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Let's start with some basic information about your transition
Check this box if you're moving to a new role within the same company
Understanding the specific situation you're stepping into
Based on Michael Watkins' STARS model. Select all that apply.
Describe the situation you're stepping into in your own words. What's the current state? What needs to change?
Select all that apply
What does success look like at the end of your first 90 days? Be as specific as possible.
What does success look like at the end of your first year?
What is your single biggest concern about this transition?
Mapping the people and structure around you
How would you describe their leadership style? (e.g., hands-on vs. delegative, data-driven vs. intuitive)
Including indirect reports
Based on what you know, how would you assess your team's capabilities? What are their strengths and gaps?
How many peers will you have at your level?
List the functions/departments your peers lead (e.g., CFO-Finance, CTO-Technology, CMO-Marketing)
Identifying the most important relationships
List 5-10 key stakeholders you need to build relationships with (beyond your boss and direct reports). For each, provide: Name, Title, Relationship type, and Current status (Strong ally, Neutral, Unknown, Potential blocker)
Cultural fit is critical for transition success
Rate the organisation's culture on these dimensions (1-10 scale)
In your own words, describe the organisational culture. What are the unwritten rules? What behaviours are rewarded? What gets punished?
How well does your natural leadership style align with this culture? Where might there be friction?
Understanding power dynamics and alliances
Who are the most powerful/influential people in the organisation (beyond the C-suite)? List names and why they have influence.
Are there visible alliances, factions, or "camps" within leadership? Describe them.
Understanding your style and experience
List your 3 most recent leadership roles before this one (Title, Company, Duration)
How many leadership transitions have you made in your career?
What's the most important lesson you've learned from previous transitions?
How would you describe your leadership style? (e.g., coaching, directive, collaborative, transformational)
Select up to 5
What are 2-3 areas you're actively working to develop? (Select up to 3)
What matters most to you in this transition
Rank these deliverables in order of importance to you (1 = most important, 7 = least important)
What are the top 3 questions you want our reports to answer?
What are your biggest concerns about this transition?
What would be most helpful to you right now? (e.g., specific frameworks, case studies, coaching on a particular challenge)
Any additional context we should know
Is there anything else we should know to provide the most valuable insights?
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After submission, we'll create your personalised Q2 questionnaire within 24-48 hours.
TransitionReady • Executive Transition Success Platform
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