Professional Documents
Culture Documents
Your Time
to Impact
Four Keys to a Successful
Leadership Transition
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Executive Summary 4
Introduction 6
Conclusion 19
About CEB 23
Contact Us
LTS@executiveboard.com www.executiveboard.com
to Learn More
NPD8518614SYN
Executive Summary
Four Key Drivers of a Successful Leadership Transition
Improving Creating
Organizational IQ Role Clarity
Fit Focus
Forming Shaping
Connections the Future
Friends Future
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∆ = 21%
∆ = 15%
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80%
have been given more
responsibility.
76%
are being asked
to achieve more and
broader objectives.
65%
must deliver business
results faster.
54%
have had frequent shifts
in job responsibilities.
50%
have a more global role.
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Improving Creating
Organizational IQ Role Clarity
Fit Focus
Forming Shaping
Connections the Future
Friends Future
Our proprietary leadership transition framework focuses not only on individual action but also on activating
the transition community—arming peers and managers with the resources to facilitate your success.
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Peter Nolan
Former head of Sales and Marketing
Electrolux
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Identify key industry forces, such as competitive positioning, that affect the company’s
business.
Understand and achieve alignment between your personal style and the corporate style.
Understand how functional macro trends affect your role and practices.
Assess your function’s performance, and understand its strengths and weaknesses.
Define the competencies that drive high performance, and measure your new team
members against those competencies.
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Gain consensus on and clarify performance goals for the short, medium,
and long term.
Understand transition risks and where you might need support.
Develop a transition plan that accounts for your situational and cultural risks.
Get focused, 360-degree feedback on your performance, and adjust as needed.
1 Matt Paese, PhD, and Simon Mitchell, “Leaders in Transition: Stepping Up, Not Off,” Development Dimensions International,
May 2007.
2 Tanya Menon and Leigh Thompson, “Envy at Work,” Harvard Business Review, April 2010.
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1 Mark E. Van Buren and Todd Safferstone, “The Quick Wins Paradox,” Harvard Business Review, January 2009.
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Identify early wins that enlist the full participation of your new team.
Define (or redefine) a long-term strategic plan that aligns with corporate vision.
Manage change initiatives through plans that address communication, buy-in, and
minimizing conflict.
Encourage stretch performance, using defined metrics to track and drive the function’s
performance.
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1 Dan Ciampa and Michael Watkins, “The Successor’s Dilemma,” Harvard Business Review, Nov-Dec 1999.
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Executive
Competencies
and Activities
Situational Support
Additional Components
of the Most Successful
Active Transition Community Leadership Transitions
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Understand direct reports’ concerns and objectives through open discussion and team
exercises.
Understand business partners’ top priorities and how you will be graded against them.
Identify critical internal and external stakeholders, and know how to activate them
as a support network.
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Your organization used rigorous methods to stay engaged, show more discretionary effort, meet
identify a high-performance candidate for the performance goals, and ultimately strengthen
leadership position—you—but is the environment revenue and profit.
conducive to enabling you to perform to your
potential? The payback makes a compelling case for
rethinking the transition process: Shift away from
Place a Maserati in rush hour traffic on a Los
a narrow focus on individual attributes to broader
Angeles freeway…or a potholed back road…
or a school zone on a weekday afternoon, and
consideration of the context and community
you will never get a chance to see its potential. around your new role. Do not allow stakeholders
The most high-performance vehicle cannot to act as passive observers; instead, guide them
truly perform if the environment won’t allow it. toward an active transition partnership role.
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I understand the key driving forces I understand how my leadership I understand how macro trends are
impacting my company's business. style aligns with my team's affecting my function’s role and
preferences and the styles of my practices.
peers.
Potential Impact on Transition Success Potential Impact on Transition Success Potential Impact on Transition Success
1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
URGENT
Transition Success
4 = High
1 2 3 4 5
CHALLENGES
Current Effectiveness
1 2 3 4 5 3 = Moderate
2 = Low
15. Meeting Business Partners’
Expectations
1 = No Impact
I know how well my function is
achieving my business partners’
3 = Adequate
5 = Superior
2 = Marginal
most important priorities.
4 = Strong
1 = Weak
Potential Impact on Transition Success
1 2 3 4 5
I have discussed with my direct I have defined metrics to track and I have a plan to communicate our
reports their objectives and improve functional performance. change initiatives, obtain buy-in,
concerns. and minimize associated conflict.
Potential Impact on Transition Success Potential Impact on Transition Success Potential Impact on Transition Success
1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
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4. A
ssessing Functional 5. Evaluating Team Competencies 6. C
larifying Performance Goals
Performance
I have assessed my function’s I have defined the competencies My manager and I agree on my
performance and understand our that drive high performance and personal performance goals at the
strengths and weaknesses. measured my staff against them. short, medium, and long term.
Potential Impact on Transition Success Potential Impact on Transition Success Potential Impact on Transition Success
1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
7. U
nderstanding Transition Risk
Current Effectiveness
Fit Focus
1 2 3 4 5
Forming Shaping 8. P
lanning the Transition
Connections the Future
Friends Future I have developed a transition plan
that accounts for my situational
and cultural risks.
Current Effectiveness
1 2 3 4 5
I have defined a long-term I have identified early wins that I receive focused, 360-degree
strategic plan for my function that enlist the full participation of my transition feedback to adjust my
aligns with our corporate vision. new team. progress, as needed.
Potential Impact on Transition Success Potential Impact on Transition Success Potential Impact on Transition Success
1 2 3 4 5 1 2 3 4 5 1 2 3 4 5
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Our Resources
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Practices
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services organizations worldwide. Our membership model delivers insight, tools, and advice that lead to
transformative outcomes for your team and company. Our practice areas include the following:
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Please visit our website to learn more about our practices and services.
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