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August 16 - November 1, 2023
If you have inherited a disaster—the classic burning platform—you may be creating value from the moment your appointment is announced.
Sticking with what you know. You believe you will be successful in the new role by doing the same things you did in your previous role, only more so. You fail to see that success in the new role requires you to stop doing some things and to embrace new competencies.
Falling prey to the “action imperative.” You feel as if you need to take action, and you try too hard, too early to put your own stamp on the organization. You are too busy to learn, and you make bad decisions and catalyze resistance to your initiatives.
Setting unrealistic expectations. You don’t negotiate your mandate or establish clear, achievable objectives. You may perform well but still fail to meet the expecta...
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Attempting to do too much. You rush off in all directions, launching multiple initiatives in the hope that some will pay off. People become confused, and no critical mas...
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Coming in with “the” answer. You come in with your mind made up, or you reach conclusions too quickly about “the” problems and “the” solutions. You alienate people who could help you understand what’s going on, and you sq...
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Engaging in the wrong type of learning. You spend too much time focused on learning about the technical part of the business and not enough about the cultural and political dimensions of your new role. You don’t build the cultural insight, relationships, and informa...
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Neglecting horizontal relationships. You spend too much time focused on vertical relationships—up to the boss and down to direct reports—and not enough on peers and other stakeholders. You don’t fully understand what it will take to succeed,...
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Each of these traps enmeshes its victims in a vicious cycle (see figure I-2). By failing to learn the right things in the right ways at the outset, for example, you can make bad initial decisions that damage your credibility. Then, because people don’t trust your judgment, it can become still more difficult to learn what you need to know. You consume energy compensating for early miscalculations, and the downward spiral takes hold.
But your objective is not only to avoid vicious cycles; you need to create virtuous cycles that help you create momentum and establish an upward spiral of increasing effectiveness
Leadership ultimately is about influence and leverage. You are, after all, only one person. To be successful, you need to mobilize the energy of many others in your organization. If you do the right things, then your vision, your expertise, and your drive can propel you forward and serve as seed crystals. If you don’t, you can end up caught in negative feedback loops from which it may be difficult or impossible to escape.
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 opportunities to build personal credibility. In the first 90 days, you need to identify ways to create ...
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Negotiate success. Because no other single relationship is more important, you need to figure out how to build a productive working relationship with your new boss (or bosses) and manage her expectations. This means carefully planning for a series of critical conversations about the situation, expectations, working style, resources, and your pers...
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If you are inheriting a team, you need to evaluate, align, and mobilize its members.
Accelerate everyone. Finally, you need to help all those in your organization—direct reports, bosses, and peers—accelerate their own transitions. The fact that you’re in transition means they are too. The quicker you can get your new direct reports up to speed, the more you will help your own performance. Beyond that, the potential benefits to the organization of systematically accelerating everyone’s transitions are vast.
Begin by thinking about your first day in the new job. What do you want to do by the end of that day? Then move to the first week. Then focus on the end of the first month, the second month, and finally the three-month mark. These plans will be sketchy, but the simple act of beginning to plan will help clear your head.
Julia failed because she did not make the leap from being a strong functional performer to taking on a cross-functional, project-leadership role. She failed to grasp that the strengths that had made her successful in marketing could be liabilities in a role that required her to lead without direct authority or superior expertise. She kept doing what she knew how to do, making her feel confident and in control. The result, of course, was the opposite. By not letting go of the past and not fully embracing her new role, she squandered a big opportunity to rise in the organization.
It’s a mistake to believe that you will be successful in your new job by continuing to do what you did in your previous job, only more so. “They put me in the job because of my skills and accomplishments,” the reasoning goes. “So that must be what they expect me to do here.” This thinking is destructive, because doing what you know how to do (and avoiding what you don’t) can appear to work, at least for a while. You can exist in a state of denial, believing that because you’re being efficient, you’re being effective. You may keep believing this until the moment the walls come crashing down
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No matter where you land, 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.
Joining a new company is akin to an organ transplant—and you’re the new organ. If you’re not thoughtful in adapting to the new situation, you could end up being attacked by the organizational immune system and rejected.
To adapt successfully, you need to understand what the culture is overall and how it’s manifested in the organization or unit you’re joining (because different units may have different subcultures). In doing this, it helps to think of yourself as an anthropologist sent to study a newly discovered civilization.
The first task in making a successful transition is to accelerate your learning. Effective learning gives you the foundational insights you need as you build your plan for the next 90 days.
When a new leader derails, failure to learn effectively is almost always a factor. Early in your transition you inevitably feel as if you are drinking from a fire hose. There is so much to absorb that it’s difficult to know where to focus. Amid the torrent of information coming your way, it’s easy to miss important signals.
Planning to learn means figuring out in advance what the important questions are and how you can best answer them. Few new leaders take the time to think systematically about their learning priorities. Fewer still explicitly create a learning plan when entering a new role.
A baseline question you always should ask is, “How did we get to this point?”
A related learning block, as mentioned in the introduction, is the action imperative. The primary symptom is a nearly compulsive need to take action. Effective leaders strike the right balance between doing (making things happen) and being (observing and reflecting). But it is challenging, as Chris Hadley found, to let yourself “be” during transitions. And the pressure to “do” almost always comes more from inside the leader than from outside forces; it reflects a lack of confidence and a consequent need to prove yourself. Remember: simply displaying a genuine desire to learn and understand
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Leaders who are onboarding into new organizations must therefore focus on learning and adapting to the new culture. Otherwise they risk suffering the organizational equivalent of organ rejection syndrome (with the new leaders being the organs). They do things that trigger the organization’s immune system and find themselves under attack as a foreign body. Even in situations (such as turnarounds) when you have been brought in explicitly to import new ways of doing things, you still have to learn about the organization’s culture and politics to socialize and customize your approach.
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
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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.
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?
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?
The first question is, What kind of change am I being called upon to lead? Only by answering this question will you know how to match your strategy to the situation. The second question is, What kind of change leader am I? Here the answer has implications for how you should adjust your leadership style. Careful diagnosis of the business situation will clarify the challenges, opportunities, and resources available to you.
Turnarounds are ready-fire-aim situations: you need to make the tough calls with less than full knowledge and then adjust as you learn more.
The biggest challenge often is to create a sense of urgency. There may be a lot of denial; the leader needs to open people’s eyes to the fact that a problem actually exists.
In turnarounds, you may be dealing with a group of people who are close to despair; it is your job to provide them with a concrete plan for moving forward and confidence that it will improve the situation.
getting people to acknowledge the need for change is much more a political challenge than a technical one.
In turnarounds, leaders must move people out of a state of despair.
In turnarounds, leaders are often dealing with people who are hungry for hope, vision, and direction, and that necessitates a heroic style of leadership—charging against the enemy, sword in hand. People line up behind the hero in times of trouble and follow commands. The premium is on rapid diagnosis of the business situation (markets, technologies, products, strategies) and then aggressive moves to cut back the organization to a defensible core. You need to act quickly and decisively, often on the basis of incomplete information. Clearly, this was the case for Karl in Europe. He immediately
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Realignments, in contrast, demand from leaders something more akin to stewardship or servant leadership—a more diplomatic and less ego-driven approach that entails building consensus for the need for change. More subtle influence skills come into play; skilled stewards have deep understandings of the culture and politics of their organizations. Stewards are more patient and systematic than heroes in deciding which people, processes, and other resources to preserve and which to discard. They also painstakingly cultivate awareness of the need for change by promoting shared diagnosis, influencing
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A successful start-up is a visible and easily measurable individual accomplishment, as is a successful turnaround. In a realignment, in contrast, success consists of avoiding disaster. It is hard to measure results in a realignment when success means that nothing much happens; it’s the dog that doesn’t bark. Also, success in realignment requires painstakingly building awareness of the need for change, and that often means giving credit to the group rather than taking it yourself.
Negotiating success means proactively engaging with your new boss to shape the game so that you have a fighting chance of achieving desired goals.
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.
Aim for early wins in areas important to the boss. Whatever your own priorities, figure out what your boss cares about most. What are his priorities and goals, and how do your actions fit into this picture? Once you know, aim for early results in those areas. One good way is to focus on three things that are important to your boss and discuss what you’re doing about them every time you interact. In that way, your boss will feel ownership of your success.
keep in mind that it’s better to underpromise and overdeliver.
The style conversation. This conversation is about how you and your new boss can best interact on an ongoing basis. What forms of communication does he prefer, and for what? Face-to-face? Voice, electronic? How often? What kinds of decisions does he want to be consulted on, and when can you make the call on your own? How do your styles differ, and what are the implications for the ways you should interact?
In other situations—notably realignments and turnarounds—you may need to change or even abandon established ways of doing business. Your resource requests will probably be more sweeping, and failure to secure them more damaging. You will have to negotiate harder to get what you need. These circumstances call for being clear about how the situation, expectations, and resources must line up to give you a reasonable shot at success. Clarify your needs in your own mind before you enter these discussions, back them up with as much hard data as you can get, and prepare to explain exactly why you see
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Focus on underlying interests. Probe as deeply as possible to understand the agendas of your boss and any others from whom you need to secure resources. What is in it for them?