How ETBZ Works in Practice

The Manager & Participant Journey

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

Manager
Participant
Manager · 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 — Step 2: Operating Model
🚀 Onboarding Sales Compliance
Board size5×5
Duration13 weeks
Early drift7 days
💰 Saved: Replaces weeks of alignment meetings with a 30-minute wizard session
1
Participant · 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 — Day 1
A1
A2
A3
A4
A5
25 cells · 0% complete · 0 bingo lines
Manager · Week 1–3

Monitor from the Dashboard

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

Manager Dashboard — Heatmap
Noah Israel56% ✓
Michelle Ross62% ✓
Carlos Reyes38% ⚠
Priya Sharma71% ✓
8 participants · 0 critical drift · 1 early drift
💰 Saved: Zero manual check-ins needed this week — the dashboard did the work
2
Participant · Week 1–3

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 — Week 3
✓
✓
✓
●
—
✓ Column 1: Swag Kit · ✓ Row C: VP Coffee
Manager · Day 35

Receive a Blocker Alert

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

Alert — Blocker Escalation
🚧 Blocker: Noah · Production Access · 3 days · DevOps unresponsive
Send Reminder Escalate
💰 Saved: ~2 hours of manual chasing per blocker — the system flagged it automatically
3
synced event
Participant · Day 35

Report a Blocker

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

Meta-Action — Blocker
!
Production Access
Blocked · DevOps · 3 days
Manager · 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 ✓
💰 Saved: No meeting needed — participant self-managed
4
synced event
Participant · Day 38

Use Re-plan

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

Meta-Action — Re-plan
↺
Feature + Release moved +7 days
2/2 re-plans used this week
Manager · Day 45

Activate MVC for a Struggling Participant

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

MVC Activation — Carlos Reyes
⚡ MVC Recommended: Carlos · 10 days silent · Board freeze to 8 cells
Approve MVC
💰 Saved: Retained participant instead of full dropout — critical path preserved
5
Participant (Carlos) · 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 — 8 essential cells
✦
✦
✦
—
—
MVC Mode · 8/25 cells active · Press Re-entry when ready
Manager · 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 — Cohort Summary
Completion rate87%
Dropout6.5%
Auto-resolved drift24
Manual interventions14
Avg recovery time5 days
💰 Result: 30% fewer manual interventions vs. programs without ETBZ
6
Participant · 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 — 22/25 · 4 Bingo Lines
✓
✓
✓
✓
—
🏆 4 Bingo Lines · Swag Kit · VP Coffee · Team Lunch · Hack Day

Want to see the full interactive version?

Explore the Onboarding demos — participant board and manager dashboard.

Open DemosBecome a Pilot Partner