How ETBZ Works in Practice

The Manager & Participant Journey

A synchronized view of what happens on both sides of an onboarding program โ€” from day 1 to program completion.

Manager
Participant
Initiates
Manager ยท Day 0

Configure the Program

The manager opens the ETBZ Wizard and defines the onboarding program: milestones, drift thresholds, recovery rules, and team structure.

Wizard โ€” Step 2: Operating Model
๐Ÿš€ Onboarding Sales Compliance
Board size5ร—5
Duration13 weeks
Early drift7 days
๐Ÿ’ฐ Saved: Replaces weeks of alignment meetings with a 30-minute wizard session
1
Responds
Participant ยท Day 1

Receive the Board

Noah gets an email invitation. He opens his personal bingo board: 25 cells across 6 categories. Clear milestones, clear deadlines.

Participant Board โ€” Day 1
A1
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A4
A5
B1
B2
B3
B4
B5
C1
C2
C3
C4
C5
D1
D2
D3
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D5
E1
E2
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E5
25 cells ยท 0% complete ยท 0 bingo lines
25 cells ยท 0% complete ยท 0 bingo lines
Monitors
Manager ยท Week 1โ€“3

Monitor from the Dashboard

The heatmap shows all 8 new hires. Most are green. Noah is progressing well โ€” 14 cells completed, 2 bingo lines. No alerts yet.

Manager Dashboard โ€” Heatmap
Noah Israel56% โœ“
Michelle Ross62% โœ“
Carlos Reyes38% โš 
Priya Sharma71% โœ“
8 participants ยท 0 critical drift ยท 1 early drift
๐Ÿ’ฐ Saved: Zero manual check-ins needed this week โ€” the dashboard did the work
2
Acts
Participant ยท Week 1โ€“3

Complete Cells, Earn Lines

Noah commits to cells, marks progress, and completes 14 of 25. Two bingo lines unlock: Swag Kit and a coffee with VP R&D.

Board โ€” Week 3
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โœ“ Column 1: Swag Kit ยท โœ“ Row C: VP Coffee
โœ“ Column 1: Swag Kit ยท โœ“ Row C: VP Coffee
Responds
Manager ยท Day 35

Receive a Blocker Alert

Dashboard shows: Noah reported a blocker on "Production Access" โ€” waiting 3 days for DevOps. The system auto-alerts the manager with a recommended action.

Alert โ€” Blocker Escalation
๐Ÿšง Blocker: Noah ยท Production Access ยท 3 days ยท DevOps unresponsive
Send Reminder Escalate
๐Ÿ’ฐ Saved: ~2 hours of manual chasing per blocker โ€” the system flagged it automatically
3
synced event
Initiates
Participant ยท Day 35

Report a Blocker

Noah clicks "Blocker" on the Production Access cell: "I want to progress but can't โ€” DevOps hasn't responded." The drift clock pauses for this cell.

Meta-Action โ€” Blocker
!
Production Access
Blocked ยท DevOps ยท 3 days
Sees result
Manager ยท Day 38

See Re-plan in the Log

The intervention log shows: Noah re-planned 2 cells this week (within guardrails). The manager sees it's managed, not chaotic. No manual intervention needed.

Intervention Log
Re-plans this week2 / 2 max
Manual interventions0
StatusSelf-managed โœ“
๐Ÿ’ฐ Saved: No meeting needed โ€” participant self-managed
4
synced event
Acts
Participant ยท Day 38

Use Re-plan

Noah moves two deadlines by one week โ€” within guardrails (max 2 per week). No shame, no email to manager. Just a logged adjustment.

Meta-Action โ€” Re-plan
โ†บ
Feature + Release moved +7 days
2/2 re-plans used this week
Initiates
Manager ยท Day 45

Activate MVC for a Struggling Participant

Carlos hasn't reported in 10 days. The system recommends MVC. The manager approves โ€” Carlos's board shrinks from 25 to 8 essential cells.

MVC Activation โ€” Carlos Reyes
โšก MVC Recommended: Carlos ยท 10 days silent ยท Board freeze to 8 cells
Approve MVC
๐Ÿ’ฐ Saved: Retained participant instead of full dropout โ€” critical path preserved
5
Responds
Participant (Carlos) ยท Day 45

Receive Reduced Board

Carlos returns to find a smaller board: 8 cells instead of 25. The message: "We reduced the scope. Just do these. When you're ready, click Re-entry."

MVC Board โ€” 8 essential cells
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MVC Mode ยท 8/25 cells active ยท 3 already done
MVC Mode ยท 8/25 cells active ยท Press Re-entry when ready
Reviews
Manager ยท Day 90

Review Program Report

The program ends. The manager sees a full ROI report: 87% completion, 6.5% dropout (vs 14% industry), 24 auto-resolved drift events, only 14 manual interventions.

Program Report โ€” Cohort Summary
Completion rate87%
Dropout6.5%
Auto-resolved drift24
Manual interventions14
Avg recovery time5 days
๐Ÿ’ฐ Result: 30% fewer manual interventions vs. programs without ETBZ
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Completes
Participant ยท Day 90

Complete with Benefits

Noah finishes with 22/25 cells completed and 4 bingo lines. Benefits unlocked: Swag Kit, VP Coffee, Team Lunch, and Hack Day project pick.

Final Board โ€” 22/25 ยท 4 Bingo Lines
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๐Ÿ† 4 Bingo Lines ยท Swag Kit ยท VP Coffee ยท Team Lunch ยท Hack Day
๐Ÿ† 4 Bingo Lines ยท Swag Kit ยท VP Coffee ยท Team Lunch ยท Hack Day

Program Summary โ€” 90 Days

๐Ÿข Manager Outcomes

Manual interventions14 (vs ~40 without ETBZ)
Hours saved on chasing~48 hours
Drift detected automatically24 events
MVC activations4 (all recovered)
Dropout rate6.5% (vs 14% baseline)

๐Ÿ‘ค Participant Outcomes

Cells completed22 / 25
Bingo lines earned4
Re-plans used2 (within guardrails)
Blockers resolved1 (auto-escalated)
Benefits unlockedSwag, VP Coffee, Lunch, Hack Day

Want to see the full interactive version?

Explore the Onboarding demos โ€” participant board and manager dashboard.

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