New Employee Orientation Sample Chapter
New Employee Orientation Sample Chapter
New Employee Orientation Sample Chapter
NEW EMPLOYEE
ORIENTATION
training
ATD Workshop Series
NEW EMPLOYEE
ORIENTATION
training
KAREN LAWSON
Alexandria, Virginia
© 2016 ASTD DBA Association for Talent Development (ATD)
All rights reserved. Printed in the United States of America.
19 18 17 16 1 2 3 4 5
No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including
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Clearance Center (CCC), 222 Rosewood Drive, Danvers, MA 01923 (telephone: 978.750.8400; fax: 978.646.8600).
ATD Press is an internationally renowned source of insightful and practical information on talent development,
workplace learning, and professional development.
ATD Press
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Alexandria, VA 22313-1443 USA
Ordering information for print edition: Books published by ATD Press can be purchased by visiting ATD’s web-
site at td.org/books or by calling 800.628.2783 or 703.683.8100.
ISBN-10: 1-56286-970-1
ISBN-13: 978-1-56286-970-0
e-ISBN: 978-1-60728-437-6
Whether you are a professional trainer who needs to pull together a new training program next
week, or someone who does a bit of training as a part of your job, you’ll find the ATD Workshop
Series is a timesaver.
Topics deliver key learning on today’s most pressing business needs, including training for
communication skills, leadership, coaching, new supervisors, customer service, new employee
orientation, and more. The series is designed for busy training and HR professionals, consul-
tants, and managers who need to deliver training quickly to optimize performance now.
Each ATD Workshop book provides all the content and trainer’s tools you need to create and
deliver compelling training guaranteed to
Each book in the series offers innovative and engaging programs designed by leading experts
and grounded in design and delivery best practices and theory. It is like having an expert trainer
helping you with each step in the workshop process. The straightforward, practical instructions
help you prepare and deliver the workshops quickly and effectively. Flexible timing options
allow you to choose from half-day, one-day, and two-day workshop formats, or to create your
own, using the tips and strategies presented for customizing the workshops to fit your unique
business environment. Each ATD Workshop book also comes with guidance on leveraging
learning technologies to maximize workshop design and delivery efficiency and access to all the
training materials you will need, including activities, handouts, tools, assessments, and presen-
tation slides.
v
Contents
PREFACE xvii
vii
Preparing Participant Materials 18
Two-Day Workshop Overview 19
Day-One Overview 19
Day-Two Overview 20
Two-Day Workshop Agenda: Day One 21
What to Do Between Workshop Days 29
Participant Assignment 29
Facilitator Assignment 30
Two-Day Workshop Agenda: Day Two 30
What to Do Next 37
Additional Resource 37
viii Contents
Half-Day Workshop Overview 57
Half-Day Workshop Agenda 57
What to Do Next 64
Additional Resource 64
Contents ix
Focus Groups 82
Surveys 82
Individual Learning Needs Analysis 84
The Bare Minimum 85
Key Points 86
What to Do Next 86
Additional Resources 86
x Contents
Before Training 99
During Training 101
After Training 102
While Building a Learning Community 102
The Bare Minimum 103
Key Points 103
What to Do Next 103
Additional Resources 104
Contents xi
An Unforgettable End 122
The Bare Minimum 123
Key Points 123
What to Do Next 123
Additional Resources 123
xii Contents
Resourcing 137
Building Relationships 137
Buddy Program 137
Mentoring 139
Building a Sense of Community 139
Tours 139
Meetings With the President or Executives 139
Social Events 140
Key Points 140
What to Do Next 140
13 ASSESSMENTS 169
Assessments Included in New Employee Orientation Training 170
Contents xiii
14 HANDOUTS 175
Handouts Included in New Employee Orientation Training 175
15 TOOLS 181
Tools Included in New Employee Orientation Training 182
Workshop Tools 182
Supervisor’s Toolkit 182
xiv Contents
Foreword
In 2002, we launched the ASTD Trainer’s WorkShop Series—a collection of books authored by
practitioners that focused on the design and delivery of training on popular soft-skills topics.
The creation of this series was a departure for us. These workshops-in-a-book were created to
help internal trainers expedite their program delivery by using appropriate and exceptionally
designed content that could be adapted and repurposed.
These topics, dealing with issues ranging from customer service to leadership to manager skills,
continue to be important training programs offered in companies and organizations of all
sizes and across the globe. The ASTD Trainer’s WorkShop Series has helped more than 60,000
trainers and occasional trainers deliver top-notch programs that meet business needs and help
drive performance.
And while many things about the delivery of soft skills training have not changed in the last
decade, there have been advances in technology and its use in training. So, when we began
talking about how to refresh this popular series, we knew we needed to incorporate technology
and new topics. We also wanted to make sure that the new series was cohesively designed and
had input from author-practitioners who are, after all, the heart and soul of this series.
Inside New Employee Orientation Training by Karen Lawson, and each of the titles in the series,
you’ll find innovative content and fresh program agendas to simplify your delivery of key train-
ing topics. You’ll also find consistency among titles, with each presented in a contemporary
manner, designed by peers, and reflecting the preferences of training professionals who con-
duct workshops.
We hope that you find tremendous value in the ATD Workshop Series.
Tony Bingham
President & CEO
Association for Talent Development (ATD)
November 2015
xv
Preface
Although it was a number of years ago, I vividly remember my first experience as a new employee
in a business setting. Hired as a management trainee for a bank, I arrived bright and early the
first day, eager to start my new career. I reported to the manager of the main office who was
nowhere to be found. It was clear that no one had any idea who I was or why I was there. When
the manager finally arrived, he was unprepared. There was no workspace available for me and
no plan. He managed to set up a table for me in a corner, handed me an enormous banking
manual, and told me to start reading. That was the extent of my new employee orientation.
As a direct result of my experience as a new employee and then as an external consultant and
training professional, I recognized a need for a process to help new employees adapt and assim-
ilate more quickly and successfully into their new work environments. In my interviews with
employees across several organizations and industries, I heard story after story of their unpleas-
ant experiences as new hires during their first days, weeks, and months on the job. I also talked
with those responsible for new employee training in their organizations to get an idea of what
works and what doesn’t. Based on these interviews, a literature survey, and my background in
cooperative learning and interactive training techniques, I decided to design a more interac-
tive and process-driven approach to new employee orientation programs. The result was New
Employee Orientation Training, published in 2002. My goal then—and now with this new ATD
Workshop Series book—is to provide a resource that can be used to create an effective new
employee orientation program in any organization, regardless of size or industry. The agen-
das and activities are easily adapted to many types of employees and organizations. They can
be used as stand-alone programs or as enhancements to existing programs. The step-by-step
instructions with all the accompanying tools and resources make it easy for anyone to follow—
whether you are a seasoned trainer, a human resources specialist, or a supervisor who must
welcome and train new staff in your department.
You will notice that I have used very few slides in the workshop programs. My goal is to make
new employee training programs highly interactive and participant centered. Consistent with
adult-learning principles and best practice, the participants will learn by doing, not by being told.
xvii
I would not have been able to write this workbook without the help of others. I extend my
gratitude to my clients and the many participants in my training programs who openly shared
their experiences, insights, and suggestions with me. I am also grateful for the support, encour-
agement, and patience of Cat Russo, who had the vision for this workshop series, and Jacki
Edlund-Braun, who helped move me along in the process. As with other book projects, this
was a labor of love. I humbly hope that the agendas, activities, and tools in this book will help
those who use them and those who benefit from their application to approach their everyday
workplace experiences with renewed enthusiasm and a heightened sense of purpose.
Karen Lawson
Lansdale, Pennsylvania
November 2015
xviii Preface
Chapter 3
This chapter offers a half-day new employee orientation training workshop for all employees
regardless of job level. It uses active training techniques in its design to keep the content rele-
vant, meaningful, and interactive. Although a half-day workshop can’t cover the same ground
as the one- or two-day workshops, it can still offer time for participants to get to know each
other, build rapport, and reflect on what they are learning. They will also have an opportunity
to network with other participants so that they have ready lifelines to call when they return to
the job.
The half-day workshop incorporates activities that engage participants, getting them out of
their seats and actively participating in relevant and meaningful experiential activities, small
group discussion, and practice. It presents a good mix of activities, presentations, personal
reflection, and small and large group discussions.
Bear in mind that the workshop designs offered here are only one part of the larger onboarding
program. The organization’s overall onboarding approach as well as its goals, resources, and
budget will drive the length of your training program as well as its content.
53
According to Talya N. Bauer, a professor at Portland State University in Oregon, onboarding
has four distinct building blocks: compliance (basic legal and policy rules and regulations),
clarification (understanding of the new job and related expectations), culture (sense of orga-
nizational norms), and connection (interpersonal relationships and information networks).
Success depends on the degree to which organizations integrate these building blocks, with
most organizations falling into one of three levels (Bauer 2010):
• Level 1: Passive Onboarding. Focuses on compliance, giving employees the rules (poli-
cies, procedures, and regulations). Neither culture nor connections is addressed. Research
shows that approximately 30 percent of organizations of all sizes operate at this level.
• Level 2: High-Potential Onboarding. Includes both compliance and clarification and
limited aspects of culture and connection. Only about 50 percent of all organizations
have some culture and connection mechanisms in place.
• Level 3: Proactive Onboarding. Addresses all four building blocks and approaches
onboarding as a systematic process. Only 20 percent of organizations achieve this level.
The workshops in this book are designed to address all four building blocks with varying
degrees of depth. The half-day workshop covers compliance and clarification issues and briefly
explores a few activities focused on culture and connection.
Whether you choose a two-day, one-day, or half-day workshop format, time spent orienting
your new employees will yield solid results in personal and organizational performance.
• Identify the policies and procedures that determine how the organization operates
• Identify where to go for information or answers to questions
• Identify the tangible and intangible benefits of working for the organization
• Identify the organization’s core values
• Distinguish between ethical and unethical behavior in the workplace.
Consider creating a video (either DVD or web link) that includes interviews with employees
sharing what they like about the company, the reasons they stay, and brief stories about their
positive experiences with co-workers or customers. The video could also show clips of employ-
ees having fun at company-sponsored events or participating in community service projects.
The new employees will likely start their first day in the HR department, where they will receive
security badges, access codes, parking stickers, computer passwords, phone numbers, and keys.
When the new employees reach their new departments, their work areas should include all the
equipment, tools, and resources they need to do their jobs. Be sure to notify their co-workers
that someone new is joining the team.
To make new employees feel welcome, assign a team member to be a “first day greeter.” This
assignment can rotate throughout the department. The greeter’s job is to welcome new employ-
ees and show them where to hang their coats, where to find the restrooms and the lunchroom,
how to operate the telephone system, and other important logistical information. Another nice
touch is to assemble “welcome baskets” at new employees’ desks or work areas that include
items such as coffee mugs, snacks, maps, gift cards, and company logo items (pens, memo pads,
mouse pads, key chains, and so on).
Many HR departments will already have a prepared binder or folder of information for new
employees. You don’t need to reinvent the wheel here. Start with what is already prepared and
available from HR and then supplement with other resources as needed. Some of the informa-
tion will be in the binders when they are distributed to the participants at the beginning of the
program. Think of this prepared binder as the textbook. Throughout the workshop you will
be adding additional handouts as your participants take part in the various learning activities.
When you photocopy the handouts and other supplementary materials for the participants,
remember to three-hole punch the resources if you are using binders.
Consider including organization mementos such as logo pens, pins, mugs, and product sam-
ples. You might also include the annual report, brochures, and maps. Create a fun, practical,
and professional package that can also serve as a useful reference tool.
Instead of printed materials, you may choose to make the resources available on your organi-
zation’s intranet. You can then ask the new employees to bring their laptops, tablets, or other
electronic devices to the orientation session so they can access the material you are going to use
in the program. Note, however, that if you choose this option, you will still need to print copies
of the handouts to be able to conduct the learning activities.
Additional Resource
Bauer, Talya N. (2010). “Onboarding New Employees: Maximizing Success.” SHRM Foundation’s Effective Practice
Guidelines Series. Alexandria, VA: SHRM.