new leader transition

After many years of successfully transitioning leaders, we know what every one of them needs. More importantly, we make sure they receive it.

New Leader Transition

likelihood that teams meet their 3 year performance goals
0 %
less attrition in the team
0 %

– Successfully Transitioning to New Leadership Roles, Keller and Meaney, McKinsey 2018

Here’s a sobering fact: Our research shows that the third month of a new leader’s employment is often a time of reckoning, when they weigh their decision to join the organization.

“Have I made a mistake?” “Are the assurances they gave me turning out to be empty promises?” “Am I really going to meet my full potential here?”

Fortunately, here’s another fact: the Connect the Dots New Leader Transition Solution not only anticipates these questions, but it also helps to assure that the answers are all in their and your favor.

This is no simple feat. Which is why the program can run up to 12 months. After all, successfully integrating a new leader doesn’t happen overnight.

But the new leader and your organization can enjoy the benefits of onboarding from the day they receive their letter of acceptance, all the way through their forging a long-term career with you.

Our New Leader Solution is a guided process that positions the new leader for success

  • Establishes clear onboarding objectives
  • Identifies strategies for navigating the organization’s culture
  • Builds strategic relationship with key stakeholders
  • Assesses the leader’s team and prepares a plan to leverage strengths and address gaps
  • Identifies the right deliverables at the right time

At the core of our New Leader Transition Solution is our proven on-target® transition coaching program.

Every new leader, and every organization, wants the same thing: quick integration into the organization and the ability to deliver what the new leader was hired to do.

How those dual goals can be achieved is what our on-target® leadership transition coaching was designed to deliver.

Here’s how: First, we assemble the most vital information about the position and the person hired, including objectives and expectations for the first six months. We then help to build a customized plan that includes key stakeholder meetings with purpose, not your typical “meet and greets” that are often not connected to or initiate meaningful work. Also included are primary touch points with the hiring manager and HR Partner to support the leader’s transition.

Next, we organize and apply that valuable knowledge and information into the actionable on-target® coaching plan. This results in far fewer surprises and disappointments, and far more opportunity for what you and the new leader want most: success.

Along the way, we get the new leaders what they need to be successful.

What they need And what they get

Let’s break it down by the month.

Prestart

What the new leader needs:

  • Knowledge about the company, function, and role
  • Connection to the hiring manager and HR partner
  • Support for personal transition

What the new leader gets:

  • Information about the company history, current state, and high-level objectives
  • Validation of their decision to join
  • Purposeful interaction with the hiring manager and key stakeholders

Month 1

What the new leader Needs:

  • Focus on learning the function and role
  • Clear early objectives, meetings with key stakeholders
  • Understanding the culture and how to navigate

What the new leader Gets:

  • Transition plan, integrating daily work with learning
  • Strategy for building relationships with key stakeholders “meet and greets”
  • Input and support from HR partner and hiring manager

Month 2

What the new leader needs:

  • Strong key relationships and feedback about cultural “fit”
  • Team assessment and action plan to address gaps

What the new leader gets:

  • Strategy and support for assessing team
  • Structured meetings with hiring manager and HR partner to track progress
  • Early feedback with our are you connected?® measuring transition and cultural fit

Month 3-6

What the new leader needs:

  • An ongoing strategy for key relationships, and actionable feedback
  • Assessment of success against onboarding objectives

What the new leader gets:

  • Feedback data about how they are perceived
  • Achievement of shared objectives and expectations
  • An action plan for transition to performance management and development

What they need And what they get

Let’s break it down by the month.

What the new leader needs:

  • Knowledge about the company, function, and role
  • Connection to the hiring manager and HR partner
  • Support for personal transition

What the new leader gets:

  • Information about the company history, current state, and high-level objectives
  • Validation of their decision to join
  • Purposeful interaction with the hiring manager and key stakeholders

What the new leader needs:

  • Focus on learning the function and role
  • Clear early objectives, meetings with key stakeholders
  • Understanding the culture and how to navigate

 

What the new leader gets:

  • Transition plan, integrating daily work with learning
  • Strategy for building relationships with key stakeholders “meet and greets”
  • Input and support from HR partner and hiring manager

What the new leader needs:

  • Strong key relationships and feedback about cultural “fit”
  • Team assessment and action plan to address gaps

 

What the new leader gets:

  • Strategy and support for assessing team
  • Structured meetings with hiring manager and HR partner to track progress
  • Launch are you connected? survey to gather 360 feedback regarding transition and cultural fit

What the new leader needs:

  • An ongoing strategy for key relationships, and actionable feedback
  • Assessment of success against onboarding objectives

 

What the new leader gets:

  • Feedback data about how they are perceived
  • Achievement of shared objectives and expectations
  • An action plan for transition to performance management and development

on-target® LEADERSHIP TRANSITION COACHING BENEFITS

  • Creates alignment between the new leader and hiring manager for objectives and deliverables
  • Provides the new executive with early, actionable feedback
  • Allows the executive to get up to full speed faster, thus reducing the time to create a return on the organization’s investment
  • Positions the leader to successfully align his/her team around his/her vision and strategy, thus decreasing the risk of low engagement and retention

are you connected?® gathers invaluable feedback early on — instead of when it’s far too late.

To us, it’s unforgivable if a new leader stumbles or fails primarily because the information needed to make the right decisions and deliver the expected results were never made clear. It’s as if the new leader were set up for failure.

Enter our are you connected?® survey — early on — asks all the right questions that all too many companies don’t.

This vital feedback, gathered in a web-based 27-question 360º survey, gives hiring managers the information and insights at a critically early point in time for the new leader.

Leaders can course correct, get clarity & make adjustments rapidly – all allowing them the full and fair opportunity to deliver the results both of you want and can achieve. are you connected?® provides critical feedback when it matters most.

are you connected?® MEASURES THE 7 INDICATORS OF ONBOARDING SUCCESS

Organizational Knowledge

Business/Market Knowledge

Cultural Fit

Peer Relationships

Team Assessment

Stakeholder Perceptions

Personal Transition

are you connected?® BENEFITS

  • Provides hiring managers with a structured, targeted resource for facilitating feedback discussions with their new leaders
  • Gives new leaders qualitative and quantitative feedback early enough to act
  • Increases engagement, speed-to-performance, and retention of your new leaders
  • Facilitates relationships with key stakeholders and aligns the new leaders with the culture

more about our Leader transition onboarding solution

View our Real Leadership in Under a Minute video about the onboarding a new leader

Do you need to onboard new hires?

You only get one chance to successfully onboard your new hires. Learn how to get it right the first time.

Real Leadership in Under a Minute

View our real leadership in under a minute video about New Leader Transition.

New Hire Transition

Get information about onboarding your new hires.

Onboarding News & Updates

Onboarding

News

Here are the remaining two of the six strategies borrowed from executive onboarding that you can implement immediately to quickly build organizational knowledge and key relationships and deliver timely feedback to adjust and avoid negative turnover.

As a quick review, part 1 in this 3-part series focused on two onboarding strategies for new hires: 1) making a personal connection by helping them feel like the organization is expecting them, and 2) regulating the amount of information they get. In part 2 we explored two more strategies: 1) focus on building relationships, and 2) create early wins.

Strategy #5: Deliver Early Feedback
Feedback is typically the missing ingredient in an impactful onboarding experience. All new hires need to understand how they are doing and unfortunately, many don’t get the timely feedback they need and deserve.

Integrate these formal feedback components into your current onboarding experience for all new hires. This builds trust and transparency as well as skills for managers and HR partners to have these critical conversations that could literally “save” someone.

  • Feedback should be early and often.
  • Formal feedback is critical at the 45–60-day mark.
  • Both the new hire and manager can ask for feedback.
  • Make the feedback “generationally appropriate.”

The current workforce is now the one with the most diverse demographics in history. Organizations can use this “cheat sheet” to

The current workforce is now the one with the most diverse demographics in history. Organizations can use this “cheat sheet” to remember how each generation prefers to be given feedback:

Boomers generally view feedback to ensure growth and development. They value clear, direct feedback and tend to take criticism very seriously. Baby Boomers also appreciate feedback that is well-researched and backed up by evidence.

Gen Xers see feedback as an opportunity to improve and develop professionally. They prefer feedback that is goal-oriented and results-driven. Gen Xers also value feedback that is honest and open, and they prefer to receive it in a private setting.

Millennials view feedback as a way to build trust and understanding. They tend to be open to constructive criticism, and they appreciate feedback that is solution-oriented. Millennials also value feedback that is timely and consistent.

Gen Z views feedback as a form of collaboration with their colleagues and supervisors. They prefer feedback that is direct and actionable. Gen Zers also appreciate feedback that is tailored to their individual needs and goals.
Source: Hello Leaders Feb 2023

Lastly, an organization’s culture can literally make or break a new hire’s success. If they are not open to feedback and don’t agree or align with the values and behaviors, onboarding, and integration are at risk. One of the many benefits of a formal, structured onboarding experience is that both the new hire and the organization will have early indicators during onboarding that can be reinforced (keep doing that, it’s great!) or curtailed (stop doing that, it’s not good!).

Strategy #6: Don’t Underestimate Culture.
Here are a few things to remember and talk with your new hires about to make sure they are “getting” your culture:

  • Culture eats strategy for breakfast – technically strong, experienced new hires can struggle with the “how” of an organization.  Make sure you are actively discussing how things are done as well as “what” needs to be done.
  • Most new hires fail due to a lack of alignment with the culture and not because of skills.
  • Share the “unwritten rules” of success:
    • What are the non-negotiables?
    • What is the language?
    • How are decisions made?
    • Where are the power bases?
    • How do you influence without direct authority?
  • Create a Cultural Roadmap – describe desired behaviors, rules of engagement, and how to get things done in your organization.

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Impact on the Organization
In a nutshell, the impact on your organization is significant if your new hires feel as important and as valued as the CEO.

Here are the ways that the new hires benefit:
Connectedness to the purpose/mission of the org
• Clear sight to contributions to that mission
• Feeling of being valued
• Ownership
• Increased discretionary effort
• Increased engagement
Pride in work/workplace
• Higher productivity
• Increased creativity/innovation

As you can see, the business Case for Effective Onboarding is clear, and the secrets for success can be found inside the senior leadership onboarding best practices.

Drop us a note to share your success stories or challenges of your new hire experience. We would appreciate the opportunity to share our methods and help you supercharge your onboarding experience!

If you missed part 1 of this 3 part series, click here.

If you missed part 2 of this 3 part series, click here.

Onboarding

News

Part 1 in this 3-part series focused on two onboarding strategies for new hires: 1) making a personal connection by helping them feel like the organization is expecting them, and 2) regulating the amount of information they get. In part 2 we focus on two more of the six strategies borrowed from executive onboarding that your new hires will immediately benefit from.

Strategy #3: Focus on building relationships
No person is completely independent or “on an island” if they are working for any organization these days. Strong relationships are the key to a successful onboarding experience and sustained work performance, as every engagement survey report will show.  Start with your new hires as if they were as important to your success as the CEO would be. Think practically and strategically when selecting the people with whom they should meet and when.  We typically focus on this area for new senior leaders, but too often, we slip into all tactical activities for other employees.

Try these strategies to boost your relationship-building for new hires:

  • Consider all the stakeholders the new hire will rely on based on the role.
  • The manager is critical in helping the new hire identify and cultivate the right relationships.
  • Create a calendar of “meet-and-greet” meetings based on the onboarding objectives.
  • Build a strategy to connect with each stakeholder.
  • Spend time talking about key relationships with the new hire and how they impact their role, personal and organizational objectives, and success.
  • Solicit feedback about the new hire about these relationships and how they are forming.

All these strategies are “free” and only require a little bit of planning and collaboration with other functions to ensure that your new hires meet and connect with their key partners and internal customers.

Strategy #4: Create Early Wins
Early Wins are one of the best-kept secrets in a robust onboarding experience–maybe because it seems obvious, or maybe because we think of them as “job duties” and haven’t framed them as anything else. Senior leaders understand the power and impact of making some key contributions early to gain confidence, trust, and momentum within the organization.

Use these strategies to begin creating Early Wins during the onboarding process:

  • Identify 5-6 initiatives or projects that the new hire can do to demonstrate progress against bigger goals.
  • Support these with the resources needed.
  • Help the manager articulate expectations for each Early Win and track progress.
  • Establish a timeline for each Early Win and how it supports the overall goal.
  • Use the onboarding meetings to talk about any barriers and/or successes.

This “trick” can also be leveraged for every one of your new hires with a simple conversation and a worksheet.  When we used this strategy with a client, the new hire gained better clarity about what the organization needed from her and was able to execute a few of those things in the first ninety days or so. As a result, the new hire felt increasingly more confident about her decision to join the company.  Win, win, win!

Stats show that new hires are deciding as to whether they will stay or leave a new role during the first six months, so using Early Wins can help cement both the new hire’s decision to stay and give the organization indicators as to how they are doing against a formal plan.

Read about the next two strategies in part 3 of this series. If you missed part 1 of this 3 part series, click here.

Onboarding

News

Onboard new hires like a CEO? What would an “executive onboarding experience” look like and how could it impact your new hires’ engagement levels? Per Gallup, 88% of employees don’t think their current organization is good at onboarding and 76% of HR professionals don’t think they are doing a good job at onboarding employees. Robust onboarding addresses organizational challenges–attracting top talent, increasing engagement, boosting productivity, and reducing high turnover.

Here are six strategies borrowed from executive onboarding that you can implement immediately to quickly build organizational knowledge and key relationships and deliver timely feedback to adjust and avoid negative turnover.

Employees at all levels are dissatisfied with their onboarding experiences, and the cost of replacing them has never been higher; however, there are some “bright spots” of best practices that tend to show up for the highest-level leaders, like CEOs.

 Audrey Jarre, Head of Learning at 306Learning, put it plainly:

“A mere 12% of employees agree their organization does a good job of onboarding new employees. What’s more, if your organization isn’t among the ones that get onboarding right, it’s likely your new hires will be hunting for new jobs before you can say pro-ba-tion.”

We are not suggesting that all components of senior leader onboarding translate to the rest of the population, but here are some scalable strategies.

Strategy #1: Make it personal.

No CEO or senior leader would appreciate a generic onboarding experience, so why put your new hires through one?  Try one or all of the following to make your new hires feel welcomed and expected:

  • Create customized and personal welcome messages from the hiring manager, recruiter, and colleagues.
    • Use videos, texts, social media, and emails to connect 1:1.
  • Gifts, ”swag”,  or treats are low-cost and still appreciated!
  • Invitations to lunch, coffee, or dinner can really cement a new hire’s decision to join your organization.
  • The workspace, computer, email address, or bios on the internal directory are also places where new hires’ experience can be personalized.
  • Always leverage any organizational assessments and find fun ways to have new hires and current team members share their profiles (i.e., CliftonStrengths, DiSC, MBTI, etc.).

 

We worked with a client to create a virtual tour of their offices narrated by the CEO so that the new hires would have some familiarity with the environment before Day One. The video was on the new hire onboarding portal that we helped them create.  The “tour” was a fun, unexpected extra feature added to what the new hires need to know in the pre-start phase of onboarding; and some new hires watched it several times, even sharing it with friends and family members. The portal also allowed the manager to add a personal welcome message which she simply recorded from her phone and uploaded to the site. These personal touches helped the organization’s employment brand stand out and kept new hires engaged and excited before they ever walked into the building.

 Strategy #2: Don’t use a firehose approach.

Too often, new hires are inundated with tasks, training, and meetings in the first weeks which makes it difficult for them to really absorb the knowledge they need.  They forget who they met with during the first week and can miss key onboarding information if it is not clear how it is attached to their roles.

Use these tips to combat the “firehose” approach:

  • Create a relevant briefing packet.
    • Leverage articles, presentations, and internal communications that have been created or shared since the new hire accepted the job.
  • Collaborate with the hiring manager and HR partner to create realistic onboarding objectives and a customized action plan.
  • Schedule onboarding meetings with the manager and HR partner for at least six months.
  • Provide access to systems and training close to the time when the new hire will use them.
  • Communicate to the team/organization the purpose of the new hire’s role and expectations.
  • Do not schedule all the “meet and greets” in the first month.

 

Our client, Mark, benefitted from this approach when we helped his manager and HR partner build a realistic onboarding plan with “meet-and-greet” meetings that supported his plan’s objectives and timing.

An example was that he met 1:1 with other functional heads who helped him understand how the company measures success, how they make decisions, and how long he was “allowed to be new” in this organization.

Cultural learning during the first weeks on the job is priceless and this approach avoids early burn-out and costly missteps.  If new hires are bombarded early with meetings, presentations, and deliverables, they can often miss the most important onboarding lessons.

This is Part 1 of 3 installments of our series, “Onboard Like a CEO: 6 Strategies from the Corner Office that Will Engage and Develop Your New Hires. Read about the next two strategies in an upcoming issue.

Our team-connect Survey Process

 

We start with thoughtfully diagnosing the team’s current culture by using available data, assessments and interviews.

This provides the team leader with a clear view of what is getting in the way of the team’s success.

We design a series of structured team sessions that:

  • Share the team culture analysis
  • Give team members the opportunity to talk through both processes and behaviors that need to be addressed
  • Productively provide feedback to one another
  • Develop both team and individual commitments that will lead to the team’s desired state

 

Measure progress by leveraging CTD’s team-connect Survey to:

  • Drive accountability and measure progress by collecting team feedback specific to one another’s engagement and behavioral change
  • Provide the team’s leader with a clear understanding of what he/she and the team need from each other to enable and support the team’s success
  • Share team and individual survey result reports