After the onboarding scope is agreed upon, what should occur?

After the onboarding scope is agreed upon, the next logical step is the planning of onboarding actions. This planning phase is crucial as it lays the foundation for how the onboarding process will be executed. It involves detailing the specific actions, timelines, resources, and responsibilities necessary to effectively integrate new individuals or entities into the organization.

Effective planning ensures that all aspects of the onboarding process are considered, including objectives, schedule, content, and potential challenges. This approach facilitates a smoother transition for new stakeholders, helping them to understand their roles, the culture of the organization, and any necessary tools or systems they will need to engage with. It also allows for the identification of training needs and the development of metrics to assess the success of the onboarding process.

In contrast, while implementing technological upgrades, recruiting new trainers, or establishing a marketing strategy might play roles in some organizational contexts, these actions do not directly follow the agreement on the onboarding scope. They may be part of the broader operational strategy but are not immediate next steps in the onboarding process itself. Proper planning is essential to ensure that these other tasks, if needed, are aligned with the strategic onboarding approach that has been agreed upon.