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TRANSITION TIPS AND TOOLS

Your newly formed teams will be commencing their own teaming journey as you undertake
your leadership shift in accountability/geography and possibly newly expanded role.

PEOPLE PRACTICES: Quick Tip

Getting to know you and your team Intact Team Meeting

□ Send welcome message to all direct SAMPLE Interview Model

reports immediately after announcement Consider having a more relaxed
□ Set up one-on-one meetings with all direct atmosphere during your first all-direct
reports (virtual or in-person) reports meeting. You could share the
□ Set up intact team meeting for direct reports (use questions beforehand or ask for
interview model) additional ones as well. One of the
□ Meet with outgoing leader (if needed) to members (or all) could conduct an
discuss transition over to you (budgets, strategic interview with you so that the group
plans, operational goals, etc.) will get to know you personally as well

□ Consider establishing a buddy at each site who can as some of your leadership
help you to navigate early days expectations. These are questions for

□ Consider touring the physical areas for your your consideration:

new teams in order to lessen any angst on their • How would you describe your
leadership style?
part
• What is your proudest moment

in your career?
PROCESS/PRACTICES:
• What would you like to share
Getting to know the environment
about your personal life
□ Gain access to all systems and offices and networks
(where you live, family
□ Ensure understanding of the geography of your situation, etc.)?
portfolio (if you have a site-buddy, they can
• What is your favorite
help)
activity outside of work?
□ View the listing of Leadership Corporate meetings • What keeps you awake at night
and decide which you will attend
regarding this new role?
□ Obtain or gain understanding of individual • What can we do to help in the
site policies (e.g. codes, practice guidelines, short term?
etc.) • How will we stay connected as
a team?

ADDITIONAL RESOURCES: • How can we utilize technology to

Support for you as a leader help us stay connected?

□ Intranet pages for each site

□ Other peers also experiencing transition

□ Administrative support staff