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INITIAL ON BOARDING COACHING

INITIAL ON BOARDING COACHING. Accelerating the transition of new executives to their organization, team and role. Karen R. West, PhD YSC US South Office Houston, Texas Office: 713.267.2393 Cell: 281.745.3345 Karen.West@ysc.com. Initial On Boarding Coaching. Phase 6. Final Transition

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INITIAL ON BOARDING COACHING

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  1. INITIAL ON BOARDING COACHING Accelerating the transition of new executives to their organization, team and role Karen R. West, PhD YSC US South Office Houston, Texas Office: 713.267.2393 Cell: 281.745.3345 Karen.West@ysc.com

  2. Initial On Boarding Coaching Phase6 Final Transition Meeting Phase 5 Transition Meeting 2 • Review Progress and Pulse Results • Discuss Ongoing Issues • Development Planning Phase 4 Transition Meeting 1 • Review On Boarding Experience and Initial Pulse Results • Review experience with Reporting Senior • Review/Coaching regarding Integration Plan Phase3 EDP • Team Integration Process • Review/Coaching regarding Integration Plan • Feedback to Reporting Senior • Determine Pulse Questions Phase 2 Pre-Interview • Four Hour Interview • Feedback to Executive & Reporting Senior • Written Report regarding Key Initial On Boarding Issues • Executive Given Integration Plan Guidelines Phase1 Initiate Process & Schedule Assessment • Reporting Senior Interviewed: • Strengths • Concerns or Opportunities • New executive scheduled for meeting with YSC • Process described to executive • Questions answered

  3. Implementation Guidelines • Initial On Boarding Coaching works when: • New leader comes from outside company • New leader transfers from an associated operation • New leader due for promotion or role changes Best when: • Process started within first 30 to 60 days Facilitated by: • 2 YSC consultants, including the same YSC consultant who conducted the EDP; 1 with smaller teams

  4. Phases 1-3: Environmental Scan 1. New executive is scheduled for meeting with YSC 2. Key Individuals interviewed: Reporting senior, Outgoing executive, others as desired • Strengths • Opportunities • Concerns • Role challenges and goals 3. EDP conducted • Four hour interview • On Boarding Integration Plan is given and explained, timeline set and scheduled for initial first draft, EDP feedback session, and Team Integration Process (note: all on same trip) • Written report generated regarding key Initial On Boarding Issues

  5. Phase 4: Team Integration & Feedback • Team Integration Process • Team process to integrate leader with understanding of organization and team • Review of On Boarding Integration Plan • After Team Integration Process in order to include relevant information from Team Integration Process • Feedback to Reporting Senior • A 3 way conversation regarding: • On Boarding Integration Plan • Discussion regarding other emergent issues • Determine 5 or 6 Pulse questions for follow-up feedback from team and reporting senior

  6. TEAM INTEGRATION PROCESS DESCRIPTION 1. Planning (with Leader) 2. Planning (with Team) Optional 3. Data Gathering (with Team) 4. Debrief (with Leader) 5. Leader & Team Discussion 6. Close

  7. Objectives of Team Integration Process • Accelerate the creation of effective working relationships between a new leader and their team Become acquainted with respective operating styles Establish open channels of communication Understand mutual expectations Exchange views

  8. Outcomes for New Leader from Team Integration Process • Leader can share ideas and philosophies • Clarify mutual expectations • Build foundation of trust • Leader can hear and address the team’s concerns and questions thereby: • Alleviate potential misunderstandings • Dispel erroneous group assumptions • Gain insight into the Team’s operating style and their expectations

  9. Outcomes for Team from Team Integration Process • Brings the team together to create alignment about: • New leader • How they want to function • Learn the new Leader’s operating style, personal priorities and expectations • Take advantage of a forum that allows team to surface as a group, potentially sensitive issues or concerns

  10. SAMPLE AGENDA forTeam Integration Process

  11. On Boarding Integration Plan • Situation Assessment • Relationship Development • Business Plan & Priorities • Personal Performance Objectives • Personal Development • Organizational Assessment • Development of Effective Team Processes The Team Integration Process informs some or all aspects of the ON BOARDING Integration Plan

  12. Example Psynergy Integration Plan

  13. Phase 5: Review & Refocus • Review On Boarding Experience Thus Far • Review/Coaching regarding Integration Plan • Review Process with Reporting Senior, checking for: • Validity • Emerging Concerns

  14. Phase 6: Ongoing Development • Review Progress • Review/Coaching regarding Integration Plan • Developmental Planning, including: • A 3 way conversation with Reporting Senior, regarding: • Review of Integration plan • Discussions regarding other emergent issues • Future opportunities

  15. www.ysc.com

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