Rock Your Role - Issue 2

Rock Your Role - Issue 2

Rock Your Role

THE ONBOARDING ISSUE ISSUE 2

Rock Your Role

Starters

2 Welcome

The Flip Side 10 Our User Onboarding

The Onboarding Issue

11

15

In a NY Minute

Baby on Board

Kelly Leyden on Life as a New Mom

Mindy Ferguson Knows a DQ for You

Features

3

You are Here

Our New Employee Onboarding Experience

A Day in the Life 8 What’s new to new LVers

Words Employee Experience Team

Thanks Abigail Gray Jason Hillard Kelly Leyden Mindy Ferguson Will La Yehuda Borochov Contact Us [email protected]

“I could probably write our Wikipedia page now I know so much....that might be the LaCroix talking.”

- New employee at a recent onboarding

Issue 2

Welcome

Right now I’m standing in line to board a plane. I’m in one of those bridges that connect plane to gate and feels like the inside of an accordion. Six hours from now I’ll be in Colorado, meeting up with my dad to start a fly fishing trip, a style we’ve never tried before. On the way back, I’ll stop by my sister’s place in Chica- go to celebrate my niece’s first roation around the sun. It’ll be a good break. At work, our Employee Experience team (eX) just wrapped up some major projects — 10 classes, 6 onsite events, are launching a new platform— and are about to complete a new one, this magazine. As an organization, we have hit a major milestone of releasing 500 plans through Blazewater technology, and internally we are growing at 100%. It seems fitting then that our first issue is on onboarding, or, more generally, the experi- ence of transitioning into something new. We are always taking in what’s going on around us, but when it’s something novel, or at the bookends of a meaningful period, we tend to process the experience more fully and to tuck it away in a place that’s easy to recall. This first issue explores these periods in their different variations. We hope you enjoy.

MATT MARSAGLIA Learning Technoligist, eX

You

Hoodies, Bots, and Chicken Wings

Are

Howwe’re growing at 100%

Here

Each day, we get to be a part of the team that helps provide af- fordable, accessible, and unbiased financial advice to hundreds of thousands of Americans through great tech and amazing people. Not to mention, there’s string cheese, dogs, and almost always a great pun on Slack. It doesn’t take long to feel the energy, connect with the people, and be in awe of the products. But as we grow at 100% this year, we want to ensure that each of our new team members understands this as soon as they walk through the door. That’s why our Onboarding Revamp is such an important project. We want to ensure that each new employee understands four things: our Purpose, People, Products, and Partnerships. By providing that context from the begin- ning, we’re also enabling our managers and teammates to spend more quality time with new employees.

We wanted our new employees to know our Purpose, People, Products, and Partnerships.

We also wanted our hiring managers to have more quality time with new employees and their team. Meet: Hiring managers now have new mobile learning and calendar invites to lunch w/ new hires.

Meet: LV101 , which covers where we’ve been and where we’re going.

Recently, we began our new onboarding. Close to 150 new LVers will experience it by December. After day 1, every new LVer will know why we exist, how we make money, and where each team’s work impacts our cus- tomers.

And, for new employees to engage in important work sooner.

Understanding the why and the what helps employees get to the how faster.

Onboarding doesn’t stop at day 1.

We have tech that helps employees find and understand essential information more efficiently.

Meet: Our eX concierge provides support on Day 1, Week 1, Month 1 and throughout your journey.

Meet: Our new SlackBot can answer over 100 questions. Try it out in #newkidsontheblock.

We’ll continue to iterate, but for now, we’re refining these changes and measuring the impact they’re having.

Hiring managers now have their own new-hire mobile learning and new-hire lunch schedules.

Now: New employees enjoy catered lunch with their new team and other LVers who win the lunch lottery.

Before starting, new hires complete a job expecta- tions survey. We’ll check in to see that a new hire’s aspirations become a re- ality.

Stay tuned! The best is yet to come.

Want to check out our new onboarding?

Join an upcoming session:

Wed 9/20 - Soho 11AM: LV 101 12PM: Rock your Role

Wed 10/4 - Soho 3PM: LV 101

A Day in the Life Day 1 at any company is both exciting and challenging. Here's how new employees experience our updated onboarding.

Preboarding

Breakfast + Tour Office tour focuses on the essentials ...so mostly snacks

Welcome email with greeting from Alexa Day 1 Itinerary: what to expect Checklist of things to consider Desk set up: Swag, computer, Financially Fearless

IT Setup

LV101

Laptop set-up, processes, and system overviews

Learn about our Purpose, People, Products, and Partnerships From how we make money to how we operate in a partnership with NM, and the impact of our work on the customer

Lunch

Mobile learning for hiring managers Lunch with new-hire scheduled into hiring manager calendar LVers randomly selected to join new-hires for lunch

Rock Your Role

Ops + Facilities

Immersive learning Introduces professional growth opportunities Passion projects

Employee referrals and other relevant programs Fire safety and facilities questions Ways to get involved in culture

Career development Learning catalogue

Ongoing Support Job expectations and 30-60-90 day checkins. Employee experience concierge - personalized support available at every step #newkidsontheblock for beginner questions and answers via crowd-sourced, ChatBot, and live help.

New Cohort Activities Group activities focused on team building and culture throughout the experience, creating a cohort feel for new hires.

Desk Time

Checklist of things to expect by day 1, week 1, month 1, year 1. Covers HR and IT essentials (Honey, Slack set- ups) and culture (pet a dog, go to a Breakfast Club meeting, etc.)

Coming Soon

Improv

Presentation Skills

Lunch and Learn

Want to learn to let go and jump in? Join us for our improv class taught by the People's Improv Theater. Kick Off Event 9/14.

We've already launched our presentation skills series, but stay tuned for future classes like Stand and Deliver and Presenting with Visuals .

Committed to covering a broad range of topics in 60 minutes or less. We've already explored motivation, influence, and unconscious bias. Curious? Join us for lunch and find out more.

Digital Learning

We've already launched our presentation skills series, but stay tuned for future classes like

We believe that learning happens everywhere.

Stand and Deliver and Presenting with Visuals .

That's why we've partnered with D greed and L nkedIn Learning to launch a digital, mobile learning platform to create a learning experience just for you. With articles, videos, courses and even certifications, Degreed's easy to use platform will be your one stop shop for all things learning. The best part? Degreed will be learning too... the more content you consume, the more recommendations it will give you. Think "Netflix" of learning, with access to all of the things that matter most to you.

Find us, always, on Honey > Learning Lab

DESIGN

Our employees aren’t the only ones who are new.

The Flip Side A journey of 1,000 miles begins with a

part of building a strong relationship. Here’s a few strate- gies our Design team uses to start clients’ journey in a way that is simple, approach- able, and nonjudg- mental. First, they break per- sonal financing down into chunks, and then break each chunk down further, because it can be difficult to picture your financial reality as a monolith and easy to forget what makes up

expenses in each area. For example, one large chunk of your personal financing picture is fixed costs, and one of several fixed costs is your rent or mortgage. Another thing de- sign does is show a little positive rein- forcement in our copy. While people feel like algorithms are less judgy than people, well-placed copy can mimic the

positive emotional support of a friend. Without care, the process could easily feel cold - like >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21

Made with FlippingBook Annual report