What is Onboarding strategy?
Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.
Crafting the perfect Onboarding strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.
Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.
How to write your own Onboarding strategy with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.
Onboarding strategy examples
You'll find below a list of Onboarding tactics. We also included action items for each template to make it more practical and useful.
Strategies and tactics for crafting a Supplier and Contractor Engagement Strategy
Strategies and tactics for implementing a Recruitment Strategy for Animal Emergency Australia
Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market
Strategies and tactics for navigating customer retention post first year
Strategies and tactics for improving User-Centric Design and Branding Consistency
Strategies and tactics for onboarding new customers for a bank
Strategies and tactics for implementing a Digitized and Compliant Procurement Process
Strategies and tactics for developing a virtual assistant for salespeople
Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications
Strategies and tactics for finding offshore and nearshore admin help
How to track your Onboarding strategies and tactics
Having a plan is one thing, sticking to it is another.
Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.
A tool like Tability can also help you by combining AI and goal-setting to keep you on track.
More strategies recently published
We have more templates to help you draft your team goals and OKRs.
Strategies for organising a Team Competition
Strategies for creating social media posts
Strategies for developing a strategic plan for a university student union
Strategies for transforming the Scottish National Skills System
Strategies for implementing trading strategies
Strategies for developing a 5-year business strategy plan for an industrial machine manufacturing company
Planning resources
OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:
- To learn: What are OKRs? The complete 2024 guide
- Blog posts: ODT Blog
- Success metrics: KPIs examples