The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter

by Michael D. Watkins

Prepare yourself. This means making a mental break from your old job and preparing to take charge in the new one. Perhaps the biggest pitfall you face is assuming that what has made you successful to this point will continue to do so. The dangers of sticking with what you know, working extremely hard at doing it, and failing miserably are very real. Accelerate your learning. You need to climb the learning curve as fast as you can in your new organization. This means understanding its markets, products, technologies, systems, and structures, as well as its culture and politics. Learning about a new organization can feel like drinking from a fire hose. You must be systematic and focused about deciding what you need to learn and how you will learn it most efficiently. Match your strategy to the situation. Different types of situations require you to make significant adjustments in how you plan for and execute your transition. Start-ups, for instance—of a new product, process, plant, or business—present challenges quite different from those you would face while turning around a product, process, or plant in serious trouble. A clear diagnosis of the situation is an essential prerequisite for developing your action plan. Secure early wins. Early wins build your credibility and create momentum. They create virtuous cycles that leverage the energy you put into the organization to create a pervasive sense that good things are happening. In the first few weeks, you need to identify ...

FIGURE I-4 Key transition milestones

Every new leader needs to quickly become familiar with the new organization, secure early wins, and build supportive coalitions.

What will it take for you to reach the break-even point more quickly? What are some traps you might encounter, and how can you avoid them? What can you do to create virtuous cycles and build momentum in your new role? What types of transitions are you experiencing? Which are you finding most challenging, and why? What are the key elements and milestones in your 90-day plan?

the keys to effective delegation remain much the same: you build a team of competent people whom you trust, you establish goals and metrics to monitor their progress, you translate higher-level goals into specific responsibilities for your direct reports, and you reinforce them through process.

four pillars of effective onboarding: business orientation, stakeholder connection, alignment of expectations, and cultural adaptation.

TABLE 1-1 Onboarding checklists Business orientation checklist As early as possible, get access to publicly available information about financials, products, strategy, and brands. Identify additional sources of information, such as websites and analyst reports. If appropriate for your level, ask the business to assemble a briefing book. If possible, schedule familiarization tours of key facilities before the formal start date. Stakeholder connection checklist Ask your boss to identify and introduce you to the key people you should connect with early on. If possible, meet with some stakeholders before the formal start. Take control of your calendar, and schedule early meetings with key stakeholders. Be careful to focus on lateral relationships (peers, others) and not only vertical ones (boss, direct reports). Expectations alignment checklist Understand and engage in business planning and performance management. No matter how well you think you understand what you need to do, schedule a conversation with your boss about expectations in your first week. Have explicit conversations about working styles with bosses and direct reports as early as possible. Cultural adaptation checklist During recruiting, ask questions about the organization’s culture. Schedule conversations with your new boss and HR to discuss work culture, and check back with them regularly. Identify people inside the organization who could serve as culture interpreters. After thirty days, conduct an informal 3...

Assessment of problem preferences Assess your intrinsic interest in solving problems in each of these domains on a scale of 1 to 10, where 1 means very little interest and 10 means a great deal of interest. Design of appraisal and reward systems __________ Employee morale __________ Equity/fairness __________ Management of financial risk __________ Budgeting __________ Cost-consciousness __________ Product positioning __________ Relationships with customers __________ Organizational customer focus __________ Product or service quality __________ Relationships with distributors and suppliers __________ Continuous improvement __________ Project management systems __________ Relationships among R&D, marketing, and operations __________ Cross-functional cooperation __________ Now transfer your rankings from table 1-2 to the corresponding cells in table 1-3. Then sum the three columns and the five rows. The column totals represent your preferences among technical, political, and cultural problems. Technical problems encompass strategies, markets, technologies, and processes. Political problems concern power and politics in the organization. Cultural problems involve values, norms, and guiding assumptions. If one column total is noticeably lower than the others, it represents a potential blind spot for you. If you score high on technical interests and low on cultural or political interests, for example, you may be at risk of overlooking the human side of the organizational equat...

You can do a lot to compensate for your vulnerabilities. Three basic tools are self-discipline, team building, and advice and counsel. You need to discipline yourself to devote time to critical activities that you do not enjoy and that may not come naturally. Beyond that, actively search out people in your organization whose skills are sharp in these areas, so that they can serve as a backstop for you and you can learn from them. A network of advisers and counselors can also help you move beyond your comfort zone.

However, even if your new organization doesn’t have formal transition support, you should engage with HR and your new boss about creating a 90-day transition plan. If you have been promoted, find out whether there are competency models describing the requirements of your new role (but don’t assume they tell the whole story). If you have been hired from the outside, ask for help in identifying and connecting with key stakeholders or finding a cultural interpreter. These people often are natural historians who can give you insight into how the organization has evolved and changed.

If you are joining a new organization, how will you orient yourself to the business, identify and connect with key stakeholders, clarify expectations, and adapt to the new culture? What is the right balance between adapting to the new situation and trying to alter it? What has made you successful so far in your career? Can you succeed in your new position by relying solely on those strengths? If not, what are the critical skills you need to develop? Are there aspects of your new job that are critical to success but that you prefer not to focus on? Why? How will you compensate for your potential blind spots? How can you ensure that you make the mental leap into the new position? From whom might you seek advice and counsel on this? What other activities might help you do this?

An actionable insight is knowledge that enables you to make better decisions earlier and so helps you quickly reach the break-even point in personal value creation.

To maximize your return on investment in learning, you must effectively and efficiently extract actionable insights from the mass of information available to you. Effective learning calls for figuring out what you need to learn so that you can focus your efforts. Devote some time to defining your learning agenda as early as possible, and return to it periodically to refine and supplement it. Efficient learning means identifying the best available sources of insight and then figuring out how to extract maximum insight with the least possible outlay of time.

The starting point is to begin to define your learning agenda, ideally before you formally enter the organization. A learning agenda crystallizes your learning priorities: what do you most need to learn? It consists of a focused set of questions to guide your inquiry or the hypotheses you want to explore and test, or both. Of course, learning during a transition is iterative: at first, your learning agenda will consist mostly of questions, but as you learn more, you will hypothesize about what is going on and why. Increasingly, your learning will shift toward fleshing out and testing those hypotheses.

The accompanying boxes offer sample questions in these three categories. Questions About the Past Performance How has this organization performed in the past? How do people in the organization think it has performed? How were goals set? Were they insufficiently or overly ambitious? Were internal or external benchmarks used? What measures were employed? What behaviors did they encourage and discourage? What happened if goals were not met? Root Causes If performance has been good, why has that been the case? What have been the relative contributions of strategy, structure, systems, talent bases, culture, and politics? If performance has been poor, why has that been the case? Do the primary issues reside in the organization’s strategy? Its structure? Its technical capabilities? Its culture? Its politics? History of Change What efforts have been made to change the organization? What happened? Who has been instrumental in shaping this organization?

Questions About the Present Vision and Strategy What is the stated vision and strategy? Is the organization really pursuing that strategy? If not, why not? If so, will the strategy take the organization where it needs to go? People Who is capable, and who is not? Who is trustworthy, and who is not? Who has influence, and why? Processes What are the key processes? Are they performing acceptably in quality, reliability, and timeliness? If not, why not? Land Mines What lurking surprises could detonate and push you offtrack? What potentially damaging cultural or political missteps must you avoid? Early Wins In what areas (people, relationships, processes, or products) can you achieve some early wins?

Questions About the Future Challenges and Opportunities In what areas is the organization most likely to face stiff challenges in the coming year? What can be done now to prepare for them? What are the most promising unexploited opportunities? What would need to happen to realize their potential? Barriers and Resources What are the most formidable barriers to making needed changes? Are they technical? Cultural? Political? Are there islands of excellence or other high-quality resources that you can leverage? What new capabilities need to be developed or acquired? Culture Which elements of the culture should be preserved? Which elements need to change?

As you work to answer these questions, think, too, about the right mix of technical, interpersonal, cultural, and political learning.1 In the technical domain, you may have to grapple with unfamiliar markets, technologies, processes, and systems. In the interpersonal domain, you need to get to know your boss, peers, and direct reports. In the cultural domain, you must learn about norms, values, and behavioral expectations, which are almost certainly different from those in the organization you came from, even if you’re moving between units in the same company. In the political domain, you must understand the shadow organization—the informal set of processes and alliances that exist in the shadow of the formal structure and strongly influence how work actually gets done. The political domain is both important and difficult to understand, because it isn’t easily visible to those who have not spent time in the organization and because political land mines can easily stymie your efforts to establish a solid base of support during the transition.

FIGURE 2-1 Sources of knowledge

The most valuable external sources of information are likely to be the following: Customers. How do customers—external or internal—perceive your organization? How do your best customers assess your products or services? How about your customer service? If your customers are external, how do they rank your company against your competitors? Suppliers. Suppliers can give you their perspectives on your organization in its role as a customer. You can also learn about the strengths and flaws of your internal systems for managing quality and customer satisfaction. Distributors. From distributors, you can learn about the logistics of product movement, customer service, and competitors’ practices and offerings. You can also get a sense of the distributors’ own capabilities. Outside analysts. Analysts can give you a fairly objective assessment of your company’s strategy and capabilities as well as those of your competitors. Analysts also have a broad overview of the demands of the market and the economic health of the industry.

Indispensable internal information sources are the following: Frontline R&D and operations. These are the people who develop and manufacture your products or deliver your services. Frontline people can familiarize you with the organization’s basic processes and its relationships with key external constituencies. They can also shed light on how the rest of the organization supports or undermines efforts on the front line. Sales and procurement. These people, along with customer service representatives and purchasing staff, interact directly with customers, distributors, and suppliers. Often they have up-to-date information about trends and imminent changes in the market. Staff. Talk with heads or key staff members of the finance, legal, and human resource functional areas. These people have specialized but useful perspectives on the internal workings of the organization. Integrators. Integrators are people who coordinate or facilitate cross-functional interaction, including project managers, plant managers, and product managers. You can learn from them how links within the company work and how the functions mesh. These people also can help you discover the true political hierarchies and identify where internal conflicts lie. Natural historians. Keep an eye out for “old-timers” or natural historians—people who have been with the organization for a long time and who naturally absorb its history. From these people, you can learn about the company’s mythology (key stories about...

When you are diagnosing a new organization, start by meeting with your direct reports one-on-one. (This is an example of taking a horizontal slice across an organization by interviewing people at the same level in different functions.) Ask them essentially the same five questions: What are the biggest challenges the organization is facing (or will face in the near future)? Why is the organization facing (or going to face) these challenges? What are the most promising unexploited opportunities for growth? What would need to happen for the organization to exploit the potential of these opportunities? If you were me, what would you focus attention on?

Structured methods for learning Method Uses Useful for Organizational climate and employee satisfaction surveys Learning about culture and morale. Many organizations do such surveys regularly, and a database may already be available. If not, consider setting up a regular survey of employee perceptions. Useful for managers at all levels if the analysis is available specifically for your unit or group. Usefulness depends on the granularity of the collection and analysis. This also assumes the survey instrument is a good one and the data have been collected carefully and analyzed rigorously. Structured sets of interviews with slices of the organization or unit Identifying shared and divergent perceptions of opportunities and problems. You can interview people at the same level in different departments (a horizontal slice) or bore down through multiple levels (a vertical slice). Whichever dimension you choose, ask everybody the same questions, and look for similarities and differences in people’s responses. Most useful for managers leading groups of people from different functional backgrounds. Can be useful at lower levels if the unit is experiencing significant problems. Focus groups Probing issues that preoccupy key groups of employees, such as morale issues among frontline production or service workers. Gathering groups of people who work together also lets you see how they interact and identify who displays leadership. Fostering discussion promotes deeper insight. Most us...

Creating a Learning Plan Your learning agenda defines what you want to learn. Your learning plan defines how you will go about learning it. It translates learning goals into specific sets of actions—identifying promising sources of insight and using systematic methods—that accelerate your learning. Your learning plan is a critical part of your overall 90-day plan. In fact, as you will discover later, learning should be a primary focus of your plan for your first 30 days on the job (unless, of course, there is a disaster in progress).

Learning Plan Template Before Entry Find out whatever you can about the organization’s strategy, structure, performance, and people. Look for external assessments of the performance of the organization. You will learn how knowledgeable, fairly unbiased people view it. If you are a manager at a lower level, talk to people who deal with your new group as suppliers or customers. Find external observers who know the organization well, including former employees, recent retirees, and people who have transacted business with the organization. Ask these people open-ended questions about history, politics, and culture. Talk with your predecessor if possible. Talk to your new boss. As you begin to learn about the organization, write down your first impressions and eventually some hypotheses. Compile an initial set of questions to guide your structured inquiry after you arrive. Soon After Entry Review detailed operating plans, performance data, and personnel data. Meet one-on-one with your direct reports and ask them the questions you compiled. You will learn about convergent and divergent views and about your reports as people. Assess how things are going at key interfaces. You will hear how salespeople, purchasing agents, customer service representatives, and others perceive your organization’s dealings with external constituencies. You will also learn about problems they see that others do not. Test strategic alignment from the top down. Ask people at the top what the company’s v...

ACCELERATE YOUR LEARNING—CHECKLIST How effective are you at learning about new organizations? Do you sometimes fall prey to the action imperative? To coming in with “the” answer? If so, how will you avoid doing this? What is your learning agenda? Based on what you know now, compose a list of questions to guide your early inquiries. If you have begun to form hypotheses about what is going on, what are they, and how will you test them? Given the questions you want to answer, who is likely to provide you with the most useful insights? How might you increase the efficiency of your learning process? What are some structured ways you might extract more insight for your investment of time and energy? What support is available to accelerate your learning, and how might you best leverage it? Given your answers to the previous questions, start to create your learning plan.

STARS is an acronym for five common business situations leaders may find themselves moving into: start-up, turnaround, accelerated growth, realignment, and sustaining success. The STARS model outlines the characteristics and challenges of, respectively, launching a venture; getting one back on track; dealing with rapid expansion; reenergizing a once-leading business that’s now facing serious problems; and inheriting an organization that is performing well and then taking it to the next level.

Start-Up Turnaround Accelerated growth Realignment Sustaining success Assembling the capabilities (people, financing, and technology) to get a new business or initiative off the ground Saving a business or initiative widely acknowledged to be in serious trouble Managing a rapidly expanding business Reenergizing a previously successful organization that now faces problems Preserving the vitality of a successful organization and taking it to the next level Challenges Building the strategy, structures, and systems from scratch without a clear framework or boundaries Recruiting and welding together a high-performing team Making do with limited resources Reenergizing demoralized employees and other stakeholders Making effective decisions under time pressure Going deep enough with painful cuts and difficult personnel choices Putting in place structures and systems to permit scaling Integrating many new employees Convincing employees that change is necessary Carefully restructuring the top team and refocusing the organization Living in the shadow of the former leader and managing the team he or she created Playing good defense before embarking on too many new initiatives Finding ways to take the business to the next level Opportunities You can do things right from the beginning. People are energized by the possibilities. There are no rigid preconceptions. Everyone recognizes that change is necessary. Affected constituencies offer significant external support. A little success goe...

Diagnosing your STARS portfolio Use the table to identify the mix of STARS situations you face. First, identify which elements (projects, processes, products, perhaps even complete businesses) in your new responsibilities fall into the various STARS situations in the first column; list those elements in the second column. You need not have something in every category. Everything may be in turnaround, or it may be a mix of two or three types. Then use the third column to estimate the percentage of your effort that should be allocated to each category in the next 90 days, making sure it adds up to 100%. Finally, think about which of these situations you most prefer to do. If you also assigned that situation the highest priority, be sure that your preferences are not overly influencing your priorities. STARS situation Job element Priority percentage Start-up Turnaround Accelerating growth Realignment Sustaining success 100

you must establish priorities, define strategic intent, identify where you can secure early wins, build the right leadership team, and create supporting alliances.

MATCH STRATEGY TO SITUATION—CHECKLIST What portfolio of STARS situations have you inherited? Which portions of your responsibilities are in start-up, turnaround, accelerated-growth, realignment, and sustaining-success modes? What are the implications for the challenges and opportunities you are likely to confront, and for the way you should approach accelerating your transition? What are the implications for your learning agenda? Do you need to understand only the technical side of the business, or is it critical that you understand culture and politics as well? What is the prevailing climate in your organization? What psychological transformations do you need to make, and how will you bring them about? How can you best lead change given the situations you face? Which of your skills and strengths are likely to be most valuable in your new situation, and which have the potential to get you into trouble? What are the implications for the team you need to build?

Negotiating success means proactively engaging with your new boss to shape the game so that you have a fighting chance of achieving desired goals. Many new leaders just play the game, reactively taking their situation as given—and failing as a result. The alternative is to shape the game by negotiating with your boss to establish realistic expectations, reach consensus, and secure sufficient resources.

Don’t stay away. If you have a boss who doesn’t reach out to you, or with whom you have uncomfortable interactions, you will have to reach out yourself. Otherwise, you risk potentially crippling communication gaps. It may feel good to be given a lot of rope, but resist the urge to take it. Get on your boss’s calendar regularly. Be sure your boss is aware of the issues you face and that you are aware of her expectations, especially whether and how they’re shifting. Don’t surprise your boss. It’s no fun bringing your boss bad news. However, most bosses consider it a far greater sin not to report emerging problems early enough. Worst of all is for your boss to learn about a problem from someone else. It’s usually best to give your new boss at least a heads-up as soon as you become aware of a developing problem. Don’t approach your boss only with problems. That said, you don’t want to be perceived as bringing nothing but problems for your boss to solve. You also need to have plans for how you will proceed. This emphatically does not mean that you must fashion full-blown solutions: the outlay of time and effort to generate solutions can easily lure you down the rocky road to surprising your boss. The key here is to give some thought to how to address the problem—even if it is only gathering more information—and to your role and the help you will need. (This is a good thing to keep in mind in dealing with direct reports, too. It can be dangerous to say, “Don’t bring me problems,...

Clarify expectations early and often. Begin managing expectations from the moment you consider taking a new role. Focus on expectations during the interview process. You are in trouble if your boss expects you to fix things fast when you know the business has serious structural problems. It’s wise to get bad news on the table early and to lower unrealistic expectations. Then check in regularly to make sure your boss’s expectations have not shifted. Revisiting expectations is especially important if you’re onboarding from the outside and don’t have a deep understanding of the culture and politics. Take 100 percent responsibility for making the relationship work. This is the flip side of “Don’t stay away.” Don’t expect your boss to reach out or to offer you the time and support you need. It’s best to begin by assuming that it’s on your shoulders to make the relationship work. If your boss meets you partway, it will be a welcome surprise. Negotiate time lines for diagnosis and action planning. Don’t let yourself get caught up immediately in firefighting or be pressured to make calls before you’re ready. Buy yourself some time, even if it’s only a few weeks, to diagnose the new organization and come up with an action plan. It worked for Michael in his dealings with Vaughan, and it can work for you. The 90-day plan discussed at the end of this chapter is an excellent vehicle. Aim for early wins in areas important to the boss. Whatever your own priorities, figure out what your b...

In fact, it’s valuable to include plans for five specific conversations with your new boss about transition-related subjects in your 90-day plan. These are not subjects to be dealt with in separate meetings but are intertwined threads of dialogue. The situational diagnosis conversation. In this conversation, you seek to understand how your new boss sees the STARS portfolio you have inherited. Are there elements of start-up, turnaround, accelerated growth, realignment, and sustaining success? How did the organization reach this point? What factors—both soft and hard—make this situation a challenge? What resources within the organization can you draw on? Your view may differ from your boss’s, but it is essential to grasp how she sees the situation. The expectations conversation. Your goal in this conversation is to understand and negotiate expectations. What does your new boss need you to do in the short term and in the medium term? What will constitute success? Critically, how will your performance be measured? When? You might conclude that your boss’s expectations are unrealistic and that you need to work to reset them. Also, as part of your broader campaign to secure early wins, discussed in the next chapter, keep in mind that it’s better to underpromise and overdeliver. The resource conversation. This conversation is essentially a negotiation for critical resources. What do you need to be successful? What do you need your boss to do? The resources need not be limited to ...

The five conversations Conversation Current status Priorities for the next 30 days Situation: How does your boss see your STARS portfolio? Expectations: What are you expected to accomplish? Resources: What resources do you have at your disposal? Style: How can you best work together? Personal development: What is going well, and what do you need to do differently? Now

Planning the Situation Conversation Reaching a shared understanding of the business situation you face, and of its associated challenges and opportunities, is your goal in the situational diagnosis conversation. This shared understanding is the foundation for everything you will do. If you and your boss do not define your new situation in the same way, you will not receive the support you need. Thus, your first discussion should center on clearly defining your new situation using the STARS model as a shared language.

Planning the Expectations Conversation The point of the expectations conversation is for you and your boss to clarify and align your expectations about the future. You need to agree on short- and medium-term goals and on timing. Critically, you need to agree on how your boss will measure progress. What will constitute success, for your boss and for you? When does your boss expect to see results? How will you measure success? Over what time frame? If you succeed, what is next? If you don’t manage expectations, they will manage you.

Aim for Early Wins in Areas Important to Your Boss Whatever your own priorities, pinpoint what your boss cares about most, and aim for early wins in those areas. If you want to succeed, you need your boss’s help; in turn, you should help her succeed. When you pay attention to your boss’s priorities, she will feel ownership in your success. The most effective approach is to integrate your boss’s goals with your own efforts to get early wins.

Planning the Resource Conversation The resource conversation is an ongoing negotiation with your new boss for critical resources. Before you launch this conversation, you must have agreement with your boss on your STARS portfolio and associated goals and expectations. Now you must secure the resources you need to meet those expectations.

Your key outputs at the end of the first 30 days will be a diagnosis of the situation, an identification of key priorities, and a plan for how you will spend the next 30 days. This plan should address where and how you will begin to seek some early wins. Your review meeting with your boss should focus on the situation and expectations conversations, with an eye to reaching consensus about the situation, clarification of expectations, and buy-in to your plan for the next 30 days. Continue the weekly discipline of evaluation and planning. At the 60-day mark, your review meeting should focus on assessing your progress toward the goals of your plan for the previous 30 days. You should also discuss what you plan to achieve in the next 30 days (that is, by the end of 90 days). Depending on the situation and your level in the organization, your goals at this juncture might include identifying the resources necessary to pursue major initiatives, fleshing out your initial assessments of strategy and structure, and presenting some early assessments of your team.

By the end of the first few months, you want your boss, your peers, and your subordinates to feel that something new, something good, is happening. Early wins excite and energize people and build your personal credibility. Done well, they help you create value for your new organization earlier and reach the break-even point much more quickly.

Following an early period of focused learning, these leaders begin an early wave of changes. The pace then slows to allow consolidation and deeper learning about the organization, and to allow people to catch their breath. Armed with more insight, these executives then implement deeper waves of change. A final, less extreme wave focuses on fine-tuning to maximize performance. By this point, most of these leaders are ready to move on.

Waves of change

Plan Your Waves In planning for your transition (and beyond), focus on making successive waves of change. Each wave should consist of distinct phases: learning, designing the changes, building support, implementing the changes, and observing results. Thinking in this way can release you to spend time up front to learn and prepare, and afterward to consolidate and get ready for the next wave.

The goal of the first wave of change is to secure early wins. The new leader tailors early initiatives to build personal credibility, establish key relationships, and identify and harvest low-hanging fruit—the highest-potential opportunities for short-term improvements in organizational performance. Done well, this strategy helps the new leader build momentum and deepen his own learning. The second wave of change typically addresses more fundamental issues of strategy, structure, systems, and skills to reshape the organization; deeper gains in organizational performance are achieved. But you will not get there if you don’t secure early wins in the first wave.

As you strive to create momentum, therefore, keep in mind that your early wins must do double duty: they must help you build momentum in the short term and lay a foundation for achieving your longer-term business goals. So be sure that your plans for securing early wins, to the greatest extent possible, (1) are consistent with your agreed-to goals—what your bosses and key stakeholders expect you to achieve—and (2) help you introduce the new patterns of behavior you need to achieve those goals.

Focus on a few promising opportunities. It’s easy to take on too much during a transition, and the results can be ruinous. You cannot hope to achieve results in more than a couple of areas during your transition. Thus, it’s essential to identify the most promising opportunities and then focus relentlessly on translating them into wins. Think of it as risk management: pursue enough focal points to have a good shot at getting a significant success, but not so many that your efforts get diffused. Get wins that matter to your boss. It’s essential to get early wins that energize your direct reports and other employees. But your boss’s opinion about your accomplishments is crucial too. Even if you do not fully endorse her priorities, you must make them central in thinking through which early wins you will aim for. Addressing problems that your boss cares about will go a long way toward building credibility and cementing your access to resources. Get wins in the right ways. If you achieve impressive results in a manner that is seen as manipulative, underhanded, or inconsistent with the culture, you’re setting yourself up for trouble. If Elena had gotten her key wins by being punitive, it would have undercut the larger objective she was trying to achieve. An early win that is accomplished in a way that exemplifies the behavior you hope to instill in your new organization is a double win. Take your STARS portfolio into account. What constitutes an early win differs dramatically fro...

Accept the fact that relationships must change. An unfortunate price of promotion is that personal relationships with former peers must become less so. Close personal relationships are rarely compatible with effective supervisory ones. Focus early on rites of passage. The first days are about symbolism more than substance. So focus on rites of passage can help establish you in your new role—for example, having your new boss introduce you to your team and pass the baton. Reenlist your (good) former peers. For every leader who gets promoted, there are other ambitious souls who wanted the job but didn’t get it. So recognize that disappointed competitors will go through stages of adjustment. Focus on figuring out who can work for you and who can’t. Establish your authority deftly. You must walk the knife’s edge between over- and underasserting yourself. It can be effective to adopt a consult-and-decide approach when dealing with critical issues until former peers get used to making the calls, as long as you don’t make uninformed decisions. Focus on what’s good for the business. From the moment your appointment is announced, some former peers will be straining to discern whether you will play favorites or will seek to advance political agendas at their expense. One antidote is to adopt a relentless, principled focus on doing what is right for the business.

Identify a few promising focal points. Focal points are areas or processes (such as the customer service processes for Elena) in which improvement can dramatically strengthen the organization’s overall operational or financial performance. Concentration on a few focal points will help you reduce the time and energy needed to achieve tangible results. And success in improving performance early in these areas will win you freedom and space to pursue more extensive changes.