The Internal Pivot Framework

Changing roles within your company can be the best of both worlds—new challenge, familiar context. Here's how to do it right.

Step 1: Honest Self-Assessment

Before pursuing an internal move, answer honestly:
  • Why do you want to leave your current role?
  • Is it the role itself, or something else (manager, team, project)?
  • What would make you stay if it were offered?

Step 2: Map the Landscape

Internal moves require political awareness:
  • Who controls the roles you want?
  • What's the informal process for internal transfers?
  • Will your current manager support you or block you?

Step 3: Build the Bridge

Don't blindside your manager. The ideal sequence:
  1. Express interest in growth privately with your manager first
  2. Get their support (or at least neutrality)
  3. Have exploratory conversations with target teams
  4. Formalize the process through HR

Step 4: Manage the Transition

If you get the new role:
  • Negotiate an appropriate transition timeline
  • Document everything for your successor
  • Leave your old team better than you found it

Your reputation for how you leave will follow you to your new role.

What This Looks Like in Practice

The Scenario: Alex, a first-time founder who had built a company from zero to $5M ARR, was exhausted. The board wanted to bring in an experienced CEO to scale to the next level. Alex wasn't sure if this was a vote of no confidence or a natural evolution—and whether stepping aside meant failure.

What He Did: Instead of reacting emotionally, Alex created space for clarity:

  1. He talked to three other founders who had gone through similar transitions
  2. He worked with an executive coach to separate his identity from the company
  3. He explored what role, if any, he wanted in the company's next chapter

The Outcome: The conversations revealed that bringing in a scaling CEO was common and often the right move—it wasn't about Alex's abilities, but about matching skills to stage. He negotiated a transition to Chief Product Officer, where he could focus on what he loved (building product) without the CEO responsibilities that drained him.

Two years later, the company hit $20M ARR. Alex was energized again, and glad he didn't let ego drive a reactive exit.

The Lesson: Founder transitions aren't failure—they're evolution. The question is whether you're in the driver's seat of that transition.

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What You'll Walk Away With

Our structured session produces concrete artifacts, not just conversation.

Decision Snapshot A clear-eyed assessment of your current situation—what's true, what's not, and what actually matters for your decision.

Fork Recommendation A specific direction (stay, go, or pivot) with the reasoning behind it, so you understand not just what to do but why.

Risk Map Everything that could go wrong with your chosen path, and how to mitigate each risk before it materializes.

Conversation Scripts Exact language for the hard conversations you need to have—with your boss, your partner, recruiters, or anyone else.

14-Day Action Plan The specific steps to take immediately after our session, so momentum doesn't stall.

30-Day Roadmap The longer-term plan for executing your decision, with milestones and check-in points.

These aren't templates—they're customized to your specific situation, role, and constraints.

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Ready for Personalized Guidance?

Every situation is different. If you want help thinking through yours—with someone who's seen hundreds of similar cases—consider working with a coach.

What you get:
  • A structured conversation to clarify your situation
  • Frameworks tailored to your specific circumstances
  • Scripts you can actually use
  • A clear action plan

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