Does anyone have any experience with a transition plan on directs becoming skips?  This may seem like a stupid question, but it is weighing heavily on my mind. Three of my directs will become skips in the next 3 weeks. I am confident the person I have brought in from the outside will be a great fit for the team and organization. I have worked with him in the past, talked with his current employer etc. I was very clear that my teams roll with the trinity, which when I explained he was on board. I provided him some links and podcasts to get acquainted with in the meantime.

  1. Do you have any recommendations?
  2. Should we do 2 on 1's until everyone is good, or pre-wire a hand off date and be done?
  3. Do I turn over my O3 notebooks for those under transition or keep it.
  4.  Has anyone had a bad experience in a transition and wish they would have done something differently? 
Smacquarrie's picture

Two on ones may be beneficial but I would not turnover your notes on previous meetings. If there are concerns, you can inform but leave them to see it so they can form an appropriate response. You sound like you have been clear on something's (trinity) and ague on others (here is a website I like). Be as clear as possible and coach them along but allow him to develop the relationships free of baggage.

Smacquarrie's picture


tsnarr's picture


I didn't see your link?

Smacquarrie's picture

Sorry Tsnarr, no link was intended. I was simply commenting on your statement above (I was very clear that my teams roll with the trinity). My point was, that as a new supervisor he needs to make his own assessment of the group rather than have your own ideologies forced upon him. You have given guidance on what you and the team are used to working with. Let this stand on its own. If your new manager tries to go forward with the MT solution but stumbles, you can swoop in with the feedback model to help him get back on track. The flip side of this is that he may have another process he likes and wants to try before getting bogged down with something he is unfamiliar with. Mac