Any transition to a new role, while exciting and an acknowledgement of what the organization thinks of us, is a time of anxiety for the newly transitioning leader.

A few of the common errors of a new role leader include trying to do too much too soon, failure to understand the de facto culture/sub culture, and/or misinterpreting the expectations of their superior. Danger lurks ahead….. in the form of mistrust by others, leader fatigue, compounding anxiety with over preparation, and creation of an unsafe environment for employees. As stress intensifies for the new role leader, can you really be making the best decisions for the organization as a whole, your team and yourself?

A recent research article from the University of Washington reported the findings of imposing stress on rats. It took only one uncontrollable stressful episode to greatly effect the behavior of a rat. It actually took the rat several days to recover from the effects of the stressor and return to normal decision making ability. The learning of the stressed rat control group was delayed. As well, this group was unable to readily adjust to alterations made in the imposed stress exercise. Stress altered the ability to learn, the ability to remain agile, and the ability to make decisions. How does this convert to humans? Well, the scientific community has been using rats as study participants for years…there must be something to their selection.

As I look to newly transitioning leaders whom I have coached over the past 5 years, I relate to the news of the above study. Stress has a tremendous effect on performance levels and at a time when a leader is under the microscope and readily judged by others. Clients have shared with me how this has manifested for them and projected in all areas of their life. Many suffer from extreme sleep disturbances and/ or dietary challenges.

I have worked with leaders who admitted that they had hardly slept in two months and leaders who existed on a pop and pizza diet. It is rewarding as a coach to support leaders in these circumstances and be part of the process that allows them to gain back a feeling of balance and control……rewarding them with restful nights rather than a continuum of wide eyed 3 AM note taking sessions. With invested and targeted support, these leaders can bring about greater contribution to the organization in a shortened time frame as they learn to manage their stress, embrace the transition, garner early credibility and move powerfully forward with their leadership.

What is the cost to an organization of not readily investing in the transitioning new role leader? As this is an area of continued research for me I repeatedly see transitioning phases of 14 – 24 months in executive level roles. More complex portfolios can exceed this timeframe. This is not just about the leader’s transition. One must take into consideration the transitional impact on those who surround the leader and the cost to the organization when their performance falters as a result of how the new role leader shows up for others.

What is your personal experience in a recent transition, either as the leader or as a direct report to a newly transitioning leader? While you are drinking from a fire hose, what soothing techniques have you found that help to manage anxiety and stress for you? In hindsight, how do you feel your decision making during a recent leadership transition may have been impaired?

“Bob, I’m a little shocked!” This is how my executive coaching client, Danny, the Vice-President-Production Operations with a large energy firm in the oil patch responded at the beginning of our conversation when asked, “How are things back at the ranch?” He went on to explain that when he had been nudged by their Human Resource function to get a sense of forecasted turnover over the next few years through retirements, attrition, etc., his people had collectively come to the conclusion that 70% of the staff in Danny’s division would turn over in the next 3 years. “Well, what are you planning to do to prevent the potential adverse consequences?”, I asked.

In response, Danny stated, “We clearly have to start identifying successors to the key Production Operations leadership positions, and in parallel with this identify and accelerate the development of High Potentials.” “What are your other glimpses of the obvious?” I asked him. “That’s a darn good question. I guess we’ve got to review other critical roles and specifically any flight risk staff!” 

“What generally would be the outcomes you and your leadership team would likely look for by doing this?” I asked again. He quickly responded with increased energy, “Well for one, identify key talent at the senior levels of our division, get a solid sense of our bench strength, get those we identify to be clear on their needed development activities, and agree with our senior team as to what exactly the key succession management metrics should  be!”. Danny had quickly created excellent strategic direction around this challenge that’s common to most private and public sector organizations.

When asked, “What’s really driving all of this?”, Danny said “That’s another great question. We’re anticipating continued strong growth once the economy gets back on its feet and obviously anticipating turnover of our key people. The increased challenge of filling these key roles along with our questionable current bench strength and readiness to backfill are clearly wanting, as well as our lack of being able to identify HiPo’s right now and having them ready to step into senior leadership roles when we need them to surface. I think these are the real concerns here.”

“How do you feel about all of this?” I asked. “Quite frankly, I’m disappointed, mad as hell for allowing ourselves to get into this position, and I’m damned anxious about what might happen if we don’t get on top of it . . . and yesterday! It’s now one of our top priorities!”

“So, what do you want to do about it?” I asked him. “Well, it’s clear that we’re engineering experts and not Human Resource experts so we’ll need to get together with HR and soon. I’ll put this at the top of the list at our next Production Ops executive leadership team meeting this coming Tuesday.”

“If you thought you knew what needed to be done in terms of the overall process for moving this forward quickly, what might that be?” Being the quick thinker he naturally is, Danny stated, “OK, do you just make these questions up? Well first, I would think that we need to scope out what actually needs to be identified through our succession management initiative. Second, we would no doubt have to assess and review our current engineering talent for levels of performance and potential. Third, we’d obviously have to start figuring out what key leadership and individual-contributor engineering roles need to be replaced and when. Last, I’m thinking it’s about making sure we have a top notch development action planning process in place that can be quickly designed and implemented. Does that make sense?”. “More importantly, does it make sense to you?” I responded. “You know, it does. Thanks.”, said Danny.

“So what’ll your next steps be given what you’ve said so far?” I asked him. “Again, the questions Uncle Bob!”, Danny said jokingly. “Well let me see. I’m thinking we start right away by initiating a succession planning meeting between us and HR early next month to agree on role expectations, determine critical roles in the Production Operations division, identify high impact engineer flight risks and begin a talent review to develop a list of HiPo’s.” “Then what?”, I asked. “OK”, Danny said, “Later in the month, we’ll make sure we have a talent replacement plan in place. In the following month we can shoot for having a development plan nailed down, and the month after that have our succession metrics in place with a solid progress plan established. Yeah, that’s sounds like it would do it.” 

Lastly I asked Danny, “So how will we know you’ve done what you’ve said?” “Again, with the questions!” he responded tongue in cheek. “I’ll send you a one page copy of our general plan for making this happen with target dates. I’ll send you an email once I believe each of the key milestones have been achieved. We can also carve out a small portion of some of our future executive coaching calls for us to discuss what’s happening. Will that work?” “It’s sounds like a plan my friend.” said I.

What insights in the foregoing were there for you? What one word captures your reaction? How do you feel about the subject of talent management and succession planning. What do you want to do with it? I would love to receive any gems this may have conjured up for you. For those interested, a wonderful book on this subject is ‘The Leadership Pipeline: How to Build the Leadership Powered Company’, by Ram Charan, Stephen Drotter and James Noel. Take care and have a great day!

Well, it’s no secret that The Benwicks are huge animal lovers! To build on the current theme of Bob’s recent blog on Beau Benwick, I would like to share another perspective on leadership based on the human interaction with canines as we seek to establish the “leader in the pack” not unlike establishing our role as leader in any organization or community.

Cesar Millan, is an incredible animal behaviorist. You may have seen his show on the National Geographic Channel…. The Dog Whisperer…. I tend to tune in the wee hours of the morning on those nights when sleep escapes me – too much late night caffeine! I always get “take aways” from each show….not just in regard to our canine house mates, but I see such parallels to leadership amongst human kind. Cesar’s coin of the phrase “Leader of the Pack” has great meaning regardless of what species provides the context.

While several leadership pathways emerge from observing and reading about Cesar’s choice of methods [read Be the Pack Leader, Millan, C. & Peltier, J.(2007)], I am taken with the emphasis demonstrated on the value of calm assertive energy as a means to bring about desirable outcome…..in canine world this showcases the need for self regulation of the leader’s energy as dogs are all about reading this. It is what they respond to. If we as leader exhibit anger, excitement, anxiety, and/or fear while working with our canines, what will we bring about for them? Clearly we are modeling unbalanced behavior of which they will emulate or respond to. Watching those on TV who reach out to Cesar to bring solution to their canine problems, he is very clear as to who needs the help….the leader! It is interesting to note that those coming from a leadership position that demonstrates anxiety or excitable behaviour also tend to struggle to achieve the bottom and top line results, results they are looking for as their messaging. Just as with canines, they will often come across to others as perhaps reactive and confusing, or unpredictable, intimidating, lackluster and incredulous, often eroding that most important aspect…..trust! 

So what does this mean for us homo sapiens? In our human experience under conditions of stress (that’s constantly around us), the question is, ‘as leaders how do we show up for others and what messaging are we sending to those that we lead? If our anxiety, anger, and/or fear are not well self-regulated, particularly in these challenging times….. can you, the organizational leader, really expect to get desired contribution and performance from your people once you’ve made key decisions? Under continuous growing demands from all around you, in such a state can a you, as leader, clearly produce the best balanced decisions for the organization and its constituents? What tools could your organization provide you with to fully support you to better self-regulate, thus maximizing your leadership effectiveness and providing the leverage for you to become a highly respected “leader of the pack”? 

And….to Cesar Millan, …… it would be a sincere pleasure to eventually have the opportunity to meet a true developer of leaders!

Are there any Cesars in your organization? Are you one? What do you need to say yes to in order to create the possibility! What do you need to start saying no to in order assure its happening?

“Listen, I feel confident about most things, but terminating some of my staffs’ employment isn’t really one of them. I don’t want to be one of those managers that simply say, ‘nice tie, you’re fired’!” said Frank, a senior operations vice-president I’ve been coaching. “Given the white-water economy we’re faced with, some serious people decisions have to be made around here, that will probably include cutting some people loose. Again, I really don’t want to do this. However, I’d like to make sure I don’t make any major errors when the rubber hits the ground.” Frank and I agreed that letting people go is more common than not these days and this action needs to be managed competently and with compassion for both the organization and those folks who will be departing.

“So, what would be some key payoffs of your handling these employment terminations well?” I asked Frank. Being a relatively quiet individual by nature, he took some time to think about it before he responded. The following benefits surfaced during our coaching discussion: 

• reduced trauma and the adverse impact of the event to the individuals affected
• avoid some serious downsides when thoughtfully providing the difficult news and hopefully maintain healthy relationships following the event
• minimized potential problems for the organization itself in terms of a well handled meeting, sending a positive message to those remaining, and avoiding unintended comments
• Being in service of the departing employees getting a positive jump start toward landing on their feet as quickly as practical with their job search campaigns

Based on the foregoing, Frank and I further coached around what some of the logical key steps might be when engaging in the process. These included:

DECOMPRESSION: choose an appropriate time and a neutral setting for the termination meeting (not in his office)

SET THE CONTEXT: authentically and briefly express genuine concern for the organization’s current situation and future prospects 

GET TO THE POINT: state the departure very quickly, clearly and succinctly.

TERMINATION PACKAGE AND SUPPORT: explain the termination package, including benefits coverage and any career transition coaching support being made available, and offering to support the individual wherever practical.

DOCUMENTATION: ensuring a letter outlining the specifics of the termination package, including a release document, be given to the individual so that they can study the letter and package later when the dust starts to settle. “ LASER LISTEN: Allow time for the individual to react and raise questions of clarification, yet being clear the decision has been made and is final

COMPASSION AND SUPPORT: offer moral support, but not in terms of reversing the decision that has been made.

TERMINATION TRANSITION: following thorough pre-planning, discuss the specific details concerning the individual’s transition out of the organization.

CAREER TRANSITION COACH: introduce the separating individual to the assigned R. W. BENWICK ASSOCIATES career transition coach or internal Human Resource Management specialist. Meeting Length: total meeting time to be kept to 10 to 15 minutes max! A longer meeting could very well deteriorate, and end up creating unnecessary concerns.

AFTER THE MEETING: once the departed individual has worked with their R. W. BENWICK ASSOCIATES coach and prepared for their employment search they may want to meet with Frank for some information, advice or suggestions relative to their job search campaign, or they may want to approach him to provide a reference. Here, the R. W. BENWICK ASSOCIATES coach can help to smoothly facilitate the terminated employee to move forward quickly and reduce any related discomfort experienced by Frank.

Frank felt quite confidant at the end of our coaching meeting on the topic and now knew where he needed to spend more time deepening his understanding, planning, organizing and preparing to handle this difficult task thoughtfully and compassionately. 

What else do you think Frank needs to consider? Other potential problems? What else might he do to prevent these or to minimize any adverse consequences should they arise? Your thoughts and feelings around the foregoing would be most appreciated.

 ”For some reason when I tell them what I want accomplished, I simply don’t appear to be getting the results!” stated Barbara, my executive coaching client. “So how do you feel about that?”, I asked. “Frustrated as hell, impotent, and powerless to make things happen!”, she replied. She went on, “I thought I understood this leadership and power stuff, but I think I’ve missed the boat somehow.” We engaged in some solid discussion and coaching around what power is and is not for her. From this Barbara mined some great insights and confidently identified what she needed to start, stop and continue doing as a leader to improve her ability to enhance her relationships and dramatically increase her group’s strategic contribution to both her Division’s and the organization’s success.

As we coached, she quickly became more aware that she can’t just power someone, she can only influence them. However, she also realized that she needs power in order to effectively influence others to do want she needed done. She noted in our coaching discussion that power for her was in fact an essential leadership resource. She also quickly ascertained from our exchange that there are basically two sources of power that are available for her to tap into: organizational position power that came with her role, and her own personal power.

As we explored sources of position power, Barbara concluded that this came from her access to the formal power essentially her right to command. She also noted that with her role came the ability to use rewards, be they financial or non-financial rewards. She quickly added to the foregoing her ability to use coercion to get want she wanted from others, be they threats, denial of rewards or even the use of punishment. Although she tried not to use these, she felt some folks may have seen it more often than not. After further discussion, she concluded that other sources of her position power might also include her control of her function’s business processes, access and control of key information, and the power to represent her strategic business unit. Although, all legitimate, she was very clear that these should be used with considerable forethought, sparingly and by exception. Unfortunately, in hindsight she confided that she was concerned about her inappropriate use of some of the foregoing and wanted to modify related behaviors.

We continued with our discussion around those sources of power. She emphasized a desire to increase her ability to get results through others, whether they reported directly to her or not, and assure that they would also be highly satisfied with their working relationship with her. She felt if she could achieve this the result would probably be higher motivation on their part, resulting in generally increased effort to make things happen and thus support successful achievement of her and their overall performance  targets.

This then lead to more coaching around Barbara’s sources of personal power. These tended to include her expert power such as her specialized knowledge, experience and judgment that the others needed access to because they didn’t have it themselves. Another source was her ability to rationally persuade others that the goals she wanted achieved were desirable and the way to achieve them reasonable. And last, but not least, was what we both agreed was absolutely one of her greatest sources of potential power and that was her ability to influence others because they genuinely like her and want to identify with her. Barbara knew that would be possible only if she takes the time to invest in relationships with key others and allows herself to withdraw when needed to get critical results accomplished.

It became obvious that for her to achieve important results through not only her people, but also through her peers, boss and key others, personal power was the most critical area for her to continue to develop and enhance. She felt the focus would now be on developing her likeability—referent power. This is one smart lady and I know she will become even more powerful and influential in advancing her organization’s strategic advantage.

Based on the foregoing, what would you have added that could enable her to be a more powerful leader? What was the gold nugget for you in Barbara’s situation? Oh, the places she’ll go when she gets on top of this one!