Onboarding Program Design
Anchor new energy into your business + ensure long-term alignment from Day One.
A new hire sets the frequency for their entire journey with your company. A chaotic first week scatters their focus, drains your managers, and breaks the flow of productivity. This Onboarding Program Design creates a deeply intentional, structured container that makes new employees feel instantly welcomed, aligned, and empowered with your organization.
What you will receive:
The 90-Day Roadmap: A beautifully structured, week-by-week guide that anchors your new hire into their role, detailing exactly what they need to learn, do, and embody in their first three months.
Role-Specific Milestones: Crystal clear expectations so both the manager and the employee are holding the exact same vision for success at the 30-, 60-, and 90-day marks.
The Pre-Arrival Checklist: A step-by-step guide to ensure the physical and digital space (desk, software, welcome announcements) is fully prepped, allowing the new hire to step into a seamless flow the moment they arrive.
The Leadership Playbook: Intentional scripts and agendas for that crucial first-day welcome, week-one check-ins, and goal-setting conversations.
Welcome Packet: A branded, digital or printable guide that invites them directly into your company—covering your history, mission/values, org chart, and core FAQs.
Welcome Templates: Drafted email templates for you or your managers to beautifully announce the new hire and invite the wider company to hold space for them.
Check-In Templates: Standardized questionnaires to guide those critical 30-, 60-, and 90-day progress meetings, keeping the communication channel open, honest, and flowing.
New Hire Feedback: A short feedback loop given at the 90-day mark to understand their onboarding experience, allowing you to continuously refine your hiring process.
Our Process: How We Work Together
Step 1: Discovery & Alignment Every great partnership starts with clear alignment. Upon booking, you will receive an email with a comprehensive discovery questionnaire to gather essential details about your current HR pain points, business goals, and timeline. This ensures our expertise perfectly aligns with your specific needs right from the start.
Step 2: The Scope of Work (SOW) & Agreement You will be provided a detailed Scope of Work (SOW) that clearly outlines the exact deliverables, timelines, and out-of-scope boundaries. Once you sign the SOW, your project is officially secured on the calendar.
Step 3: Secure Information Gathering Your time is valuable, so the onboarding is kept highly organized. You will receive a clear checklist and instructions for securely submitting the specific documents that are needed from you to begin—such as your old employee handbook, current job descriptions, or existing policies. These materials will be thoroughly reviewed before work begins.
Step 4: Strategy, Drafting & Collaboration This is where the heavy lifting happens. You will be kept updated on progress at key milestones so you are never left wondering where your project stands, but your inbox won't be bombarded with unnecessary questions either.
Step 5: Review & Refine Once the initial draft or strategy is complete, the draft will be sent over for to you to review with your team. Because it is important for the final product to fit your company culture perfectly, project-based services include up to two (2) rounds of consolidated revisions. This is where collaboration takes place to tweak the tone, adjust policies, and finalize the details.
Step 6: Final Delivery & Handoff Upon final approval, all your finalized assets will be delivered. You will receive clean, organized files (typically in both PDF and editable Word formats) so you have full ownership of your documents.
