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The CX Onboarding Playbook: A 4-Week Program to Build Your Staffing, Training & New Hire Success Strategy

August 7, 2026 11:00 AM - 12:30 PM (CDT)

Description

The CX Onboarding Playbook: A 4-Week Program to Build Your Staffing, Training & New Hire Success Strategy

This 4-week course equips CX and operational leaders with a complete, modern framework for building and sustaining a high-performing onboarding program. Each week blends best practices with hands-on application, helping you design a staffing model, streamline hiring and onboarding processes, strengthen training readiness, and create a structured 90-day new hire success plan. By the end of the program, you will walk away with your own customized onboarding playbook tailored to your contact center’s needs.

Module 1: Staffing Strategy for a Modern Contact Center

  • Evaluate regional, nationwide, offshore, and hybrid hiring approaches
  • Assess the advantages of in-house, BPO, employer-of-record, and blended staffing models
  • Determine the right mix of full-time, part-time, and flexible role types
  • Align staffing decisions with operational goals, budget, and customer experience outcomes

Module 2: Hiring & Onboarding Foundations

  • Identify the candidate profiles most likely to succeed in your contact center environment
  • Strengthen selection through assessments, structured interviews, and behavioral indicators
  • Establish smooth pre-hire and pre-day-one processes, including tech checks and expectation setting
  • Design an engaging and confidence-building Day 1 experience for new hires

Module 3: Training Readiness & Delivery Excellence

  • Apply best practices in virtual training design, pacing, and facilitation
  • Build strong alignment among operations, training, and QA to ensure readiness for launch
  • Use nesting, practice environments, and early performance checkpoints to support skill growth
  • Develop feedback and communication loops that reinforce learning and reduce early attrition

Module 4: Transitioning From Training to Production

  • Design a structured 90-day transition plan that supports performance and retention
  • Build mentorship, peer-support, and social connection programs for new hires
  • Implement early-tenure engagement practices that promote confidence and belonging
  • Use key data, feedback signals, and check-ins to identify and support at-risk new hires

Time

4-week virtual series:

  • 8/7,   11am - 12:30pm CST 
  • 8/14, 11am - 12:30pm CST 
  • 8/21, 11am - 12:30pm CST 
  • 8/28, 11am - 12:30pm CST

Location

Virtual learning series

Contact Information

Name: WFHAlliance.com
Email: info@wfhalliance.com
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