4 Tips for Onboarding

“Why would I want to hire someone in order to spend 3 hours training them to do something I can do in 40 minutes?”

Yes, it is a valid question and one that regularly goes through a leader’s mind when they are onboarding (a.k.a. training) a new member of their team.  It is also a common thought that gets a lot of our new clients “stuck” per se in their hiring of our professional services. I understand that this has been a common frustration I have addressed with our clients in the early phases of hiring our services, as well as a thought that I have had myself when I hired my two team members at Assistants 4 HIre.

Here are the tips I send to our clients and reminders to myself when going through the onboarding process:

1) It's only temporary:

Yes, actually the thought that you can get done in 30-40 minutes what may take you up 2-3 hours to train is completely valid.  Not only do you have to pay the person you are training for that extra time, but you are also losing your valuable time in the process.

Remember that this is a temporary process.  It is only a part of your reality for a couple of days when training your team member properly.  Of course, there may be a check-in or an update afterwards when some updates need to be made. Still, this is only happening now; and it will not be your reality in a month or two when the onboarding is complete.

2) Have whomever you are onboarding write the processes and procedures you are training them on:

Want to streamline your training so that you won't have to repeat the orientation 2, 3, 4, 5 times in the next year, two years, etc., as you add team members to your business, or at the very least, minimize the time it takes you to onboard? Make sure whomever you are training writes down the procedures. This way, you ensure that the orientation is handled thoroughly.

Done well enough, the person you are training can then educate the next person launching into the business. If you still feel you need to be in charge of the training, hand over the procedures to your new addition prior to the onboarding process. This will then turn into a “review of the items listed” while conducting the onboarding process.

3) Create a System for Assignments and Follow-Up:

I love Trello ~  It is easy to add team members, create columns entitled “To Do List,”  “Doing List,“ and “Done List.” You can create boards for each major category in your business and then keep tabs on the progress of each task.

For Example:  After I write the post, there will be a card for my team member, Liz, to “edit” with a due date attached.  Once I send this over to her, I can just check on Trello on the date it is due to see when a task has been moved from the "Doing List" to the "Done List". Once the task is moved to the applicable column, the next steps can be taken.

There are many other apps that are also effective ~ such as “Teamwork”  and “Monday Morning” to name two.

In any case, when creating a team, you want to be able to streamline tasks and be able to see their progress in the most effective way.  These apps and tools are amazing in helping achieve that goal.

4) It is all WORTH IT!:

All that time you just felt you spent onboarding your new hire will come back full circle.  In a month or two when you are on a train, plane or commuting, you will be able to write a 30- second “To Do List” card in Trello. By doing so will prompt an action to get something done that would normally take you an hour . . . your reward has just been met!

Your life just got easier, more efficient and less stressful!  That is why we believe in delegating.

Want more tips and tricks to help you with time management, onboarding, or business strategy?  Continue to check out our blog and subscribe to our newsletter at 

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