In this episode of Manager Tools, Sarah and Mark discuss effective strategies for individuals transitioning into new roles after a promotion. They emphasize the importance of understanding organizational rhythms by reviewing the boss's calendar and identifying quarterly events, as well as modifying one's own calendar to align with these rhythms. The speakers also highlight the need to learn about the new team, including seeking personal reviews from predecessors and obtaining personnel packets from HR. They advise announcing one-on-ones, conducting operational reviews with directs, and creating a "Working With Me" document to set clear expectations regarding communication, people tools, meetings, and performance management. The overall goal is to manage the transition effectively, support the successor in the previous role, and build strong relationships in the new role.
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