Dear boss ladies, need tips to ensure I can keep my current DR encouraged and motivated. I am introducing a new leader in the same portfolio and dividing the portfolio between my current DR and new DR. Right now, current DR has the full portfolio but have not been able to do justice to the work. I am sending an intro email for new leader and don’t want to run the current DR the wrong way. Pls share example sentences I can use in the email to keep both encouraged and motivated

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Speak with your current DR first so they aren’t blindsided. Phrase it as you’re helping their workload, not that they are being replaced due to inadequacy. Show them where you do value them. Reposition accordingly.

Think about how you would want to be treated, as a human, in their shoes.

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Explain clearly how the portfolio will be divided and what good looks like for the split portfolio so that current DR knows they still have responsibilities and goals to work towards

helpful

You know what, use this occasion as a medium to hold them accountable and probably have a check in meeting to show progress and agreed upon outcomes. This way they won’t be suddenly surprised what’s going on with check in meetings and would know this is how things will work now that there is another DR so it makes sense to have check in meetings with both.

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As someone who has been on the receiving end of something like this, I would suggest the following (and I was someone who was extremely thankful for some of the work being off loaded)

1) Treat this as if both the original DR and the new DR are brand new. Set the expectations, review current protocols, explain what success looks like.

2) explain what the plan for transition should look like - which DR is working on what, how long the knowledge transfer should take and how long the new DR should be functioning solo

3) what kind of reporting is expected from both individuals at this point. How it will be tracked/measured, and how you are measuring success

The reason for the above is help the original make the transition. And now that the original DR has time to do things, a reminder of what is expected is beneficial here. When you get so busy, you are focused on the fires so much that other things are glossed over.

Your original DR might be dealing with burnout or threatened by the changes. Maybe learning how they like their encouragement, appreciation or how to recharge would go along way.

helpful

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