promotion

I’ve had the privilege to work a few different jobs in both managerial positions and entry-level positions. I’m sure that you can relate to me in feeling that some managers were great at what they do, while others weren’t as great. The old adage of “People don’t leave bad jobs; they leave bad managers” continues to hold true. According to research by The Ken Blanchard Companies, the average organization is 50% as effective thanks to less than optimal leadership.  

                To understand the cause of these terrible managers, you need to understand what the key problem here is. The way that managers are trained and appointed simply is not enough and sets them up for failure. 

Take a standard software firm for example, and a specific account executive named Jake. Jake is particularly good at closing deals, with very little haggling required, and on top of that, is responsible for a majority of the company sales. So, upper-level management chooses to give him a reward somehow. If Jake is capable of doing all of this, imagine what he could teach his coworkers to do right? So the administration chooses to promote Jake to a sales manager, responsible for managing other account executives and training new associates. 

                Unfortunately, Jake has no experience in developing people and the patience it requires. He just knows how to sell software. However, since he knows his methodology works wonders, he decides to teach everyone how to use his method, and boost sales. But his jokes just don’t sound the same out of other people’s mouths, and the charm he uses just feels off. And since he has no time to sell software himself, the company is making fewer sales. Ultimately, many of the sales associates choose to leave because they don’t like the command and control style of leadership Jake has deployed and those that stay aren’t meeting quotas because nobody is as good at selling using the “Jake method” as good as Jake is.

                The key takeaway here is that high performance individually does not necessarily translate into high performance as a manager. Unfortunately, promotion is often used as a reward for high performance, with increased pay used as an additional incentive. Therefore, the individuals who may actually have manager potential (based on their ability to develop people) get overlooked because they aren’t rockstar individual contributors. 

                Finding a good candidate for management can be tricky. However, training new managers can be successful. Performance evaluation software such as AIM insights can help your new managers get coached and develop the skills they need to effectively lead their team based on the data their direct reports are sharing in the tool. Using tools such as this can help you identify who is particularly good at working with a team, or who works well with many different types of orientations of workers. 

Regardless of how skilled a manager may be, if they aren’t properly set up for success, they may still not be well prepared for their new role, at the company’s expense. A manager is not born into the world with perfect skills. They may naturally be able to work with other people, but they still need to be trained. The best way to think about a manager is as a person, but also as an investment. Would you choose to buy a house that has a lot of space, but no bathrooms? It’s a very similar concept. A manager candidate has a lot of potential, but not necessarily the exact skills needed for the role. Fortunately, these can be easily trained. 

Training a manager involves a few different subjects. These subjects include some of the following:

·         How to have effective 1:1’s and soft skills

·         Training new employees

·         How to give a performance review

All of these subjects are critical to ensure the best possible manager. Can you imagine how bad an incompetent manager could be? Fortunately, you don’t have to imagine as such. According to the Society of Human Resource Management, 84% of U.S workers say that poorly trained managers create much more unnecessary work and stress for them. Interact even researched poor managers and found that 69% of managers are uncomfortable communicating with employees and would prefer to not give any direct feedback unless absolutely necessary. These managers have been failed. With adequate training, they could have been truly amazing. However, because they failed to go through a proper vetting process, and then a training process, they quite simply are not capable enough to assume such an important role. 

The way we train our managers is nowhere near where it should be at this point in time. It is just too important of a role to not give due diligence to. Understanding how to choose a good manager, and then how to train them will be the best course of action for the future. Only through this can we hope to create a better work culture for the future. 

Employee Turnover is one of the most irritating and damaging problems that a business may face. There are a few reasons that this can occur, but luckily, most of these reasons can be easily rectified or ameliorated. 

                Employee turnover is the phenomenon in which an individual leaves their position for another position, or to be free of the workforce. There are traditionally two types of this. The first type of turnover is voluntary turnover, which is when someone chooses to leave their position. Examples of this can be retirement, seeking a higher position, or taking time off to take care of a family.

                The second form of turnover is involuntary turnover, which is when someone is forcefully relieved of their duties. This is often initiated by an employer or human resources. This can include being let go, fired, demoted, or a few other actions. 

                According to the Bureau of Labor Statistics, most industries have a turnover rate of 19%.  A turnover rate is calculated by taking the number of employees that leave within a specific period of time by the average number of employees working in that time frame. The lower this rate is, the better it is for the employer. 

                The hiring process is not an easy one for a manager, nor is it inexpensive. The process of hiring the best possible candidate includes a few tasks. Not only does this job have to be posted and then advertised, but then needs to be screened for and interviewed. All of these cost large sums of money, estimated to be on average about a third of the employee’s yearly salary, which equates to around $16,500 in many cases. In addition to that, it costs time and money to train new employees and then set them up with corporate devices, insurance, and any other plans they elect to sign up to.  Turnover also has the unfortunate aspect of reducing productivity due to fewer hands on deck. 

                Turnover is often easily avoidable as well.  According to the Work Institute’s 2017 Retention report, 75% of the reasons for employee turnover can be prevented, many of which can be blamed on poor management. Employees often choose to leave because of a lack of challenges, feeling underappreciated, or bored. However, they also leave due to poor communication, lack of advancement, mistreatment, or being overworked. 

                Fixing some of these problems can help increase your retention rate, and consequently decrease your turnover rate. However, understanding that the fault can fall mainly on management is key to helping improve retention. Executive coaching programs such as Ambition in Motion’s AIM insights can help your managers learn about commonly made mistakes, along with how to avoid them. AIM Insights also offers executive mastermind groups, which function similarly to Masterclasses. 

                The following problems are three of the reasons that most frequently cause employees to leave, along with some suggested solutions.

1.       Unclear Job Descriptions that do not portray a position accurately

This can be rectified at the source of the problem. Have your current direct reports have a hand in designing these job position descriptions. They understand these positions the best since they work in them every day.

2.       Poor compensation

This is often difficult to fix since your company may not always be able to simply add more money to the payroll budget. However, it is important to understand how to give fair and adequate compensation. This should be given based on experience, skill, and how much you expect out of them. Do not expect someone for who you are paying the bare minimum to go above and beyond in every task you give them

3.       A Lack of career advancement opportunities

There is a certain type of employee known as a career-oriented worker. These individuals strive to gain advancement and continue working. Without any promotions or opportunities for advancement, they tend to lose interest and will look elsewhere for jobs. Do not be afraid to give more opportunities to your employees. Have faith in them.

 Better communication will also almost always help with issues related to trouble retaining employees. According to a report made by TinyPulse on employee retention in 2018, there is a 16% retention rate decrease for employees who aren’t receiving or giving feedback. 

A good 1:1 can not only give your employees feedback and a feeling of appreciation and recognition but also show you as a manager what you need to improve in order to retain your employees. Regular and honest communication will show your employees that their help is valued and that you care about their growth as a direct report as well as a person.

A good onboarding program can work wonders as well. In a survey by CareerBuilder, 9% of employees who have left their company blame it on a poor onboarding experience, and 37% of those employees say that their managers weren’t even present during the onboarding.  More details will follow about how to create an effective onboarding process, but at the very least, make it as thorough as possible for your newer direct reports, and be present and attentive at these meetings.

Through communication and improvement, you can keep your turnover rate as low as possible, and succeed in the workplace. 

Managers don’t just freely hand out promotions. They’re actively observing employees and looking for specific signs that an employee is ready for a promotion. They weigh multiple factors and don’t make those decisions lightly. They’re constantly evaluating performance and monitoring progress.

 

One of the first ways a manager identifies a promising employee is by looking at how little or how much direction they require from their supervisors. The first people in line for promotion are excellent self-starters. They’re the ones who take initiative without being prompted.

 

Secondly, they look at the numbers of their top candidates for a promotion. Numbers and statistics are by no means the only factor that managers look at, but they carry a lot of weight. Managers look for employees whose performance and impact at work is quantifiable by some means. That can be by looking at sales figures, year-over-year performance, customer service scores, or dozens of other metrics. It’s important that you identify what metrics are important to the future job, as those are what you’ll be measured on.

 

Other metrics used to measure an employee’s performance include: 

 

However, even after conducting all this forecasting on how an individual may be successful in a promotion, sometimes the promotion doesn’t work out, or isn’t the right fit. 

 

 

As you progress in your career, it's natural to want to climb the ranks at whatever company you're working at. So, when you finally manage to land a promotion, it's a career milestone you'll be sure to celebrate.

 

But what happens if you get a promotion only to have it snatched away after the fact? It's been known to happen. In some cases, your company might offer you that title change, and then renege before you've even had a chance to work in the capacity of your new role. In others, you might spend weeks, or even months, doing that new job only to have it taken back because your employers realize that it may not be the right fit for you.

 

Promotions in the workplace should be positive. They create new and exciting opportunities for employees and the businesses that they work for. They are, however, like all aspects of people management, subject to complications. Are you aware of the risks involved when promoting an employee?

 

Too often employers promote someone because they are good in their current role, but it then turns out without the necessary skill set for the new role.

 

However, from a manager and employer perspective, taking back a job promotion is never an easy process in the workplace. How can we best give promotions, knowing fully that they will work out, and avoid the possibility of having to renegotiate the terms of the promotion? 

 

SOLUTION: Temporary Addition of Responsibilities 

 

What is a temporary addition of responsibilities? 

 

A temporary addition of responsibility is the assignment of an employee to additional tasks, with two possibilities of outcome: 

 

As opposed to giving someone a new position and having the reputation of the role, a temporary addition of responsibilities allows an employer to give additional duties to an outstanding employee on a trial basis and then assess how the employee is in the new role. 

 

This sets the expectation of “if it works, then we’ll make it permanent, otherwise you can be moved back to your original position according to the trial basis,” allowing the concept of a temporary addition of responsibilities to do wonders in mitigating the risks of promoting the wrong person to a new position. 

 

How do temporary promotions reduce risks surrounding promotions and demotions? 

 

There are many risks associated with demoting an individual after a promotion. Demoting an employee may be one of the most awkward and difficult conversations you’ll have with someone on your team. Unless an employee approaches you to voluntarily request that they step back from their current responsibilities, it’s never easy to tell someone that they’re moving down the organizational hierarchy. After all, this can involve:

 

●       Fewer responsibilities

●       A less prestigious title

●       A loss of managerial status

●       A reduction in pay

 

It can be demoralizing to the employee.

 

Therefore a temporary addition of responsibilities is a policy that every company should adopt in order to mitigate the risks that come with promotions and demotions in the workplace. 

For many teams and managers, one of the greatest hurdles that they face is what happens in the absence of their current manager. After all, a manager is often able to unify the team, set common goals, and manage morale. However, another responsibility that managers should have is to develop leaders. Managers are often the first reference a direct report has towards promotion, especially if the report is interested in leadership. But how does a manager know who could be a good leader?

Not every worker is cut out to be a manager. A common fallacy within the professional world is to promote high-performing employees to positions of leadership. This oftentimes has resulted in poorly-performing managers, since they generally lack the skills associated with leadership. What brought them success might not necessarily be able to have the same result for other coworkers. In fact, Google conducted internal research and found that this was the number one overall pitfall with managers.

 Once a member of a team turns into a leader of a team, their selling point- which was the ability to complete their tasks- becomes somewhat irrelevant. They still may be asked to perform previously held duties, but their most important task is now leading and empowering their teams.

 The best leaders often have a skillset specializing in soft skills, such as communication, empathy, people skills, and being a team leader. While some individuals happen to have these qualities, there is a difference between utilizing these from a peer-to-peer perspective versus that of a leader to subordinate perspective.  

 In addition to this, good managerial candidates are those who often try to improve circumstances for their peers and clients at the same time. This means that they strive for overall quality, as opposed to just making sure that their own component is satisfactory. A good leader should be able to also adapt with change. Throughout the past ten years, there have been many different phenomena such as COVID, The Great Recession, and a complete overhaul of how mental health is viewed in the workplace.  Managers have been forced to adapt how they handle both their work as well as personnel as a result of this.

 Emotional intelligence is also a quintessential part of a good manager. Professor John D. Mayer of the Harvard Business Review defined it as follows.

“From a scientific (rather than a popular) standpoint, emotional intelligence is the ability to accurately perceive your own and others’ emotions; to understand the signals that emotions send about relationships; and to manage your own and others’ emotions. It doesn’t necessarily include the qualities (like optimism, initiative, and self-confidence) that some popular definitions ascribe to it.”

 Managers are in a position of power over other workers, and often hold a significant amount of sway in how they will affect their direct reports. Managers are often the unifying cog within a team as well, and if they are insecure, their team often follows suit. Therefore, they also must be able to recognize how their actions and emotions may affect others, and how they can influence their teammates.

 The first thing to take note of is how hard a direct report works to ensure that their work is satisfactory. While it is indeed true as mentioned above that the best workers don’t always make the best manager, someone who is personally sloppy or constantly turning in unsatisfactory work may not necessarily be the best manager. Utilize tools such as AIM Insights to determine how their work is in terms of satisfaction and punctuality.

 AIM Insights can also tell you about the results of Direct Report 1:1s. A good manager should be holding regular 1:1s with their staff in addition to performance reviews. During these, you can find out how direct reports feel about each other. Is there a specific individual who all of their peers appear to look up to? Do they serve as a point of contact before the manager is contacted? Is there a sense of mutual respect? If so, consider looking at this person for managerial potential. Their individual 1:1s should also lend a lot of information. Someone who is willing to take credit for their work, but also split credit shows promise. Humility is a good value, since hubris can result in a negative impression with other coworkers.

 Ambition is also a good quality for a manager. Managers are often planning for the future, especially for organization-wide success. However, without the sense of delegation, they may face burnout, so prioritize that as well. 

 In order to help candidates achieve their potential, there are a few things to consider:

Creating a manager doesn’t happen overnight. It’s a long and tedious process and starts with identifying a good candidate. After that, with some empathy and education, a team can be much better equipped for the future, with both an in-house managerial candidate, and one that knows them very well. 

With the ChatGPT revolution upon us, many business leaders have been wondering if there can be a productive application of AI (artificial intelligence) within their business.

Sure, AI can help students plagiarize an essay into a good grade,
but can it help companies increase their teams’ productivity?

One option that my team at Ambition In Motion has been testing is
integrating AI into our goal setting system via our AIM Insights program.

Here’s how it works. Every month we ask the direct reports of a
leader to input their goals. We ask direct reports to determine their own goals
(as opposed to the manager) because research shows that people who set their
own goals are much more likely to achieve them. 

This has been a great system so far, but one challenge is that not
every employee is adept at consistently setting SMART (Specific, Measurable,
Attainable, Relevant, and Time-bound) goals. The issue is that while most
people can understand the idea of a SMART goal, it takes practice to get
comfortable setting and achieving SMART goals each month. 

Some managers believe that their employees are incapable of
setting SMART goals. In those cases, those managers are likely micromanaging
and haven’t figured out how to find a balance between their perfectionist
ideals and the practical reality. People are more than just automatons, and
that kind of treatment builds resentment and enables reactive behavior instead
of proactive behavior. 

Employees that can independently set their own SMART goals have a
massive ripple effect on the entire company. When employees set their own SMART
goals, their leader trusts them and doesn’t need to be constantly looking over
their shoulder to make sure they are on track. 

When leaders aren’t constantly looking over their direct reports’ shoulders,
they can effectively lead more people and focus on tasks that can have a
multiplying effect on the business. 

Lastly, both leaders and employees can achieve greater balance
with their work. As opposed to checking, re-checking, and re-checking again a
direct report’s work, the time both leaders and employees are working can be
effectively utilized and allow them to stop working at reasonable hours.

How do we get to a point where employees are autonomously setting
their own SMART goals?

AI!

When a manager sets goals with their direct reports, the manager
thinks that their direct reports are fully participating in the goal-setting
process but in reality, that manager is setting the goals for their direct
reports. Essentially, those managers are enabling their direct reports to not
think for themselves and come up with their own goals and instead tell them
what they want them to do.

This is micromanagement.

The best leaders share an objective that their team needs to
achieve and the key results that they believe it takes to achieve that outcome.
They then empower their direct reports to achieve those key results in whatever
fashion they deem fit. Remember, you are paying these people for their skills
and expertise: learn to trust their instincts.

This leadership style works when direct reports know how to
effectively set SMART goals. It falls flat when employees don’t know how to set
SMART goals.

The reason why AI can be so powerful in this process is the
immediacy of the feedback.

Behavior change and positive habit formation occur when one’s
pattern is disrupted and the feedback they receive is immediate.

Leaders could make themselves available immediately after a direct
report has set their goals to share their feedback on whether the goal is SMART
or not, but that is incredibly time-intensive and not conducive to the leader
achieving their own tasks that they need to focus on. There is interesting
research from Cal Newport on the mental residue people build when they switch
tasks throughout the day. If a leader were to take this route and make
themselves available every time an employee sets a new goal, they would be
constantly switching tasks, building mental residue, and diminishing their own
productivity.

Essentially, leaders are busy and there needs to be a better way
for employees to get immediate feedback on their goals.

AI changes all of that with the immediacy of feedback. In our AIM
Insights program, when employees set goals every month, our AI integration
gives those employees immediate feedback as to whether or not their goal is
SMART. If it is SMART, AIM Insights gives immediate positive reinforcement to
employees that their goal is SMART. If it is not SMART, AIM Insights gives
employees suggestions on how they can re-write that goal as a SMART goal. 

This AI integration into AIM Insights has increased the number of
SMART goals set by employees, their ability to autonomously set SMART goals on
their own, and subsequently, those employees’ and leaders’ productivity.

The ripple effect ramifications from this type of innovation can
be huge for the productivity of teams. Sure, employees will be more productive
in less time worked, but they will also be more resilient. 

Employees (and really everyone) tend to be resistant to change, so
when a company pivots their business model or the way they work, there is
always some amount of resistance that is met with the proposed change. 

When the process in which employees set goals doesn’t change, only
the objective, they are more likely to embrace the change in direction because
the way in which they set goals and achieve key results doesn’t change. The way
in which they work doesn’t materially change, only the objective and key results.
This makes for a more resilient team and that’s able to adapt to change. 

This can positively affect the way in which companies integrate
people and strategies during mergers and acquisitions, enter new business
opportunities and markets, succession plan and promote people, and any other
action that might disrupt the way in which employees currently work.

Companies and leaders that can quickly adopt AI into productive
applications will give themselves a major boost into the future.

In today's highly competitive business environment, exceptional leadership skills alone may not guarantee promotions. Many great leaders often wonder why their efforts and capabilities go unnoticed when it comes to advancing their careers. 

Many outstanding leaders find themselves facing a common hurdle: effectively communicating their leadership capabilities to key decision-makers. 

Leaders often encounter struggles when it comes to effectively communicating their leadership abilities. These challenges can hinder their ability to showcase their skills, connect with their teams, and gain recognition for their accomplishments. 

However, by addressing this challenge head-on and employing strategies to enhance their communication skills, leaders can distinguish themselves from the crowd and increase their chances of promotion.

The key lies in their ability to effectively communicate their leadership prowess and demonstrate their impact. This is where AIM Insights, a cutting-edge performance management tool, comes into play.

While possessing remarkable leadership skills, extensive experience, and a track record of success, great leaders may struggle to convey their true potential to key decision-makers. This communication gap can impede their promotion prospects, leaving them feeling undervalued and overlooked. 

AIM Insights provides actionable insights and metrics to leaders and organizations to help them improve performance, enhance communication, and drive results. AIM Insights is a robust performance management tool designed to address the challenges associated with effective communication of leadership capabilities. 

By harnessing the capabilities of AIM Insights, leaders can differentiate themselves and significantly improve their chances of promotion.

 

Here are 5 reasons why AIM Insights is the tool to help you best communicate your leadership capabilities:

AIM Insights provides leaders with a comprehensive array of performance metrics, enabling them to track their achievements and demonstrate their impact. These metrics encompass key performance indicators (KPIs), employee engagement levels, project success rates, and financial performance, among others. By utilizing AIM Insights, leaders can quantify their contributions and showcase their ability to drive tangible results.
2. Objective Self-Assessment:

AIM Insights facilitates objective self-assessment by allowing leaders to evaluate their strengths and weaknesses with precision. This valuable feature empowers leaders to understand their leadership capabilities better, identify areas for improvement, and capitalize on their strengths. Armed with this knowledge, leaders can refine their communication strategies to effectively highlight their competencies and achievements.
3. Goal Alignment and Progress Tracking:

AIM Insights facilitates alignment with organizational goals and tracks progress towards them. By clearly demonstrating how their leadership initiatives directly contribute to overarching objectives, leaders can position themselves as valuable assets to the organization. This alignment showcases their strategic acumen and reinforces their commitment to the company's mission, setting them apart as leaders who comprehend the bigger picture.
4. Real-Time Feedback and Coaching:

AIM Insights incorporates real-time feedback mechanisms, enabling leaders to receive timely insights on their performance. This feature facilitates continuous improvement by highlighting areas that require attention or development. Through constructive feedback and targeted coaching, leaders can enhance their leadership communication skills, making them more effective at conveying their capabilities to decision-makers.
5. Dynamic Reporting and Visualization:

AIM Insights offers dynamic reporting and visualization tools that transform complex data into compelling narratives. Leaders can leverage these tools to create visually appealing reports and presentations, effectively conveying their accomplishments and impact. By presenting data-driven insights in an accessible and engaging manner, leaders can make a lasting impression and capture the attention of key stakeholders.

Leaders face the challenge of effectively communicating their leadership capabilities to secure promotions and recognition. By acknowledging and addressing these communication struggles head-on, leaders can distinguish themselves from the crowd. 

Employing techniques such as crafting compelling narratives, emphasizing results, fostering effective listening, embracing authenticity, and continuously honing communication skills will enhance leaders' ability to communicate their unique leadership capabilities. 

AIM Insights, a powerful performance management tool, empowers leaders to overcome these obstacles and distinguish themselves from the crowd. By utilizing AIM Insights' comprehensive performance metrics, objective self-assessment, goal alignment, real-time feedback, and dynamic reporting features, leaders can enhance their communication of leadership capabilities. 

Through the utilization of AIM Insights, leaders can position themselves as high-impact performers, increasing their chances of promotion and ensuring their exceptional leadership skills are recognized and rewarded accordingly.

"I'm struggling to find motivation to go to work, I don’t know what to do. Any advice?" Maria recently faced a significant setback at her workplace. Maria was overlooked for the top position within her organization despite being highly qualified and receiving encouragement to apply. 

Maria had put in considerable effort to secure the role, so when the decision favored another candidate, it became a public letdown that not only affected her personally but also led them to question the priorities of her leadership. While she contemplated resigning, her dedication to her team and the ongoing projects held her back; she was determined to see it through. 

Moreover, Maria had financial incentives, including a bonus and stock vesting, that made staying for another 9 months advantageous. With the job market appearing uncertain, she felt hesitant to make a hasty job change. Therefore, she opted to remain until the end of the year. However, she’s currently grappling with the challenge of moving beyond her disappointment and discovering the enthusiasm to face each workday.

Maria is not alone. Experiencing a promotion setback can be a challenging and disheartening experience, especially when someone new is chosen over for a position you felt you deserved. However, this setback doesn't have to define one’s career journey. 

It's natural to feel a mix of emotions, including disappointment, frustration, and even self-doubt. Acknowledge these feelings without judgment. Create a space to process these emotions, whether through journaling, talking to a trusted friend, or seeking professional guidance. Remember that all emotions are valid and a natural part of the process.

2. Take a Step Back

Resist the urge to make impulsive decisions. Take a step back to gain perspective. Consider the bigger picture of one’s career trajectory and the organization's goals. Find out if this setback truly outweighs the positive aspects of one’s current position. By allowing more time to process, there’s capability of making a rational decision.

3. Find the Reason Behind Not Getting a Promotion

Actively explore what went wrong, evaluate the situation appropriately, and consider what could’ve been done differently if given the chance. They also gather feedback from a wide variety of people (including superiors, peers, and subordinates), making it clear that they want honest feedback, not consolation.

Approach your superiors or colleagues for constructive feedback on your performance and candidacy for the promotion. Honest feedback can help to understand areas for improvement and self-development. Use this feedback to create an action plan to enhance your skills and competencies.

4. Weigh the Options: Stay or Move On

After gaining clarity, weigh the pros and cons of staying with the organization versus seeking opportunities elsewhere. Consider the culture, work-life balance, growth potential, and alignment with long-term goals. Remember, setbacks are temporary roadblocks that can lead to new paths for success.

5. Utilize Data and Metrics

Quantify achievements by using performance metrics and key performance indicators (KPIs). Tools like AIM Insights can help to benchmark performance against industry standards and the organization's expectations. Use this data to illustrate one’s individual contributions and potential impact on the organization.

Consider how your performance compares not only within your organization but also across industries. AIM Insights highlights instances where you've demonstrated leadership, innovation, and adaptability. Showcasing achievements will position you as a top candidate for future promotions.

6. Transform Setback into Motivation

Use the disappointment as a catalyst for personal and professional growth. Set new goals for skill development, leadership qualities, and innovation. Focus on self-improvement and demonstrate prolonged commitment to continuous learning and growth.

7. Network and Mentorship

Build a network within and outside of the company. Engage in conversations with mentors and peers who can provide guidance and insights. Networking can open doors to new opportunities and perspectives, aiding professional development.

8. Set Clear Career Goals

Refine career goals based on personal experiences and the insights gained from this setback. Create a roadmap for where you want to be in the short and long term. AIM Insights is an example of a platform that can easily align goals with the organization's objectives, ensuring a mutually beneficial partnership.

Setbacks are a natural part of one's journey, and each of these steps can assist an individual in accessing wellsprings of value and motivation. These resources can aid in navigating through moments of disappointment and empower the individual to seize control, optimizing their circumstances and progressing according to their preferences. Additionally, maintaining a positive attitude has the potential to distinguish the individual and position them as a valuable asset to a respective organization.

Remember that setbacks are temporary, and with the right mindset, you can navigate the challenges and emerge even stronger in your professional journey.

Jonathan recently got promoted at a Fortune 500 company and will be supervising the team he was previously a member of. The promotion was achieved through Jonathan’s consistent hard work and his dedication to improving his skills. However, many other members of the firm, including some of Jonathan’s team members who were also qualified for the position also applied. Mary, one of Jonathan's teammates, also applied for the role. She and Jonathan have had a poor work relationship for a while - even before Jonathan was promoted - essentially, both Jonathan and Mary are in sales and Jonathan was working on an account that he was assigned to and had been working on for months. Mary connected with an employee of that company at a networking event, didn’t notify the team, and ended up closing the deal. She essentially stole the business that Jonathan had already laid the groundwork for.

Although Jonathan is excited to take on this new role, he has some reservations about how Mary will treat him now that he oversees her. Mary has already made several comments indicating she doesn’t believe Jonathan is deserving of the promotion and that she would be better suited. 

When managers are placed in a situation similar to Jonathan’s several actions can be taken to set them up for success: 

Articulate expectations for team conduct specifically as it pertains to supporting one another and working together. Emphasizing to team members that they should direct any concerns they have to their manager can help to prevent gossip from being spread and allow actionable steps to satisfy tangible concerns. Failure to mitigate problematic behavior early on may only lead to continued disrespect and issues in the future. 

If any team member is similar to Mary, arranging an individual meeting with said team member can directly address the issue. During this conversation, it is important to ensure it is an honest discussion about the situation and emphasizes the importance of working towards a common goal. Although an open discussion is best, being straightforward when explaining that unprofessional behavior is not welcome will best communicate the severity of their actions. Be transparent about expectations and don’t hesitate to directly address the underlying issues from the past. When doing so, be sure to base this portion of the discussion on direct observations of their actions and remain as objective as possible. 

This change in dynamic can serve as a fresh start for any previously poor relationships with peers who are now direct reports. Articulating hope for a more positive relationship going forward can encourage a better attitude as well as remind them that a manager's goal is to support the development of their direct reports. 

When dealing with a direct report whose problematic behavior is relatively mild, offering to develop a growth plan can shift the relationship in a more positive direction. Developing a plan to continue to build skills and allow the direct report to be a stronger candidate for promotion in the future will demonstrate faith in the direct report's abilities. Dedicating time to help a direct report fulfill their professional goals also serves as an opportunity to build a foundation of trust. 

It can be very difficult to change someone’s perception, so remember that it may take time for a direct report to build trust and respect. Forcing a relationship with a colleague that there were previous issues, may only harm the relationship more. Allowing time for everyone on the team to be accustomed to their new manager is valuable, however, time is not an excuse for someone to blatantly disrespect their manager. 

Navigating relationships with difficult colleagues and treating them objectively can take time and consistent personal evaluation. Adjusting to different relationship dynamics with friends and work and previous team members can also be difficult because the lines between peer and manager may appear to be blurred. 

Here are five strategies to ease the transition from peer to manager while establishing an authoritative presence: 

Promotion to leadership status is largely based on credibility and demonstrated performance and continuing to build upon this established credibility is extremely valuable when overseeing peers. Adopting a servant mentality recognizes that employees don’t work for their manager, managers work for their employees. Managers shouldn’t operate solely as someone giving orders, they should ensure the success of every member of the team for them to produce the best results. Continuous efforts to support all team members over time will build respect and expand existing credibility. 

2. Hold Individual Meetings 

Dedicate time after being appointed to the new role speaking individually with each member of the team. These conversations can be used to discuss any questions or concerns direct reports may have about the change in leadership. This can be used as a time for team members to communicate any frustrations they have and even specific improvements they wish to see in the team environment. Additionally, these conversations will be beneficial to discuss goals and build trust with members of the team. 

3. Set Boundaries 

After working together as peers, it can be incredibly difficult to encourage direct reports to see their leader as an authority figure. It is necessary to communicate boundaries with team members to ensure that they demonstrate respect going forward. While gossiping or attending happy hours together may have been frequent occurrences, it is important to recognize that a new role requires a new set of behaviors. Leaders should strive to remain approachable without having the notion that direct reports should treat them like a friend. 

Failure to set clear boundaries early on can lead direct reports to act disrespectfully and may encourage them to disregard directions received from their team leader. Implementing these boundaries later on may be difficult to enforce now that team members have gotten acquainted with treating their manager as a peer despite the differing titles. 

4. Establish Open Communication 

There may be a lot of uncertainty for direct reports on how to navigate this new dynamic reporting to a previous peer. To prevent any discomfort or stress for direct reports, new managers must develop systems of open communication. Ensuring that direct reports feel comfortable reaching out to their manager will help build relationships and encourage feedback loops. 

5. Manage Perceptions 

When managing a team of previous peers, managing perceptions can help prevent issues of favoritism from presenting in the future. While it may seem harmless to continue grabbing lunch every day with close friends at work, when a manager consistently gets lunch with certain direct reports it can demonstrate unequal treatment. These special privileges may not be brought to attention by other direct reports, but the unspoken perception of favoritism can be detrimental to team performance. Consider developing habits that are more inclusive to all team members, such as a rotating lunch schedule.  

While it may not seem valuable to adjust habits to change perceptions of direct reports, managers' actions can directly influence if direct reports buy into their manager's vision. Making changes to daily actions to reinforce this promotion to the leadership level can help promote respect and increase team members' trust. 

Adjusting to a new position takes time, but spending time to develop an approach to handling previous colleague relationships can help to ease that transition. When assuming a management role, keep in mind that it is a manager's job to support their team and continue to strive for the development of each individual, regardless of any prior issues. 

Confronting a star employee who is excelling in their current role but may not be quite ready for a promotion presents a unique challenge for leaders. On one hand, acknowledging their exceptional performance is crucial for maintaining morale and motivation within the team. On the other hand, providing constructive feedback about their readiness for advancement requires delicate handling to ensure it doesn't undermine their confidence or commitment.

Leaders who take a structured approach to these difficult conversations are far more successful at handling them. Success looks like not only maintaining a positive working relationship after the conversation, but also laying out a plan for future growth. 

Done right, it’s a win-win approach: The employee leaves with a clear understanding of where they stand, feels valued, and is equipped with a plan that motivates them to move forward. The organization also increases retention and engagement. The key is to approach the conversation with empathy, support, and a growth mindset. What does this look like? 

Start by acknowledging their efforts, validating their feelings, and assuring them that their hard work hasn’t gone unnoticed. Shift from a mindset of delivering bad news to one of developing shared understanding and distinguishing between the skills they are excelling at now as an individual contributor and how change as they develop into new leadership positions. This compassionate approach can ease the disappointment and foster a more positive, open dialogue.

For example, you can say: “I recognize how hard you’ve been working and the dedication you’ve shown in your role. I know you were looking forward to a promotion, and I want you to know that I see and appreciate your efforts. I also wanted to distinguish that the type of work that needs to be done in a promoted position is different from the work you are currently doing and I would like to see you excel in some of those strategic tasks before we move into the promotion.”

2. Support

This conversation is not merely about explaining why the promotion isn’t happening now; it’s an opportunity to affirm your belief in your employee’s abilities and potential.

Outline the positive aspects of their work. For example, you could say, “You’ve demonstrated excellent skills in your current area, and your contributions to the team have been invaluable. I believe further development here will position you strongly for a future promotion. Let’s look at what opportunities we can create together for you to develop the skills to get you ready.”

3. Growth Mindset 

Don’t let the conversation end in disappointment but rather in hope for future possibilities. A future-focused mindset will not only help identify what your employee needs to work on but also actively helps them get involved in chartering a path for future action.

You could say, “I see a lot of potential in you, and I believe in your ability to grow into your aspiring role.”

When discussing the specific reasons your employee isn’t getting their desired promotion, you need to address three dimensions: competence, potential, and perception. As you do so, anchor your conversations in where the person is now and what they need to do in order to advance. This focus on “now vs. needed” provides a roadmap that keeps the conversation constructive, supportive, and oriented toward future success.

When discussing an employee's readiness for promotion, it's crucial to consider both their competencies and how they're perceived within the organization. Competence encompasses the specific skills, knowledge, and capabilities required for a role. While acknowledging their achievements and dedication, it's important to highlight areas where further development is needed for advancement. Engage them in evaluating their current competencies and foster open dialogue about areas for improvement.

For example, you might say, "Currently, you're excelling in skill X, which is crucial in your current role. However, to progress, further development in skill Y is needed. Let's explore targeted training or projects to bridge this gap and prepare you for your next responsibilities."

Be also conscientious that by asking them to focus on the strategic leadership skills while still expecting their core individual contributor tasks to be effectively completed that they will initially be stretched a bit and potentially feel overwhelmed. By helping them prioritize their time and how much to focus on each activity, leaders can help their aspiring leaders more effectively manage their time.

Addressing common misconceptions about recognition and promotion emphasize that results alone are not enough. Perception of one's professional image also plays a crucial role. Actions are interpreted by others, and individuals have the power to shape how they're perceived at work.

For instance, you could express, "Many believe that results alone should speak for themselves in terms of recognition and promotion. While results are undoubtedly important, perception of your professional image is equally vital. It's not just about what you do but also how others interpret your actions. You have the ability to influence how you're perceived within the organization."

Overall, when discussing promotion readiness, it's essential to address both competencies and perception. By recognizing achievements, identifying areas for growth, and shaping a positive professional image, employees can better position themselves for future advancement opportunities.