By David M. Dye
He was angry.
His tight words and finger stabbing the air made it clear: he felt betrayed.
“How could you let this happen?”
He had just been fired…by the President of the Company.
I couldn’t help but to answer him. “Me?? I’m not the one who skipped out on the team over and over again!”
He may have been angry, but I was beyond frustrated and felt betrayed myself. I’d gone out on a limb to help, but in the end he’d gotten himself fired.
What made it worse was that for the prior year, we’d been friends.
That all changed when I was asked to lead the team.
Our problem was not unique to us – it happens to nearly everybody when they are first asked to lead a team they once belonged to.
You are now in a position of providing accountability and inspiration to a group of your peers.
For many emerging leaders, this is the most difficult challenge they will ever face. I’ve watched many experienced leaders stumble when asked to address or lead a team of their peers.
In fact, it’s a Shakespearian dilemma: Prince Hal faces this challenge when he ascends to the throne and becomes Henry V. His old drinking buddies are left wondering where they fit in.
There were several factors that kept me from being an effective leader for my previous friend. See if these sound familiar to you:
1) We all want to be liked and accepted
Positional leadership, even when you are an outstanding servant leader, means taking responsibility for decisions that not every agrees with. It means holding people accountable and it means that the group who you naturally want to like and accept you won’t always feel that way.
There’s nothing wrong with wanting other people to think well of you and a desire to belong – it’s very normal, human, and healthy so long as its in balance and doesn’t consume you.
But this isn’t the only value in life and if you choose to lead, it will come into conflict with other values.
2) Your loyalty is to the mission AND the people
This is one of those “ANDs” that is so important – your friends may feel you’ve abandoned them, but you haven’t. You’ve added an important loyalty – to the organization and its mission.
Learning to balance both takes some work, but to your friends who don’t understand this tension, it can feel like betrayal.
3) Inconsistent behavior
In Shakespeare’s Henry IV and V sagas, Prince Hal partied with the best of them – he drank with the best known lush, Falstaff, but when he ascended the throne, he turned his back on his friends and acted like he’d never been part of them.
The problem was inconsistent behavior – the Prince did not lead before he had the position. Once he became King and tried to act kingly, his friends were understandably hurt.
4) Unclear expectations
This is the most common error. When you move from a peer role to a positional leadership role, some of your team may expect to get a “pass” on poor behavior, others may expect favors or special treatment (that would undermine your leadership credibility), and YOU may be expecting your friends to work especially hard because of your friendship.
All of this leads to massive disappointment when you do hold team members accountable, you won’t do favors that would hurt the team, and your friends don’t show any special effort.
5) Not everyone can handle it
Some people are able to manage the tension between friendship and supervisor. In my experience, however, it is the exception, not the rule.
It takes a great deal of maturity for both people to be able do this. At the extreme end of the spectrum, that’s one reason so much human resource activity takes place around dating or marrying supervisors.
How many people would seriously pass over their spouse for a promotion or fire them? There is a natural conflict of interest. It’s not impossible to overcome, but you would never bet on it.
My experience didn’t have to end the way I described it. Early in my career, I wasn’t aware of all the factors I’ve just described. I only learned them through trial and error, good mentors, and studying leadership every chance I had.
The good news is that a few healthy leadership practices can help you manage the transition from peer to positional leader:
1. Lead from where you are
In healthy organizations, leading from where you are, without a formal title, will naturally lead to you being asked to fill titled leadership positions.
It also helps ease the transition. If your peers all know you as someone who sets an example, practices healthy friendship (where you hold one another accountable), empowers others, and already balances the mission with your role on the team, you won’t surprise them with radically different behavior when you change positions.
However, as a team member, if you are constantly bad-mouthing other people and critical of your supervisor, you will have to work hard to make the transition to a leadership role.
2. Be clear about expectations
This is the most essential step to managing the transition: have an honest conversation about the transition and your mutual expectations.
Be clear about your commitment to your team and to the organization, your management expectations, your leadership values, and organizational mandates. At the same time, encourage your peers to be honest about their concerns or expectations and to talk with you if they perceive you are being unjust.
Be realistic about the times you will be called on to make a decision that is in the team’s best interest even if it conflicts with what you personally would like.
The goal is to prevent surprises. Your team needs to know where you are coming from – don’t let it be a ‘gotchya!’ moment later on.
3. Wear the right hat at the right time
This takes a level of maturity in your thinking and relationships, but is very helpful for avoiding misunderstandings.
The technique is simply to identify which “hat” you’re wearing when you are having a conversation.
I’ve had conversations that went something like this:
“As a friend, I am so sorry – that stinks! As the team leader, I can give you tomorrow to take care of your problem and then we will need you back.”
4. Be clear, not perfect
The key with everything is to be very clear about expectations, goals, and desired behaviors. You will never be perfect, so quit trying…
And quit pretending – your peers all know the ‘real’ you isn’t perfect, so don’t suddenly try to act that way. It’s inauthentic and your leadership credibility will suffer.
It’s okay to be you. Just take responsibility, be as clear as you can, and…
5. Apologize as needed
Leaders often struggle to apologize, but it’s even more pronounced when a former team member is leading the team. The insecurity and desire to be accepted can keep you from owning your junk, apologizing, and moving on.
6. Weed as needed
There are times when it just won’t work. For example:
A former colleague continued to take advantage of my relationship and, despite my best efforts to clarify expectations and help him correct the behavior, nothing changed.
I had to be clear about the situation: “I respect you and this is difficult, but if nothing changes you may be transferred or let go.”
You can’t control anyone else – your job is to be the best leader you can and give everyone on the team every opportunity to succeed. When someone isn’t interested in going there, it is time to care enough for them to move them along.
7. Get a new peer group
I regularly encourage leaders to build relationships with other leaders, to find mentors, and get coaching. There is nothing like a group of people who understand the challenges you experience and can share meaningful wisdom.
You can’t (or shouldn’t try to) get this from your team. Over time, I built my own personal Board of Directors – people outside the company who I could learn from, confide in, and be accountable to.
Leading a team of your peers can be hugely rewarding, but it’s your responsibility as a leader to set clear expectations and act fairly. Even veterans can benefit from reviewing their relationships and making sure they are healthy.
Do you have a meaningful friendship with leaders in your organization?
How do you keep those friendships healthy?
Copyright 2011-2014 David M. Dye
Bio Paragraph: David Dye works with leaders to get breakthrough results without losing their soul (or mind) in the process. He is the award-winning author of Winning Well: A Manager’s Guide to Getting Results Without Losing Your Soul. He is the President of Trailblaze, Inc, tweets from @davidmdye, and welcomes your LinkedIn invitation.