Employee Onboarding Series: How to Create the Perfect Employee Onboarding Plan

When it comes to achieving success, James Clear’s famous quote from “Atomic Habits” rings true: “You do not rise to the level of your goals, you fall to the level of your systems.” This principle is especially relevant when it comes to employee onboarding. A well-structured onboarding program can make the difference between a new hire who thrives and one who flounders. In this blog post, we’ll break down a perfect five-step formula to create an exceptional employee onboarding program that boosts retention, engagement, and productivity.

Step 1: Define Dream Outcomes

The first step in creating an effective onboarding program is to establish three dream outcomes you want your new hire to achieve within their first 12 months. These outcomes should be clear, measurable, and meaningful. By setting these goals, you create a roadmap for success that leaves no room for ambiguity.

For example, when I hired a new marketing director, one of her three outcomes was to create a lead generation machine generating $24,000 per month in new recurring revenue by the end of her first year. This clear and measurable goal allowed us to easily assess her performance and recognize her achievements.

Step 2: Set Six-Month Milestones

With your 12-month dream outcomes in place, it’s time to break them down into six-month milestones. This step narrows the focus and helps identify the knowledge, skills, and abilities your new hire needs to develop to stay on track.

Continuing with our marketing director example, by the six-month mark, her lead generation machine should be fully functional and capable of training others to execute it. This includes managing outreach via email and LinkedIn, creating weekly content, and running paid ads to retarget website visitors. We expected to see four new meetings per week generated from these activities.

Step 3: Outline 90-Day Objectives

Next, zoom in further to outline objectives for the first 90 days. These short-term goals should align with your six-month milestones and provide a clear path forward.

For instance, within the first 90 days, our marketing director needed to set up cold outreach systems generating leads, sending at least 10,000 emails per month, and 200 DMs per account. Additionally, she needed to decide on and activate pillar content, whether it was a podcast, video series, or newsletter.

Step 4: Plan for the First 30 Days

Now, break it down to the first 30 days. This initial period is crucial for setting the foundation for success. Conduct a full audit of existing lead generation activities and create a strategic plan for implementing new processes.

In our case, this meant our marketing director would perform a comprehensive review of all current lead gen efforts and devise a detailed plan to enhance and streamline these activities.

Step 5: Accelerate with the 10X Rule

Finally, the magic happens when you apply Tim Ferriss‘s 10X rule: “If you had to achieve your 10-year goals in 12 months, what would you do differently?” This exercise challenges you to re-evaluate your timeline and push for accelerated achievement.

By focusing intensely on the most critical outcomes and eliminating non-essential tasks, you can often achieve these goals much faster than anticipated. You might find that what you initially planned for 12 months can be accomplished in just 90 days. This approach ensures that your new hire is fully engaged and operating at peak efficiency from the start.

Conclusion 

Creating a perfect employee onboarding program requires careful planning, clear goal-setting, and a commitment to continuous improvement. By following this five-step formula, you can set your new hires up for success, leading to higher retention, greater engagement, and improved productivity.

But remember, onboarding doesn’t stop after the first few months. It’s an ongoing process that should evolve with your company and the needs of your employees. Regularly revisit and refine your onboarding strategy to ensure it remains effective and aligned with your business goals.

Moreover, a strong onboarding program sends a powerful message to new hires: it shows that your company is invested in their success. This level of commitment fosters a positive company culture, where employees feel valued, supported, and motivated to contribute their best work.

And if you’re looking to dive deeper into onboarding, don’t miss out on our Ultimate Onboarding Guide for Small Businesses. This comprehensive guide is packed with practical tools and strategies to help you design an onboarding program that not only welcomes new employees but also equips them with the tools and knowledge they need to excel.

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