FirstRule Group team members looking at laptop together
April 15, 2023

Transitioning Leadership

Three perspectives on implementing a personnel transition.

Today, we’d like to walk you through a process we used recently as we were transitioning leadership on a particularly large, complex project. 

First, words from the departing senior project manager on the project, Wendy, one of FirstRule’s founders and principals. Then some thoughts from Jairus, the FirstRule consultant who stepped into the senior project manager role. Finally, reflections from our client about what worked, what was a surprise, and what they’ll do with transitions going forward.

Stepping Out Of A Role: Wendy

Transitioning leadership is a healthy part of any project, and one you should expect and plan for.

Recently, I transitioned out of a senior project management role. The transition itself was my idea and it went exactly as planned. 

We were lucky: Our client knew Jairus, a FirstRule consultant who we proposed to transition into my role, and had confidence in him even before he started. 

To start, we laid out a 30-60-90 day transition plan that was approved by the client. For the first 30 days Jairus watched me run the meetings, asked questions, and familiarized himself with the cadence of the project. We had daily 15-minute huddles for the first couple of weeks to make sure he had what he needed to be an effective leader. For the second 30 days, Jairus led the meetings with me providing backup. After that, he had the cadence down, so we actually turned over leadership 30 days ahead of schedule, with me available as needed. 

To make sure the transition plan was successful, it was necessary for me to change some of my behaviors. To make sure people looked to Jairus for leadership instead of me, I actively deferred to him and proposed removing myself from meetings as soon as it made sense. 

All of our planning paid off. The transition went so smoothly that it felt like Jairus was always part of the project leadership. 

Even though the structure of our transition worked out beautifully, we didn’t plan on some of the emotions that have come and gone over the last two and a half months: 

  • A sense of loss. Our project director and I were in constant communication and it was strange not to message her multiple times per day. It’s rare in this work, but we really clicked; I had found a kindred spirit in terms of running a large, complex project. Breaking that connection so Jairus could build a great working relationship with her was hard.
  • An odd feeling of disconnectedness. Of course, I wasn’t making decisions or getting information in as timely a fashion as I had been because I was no longer leading the charge. But it was still weird.
  • It gave me a twinge when things evolved without me. It gave me pause when the team changed the cadence of meetings and processes. I know that’s just my ego talking. I was still included in decisions and I knew it had been a good transition. I know the project is in good hands. Still, it can be hard to let go.

That said, I’m really pleased with the transition and feel that Jairus is bringing a renewed energy and great ideas to the role.

Stepping Into A Role: Jairus

For the first time in nearly a decade, I stepped into a new organization and into a very different role. As we were transitioning leadership, I knew I needed to be intentional in my approach. 

Lucky for me, those I was transitioning with were also planning thoughtfully and with intention. 

We started by co-creating a 30-60-90 transition plan. It was structured so I could observe for the first month and take the lead in the second month. I understood and appreciated this approach; it matched my experiences in the U.S. Marine Corps. Back then, when units were changing out, we called this transition period “left seat/right seat,” referring to the front seats of a car. 

During the first phase, the outgoing unit remained in command from the “left (driver’s) seat” while the incoming unit observed from the “right (passenger) seat.” In the second phase, the two units would switch seats, so to speak. When feasible, this is a great model for implementing leadership changes, even with interim appointments.

As for my approach, the first few weeks I focused on observing and asking lots of questions. I also tried to be conscious of my personal style and how I might need to adapt. 

For example, I like a lot of input but I have a low need for decision assistance. It’s part of my style. Plus, I was coming from years of operating as an independent decision maker. I observed that the decision-making relationship between the outgoing project manager and the client was much more collaborative. So I knew I’d need to be intentional about bringing decisions to the client in this way.

I was also mindful about my approach to change. The overall health and performance of the project can dictate how much change is appropriate. Members of projects that are not doing well may have a greater change appetite, knowing that those changes can bring improvement. 

Conversely — and as was the case with this project — healthy projects are not likely to be as tolerant of change. In this transition, I had a significant responsibility to adapt my style and work within the processes and along with the project cadence, which had already produced great results. After a month, I made some small changes, but only those I thought would benefit the team and that  fit with my personal preferences.

How It Worked: The Client

Asked how it worked from their end, our client gave us feedback on how this leadership transition felt for the team lead.

Here’s what worked:

  • The project director knew she always had access to the departing project manager.
  • She had the advantage of having previously worked with the incoming project manager.
  • The 30-60-90 day plan was key to making sure everyone knew the expectations and deliverables during the transition process.
  • She valued our leader check-ins. For six weeks, Wendy, Jairus, and the project director had brief, weekly check-ins to touch base about project details.
  • The timing of the change was good, right after a large deliverable, so there was time to ramp up.
  • Jairus was receptive to input as he was learning the culture of the organization and the project.

Here’s what she didn’t anticipate:

  • The project director realized that the incoming project manager had more familiarity with state agencies than the departing project manager. This required some adjustments to expectations and delegation. Even slight differences in experience create momentary challenges and opportunities. 

The project director concluded by stating that the approach we employed — departing and incoming personnel who were open to feedback, mindful of the process, and dedicated to a smooth transition along with a clear personnel transition process — is one they’ll mimic for other personnel changes over the life of the project, and beyond.

Hope Youngs

Client executive and chief needle threader

Education and Certifications
Master’s in Business Administration; Business Architect certification; ScrumMaster certification.


Function and Specialization
​Hope is the Client Executive at FirstRule Group. She specializes in helping companies execute on strategic objectives and loves getting things done with a rousing “heck yes!”


About Hope

​When not working, you can find Hope sharing family time with her daughters, hiking in the mountains, or feeling the wind on her face sailing.

Jarius Rice

Jairus Rice

Consultant and Partnership Builder

Education and Certifications
Master’s in Public Administration; Bachelor’s in Political Science; Prosci Change Management Professional; LEAN Six Sigma Green Belt


Function and Specialization
Jairus is an executive leader specializing in designing and shepherding organizational change and process improvement strategies. He helps clients develop strong partnerships to achieve strategic goals, maximize performance, and increase value to their customers.


About Jairus
Jairus is a combat veteran who served five years in the United States Marine Corps. When he and his wife Jessica aren’t coaching their three kids’ sports teams, they enjoy hunting, fishing, hiking, and camping. 

Shelley McDermott

Partner and Diplomatic Hostess

Education and Certifications
Project Management Professional certification


Function and Specialization
Shelley has more than 25 years of senior program leadership experience. She specializes in leading teams and optimizing high-risk, high-visibility projects.

About Shelley
Shelley enjoys cooking, remodeling projects, and spending time with family and friends. 

Stacy Steck

Stacy Steck

Partner and Illuminator

Education and Certifications
Master’s in Business Administration; Project Management Professional certification


Function and Specialization
Stacy is an expert in planning and executing transformational technology projects. She specializes in communication, facilitation, and getting things done. 


About Stacy
Stacy is passionate about fundraising and loves serving her community. She also enjoys traveling and writing.

Joanna Briese

Joanna Briese

Consultant and Project Manager

Education and Certifications
Master’s in Secondary Teaching; Applied Project Management Professional certification


Function and Specialization
Joanna is a skilled project manager and curriculum developer. She specializes in e-learning and training and has even been a trainer in the specialty coffee industry!


About Joanna
Joanna loves the outdoors, cooking, family, travel, coffee, and curling up with her cats and a book.

Nissa Burger

Nissa Burger

Consultant and Project Manager

Education and Certifications
20 years in elections managing statewide software implementations


Function and Specialization
Nissa is a seasoned project manager who specializes in all facets of software development.


About Nissa
Nissa loves summertime, cheering on her kids in their sports, and spending time with family.

Trish Coloma

Trish Coloma

Consultant and Transformation Specialist

Education and Certifications
Bachelor’s in Sociology; Project Management Professional certification


Function and Specialization
Trish is an adept project manager focused on designing and implementing governance and helping organizations manage change and improve processes. She specializes in turning vision into action.


About Trish
Trish is an avid hiker and backpacker. She’s found that just like project management, a great hike is all about the journey and good planning!

Heather Coughlin-Washburn

Consultant and Negotiator

Education and Certifications
Studied journalism and psychology; sixteen years in the IT field; Independent Validation and Verification (IV&V) certification


Function and Specialization
Heather is a senior consultant who specializes in managing complex IT projects and quality assurance. She is passionate about building successful teams and achieving positive outcomes for clients.


About Heather
Heather has a background as a professional journalist specializing in government, politics, and law enforcement. In her spare time, she enjoys writing, photography, and camping.

Lindsay Flye

People Operations Manager & Bringer of Energy

Education and Certifications
Masters of Science in Industrial/Organizational Psychology 


Function and Specialization
Lindsay is the People Operations Manager for FirstRule Group. She focuses on recruitment, onboarding and offboarding, candidate experience, and human resources policies and processes.


About Lindsay
Lindsay loves to read, cook, quilt, and be outside with her pup. She also enjoys traveling, time with friends and family, and game nights.

Larry Holden

Larry Holden

Consultant and Creator of Big Hairy Spreadsheets

Education and Certifications
Bachelor’s in Chemistry


Function and Specialization
Larry is an experienced project manager and analyst with a focus on finance and IT projects. He specializes in process improvement. 


About Larry
Larry loves cooking, skiing, Christmas movies, and hanging out with his kids. He is also actively involved in his community Little League.

Pamela Johnston

Consultant and Puzzle Solver

Education and Certifications
Master’s of Education in Counseling Psychology; Bachelor’s in Management Science


Function and Specialization
Pamela is a senior business analyst with extensive technical IT experience. She specializes in system integration and implementation, data analysis, and reporting.  


About Pamela
Pamela is a proud Duke Blue Devil2 who loves ballet, orchids, bowling, and line dancing. She is the mother to fur babies Dash and Valentino. 

Jessica Larson

Consultant and Project Manager

Education and Certifications
Master’s of Public Health; Master’s of Health Administration


Function and Specialization

Jessica Larson is a seasoned project manager with demonstrated skill in all facets of project management. She specializes in helping teams identify and understand problems and develop impactful solutions.


About Jessica
Jessica has visited 7 countries and 39 U.S. states and is always planning her next trip. In between travels Jessica enjoys gardening, hiking, cooking and baking, rooting for Seattle sports teams, and spending as much time outdoors with family as possible.

Lori Luppino

Lori Luppino

Consultant and Intuitive Collaborator

Education and Certifications
Twenty years of experience in IT finance


Function and Specialization
Lori is a business analyst with an affinity for change management. She specializes in IT finance, budgeting, and business operations.


About Lori
Lori enjoys live music, the outdoors, traveling, painting, and her family.

Duncan McDermott

Finance Manager

Education and Certifications
Master’s in Business Administration; Bachelor’s in Business Administration with a concentration in finance


Function and Specialization
Duncan is the Finance Manager for FirstRule Group and oversees billing and contracts and supports other operational functions of the firm. He specializes in tall orders and a sunny delivery.


About Duncan
Duncan played basketball for Pacific University and enjoys boating, summer activities, and billiards.

Daisye Ore

Daisye Orr

Consultant and Creative Strategist

Education and Certifications
Master’s in Public Health with an emphasis in health communication


Function and Specialization
Daisye is an experienced program leader and systems thinker. She specializes in policy development, program planning, communication, partner engagement, and working from a place of equity and inclusion.


About Daisye
Daisye loves creating art, being in nature, searching for vintage treasures, reading, and spending time with her loved ones.

Ben Robinson

Ben Robinson

Consultant and Data Storyteller

Education and Certifications
Master’s in Business Administration with an emphasis in Finance


Function and Specialization
Ben is a management consultant specializing in business operations, financial forecasting, and data analysis and reporting.


About Ben
Ben is a lifelong learner. He enjoys backpacking, cycling, and adventuring with his family.

Eric Stout

Consultant and Technical Make-It-happener

Education and Certifications
Associate’s degree in Computer Science; Black Belt Candidate; Microsoft Product Specialist 


Function and Specialization
Eric is an accomplished consultant with deep technical knowledge. He specializes in cross-business partnerships, IT transformations, and program management.


About Eric

Eric is a father, musician, snow boarder, and boat captain.

Laura Scott

Consultant and Team Developer

Education and Certifications
Bachelor’s in Business Administration with a major in Information Systems; Project Management Professional certification


Function and Specialization
Laura is a project manager specializing in technology projects. She is also known for creating inclusive, empowered, and high-performing teams.


About Laura
Laura is from Seattle and enjoys all things outdoors, such as hiking, snowshoeing, sailing, and gardening.

Insert Name

Consultant and Tenacious Observer

Education and Certifications
additional text about education 

Function and Specialization
additional text about specialization


additional text about the person

Stephanie Telander

Stephanie Telander

Consultant and Insightful Connector

Education and Certifications
Project Management Professional certification; Prosci Change Management Professional certification; IT Service Management (ITIL) and International Standards Organization (ISO/20000) certifications

Function and Specialization
Stephanie is an experienced project manager and business analyst. She specializes in taking complex things and making them easier to consume through diagrams, flow charts, and plain speak documentation. 

About Stephanie
Stephanie loves gardening, travel, cooking, crafts, family, and a good mystery.  

Chi Underwood

Chi Underwood

Consultant and Strategic Improvement Specialist

Education and Certifications
Master’s in Business Administration; Bachelor’s in Business Administration and Finance; LEAN Six Sigma Black Belt 


Function and Specialization
Chi is an experienced consultant focused on process improvement using Six Sigma methodologies and data analytics. He specializes in business analysis, team development, budgeting and the organizational design of new processes.  


About Chi
Chi is an avid fisherman chasing salmon in the Pacific Northwest. He is also a judge for the First Robotics competition. 

Sheri Anderson

Consultant and Chaos Controller

Education and Certifications
Project Management Professional Certification

Function and Specialization
Sheri is an experienced consultant and an effective liaison between business and technical teams. She specializes in process improvement, business analysis, team leadership, implementations, data warehousing, user training, and testing.

About Sheri

Sheri splits her time between Utah and Arizona and prefers to relax around water and in the mountains.  She enjoys traveling with her husband and spending time with her two adult boys and grandson.

Christy Anna Gerber

Consultant and change advisor

Education and Certifications
Master’s in Business Administration


Function and Specialization
Christy Anna is consultant with a unique ability to see beyond challenges. She specializes in  creating pathways for opportunities, learnings, and desired outcomes.


About Christy Anna

Christy Anna loves spending time with family and friends especially if that time is spent outdoors. She loves skiing, mountain biking, and fly-fishing across the West. She’s also a fan of a great book and enjoys live music.

Malcolm Hooper

Consultant and Trusted advisor

Education and Certifications
Master’s in Education; Bachelor’s in Economics


Function and Specialization
Malcolm is an accomplished consultant with many years of experience managing operations, IT, and cybersecurity. He specializes in partnering with senior leadership to advise, develop, and implement strategic and effective IT initiatives.   


About Malcolm

Malcolm loves baking sourdough bread, perfecting recipes, traveling with his family, and training for his next ultimate tournament in his free time.  

Karen Langehough

Consultant and force multiplier

Education and Certifications
Bachelor’s in Business Administration with an emphasis in psychology; Certified Master Project Manager; Certified Senior Professional in Human Resources  


Function and Specialization
Karen is an accomplished senior leader and business-focused practitioner. She specializes in human resources consulting, change management, coaching, and development.


About Karen

Karen enjoys cooking, gardening, coffee, watching Seattle Mariners and Seahawks games, volunteering through her church, and spending time with friends and family.

Susan Meenk

Consultant and Mind Reader

Education and Certifications
Master’s in Business Administration with an emphasis in organizational development; Bachelor’s in psychology


Function and Specialization
Susan is an executive leader with expertise in Human Resources. She specializes in strategic planning, leadership development, succession planning, conflict resolution, and team building. 


About Susan

When Susan is not spending time with her family, she can be found outside working in the garden, running, or paddle boarding. She is also an active community volunteer. 

Shawn Milligan

Consultant and Project Manager

Education and Certifications
Doctorate in Business Administration; Project Management Professional certification; ScrumMaster certification


Function and Specialization
Shawn is an accomplished project manager with extensive business experience. She specializes in bringing people together to make things better. 


About Shawn

Shawn is an avid international traveler and has visited all seven continents. She is also a nature and travel photographer.

Lindsey Phillips

Consultant and Intuituve Facilitator

Education and Certifications
Associates of Art’s in Liberal Arts & Sciences 


Function and Specialization
Lindsey is an experienced and versatile project coordinator known for her adept management and relationship-building skills. She specializes in spearheading projects, optimizing operational productivity, and providing excellent client service. 


About Lindsey

​Lindsey enjoys spending time with her wonderful family and two dogs, as well as expanding her skills through gardening, pottery classes, and other creative pursuits.​ 

Anne Shields

Consultant and Business Strategist

Education and Certifications
Project Management Professional certification; PMI Agile Certified Practitioner 


Function and Specialization
Anne is project manager who creates simple solutions while providing transparency into complex environments. She specializes in cross functional team coordination with multiple disciplinary dependencies.


About Anne

Anne enjoys traveling, yoga, gardening, cooking, and entertaining. She shares her Lake Tapps home with an 80-pound German shepherd-husky mix with adorably crooked ears.

Steve Smith

Consultant and Alchemist-in-residence

Education and Certifications
​Masters in Business Administration 


Function and Specialization
Steve is a distinguished consultant with experience in human services delivery, financing, policy development, and executive leadership in the government and non-profit sectors. He specializes in “How did he do that?” problem solving outcomes. 



In addition to his standing as a top-ranked volleyball dad, Steve is known for his commitment to his fellow veterans, especially as an advocate for expanded veteran housing options. He is a member of the Orlando Housing Authority board of commissioners and the managing board of the Homeless Services Network of Central Florida.

Wendy Ld Helling

Wendy LD Helling

Partner and Thought Leader

Education and Certifications
Master’s in Business Administration


Function and Specialization
Wendy has deep experience in bringing complex, multi-year projects to life. She specializes in IT project management, data management, and strategic planning.   


About Wendy
Wendy loves traveling and hanging out in warm climates.