An Onboarding Mindset

In previous posts, I have talked about how an onboarding process can be created – a process that meets both aims of organization and onboarding individual.

But there’s an important piece in entire jigsaw – what ‘mindset’ should onboarding individual approach onboarding process with?  Crack this piece- and you might have set up lever that will ensure onboarding process stays on track.

Here are a few pointers on ‘an onboarding mindset’:

·         Its OK not to be OK: There will be extended periods of uncertainty/learning anxiety. You need to live with it. If you are relocating cities/countries, then add in the entire personal transition piece. Uncertainty might last for months – and even for a year. There’s no way out. You need to get comfortable with being ‘NOT OK’.

·         Student Mindset: 

o   Be curious to learn. Don’t let your past experience color your experience of new environment. Different is not necessarily bad. When you find something different, ask yourself ‘Why might it be this way? How might it make sense in current environment?’. You may not get answer immediately but stay at it.

o   At same time, keep on questioning what doesn’t make sense.

Essence basically is to keep a balance.

·         Professional mindset:

o   Figure out what are expectations from your job. Focus on identifying what uniquely you can bring to job that can create maximum impact for organization. Think of what are least ‘nuts and bolts’ you need to know to start performing on your job.

o   You are not alone. Identify and contract with those who will help you in onboarding process. A professional is not necessarily an ‘expert’. S/he’s focus is on effective outcomes. S/he’s not worried about being known as SME/expert – who should have all answers – or should have necessarily ‘owned’ entire piece.   A professional say ‘Thank You’, ‘I Need Help’, and ‘I am Sorry’ – when required.

o   Focus on building trust in important partnerships/relationships. That’s lubricant which will later ensure speed in these partnerships/relationships.

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Sourav

Transitions

Currently I am in midst of a ‘transition’ at work.  I have been thinking about ‘how do I ready myself for next role while keeping focus on current role’.

Then I realize we face a related challenge throughout our work lives and possibly our lives itself - ‘How do you manage current while preparing base for future?’. There might be some additional elements involved in a role transition – building up new relationship networks, understanding a new context, etc. But more or less approach should be similar.  It also with right focus should be doable.

Here are few thoughts on how to approach a significant role transition at work:

·         Build a short term plan – 30/60 day plan – with milestones.

·         Focus on how you could ready yourself better even before landing in role. So an element of pre-work might be necessary.

·         Keep aside time periodically (possibly every week in the first month) to reflect on what you achieved against milestones and where you need to course correct.

·         Remember 3 quadrants of onboarding – networks (trust and working partnership with stakeholders), contribution (early successes), and learning (nuts and bolts of job).

·         Prepare for being uncomfortable. In first few months, you may be passing through zones of Unconscious Incompetence (you don’t know what you don’t know) to Conscious Incompetence (you know what you don’t know) to Conscious Competence. Be intentional, stick to your efforts, and don’t let uncertainty impact you too much. It should pay off.

·         As for current role, contract with your current stakeholders on what you will achieve in your remaining few weeks/months in current role. It is important that you leave still feeling on a high.

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Sourav

Onboarding Leaders

Will onboarding a leader require a different/additional/modified focus compared to onboarding any other employee?

I don’t think so. If onboarding were to be defined both as onboarding (into role) and induction (into company), then these will be required to be focused on for any new employee including a new leader.

But HR might need to play a more involved role in onboarding leaders.

In case of IC employees or managers, there are enough systems and informal feedback mechanisms in place for employee to understand how s/he is inducting into company. HR will check in on health of induction – but it is mostly periodic check ins.

In case of leaders, feedback may not come in diluted from below hierarchy. Secondly there may not be many role models leader can refer to – leadership positions may be lonely positions J. So leader does need a frame of comparison (with other successful leaders –present/previous) and a way of getting feedback (in a non –threatening space).

These 2 are specific ways in which HR can play a required more involved role in onboarding leaders.

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Sourav

Transitions

We usually use terms induction and onboarding in context of new joiners to companies. But these terms do have relevance to even employees transitioning across roles.

What all might be important to look at when we consider employees transitioning across roles?

There needs to be a focus on:

·         Effective transitioning off from current role:

o   There needs to be a focus on effective hand over of responsibilities to new/stand-in incumbent.

o   Every team also needs to re-center itself when there is a change in team member.  

·         Effectively onboarding into new role:

o   There needs to be a focus on role readiness. This will be a combination of learnings required, contributions (early successes) that give a boost to confidence, and establishing networks required for role.

·         Effectively inducting into new team/org sub-cultures – need for team to re-center itself with new team member.

All of these steps can be facilitated through processes.

How is this different from onboarding and inducting a new joiner to company? It is different in sense that in second case one also needs to factor in ‘inducting into company’.

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Sourav

Onboarding

Is it an employee’s responsibility to onboard himself/herself on to the role or is the company’s responsibility to ensure that an employee onboards to a role?

 

I will contend both. But I do think that organization has a role to play in ensuring the employee is set up for success.

 

First, both external and internal hires have a need for onboarding.

 

Second, an onboarding plan needs to have defined objectives and a structure.

 

Objectives of onboarding primarily are a) establishing relationships with key stakeholders in/outside organization, b) understanding organization eco-system, c) learning the nuts and bolts to do the job independently, and d) starting to contribute in the role (with quick feedback loops) that in turn leads to increased confidence.

 

How do you want to go about building a structure around these 3 pronged objectives?

First, set a time limit for plan– a fortnight/1 month/2 months.

Second, create a week wise plan with defined objectives.

Third, have a review/check-in mechanism in place with employee’s manager.

 

Finally, a plan is only as good as its execution. So ensure that onboarding plan is executed well.

 

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Sourav

Ability

So you have figured out job specifications. Next step is to figure what is trainable and what do you hire for.

 

So how exactly do you figure out what is trainable and what is not?

 

I had touched upon this aspect in a previous post titled ‘Ideal Job Specification’.

 

Most capabilities are trainable given adequate time, effort, and cost.   Capability of a person is defined in terms of Knowledge, Skills, and Abilities.

 

Knowledge is easiest to pick up and possibly easiest to forget.

 

Skill is more difficult to pick up and more difficult to forget (e.g. – do you forget how to cycle or swim even if you have not cycled or swam for a long time).

 

Ability is most difficult to pick up and most difficult to lose/forget.

 

If you are have a constrained recruitment budget, then you might want to hire a candidate with high ability – who can make up for gaps in knowledge and skills with a focussed onboarding program.

 

So when ‘cost-constrained’, think ability!

 

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Sourav

 

Response time, readiness, and experiments

All of us will prefer adequate time to learn ropes of a role.  But is that always possible?

Sometimes turnaround time expected in a role is very small- response to situation has to be immediate and effective almost from day/week 1.

How do you prepare for such roles? - when you are unsure of what's going to come your  way and when, and additionally responses are expected almost immediately.

Forming tentative hypothesis, and experimenting may be way to go in such cases.  

You create tentative hypothesis (even around territorial scope of your work), define a problem statement, and then go about trying to find a solution.   

You do this in your free time and even possibly before you have taken on the role.

Through this way you give yourself a better chance of performing from day/week 1 in such roles.

I am reminded of something I had found once relevant – we may not be able to control the situation we are in but we surely can control our response – as long as we know what is it that we are trying to achieve!

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Sourav 

Excellent Managers

What are enablers for managerial excellence?

Let’s make an assumption - focus of excellence is on what managers are doing today.

Hence focus becomes - what are HR processes manager is supposed to manage for his/her directs.  Some of these processes are across employee life cycle (e.g - joining, onboarding, development) some across team life cycle (e.g- storming, forming, norming).

I've come across two ways of ensuring this focus.

• Organization clarifies what is expected of Managers and measures them on basis of outcomes (subjective or objective).
• Organization institutes project teams to drive outcomes/improvements related to focus.

Both ways can work. In the first way, consistency in outcomes across managers may be a challenge.  In the second way, there is a danger that responsibility for managing is abdicated – responsibility for managerial outcomes is perceived to have moved to project teams.

But obviously, managerial outcomes still need to emerge from Managers doing the right thing for their employees.

That's a focus one has to maintain in the second way.

 

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Sourav