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An interactive infographic describing how to develop an onboarding process to help students succeed in the remote classroom

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Onboarding Students for Successful Remote LEarning

The impact of successful onboarding

Find out more about onboarding students to ensure they succeed as remote learners.

Creating onboarding materials

onboarding communications plan

The onboarding roadmap




The Impact of Successful Onboarding


If you get your onboarding right, you will see huge benefits to your teachers, your students their learning and your business

Teacher Stress

Classroom Dynamics

Successful Learning

Drop out

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Good onboarding reduces teacher stress because students come to the remote classroom prepared and understand what they have to do.

Good onboarding improves learning because students know how to take digital notes, set goals and track their own achievements.

Good onboarding reduces drop out rates because students are supported and know how to use their learning environment and deal with any problems they may have.

Good onboarding improves classroom dynamics because students know what is expected of them, they have a code of conduct and there is a reporting procedure is in place to protect them.


First lesson






The Onboarding Roadmap

Having an onboarding roadmap can help you plan how you prepare your students for remote learning by providing them with the skills and information they need to study online before their first lesson.

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Students need to understand how their physical environment impacts on their remote learning experience.

TechnicalUse headphonesUse microphoneUnderstand volume settingsMute video/audioTroubleshootUse chatUnderstand breakout roomsUse browser tabsScan QR Codes

EnvironmentalQuiet roomGood LightingWell positioned cameraUncluttered backgroundDistraction-freeCool and well ventilatedComfortable seating positionSpace to move around

PedagogicalTake notesReview notesCreate a portfolio

BehaviouralDress appropriatelyFollow code of conductUnderstand reporting proceduresUnderstand the consequences of bad behaviourUnderstand the importance of protecting each others' digital identity Manage their time effectivelyWork as part of a team

MotivationalUnderstand the impact of isolation Understand the importance of socialisation timeCreate a learning roadmapTrack goals and achievementsUse a portfolio to review progress

Students need to understand how the virtual platform works and how to use the various functions to enhance their learning experience.

Students need to understand how to manage their online learning to ensure that they realise their full potential.

Students need to understand how to behave appropriately within the remote classroom to ensure that all students feel safe and comfortable.

Students need to understanding how to set short and long term goals, record milestones and assess their own development to optimise progress and motivation.

EnvironmentalStudents need an appropriate place to study. This includes:Quiet roomGood LightingWell-positioned cameraUncluttered backgroundDistraction-freeCool and well ventilatedComfortable seating positionSpace to move around

PedagogicalStudents need to know how to:Participate within breakout roomsTake notes during remote classesReview their notes regularlyCreate a digital portfolio to collect and review their work

MotivationalStudents need to: Understand the impact of isolation Understand the importance of socialisation time in the remote classroomCreate a learning roadmapTrack goals and achievementsUse a portfolio to review their own progress

TechnicalStudents need to be trained to:Use headphonesUse a microphoneUnderstand volume settingsMute and unmute video/audioTroubleshoot technical problemsUse the chat functionUnderstand how breakout rooms workUse browser tabs to explore materialsScan QR codes to access materials

BehaviouralStudents need to:Dress appropriatelyFollow a code of conductUnderstand reporting proceduresUnderstand the consequences of bad behaviourUnderstand the importance of protecting each other's digital identityManage their time effectivelyWork as part of a team

Creating Onboarding materials






Goals and Milestones

Recognise and celebrate student achievement by awarding digital badges and helping decide what their next goal should be.

Learning contract

Create a learning contract with students so they know what is expected of them and what they can expect of the teacher and the school.

Learning roadmap

Create a learning road map with students so they know what they will be studying and can evaluate their own progress as they move towards their goals.

Code of conduct

Create a code of conduct so that students know what is and is not acceptable behaviour, how to report inappropriate behaviour and what the consequences are.

Measuring Achievement

Work with students to create and maintain a digital portfolio so you and they can assess their progress and track learning.

In order to make your onboarding process successful, you need to create and share a number of documents with your students.

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Code of ConductHere are some suggestions for points to include in your student code of conduct: GoogleDoc

Learning ContractHere's an example of a learning contract that may help with some ideas for your own: Learning Contract

Learning RoadmapYou can use tools like Trello to create a learning roadmap. This can be like a Kanban board with digital cards that students move to the left as they feel more confident that they have mastered this area of skill or knowledge.Example: https://trello.com/b/5WjSBOA9/my-learning-goals

Goals and MilestonesFind out more about how you can use badges to mark and celebrate students achievement:https://info.badgr.com/Achieve Anything, Recognize EverythingLeading Badging Programs Powered by Badgr Put Your Users' Learning Journeys into Perspective Portable Lifelong Learner Records Connect Each Step of a...Badgr

Portfolio ToolsThere are a wide range of tools that you can use to create students portfolios.https://www.bulbapp.com/https://web.seesaw.me/ https://mahara.org/https://edublogs.org/https://freshgrade.com/More portfolio toolshttps://www.scoop.it/topic/tools-for-learners?q=portfolio


Email Nurturing

Create a scheduled sequence of emails to drip feed information about how the course and platform works and what students can expect. Don't overload them with too much information at one time.

Your Onboarding Communications plan





Students' Manual

Create a concise user manual for students to show them step by step how their course works. Use lots of images to show them rather than tell them.


Collect your frequently asked questions and create concise answers. Make this accessible to your students through the site and in your email nurturing campaign.

How to Videos

Create short screencapture video tutorials to show students how to use the key functions of your remote classroom and learning platform.

Onboarding Tutorials

Schedule tutorial sessions in the remote classroom before the course starts to help students get used to the platform and practice using it.

Plan how you will communicate your onboarding process to your students and procude the materials you need to support them.

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Email nurturingYou can use tools like Mailchimp to create a sequence of emails that contains links and information to your onboarding documentation.https://mailchimp.com/

Students' ManualYou should divide your manual into short chapters and have clear indexing and images showing step by step how your course works. Try to keep the text to a minimum. Deliver the chapters individually as part of your email nurturing sequence so that you don't overload students. Also make the complete manual easily available for reference.

FAQsCollect all the questions that your students ask about the different elements of your course and write concise answers (with images or videos explainers where appropriate). Make the FAQs clearly visible around your site or platform.

How to VideosCreate a sequence of short (around 1 minute) how to videos to show students how to use the main functions of your course and platform. Feed links to these through your email nurturing sequence.

Onboarding TutorialsSchedule onboarding tutorials with students, so they have the opportunity to try the platform before the class. These can be done individually or in groups. This will help to deal with most of the technical challenges and give the teachers and students to the opportunity to step straight into learning from lesson one rather than having to spend the first lesson troubleshooting. Students' first impressions from their first lesson will define their attitude and openness to learning remotely. Make sure their first experience is positive.

Created by Nik Peachey Pedagogical Director - PeacheyPublications Ltd

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