• #861: Onboarding Effectively (and Using Your Team to Do So)

  • Jul 10 2024
  • Duración: 27 m
  • Podcast

#861: Onboarding Effectively (and Using Your Team to Do So) Por arte de portada

#861: Onboarding Effectively (and Using Your Team to Do So)

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  • Tiff and Dana walk through what onboarding is, and how to utilize your team to update and carry out the methods. The consultants touch on how to prioritize the onboarding schedule, what often is missed in the onboarding process, and why it’s so critical to be systems-dependent instead of people-dependent. Episode resources: Reach out to Tiff and Dana Sign up for our FREE Monthly CE Webinar Watch DAT Podcasts on YouTube Practice Momentum Group Consulting Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast Transcript: The Dental A Team (00:00.174) Hello, Dental A Team. We are so excited to be here with you today. I have Dana with me. She is my favorite person for this kind of topic. She's my favorite person to podcast with. Don't tell everybody else that, but I love podcasting with you, Dana. So thank you for being here, Dana. I'm going to pick your brain a ton on this subject. So I'm super excited. How are you today? I'm doing good. Excited to be here. I love the podcast. You know what, Tif? I will be honest to say podcasting was always something that made me super nervous in the beginning. And I've grown to love it so much. And part of that is because I get to do it with you. thank you. I appreciate that. I really do enjoy it. I think I love getting my time in with you. And this is the best way that we can do it in our virtual company right now. So I love it. Thank you. All right, Dana, today we are talking about some onboarding tips, which I think we have talked about this a lot. We just said that. We talked about onboarding a lot this year. There's a lot of podcasts that have gone out on onboarding or building out your operations manual. But today I kind of wanted to spin it. We won't take a whole super long time kind of diving into the operations manual side of it. But I really wanted to spin it today and talk. about some systems that you've used Dana for practices. And I say this every time Dana is my operations manual guru. So I lean on you pretty heavily. I want to talk about first, I want to define onboarding. Number one, like what is it? What is it not? And then number two, I really want to talk about how we can utilize the team to effectively update onboarding and really carry it out because I think leadership or doctors like they get a little stressed out about it. And I sometimes wonder if it's because we feel the weight of the new hire on us and we think we have to do everything. And it's just not always the case. So first, Dana, what would you define onboarding a team member into a dental practice as? Yeah, I think onboarding is the complete process of bringing on a new team member and training them from start to finish on all of their tasks, their job responsibilities, their job descriptions. The Dental A Team (02:16.238) and culture pieces in the practice. So I always want to include that mission, the vision, the core values and onboarding them culturally too. And it includes all of the HR pieces. So are they attached to their benefits? Have we done their employment eligibility? All of those pieces are included in onboarding. Yeah, totally, totally. And I think you said like the successful part of it, right? And that really truly means within that onboarding time period, whatever you choose that to be, we typically will say like a 30, 60, 90, so you have a 90 day onboarding protocol. But whatever that length of time is, that person, whoever it is that's onboarding, whatever position it is, should be able to carry out 80 at the low end, but I would say at least 90 % of that position's duty and be able to carry the KPIs that go along with that position to success. So successfully onboarding, Like you, I love that word because it really, it really pulls out the trigger point of the onboarding. Cause I think often, well, number one in dentistry, how do we, how do we typically onboard? We're like, my gosh, you're a dental assistant. Fantastic. You have two weeks of experience. It's totally fine. Don't worry. Go sit in that room and he'll tell you what to do. You're going to be totally fine. Cause I've got five patients I need to go work with. So bye. It's just like, it's just training by fire and. Sometimes it works and oftentimes it really doesn't. And I think you said something in your definition about culture and core values. And I think that right there creates a culture. I think it creates a culture of having to move too fast for one, like this rush, this sense of rush. And I think it creates a culture of not always getting the support. that you might want or need and it can make someone feel that I'm just like surmising and making assumptions, but I can only assume that it could make someone feel a little less than, like inadequate because they're like, I'm supposed to know these things, but I don't. So successful onboarding, I love that. Dana, what do you define for your clients that you do this with? How do you ...
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