Oliver’s transition into a new role

Oliver has worked in Securities Division Operations for a global investment bank for many years. Earlier this year, he felt that he was ready for a career change. I was working with him as his career coach as he started applying for jobs and speaking to his contacts in the financial services industry, going through several months of interviewing and compensation negotiations. A few weeks ago, he was offered a ‘dream job’ by another investment bank, heading up a newly formed business process transformation division.

For Oliver, this may seem like the entire career coaching process is completed. He realized quickly that in actual fact, it is just the start of another career transition: the transition into a new role, a new organization, a new team environment, and maybe even a new life. Oliver is entering a whole new world with both psychological and physical implications.

Typically, in such new role, new organization transition assignment, I would work with the client with the following in mind:

First of all, we would focus on preparing for the ‘First 100 Days’, exploring with the client their personal and business vision, mission, objectives.

Secondly, we would focus on working with the client to plan and map out their First 100 Days transition plan. Paying particular attention to successes, challenges, new identity, new organization culture/ style, new stakeholders network, forming strategies and approaches, building new skills and capabilities, adoption of new realities.

Coaching would be most useful for such role, job, organization transitions, particularly for the following scenarios:

  • Transitioning from junior/middle management role to more senior management and leadership role with different and often expanded responsibilities
  • Transitioning into a new organization or role during a M&A scenario
  • Being a ‘survivor’ of an organizational restructure, transitioning to a new role or expanded roles, whilst experience colleagues losing their jobs and being made redundant

*All personal identification details have been altered to maintain confidentiality.