Perspectives on Transition: How to End Your Assignment Effectively

Carol Descak
Interim Associate Vice President for Admissions
University of Baltimore (Baltimore, Maryland)
May 2018 – December 2018

[Editor’s note: This article is the second in our series on how to end your interim assignment effectively.]

There are many important elements to consider when preparing to end your assignment, and from my experience documentation is key. The goal is to “transition proof” the institution – which should be the goal for permanent as well as interim leaders. Set the stage for the new and permanent leader to be successful by beginning with the end in mind, so to speak.

I keep electronic folders of everything and then transfer the relevant material to a flash drive prior to my departure. What you spend time cataloging depends on what may readily be available vs. what your replacement would need to spend time searching for. It is also helpful for him or her to understand the process and the rationale for decisions that were made relative to policies and processes.

A SWOT analysis relative the position may have already transpired during the candidate selection process. If not, provide your assessment and what work you have accomplished vs. what remains to be done. I think that a personnel review can be beneficial. Share position descriptions, performance reviews and annual goals with the new leader. Personal observations of staff and recommendations are helpful as he/she begins to assess new colleagues.

Introductions to new colleagues and an overview of their role relative to his/her position is a key to success. And, we all know that politics prevail at any institution. Describe, in a diplomatic way, the lay of the land and “minefields” to be aware of. If there was not training or information that was shared when you first arrived and that you struggled to learn or learned the hard way, be mindful of how you can assist your replacement to avoid the struggle. Finally, provide an optimistic, hopeful view of the future success of the team and the institution and your overall placement.