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Onboarding: Enabling New Leaders to Succeed

A practical course for anyone guiding, supporting or becoming a new leader.

Created byAnna Stuart, FCPA, FCMC, ACC
BeginnerUpdated Feb 3, 2025

What You'll Learn

  • check_circleApply the framework for documenting onboarding plans
  • check_circleDevelop an effective onboarding plan
  • check_circleApply the skills needed to support effective onboarding
  • check_circleUse the onboarding planning framework in your company

About This Course

Research shows that effective onboarding yields significant returns in terms of profit growth and profit margin. In the current labor market, where talent is scarce and average employee engagement hovers around 20%, the case for effective onboarding as a key lever to business performance is increasing.

Effective onboarding goes beyond the traditional orientation activities in a new employee or leader's first few weeks. It considers key outcomes, critical behaviors, and essential relationships. Effective onboarding supports new employees and leaders with timely feedback and coaching.

This course lays out a framework to help you create and operationalize an effective onboarding plan. It walks you through the process for ensuring the onboarding plan yields the results you expect. The course also offers insights into the skills that enable effective onboarding coaching.

Course Content

5 activities • 4 videos • duration: 1h 18m

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Opening1 videos • 3 min
  • videocamOnboarding Opening
    Duration 3:31
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Part One1 videos • 1 quiz • 22 min
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Part Two1 videos • 1 quiz • 20 min
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Part Three1 videos • 32 min
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Final Assessment1 quiz

Your Instructor

Anna Stuart, FCPA, FCMC, ACC

FCPA, FCMC, ACC

menu_book11 courses
star2,289 reviews

With more than 25 years of experience advising and coaching organizations and leaders in complex contexts, I have established a strong reputation for helping organizations and individuals to realize their goals. I have designed, delivered and facilitated hundreds of presentations and group meetings. As co-owner of an executive search and HR consulting firm, I led and managed the firm’s growth and national expansion. I’ve been a consulting partner and principal with two large public accounting and consulting firms and have held senior finance leadership roles in the public sector and in a global not-for-profit organization. I have taught at the university undergraduate and high school continuing education levels. I am a Fellow of the Chartered Professional Accountants, a Certified Executive Coach and Associate Certified Coach with the International Coaching Federation, a Fellow Certified Management Consultant, and have a Master of Business Administration Degree. I am certified to interpret Gallup Clifton Strengths assessments, the Hogan Assessment, and the Management Research Group LEA Self-Assessment and LEA 360 Assessment.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.7 out of 5
Student's Choice
81 reviews
  • JM
    Jason M.
    starstarstarstarstar

    Excellent presentation. Very organized, clearly presented and explained.

  • DS
    Douglas S.
    starstarstarstarstar

    Great training

  • MV
    Melanie V.
    starstarstarstarstar

    This is such an important topic. I found the material well organized, relevant and can be easily applied to create or improve onboarding best practice in an organization.

  • KB
    Kristen B.
    starstarstarstarstar

    This reinforced the ideas that I already have about onboarding, but gives me facts and statistics to back it up, which will help me to bring those around me into my vision for improving our onboarding process.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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