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Workplace Leadership Safety: Transitional Steps Training Course

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This training discusses steps and strategies to use when making the transition from an employee to leadership.

11 minutes   |   SKU: AT150    |    Language(s): EN / ES / FR    |    Produced 2025

SKU:

AT150

Language(s):

EN / ES / FR

Updated:

2025

Length

11 minutes

Training Objectives

Identify common issues in transitioning to leadership
Describe steps to becoming an effective leader
Discuss strategies for dealing with changing roles and relationships
Describe best practices in making the shift to a management role

Course Overview

Getting a promotion at work is an exciting experience! However, it can also be scary as you figure out your new role in the company. Oftentimes this also means changing relationships with those around you. This training will teach you some steps and strategies you can use to help ease the transition from employee to supervisor. Going from peer to leader doesn’t have to be hard if you follow some easy tips!

One of the biggest changes when you get promoted from within is the relationships you have with others. Colleagues who used to be peers and friends may now be your direct reports, making those relationships awkward at times. One suggestion to ease this is to have a conversation with these people early on in the transition. Discuss what the relationship will look like moving forward and set up boundaries that will help keep you both comfortable. The best solution is often to keep the professional and personal relationships separate.

Moving into management can be difficult even without the added relationship issues. Time and communication are two of the most important things you’ll need to make the transition. Communicate with the outgoing leader if possible to find out where the team stands on projects and goals and get any relevant information. Be patient with yourself and those you’re now managing as you both become accustomed to a new leadership style and expectations.

This course will help you understand the best way to move from being an employee to being a supervisor. You will learn tips and tricks to help make the transition as smooth as possible, including what to do if you’re now managing people who used to be your peers. Becoming a leader in an organization should be an exciting time with as little stress as possible!

This program is available with Spanish and French closed captions.

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No Worries. Here’s Some Helpful Info.

Are there specific questions that can be helpful to ask the outgoing supervisor when taking over a management position?


Yes, if possible it’s good to ask about the strengths and weaknesses of the team, current goals and any obstacles, key players, and any other advice they may have.


What types of things should I discuss with employees during one-on-one meetings?


When taking over a team, it’s a good idea to get to know your employees early on. Ask questions about them, how long they’ve been with the team, what projects they are working on, any challenges they have, ideas and suggestions, and what support they need from you as the manager.


When should you meet with new employees when taking over as leader?


It’s recommended that you conduct one-on-one meetings within the first 30 to 60 days of becoming the leader.


Does being a supervisor mean I can no longer be friends with people at work?


No, but it does mean the relationship will change. It’s important to differentiate between personal and professional relationships and keep them separate.


How might my duties change now that I’m a leader?


Instead of being task-oriented, many of your daily goals will include people-centered activities like hiring, coaching, counseling, communicating, directing, evaluating, and firing if needed.


Disclaimer: The information provided on this page is subject to change and is for promotional and informational purposes only. Prior to acting on the information contained on this page, verify all information against the latest OSHA and applicable standards, regulations, and guidelines. Please also contact us with any questions you have related to this information. Under no circumstances will Atlantic Training, LLC be held responsible for direct, indirect, consequential, or incidental injuries or damages, or any damages or injuries whatsoever, whether resulting from contract, negligence, or other torts, related to the utilization of this information or the contents of this page. Atlantic Training retains the right to incorporate, remove, or adjust the contents on this page without prior notice.