Worksheet handout to accommodate the 'Becoming a New Manager' presentation given at the STC Summit 2015 international conference.

1. Worksheet
Becoming New Manager
Todd DeLuca
@TechCommTodd
@STC_Summit #stc15
#stc15leaders

2. New Manager
Worksheet Contents
• Getting Prepared
• Taking an Inventory
• Charting a Course
• Hitting the Road
• Settling In
• Is it right for me?
• Starting with basics
• Leadership Activities
• New Manager Advice
• DoThis
• In Summary

3. Getting Prepared –
Taking an Inventory
Leadership
 Why do you want to be a
manager?
 What kind of leader are you?
 Do you see yourself as more of
a supervisor (monitor and
report) or manager (direct and
make decisions)?
 Do you still expect or want to
‘work’ and be a writer?
Motivation
 What’s your motivation?
 Money
 Responsibility
 Respect or authority
 What are you looking for?
 What are your goals?

4. Getting Prepared –
Taking an Inventory
Expectations
 What are your expectations?
 What sort of difference will you
make?
 Are you prepared to not do
your current job?
 Do you want to work for the
same company/group?
Current Environment
 Is your company a good fit?
 Do you want to work with the
other managers? (join the club)
 Do you like working for the
company? Enjoy the culture?
 Is the company growing?
 Is your best opportunity here or
elsewhere?

5. Getting Prepared –
Taking an Inventory
What’s my profile?
 What are your strengths
 Where can you improve?
 What experience do you have?
 Are you trustworthy?
 Are you enthusiastic?
How do I fit?
 Are you known?
 Are you respected by peers?
 How are your people skills?
 Do you get along with others?
 Are you compatible with
company culture?

6. Getting Prepared –
Taking an Inventory
Succession Planning
 How prepared are you to
move?
 Who will do your current job if
you’re promoted?
 Is there documentation to train
others?
 Are there any solid candidates
to succeed you?

7. Getting Prepared –
Charting a Course
Note Surroundings
 What is the next promotion or
advancement level?
 Do you know the
requirements?
 How close are you to
supervise?
 Are there spots or potential
openings you can pull into?
Check forTravelers
 Who else might compete for
the job you want?
 Are those candidates in front of
or behind you?
 How entrenched are the
current leaders?

8. Getting Prepared –
Charting a Course
Identify Passengers
 Are there coworkers who will
support you?
 Is there somebody who’s been
there?
 People who can vouch for you
or provide reference?
Identify Navigators
 Do you know someone who
might be a mentor?
 Does somebody you know
have an inside track or ear to
the ground?

9. Getting Prepared –
Hitting the Road
Talk about Plans
 Let people know where you’ve
been and where you’re headed
 Talk about your experiences
and accomplishments
 Tell people your aspirations
and goals
Share the Road
 Offer ideas and solutions to
problems (Proactive)
 Offer to help and find ways to
support others on your team or
in organization

10. Getting Prepared –
Hitting the Road
DocumentYour Position
 Write down what you do and
how you do it
 Prepare to train someone else

11. Settling In –
How is this different?
 Responsible for others (work, behavior, and effort)
 Evaluated by team performance (not individual work)
 Not an individual contributor (most of the time)
 Multiple roles (you’re the decision maker)
 Follow company policy and implement others’ directives
 You are the last word for the team (successes and failures end with you)

12. Settling In –
Starting with the Basics
 FirstThings First (Learn the ropes - research, read, study)
 Go Slow (Tread lightly)
 Know your responsibilities (Focus on stuff you have to do)
 Get to KnowYourTeam
 Engage them and show interest
 Ask questions (get suggestions, find motivation, …)
 FindYour Style (Be yourself)

13. Leadership Activities
• Demonstrate capability
• Perform your job (overachieve)
• Volunteer to do more
• Set yourself apart
• put in extra effort
• make improvements
• offer helpful ideas
• Act like a leader (be confident)
• Collaborate with others
• Ask for more responsibility
• Put yourself out there
• Make a name for yourself
New Manager Advice
• Start slow and give yourself
time
• Work through obstacles
• LetThingsGo
• ChangeGradually
• Do LessYourself
• Delegate
• TrustYourTeam

14. DoThis
• Document Experiences
(Take Inventory)
• Talk to Others
(ShareYour Plan)
• Assume Responsibility
(Hit the Road)
• Remove Barriers
(ManageObstacles)
• Build Alliances
(Gather Support)
• Find a Mentor
(Get Guidance)
In Summary
• Everyone’s Path is Different
• Some Routes are Shorter
• SomeTripsTake Longer
• Journey is influenced by
landscape and conditions
• Some roads are bumpier
than others
• Expect detours and
unexpected changes

15. Let’s Connect
@TechCommTodd
TechCommTodd
@gmail.com
TechCommTodd