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SHIFT: THE JOURNEY FROM DOING TO LEADING

This immersive 3-module course equips managers with the mindset, skills, and tools to lead others with clarity, empathy, and accountability.

What to Expect

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Behavioral assessments for attendees and up to 2 direct reports.

 Weekly 2-hour Sessions

Small class size to promote engaging group discussions.

Dynamic virtual learning experience with expert-led training & exercises.

Program Outline

FOUNDATIONS - SHIFTING MINDSETS

Goal: Understand the shift from doing the work to enabling others to succeed.

Redefine your role

  • Explore the transition from peer to manager and new responsibilities.
  • Navigate identity shifts: Balance former colleague dynamics with emerging authority.
  • Time Management: Organize time around strategic tasks and leadership demands.

Leadership Introduction

  • Explore leadership frameworks to identify your core style.
  • Situational leadership: Learn to adapt your approach to meet the diverse needs of each team member.

Manager Basics

  • Anticipate hurdles: Learn to navigate early challenges with confidence.
  • Debunk common myths: Separate perceptions from the realities of people leadership.
  • Foster trust: Cultivate psychological safety as the cornerstone of team success.

Activities:

  • Complete Manager Competency Self-Assessment.
  • Take a Behavioral Assessment.
  • Reflect with the prompt: What kind of leader do I want to be?

CORE MANGEMENT SKILLS

Goal: Build essential capabilities to support team performance and engagement.

Objectives and Outcomes

  • Align goals: Use SMART goals and OKRs to connect team to business outcomes.
  • Accountability: Communicate priorities clearly and confirm mutual understanding.
  • Performance management:
    • Set standards and measure performance.
    • Give continuous, real-time feedback.
    • Document and track performance.

Lead with impact

  • Recognize when to direct, coach, support, or delegate: Use active listening and powerful questions to support learning.
  • Delegate with purpose: Share responsibilities effectively while ensuring follow-through.
  • 1-on-1s: Create structured, development-focused conversations.

Activities:

  • Roleplays and practice sessions for real-time skill application.
  • Participate in peer learning groups to build networks and accountability.
  • Utilize a Manager Toolkit with practical templates for meetings and evaluations.

LEADING WITH EMOTIONAL INTELLIGENCE

Goal: Deepen people skills and self-awareness for stronger team dynamics.

Increase EQ

  • Understand emotional dynamics in yourself and your team.
  • Flex your leadership style across personality types and preferences.
  • Manage pressure and uncertainty with emotional resilience.

Conduct hard conversations

  • Gain exposure to common communication frameworks.
  • Navigate tension while maintaining composure and respect.
  • Acknowledge biases that affect how feedback and coaching are delivered.

Think strategically

  • Develop higher-level thinking beyond day-to-day tasks.
  • Embrace influence: Learn skills for cross-functional collaboration or leading peers/stakeholders without direct authority.
  • Prioritize effectively and make confident decisions under pressure.

Run purposeful meetings

  • Encourage inclusive participation and ownership.
  • Deal with disruptive or disengaged behavior with tact and grace.

Activities:

  • Complete a guided reflection: “How do I show up under pressure?”
  • Engage in scenario-based role plays that simulate high-stakes interactions.

Your Instructors

Testimonials From Attendees

This has been very eye-opening because you know who you are, you look at yourself in the mirror every day but seeing the results of the (behavioral assessment) on paper, it's definitely helped me take a different approach.

I'm already starting to use the materials I learned from the last session.

I liked hearing the different views from everyone when going over homework.

My favorite part of the course was the group interaction.

My favorite part was learning how your quadrant contains overused skills.

I learned a lot about my overused strength, which is being super positive. It's an overused strength that can stop you from being productive. I realized I’m quick to jump in, to overtalk to push through the uncomfortable silence, instead of allowing others time to think.

Participating in the program brought me both self-awareness and wellness. We give others constructive criticism, but it's not often you get time to self-assess. The program forces us to deal with ourselves.

Don’t miss this opportunity to enhance your leadership abilities and build resilience in the face of adversity.

Enroll now and unlock your full potential as a leader.

This LIVE nine-week virtual course offers a dynamic learning experience, combining behavioral assessments, expert-led training sessions, practical exercises, and engaging group discussions.

By actively participating in this course, you’ll gain invaluable insights and practical techniques to adapt effectively.

Book a private course for your organization today!

Reserve A Private Class

Or learn more by filling out the form!

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Wendy uses the experience of going through cancer to understand how to TRULY support others during turbulent times. She has turned this into a situational leadership course. See her tell her story.

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