Effective Onboarding A Complete Guide - 2020 Edition

By Gerardus Blokdyk

Have you designated a sponsor to assist the new employee? How will you manage onboarding new users? How long is the setup/onboarding process before you can build the first model? What is the value proposition for a new employee? Is there an onboarding process in place?

This instant Effective Onboarding self-assessment will make you the entrusted Effective Onboarding domain assessor by revealing just what you need to know to be fluent and ready for any Effective Onboarding challenge.

How do I reduce the effort in the Effective Onboarding work to be done to get problems solved? How can I ensure that plans of action include every Effective Onboarding task and that every Effective Onboarding outcome is in place? How will I save time investigating strategic and tactical options and ensuring Effective Onboarding costs are low? How can I deliver tailored Effective Onboarding advice instantly with structured going-forward plans?

There’s no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Effective Onboarding essentials are covered, from every angle: the Effective Onboarding self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Effective Onboarding outcomes are achieved.

Contains extensive criteria grounded in past and current successful projects and activities by experienced Effective Onboarding practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Effective Onboarding are maximized with professional results.

Your purchase includes access details to the Effective Onboarding self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:

- The latest quick edition of the book in PDF

- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

- The Self-Assessment Excel Dashboard

- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

- In-depth and specific Effective Onboarding Checklists

- Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT UPDATES

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

• Language: English
• Publisher: 5STARCooks
• Release date: Sep 6, 2019
• ISBN: 9780655965046

Book preview

Effective Onboarding

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Effective Onboarding best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

Notice of rights

You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

Trademarks

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

Copyright © by The Art of Service

http://theartofservice.com

[e-mail]

About The Art of Service

The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.

Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

http://theartofservice.com

[e-mail]

Included Resources - how to access

Included with your purchase of the book is the Effective Onboarding Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[e-mail]

with this books’ title in the subject to get the Effective Onboarding Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT UPDATES

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Get it now- you will be glad you did - do it now, before you forget.

Send an email to [e-mail] with this books’ title in the subject to get the Effective Onboarding Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Effective Onboarding, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Effective Onboarding have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Effective Onboarding, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Effective Onboarding initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Effective Onboarding Scorecard on the second next page of the Self-Assessment.

Your completed Effective Onboarding Scorecard will give you a clear presentation of which Effective Onboarding areas need attention.

Effective Onboarding

Scorecard Example

Example of how the finalized Scorecard can look like:

Effective Onboarding

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service11

Included Resources - how to access11

Purpose of this Self-Assessment13

How to use the Self-Assessment14

Effective Onboarding

Scorecard Example16

Effective Onboarding

Scorecard17

BEGINNING OF THE

SELF-ASSESSMENT:18

CRITERION #1: RECOGNIZE19

CRITERION #2: DEFINE:29

CRITERION #3: MEASURE:40

CRITERION #4: ANALYZE:48

CRITERION #5: IMPROVE:65

CRITERION #6: CONTROL:76

CRITERION #7: SUSTAIN:85

Effective Onboarding and Managing Projects, Criteria for Project Managers:135

1.0 Initiating Process Group: Effective Onboarding136

1.1 Project Charter: Effective Onboarding138

1.2 Stakeholder Register: Effective Onboarding140

1.3 Stakeholder Analysis Matrix: Effective Onboarding141

2.0 Planning Process Group: Effective Onboarding143

2.1 Project Management Plan: Effective Onboarding145

2.2 Scope Management Plan: Effective Onboarding147

2.3 Requirements Management Plan: Effective Onboarding149

2.4 Requirements Documentation: Effective Onboarding151

2.5 Requirements Traceability Matrix: Effective Onboarding153

2.6 Project Scope Statement: Effective Onboarding155

2.7 Assumption and Constraint Log: Effective Onboarding157

2.8 Work Breakdown Structure: Effective Onboarding159

2.9 WBS Dictionary: Effective Onboarding161

2.10 Schedule Management Plan: Effective Onboarding164

2.11 Activity List: Effective Onboarding166

2.12 Activity Attributes: Effective Onboarding168

2.13 Milestone List: Effective Onboarding170

2.14 Network Diagram: Effective Onboarding172

2.15 Activity Resource Requirements: Effective Onboarding174

2.16 Resource Breakdown Structure: Effective Onboarding175

2.17 Activity Duration Estimates: Effective Onboarding177

2.18 Duration Estimating Worksheet: Effective Onboarding179

2.19 Project Schedule: Effective Onboarding181

2.20 Cost Management Plan: Effective Onboarding183

2.21 Activity Cost Estimates: Effective Onboarding185

2.22 Cost Estimating Worksheet: Effective Onboarding187

2.23 Cost Baseline: Effective Onboarding189

2.24 Quality Management Plan: Effective Onboarding191

2.25 Quality Metrics: Effective Onboarding193

2.26 Process Improvement Plan: Effective Onboarding195

2.27 Responsibility Assignment Matrix: Effective Onboarding197

2.28 Roles and Responsibilities: Effective Onboarding199

2.29 Human Resource Management Plan: Effective Onboarding201

2.30 Communications Management Plan: Effective Onboarding203

2.31 Risk Management Plan: Effective Onboarding205

2.32 Risk Register: Effective Onboarding207

2.33 Probability and Impact Assessment: Effective Onboarding209

2.34 Probability and Impact Matrix: Effective Onboarding211

2.35 Risk Data Sheet: Effective Onboarding213

2.36 Procurement Management Plan: Effective Onboarding215

2.37 Source Selection Criteria: Effective Onboarding217

2.38 Stakeholder Management Plan: Effective Onboarding219

2.39 Change Management Plan: Effective Onboarding221

3.0 Executing Process Group: Effective Onboarding223

3.1 Team Member Status Report: Effective Onboarding225

3.2 Change Request: Effective Onboarding227

3.3 Change Log: Effective Onboarding229

3.4 Decision Log: Effective Onboarding231

3.5 Quality Audit: Effective Onboarding233

3.6 Team Directory: Effective Onboarding236

3.7 Team Operating Agreement: Effective Onboarding238

3.8 Team Performance Assessment: Effective Onboarding240

3.9 Team Member Performance Assessment: Effective Onboarding242

3.10 Issue Log: Effective Onboarding244

4.0 Monitoring and Controlling Process Group: Effective Onboarding246

4.1 Project Performance Report: Effective Onboarding248

4.2 Variance Analysis: Effective Onboarding250

4.3 Earned Value Status: Effective Onboarding252

4.4 Risk Audit: Effective Onboarding254

4.5 Contractor Status Report: Effective Onboarding256

4.6 Formal Acceptance: Effective Onboarding258

5.0 Closing Process Group: Effective Onboarding260

5.1 Procurement Audit: Effective Onboarding262

5.2 Contract Close-Out: Effective Onboarding264

5.3 Project or Phase Close-Out: Effective Onboarding266

5.4 Lessons Learned: Effective Onboarding268

Effective Onboarding and Managing Projects, Criteria for Project Managers:270

1.0 Initiating Process Group: Effective Onboarding271

1.1 Project Charter: Effective Onboarding273

1.2 Stakeholder Register: Effective Onboarding275

1.3 Stakeholder Analysis Matrix: Effective Onboarding276

2.0 Planning Process Group: Effective Onboarding278

2.1 Project Management Plan: Effective Onboarding280

2.2 Scope Management Plan: Effective Onboarding282

2.3 Requirements Management Plan: Effective Onboarding284

2.4 Requirements Documentation: Effective Onboarding287

2.5 Requirements Traceability Matrix: Effective Onboarding289

2.6 Project Scope Statement: Effective Onboarding291

2.7 Assumption and Constraint Log: Effective Onboarding293

2.8 Work Breakdown Structure: Effective Onboarding295

2.9 WBS Dictionary: Effective Onboarding297

2.10 Schedule Management Plan: Effective Onboarding300

2.11 Activity List: Effective Onboarding302

2.12 Activity Attributes: Effective Onboarding304

2.13 Milestone List: Effective Onboarding306

2.14 Network Diagram: Effective Onboarding308

2.15 Activity Resource Requirements: Effective Onboarding310

2.16 Resource Breakdown Structure: Effective Onboarding311

2.17 Activity Duration Estimates: Effective Onboarding313

2.18 Duration Estimating Worksheet: Effective Onboarding315

2.19 Project Schedule: Effective Onboarding317

2.20 Cost Management Plan: Effective Onboarding319

2.21 Activity Cost Estimates: Effective Onboarding321

2.22 Cost Estimating Worksheet: Effective Onboarding323

2.23 Cost Baseline: Effective Onboarding325

2.24 Quality Management Plan: Effective Onboarding327

2.25 Quality Metrics: Effective Onboarding329

2.26 Process Improvement Plan: Effective Onboarding331

2.27 Responsibility Assignment Matrix: Effective Onboarding333

2.28 Roles and Responsibilities: Effective Onboarding335

2.29 Human Resource Management Plan: Effective Onboarding337

2.30 Communications Management Plan: Effective Onboarding339

2.31 Risk Management Plan: Effective Onboarding341

2.32 Risk Register: Effective Onboarding343

2.33 Probability and Impact Assessment: Effective Onboarding345

2.34 Probability and Impact Matrix: Effective Onboarding347

2.35 Risk Data Sheet: Effective Onboarding349

2.36 Procurement Management Plan: Effective Onboarding351

2.37 Source Selection Criteria: Effective Onboarding353

2.38 Stakeholder Management Plan: Effective Onboarding355

2.39 Change Management Plan: Effective Onboarding357

3.0 Executing Process Group: Effective Onboarding359

3.1 Team Member Status Report: Effective Onboarding361

3.2 Change Request: Effective Onboarding363

3.3 Change Log: Effective Onboarding365

3.4 Decision Log: Effective Onboarding367

3.5 Quality Audit: Effective Onboarding369

3.6 Team Directory: Effective Onboarding372

3.7 Team Operating Agreement: Effective Onboarding374

3.8 Team Performance Assessment: Effective Onboarding376

3.9 Team Member Performance Assessment: Effective Onboarding378

3.10 Issue Log: Effective Onboarding380

4.0 Monitoring and Controlling Process Group: Effective Onboarding382

4.1 Project Performance Report: Effective Onboarding384

4.2 Variance Analysis: Effective Onboarding386

4.3 Earned Value Status: Effective Onboarding388

4.4 Risk Audit: Effective Onboarding390

4.5 Contractor Status Report: Effective Onboarding392

4.6 Formal Acceptance: Effective Onboarding394

5.0 Closing Process Group: Effective Onboarding396

5.1 Procurement Audit: Effective Onboarding398

5.2 Contract Close-Out: Effective Onboarding400

5.3 Project or Phase Close-Out: Effective Onboarding402

5.4 Lessons Learned: Effective Onboarding404

Index406

CRITERION #1: RECOGNIZE

INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

In my belief, the answer to this question is clearly defined:

5 Strongly Agree

4 Agree

3 Neutral

2 Disagree

1 Strongly Disagree

1. How will you recognize and celebrate results?

<--- Score

2. Do you have all the work tools you need?

<--- Score

3. Where do you need new employees?

<--- Score

4. Are there recognized Effective Onboarding problems?

<--- Score

5. Are there ways to maximize while in order to minimize training needs of new employees?

<--- Score

6. Do you trigger a welcome series to assist user onboarding and provide next steps?

<--- Score

7. To what extent does management recognize Effective Onboarding as a tool to increase the results?

<--- Score

8. Are there ways to maximize recruitment in order to minimize training needs of new employees?

<--- Score

9. Do you have all the tools and resources that you need?

<--- Score

10. Does your