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Manager Onboarding: 6 Best Practices to Perfect the Process for New Leaders

Explore 6 powerful best practices for manager onboarding to equip new leaders with essential skills, clear expectations, and solid relationships from day one.

Headshot of the author, Dhruv Mehta

by Dhruv Mehta, Content Marketing Consultant @ Clickass.io - December 4th, 2024

For new managers, onboarding is that vital moment when they transition from team player to team leader, setting the tone for their entire journey.

Manager onboarding is a powerful opportunity to shape the future of a team—and, ultimately—the company’s success. When done correctly, it gives new leaders the opportunity to succeed in the long term, improve team relationships, and maintain a thriving company culture.

So, what does it take to onboard new managers successfully? 

Buckle up to take a look at the best practices that ensure the new managers aren't just surviving but thriving!

What is Manager Onboarding?

Manager onboarding is the process of efficiently integrating new leaders into their roles and helping them understand their responsibilities, teams, and organizational goals. It goes beyond a basic orientation.

It helps managers prepare to lead, communicate effectively, and make important decisions right from the start. With tailored onboarding experiences, managers can develop a deep understanding of company culture, expectations, and the tools needed to manage teams effectively.

In simpler terms, new leader onboarding sets the stage for success in leadership, allowing newly appointed managers to mold smoothly into their roles and make impactful contributions early on.

Why is Manager Onboarding Important?

Just think of handing the keys to a high-performance sports car to someone who's only driven a scooter before. That’s exactly what happens when organizations overlook proper manager onboarding.

Investing in manager onboarding is imperative because managers are not just leading; they are transforming the future of entire teams. Without correct onboarding, new leaders might feel disoriented and make flawed decisions that can have lasting effects.

Onboarding helps managers build a strong base, making sure they fit in with the company's culture and goals. 

A well-organized onboarding process also prepares managers to lead effectively, boosting team spirit, productivity, and employee happiness.

Research has found that a poorly onboarded manager is more likely to leave within the first 18 months, taking with them not only their leadership potential but also company knowledge, employee trust, and team unity. 

Therefore, companies that prioritize onboarding for managers see stronger leadership results, greater retention rates, and a more engaged workforce.

6 Best Practices for Manager Onboarding

New manager onboarding needs to go beyond introductions and welcome emails to truly prepare new leaders for success. It’s about equipping them with the right tools, knowledge, and confidence to lead effectively from day one.

Here are six best practices that will ensure a seamless and impactful manager onboarding process.

1. Define Clear Expectations and Objectives Early On

When a new manager steps into their role, it's key to define clear expectations and objectives right from the start. It’s not enough to say, "Lead your team." Instead, the company should outline both immediate and long-term goals. 

In the first week, new managers should be briefed on key performance indicators (KPIs) and what success looks like in their role.

Long-term, they need to understand how their leadership can align with broader company goals. By setting clear milestones, new managers can map their journey. This clarity enables them to lead with purpose, confidently setting their teams on the right path.

Studies show that managers who have clearly defined objectives are 42% more likely to achieve their goals. When everyone knows what’s expected, the road ahead feels less daunting, and leadership becomes a shared mission, not a solitary challenge.

2. Provide Leadership-Specific Training

Effective managers aren’t born—they’re trained. 

New leaders need leadership-specific training that guides them in managing different individuals and integrates the organization’s values into their leadership style.

This training should cover areas like dispute resolution, team motivation, and performance management while weaving in the company’s culture. Furthermore, it is important to include soft skills like emotional intelligence and adaptability in the curriculum.

When new managers undergo this comprehensive training, they evolve from handling tasks to becoming influential leaders. 

Through practical exercises, simulations, and case studies, companies can cultivate leaders who don’t just react—they inspire, solve problems, and lead with vision.

3. Assign an Executive or Senior Mentor

Pairing a new manager with a senior mentor is one of the most impactful things a company can do. Mentors offer insights that no handbook can. 

By assigning an executive or senior mentor, companies provide new managers with a trusted guide who has walked the same path.

This mentor can help navigate company politics, offer leadership advice, and share key learnings that can accelerate the onboarding process. 

The mentor-mentee relationship also fosters peer guidance. It helps the new manager feel supported and opens a channel for honest conversations about challenges and growth.

Research shows that 75% of managers with a mentor believe that their companies provide them with excellent opportunities to advance their careers. 

Ultimately, mentorship builds a bridge between theoretical knowledge and real-world application, ensuring that new managers feel grounded in their leadership journey.

4. Facilitate Relationship Building with Teams

When new managers come on board, facilitating relationship-building with their teams is vital. Effective leaders are connected with the people they lead. 

Companies should encourage early, informal meet-and-greets, team-building activities, and transparent feedback loops. These early interactions help establish trust and create a comfortable space for collaboration.

Building strong relationships allows managers to understand the strengths, motivations, and challenges of their team members. 

When teams feel connected to their leaders, they are more likely to offer open feedback, which fosters a sense of belonging and mutual respect. This step can turn managers into the glue that holds teams together.

5. Encourage Managers to Build Their Personal Brand

Every manager brings a unique style to leadership. Effective onboarding management encourages new leaders to build their personal brand early on. 

Whether it's through thought leadership, internal projects, or taking the lead in innovation, new managers need to identify their strengths and cultivate their leadership persona.

Personal branding allows managers to define their value not just to the company but also to their teams and colleagues. A strong personal brand is about consistency in values, actions, and communication, which in turn builds trust and credibility within the organization.

6. Implement Feedback Mechanisms from the Start

From the day a manager joins the office, they should know that feedback will be the basis of their journey. Enforcing feedback mechanisms early builds a culture of openness and continuous improvement. 

This could comprise periodic one-on-one check-ins, team surveys, and 360-degree feedback sessions.

Setting up these channels allows new managers to course-correct as required while also ensuring that their teams feel heard. 

Feedback isn’t just about resolving issues; it’s a strong medium for growth. When feedback gets intertwined with the onboarding process, managers are better equipped to lead, learn, and adjust.

7. Integrate Nonprofit Leadership Training into Onboarding

For managers stepping into leadership roles within nonprofit or faith-based organizations, integrating church leadership training or nonprofit leadership principles can be essential.

Nonprofits or church leaders often face multiple challenges, from managing volunteers to aligning team goals with mission-driven objectives. 

By including training in these areas, organizations equip new managers with the understanding needed to lead compassionately, foster community engagement, and drive meaningful impact.

Common Pitfalls in Manager Onboarding and How to Avoid Them

Sometimes, even well-meaning onboarding procedures can run into problems. To help new managers avoid issues, it's crucial to know about common mistakes and how to avoid them successfully.

Let’s explore one of the most common pitfalls that one must avoid during the manager’s early days:

  • Lack of Digital Literacy or Support for Communication Tools

In today’s technologically driven workplace, managers must remain well-versed in the tools that keep the company running. 

One of the most common pitfalls in manager onboarding is the assumption that new leaders will automatically know how to use essential communication tools.

During onboarding, ensure new managers are provided with proper guidance on digital platforms. 

This can include instructions on setting up professional email communication, such as adding an email signature in Outlook and mastering project management software. Learning what is a DMARC policy is also crucial for ensuring email security and authenticity.

Offering step-by-step tutorials or pairing them with tech-savvy mentors can make this process smoother. Digital literacy is non-negotiable, and new managers should feel confident navigating their virtual toolset.

Conclusion

A well-crafted manager onboarding process is essential for shaping the leaders of tomorrow. By following best practices like setting clear expectations, offering leadership-specific training, and facilitating meaningful relationship-building, companies can empower new managers to thrive.

Mentorship, personal branding, and early feedback mechanisms further refine their leadership style. Avoiding pitfalls like digital illiteracy ensures smooth transitions. 

Ultimately, new leader onboarding isn’t just a one-time process—it’s the foundation for sustained leadership success.

A thoughtfully onboarded manager leads with confidence, nurtures strong teams, and drives the company toward long-term success. After all, a well-onboarded manager isn’t just good for their team—they’re an asset to the entire organization.

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