Personal Development

Leadership and Management Development

A Guide for First-Time Managers.

Stepping into management for the first time is both exciting and a little intimidating. Suddenly, you’re not only accountable for your own results - you’re also responsible for guiding, supporting, and motivating a team, which calls for a completely different mindset and set of skills.

At the same time, you’re moving away from your previous role, with its familiar habits, responsibilities, and relationships. That shift can create some natural friction as you establish new ways of working and leading those who were your peers.

This guide offers practical tips and insights to help you find your footing quickly and thrive as you begin this next chapter in your career.

1. Expectations: Understand Your Role and Responsibilities.

The first step to effective management is having a crystal-clear picture of what’s expected of you. It may sound obvious, but the basics are easy to overlook. Review your job description carefully and check in with your manager and key stakeholders to confirm priorities or any additional duties. Understanding both the formal requirements and the informal expectations others may have will help you set realistic goals, prioritise tasks, and manage workloads with confidence.

2. Connections. Build Strong Relationships with Your Team

Your success as a manager largely depends on the strength of your relationships with your team members. Take the time to get to know each team member individually if they are new to you. Understand their strengths, weaknesses, and career aspirations. Train people well enough so they can leave, treat them well enough so they don't want to (Sir Richard Branson). 

If you've recently been promoted and are now leading a team that includes former peers, it's important to acknowledge the shift and set a foundation for success. Here are a few key steps to consider:

  • Have an Open Conversation: Talk to your former peers about your new role. Be honest about the challenges ahead and share your commitment to the team’s success.
  • Set Clear Boundaries and Expectations: Define your responsibilities and clarify how your role has changed. This helps prevent confusion and ensures everyone understands the new dynamics.
  • Invite Their Support and Feedback: Let them know their input is valued. Encourage open dialogue and make them feel part of your journey, not left behind.
  • Lead with Empathy and Respect: Recognise that the transition may be challenging for them too. Maintain trust by being fair, consistent, and transparent.

By fostering inclusion and clarity, you can turn a potentially awkward transition into a powerful opportunity for team growth and cohesion.

Remember, people don’t leave a job, they leave their manager (Marcus Buckingham).

3. Communicate Effectively

Effective communication is key to successful management. Ensure that you understand your own communication style and consider the perceptions and behavioural differences of everyone you’re managing. Tools like Insights Discovery are brilliant for this. Encourage open dialogue and active listening. View meetings as a process, not an event. 

Here's a quick guide to running a perfect meeting:

1. Before the Meeting

          Circulate the Agenda Early

  • Include time allocations per item.
  • Ask attendees to confirm relevance and suggest priorities.
  • Clarify who needs to attend and who can opt out.

2. Know Your Audience

  • Use tools like Insights Discovery to tailor communication styles.
  • Consider how different colour energies (Fiery Red, Sunshine Yellow, Earth Green, Cool Blue) might respond to structure, spontaneity, or detail.

3. During the Meeting

  • Stick to a Fixed End Time
  • Respect people’s time.
  • Park unresolved items for follow-up or offline discussion.

4. Rotate the Chair Role

  • Builds empathy and leadership skills.
  • Encourages shared responsibility and engagement.

5. Use AI or Manual Minute-Taking

  • Capture decisions, actions, and accountability.
  • Tools like Microsoft Teams, Otter.ai, or Notion AI can help automate this.

6. Clarify Actions Before Closing

  • Go around the room: “What are you doing next and by when?”
  • This reduces misinterpretation and boosts ownership.

7. After the Meeting

Share a Summary

  • Include action items, owners, and deadlines.
  • Keep it concise and accessible.

Follow Up

  • Check progress on actions.
  • Use colour energy insights to tailor your follow-up style (e.g. Red prefers directness, Green prefers empathy).

4. Set Clear Goals and Expectations.

Setting clear goals and expectations is crucial for team productivity and morale. In 2012 Google released the findings of a two-year project that set out to identify the ‘secret sauce’ to high-performing teams. They called this campaign 'Project Aristotle’. After examining over 180 teams and 250 variables from Personality to Skills, good Psychological Safety was identified as the most common thread of those teams who were outperforming others and reaching the high bar Google set. 

Dependability was at number two and Structure and Clarity came in as the third most important factor to help a team to become outstanding. Structure and Clarity mean that each individual understands the expectations of their job, the process for fulfilling these expectations, and has complete clarity on what they are being measured against.

Work with your team to explore job roles, cross-overs, changes and possible new remits. Establish SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals. Clearly communicate these goals and have them played back to remove any ambiguity, then provide the necessary resources and support that team members need to achieve these goals.

5. Delegate Wisely

As a manager, it's important to delegate tasks effectively. Trust your team members to handle responsibilities and avoid micromanaging. Delegation not only helps distribute the workload but also empowers your team and promotes their professional growth. Adopt a "fail fast" approach to learning and experimenting to learn from mistakes and adapt quickly. Take time to coach your team when new tasks, experiments or projects don’t meet the expectations you have set – you can’t judge someone against something they don’t know or haven’t been told.

6. Provide Constructive Feedback

To manage effectively using the principles of the One-Minute Manager, you need to shift your mindset from scheduled feedback to spontaneous, purposeful interaction. Instead of waiting for monthly one-to-ones, you make feedback a natural part of your daily leadership rhythm. You observe, you respond, and you guide—all in the moment.

When a team member does something well, you don’t just think it—you say it. You describe exactly what they did, why it mattered, and how it contributed to the team’s success. This kind of recognition reinforces positive behaviour and builds confidence. It’s quick, specific, and sincere.

When something doesn’t go as expected, you don’t delay the conversation. You address it immediately, focusing on the behaviour - not the person. Avoiding a difficult conversation allows the issue to fester, grow and it'll spread like wildfire. You explain what you observed, why it didn’t meet expectations, and what could be done differently next time. You make sure your feedback is actionable and clear, and you always check that your expectations were understood in the first place. After all, you can’t hold someone accountable for something they weren’t told.

This approach creates a culture of clarity and continuous improvement. Your team knows where they stand, what’s expected, and how to grow. They feel supported, not judged. And because feedback is regular and relevant, it becomes part of how the team operates—not a separate event.

7. Lead by Example.

As a manager, your behaviour is more than just a personal choice—it’s a signal. Every action you take, every decision you make, and every value you uphold sets the tone for your team. Whether you realise it or not, your team is constantly observing you, drawing cues about what’s acceptable, what’s expected, and what’s valued.

If you want your team to be professional, you must consistently demonstrate professionalism yourself. If you expect openness and trust, you need to show that you’re open to feedback, transparent in your communication, and trustworthy in your actions. Integrity isn’t just a word—it’s something your team should see in how you handle challenges, make decisions, and treat others.

Work/life balance is another area where your example matters. If you send emails late at night, never take breaks, or constantly push through exhaustion, your team may feel pressured to do the same. But if you set boundaries, respect personal time, and encourage wellbeing, you give your team permission to do the same—and that builds a healthier, more sustainable culture.

Your commitment to the team’s success should be visible. Celebrate their wins, support their development, and show that you care about their growth as much as the organisation’s goals. When your team sees that you’re invested in them, they’re more likely to be invested in the work.

In short, lead by example. The culture you create starts with you.

8. Invest in Your Development

Management isn’t a destination—it’s a journey of continuous learning. The most effective leaders understand that their development doesn’t stop once they’ve reached a certain level. Instead, they actively seek out opportunities to grow, refine their skills, and stay informed about the evolving landscape of leadership and team dynamics.

This means making time for professional development. It could be attending workshops, enrolling in leadership training, reading books and articles on management theory, or listening to podcasts from respected voices in your industry. It also means learning from others—connecting with fellow managers, joining peer networks, and sharing experiences. These conversations often reveal practical insights that formal training can’t always provide.

Staying current with best practices and industry trends helps you lead with confidence and relevance. It allows you to adapt your approach, introduce new ideas, and respond effectively to challenges. And if your organisation offers access to a business partner or HR advisor, make use of that relationship. They can help you navigate the more complex, legal aspects of managing people—whether it’s handling sensitive requests, understanding employment law, or ensuring compliance with internal policies.

Ultimately, investing in your own growth sends a powerful message to your team: that learning matters, that leadership is a craft, and that you’re committed to being the best version of yourself—for them and for the organisation.

9. Protect your time.

After a promotion, it’s natural to want to prove yourself—to go the extra mile, take on more responsibility, and show that you’re worthy of the role. That drive is admirable, and it’s often part of what got you noticed in the first place. But it’s important to recognise that leadership isn’t just about doing more—it’s about doing what’s sustainable.

In the early days, you might find yourself working longer hours, saying yes to everything, and being constantly available. That can help push key projects over the line, but if it becomes your default mode, it starts to take a toll. The business might benefit in the short term, but your wellbeing, relationships, and long-term effectiveness will suffer.

Managing your time isn’t just a personal concern—it’s a leadership responsibility. When you model healthy boundaries, you give your team permission to do the same. When you prioritise rest, hobbies, family, and even time with your pets, you show that success doesn’t have to come at the cost of your personal life.

Being too available can quickly become a trap. You might feel indispensable, but over time, it can lead to burnout, resentment, and a lack of clarity around roles and responsibilities. Instead, build a rhythm that includes time for yourself. Protect your evenings when you can. Take breaks. Let your team know that while you’re committed, you also value balance—and they should too.

Leadership is a marathon, not a sprint. Pace yourself, and you’ll be able to lead with energy, clarity, and compassion for the long haul.

Conclusion

Transitioning into a managerial role marks a significant turning point in your career. It’s a moment filled with pride, anticipation, and often a strong desire to prove yourself. You step into the role ready to take on more, eager to lead, and determined to make a difference. But success in management isn’t just about doing more—it’s about doing things differently.

As a new manager, your responsibilities shift. You’re no longer just responsible for your own output—you’re responsible for the performance, wellbeing, and development of others. That means building strong relationships, communicating with clarity, and setting goals that your team can understand and commit to. It means learning to delegate—not because you’re stepping back, but because you’re stepping up to empower others.

You’ll need to provide feedback regularly, not just during formal reviews. The most effective managers give feedback in the moment—clear, constructive, and focused on behaviour, not personality. You’ll also need to lead by example. Your team will look to you to understand what’s acceptable, what’s valued, and what kind of culture they’re part of. Your professionalism, integrity, openness, and respect for work/life balance will shape the environment they work in.

And just as you support your team’s growth, you must invest in your own. Management is a skill that’s developed over time. Seek out training, read widely, and connect with other leaders. Learn from their experiences and share your own. If you have access to a business partner or HR advisor, use that relationship to understand the legal and procedural aspects of managing people - it’s part of your toolkit now.

Above all, remember that great managers are made, not born. You don’t need to have all the answers right away. What matters is your willingness to learn, to adapt, and to lead with purpose. This is the beginning of a new chapter - and with the right mindset, it can be one of the most rewarding journeys of your career.

James Hampton (He/Him)

James Hampton (He/Him)

Director

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