Team Onboarding
Challenge
How might a growing team provide new employees the contextual knowledge they need to be more productive sooner?
Solution
A nano learning provided on the second day on the job (after a day 1 general onboarding) provides new employees the essential information sequenced from general to abstract, with successive material building on and reinforcing previous material.
Content Covered Includes:
Purpose & Values: Why do we exist? Where did we come from? What matters?
Vision & Roadmap: Where are we going & what's along the way?
Core Competencies: What do we excel at and focus on? How do customers experience their end products
Teams: What are our team of teams, what's their purpose, and how does this relate to their core competencies?
Roles: What are the common roles across teams, what do they do and how do they interact with each other?
Culture: What makes us, us?
Week 1, Month 1, Quarter 1 Checklists: onboarding takes time, here's what to know at each stage.
Manager READMEs: Concise summary written by your manager on her values, work style, view on development and communication.
First-Day Advice from members of the team.
Platform Update & Migration
Challenge
After 11 years on a legacy system, a platform update was critical to making progress on strategic initiatives. But how do you communicate the upgrade, migration, and support in terms that resonates, excites, and eases those impacted?
Solution
A responsive nano-learning was developed and launched at an annual conference well attended by the intended audience and held several weeks before the upgrade's first migration wave. The nano-learning acts as both a change management communications piece on the why, how, what, and an interactive guide providing more concrete, but still high-level and exciting examples of how the upgrade walks the talk. Designed with app-like UI and UX, it enabled advisors a self-guided resource to learn:
Why the upgrade was beneficial to them
How they would see impact on day 1
When their practice would get the upgrade
What changes would impact their work and where they could find training
Product highlight videos and interactive tours showcasing the big wins within the system.
How the upgrade is part of a larger future
Product Learning Launch
Challenge
Communicate a learning strategy and launch individual learning plans to a team of teams spread across campuses in a month.
Solution
This nano-learning captures the why-how-what of the plan and was used to flip several classroom sessions, which served different purposes for different audiences. Ultimately, this approach optimized the L&D team' synchronous learning and freed the team up for other work.
Results
User data revealed some interesting insights:
Activity is highly influenced by internal communication, especially influencers who post with CTAs on making the jump to the learning
54% completion rate is pretty good for something that's not required and provides open navigation.
Average session time at 5 minutes means it truly was a micro-learning and they didn't make the jump and dump (phew!)