If youâre transitioning as an apprentice, work with your manager on a joint plan for getting started. Questions to discuss include:
- What will be my scope to start, and how do you expect it to change over time?
- How will my transition be communicated?
- What do I need to know about the people that Iâll be managing?
- What important team goals or processes should I be aware of and help push forward?
- What does success look like in my first three and six months?
- How can the two of us stay aligned on who does what?
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A useful exercise to go through at the beginning of your transition is to sit down and make a list of all the things that are awesome about the current state of the world. Does everyone get along? Are your processes efficient? Is your team known for rigorous and high-quality work?
Now, next to that, create a list of all the things that could be better. Is your team cagey about deadlines? Does it seem like priorities are always shifting? Is there that one really long weekly meeting nobody wants to attend?
These two lists give you the start of a plan for what you should and shouldnât change. You donât need to fix what isnât broken, but neither should you feel like youâre stuck in a time machine of this is how it was always done. After all, thatâs why you got the job! Taking the time to reflect on the biggest opportunities for improvement helps you understand how to best act as a multiplier for your team.
Here are some ideas to get started:
- Discuss top priorities: What are the one, two, or three most critical outcomes for your report and how can you help her tackle these challenges?
- Calibrate what âgreatâ looks like: Do you have a shared vision of what youâre working toward? Are you in sync about goals or expectations?
- Share feedback: What feedback can you give that will help your report, and what can your report tell you that will make you more effective as a manager?
- Reflect on how things are going: Once in a while, itâs useful to zoom out and talk about your reportâs general state of mindâhow is he feeling on the whole? Whatâs making him satisfied or dissatisfied? Have any of his goals changed? What has he learned recently and what does he want to learn going forward?
When the sailing gets rocky, the manager is often the first person others turn to, so itâs common to feel an intense pressure to know what to do or say. When you donât, you naturally think: Am I cut out for this job?
The second reason is that you are constantly put in the position of doing things you havenât done before. For example, say you have to fire someone. How do you prepare yourself for such a task? Itâs not like improving your skills in drawing or writing, where you can invest time on nights and weekends to sketch or compose short stories. You canât just snap your fingers and say, âIâm going to practice firing a lot of people this month.â You must actually go through the real thing in order to gain the experience you need.
Management isnât an innate skill. There is no such thing as an âall-around great managerâ who can transition effortlessly between different leadership roles. We must look at the specific context.
One exercise I do every January is to map out where I hope my team will be by the end of the year. I create a future org chart, analyze gaps in skills, strengths, or experiences, and make a list of open roles to hire for. You can do something similar by asking yourself the following questions:
- How many new people will I add to our team this year (based on company growth, expected attrition, budget, priorities, etc.)?
- For each new hire, what level of experience am I looking for?
- Which specific skills or strengths do we need in our team (for example, creative thinking, operational excellence, expertise in XYZ, etc.)?
- Which skills and strengths does our team already have that new hires can stand to be weaker in?
- What traits, past experiences, or personalities would strengthen the diversity of our team?
Having a thoughtful, one-year-out organizational plan lets you stay ahead of hiring needs and gives you a handy framework for evaluating candidates so that you wonât fall into the trap of saying yes to the next person who comes along.
To help you get started, ask yourself the following:
- Assume you have a magic wand that makes everything your team does go perfectly. What do you hope will be different in two to three years compared to now?
- How would you want someone who works on an adjacent team to describe what your team does? What do you hope will be your teamâs reputation in a few years? How far off is that from where things are today?
- What unique superpower(s) does your team have? When youâre at your best, how are you creating value? What would it look like for your team to be twice as good? Five times as good?
- If you had to create a quick litmus test that anyone could use to assess whether your team was doing a poor job, a mediocre job, or a kick-ass job, what would that litmus test be?