Onboarding - Implementation Toolkit (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Design, develop, and deliver the strategy for the time bound Onboarding services focused on achieving customer platform adoption.
2. Arrange that your organization acts as the point person by communicating and coordinating all Onboarding activities with customer and providing direction to the internal implementation team.
3. Drive operational requirements and implement processes to scale the sale and delivery of Onboarding services through implementation, owning accountability for engagement success.

ONBOARDING EXCEL DESCRIPTION

This product (Onboarding - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

The Onboarding Implementation Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Onboarding related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the Onboarding Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation.

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Onboarding improvements can be made.

The Self-Assessment Excel Dashboard; with the Onboarding Self-Assessment and Scorecard you will develop a clear picture of which Onboarding areas need attention, which requirements you should focus on and who will be responsible for them:

•  Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
•  Gives you a professional Dashboard to guide and perform a thorough Onboarding Self-Assessment
•  Is secure: Ensures offline Data Protection of your Self-Assessment results
•  Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Onboarding projects with the 62 implementation resources. There are 62 step-by-step Onboarding Project Management Form Templates covering over 1500 Onboarding project requirements and success criteria.

Source: Best Practices in Onboarding Excel: Onboarding - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk