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3 Tech Considerations for Your Onboarding Process

This was originally posted on eLearning Industry on Sept 25, 2017.

What To Consider When Using Technology In Your Onboarding Process

Technology was conceived as a way to improve one’s life. Basic items like sticks and stones lead to great developments such as hand tools, infrastructure, and machinery. As is unfortunately the case, it’s not long before someone harnesses the power of technology to create distractions and diversions for ourselves. The same waves of innovation that inspired the telephone and mass communication now give us smartphone apps that will tell you how tall your favorite celebrity is.

As most modern organizations rely on the double-edged sword of technology to keep afloat, it’s now becoming more important than ever to make sure that technology is streamlined and efficient—especially when it comes to your onboarding process. Using the wrong technological solution in an onboarding program can be extremely damaging to the learning process. Learners have only so much capacity for cognitive load, and anything that doesn’t directly focus that cognitive load into desired learning objectives is going to make the content exponentially more difficult to learn.

The implementation of new learning technology in the training industry happens to be extremely trendy at the moment, which can lead Learning and Development professionals to invest in some shiny new instructional solutions only to have them utterly distract their learners with clunky user interface and impractical animation. While completely shunning technology and eLearning isn’t the answer, being a bit more selective about how technology factors into your onboarding program can make all the difference.

1. Audio

Even though the ability to record and edit audio has been around for some time now, it continues to be one of the most misused technological tools in the training toolbox. If your goal is to make an audio-driven course, then consider the impact the feature of audio will provide to your learner. While spoken word dialogue can be beneficial to the learning process, there is such a thing as too much audio—especially if your learners happen to be younger. Too much audio becomes little more than an automated lecture, and it’s amazing how fast learners will stop paying attention of that lecture isn’t being delivered by someone who can see them.

Audio should work in conjunction with the content of your course.

Audio is especially out of place when the course is designed to be content-driven, but a series of repetitive noises plague the content. Using noises such as keyboard clicks or the sound of pages turning may be distracting for your learners. Audio should work in conjunction with the content of your course; it is not a gimmick to pull your learner away during their onboarding. If the feature doesn’t support the goals of the course, then the feature doesn’t serve a function and should be removed.

2. Competitive Gamification

Within the broad spectrum of gamification, there are some good ideas and bad ideas when it comes to onboarding. Among the most notorious of the bad ideas is the inclusion of competition and leaderboards within an onboarding program. Pitting new employees against one another on the first day is a risk that may have worked in the job market fifteen years ago, but today’s workforce has more options when it comes to employment—if their onboarding program makes them feel uncomfortable or pressured on the first day, there’s a good chance that they won’t stick around for long.

There’s no harm in encouraging a little competition once the employee has a few morale-boosting victories behind them, but using gamified content to push competition on new employees is a great way to kill retention.

3. It’s A Race To Be Finished

Activities are a way to stop and check that the learner is in fact learning.

Interactive features are one of the greatest things about eLearning, but there is a cost when designing user interactivity. Learners are aware that the length of a course is dependent on how fast they can complete the course, so the faster they’re done; the sooner they can go on with their day. Activities are a way to stop and check that the learner is in fact learning, by providing a check that reinforces that the learner comprehends their training.

Courses that rely heavily on the learner to engage in activities might find the learner performing the same functions in a mechanical fashion if the activities are all the same. Learners are aware of patterns, and if the course is designed as a series of repetitive motions, they will complete the task by process alone. Learners will learn how to complete a course, but they might not be learning how to perform the tasks they need to do on the job.

Interactivity is meant to be engaging, so engage the learner. Design a set of activities that the content can use as methods to reinforce learning, and then apply them in your design. Keep the learner active in the course.

All onboarding is unique so there isn’t a best resource for every course. When considering your onboarding, first think about the needs of the learner, consider the learning goals, and then design the tasks that help assist the learner. After you have mapped out the course, consider what elements will best assist you in delivering what the learner needs while meeting your needs as a designer.

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: