Go back to your first day at a new job. The memory brings up a combination of both nerves and excitement. You start questioning if you have made the right decision, whether you will make any long-lasting relationships or if you should have worn something different to come across as approachable but professional.
For me, my biggest concern was if my trainer was going to have the time and patience to answer all of my questions.
You know the feeling, you’re in your first week of the job and not really producing anything except questions. Your trainer is smiling through gritted teeth as you feebly approach their desk with the 84th enquiry that day. So, you start to think of new and interesting ways like “ques-tiona” or “just one more pleeeaase” in the hope that mixing it up a bit will help with all of their work interruptions.
It’s a lot of work onboarding a teammate. It’s easy to underestimate just how much you already know about your business and processes and think that anyone new will pick it up in no time.
So, save both your and your newbie’s sanity by investing some time into onboarding materials because what is up in your head, helps nobody but you. Here are some suggestions on what you could put together
Screen capture videos on how to use particular software
Policies on how you handle particular situations
Procedure manuals – try to keep these simple to use in conjunction with your videos
Flow charts on processes
Decision trees on common questions
Roles and responsibilities – who to go to for what
Solid templates for anything regularly used
Now putting these together will need a fair amount of time investment. Trust me, I have been working on ours over the past 6 months. In my experience, the easiest way of putting these together is simply noting tasks down as you go about your day and as the list builds, block out an hour or two to put together the training.
I have found the following apps to make my life so much easier in this process
Evernote (free) – collecting ideas
Loom or Zoom (free) – screen capture videos
Co Assemble – setting up training as a course
Powerpoint & Word – simple for flow charts, tables and manuals
You’re likely to be bringing on your new teammate when the workflow is hectic and probably won’t have the time to invest in their training. Set them up for success with some solid resources and reap the benefits of having a fully versed teammate a lot sooner.