Creating a Mindful Onboarding Process for New Hires

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?

I’ve spent 300+ hours coaching PMM through onboarding. Here is the most important tip I have: Build your 30/60/90 day plan backwards. 👇 Most PMMs' onboarding plans start with a to-do list: --> Meet with cross-functional teams --> Review past launches --> Read docs The problem with this approach is that you never feel like you’re doing enough, and everything seems equally important. You also have no real sense of how long things will take. It makes it nearly impossible to prioritize your time or align expectations with your manager. When I coach PMMs through onboarding, I tell them to build it BACKWARDS. Start at day 90 and determine, by then: – What do you want to have delivered? – What do you need to have learned? – Who needs to know and trust you? Then work backwards and chunk it down. One of my clients just joined as the first PMM at a 50-person startup. In her second week, she was already getting requests for: -> Improving the ICP and messaging -> Updating the sales enablement decks -> Building a launch strategy 😬 As you can imagine she was pretty stressed and needed a good way to set the right expectations and also plan her work. So we built a new plan, working backwards from day 90, which included: ✅ 3 streams: deliver/learn/meet ✅ Tied each project to an outcome, not just a task ✅ Chunked out each project into smaller milestones ✅ Treated learning as a deliverable, so her ramp time was visible She used that plan to align with her manager, which not only set clear expectations but also showed she could think strategically and take initiative from day one. If you’re onboarding in a startup, remember the key is not to add more, but to work backwards, and then clearly communicate that to set the right expectations. Let me know how I can help. 💪 #productmarketing #newjob #coaching #strategy

Every company is different. Every team is different. Every leader is different. Every team member is different. So...leaders, when you bring a new person on to your team, do yourself, the new hire, and existing team members a favor and have everyone , (including yourself), create and share a "How to Work Best With Me" document or email. Having been a people leader several times, I have done this every time a new person joined the team. And it is so important. Let's break down the key elements for both existing team members and new hires to include in their "How to work best with me" comms. For existing team members: 1. Communication preferences: - Preferred communication channels (e.g., email, Slack, in-person) - Best times for meetings or quick chats - How they like to receive feedback 2. Work style: - Whether they prefer collaborative or independent work - Their approach to problem-solving (e.g., analytical, creative) - How they handle deadlines and pressure 3. Strengths and expertise: - Areas where they excel and can offer support to others - Specific skills or knowledge they're willing to share 4. Growth areas: - Skills they're currently developing - Areas where they appreciate extra support or patience 5. Personal quirks or habits: - Any particular work habits that others should be aware of - How they tend to react under stress 6. Project management: - How they like to organize tasks and track progress - Their preferred level of autonomy vs. guidance 7. Decision-making style: - How they approach making choices (e.g., data-driven, intuitive) - Their comfort level with risk For new hires: 1. Previous work experience: - Brief overview of their background and how it relates to the current role - Any significant differences between their previous and current work environments 2. Learning style: - How they best absorb new information (e.g., visual, hands-on, reading) - Their preferred onboarding pace 3. Initial goals: - What they hope to achieve in their first few months - Areas where they'd like to contribute or learn quickly 4. Support needs: - Types of resources or guidance they find most helpful when starting a new role - Any concerns or uncertainties about the new position 5. Cultural adaptation: - Any cultural differences they're navigating - How the team can help them integrate smoothly 6. Motivations: - What drew them to this role or company - What keeps them engaged and excited about work 7. Potential challenges: - Any anticipated difficulties in adjusting to the new role - How colleagues can best support them during the transition By including this information, leaders, existing team members, and new hires can foster better understanding, collaboration, and integration within the team. Also, these documents should be living documents, updated as people grow and change in their roles. #Leadership #Teams

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.