Induction for new communications team members

It’s been a hectic few months recently as I’ve been doing three jobs at once after two members of my team relocated to London for great new jobs.

After recruiting to fill their vacant posts and with an expansion of my team on the horizon I wanted to organise a coherent induction programme for anyone joining my team.

We have a standard induction checklist created by our HR team covering the basics but I wanted something more comprehensive and communications-focused for my team that would:

  • allow new people to work through some things at their own pace
  • give them a sense of what they’d be learning about
  • allow us both to keep track of progress
  • remind me what I need to cover
  • be easy to customise for different roles

I remembered a great article Trello had shared about how they onboard their new employees (for the record, onboarding is my new favourite communications thing to be interested in).

“Like all first impressions, you only have one shot to get it right. The first week is the time to be as thorough as possible, for both logistics as well as intangibles. Important information that falls through the cracks or isn’t conveyed properly means that employees’ knowledge bases are inconsistent.”

Trello is a super cool list/organisation system. It’s hard to explain but their website does it better than I could. We already use Trello to track work in the communications department and for various other bits and pieces so it seemed like a great option for induction.

Setting up my induction template

I borrowed some of the layout and content ideas from their new hire onboarding example board to create my induction template.

My board is divided into lists for before someone starts, their first day/week/fortnight/month and optional extras. Each card (an item on the list) has links to relevant information/documents and checklists where suitable. We can both add comments to cards if we want to make a note of something in particular.

I’ve used labels to allow cards to be filtered by things I need to do, things the new person can do themself, things we’ll discuss together and things I’ll need to show them. This means they’ve got lots of little things they can do themself during those first few days when they’re still getting to grips with things. It gives them some control rather than having to wait around for instructions and information.

Once a card has been completed they can drag it to the ‘done’ list – always a satisfying feeling! By subscribing to the board I get notifications when they’ve done each bit so I can keep an eye on how things are going.

I created an induction board as a template that I can easily copy for new members of staff then customise by adding, amending or removing cards depending on their role.

My communications induction checklist

I thought I’d share the items on my list as I couldn’t find a similar list. I’d love to hear your ideas for anything I should add.

Before their first day

  • Contact the new person – get paperwork and payroll information organised, give them information about dress code and arrangements for their first day
  • Get things ready – name badge, IT accounts, desk (including an excuse to buy new stationery!), notify HR and other colleagues who need to know about new starters, office key etc
  • Set up a Trello account and share their induction board
  • Set up accounts on other systems we use such as Basecamp

On their first day

  • Have lunch with the team – a nice gesture not to abandon someone on campus on their first day and give everyone a chance to chat
  • Update email signature
  • Complete basic HR induction checklist of key policies etc

In their first week

  • Read the staff handbook
  • Complete our basic IT training and induction
  • Create accounts on relevant services such as our website CMS, Slack and Hootsuite
  • Talk through our communication channels
  • Learn about our communications procedures
  • Go through the Union strategy, department action plan and personal objectives looking at how they are interlinked
  • Have a one to one meeting with me to check in at the end of their first week
  • Learn how to use our phone system (a high point of which is me doing impressions of the different ring tones we have for internal and external calls)
  • Look through key shared folders on our network
  • Learn why we love great customer service
  • Gain access to our social media accounts

In their first fortnight

  • Get their HR and payroll paperwork done
  • Get added to our website and our office door
  • look through the job description with me to talk about training needs and induction plans
  • Subscribe to useful mailing lists
  • Learn about our communications strategy
  • Agree our expectations of them for their first few months and discuss what they’d like from the role
  • Go through our department’s budget
  • Learn how to use the tools we use such as Hootsuite, Slack and Google Analytics
  • Learn about our visual style, tone and brand

In their first month

  • Further IT skills
  • Wellbeing activities such as completing a wellness action plan (this is optional)
  • A few personality quizzes to help us understand how the new person works – 16Personalities & True Colours
  • Learn about our finance procedures
  • Confirm preferred working hours (as we offer a degree of flexibility)
  • Cover defamation and copyright basics
  • Further Google Analytics training (as I’m keen for everyone in my team to be comfortable with it regardless of their specific role)
  • Learn about more tools and techniques we use such as Mailchimp, Bootstrap, agile development and link tracking
  • HTML and CSS (again, something I like everyone to have at least a basic understanding of regardless of their role)

Another benefit of this system is that it is easy to add things to the template as I think of them and copy them to any relevant team members’ boards. I quite often use the Trello app to add things from my phone as they occur to me.

Next on my do to list is building up a library of books and links for people to learn more about particular concepts and topics (and to give me an excuse to reread some of my favourites!)

I’d love to hear about how you approach induction and what I’ve forgotten to add to my list



Comms by the Coast 2015

A few weeks ago I hosted our annual students’ union communication people gathering in Brighton – Comms by the Coast.

I wish I had more time to write about the things I learned and the ideas it sparked for me but the run-up to new students arriving is more hectic than ever!

After everyone had grabbed a pastry Suki and Aisling from LSE SU and Arts SU talked about how they’ve used calls to action in their email marketing and reflected on their experience working between two different unions.

>> View Suki & Aisling’s presentation

Eleanor from Ofgem talked about how they’ve shared their ‘Be An Energy Shopper‘ campaign on a limited budget.

>> View Eleanor’s presentation

Jess and Heather from the Open University Students Association showed us how they’ve been engaging their 200,000 distance learners.

>> View Jess & Heather’s presentation

Christine from Musterpoint talked about engaging with the media and the public.

>> View Christine’s presentation

Chris from The Student Room showcased some of their insight into students.

>> View Chris’s presentation

After a sunny lunch, Tom from Bristol, Emil from UEA (now at Goldsmiths) and Lucy from Sussex talked about their rebranding projects. It was really interesting to hear about three different approaches and see their final looks.

>> View Tom’s presentation

>> View Emil’s presentation

>> View Lucy’s presentation

Finally, Jamie from Swansea talked about his experience of working for a students’ union and a university.

It was so nice to see everyone and pick their brains. The discussion session the afternoon before the main event was sooooo useful and I came away with loads of ideas.

A massive thank you to everyone who came along and to everyone who contributed.

You can see presentations from Comms by the Coast 2014  on my blog too.


August 21st, 2015|Communications|0 Comments|

Students’ Unions 2014 – my communications sessions

I’m speaking at Students’ Unions 2014, a conference for students’ union staff and officers.

This year it is in glamorous Bolton and I’ll be talking about content marketing and communications tools.

My presentations are linked below but I plan to blog about the themes raised and tools suggested in more detail. To be notified when I update my blog with more details you can subscribe to my sporadic email updates.

Content marketing: let’s do it better

Content marketing presentation

Since going to the Content Marketing Show, run by my friend Kelvin Newman (who was recently voted as having had the most impact on the digital marketing industry over the past year!) a few years ago I’ve been learning more and more about content marketing.

It’s one of those things that is actually fairly obvious – people don’t like being ‘sold’ at so aim to be useful and friendly so they’ll come to you when they need you. My freshers newsletter campaign is an example of content marketing, offering people something useful – in this case information about our events and learning about being a student – in return for permission to communicate with them so you can build a relationship with them.

The point of my presentation is that it is often easier not to bother and just to spam people with messages focused around yourself. Instead, I think we should be focusing on what students want and how we can help with that.

I should point out that this presentation looks beautiful because I made it with Canva, my new favourite tool which makes it super easy to design amazing looking things.

>> View presentation

101ish free & cheap tools for communications people

101ish free or cheap tools for marketing and communications people presentationI initially pitched this session by plucking the number 101 from the air as it sounded more interesting than 74 and more impressive than 14 not expecting the session to be chosen. Turns out it was and that 101 is a lot of tools to find and list!

My original session time was halved to 30 minutes which gave me a good excuse to aim for 50 tools instead as well as an opportunity to crowdsource an extra 50 to hit my original target.

If you have any other tools I should add to my list please let me know – – or leave a comment below.

>> View presentation

If you go, I’d love to hear your thoughts on Students’ Unions 2014. I’m always happy to publish guest posts so feel free to send over something to add to my blog



July 2nd, 2014|Speaking|0 Comments|