So, I’ve Got a New Direct Report

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You are so excited because you (finally!!) have someone new you are bringing onto your team!

You’ve been waiting a LONG time for them – and want to make this transition as smooth and seamless as possible.

As you are prepping to bring them on, we’ve got a couple of tips on things to think about!

First, they don’t know what they don’t know. You’ve been here for a while. You know the ins and outs of the company. You know that Bob never has matching socks and that on Friday’s, everyone goes to happy hour at 6.

Take a couple of minutes this week to really think about those things. Reflect on your days and weeks and think about those “things that you just know” and try to capture them.

Next, identify your expectations—because you’ve got ‘em (we all do!)

Schedule some time in your calendar this week and think about this:

  • What are the “shoulds” that you think of for this person?

That is, when you think about them, do you think “they should know this”, or “they should be ready for their first client call by X date”, or “their primary resource for questions should be Sally”.

Write all those out and then think about what is the best way (and time) to communicate all those to your new direct.

We’d recommend to not do it all at once, and also to make sure you ACTUALLY communicate all those expectations.

Last, consider the experience you want them to have.

Yes, this will all be new and it will likely be overwhelming. And in the midst of that, what do you want them to remember or experience?

Maybe you want them to know that they’ve got you as a support, so you’re going to coordinate team lunches once a week for the next few weeks to help the whole team get to know each other better.

Or maybe you want them to know that you really value their opinion, so every couple of days you’ll set up structured time to ask them what is going well and what else they would like or need.

You have the opportunity to create the experience you want them to have. So think about what that overall experience is and then a couple of practical ways that you can make that happen!

We’re excited for your new direct and would love to hear your best ideas in on-boarding someone new!

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