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Tips for a Successful Collaboration to Develop Your Employee Onboarding Training

Could your company use an onboarding experience that shortens training time to improve productivity? What about a customer service employee onboarding that improves performance, scales up to meet organizational needs, and provides the right onboarding program in less time?

As an experienced training consultant and onboarding company that works with Fortune 500 companies across industries, we’ve accomplished exactly those goals for our clients – and much more. (You can read some of our case studies here.) Our team of experts know that when it comes time to reinvest in creating the right employee onboarding training, it can be a big job. You’ll want to make the best use of your available resources to generate ROI and aim to meet your highest objectives for new employee onboarding training, even if you’re simply updating content or digitizing your existing onboarding training.

For that reason, it is often wise to bring in an onboarding company or consultant to help you create the right onboarding experience. It’s often the best way to augment your own internal team with the technical, artistic, and project management skills to get the job done right.

For that reason, it is often wise to bring in an onboarding company or consultant to help you create the right onboarding experience. It’s often the best way to augment your own internal team with the technical, artistic, and project management skills to get the job done right.

Work team going through employee  onboarding training

When your team is ready to update your employee onboarding, here are the most essential ways to ensure that you work well with the learning consultant you choose.

The Ideal Start to Develop Employee Onboarding Training

First, have your team collectively get organized in advance of your first meeting with the consultant or onboarding company. Ideally, you’ll have collected your onboarding training materials and done an audit to determine what (if anything) is still useful. You should also plan to have documented which new skills and processes should be included in your training.

Plan ahead, you say. This all sounds a bit like common sense, right? But also consider the logistics and access points your consultants will need. What passwords will be needed? Are there access points to your system they will need? Legacy systems that could cause issues? Will there a person designated to be their point of contact, or a team to work with? Try to collect and organize your information (content included) to make it possible to jump into the project directly and save time in the process.

Next, be ready to sit down and explain your company’s “big picture” and vision. What is your organizational culture? What are your needs, and what do you ideally want to accomplish? This is the time for a high-level discussion to really help your training company understand you and your goals for the employee onboarding training. This isn’t about skills, only. It’s about the mindset you want for your employees and performance needs. It’s about communicating your company’s values, mission, core identity, and building confidence. This information should inform the tone of your training.

Also, consider your ideal communication process. Do you have a team that your training consultant must work with? Subject matter experts to consult? Will you have a single point of contact, or a few? What are you expecting from your consultant? These are all significant points to organize your process, create favorable conditions for collaboration, and reduce confusion and delay.

Finally, have you gotten buy in from your stakeholders? What will you do if the project needs change in scope? These are all important items to consider.

What to Look for In an Onboarding Training Development Consultant

It also helps to select the right onboarding company. You have to do your homework. You can use the list above to get a sense of what it takes, but you should also look for the following things.

In general, we’d recommend the following:

  • Learning should be their core business, and they should have experience
  • Depth of expertise in their team, with technical, graphic design, and project management experience as well as instructional designers
  • A track record of success, with a portfolio, reviews and testimonials, case studies, and awards
  • Human-centered learning design, as shown in their work samples and philosophies

If you’d like more information about how to select the right vendor, please visit our blog here.

Reach out to us to speak with someone who can provide more information on how we’ll meet your needs for an onboarding company that will improve your business, provide you with solid change management tools, and meet your objectives to train your team and maximize their performance.

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: