Tactics to help in periods of transition

Tactics to Help You in Periods of Professional Transitions

Do you find yourself answering “YES” to any of the questions below?

  • Are you making or thinking about a career transition this year?
  • Are you in the process of turning your business, department, or team around?
  • Have you recently been promoted and struggling to determine what to focus on first?
  • Are you considering a move into a different area of the business or a geographical move in your job?
  • Are you in the position where you now lead some of your former peers?

Your professional life is made up of one transition after another. All professional transitions provides you with the ability to shine, falter or fail. Shine, and you will advance. Falter, and you may lose the credibility and trust of your colleagues. Fail, and you may not recover if you don’t have the right attitude or outlook to learn from your mistakes and move forward.

‘What got you here won’t get you there.’
~ Marshall Goldsmith

 Steps to Help During Professional Transitions

  1. Determine what you need to learn – fast. How does the company, unit or team operate? Who has influence and why? What internal and external alliances can help support you in your role?
  2. Identify your ‘A’ priorities. Along with A priorities, integrate changes that need to be made in the structure and processes to increase efficiency, productivity and the triple bottom line.
  3. Outline your vision, goals and strategic intent in the position. Be communicative and transparent.
  4. Build your team. If you are taking over leading a team, evaluate your people. Determine if they are in the right seat, need development or are not a good fit.
  5. Focus on early wins. Identify the most pressing weaknesses and make the necessary changes to turn those around. This will help you build credibility in your position.

‘ You only know what you know.’
~ Loretta Swit

If you have any questions about professional transitions or want to learn more on the powerful benefits of executive coaching to elevate your success, please contact us or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.

Leadership tools

Leadership Tools For Your Day-To-Day

I am sharing two leadership tools with you to help you focus on your role.

  1. A brief questionnaire to help you identify your leadership focus.
  2. A self-ranking assessment to assist you with your core leadership activities.

Tool 1: How is Your Leadership Focus?

STEP 1: Answer the following ten questions in the questionnaire below with a yes or no answer.

STEP 2: Prioritize your ‘yes’ answers in order of what would help you most in your role if improved.

STEP 3: Select the top three, and list one thing you can do in each area to improve. These are your top 3 areas to focus. Implement these actions into your schedule to follow through to ensure improvement.

Leadsership Tools - Questionnaire

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tool 2: Your Core Leadership Activities

Leadership requires continual development. Competencies can be strengthened when managing yourself and your team and supervising managers, leads and senior leaders.

HOW DO YOU RATE YOURSELF ON YOUR CORE LEADERSHIP ACTIVITIES?

Step 1: Rate yourself on a scale of 1 (being low) – 5 (being excellent) on the following.

Step 2: In areas where you are rating yourself low, prioritize improvement for next month.

Leadsership Tools - Core Activities

 

If you have any questions about these leadership tools or want to learn more on the powerful benefits of executive coaching to elevate your leadership success, please contact us, or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.

 

Leadership Inner Circle

Review and Preview

2022 Review & 2023 Preview

It’s time to review your past year and set your professional and personal goals and intentions for 2023.

2022 Review

Reflect on 2022 and answer the following four questions:

  1. What worked well for you professionally and personally in 2022?
  2. What did not work and why?
  3. What were your most significant time wasters this year?
  4. What did you enjoy doing most in 2022?

“We do not learn from experience, we learn from reflecting on experience.”
— John Dewey

2023 Preview

Now the fun part, projecting ahead and defining what you want to focus on professionally and personally in the next year.

Annually, I set between seven and ten professional and personal goals.

Professional and personal goals

 

To start, I look at the buckets that are important to me professionally and personally and go about listing the focus for the upcoming year:

For example:

PEOPLE – is everyone in my consultancy in the right seat? They must get it, want it and have the capacity to do it. I then look at how I hire, onboard, train, review, engage and recognize individuals.

CLIENTS – are our clients satisfied with our work? Check-in on client satisfaction, and determine what we can do better to serve client needs.

DATA – what metrics am I using to measure my consultancy. Focusing on my scoreboard of 3-5 core high level numbers form my business that are essential for continuity and scalability.

PROCESSES – review core processes and determine if they remain simple, scalable, efficient, and profitable to the bottom line. Determine if any new processes are required and ensure they are executed uniformly.

FINANCES – review current cash position, pricing model, areas that can be tightened up and financial reporting model for improvements.

Action Plan

After you have determined the areas on which you would like to focus your professional and personal goals in 2023, it is time to write them into a S.M.A.R.T.E.R. statement.

 

Goal Planning

The last step to ensure action on each of the identified goals is to write the first three tasks that you will complete under each goal. This will give you the momentum to move forward and help you work on your goal through to completion.

Action Plan 2023

 

 

If you need executive support to create a production action plan for 2023, please contact us, or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.

FIVE CORE LEADERSHIP TACTICS

There are five leadership tactics that I follow that help me in my consulting practice. I encourage you to think about how they could help you in your position.

1.) Planning Backwards:

Focusing on the future and planning backwards is an effective leadership tactic. It encourages unconstrained thinking and disruptive ideas and will help you to propel your organization forward. Once you have a focused vision, align your people to engage on goals, and develop a comprehensive action plan to move forward.

  • Where do you want to be professionally and personally one year from today?
  • What do you need to do to get there? (Of your action items, prioritize them in sequenced order and develop an action plan on what is required in each step.)

2.) Purpose-driven and value-focused:

My consultancy purpose and values determine my guiding principles. If you have not listed your guiding principles, it is time to do so. Your guiding principles outline how you operate, the organization’s role and the individual within. 

  • What is your company vision, purpose statement/mission, and what values define how you do business? 

3.) Intentionally listen actively:

Leadership is a conversation. Improving your listening ability will be a cornerstone of your leadership success. Listening will assist you in problem-solving, determining and implementing innovative ideas, defining process improvements, and developing new ideas for faster and better outcomes. Engage your team, clients/customers and external stakeholders in a discussion on progress once modifications have been agreed upon, design and circle back to question if you have it right. 

4.) Innovate continually.

You cannot afford to become too comfortable and complacent. Customer and client preferences in the product or service area you are offering are continually changing. Technology advances will improve speed and results, can transform our processes, and adaption of best practices. Quarterly question processes, this will help you retain focus on improvement and will become part of your culture. Encourage bottom-up and top-down idea initiatives for improvement. Make decisions faster and base them on data with a focus on quality. Quarterly, prioritize the top three areas you can innovate to bring the greatest return to your organization. 

5.) Performance – think short and long-term.

To thrive in the long term, we need to have not only long-term goals but also short-term goals to gain momentum. Future-proof your performance by answering the questions below: 

  • What trends are influencing your business and sector?
  • What are your customers and clients seeking or asking that is not currently being provided? 
  • What is your data telling you? The facts have the answers. 
  • Ask your employees for feedback on what is working and what isn’t and any suggestions they have for improvement.
  • What are your duties and responsibilities – are they aligned with your purpose? 
  • Assess how you are doing things, is it the best and most effective way, or have you fallen into a routine and repeated past actions hoping for better results? 

If you have any questions about leadership tactics or want to learn more on the powerful benefits of executive coaching to elevate your professional success, please reach out to +1 604-616-1967 or askme@jennyreilly.com and book a complimentary 30-minute strategy session. If you want monthly leadership and professional development tips, sign up for my JRC newsletter or check out my social media on Instagram for information on my new upcoming 6-month executive leadership course.

Jenny Reilly Consulting | Personal Vision

PERSONAL VISION

So many people go through life without a personal vision. If you are one of those individuals (don’t worry, I was too), it is not too late. The following questions will help you think about what your personal vision could look like. Your personal vision should guide you in all other aspects of your life.

  • If you could project ten years from today, where will you be, what will you be doing and who will you be with?
  • If you attain your vision, what would you be doing differently than you are today?
  • Will you commit to taking the actions needed to reach your vision?
  • What obstacles or challenges do you feel you may have to overcome to attain your vision?
  • What support do you need, and from whom to get started, stay motivated and keep accountable?
  • Have you shared your vision with anyone?
  • Share it, review it regularly and commit to moving it forward by continuous execution of ACTION.

 

‘Tell me, what is it you plan to do with your one wild and precious life?’
– Mary Oliver

 

FIVE EASY STEPS TO YOUR PERSONAL VISION

  1. Develop a PERSONAL VISION – what do you want to do, where do you want to go and how do you
    want to feel? See it, feel it, imagine it.
  2. Set GOALS that will help you achieve your vision. Goals will help you identify actions required for execution. Prioritize your goals and define what you need to focus on per quarter moving forward. List the goals that you will work on through to completion next quarter.
  3. For each goal, PLAN the keystone actions required for every week of the quarter (12 weeks) to produce the results you are looking to achieve. When possible, list action items that can be completed within one week. These will drive your weekly and daily plans.
  4. Commit to working on the WEEKLY ACTIONS. Don’t lose traction. Even when you don’t feel like working on one of the actions, remain true to your commitments. Continuous execution of actions will ensure you retain momentum.
  5. Every Monday, spend 15-30 minutes conducting a WEEKLY REVIEW (what you focused on the week prior) and weekly preview (what you will focus on this week). Your weekly plan will help you map out the actions required in your schedule. Do not skip this step! This will help you MEASURE your weekly success and identify areas that need your attention and improvement.

 

WHAT DOES A GREAT WEEK LOOK LIKE FOR YOU?

Our days are often taken up by items we have not planned or scheduled. To allow time in your schedule to work on priorities, I suggest you allocate three periods in your weekly schedule to increase your efficiency and enable greater focus on tasks required for goal attainment.

WEEKLY THREE-HOUR STRATEGIC BLOCK

This three-hour period is scheduled, not interruptible and prioritized in your weekly plan. During this time, turn your notifications off. Don’t answer the phone during this period, and if in an office, close your door. This time will require 100% of your focus and should never be bumped. It will help you dig deep into strategic activities and get things done.

TWO DAILY 30-MINUTE BUFFER BLOCKS

Schedule one 30-minute period in the morning and the other in the afternoon. Use this time to make/answer phone calls, return voice mail, answer/send emails, and deal with low-value activities.

WEEKLY THREE-HOUR FREE BLOCK

Use this time to get away from your computer and perform face-to-face activities. Lunch or coffee with colleagues/clients/stakeholders. This time helps you focus on priority relationships that require your full attention.

 

‘Unless commitment is made, there are only promise and hopes; but no plans.’
– Peter Drucker

 

WHAT ARE YOU WAITING FOR?

‘Once I have a holiday, I will have more energy.’
‘When we hire additional resources, we will be more organized.’
‘When the economy picks up, things will be better.’
‘Things will settle down after our busy period, and we will have more time to work on process improvements.’

Stop waiting for things to change. Make the change. You have control of one thing – your actions.

Take responsibility for the actions you take.

Commit to focusing on your actions to make your vision a reality, be self-accountable, and consistently execute on what needs to be done.

No more excuses, demonstrate your commitment – let’s get going.

BE IN THE MOMENT

Technology is excellent. However, how often do we get so distracted by it and forget to be in the moment? Alerts pinging, social notices, text messages… all take you away from being in the present. It is almost as though the fear of missing out outweighs social interaction conventions, whether in a professional or social setting. Being continually on is exhausting, stressful, and often a factor of burnout.

How much will you miss if you don’t look at your phone when you are in a meeting or when talking to one of your colleagues, clients, or stakeholders?

I encourage you this week to SLOW DOWN, be present and focus on one thing at a time. You will be surprised by how much you get done and how better you feel.

ACTION COMMITMENTS

Choose one thing that would make a significant difference if you did it daily in your professional or personal life.

Got it? Now commit to doing it daily for one quarter. The simple act of consistently executing on a critical action item that will help you be better in your job or personal life will benefit you fivefold.

 

‘There’s no such thing as work-life balance. There are work-life choices, and you make them, and they have consequences.’
– Jack Welch

 

If you have any questions about personal visions, or want to learn more on the powerful benefits of executive coaching to elevate your professional success, please reach out to +1 604-616-1967 or jenny@jennyreilly.com and book a complimentary 30-minute strategy session. If you want monthly leadership and professional development tips, sign up for my JRC newsletter or check out my social media on Instagram for top leadership advice throughout the year.