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Dr. Tom Tonkin
Onboarding in Healthcare
that Sticks: It's More Than
Just the Paperwork
Dr. Tom Tonkin
Principal, Change Management and
Transformation Thought Leadership
& Advisory Services
Dr. Tonkin is an executive in Professional Services and
Software Sales arena and has over 25 years of business and
technology experience. Prior to joining CSOD, Dr. Tonkin was
the CEO and Co-Founder of the Sales Conservatory where he
specialized in helping sales leaders that have revenue
generation responsibility between $5M and $1B and are looking
for a trusted advisor to guide them to materially increase
revenue . He spent 19 years of his career at Oracle Corporation
as the Senior Director of the Sales Performance Group in
Oracle’s Global Sales Academy. Dr. Tonkin is also a speaker at
leadership and business conferences where he also presents
throughout the year.
Thank You to All of Our
Attendees!
First the importance of
Onboarding…
But, I think we forgot what
onboarding is
So, sit back for a story
Moving from
Professional Socialization to Professional Skills
Company
Story
Sales
Skills
Generating
Revenue
Current 6 Months Later
Moving from
Professional Socialization to Professional Skills
Institutional
Socialization
Advanced
Clinical
Skills
Patient Satisfaction
Current 6 Months Later
Onboarding = Organizational Socialization
“Organizational socializing or onboarding, is a
process through which new employees move from
being organizational outsiders to becoming
organizational insiders”. (Bauer and Erdogna, 2011)4
“The evidence of true learning is when a learner
moves from a current state to a desired state.”(Tonkin,
2015)
Onboarding Components
11
Onboarding
Socialization Learning
Today’s Presentation eBook
Summary Process Model of Socialization4
12
Once receptive, they will adopt their job faster
and with higher levels of quality
1. Utilize new hire or cohort portals to speed up the time
to productivity
• Centralize all hiring information
• Assign relevant training
• Introduce Organizational Culture
• Maintain HIPPA and Additional Compliance
2. Set goals an expectations early with managers
• Discuss goals with Managers
• Develop Metrics to measure progress
• Make performance (competency) evaluations frequent
• Provide Coaching
3. Boost access to an LMS to increase skills and
competencies
• Offer multi-purpose training initiatives
• Make learning mobile friendly
• Embrace Collaborate Learning
13
Organizational Efforts4
• Socialization Tactics
• Formal Orientations
• Recruitment/Realistic previews
• Organizational Insider
14
Socialization Tactics
• Team meetings
• Social Gatherings or rituals
• Formal and Informal
UCLA Health
• Early onboarding activities focus on establishing
clear communication and building trust - Ropes
Course
• Day-long activity for incoming Resident classes
• Emphasis on teamwork and problem-solving
15
Formal Orientations
• Structured Process
• The journey is just as important and the destination
• Institution Goals and History
• F2F
16
Recruitment/Realistic previews
• Recruitment Events
• Job previews (even if its 2-3 years from now)
• Provide Accurate Information
• Senior Assisted Living Provider
• Operational Meeting
• Job Fair
• Major Projects through out the entire company
17
Organizational Insider
Preceptor/Coach/Mentor
• Who should be a preceptor?
• Evidence-based practice
• Critical thinkers
• Are they the right person?
• Formal Champion
• Penn State Hershey Medical Center5
• Steve and Katrina Greer (Angie)
• Mentorship changes lives
• Fully Educated = Fully Comfortable
18
Summary Process Model of Socialization
19
Q & A
Thank you for your time!
End Notes
1 https://www.healthecareers.com/article/healthcare-news/staff-
turnover
2 http://www.theatlantic.com/health/archive/2016/02/nursing-
shortage/459741/
3 http://www.beckershospitalreview.com/human-capital-and-risk/how-
5-health-systems-are-recruiting-retaining-nurses-during-an-rn-
shortage.html
4 Bauer, T. N., & Erdogan, B. (2010). Organizational socialization:
The effective onboarding of new employees. In S. Zedeck, H.
Aguinis, W. Cascio, M. Gelfand, K. Leung, S. Parker, & J. Zhou
(Eds.). APA Handbook of I/O Psychology, Volume III, pp. 51-64.
Washington, DC: APA Press
5 Cornerstone Client Story: Penn State Hershey Medical Center.
(2015). Retrieved September 21, 2016, from
https://www.youtube.com/watch?v=c1HsVpXoP4Y

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Onboarding in Healthcare that Sticks: It's More Than Just the Paperwork

  • 1. Dr. Tom Tonkin Onboarding in Healthcare that Sticks: It's More Than Just the Paperwork
  • 2. Dr. Tom Tonkin Principal, Change Management and Transformation Thought Leadership & Advisory Services Dr. Tonkin is an executive in Professional Services and Software Sales arena and has over 25 years of business and technology experience. Prior to joining CSOD, Dr. Tonkin was the CEO and Co-Founder of the Sales Conservatory where he specialized in helping sales leaders that have revenue generation responsibility between $5M and $1B and are looking for a trusted advisor to guide them to materially increase revenue . He spent 19 years of his career at Oracle Corporation as the Senior Director of the Sales Performance Group in Oracle’s Global Sales Academy. Dr. Tonkin is also a speaker at leadership and business conferences where he also presents throughout the year.
  • 3. Thank You to All of Our Attendees!
  • 4. First the importance of Onboarding…
  • 5.
  • 6. But, I think we forgot what onboarding is
  • 7. So, sit back for a story
  • 8. Moving from Professional Socialization to Professional Skills Company Story Sales Skills Generating Revenue Current 6 Months Later
  • 9. Moving from Professional Socialization to Professional Skills Institutional Socialization Advanced Clinical Skills Patient Satisfaction Current 6 Months Later
  • 10. Onboarding = Organizational Socialization “Organizational socializing or onboarding, is a process through which new employees move from being organizational outsiders to becoming organizational insiders”. (Bauer and Erdogna, 2011)4 “The evidence of true learning is when a learner moves from a current state to a desired state.”(Tonkin, 2015)
  • 12. Summary Process Model of Socialization4 12
  • 13. Once receptive, they will adopt their job faster and with higher levels of quality 1. Utilize new hire or cohort portals to speed up the time to productivity • Centralize all hiring information • Assign relevant training • Introduce Organizational Culture • Maintain HIPPA and Additional Compliance 2. Set goals an expectations early with managers • Discuss goals with Managers • Develop Metrics to measure progress • Make performance (competency) evaluations frequent • Provide Coaching 3. Boost access to an LMS to increase skills and competencies • Offer multi-purpose training initiatives • Make learning mobile friendly • Embrace Collaborate Learning 13
  • 14. Organizational Efforts4 • Socialization Tactics • Formal Orientations • Recruitment/Realistic previews • Organizational Insider 14
  • 15. Socialization Tactics • Team meetings • Social Gatherings or rituals • Formal and Informal UCLA Health • Early onboarding activities focus on establishing clear communication and building trust - Ropes Course • Day-long activity for incoming Resident classes • Emphasis on teamwork and problem-solving 15
  • 16. Formal Orientations • Structured Process • The journey is just as important and the destination • Institution Goals and History • F2F 16
  • 17. Recruitment/Realistic previews • Recruitment Events • Job previews (even if its 2-3 years from now) • Provide Accurate Information • Senior Assisted Living Provider • Operational Meeting • Job Fair • Major Projects through out the entire company 17
  • 18. Organizational Insider Preceptor/Coach/Mentor • Who should be a preceptor? • Evidence-based practice • Critical thinkers • Are they the right person? • Formal Champion • Penn State Hershey Medical Center5 • Steve and Katrina Greer (Angie) • Mentorship changes lives • Fully Educated = Fully Comfortable 18
  • 19. Summary Process Model of Socialization 19
  • 20. Q & A
  • 21. Thank you for your time!
  • 22. End Notes 1 https://www.healthecareers.com/article/healthcare-news/staff- turnover 2 http://www.theatlantic.com/health/archive/2016/02/nursing- shortage/459741/ 3 http://www.beckershospitalreview.com/human-capital-and-risk/how- 5-health-systems-are-recruiting-retaining-nurses-during-an-rn- shortage.html 4 Bauer, T. N., & Erdogan, B. (2010). Organizational socialization: The effective onboarding of new employees. In S. Zedeck, H. Aguinis, W. Cascio, M. Gelfand, K. Leung, S. Parker, & J. Zhou (Eds.). APA Handbook of I/O Psychology, Volume III, pp. 51-64. Washington, DC: APA Press 5 Cornerstone Client Story: Penn State Hershey Medical Center. (2015). Retrieved September 21, 2016, from https://www.youtube.com/watch?v=c1HsVpXoP4Y