The Onboarding Process

Executive onboarding or executive assimilation is becoming increasingly important in today’s marketplace. The executive onboarding process supports new executives in becoming productive quickly in their new environments. Supported by an executive coach who specializes in this area, the executive is guided through a structured process that helps her/him to focus on the right activities in the right ways during their first few months on the job so that he or she is working in concert with their boss, setting the right direction for their team and making significant progress towards the most important deliverables.

The Executive Onboarding Crisis

To enhance competitiveness many organizations are hiring new outside executives or relocating an executive from one function or geography to another location. Unfortunately, many of these new executives are not meeting corporate expectations and are often forced to leave the organization after a very short period of time. Some companies estimate a failure rate as high as a 50%.

Challenges in Executive Onboarding

Complexity coupled with speed of change often forces new leaders to need to succeed before they acquire the requisite skill set. Research from the Harvard Business Review indicates that it takes a new mid-level manager at least 6.2 months to reach the break even point even in an organization where they are a good fit and have a good chance of success. According to ExecGlobal search executive Carl Wellenstein, the actual costs incurred from poor executive selection is incalculable.

Job fit and culture fit are key success factors that significantly influence whether new hires will meet corporate expectations. The challenge is not just with senior executives; shifts in organizational size, focus and complexity are also creating more key roles for mid managers who are critical in helping companies maintain their competitive edge.

Successful Executive Onboarding

In our experience, comprehensive talent management that includes eligibility (sourcing and recruiting), sustainability (informed objective selection) and development are critical success factors in assuring executive success and assimilation. In order to aid new executives successfully engaging with the business, its customers and its people, the new executive will perform well and more quickly if she or he is actively supported in focusing on the right activities in the right ways during their initial months on the job. Clearly, a coaching program focused on successful onboarding which covers the first 3-6 months is critical to new executive effectiveness.

Our Executive Onboarding Process

Our executive onboarding coaching approach supports executives in assimilating themselves quickly and successfully into the new culture. The result: the organization gets the productivity it needs. Our program helps new leaders answer the questions, “You’re in charge, now what?” and “What is the most effective action I should take?” Our program design is simple, effective and results-oriented, so that the new executive is quickly assimilated into productive action.

Resources In Action’s 90 Day Executive Onboarding System

Day 1

  • Making Connections with the Right People
  • Learning Specifics of the Business
  • Obtaining Clarification of Expectations
  • Clarifying and Understanding Cultural Identity
  • Identifying Key Job Fit Issues at this Level

Month 1

  • Identifying learning priorities
  • Identifying executive’s risk profile
  • Identifying cultural alignment issues
  • Identifying corporate job expectations and devising 90 day strategies
  • Attaining clarity of relations with the boss
  • Investigating team restructuring issues

Month 2

  • Identifying early wins to help develop a successful job pattern
  • Attaining consensus on “A” item priorities
  • Finalizing 90 day job strategy
  • Clarifying job expectations and resource requirements with your boss

Month 3

  • Post 90 day strategy is clear
  • Shared vision articulated and team engagement/alignment is agreed upon
  • Action plans are in place to support execution of early wins
  • Alliances are in place to support early wins
  • A plan for re-structuring the team has been formulated and agreed upon with HR and Corporate
  • A comprehensive plan for organizational architecture is in place
  • Regular and effective communication with peers and superiors is agreed upon and implemented

For more information on the onboarding process, contact us or read recent posts in the Resources in Action blog that address Executive Onboarding.


3 Responses to “The Onboarding Process”

  1. Executive Onboarding and Coaching » Coaching New Managers Radio Show on Voice of America Says:

    […] While new managers have some of the same needs and challenges as new executives there are some distinctive differences in the onboarding process for each. Listen to the broadcast here in MP3 format. […]

  2. Executive Onboarding and Coaching » CEO On-boarding Question #2 Says:

    […] This article will examine the other 20% who do not succeed or prosper in their new positions, namely those who were bad hires or were not properly integrated into their new culture through an effective onboarding process. Our purpose is to examine how CEO’s can improve both their hiring and on boarding processes for increased organizational effectiveness. […]

  3. Executive Onboarding and Coaching » Executive Onboarding Goes Mainstream Says:

    […] Business Week published an article a few weeks back about executive onboarding. The article touches on a few key issues: informing the general business public what onboarding is, why businesses might want it and some potential conflicts of interest that onboarding may present. The article does not explain the underlying need for onboarding and why many key organizations are investing significant amounts of time and money in the onboarding process. Given that CEO failure rates exceed 40% and the very high CEO rate of pay, the failure of a key leader can cost an organization dearly. Replacement costs for the CEO are one issue (typical estimates are double the executive’s compensation). Of additional importance is the potential loss of brand image, strained relations with key customers and potential loss of significant sales. Executive onboarding is a tool deployed to mitigate this risk. Like any good insurance policy, executiveon boarding protects two of the corporations’ most valuable assets: the key executive’s success and corporate profitability. But why has this trend in executive on boarding emerged now? Until 12 months ago most people thought of onboarding as the procedure to follow to get safely onboard a ship or plane. That is no longer the case. Many companies are employing a wide range of coaches and consultants to help them get their newly hired executives “in the saddle” quickly and performing at a high level. […]