Exit Strategy: How to Seamlessly Handoff Your Role


Get Your Projects Up to Date

There are several reasons you might be ready to pack it in at work; finding a new job, taking a temporary leave or being laid off. Each situation warrants its own level of sensitivity but whether you’re leaving by choice, circumstance or temporarily, aiding in the transitioning process can be the mutually beneficial happy ending everyone deserves.

You might be checked out, you might be tired, you might even be angry, but leaving your job on good terms is a must in this work climate.   Assisting in the job handoff is a great way to show your professionalism.

When You’re the One Leaving

Get your projects up to date – if you clean up the backlog as much as possible before the transition takes effect, your incoming replacement will be able to learn and adjust with more ease. It won’t be possible to finish everything, but don’t start abandoning your work just yet.

Gather tips and info for your replacement – A quick guide about the ins and outs of the systems, processes and insider tips that will make their transition go smoothly will offer a big impact to the team, your manager and the company. It’s an insight you can offer easily that will go a long way.

Connect with business associates – it’s a great idea to introduce your contacts to your new replacement so they’re comfortable with the transition as well. Clients and colleagues alike would appreciate hearing from you to know you’ll be stepping down and someone else will be taking your place.

Prepare for your new role – don’t forget to prepare for your upcoming new job. It’s important to help handoff your current role but your future success depends on you taking the time to get ready for the next step of your career. Be sure to find the right balance.


When Your Employee Is the One Leaving

Don’t assign new work – managers should be careful to not assign any new work that isn’t completely necessary. If your exiting employee is willing to stick around and help in the transition, it’s important you don’t take advantage of that. Delegate the projects properly without bogging down the person on their way out.

Work together on a To-Do list – work with your employee on the things you’d like them to help you with before their exit, such as any pressing projects that need completion or final loose ends to tie down. Be sure to check in with them so they can tell you if it’s feasible in the given time frame.

Check in often – it’s important to maintain communication with them at this point. How are they managing their transition work? Do they need help? Be a supportive presence to encourage the handoff goes smoothly for both them and their replacement.


Whether you’re leaving or a member of your team is on their way out, a role transition is important for everyone involved. Be patient, supportive and work together to make it a seamless change.


Do you want to motivate and lead your staff more effectively? My executive coaching services can help you hone your leadership skills and clearly define your goals and objectives.

Conflict Management at the Executive Level


Claim your responsibility

A leader reaches their post in the corporate structure because they’re strong; strong-willed, strong-minded, strong-armed. While those qualities may be a great asset to the job in many circumstances, it may be a detriment when it comes to conflict.

Even the most seasoned leaders can find themselves butting heads with other company decision-makers. With so much at stake and such powerful people at the wheel, any conflict big or small could cause quite the office battle.

But it’s important for leaders to keep their cool and still be able to carry out the tasks and people-managing their job requires. Here are some things to keep in mind if you’re facing an executive conflict of your own.

Acknowledge what this conflict is costing you

Your power of influence could be compromised while in the throes of an executive conflict. Even if you’ve managed to keep your struggle quiet, employees can tell when their leaders are under the wrong kind of pressure. How are your direct reports looking at you? Is your management influence taking a hit?

How is your boss perceiving your behavior? Are you carrying yourself well during this contest? Don’t let the disagreement cost you your job or your respect. Stay connected to your day-to-day priorities which should include your colleagues.

Claim your responsibility

It’s hard to admit fault, especially if you really haven’t committed any powerful wrongdoing. But it’s important to adjust your perspective to include your own shortcomings and how they may have an effect on the conflict. Have you broken any agreements or fell back on accountability? Now’s the time to claim your part in this conflict.  Admitting to wrongdoing and working toward fixing it is always a mutually beneficial thing to do, so be sure you’re in good standing with your colleagues, direct reports and manager.

Have the Talk

It may be time for you and your disagreeing colleague to sit down mano-a-mano and discuss the conflict face-to-face. It should be possible to resolve an executive conflict internally; after all, leading by example is something you’ve mastered by now. If you’re taking a meeting to discuss the challenges at hand, be sure to adhere to a few peace-keeping guidelines:

  • Avoid accusations – there’s nothing productive about egging someone on. You may think you’re right, but that doesn’t make the other party any more wrong.
  • Use “I” statements – you can’t speak for anybody but yourself.
  • Set a goal – consider something you can agree on: a goal to reach a solution. Don’t rehash your disagreeing viewpoints, speak productively with the best interest of the company and employees in mind.

Conflict is always a challenge no matter the time, place or risks involved. It’s especially hard when you’re in a position of authority and all eyes are on you. And when the benefit of the company is at stake because executives can’t find common ground, a lot more than just your pride is on the line. So take it slow and remember you’re all experienced, educated human beings – you’ve got this.


Do you want to motivate and lead your staff more effectively? My executive coaching services can help you hone your leadership skills and clearly define your goals and objectives.

5 Steps to Manage Effective Meetings

So you’ve held a lot of meetings in your career and haven’t gotten any complaints yet? It’s still a worthy idea to explore our check list and make sure you’re doing everything you can to hold valuable, engaging meetings that don’t waste too much time.

  1. Make It Matter

This may seem like an obvious one but we’ve all sat through those meetings where we wondered why we were there in the first place. Asking employees and colleagues away from their desk for any extended amount of time should be done with purpose, so make sure you have an agenda, a goal and only invite the necessary team members. If your meeting topic can be handled easily in an email, opt for that instead.

  1. What Was That Part About an Agenda?

Before the meeting even begins, when it’s just an idea and a blip on your calendar, you should be compiling information and ideas. Outline your topics and define your goals and then distribute that to the team prior to the meeting so they can prepare anything they might want to add or ask. If everyone goes into the meeting on the same page, imagine how much more could be gained and time could be saved.

  1. Ask For Input

Meetings shouldn’t consistently be lectures where you stand up and blurt out information and everyone else listens. Everyone gets more out of the conference if you allow for collaboration and sharing. If you’re presenting an idea about a certain task or department, ask those who already do that task or work in that department what their input is.

  1. … But Keep in Charge

It’s great if you hold the types of meetings where people can just speak up when they have something to add, but sometimes this can prove problematic. If an argument erupts or someone starts to take over the meeting to prove their own point, you’ll want to step in and take back the reigns. Efficient conversation is good, a hostile takeover is not.

  1. End it with Action

Before everyone leaves the room, ensure you’ve been clear about the next steps. What are the actionable items that need to be executed to accomplish the goals you discussed during the meeting? Who will be in charge of which action items? What’s the time frame for completion? Who will they report to in the process? Be clear about these expectations and be sure to follow up, otherwise your meeting was just hot air.

So in just 5 easy steps, you can take your meetings from inefficient and one-sided to productive, team-building sessions.


Do you want to motivate and lead your staff more effectively? My executive coaching services can help you hone your leadership skills and clearly define your goals and objectives.

Too Social or Not Social Enough: How to Balance Your Workplace Connections

Mixing Business with Pleasure

Mixing Business with Pleasure

Being too social at work can result in a lack of productivity, office distractions and drama. But being the lone wolf can result in missed opportunities, a lack of team building and negativity. So how do you keep a social balance in the workplace?

Mixing Business with Pleasure

There’s a time and a place for personal conversation while at work. Asking a coworker how their weekend was could be a quick and friendly way to engage before the week starts off, but it could also turn into a loud, long-lasting discussion about family drama or recent vacations.

Sharing too much personal information with coworkers can be inappropriate, especially if it’s not a lateral relationship, so be careful how much you divulge. But be sure to not cause consistent distractions to those around you or to yourself.

Social Media

In this technological age, being social at work can also mean being social online. Are you spending more time checking your Facebook likes and Tweeting about coworkers than you are actually putting in work time? Are you messaging your colleague 3 cubicles away about the lunch menu and how hard your boss has been on you? Not only can this be monitored and subsequently get you in trouble, your productivity level will speak for itself. Catch up on emails and chit chat during lunch breaks and make sure you’re staying focused on the job at hand the rest of the time.

Don’t Skip an Opportunity

Here’s where the real balance comes in. Say your office holds a mingle, an off-site after work social event or a special lunch celebration – are you partaking? You may not love dearly the people you work with, but office social events are a great excuse to actually share your personal side guilt-free. You’re not wasting the company’s time or money yet you’re team building with the peers you rely on 9-5. Taking part in the social opportunities may also introduce you to other team members of executives you didn’t know before and that could lead to other success possibilities.

Balance is Key

So you don’t want to share your life story while on the clock, cause tension between team members or create a massive office distraction, but you also don’t want to miss networking opportunities and chances to shine. Keep your social media use to a minimum while at work and share appropriate amounts at appropriate times and you’re sure to win the hearts and minds of your colleagues.


Do you want to motivate and lead your staff more effectively? My executive coaching services can help you hone your leadership skills and clearly define your goals and objectives.

Are Your Work Habits Slowing You Down?

Not Being a Team Player

Not Being a Team Player

Nobody’s perfect and we all come chock full of our own personal bad habits. But what if your undesirable habits are piling up and creating a case against your work success?

If you think you might be committing some office faux pas and are interested in making some small steps to improvement, ask yourself if any of the following bad habits ring true for you:

Exaggerating the Truth

You may feel you need to “prove yourself” at work and talk up all of your achievements, but are you sure you’re being 100% honest? Misrepresenting your credentials, accomplishments, hours worked, or actively plagiarizing won’t bode well for you once coworkers and bosses start to catch on. If your teammate had a big win, did you take credit for it? Have you been misusing expense accounts? These are questions to ask yourself to ensure your integrity remains, because without it, your road to success will be a bumpy one.


Are you the person in the office that constantly bats down ideas, talks about coworkers behind their backs and complains about the tasks you are assigned? If so, you’re contributing to a diminished office morale. Whether or not your colleagues recognize you immediately as a source, eventually it will become clear that the negative energy in the office is stemming from you. Not only will you lose the trust of your peers, you’ll lose the respect of your boss. When the time comes for a promotion, your negativity won’t get you ahead.

Not Being a Team Player

Networking with your colleagues, sharing ideas and working together on projects is an important way to grow, learn and get ahead. If you’re finding that you seclude yourself from group scenarios, avoid office social events or act too independently on your tasks, you’re sending some powerful signals to those around you. Those that aren’t team players tend to get less support when issues arise.

Here are some other bad habits to be on the lookout for:

  • Procrastination
  • Addiction to Facebook/social media
  • Inefficiency
  • Rudeness
  • Inattentiveness
  • Tardiness/Excessive Absence

If you find yourself guilty of more than just a few of these, you may want to consider what effect your behavior, whether unintentional or not, is having on your chances of success. You may think you’re getting away with your actions but it’s only a matter of time before they start holding you back.


Do you want to motivate and lead your staff more effectively? My executive coaching services can help you hone your leadership skills and clearly define your goals and objectives.