From manager to director: taking the step up

Are you considering taking the next step into a director position? Graham Wilson, Leadership Wizard and Founder and CEO of Successfactory, shares his thoughts on what makes a great director, the skills required to succeed, how to know if you are ready to take the leap, and steps to take to progress.

10 mins read
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5 months ago

​What makes a great director? How do you know if you’re ready to take that next step up in your career? How important are qualifications at that level? These are just some of the questions we asked Graham Wilson, Leadership Wizard and Founder and CEO of Successfactory.  

Watch the short video interview or read the full interview below: 

Q: What makes a great director?

A: When it comes to leadership, the only thing we can control is our behavior. The rest of it is about other people deciding whether they want to follow. Going from a manager to a director, you’ve still got to be an authentic person. You should strive to be who you are, and the more you are really yourself, the more people will trust you. The more people trust you, the more likely they are to follow you.

You've got to have the capability to create a high-performance environment where success is inevitable. I think quite often we're very good at setting goals and giving direction, but we then don't spend enough time to actually remove the barriers that can stop you from being successful. You've also got to get comfortable, particularly in today's world, with the volatility of the marketplace. You’ve got to be comfortable with ambiguity and leading without knowing all the answers.

Additionally, you can’t be a successful director without a great team around you, so your ability to build teams is fundamental. When someone says to me:‘Is that person a great director?’, I say:‘Well, let me have a look at the team around them’. Being a good director means almost making yourself redundant, because you want the team to be delivering on the business, which will give you time to do the strategic thinking.

Finding the balance between strategy and culture is also key. You can have a great culture, but with a poor strategy, you'll fail. And if you have a great strategy with a poor culture, you'll also fail, so seek out both.

Ultimately, if you can build a high-performance environment, remove the barriers, you're authentic, can inspire action, can communicate with meaning, are good at storytelling, can unleash innovation in the organisation, then you’re in a great position. A great director drives the business forward with empathy, courage, and care, and realizes that at the end of the day, it's all about people.

Q: Are there different skill sets needed for being a manager and a director?

A: Skill sets are important and mindset is also really important. From a management point of view, you're more focused on the here and now, and the status quo, and making sure the business is efficient and effective, making sure that people are aligned behind the strategy, and actually driving the business forward.

As a director, you’ve still got to do the same sort of role, but it requires a slightly different skill set and a lot more strategic thinking. What I find with a lot of managers in the first stage of moving into that role, is they find that it’s a big step as they’ve got to get comfortable with the fact that they’re paid to think, they’re paid to look at a strategic level, not just an operational point of view.

Also, it's a different type of power. When you're a manager leading your team, you have a certain amount of positional power, whereas when you're a director working in a large organisation, you're often working across different functions and you're having to look at a holistic view of the business, so you also have to start to influence in a different way. Therefore, building your influencing and networking skills is really important. I think you should always have a relationship with every person in the business, plus all your key customers.

In summary, there are some subtle differences, but from a management point of view, I would say it's more about the ‘what’ and the ‘how’. Whereas at leadership and director levels, it’s more about the ‘why’ and the ‘how’ from a cultural point of view.

Q: Does being a good manager mean someone will naturally be a good director?

A: I think you are going to get a lot of people who are more naturally gifted to think in a strategic way and are big-picture thinkers. But I'm not a big fan of the idea that you're born to be a great leader or born to be a great director. I think it requires hard work.

If you don't change the way you operate, focus on developing your skills, and start to think about things differently, then you will probably fail.

Sometimes what can happen is people go to a leadership meeting and represent their part of the business, whereas they should be thinking and talking at a more strategic level across the whole organisation. I think you've got to be able to be comfortable with that and be able to make that shift. If you don't, then you might have been an amazing manager, but it doesn’t necessarily mean you’ll make a great director.

Q: How will someone know if they are ready for the next step up to director?

A: One of the key things that is important in a corporate organization is you cannot be promoted unless you've got a great team around you. Because if you take yourself away, then there might be an impact on performance. I think one way to look at it is if you can say: ‘I've developed my team, my team is a high performance, I have a successor in place who can take over my role, I'm prepared to develop and grow and shift my thinking into a more strategic role’, then you’re likely ready.

And having that flexibility of mind to know and recognize that it's not just a promotion and doing the same as what you would do now on a bigger scale; it's a different context. I think you’re ready when you're willing to adopt a new style, a new approach while still being authentic, you're really good at strategic thinking, you understand what strategy really is in today's world, and understand that it's a learning process, and how to be able to communicate with meaning.

A good manager will do everything technically correctly hit every KPI and get good results, whereas a great director will do all of that through their team but will also be able to give meaning to the strategy.

So, ultimately, I think a great indicator is when you're comfortable storytelling, you're comfortable presenting, you're feeling comfortable with ambiguity, you're comfortable without knowing all the answers, you're great at facilitating groups, and you feel comfortable moving out of your subject matter expertise area and thinking more holistically around the business, both internally and externally, in the short term and long term.

Q: What steps should someone take if they want to progress to director?

A: You've got to understand your rationale, your reason why you want to become a director. I think we can sometimes fall into the trap of it being money orientated and not recognising that it is a different role that requires a different level of resilience. You’re accountable for a bigger part of the business, so you've got to be comfortable with that. So certainly, building your resilience would be really important, and you want to start doing that now.

Being able to cope with pressure and perform in mission-critical situations is key, and develop what I call ‘the six pillars of resilience’, which is really understanding your purpose and what you really want out of life, what commitment you're prepared to give, how you want to live your life, and would a director position give you that.

The second thing is, how much energy and vitality do you have? Do you sleep well? Eat well? Do you practice mindfulness? Are you exercising and fit enough to be able to take on a more strategic role?

Also, you want to start building your support network now. You want to have good relationships across the business, make sure that you are persistent and can manage from an emotional intelligence point of view, and also start to develop conversational and storytelling skills.

I would suggest that you start that journey now. Get yourself a good coach, a good mentor, and start to think about what makes a great director. Who are some of the directors that you admire both inside your own organisation, and in other organizations as well?

The starting point has to be, ‘What's my reason why?’ then work backward from what great looks like and think ‘What am I going to work on that's going to help me to move into that director role’, and make sure you get the right support to make that happen.

Q: How relevant are qualifications, or are soft skills more important at that level?

A: Bit of both, really. In terms of leadership, you are measured on your results, so it's not just what you know, it's more about what you do with what you know. I think what academic qualifications do, is give you some rigour in thinking, but it doesn't necessarily mean that you are going to be successful. One of the things you ought to be thinking about as a director is, ‘What is it I need to do and be to be successful now and in the future?’

A challenge with a lot of qualifications is that they are often backward-looking. They’re research-based and based on what people did in the past. You've got to be really careful about which qualifications you go for. I think some people tend to just grab the MBA badge or whatever qualification it is, but for me, it's more about how you apply that knowledge.

You want to be thinking,‘How do I learn and grow and develop a great way of operating so that I build that credibility and deliver results?’I wouldn't discourage anyone in completing a qualification if that's something that you feel would benefit you, but I think the key really is about developing your softer skills such as your influencing skills, your persuasion skills, and negotiating skills.

One of the things we teach on our programmes is helping leaders to develop an authentic leadership brand. Look at your self-awareness and who you are, build on your strengths and create a leadership brand. If you can do that, that will certainly outweigh the qualifications.

Q: What's the one piece of advice you would give to someone who is looking to progress into a director position?

A: Be you. Be really comfortable with who you are.

Don't fall into the trap of trying to copy someone who you admire and someone who has been successful in the business, because they've been successful in the past and what you've got to do is carve out your own way of doing it. I think that's probably my top tip - be authentic, be real, be courageous and confident enough to be able to bring your real self to work, because the more real you are, the more influencing power you have. Which means that people are more likely to trust you and are more likely to follow you and do great things.

If you are looking to take that next step in your career or looking for a talented professional to join your business, get in touch with one of our specialist consultants today.

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Sales CV template: for Sales Executives and other sales professionals
2 mins read
  1. Article

Sales CV template: for Sales Executives and other sales professionals

​Whether you are a sales executive, supplier relationship manager or field sales consultant, use our free template to build your perfect sales CV today.

[Full Name]
[Home address]
[Contact Number] • [Email Address]

Personal Statement

Use this section of your CV to highlight the skills that would be transferable in a sales environment e.g. questioning and listening, tenacity, resilience and the ability to think on your feet. It’s also a good idea to include a link to your LinkedIn profile.

Sales professionals are target driven and financially motivated, so don't forget to highlight and "sell" yourself.

Try to avoid statements such as "I work well as part of a team and on my own initiative" or "I can communicate at all levels" - the majority of CVs contain these statements. CVs that show creativity stand out in sales.

Education

A relevant degree, for example Business Studies will give you a great start, but many degrees have a sales element, e.g. Psychology - understanding people, Engineering - problem solving, Law - negotiation skills etc.

It is important to present your education in a way that identifies you as a sales person.

In some sales positions experience trumps education, so if you don’t have a glittering academic record, make sure you elaborate on your experience.

[College/School Name]
[Date M/Y– Date M/Y]

A-levels:

  • [Subject] – [Grade]

  • [Subject] – [Grade]

  • [Subject] – [Grade]

GCSEs:

  • [Number] GCSEs, grades [range], including Maths and English

Work Experience

This should be brief and, as a general rule of thumb, focus on the last five years of your career, or last three roles, in chronological order with the most recent at the top. Highlight your key achievements, and aim to use bullet points rather than lengthy descriptions.

[Job Title], [Company Name] [Location]
[Date M/Y- Date M/Y]

Achievements and responsibilities:

  • Brief role overview

  • Worked alongside [team] to produce [project]

  • Implemented [change] which resulted in [benefit]

  • Received an [award name] for [reason]

Hobbies and Interests

This section is not essential, but can be a good opportunity to reinforce your application, and show a future employer what motivates you outside of work.

Don’t just say that you ‘like to socialise’ be specific, and don’t be afraid to share your successes. If you can put a sales slant on this part of your CV too, even better.

I’ve completed a marathon for [charity]

I negotiated my away across [country] on a budget, working as I went

References

References are available upon request.

Download our full sales CV template.

Accountant CV template
2 mins read
  1. Article

Accountant CV template

Are you an accountant looking to build the perfect curriculum vitae? Use our template today for a free example CV

[Full Name]
[Home address]
[Contact Number] • [Email Address]

Personal statement

This section is your chance to summarise the rest of the CV, and convince the recruiter to get in touch. It is important to keep it brief, between 50-200 words, and outline who you are, the technical skills you have to offer and your career aim. Achievements are better listed under each job, rather than in your profile.

I have developed strong technical experience within the accounting profession over recent years, specifically covering [analysis/month-end reporting/reconciliations]. I have worked with and am highly skilled in the use of [technologies/systems].

I am able to clearly articulate my thoughts, and have proven the ability to interact with both finance and non-finance staff in order to facilitate efficient reporting procedures. I now seek an opportunity within an [business type/industry] organisation, where I can bring significant value, and continue to develop my skills further whilst I finalise my studies.

Education

Given the importance of education – both accounting specific and general – in advancing through the early stages of your professional career, it is important to highlight your academic strengths early in your CV. Recruiters and employers looking for a PQ will want to see evidence without having to hunt for it. Be clear with your grading, and emphasis any specific topics studied.

[Examining body – ACA, ACCA, CIMA, AAT, ICM, IPP]
[Date M/Y– Date M/Y]

  • [list examinations passed]

[University Name]
[Date M/Y– Date M/Y]

  • [Degree subject] – [Grade]

[College/School Name]
[Date M/Y– Date M/Y]

  • [A Level Subject] – [Grade]

  • [A Level Subject] – [Grade]

  • [A Level Subject] – [Grade]

[College/School Name]
[Date M/Y– Date M/Y]

  • [Number] GCSEs, grades [range], including Maths and English

Work Experience

This should be a detailed outline of the work you have conducted throughout your career, listing your technical responsibilities gained through practical experience. Employers will not assume your knowledge – you must illustrate this clearly.

Do not be fooled by the suggestion that CVs should be limited to two pages – this is wholly irrelevant to professions which require evidence of responsibilities undertaken.

[Job Title], [Company Name] [Location]
[Date M/Y- Date M/Y]

Responsibilities:

  • Preparation of month-end management accounts to strict deadlines inclusive of P&L statement, fully reconciled balance sheet and debtor/creditor analysis

  • Production of variance analysis commentaries focusing upon [gross profit/sales/cost of sales/actuals vs budget]

  • Reconciliation of [number of] bank accounts in [GBP/EUR/USD/CADZAR/AUD] currencies

  • Preparation and submission of [VAT/CIS/PAYE/Intrastat/EC Sales] returns

  • Preparation and posting of [accrual/prepayment/payroll/depreciation/adjustment] journals

  • Maintenance of fixed asset register to include additions, disposals and depreciation

Achievements:

  • Implemented [change] which resulted in [benefit] – list as many as is suitable to benefit your application

  • Received an [award name] for [reason]

Hobbies and Interests

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I organise a weekly [sport] game, managing bookings, transport and help to coach the team
Undertook a [course] in order to improve my [skill]

References

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Download our full accountancy CV template.

Seven top tips for writing an inclusive job specification and description
7 mins read
  1. Article

Seven top tips for writing an inclusive job specification and description

Companies that are serious about fostering an inclusive work environment should begin by evaluating the very first interaction a job seeker has with their organisation: the job description and specification. According to a report from McKinsey, businesses that embrace diversity are 36% more likely to have better financial performance than their less diverse counterparts.  

“This is why it’s important organisations focus on writing inclusive job descriptions and specifications to attract a broader pool of talent,” said Chris Willsher, Regional Director at Reed.

To explore how businesses can craft more inclusive job descriptions, we spoke with recruitment experts across Reed, who shared actionable strategies for making job postings resonate with a more diverse audience.

1. Avoid gendered language

The language used in job descriptions can significantly impact who applies. Research shows certain words and phrases may discourage people from underrepresented groups, particularly women, from applying. Words like "aggressive" and "dominant" are often associated with male stereotypes and can subtly alienate female candidates. 

Chris emphasised the importance of being mindful of gendered language, adding that employers can inadvertently signal that their culture aligns more with male stereotypes. 

“Words like 'collaborative,' 'inclusive,' and 'supportive' tend to appeal to all genders,” he said, “whereas terms like 'competitive' or 'dominant' may inadvertently deter women or non-binary individuals for applying for your roles."

He suggested using a language decoding tool to help identify biased language such as this one, or even the free version of ChatGPT to identify any words that may need to be neutralised.

2. When it comes to experience and qualifications – use inclusive language

Companies often ask for extensive qualifications or specific years of experience in job descriptions, which can disproportionately discourage women and minority candidates. According to research from LinkedIn, women apply for jobs only if they meet 100% of the qualifications, whereas men will apply if they meet about 60%.

Michelle Topley, Permanent Recruitment Consultant in Reed’s Norwich office, in the UK, advises organisations, where possible, to rethink how they frame qualifications.

“Where possible, it’s important hiring managers focus on the skills and competencies needed to succeed in the role, rather than creating strict list of requirements,” she said.

“You need to really ask yourself if a qualification is 100% necessary for the vacancy you have, or is it just on your nice-to-have wish list?

“Don’t get me wrong, there are roles that need certain qualifications, especially in the legal field that I recruit for, but in the current climate where skills gaps are prevalent, you need to think about upskilling – can you train this person to do the job? So many talented people won’t even apply if they don’t tick every one of your boxes.”

3. Promote flexible working options

Flexible work arrangements are more important than ever for candidates, especially those balancing caregiving responsibilities or dealing with other personal challenges. Advertising flexible work options prominently in job descriptions can open the door to a more diverse talent pool.

Shaq Hills, a Business Manager – Practice Specialist based in Reed’s Reading branch, in the UK, specialises in accountancy and finance practice recruitment. He said companies which are truly committed to inclusion need to make sure job specifications and descriptions reflect that you really understand how diverse individuals have different needs.

He said: “Not every business can offer flexible working, but most can have a stab at offering some form of flexibility. By doing this you are highlighting that as a business you are committed to employee wellbeing, by offering a ‘positive’ work-life balance.

“This is a major draw, particularly for women, older workers and those with disabilities. If you offer it, make it a prominent feature."

4. Remove bias in job titles

Job titles can often carry hidden biases, which may prevent certain groups from applying. Titles like "salesman" or "chairman" reflect outdated, male-centric norms, while titles such as "guru" or "rockstar" - not that we recruit for many rockstars - may skew younger and discourage older applicants from applying.

Rebecca Moore, Business Manager for the Northampton Reed office, in the UK, said neutral job titles that don’t encourage bias and attract as many candidates as possible to your job are vital.

She said: “Some job titles are simply outdated, and anything with the word ‘man’ on the end should certainly not be entertained. They need to be clear; do exactly what it says on the tin, and welcome people from all walks of life.

“A great example of this is the job title 'software engineer' – it really is neutral and widely understood in the tech space. If you were trying to be more vibrant and out there you may want to call the role 'coding ninja' – but you must really think hard about it as something like this may alienate potential candidates who feel they don’t fit into the cultural stereotype that the word ‘ninja’ signifies.”

5. Include your commitment to diversity

Explicitly stating a company’s commitment to EDI&B in job descriptions signals to candidates that an organisation values a wide range of perspectives and experiences. A simple paragraph outlining your EDI&B initiatives or your dedication to creating an inclusive environment can make a significant impact on potential applicants.

London-based Area Manager and public sector HR recruiter, Bukola Odofin, is an advocate of company’s having a clear employee value proposition that fully embodies a company’s culture, goals and commitments.

She said: "Your commitment to diversity shouldn’t just be a vague statement at the bottom of the job description, it should be part of your employee value proposition.

“This proposition should be woven into the job and clearly highlighted in any description or specification that is written. On top of this, where possible clearly define how the vacancy contributes to building an inclusive environment within your company and mention any specific inclusion and diversity initiatives you have."

6. Encourage applications from underrepresented groups

Sometimes, simply encouraging people from underrepresented groups to apply can broaden the pool of candidates. Job postings can include phrases like, “We encourage candidates from diverse backgrounds to apply,” which can reassure applicants that the company genuinely values diversity.

Chris Willsher, Regional Director at Reed, said one way of encouraging applications from underrepresented sectors is to advertise roles on platforms which are popular with individuals from those groups.

“You can’t attract underrepresented groups to your roles without highlighting your commitment to diversity on your website and in job descriptions, and offering training programmes, internships, and mentorship opportunities aimed at underrepresented individuals,” he said.

“Another way of encouraging applications is to promote employee referrals from diverse backgrounds and provide unconscious bias training for hiring managers to ensure a fair recruitment process. These strategies help create an inclusive environment that attracts a wide range of applicants.”

7. Highlight personal development opportunities

Inclusive job descriptions should also highlight growth opportunities within a company. When businesses emphasise that they support employee development and provide clear career pathways, they attract candidates who not only want a job but want to belong to a workplace that invests in their future.

“If you really want to demonstrate you value your people you need to really emphasise your commitment to learning and growth,” said Hayley Bee, Technology Practice Lead in Newcastle’s Reed office, in the UK.

She added: “I specialise in technology recruitment where skill shortages are rife, so by highlighting that you invest in your employees’ development on both a personal and professional level, you can really show that you value your people.

“Candidates from marginalised backgrounds do look for signs that a company will offer them room to grow and flourish, particularly if they’ve been in previous work environments where this hasn’t been the case."

Crafting inclusive job descriptions is not a one-time effort. It requires ongoing reflection, feedback, and refinement. The way you write your job description sends a powerful message about your company, meaning you need to ensure the message you are sending out is one that demonstrates you value inclusion.

If you’re looking to hire, our network of specialist recruiters can assist you in creating job descriptions to reach a wide pool of talent for your role. Get in touch with one of our experts today.