SERVICES
Onboarding and Upboarding Planning
Why Onboarding and Upboarding Planning
A strategic approach to onboarding is crucial for long-term success but the tactical demands of a new role can quickly consume your time. An onboarding plan that prioritizes building relationships, acquiring key skills and knowledge, establishing credibility, and aligning with the company culture is essential to building a strong foundation.
Stepping into an elevated role after a promotion in your existing organization can present unique challenges. An upboarding plan helps you navigate the shift, identifying where you need to separate from your previous role and the new strategies required to succeed in your new role. We will look at key areas such as relationships, team participation, success metrics, and leadership requirements through the lens of your new role.
The Impact You Will See
When you take on a new role, the process of getting up to speed on your new role can lack clear goals and an endpoint. The common “first 90 days” framework can feel arbitrary - too short for some roles and not long enough for others. This structured approach ensures:
There is a clear path with a defined beginning, middle, and end to the process
Relevant checkpoints are created to keep your manager and/or board aligned
You are clear on the desired impact and results of your onboarding / upboarding work
Clarity about your “work,” how you measure your success and how you will lead in this new role or at this new level.
You have identified areas for skill development, management gaps, and leadership needs that require action
You foster a culture of feedback with all key stakeholders
For upboarding – You proactively reset your colleagues’ perception of your role, empowering you to operate with greater responsibility and authority