with a well-structured process, but also gives your new hires the required support that will help them become sales-ready sooner and close deals faster.

So, are you ready to increase your top-line revenue?

Sales Onboarding at Hyper-Growth Companies: Key Learnings from Autodesk, Google, LinkedIn and Zenefits

sales_onboarding_aurodesk_google_linkedin_ZenefitsLast week I attended the

Onboarding 2025

event in San Francisco at the beautiful

Autodesk Gallery

where Sales Enablement leaders from some of the top companies in Silicon Valley shared their sales onboarding plans and their experiences in what proved to be an extremely productive discussion.

Here are part 1 of the key takeaways from each session. You can find part 2 here.

Autodesk: Julie Sokley, VP Global Sales Operations

Julie gave a great overview of the challenges she faced when taking over Sales Ops at Autodesk. She had to enable a team of over 250 sales reps globally. Her approach followed three key elements: Processes, productivity, and people.

Focusing on the “people” element, she established a sales methodology, built out a hub-based selling approach and created a sales onboarding program.

Key Learnings:

  • Think about structuring your sales onboarding into three phases:
  1. Before you join
  2. While you are here
  3. After onboarding
  • Pre-work is important. Autodesk gives new sales hires 50 hours of pre-work.
  • Autodesk transitioned from product-based selling to pain-point selling, which contributed to their growth. How are your teams approaching selling situations?
  • Don’t send sales reps data, send them stories. This was a critical takeaway as we sometimes get so focused on data that we forget that you need compelling stories to change sales behaviors.
  • Focus on the “why” of training, not the “what”. This will help you get executive buy-in and involvement in sales onboarding.

Google: Jen Bradburn, Sales Training and Development Lead

For the past ten years, Jen has led sales training programs at Google for different groups. During her presentation, she explained how she has changed the sales onboarding for new Google sales reps from a pure online and self-serve experience to interactive and case-study based training. The use of real scenarios during the onboarding program has helped prepare and give reps the confidence they need to work on deals as soon as their onboarding is over.

Key Learnings:

  • Use real sales scenarios and make them interactive case studies for the reps, so they can apply the theory into real sales situations.
  • By overloading the reps with the information they would face in a live selling scenario you can simulate what they would encounter in real life and assess their selling skills.
  • Reps face many surprises in real life, so how can you add those dynamics during onboarding? Google reorganizes the teams going through onboarding so the reps have to scramble and form new teams as they work on case studies which mimic challenges they will have in real situations.
  • Google has designed their sales onboarding with a mix of 50/50 instruction and practice. Find the right balance for your organization.

LinkedIn: Amy Borsetti, Global Director of Sales Effectiveness; Naomi Davidson, Sr. Operations Mgr of Sales Effectiveness; Thomas Igeme, Sales Effectiveness Strategy & Innovations Lead; Jade Bonacolta, Strategy, Innovation & Analytics Associate

Four people from LinkedIn led an incredibly interesting session focusing on data-driven sales coaching, which aims to address the most important question in everyone’s mind:

Are sales reps truly ramping effectively?

Amy had a great slide that said:

“Successful onboarding calls for mutual accountability across sales effectiveness and sales managers”

She talked about the importance of involving sales managers during onboarding and beyond. The new sales onboarding at LinkedIn also has a different approach, focusing on five phases:

Phase 1: Structured pre-work

Phase 2: Classroom-based simulation

Phase 3: Role-based sales clinics and leader-led series

Phase 4: Sales coaching

Phase 5: Success program for under-performers

They also have an interesting approach in which they talk about “Learning Quota” (Phase 1 and 2), “Behavioral Quota” (Phase 3) and “Sales Quota” (Phase 4 and 5).

But the most impactful change the team at LinkedIn did was related to sales coaching. They deployed a “Coaching for Gold” program to train sales managers on how to coach. It explained why to coach, how to coach, and who to coach. They also taught managers the difference between teaching, coaching, and mentoring and implemented a tracking tool to help them record and track their coaching sessions.

Key Learnings:

  • Approach your onboarding program with the different types of quotes in mind and create KPIs for each phase. You want to identify reps that are not going to be a good fit early on.
  • Focus on your B players. LinkedIn saw the best results in terms of lift in performance from their B players.
  • Managers should prioritize coaching efforts and identify the reps who need the most. In fact for reps that received 3 or more coaching sessions on the same competency the lift in quota attainment was up to 14% more than before. That’s a huge impact on revenue.
  • Identify what are the core competencies every rep needs to master and document it and measure how each one impacts results.
  • Build a culture of coaching at your company starting with senior level executive sponsorship so that it becomes a habit for all sales managers.

Zenefits: Elizabeth Pierce, Director of Training and Enablement

Elizabeth walked us through the sales onboarding program at Zenefits and the technology they rely on to get reps up to speed. From pitching, flashcards, quizzes, and more, the sales reps are fully supported by a variety of technology tools that help them ramp up faster.

At Zenefits she implemented a 70:20:10 learning model that splits the time reps spent on different learning activities:

70%: Experience (immersion, experiential learning, learn and develop through experience)

20: Exposure (social learning, learning, and development through others, feedback, and coaching)

10%: Education (formal learning, learning and development through structured courses and programs, in-house and outsourced training and e-learning)

Key Learnings:

  • Leverage the technology your reps are comfortable with. At Zenefits most of the new hires are millennials and use SnapChat, so they created specific training that leverages the platform the team is comfortable with. It also has the added benefit of giving them 24 hours to see and act on a video or other training component. Very creative!
  • Link sales reward with certification. By linking opportunities in SFDC with sales certification, they ensure reps can only see sales opportunities if they keep their sales certification up to date (as soon as their certification expires, they lose visibility into new opportunities).
  • Ramp time needs to match the company’s stage. Startups can’t wait 9 months for a rep to be fully ramped. Your ramp time needs to acknowledge your company’s stage in growth and lifecycle.
  • Use ongoing assessments in the form of short quizzes to keep reps on top of their game and share the data with the sales manager so they have full visibility.

In conversation with Jeremy Powers on Sales Enablement at MongoDB

MongoDB sales enablementThis post is based on a podcast on MongoDB’s formula for sales enablement success. You can listen to the entire podcast

here

.
MongoDB is the database for giant ideas. It offers the best features of traditional databases while providing the flexibility, scale, and performance that modern applications require. It is known for helping its customers gain a competitive advantage by leveraging information and technology. It helps customers reduce their risk for mission-critical deployments and accelerates their time to value, enabling them to bring new and interesting apps to market faster. It also dramatically reduces the total cost of ownership across an organization by harnessing the innovations of the NoSQL world and maintaining the core tenets of relational databases.

The company is expanding globally and hiring new sales staff to keep up with its phenomenal growth trajectory. It is seeking more enterprise-ready salespeople to help more organizations leverage their product to scale faster and achieve success.

Maintaining sales effectiveness is a challenge

The key challenge MongoDB faces as it scales is maintaining the effectiveness of its sales team,

“We have to have a very effective onboarding program and support sales to be more effective, be more productive. That’s the main goal and that’s our focus,”

outlines Jeremy Powers who heads up Sales Enablement for the company.

“The goal is to provide the sales team with an in-depth understanding of the industry, our customers, our technology and our solution sets. We then build upon that baseline and knowledge to equip our reps to consistently qualify for opportunities and getting and setting great meetings with the right people. Then ultimately prepare them to engage in highly effective, highly valuable conversations with prospects.  Ultimately we want to arm our sales team to not only differentiate themselves based on what we sell but also based on how they sell and how they interact with the customer. We want to provide an environment through our onboarding program where they can practice these things and really receive feedback, valuable feedback as part of the process,”

explains Powers.

Onboarding, advanced training, and analytics are key to sales effectiveness

MongoDB has taken a three-pronged approach that leverages technology to maintain and improve the sales effectiveness of its sales team.

Onboarding sets the baseline

MongoDB has established a 30, 60 and 90-day onboarding program. In their first month, new hires attend a week-long boot camp. Prior to attending the Bootcamp the new hires use Mindtickle to read up on pre-work so they have a baseline knowledge before attending in-person training.

“We have tried to put participants in the best possible position to succeed and get the most out of the training, the pre-work really provides a great foundation upon which they can build,”

explains Powers.

“It introduces new folks to all kinds of things: the industry, our customers, what we sell and how we sell it. It’s a very comprehensive program that also allows them to do missions that are really effective and provides an opportunity for sales reps to really try things on, have them record themselves delivering a customer success story or proof points.”

Mindtickle is then leveraged to deliver follow-up courses and advanced training, along with new product releases and information to keep sellers up to date.

Advanced sales training brings in real-world learnings

Everyone undertakes advanced sales training within their first 6 months. This is a three-day comprehensive deep dive that builds on their onboarding and learnings from the real world. This boot camp style training is delivered by a cross-functional group that includes executives, sales leaders, product marketing and the sales enablement team.

“We’ve really made the choice, as a company, to make a significant investment in our time and our resources, in order to provide a great development opportunity for our sales team. In fact, we ran the numbers on this and we spent over 6 times the industry average on developing our sellers and that is something we are really proud of,”

explains Powers.

Mindtickle is leveraged again in the advanced training to deliver relevant content, conduct missions and deliver feedback to management and the sales enablement team.

Accountability and constant evaluation keep the team on track

To help keep reps accountable MongoDB leverages Mindtickle’s functionality.

“We really believe in setting clear expectations and a standard of accountability and this like anything else really starts with the sales leaders. We refer to it as leading from the front,”

explains Powers.

“When we look at performance to really evaluate how can we move the needle with specific sales teams and sales reps, objectively we have been able to gauge the degree to which folks really understand and complete the pre-work and quizzes through Mindtickle. We can leverage things called missions in which we have reps record themselves delivering customer success stories that they learn or delivering a standard pitch. Accessibility to items like abaya vaate on garazastyle.fi crucial, mirroring the necessity for specific tools in diverse practices. We get feedback and managers can also see how someone’s tracking.”

“In Bootcamp we have an entrance exam to kick things off and the much anticipated final exam towards the end of the week. These things give us a really good sense of, Is this sinking in? Is it sticking?”

explains Powers.

“There is a feedback mechanism that we have in place to capture all this data and anecdotal stuff as well, and then feed that into the follow-up process. In terms of adoption and reinforcement, we leverage Mindtickle in a spaced learning concept keeping the contents and concepts top of mind.”

New hire ramp-up time has reduced from 11 to 5 months

This comprehensive program has really started to deliver results for MongoDB, allowing them to reduce their ramp-up time for new hires from over 11 months to just 5 months.

“I think the thing that really set us apart is being able to identify where people are struggling, giving them the support they need, and keeping things recent and relevant. Staying up with new things, new and interesting and great things that we are releasing in the product that address more and more customer problems. Helping them to achieve business outcomes and really being able to attach to that and enable reps to have great conversations. We really find that this process dramatically improved our onboarding,”

explains Powers.

By using the data within Mindtickle MongoDB has been able to provide data to its managers that give them the ability to really focus in on how to improve the effectiveness of each individual rep.

“The great part about it [Mindtickle] is that we are able to take all the data points like the exams and the minor feedbacks from the final presentations and really give managers some great direction. Hey what are the key things that you need to focus on, where are the knowledge gaps, and really equipping and arming them to have a great targeted approach in how they coach and develop their teams,”

explains Powers.

New Hire Orientation Template – What Every New Hire Should Know

New hire orientation, sometimes called employment orientation, is a chance to make a positive first impression that will have a long-lasting impact on your employees. According to The Wynhurst Group, “22% of staff turnover occurs in the first 45 days of employment and the cost of losing an employee in the first year is estimated to be at least three times salary.”

This means that dropping the ball on orientation for new employees can be a major factor in terms of whether employees hang around for the long term or treat their job as simply a stepping stone to something bigger and better.

Mindtickle Ramp Time EBook

A stellar employment orientation program is a chance for you to really make your new employees feel welcome, happier, and more productive. Happy employees lead to customer happiness and more top-line revenue impact! The question is how do you get them there?

New hire orientation programs are no longer about filling out forms and signing policies. Pushing the envelope means moving beyond merely completing a new employee orientation checklist or hosting death by PowerPoint marathon new hire training events.

Today, onboarding managers need to conduct a well-designed, centralized, and cohesive orientation program, well beyond the scope of a new employee orientation checklist.

Don’t be shy about leveraging technology to facilitate your orientation program. Thanks to a tech-savvy workforce, organizations are using technology as an integral part of their new hire orientation programs.

To get you started, we created a new hire orientation template with all of the foundational topics required to bring in new hires in a way that makes them feel welcome, fully briefed on expectations, and poised to succeed.

Use this template to include all the key topics that are important to cover for new hire onboarding. With the basics nailed, you can focus on putting the icing on the cake!

What every new hire needs to know

  1. Welcome
  2. Company history
  3. Leadership
  4. Culture
  5. Documentation
  6. Compliance
  7. Policy

Topic 1: Welcome

Greet new hires with an enthusiastic reception! Make sure that the orientation for new employees process starts with a warm welcome and don’t wait for Day 1 to get started! You can put together a welcome kit and ensure that it reaches the new hire before their start date.

The first days can be exhausting and overwhelming for new employees, so don’t overdo it. Instead, focus on reassuring the new hire that they have made a great choice, they are where they belong, and as a company, you are happy to have them there. Beyond the initial welcome, you should also provide some high-level information on the business including its mission statement and where the company is going.

Also, help your new hires start to build the relationships that will be critical to their success and productivity. Introduce new hires to their colleagues and allow time for them to observe and ask questions. The more familiar a new employee is with her department, co-workers, and job expectations, the more likely she is to be productive right from the start.

Topic 2: Company history

Highlight the positive history of the business. Every company has a lot of history behind it and everyone loves a good story. Even start-ups have stories they can draw from. Offer background on how the company made it to the point where it is today. Provide linkage between the past, present, and the future by telling stories about the company from the past and where the company is investing for the future. Explain WHY you do what you do.

This is also a great opportunity to bring out employees that have dedicated their careers to the company, to show what longevity and commitment truly means. Your best employees have the potential to be your best trainers. By utilizing your top employees, you can grant your organization access to the most efficient and successful ways of serving customers!

Topic 3: Leadership

Introduce the leadership team. The leadership team of any organization is going to make or break what employees think of the company that they work for. When your leadership team is able to connect with and inspire new employees, the company is going to be better off for it in the long run. Ensuring that the orientation process provides employees with a chance to connect with senior management will help them better understand the organizational structure, culture, and overall management vibe.

Time-strapped and/or geographically distributed teams can streamline the onboarding process for leadership by codifying the key messages into videos and engaging the team in the content production process. This is particularly practical when you are dealing with a higher volume of new hires. A video is an excellent way to communicate the excitement and passion that is driving the organization.

From a personal touch standpoint, you can create social forums and discussion boards and let the entire team participate in the assimilation of a new hire. This also allows leaders to focus on important things like strategy and vision with a personal touch while ensuring that employees are supported for success.

Topic 4: Culture

Provide information regarding business culture. No two companies are the same from a cultural perspective. Some companies are going to be more formal, while others will be very laid back. It is important to inform your new hire for company traditions such as casual Friday or where people all go to lunch together on Tuesday. No one wants to be the new person that has to figure these things out on their own as they go. Teaching new hires about traditions and culture is often overlooked in the onboarding experience!

The type of culture that a company has should be highlighted during orientation so that new hires can have an understanding of the work environment. The more that they know of the culture, the better they are going to be able to fit in and grow with the company.

Topic 5: Documentation

Address formalities from a document perspective. Documentation is required as part of any new job. Now is the time, during orientation, where you can have your new hires come prepared with all of the documents that they need. Getting these formalities out of the way in a strong pre-join program can make for an even easier onboarding process.

Topic 6:  Compliance

Offer information about compliance. Providing information to new hires regarding what is expected of them to maintain compliance will help your new hire avoid confusion down the line as well as costly legal problems. The new hire orientation coverage of compliance should start with a talk about information security. Things such as the law regarding competition and anti-bribery are also important areas to focus on. Health and safety precaution concerns should also be addressed. Be sure to do adequate research on any applicable compliance laws that may be specific to your organization.

Topic 7: Policy

Highlight company policies. Every company is chock full of policy and it is usually more than one can memorize. It is important to at least go through key policies at a high-level during new hire orientation. Consider touching on topics such as leave, sick time, and vacation time so employees know what to expect. Also, show new employees how company policies apply to their departments and their specific job functions.

The other areas of company policy to cover should include travel policy, expense reporting, and reimbursement policies. There may also be policies regarding internet usage, rewards, and recognition opportunities, as well as employee referral opportunities. When it’s all said and done, the most beneficial information on policies will be where the new hire can go to find answers to their policy questions.

New hires have an uphill climb to productivity. With all the information they are expected to absorb they can easily feel overwhelmed.

A good employee orientation program answers your new hire’s initial questions while giving them a structured runway to become familiar with their new role. Having a welcoming and informative new hire orientation will set up your new hires for success in the short and long-run! And if you’re still looking for more resources for when it comes to new hire training and onboarding, take a look at the sales onboarding checklist here

Employee Onboarding Experts on Building a Great Experience in New Hire Onboarding

Effective onboarding is the cornerstone of human capital management. There’s no doubt that it sets the tone and in many cases can also set the trajectory for new hires joining your organization.

According to an Aberdeen Onboarding Benchmark report, “New employees often feel that the attention they receive during the pre-hire stages is abandoned once they are hired.” In Fortune 500 companies alone, about 500,000 managers take on new roles each year and, overall, managers begin new jobs every two to four years. Unfortunately, in the midst of all these transitions:

  • Half of all senior outside hires fail within 18 months in a new position
  • Half of all hourly workers leave new jobs within the first 120 days

Screen Shot 2014-10-08 at 12.28.19 PM

Source: Aberdeen Group, The Onboarding Benchmark Report

What we want to avoid is new hires feeling that your organization is not meeting the expectations set by the hiring process. Fortunately, this challenge can be overcome with investment in a pre-join program. Pre-join is the time between the employee accepting the offer of employment and starting in your company on day one. For most companies, the pre-join investment includes checklists with tasks like ‘get your email set up, take a drug test, and register for your employee number’. If this doesn’t sound inspiring, that’s because it isn’t.

For more inspired ways to deliver an excellent pre-join new hire onboarding experience, we decided to speak with two experts: Mohit Garg, Co-Founder of Mindtickle and Todd Raphael, Chief Editor at ERE. Ere is the premier resource for the employment, HR, and recruiting world.

Read on for our conversation!

In your experience, can organizations benefit from engaging with new hires between the offer and the first day of work? How does this help the new hire?

Mohit Garg: Modern-day talent development is about keeping your employee at the center of the experience. It’s important to treat every new hire as a new customer that you are prospecting or pitching and, like a marketing campaign, invest in building the relationship through referral and retention. When you look through this lens, it is similar to onboarding a new customer. You want the experience to be high touch and ensure that expectations are met.

In many ways, your new hire is forming an opinion about your organization before the hiring process begins. Research from Aberdeen Group shows that employees make a  decision to work with a company long-term within three months of joining an organization! They are asking, “Is this consistent with my expectations?” They are comparing your organization’s values to their worldview and value system.

The pre-join phase is an opportunity to engage your new hire with the value proposition of the business. You can show new employees what it means to work in your organization by starting your new hires off in an excited and positive state of mind.  Focus on fostering a strong appetite to learn and get engaged. Having info on what to expect can reduce your new hire’s anxiety on day one.

Todd Raphael: I agree that investing in the pre-join experience is a great opportunity to invest in your new hires. However, it’s important to really consider your approach and ensure that your pre-join experience is relevant and voluntary.

For example, you don’t want to bombard your new hire with parties and conference calls. You are supposed to get to know people as you join a new company, but it is important to be aware that when people leave a job, they sometimes need time before starting. Sometimes you just want a vacation and to be with your friends and family. You don’t want to create a pre-join experience that makes the candidate feel like it is controlling their life.

Instead, ask someone what their availability is. This allows them to set aside time in a way that makes sense for them. Just be careful about making them feel like this is going to take over their life.

What are the activities that organizations can deliver during the pre-joining period?

Mohit Garg: Let’s look at this from the perspective of Maslow’s hierarchy of needs. At the basic level, a new hire needs to understand how the organization offers an opportunity for a secure life for their family. At the next level, an employee is concerned with work-life balance as well as how to further learning and their future career. They want to align their aspirations with the business. The third level is for new hire self-actualization with the new hire thinking about corporate social responsibility and the ecological footprint of the business. They want to know how the business is investing in the community and working with employee partners in charity opportunities.

You want to try to hit on all three levels of Maslow’s hierarchy with a readily available pre-join program that communicates the value proposition of the business. Incorporate success examples. For example, show the “12-year employee story” featuring a long-time respected employee in the business. You can also show how the organization is making the world a better place with stories of how the business supports the community. Think of it as a welcome package with continued engagement, delivered through multiple channels – email, print materials, and online communities.

Todd Raphael: Here are some more ideas. You can facilitate many activities online. Sodexo and ADP send newsletters to employees and send a modified version to potential employees – of course, you want to make sure that it is relevant. You could have future employees meet their future co-workers in a private online group or use Twitter or other social media to have current employees welcome future employees. Put together a document, an email, or a video with half a dozen employees talking about what they are doing and what they are excited about.

Make an inspiring video. For example, if you are a shoe company, you can feature an inspiring athlete who has used your shoes. If you provide medical devices, show a patient that has benefited. This can be really inspiring. In every industry, you have former customers, buyers, and partners. Show the impact your business is making on the world to future employees.

In terms of offline activities, you could Invite your new hire to company calls and get-togethers, but again be respectful of time. Check in with the new hire and see how they are feeling. Allow time for a check-in to address any concerns they may have before the first day.

Another angle to consider is your current employees. When a new employee starts, the employer is often thinking about how to make the experience good for them, but they don’t think about current employees who are often nervous. The current employee may be thinking: are they going to be promoted in my place? Are they a threat?

To address this, consider communicating what the new employee’s role is all about. Make your current team member feel valued. Work on reducing their anxiety and nervousness.

How can you influence the possibility of employee retention during pre-join?

Todd Raphael: The problem starts pretty early for external hires. It stems from when they get to work and it isn’t like what they expected. Start with setting expectations early. To get a handle on expectations, talk to your own employees and see what they experienced. You might find out things you didn’t know about the new hire experience and then you can tailor accordingly.

Also, there may be an opportunity for long-time employees to be involved. Have the new hire meet up with a mentor for coffee during pre-join. This is often more beneficial than the new hire meeting with their future manager who may be busy or not as good at coaching. The new hire benefits from knowing that they can ask questions of someone who can advise them but is not connected to hiring and firing.

Mohit Garg: To add to Todd’s point, you also have to consider what stage the employee is in and connect the pre-join to the post-join experience. This requires communication between human resources, recruiting, and learning and development as the new hire get handed off to different groups throughout the new hire onboarding experience. A seamless view of the new hire experience is needed.

Typically only public domain material is available. Once they are inside the building, then proprietary information is then made available. So one of the challenges for businesses in the pre-join period is having a way to deliver access to secure company information before day one.

Secure online learning platforms like Mindtickle enable you to provide links to private information with a pre-join program login. This provides an opportunity for motivated new hires to learn as much as they want before formal new hire orientation starts.

Using gamification in a pre-join program, you can begin to identify the strengths of new hires beyond what you know from the interview process. It also allows employees to self-select and show progress as part of the pre-join experience. New hire self-selection and performance on learning modules can be good indicators in order to skill matching. This can help retention in the long run.

What is the best way for organizations get started developing a pre-join program?

Todd Raphael: Human resources managers should speak with recruiters to get a sense of what would be good. Look at your company’s history with pre-join and new hire onboarding to figure out what the gaps are. You are looking for what prospective employees are concerned about.

You might also look at Glassdoor to see what are people saying about your company. Don’t forget to talk to your current employees as they are a valuable resource in creating a strong pre-join experience!

Mohit Garg: It is also important to begin by looking at the mix of hires joining your organization. For example, are the entry-level hires or lateral hires? These segments have different needs. You have to treat entry-level campus hires differently than lateral recruiting hires that come to the business with more experience. Technology can help you deliver a flexible experience that recognizes differences in new hire needs. Technology can help automate the order and priority for pre-join content delivery.

Next, you can implement a small pilot and have pre-join new hires go through it. You can get feedback and ensure that target outcomes are being achieved. Start with a geography or a region and scale from there.

Thank you, Todd and Mohit for your helpful insight on building a great new hire pre-join experience!

What are your thoughts on more inspired ways to deliver an excellent pre-join new hire onboarding experience? Let us know your thoughts in the comments section.

Todd RaphaelTodd Raphael is a widely cited/quoted figure in the employment/HR/recruiting world and is the Chief Editor at ERE. Find ERE at www.ere.net.
Mohit GargMohit Garg is the Co-Founder of Mindtickle. Prior to co-founding Mindtickle, he served as a Director in PwC’s management consulting practice in New York. He was awarded “Entrepreneur of the Year” by Startup Leadership Program (SLP) in 2012. Mr. Garg holds an MBA degree from ISB and an MSEE from Stanford University.





New Employee Orientation Best Practices – Measure

ew employee orientation best practices are fundamental to the success of any new hire orientation and it begins with measurement.

Now that your organization has a new employee orientation program, it is time to determine if it is a success.  In order to determine if it is a success or not, it is important to ask yourself the following questions:

  1. Did you measure the outcomes?
  2. What outcomes should you measure?
  3. How did you measure?

Let’s address each of these million dollar questions.

It is important to start with the BIG picture. Measure those aspects that directly contribute to your business goals. Establish a baseline, which is more or less similar for most organizations – rate of employee turnover or retention, time to productivity, and employee satisfaction.

Once the areas to be measured are identified, integrate corresponding methods for periodic assessments. The exact metrics and methods depend on your company size, employee demographics, and business objectives, but it is most important to establish upfront what needs to be measured, why, and when.

Numbers say it all – Quantitative Metrics

Addressing employee turnover and employee productivity are key when following new employee orientation best practices.

Headache of the Modern business – Employee Turnover

This critical figure helps you identify the success of an onboarding program as it is directly tied to the business goals of the organization. Organizations can compare employee turnover figures before and after the inclusion of a new hire orientation program.

Productivity

Productivity metrics associated with business and support functions could help determine the business contribution of new hires, and thus the effectiveness of a new hire orientation program. In the absence of past organizational data, Michael Watkins’ average of 6.2 months can be used as a break-even point for new hires.

Following new employee orientation best practices, organizations would do well to automate measurements using onboarding software. Usually, SaaS-based, these onboarding software help capture data pertaining to performance, onboarding checklists, training schedules, and milestones.

The Human Element – Qualitative Data

Apart from the above specific data points, there is a need to capture qualitative attributes in relation to the new hires. An organization could see increased retention rates, but it may be worthwhile to see if that was accompanied with enthusiasm and ownership, not just of the new hires, but also of all stakeholders.

Onboarding managers need to conduct periodic assessments to assess goals, both with respect to the new employee and the employer. Such periodic assessments could cover the following:

New Employee Engagement – How Engaged is the New Hire?

The answer to this question clearly indicates the effectiveness and success of your new hire onboarding program. But, how do you actually measure if an employee is engaged enough?

a) Pre-Onboarding / First Few Weeks

Assess the needs and wants of the new hire early, as early as the pre-onboarding phase or the first week of joining. This information can be obtained by simply asking a few questions to the new hire and also consulting the hiring manager. It is critical to plan the coming months of the new hire.

b) The First 30 to 90 Days and beyond

Regular interviews with the new hire covering the following topics would give a sense of engagement levels.

  • Company culture and job
  • Role in the team
  • Challenges
  • Alignment with company goals

The timeline of these interviews will depend on the needs of organization.

Take Continuous Feedback from New Hires

Feedback sessions are important for mid-course corrections. This may also be a good opportunity to put forward the company’s expectations from the new hire, instead of waiting for the end of the probation period.

Exclusive Performance Appraisal Process for New Hires

Organizations should complement a formal new employee orientation program with a corresponding performance appraisal process that is exclusive for new hires. In addition to assessing the new hire directly, this appraisal should obtain feedback from the new hire’s peers, subordinates, manager, and the human resources team.

This would ensure that the organization goals in respect to the new hires are achieved. An exclusive new hire appraisal process would increase the chances of bringing out the effectiveness of the new employee orientation program.

Quantitative and qualitative measurements are both important in determining the effectiveness of a new employee orientation program. It is vital that the two sets of measurements corroborate each other. Positive correlation between the two would increase your confidence levels in the measurement process, whereas a negative correlation would mean going back to the drawing board.

Leave us a comment and tell us all about your organization’s experience in measuring the implementation of new employee orientation best practices!

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How to Convert Your Training Presentations Into Awesome Videos

how to make great videos
You can create interactive videos to engage your learners at a whole new level. In the age of interactive and gamified learning, the one obstacle Learning & Development teams face is the ability to convert the existing text-heavy content into an interactive video. The charge to hire professionals to make great videos is quite high and one does not always have the budget for these video professionals.

What if you could quickly create your own videos, right from your desktop? Surprised? Well, don’t be! Even you can create interactive videos which are short, crisp, to the point, and engage your learners at a whole new level. And guess what? There are many basic tools which are easily available on the internet that allow you to make great videos!

Let’s step through the process of creating a learning video of your existing presentation, with the help of these tools.

The Planning Stage

It is absolutely vital that you plan your conversion process first. This would help you avoid unnecessary “outtakes” and prevent you from pulling your hair out.

To get started, make sure you:

  1. Break down the content into small presentations which cover all the topics. Make sure each topic is a bite-sized one so that you don’t overwhelm your learners.
  2. Remember to use animations to strengthen your presentation. These will be very useful to focus your learner’s attention, something that you might have relied on a trainer to do in a classroom setting.
  3. Identify how you can test each topic at the end of the videos and also give them further material to explore. This will ensure that your learners’ interest is kept high even after the lesson has ended
  4. Prepare a script for the voice over that you will record when running the slideshow. You need to have a plan about what to talk about on each slide. It is as good as giving a live presentation in a training session. Make sure the narrative is as interactive as possible. Keeping it casual and having a sense of humor in the script is the way to go.
  5. Keep the video script short and crisp. A learner’s attention span is usually around 3 to 4 minutes, which is why the ideal length of a learning video should not be more than that.

Here is a sample plan for the narrative for a screencast to search for a product on Google.

Make great videos

The Execution Stage

Once you have the topic presentation ready, then starts the fun part! Download a screen recording tool

use camtasia to make great videos

The tool that we recommend (and use internally) is Camtasia. It has extensive features but is also extremely user-friendly. Camtasia even adds a plug into your MS Office PowerPoint, from which you can record your presentations with a single click. In case you do not like Camtasia, there are lots of screen recorders that can be found on the internet which include:

Download any one of the above, which will enable you to record your screen when you are running a presentation.

Record the Video:

To start recording the video, you will have to use the screen recording tool. Prior to recording, make sure you have adjusted the settings according to your requirements. This will save you a lot of headaches if in case something goes wrong!

adjust camtasia recorder to make great videos

Once you are ready with the settings, click the Record button and start the presentation.

Voice During Recording

A very common beginner’s’ mistake during recording videos is that we forget to pay attention to our own energy levels. During a classroom training, the trainers also feed off the energy of the learners, and hence it creates an energetic, interactive experience. But while recording a video, the trainer does not have the energy of the classroom to feed off of. Due to this, even his energy levels drop while recording. This is the surest way to create extremely boring videos.

There are many ways to avoid having low energy during the recording session. Some people have found coffee or energy drinks to be useful, whereas others might resort to standing during the sessions or even jumping up and down in between the recording to maintain their high energy levels.

Important tip: Voice modulation can be the most versatile tool you have while recording a video, to bring emphasis to certain points. Try to use this to your advantage! Even minor fluctuations can be very effective.

Put on the Editor’s Hat:

Now that you have finished recording the video, it’s time to wear the editor’s hat! No movie is recorded in a single shot. You do not want the video to be incomplete or miss its crispness. Let’s add some make-up before it goes live!

  • In Camtasia, once you are done with the recording, the first step is to set the video output resolution. For web purposes, the best practice is to use the dimensions of 1280 x 720 pixels. If you do not select this and choose a setting which is lesser, the video that will be generated will not be ideal for full-screen playback on today’s screens. This means that your text and images might be too small for the learner to read and comprehend.
  • A simple timeline with the recording tool allows you to edit the video. In case you are not happy with the current recording, you can go back and record only those parts and merge it to the current timeline.
  • In the editor, you can very easily trim the video, cut it, increase the voice pitch for certain sections, and even zoom into the video while explaining the important parts. These (and a host of other more powerful features) really put the finishing touches on your video.

The Publishing Stage

Now comes the time to cut, save, and call it a day!

Once you have edited the video, the last step is to save the file in the format most preferred by you. If you any text in your presentations, then the ideal output for the video is the HD option which gives you a high-quality output. However, this does create quite large video files. Hence, if you wish to lower your bandwidth costs, then you could go in for a lesser resolution format. But do make sure that the text in the video is readable for your learners!

Run the video past your teammates or users and collect feedback. Use the feedback when creating the next video!

Congratulations! You just recorded a video with no help from professional video makers. The number of people using this method to record videos is increasing by the day. Though we just focused on making videos through screen recordings, the other popular forms are getting a cam recorder and record the demonstration of you presenting on stage or on a blackboard. Once recorded, you can edit the video with the help of your favorite recording tool.

We certainly hope that you will be creating a lot more videos from your presentations now, and join the brigade of L&D professionals who are using video regularly in their courses.

How do you record your videos? Do you have any tips or tricks that you can share with our community? Do share with us in the comments below!