Transition into a Direct Leadership position

Question 1

What is direct leadership?

Answer 1

a face-to-face or first-line leadership that generally occurs in organizations where subordinates see their leaders all the time

Question 2

How do direct leaders develop others?

Answer 2

Coaching, counseling, mentoring, and setting the example

Question 3

Phase 1: Preparation steps (notification - D-1)

Answer 3

1. Gain understanding of the organization
2. Develop a transition plan
3. Conduct a self-assessment
4. produce initial leader transition documents
5. complete mandatory leader transition events and requirements

Question 4

Ways to gain insight on an organization

Answer 4

Networking, organizational charts, briefings, mission statements, and histories

Question 5

Two parts of gaining understanding of the organization

Answer 5

Categorize Relevant information, Identify Stakeholders

Question 6

What is a stakeholder?

Answer 6

anyone who affects or can be affected by an organization’s actions

Question 7

Types of initial leader transition documents:

Answer 7

• Leadership statement
• Visions or Focus
• Calendar items
• Major duties, responsibilities, and performance objectives
• Organizational in brief
• CCIR/SIR
• Initial counseling forms
• Personal biography

Question 8

What are mandatory leader transition events and requirements for

Answer 8

-Property inventory
-Relief-in-place (RIP), and transition of authority (TOA) these are conducted when deployed

Question 9

When does preparation phase take place?

Answer 9

from notification until D-1

Question 10

Where can you find unit information?

Answer 10

FMS Web

Question 11

Priorities of first day?

Answer 11

• Who to meet
• Update rosters
• Property Transition
• Leader transition tools

Question 12

Phases of leadership Transition

Answer 12

Phase I: Preparation (Notification to D-1)
Phase II: First day / taking charge (D day)
Phase III: Initial assessment (D day+1 to D+30)
Phase IV: Organizational Alignment and Team building (D+30) to D+60)
Phase V: Establish Routines (D+60 to D+90)
Phase VI: Sustaining (Beyond D+90)

Question 13

Steps to Phase III: Initial Assessment (D day+1 to D+30)

Answer 13

1. Expedite learning to assess the organization and your subordinates
2. Build credibility as the new leader
3. Determine preliminary findings and initial assessment
4. Validate preliminary findings and initial assessment

Question 14

Determine preliminary findings and initial assessment consists of?

Answer 14

• Determine strengths and weaknesses
• What are organizational opportunities
• What is the current culture

Question 15

Steps of phase IV: Organizational Alignment and Team building (D+31 to D+60)

Answer 15

• review and develop organizational alignment
• establish key milestones
• secure quick wins and short term victories
• Build the team
• Establish a sense of urgency

Question 16

What does SMARTT stand for?

Answer 16

Specific, measurable, attainable, relevant and time-bound, and tangible

Question 17

Steps to Phase V: Establish Routines (D+60 or D+90)

Answer 17

• Establish routine meetings
• Build and sustain knowledge management systems
  0 eliminate needless constraints

Question 18

Steps to phase VI: Sustaining (Beyond D+90)

Answer 18

• Manage organizational systems and operations
• Facilitate the next transition