Transitioning to Management:

From Doing to Leading

Overview

Moving from an individual contributor role to a management position requires more than a change in title—it demands a new mindset, skill set, and understanding of the complete employee lifecycle. This workshop equips new managers with the tools to lead effectively, covering every stage from recruiting and onboarding to performance management, progressive discipline, and, when necessary, termination. Participants leave with practical strategies for building engaged, high-performing teams.

Learning Objectives

By the end of this course, participants will be able to:

  1. Understand the manager’s role in the full employee lifecycle: recruiting, onboarding, performance management, progressive discipline, and termination.

  2. Delegate tasks and responsibilities while ensuring accountability and quality.

  3. Set clear expectations and communicate effectively with team members.

  4. Provide feedback and coaching that improves performance and builds engagement.

  5. Navigate difficult conversations with professionalism and empathy.

Who Should Attend

Employees newly promoted to management or supervision, as well as high-potential team members preparing for a leadership role and wanting a complete understanding of team leadership responsibilities.

Format & Duration

  • Full-day workshop (option for half-day condensed version)

  • Available in-person or virtually

  • Includes interactive discussions, role plays, and employee lifecycle case studies

Course Materials & Follow-Up

Participants receive:

  • New manager toolkit covering each stage of the employee lifecycle

  • Delegation, feedback, and performance management templates

  • Post-session 90-day transition action plan

Why This Course Works

This program blends practical frameworks with real-world examples, ensuring participants understand both the human and procedural aspects of management—from hiring the right people to helping teams thrive and addressing challenges with confidence.