Onboarding Deck.
Onboarding Deck.
Role and Duration.
UX Lead | Zonar Systems
Slide Deck Design
Deck Components - Summary
There are two main components of the deck summary:
A table of contents for the onboarding deck
A timeline of all of the documented UX initiatives
Outcomes:
Table of Contents - This equips the user to easily discover information when they need to track it down quickly. This is often necessitated from the high-pressure environment from being hastily shuffled into a new role on a new team.
Timeline - This gives useful context for the user that they can refer to easily.
Presentation Components - Current UX Initiatives + Artifacts
There were two main components of the Current UX Initiatives pages:
Table of Contents by Product
High-Level Project Overviews - These are composed of a summary of 1) learnings, 2) current action being taken, 3) proposed next steps, and 4) links to any relevant files.
Outcomes:
Table of Contents - Equips the user to find specific overviews of products if they need additional context not found in the deck summary.
High-Level Project Overviews - Gives the user access to more granular information about specific projects and equips new product management with the ability to weigh the details of a given project as they determine priority.
Presentation Components - Archive
The make up of the “Archive” section mirrors the “Current Initiatives” section with the following categories:
List of Past Initiatives
Project Overviews (frequently more detailed the current than the overviews of current projects)
Outcome:
List of Past Initiatives - This gives new users useful context about the timeline of past projects, without bombarding them with superfluous details.
Project Overviews - This equips users with the ability to understand the overall direction of the UX initiatives on the team outside of the projects that are currently in the works. This is useful in 1) preventing inspiration for rework (if it already exists the team shouldn’t be working on it, but if a new collaborator doesn’t have context for what has already been completed), and 2) give them vision for any areas of redirection (giving new collaborators with context relevant to past projects can empower them to notice blindspots that longer-term collaborators haven’t noticed.)
Presentation Components - Thank You.
Finding one’s self placed on a new team with little context can be disruptive. Your new co-workers deserve recognition for their adaptability.
Outcome: Encouraged co-workers and strong allies.
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There was an abrupt shift of head cover at my company last month, which resulted in new collaborators in the product management and dev management areas on our product team. This resulted in a lack of direction for product initiatives and put the new co-workers in a confusing and high-stress position.
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I spent the first week with my new co-workers documenting my current and past UX initiatives with summaries of the results and potential next steps of each project. This equipped my co-workers with useful context and clear direction as they began stepping into their leadership roles for our team.
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Completed: Per the request of our UX Manager of Processes, I created a template based on my onboarding deck for my other co-workers to use.
Supporting new co-workers as they ramp-up onto our team’s products and UX initiatives.
November 2023
Overview.
Final Thoughts.
Final Thoughts.
Next Steps.
Design an unbranded version of this template to share on my portfolio.
Lessons Learned.
Some co-workers will want this resource to dig deep into early on in their onboarding process.
Some co-workers will prefer to use this resource ad hoc.