How to decide to transition into leadership through four steps

You've been in your profession for years if not decades. You could be an engineer, computer scientist, financial analyst, or so forth. Do you stay into your current role, or do you transition into leadership? Of course, by leadership I mean taking on a role with manager as its title. I purposely wrote transition into leadership not into management for a simple reason. I believe that professionals in roles of authority should lead people, and they manage processes. Although you have a manager title, you have responsibilities towards your team. You lead them to success. You inspire them to seek continuous improvement through continuous learning. Leading implies you act as part of and for the team. Managing represents an off to the side style with a you versus them mentality. Manager is a title, and leader is a mentality or way of approaching problems that require team efforts. With this clarification, how do you decide if leadership is the right path for you?

Consider your Motivations

Why do you want a title of manager? Before you begin interviewing for management position, you must delve deep into that question. This is not just so you can convince your interviewers to hire you for that role. You must self-reflect, so you can make sure that you want to take on the added responsibilities that managers have. Grab several pieces of paper or your favorite note taking app. Make sure that you write down your thoughts, so you can review them on your own or with your mentor. You might find that you have several reasons for becoming a manager:

• Earn additional money
• Your current role no longer challenges you
• You enjoy mentoring and / or coaching others
• You like tackling the financial side of the business
• You enjoy giving others direction
• You find satisfaction in implementing technical strategies

Your list could include other items. It could omit some of the items here. What's important is that you truthfully write down why you want to become a leader who has an official management title. Some of your reasons could be valid, others not. By valid, I mean reasons that focus on taking a role for reasons that benefit you and others. For example, although it is true that managers tend to earn more money than regular employees, becoming a manager only for money could mean that you ignored the responsibilities that come with the role. You might think it's easy to tell other employees what to do, yet you would be in for a surprise when employees start coming to you with their problems.

Leadership: It's not just about you. You must foster an environment that ensures your team's success

Please do not get me wrong. I see nothing wrong with earning more money. Every person on this planet would argue they need more money. However, money cannot and should not be your only motivation for becoming a leader. Focus on doing your job well, and the money will follow. You will face challenges in a leadership role. For example, entry level members of your team might not know how to solve an engineering problem. Although you might be tempted to give them the solution, your better strategy would be to guide that junior engineer through the problem. Your goal would be to assist the employee in finding a viable solution. That engineer might know several possible solutions and might be stuck in deciding which one to follow. Your role as that engineer's leader is to be a coach. That can be a challenge because you would have solved that problem yourself in your previous role, and you must overcome that tendency for taking over. Additionally, you might not know how to clearly communicate the path forward. These things take practice, and not everyone wants to do that.

Of course, engineers who transition into leadership can face other challenges. For example, many engineers focus on finding technical solutions to problems that result in products. They might not have first hand experience in the financial aspects that drive customer need. How much is the customer willing to pay for a product? It might seem cool to you, yet the customer might not want it or know that it addresses their needs. How much does it cost to develop a product? What if develop costs overrun monies raised through sales? As a leader, you would need to estimate the answers to these problems and monitor over the lifetime of a product. It can be daunting for some, yet it can generate excitement for others. If you have not had experience in this capacity, I would highly suggest that you gain experience by proposing a project within your company, and managing the cost of the project throughout its life span.

Once you define why you want to transition into leadership, I suggest that you prioritize those reasons. I explain why below.

Prioritize Your Motivations

When you take on a new role, it might not address all of the reasons you took at that role. Another way to think about this is that your current role requires you to take on different responsibilities at different times. This is true for positions in leadership. Where am I going with this? You decide which of your reasons are most important for you. Then make sure they match with the role. Put another way, if you do not like working with other people, you will put that as a low priority. You will not enjoy a leadership role because it requires that you work closely with your team. However, if you enjoy helping people work though their issues, you will find fulfillment in this role.

Align Your Motivations to the Leadership Role: Your motivations will help you when the going gets tough.

Match your reasons for becoming a leader with the role itself. This exercise will help you learn the difference between what you perceive management roles to entail with reality of the roles. Although you can gain satisfaction from being a manager, you should understand that the roles have difficulties. You might need to lay off poor performing employees. You might need to inform the team of potential customers lost. However, you can bear good news. You can coach an employee who has been performing poorly to catch up before time for annual reviews. You can guide your team in making product improvements, so your company wins more customers. Much of this comes from your perspectives. Will your prioritize your motivations such that you avoid crucial conversations or do you embrace them?

At this stage, you might not be ready to decide. You might need more information to decide if leadership is right for you. How do you get this information?

Speak to Other Managers About their Roles

Start with your own manager. Seek out other managers you have worked with on projects. Ask them the following questions:

• Why did you decide to become a manager?
• What do you like about your role?
• What do you dislike and would like to change about it?
• What did you want to accomplish when you became a manager?
• What do you want to accomplish now?

Write down other questions that you believe are relevant to the role. This is not an interview for a position. You want to find out information. You want to learn the good and bad about the role. Ask as many people as you can. If you ask one person who became cynical, you might be convinced that management roles are not good for your career. Of course, you should consider their reasoning with a grain of salt, so you can understand constraints your company's culture would place on you. Make sure you take detailed notes!

Seek out other managers' insights because their experiences can help you decide if leadership is right for you

After you meet with managers, compare your notes with your motivations. How well does your perception of leadership roles compare to reality? If you still want to transition into leadership, reconsider your motivations. You might have missed something. It's important that you listen to what your managers have to say to you, as you might learn about reasons you never considered. Of course, your conversations with managers would serve as an indicator that you're interested in becoming a manager. This is an added benefit to your career, yet it is not your primary purpose for speaking to other managers.

Remember, you are on an information finding mission. If you decide that you want to become a manager (or not) during these talks, that's great for you. However, you might not be sure you are ready to transition into leadership. How do you make the final decision

Take on Stretch Assignments in Roles Outside Your Area

I've previously written on this subject. I mention it here because stretch (or rotational) assignments are ways for employees to decide if they want to transition into a new aspect of their careers. Think of it like renting to buy except you gain from the experience. You can take on a short (a minimum of six months up to twelve months) rotation in a role as a manager. The first few months will be the most challenging. You will need training and time to adjust to your new role. You need to focus on project goals from the beginning, yet your rotation manager will be there to help you. Remember that you must ask rotation managers questions. You learn not just be doing. You learn by allowing other managers to coach you. After all, they have more experience in this role, and they will help you succeed.

Stretch yourself beyond your comfort zone. You learn new skills by being uncomfortable in situations that require success

Whatever role you take on, it is important to you do well. Few senior managers will want to hire you as a first line manager if you flounder in your rotation. That's why it's important that you ask questions, as this allows you to get continuous feedback. You will course correct as needed, and you will learn from that experience. There exists risk that you will do poorly in your new role because it forces you to learn new skills. However, you can apply the skills you have in this temporary role. I liken this to addressing fear of heights by taking on diving. You start out by diving off the one meter high board. You already know how to swim, so you will realize that you will be fine after jumping off the board. As you develop comfort on that board, start jumping off the next board. Of course, if you don't know how to swim, you will sink like a stone. Thus, you must take on a rotation in an area that allows you to develop new skills by applying skills you've previously mastered.

If you hate a rotation in leadership, you have your answer: Do not go into leadership. Otherwise, you could interview to make your rotation permanent. Alternatively, you could use the rotation as a lateral move into a different leadership position. You will find that your discomforts fade away as you gain experience in this new role. However, I advice that you periodically increase your challenge levels. This prevents you from becoming so comfortable in your role that you become complacent. After all, you want continuous feedback, so you can make sure that you are doing as well as you think you are. Part of leadership is receiving feedback not just giving it.

Summary

In this post, I discuss how you decide to transition into leadership. You can use four steps that apply whether you are in technology, finance, operations, or so forth. First, you consider your motivations for becoming a leader. Are your motivations altruistic? Do you want only the money and prestige that comes with the role? Or, go you generally want to help other people? If your motivations focus on working with other people and helping them succeed, leadership could be right for you. Second, prioritize your motivations. You will not being doing everything you think leaders do all the time. This serves as a check that what you want to get out of leadership matches what you perceive leaders doing. Of course, you might not know what leaders really do. That leads us into the next step. Third, speak to several managers about their roles. Ask them many questions to find out why they sought those roles. You want to know both the good and the bad. Managers need to make tough decisions, and you want to know that you can handle doing that. Of course, you can coach your employees to maximize their performance. How you handle the bad aspects will depend on your perspectives. Fourth, take on rotational assignments with leadership responsibilities. This will help you decide if leadership / management is right for you. You will take on roles that require you to lead others. You will need to learn quickly on the job. You will risk failure, yet your rotation manager will help you learn. You need to be brave and be willing to receive feedback. However, this will prepare you to becoming a manager. Look to your overall fulfillment in the role. If you enjoy providing technical guidance to your team and reporting status up to your managers, leadership could be right for you. I wish you best of luck in your career.

Do you want to learn more about engineering, career advancement, and leadership? Please read my prior posts on this subject:

• Why do emotions matter in our career? Give pause to your emotions using a four letter word
• How You can Lead Your Team to Success with Four Effective Leadership Principles
• Avoid the Complacency Trap Using Four Important Concepts
• Overcoming Introversion in Three Counterintuitive Steps
• How You Can Successfully Propose Your Engineering Projects using Five Principles
• Definitive Guide on Boosting Careers: How to Find Stretch Assignments
• Accelerate your career through stretch assignments 
• How to Market Yourself for Larger Paychecks and Promotions
• How to Evolve Your Stagnant Career towards Exciting Fields in STEM
• How to Turn Cynicism into Positive Action
• Sometimes leadership means cleaning up the mess you created
• Learn from your mistakes to build on your experiences

Overcoming Introversion in Three Counterintuitive Steps

We live in a society that rewards outgoing people. In her TED Talk "The Power of Introverts," Susan Cain notes this was not always the case, as the drive towards rewarding extroverts began in the twentieth century with the rise of big business. Outgoing people, namely extroverts, get rewarded for their actions. Our society looks for people who are willing to take charge. To paraphrase Cain, even though introverts can solve difficult problems, teachers and counselors encourage extroversion, and introverts can be viewed as problem children. For introverts, this can be a difficult pill to swallow. I should know: I consider myself an introvert. Yes, I can become extroverted in some situations, and people exhibit qualities of both introverts and extroverts. Like many self-proclaimed introverts, however, I can feel drained after going through situations that require me to act like an extrovert. I know leaders who identify as introverts, and this post offers guidelines to help you thrive despite your introversion.

Self-realization: There are times and places for introversion 

After all, introversion is a personality trait, not a disorder or disease. I'll note just like Cain that introversion can be viewed as a disease. I've made this observation out of frustration when I'm unable to get out of my own shell. One should not view introversion as a disease or weakness that should be removed from the body. Rather, the first step an introverted leader takes means that the leader realizes there are times and places for introversion. This is no easy task, as many introverts note that they wish they could control when they must act instead of ruminate on the situation. Look, I go through this myself. Whenever I write an article, I prefer to write in solitude because I can focus my attention on transforming my thoughts onto the screen. Unfortunately, life demands that we address other people's needs, and there exist times when we must put aside the task we feel most important now. Anyone with a family can attest to such situations. For example, I often get home before my wife, so I'm the one who cooks dinner. "I'll wait for dinner to cook," said no hungry person ever, so my priority shifts from writing to cooking when I know my wife is coming home.

Self-reflection: Figure what drives one's introversion.

Ironically, a second step of sorts is to think about why you feel comfortable as an introvert. It could have arisen from a situation you encountered during childhood. For example, when I was in elementary school, my parents owned a time share in Del Mar, California. I met a boy about my age, and I started hanging out with him. I enjoyed spending time with this young man -- almost to the point where I would follow him. Unfortunately, I overheard him talking to his mom about this kid who was clingy and wanted to go wherever he went. I heard what he said, and thought "that sounds just like me, so it must be me." Instead of confronting him and figuring something out, I chose to close myself off and not speak to him again. Not because I felt angry at what he had to say, but because I felt embarrassed for being too close. Thus, introversion became a defense mechanism that I used to shield myself from rejection. Through reflection, you can figure out why you choose introversion, and you must confront your fears even if you fear you will falter. You will face pain and rejection at times. To receive recognition for your leadership skills, you must risk shattering your perceptions that you hold dear. Figuratively speaking, you might feel like you're putting yourself in danger.

Growth-mindset: Be bold through uncomfortable situations

Actions follow reflection. This brings me to a question: once you realize the situation calls for appropriate social behaviors, how do you prepare yourself? Practice, practice, practice! I'm serious. If you feel uncomfortable in situations that demand you shift towards extroversion, you must put yourself in situations that force you to do this.  You can do this in one of many ways, I list a few below:

• Take on stretch assignments in areas outside your current job
• Find a mentor in a position of leadership whose background differs greatly
• Socialize as often as you can.
• Write down your thoughts before attending meetings

As I've discussed in previous articles (why you should do stretch assignments and how you find the best stretch assignments), taking rotations outside your comfort zone force you to directly face your fears. Take on short term projects where you interact with customers or project management. You risk failure if you do not interact with other people. This can feel daunting at first. In fact, I argue that if you do not think "why did I put myself in this situation?" within the first one or two months of a rotation, you do not stretch yourself far enough outside your comfort zone. Something to remember: You lead a team, and your team wants you to succeed. Seek them out for their advice. Seek the manager you report to for advice. It is not weakness to ask for help. As Peter Bregman notes, "needing help — asking for help — is an essential part of being a leader," and the idea that leaders only help others and don't need help themselves is not true. "The reality is that leaders who don’t need help have no one to lead. People feel good when they help. They are inspired when they are needed. They don’t think less of the people they help, they feel more connected." If you want to feel closer to your team, this means you must reach out to them in your time of needs. This will build trust.

Seek your team's feedback: Build their trust while learning to feel comfortable reaching out to them

I believe in the power of mentorship. When I had my first job straight out of college, I did not have a third party to express my concerns. I felt lost in the jungle called a large company. I would wager that extroverts feel the same way when joining a large team. After all, it is human to feel uncomfortable in new situations, and every person's personality consists of a combination of introverted and extroverted traits. Find someone to mentor you even if for your first couple months. In a new situation, a seasoned employee can show you the ropes: forms you need to get processes started, training classes you need, managers who can approve documents such as parts order forms. My point here in seeking out informal mentors is that you can make lasting professional friends who can help you shift from being a new employee to an experienced one. Who knows, maybe you'll return the favor some day.

Of course, a temporary mentor can get you so far. I would suggest that you seek out a leader who can guide and maybe even coach you. This leader should be one level above your current manager. Yes, this can feel uncomfortable especially if your prospective mentor lives directly in your chain of command. However, you will need to report status to managers anyway, so why not seek their advice? Every leader is a person, and they all started somewhere. The CEO of your company, for example, was once an entry-level person who made mistakes and got less then stellar feedback from their managers. However, that CEO stuck through the tough times, learned from their mistakes, and used constructive criticism as opportunities for improvement. Do not fear making mistakes. You will take risks, and you will naturally mess things up. The important thing is for you to share your concerns with a mentor you develop trust with, so they can point out how you can best learn from those situations.

Anita Campbell at American Express notes that "it can be a good idea for you to step out of your comfort zone every now and then." You can do this by socializing with your coworkers. This can take the form of hanging out during lunch or going to happy hours together and schmoozing. Do not be afraid to share personal details about yourself. This will take practice because you might not know how much information is too much. No one wants to know about that large growth on the back of your neck, or your constant indigestion, for example. However, you can talk to them about your hobbies, your family in positive light, exciting things you did last weekend, and so forth. The point here is that you share personal information, so your team feels connected with you, and you with them.

Bonus: Prepare for your meetings by writing down your thoughts.

Before meetings, write down your thoughts. OK, you can think of this as a bonus step: Create a personal agenda of topics you want to discuss to ensure that you address them. I do this whenever I meet with my mentor or a manager. This at the least makes sure that I do not forget to address concerns I might have. When you develop a meeting rhythm with your team, you might find that you might not need to write all your thoughts down. You get into the habit of discussing issues with your team on a regular basis. However, it is a good idea to write down your thoughts before important meetings.

Remember, it is not easy for introverts to become extroverts. It will not happen overnight. Despite what other people say, it is perfectly acceptable for you to be introverted. You should remember, however, that you will need to be outgoing in many situations. I did not explicitly state reasons why you need to be less introverted when needed, as I assume you already know this. For example, you could get passed up for promotions when compared to an outgoing coworker who shows no fears of speaking their mind. If you practice these steps, you will find it easier to reach out and be active in a team. You will make mistakes: I know, I've made mistakes by going back into my comfort zone when I should have asked my program manager and team members questions each day. However, the funny thing about stepping outside of your comfort zone is that you expand it. Just don't forget to stay in that new spot. You will need to continually need to go outside, and you might reach a stage where you look forward to doing that. I wish you the best of luck!

Do you want to learn more about engineering, career advancement, and leadership? Please read my prior posts on this subject:

• How You Can Successfully Propose Your Engineering Projects using Five Principles
• Definitive Guide on Boosting Careers: How to Find Stretch Assignments
• Accelerate your career through stretch assignments 
• How to Market Yourself for Larger Paychecks and Promotions
• How to Evolve Your Stagnant Career towards Exciting Fields in STEM
• How to Turn Cynicism into Positive Action
• Sometimes leadership means cleaning up the mess you created
• Learn from your mistakes to build on your experiences

Will you disregard important relationship advice?

I want to give. In life, it's the relationships that we form with each other that matter. We need to develop close relationships with other people. They could be our spouses, children, friends, or co-workers. We are not meant to sit alone in boxes isolated from the rest of the world. We often bury our heads in our phones or get sucked into video games or what not. It becomes easy to get frustrated with others and choose isolation. How is this affecting us as a society? How does it affect us as individuals?

I'm not sure how to answer the first question. Okay, I recant my previous statement: I can answer the question. I'm convinced my answer will stand the heat of logical debate. The lack of relationships makes us poor. We become poor in compassion, generosity, and caring for our fellow human beings. I know there exist plenty of examples of people helping others. That's great, and I make the world a better place one person at a time. Yet, I see so many examples of people hating other people for one reason or another. They're Mexican. They're Jewish. They're Muslim. They're LGBTQ. They're whatever they may be, perceived to be different and thus a threat. For each type of person, the haters give reasons for expressing their hate. They're going to take our jobs. They want to replace us. They want to kill us. They live in sin. So many reasons to hate, yet how well do you know these marginalized groups? Will they take our jobs? Do they want to replace us? Do they definitely want to kill us? Do they actually live their lives in sin?

Develop close relationships with people and get to know them better. Think of all the ways we can make this world a better place by listening to other people's stories. Visit a local mosque and learn how their congregants are attempting to live their own lives in peace. I know co-workers who are Muslim, and I respect them because respecting others is the right thing to do. For those haters of Jews, I can tell you I have no intention of replacing you. (Yes, I'm Jewish. I'm proud of it, and I'm not going anywhere because the United States of America is my home.) In fact, I'm trying get through this struggle called life like everyone else. I have a wife whom I love and have arguments with over and over again. It is outright difficult. Forming close relationships means you have to be vulnerable. You must admit your flaws and mistakes. (Click to Tweet) You must put yourself in the shoes of the other person even should they lack feet.

How does this lack of contact with other affect us as individuals? It makes us feel small and insignificant. What can I do, so future generations remember me despite being one out of billions on this planet? I see many ways to do this: become famous, write books people won't forget, do heroic actions in the face of danger. After thinking about this, I tend to think this is a wrong approach. Instead of being important to billions of people, I should become important to a few close people. One must develop close and intimate bonds with my family and friends. You should do wonderful things showing compassion, love, and generosity. This will make you remembered by future generations. What I mean is that you should not forget the people who love you. You should not forget that there are people in this world who are different. You can improve their lives through simple acts of love and kindness. Form close relationships with people who are not like you. Learn their cultures. What does it mean to be Hispanic? To be Jewish? Muslim? LGBTQ? Put whatever preconceived notions you might have aside. Get to know them as individuals.

Forming close relationships and bonds with other people is a never ending task. There will always be haters, yet there will be people yearning for close friendships. We will continue getting into arguments with our loved ones, yet we can work through those issues. Be vulnerable. Know that you will make mistakes, yet take responsibility for them. You should learn with the intent to improve yourself and your relationships. Get to know others, so you can know yourself. It will hurt at times. That is a risk you must take to develop your friendships and loving bonds.

Our world can be a good and nasty place. Many people what to do harm to others. This was true in the past, it is true now, and it will be true in the future. You can improve our world by showing love and kindness to one person at a time. Imagine a child who bullies others because their mother recently died. The father retreats into grief by displaying anger. If you can coach and mentor that child, show them love. Let the child know their father loves them, and it is okay to grieve a loved one.

Quite often, people choose hate because they feel isolated and unloved. You cannot reach each person who closed their hearts, yet form a bond with that person. This individual might have become the instigator of the next mass shooting had you moved on. Instead of responding with anger, invest time to understand their hate. You might need to reach within yourself and understand why you respond the way that you do. This is an opportunity for you to show them you are there for them and care. Open their hearts with patience, kindness, understanding, and compassion. You can improve the world one person at a time. (Click to Tweet)

Remember, our time on this planet is finite. Although future generations might forgot you and me, we must make positive impacts. Be positive forces in the lives of those close to us. By showing examples of kindness and compassion, they in turn will do the same. Not every single person we influence will do this of course, yet one or two will, and the pattern will repeat. Thus, you can have a great positive impact on the world by forging a few meaningful relationships. After all, quality not quantity matters.