Retire already why don't you! OK, just help us prepare before you go.
March 18, 2014 12:57 PM Subscribe
One of our sales reps is retiring in two weeks and I am to take over his accounts and duties. The problem is he isn’t exactly helping with the transition process.
How do we motivate him to help us prepare and be ready for his exit?
Right now we might end up high and dry without access to important information we need to work after he's gone. We need to know what is going on with the accounts and everyone we should be working with.
posted by Che boludo! to Work & Money (21 answers total) 1 user marked this as a favorite
I am the oldest son in a small family business of manufacturer’s representatives. We represent the top consumer brand in its category and sell the product to local retailers.
The gentleman retiring has made little to no effort to train my assistant or provide much information. I have asked twice for a contact list of customers and he just told me he didn’t have one. I told him, “make one”. Haven’t seen it yet. We have requested that he give all paperwork, new tasks, and follow-ups to my assistant and me, but he still continues to do his job as always without sharing info or the work. He hasn’t responded to several emails asking for help.
He’s always more or less had difficulties communicating and sharing information. He has always seemed more concerned about flying under the radar than making a real effort at sales. He rarely leaves the office to see customers and only when he is formally requested to. I’ve found some emails he sent where he gave some of the worst sales pitches ever; one time even encouraging a customer not to buy because we didn’t have any good deals, but we did. He’s a good guy and does a good job at doing what his assistant should be doing, and that’s all. I’ve known this for some time while others have not really noticed. I predicted months ago that we might have some problems with the hand off.
The boss, my father has a little problem with boundaries and trying to be a friend before a manager. He’s not the most forward thinking or organized business manager. Due to this there has been a distinct lack of transition plan, role clarity, and even a firm retirement date. I thought the retirement date was April 1 but now apparently the retiree told another employee that he’s staying on a few more weeks.
I really need to get aggressive and out in front of customers as it’s the last real time frame to effect business for the year and we need to make quota this year. If this makes any sense, I don’t want to embarrass him by blatantly doing the job as it should be done in front of him. I have to be honest, after seeing his sales pitch, I and another manager think it is best that I see customers alone.
He’s 66 and I’m 37 if that makes any difference. He has 13 years in the company to my 10 as a full time rep. He’s one of those old school guys that considers age as superiority and high capability. Due to this, I’m trying to save face for him so he can leave without hard feelings, but he’s really not cooperating. I suspect there may be a tendency towards passive aggressiveness on the retirees part. He may be getting cold feet. I can’t say for sure.
He probably just needs to be firmly told what to do and directed, but this is my father’s weakness and it’s not really my job.
I’m thinking that there also may be a subtle way to light a fire under him. Thoughts?