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10 Tactics of Transition

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Tips on how an employee and employer can create a smooth transition.

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Page 1: 10 Tactics of Transition
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Leaving/Endings

Neutral Zone

New Beginnings/Start-Up

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Things “stop” and that is external.

When we say “end,” we mean something internal –the way that things have been experienced, related to, counted on is over.

A piece of one’s life is gone. That is why endings have so much impact.

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Comfort Zone

What to Expect

Physical Relocation

Predictability

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The nowhere between two somewheres

“Tohu vevohu” no

man’s land, quicksand,

the dessert, neither

here nor there

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The in-between states where the old way

of doing things, the old identity, or the

old life is gone, but the new one hasn’t

yet become operational or effective.

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It is a chaotic time and one when

people are tempted to go back to the

past or to bail out completely.

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The emotional renewal of commitment

to and identification with an

organization.

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The beginning really involves a new

identity, a new sense of purpose, and a

new sense of meaning.

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1. Multiple transitions

are going on – You, your family, your

organization.

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2. There is an overlap of emotions.

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Plan self care for the leader

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Look after the leader’s family

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Stress – how does a committee run

interference for the leader?

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Hard to overcome

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Be intentional – what do you want

people to remember

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Mindfully select first success

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Supply Leader with

lists

Key leaders – visible

Key leaders – hidden

Key leaders-supply

bio

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Supply Leader with

lists

Birthdays

Illness, Anniversaries, Special Events

20 people to take

out to lunch

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Of people

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Of accomplishments

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Of challenges

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Do Wall of Wonder exercise

Vietnam

War

1996 Daniel’s

Bar Mitsvah

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Run interference for the leader

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Stress continuity

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Affirm history

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Make list of changes they want

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Number one issue is changing a custom

without consultation

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Communication Issues

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Expectations exercise

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Information

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Do not avoid but see as information

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Not resolve but manage

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Protect Leader

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Allow for reactivity by the leader

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Not just one predecessor

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Minutes of meetings – especially Board

Meetings

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Bulletins and Publications

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List of customs

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Places with representatives from

institution

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People with representatives from the

institution

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Showcase talent of new leader

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Pareto Principle

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20% of your activity should produce 80%

of your product

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