Course Description

Create Your Transition Playbook is designed to help ambitious leaders start their new role strong, and stay focused on what matters.

It’s about strategically using the first days and weeks in a new role to prepare to add value over the next 12-24 months. Create Your Transition Playbook provides a step-by-step roadmap to help you take charge and hit the ground running and ultimately succeed over the long-term.

Create Your Transition Playbook will assist you to:

  • Know the classic transition mistakes and learn how to avoid them
  • Create a Transition Playbook to accelerate your learning curve and momentum
  • Open the channels of communication to build trusting relationships with those that matter
  • Make clear, conscious choices in how you want to lead

Hilary Potts

Hilary Potts is a leadership strategist, author, and change consultant who helps senior leaders navigate today’s intensively competitive business world with success. She is sought after to enable leaders to successfully navigate change at the enterprise, team and individual levels. To learn more about Hilary Potts, visit her website at www.hapgrp.com

Course curriculum

  • 1

    Members: Tips to Navigate the Program

    • How to Navigate the Site
  • 2

    Getting Started

    • 00 CYTP Getting Started_Video

    • 00 CYTP Getting Started_MP3 Audio

    • 00 CYTP_Getting Started_Slides

    • 10 Mistakes Entering a New Role

    • Executive Transition Playbook Guidebook

    • Executive Transition Playbook Worksheets
  • 3

    Step 1: Set Transition Goals & Strategy

    • 01 CYTP Step 1 Set Goals_Video

    • 01 CYTP Set Goals_MP3

    • 01 CYTP Playbook Set Goals_Strategy Slides

    • 01 Step 1_Transition Playbook_ Goals and Strategy

    • 01 Step 1 ETP Self Assessment
  • 4

    Step 2: Develop Your Transition Plan

    • 02 CYTP Step 2 Develop Your Transition Plan_video

    • 02 CYTP Step 2 Develop Your Transition Plan_AudioMP3

    • 02 CYTP Develop Transition Plan Ingredients_Slides

    • 02.1 Executive Transition Playbook Activities

    • 02.2 Executive Transition Playbook Timeline

    • 02.3 Executive Transition Playbook Sourcebook

    • Step 2_30 60 90 Day Transition Timeline
  • 5

    3. Lead: Determine How to Approach Your New Role

    • 03 CYTP Lead Yourself

    • 03 CYTP Lead Yourself MP3

    • 03 CYTP Lead Yourself_Slides

    • 03_Step 2 Leader Transition Plan Worksheet

    • 03_Step 2 Personal Branding Outline

    • 02 Lead ETP Self Assessment
  • 6

    4. Balance: Stay Energized and Focused

    • 04 CYTP Balance

    • 04 CYTP Balance MP3

    • 04 CYTP Mod 4 Balance_Slides

    • 04 Step 4_Daily Healthy Practices

    • 02.2 Balance ETP Self Assessment
  • 7

    5. Learn: Gain Knowledge About the Business

    • 05 CYTP Learn

    • 05 CYTP Learn MP3

    • 05 CYTP Learn_Slides

    • 05 Step 2 Learning Plan and Business Reviews

    • 02.3 Learn ETP Self Assessment
  • 8

    6. Connect: Build Credibility, Trust, and Respect

    • 06 CYTP Connect

    • 06 CYTP Connect MP3

    • 06 CYTP Mod 6 Connect_Slides

    • 06 Step 2_Stakeholder Conversation Summary

    • 06 Step 2_Business Review One Pager

    • 02.4 Connect ETP Self Assessment
  • 9

    7. Assimilate: Understand How the Organization Works

    • 07 CYTP Assimilate

    • 07 CYTP Assimilate MP3

    • 07 CYTP Mod 7 Assimilate_Slides

    • 07.2 Step 2_Cultural Assessment

    • 07.1 Step 2_Leader Assimilation Agenda_CYTP

    • 02.5 Assimilate ETP Self Assessment
  • 10

    8. Communicate: Keep People Informed

    • 08 CYTP Communicate

    • 08 CYTP Communicate MP3

    • 08 CYTP Mod 8 Communicate_Slides

    • 08 Step 2_Transition Communications Plan

    • 02.6 Communicate ETP Self Assessment
  • 11

    9. Use Your Transition Playbook

    • 09 CYTP Use Your Transition Plan

    • 09 CYTP Use Your Transition Plan MP3

    • 09 CYTP Mod 9 Using Your Playbook_Slides

    • Step 2_30 60 90 Day Transition Timeline

    • 02 Step 2 ETP Self Assessment
  • 12

    Step 3: Assess the Business

    • 10 CYTP Step 3 Assess the Business

    • 10 CYTP Step 3 Assess the Business MP3

    • 10 CYTP Mod 10 Assess the Business_Slides

    • Step 3_Assess the Business Worksheet

    • Step 3_Talent Assessment Worksheet

    • 03 Step 3 ETP Self Assessment
  • 13

    Step 4: Share Your Observations

    • 11 CYTP Step 4 Share Observations

    • 11 CYTP Step 4 Share Observations MP3

    • 11 CYTP Mod 11 Share Observations_Slides

    • 11 Step 4_ Share Your Observations Sheet

    • 04 Step 4 ETP Self Assessment
  • 14

    Step 5: Step into Action

    • 12 CYTP Step 5 Step into Action

    • 12 CYTP Step 5 Step into Action_MP3

    • 12 CYTP Mod 12 Step into Action Slides

    • 12 Step 5_Whats Next Plan

    • 05 Step 5 ETP Self Assessment

    • Playbook Evaluation
  • 15

    Bonus Resources

    • RACI Chart