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Are You Ready to Change Roles Within Your Company?

You’ve proven your worth at your current company, and you’re ready for a new challenge! Whether you’re moving up or moving out of your department, effectively transitioning to a new role requires some careful planning. If you’re looking to make a move, use these tips to set yourself up for success.

  • Do your research. The grass isn’t always greener on the other side, and even if it is, you need to make sure your company will let you feel that grass between your toes. First, understand your company’s policy on internal transfers. Some companies require you to be in your current position for a year or to have your manager’s approval before you move. Be sure you’ve checked all your boxes! This includes researching your would-be position: talk to coworkers, supervisors, and the incumbent, job-shadowing if you’re able. Make sure the position suits you before you go for it.
  • Talk to your boss. You might be wary to discuss transferring roles until you have a sure thing, but your boss can be a powerful ally. After all, it’s part of your boss’s job to give you the tools and support you need to succeed. If you don’t have the best relationship with your boss, or if you need permission to transfer, frame your role change as a benefit to the company. And remember, your boss will find out if you apply for another job within the company, and may not look kindly upon your doing it on the sly.
  • Prepare for your interview. Don’t assume the transfer is a given because you’re an internal candidate. You don’t know who else has applied or how strong the external candidates are. This means you need to prepare for your interview, even more because you are an internal candidate. Be mindful of professional dress, posture, and language—don’t get too casual, particularly if you know your interviewers. Draw connections between your skills and the job requirements, ask thoughtful questions at the end, and be sure to send thank-you notes!
  • Stay positive if you aren’t able to transfer. Of course it’s disappointing if your boss denies your request or if you aren’t selected during the interview process, but chin up! Take a few days off if you’re having trouble controlling your emotions. Sulking, trash-talking, or slacking off will only hurt your chances next time you apply for a change. Nobody wants to promote a poor sport!
  • Ease the transition if you are selected to move. Before taking any official steps, check with both your current boss and your future boss, who may have a specific tactic or time frame for announcing your move. Then you can tie up loose ends in your job and transition any projects. Keep working hard in your current position until your last day, because leaving a mess will not help your reputation. You can also start preparing for your new role by introducing yourself to your team and by asking your new boss what you should be reviewing or researching before you start.

With some careful planning and a bit of follow-through, you can make your job transition a stunning success. Good luck in your new role!

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