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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.

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PROJECT SUCCESS AND FAILURE POST-MORTEM

Institute a systematic project success and failure post-mortem after every project. The post-mortem is a critical component of a project life cycle. The review should stimulate discussion around six recommended questions:

  1. What was the project’s objective, and what did we set out to do?
  2. What actually happened during the project?
  3. Why did the project go the way it did?
  4. What are the top three things we would do again in the same situation?
  5. What are the top three things that did not work in the project that we would not do again?
  6. What lessons can we take from this experience to the next project?

 

‘Not everything that counts can be counted, and not everything that can be counted counts.’
– Albert Einstein

 

FAIL FAST AND LEARN

Failure is derived from a Latin word that can be interpreted as ‘to stumble’ or ‘to trip.’ An essential capacity for individuals and companies to develop is the ability to learn from failures.

For many of us, COVID forced us to look at different ways to provide our services, manufacture our products, connect with our clients, conduct business remotely and operate under challenging restrictions.

We had to experiment and do things differently, some options worked, and some failed. Inevitably failures are a consequence of doing something new, and critical lessons can provide a complete picture of the costs and benefits related to assets, liabilities and the bottom line.

COSTS

  • What were the labor, material, and production costs?
  • What were the internal costs to the failure, the effect on morale or any fallout?
  • What were the external costs reputationally with our customers or on the market?

CUSTOMERS

  • What assumptions did we make around our customer’s needs?
  • What assumptions need to be updated?

TEAM

  • How effective were we working together?
  • What processes, structures or cultural items need our attention?
  • What skills do we need to focus on improving or gaining?

TRENDS

  • What did we learn about trends that directly affect our business?
  • What forecasts need adjusting?

BOTTOM LINE

What were the critical business insights learned?

WHAT HAVE YOU LEARNT OVER THE FIRST SIX MONTHS OF 2022 regarding your:

  • Business culture
  • Current organizational direction and strategies
  • Customers dynamics
  • Future trends
  • Processes, and
  • The changing market

 

‘ All organizations are perfectly designed to get the results they are now getting. If we want different results, we must change the way we do things.’
– Tom Northup

 

BUSINESS BOOK OF THE MONTH

CEO Excellence

 

 

 

CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest
By Carolyn Dewar, Scott Keller, and Vikram Malhotra
Senior partners at McKinsey & Company

 

 

 

 

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. For any questions regarding conducting a project success and failure post-mortem, please feel free to reach out. Connect with me. 

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YOUR FOCUS IN QUARTER 3

As we enter Quarter 3 of 2022, it is time to reflect on how far you have gotten on your goals over the last six months, what has worked well, what has not, and what you will keep, start and stop doing. Make the next quarter matter. Continuous execution of small daily changes leads to tremendous results.

NARROW YOUR FOCUS IN Q3

As a business consultant, strategist, and executive coach, I work with successful companies and leaders who share a common practice of conducting quarterly reviews and previews.

By starting each quarter with an initial review, you are taking the time to set a benchmark and do a post-mortem on the past three months’ activity and results.

Analyze wins, identify ongoing challenges, and reflect on lessons learned. Evaluate what you will continue to focus on, what you will stop doing and new initiatives and priorities that need to be implemented.

After the review, you then move on to a preview of what is upcoming in the following 90-day period and identify priorities. These 90-day/quarter priorities ensure alignment and provide a transparent and clear focus.

 

‘You will either look back in life and say I wish I had, or I’m glad I did.’
– Zig Ziglar

 

QUARTERLY REVIEW PROCESS

  1. REVIEW your cash flow and identify your top five activities that provide you profit.
  2. ANALYSE your Key Performance Indicator (KPI) results, shortfalls and gaps. This activity will assist in the identification of areas that require your attention. Your KPIs drive your triple-bottom-line results and can often simply be viewed in terms of profit margin per:
    a.   employee
    b.   customer or client, and
    c.   production or delivery.
  3. IDENTIFY your core areas that can be improved upon to increase operational efficiencies. Quarterly process optimization goals are an excellent way to look at this with your team. Creating core processes saves time and provides standard operating procedures, combined with checklists that can reduce errors and increase efficiencies.
  4. REVIEW your long-term strategic initiatives and identify at least one that you can focus on in Q3 that aligns with your vision, will bring value to your team and stakeholders, and will add value to your customers and clients.

WHAT IS ONE THING YOU CAN DELEGATE THIS QUARTER?

Have you recently thought/said,

‘I don’t have enough time,’
‘There is too much to do,’
‘I never have enough time to focus on what is essential?’

If so, it’s time to evaluate how you spend your time and on what.

STEP 1.   List at least 20 things you do in your job or on a day-to-day basis, the more detail you have in your list, the better.

STEP 2.   Draw up a quadrant and in each box, write the topics you see on the image below.

Jenny Reilly Consulting | How To Delegate

STEP 3.   Of all the items you listed in Step 1, please put each one into the most relevant quadrant. Tally how many you have in each quadrant.

STEP 4.   Your objective should be to have most items in the top left quadrant. Everyone is more effective and productive when they work to their strengths and are engaged. If your quadrants are bottom-heavy, work towards making some changes and, when possible, delegate a minimum of one task per quarter to others where they may be a better fit.

 

‘The difference between successful people and really successful people is that really successful people say no to almost everything.’
– Warren Buffett

 

QUARTERLY THINKING

ONE:   What do you want to accomplish by the end of Q3?

TWO:   How will you unwind, unplug and recharge to ensure you bring the best version of yourself to the job weekly?

THREE:   Identify three core professional areas of strength and three core areas of weakness. In Q3, aim to work more in your areas of strengths and do some professional development work in at least one area of challenge to help you improve in the job.

FOUR:   Identify at least five areas you can say ‘no’ to this quarter. One of my TEC members, Joseph Fry, Founding Principle of Hapa Collaborative, operates under a ‘hell yes’ or ‘hell no’ system when defining where he will spend his time. I love his energy and focus on working in areas that matter to the business.

 

If you have any questions about your quarter 3 review and planning or want to learn more about 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.

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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.

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21 Questions to Help You Reflect on 2021 and Set Your Goals for 2022

Reflect on 2021 and Set Your Intentions and Goals for 2022

 

I asked my connections on LinkedIn and Facebook:

If you could choose one word to describe 2021, what would it be?”

Some of the one-word responses included:

accelerating, adaptive, agility, busy, chaotic, courage, devastating, eye-opening, grit, emotional, faith, growth, hope, humbling, inspiring, interesting, opportunity, prodigious, reset, resilience, risk, stressful, transformational, unusual and a ‘waste.’

What is your word to describe 2021?

What will be your word for 2022?

I encourage you to start your planning process by first reflecting on this chaotic year we have had. Making a note of the lessons learned will help you clarify your takeaways, address areas of challenge, and help set your intentions and goals for 2022.

2021 Reflection

2021 Reflection

 

2021 Reflection Questions

  1. What was your greatest lesson this year?
  2. What were the top three challenges you overcome in 2021?
  3. What was the best decision you made in either your professional or personal life?
  4. What accomplishment are you most proud of this year?
  5. What did you learn about yourself that you were unaware of pre-COVID?
  6. What new skills did you acquire?
  7. What new habits did you integrate into your day?
  8. What did you fail to do?
  9. Are you a different person than you were this time last year? How?
  10. What exhausted you, and on the flip side, reenergized you this year?
Goal Setting 2022

Goal Setting 2022

 

2022 Intentions and Goals

  1. What 5-7 professional goals do you want to achieve in 2022?
  2. What 3-5 personal goals do you want to achieve in 2022?
  3. What are you going to STOP doing next year?
  4. What are you going to KEEP doing next year?
  5. What do you want to START doing next year?
  6. What are you planning to do to enable you to step out of your comfort zone?
  7. What relationships do you want to focus on improving in 2022?
  8. What technical or personal qualities do you want to strengthen next year?
  9. How can you improve the integration of your work and personal life?
  10. Are there any improvements you need to make to your work environment to be more productive?
  11. List 3-5 individuals (professional or personal) who are in your support circle that you can rely on for help and advice?

 

Upon answering these questions if you need some direction on setting your goals for 2022, please get in touch to book a complimentary 15-minute goal setting strategy session.

If you are interested in learning about how professional development or executive coaching can help support your leadership or your leadership team, please reach out to askme@jennyreilly.com to schedule a convenient time for a complimentary strategy session.

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