I was fortunate enough to move into my current role when a colleague of mine, who is also my mentor, role model and friend, commenced maternity leave in late 2010. I was so excited for the opportunity to follow in her footsteps, to get a real feel of what she did and to see if I could also do it to the standard she did for so many years. I remember dedicating 2011 to my career, telling my friends that it was the most important thing in my life at that time, and it was a huge transition and tough on my husband for a few months at least, but so well worth it. I had reached my goal of being an EA to the CEO of a company by the time I was 25 and I really wanted to do it well. I was able to shape a position into something that worked for me and my Manager, and it has definitely been the most rewarding role, and a role that out of everything I’ve done has been the best fit for me. I have been lucky to work for a company I love, with people I like and care about, and for a Manager I believe in and can have a laugh with. I actually don’t think I have worked so well with anyone in the past, as we are more aligned to the same strengths. (You can read more on the different types of people and how you align to your Managers personality, on my “How to Approach People by their Character Strengths” post) It has just been a wonderful fit for me.
It is with a bit of sadness and excitement that I wrap up this particular role. And while I create procedures and get everything ready for the 2013 year, I can’t help but think of beginnings and endings. I’m getting really excited for my colleague that is now stepping into this role, as it really is a fantastic job and opportunity, and I feel it will be so rewarding to her also, just as it has been for me. And yet I’m missing out on what’s ahead for our office, and leaving a great foundation and role I love and feel as though I have changed and built. Yet I wouldn’t want to be anywhere else but starting a family with my amazing husband right now. Besides the fact that I’m well and truly ready at 36 weeks for this baby to come already!
In the past, when you have wrapped up your role, be it for a promotion into another role in the same company, or moving jobs and the company, how have you gone about the process? For this transition, I have created an A-Z reference guide where anyone can easily reference a word and find out all the detail to do with it. It contains everything from my Manager’s Son’s birthday, to his Hairdresser’s name, to his preferences with his inbox and each procedure required for the role, from credit card expenses to travel agenda’s, acronyms and fyi’s. (I.e. You can search for information on my companies Executive Management Committee Meeting by searching under E for EMC (the Acronym), E for Executive Management Committee, or M for Meeting, S for Secretary. The possibilities are endless.) It’s an idiot’s guide to the role, designed so if a temp was in the office at short notice they have every single piece of information required in front of them. It’s 25 pages long, with added hyperlinks for each procedure – some of which are about 15 pages long each, making it an absolute overload of information. I know the person moving into my role doesn’t need this level of detail and could easily do the role if I didn’t create it and with little or no direction from me, but it has given me and my Manager the piece of mind that my company knowledge isn’t lost.
What have you done in the past to transition your role to someone else? What do you recommend because it worked well for you? If you had a wishlist of things that would have been completed when you stepped into a new role, what would they be?