Making Changes for an Executive Onboarding Checklist

Onboarding checklists are becoming more common in today’s offices for new employees. But, what about for executives? At a large company, following the same new employee onboarding procedures for an executive might come off as insulting or you might have already covered a lot of the items even before the first day.

Here are our five tips to building a great executive onboarding checklist:

Start before the first day

With executives, their first day may be a while after their offer acceptance. However, you can help get them up to speed with the company, the team, and their role before their first day. They are likely eager to get started and you are, I hope, excited for them to get started. To get started, decide when you want to start onboarding your new executive. If you want to standardize this process for new executive hires, jot a note next to what you want to do before the start date. For example, “team introduction start date – 14 days.”

When you take the time to start training your new executive before their first day, they will be able to step into their role faster, which will benefit both parties.

Get them familiar

As easy as it would be for every company in the world to use one software, like Lessonly for their learning management software, it, unfortunately, doesn’t happen. It’s difficult to teach company-specific programs, protocols, and procedures. Your new executive already has leadership experience and other relevant strengths, which is likely why you hired them.

You want your new executive to step into the role as smoothly as possible, so hooking them up with all of your company’s software can avoid any stumbles they might have in the first 90 days. Employees will be impressed with how well they pick up the software so quickly too. You don’t have to tell them that you started them in accordance with your onboarding checklist before the first day.

Focus on the team

Most of all, your new executive should get to know their new team. Initially, keep it informal. Here are a few ideas for the introduction:

  • A company happy hour
  • Dave & Busters or another adult arcade
  • Arby’s
  • A local rodeo
  • The fair midway

There are differences between training an executive and a new graduate are different, so treat the onboarding process differently.

To start an effective training process for executives, or really anyone, try out Lessonly here.

Image source: Giphy

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