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The Power of Onboarding

The Power of Onboarding. David Scotto, ARM, CRM Senior Vice President Chief Learning Officer, Sedgwick CMS. Objectives. Introduce the Concepts Behind Onboarding Outline the Positive Impact of Onboarding to an Organization Review Practical Applications for Your Organization.

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The Power of Onboarding

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  1. The Power of Onboarding David Scotto, ARM, CRM Senior Vice President Chief Learning Officer, Sedgwick CMS

  2. Objectives • Introduce the Concepts Behind Onboarding • Outline the Positive Impact of Onboarding to an Organization • Review Practical Applications for Your Organization

  3. Sedgwick CMS, Inc.The Organization • Premier Third Party Administrator • $398 million in Revenues in 2005 • Consistent Annual Growth of more than 20% since 2000 • Employer of Choice certification (2004 & 2005) • Voted Best TPA in 2005 & 2006 • Acquired by Fidelity National Financial, Inc. in February 2006

  4. Sedgwick CMS, Inc.The Organization (continued) • Culture • Fast-paced • Quality-driven • Innovative • Empowering

  5. Core Values • To Deliver Excellence • To Operate Openly and With Integrity • To Embrace Change • To Grow as Individuals • To Operate as One Company, One Team

  6. Employer of ChoiceListening to Our Colleagues • Annual EOC survey • Response rate of >97% each year • EOC Certified in 2004 & 2005 • Survey topics: The Company The Culture Enlightened Leadership Care of People Growth and Opportunity Meaningful Work Compensation & Benefits Making a Difference Employee Loyalty Performance Results

  7. Hiring and TurnoverThe Numbers

  8. Sedgwick CMS, Inc.The Challenges • Awareness • Organizational Buy-In • Metrics • Colleague Participation • Orientation vs. Training

  9. Strategic Initiatives • Impact • Turn-Over • Performance • Quality • Employer of Choice

  10. “One Company… One Team” • HR Representative • Manager/Supervisor • IT Specialist • Quality Assurance • Current Colleagues

  11. EQUIP Overview • Orientation for ALL new colleagues • Training is position-specific • Unique materials for transitional colleagues • Training designed to be: • Meaningful • Applicable • Practical • How-To manuals for Colleagues & Supervisors/Managers • Assigned Buddy

  12. The Orientation Handbook • New colleagues are provided with a handbook to guide them through the orientation plan • Structured Activities • Checklists • Self-Paced Readings • Meaningful Content • Blended-Active Learning

  13. EQUIP Web PageOne-Stop Shopping

  14. MetricsContinuous Improvement • Day 5 - Colleague survey • Day 60 - Colleague survey • Day 90 - Performance discussion • Annual Employer of Choice surveys • Exit Interviews

  15. Best Practices • Create awareness • Buy-in from Execs & Key Departments • Proper execution of the launch of the new program • Design appropriate & practical activities • Ability to change with organizational needs • Design for the appropriate audience • Maintain professional integrity of the program

  16. The Power of Onboarding David Scotto, ARM, CRM Senior Vice President Chief Learning Officer, Sedgwick CMS

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