Jayme A. Check offers a dynamic and global perspective gained from executive roles in firms ranging from start-ups to the Fortune 500 and leadership positions in sales, business development, and general management at companies including J.P. Morgan, Guidance Solutions, and Brice Manufacturing. In addition to being a PrimeGenesis founder and author of its onboarding and transition acceleration methodology, Jayme is President of Quantum Leap Associates, a firm focused on providing executives worldwide with authentic and measurable leadership skills. He earned a BS from Syracuse University and an MBA from UCLA's Anderson School. Jayme can be reached at jcheck@primegenesis.com.
Jorge E. Pedraza, PhD, is a former professor and a founding partner of PrimeGenesis. He helped develop the PrimeGenesis onboarding and transition acceleration methodology and has since deployed it to found and build Unison Site Management, the nation's leading independent cell site acquisition and management company. Jorge can be reached at jpedraza@primegenesis.com.
Acknowledgments xiii
Introduction An Executive Summary of the
Onboarding Process xv
PART I BECOME THE BEST CANDIDATE FOR THE JOB.
CHAPTER 1 Position Yourself for a New Role 3
Tool 1.1 BRAVE Preferences (Downloadable) 16
Tool 1.1b BRAVE Preferences Guide (Downloadable) 18
Tool 1.2 Five-Step Career Plan (Downloadable) 20
CHAPTER 2 Sell before You Buy: Answer the Only Three Interview Questions 22
Tool 2.1 Negotiating Prep and Guidelines (Downloadable) 33
PART II DISCOVER YOUR NEW ROLE: IT'S ALWAYS MORE THAN YOU THINK IT IS.
CHAPTER 3 Map and Avoid the Most Common Land Mines 39
CHAPTER 4 Do Your Due Diligence before You Accept the Job Offer 51
Tool 4.1 Risk Assessment Checklist (Downloadable) 63
PART III TAKE CONTROL OF YOUR OWN START.
CHAPTER 5 Choose the Right Approach for the Business Context and the Culture You Face 69
Tool 5.1 Context Assessment Sheet (Downloadable) 81
Tool 5.2 Culture Assessment Sheet (Downloadable) 83
Tool 5.2b BRAVE Culture Assessment (Downloadable) 85
Tool 5.3 Context and Culture Map (Downloadable) 88
Tool 5.4 Contributor/Watcher Map (Downloadable) 89
CHAPTER 6 Embrace and Leverage the Fuzzy Front End before Day One 90
Tool 6.1 100-Day Checklist (Downloadable) 112
Tool 6.1b 100-Day Checklist—Sample: New Company (Downloadable) 115
Tool 6.2 Stakeholder Map (Downloadable) 117
Tool 6.3 Onboarding Conversation Framework (Downloadable) 118
Tool 6.4 Relocation Checklist (Downloadable) 120
CHAPTER 7 Take Control of Day One: Make a Powerful First Impression 122
Tool 7.1 Day One Checklist (Downloadable) 133
Tool 7.2 New Manager’s Assimilation Session (Downloadable) 134
CHAPTER 8 Motivate and Focus Your Team with Ongoing Communications (Including Social Media) 135
Tool 8.1 Broader Stakeholder Map (Downloadable) 153
Tool 8.2 Communication Guide (Downloadable) 154
Tool 8.3 Communication Campaign Milestones (Downloadable) 155
PART IV IMPLEMENT YOUR 100-DAY ACTION PLAN.
CHAPTER 9 Embed a Burning Imperative by Day 30 159
Tool 9.1 Burning Imperative Workshop Tool (Downloadable) 169
CHAPTER 10 Exploit Key Milestones to Drive Team Performance by Day 45 171
Tool 10.1 Team Milestones (Downloadable) 179
CHAPTER 11 Overinvest in Early Wins to Build Team Confi dence by Day 60 181
Tool 11.1 Team Charter Tool (Downloadable) 188
CHAPTER 12 Secure ADEPT People in the Right Roles and Deal with Inevitable Resistance by Day 70 189
Tool 12.1 Performance/Role Match (Downloadable) 203
CHAPTER 13 Evolve People, Plans, and Practices to Capitalize on Changing Circumstances 204
APPENDICES.
APPENDIX I Deploy Six Basic Elements of Leadership 213
APPENDIX II Complete a Situation Assessment to Inform Your Plan 220
Tool A2.1 5Cs Situation Analysis Guidelines (Downloadable) 223
Tool A2.2 SWOT Form (Downloadable) 226
APPENDIX III Leverage These 15 Secrets to Become a Great Communicator 228
Tool A3.1 Communication Planning Tool (Downloadable) 234
Tool A3.2 Press Interviews (Downloadable) 236
APPENDIX IV Bring More Discipline to Your Strategic Planning Process 237
APPENDIX V Manage People and Practices with Standardized Processes that Are Public and Visual 244
Tool A5.1 Role Scope (Downloadable) 252
APPENDIX VI Leading When You Were Promoted from Within or Internally Transferred 254
Tool A6.1 Announcement Cascade Checklist (Downloadable) 269
APPENDIX VII Leading a Department/Team Merger, Reorganization, or Restart 271
APPENDIX VIII The International Manager: Adapting and Building Trust When You’re a Foreigner 274
APPENDIX IX Leading through a Crisis: A 100-Hour Action Plan 278
Tool A9.1 100-Hour Action Plan for Crisis Management (Downloadable) 285
Tool A9.1b 100-Hour Action Plan for Crisis Management Guide (Downloadable) 287
APPENDIX X Onboarding: How Organizations and Supervisors Can Dramatically Boost the Odds of a New Leader's Success 289
APPENDIX XI Sample 100-Day Plans 301
Tool A6.1b 100-Day Checklist—Sample: New Company—Head of Marketing (Downloadable) 302
Tool A6.1c 100-Day Checklist—Sample: Promoted from Within from Comptroller to CFO (Downloadable) 304
Tool A6.1d 100-Day Checklist—Sample: New Country Manager—France (Downloadable) 306
References 309
About the Authors 311
Index 313
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