- You’ve been promoted from within to the role of CIO.
- You’ve been hired externally to take on the role of CIO.
Our Advice
Critical Insight
- Foundational understanding must be achieved before you start. Hit the ground running before day one by using company documents and initial discussions to pin down the company’s type and mode.
- Listen before you act (usually). In most situations, executives benefit from listening to peers and staff before taking action.
- Identify quick wins early and often. Fix problems as soon as you recognize them to set the tone for your tenure.
Impact and Result
- Collaborate to collect the details needed to identify the right mode for your organization and determine how it will influence your plan.
- Use Info-Tech’s diagnostic tools to align your vision with that of business executives and form a baseline for future reference.
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
9.4/10
Overall Impact
$25,527
Average $ Saved
16
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Vancouver Island University
Guided Implementation
10/10
$1,900
5
Highlands County Clerk of Courts
Guided Implementation
10/10
$34,250
5
I greatly appreciate Manish's insight. We typically go over how things have gone since the last call and Manish always has a lot of invaluable info... Read More
The City of Winchester
Guided Implementation
10/10
$15,755
14
Best - Positive feedback tailored to my unique situation and professional development. Worst- Case Study and podcasts, for example, are from indiv... Read More
Allegheny College
Guided Implementation
9/10
$2,740
5
Brain presented a fantastic framework to work through strategy creation and a pathway to execution.
Billion Automotive
Guided Implementation
9/10
$34,250
10
I felt this program was valuable and was able to validate things we already had in the process as part of our transition. I think taking the time ... Read More
Belmond
Guided Implementation
9/10
$82,000
50
The interaction with Ross was great! We didn't follow a script and we adpted for what my needs and expectations were.
Jewett-Cameron Trading Company
Guided Implementation
9/10
$7,799
20
Minneapolis Public Schools
Guided Implementation
10/10
$123K
32
Seminole Gaming
Guided Implementation
10/10
$30,999
29
Yolo County
Guided Implementation
10/10
N/A
10
This is my first experience being in the role of a CIO. Having a template and a systematic way of going about my first several months on the job h... Read More
Green Brick Partners
Guided Implementation
10/10
$61,999
60
The First 100 Days As CIO program has been an extremely valuable asset. Even as an internal hire, the initial onslaught of information when I stepp... Read More
BF&M (Canada) Limited
Guided Implementation
8/10
N/A
N/A
Infusion Software, Inc., dba Keap
Guided Implementation
10/10
$12,733
10
Very clear guidance and discussion. Andy really cut through to some core ideas and processes that I could implement to allow me to focus on success... Read More
Quebec Iron Ore
Guided Implementation
9/10
N/A
N/A
Augusta National Golf Club
Guided Implementation
10/10
N/A
N/A
I enjoyed the conversation with Andy to getting some of his ideas and insights on how I can be more successful in my role, and potential future rol... Read More
Regional Sanitation & Sacramento Area Sewer District
Guided Implementation
9/10
N/A
2
Manning & Napier Advisors, LLC
Guided Implementation
8/10
$12,733
10
Saskatchewan Water Security Agency
Guided Implementation
9/10
N/A
N/A
Talking with Andy was a great experience, the knowledge and advice will help me navigate my transition a lot easier, as well as help to avoid some ... Read More
The First 100 Days As CIO
Partner with Info-Tech for success in this crucial period of transition.
Analyst Perspective
The first 100 days refers to the 10 days before you start and the first three months on the job.
“The original concept of ‘the first 100 days’ was popularized by Franklin Delano Roosevelt, who passed a battery of new legislation after taking office as US president during the Great Depression. Now commonly extended to the business world, the first 100 days of any executive role is a critically important period for both the executive and the organization.
But not every new leader should follow FDR’s example of an action-first approach. Instead, finding the right balance of listening and taking action is the key to success during this transitional period. The type of the organization and the mode that it’s in serves as the fulcrum that determines where the point of perfect balance lies. An executive facing a turnaround situation will want to focus on more action more quickly. One facing a sustaining success situation or a realignment situation will want to spend more time listening before taking action.” (Brian Jackson, Research Director, CIO, Info-Tech Research Group)
Executive summary
Situation
- You’ve been promoted from within to the role of CIO.
- You’ve been hired externally to take on the role of CIO.
Complication
Studies show that two years after a new executive transition, as many as half are regarded as failures or disappointments (McKinsey). First impressions are hard to overcome, and a CIO’s first 100 days are heavily weighted in terms of how others will assess their overall success. The best way to approach this period is determined by both the size and the mode of an organization.
Resolution
- Work with Info-Tech to prepare a 100-day plan that will position you for success.
- Collaborate to collect the details needed to identify the right mode for your organization and determine how it will influence your plan.
- Use Info-Tech’s diagnostic tools to align your vision with that of business executives and form a baseline for future reference.
Info-Tech Insight
- Foundational understanding must be achieved before you start.
Hit the ground running before day one by using company documents and initial discussions to pin down the company’s type and mode. - Listen before you act (usually).
In most situations, executives benefit from listening to peers and staff before taking action. - Identify quick wins early and often.
Fix problems as soon as you recognize them to set the tone for your tenure.
The First 100 Days: Roadmap
Concierge service overview
Organize a call with your executive advisor every two weeks during your first 100 days. Info-Tech recommends completing our diagnostics during this period. If you’re not able to do so, instead complete the alternative activities marked with (a).
Call 1 | Call 2 | Call 3 | Call 4 | Call 5 | Call 6 | Call 7 | |
---|---|---|---|---|---|---|---|
Activities |
Before you start: Day -10 to Day 1
|
Day 0 to 15
|
Day 16 to 30
|
Day 31 to 45
|
Day 46 to 60
|
Day 61 to 75
|
Day 76 to 90
|
Deliverables | Presentation Deck Section A: Foundational Preparation | Presentation Deck slides 9, 11-13, 19-20, 29 | Presentation Deck slides 16, 17, 21 | Presentation Deck slides 30, 34 | Presentation Deck slides 24, 25, 2 | Presentation Deck slides 27, 42 |
Call 1
Before you start: Day -10 to Day 1
Interview your predecessor
Interviewing your predecessor can help identify the organization’s mode and type.
Before reaching out to your predecessor, get a sense of whether they were viewed as successful or not. Ask your manager. If the predecessor remains within the organization in a different role, understand your relationship with them and how you'll be working together.
During the interview, make notes about follow-up questions you'll ask others at the organization.
Ask these open-ended questions in the interview:
- Tell me about the team.
- Tell me about your challenges.
- Tell me about a major project your team worked on. How did it go?
- Who/what has been helpful during your tenure?
- Who/what created barriers for you?
- What do your engagement surveys reveal?
- Tell me about your performance management programs and issues.
- What mistakes would you avoid if you could lead again?
- Why are you leaving?
- Could I reach out to you again in the future?
Learn the corporate structure
Identify the organization’s corporate structure type based on your initial conversations with company leadership. The type of structure will dictate how much control you'll have as a functional head and help you understand which stakeholders you'll need to collaborate with.
To Do:
- Review the organization’s structure list and identify whether the structure is functional, prioritized, or a matrix. If it's a matrix organization, determine if it's a strong matrix (project manager holds more authority), weak matrix (functional manager holds more authority), or balanced matrix (managers hold equal authority).
Functional |
|
Projectized |
|
Matrix |
|
This organization is a ___________________ type.
(Source: Simplilearn)Presentation Deck, slide 6
Determine the mode of the organization: STARS
Based on your interview process and discussions with company leadership, and using Michael Watkins’ STARS assessment, determine which mode your organization is in: startup, turnaround, accelerated growth, realignment, or sustaining success.
Knowing the mode of your organization will determine how you approach your 100-day plan. Depending on the mode, you'll rebalance your activities around the three categories of assess, listen, and deliver.
To Do:
- Review the STARS table on the right.
Based on your situation, prioritize activities in this way:
- Startup: assess, listen, deliver
- Turnaround: deliver, listen, assess
- Accelerated Growth: assess, listen, deliver
- Realignment: listen, assess, deliver
- Sustaining success: listen, assess, deliver
This organization is a ___________________ type.
(Source: Watkins, 2013.)
Presentation Deck, slide 6
Determine the mode of the organization: STARS
STARS | Startup | Turnaround | Accelerated Growth | Realignment | Sustaining Success |
---|---|---|---|---|---|
Definition | Assembling capabilities to start a project. | Project is widely seen as being in serious trouble. | Managing a rapidly expanding business. | A previously successful organization is now facing problems. | A vital organization is going to the next level. |
Challenges | Must build strategy, structures, and systems from scratch. Must recruit and make do with limited resources. | Stakeholders are demoralized; slash and burn required. | Requires structure and systems to scale; hiring and onboarding. | Employees need to be convinced change is needed; restructure at the top required. | Risk of living in shadow of a successful former leader. |
Advantages | No rigid preconceptions. High-energy environment and easy to pivot. | A little change goes a long way when people recognize the need. | Motivated employee base willing to stretch. | Organization has clear strengths; people desire success. | Likely a strong team; foundation for success likely in place. |
Satya Nadella's listen, lead, and launch approach
CASE STUDY
Industry Software
Source Gregg Keizer, Computerworld, 2014
When Satya Nadella was promoted to the CEO role at Microsoft in 2014, he received a Glassdoor approval rating of 85% and was given an "A" grade by industry analysts after his first 100 days. What did he do right?
|
Satya Nadella, CEO, Microsoft Corp. (Image source: Microsoft) |
Create a one-page introduction sheet to use in communications
As a new CIO, you'll have to introduce yourself to many people in the organization. To save time on communicating who you are as a person outside of the office, create a brief one-pager that includes a photo of you, where you were born and raised, and what your hobbies are. This helps make a connection more quickly so your conversations can focus on the business at hand rather than personal topics.
For your presentation deck, remove the personal details and just keep it professional. The personal aspects can be used as a one-pager for other communications. (Source: Personal interview with Denis Gaudreault, Country Lead, Intel.)
Presentation Deck, slide 5
Call 2
Day 1 to Day 15
Introduce yourself to your team
Prepare a 20-second pitch about yourself that goes beyond your name and title. Touch on your experience that's relevant to your new role or the industry you're in. Be straightforward about your own perceived strengths and weaknesses so that people know what to expect from you. Focus on the value you believe you'll offer the group and use humor and humility where you're comfortable. For example:
“Hi everyone, my name is John Miller. I have 15 years of experience marketing conferences like this one to vendors, colleges, and HR departments. What I’m good at, and the reason I'm here, is getting the right people, businesses, and great ideas in a room together. I'm not good on details; that's why I work with Tim. I promise that I'll get people excited about the conference, and the gifts and talents of everyone else in this room will take over from there. I'm looking forward to working with all of you.”
Have a structured set of questions ready that you can ask everyone.
For example:
- How well is the company performing based on expectations?
- What must the company do to sustain its financial performance and market competitiveness?
- How do you foresee the CIO contributing to the team?
- How have past CIOs performed from the perspective of the team?
- What would successful performance of this role look like to you? To your peers?
- What challenges and obstacles to success am I likely to encounter? What were the common challenges of my predecessor?
- How do you view the culture here and how do successful projects tend to get approved?
- What are your greatest challenges? How could I help you?
Get to know your sphere of influence: prepare to connect with a variety of people before you get down to work
Your ability to learn from others is critical at every stage in your first 100 days. Keep your sphere of influence in the loop as you progress through this period.
Write down the names, or at least the key people, in each segment of this diagram. This will serve as a quick reference when you're planning communications with others and will help you remember everyone as you're meeting lots of new people in your early days on the job.
- Everyone knows their networks are important.
- However, busy schedules can cause leaders to overlook their many audiences.
- Plan to meet and learn from all people in your sphere to gain a full spectrum of insights.
Presentation Deck, slide 29
Identify how your competitors are leveraging technology for competitive advantage
Competitor identification and analysis are critical steps for any new leader to assess the relative strengths and weaknesses of their organization and develop a sense of strategic opportunity and environmental awareness.
Today’s CIO is accountable for driving innovation through technology. A competitive analysis will provide the foundation for understanding the current industry structure, rivalry within it, and possible competitive advantages for the organization.
Surveying your competitive landscape prior to the first day will allow you to come to the table prepared with insights on how to support the organization and ensure that you are not vulnerable to any competitive blind spots that may exist in the evaluations conducted by the organization already.
You will not be able to gain a nuanced understanding of the internal strengths and weaknesses until you are in the role, so focus on the external opportunities and how competitors are using technology to their advantage.
Info-Tech Best Practice
For a more in-depth approach to identifying and understanding relevant industry trends and turning them into insights, leverage the following Info-Tech blueprints:
Presentation Deck, slide 9
Assess the external competitive environment
INPUT: External research
OUTPUT: Competitor array
- Conduct a broad analysis of the industry as a whole. Seek to answer the following questions:
- Are there market developments or new markets?
- Are there industry or lifestyle trends, e.g. move to mobile?
- Are there geographic changes in the market?
- Are there demographic changes that are shaping decision making?
- Are there changes in market demand?
- Create a competitor array by identifying and listing key competitors. Try to be as broad as possible here and consider not only entrenched close competitors but also distant/future competitors that may disrupt the industry.
- Identify the strengths, weaknesses, and key brand differentiators that each competitor brings to the table. For each strength and differentiator, brainstorm ways that IT-based innovation enables each. These will provide a toolkit for deeper conversations with your peers and your business stakeholders as you move further into your first 100 days.
Competitor | Strengths | Weaknesses | Key Differentiators | IT Enablers |
---|---|---|---|---|
Competitor 1 | ||||
Competitor 2 | ||||
Competitor 3 |
Complete the CEO-CIO Alignment Program
Run the diagnostic program or use the alternative activities to complete your presentationINPUT: CEO-CEO Alignment Program (recommended)
OUTPUT: Desired and target state of IT maturity, Innovation goals, Top priorities
Materials: Presentation Deck, slides 11-13
Participants: CEO, CIO
Introduce the concept of the CEO-CIO Alignment Program using slide 10 of your presentation deck and the brief email text below.
Talk to your advisory contact at Info-Tech about launching the program. More information is available on Info-Tech’s website.
Once the report is complete, import the results into your presentation:
- Slide 11, the CEO’s current and desired states
- Slide 12, IT innovation goals
- Slide 13, top projects and top departments from the CEO and the CIO
Include any immediate recommendations you have.
Hello CEO NAME,
I’m excited to get started in my role as CIO, and to hit the ground running, I’d like to make sure that the IT department is aligned with the business leadership. We will accomplish this using Info-Tech Research Group’s CEO-CIO Alignment Program. It’s a simple survey of 20 questions to be completed by the CEO and the CIO.
This survey will help me understand your perception and vision as I get my footing as CIO. I’ll be able to identify and build core IT processes that will automate IT-business alignment going forward and create an effective IT strategy that helps eliminate impediments to business growth.
Research shows that IT departments that are effectively aligned to business goals achieve more success, and I’m determined to make our IT department as successful as possible. I look forward to further detailing the benefits of this program to you and answering any questions you may have the next time we speak.
Regards,
CIO NAME
New KPIs for CEO-CIO Alignment — Recommended
Info-Tech CEO-CIO Alignment Program
Info-Tech's CEO-CIO Alignment Program is set up to build IT-business alignment in any organization. It helps the CIO understand CEO perspectives and priorities. The exercise leads to useful IT performance indicators, clarifies IT’s mandate and which new technologies it should invest in, and maps business goals to IT priorities.
Benefits
Master the Basics
Cut through the jargon. Take a comprehensive look at the CEO perspective. |
Target Alignment
Identify how IT can support top business priorities. Address CEO-CIO differences. |
Start on the Right Path
Get on track with the CIO vision. Use correct indicators and metrics to evaluate IT from day one. |
Additional materials are available on Info-Tech’s website.
The desired maturity level of IT — Alternative
Use only if you can’t complete the CEO-CIO Alignment Program
Step 1: Where are we today?Determine where the CEO sees the current overall maturity level of the IT organization. Step 2: Where do we want to be as an organization?Determine where the CEO wants the IT organization to be in order to effectively support the strategic direction of the business. |
Presentation Deck, slide 11