This will be a success when… - Deepstash
Onboarding Matters

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How to create a successful onboarding process

Why onboarding is crucial for customer retention

How to measure the success of onboarding

Onboarding Matters

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This will be a success when…

Your success metric will help your teammate know when the project is complete. The success metric should be time-boxed and not subjective.

Tell your teammate that you expect the project to be a stretch for them, but that's the point. You trust that they're capable and that they will let you know if they get stuck.

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You should reach out to me when…

Sometimes people will sit for days because they’re not sure if it’s okay to ask you for help something.

Make it easy for your teammate to know when and how to reach out to you. Specify which medium you prefer and what the trigger might be for them to reach out.

This ...

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Project goal

Project goal

Describe in one sentence the outcome you want to see for this project. This will help crystallize it for your teammate.

Don't describe your idea for a solution or a step-by-step process of the "how." It's important that the person you're delegating to choose their own method.

...

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Tailored delegation

Tailored delegation

Delegation sometimes feels like it will take more time, energy, and focus than just doing the project yourself. However, delegating is important as we want our teammates to be successful when they pick up bigger, visible projects. This requires some planning and ongoing support from us as manager...

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I will support you by…

I will support you by…

Get very clear on 2 - 5 actions you'll take to support your teammate while working on the project. Each type of support should start with a verb like, "Reading and giving you feedback on ..."

  • Include what work you are not going to do.
  • Identify which tasks you might have done in...

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Clarity and support for your teammate

The prep work to delegate tasks will help to create a safety net for your teammate and result in less work for you over time. However, you still need to protect your energy and time.

 In the delegation template, finish these sentences:

  • I will support you by…
  • You should re...

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CURATED FROM

IDEAS CURATED BY

brikel

Sports development officer

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