5 Tips to Onboard New Team Members

 

By Yasmina Khelifi, PMI-ACP, PMI-PBA, PMP

A few years ago, I replaced a contractor who was an expert in his field. We met once a week, and he answered my questions. But the domain was new to me. He was an expert, and I was not—so I thought it was normal that I didn't understand it.

He didn't write documents for me. So when he left, I spent difficult months catching up on things. Fortunately, I worked with a helpful technical expert. Then I wrote the necessary documents. We also developed a short training course. Since then, I have had to onboard colleagues, and I could use this documentation.

I belong to many teams at work (and in the volunteering setting), and I’d like to share some thoughts on how this kind of transition can be better handled. Let's call Moa, your new team member.

1. Think of the needs of the newbie. When you onboard someone new, you first need to understand what they need. This is not about you; this is about Moa. You need to take into consideration some questions:

a. Big picture vs. task only: Some people need to have the big picture to understand. Others need to understand only their sandbox.

b. Learning methods: How does Moa learn and memorize?

• Does he need to get documentation?
• Does he need to observe people at work?
• Does he need to talk with you regularly, in addition to documentation?

c. Learning rhythm: What is Moa’s rhythm to learn? I am a bit impatient and need to know what is expected from me from the outset. If I don’t know it, I become anxious. Sometimes I get feedback like “Relax! You have time.” It doesn’t reassure me. On the contrary, it makes me nervous and a bit upset because by these words, I feel like people are not listening to my needs.

d. Face-to-face meetings: If Moa is a remote team member, you’ll have to talk with his manager to plan a face-to-face meeting quickly after he joins. Perhaps a longer visit will be advantageous (and a great opportunity to gather the whole team together).

2. Define the best approach. Once you have had these first conversations, you can tailor an onboarding plan. Onboarding doesn’t stop the first week—it is a journey that can take several months and can take different forms:

• You can have weekly meetings
• You can invite Moa to your conference calls even if it isn’t directly linked to Moa’s role (and you can catch up afterward)
• You can send documents/information
• You can add Moa in the email loops and explain things

3. Demystify languages. You will also be Moa’s “translator.” The language of your team includes:

• Acronyms and vocabulary of the domain and organization
• Business language (for example, French business language is a mix between English and French)

These are the kinds of things you cannot get from training. Perhaps you have a glossary, or you can create one.

4. Uncover the unspoken rituals. When it comes to rituals, people often think of coffee breaks or after-work social gatherings. But rituals also encompass practical things about ways of working.

Perhaps Moa is more interested in those items than the coffee breaks. You can anticipate answering the following questions:

• What types of meetings do we have on the team?
• During the meetings, can questions be asked?
• Are the meetings recorded if I can’t attend?
• Are there minutes?
• How do we communicate?
• How are new ideas proposed?

5. Start early…and include everyone. With the overload at work and deadlines to catch up, your team member sometimes isn't in a hurry to train Moa. That doesn’t mean they don’t want to help him. But onboarding someone takes more time than expected.

We all manage things without writing them down. Or a process is written, but after a while, we adapt it without updating the written process. Because of that, a 30-minute conversation can last longer than expected. Moa may ask many questions, like me.

Welcoming a new member is not only the responsibility of the manager. It is even more important if Moa already works in the company. The onboarding process can start before with a handover period. Moa can begin to meet his colleagues and exchange with them.

Onboarding new members is a key process in the life of a team. It is an opportunity to strengthen ties, and also a learning opportunity for everyone.

What other things do you plan to onboard new team members?