Case Study

Remote Onboarding

An onboarding course designed to help new remote employees navigate early challenges, including prioritization, communication, and defining success within their first 30 days.

Tools

• Rise
• Storyline
• Canva

Audience

New remote employees

Focus

• Task prioritization
• Remote communication
• Goal setting

Deliverables

• Self-paced e-learning
• Remote Onboarding Checklist

01 - The Question

How does onboarding help new remote employees move from overwhelmed to skilled and confident in a virtual workplace?

02 - My Strategy

I focused on three behaviors that could help a new remote employee navigate the first 30 days.

I intentionally excluded systems, software, and organizational values and structure. These topics will be covered in separate training resources.

03 - Learning Journey

Learners move through the course, beginning with prioritizing their responsibilities, moving to effective remote communication methods and strategies, and ending with establishing clear expectations with their manager.

04 - Design Decisions

Equip new remote employees with tools to prioritize several onboarding tasks.

The learner will :

View steps and strategies to prioritize onboarding tasks by
- Asking clarifying questions
- Identify the difference between urgent tasks and important outcomes
Apply the steps and strategies to a scenario-based knowledge check and reflection

Onboarding tasks can be overwhelming, and it may be difficult to prioritize tasks in a remote environment. This lesson was designed to reduce onboarding stress with easy-to-follow steps and strategies that encourage support from their manager.

Provide new remote employees with appropriate methods and best practices for effective communication.

The learner will:

Participate in e-learning modules that explore:
- Remote communication channels
- Communication channel best practices
Apply knowledge to scenario-based knowledge checks

By incorporating Storyline into the Rise course, I simplified a large amount of information in an engaging way and varied the learning experience. Each course includes voice-over and closed captioning for accessibility.

Present new remote employees with examples and strategies to create clear success criteria for their first 30 days.

The learner will:

Complete an e-learning of success criteria question examples
Review success milestones for the first month
View a chat scenario between an employee and their manager to discuss success criteria
Apply knowledge to scenario-based knowledge check

I want to ensure learners can clearly establish success criteria early in their new role and adjust these criteria as they grow and develop in their position. By providing question examples, a conversational scenario, and milestones, they have a sturdy foundation to build on.

05 - Learning Experience

I considered accessibility and learner workload throughout this course by using multiple formats, audio with captions, and concise content to support learners without adding additional time away from their responsibilities.

07 - Reflection

I would like to investigate whether the three behaviors addressed in the course correspond to the most significant hurdles new remote employees face within their first 30 days. In addition, feedback from managers on observed use of the checklist and their employee’s perceived readiness would provide valuable information for course revisions.

Lori LXD