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TIPS FOR TRANSITIONING INTO A NEW ROLE

Transitions into lead roles are critical, and for those transitioning, this time can be challenging and stressful as you prove yourself to your colleagues and team. Try some of the following tactics over your first 90 days in your new role to alleviate some of this stress.

  1. Do your research and prepare yourself – get to know those in your team and whom you report to and understand their expectations and thoughts on what success will look like for you in the role. Your initial interactions form first impressions, so think carefully about the foundations to lay to create positive connections within your team, with peers and stakeholders.
  2. Observe, learn, and ask questions – find out who has and where to find information is half the challenge. To accelerate your transition, be focused and systematic in deciding what you will learn and how to do this efficiently.
  3. Build relationships – observe and be mindful of who is setting the tone, who is processed based, the go-to for answers, the motivator… this will help you strategize more effectively and build on the team dynamics. The easiest way to do this is to have brief ‘getting to know you’ calls to learn as much as possible.
  4. Manage expectations – through regular communication, organized team status meeting and 1:2:1’s. Working virtually requires more intentionality in coordinating and facilitating productive discussions. Highlight areas of focus: execution tactics on goals, what has been accomplished, what is currently being worked on, what is on, and not to schedule, what pivots or areas have been put on hold due to other pressing priorities, what opportunities and challenges you should be aware of in your role.
  5. Demonstrate your leadership capacity and show problem-solving and strategic thinking skills. Whether you are inheriting a team or building a new team, it is vital to evaluate, align and motivate your team members. Sometimes, some tough decisions need to be made; don’t procrastinate. Your ability to have the right people in the correct team positions is imperative for your team’s success.
  6. Don’t take on too much too quickly. You initially need time to understand the landscape, and you do not want to over-extend yourself to prove a point before competently taking care of your regular duties.
  7. Focus on your goals and how you can strategically attain them. Look for low-hanging fruit and quick, easy wins to build your credibility, motivate action and engagement.

What worked in your old team does not necessarily mean it will work in your current team. Rethink how you lead, what you delegate and how you can create a level of influence that will assist you in building and sustaining alliances. Be aware of your leadership presence, how you are being perceived against how you want to be perceived and the type of leadership brand you want to have in your role. Business orientation, stakeholder connection and expectations alignment will significantly assist you in accelerating your transition and overcoming roadblocks over the first 90 days. 

If you would like more information on leadership tactics and tips when transitioning into a role, I can be contacted at +1-604-616-1967 or jenny@jennyreilly.com. If you want monthly leadership tips, sign up to my JRC newsletter for top leadership advice throughout the year. 

 

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HAPPY 2022! | WHEN IS YOUR WHITE SPACE?

We all need time to think and have uninterrupted time to plan and be innovative in looking at a problem or challenge. For years I prided myself on the ‘busyness’ of my job. There was no white space in my schedule. I went from one meeting or project to another with no unscheduled time in between. Now I pride myself on the opposite, and I ensure there is white space in my schedule, unscheduled time to enable a strategic pause that increases my productivity and focus three-fold.  

I encourage you to look at your schedule for the month of January and into February and make some significant changes to how you are spending your time. If there is a meeting that you do not need to be at, decline. If you do not have an agenda associated with a meeting, reschedule until you do. Introduce white space in your calendar between meetings, block off focused time to work on projects, allow whitespace in your calendar. This pause in your time will allow you to follow up on items and circle back on any special action items that require your attention. 

For every ‘yes’ you make throughout the day on a work item, ensure you have a ‘no’ or delegation of action to another. These simple actions will assist you in beneficial workflow changes, improved communication, and reduced weekly stress. 

Enabling white space in your week provides you with time to think, plan, strategize, implement, execute and reflect – all items that we never otherwise permit time for in our schedules. When you look at your week differently, you will see that you will consciously move low-value tasks from your schedule and spend more time focusing on what is important that will give you increased bottom-line results.

When planning your week, focus on high-value tasks and assess what you can delete from your schedule. If you are a perfectionist, assess the time you require to complete a task and determine what is good enough. Turn your notifications off and allocate time to respond to email queries rather than perpetuate ‘reactive’ mode when notifications are received 24/7. 

Your New Year Professional Development Goal

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Ensure there is white space in your calendar!

If you want to learn more about, leadership coaching, and how your can prioritize your high-value tasks to maximize your success throughout 2022 for you, your team, and your business, reach out to askme@jennyreilly.com or schedule a convenient time for a complimentary strategy session via Jenny Reilly Consulting Calendly.

Get your leadership strategies and tactics in my monthly newsletter, sign up here to subscribe.

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Team Member Development

As we near year-end, after you have conducted your quarter 4 review and set your intentions for 2022, I encourage you to list each person in your team or small business and connect with each one of them. This discussion is not an annual review but a check-in on their professional development progress. If you had identified professional development training or areas of focused development previously, then check in on progress or completion and outcomes. If not, use this time to identify the individual’s technical or soft skills gap and define an improvement plan. Professional development does not have to involve time away from the job. It can be as simple as the following:

  • Hold a lunch and learn on defined topics requiring attention. The topic should address a bottleneck or choke point in a process or the operations, at the beginning of the session plot where individuals rank their knowledge and again at the end of the session.
  • Reference a relevant book, podcast, or online training session (e.g., LinkedIn Learning module) that will assist. Ask the individual when they can finish the item and set up a time to follow up in their schedule and discuss their takeaways and how they can be implemented in their position.
  • Have a standing agenda item on the individuals one-to-one to ensure the topic identified is actioned.
  • Discuss professional development themes that can be a focus for each quarter in 2022. 
  • Implement a daily huddle with the team for a maximum of 15 minutes to focus on priorities, discuss challenges and obstacles and determine an action plan to move forward.

If you can encourage and practice having a desire to learn and be better in one position, in addition to demonstrating action and relentless follow-through, team members will develop and be encouraged to always be on the lookout for how to do things better and improve.

If you want to learn more about, leadership, team member development, and executive coaching for you, your team, and your business, reach out to askme@jennyreilly.com or schedule a convenient time for a complimentary strategy session via Jenny Reilly Consulting Calendly.

Get your leadership strategies and tactics in my monthly newsletter, sign up here to subscribe.

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The Power of Asking a Great Question

If you are helping a client, colleague or team member with a problem, asking the right and relevant question will help guide the conversation. Don’t assume what has occurred. Ask specific questions to obtain the background information that will set the scene to enable you to be of assistance. Often you will find, when asking a series of questions to attain information, the individual that you are assisting will often resolve the issue themselves as they verbalize the background and the steps they have taken so far to resolve the issue.

It is not often the knowledge that is missing to prevent an individual from taking action; it is the motivation to follow through and execute on what is required to resolve the situation—working out how to encourage motivation to act and getting buy-in to execute increases the attainment of results. Possessing the self-confidence to take the next best step in a situation also often requires the ability to help an individual feel empowered to do so. 

When a situation or challenge is shared, that is problematic, asking questions and eliciting ideas from the individual on how they feel the situation could be addressed. It can be as simple as ‘Do you have any ideas on how this issue could be resolved?’ or ‘Is there anything that you could do to help with xx?’ this will develop their capacity to see themselves solving the problem and building their resilience and responsibility muscles that in turn will increase their self-confidence

  1. Ask specific questions about the situation to obtain background information and question on what action they have taken to date to resolve the issue/challenge.
  2. Test the motivation of the individual to execute the action steps to resolve the issue/challenge. 
  3. Ask individuals for their input, suggestions or ideas on how to solve a problem.

Executive coaching can bring you, your team, and your business support and elevated success,  please reach out to askme@jennyreilly.com or schedule a convenient time for a complimentary strategy session via Jenny Reilly Consulting Calendly.

Get your leadership strategies and tactics in my monthly newsletter, sign up here to subscribe.

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Quarter 4 Goals | Your Playbook for Success

For many, at the beginning of the year, you may define business, professional and personal goals and have the best intentions; however, life happened, and you may not be on track to accomplish all you had originally set out to do at the beginning of the year. It is now time to refocus and end the year well.

What will you professionally focus on in Q4?

I discuss Q4 business priorities with many of my Executive Coaching clients. For those of you that do not have a clear plan for Q4, and to assist you in thinking about how you can approach this activity, I have outlined some areas below that I am working on with clients that may help you formulate your areas of focus for Q4. 

What are your key business areas of focus in Q4?  

When conducting a deep dive on my business quarterly, I focus on the following areas:

  1. Client Base + Customer Acquisition
  2. Financial + Revenue Generation
  3. Operational + Execution
  4. IT + Digital
  5. Human Resources + Attracting & Retaining
  6. Sales + Marketing
  7. Administrative + Process
  8. Process Mapping + Improvements

What are your professional and personal goals for Q4?

I set my annual professional and personal goals; however, I also conduct quarterly reviews, and where goals need to change, I pivot and update this list as the year progresses. If you have not done this in 2021 yet, it is time to look back at your original goals. Cross off what you have achieved to date, review what is still outstanding and analyze if those goals still stand as important or need to be completed in Q4. 

As we are in the year’s home stretch with only three months remaining in the calendar year, it is a great time to redefine focus areas for the remainder of the year. Are the goals you initially indicated that you would be working on this quarter still relevant? Due to your current circumstances, do they need to be updated, abandoned, or a new pivot introduced?

The following are eight areas that I think about during my quarterly review. You may include more or less and should base the categories on your situation. When I focus on areas of priority moving forward, I initially rank myself on each item below. We are only as strong as our weakest link, so that is why it is important to look at your whole life canvas and evaluate where you rate yourself, pivot and correct direction if necessary and be confident in the direction you decide to take. 

  1. Career – where do I want to be in my position by December 31st, 2021
  2. Financial – quarterly financial goals
  3. Intellectual – technical or interpersonal professional development focus for the quarter
  4. Parental – areas of focus with each child
  5. Physical – body health and exercise goals
  6. Psychological – attitudinal and emotional focus
  7. Relationship – areas to focus on with significant other
  8. Social – extended family, social and collegial relationship focus

Recognize what is and what is out of your focus of control.  ~ Jenny Reilly

Momentum - jenny Reilly Consulting

Keep the momentum going:

  • Once you start on your goal, connect with your motivators (your ‘why’ for working on the goal) and set a habit frequency to work on your goal daily.
  • When possible, it is best to work on a goal on a specific day/s weekly, to enable consistency in pushing the goal forward.
  • A final note on motivation, when you are working towards something, start with the easiest task first just to get started.
  • Attaining a quick win will help your momentum. 

Focus on what will provide you with the biggest impact professionally and personally in Q4. Once you have reclarified your goals for Q4, break them down into manageable steps, map out your milestone dates, and notate them in your calendar. We need to understand that obstacles may arise in the quarter to slow down progress on our goals; however, if you proactively plan what and how you will complete each step, you will have a greater likelihood of not being derailed and attaining your goals on, or before schedule. 

Take decisive action on your goals. I think of quarters as sprint runs. I have the energy and focus to work on complex projects over three months. A quarter is long enough to make a real impact and short enough not to get bored with the actions required for completion. 

Objectives are not just achieved magically, and work has to be intentional, focused, and planned to make things happen. 

Define your Q4 focus

  1. CLARIFY: When you detail your focus for Q4, it will help you clarify what action you need to take and provide you with the right mindset to move forward.
  2. DESCRIBE each area of focus into a specific goal statement when you detail what needs to be done, how you will do it, and when it provides you with a framework to work within.
  3. ACTION: Taking the first step on a goal is always a motivator to help you take the next. For each action item required, ensure you assign due dates for the activity, so you can map out what can be done by December 31st, 2021.
  4. PRIORITIZE: Having defined goals for the quarter will enable you to prioritize your work to ensure you stay on track and will assist you from falling into a procrastination rabbit hole.
  5. VISION: You can’t go anywhere unless you know where you are going – having your goals to focus on, daily reviewing your list and scheduling the next best step for each will help you formulate a path moving forward.

Your Q4 goals should be thoughtfully formulated. They should motivate action, have clearly defined tactics and an implementation timeline. 

  1. What do you believe you can accomplish in Q4? 
  2. What are your top five priorities over the next 90 days?
  3. What metrics will you track?
  4. How do you see the next three months rolling out in your schedule?
  5. What is your intention, what steps are required, and when will you do it?

Q4 with your team

With each of your teammates at your next team meeting:

  • Evaluate what worked well (in Q3 or over the last three quarters), what did not, and learnings/take-aways from both
  • Determine what action will be continued
  • Provide kudos to those who accomplished goals in the last quarter

If you encountered any wins, setbacks or failures, acknowledge them, learn from them, analyze what went wrong, what went right, and how you could have done things differently to improve the outcome. Reflection on January – September will enable you to facilitate greater progress in Q4. 

 

Achieve your Quarter 4 goals by answering some of these questions and focusing on your key professional and personal areas. If you need support with your strategy and priorities to hit your end of year targets, my executive coaching and business consulting support can help you, your team, and your business excel, please reach out to askme@jennyreilly.com or schedule a convenient time for a complimentary strategy session via Jenny Reilly Consulting Calendly.

Get your leadership strategies and tactics in my monthly newsletter, sign up here to subscribe.