Succeeding as an Executive When a New CEO Redefines Your Role

Meet The New Boss

It’s always a challenge to get your footing when you are in a new job. It can be just as difficult when your job changes because a new boss is redefining your role.

An executive may easily be out of sync with their new CEO. Performance that once met expectations is no longer adequate. The new boss is unclear about their agenda and whether this executive fits in. There is a new relationship to forge. There is a new culture being built out of unspoken rules. The CEO might bring with them people who have worked with them before. Nobody knows whether this is the first step in a full housecleaning or not.

The Reality of Leadership Change Under a New CEO

Sometimes, a new CEO has their own plan in mind, and it won’t include the leadership team that’s still in place from the previous regime. More often, a new CEO will recognize that there is benefit derived from having people who know how things work in an organization and can help to advance an agenda for change. The following seven suggestions are steps to take early in this new relationship.

Seven Actions to Take Early in a New CEO Relationship

Don’t Take Past Criticism Personally

Don’t take criticism of how things previously were done personally. A boss’s undiplomatic assessment of past strategy is not a reflection on your competence. Calling the previous plan stupid does not imply that they mean YOU are stupid.

Commit to the New Boss’s Success

Commit to the new boss’s success. A new boss brings with them a new direction. You may have been a critical part of the old direction. That doesn’t preclude you from being part of a new direction.

You must decide whether you are wedded to a strategy that is about to change or whether you can buy into a new strategy. If you can’t be part of the change, leave. Resistance is futile and self-destructive.

An early conversation should center around the boss’s vision and priorities, and how you can contribute to their activation. Context is important, but make sure your explanation of potential obstacles is not perceived as opposition to the new direction.

Seek Clarity in Your Role

Seek clarity in your role in delivering change. The answer to “how can I help” may seem too obvious to ask. Ask anyway. It shows that you are on board. And it might also lead to surprising answers.

Clarify Your Decision Rights

Clarify your decision rights. Executive Springboard calls these “Do-Tell-Ask.”

What are the things you can do without informing the boss? What do they want to be kept in the loop on, once you’ve acted? When do you need their permission to act?

It may be hard to get granular on this, but you can establish a language that helps de-escalate potential conflicts: “I’m sorry, I thought this was a ‘tell,’ and you see this as an ‘ask.’”

Understand the Boss’s Communication Preferences

Understand the boss’s communication preferences. Some have an open-door policy. Some have no meetings longer than 30 minutes. They may frequently reach out to your subordinates without including you. They may send out weekly voicemail messages to all staff. Most people can articulate their communication style better than they can define their leadership style.

Avoid Trying to Impress, Whine, or Petition

Avoid trying to impress, whine, or petition. It’s not about you; it’s about your boss. If you want to stand out, try not bringing your own agenda to the forefront. Instead, limit status reporting to five minutes, share successes, seek to understand their direction, and engage in two-way feedback early on, if invited to do so. In other words, be a grownup. Ask for direction when you are lost or when your decision-rights discussion says it’s needed. Besides that, do your job and let your boss do theirs.

Build a Personal Relationship Gradually

Build a personal relationship incrementally. Ask them to lunch early on. Be aware that they are experiencing more disruption than you are. They are counting on you. Your authenticity is the quickest path to developing trust.

FREQUENTLY ASKED QUESTIONS

Do not take it personally. Critique of past strategy is rarely a judgment of your competence. Listen for intent, ask clarifying questions, and treat feedback as insight into the new direction.
It means aligning with their vision in action, not just words. Understand their priorities, decide whether you can support them, and avoid passive resistance.
Ambiguity creates conflict. Agree on what you can decide independently, what requires notification, and what needs approval. Shared language prevents unnecessary tension.
Be steady and professional. Keep updates concise, ask for direction when needed, and develop the relationship gradually through consistent behavior.

ABCs of Onboarding

Early childhood development usually focuses on the first five years of life. It’s in this time that a person first interacts with the world, creates strategies for that interaction and develops patterns that define their personality. On the job, there is a critical period of development, but it is usually measured in months, not years.

CEOs recognize the importance of onboarding, not only on individual productivity but on retention. In a 2019 Vistage study, 46% of CEOs gave a top-box response to the importance of onboarding on retention. So, knowing how important this is, why are so many onboarding programs abysmal? Let me suggest three reasons: Picture
  • 1. “Sink or swim” attitude. Companies blame the executive, and not themselves, for a failure. If 50% of new executives fail, then the other half succeed. It must be a shortcoming in the exec, right? After all, we can’t be that bad, can we? There is a Darwinian mindset that leaves the executive to sink or swim on their own. I think it is based on the mistaken notion that, at senior levels, people know what they are doing. The truth is, what worked well in their last job might not work well in a new environment. The problems they face are different. The culture is different. They are ignorant of the availability and quality of support resources.
  • 2. Bestowing the mantle of change agent. Who would ever assume a position of leadership in a company and hear, “We want you to do just what the last person in this role did.”? Being a change agent comes with the territory. But calling it out invites the bull into the china shop. It can lead to assumptions of ends justifying means. It can lead somebody on the path of bad behavior. Most importantly, it activates the organization’s immune system. Before the new leader even has a chance to win people over, to earn trust or to gain alignment, the very people who will be relied upon to bring about a change agenda are plotting their strategy of disobedience.
  • 3. Giving up too soon. Many companies mistake orientation for onboarding. A study by Korn Ferry reported that 83% of companies claim to have onboarding programs, but 53% of these programs lasted a week or shorter. Giving somebody a laptop and a benefits package is not the same as integrating them into the company. Also, there seems to be magic in The First 90 Days. I believe this is because companies drive for a judgement on whether somebody has what it takes based on the tactical “quick wins” the leader accomplishes in this limited exposure. In less time than it took to find this savior, you determine that they’re not the right person for the job. Or, while you might feel like you’ve hired a winner after observing them for three months, they are still very insecure in their position and they have not yet determined if you are right for them.
Success is often measured on whether an executive is retained for 18 months. At that point, the financials turn positive on the ROI of talent acquisition. And at that point, with the leader well entrenched in the organization, the flight risk diminishes sharply. If 90 days is too short for onboarding, 18 months is too long. From Executive Springboard’s experience with leaders in new roles, we find that this period of assimilation is about eight months. By the end of eight months, the executive is starting to make an impact, key relationships are established, the corporate culture no longer feels foreign and there are few new surprises that impede their progress.

The leader’s successful assimilation doesn’t happen on its own. To excel, there is a lot of hard work from them and from the organization. I want to provide some building blocks for companies, which I will arrange alphabetically instead of sequentially:
  • Air support from the boss
  • Buddies and mentors
  • Cultural briefing
  • Do-Tell-Ask
  • Explicit 360-degree feedback
  • New manager assimilation workshop
  • Orientation
  • Pre-hire assessment.
Air support. A very common reason why executives flame out is because they lack political savvy and support. A strong leader will develop savvy over time. But in the early going, they are at a significant disadvantage in leveraging influence, versus people who know how things work in the company. The boss has to step in and give the executive a chance, putting their finger on the scale as necessary, until this becomes a fair fight.

Buddies and mentors. Again, executives often attribute failure to not receiving the coaching they need. Junior or middle managers might get internal mentors as a resource. Senior players generally will not make themselves vulnerable with a colleague who could end up becoming the source of conflict down the road. There are several remedies for this. First, large organizations may offer a buddy system, where the leader is paired with a peer who is far removed from their area of responsibility. The head of the Dallas office of an international advertising agency might be paired with their counterpart in Vancouver. Second, the leader might establish a reverse or reciprocal mentoring relationship with a middle manager in the organization. They can provide career advice to a younger colleague while learning about the company’s culture from the junior member. Reverse mentoring is often helpful in educating an older executive about a cohort that is part of your company’s customer base. Third, external resources (e.g., an executive coach or an external mentor) can be great in providing a sounding board, offering support or holding the exec to account, when necessary.

Cultural briefing. Much of an organization’s culture is unwritten, so the assimilation process might involve more osmosis than reading or listening. But there are ways to build this into onboarding, and it is often the responsibility of the HR function. Common areas to discuss are communications preferences, valued behaviors, modes of decision-making, presence or absence of collaboration, the response to receiving bad news and where the power lies. These topics are typically far more useful than a conversation on mission, vision and values.

Do-Tell-Ask. Another oft-stated reason why executives claim things don’t work out is that there is a disconnect between their expectations and the realities they find on the job. Very often, this involves their relationship with their boss. Commonly, they heard that they would have a lot of autonomy in their role. But those first 90 days often find the CEO much closer to the executive’s business than they anticipated. The boss sees this as “trust but verify.” The exec views this as micromanagement. Unresolved, it can lead to their dissatisfaction and departure. A useful tool is to divide the new leader’s responsibilities into (1) what they can do without a discussion, (2) what they can do on their own but need to tell the boss after the fact and (3) what they need to ask permission before doing. All responsibilities will never be delineated, but this creates a language for dealing with a pain point for newly placed leaders.

Explicit 360-degree feedback. In a study by Leadership IQ, companies attributed 26% of new executive failures to them not being sufficiently coachable. This is not as straightforward as it seems. It is seldom a willful disregard of advice. More often than not, the executive never recognized a comment as advice. It was viewed as somebody thinking out loud. To avoid the executive missing the hint, it is important to hold regular feedback sessions with the executive. HR is responsible for gathering feedback up, down and across, then sharing it with the exec. Data shared should be explicit, specific and attributed. Quarterly feedback sessions provide the proper cadence during assimilation.

New manager assimilation workshop. HR or outside resources can conduct a session between the leader and their team. The process includes data collection from the team on:
  • what is known about the leader
  • what they’d like to know about them
  • what they need most from them
  • what they need most from the leader
  • what they want the leader to know about them
  • what they view as the priorities and
  • how they can help.
​The facilitator shares this data with the leader. After the leader has an hour or so to internalize, they provide responses to their team and a discussion ensues. Next steps are established, with a follow-up in a couple of months to chart progress.

Orientation. Yes, the stuff that gets done in the first week is important. And it makes a lot of sense to individualize a leader’s orientation, rather than combine it with a cohort of new recruits. The leader’s issues may be different from those of more junior employees. The leader doesn’t want to feel processed. Turn this simple part of becoming a member of your organization into something that reflects the investment you are making in them.

Pre-hire assessment. A personality assessment is a standard part of many companies’ senior talent acquisition processes. Many who read this will know the intricacies of Hogan, EQ-I, Predictive Index or DISC better than I do. Each is designed for slightly different purposes. I think there is often a missed opportunity in their use. Having decided that a candidate is unlikely to be an axe murderer, and now confident in your “GO” hiring decision, the assessment is often locked up in a file, not to be viewed again until there are succession planning discussions. Yet these tools are very helpful in mapping out their development during assimilation and in identifying the best way to communicate with them.

Having established the ABCs of onboarding, I offer a few last suggestions. You have invested a lot of time and money into selecting a leader who can make a difference in your business. As they learn to crawl, walk and run, consider how to leverage their newness. Before they learn to conform to how you do things, invite them to offer a better way. Encourage them to keep a journal of their early observations and of the questions that they might feel are too stupid to ask. Discuss these observations in your feedback sessions. There may be gems that uncover unnecessary paradigms that open up possibilities for everybody. And act with the patience that allows the leader to excel at a pace that’s right for them and for you.

Corporate Onboarding checklist before accepting a job offer for smooth transition

You’ve been furloughed or laid off. If you received a severance package, it was not very generous. You feel the clock ticking. Almost all your effort is directed towards selling yourself and getting an offer. And then the offer comes. Excited, and almost as an afterthought, you enter into negotiations on compensation, leave, start date, scope of responsibilities, etc. There is a critical element that benefits both the employer and employee but is almost never discussed. ​

When you are living in the now, it is hard to project too far into the future. But just imagine a year from now, being in transition once again, because this new opportunity you’re embarking on didn’t work out. ​​

It is currently a buyer’s market for employers. They face a daunting funnel of attractive candidates for the few jobs that are available. Their job is to find a perfect fit. Your job is to convince them that you are that perfect fit. If a perfect fit ever did exist, it would break down in the harsh realities of organizational immune systems, unmet expectations and less-than-perfect relationships, all heightened by COVID-enhanced challenges to the way we interact. ​​

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Think of the recruitment process as online dating. A bad fit gets weeded out quickly. But even a perfect match doesn’t guarantee a great marriage. We have to work at it. Shit happens that requires us to react. The wrong reaction can lead to a cascade of unfortunate consequences. ​​

A senior leader was hired to run half of the North American business in a $6B company, with a clear path to an even bigger position. He came from the industry, and he had impeccable credentials in his former company. He never got his footing. The company’s immune system was on high alert. He dug into the details of the business, into areas long-time execs who reported to him felt were their own domains. Upset at his hands-on approach, several talented business heads bolted. In less than 2 years, he was gone, leaving havoc in his wake. His next two roles, as CEO, had stellar results. Was he only incompetent in one job in his career? Not at all; he just made unfortunate choices that went sideways. ​​

I’ve researched why executives fail. The answer depends upon whom you ask. ​​

Ask the executive, and they will give you environmental factors that they didn’t handle as well as they could. Key among them:
  • Confusion about role expectations
  • Failure to establish key connections and partnerships
  • Lack of political savvy or support
  • Failure to establish cultural fit
  • Ineffective people management or teaming
  • Lack of internal feedback and coaching
Ask the company, they will find themselves blameless, and they will instead blame the failure squarely on the executive:
  • Not being coachable
  • Not exhibiting emotional intelligence
  • Not being sufficiently motivated
  • Having the wrong temperament
  • Lack of functional competence.
You know what’s trivial on either list? Not having the functional skills to do the job. Executives never admitted to being under-qualified. Employers only noted this in 11% of cases. ​​

People issues get talented leaders in trouble. And as best as you can, it’s in your best interest to investigate those potential issues now. Understand the culture, not just what is in an HR manual but how things actually get done here. Think about the person who will be on your team who thinks they should get the job. Feel confident that the corporate snow job is over, and you really know the state of the business. I’ll spare you a longer list of what-to-do’s and watch-outs, and go straight to an element on both lists, coaching. You know the adage about advice: “The wise don’t need it and the foolish don’t heed it.” The adage is wrong.
Everybody needs advice. All of us sometimes fail to heed it. Often, advice is so subtle or from such unexpected sources that it goes unnoticed. ​​

This is why a coach or mentor is so important, especially in the critical early months in a new job. It helps to recognize advice when it is given and to have somebody who reminds you of what’s important. It makes no difference how senior you are. CEOs need mentors. Functional heads need people whose counsel they can count on. Sometimes that resource can be inside the organization. The head of a regional office might find a sounding board and an honest voice in her peer in another office. Most often, senior executives need to find coaching outside. ​​

When negotiating your offer, asking for a coach or mentor creates a win-win. For the company, formalized guidance reduces the risk of failed hire, and the cost and disruption that come with it. It comes down to an attractive ROI. The executive gains an opportunity grow their EQ, further develop management and influencing skills, accelerate impact and reduce the chance of trauma that comes from an unsuccessful tenure. ​​

Not all companies recognize the benefits of investing in an external coach or mentor, but the offer negotiation is the ideal time to explore the opportunity. Many executives would pay for a coach anyway. There is little harm in asking for this to be at least a shared investment

Onboarding process improvement for better employee experience and retention

In my parents’ day, kids learned how to swim by being thrown in the deep end. A violent thrashing that resembled treading water, a dog-paddle to the side and, along with a bit of sputtering, confidence grew that you could conquer the pool.

Today, infants and toddlers get comfortable in water before they are toilet trained. Kids routinely learn aquatic skills and stroke fundamentals before they learn to read. It seems like we’ve come a long way.

Then I consider how so many companies handle the onboarding of new employees. They might as well throw them into the deep end! The surprise is that so many companies just expect qualified people who have succeeded in the past to succeed this time. “They’re senior, they don’t need the help, right?” Ugh!

I thought I would pass on some observations on why so many onboarding programs suck, and steps that can be taken to make them great.

When does it happen?
KornFerry research showed that an overwhelming majority (74%) of companies see onboarding as a key factor in employee retention. Even more companies (83%) have onboarding programs in place. Yet most companies’ onboarding programs last for one week or shorter, and almost ¾ of companies have onboarding programs of a month or shorter.

Beyond the limited duration of most onboarding efforts, there is some variation on when they are conducted. Small companies might begin to onboard individual employees on their first day. Medium and large companies might have regularly scheduled onboarding programs, allowing HR managers to group employees together for efficient processes. The problem here is that new employees might have to wait some time before getting the benefits of an onboarding effort.

I submit that the best time to start onboarding is before an employee starts the job. There is no reason why materials can’t be given to people when they accept an employment offer but before they start work. This doesn’t eliminate the need for a Day 1 program. But giving pre-employment homework makes employees better informed when they walk in the door, and it creates a more meaningful on-site orientation.

And I’d suggest that onboarding extends beyond a week. In fact, it extends beyond the 90-day period often discussed in literature. People are often still referring to their former places of employment as “we” after 90 days. People often don’t see the most significant problems they have to deal with until month 6 or 8.

What gets covered?
Gloria Sims of Insperity pointed out that onboarding often gets confused with orientation. If your onboarding lasts for only one day, as KornFerry reported among 23% of companies, you are conducting a new employee orientation. This will tick off the boxes:
  • Critical policies that the employee attests awareness for compliance
  • Tour of facilities
  • Employee processing (IDs, passwords, etc.)
  • Introduction to benefits plans
  • Administrative processes
  • Introduction to elements of corporate culture, including the special language used
In essence, the one-day program gives an employee the equivalent of an organizational GED. Onboarding should provide greater depth through a series of events that show people how to be successful in their jobs and how their contribution fits into the bigger organizational picture.

For many junior or mid-level positions in a company, roles and responsibilities are well defined, and processes are documented. This should be covered in the earliest parts of onboarding.

More senior positions are often characterized by their ability to manage ambiguity and to define their own role. Perhaps it’s too much to ask, but is it possible for an executive to document what they do, keeping a journal or diary of their onboarding process? Here are two obvious benefits:
  • This is a way for them to ask themselves “why” questions that either get answered over time or shine a light on unneeded paradigms.
  • The next person to occupy that role and who can access the journal has an enormous head start on the learning curve. They may not choose to follow the exact same path, but they step in with knowledge of what did or didn’t succeed.
Who gets it? Who conducts it?
Among companies that offer onboarding programs, over 80% provide them for everybody. That is appropriate. Each new employee needs help making it from the middle of the pool to the side. The problem is that overtaxed HR departments adopt a “one size fits all” approach, often delivering it in a classroom setting. Two problems here… one size does not fit all and HR departments shouldn’t carry so much of the burden that good work gets short-changed.

The need for onboarding is not limited to people who have just joined your company. That is what an orientation is for. When your existing employees find themselves in a new role, what process do you provide them to help them succeed?

Proper onboarding requires an individualized approach, because what it takes for an IT manager to be successful is pretty different from the success criteria for a Sales Vice President. For onboarding to work well, a portfolio of stakeholders must participate. It cannot be the sole responsibility of an HR function. The new hire’s supervisor gets involved in helping to set expectations and to provide frequent feedback. Direct reports can participate in a new manager initiation program, where they voice what they want to know about the new boss and what they need from them. And colleagues can provide perspective of how collaboration will happen.

Most of onboarding can self-guided, but the new hire needs a road map. Even if you think a senior hire can figure things out on their own, you have to admit that it is not an efficient way to bring them up to speed.

Where to go with questions?
One of the critical parts to successful onboarding is providing the new employee with a mentor, somebody who either is a peer with relevant experience or who has senior ranking and can provide perspective on the culture, people and politics.

The value of a mentor is dramatic. Sun Microsystems found that employees with mentors had 72% higher retention rates (a side benefit is that the mentors’ retention rate was 69% higher than employees who were not part of the program.) So, if you are wondering why your investment in onboarding doesn’t seem to pay off, the lack of mentoring is a likely culprit.

The mentor might take the new hire out to lunch early in his tenure or facilitate their introduction to other people in the organization. Regularly scheduled meetings should be arranged, at least monthly. And the mentee should have an open invitation to reach out to the mentor when questions or concerns pop up. Relationships between mentor and mentee are open-ended. They don’t stop once the new employee is comfortable in their role. They potentially last for years.

Organizations with formalized programs that offer training for mentors, that establish objectives up front and that monitor when meetings occur are at the head of the class. Other companies just do match-making between mentor and mentee, and they leave the pair to their own devices. Informal mentoring can result in employee satisfactions scores on a par with formal programs, while outscoring satisfaction levels of employees with no mentors (Chao and Gardner, 1992). A large advantage of formal programs is the level of commitment that both parties bring to the relationship. It is harder to break an appointment if you are reporting on your meetings together.

Mentors are a critical part of learning the unwritten rules of the organization. This acculturation is at the heart of successful onboarding. There is enormous value gained by being coached on who can help, who won’t help and how to get things done.

A mentor’s institutional knowledge is important. But the traditional mentoring relationship often is quite personal. It succeeds when both parties can make themselves vulnerable. This vulnerability might be impractical for a senior mentee working with a peer or with their boss, the CEO. But there are alternative paths.

The new hire in a senior position might try reverse mentoring, where the mentor is somebody junior in the organization. The goal of this relationship can be for the new executive to learn about the culture, to learn about some specific aspects of the company or the market served that comes from a junior employee’s expertise. As with peers, there might be limits to the psycho-social relationship with reverse mentoring. But often the benefit goes beyond simply socialization into the company.

Finally, the new senior employee might avail themselves an external mentor. The mentor may have retired from the company and gives back by passing along their knowledge of the company to new leadership. More often, the mentor has no background with the company. Their experience in similar roles is valuable, and their distance from the company provides perspective and assurance of confidentiality. Using a portfolio of mentors, an internal reverse mentor coupled with an external mentor, can be the best of both worlds.

If retention is an issue, it’s likely that your onboarding sucks. Consider when you start onboarding new employees, how long the process goes on, how personalized it is and where the new employee can go for help. Easy fixes can have a major impact on your employees’ smooth integration.

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