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Transition Coaching
Supporting Executives through the Eye of the Storm
Whether onboarding (external hires) or in-boarding (internal promotions), ensuring executives deliver in their first 18 months is crucial with the rapid occurrence of transitions amidst industry changes. In comes transition coaching, an essential continuation of the placement process.
Date
September 1, 2023
Topic
Transition Coaching

Transitioning into new roles, whether through promotion or external selection, can be the some of the most challenging times in an executive’s professional life. These crucible moments stretch executives as they confront steep learning curves, deliver early results, and adapt to new cultures. All whilst simultaneously grappling with profound reorientation and embracing a roller-coaster of emotions.  

The alarming statistics on executive transition failures reflect this. The Corporate Executive Board (now part of Gartner) in 2020 found that between 50% and 70% of newly appointed executives fail to deliver within 18 months. In addition, Development Dimensions International (DDI) Leadership Transition Report in 2021 revealed that only 53% of externally hired and 65% of internally promoted executives succeed in their new roles.  

Executives today navigate more transitions than ever before in their professional lifetimes amidst dynamic industry changes. Transitions are now the norm. And yet few organisations support these executives to lead the business during their transition whilst managing their personal transitions. Instead, leaders responsible for overseeing executive onboarding are fixated on making logistical arrangements ensuring they have a computer, workspace or mobile phone. At best they think of onboarding as orientation exercise to provide key information and knowledge related to values and expectations.  

Transition coaching is focused on helping executives successfully transition into new roles and possibly new companies. Whether onboarding (external hires) or in-boarding (internal promotions) this specific type of coaching is designed to accelerate and optimize a new placements transition in a way that ensures career success and provides a return on investment.

Derailing in Transition

An exciting new job or a long-sought promotion are times of exhilarating optimism and excitement. Leaders engage with vibrancy, challenging enthusiasm and radiating confidence in their abilities. However, sometimes the initial excitement collides with the harsh realities of the new role. The common unanticipated obstacles are in a number of areas:

  • Adhering to familiar knowledge – Achieving success involves moving beyond past routines, amplifying new competencies, and embracing fresh skills instead of defaulting to familiar pattens.
  • Compulsion to take action – Experiencing the pressure to take excessive action, being overly occupied, whilst neglecting learning.  
  • Overly optimistic or impractical expectations – Failing to define the new mandate or set clear and attainable objectives.
  • Attempting to handle too much – Scattering effort in all directions, initiating multiple projects and creating confusion. Neglecting to concentrate essential resources and time on key initiatives.  
  • Arriving with definitive solutions – Approaching situations with preconceived notions or hastily drawing conclusions. Missing chances to garner support for effective solutions.
  • Engaging in misguided learning – Investing too much time in understanding the technical aspects of the business while neglecting the adaptive, cultural and political dimensions of the role.  
  • Overlooking lateral relationships – Focusing on vertical relationships and insufficient time with peers, thus overlooking opportunities to construct a supportive network.

Rationale for Transition Coaching

Similar to mountaineers who ascend rapidly to very high altitudes, spurred by their overconfidence and underestimation of the mountain, only to suffer acute mountain sickness, executives often underestimate the gravity of the transition task ahead. As roles become exponentially more complex and executives more confident in their ability to navigate new roles, the stakes for effective transitions are higher. Lacking the full awareness of the exponential shift in role, organisation context and personal transition, their underestimation leads to confusion, lack of performance and potentially “organ rejection” – the immune response of a new team that jeopardises the executive’s success.  

A transition coach can offer an executive valuable counsel in these crucial times, and provides support in a number of critical areas:

  • Developing a roadmap or plan to help the executive navigate through the challenges of their transition.
  • Act as a sounding board to assist the executive in diagnosing the new situation, assessing his or her skills, and coming to terms with the change.
  • Leadership transitions take place in distinct waves, and a coach can guide the executive through these transitions, leveraging their strengths and helping them articulate the new attitudes and behaviours needed.
  • Working within the context of the situation at hand, the coach can help the executive focus on how to provide the particular kind of leadership the organisation demands.
  • Ultimately, to get the executive as rapidly as possible to “break-even point” – the point at which they have contributed as much value to the organisation as they have consumed though the recruitment and onboarding phase.

Outer Change and Inner Transition

Executive transitions are multifaceted as they involve navigating external change whilst leading internal transitions. External change, as the executive in a new role is charged with managing the business at a more strategic and complex level, and internal transition as they undergo psychological reorientation that demands introspection, self-awareness and adaptation. Transition is the state that role change puts the executives into, and in external onboarding or internal in-boarding, this is intensified as executives grapple with balancing learning with delivering results, managing expectations, adapting their leadership and often dealing with personal vulnerabilities and dysfunctional behaviour as they deal with change.  

A useful framework, the William Bridges Model (Bridges, 1991), sheds light on the distinction between change and transition, and the fact that transition goes on long after change has happened as the process of transitioning requires people to let go of old ways, navigate uncertainty, and adapt to new norms. The framework explains that transitions unfold in three distinct stages:

  • Endings involves letting go of the familiar and the way they themselves used to be.
  • Neutral Zone signifies the period of uncertainty, confusion, and adjustment.
  • New Beginnings marks the integration of change into the new normal.

Following this process, transition coaches offer executives a nuanced approach to organisational change and personal transition. At one level, guiding them through acknowledging and navigating emotional aspects of transition, and at another level, providing a roadmap for adapting into the role and delivering outcomes.

Letting Go & Role Change

In the first phase of the transition the focus is on helping the executive with the emotional and psychological aspects of their role change. Acknowledging and addressing endings in their current role is crucial for executives, as it allows them to reflect what they value and what they are leaving behind.  

As executives navigate the complexities of letting go, a transition coach plays a crucial role in guiding the executive through:

  • Acknowledging and understanding aspects of their current role that are coming to an end, whether relationships, responsibilities, or familiar routines. This may involve letting go of ways of engaging or accomplishing tasks that made them successful in the past which can often trigger a sense of loss of identity.
  • Using targeted exercises, to help the executive gain clarity of their problem preferences, i.e. the kinds of problems toward which the executive naturally gravitates, and implications for this as they embark on a new role.
  • Facilitating feedback on leadership assessments that identify strengths overused. The transition coach can help the executive understand qualities that made them successful so far that can potentially prove to be weaknesses in their new role. By using assessments like the Hogan Development Survey, the coach can help identify behaviours that could derail relationships in the new role.
  • Supporting the executive at pre-boarding and in the early few weeks as they face a steep learning curve, which can evoke long buried and unnerving feelings of incompetence and vulnerability.

From a role change perspective, a transition coach can be instrumental in assisting an executive taking on the new role by enhancing preparedness and adaptability, through a systematic and comprehensive plan that can include:

  • Understanding of expectations, responsibilities and dynamics associated with the position. Through this process the executive also gains clarity on how to proactively engage with their new boss to shape expectations and improve chances of success.
  • Understanding the reputation the executive brings with them as well as what role they are expected to play.
  • Key relationships to be cultivated and how to build personal credibility from the onset.
  • How to accelerate learning, including pre-boarding diagnostic work, that can help the executive assess the organisational context, culture, and structure, and how to align their strategies with the broader goals of the company.
  • Creating momentum by mapping target accomplishments for the executive’s first 90-days, including low-hanging fruit that provide the executive to make quick improvements in organisational performance.

Embracing Uncertainty

For executives transitioning into new roles, the “Neutral Zone” occurs when the initial excitement and enthusiasm wears off and reality sets in. They may experience a sense of ambiguity and discomfort as they adapt to the new environment, adjust to different expectations and let go of familiar practices that are no longer providing value. It is an in-between state marked by uncertainty and confusion.The natural response is to either rush ahead with self-imposed pressure to make rapid and visible changes to strategies and structure, or to back-pedal and retreat, falling into a resistance to change trap.

To help an executive to successfully transition in this phase, a transition coach helps the executive understand how spending time in the “eye of the storm” can provide time and space for real transformation to take place, as well as a source of creativity and energy. The coach can support by:

  • Helping the executive balance between being (observing and reflecting) and doing (making things happen).
  • Facilitating a reflective process to help the executive identify difficulties that are a result of deeper personal vulnerabilities that may be preventing them from moving forward.
  • Identifying dysfunctional behaviours that exacerbate rigidity or defensiveness, isolating from key stakeholders or even avoidance of dealing with tough decisions.

At a role level, a transition coach can guide the executive as they “shift into neutral” to assess the current situations, resources and progress, before they continue forward. This can include:

  • Providing support for the executive to counter-balance the action imperative with learning to gain actionable insights. This includes diagnostic one-to-one meetings with direct reports as well as facilitating assimilation sessions.
  • Guiding the executive on how they adapt their leadership to key challenges and opportunities to develop the right strategies to lead change.
  • Helping the executive define priorities, identify early-win projects, and create supporting alliances.

Moving Forward

As the executives moves into the “New Beginning” phase, they integrate their personal transition and new role, to begin behaving in new ways.  They acknowledge and accept losses associated with change and begin to embrace a new reality. But it can also be a disconcerting time as they deal with emotional and psychological challenges associated with change. This includes managing emotional reactions to and from their teams, negotiating expectations with their boss, aligning strategic direction, and influence networks.

A transition coach helps in this crucial phase by facilitating the integration of learning from the core challenges the leader has faced. This can include:

  • Helping the leader to articulate the new attitudes and behaviours he or she needs to sustain the change work they have started.
  • Developing personal disciplines including planning, “going to the balcony” and self-check-ins.
  • Building support systems both at a personal and family level, as well as a network of trusted advisors.

In the “NewBeginning” phase the executive has the opportunity to drive longer-term change in strategy, structures, systems and skills of the team. Transition coaching can offer guidance and establish as clear framework including:

  • Supporting the executive to identify and fix misalignment of strategy, structure, and systems.
  • Assessing the existing team, devising a plan for change and ways of motivating them.
  • Helping the executive build abase of internal and external support connections and develop distinct influencing strategies.

A New Model for Transition Coaching

Hiring or promoting executives into new roles is an intricate, complex and personalised process. Tailoring transition coaching based on a thorough assessment of both the organisation and the new executive ensures the most effective transition.

However, the paradox of transition coaching is that executives in transition are often too busy to plan and deliberately manage their transition. To be effective, transition coaching must therefore provide a structured, proactive session at different stages of the process to engage in refining the 90 to 120-day plan. Because new job transitions evolve through a series of predictable phases, transition coaching can deliver value in manageable blocks at the right moments. As the executive gains increasing clarity about their situation, the Transition Coach works within this context, helping the leader to focus on delivering new skills and behaviours geared to the needs of the unique time and circumstances of the transition.

Career Connections has developed the Accelerate Transition Coaching solution by leveraging our experience in executive search and coaching. Transition coaching is an essential continuation of the placement process, and the Accelerate Transition Coaching solution offers a comprehensive, intense, highly personalised support over the first90-120 days including engaging executives in self-assessment, in-depth assessment feedback, identification of key transition risks, supporting diagnostic planning, goal setting and gathering feedback during transition. To find out more contact: amar@careerconnectionsltd.com