First-time manager essentials: Stepping up from colleague to team leader

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 10 details that are specific to your organisation.

See the live deck See the full outline

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Length: 45 min
Lessons: 6 lessons
Frequency: At promotion, in a new-manager cohort
Last reviewed: 21 Oct 2026

Setting expectations and running your first team meeting

What would you do?

Dev's team is quiet and sceptical

Try it: this is one of 19 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

6 lessons, about 45 minutes
Process, tabs, scenario, accordion and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

10 slides
Quiz, word cloud, poll, scale slides
A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

Post-course feedback, about 2 minutes
30-day check-in
Anonymous by default
Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

ID	Objective	Source	Where it's covered
TO 249.0	Achieve ≥ 80% on the final assessment	-	Whole course
SO 249.1	Describe what changes when you move from doing the work to leading others, and what the organisation expects of a manager + your info	Best practice; organisation's manager framework	Whole course
SO 249.2	Sort tasks into "my job now" and "my old job" and choose what to let go of	Best practice	Whole course
SO 249.3	Set clear expectations and run a first team meeting that gives everyone a role	Best practice	Whole course
SO 249.4	Plan regular one-to-ones, manage your own workload and know who to ask for help + your info	Best practice; organisation's people policies	Whole course
SO 249.5	Build a simple first-90-days plan with three conversations, three habits and one early win	Best practice	Whole course

Your part: what a template can't do for you

Your workplace details: fill in the 10 highlighted fields so the course describes your own policies, contacts and locations.
Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 45 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise

Why the first month as a manager feels different

3 pages

8 min

Before you beginNoteList

Priya's first weekTextImage

What would you do first?ChecklistKey factQuiz

What the organisation expects of a manager (and what it does not)

3 pages

8 min

The manager's core jobsTabs

Know your limitsAccordionYour infoNote

CheckFlashcardsMatching quiz

Manager or leader? Your job day to day

3 pages

8 min

My job now, my old jobSorting activity

The balanceTimelineText

CheckQuizMulti-select quiz

Setting expectations and running your first team meeting

3 pages

8 min

Say what good looks likeProcessText

The first team meetingTabsChecklist

A good first meetingScenarioQuiz

One-to-ones, workload and asking for help

3 pages

8 min

A one-to-one that worksProcessText

Too much on your plateScenario

Who can help you?ProcessYour infoYour infoYour infoNoteQuiz

Your first 90 days and the final assessment

2 pages

5 min

Your planProcessChecklistNoteYour info

PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "your first 90 days as a manager

Word cloudOne word for how you felt in your first week as a manager (or how you expect to)

PollWhich part of the move to manager worries you most?

ContentThree shifts: from doing to enabling, from answers to questions, from your results to the team's results

QuizWhich task is best to hand over first? A recurring task with a clear outcome ✔ · A crisis · A task nobody has explained · Your hardest problem

QuizA team member says they cannot take on a new report. You… (Ask what is in the way and agree what to pause ✔)

ContentYour first-month plan on one page (listen · agree expectations · start one-to-ones · hand over one task)

ScaleHow confident are you running a one-to-one?

Open-ended / Q&AOne question you want to ask about being a manager

Content · customiseClosing {{HR_CONTACT}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}, {{COURSE_URL}}

Post-course feedback: 11 questions, about 2 min

Overall rating 5 stars
Relevant, realistic, right length, helpful activities agree/disagree grid
What was most useful? multi-select
Confidence before this course, and now 1-5 scale
Which part is still hardest? multiple choice
How confident are you running a one-to-one? 1-5 scale
Which course should come next? ranking
I feel comfortable asking for help as a manager. 1-5 scale
One thing we should change or add open text
Would you recommend this course? NPS

30-day check-in

Have you used what you learned since the course? multiple choice
How confident are you today? Compare with day 1 1-5 scale
Do you know where to find the manager framework and the people policies? yes / no / not sure
A moment where the training helped, or where you weren't sure open text
Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

10 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

Who managers ask about people questions{{HR_CONTACT}}
Link to your people policies{{PEOPLE_POLICY_LINK}}
Link to your manager competency or leadership framework{{MANAGER_FRAMEWORK_LINK}}
The confidential route for raising a conduct or safety concern{{SPEAK_UP_ROUTE}}
Link to your employee assistance or wellbeing support{{EMPLOYEE_ASSISTANCE_LINK}}
Link to the next course in your leadership path{{NEXT_COURSE_LINK}}

Show all 10 fields

Where course completions are recorded{{LMS_OR_RECORD_SYSTEM}}
Link to the self-paced course{{COURSE_URL}}
Link to the baseline survey{{SURVEY_1_URL}}
Link to the post-course and 30-day survey{{SURVEY_2_URL}}

FAQ

Common questions

Can I run first-time manager essentials: Stepping up from colleague to team leader training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At promotion, in a new-manager cohort, and in the first 90 days of a new role.

Who needs this training?

New and newly promoted team leaders, supervisors and managers; run by L&D with HR business partners.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck