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Workshop Framework

Stepping Into a New Leadership Role

This is a practical session for leaders moving into a new role. That might be a first management job, taking over a team someone else built, or being promoted to lead the people who used to be their peers. They work on their own real move throughout, and leave with a three-phase roadmap for their first three months.

120 minutes
6-12 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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What You'll Achieve with the Stepping Into a New Leadership Role Workshop

Real outcomes that transform your team

1

Leaders gain a clear roadmap for their first three months, enhancing their transition.

2

Improved trust and communication with the team, leading to better collaboration.

3

When to Use the Stepping Into a New Leadership Role Workshop

Perfect for these situations and team challenges

A new manager starting their first leadership role and needing to establish credibility.

An experienced leader taking over a team and wanting to integrate smoothly.

How the Stepping Into a New Leadership Role Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Check-in

Leaders introduce their real move and share their feelings about it through a quick check-in, setting the stage for the workshop.

2Step 2: The three traps

Participants learn about common traps new leaders face, identifying which trap they are most at risk of falling into by discussing in small groups.

3Step 3: Listen before you change

Leaders practice asking their new team about what works well, allowing them to gather insights before making changes.

4Step 4: Map who matters

Leaders create a stakeholder map to identify key individuals in their new role, focusing on those they need to engage early on.

Key Topics Covered in the Stepping Into a New Leadership Role Workshop

new leadership rolefirst management jobteam takeoverleadership workshopmanager training

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Increased awareness of stakeholder dynamics, aiding in strategic engagement.

4

Ability to identify and avoid common leadership traps, reducing early missteps.

A leader promoted from within who needs to navigate relationships with former peers.

A consultant coaching a client through their transition into a leadership role.

HR professionals seeking to provide effective onboarding support for new leaders.

Team Problems the Stepping Into a New Leadership Role Workshop Solves

Say goodbye to these common team challenges

New leaders often fail to listen before making changes, leading to distrust.

Leaders may struggle with navigating relationships with former peers.

Many lack a structured approach to their first few months, resulting in confusion.

Common traps can derail new leaders, causing them to make poor early decisions.

5Step 5: Keep, let go, start

Participants categorize team activities and initiatives into keep, let go, and start, enabling them to make informed decisions about their new role.

6Step 6: Your opening conversation

Leaders practice crafting and delivering their opening conversation with their team or former peers to establish trust and clarity.

7Step 7: Build your roadmap and check-out

Leaders develop a three-month plan with specific commitments and actions to take immediately, followed by a group check-out to summarize their intentions.

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