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90 Minutes to Onboard Yourself in a Technical Role

90 Minutes to Onboard Yourself in a Technical Role

Kristen Gallagher

Onboard Yourself offers anyone who’s about to start a new role, whether at their current company or a new one, the tools needed to effectively onboard in their first 90 days. It’s an unfortunate fact that most companies don’t have great corporate onboarding, and even more lack functional onboarding specific to technical roles. Knowing the key behaviors, objectives, and milestones to reach and by when will help anyone onboarding into a technical role immediately show value and persistence. Knowing how to effectively onboard oneself also puts you in control of your career; rather than waiting for an overloaded manager to help you figure things out, you have the map you need to get started and get productive.

In just 90 minutes, you’ll get a template for onboarding into any technical role as well as the skills you need for getting up to speed faster, including managing up, internal networking, critical thinking, and more. We’ll even cover how to onboard if you’re switching teams and how to onboard as a new manager.

What you'll learn-and how you can apply it

By the end of this live, hands-on, online course, you’ll understand:

  • How to assess where you are and what you need to be successful in the first 90 days
  • How to ask the right questions of the right people - saving everyone time and helping you get up to speed quickly
  • How to find, understand, and update documentation to help you get the lay of the land

And you’ll be able to:

  • Tailor the “onboard yourself” template to your new role
  • Create an action plan for you and your manager
  • Determine milestones for success in the first 90 days

This training course is for you because...

  • You’re a technical employee who’s moving to a new role, internally or externally
  • You work with technical employees and you’d like to help them onboard better
  • You want to become a manager and you’d like to onboard your new hires well


  • You don’t need to have any prior knowledge to find this course useful, but it helps to have a clear purpose: if you’re hoping to onboard into a new job, this will be good for you! If you’re hoping to help a teammate onboard well, this will be good for you, too! If you’re a manager looking to onboard your new hires, this will also be good for you.
  • Suggested Learning beforehand: The importance of technical onboarding, training, and mentoring (Kate Heddleston)

Recommended preparation:

  • Review and begin working on this worksheet before class.
  • Review and begin working on this Job Tracker sheet before class.

Recommended follow-up:

About your instructor

  • Kristen Gallagher is an organizational strategies and learning designer. She is the founder and CEO of Edify, a learning strategy consultancy that solves people operations problems for growing companies. She has architected and delivered onboarding programs for companies bringing on just one person a quarter to 100+ people a quarter. Specializing in onboarding systems, manager development, and knowledge management, Gallagher delivers programs that are designed to evolve and scale with rapid changes. She brings over a decade of learning and development and business partnership experience to Edify.


The timeframes are only estimates and may vary according to how the class is progressing

Onboard Yourself (90 minutes)

  • Presentation: 20 mins - How does one onboard oneself, exactly?
    • Getting yourself ready to onboard - pre-Day 1
    • Self-Checking and Job Checking (what are your assets and where are your blind spots?)
  • Discussion: 5 mins - Where have you gotten hung up with onboarding in the past, and what can we learn from that?
  • Exercise: 5 mins - Onboarding Prep worksheet / discussion
  • Q&A: 5 mins

Components of Your Onboarding Plan (20 minutes)

  • Information to Gather and Understand
    • Technical
    • Process
    • Product
    • Professional Expectations
  • Finding the Right People
  • Exercise: 5 mins - Developing your own plan (live, using provided template)
  • Presentation: Managing Up and Managing Your Onboarding Experience (20 minutes)
    • Working With Your Manager
    • Getting the Right Information
    • Remote-First Onboarding Notes

Hotseat & Q&A:(10 minutes)

  • Time to workshop a specific question from an audience member or do a case study example