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Onboarding
Developers on a full
remote environment
Jônatas Paganini
@jonatasdp
https://ideia.me
1
What is onboarding?
2
3
What full remote
means?
4
No office, no where.
The Bootcamp team
The team that support newcomers during their first month.
● Dozens of people per month
● Back end, Front end, QA, TL, EM
5
Context:
What is my legacy?
What legacy will you leave at your company?
6
Onboarding Guidelines
Why, values, objectives and practices
7
WHY
● To scale newcomers ramp up in their team
and role.
● To encourage newcomers autonomy.
● To mentor newcomers on demand. Focus
on their weakness.
● To empower newcomers expertise and
align interests with the company initiatives.
● To connect newcomers with the right
people.
● To retain people: the first months are
crucial to make the employee engaged and
happy at work.
8
Onboarding Values
Self-onboarding
On-demand learning
Continuous improvement
Minimize negative feedback
9
Self-boarding: Everybody is
asynchronous because
of the nature of the
remote work.
10
Self-boarding: Every task
needs proactivity to
reach the objective.
11
Self-boarding: Everything is
supposed to be easy to
go through and achieve
the goal.
12
On-demand learning: You need
to know our values
and how we work
with our tools.
13
On-demand learning: Avoid
spending time learning
things ahead of time.
Skip or postpone them.
14
On-demand learning: Make sure
you understand the
big picture
15
On-demand learning: Rely on
contextual learning and
go deeper in their
specialties to leverage the
effort in any task.
16
Continuous improvement: Use critical
thinking to improve the
onboarding process
with every newcomer
feedback. 17
Continuous improvement: Run
retrospectives weekly
and keep an open mind
to new ideas. 18
Continuous improvement: If you find
something incomplete or
incorrect, fix it to help the next
generation of newcomers to
avoid having the same
problem. 19
Minimize negative feedback: Focus on
newcomers positive
experience instead of
negative.
20
Minimize negative feedback: We try to
focus on action points,
believing everybody that join
the company is intended to
give their best.
21
Minimize negative feedback: The
onboarding process exists to
explore their best and ramp
up their knowledge in the
company context.
22
Minimize negative feedback: Work with
newcomers to refine their
learning path for areas they
need to improve on and help
them prioritize instead of
being too critical.
23
Minimize negative feedback: Positive
feedback allows newcomers to
make progress and open a space to
alignment with company practices,
while negatives should be
perceived as "more to learn" rather
than them being unsuccessful.
24
Minimize negative feedback: It's
unavoidable that the first days
are mind-blowing for the
newcomer due to the immense
flow of the information and
people to contact with.
25
Minimize negative feedback: Minimize
does not mean neglect
their mistakes or
overlook their actions.
26
Minimize negative feedback: Newcomers are
carving their space in the company
and highlighting their positive
actions will encourage them to
own more initiatives that they
get interested in.
27
Minimize negative feedback: When they
show some real proof of
work, it will be easy to have a
substantial feedback based
on real examples.
28
Onboarding Objectives
● Timeline
● Checkpoints
● Custom Experience
29
Timeline
● What is expected in the first day?
● What should they know in the first week?
● What are they going to deliver in the first month?
30
Checkpoints
List who is going to check what
topics with the newcomer and align
the expectations in the related
subject.
31
Custom experience
Every newcomer is
encouraged to utilize their
expertise and raise the bar
for the most painful areas.
32
Onboarding Practices
● Connect key-people
● Strategic Meetings
● Define achievements
● Prepare the backlog
● Avoid deadlines
● Encourage goals
● Knowledge sharing
33
Onboarding procedure
Task Objective
Invite and grant access to our tools Slack, Github, and other tools that need invite.
Stalk newcomers’ life Review and analyze interviewing notes and online profile.
Send the “domain and interests”
survey
Know more about newcomer domain and interests. The domain
allow to extract the focus of training and the interests help to
guide the newcomer to initiatives that matches with what he is
interested in.
Schedule 1:1 Schedule 1:1 with newcomer to confirm the direction of the
onboarding.
34
Connect key-people
● Team Intro (warming welcome)
● 1-1 with the mentor
● Suggest key teammates grouped by subject
35
Encourage goals
● Align goals with weeks and days
● They always have extra work to do
○ Training materials
○ Setup machine
○ Company wide duties
36
Strategic meetings
Who What When
Team Lead 1:1 meeting First day, every two weeks
Team Lead or Back End Developer Code base walkthrough Second Week
Back End Developer or QA CI overview Second Week
Product Manager KPIs and Product Scope Third Week
Scrum Master or Team Lead Team Process Second Week
Team Lead Exit onboarding interview Fourth Week
37
Define Achievements
● Map topics and skills required.
● Classify mandatory/optional topics.
● Relate what tasks covers what process.
● Provide material to support each topic.
38
Prepare the backlog
Task Objective
Exciting hands-on with the mentor In this work, the mentor starts, and the newcomer finishes the task.
Encourage newcomers’
independency
Work closely to the mentor, aligning quality expectations.
Introduce complex task gradually Progressively involve more challenge and key aspects of the
team/role responsibilities
39
Avoid dead-lines:
● Focus on the learning not in the
delivery.
● The deliverable is get ready to work.
● Choose very low priority tasks.
40
How to onboard
more people at
the same time?
41
Scale
● People are different.
● Each newcomer joins a different team.
● Each team has its own needs and
requirements.
42
Autonomy
● Trust newcomers.
● Guide them to create an
onboarding plan.
● Give them time to shine
43
● Everything should be documented
● All repeatable info can be training material
(videos, assessments)
● Track and estimate time for every content
● Choose the proper media for each kind of
content (do not force putting everything in
videos)
● Slides are boring
Content strategies
How to learn what?
44
The Bootcamp onboarding suggestion
● Participate in regular company wide
training sessions
● Setup our main project using our
installation guide
● Pair with a mentor in your first task
● Open your first Pull Request
First week
● Your computer ready to work
● First PR open
● You pass in the assigned courses
● Get familiar with our development
workflow
Expected outcome
45
The Bootcamp onboarding suggestion
● Finish online training materials
● Get familiar with our CI
● Start reviewing code
Second week
● First PR merged
● Finished the training materials
● Is familiar with our CI and complete
your-role course
● Interact with at least one PR from
another person
Expected outcome
46
● Overwhelm newcomers with content is
not good (embrace ondemand learning instead)
● Newcomers can mentor newcomers (not
always)
● Newcomers can promote sharing
sessions in the place of the mentors (not
always)
● Newcomers can do small touring in the
company teams and understand how the
teams works (not always)
Real Life Stories
47
What is my legacy?
What legacy will you leave at your company?
48
Questions?
Jônatas Paganini
@jonatasdp
https://ideia.me
49

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Onboarding developers on a ful remote environment

  • 1. Onboarding Developers on a full remote environment Jônatas Paganini @jonatasdp https://ideia.me 1
  • 3. 3
  • 4. What full remote means? 4 No office, no where.
  • 5. The Bootcamp team The team that support newcomers during their first month. ● Dozens of people per month ● Back end, Front end, QA, TL, EM 5 Context:
  • 6. What is my legacy? What legacy will you leave at your company? 6
  • 7. Onboarding Guidelines Why, values, objectives and practices 7
  • 8. WHY ● To scale newcomers ramp up in their team and role. ● To encourage newcomers autonomy. ● To mentor newcomers on demand. Focus on their weakness. ● To empower newcomers expertise and align interests with the company initiatives. ● To connect newcomers with the right people. ● To retain people: the first months are crucial to make the employee engaged and happy at work. 8
  • 9. Onboarding Values Self-onboarding On-demand learning Continuous improvement Minimize negative feedback 9
  • 10. Self-boarding: Everybody is asynchronous because of the nature of the remote work. 10
  • 11. Self-boarding: Every task needs proactivity to reach the objective. 11
  • 12. Self-boarding: Everything is supposed to be easy to go through and achieve the goal. 12
  • 13. On-demand learning: You need to know our values and how we work with our tools. 13
  • 14. On-demand learning: Avoid spending time learning things ahead of time. Skip or postpone them. 14
  • 15. On-demand learning: Make sure you understand the big picture 15
  • 16. On-demand learning: Rely on contextual learning and go deeper in their specialties to leverage the effort in any task. 16
  • 17. Continuous improvement: Use critical thinking to improve the onboarding process with every newcomer feedback. 17
  • 18. Continuous improvement: Run retrospectives weekly and keep an open mind to new ideas. 18
  • 19. Continuous improvement: If you find something incomplete or incorrect, fix it to help the next generation of newcomers to avoid having the same problem. 19
  • 20. Minimize negative feedback: Focus on newcomers positive experience instead of negative. 20
  • 21. Minimize negative feedback: We try to focus on action points, believing everybody that join the company is intended to give their best. 21
  • 22. Minimize negative feedback: The onboarding process exists to explore their best and ramp up their knowledge in the company context. 22
  • 23. Minimize negative feedback: Work with newcomers to refine their learning path for areas they need to improve on and help them prioritize instead of being too critical. 23
  • 24. Minimize negative feedback: Positive feedback allows newcomers to make progress and open a space to alignment with company practices, while negatives should be perceived as "more to learn" rather than them being unsuccessful. 24
  • 25. Minimize negative feedback: It's unavoidable that the first days are mind-blowing for the newcomer due to the immense flow of the information and people to contact with. 25
  • 26. Minimize negative feedback: Minimize does not mean neglect their mistakes or overlook their actions. 26
  • 27. Minimize negative feedback: Newcomers are carving their space in the company and highlighting their positive actions will encourage them to own more initiatives that they get interested in. 27
  • 28. Minimize negative feedback: When they show some real proof of work, it will be easy to have a substantial feedback based on real examples. 28
  • 29. Onboarding Objectives ● Timeline ● Checkpoints ● Custom Experience 29
  • 30. Timeline ● What is expected in the first day? ● What should they know in the first week? ● What are they going to deliver in the first month? 30
  • 31. Checkpoints List who is going to check what topics with the newcomer and align the expectations in the related subject. 31
  • 32. Custom experience Every newcomer is encouraged to utilize their expertise and raise the bar for the most painful areas. 32
  • 33. Onboarding Practices ● Connect key-people ● Strategic Meetings ● Define achievements ● Prepare the backlog ● Avoid deadlines ● Encourage goals ● Knowledge sharing 33
  • 34. Onboarding procedure Task Objective Invite and grant access to our tools Slack, Github, and other tools that need invite. Stalk newcomers’ life Review and analyze interviewing notes and online profile. Send the “domain and interests” survey Know more about newcomer domain and interests. The domain allow to extract the focus of training and the interests help to guide the newcomer to initiatives that matches with what he is interested in. Schedule 1:1 Schedule 1:1 with newcomer to confirm the direction of the onboarding. 34
  • 35. Connect key-people ● Team Intro (warming welcome) ● 1-1 with the mentor ● Suggest key teammates grouped by subject 35
  • 36. Encourage goals ● Align goals with weeks and days ● They always have extra work to do ○ Training materials ○ Setup machine ○ Company wide duties 36
  • 37. Strategic meetings Who What When Team Lead 1:1 meeting First day, every two weeks Team Lead or Back End Developer Code base walkthrough Second Week Back End Developer or QA CI overview Second Week Product Manager KPIs and Product Scope Third Week Scrum Master or Team Lead Team Process Second Week Team Lead Exit onboarding interview Fourth Week 37
  • 38. Define Achievements ● Map topics and skills required. ● Classify mandatory/optional topics. ● Relate what tasks covers what process. ● Provide material to support each topic. 38
  • 39. Prepare the backlog Task Objective Exciting hands-on with the mentor In this work, the mentor starts, and the newcomer finishes the task. Encourage newcomers’ independency Work closely to the mentor, aligning quality expectations. Introduce complex task gradually Progressively involve more challenge and key aspects of the team/role responsibilities 39
  • 40. Avoid dead-lines: ● Focus on the learning not in the delivery. ● The deliverable is get ready to work. ● Choose very low priority tasks. 40
  • 41. How to onboard more people at the same time? 41
  • 42. Scale ● People are different. ● Each newcomer joins a different team. ● Each team has its own needs and requirements. 42
  • 43. Autonomy ● Trust newcomers. ● Guide them to create an onboarding plan. ● Give them time to shine 43
  • 44. ● Everything should be documented ● All repeatable info can be training material (videos, assessments) ● Track and estimate time for every content ● Choose the proper media for each kind of content (do not force putting everything in videos) ● Slides are boring Content strategies How to learn what? 44
  • 45. The Bootcamp onboarding suggestion ● Participate in regular company wide training sessions ● Setup our main project using our installation guide ● Pair with a mentor in your first task ● Open your first Pull Request First week ● Your computer ready to work ● First PR open ● You pass in the assigned courses ● Get familiar with our development workflow Expected outcome 45
  • 46. The Bootcamp onboarding suggestion ● Finish online training materials ● Get familiar with our CI ● Start reviewing code Second week ● First PR merged ● Finished the training materials ● Is familiar with our CI and complete your-role course ● Interact with at least one PR from another person Expected outcome 46
  • 47. ● Overwhelm newcomers with content is not good (embrace ondemand learning instead) ● Newcomers can mentor newcomers (not always) ● Newcomers can promote sharing sessions in the place of the mentors (not always) ● Newcomers can do small touring in the company teams and understand how the teams works (not always) Real Life Stories 47
  • 48. What is my legacy? What legacy will you leave at your company? 48