transition – Dutra Associates

An Often-Forgotten Key to Team Success: Managing Transitions On and Off the Team

October 7, 2020 By Sherry Dutra Leave a Comment

An abundance of research, models, and resources exists to support teams in maximizing their effectiveness in delivering high performance and value to the team’s key stakeholders. Yet, one area that doesn’t tend to get enough attention is the criticality of managing the process of team members transitioning on and off the team.

We often tend to think this is a fairly simple process. Yet, how does the new team member fill the role of the person who has just moved on? If the team is expanding and someone is coming into a new role, how do they fit in? How do we capture the knowledge that is leaving with the team member who is transitioning out? The dynamics of the team are impacted every time there’s a change. So, beyond welcoming the new team member and saying a fond farewell to the one who is moving on, what can leaders do to pave the way for creating a smooth transition?

Here are a few key considerations when bringing on a new team member:

What excites them about coming on board?
What resources or support do they need from you or other members of the team to help them get up to speed?
What plans are in place to train them?
What level of oversight do you need to provide to ensure they have a smooth transition (without micromanaging)?
How will you welcome them to the team and ensure they meet everyone?
What will you put in place to help the other team members accept and welcome the new member?
How can you create an environment where the differing perspectives and experiences of the new team member are listened to and considered?

Here are a few key considerations when a team member is transitioning off the team:

How will this person’s work be transitioned to their replacement in a seamless way?
What is your process for capturing the team member’s knowledge before they move to a new group or leave the company?
How much time have you built into the process for them to train others?
How do you thank them for their contribution before they move on?
How do you ensure that confidential or proprietary information doesn’t walk out the door with the departing team member?

Transitions on and off a team are an important factor in team performance and results and, too often, proper preparation for such transitions doesn’t occur. Whether you are leading a long-standing team or shorter-term project teams, take the time to consider exploring these questions with your team the next time a transition on or off occurs. The time you invest now will pay off through shorter ramp-up time, more effective collaboration, and higher productivity.

What has worked for you in managing transitions successfully? Please feel free to share your ideas.

About the Author: Sherry Dutra is a Talent Development, Career and Retirement Coach and Facilitator who works with corporate leaders in small to mid-size businesses, across the span of their careers. She helps them to accelerate business outcomes and team performance, navigate their own career path, and transition to retirement with ease using proven methodologies and strategies that get results. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Navigating the Emotional Roller Coaster of Change Transitions

April 16, 2020 By Sherry Dutra Leave a Comment

“Who are you?” said the Caterpillar…
“I – I hardly know, Sir, just at present,” Alice replied rather shyly, “at least I know who I was when I got up this morning, but I think I must have changed several times since then.”

Lewis Carroll
Alice’s Adventures in Wonderland¹

What have you felt since COVID-19 impacted nearly every corner of our world and every aspect of our lives? Have there been days when you’ve felt a bit like Alice – changing multiple times throughout the day? I know I have.

Over the last couple of months, we have experienced change unlike any other we’ve been exposed to in our lifetime. To successfully navigate through this time as a leader, you must take a step back to recognize and acknowledge the full impact of the changes raining down upon us. Then, choose how you wish to respond and manage the impact on you as well as on your team. In other words, logic and action alone aren’t enough to save the day. We must pay attention to the emotional roller coaster that accompanies all change, particularly the drastic changes we are currently facing.

Bridges’ Transition Model

Many researchers have explored and written about change and its’ effect on people. What they have all discovered are patterns in how we react and respond to change that are quite consistent across the human experience. The model that I have used most extensively with leaders is William Bridges’ 3 Stage Transition Model consisting of Endings – Neutral Zone – New Beginnings.

Change vs Transition

Before we look at each of the stages, let’s make a distinction between change and transition. What tends to create the challenge for us isn’t the change itself but the process of adjusting to it and moving from the old reality to the new. You see, change is external, situational, and often out of our control. In this case, the COVID-19 pandemic is the external change. The internal emotional and psychological process we go through to come to terms with the change is the transition. Consequently, we must turn our attention to the transition process. It is within this process that we will find what we can control – our response.

Endings

In Bridge’s model the first phase is Endings. This phase begins with the external event and our realization that the change is really happening. So, think back to when you first learned about COVID-19. Then, consider what occurred when it first hit your country. Then, your local area. Then, perhaps you or someone you know. At what point did you realize that we truly had a pandemic on our hands? When did you find yourself moving from the known to the unknown? This is when your Endings phase began. You likely experienced any number of emotions including denial, anger, fear, anxiety, grief, frustration or depression. Cycling between these emotions is common as well (e.g. anger one moment, fear the next). You may still be experiencing them.

Keep in mind that your colleagues and team members were and are experiencing their own emotions. What can you do to support those around you during this stage and help them to let go of the way things were?

Acknowledge and validate the emotions that others are experiencing
Articulate what is actually coming to an end. Determine what might be lost as a result of the change and what might stay the same
Communicate, communicate, communicate

Neutral Zone

The Neutral Zone represents the phase of transition where we have started to let go of the old way of being but haven’t yet found our footing in a new reality. Typical emotions that arise during this phase include uncertainty, confusion, overwhelm or frustration. While there is a lack of a solid foundation in this phase, we do begin to experiment with new possibilities. Using our COVID-19 example again, you might find yourself feeling a bit numb, overtired, struggling to get used to working from home, or overwhelmed by suddenly becoming your children’s teacher. Yet, you’re also beginning to realize that what you are feeling is natural – that you are not alone. As you move through this phase, you gain perspective and more effectively cope with uncertainty which allows you to begin to see possibilities for taking positive action.

Everyone moves through this phase at a different pace. Don’t try to rush it. As a leader, you can support others by:

Continuing to listen and communicate
Trying new things
Encouraging the progress that people are making
Giving yourself and others time to process

Beginnings

The final stage of the model is New Beginnings. This phase is marked by acceptance of the change and a renewed sense of energy that propels action. When we have successfully moved into the New Beginning, we have embraced the new reality and started to experience solid ground again. In our example, our teams will have adjusted to a new way of working, established a new structure to their day, and found a new rhythm. Creative ways of contributing to the team begin to emerge along with new ways of doing business. During this phase, emotions shift in a more positive direction. You might be feeling excitement, optimism, and a greater sense of motivation.

What can you do to support people in this stage?

Set an intention for how you choose to move forward
Encourage others to continue taking small steps each day
Stay focused on solutions versus problems
Proactively offer and ask for support from others

Conclusion

Viewing transition in terms of William Bridges’ three stages helps you understand that the needs, challenges and opportunities presented by change can be managed as a progression of responses. Your ability to understand this and apply it to yourself as well as to help your team transition during change will go a long way to making any type of change you deal with less daunting.

Where are you in the process of change? Where is your team? What might you do today to accept where you and others are in the process and to navigate your way successfully through the massive change we are experiencing?

Lewis Carroll, Alice’s Adventures in Wonderland. New York: Signet Books, 1960, 47.

Reference:
Bridges, William. Transitions: Making Sense of Life’s Changes, 2^nd Edition. Boston, MA: Da Capo Press, 2004.

Who Am I If I’m Not an Executive? – Preparing for the Transition Called Retirement

October 1, 2019 By Sherry Dutra Leave a Comment

Recently, I’ve been hearing a variety of stories regarding business owners and corporate executives who’ve been ready to sell their business or step down from their leadership role and retire, only to back out or panic at the last minute. The common theme among these stories is the concern they were experiencing about what their days would look like after they made the transition to retirement. Without preparation, it can feel like going from 120 miles per hour to zero in an instant.

Retirement, or what I prefer to call ReIgnitement™, requires planning. And, while many have focused attention on financial planning for retirement, few have considered the non-financial aspects of this life transition. Even in companies with strong succession planning processes, the vast majority do not focus any attention on preparing the executive for the next stage of their life. Transitions of any type can create stress in your life, even if the change is something that you have been looking forward to. When that transition arrives, you can react to the changes that arise such as loss of identity, work relationships, and/or purpose. Or, by taking a planful approach, you can prepare yourself to respond effectively to the transition and ease the way.

This month, I’d like to share a simple tool to help you gauge your readiness for this transition. If you’re roughly 2 – 5 years from retirement, or know someone who is, please use this tool or share it with another to get a quick read on your readiness. If you’re already retired, you can use this tool to pinpoint those areas that might need some attention.

Click on the link for the Retirement Readiness Wheel. The 8 sections you’ll address take into consideration a holistic view of retirement. These sections include the following:

Clarity of Identity, Purpose
Health
Leisure/Travel
Home/Residence, Location
Marriage/Significant Other
Work/Business, Volunteering
Financial Resources
Optimism About Aging

As you review and rate each section, take a moment to determine what that section means to you. Then, to determine your readiness, circle your level of satisfaction with your preparedness for each of the 8 sections on a scale of 1 – 7 (1 = least satisfied, 7 – most satisfied). For example, for Home/Residence, Location – ask yourself “how satisfied am I with my preparedness on where I’m going to live?” Or, for Marriage/Significant Other, consider how prepared your relationship is for the transition. Go with the first response that comes to mind as you review each part of the wheel. That tends to be the one that is most indicative of the way you truly feel.

Once you’ve rated each section, draw a line connecting each of the numbers around the circle. What kind of wheel do you have? How smooth and balanced does it feel? How bumpy might a ride on that wheel be?

If you discover that one or more areas of your ReIgnitement™ could use some tweaking and you’re not sure where to begin, a coach can help. I invite you to explore my profile as well as those of my colleagues on the Retirement Coaches Association website to find a coach who is right for you. We help our clients think about and prepare for retirement like never before. Take the time to plan so that you can hit the ground running when you step into the next phase of your life and career.

About the Author: Sherry Dutra is a Talent Development, Career and Retirement Coach and Facilitator who works with corporate leaders in small to mid-size businesses, across the span of their careers. She helps them to accelerate business growth and team performance, navigate their own career path, and transition to retirement with ease using proven methodologies and strategies that get results. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Time for a Career Change? 5 Sure Signs

August 20, 2018 By Sherry Dutra Leave a Comment

Jan’s Story

Jan* was facing a dilemma. She had just turned 40 and had been with her current organization for over five years and was feeling discontented, frustrated, and stressed. At the request of her Vice President, Jan had laterally transferred about a year earlier to take on the challenge of a newly created management role. Though the function she would be managing was not her first choice of next steps, Jan felt that the opportunity would add positively to her resume and she accepted the position. After much hard work, late hours, and tight deadlines, the first major initiative in this role was successfully completed. Awesome, right? Well, though pleased with the results, Jan recognized that she didn’t enjoy the work, dreaded the end of the weekend, and was feeling constant stress.

The company was in the process of several acquisitions. As each one came on board, Jan needed to roll out the same initiative to each acquired company. With each new project, Jan could feel her dissatisfaction growing. She knew she didn’t like her work and the company was having difficulties. Yet, the job paid well, the benefits were good, and it was close to home. Also, she enjoyed the people she worked with. Despite that, Jan struggled each day with whether she should look for a new opportunity or just stick it out.

Maybe this sounds like you. Or, your story of career dissatisfaction may have a different back story but the undeniable bottom line question is still the same – “should I stay or should I go?”

How do you decide whether it’s time for a career change?

5 Sure Signs

The money and benefits are the primary reason you’re still there.

We all have financial responsibilities and no one is suggesting that money and benefits aren’t important. However, we often talk ourselves into believing that moving into a position that fuels our passion and brings meaning to our lives will automatically pay less than our current role. Additionally, even if it does pay less initially, it’s likely that more money will follow when you are able to bring your best self to work that you love. And, if needed, I’ll bet there are some things you could adjust in your budget to accommodate bringing joy back into your life.

Your body is feeling the effects.

Even if your mind hasn’t caught up with the notion that you need to pursue something different, your body is likely giving you clues. Are you having trouble sleeping at night? Like Jan, do you experience anxiety as Sunday night approaches and you’re dreading the start of a new week? Have you noticed a significant gain or loss in your weight for no apparent reason? Do you find yourself feeling ill more frequently? Are you experiencing a constant feeling of stress or exhaustion? While there may be other reasons for these symptoms and seeing your doctor is highly recommended, many have to look no further than their job to find the source of their discomfort.

Something just feels like it’s missing.

Often, we fail to recognize that aligning our needs and values with our career is critical to a feeling of well-being. As we progress in our careers, it’s important to check in periodically and reflect on what’s most important to us. While many of our needs and values remain constant, some may evolve and shift as we move through various stages in our lives. What adjustments to your role, manager or environment might be able to be made to shift you back into alignment again? If this isn’t possible, it’s time to find a career or role that fits with who you are today.

You’re constantly complaining about your job.

We all have bad days even in the best of jobs. Yet, if you notice that your primary topic of conversation with your family and friends tends to be complaints about your work, it’s time to pay attention. What were you like when you were in a position that you really enjoyed? What would it take to reignite that part of you again? Who is the person you’d like to be?

You’ve lost your energy and drive.

If you find, that once in a great while, you experience moments of feeling a little bored or not overly excited about your work, that’s completely natural. Over time, there are very few jobs that keep you excited and energized every moment. If, on the other hand, you notice that you’re finding it difficult to get motivated about most anything, it may be time for a change. Find a place where you can use your strengths each day; where you are energized and inspired by the work and the people around you.

Your Call to Action

While there are certainly other signs that a career change might be in order, these are the ones that I’ve seen most frequently with clients. As the fall season approaches, it’s a great time to start thinking about what you want to create in the coming year so that you can hit the ground running in January. If you recognize any of the 5 signs in yourself, I invite you to step back and do some self-reflection. Discover where your passions lie, set a new direction, and take action toward a happier and more fulfilling career.

*Name and details changed to protect confidentiality.

About the Author: Sherry Dutra is a Talent Development, Career and Retirement Coach and Facilitator who believes we each have far more potential than we typically tap in to. She helps you learn how to step into your full potential so you can create consistent, optimal performance for yourself and your team with less stress and more enjoyment. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Ready or Not, Here It Comes…Your Retirement

July 3, 2018 By Sherry Dutra Leave a Comment

Retirement, or what I prefer to call ReIgnitement™, requires planning. And, while many have focused attention on financial planning for retirement, few have considered the non-financial aspects of this life transition. Transitions of any type can create stress in your life, even if the change is something that you have been looking forward to. When that transition arrives, you can react to the changes that arise such as loss of identity, work relationships, or purpose. Or, by taking a planful approach, you can prepare yourself to respond effectively to the transition and ease the way.

In this third of a series of three blogs focused on retirement, I want to provide you with a simple tool to help you gauge your readiness for this transition. If you’re roughly 5 – 7 years from retirement, or know someone who is, please use this tool or share it with another to get a quick read on your readiness. If you’re already retired, you can use this tool to pinpoint those areas that might need some attention.

Click here for the Retirement Readiness Wheel. The 8 sections you’ll address include the following:

Clarity of Identity, Purpose
Health
Leisure/Travel
Home/Residence, Location
Marriage/Significant Other
Work/Business, Volunteering
Financial Resources
Optimism About Aging

As you review and rate each section, take a moment to determine what that section means to you. Then, to determine your readiness, circle your level of satisfaction with each of the 8 sections on a scale of 1 – 7 (1 = least satisfied, 7 = most satisfied). Go with the first response that comes to mind as you review each part of the wheel. That tends to be the one that is most indicative of the way you truly feel.

If you haven’t already downloaded the Retirement Readiness Wheel, click on the link to do so.

About the Author: Sherry Dutra is a Talent Development and Career Coach and Facilitator who believes we each have far more potential than we typically tap in to. She helps you learn how to step into your full potential so you can create consistent, optimal performance for yourself and your team with less stress and more enjoyment. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

The Retirement Plans That Few Consider

April 23, 2018 By Sherry Dutra Leave a Comment

Most people spend more time planning their annual vacation than they spend planning for the non-financial components of their retirement. Now that increased longevity has extended the lifespan of the average North American, people can anticipate living 20 – 30 years beyond the typical retirement age of 62 or 65. Since this is becoming known as a “second adulthood”, it deserves your time and attention to ensure that this time in your life is filled with meaning and purpose, health and well-being, and social engagement in addition to financial stability. It’s never too early to begin giving consideration to how you’d like to craft this part of your life. Here are three key tips I’d like to share that can help set you on the path to an easeful retirement transition.

Create a plan well in advance

Benjamin Franklin is credited with saying, “If you fail to plan, you are planning to fail.” It is an abrupt change from working full-time to having the expanse of 24 hours a day at your fingertips. Once the glow of an extended vacation wears off, you may find yourself clamoring to find another job, if you haven’t decided in advance how you’d like to spend your time. While working in some capacity may be a part of that plan, let that be a conscious choice rather than a reaction to feeling at loose ends. What would the perfect day or week look like for you in retirement? Creating some level of structure goes a long way toward staying engaged. Spend less time thinking about what you’re retiring from and more time considering what you’re retiring to.

Think holistically

Financial security is a critical factor in retirement preparedness. Yet, it is far from the only thing to take into consideration. As you create your plan, look at all aspects of your life. What is important to you? What are the values and beliefs that provide meaning in your life? How will you sustain your mental and physical capabilities? Where will there be opportunities for connection to others? What hobbies might you want to pursue? How will you continue your personal development? How important is it to you to give back in some way?

Communicate

Be sure to include your spouse or partner in your retirement planning. Do they work as well? When do you both want to be retired? What do you each want out of retirement? How can you work collaboratively to create a shared vision? What activities will you do together and where will you explore your interests on your own? How will you divide home related chores? How often will you see your children and grandchildren? What expectations do family members have of one another? Having these conversations in advance and getting on the same page will relieve a potential stressor down the road.

Be proactive and make this significant transition a rewarding and fulfilling next chapter in your life.

What Lights You Up?: Expressing Your Passion in the World

January 24, 2017 By Sherry Dutra Leave a Comment

“To love what you do and feel that it matters – how could anything be more fun?” – Katherine Graham – American Publisher

Being in the Zone

When was the last time that you were so engaged in what you were doing that you completely lost track of time? What is it that you were involved with? Were you organizing, planning, decorating, running a meeting, painting, gardening, helping others, or teaching? Whatever you were engaged in, you were experiencing being “in the zone”. This is a state of being fully focused, motivated, and passionate – a state where you are doing what you are uniquely gifted to do.

One of my teachers, Laura Berman Fortgang, has said, “your satisfaction will not stem from what you do but from who you get to be while you do that thing.” We often get caught up in what we are “supposed” to be doing. This can stem from a wide variety of influences including parents, friends, teachers, and societal pressures to name a few. Forget titles and look at the essence of who you get to be in any occupation or pursuit you consider. It can open up doors you never imagined.

Find what it is that uniquely lights you up. Your passion can be something that you’ve known all your life or you may evolve into it as you notice what you most love. To begin your own exploration, consider the following questions.

Ask Yourself

What gets me excited about life?
What brings meaning to my life?
If I could do exactly what I’d like to do, what would it be?
What are my natural gifts and talents?
What did I most like to do as a young child?
What are my criteria for happiness?
What are my values?

Your Next Steps

Once you have jotted down the answers to these questions, it can be helpful to share them with a close friend, a mentor, or a coach to flesh them out and look at possibilities. It’s never too early or too late to decide on the best path for you. No matter where you are on your life’s journey – early career, mid-life, or planning your next chapter – dreams can be realized. Take these first steps to open the door to what could be next for you.

About the Author: Sherry Dutra is a Talent Development and Career Coach and Facilitator who helps you create consistent, optimal performance using all your capacity and potential in both your work and life. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Tips to ReIgnite Your Life – Part 2

March 30, 2016 By Sherry Dutra Leave a Comment

In Tips to ReIgnite Your Life – Part 1, we explored 3 of the 6 key arenas to prepare for in order to create your ideal second adulthood. If you haven’t already reviewed and answered the questions in the first blog, please click here to access.

Below, I’ve outlined the remaining 3 arenas that are instrumental to discover, plan and live your ReIgnitement™ dream.

Family and Relationships:

What plans do you have in place to build and nurture new relationships as well as existing ones?
What responsibilities do you have to help or support aging parents, adult children and/or grandchildren?

Leisure and Social:

What do you love to do for fun?
Where will you live during these years?
What type of travel might you have in mind?

Personal Development:

What will bring meaning and a sense of purpose to your days?
How will you continue a pursuit of life-long learning?
What role might volunteer activities play?

In many cases, we spend more time planning a vacation than we do planning for this significant transition in our lives. If we give ourselves the gift of dreaming and planning, we have the opportunity to design a transition that flows seamlessly and effortlessly. With the rising likelihood of living eight decades or beyond, planning all aspects of this time will increase our chances of a healthy, happy, vital, secure and meaningful life.

Tips to ReIgnite Your Life – Part 1

February 29, 2016 By Sherry Dutra 1 Comment

How do you want to spend your second adulthood? What does that even mean? Well, according to 2014 data gathered by the National Center for Health Statistics, 65 year olds can anticipate a life expectancy of another 20 years. Woohoo! 85! Given that about 75 years ago, 65 was the typical end of life, we’ve come a long way. And yet, we often neglect to create a clear vision of how we want that chapter of our lives to unfold. We have an unprecedented opportunity to live full, vibrant lives. To make the most of our time, we must have a comprehensive vision. While being prepared financially is what most people think about, we all know that isn’t the only facet of life.

Below, I’ve introduced 3 of the 6 key arenas in which to paint the picture of your ideal second adulthood and reignite your life. It doesn’t matter what your age is today, it’s never too early to start dreaming.

Career and Work:
• How interested are you in continuing to work in some capacity?
• What dream career might you now want to pursue?
• How can you create better alignment between your values and desires and the work that you engage in?

Health and Wellness:
• How well do your health practices support your physical well-being?
• How well do you live to the fullest, regardless of the conditions that arise?
• What are your attitudes and beliefs about maturing in age?

Finances and Insurance:
• How well are your attitudes and information about money serving you?
• Are you working with a trusted financial planner to develop a truly workable plan?
• How confident are you that your financial plan will sustain you and your family for this stage of life?

Take a few moments and imagine what you’d like to create in each of these life arenas for the second half of your adult life. With proper planning, you can make this transition a meaningful and fulfilling one.

Stay tuned for my next blog which will cover the remaining 3 key arenas to explore.