Onboarding Documentation

Director of Digital Media @ Alpha Kappa Psi

Problem Statement

I held the director position of historian for my business fraternity in Fall 2021. Three position holders later, I observed that there was a lack of proper transitioning. Tasks were not getting completed and new historians would always ask me for help on things that they should have already informed of. 

Research & Development

In collaboration with the VP Administration we came up with the following pain points:

• Current transition document is generalized to all positions. As you can see on the right. 
• Past position holders forget to mention things during their transitioning interviews because they happen at the very end of the term.
• More questions arise throughout the new position holders term, causing them to re-interview past position holders.

I concluded that detailed guidebooks would solve many of these miscommunications. I took on the job of creating a Historian guidebook because I wanted to prioritize setting up my successors for success.

Outcomes

The guidebook has now been used for a full term and has succeeded in eliminating the pain points, which lead me to make a guidebook for my more recent position as Director of Digital Media. 

Reasons for success:

• Centralized information: Users can find all the answers to your questions in one place
  
• Maintains consistency through time
  
• Gathers helpful information during the term, not at the end
  
• Users only see what they need
  
• Layout limits cognitive load by using contrasting colors & type