Chapter . Development and Implementation

Once you have determined the orientation objectives, it is time to develop the program. To do so, you will need assistance—information and opinions—from a variety of people. You will call on different people for more than program development help, however; you will also rely on others to help implement the program. Supervisors and co-workers of the new employees, and perhaps even the firm's president, play roles in conducting orientations.

Following are recommendations for an umbrella program, encompassing core content as well as departmental or individual content. These recommendations include general guidelines and what topics to cover—how to cover them, who should cover them, where, and when. Remember to build in flexibility; revise your umbrella program as needed to address diverse employee groups or to address the changing needs of your organization.

Guidelines for Groups and Individuals

Here are helpful guidelines on developing an orientation process. If you have a number of new employees, regularly scheduled group orientation sessions are the most efficient way to disseminate information about the organization, but keep in mind that job-specific orientation information should be presented one-on-one on the first day of employment.

Groups

Send new employees written orientation materials the first day on the job. This gives them a chance to skim information and prepare questions for the orientation sessions. In addition, the employee can refer to the materials for any information he or she wants immediately that may not be presented for a while. Along with the orientation materials also send a schedule of any job training sessions, such as computer training, that will occur during the orientation period.

Plan orientation sessions for no longer than 90 minutes. If you have a lot of information to cover on one orientation topic, break it into 90-minute presentation segments and plan sessions on successive days. Sticking to this time limit prevents information overload. New employees can easily become overwhelmed by fact after fact on the firm's background, beliefs, benefits, or other orientation topics.

You may not need to develop two-part or threepart orientation sessions. But if you do, here is a benefit: Participants have a good opportunity (an entire day, at least) between sessions to consider questions they may have. Some people have difficulty pinpointing their area of confusion on the spot during a postpresentation question-and-answer period. The total amount of time necessary for orientation sessions depends on the size and complexity of the organization, the complexity of the jobs new employees assume, and the number of orientation objectives to be fulfilled.

Individuals

Focus on orienting each new employee, not just a group. Keep individual needs in mind. Make the supervisor key to the program (see Supervisor Training Tips on the next page). Supervisors are responsible for their personnel, and that responsibility begins on each employee's first day. Give supervisors an active part to play in orientation, and train them well. The long-term success of a new employee can depend a great deal on how involved the supervisor is in orientation and how well he or she carries out orientation responsibilities.

Ask supervisors to assign each new employee a “buddy” for the initial orientation period—a peerlevel co-worker. The buddy provides day-to-day support: to help the new employee feel at home, to answer questions, and to orient the employee to informal rules and social norms at the organization. The co-worker chosen must have excellent work behaviors, a positive attitude toward the organization, and enough experience to correctly answer the new employee's questions. The supervisor or buddy should take the new employee on a tour of the facilities during the first week of employment (see Facility Tours for guidelines).

Strange as it sounds, even a top manager should have a buddy, although the assigning of one may be much more informal. This buddy could be the new employee's mentor if a mentoring system is in place.

Relocated Employees

Assist new employees from out of town, who have a harder time feeling “at home,” by preparing packages of information about local services and events. Include such things as public transportation brochures and listings of restaurants, shopping centers, parks, libraries, churches, synagogues, and hospitals. Send these packages ahead of employment time if possible.

If your organization believes this much help is beyond the call of duty, at least make a few information suggestions to the new employees during orientation sessions. You may even consider suggesting to management that your organization host one or two social events each year for employees and their families. Experts believe such events are excellent ways to help new employees assimilate at the organization and keep them employed longer.

Temporary Employees

As a cost-cutting measure, many of today's streamlined organizations make frequent use of temporary employees. When you have “casual hires” coming and going, you need an orientation program that ensures proper training and creates instant rapport with full-time employees.

Begin your orientation with a welcome and general information about the organization. Explain company policies, such as dress guidelines and attendance, and basic work information, such as hours of operation, breaks, lunches, and general ethical work expectations. Try to give the temporary employee a quick tour of the work area, and pair them up with a supervisor or co-worker who can address any concerns they may have.

Focus your orientation for temporary employees on the following essentials:

  • What do they need to know?

  • Do they have the necessary skills to do the job?

  • What would it take for them to be more effective immediately? Can you provide job aids that will assist them?

  • Are there any differences in language or culture that need to be addressed?

  • Is there someone nearby who can answer their questions and make them feel welcome?

If your organization is hiring a number of temporary employees at the same time, consider beginning a general orientation session with an icebreaker to give them an opportunity to get to know one another. (For examples, see Info-line No. 8911, “Icebreakers.”) Fostering an atmosphere of teamwork is just as important for temporary employees as it is for permanent workers. If they feel that they belong and enjoy the work environment, they will stay longer and be more productive.

What to Cover

Following are topics that must be covered in any orientation program. Based on the needs of your organization and employees, determine a timeline for distributing the orientation content. You cannot cover all the information in one day, but you should not wait too long to cover the important topics. Decide what your new hires need to know the first day, the first week, the first three months—then decide what should be reinforced as a part of your ongoing orientation efforts.

Organization Overview

Cover the history, philosophies, goals, and managerial style of the organization.

Nature of the Business

This part of the orientation covers the type of business; profile of customers or clients; facilities; functions of various divisions; products and services offered; overview of how products work and how services are provided; competitive products and services; financial background of the firm.

Structure

Distribute an organization chart showing all divisions and reporting relationships. Give the new employee a chart or handout showing the structure of his or her department. Provide the names and positions of personnel who are key to the new employee's job, including names of all top management team members.

Performance Expectations

Include what the organization expects of employees in terms of work performance: expected levels of productivity, expected work habits and ethics, and so forth. Also present what employees can expect from the organization in terms of equitable treatment, professional development opportunities, and financial rewards.

Behavior Expectations

Distribute and discuss a list of organizational norms—rules of expected behavior for the organization and employees. Typical norms incorporate culture, philosophies, and values of the organization. A sample norm for the organization might be: “The equality, dignity, worth, and potential of individuals will be recognized.” Sample norms for employees might be: “We will conduct ourselves professionally: responsibly, ethically, and legally.” “We will resolve conflicts at the lowest possible levels and with willingness to negotiate.” “We will support group decisions.”

Policies

Distribute a brochure or manual prepared by human resources that covers organizational policies, procedures, compensation practices, and benefits. Provide details on the following areas of interest:

  • how and when performance appraisals are conducted

  • how often salary is increased, how increases are determined, and how they are computed

  • benefits offered: health and life insurance, retirement plans, profit sharing, vacation and personal days, holidays, employee services

  • policies and procedures: work hours, overtime, comp days, inclement weather days, sick leave, funeral leave, military leave, jury duty, maternity/paternity leave, leaves of absence, probation, discipline, and security

Safety Rules and Health Requirements

If the industry you are in requires extensive coverage of safety rules and health requirements, provide a manual and a special safety and health audiovisual presentation. If only a few rules and requirements need explanation, they can be included in the policies and procedures brochure.

Office Procedures and Supplies

Explain procedures for such things as sending interoffice correspondence, ordering supplies, requesting checks, and filling out expense reports. Show the new employee how the telephone system works, how to use the copy machine, where supplies are kept, and so forth.

Individual Job Specifics

On the first day of employment, the supervisor should discuss the content of the individual employee's job in a private office. The discussion should cover the job description, work objectives, and performance expectations as well as a review of the performance appraisal process. This is the time to clarify any confusion over functions and responsibilities and to tell the employee how his or her job fits in with and affects others in the organization. The supervisor should emphasize the importance of this particular job, describing how it contributes to organizational success.

Orientation Follow-Up

As a part of the ongoing orientation process, supervisors should conduct private follow-up meetings with new employees. During these sessions, the supervisor should do the following things, and then share the result with the orientation program director:

  1. Answer any questions the employee still has about items covered in the orientation.

  2. Encourage the employee to share any problems encountered with the organization thus far and to express any concerns. Address those concerns.

  3. Gauge the employee's comfort level at this point with the organization and his or her job.

  4. Determine the need for additional training, remembering that orientation is a process, not an event.

Preemployment Orientation

A number of organizations use the period between an employee's hire date and start date to begin the orientation process early. They send some or all of the written orientation materials to the new employee, all at once or distributed over time. This usually depends on how much orientation material there is and how long a period there is between hire and start dates. The materials sent include those ordinarily distributed on the employee's first day:

  • a handout or brochure on the organization's history, philosophies, goals, and managerial style

  • product and service brochures; information on customers, clients, and competitors; the organization's annual report

  • organizational and departmental charts

  • the policy and procedure brochure or manual

  • the list of organizational norms

  • a tentative schedule of orientation sessions once the employee begins work

Depending on the length of time before the employee starts work—it may be months if the new hire is still finishing school or is relocating— the materials sent can also include the following:

Correspondence from employee's supervisor: weekly or monthly notes to stay in touch and to keep the employee on top of what is happening in the department.

Internal publications and memos: information about current organizational activities (the employee is put on a weekly or monthly mailing list, or is contacted by email).

Preliminary job training materials: schedules of sessions the employee will attend, job information sheets, self-study manuals and workbooks.

Advantages

An early start on orientation is advantageous for both employer and employee. Here is why:

Employer

  • Strengthened employee commitment to the organization. A long period between hire and start dates gives new hires a lot of time to change their minds. By regularly sending them organizational materials, the employer keeps their interest and helps ensure they will not seek out better offers.

  • Anticipation of working with a self-confident employee.

  • Expectation for early productivity of a new hire who feels comfortable at the organization.

  • Simpler training; high levels of productivity begin sooner.

Employee

  • Reassurance that the organization is holding his or her job—especially important if the hire-to-start period is a long one.

  • Assurance that the supervisor is happy to have him or her on board. Preemployment correspondence exudes interest.

  • Reduced anxiety about fitting in at the firm prior to the first day of work. Through preemployment materials, the new hire gets a feel for the organizational culture and gets familiar with staff members in advance.

  • A jump start on learning job functions, which makes the formal training easier to complete successfully.

Evaluating Orientation Programs

To evaluate the effectiveness of employee orientation programs, get feedback from the new employees and the supervisors who participated. Measuring participant reaction is, according to Donald Kirkpatrick's four-level approach to evaluation, a Level 1 evaluation. This type of evaluation is important because it determines customer satisfaction.

The participant must see some value in the program and usefulness of the knowledge acquired. Managers want the investment in training and development to produce a measurable impact on business performance standards. Reaction evaluation will help determine if you have achieved the outcomes you wanted. (For details, see Info-lines No. 9813, “Level 1 Evaluation: Reaction and Planned Action,” and No. 8612, “Surveys from Start to Finish.”)

Employee Reactions

Send oriented employees a questionnaire, asking the following questions:

  1. Did the orientation program in general prepare you well for your job?

  2. Which program topics were most important to your job:

    • organizational history, culture, philosophies, goals, and managerial style

    • nature of the business; facilities; products and services; profile of customers or clients and competitors; financial background

    • organizational and departmental structure and introduction to staff members

    • general performance expectations

    • behavior expectations

    • organizational policies, procedures, compensation practices, and benefits

    • safety rules and health requirements

    • office procedures, equipment, and supplies

    • specific job requirements and expectations

  3. Do you think enough orientation time was devoted to the most important topics? Do you think too much time was spent on any topics?

  4. How effective was the training in each of the program topics? Was the training on target with your needs? Was it thorough? Was it interesting? Were the people conducting the training well prepared? Did they communicate well?

  5. Did the sequence, timing, and duration of orientation sessions fit your schedule and information needs?

  6. Do you have any suggestions for improving the orientation program?

Supervisor Reactions

Interview supervisors for their thoughts on orientation effectiveness. Ask these questions:

  1. How well are oriented employees performing on the job? Do you think orientation is helping, hindering, or having no effect on performance?

  2. Do just-oriented employees seem comfortable with the organization? Do they fit in well with your department? Do they display positive attitudes? Do you relate any of these outcomes to their orientation?

  3. Are you comfortable with your role in the orientation program? Should your participation be different in any way?

  4. Do you have any suggestions for the orientation program in terms of the following:

    • topics covered

    • activities and materials used to cover topics

    • person responsible for covering each topic

    • time devoted to each topic

    • scheduling of sessions

Successful Outcomes

Do not simply collect employee and supervisor feedback—use it! Revise your program as needed to address employee and supervisor concerns and to stay current with organizational changes. The result will be continuous successful orientation outcomes. You will know if your orientation program has been successful if you can say that the new employee:

  • feels at ease and welcome at the organization

  • has a good grasp on organizational history, values, and goals

  • understands the industry the organization is in and the functions of different divisions and departments

  • understands what the organization expects in terms of work and behavior

  • knows the importance of his or her job and how it fits in with the work of others

  • knows everything necessary to start performing his or her job

  • knows where and who to go to for help with work matters

  • knows the policies and procedures of the organization

  • is happy to be a part of the organization

  • has a positive first impression

These outcomes can become part of a post-orientation follow-up evaluation to answer the question: “How did we do?” Be open to any changes that are suggested, and continually strive for a more effective process.

Final Words on Good Starts

New employees are interested in the total organization. They want information on organizational history; they want introductions to different departments and personnel. They want a feel for the corporate culture and structure; they want to know where they fit in. They want to know what the organization expects of them, and they want to know what to expect of the organization. And they want all of this early on so they can feel comfortable on the job as soon as possible.

Good impressions at the start are essential. When new employees are welcomed, made to feel wanted and valued, given complete information, trained, coached, and supported, their feelings about the organization are enhanced. If, however, they are ignored, their feelings about the organization suffer and it is likely they will never fully recover from that experience.

As the old saying has it, “You never get a second chance to make a first impression.” Poor early impressions of the organization stick with employees and send them looking for work elsewhere. Orientation is not, however, a one-time event but an ongoing process—employees who experience a continued learning and growth environment within the organization are likely to remain happy and productive in their jobs.

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