Streamlining the Onboarding Process and Building a Tightly Incorporated Team

Last Updated on June 1, 2021 by Owen McGab Enaohwo

You shouldn’t hire just anyone to join your work team. Thorough screening and assessment are essential to determine whether or not the potential hire is a perfect fit.

In today’s episode of the Process Breakdown Podcast, host Dr. Jeremy Weisz and guest Yonhee Choi Gordon, COO at JMG Financial Group, discuss this hiring process.

They talk about the steps that can be taken to vet candidates, manage talent, and make onboarding as smooth and efficient as possible.

Listen to the audio interview

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Key Resource List:

* SweetProcess.com, 14-day free trial, no credit card required* JMG Financial

Show Notes:

0:06 – Intro

0:26 – Dr. Jeremy Weisz shares the best solution that makes documenting standard operating procedures drop-dead easy, highlighting a 14-day free trial. No credit card required.

1:55 – Dr. Weisz introduces today’s guest, Yonhee Choi Gordon, COO and co-owner of JMG financial.

2:36 – Ms. Gordon talks a little about JMG Financial Group, the kinds of clients they work with, and the nature of their business.

3:51 – Ms. Gordon explains how she became part of the JMG company.

9:52 – The guest talks about the onboarding process and the best, most efficient way to interview candidates.

12:26 – The guest talks about mistakes she’s made and has seen other people make in job postings and the processes she uses for assessing and counseling candidates.

16:33 – She talks about the assessment, how long it lasts, and the different kinds.

17:51 – Ms. Gordon explains the phases in the assessment.

20:00 – Next, Ms. Gordon describes how she weeds out unwanted candidates.

22:25 – The guest talks about the next step after assessment before onboarding candidates.

23:47 – The last step in the process is discussed.

25:37 – Ms. Gordon points out red flags she watches out for when onboarding new workers.

29:24 – Ms. Gordon explains how she manages talent once candidates are onboarded.

32:46 – We learn about the new norm for the company and its employees and how they’re handling it.

37:36 – Finally, Ms. Gordon shares books and sources she recommends for COOs and team leaders.

40:08 – Outro

Guest Profile:

<a href="https://www.linkedin.com/in/yonhee-choi-gordon-b8259119/" target="_blank" rel="noreferrer noopener nof...