Tier 1: Onboarding Audit & Strategy Roadmap

Objective: Diagnose onboarding gaps and create a clear plan to fix them.

Deliverables:

• Full onboarding audit

• Stakeholder interviews

• 90-day improvement roadmap

Includes:

• Review of onboarding materials, communications, and timelines

• Relevant stakeholder interviews

• Analysis of gaps in clarity, connection, and retention

• Strategic recommendations aligned to business goals

Tier 2: Experience Design Sprint

Objective: Co-create key onboarding components to elevate the first-year journey.

Deliverables:

• Redesigned onboarding journey

• Communication templates

• Ambassador program design

Includes:

• Review of onboarding materials, communications, and timelines

• Relevant stakeholder interviews

• Analysis of gaps in clarity, connection, and retention

• Strategic recommendations aligned to business goals

• Collaborative design workshops

• Custom new hire milestones and manager integration points

Tier 3: Full First-Year Experience Build-Out

Objective: Build and implement a system that delivers long-term retention and performance.

Deliverables:

• Full first-year experience framework

• Rollout plan + training

• Optional pilot implementation

Includes:

• Review of onboarding materials, communications, and timelines

• Relevant stakeholder interviews

• Analysis of gaps in clarity, connection, and retention

• Strategic recommendations aligned to business goals

• Collaborative design workshops

• Custom new hire milestones and manager integration points

• Creation of onboarding toolkits and manager resources

• OPTIONAL ENGAGEMENT ADD-ON: facilitation and advisory support