Inboarding Sets Employees Up For Success

If onboarding is such a great business idea – and it is – why should it be reserved for only new employees? Maybe the time has come to give inboarding a try.

Onboarding = Success
Onboarding is more than just a solution for employees with the new job jitters. Getting new employees ready to be productive is one of the toughest jobs managers face. Failure to set new employees up to succeed can lead to a slow ramp up to productivity, unhappy new hires, and, ultimately, failure to meet your critical business goals. Rather than recruiting, hiring and throwing employees in the deep end of the pool (“Sink or swim!”), there are much better onboarding practices to increase the worker’s odds of success.

To many a business school professor, onboarding is known as organizational socialization mechanisms. In layman’s terms, this means the ways new employees acquire the necessary knowledge, skills and corporate culture to become effective team members. Think beyond just a simple new employee orientation. The process might include formal lectures, videos, training booklets, computer-based simulations, and even such basic steps as having someone welcome the newcomer and take them to lunch the first day.

This is a far cry from what we called onboarding when I was a captain in the Marine Corps: boot camp. Obviously stress reduction was not on our priority list. While there are no drill instructors at your company yelling at new recruits to drop and give me twenty (at least I hope not), the purpose is the same. You want to prepare newcomers for success in the organization.

More than 80 percent of organizations reported that they have either formal (i.e., written, documented, standard) or informal onboarding programs and/or practices, according to a study by the Society for Human Resources Managers (SHRM).  The vast majority of organizations indicated that providing communication, training and resources is extremely important for the successful adjustment of new hires.

So, one in five business leaders are still holdouts, reasoning that traditional human resources orientation sessions are good enough. They fail to see the cost/benefit payoff of investing so much time and energy in the new hires. This is miscalculated reasoning.

Public and private research has proven that onboarding leads to such positives as higher job satisfaction, better job performance, greater commitment to the organization, and stress reduction. Advocates say onboarding does more than shorten the learning curve of new hires. The ultimate payoff is reduced turnover and getting productive workers to increase their tenure at the company.

But Why Just the Newbies?
If you agree with the mounting evidence that onboarding is the way to go, here is an important question: Why wouldn’t you do the same to accelerate the progress of the employees you already have? There is no reason to think that it is too late for the rest of the roster who arrived after onboarding began or have already gone through onboarding.

Consider it inboarding, an extension of the idea of onboarding. The purpose of inboarding is to set existing, rather than new, employees up for greater success. You want the same payoffs: higher job satisfaction, better job performance, and greater commitment to the goals of the organization.

Employees are not set-it-and-forget-it machines. The need for input is ongoing. Many inboarding communications tools and channels can be used to continually get the information across. If onboarding is like an inoculation, then inboarding is like booster shots.

When I was president of a 150-person consumer optical company, I discovered there are two groups of employees that are ideal candidates for what I now call inboarding: all employees and specially selected employees.

All Employees
First, let’s consider all employees. That’s right, all employees. Do you have employees you don’t care if they are successful or not? If yes, I recommend you get rid of the position or get rid of the person in the position (maybe that should be called offboarding, but that is a whole other article). In today’s world of lean companies and global competitiveness, every employee counts.

I am a believer that you help employees be more successful at accomplishing corporate goals if they know what’s going on, where the company is going, why it is going there, what is expected of them, how they can contribute and what the payoff is for them.  A leader wants to know the answers to those questions, and so does the entire team.

Treat your employee base like adults who are as interested in the future and success of the company as you are. Here are the tactics that can make inboarding work. Try town hall meetings, roundtable discussions, and even monthly newsletters (just the facts, not the fluff).

Please understand… I am not talking rah-rah, go-team-go cheerleading sessions. This is honest sharing of information. The important news to always stress is where are we going, why it is important, what the opportunities are, what we need from you the employee, and what is in it for you. Bottom line: We get more business, everyone is more secure.

There is an old adage: “If you don’t know where you are going, it doesn’t matter what road you take.” In my experience of coaching more than 300 companies, the information about company success metrics does not easily filter down from the management team and supervisors to the rank and file. People are often in the dark on how they relate to success. Everyone who goes to work wants to go home feeling they accomplished something and that it was important.

Here is one technique I recommend. Set up idea exchange sessions comprised of representatives from various functional areas of the organization. Have them share why they think another area is important. They might make comments like: “Marketing is important because if we don’t have a steady stream of customers we are out of business.” “Operations is important because if we don’t deliver on time that hurts our cash flow and reputation.” “Accounts receivable is important because if they don’t do their job we don’t get paid by customers.”  Having that feedback from other people in the organization can really open their eyes to the fact that what they do really matters. They come to work with their heads held a little higher and their focus more intent.

Specially Selected Employees
The other prime candidate for onboarding is specially selected employees who possess high potential for growth. These are the people you know would like to be major players for you as you go down the road. Inboarding can focus on a number of actions to get them ready to become better, rather than pigeonholing them in the job they already have.

Many managers are afraid to groom a high performing employee for promotion, because they hate to lose someone good. Wrong, wrong, wrong. A manager’s job is to grow their people and find the right new person to replace them.

With a small to medium company there can be a challenge to find slots to move a high performer up a ladder. Unlike the days when I was an executive at General Mills, in a small organization there are not as many opportunities for promotion for an up-and-comer.

The solution is forget about the vertical ladder and, as proposed by Vistage speaker and consultant, Amy K Hutchins, consider a horizontal ladder. This means moving employees laterally into new and different experiences. Moving sideways can keep the employee fresh (not too different from how the military cross trains its personnel).

Project work is another inboarding technique. You might say to one of these special employees, “You have a chance to be a manager, but right now we think you are short on finance. So I am going to give you a project that lets you get your nose into the numbers.”
Maybe the solution is as simple as cross training. The restaurant chain, PF Changs, took two important actions during the recession.  First, they got rid of everything on the expense side that did not enhance the customer’s dining experience. Second, they did a great deal of cross training, which allowed them to reduce head count because kitchen staff could fill in for wait staff and vice versa. More important, morale went up because the employees better understood what it took for the entire restaurant to be successful.

Final Thoughts on Inboarding
Inboarding should be done on a regular, continual basis. If you do it episodically, then the employees tend to look at it as something the leaders do when something is wrong or when you get a big order. Communicating on a monthly or quarterly basis is something to strive for, but not less than every six months.

Don’t neglect the social side. Functions like the company picnic and the holiday party are important. So is the celebration for the big win. In my experience, companies who celebrate victories do better over time.

Breaking bread is also a proven strategy. Regularly take a cross section of employees out for a lunch discussion. If you show genuine interest in your employees, they will know that you care. Then they are more likely to open up to you on what is really going on. Tagalongs are another strategy. Have a younger employee shadow you for some client meetings, lunches and project work.

Overall, the inboarding payoff can be enormous. Never forget, it is the leader’s job to create employee alignment with personal goals, management objectives, and company goals. Inboarding will give you better players and deeper bench strength. Technology is great, but technology doesn’t give you the edge. Business is still about people.

Action Item List
Now it’s time to try out the ideas shared in this article. To receive the specific action items list, please click here and sign up for our Keeping on Track Newsletter:

For more information on how to get an inboarding or onboarding program started, please contact Dana at (310) 453-6556, ext. 403 or

Larry Cassidy is a Senior LCS Consultant and a Chair with Vistage International for the past 25 years. He currently works with some 50 executives every month and has facilitated over 1,200 executive group meetings, and participated in 11,000 face-to-face discussions with chief executives about all aspects of their businesses. He prepared for this journey at Miami University (Ohio) and Northwestern (MBA); as a Marine Corps officer; with public companies (General Mills, Quaker Oats and PepsiCo), private, family and foreign-owned firms; and, in the 1980s as General Manager and CEO of local companies. He does executive coaching and also serves on advisory boards. You can reach Larry at or call him at (310) 453-6556, ext. 411.

Live So the World Cries and You Rejoice

When you were born, you cried and the world rejoiced.
Live your life so that when you die, the world weeps and you rejoice.”
Cherokee Saying


In June 2009, I commented that it had been fifty years since I graduated from Miami University (in Oxford, Ohio). A friend asked me, “Are you going to go back for your reunion?” I told him, “No. I don’t think I can swing it.” He thought for a moment, then he said, “Well, if you did go back, and someone asked, are there any nuggets you’d pass on to the grads? Then he added, “Hard to believe it’s been fifty years. It’s so different now. I wonder if what we have learned would mean much to today’s grads?”

I also wondered, and thus I hesitated to pass along any so-called ‘life’s lessons.’ My concern was that unasked advice might land on the young as ‘preaching,’ perhaps abuse. Yet with the passing of another year, and my grandson’s June graduation from high school, I decided I would share with him my ideas on a quality ‘human journey.’ I did so, fully aware that he must make his own choices, as do we all. My offering…


You now move into your adult years. As you do, I am offering you a few ‘Old Guy observations.’ These may seem a bit old-fashioned, especially in our fast-paced/high-tech world. Do with them what you wish. I will start with…..

  • First, my congratulations! You worked hard and earned your diploma. So celebrate! You have completed an important step on your journey, with new adventures lying ahead.

  • And Second, always remember that the strong trees are anchored by deep roots. You are now a ‘strong tree.’ So be clear about those who contributed to what you have achieved: your parents, teachers, coaches, counselors, and friends at church, to name but a few. They set high standards, demanded commitment, offered help, and urged you to become more than you thought you could be. Take time to name them, find them and thank them.

As you enter college, uncertainty accompanies your future, as it has so often in years past. Yet you must not permit today’s headlines to dampen the ‘fire in your belly;’ rather, move forward believing that today’s problems will shrink, and you will slay your dragons and craft your life. And as you do so, accept that timing and luck play no favorites. We all contest the game with the hand we are dealt, which means you must prepare for opportunity even as you navigate the occasional potholes, all without benefit of previous experience. That will be no easy task, but have faith – you will manage it, as did your predecessors.

You will also build muscle required for the years ahead. These are your ‘butterfly days’ – much as an infant butterfly beats fragile wings to push through its cocoon wall to freedom, and in so doing develops the strength to fly, you too must ‘beat your wings’ to build the strength you will need as you learn ‘fly.’ Yet even as the classroom equips you with knowledge important to success, unfinished business remains. Academics and work experience are important building blocks, but they are not sufficient for a life of meaning. For that, you must be relentless in defining, then living, with uncompromised character.

You have made a good start on meeting this challenge. As you continue down that that road, I remind you of the statue of King David, sculpted by Michelangelo and unveiled in 1504. When asked how he had created a perfect likeness of David from a block of marble, Michelangelo answered, “I chipped away the pieces of stone which were not David.” So ask of yourself, “What must I chip away which is not a part of who I want to be?” I suggest three ills to consider:

  • Lose the excuses and justifications. These are ‘tricks’ we invent to explain away our unfulfilled commitments. Be smart: do not bite off more than you can chew; however, once you accept a task, ‘own’ it and completed it as agreed. And when you stumble, as we all do, step up, own your failure, and put it right. Such decisions shape both character and reputation.

  • Next, neither dwell upon yesterday, or expect that tomorrow will solve your problems. Yesterday is history, its value measured by how we apply what we have learned. And hoping that tomorrow will somehow ‘fix things’ is not a useful strategy. To accomplish anything of value, focus on today. Take action today. Remember the lessons learned, think ahead, but live in the present.

  • And finally, give up your need to be right. Whether driven by a desire for status, control or self-esteem, the urge to be right exacts far too high a price: it curbs creativity, skewers relationships and erodes respect. To fit kindly into a team-oriented future, tame the need to be right.

Which brings me to ten serious commitments which I believe will lend support to a ‘best version of you:’

  • First, I believe we do our best by being ourselves. If we try to fool others, in time both our ‘cover story’ and our credibility will implode. So be authentic. You come into this life with useful tools. Apply them and play to your strengths. It is upon your strengths that you will build success.

  • Second, I believe that the answers will find us if we are willing to be patient and ‘be in the moment.’ Allow yourself to be quiet, curious and aware. You know what you know; however, what you do not know may decide the outcome. So be calm. Welcome the new and the unknown. ‘Ancora Imparo’ – be about learning, always and forever.

  • Third, I believe in doing the right thing, and doing it for the right reasons. You have lived long enough to know what is right and what is not right. Peter Marshall says, “We know perfectly well what we ought to do, but there are times we just don’t want to do it.” Which means: if it doesn’t feel right, do not do it. If you focus on doing the right thing, the hard choices become clear.

  • Fourth, I believe in living life with purpose and passion. Joe E. Lewis said, “You only live once, but if you work it right, once is enough.” Life is not a rehearsal. ‘Working life right’ happens when you are clear about what captivates you, summons your enthusiasm and calls you to commit fully. Find your passion, and live it fully.

  • Fifth, I believe in doing our best and being the best we can be. We can do no more than our very best. However, no one has the right to accept a task and then give it less than their best effort. If you cannot commit fully, decline the task; however, once you accept an assignment, treat it as a sacred trust. Because others are riding on your promise.

  • Sixth, I believe in the power of the human will. You will be deceived, knocked down, stricken and see your best efforts fall short. You will exhaust intellect, talent and strength, and fear you cannot go on. Choose to put such disappointments behind you, and resolve that you will not quit. Hall of Fame Coach Vince Lombardi said, “The difference between success and failure is not lack of strength, or lack of knowledge, but a lack of will.” So never give up.

  • Seventh, I believe in being caring and kind. These are genuine ‘gifts of the heart.’ Offer them freely to all in your life, without exception or expectation of payback. Compassion lifts those you touch, it raises you more than those to whom you extend it, and it returns to you many-fold.

  • Eighth, I believe in the power of forgiveness. Forgiving is choosing ‘grace’ over retaliation. I cannot improve upon what Nelson Mandela said about the possibilities created when you forgive another: “Forgiveness liberates the soul. It removes fear. Which is why it is such a powerful weapon.”

  • Ninth, I believe in the power of love. Remembering his father, Robert Kennedy said: “Real love is something unselfish. It involves sacrifice and giving.” Mother Theresa urged us to “…love without getting tired” She said, “If we love until it hurts, there will be no more hurt, only more love.” So be unselfish and giving. Determine to love without getting tired.

  • Tenth and finally, I believe in believing – in oneself, in others, and in a wisdom and power beyond human limits. I do so for good reason: life places hard choices and difficult obstacles across our path. We are equipped to handle both; however, we are at our best when we true our course and anchor our decisions on standards which have stood the test of time.

Five decades ago, roasting under cap-and-gown under a searing Ohio sun, my only goal was surviving that endless ceremony. The half-century lying ahead never crossed my mind. Now, suddenly it seems, it has become my last fifty years, a ‘blur’ with big questions in its wake: “Where did the years go? Were they all they could have been? And the biggest question: “Would I sign up to do it all again?’

Expect that you too will burn through your next fifty years, and very quickly. So seize each day – ‘carpe diem!’ Be yourself. Do the right thing. Always give back more than you get. Never quit. Be kind, be caring, and be about love. And spend some of your curiosity in that special place which songwriter Mark Knopfler describes as “…the edge of the night, where a light still gleams, beyond your wildest dreams.”

My young friend, having lived 70-plus years, I can answer my biggest question: “Yes! I would sign up to live it all again.” So I will wish you what I had the good fortune to enjoy: a following wind, a noble run, and years lived well. I pray that far down the road, when your time here is finished and a grateful world weeps at its loss, you will rejoice without reservation, at peace with the days you were granted and the value you added.


Lawrence M. Cassidy

June 18, 2009

Edited October 2010