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Leadership Success Leadership Transition Onboarding Leaders

Leadership Transition Plans: Core Elements

Leadership transitions into new roles and organizations can be fraught with hidden landmines and potential career derailers. A surprisingly number of newly hired leaders don’t survive in their roles beyond 18 months. To ease this transition, forward-thinking organizations establish onboarding programs that include three critical elements including a leadership transition plan, internal mentors, and executive coaching. 

What is a transition plan?

A leadership transition plan is a valuable document that outlines success outcomes and other factors that could impact a leader’s ability to function well in their new role. As an executive coach, I have partnered with clients to help them create a draft plan.

Once developed, it is critical for a new leader to align the plan with their boss initially and throughout the following 6-9 months. In essence, the plan becomes a working document revised as conditions change and the new leader becomes more grounded in their new role.

Elements of a transition plan

There are seven components of a well-considered leadership transition plan. 

1. Key priorities and success outcomes for a new leader 

New leaders must clearly understand and align priorities and associated success outcomes with their bosses. Steven, a new Chief Financial Officer, is accountable for implementing a new financial accounting system and upgrading key business processes. 

2. Time-bound goals and milestones

Time-bound goals delineate expectations for 30, 60, 90, and 120 days that map to the new leader’s key priorities. This element for a leadership transition plan helps ensure a new manager is on-track. Steven set the 30-day goal of assessing his organization’s readiness for transformational change. 

3. Decision authority

New leaders need to understand their authority to make decisions. This authority could consist of decisions they can make unilaterally and those where they must consult their boss or peers. With Steven, he ultimately owns many decisions but is expected to engage a steering committee, including some of his peers, given the far-reaching impact of a new financial system.

4. Risk factors

Risk factors include issues new leaders face that could derail their efforts to achieve their priorities. For example, Steven’s efforts to implement a new financial system could fail based on a series of failed software implementations in the past ten years in his organization. His new organization is in the process of launching three other change efforts that could distract his stakeholders from supporting the new financial system implementation.  

5. Leader strengths and weaknesses

A well-designed leadership transition plan also identifies the skills needed by a leader in light of their risk factors and goals, along with their strengths and weaknesses. Steven realized that his priority in implementing a new financial system would require him to manage resistance and make presentations. His aversion to public speaking and tendency to become overly directive when faced with opposition represented developmental opportunities for him. He and his new boss talked this through, including developmental actions he could take to function more effectively.

6. Key stakeholders 

Key stakeholders represent important people a new leader must engage to achieve success. In consultation with his manager, Steven identified ten key stakeholders that could significantly impact the success of his system implementation efforts. They discussed the personalities and interests of each stakeholder, along with strategies to engage each.

7. Mentors and other resources

A vital component of a transition plan is a list of supportive resources available to a new leader. Steven identified several needed resources, and his boss helped him identify individuals who could play a role in his success. For example, Steven’s resource list included well-regarded cultural mentors who understood how to implement change in his organization and various organizational process experts. 

 

An essential component of a comprehensive onboarding process is a leadership transition plan jointly developed between a new leader and their boss. This plan is often a working document revisited periodically in the first six months of a new leader’s tenure. A transition plan as part of a well-designed onboarding process can help new leaders speed their transition to their new roles to feel confident and produce tangible results. 

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Additional resources on leadership transitions and transition plans:

The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter, Updated and Expanded

The New Leader’s 100-Day Action Plan: How to Take Charge, Build or Merge Your Team, and Get Immediate

Dr. Kevin Nourse has more than 25 years of experience coaching leaders who are experiencing transitions to thrive in their new or expanded roles. He is the founder of Nourse Leadership Strategies, a coaching and leadership development firm based in Southern California. For more information, contact Kevin at 310.715.8315 or kevin@nourseleadership.com

(c) 2022 Kevin Nourse

 

Categories
Executive Coaching Leadership Success Time Management

Leadership Effectiveness: Breaking Free of the Shiny Object Trap

Steven, an experienced CEO, was very effective in his role but wanted to explore ways to take his productivity to the next level. Specifically, he described how he was subject to what I refer to as the shiny object trap – losing sight of his daily priorities and getting distracted with a less critical task or time waster. 

He realized the magnitude of the problem when he received feedback from direct reports about their frustration with his reactivity and distracted state of mind, which prevented him from making timely decisions. 

As an executive coach, Steven’s experience is surprisingly common among my leadership clients who are trapped in a reactive mindset and get derailed on advancing strategic priorities. In this era of endless emails, texts, and other social media interactions, there is no lack of distractions that limit leader effectiveness. Neuroscientists have taught us how our nonstop reaction to technological disruptions creates new unproductive habits, similar to Pavlov’s dogs salivating at the sound of a bell. 

Building Awareness

The cost of these distractions can be substantial in terms of reduced sense of personal achievement and delayed or mismanaged change efforts. Most managers could easily spend their whole day on their computers or cell phone and not advance any strategic priorities.  

In coaching Steven, I explored the underlying causes and factors that limited his effectiveness as a first step before helping him design experiments to try new behavior.

Steven recently completed the Myers-Briggs Type Indicator, revealing that he was a perceiver on the judging-perceiving scale. As a perceiver personality type, he likes to remain open and flexible in emergent situations. However, it was evident to Steven that his personality strength had become a liability due to being overused. 

Steven tried three strategies to build awareness of the current state before determining how to change it:

  • We explored how Steven’s preference served him and when it did not and clarified what it would feel like if he over-functioned with his perceiving preference. 
  • Steven took notes in his journal when the shiny object phenomenon occurred for two weeks and his emotions; this allowed us to understand better the situational factors that triggered his behavior.  
  • He asked his direct reports to provide feedback about the impact of his unfocused and reactive style on their productivity.

As a result of these awareness-building activities, Steven realized how his reactivity to email and texts triggered an adrenaline rush. This experience, combined with his boredom with strategic planning and visioning, created the perfect conditions for this bad habit to persist. He realized the magnitude of the problem when he received feedback from direct reports about their frustration with his reactivity and distracted state of mind, which prevented him from making timely decisions. 

Moving Into Action

Steven developed four initial strategies in our coaching sessions to manage his distraction. I suggested he frame these options as experiments he could try and upgrade over time.

Clear goals and accountability

Steven began setting clear priorities for each week and communicating these priorities to his team to enhance his accountability. With this accountability and clarity, he reduced his temptation to get caught in distractions, including email, texting, and social media.

Triage the situation

He learned to assess and triage the incoming emails and texts to quickly screen out hot issues associated with critical stakeholders (e.g., an issue raised by a board member) that did need his focus. For those that were not urgent, he added them to a list to review later in the week.

Timeout periods

Steven began experimenting with timeout periods on social media and text messaging, where he closed his email application and muted his cell phone for 30-minute blocks. He let his administrative assistant know about this experiment so that if truly critical situations emerged, she could notify him. This experiment was challenging at first, but he began to establish a useful new habit as he practiced it. 

Weekly reflection

Steven blocked out his calendar on Friday afternoons and revisited the list he created of potential issues and problems during the week. Through this more in-depth review, he chose which topics needed action in the next week and the extent to which he could or should delegate them downward.

He also considered the underlying issues prompting urgent emails and text messages from various stakeholders to assess how to prevent future crises. For example, Steven began scheduling regular informal calls and breakfasts with board members to stay in touch with emergent issues or concerns they had before it became a crisis prompting urgent emails and text messages.  

Many leaders struggle with the shiny object trap, where unanticipated emails and text messages cause them to lose focus on their highest priorities. The secret sauce for improved leadership effectiveness begins by building self-awareness to identify mindsets and habits that diminish your impact and then take action with bold experiments. 

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Dr. Kevin Nourse has more than 25 years of experience coaching leaders who are experiencing transitions to thrive in their new or expanded roles. He is the founder of Nourse Leadership Strategies, a coaching and leadership development firm based in Southern California. For more information, contact Kevin at 310.715.8315 or kevin@nourseleadership.com

(c) 2022 Kevin Nourse

Categories
Healthcare Leadership Development Leadership Success

Strategic Leadership: Becoming the CEO of Your Department

The increasingly complex and rapidly changing context facing healthcare organizations, especially in an era of global pandemics, translates to a significant burden on CEOs to demonstrate strategic leadership.   Setting aside time to anticipate potential threats and opportunities is tricky for many CEOs who can easily get trapped in tactical firefighting. The key is building their direct reports’ capabilities, enabling them to anticipate the pressures facing the CEO.

I work with several senior healthcare leaders who have indicated their desire for their subordinates to demonstrate strategic leadership in their departments as if they were a CEO. However, in conversations I’ve had with middle managers, this concept is poorly understood.    So what does it mean to think and act like a CEO demonstrating strategic leadership?

A hallmark of CEO functioning is strategic thinking. Strategic thinkers transcend their functional silos and can consider multiple perspectives in facing issues or challenges. CEOs vary their focus directionally in four ways: inward, downward, lateral, and upward/outward. In focusing on these directions, they consider threats, challenges, and opportunities they can exploit.

Inward Focus

Focus inward, consisting of self-awareness and self-management, and taking responsibility for your behavior and development:

  • Building awareness of your strengths, weaknesses, and emotional hot buttons
  • Asking colleagues for feedback on ways you can improve your impact
  • Creating a development plan that identifies weaknesses you want to develop and strengths to better leverage
  • Taking accountability for your words, actions, and commitments

Downward Focus

Focus downward consists of actions you take to lead and motivate your team, both the individuals who report to you and the team dynamic. Important practices include:

  • Mitigating your weaknesses by leveraging the talents of your direct reports
  • Asking your subordinates about their career interests and finding ways to help them realize them
  • Regularly engaging your team to get their input on critical issues
  • Noticing and recognizing peak performance among your direct reports
  • Communicating desired outcomes to your team and inviting them to determine the best way to achieve them

Lateral Focus

A lateral focus consists of your actions to engage and collaborate with your peers:

  • Developing strong, trusting coalitions among your peers
  • Engaging peers to elicit their input on changes in your department that might have downstream impacts
  • Proactively collaborating with your peers to improve core organizational processes
  • Advocating for your peers even if they aren’t present

Upward and Outward Focus

Focus upward and outward to proactively manage the relationship and concerns of your boss and external stakeholders and customers:

  • Understanding your organization’s strategic plan and how your department supports the attainment of critical priorities
  • Assessing and understanding emerging healthcare trends, best practices, and potential future risks
  • Continually improving the functioning of your department without being asked
  • Anticipating the challenges your boss is facing and proactively suggesting solutions
  • Paying regular attention to the needs – both expressed and unexpressed – of your external clients and stakeholders.

The road to becoming a CEO is a long one that takes persistence, resilience, and passion. Few people successfully navigate this journey. However, the essence of a CEO mindset and behavior – strategic leadership – can be incorporated into your leadership toolkit now and pay immediate returns for your career success and advancement.   

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Dr. Kevin Nourse has more than 25 years of experience coaching leaders who are experiencing transitions to thrive in their new or expanded roles. He is the founder of Nourse Leadership Strategies, a coaching and leadership development firm based in Southern California. For more information, contact Kevin at 310.715.8315 or kevin@nourseleadership.com

(c) 2022 Kevin Nourse