The Art of Project Management: Expert advice from experienced project managers in Silicon Valley, and around the world

Onboarding: Critical Success Factor (and mostly overlooked!)

Onboarding graphic, by Pablo Verdugo, from flickr, some rights reservedIt wasn’t a surprise to me to find, for two years in a row, that our Study of Product Team Performance identified that onboarding new team members highly correlates to high product team performance.

Last year’s study revealed five factors that, when all are missing, is almost a guarantee of low product team performance, but when all are delivered give teams a two-out-of-three likelihood of high level team performance. Onboarding members into product teams was one of those five factors.

In this year’s study, we looked at how teams are doing at onboarding. Here’s what this year’s study found:

  • 75% of responding organizations underestimate the importance of establishing streamlined processes that enable product team members to quickly become contributing members to the product team’s success!
  • Only 4% of organizations onboard product team members well enough to claim best practice

Most organizations apply a sink-or-swim approach to bringing new members onto their teams.

Based on our own experience, Mickey and I considered onboarding so important that, as we developed the outline for our book, Managing the Unmanageable, we realized we needed not only to devote a chapter to recruiting and hiring, but one to onboarding, or as we put it in the chapter title, “Getting New Programmers Started Off Right.”

Good team onboarding practices were a lesson I learned early in my programming management career. I inherited Apple’s Finder team just after they’d done a ground-up re-write – and just after most members of the team had departed for some equally ambitious project elsewhere rather than sticking around to enhance and evolve the result. I had a tiny nucleus of a team that I needed to rebuild. And with my first hire, I discovered I had a problem.

It’s common to give new programmers a first task to set up their programming environments and sandboxes, install their tools, pull source code, compile, and check their result against the team’s official last build to confirm everything. But when I gave that assignment to my first new hire, our systems turned out to be so convoluted that it took him a week to get everything in place and get the entire Finder built and validated. So the second task I gave him was to measurably shorten that for my next hire. I gave that same second task to every subsequent hire. Three years (and a number of hires) later, downloading the source and tools and creating and validating the build could be accomplished by a green new hire in less than 30 minutes.

That’s just one tiny part of making onboarding effective and useful. We cover lots, in our chapter on the topic. Most readers tell us that it’s one of the most valuable chapters in the book – in part, because it’s so seldom addressed – or even considered.

While H.R. departments in many companies establish processes that successfully onboard new employees to the organization, that’s simply not enough. It’s important to get them through the benefits part, and to make sure they get a corporate meet-and-greet. But if they aren’t brought onto their team effectively, their team will suffer for a long while after.

Managers and teams need to establish a broad set of processes that successfully onboard not only new hires but new contractors and transferring employees onto their teams. As the 2012 Study of Product Team Performance showed, it’s one of five factors that make the difference between team failure and team success.

As our 2013 Study of Product Team Performance showed, teams have a lot of room to improve.


About the Author

Ron Lichty has been transforming chaos to clarity and making software development “hum” for most of his 20-plus years managing software development and product organizations. Ron co-authored 2012's highly regarded Addison-Wesley title, Managing the Unmanageable: Rules, Tools, and Insights for Managing Software People and Teams ( ), his co-author Pixar/Broderbund/Gracenote CTO Mickey Mantle. With over 70 years of combined experience, these two software industry veterans crafted a book designed to help any software manager be more successful. Having spent their careers developing software, leading software development projects, and managing programmers and teams, they distilled their experience into a book that every beginning programming manager would get value from, both to read and to pull from their bookshelves for reference. It's a book that is also helping executives who struggle sponsoring projects dependent upon software success – CEOs, COOs, CTOs, and others – to understand the craft of software development and the intricacies of how to manage software people and teams to deliver software projects successfully. Ron has repeatedly been brought in as a “VPE of Fix-It” to coach and mentor programming managers at all levels and to solve problems like painfully slow product development, past-due estimates with no delivery in sight, challenges arising from geographically dispersed teams, scalability stymied by sluggish data integration, productivity bridled by uncertainty, an "order-taking mentality" from teams that should be eagerly proactive, and teams unable to break out of research and move on to development and delivery. Ron untangles organizational knots, creates roadmaps everyone can follow, builds communications with other parts of the organization, coaches and trains organizations in agile and scrum, and gets teams productive and focused on delivery, quality and customers. Chaos to clarity.
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