Taking over a new role – 10 Questions you need to ask

by Maria on January 26, 2010

I changed my assignment about 7 months ago, in quite an abrupt way, meaning I had to take over the job immediately, while keeping my old responsibilities for a while.

I fortunately had a proper and thorough takeover from my predecessor, and had the time to go through most of the key areas in my new job.

7 months down the road, I’m doing very well, although still learning. But the first month of my new role was the most difficult one, since I had to juggle many tasks and had difficult questions coming at me from Day 1. To top it up, in my second week I was confronted with a very complex case that needed to be solved on the spot. Sometimes you don’t have the luxury to plan ahead.

But even so, take an hour and look over this list.

What helped:

1. Reading The first 90 days” by Michael Watkins, a brilliant book, which explains most things you need to take into consideration when you’re changing your role – at any level of an organization.

2. Preparing my own set of questions to go through.

10 Questions to ask when taking over a new role:

1. What is the purpose of this role? (to innovate, to consult, to administer, to maintain [SOMETHING].)

2. What is this [SOMETHING]? – i.e. the most critical area of your role, the most visible and the one that will generate the most results.

3. What are the main customers of your role?

4. How are you measured? Figures, facts, not fluffy words.

5. How well prepared is your team? What are the areas where you need to invest?

6. What is the first area you need to get trained on?

7. What are key influencers you need to establish relationships with?

8. How will you make sure feedback reaches you ?

9. How much time are you willing to invest in this new role?

10. How will you ensure your personal balance during the first months?
Do you have any experiences with taking over new roles? What are the areas you focused on at that time?

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January 26, 2010 at 10:03 am

{ 5 comments… read them below or add one }

1 Mugur January 26, 2010 at 1:41 am

multumesc, Mer! Am sa folosesc intrebarile tale chiar curand. Voi citi si cartea, intamplator o am de la Beb. Succes!

2 Maria January 26, 2010 at 2:39 am

Multumesc Mugur, thanks for dropping by! :)
Cu ce ocazie o sa folosesti intrebarile? Any change coming up?

3 Mugur February 14, 2010 at 5:55 am

Cu ceva intarziere.. da, in curand voi schimba rolurile (voi ramane tot in IBM).

O intrebare pe care as adauga-o listei, o combinare a intrebarilor 3 si 4:
3. What are the main customers of your role?
4. How are you measured? Figures, facts, not fluffy words.

3 & 4. Who will be influenced by your performance? (e.g. you might working in sales of a specific brand, obviously the P&L holder of that brand is directly interested to see you succeed in the new role therefore he would be someone important on your stakeholder map).

4 Maria February 15, 2010 at 4:14 am

Nice add-on question, Mugur! Multumesc!

5 Chicago Blues CD May 19, 2010 at 10:41 am

Great post. There’s a lot good information right, although in order to do want to allow you know something — I am running Mac with the circulating beta associated with Chrome, and the look your own weblog is kind of quirky for me. I can read the actual posts, nevertheless the navigation doesn’t function so well.

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