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.