Phase 1 of 6

Phase 1: Introduction & Transparency

Learn first. Change later.

The temptation to act quickly is the first trap. New leaders feel pressure to demonstrate impact. Consultants feel pressure to justify their engagement. Both impulses lead to the same mistake: acting without understanding.

The first phase of TRUST is deliberately slow. Before any assessment begins, the organization needs to understand what is happening and why.

The sequence matters

Who you talk to first, and what you say, sets the tone for everything that follows.

Start with managers. They're the people most affected by leadership transitions and most anxious about what comes next. Introduce yourself, explain your background, share the 90-day approach. Make clear that the first priority is learning, not changing.

Then address the full technology organization. Same message, broader audience. Acknowledge the uncertainty that comes with leadership transitions. Commit to transparency throughout the process.

Establish a communication rhythm. Set expectations for how and when you'll share what you're learning. Weekly updates, open office hours, whatever fits the culture.

What changes by context

As a new leader, your message is: "I'm here to learn first. Changes will come, but they'll be informed by understanding, not assumptions."

As a consultant, your message is: "I've been engaged to assess the current state and provide recommendations. Individual conversations are confidential."

Why this phase gets skipped

Phase 1 feels unproductive. You're not gathering data. You're not solving problems. You're introducing yourself and setting expectations.

The cost of skipping this phase shows up in Phase 2 and 3. When you start interviewing people who don't understand why they're being interviewed, you get guarded responses. The data quality of everything that follows depends on the trust established here.

Stakeholder feedback

What you hear — and what it means

When Phase 1 is executed properly, the feedback reflects trust and inclusion.

I appreciated that they talked to us before anything changed.

Engineering Manager

Having a clear 90-day timeline made the uncertainty manageable.

Senior Engineer

What good Phase 1 feedback tells you

When you hear appreciation for transparency and process clarity, the foundation is set for candid interviews in Phases 2 and 3.

Interview questions

Sample questions for this phase

Manager Introduction

1

What does your team work on, and what are the biggest challenges right now?

2

How would you describe the culture within your team?

3

What do you wish leadership understood better about your team's reality?

The complete question set covers additional questions across multiple topics for each stakeholder group. Available in the TRUST Toolkit.