Aligning Employee Onboarding With Company Mission

How do I build a 12-month roadmap for a recruit using their production and my company playbook? Let me share a quick story. One of the leaders I coached was struggling to onboard a new hire effectively. They had great potential but didn’t quite understand how they fit into the big picture. As they dove into the role, the rookie felt lost and overwhelmed, leading to a few early missteps. We worked together on a solution. Instead of just assigning tasks based on numbers and quotas, we flipped the script. We created a detailed 12-month roadmap aligning their production goals with our company playbook. This wasn’t just about selling; it was about grasping our vision and understanding how their contributions would make an impact. Here’s how you can do the same: Start by identifying key production milestones for the recruit, breaking them down into manageable quarterly goals. For each quarter, align these objectives with specific elements of your playbook — training modules, key projects, or team collaboration opportunities. Ensure that each milestone has clear, actionable steps and reasons behind them, so the recruit knows not just what to do but why it matters. Also, keep communication open. Regular check-ins will help you both stay aligned and pivot if necessary. This framework works because it transforms the onboarding experience from a transactional series of tasks into a collaborative journey. When recruits see how their efforts support a greater vision, they’re not just going through the motions; they’re genuinely invested in the success of the team and the company. A meaningful onboarding process can set the stage for long-term engagement and high performance. Let’s make sure our new hires feel they belong and can see the roadmap to their success right from the start.

I onboard every new employee at 1440 on their first day. Why? Because when your company’s success depends on a shared vision, this isn’t something you delegate. This is an important lesson I’ve borrowed from Melanie Perkins, CEO of Canva. She believes her personal involvement in onboarding ensures every new colleague understands the company’s vision from the outset. During our initial meeting, we discuss 1440’s principles and long-term vision, and then set up a Slack channel for just the two of us where we can have real conversations about their happiness, feedback/ideas, and growth. Some call it inefficient. I call it invaluable. Because here’s what happens: ➡️ Every team member knows they have a direct line to leadership and ensures everyone feels heard  ➡️ We catch small issues before they become big problems ➡️ Great ideas surface naturally through casual conversations ➡️ Trust builds organically, not through quarterly surveys Just like Perkins, my involvement ensures every new colleague understands 1440's vision and feels welcome right from the start, leading to greater alignment across our team. The best company cultures aren’t built through systems. They’re built through conversations.

Every struggling new hire carries “baggage” from their last job. They just need a reset, not a rejection. A new hire once froze in a meeting when I asked for their thoughts. Later, he admitted, "In my last job, only managers spoke. I wasn’t sure if I should." That’s when I realized you’re not just hiring a person. You’re hiring their past workplace norms too. I now use a 3-phase framework to spot, reset, and reinforce workplace norms early. Phase 1: Surface the hidden sensitivities New hires won’t tell you what’s confusing. They’ll just hesitate. I try to uncover what they assume is “normal.” I look for clues: 🔍 Do they wait for permission instead of taking initiative? 🔍 Do they avoid pushing back in discussions? 🔍 Are they hesitant to ask for feedback? You can do this with an easy expectation reset exercise in onboarding: 1. "At your last job, how did decisions get made?" 2. "How was feedback typically given?" 3. "What was considered ‘overstepping’?" Their answers reveal hidden mismatches between their old playbook and your culture. Phase 2: Reset & align Don’t assume new hires will "figure it out". Make things explicit. I set clear norms: 1. Here, we challenge ideas openly, regardless of role. 2. We give real-time feedback—don’t wait for formal reviews. 3. Speed matters more than waiting for perfection. For this, use “Culture in Action” moments. → Instead of just telling them, model it in real time. → If they hesitate to push back, directly invite them to challenge something. → If they overthink feedback, normalize quick iteration—not perfection. Phase 3: Reinforce through real work Old habits don’t vanish. They resurface under stress. The real test is how they act when things get tough. Create intentional pressure moments: 1. Put them in decision-making roles early. 2. Assign them a project where feedback loops are fast. 3. Push them to own a meeting or initiative. Post-action debriefs help here: “I noticed you held back in that discussion—what was going through your mind?” This helps them reflect & adjust quickly, instead of carrying misaligned habits forward. Most onboarding processes focus on training skills. But resetting unspoken norms is just as critical (if not more). A struggling new hire isn’t always a bad fit. Sometimes, they’re just following the wrong playbook. What’s a past habit you had to unlearn in a new job?