Streamline the onboarding process for sales team for Product Management

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hey everybody this is Dottie from product board and welcome to episode 3 of a series we're calling excellent product leadership today we're going to talk about onboarding best practices that we apply here at product board for new members of our product team product is still a nascent field in many ways and the role really varies from company to company because of this lack of clarity setting expectations on what great looks like is essential and there's no better time to do this than the onboarding phase during onboarding new product managers begin to understand how they fit into the product org as well as the outcomes they're trying to achieve it's also when relationships and habits are built two things that are really difficult to change after they've been initially formed so here's what you should do instead of throwing your new hire straight into the deep end before you know if they can swim [Music] important to get your existing team and other key collaborators on the same page regarding how a new hire fits into your organization at product board we align everyone using what we call a success brief in this brief we include information like why a new teammate is being brought on what they'll be working on who they'll need to meet and work with how we'll know if they're successful and how we'll keep them and ourselves as Leaders accountable all this helps to provide context for your team then you'll need to provide context for the new hire [Music] when companies go on the road to seek new funding they make sure their audience gets a comprehensive overview of the business and its Target users do the same for your new hires create a pitch deck not unlike what you would create for a venture capitalist but in this case position it for onboarding purposes you can include things like your mission and vision how customers are solving their problems today how your company and product is addressing these problems your product's key value props your ideal customer profile and more [Music] today your team might be working remotely and using numerous different tools for collaboration without as much face time it's easy for important context to get lost in the digital sprawl so make it clear which tools are crucial for the product team and the ones they can feel free to ignore more importantly help new hires discover The Oddities of your culture and processes that may not be as intuitive for example share the names of specific slack channels you use for certain tasks or projects or share places where information tends to be stored and shared at product board our teams live on slack and are actively anti-email your ultimate goal here is to help new hires integrate into their new environment with comfort and ease foreign as part of onboarding our product board we like to plan an activity that new hires can complete in their first week the idea is to set them up with the tools and information they need to succeed to give them a strong sense of accomplishment from the get-go and to show the rest of the team that this is a person who gets done at product board we like to ask new hires to schedule a conversation with a customer sit through a planning process with the engineering and design teams or go through an exercise within the product by scheduling a conversation with a customer and talking to our Target Persona first hand new hires can begin to build empathy around their needs and Problems by sitting through a planning process with stakeholders it introduces new hires to existing workflows and shows what cross-functional collaboration looks like at product board and the goal of a product exercise is to encourage new hires to dig deeply into the product so they can become experts faster at product board we ask new hires to go through a hundred pieces of feedback requests and insights in our product and then talk through the themes they see if you like this video please like subscribe or leave a comment you know all the YouTube things to learn more about the essentials of excellent product leadership check out our new ebook we'll link it in the description box below and thank you so much for watching [Music]