How to Encourage a High-Performance Onboarding Team

By Peter Ord
Nov 30, 2021

There’s a difference between a busy team and a high-performance team that works cohesively and efficiently.

“High-performance teams focus on maintaining clear communication, alignment, buy-in and extreme accountability,” says Brent Gleeson, founder and CEO of TakingPoint Leadership. “Leadership exists at every level—top down, bottom up, and horizontally.”

Your team looks busy with assignments, resources, and deadlines. So why are tasks taking longer than usual and going over budget?

An efficient workforce is always an important part of project management success. But you need a high-performance onboarding team when you are onboarding a new client. The faster and more efficient your team can complete onboarding, the better your chances are for establishing a long-term business relationship.

Here are four questions you should be able to answer to maintain meaningful communication, alignment, and measured accountability.

 

Is Your Team Working on the Right Tasks at the Optimal Time?

A McKinsey study found that 97 percent of employees and company executives attribute a lack of team alignment to the outcome of a project. And client onboarding is no exception.

Some team members may focus on tasks that are easier or better suited to them. This neglects the tasks that move the project forward based on the client’s vision.

It’s important to make sure team members understand and are properly trained on these more difficult tasks. The training should be suited to them. And check up on them to see how they’re doing. Make sure you’re providing the right tools to help them succeed.

For example, a project overview dashboard helps project managers quickly navigate the most efficient task management strategies. This will help them identify and complete the client’s priorities.

 

How Long Does It Take to Complete a Task?

A timeline is typically established during the initial stages of client onboarding. This ensures the project stays on track and within budget. But how can you know that tasks are completed promptly? Unless task updates are automated, you really can’t.

Studies show that employees spend more than three hours per day doing manual, repetitive tasks that could be automated. When budgets are tight, a project manager can’t afford to have their team spend valuable time on low-impact tasks.

A high-performance team doesn’t spend valuable time manually updating spreadsheets or sorting through email threads for important task details. Instead, a 360-degree overview of the assigned tasks helps the project manager quickly scan open tasks and adjust resources when needed to complete tasks in the most efficient way possible.

 

Does Your Team Take Ownership of Assigned Tasks?

Today’s businesses need transparency to gain consumers’ trust, promote their brand, and increase sales.

73 percent of consumers will pay more for a product that shares complete transparency. Even more consumers (86 percent) will turn to a competitor if a company lacks transparency.

At GuideCX, we believe in a holistic view of project management. When one of our clients wanted to provide this, they loved how easy it is to use a centralized platform to send project updates, share comments, pull reports, and offer feedback.

So how can transparency elevate your team’s performance? You need to empower team members to take responsibility of assigned tasks. Do this by using a system that pairs accountability with autonomy. Your project manager can easily monitor task statuses. Stakeholders can see who’s handling specific tasks and reach out with questions or offer feedback directly on the project’s dashboard.

 

Do You Have an Effective Collaborative Strategy?

These days, collaboration has gone through a makeover. Studies show that 83 percent of employees rely on technology for collaboration. With more companies moving toward a hybrid workforce, digital project management platforms are becoming the standard for collaborating on projects.

 

Impactful collaboration isn’t limited to spending hours reaching out and waiting for responses to verify task statuses. Automated project management streamlines communication. Just imagine: With a click of a button, team members can send out projects for review and receive feedback all in one place. Not to mention automated reminders.

Research shows that digital collaboration can increase productivity by up to 30 percent. With automation, communication consists less of “When will that be finished?” and more of “Hey, team, we’re right on schedule. Let’s make this happen.”

 

Even a high-performance team has limited time to make a great impression on new clients. With the right tools, technology, and strategies, your customer success team can spend less time on administrative tasks. They can focus more on moving client onboarding forward by staying aligned on tasks, monitoring timelines, staying focused on assigned tasks, and collaborating with stakeholders to ensure a long-term relationship.

Peter Ord

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