6 Things to Consider when Developing Your Field Sales Enablement Strategy

 

“Lack of direction, not lack of time, is the problem. We all have twenty-four hour days” ~ Zig Ziglar

field_sales-enablement-StrategySales enablement is more complex for a distributed field sales team. After all,  employees don’t have the luxury of wandering across the hall to ask a question. To get you started, here are six points to consider as you’re developing your field enablement strategy.

1. What is the role of sales enablement and management in your organization?

Understanding who has responsibility for what in your business can influence how you structure the development of your sales enablement initiatives. In some businesses, sales enablement takes on the broad role of enabling the entire sales organization, while in other organizations they just focus on providing sales collateral and product content. This leaves local and field enablement in the hands of sales managers, who may also be distributed, making it even harder to develop effective enablement initiatives.

Another factor to consider is the proximity of each team. If your field teams are all located in the same state, there may be more opportunity for them to meet periodically to discuss issues and updates and share success stories. Whereas if you have a globally distributed team more enablement effort may be required to foster collaboration and communication between teams and individual reps.

2. What are your business objectives?

Your business objectives are the guiding light that drives all aspects of your enablement strategy. While increased revenue is a given objective for every business, your underlying business needs may differ considerably depending on the agility and stage of your sales organization. If you’re a high growth startup that’s scaling rapidly by hiring, ramping up reps in remote locations is likely to be high on your agenda. Whereas if you have a large and distributed sales team, then feeding them ongoing competitive updates and ensuring your reps are executing your business strategy effectively is your number one priority.

Regardless of your industry, accountability is key for field sales enablement. Particularly as your managers can’t be physically present to see the activity or application of knowledge by each rep every day. This means leveraging technology, to track their knowledge and how they apply it, is essential.

3. What type of sales do your reps need to do?

Field sales reps tend to focus on either complex or consultative selling (like selling security software to a Fortune 500 company) or simple commodity selling (for example selling FMCG beverages and electronics to mom and pop stores). Being agile at scale is a priority for both scenarios. This is where enabling mobile communication with bite-sized push notifications is important.

Pro tip: We’ve seen gamification work really well to drive engagement in these circumstances.

By the nature of their role field sales reps also tend to work remotely. This means they miss out on water cooler conversations with their peers about how they closed that big deal. Peer success stories that can be delivered through a mobile app are a good way to open up communication across geographies and learn from each other.

4. What kind of sales culture do you want?

There is often a danger that field sales reps can miss out on being part of a team culture or even develop their own individual work culture. Because many field reps don’t see their colleagues regularly that doesn’t mean they can’t be part of a broader team culture, it’s just harder for you to create.

The first place to start is by clearly defining what type of sales culture you want your team to have. How should your reps position themselves when in front of a customer? What values should they share? Once you have defined your vision you can then determine how to execute it. Whether it’s through a weekly podcast where you share business updates and wins or structured coaching programs.

With field teams, it’s also important to pulse check their engagement more regularly to ensure they’re still satisfied or have any feedback to improve the culture. This can be achieved by pushing a quick survey to their mobile device each month or quarter. This one small exercise could potentially save you thousands of dollars in staff turnover in the long-run.

5. What does your industry/product/customer require?

As field reps tend to spend more time out of the office, their mobile device can become like a pseudo office if they’re enabled well. This is where the value of mobile sales enablement really comes to the fore for a field rep. So if they’re selling FMCG products they’re likely to need access to large catalogs, promotional and pricing updates, while a niche software rep may need access to complex product information.

Enabling your field reps with content that they can access on their mobile device, even when they’re offline, that is easy to search and bookmark can be a life-saver. They won’t be left fumbling through huge documents when they’re sitting in front of a customer and can quickly search and read up on something before a big meeting.

6. When do they need information?

Field reps are time poor and always on the go. While it may be convenient for you to push out information as it becomes available, it may make more sense for them to have periodic updates. By feeding your field sales reps information and content when they actually need it, they are more likely to consume it. So consider whether a spreadsheet of next month’s pricing updates should be sent out now or at the end of the month.

These six points each help provide the basis for putting in place a comprehensive framework for field enablement. Once you have a framework in place and your initiatives outlined, you’ll be on your way to achieving your business objectives.

A New Hire Orientation Template: What Every New Hire Should Know (Part 2)

Business leaders often say that their employees are the most important asset of their business. However, without a strong new hire orientation program, some companies are failing to invest in employees. This puts long-term success in serious jeopardy.

New employee orientation, if done right, can lead to more productive workers and, ultimately, increased customer satisfaction. Unfortunately, a lot of organizations are doing it wrong. So, how do you it right? We outline the first steps for building out a new hire orientation template that will get your team ramped up and productive.

How we make a difference

New hire orientation should instill a sense of accomplishment from day one. They should be inspired enough to go home and proudly explain their new role to their family, friends, and neighbors: “We sell products that make a difference.” Whether they run a department or are an individual contributor, all employees need to know that they are significant to the big picture. You can give them that by:

  • Explaining how the business works and how they fit in and contribute.
  • Talking about trends and opportunities and how your company plays a part in changing the lives of customers.
  • Offering an energetic multimedia presentation that illustrates the company’s proud traditions and opportunities.

Customers

Serving customers should be the number one goal of any company. When an employee understands the company’s number one goal, they are more likely to work a job with a clear feeling of purpose. You don’t have to provide new hires with a list of customer names and addresses. But you should make sure that employees from top to bottom see customers as more than faceless, nameless deep pockets who pay for your products or services. Here are some areas to cover to ensure that your new hire is able to stand in your customer’s shoes:

  1. Share customer success stories and what value you are adding to customers.
  2. Understand your customer’s full range of options, as well as his or her ecosystem of providers and competitors.
  3. Know your customer’s experience, try role-playing exercises at all points of the customer’s experience with your company.
  4. Anticipate customer needs. Follow trends and know what customers will want tomorrow. With scenario planning, new hires can serve customers better by watching out for underlying market shifts that impact your industry.

Products and services

From orientation forward, demonstrate your company as your customer’s hero. You can do that by helping employees develop an understanding of how your products–whatever they are–help individuals, families, or businesses meet everyday challenges.
Your new hire orientation could include anecdotes that describe how your company helped fill a need or provided the solution to a specific problem. Intimate knowledge of your company’s place in consumer’s hearts can be another source of employee pride.

Consider a video presentation that follows your products and services from production to consumer and beyond. That might sound a bit hokey, but it can help new employees understand how your company connects with customers. Putting a video in new hire orientation will help employees engage and make material relatable and easier to remember. Developing effective training videos takes some work, but it is not difficult.

How to reach customers

Even if a new employee isn’t a part of the sales force, he should understand how your products make their way to the consumer.

  • What is the core benefit of your product and service?
  • How do marketing and sales work together?
  • Does your company ship worldwide from a central distribution point?
  • Are your products or services offered to the public by retailers?
  • Do you reach customers via direct sales associates?

The answer to “How do we sell?” will be a part of an employee’s identity throughout their life on the job. It can demonstrate your company’s local or global reach or help a new employee understand that there is a ladder of opportunity should sales be their ultimate goal.

Journey so far

Employees need to know that they are a part of something stable. Even if it isn’t a big conglomerate, they should know that the company has a history and a future, and that they can be a part of it. That doesn’t mean that new employee orientation should include a detailed analysis of a decade of annual reports, but employees should hear about the company’s foundation and plans for growth.

The path you lay out for new employees during new hire orientation paves the way for their journey into a long-term relationship with your organization. This template will get you started with a strong foundation to welcome your new hires and get them productive more quickly. Show them where they fit into the big picture and set the stage for a bright future!

What’s the Difference between Sales Training and Sales Readiness?

Sales readiness and sales training are the same things, right? Not quite.

While it’s a common misconception that sales training and readiness are the same, sales readiness actually encompasses much more than just training. Training is about knowledge, learning what you need to know about your customer, the product, your industry, and how to sell. When you train your reps you want to be sure they understand and retain what they have learned.

top sales skills blog

But when you prepare your reps to be sales ready, you are ensuring that they have the skills they need for successful customer conversations. Sales readiness prepares your reps with an outcome-oriented approach. It is an agile way to ensure they are better prepared, more effective and achieve predictable results

Sales readiness covers everything your reps need to be ready for the moment of truth; when they’re in front of a prospect or customer. Training is obviously an important part of this, but in this day and age it’s not enough to just train your reps, they need to be agile as well. With so much information to consume, reps need to have the right inflow of product, competition and peer success information when they need it. They also need to be able to hone their craft on-the-go and receive guidance and feedback regardless of where they are.

Sales readiness is about enabling your reps so they have everything they need to maximize their effectiveness and productivity.

“Sales readiness is a continuous process of creating and executing strategies to ensure preparedness of an organization’s sales force to meet its business objectives.”

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

What Is The Future of HR?

HR - Mindtickle

There has not been a better time to work in HR.

What we do quite literally makes or breaks a company. If we can’t attract, train, and retain the best talent, then the company will lose ground rapidly.

HR is undergoing change. Not just small-scale change, but a fundamental seismic shift. A change that will see traditional HR falling behind and be replaced by new, skilled HR, ready to change the future of HR. In particular, everything from technology to social media and distributed workspaces has a major impact in the way we hire, train, and retain the millennial workforce.

According to Deloitte, 91% of Millennials expect to stay in their current job for 3 years or less, with 45% of companies reporting higher turnover rates among this group vs. other generations. When looking at the future of HR, it is critical to understand that Millennials behave differently and need different types of solutions to stay engaged at work.

What are the top 3 trends that you see shaping the HR landscape?

Nisha: I’m seeing a shift where HR is getting transitioned into a true business partner who not only understands HR implications but also the core business operations as well. HR is now more connected to how the whole business is functioning, how the business is making revenue, and why the organization works the way it does. Knowing this, HR can more effectively manage the human capital needs of the organization. In fact,  human capital is one of the top three challenges for CEOs globally. So HR professionals who have a phenomenal knowledge of what’s happening at the bottom level can manage human capital needs based on business needs.

The other trend that I wanted to highlight is that HR is becoming more data-driven. Using data and analytics, HR is able to make accurate projections and take front decisions to lead the change that helps the organization achieves success. In fact, while we’re talking about HR transformation, one of the key competencies for transforming HR is the ability to analyze data effectively, find answers to those key business questions, and then manage people to achieve success.

When Google initially launched People Analytics as a tool to make their human capital decisions, it was an alien strategy for most of the companies out there. Now, more and more companies are using workforce analytics to predict the future needs and make decisions accordingly. For example, you can find out if there are any talent shortages that are going to happen in the future and if so, what type of talent or what type of skills would the organization require in the future. Can that talent be trained in the organization? If not, where we can we find them? All these questions can be answered by using data and analytics, and HR is becoming more data-driven.

The third trend is that I’m now noticing is that HR is becoming more specialized. Because, as we’ve seen, more and more new roles are emerging in the HR industry like recruitment marketing, employer branding, and HR analytics or data analytics. I want to highlight one of the recent studies conducted by Bersin Associate, which is a Deloitte company. They say that ‘ 7% of HR’s real value comes from its role as an internal people operations team: more than 5 times its value comes from its role in supporting, developing, and identifying leaders’.

So in the future, business leaders want HR professionals to be specialists who have in-depth knowledge in data analysis, who know how to assess talent and how to build compelling employer brand, and who can handle the HR technology as well.

What is the role of technology in HR of the future?

Nisha: That’s a great question. As we all know, technology is an enabler, right? Being in the HR industry, I know it’s impossible to run an HR function without multiple technologies. When it comes to HR technology, the good thing is that all the new technologies are highly integrated into letting the HR professional see the trends and insights. This is really crucial going forward for HR to be able to make decisions and manage human capital.

From identifying talent to handling the employee lifecycle management, maintaining workforce data to analyzing the talent trends and facilitating online training, technology is playing a great role. An organization with the right type of talent who knows how to make the most of HR technologies are bound to succeed. That being said, as an HR person I should definitely say this, technology cannot replace the human element.

There are some particular areas where HR interaction is a must have. For example, the one-on-one interaction between the employee and the manager. It is also needed during retention issues or if there’s any conflict resolution needed.

But as a whole, HR is evolving and technology has and will continue to impact the way HR drives business outcomes from employee onboarding to continuing skill development and beyond.

How has social media, social conversation, and digital in general influenced HR leadership and how will this continue to evolve?

Nisha: Social media, in general, has influenced the way HR attracts, hires, and engages talent. It is a competitive advantage to build a compelling, authentic, and genuine employer brand and attract talent. The greatest impact that I see right now is organizations can have some control over how their organization is perceived as a workplace, by providing content on social media.

For example, from a tweet that talks about how excited to work at the organization, to an employee sharing a photograph of their work desk, or an employee letting their audience know how they have fun working at your organization.

For instance the employer branding approach of Zappos. They have actually created a separate Twitter handle for employer branding. If you haven’t checked it out, you should check it out – it’s @InsideZappos. Their ultimate goal is to let everyone know what life is really like at Zappos. How cool is that!

They do a fun weekly tweet-chat where Zappos employees and HR team are available to talk to everyone and let their audience know how it’s like to work at their organization as well as what are the current possibilities that they’re exploring at their organization. This gives an opportunity for potential talent to interact with Zappos HR professionals and even employees.

Let me make it clear. Social media is not just a tool to broadcast. Use it as a way to engage your audience – it’s a two-way communication.

The use of social and digital will continue to evolve. As HR professionals, we’ll have to collaborate with marketing and learn some marketing skills to come up with compelling recruitment marketing techniques. We need to know how to make employer branding message reach our target audience in general.

Companies are using social media as a tool to identify cultural fit as well. Going through candidates social profiles now recruiters know what the candidates are like. For example, going through a Facebook feeds of a candidate, you can get to know a little more about candidate’s interests and passions. All the data is exposed on social media and that’s what recruiters are really looking for. What type of person is this candidate? Is he going to be a right fit for the organization? Is he going to mash up with the culture of the organization? That’s going to be an initial key in choosing a candidate. After that, once he comes for an interview, the recruiter or HR will be able to ask him behavioral and technical questions to identify the cultural fit and competence.

How can HR leaders prepare for the future?

Nisha: One of the top talent issues that is keeping business leaders up at night is the widening skills gap among HR professionals. One of the things organizations should do is to have a professional development or career advancement program for all employees across business functions. When it comes to HR, it’s not that prevalent out there. I really wanted to shout out to all the HR leaders out there to have a professional development program for your HR team in order to prepare them for the competencies that are going to be required in the future.HR is about the intersection of people with business, strategy, and technology. Keep your fingers on the pulse of these three factors and Understand what is important for your company in terms of HR are be open to all the changes that are happening in your industry, you’ll succeed for sure.

Thank you for your insight Nisha!

Nisha Raghavan - MindtickleNisha Raghavan, Founder & host of India HR LIVE, is a Global HR professional with extensive experience in handling Talent Management, Employee Engagement, and Cultural diversity in the workplace. After having worked in Corporate India for a while, she moved to The United States and talks about her Global HR experiences on her blog Your HR Buddy!! She is the Co-host of DriveThruHR, HR’s #1 Daily Radio Show at 12 noon CT and was recently listed as one of the Top 100 most social HR experts on Twitter by Huffington Post. Connect with her on LinkedIn, Facebook, & on Twitter @TheHrbuddy.

5 Reasons Why Companies Should Care About the Pre-Join Period

It is estimated that 46 percent of newly hired employees fail within 18 months. Although it may seem like all of the territories in new hire onboarding has been fully explored and mapped out, the pre-join period is still uncharted territory that human resources professionals may be overlooking.

According to a recent Aberdeen report, Engaging Your New Hires on Day 1, the onboarding experience is typically black or white for your new hire. Either it is positive or it is negative. When onboarding goes well, your new hire is energized, motivated, and eager to go forth and perform.

On the regrettable flipside, with a negative experience, they may feel resentful and start to question their decision to join the organization.

You don’t want that to happen. This is where having a strong pre-join plan for your new hires can come in handy. A strong pre-join experience addresses the earliest stage of engagement with your new employee when they are forming an initial opinion about your organization.

“Investing in the pre-join experience is a great opportunity to invest in your new hires.” Todd Raphael, Chief editor, ere.net

What is the “pre-join” period?

“Pre-join” refers to the period between the day a new employee accepts an offer to the day he or she shows up at the office for the first day of work. This period could be anywhere from 2-4 weeks to 6-9 months, in the case of campus hires where job offers are extended while the student is still in school. The same Aberdeen report shows that 37% of companies extend their programs beyond the first month. For these companies, “onboarding is regressing rather than advancing.”

Pre-Join Period - Mindtickle

Why should your organization implement a pre-join program?

The pre-join period represents a huge missed opportunity for most organizations, as they fail to recognize the value that an organized pre-join program can offer in terms of employee recruitment, retention, and productivity. Read on as we break down the top reasons for implementing a pre-join program for training and engaging new hires.

1. Pre-join programs reduce employee dropout rate

There’s a lot that can happen between the day that a prospective employee accepts an offer and their first day on the job. In particular, when there are several weeks or months leading up to their start date, people can receive other job offers or simply change their minds about joining your company.

An organized pre-join program can help mitigate these risks by making new hires feel like they are already part of your organization. By having their training program start before their official start date, employees are more likely to feel a bond with your organization, empowered by the fact that they’re going to be starting day 1 with weeks (or even months) of training experience under their belt.

In one impressive example, a $5 billion dollar IT company reduced pre-join churn by about 90% using Mindtickle’s gamified learning platform.

2. Pre-join programs aid in successful employee placement

You can learn a lot about a new hire’s interests, strengths, and weaknesses through their performance in pre-join programs. This information can then be used in identifying areas of improvement to be addressed, as well as determining optimal employee placement in your organization.

For example, new hires that do well on modules pertaining to soft skills could be put in customer-facing roles, while those that excel in technical skills could be placed on technology projects.

3. Pre-join programs improve employee engagement beyond day 1

A successful pre-join program helps to validate a new recruit’s decision to join your company. This does more than prevent them from going to a competitor or dropping your offer before joining but extends its value beyond day 1 and well into their tenure.

In the words of Naveen Narayanan, Global Head of Talent Acquisition at HCL Technologies, “Pre-employment engagement plays a significant part in bringing down the renege scores and enable the new joiners to get a 360 view of the company. Prospective employees feel valued and this gives the candidates the impetus and drive to excel post joining.”

4. Pre-join programs reduce the time it takes employees to become productive

There is a gap of time between an employee’s first day on the job and when they start being a productive member of the organization. According to Michael Watkins’ book “The First 90 Days”, the break-even point when a new hire starts being profitable is at 6.2 months from their start date.

This gap can be reduced by employing a pre-join program that brings new hires up to speed on technical skills and company values, allowing for a more seamless integration into their new role and the corporate culture. This allows for a quicker transformation of a new hire from an expense into an asset to your organization.

5. Pre-join programs can be a source of competitive advantage

An effective pre-join program can contribute to a company’s bottom line in a number of ways. From a cost savings standpoint, an organization benefits from lower drop-out and retention rates that mitigate the need for additional recruitment efforts.

A strong pre-join program also impacts a company’s profits, with employees being able to contribute business value faster – of particular impact when looking at training sales teams.

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

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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.





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webinar-mindtickle_500x500_listen-now“If you can structure and enable your sales team to get out of a bad deal early or bring it home to Papa as quickly as possible, then you have enabled your sales team to do the right thing at the right time.

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