Leadership Caffeine: How to Survive a Sudden Promotion Into Leadership

A Cup of Leadership CaffeineOne of the oddities of organizational life is the fairly frequent and sudden promotion of individuals from competent individual contributor to someone responsible for the work of others…supervisor or manager, without any visible sign of mentoring or support for the newly in-charge individual. Congratulations…go get ‘em Tiger.”

Without support, a likely outcome includes a loss of a great individual contributor and the fallout that comes from the introduction of a crappy (inexperienced) manager into a team environment. This problem is epidemic on sales and technical teams, however, no area of the business is immune.

In case you find yourself on the receiving end of one of these “Welcome to Management” roles where your boss and her boss are nowhere to be found and your team is deciding between supporting you or leaving your for road-kill, consider the following ideas.

6 Ideas to Help You Survive a Sudden Promotion into Your First Leadership Role:

1. Understand and Accept Your New Situation. Realistically, no one was hoping to be reporting to you. While you may have technical credibility, you don’t have management credibility and the fact that you are now a decision-maker for work allocation and  hire, promote, fire scenarios just pisses some people off. Oh, and lunch will never be the same. You’re the boss now…not one of the gang. Get over all of the above and get on with your new reality. You need to earn credibility by doing your job fairly and openly.

2. Work Hard to Become Sympatico with Your Boss’s Goals. Whether she is there to help coach or guide you through some of the rough spots of dealing with others, you have to understand what she is on the hook for…and by default what you and your team are accountable for. Push politely to understand your priorities and importantly, how you will be evaluated. Last and not least, share and reinforce these goals and metrics with your team early and often.

3. Don’t Be Afraid to Ask for Developmental Support. Explore options for formal training with your boss and the HR department. While training doesn’t make the leader, it can only help anyone thrust into the world of needing to conduct performance discussions, run productive meetings and deal with group and individual issues. If you get some help here, make certain to be the world’s greatest participant. If you don’t have access to formal resources, recognize that you are immersed in a very challenging self-study course. The good news is that there are an incredible number of great resources available to help via blogs, podcasts and books…you just have to go find them.

4. Ask Your Team. Your team knows more about working together than you might give them credit for. They’ll resent you if you start telling them what to do. Resist your urge to tell, and instead, focus on asking for ideas and input. Then focus on letting people and groups run with their ideas. Put time and effort into knocking down obstacles and watch your credibility grow in real time!

5. Create Risk-Free Opportunities for the Boss to Coach. Most managers have less than a clear idea how to support their first-time leaders. Just because his proactive coaching skills are lacking, you can deftly turn the tables by asking the right questions. Approach the boss with scenarios and ideas and appeal to wisdom and experience in handling similar situations. Almost everyone appreciates an appeal to ego. Fair warning, avoid the following words: “What should I do?”  Those 4 words formed in a question are universally annoying to bosses. They want to hear your ideas.

6. Resist the Urge to Be a Lone Wolf. While the boss might not be engaged daily, she’s watching and judging. Give her ample opportunities to see what you and your team members are doing. You need to be an aggressive but not obnoxious self and team-promoter. Your boss and your team members will appreciate you for it as long as it’s handled properly.

The Bottom-Line for Now:

If you’re suddenly thrust into the turbulent seas of being responsible for the work of others without a visible lifeboat, recognize that it’s up to you to sink or swim. Too many first-timers flail and fail in this circumstance. Take a deep breath of humility and carefully and deliberately focus on helping those above and below.

More Professional Development Reads from Art Petty:

Don’t miss the next Leadership Caffeine-Newsletter! Register herebook cover: shows title Leadership Caffeine-Ideas to Energize Your Professional Development by Art Petty. Includes image of a coffee cup.

For more ideas on professional development-one sound bite at a time, check out Art’s latest book: Leadership Caffeine-Ideas to Energize Your Professional Development

Download a free excerpt of Leadership Caffeine (the book) at Art’s facebook page.

New to leading or responsible for first time leader’s on your team? Subscribe to Art’s New Leader’s e-News.

An ideal book for anyone starting out in leadership: Practical Lessons in Leadership by Art Petty and Rich Petro.

Need help with Feedback? Art’s new online program: Learning to Master Feedback

 Note: for volume orders of one or both books, drop Art a note for pricing information.

 

 

New Leader Tuesday-Beware Under or Over Managing

New Leader Tuesday at Management Excellence

New Leader Tuesday focuses specifically on the topics that all of us face as we take on this most difficult of all business challenges…leading others. In addition to this regular blog feature, I’m launching the New Leader e-newsletter.  If you are a new leader or, if you are responsible for new leader development on your team, the content is designed to help support your efforts.


The first year of your first job responsible for others (supervisor, lead, manager) is the early-awkward phase. Your technical or functional expertise and someone’s perception of your potential for leadership got you here. Your as of yet undeveloped or at least under-developed communication and coordination skills are what will carry you forward.

Making the transition to leadership is like suddenly shifting your dominant side from right handed to left handed for all of your major activities. Doable with practice, but darned awkward along the way. You’ll make mistakes…that’s expected. The goal here is to minimize the serious mistakes while accelerating your learning and acclimation.  

A common challenge for early leaders is to gauge how much to manage. Too much and you are micro-managing or even worse, doing your old job through others. The outcome is resentment and frustration over you as a leader, and an unhealthy working environment. No one does their best work for a micro-manager.

The other side of this early leader trap is under-managing. Sensitive to how much you and everyone else hate being micro-managed, and sensitive to not wanting to upset the group dynamics, your brain tells you to step back and let things go. Your brain is wrong. You falsely believe that your hands-off style will be appreciated and admired. Quit thinking about that “Boss of the Year” coffee cup…it’s not coming your way anytime soon with this style.

5 Suggestions for Getting the Management Volume “Just Right”

1. Attitude is Everything. Approach your new role with the Zen form of “Beginner’s Mind,” which embraces an attitude of openness, eagerness, and lack of preconceptions.  Your enthusiasm, optimism and desire to support others is a great foundation for building a healthy working culture. And let’s face it, you might be a technical expert, but you are definitely not a management expert. Instead of masking your journey of discovery, embrace it…everyone knows that you are new to this role.

2. Answer the “Why?” Your team members need clear context for their work and everyone needs to understand what’s expected of them. I beat this drum a great deal. People (you included) do their best work when they have context for its connection to a bigger picture. For help on this, see my post: Gaining Critical Context for Your Team’s Mission.

3. Learn and repeat often: “How can I help?” As people grow comfortable with you, they’ll have no trouble sharing where the obstacles and barriers are. Help knock those down and you’ll be doing your job.

4. Emphasize Teaching, Not Telling. Your gut will be saying, “tell.” Your gut is wrong. Telling gets the task done, teaching creates sustainable improvement in team and individual performance.

5. Step-In As Needed, but Step Carefully. Things will go wrong and you will have to step in and pitch in…and yes, direct. When you get involved, don’t condescend or accuse. If someone dropped the ball, deal with it in private after the crisis has passed. Never waste a good crisis or problem…they are outstanding opportunities to teach and as a result, strengthen your leadership credibility.

Moving Forward:

When you signed on for the role of leader, everything about how your success will be measured, changed.  Your job is to get the team to the destination, and that doesn’t always involve leading from the front. Learn to modulate your management intensity to the situation. Too much or too little will poison the environment. It’s critical to get it just right. Not easy, but critical.

Don’t miss the next Leadership Caffeine-Newsletter! Register here.

For more ideas on professional development-one sound bite at a time, check our Art’s latest collection: Leadership Caffeine-Ideas to Energize Your Professional Development

Download a free excerpt of Leadership Caffeine (the book) at Art’s facebook page.

New to leading or responsible for first time leader’s on your team? Subscribe to Art’ New Leader’s e-News.

To talk about a workshop or speaking need, contact Art at via e-mail at art.petty@artpetty.com

New Leader? Six Suggestions for Closing Your Context Gap

crossroadsNote from Art: Don’t miss out on the combined Management Excellence/Building Better Leaders e-newsletter. Sign up and join our database before midnight, Wednesday, December 16, 2009 and you might just win a copy of my book (with Rich Petro), Practical Lessons in Leadership-A Guidebook for Aspiring and Experienced Leaders.

New leaders…either those that are first-time leaders or those that find themselves responsible for leading a new team, deal with extremely high degrees of ambiguity at start-up. They lack context for the people, the team culture, the issues, group and individual dynamics and so many important variables in the environment, that they find themselves acting on instinct or avoiding acting because of this knowledge gap.

One of the critical challenges for the new leader is quickly closing this context gap to gain a solid footing for decision-making, agenda creation and ultimately to begin driving improvements and better alignment around the organization’s key objectives.

While experienced leaders understand that information is never perfect, they also understand the importance of asking the right questions, listening carefully and observing to quickly assess the culture, people-dynamics and key issues.

Six Suggestions for Closing the Context Gap:

  • Meet one on one with everyone that works for you soon after gaining responsibility for a new team. Use the three critical questions: What’s working? What’s not? and What do you need from me to help you better execute your job?
  • During the one-on-one sessions, resist the temptation to preach about your own agenda.  The reality is that you want help and input in defining the new agenda.
  • Share the findings from What’s Working/Not Working? with your team members in a group setting. Ask the group to to interpret the answers/lists and define actions and needed improvements.
  • Get outside of your own group and meet with your counterparts in other functional areas.  Ask the same three questions, with a twist on #3 to learn what your team can do better to support internal customers.
  • Meet with customer facing colleagues or customers to gain insight into what his happening in the market with customer, partners and competitors.  Communicate this information to your team.
  • Encourage your manager to clarify key corporate strategies and goals and to define how your team is accountable to helping achieve those goals.

The Bottom-Line:

Spend quality time asking questions and listening inside and outside of your team.  Share insights and involve your team in interpreting the insights and translating them into priorities and actions.

Your ability to learn to ask the right questions, listen carefully and to communicate your findings to your team members will help you close your start-up context gap.  Follow this approach and your credibility as a new leader will grow quickly as your team appreciates your efforts to involve and educate them from the start.


A Fresh Voice on a Popular Topic: “Things I Wish I Knew When I Became a Leader”

Note from Art: My recent post, “Things I Wish Someone Would Have Told Me When I Became a Leader,” seemed to strike a familiar chord for many.  I’m thrilled that it struck a chord for someone that I’ve invited to guest post for quite awhile and until now, couldn’t quite convince to put pen to paper.  A good colleague and friend, Joe Zurawski, joins us today with his thoughts on early leadership missteps and lessons learned the hard way.

I’ve known Joe for a dozen years over several organizations now, and he’s come a million miles from the first-time leader described in this post.  Joe is a first-rate leader and mentor as well as an outstanding technology and business strategist with a great marketing mind.  He’s the complete package.  I’m hoping we can pry some more outstanding content out of Joe now that he’s come clean and shared his early leadership missteps and lessons learned.  Joe’s contact and bio info are at the end of the post.

What I wish I would have known when I took my first leadership position-Joe Zurawski

“STOP ACTING LIKE A CONSULTANT AND START LEADING!”

That’s what “Bob” shouted at me at an after work social function after a few beverages. I was stunned; I thought I had been doing a great job being a leader for our newly formed business unit. What was he talking about? Uh, I think there is something somebody should have told me about how to lead when I took this position….

The instance above was shortly after I met Art and we had many conversations on what I needed to do to grow into my leadership position (Art was in a different group at time and became my leadership mentor).

Here’s the situation: After earning my MBA, I joined a large management consulting firm during the heyday of process reengineering in the mid-90’s. The one skill everyone learned was team/group facilitation.

I became very experienced at leading a group through a change process: you served things up in a certain order, let the group digest the concepts and help them see the changes they need to make. The idea was they would take more ownership of the solution because they were the ones that eventually came up with it. Hey, there’s nothing to managing and leading!

After leaving consulting and joining an electronics hardware manufacturing company, a new President formed business units for the first time and I was offered the leadership position for the OEM unit. I was the acting general manager and responsible for leading this team, with direct responsibility for marketing and product management, and indirect responsibility for engineering, finance, quality, and manufacturing.

As a team, we needed to form a strategy, set-up our P&L’s, and create an operating cadence with quarterly reports to the President and senior staff. “Should be just like running an engagement”, I thought, “just lay it out there and they’ll run with it.”

And that’s exactly where the problems started: I acted like a facilitator. My “leadership” style was to ask a lot of questions of the group and assume they would develop the answers. Except they didn’t.

The team had no idea what I was doing or attempting to do. We didn’t make progress and our team meetings were starting to get contentious. Uh, this never happened before and I don’t know what to do!

Bob’s “start leading” comment, and his follow on “tell us where we need to go and what we need to do” really hit home. After sharing the experience with Art and with the company President, they helped me come around to what leadership really means.

Here are the things I wish I would have known in that first leadership role:

  • Leadership means leading. It seems obvious, but it wasn’t at the time. The team wanted someone to tell them where we needed to go and how we were going to get there, not someone to serve up abstract questions to provoke “deep thoughts”. Set a clear path, layout clear tasks, and constantly tie it to the end goal.
  • Don’t expect that everyone on your team speaks your language. I was using words and talking about things in a context completely foreign to what they had previously experienced. I was talking “consultant speak.” I had to learn to bridge the gap and approach things from their perspective.
  • You are not “one of the guys” any more. I wanted to be liked and didn’t want to come in and be some outside tough guy that doesn’t listen. I wanted us to be a harmonious team that had fun together. The reality is I was now “management” and was treated as such. You don’t have to be mean or evil to lead, but don’t expect to have several new best friends either.
  • It’s OK to seek help when things go awry. While I have as much pride as anyone, I knew things were going poorly and I really didn’t see where to go. Having a supportive, but not intrusive, President, and an outside-the-company mentor like Art, were both very helpful to vent, gain perspective on what the team was seeing in me, and what I needed to do differently.

The final point:

Learning to lead with no up-front guidance was difficult for me. While we eventually came around and had solid results, it was a longer and more difficult path than was necessary.

If you are headed for a leadership role, do yourself a favor and do some homework (like reading Art’s book), adjust your style and monitor how people are reacting to you.  And don’t forget to ask for feedback from your boss, from your team members and from peers.  Last and not least, it is a great help to have a mentor/friend lined up to keep you on track.

About Joe Zurawski: Joe is a strategy and innovation executive  with a career that has spanned strategy development and execution, whole lifecycle product innovation and management, demand generation marketing, and global alliances.  He has worked in electronics companies (including Motorola), software (Firstlogic/Business Objects, SPSS), and spent several years in management consulting at Ernst & Young. You can reach Joe at jzurawsk@chicagobooth.edu.