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Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish

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Page 1: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

Exploring Transition and Success in Your New Role

Dominic Greene and Melissa Kish

Page 2: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Presenter Information

Melissa Kish Dominic Greene

Page 3: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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About The Program

• Transitioning to a new role • Working with your supervisor • Securing Early Wins • Defining Success

Page 4: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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The First 90 Days

Michael D. Watkins

Page 5: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Your goal in every transition is to get as rapidly as possible to the breakeven point. This is the point in which you have contributed as much value to your new organization as you have

consumed from it.

So you have a new role……

Page 6: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Transition Tips

•  Sticking to what you know

•  Falling prey to the “Action Imperative”

•  Setting unrealistic expectations

•  Attempting to do too much

•  Coming in with the answer

•  Engaging in the wrong types of learning

•  Neglecting horizontal relationships

Page 7: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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-If you are lucky, you will get some lead time between the time you learn of the position and actually getting hired.

-Start planning what you hope to accomplish by specific milestones…

Using your first 90 days as a planning horizon…

Page 8: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Learning you are being considered→ •  Learning you have been selected→ •  Formal entry into the organization→ •  End of First Day→ •  End of First Week→ •  End of First Month→ •  End of Second Month→ •  End of transition period/90 days!

Key Transition Milestones

Page 9: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Transition Risk Assessment

•  Moving into new profession/industry

•  Joining a new organization (campus/headquarters/org)

•  Moving to a new unit/office/department at the same institution/org

•  Moving geographically •  Leading former peers

•  Moving to a different functional area

•  Taking in a cross-functional role

•  Taking on a newly created role

•  Having to do two jobs at one time

•  Entering when change is happening everywhere

Page 10: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Preparing Yourself

Page 11: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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-Joining a new organization is akin to an organ transplant…and you’re the new organ.

-If you are not thoughtful in adapting to the new situation, you could be attacked and rejected.

Onboarding into a new organization…

Page 12: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Why new people do not succeed…

– Not familiar with informal networks and communication – Not familiar with culture and how to

navigate it – New people are unknown and do not

have the same credibility – If the organization is not used to

external hires

Page 13: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Business Orientation- learn everything/anything about your department/division/institution. Learn about the university/organization as a whole and not just your department or functional area

•  Stakeholder connection- Identify key stakeholders/relationships above you,

horizontally, and support staff •  Expectation alignment-What do others think are top priorities? What are your

mandates? What does support look like? Resources? –  Recruitment is like romance…employment is like marriage

•  Cultural adaptation- Understand departmental/divisional culture. How do people

think, communicate, act? What are the values/shared assumptions of the department? What are the shared language/acronyms/traditions

So you are here….now what?

Page 14: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Identifying Cultural Norms

Page 15: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Clear Breakpoint •  Assess your vulnerabilities – Problem Preferences

•  Watch out for your strengths •  Re-learn how to learn •  Rework your network •  Get some help

Preparing Yourself

Page 16: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Preparing yourself is a journey and not a

destination

Page 17: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Negotiate Success

Page 18: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Negotiate with your supervisor to establish realistic

expectations, reach consensus, and secure resources

Page 19: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Focus on fundamentals- Dos and Don’ts

Dos Don’ts Clarify expectations early & often

Don’t stay away

Take 100% responsibility for making it work

Don’t surprise your boss

Negotiate timelines

Don’t approach only with problems

Aim for early wins

Don’t only run down your checklist

Pursue good marks

Don’t expect your boss to change

Page 20: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Situational diagnosis Expectations

Resources Style

Personal development

Planning for five conversations with your supervisor

Page 21: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Situational diagnosis

Planning for the conversation…

Page 22: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Expectations

Planning for the conversation…

Page 23: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  How do you clarify & align expectations? •  Match expectations to situation •  Identify untouchables •  Educate your supervisor •  Under promise and overdeliver •  Clarify, Clarify, Clarify

Planning for the conversation…Expectations

Page 24: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Resources

Planning for the conversation…

Page 25: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Planning for the conversation…Resources

Financial/Budget Technology Space Political support Shared resources

Staffing Higher level support Change management Open to growth Decision making

Page 26: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Style

Planning for the conversation…

Page 27: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Diagnose your supervisor’s style Scope out dimensions of your box Adapt to your supervisor’s style Surface the difficult issues

Planning for the conversation…Style

Page 28: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Personal Development

Planning for the conversation…

Page 29: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  90 Days Check-In •  Be comfortable asking for feedback •  What do you need for the rest of your first

year? •  Open opportunities for growth and PD •  Improve skills on: cultural & political diagnosis,

negotiation, coalition building, and conflict management

Planning for the conversation…Personal Development

Page 30: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Create buy-in from your supervisor in the following

areas:

Negotiating your First 90 Days Plan

Priorities

Goals Milestones

Page 31: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Negotiating your First 90 Days Plan- in stages

First 30 Days

Next 30 Days

Final 30 Days

Page 32: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Securing Early

Wins

Page 33: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Securing Early Wins

Stage 1 Transition Entry- 3 months

Stage 2 Immersion 3-6 months

Stage 3 Reshaping 6-9 months

Stage 4 Consolidation 9 months-?

Page 34: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Learning •  Designing Changes •  Building Support •  Implementing Changes •  Observing and Assessing Results

Each Stage has Phases

Page 35: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Lack of Focus – resources spread too thin, putting out fires instead of endearing solutions.

•  Lack of Discipline – There are great variations in levels of performance of the team. There is a lack of understand the negative consequences of inconsistency and people make excuses when they fail to meet commitments.

•  Lack of Innovation – Group does not compare itself with others, and employees rewarded for stable but not trying new things.

•  Lack of Teamwork – People compete and create fiefdoms rather than work together to achieve common goals.

•  Lack of Sense of Urgency – Ignore the needs of internal and external stakeholders and are complacent.

Step 1: Behavior Change

Page 36: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  What matters? •  Integrity •  Culture

Step 2: Adopting Basic Principles

Page 37: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Credibility •  Engagement •  Planning vs. learning •  Plan for surprises

Step 3: Identifying Early Wins

Page 38: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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•  Self- Reflection – How did you feel success is defined? – Do you need external validation? – Does this match current role and

organizational priorities? •  Work-Life Balance

Determining Success

Page 39: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

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Questions & Answers

Melissa Kish- [email protected] Dominic Greene-

[email protected]

Page 40: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning

Thank you for Participating

Page 41: Exploring Transition and Success in Your New Role · Exploring Transition and Success in Your New Role Dominic Greene and Melissa Kish . #AdvanceU ... About The Program • Transitioning