Week 1

Tasks Completed This Week:

• Researched best practices for real estate onboarding programs (industry benchmarks, competitor analysis)

• Defined core objectives for the onboarding program (culture integration, role clarity, resource accessibility, emotional intelligence)

• Discussed a phased onboarding framework with client (Pre-Day 1, Week 1, Month 1, Quarter 1)

• Began drafting a content strategy for training materials (videos, checklists, mentorship guides)

• Created a preliminary timeline for program development and pilot testing

Progress Report:

This week focused on laying the foundation for Javier’s onboarding program. Key decisions included:

• Prioritizing Real Estate & technology integration and role-specific training as central pillars for onboarding.

• Structuring the program in phases to avoid overwhelming new hires.

• Identifying gaps in existing onboarding (e.g., lack of standardized resources for remote agents).

• Drafting a timeline with milestones like pilot testing with a small group of new agents.

Successes:

• Clear alignment with Javier’s goal of reducing turnover and accelerating onboarding training.

• Strong framework for phased learning, including mentorship components.

• Support from senior agents to contribute to training videos or shadowing opportunities.

Key Decisions:

1. Training Structure – A flexible, modular approach combining:

   • Core onboarding essentials (company policies, tools, culture)

   • Custom role-specific training (agents, admins, brokers)

2. Engagement Methods – A mix of:

   • Short videos (culture, leadership messages)

   • Interactive checklists (track progress)

   • Live Q&A sessions (real-time support)

3. Pilot Testing – Launching a trial with 5 new hires in Q1 using Articulate 360 for feedback before full rollout in one year.

Coming Up Next:

• Review Phase 1 Materials – Identify checklists, videos, and guides for new hires’ first week

• Track Progress – Build a simple storyboard to introduce onboarding and (surveys, early performance).

• Tech Setup – Work with Javier assistant to add training to existing tools 

End Goal:

A smooth onboarding program that:

✔ Gets new hires up to speed faster

✔ Builds team connection, culture & emotional intelligence

✔ Boosts retention & productivity