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           Pi8sburgh                                                             www.helblingsearch.com                                                                  724.935.7500

                                               Onboarding:
                           Promoting the Successful Integration of a New Executive
                                                                                                                                                                               ‐ by Tracy L. Boczkowski

                                                                                                         Ques&ons to Consider Before and During the Hiring Process
           Onboarding is a long‐term, strategic plan 
           for assimila&ng a newly hired execu&ve                                                        1.  Are there current employees who believe they could be a natural 
                                                                                                         fit for the opportunity and may feel slighted if not considered?  
                     into an organiza&on.   
                                                                       Having conversaEons with these individuals to discuss the role, 
IniEaEng a new execuEve hire is a criEcal decision for any             their own qualificaEons, and the company’s plan for idenEfying 
organizaEon.  Much thought and effort goes into determining the         candidates can go a long way in gaining the support of these 
responsibiliEes of the role, the qualificaEons                                              exisEng employees.  In some cases, it may also 
and personal characterisEcs of an ideal                                                    be appropriate to have these individuals 
candidate, and who on the execuEve                       Even with appropriate 
                                                                                           involved in interviewing candidates to gain 
management team will be involved in the            planning, many sta<s<cs show  their support during the hiring process and 
interview and selecEon process.  Even with          that between 40% and 50% of  when the new execuEve joins your firm.
appropriate planning, many staEsEcs show             new leaders fail or leave the 
that between 40% and 50% of new leaders                                                    2.  What impact would hiring an individual 
                                                     company within their first 18 
fail or leave the company within their first 18                                             from an outside organiza<on have on exis<ng 
                                                                months.  
months.  What can your organizaEon do to                                                   staff?  Is the new execu<ve going to replace an 
improve its onboarding process and                                                         outgoing leader or is this a new role?   
encourage the successful integraEon of a 
                                                     Companies that don’t ini<ate  Considering the potenEal consequences and 
new execuEve?  
                                                     onboarding strategies before          issues surrounding the hiring of the new 
Onboarding takes into account the specific                 the execu<ve begins              execuEve, and engaging in early 
role and its responsibiliEes, and is considered                                            communicaEon with staff members who will 
                                                     employment are missing out 
by many to be a criEcal component in                                                       be directly affected can help to prevent rumors 
                                                        on key opportuni<es to 
determining the success of a new execuEve.                                                 and speculaEon, while earning the support of 
In a recent survey conducted by the Society            improve their integra<on            the employees.
for Human Resource Management, only 14%                         process.
                                                                                           3.  What personal characteris<cs are most 
of parEcipants indicated that their company’s 
                                                                                           appropriate for the new execu<ve to have?  
onboarding programs begin during the 
                                                                       What type of leadership style will be required?  Is this execu<ve 
recruitment stage.  The majority iniEate the process at the 
                                                                       going to be expected to implement significant changes within the 
acceptance of an offer or upon the new execuEve’s start date.  
                                                                       department or organiza<on?  
These organizaEons may be missing key opportuniEes to develop 
and launch a successful onboarding strategy, which should begin as     OZen, when a new leader is being brought in to reorganize an 
soon as the company determines that an execuEve posiEon needs          organizaEon, business unit, or department, it is the individual’s 
to be filled, and may conEnue for several months or even up to a        personal a8ributes that can have the most influence on the 
year aZer the individual joins the company.                            outcome.   IdenEfying the personal characterisEcs and leadership 
                                                                                                         style that will best suit the organizaEon and its goals will help in 
                                                                                                         assessing candidates and allow interviewers to consider those 
                                                                                                         aspects of the individual in addiEon to his or her experience and 
                                                                                                         qualificaEons.  
Ques&ons to Consider Prior to                               process.  These consultants can provide an objecEve view, offer 
         the New Execu&ve Joining the Organiza&on                          suggesEons for gaining employee buy‐in, and serve as a sounding 
                                                                           board.  Likewise, assigning a colleague within the organizaEon who 
1.  How will the new execu<ve be introduced to the organiza<on, 
                                                                           can share his or her experiences and provide insight into the 
department, business unit, etc.?  
                                                                           company’s culture may be another effecEve or supplemental 
On the first day of employment, consider holding a brief meeEng             opEon.
with the new execuEve’s staff with the sole purpose of introducing 
the individual.  NoEfy the execuEve in advance so he or she can be             Why is a Successful Onboarding Program Important?
prepared to make a statement and answer any potenEal quesEons.          
Discussing the new execuEve’s qualificaEons and past successes, as          ✤   The direct and indirect costs of the unsuccessful integraEon of 
well as what opportuniEes he or she presents for the staff and the              a new execuEve can be significant.  Consider the Eme and 
organizaEon, will begin to generate excitement about the potenEal              money invested in recruiEng, hiring and training the individual, 
that exists.  In the case of a new execuEve who is replacing an                as well as the effects on employee morale and lost 
outgoing individual, it is important to avoid comparing or criEcizing          producEvity. 
the past execuEve; there will inevitably be remaining staff 
                                                                           ✤   Research indicates the most important differenEators of 
members who were close to and thought highly of that individual, 
                                                                               performance of leadership hires are the experiences they 
and doing so may alienate those employees.  
                                                                               encounter during their first few weeks and months on the job.
2.  How can the exis<ng management team ac<vely foster the new 
                                                                           ✤   As baby boomers reEre, the demand for senior level execuEves 
execu<ve’s successful integra<on, par<cularly as he or she begins to 
                                                                               will increase and a well thought‐out and defined onboarding 
implement new ini<a<ves?                                                       program will become an effecEve tool for most organizaEons.
The onboarding process is a shared responsibility of the 
                                                                           ✤   It creates a compeEEve advantage because many companies 
organizaEon as a whole, the exisEng company leadership, and the 
                                                                               have insufficient programs.
new execuEve.  Key areas to focus on are relaEonship building, 
understanding of the corporate culture, and expectaEons for                ✤   Studies have indicated that direct reports of a new leader who 
results, including Emeframes.  By discussing the challenges                    is effecEvely assimilaEng into the organizaEon will outperform 
associated with the transiEon period, all can work collecEvely to              (by as much as 15%) the direct reports of a new execuEve who 
resolve potenEal issues while maintaining a focus on the goals and             is having difficulEes.
objecEves of the new execuEve.  The transiEon period requires a 
careful balancing act in order for the new execuEve to posiEon 
                                                                                    How can your organiza&on implement 
himself or herself as a leader, to gain the support and confidence of 
                                                                                    or improve its onboarding program to 
the staff, and to demonstrate to the company’s management team 
                                                                                  encourage successful execu&ve integra&on?
that they chose the right execuEve.  

3.  Is it appropriate to have individual or small group mee<ngs 
between exis<ng staff and the new execu<ve to establish a rapport 
and allow for the sharing of ideas?  

OZen, with changing leadership comes anxiety about what the 
future holds for the current employees.  By developing an open‐
door policy and allowing people’s concerns and ideas to be heard, 
much of this can be alleviated and an atmosphere of collaboraEon 
can be developed.  

4.  Would it be effec<ve to employ an outside consultant or 
execu<ve coach, or to pair a peer within the organiza<on to serve 
as a mentor?  

Some organizaEons engage an individual to work closely with the 
new execuEve to guide him or her through the assimilaEon 
SUCCESSFUL ONBOARDING TECHNIQUES                              The selected candidate’s credenEals and proven success in leading 
                                                                         sustainable turnarounds with past organizaEons, as well as his 
Scenario #1:                                                             temperament and leadership style, has been well‐received by his 
                                                                         team and within the corporaEon.  AddiEonally, the company paired 
Vice President of Opera9ons with a non‐profit organiza9on
                                                                         the Group CEO with another business unit leader, who had been 
                                                                         hired approximately one year earlier, to serve as a sounding board 
We recently conducted a search for a client that was seeking a Vice 
                                                                         and mentor for the new execuEve.  In the Group CEO’s first nine 
President of OperaEons, which was simultaneously somewhat of a 
                                                                         months of employment – a criEcal Eme for a new execuEve – this 
new role as well as a replacement within the organizaEon.  Our 
                                                                         individual has successfully made significant changes and 
client recognized that they needed to expand the responsibiliEes 
                                                                         implemented a variety of iniEaEves, supported by his contagious 
and scope of an exisEng posiEon, essenEally creaEng a new role.  
                                                                         energy and ability to moEvate exisEng staff.  The Chairman of the 
Through conversaEons with the individual in the exisEng posiEon, 
                                                                         organizaEon has commented that many exisEng staff members 
the client’s management team knew that he didn’t have the 
                                                                         have indicated they were craving the leadership and change that 
interest or skill set to take on the new challenges, making it 
                                                                         the new Group CEO has brought to their business unit. 
somewhat of a replacement.   

The individual in the exisEng role had been with the organizaEon         Scenario #3:
for nearly 30 years and would seem at first glance to be the most 
                                                                         John Deere Corpora9on
natural choice for the “new” role.  When the client decided to go 
outside of the company to fill this posiEon, they realized that doing 
so could cause internal issues – with the other Vice Presidents and      When discussing proven onboarding programs, one that is oZen 
with the staff who would report to the Vice President of                  referenced was developed and implemented by the John Deere 
OperaEons.  The client’s approach was to involve the other Vice          CorporaEon.  Within their comprehensive program, one iniEaEve 
Presidents as well as the incumbent employee throughout the              that they have found to be very effecEve is to email selected 
interview and decision‐making process.  AZer meeEng with several         individuals within the organizaEon to let them know that the new 
candidates who clearly had the qualificaEons to successfully              execuEve will likely need to interact with them or call them for 
perform the role, the final decision came down to a ma8er of              assistance within his or her first few months.  Through the email, 
“chemistry and fit”, and the other VPs unanimously agreed on the          these individuals are asked to reach out to the new execuEve and 
individual to hire, which eased the integraEon of the new                schedule a Eme to meet and make an introducEon.  John Deere 
execuEve.  AddiEonally, the incumbent was very supporEve of the          CorporaEon has found that this approach is successful because the 
selected individual, in large part because the new Vice President        exisEng employees genuinely look forward to becoming acquainted 
demonstrated an excellent change management style and had                with the new execuEve, who appreciates the outreach and is then 
been successful in taking on a role in a similar environment with his    familiar with colleagues that he or she can turn to regarding 
most recent employer.  Those a8ributes were important in gaining         specific issues and areas when developing and implemenEng his or 
the approval of the staff members who had developed a loyalty to          her new iniEaEves. 
the incumbent.  
                                                                           ‐  Tracy Boczkowski is a Managing Director with Helbling & Associates 
                                                                            and she has been with the firm since 1995. Her role encompasses 
Scenario #2:
                                                                          responsibili<es that span from informa<on management to proposal 
Group Chief Execu9ve Officer for a mul9‐na9onal contractor                     wri<ng and research. She is an ac<ve member of the Society for 
                                                                                  Marke<ng Professional Services’ PiWsburgh Chapter. 

Recently, we completed a search for a global organizaEon to secure 
a Group Chief ExecuEve Officer for its largest business unit, as a 
result of a planned reErement.  The client knew that they were 
seeking someone who could restructure and reorganize the                     To subscribe to Helbling’s quarterly newsleWer, visit our home 
business unit to increase efficiencies, growth and profitability.              page at www.helblingsearch.com and click on the green buWon 
                                                                                                  on the boWom right.
Because they were looking for someone to make immediate and 
significant changes, they knew that the key to a successful                                            Social Media:
integraEon would be the new execuEve’s ability to earn the trust                             Blog:  blog.helblingsearch.com
and support of his team.                                                                       TwiWer:  @helblingsearch

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Onboarding: Promoting the Successful Integration of a New Executive

  • 1. R e t a i n e d   E x e c u t i v e   S e a r c h  Construction Facilities Management Real Estate Engineering  Pi8sburgh www.helblingsearch.com 724.935.7500 Onboarding: Promoting the Successful Integration of a New Executive                                                                                                                                                                               ‐ by Tracy L. Boczkowski Ques&ons to Consider Before and During the Hiring Process Onboarding is a long‐term, strategic plan  for assimila&ng a newly hired execu&ve  1.  Are there current employees who believe they could be a natural  fit for the opportunity and may feel slighted if not considered?   into an organiza&on.    Having conversaEons with these individuals to discuss the role,  IniEaEng a new execuEve hire is a criEcal decision for any  their own qualificaEons, and the company’s plan for idenEfying  organizaEon.  Much thought and effort goes into determining the  candidates can go a long way in gaining the support of these  responsibiliEes of the role, the qualificaEons  exisEng employees.  In some cases, it may also  and personal characterisEcs of an ideal  be appropriate to have these individuals  candidate, and who on the execuEve  Even with appropriate  involved in interviewing candidates to gain  management team will be involved in the  planning, many sta<s<cs show  their support during the hiring process and  interview and selecEon process.  Even with  that between 40% and 50% of  when the new execuEve joins your firm. appropriate planning, many staEsEcs show  new leaders fail or leave the  that between 40% and 50% of new leaders  2.  What impact would hiring an individual  company within their first 18  fail or leave the company within their first 18  from an outside organiza<on have on exis<ng  months.   months.  What can your organizaEon do to  staff?  Is the new execu<ve going to replace an  improve its onboarding process and  outgoing leader or is this a new role?    encourage the successful integraEon of a  Companies that don’t ini<ate  Considering the potenEal consequences and  new execuEve?   onboarding strategies before  issues surrounding the hiring of the new  Onboarding takes into account the specific  the execu<ve begins  execuEve, and engaging in early  role and its responsibiliEes, and is considered  communicaEon with staff members who will  employment are missing out  by many to be a criEcal component in  be directly affected can help to prevent rumors  on key opportuni<es to  determining the success of a new execuEve.    and speculaEon, while earning the support of  In a recent survey conducted by the Society  improve their integra<on  the employees. for Human Resource Management, only 14%  process. 3.  What personal characteris<cs are most  of parEcipants indicated that their company’s  appropriate for the new execu<ve to have?   onboarding programs begin during the  What type of leadership style will be required?  Is this execu<ve  recruitment stage.  The majority iniEate the process at the  going to be expected to implement significant changes within the  acceptance of an offer or upon the new execuEve’s start date.   department or organiza<on?   These organizaEons may be missing key opportuniEes to develop  and launch a successful onboarding strategy, which should begin as  OZen, when a new leader is being brought in to reorganize an  soon as the company determines that an execuEve posiEon needs  organizaEon, business unit, or department, it is the individual’s  to be filled, and may conEnue for several months or even up to a  personal a8ributes that can have the most influence on the  year aZer the individual joins the company.  outcome.   IdenEfying the personal characterisEcs and leadership  style that will best suit the organizaEon and its goals will help in  assessing candidates and allow interviewers to consider those  aspects of the individual in addiEon to his or her experience and  qualificaEons.  
  • 2. Ques&ons to Consider Prior to  process.  These consultants can provide an objecEve view, offer  the New Execu&ve Joining the Organiza&on suggesEons for gaining employee buy‐in, and serve as a sounding  board.  Likewise, assigning a colleague within the organizaEon who  1.  How will the new execu<ve be introduced to the organiza<on,  can share his or her experiences and provide insight into the  department, business unit, etc.?   company’s culture may be another effecEve or supplemental  On the first day of employment, consider holding a brief meeEng  opEon. with the new execuEve’s staff with the sole purpose of introducing  the individual.  NoEfy the execuEve in advance so he or she can be  Why is a Successful Onboarding Program Important? prepared to make a statement and answer any potenEal quesEons.     Discussing the new execuEve’s qualificaEons and past successes, as  ✤ The direct and indirect costs of the unsuccessful integraEon of  well as what opportuniEes he or she presents for the staff and the  a new execuEve can be significant.  Consider the Eme and  organizaEon, will begin to generate excitement about the potenEal  money invested in recruiEng, hiring and training the individual,  that exists.  In the case of a new execuEve who is replacing an  as well as the effects on employee morale and lost  outgoing individual, it is important to avoid comparing or criEcizing  producEvity.  the past execuEve; there will inevitably be remaining staff  ✤ Research indicates the most important differenEators of  members who were close to and thought highly of that individual,  performance of leadership hires are the experiences they  and doing so may alienate those employees.   encounter during their first few weeks and months on the job. 2.  How can the exis<ng management team ac<vely foster the new  ✤ As baby boomers reEre, the demand for senior level execuEves  execu<ve’s successful integra<on, par<cularly as he or she begins to  will increase and a well thought‐out and defined onboarding  implement new ini<a<ves?   program will become an effecEve tool for most organizaEons. The onboarding process is a shared responsibility of the  ✤ It creates a compeEEve advantage because many companies  organizaEon as a whole, the exisEng company leadership, and the  have insufficient programs. new execuEve.  Key areas to focus on are relaEonship building,  understanding of the corporate culture, and expectaEons for  ✤ Studies have indicated that direct reports of a new leader who  results, including Emeframes.  By discussing the challenges  is effecEvely assimilaEng into the organizaEon will outperform  associated with the transiEon period, all can work collecEvely to  (by as much as 15%) the direct reports of a new execuEve who  resolve potenEal issues while maintaining a focus on the goals and  is having difficulEes. objecEves of the new execuEve.  The transiEon period requires a  careful balancing act in order for the new execuEve to posiEon  How can your organiza&on implement  himself or herself as a leader, to gain the support and confidence of  or improve its onboarding program to  the staff, and to demonstrate to the company’s management team  encourage successful execu&ve integra&on? that they chose the right execuEve.   3.  Is it appropriate to have individual or small group mee<ngs  between exis<ng staff and the new execu<ve to establish a rapport  and allow for the sharing of ideas?   OZen, with changing leadership comes anxiety about what the  future holds for the current employees.  By developing an open‐ door policy and allowing people’s concerns and ideas to be heard,  much of this can be alleviated and an atmosphere of collaboraEon  can be developed.   4.  Would it be effec<ve to employ an outside consultant or  execu<ve coach, or to pair a peer within the organiza<on to serve  as a mentor?   Some organizaEons engage an individual to work closely with the  new execuEve to guide him or her through the assimilaEon 
  • 3. SUCCESSFUL ONBOARDING TECHNIQUES The selected candidate’s credenEals and proven success in leading  sustainable turnarounds with past organizaEons, as well as his  Scenario #1: temperament and leadership style, has been well‐received by his  team and within the corporaEon.  AddiEonally, the company paired  Vice President of Opera9ons with a non‐profit organiza9on the Group CEO with another business unit leader, who had been  hired approximately one year earlier, to serve as a sounding board  We recently conducted a search for a client that was seeking a Vice  and mentor for the new execuEve.  In the Group CEO’s first nine  President of OperaEons, which was simultaneously somewhat of a  months of employment – a criEcal Eme for a new execuEve – this  new role as well as a replacement within the organizaEon.  Our  individual has successfully made significant changes and  client recognized that they needed to expand the responsibiliEes  implemented a variety of iniEaEves, supported by his contagious  and scope of an exisEng posiEon, essenEally creaEng a new role.   energy and ability to moEvate exisEng staff.  The Chairman of the  Through conversaEons with the individual in the exisEng posiEon,  organizaEon has commented that many exisEng staff members  the client’s management team knew that he didn’t have the  have indicated they were craving the leadership and change that  interest or skill set to take on the new challenges, making it  the new Group CEO has brought to their business unit.  somewhat of a replacement.    The individual in the exisEng role had been with the organizaEon  Scenario #3: for nearly 30 years and would seem at first glance to be the most  John Deere Corpora9on natural choice for the “new” role.  When the client decided to go  outside of the company to fill this posiEon, they realized that doing  so could cause internal issues – with the other Vice Presidents and  When discussing proven onboarding programs, one that is oZen  with the staff who would report to the Vice President of  referenced was developed and implemented by the John Deere  OperaEons.  The client’s approach was to involve the other Vice  CorporaEon.  Within their comprehensive program, one iniEaEve  Presidents as well as the incumbent employee throughout the  that they have found to be very effecEve is to email selected  interview and decision‐making process.  AZer meeEng with several  individuals within the organizaEon to let them know that the new  candidates who clearly had the qualificaEons to successfully  execuEve will likely need to interact with them or call them for  perform the role, the final decision came down to a ma8er of  assistance within his or her first few months.  Through the email,  “chemistry and fit”, and the other VPs unanimously agreed on the  these individuals are asked to reach out to the new execuEve and  individual to hire, which eased the integraEon of the new  schedule a Eme to meet and make an introducEon.  John Deere  execuEve.  AddiEonally, the incumbent was very supporEve of the  CorporaEon has found that this approach is successful because the  selected individual, in large part because the new Vice President  exisEng employees genuinely look forward to becoming acquainted  demonstrated an excellent change management style and had  with the new execuEve, who appreciates the outreach and is then  been successful in taking on a role in a similar environment with his  familiar with colleagues that he or she can turn to regarding  most recent employer.  Those a8ributes were important in gaining  specific issues and areas when developing and implemenEng his or  the approval of the staff members who had developed a loyalty to  her new iniEaEves.  the incumbent.     ‐  Tracy Boczkowski is a Managing Director with Helbling & Associates  and she has been with the firm since 1995. Her role encompasses  Scenario #2: responsibili<es that span from informa<on management to proposal  Group Chief Execu9ve Officer for a mul9‐na9onal contractor wri<ng and research. She is an ac<ve member of the Society for  Marke<ng Professional Services’ PiWsburgh Chapter.  Recently, we completed a search for a global organizaEon to secure  a Group Chief ExecuEve Officer for its largest business unit, as a  result of a planned reErement.  The client knew that they were  seeking someone who could restructure and reorganize the  To subscribe to Helbling’s quarterly newsleWer, visit our home  business unit to increase efficiencies, growth and profitability.   page at www.helblingsearch.com and click on the green buWon  on the boWom right. Because they were looking for someone to make immediate and  significant changes, they knew that the key to a successful  Social Media: integraEon would be the new execuEve’s ability to earn the trust  Blog:  blog.helblingsearch.com and support of his team.   TwiWer:  @helblingsearch