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The Do’s and Don'ts of Changing Roles in Your Organization: How Many Do You Know?
Insights From Mettl Company Insights

There comes a time when every employee itches for a change out of monotony or to seek more challenging roles. But, changing a role within company is easier said than done. You must follow a step-by-step approach to increase the odd of changing roles without disrupting the operations or creating an environment of chaos. Here’s what you should do and not do when you are to shift boots in your organization.


  • Follow the Hierarchy

Skipping levels is the biggest mistake that people commit when trying to change roles. All too often; they would surpass the immediate boss and raise the request directly with a higher decision making authority; probably the boss’s manager and even higher. Therefore, it’s important not to assume and have a one-on-one interaction with your immediate manager first to prove your case. Moreover, it’s important to do your background research and come up with a concrete reason. Ask these questions to yourself?

Are you feeling burned out in the current role?

Has your career vision changed recently? If Yes, what led to that change?

Have you recently analyzed a personality trait or a new skill that qualifies you to deliver promising results in the new role or better than the current one?

Have you charted out an inter-company progress path to excel?

When you plan to have a discussion, remember NOT to shoot out an email first. In fact, dropping an email should be the least of priorities. Sense the mood of your boss, choose the right occasion and pitch your plan subtly first. Be gentle in the approach and stay rational. You are good to go.

  • Be Patient and Persevering

Switching role isn’t a one day game that you must understand. Your boss has plenty of factors to consider including time spent in your current role, evaluating your current skill-set, the business case and if the discussion is fruitful, the transition plan. Sometimes, job rotations are also handcuffed by company policies for which a special approval can be required; given the employee presents a solid case. So your job is present your case and watch where it goes. However, it’s important to stay vocal about your concerns for your request to be considered in the right light.

  • Propose a Backup Plan

Never give an impression that you are going to leave your current tasks if considered for the new role. In fact, you must always hold onto the responsibilities and prepare a backup plan to convince your boss. Prepare a questionnaire about what your boss might ask and get the answers handy. Nevertheless, a promise to commit to the current role until the transition is over is something you must aim for.


  • Don’t be Pushy

Like said before, you should present your case with the evidence going in your favor and leave the decision to your boss. You can tell about the groundwork you have done to grab the role change. It can be a certification, a course or even evening classes that showcase your passion for the new role. If you have build enough rapport with your boss with your hard work and sincerity, the odds of being considered are higher.

  • Don’t Bad-Mouth

No matter what the results are, you must never be resentful towards your boss. If you do so, the work environment can quickly grow toxic and severely affect your mental health. If your request gets denied, give yourself some space and think about a new angle to pitch and persuade your boss.

  • Don’t Drop Cues About Leaving

Most people end up giving up a message that if not considered for the role change; they might call it a day and leave the organization forever. That’s a complete NO-NO situation. Rather than intimidating your boss; simply present them with the fact that they can be more useful as a resource in the new role. Show them the larger picture and how your skills can help the organization improve a certain metric, bring in more revenue or help in getting better growth opportunities. That’s that.

Topics: Employee Engagement Culture

Originally published January 23 2019,updated October 12 2019

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