How to achieve self-directed learning in the workplace (benefits, challenges and tips)

Author:
Gary
PUBLISHED ON:
June 8, 2021
June 26, 2023
PUBLISHED IN:
Learning And Development

By the time we’ve entered the workplace, a lot of our perceptions around learning have shifted significantly. We’re no longer happy to be spoon-fed information or locked in classrooms for hours on end, we want freedom around how we learn and when/where we do it. In essence, we want self-directed learning!

LinkedIn’s 2019 Workplace Learning Report revealed that over 40% of Gen Z and Millennials and more than 30% of Gen X and Boomers wanted “fully self-directed and independent learning” and there’s a fair chance that those numbers have risen since that report was published.

But what does that mean for people in the workplace? What exactly is the idea of self-directed learning? Well, it’s essentially the idea that you determine your learning goals, work out what you need to learn and determine whether you’ve achieved it – or you at least have a far greater say in that learning process.

The benefits of self-directed learning at work

The benefits of Self-directed learning at work

Ownership

You can’t underestimate the impact of more control and autonomy on someone’s motivation. But in the case of self-directed learning, you’re actually giving people the chance to shape their own motivation and context by giving them the reins around learning. And in the same way that autonomy makes people more productive and engaged in their work, that greater control over learning can light a greater fire under people to build knowledge!

Learn more and learn better

The scientific argument is that people who take the initiative not only learn more things but they learn better – so they’re more likely to retain information, for example.  And, motivation aside, we’ll hopefully cover some of the reasons that might be in the rest of this section. But before we ditch the motivation idea completely, it’s worth noting that people who are more motivated to learn independently stand a better chance of keeping up with the latest trends and developments.

Flexibility around formats

One of the best things about self-directed learning is that we can seek out the types and sources of content that suit us best. When we’re sent off for an event or signed up to a course, we’re at the mercy of the instructor or the provider when it comes to the resources.

If you’re an avid YouTube watcher, see what’s on there around what you’d like to learn! Prefer listening to podcasts, do the same. The point is that you can search for the content you think will match your learning process or style and you can take a trial and error approach for seeing what truly works.

Setting your own schedule

One of the best arguments for self-directed learning is that people can do it when it suits them but also when they need it most. Application of what we learn on training courses is often one of the biggest hurdles, because they’re disconnected from where we work. We might finish a course and wait months for an opportunity to put it into practice.

When we’ve got the tools for self-directed learning at our fingertips, we can take action in our moments of need and when we’re most motivated to learn. That’s often known as learning in the flow of work and we’ve got a full guide on that topic and why it’s so important.

Empowering people and helping them specialise

We’ve alluded to a lot of this already but by giving people more control over how they learn you’re empowering them to make more decisions when it comes to their career development! And part of that is the idea that they can build on the specific specialist skills that advance them as people and employees. Self-directed learning allows people to follow their passion and curiosity down those specialist pathways.

Cutting back on the costs of more traditional learning methods

It’s a bit of a generalisation, but if you compare self-directed learning with the more formal and in-person styles of training, the one we’re discussing in this post is less costly from a time and money perspective. Especially if we’re comparing it to taking someone out of the office for a few days to head off for a course. As we’ve already discussed, self-directed learning is far more closely linked to our workflow and the moments where learning is so crucial.

Free Guide! Death of the LMS: A step-by-step guide to skills-first L&D

Death of LMS in-blog ads

The challenges of self-directed learning

It would be wrong of us to pretend that it’s as simple as giving people the freedom to learn independently and with the click of a finger they’re learning effectively.

Some people might need more structure, which you can achieve by having conversations and check-ins with them to set and assess goals. Others might struggle to find the time to learn, as they would in the traditional training sense, which would require you again to structure it or have those conversations.

For some, it could be difficult to set goals and find direction – and that where good leadership and mentoring enters the picture. While you could find that some people are following their bias to certain providers or formats too often and need a nudge towards wider sources.

Tools and strategies for self-directed learning at work

Tools and strategies for self-directed learning at work

It’s all well and good knowing what self-directed learning is and all of the amazing benefits, but how do you get people to buy in and ensure that it becomes part of your company’s culture? Here are a few ideas that might help:

Introduce it in a slow and steady fashion

This is especially important if self-directed learning is a completely new concept for your company. You can’t rip up the rulebook right away and remove the structure people have been used to, that’s unlikely to get them buying in.

Instead, manage the change slowly and in a controlled fashion by encouraging people to undertake some self-directed learning every week or two and then discuss the exercise with them. Having those conversations will help you nip any reservations in the bud early on and shape the process into something that works for all parties.

Set an example and lead from the top

One of the best ways to drive a culture or behaviour change is to ensure business leaders are taking the same actions and making sure that’s visible to everyone else. For example, if one of your values is for people to be open and honest about mistakes, it’s beneficial if employees can see the CEO engaging in the same behaviour. And the same principle can be applied to self-directed learning.

Encourage people to connect with each other

Now, this is a good example for two reasons. The first is similar to leading by example because when we see our colleagues using and benefiting from something, we’re more likely to buy into it. If they’re talking fondly about the benefits of self-directed learning, they might convert others and become advocates for the cause. And the second reason is social learning, in this case, what people can learn from each other about how they’re learning independently, where they’re finding information and so on.

Set up regular meetings with your learners

Think of them as troubleshooting sessions where you understand the barriers and challenges people are facing in the realms of self-directed learning. Whether that’s steering them in the right direction to reach their goals or helping them recognise potential blind spots in how they’re learning. These are particularly useful for those people that still need some structure when it comes to their development.

Get the right learning process and platform in place with the right resources

One of the biggest barriers to self-directed learning is that people don’t know where to find and capture knowledge and content that will help them develop. In many organisations, this is a result of scattered resources, stored across various platforms, apps, tools and desktops.

Unfortunately, that’s not only a massive productivity killer day to day, it makes it challenging to find knowledge in the moments people need them.

And that’s why we created one front door for all of your learning in HowNow, a central brain to store, share and find your company’s job aids and resources. By bringing all your scattered resources together in the same place people are able to save or share knowledge and you’re driving that culture where resources are available on-demand, whenever people need them.

You know what? It might be easier if we just show you! We’ll gladly give you a tour around HowNow, focusing on those self-directed learning capabilities! Just fill in this form and we’ll be in touch.

Free Guide: 37 Lessons For A Winning L&D Strategy

Cover Image 37 Lessons For A Winning L&D Strategy

Check out our other learning and development resources

Want a 5x better engagement than a traditional LMS
Demo Hownow

Be in the know

More articles

Overview: Based on reviews from learning platform users, Sana Learn is praised for its intuitive interface, easy adoption, engaging interactive content, and AI-powered tools that can speed up content creation and discovery. Customers consistently highlight smooth onboarding, responsive support, and useful integrations with email, calendar, and collaboration tools. However, recurring limitations emerge around content flexibility, AI accuracy, occasional technical glitches, UI quirks, and gaps in admin training, which can create friction as teams scale their learning programs. While Sana Learn works well for organisations seeking fast rollout and straightforward learner engagement, teams needing more customization, reliable AI, and robust integrations may want to explore alternative platforms and see how they compare in practice.




When you're evaluating learning platforms, everyone has an opinion. Vendors have feature pages. Review sites have listicles. And everyone claims to be the best AI-powered LMS on the market.

What nobody tells you is what it's actually like six months in.

Sana Learn (part of Sana Labs), an AI company founded in 2016 in Stockholm, will likely show up early in your research. It's well-funded, well-marketed and has built a genuine reputation in the AI learning space.

But reputation and reality don't always match. And the people best placed to tell you the difference aren't the sales team. They're the L&D leaders, admins and learners who use it every day.

To help you, you’ve analysed 50+ real customer reviews so you don't have to. Not to cherry-pick the bad bits but to find the patterns that will help you make informed decisions. The things that come up again and again once the implementation is done and the day-to-day reality sets in.

Because when you're making a buying decision that affects your entire workforce, what matters isn't which platform has the best copy or demo. It's which one that will help you build and engage your workforce to proactively build the skills your business needs to grow.

Where Sana Learn does well.

One thing becomes clear when you read through the customer reviews: Sana Learn is easy to like.

Users consistently describe the platform as intuitive, clean and simple to pick up. There's very little friction in getting started which, if you've ever tried rolling out a new learning platform to a sceptical workforce, you'll know is no small thing.

That ease extends to implementation. Several reviewers highlight how seamless the setup felt, with teams barely noticing the transition. For organisations without the time or appetite for a heavy rollout, that's a meaningful advantage.

AI is another area where Sana Learn gets genuine praise. Users point to how quickly they can generate content, surface answers and navigate learning materials with AI woven throughout the experience. When it works, it removes friction from the content creation process in a way that L&D teams with limited resources will appreciate.

The learning experience itself also lands well. Interactive modules, clickable elements and embedded content make it easier to engage with topics that would otherwise feel dry. Learners aren't just clicking through slides; they're actually interacting with material.

Put simply: Sana Learn is a platform that's genuinely easy to adopt and easy to engage with. For teams prioritising simplicity and fast time-to-value, that counts for a lot.

What are the limitations of Sana Learn?

Once you move past first impressions, the reviews become more nuanced; and more useful.

A recurring theme is that while Sana Learn is easy to use, it can feel limiting when you try to do more with it.

Several users point to a lack of flexibility in content creation. Editing options are described as restrictive, with one reviewer putting it plainly:

"Tables are a bit clunky and hard to edit… [there's not] much freedom when it comes to text & layout."

Others mention having to rely on external tools to get the output they actually need:

"Many features are unavailable and have to be done outside of the platform using third-party providers."

For L&D teams trying to scale content production or tailor learning experiences more precisely, that's where friction starts to add up.

There's also a subtle but telling critique around product direction. One reviewer notes that the platform sometimes prioritises:

"attention-grabbing features over more basic feature development."

That's the kind of comment that tends to surface when a platform is evolving quickly; but not always in the direction its users need most.

Is Sana Learn's AI reliable?

AI is one of Sana Learn's biggest selling points; but it's also one of its most inconsistent areas.

While some users are impressed by the speed and convenience, others highlight accuracy issues that slow them down rather than speed them up:

"There are times when the AI doesn't fully grasp what I'm asking for…"

"Sometimes the AI suggestions are not fully accurate, and it takes a bit of time to find the exact content I'm looking for."

That tension shows up across multiple reviews. The capability is there; but it's not always reliable enough to trust without sense-checking.

For L&D teams expecting AI to meaningfully reduce manual effort, that gap matters more than it might first appear.

What do Sana Learn users say about technical performance?

Another pattern across the reviews is the presence of ongoing, low-level technical friction. Not catastrophic failures; but enough to interrupt workflows when they matter most.

Users mention occasional platform freezing, performance lags when handling complex content and integration challenges, particularly around APIs. One reviewer sums it up plainly:

"The platform can be a bit glitchy at times…"

Others call out specific integration issues:

"Had some hiccups with [the] Bamboo integration API."

These aren't universal experiences; but they appear frequently enough to be worth factoring in, particularly for organisations running a broader HR and L&D tech stack where reliable integrations aren't optional.


What do Sana Learn users say about the interface?

Interestingly, even though usability is one of Sana Learn's most praised qualities, there are still consistent complaints about specific interface behaviours; particularly once users move beyond everyday tasks.

For example, one reviewer points out a frustrating content creation issue:

"When I'm creating a comment… and then pop over to another window, the comments I started typing disappear."

Others find the home screen experience overwhelming:

"The interface can appear a little overwhelming with all the videos visible when you enter the homescreen."

There are also mentions of difficulty navigating back to in-progress courses, and issues with live learning environments around audio and visual quality.

None of these are deal-breakers on their own. But together they create a sense of inconsistency; where the platform feels smooth in some moments and frustrating in others. For L&D teams managing large learner populations, those friction points tend to get amplified at scale.


What do Sana Learn users say about the learning experience?

Beyond the platform mechanics, some users point to limitations in how learning content is actually delivered.

Quiz functionality comes up more than once, particularly around rigid structures:

"When making a mistake… you have to click through the whole exam before being able to repeat."

Others mention repetitive questions and a lack of depth in supporting materials:

"Example videos are not very detailed enough."

There's also feedback around pacing; specifically that learners can move through content too quickly without meaningful controls in place to slow them down or check understanding along the way.

None of these are headline issues. But for L&D teams where learning effectiveness is the whole point, they're worth knowing about before you buy.


What do Sana Learn admins say about the platform experience?

While learners tend to find Sana Learn straightforward, the experience for admins and L&D teams is less consistently praised.

Some reviewers highlight a lack of guidance when it comes to more advanced features:

"Need more training on available features."

Others point to documentation that doesn't quite hit the mark:

"Videos are usually very short and articles can be text heavy."

This creates a meaningful disconnect. The platform feels simple on the surface; but getting the most out of it as an admin can require significantly more effort than the initial experience suggests. For L&D teams who need to move fast and can't afford a steep learning curve behind the scenes, that's worth factoring into your decision.


Should you be looking at Sana Learn alternatives?

That depends on what you need.

If your priority is fast rollout, strong initial engagement and a clean intuitive interface, Sana Learn clearly delivers. For teams that need something up and running quickly with minimal friction, it's a strong option.

But if you're thinking longer term; about scaling learning, tailoring content more precisely and integrating deeply into your wider HR and L&D tech stack, the limitations that surface across these reviews start to matter a great deal more.

The question isn't whether Sana Learn is a good platform. For many organisations, it is. The question is whether it's the right platform for where your organisation is going; not just where it is today.

Is HowNow a good Sana Learn alternative?

HowNow tends to come up for teams that want more than a clean learning interface.

Reviews give you a strong starting point but they won’t tell you how a platform fits your specific setup.

If you’re weighing up Sana Learn against alternatives, the most useful next step is to see them side by side.

HowNow built around a different idea: that learning shouldn't sit in a separate platform, disconnected from the way people actually work. It should connect everything together; the content, the skills data, the performance context and the tools your teams already use every day.

In practice, that means bringing learning from multiple sources into one centralised place, linking development directly to skills gaps and business performance, and using AI in a way that supports real workflows rather than just speeding up content generation.

But perhaps most importantly, HowNow is designed to scale with you. Not just easy to start; but built to deliver more as your organisation grows, your needs get more complex and your expectations of what good learning looks like get higher.

If the patterns in these reviews resonate with challenges you're already facing, it might be worth seeing it for yourself.

👉 Book a demo here

Sana Learn Reviews: Pros, Cons & What Customers Really Think

Based on 50+ customer reviews, this guide breaks down Sana Learn’s pros, cons, AI capabilities and platform limitations. Discover what real users say about usability, integrations, support and whether it’s the right fit for your L&D strategy.
Comparisons
Apr 10
.
5 min read

Buying a learning platform is a big decision.

You’re comparing features, pricing, integrations, and user experience. But there’s one thing that often gets pushed down the list is security.

It shouldn’t be.

Learning platforms sit on a goldmine of sensitive data e.g. employee records, performance data, personal details. If that data is mishandled, the impact isn’t just technical. It’s reputational, legal, and operational.

So before you get dazzled by a slick demo, it’s worth asking more important questions such as:

Is this platform safe? And can I trust this vendor?

Why security matters when buying a learning platform

Security conversations are often left until the final stages of evaluation.

By then:

  • Data has already been shared
  • Internal stakeholders are invested
  • Walking away feels expensive

That’s how risky decisions get made.

Instead, bring security into the conversation early.

Loop in your InfoSec, IT and data protection teams from the start so they can review vendors alongside you (not play catch-up at the end which is what we often see).

It saves time, avoids friction, and builds confidence internally.

What security certifications should an LMS or LXP have?

There are plenty of badges vendors can display.

Not all of them mean the same thing.

When it comes to learning platform security, there are two certifications that actually matter:

ISO 27001:2022 — The Global Standard

ISO 27001 is a globally recognised information security standard.

It’s a risk-based framework that shows a vendor takes security seriously across their organisation (not just in isolated areas).

But this is where many buyers stop too early.

The certificate alone isn’t enough.

Ask for the Statement of Applicability (SoA).

This document shows:

  • which controls are implemented
  • how risks are managed
  • why specific decisions were made

When reviewing it, pay close attention to:

  • information classification
  • data leakage prevention
  • handling of personally identifiable information (PII)

Learning platforms process large volumes of employee data. If a vendor can’t clearly explain how that data is segmented and protected in their cloud environment, the certification doesn’t mean much.

What to double-check

  • Does the certification cover the whole organisation or just part of it?
  • Is it officially accredited?
  • Is it the vendor’s certification, or are they pointing to their hosting provider (AWS, Azure, etc.)?

If it’s the latter, push back. Hosting infrastructure doesn't mean application security.

Cyber Essentials Plus — Essential for UK-based organisations

If you’re a UK-based company, Cyber Essentials Plus should be your baseline.

Unlike the standard Cyber Essentials (which is self-assessed), the Plus certification includes:

  • independent technical verification
  • hands-on testing
  • real validation of controls

For a learning platform handling sensitive employee data, this provides confidence that the basics are properly secured.

As with ISO 27001, don’t just take it at face value.

Verify it:

Security checklist for evaluating any LMS vendor

Even with the right certifications, you should go further.

Here’s a simple checklist you can use internally or share with your IT team:

Before approving a learning platform, confirm:

  • ISO 27001:2022 certification (with SoA available)
  • Cyber Essentials Plus (if UK-based)
  • SSO support (e.g. Okta, Azure, Google)
  • encryption at rest and in transit
  • data classification and leakage prevention controls
  • penetration testing summaries
  • disaster recovery and business continuity plans
  • incident management and breach response policies
  • data processing agreement (DPA)
  • subprocessor transparency

If a vendor struggles to answer these clearly, that tells you something.

Questions to ask your LMS vendor

If you want to quickly separate strong vendors from weak ones, ask:

  • Can you share your Statement of Applicability?
  • Does your ISO 27001 certification cover your entire organisation?
  • How do you protect PII within your platform?
  • How do you prevent data leakage in your cloud environment?
  • Can you verify your Cyber Essentials Plus certification?
  • Is your certification your own, or your hosting provider’s?

HowNow’s approach to learning platform security

At HowNow, security isn’t an afterthought. It’s built into every layer of the platform.

We’ve designed our approach to make life easier not just for L&D teams, but for IT and security teams reviewing us too.

Our compliance framework includes:

  • ISO 27001:2022 for information security management
  • ISO 9001:2015 for quality and continuous improvement
  • Cyber Essentials Plus for independently verified technical controls
  • GDPR compliance and data protection standards
  • NIS2 readiness and evolving regulatory alignment

We also provide full transparency through our Trust Center, including:

  • encryption standards (including AES-256 at rest)
  • SSO and identity provider integrations (Okta, Azure, Google, etc.)
  • penetration testing summaries
  • vulnerability management policies
  • disaster recovery and business continuity plans
  • subprocessor details and data handling practices
  • AI security and ethics policies

👉 Explore the HowNow Trust Center: https://trust.gethownow.com/

This gives your IT and security teams everything they need to evaluate us properly without delays or back-and-forth.

The bottom line:

A great learning platform should help your people perform better.

But it also needs to earn your organisation’s trust.

Security credentials might not be the most exciting part of the buying process but they’re one of the most important.

The right certifications, combined with real transparency, give you confidence that your data is protected and your decision is sound.

Bring your IT team into the conversation

If security is slowing down your buying process, you’re not alone.

The easiest way to move forward is to involve your IT and security teams early and give them direct access to the information they need.

Share our Trust Center with them or book a call with our team to review everything together.

No chasing. No vague answers. Just clear, honest security information.

Which Infosec Credentials Should You Look for When Buying a Learning Platform?

Blog
March 30, 2026
.
5 min read

Learning Technologies is back and we could not be more excited.

L&D is changing faster than most organisations can keep up with. AI is reshaping how people learn, skills gaps are widening and the pressure on L&D teams to prove impact has never been higher. The conversations happening at this year's event are going to matter.

HowNow is already working with companies to build the talent of tomorrow; closing skills gaps, connecting learning to performance and giving L&D teams the data to prove it's working. We want to help you do the same.

Learning Technologies is a great place to start this journey.

You'll find us at stand E30. Come and find us.

Here's what's waiting for you.

1. Get a Free Learning Health Check

Most L&D teams we speak to already know something isn't quite working. Maybe engagement is low. Maybe learning is scattered across too many tools. Maybe the business is asking questions about impact that are hard to answer.

The Learning Health Check is a free 15-minute desk-side consultation with one of our experts at stand E30. No slides, no sales pitch; just a focused conversation about where your organisation is right now, what's getting in the way and where the biggest opportunities are.

You'll walk away with tips you can apply to your strategy straight away, whether you use HowNow or not. This is exclusive to Learning Technologies and designed to be relevant to you and your organisation.

2. Hear How to Prove Learning Is Actually Building Skills

Day one. 1:10pm. Bitesize Stage

If you've ever sat in a leadership meeting struggling to demonstrate the impact of your learning programme, this one's for you.

Harvey Stead is taking the stage for a bitesize session on one of the biggest questions in L&D right now: how do you prove that learning is genuinely building skills? Join a group of 30+ L&D leaders for a practical, focused conversation designed to give you something you can actually take back to the business.

Arrive at 1pm to secure your seat. Spaces are extremely limited and assigned on a first-come, first-served basis.

3. Learn What It Means to Be a Self-Improving Company

Day one, 2:45pm in Theatre 2. 

Every company wants the same thing: people continuously getting better at their jobs. But running that loop manually is nearly impossible. Who's struggling? When do you intervene? What actually helps? Did it work? By the time you've coordinated answers to those questions, months have passed and the moment is gone.

In this session, Nelson Sivalingam; CEO of HowNow, one of the fastest-growing AI learning companies and author of the acclaimed book Learning at Speed; introduces a fundamentally different model: the self-improving company.

Nelson will show how AI agents are transforming organisational performance by monitoring work systems in real time, detecting struggles the moment they emerge, intervening with the right support at the right time and measuring what actually improved in performance data; not surveys.

4. Hear Directly from Trainline on Linking Learning to Business Outcomes

Day two, 11:45am in Theatre 2. 

Proving the business impact of learning is one of the hardest things L&D teams are asked to do. Most organisations know learning matters; getting the data to prove it to the business is a different challenge entirely.

This is the session for anyone who's ever had to make that case internally.

Trainline will be on stage sharing exactly how they've connected learning to real business outcomes; the approach they took, the challenges they faced and what the results actually looked like. No theory, no vendor pitch; just a peer in the same shoes telling you what worked.

If you're trying to win more investment for L&D, build credibility with your leadership team or simply understand what good looks like in practice, bring a notebook.

5. Meet HowNow Customers at Our Happy Hour

Our customers will be joining us at Learning Technologies and we would love to introduce you.

Straight after Nelson's session, we're hosting a customer meet and greet at stand E30. Prosecco, canned cocktails, beers and the kind of conversations you actually come to events like this for.

Want to know what it's really like to use HowNow? Don't ask us. Ask them.

Look out for the special 'talk to me' badges; those are the HowNow customers with the real stories. They'll be in and around the stand all afternoon and they're easy to spot. Pull them aside, ask them anything and hear first-hand what's working for organisations just like yours.

6. Start Day Two with Breakfast on Us

Day 2. Stand E30.

Come and find us first thing on day two.

We'll have coffee, croissants, Danish pastries and muffins waiting; and it's a great chance to have a relaxed conversation with the team before the day gets going. No agenda, no pressure; just good food and good company.

The best conversations at events like this often happen before the programme even starts. And we will provide food for thought… literally.

And so many more reasons….

So, whether you want to catch a talk, grab a drink, or just have a proper conversation about your learning strategy, we'd love to see you. Learning Technologies is one of the best opportunities of the year to connect, learn and get inspired and we're making sure our stand is worth your time.

See you there.

6 Reasons to Visit HowNow at Learning Technologies 2026

Blog
March 18, 2026
.
5 min read

Onboarding is one of those things everyone agrees matters and yet it’s still one of the most inconsistently done processes in most organisations. Too often it’s a chaotic first week of back-to-back meetings, a SharePoint folder nobody can find, and a laptop that arrives three days late.

Designing onboarding that actually scales is one of the biggest challenges HR and L&D teams face. Most organisations know their onboarding could be better. 

Pauline Taylor, VP of People at HowNow, spoke with Ian Walker on the L&D Disrupt Podcast about what great onboarding really looks like and how to build it properly.

This blog walks you through what came out of that conversation and where to start.

Why Onboarding Matters More Than You Think

Let’s start with the business case, because it’s a strong one.

As Ian puts it:

“The value, of course, is that you are accelerating people’s sense of connection. And the statistic about that is that if people feel that they have been treated well in the onboarding process, their longevity is extended. So from a retention point of view, the evidence is pretty unequivocal.”

Connection drives retention. If a new hire spends their first few weeks feeling lost, anxious, or like an afterthought, you’re already on the back foot, regardless of how good the role is. Good onboarding accelerates that sense of belonging and gets people up to speed faster. Friction in those early weeks doesn’t just feel bad. It costs you time, productivity, and ultimately, people.

Want to learn how to create an onboarding process? Check out this blog on how to create an onboarding process.

Should Employee Onboarding be In-Person vs. Remote?

There’s no universal answer here, but there are some useful principles.

If you’re onboarding in person, you’re making a strategic investment in culture. Salesforce, for example, made in-person onboarding a priority specifically because they believed it was the best way to embed culture from day one. That’s not a logistical decision; it’s a values one.

If you’re onboarding remotely, the goal is to make the experience feel as close to in-real-life as possible. As Ian says:

“Similarly, if you’re doing it remotely, make sure that all of the experience is as far as possible close to the in real life experience.”

The principles are the same: connection, culture, and clarity. The delivery just looks different.

Nail the Employee Onboarding Fundamentals

This one sounds obvious, but it’s where so many onboarding programmes fall apart.

If you’re bringing someone in person, the infrastructure has to be invisible. Ian is direct on this:

“If you’re gonna do it in person, make sure that all of that is properly handled and does not come back onto the individual. Not only will that distract them, it’ll make them more nervous, it’ll make them feel less good about the whole experience. But it will detract from the efficiency of ramping them up quickly as well.”

That means flights and hotels booked correctly, a laptop ready on day one, security badges sorted in advance, and schedules organised. Get the admin right, and everything else has a chance to land.

What Should Actually Be In Your Onboarding Programme?

Your company culture is the most important element of any onboarding programme. Don’t just list your values on a slide and move on. Bring them to life.

Ian’s advice here is clear:

“Bring in managers, bring in people who are living the culture. So it’s not just someone listening to the same person, same voice all day. You’re getting different voices in there, but you’re getting people sharing their lived experience of why is this culture important to me?”

When people share their lived experience, it lands differently. It’s personal, it’s real, and far more memorable than a PowerPoint.

Networking opportunities

When you’ve got a cohort of new starters in a room (or on a call) that’s a real opportunity. Ian puts it well:

“Use this opportunity to build your network as well. Understand what’s happening within the company because not only will you leverage those relationships, but you’ll learn about what are potential career paths that you can also follow?”

Build in time for people to actually connect with each other. Those relationships can shape how people collaborate and grow within the organisation long after onboarding ends.

Setting real performance expectations

Be upfront about what working there actually looks like. Ian recalls:

“I remember talking to a room full of newly hired employees and saying, you’re gonna be expected to work hard. And you could see these big eyes — and it’s like, yeah, it’s just a reality. You are gonna be held to account for what you do. So expectation setting early on, I think, is really key.”

Ideally, it starts in the interview process, but reinforcing it early avoids misalignment down the line.

The big picture

Help new starters understand how the company works from top to bottom. As Ian explains:

“If you can explain from a top level down, this is a corporate objective, this is what we try and accomplish, this is how it cascades down within each team and each department — how it all fits together and what role you play in it — people get the sense of the bigger picture they’re playing within the organisation as well.”

When people understand how their work connects to something larger, they’re more motivated and more effective.

The Triangle: Getting the Handoff Right

This is one of the most important (and most overlooked) parts of onboarding at scale.

Onboarding isn’t one team’s job. It’s a shared responsibility across three groups:

  1. The onboarding team: responsible for culture, company-wide knowledge, and the rites of passage every new starter goes through
  2. The enablement or L&D function: responsible for the functional knowledge someone needs to actually do their job
  3. The manager: responsible for supporting the new hire and integrating that learning into day-to-day work

Ian is emphatic about how closely these three need to work together:

“The enablement organisation and the onboarding organisation need to be in a triangle. A really close triangle. So that the handover is happening effectively. The knowledge is being built upon. It’s not being duplicated. Nothing worse than when someone’s being invited to one call for onboarding and then they’ve been invited to an enablement call. You can’t allow that to happen. It has to be sequential and it has to be managed collectively.”

When this triangle breaks down, the new hire falls through the gaps. When it works, everything flows.

Onboarding is a Two-Way Street

Onboarding isn’t something that happens to a new hire. They have a role to play too. As Ian puts it:

“The fourth person is the learner themselves. They need to invest the time in order to onboard themselves effectively. So they need to read the materials, do the out of the room learning piece, as well as relationship building out of the room as well, which is so key to onboarding effectively.”

Setting that expectation early makes a real difference. People who take ownership of their own onboarding get up to speed faster and feel more settled sooner.

How Long Should Onboarding Last?

There’s no magic timeline that works for every role, every person, or every organisation. The length of onboarding depends on the complexity of the role, the individual’s prior experience, and how transferable their skills are.

What Ian suggests is a more interesting reframe altogether:

“You should always feel that you’re onboarding because you are always in your job. And particularly now, jobs are changing so quickly that if you have that beginner’s mindset, you are always onboarding yourself in a new direction. If you are always growing yourself.”

The most effective people don’t stop onboarding when week four ends. They carry that curiosity with them.

The Summary

Great onboarding isn’t about cramming as much information as possible into someone’s first week. It’s about connection, clarity, and getting the fundamentals right so people can do their best work sooner.

Get the logistics sorted. Bring culture to life. Build the triangle. Give new starters the space to take ownership. Resist the urge to put a fixed time limit on it.

Want to hear the full conversation?

Watch on YouTube


Listen on Spotify

Other relevant blogs:

The HR and L&D How-To Guide for Designing Onboarding That Actually Scales

Podcast
March 9, 2026
.
5 min read
Modern L&D
made simple.
Connect with an expert to explore what's possible with HowNow.
Request a demo