Virtual Onboarding
selected screenshots
1. New Manager Onboarding
A single source for tools and resources for onboarding new managers remotely
My Role: L&D Program Owner
Skills Used: Design thinking, vendor management, project management
Modality: Web, instructional video, mobile app
Business Issue: Managers needed just-in-time performance support resources but were only provided with outdated and expensive classroom training.
Solution objectives:
Personalize the onboarding experience for enrollees
Reimagine the current online resources
Redesign the current face-to-face solution to reach remote managers
Offer mobile-first performance support tools
Results: Saved ~$400K/yr. over legacy solution. Mobile solution adoption: 96%. Created an automated system for finding and targeting communications sent to newly identified managers each week.
Performance Support: Personalized (Chat Bot) subscription (via text messaging) allowing new managers to have on-demand, mobile access to a menu of content and resources including:
Micro-video lessons on effective performance review conversations
Job aides
Calendar reminders for role-based deliverables
Vacation “time out”, so push messages can be paused during time away from the office
A fun “AI” personality to deliver content similar to Siri but without the disruptive voice over.


