1. Onboarding Learning Objectives Checklist
CEB

2. Introduction What it does:
The Onboarding Learning Objectives Checklist lays out a process for HR to identify and prioritize learning outcomes that the onboarding program should focus on.
How to Use it:
Use the templates guidance provided to prioritize the most impactful learning outcomes that onboarding should drive.
Instructions:
Slide 3 – Step 1: Identify Learning Outcomes Relevant to the Organization
- Refer to the list of learning outcomes provided to identify the ones relevant to the organization.
Slide 4-6 – Step 2: Determine Activities/Trainings to Meet Learning Objectives
- Review the onboarding topics and related activities mapped to learning outcomes, and select onboarding activities/trainings to include in the plan.
Slide 7 – Appendix: Commonly Used Learning Channels
- Refer to this slide for guidance on learning channels that are appropriate for delivering the selected onboarding activities.

3. Step 1: Identify Learning Outcomes Relevant to the Organization
Instructions:
Based on the competencies needed for excellence in your organization’s process, select the most relevant learning outcomes that onboarding programs should drive at your organization.
Use the list of onboarding outcomes below as a starting point and add any other workflow-related outcomes critical to your organization.
Onboarding Areas
Learning Outcomes
WHO We Are
Basic Organizational Understanding
Being familiar with organization fundamentals (e.g., mission, culture, values)
Being familiar with organization processes and systems
WHAT We Do
Understanding of the organization’s workflow and their responsibilities
Being able to intelligently talk about the organization and its initiatives
Having clarity on the job and its requirements
Being able to articulate the workflows of the organization to the promoters and supporters
WHERE to Find Leverage
Tools and resources to enable success
Having clarity on how to leverage the support network to achieve goals
Source: CEB analysis.

4. Step 2: Determine Activities/Trainings to Meet Learning Objectives (1/3)
Instructions:
Review the onboarding topics and related activities mapped to learning outcomes, and select onboarding activities/trainings to include in the plan.
Key Onboarding Area: Basic Organizational Understanding (Who we are)
Learning Outcomes
Suggested Onboarding Topics
Suggested Onboarding Activities
Being familiar with organization fundamentals
Understanding the mission and vision
Understanding the company’s value proposition
Knowing the company’s code of conduct
Familiarizing with the organization structure
Centralized HR orientation modules
Meeting with senior leaders, HR partners
One-on-one meeting with manager to review ‘Code of Conduct’ documents
Workshop on articulating organization’s unique value proposition
Being familiar with organization processes and systems
Compensation structure
Office infrastructure and logistics
Organization formal performance review process
Meeting with Finance team to review compensation-related details
A tour of available facilities (e.g., where to find supplies, copy machines, coffee, etc.), typically accompanied by assigned buddy
Meeting with IT and Admin. team
One-on-one meeting with manager to get an overview of the performance review process

5. Common Onboarding Activities (2/3)
Key Onboarding Area: Understanding of the organization’s workflow and their responsibilities. (What we do)
Learning Outcomes
Suggested Onboarding Topics
Suggested Onboarding Activities
Being able to intelligently talk about the organization and its initiatives
Understanding the various initiatives
Meeting with different team leads
Site visits
Being able to articulate the workflows of the organization to the supporters
Understanding the communication guidelines
Learning modules/courses (self-learning or instructor led)
Workshop, involving role plays where new hires demonstrate their learnings
Having clarity on the job and its requirements
How the role supports organization strategic objectives
Strategic priorities for the team
Roles and responsibilities
One-on-one meeting with manager to get an overview of key job responsibilities
Meeting with senior leaders, team leads
Source: CEB analysis.

6. Common Onboarding Activities (3/3)
Key Onboarding Area: Tools and resources to enable success (Where to find leverage)
Learning Outcomes
Suggested Onboarding Topics
Suggested Onboarding Activities
Having clarity on how to leverage support network
Introduction to coworkers and members in the wider team
New hire’s arrival celebration with team
Assigning a buddy, mentor, and (where applicable) a field-based seller buddy.
Introduction to team members and clients (typically facilitated by the assigned buddy).
Source: CEB analysis.

7. Appendix: Commonly Used Learning Channels
The table below lists learning channels that can be employed to deliver the selected onboarding activities.
Learning Channels
Description
Classroom-based learning
A face-to-face learning event with all leaners present in the same location; the event is led by an instructor, and it has a defined beginning and end.
E-learning modules
The delivery of learning content via a computer or similar device, where the content (packaged as a module) has a set beginning and end; the module will typically mix audio and visual information and allow some interaction with the content (e.g., via a quiz).
Learning portal
An online portal containing content, that can be consumed by the user as and when they want
Virtual worlds
An online platform that creates a “virtual space,” allowing employees to interact directly with one another via the use of avatars (an icon or figure representing the employee).
Mobile learning (M-learning)
The use and distribution of learning content that can be accessed via portable devices (smart phones, tablets, etc.); the user can typically interact with the content.
Enterprise collaboration environments(e.g., sharepoint, Huddle)
Online platforms that enable closed groups of employees to collaborate on content and projects; features typically include document sharing and management, task assignment, and project status tracking.
Enterprise social networks (e.g., Yammer, Jive)
Social networking websites facilitate the finding and sharing of information via a virtual platform.
Massive Open Online Courses (MOOCs)
Free web-based distance learning programs designed for the participation of large numbers of geographically dispersed learners.
Blogs and Wikis
Blogs, micro-blogs, and Wikis are a type of website that encourages employees to interact by sharing comments, questions, opinions, and content, such as articles, graphics, and videos, on a particular topic.
RSS feeds
A simple tool that aggregates regularly, updating content from multiple sources (e.g., news articles) on a given topic and delivers it to the end user.
Source: CEB Learning & Development Leadership Council