2 – Understand the purpose and culture of your organization. Examine how your organization’s mission, values, and culture shape expectations for your leader role. What unspoken rules or norms might be influencing your behavior? What might be the spoken or unspoken rules of engagement for leaders in your environment?
3 – Consider stakeholder perspectives. Reflect on key stakeholder perceptions and expectations for your role and assess how you are managing these. In addition, consider – and separate yourself from – projections that others might unconsciously send your way. These projections are their concern, not yours. One CEO we coached said she felt she went from “being everyone’s friend to everyone’s punching bag” within a month of taking up her new role. The way she was seen from one day to the next belonged to the role, not her. To take up your role effectively, you must manage the perceptions and projections of others and serve as a “container” that can hold the anxieties and tensions of the organization. This requires the ability to acknowledge how others see you without internalizing their views about you or taking them personally.
4 – Discover your role relationship. Pay attention to the overlap between your “self” and your role and notice the intersections. Are there moments when the organization’s pressures feel at odds with your values or identity? Are there parts of your role where you truly feel you and in the flow? Taking up a role requires balancing who you are as a person with the role’s demands. Leaders who over-identify with their roles risk burnout or losing their authenticity, while those who dis-identify may become disengaged or ineffective. This balance demands self-awareness and a willingness to reflect on how your values and identity align with the organization’s purpose and culture.
5 – Take (more) agency – reframe and redefine. Sometimes, being successful in your role means redefining its boundaries by understanding what you are willing and unwilling to do. Think about what expectations or projections you can or cannot accept. Are there ways to align the two more intentionally or manage the discrepancies without losing yourself and being overwhelmed?
Take, for example, the CEO who was greatly admired. He was an accomplished engineer in the energy industry and ran a very profitable business that operated a bit like an extended family. When the business was taken over during an industry restructuring, he was forced to make many people redundant. As the third wave of redundancies loomed, he suddenly quit, saying that he wasn’t in the business of ruining people’s lives. He didn’t want to continue the role of the executioner on behalf of the new owners. His values – what he brought to the role – no longer aligned with the new role’s expectations.