Learning & Development

Enable the Transition to Leadership for First-Time Managers Storyboard

Proactively build a solid leadership foundation to drive organizational results on the front lines and strengthen the leadership pipeline.

Enable the Transition to Leadership for First-Time Managers Executive Briefing

Use this document to make the case to your executives for building a first-time manager program to support new people leaders in the organization.

First-Time Manager Program Needs Analysis Tool

Use this tool to outline first-time manager expectations, analyze existing initiatives, and determine program needs.

First-Time Manager Learning Path Tool

Use this tool to determine first-time manager program delivery, initiatives, and timeline, and plan appropriate timing, duration, and relevance of development opportunities.

First-Time Manager Program Checklist – First-Time Manager

Use this checklist to capture first-time manager development tasks for first-time managers.

First-Time Manager Program Checklist – HR

Use this checklist to capture first-time manager development tasks for HR.

First-Time Manager Program Checklist – Direct Manager

Use this checklist to capture first-time manager development tasks for direct managers.

Customer Accountability Tracking Tool

Share this tool with emerging leaders to help structure the way they track accountabilities for specific client needs.

Framing the Customer Journey Reflection Tool

Distribute this tool with emerging leaders to organize their reflection and analysis of the customer journey when thinking about the importance of their interaction with...

Tackle Challenging Conversations to Support Customer Satisfaction Infographic

This infographic provides emerging leaders with key takeaways and sample phrasing for addressing challenging customer service situations.
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