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Stop Being the Onboarding Department: Build a Process That Doesn’t Rely on You

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Manage episode 503955658 series 3576958
Content provided by Richard Milligan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Milligan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If every new hire feels like it hijacks your entire month, this episode is for you. Today on Recruiting Conversations, I walk you through how to create a structured onboarding system that removes you from the center without removing your presence.

Because if you're still doing 90 percent of the onboarding work yourself, you're not just overwhelmed. You're the bottleneck. But it doesn't have to stay that way.

Episode Breakdown

[00:00] Introduction – Why onboarding feels overwhelming and why that’s actually a systems issue [01:00] The Real Problem – Leaders treating onboarding like a one-week event instead of a repeatable system [02:00] Introducing the 4P Framework – People, Process, Playbook, Personalization [03:00] P1: People

  • Assign ownership for tech, CRM, marketing, culture, support

  • Move from shared ownership to clear ownership

  • Use peer mentors and onboarding coordinators [03:30] P2: Process

  • Map out day 1 through day 90

  • Use tools like CRMs, Trello, shared docs to organize the flow

  • Filter every step through these questions: Does this build clarity? Confidence? Connection? [04:30] P3: Playbook

  • Document what you say and do so others can repeat it

  • Include logins, workflows, rhythm calendars, and short videos

  • When it’s not written, it’s not real [05:30] P4: Personalization

  • Welcome notes, calls, gift boxes, and personal check-ins

  • Structure creates consistency, personalization creates belief [06:30] The Pushback – You say you don’t have time to build this. But you don’t have time not to. [07:00] Start Small – Use your next hire to document everything you already do [08:00] Beyond Tasks – Onboarding is not just about information. It’s about belief

  • Did I make the right decision?

  • Do I belong here?

  • Can I trust this team? [08:30] Final Challenge – Build a 30-day onboarding play. Start with what you already do, then improve it

Key Takeaways
  • If You’re Doing It All, You’re the Bottleneck – Scale happens when systems replace memory

  • Structure Doesn’t Kill Culture – The right systems free you up to lead with presence

  • Clarity Creates Confidence – Documented onboarding builds momentum faster than ad hoc training

  • Don’t Just Transfer Knowledge – Transfer belief, identity, and purpose

  • Use Every Hire to Improve the Process – Each round gives you a better playbook for the next one

The best leaders don’t just recruit well. They onboard with purpose. They build systems that scale their time, protect their culture, and create confident, connected team members from day one.

Need help creating an onboarding system that reflects your leadership and scales with your growth? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let’s remove you as the bottleneck and build a system that lasts.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 503955658 series 3576958
Content provided by Richard Milligan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Milligan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If every new hire feels like it hijacks your entire month, this episode is for you. Today on Recruiting Conversations, I walk you through how to create a structured onboarding system that removes you from the center without removing your presence.

Because if you're still doing 90 percent of the onboarding work yourself, you're not just overwhelmed. You're the bottleneck. But it doesn't have to stay that way.

Episode Breakdown

[00:00] Introduction – Why onboarding feels overwhelming and why that’s actually a systems issue [01:00] The Real Problem – Leaders treating onboarding like a one-week event instead of a repeatable system [02:00] Introducing the 4P Framework – People, Process, Playbook, Personalization [03:00] P1: People

  • Assign ownership for tech, CRM, marketing, culture, support

  • Move from shared ownership to clear ownership

  • Use peer mentors and onboarding coordinators [03:30] P2: Process

  • Map out day 1 through day 90

  • Use tools like CRMs, Trello, shared docs to organize the flow

  • Filter every step through these questions: Does this build clarity? Confidence? Connection? [04:30] P3: Playbook

  • Document what you say and do so others can repeat it

  • Include logins, workflows, rhythm calendars, and short videos

  • When it’s not written, it’s not real [05:30] P4: Personalization

  • Welcome notes, calls, gift boxes, and personal check-ins

  • Structure creates consistency, personalization creates belief [06:30] The Pushback – You say you don’t have time to build this. But you don’t have time not to. [07:00] Start Small – Use your next hire to document everything you already do [08:00] Beyond Tasks – Onboarding is not just about information. It’s about belief

  • Did I make the right decision?

  • Do I belong here?

  • Can I trust this team? [08:30] Final Challenge – Build a 30-day onboarding play. Start with what you already do, then improve it

Key Takeaways
  • If You’re Doing It All, You’re the Bottleneck – Scale happens when systems replace memory

  • Structure Doesn’t Kill Culture – The right systems free you up to lead with presence

  • Clarity Creates Confidence – Documented onboarding builds momentum faster than ad hoc training

  • Don’t Just Transfer Knowledge – Transfer belief, identity, and purpose

  • Use Every Hire to Improve the Process – Each round gives you a better playbook for the next one

The best leaders don’t just recruit well. They onboard with purpose. They build systems that scale their time, protect their culture, and create confident, connected team members from day one.

Need help creating an onboarding system that reflects your leadership and scales with your growth? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let’s remove you as the bottleneck and build a system that lasts.

  continue reading

100 episodes

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