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Workshop Framework

New Leader Integration

A New Leader Integration workshop helps an existing team and its incoming leader get to know each other quickly and honestly. The session ends with both sides saying what they need from each other. In two hours, the team and leader cover ground that would otherwise take months of guarded conversations.

120 minutes
8-16 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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What You'll Achieve with the New Leader Integration Workshop

Real outcomes that transform your team

1

Fosters open communication between new leaders and their teams.

2

Establishes clear expectations and agreements from both sides.

3

Reduces the time needed to build trust and rapport, accelerating team integration.

When to Use the New Leader Integration Workshop

Perfect for these situations and team challenges

When a new leader is appointed to an existing team and needs to establish trust quickly.

For HR partners supporting leadership transitions who want to facilitate effective team integration.

How the New Leader Integration Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Open Together

Set the purpose and rules with the leader present, allowing the team to prepare their questions while the leader steps out.

2Step 2: Team Prepares Without the Leader

The team forms small groups to generate honest questions and messages for the new leader, ensuring a safe and productive environment.

3Step 3: Leader Briefing

The facilitator briefs the leader privately, preparing them to respond thoughtfully to the team's questions and concerns.

4Step 4: Leader Responds

The leader returns to the team and answers the questions from the charts, facilitating open dialogue and capturing any promises made.

Key Topics Covered in the New Leader Integration Workshop

new leader integrationteam buildingleadership transitioneffective communication

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4

Addresses team concerns early, preventing assumptions and misunderstandings.

In scenarios where teams have experienced multiple leadership changes and need to rebuild trust.

For consultants helping teams navigate leadership changes while addressing team concerns.

When organizations seek to enhance communication and set clear expectations during leadership transitions.

Team Problems the New Leader Integration Workshop Solves

Say goodbye to these common team challenges

Eliminates guessing and assumptions about leadership expectations.

Addresses team anxieties regarding leadership changes.

Facilitates honest communication in a structured environment.

Helps new leaders understand team dynamics and history quickly.

5Step 5: What We Need From Each Other

Both sides express their expectations, capturing agreements on how they will work together moving forward.

6Step 6: Commit and Close

Recap the session, lock in agreements, and establish a check-in date to ensure ongoing communication and accountability.

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