How to manage the transition to first-time leader

Going from employee to manager for the first time can be very stressful. Various studies in the field show that there are many serious issues associated with the transition, and we at Ivital believe that companies can benefit from addressing this. That’s why we’ve gathered information on the topic and created a simple guide for a starter conversation when an employee is promoted to first-time manager.

The initial meeting with the first-time manager

  1. Openly discuss the challenges of going from being the top performer in the team to now having to make the team perform.
  2. Talk about the first-time manager’s relationship with former colleagues and how that relationship is affected by now being their manager.
  3. Tell the first-time manager that it can be just as difficult for former colleagues to adjust to this change, so it’s crucial that both parties talk openly about it.
  4. Focus on honesty between the first-time leader and their manager, as well as the first-time leader’s team. Let the first-time manager know that there are many things they need to learn in a short period of time, so it’s natural to ask for help often.
  5. Also, let the first-time manager know that it’s also okay to inform the team about the hard parts of the transition and that a helping hand is always welcome.
  6. Inform them that the pace of work will naturally increase, so it’s a good idea to be extra aware of your mental energy and bodily signals. Allow for some workdays to take place in a less chaotic environment (e.g. at home) where the pace can be slowed down and the brain can store all the new knowledge so it can be used most effectively.

As a first-time leader, you can use the elevator metaphor

When you’re in deficit, everything can feel like a challenge. Be extra conscious of your own surplus during this chaotic period. Imagine you are standing in a glass elevator. Are you at the top and in control, or are you in the basement and have lost it? Think about how this affects your view on issues and your employees’ energy. Think about how it affects your posture and energy when you arrive at work. When we’re at the top of the elevator, intuition often comes back to us. We find ourselves being creative and getting ideas again. When you’re in the basement, it feels like you’re just working harder and harder without getting anywhere. What can you do to create energy in your workday? As a first-time manager, it can be difficult to delegate. Try looking through your tasks and identify those that can be delegated. Remember, it’s often when we let go that we feel energized again. This way we can get back to the top of the elevator.

Three things that will strengthen first-time leaders’ personal leadership

  1. Create and prioritize time for yourself. Give yourself space for calm and reflection. Remember the elevator metaphor!
  2. Ensure attention to playing yourself and others better. Focus on the people, they are the ones who create the results. Examine what kind of leader you want to be. A classic example of how identity develops for individuals making the transition from employee to manager is getting used to setting aside time for planning and coaching others. You have to learn to value making others more productive as a job instead of only focusing on your own productivity.
  3. Remember that you and everyone else are only human. It’s human to fail and regret. The more you embrace yourself as imperfect, the better a leader you are. Know that mistakes are part of everyday life.

Be a present role model

You are seen all the time. Your coworkers look at you in meetings, when you’re working, and when you’re in the kitchen. You need to be aware of your signals and the role model you want to be, e.g. the one who constantly wants to make others better. Your appearance and energy set the standard and it spreads like ripples. If you always walk down the hallway with your head bent over your phone looking busy, it creates an atmosphere of busyness. If you have the energy to smile and look your employees in the eye when you cross paths, it creates an atmosphere of energy. Your employees instinctively sense this. The feeling of busyness makes them hide their problems until they are so big that it becomes critical. Excess signals that small problems can be brought up and solved continuously.

Summary

The pace picks up during the transition period, you have to deal with a new identity and a lot of new tasks. It’s okay to fail, to ask for help and to take time to feel if you’re heading in the right direction. Good luck from us at Ivital.

References
  • Bolander, P., Holmberg, I. & Fellbom, E. (2019). Learning to become manager: The identity work of first-time managers. Management Learning, 50(3), 282–301.
  • Debus, M., Fritz, C., & Philipp, M. (2018). A story of gains and losses: Intra-individual shifts in job characteristics and well-being when transitioning to a managerial role. Journal of Business and Psychology, 34, 637–655.
  • Freedman, M. A. (1998). Pathways and Crossroads to Institutional Leadership. Consulting Psychology Journal: Practice and Research, 50, 131-151.
  • Hay, A. (2014). ‘I don’t know what I am doing!’ Surfacing struggles of managerial identity work. Management Learning, 45(5), 509–524.
  • Hill, L. A. (1992). Becoming a Manager: Mastery of a New Identity. Boston, Massachusetts: Harvard Business School Press.
  • Ibarra, H. (1999). Provisional selves: Experimenting with image and identity in professional adaptation. Administrative Science Quarterly, 44(4), 764-791.
  • Park, H. H., & Faerman, S. (2019). Becoming a Manager: Learning the Importance of Emotional and Social Competence in Managerial Transitions. American Review of Public Administration, 49(1), 98–115.
  • Snook, S., Ibarra, H., & Ramo, G. L. (2008). Identity-Based Leader Development. Academia.

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Book a demo with Ivital

Request a demo and let us schedule a no-obligation introduction to our platform. Get insights into the features and see how Ivital can support your stress prevention efforts.

Choose a date and time that suits you and we will contact you.

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We have received your interest in our demo and will follow up via email within 1-3 business days. We look forward to taking the next steps with you.  

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Well-being analysis

Get an in-depth insight into departmental wellbeing and a data-based action plan.

The wellbeing analysis gives you as a manager concrete, relevant, and anonymized feedback on your employees’ stress levels and body awareness. The analysis reveals how specific levels of pressure are distributed across the department, identifies development points, and offers recommended actions to improve wellbeing.

Process and content

All employees fill out a short questionnaire about stress and body awareness, which takes about 6 minutes. The questionnaire is completed immediately before the workshop and again a month later, giving a clear picture of the department's development over time. There is an option to add specific questions that are particularly relevant to your situation.

For the manager

You receive an anonymized report with insights into employee stress levels and body awareness, including distribution of the different levels of pressure, identified development areas, and concrete recommendations for future actions.

For employees

Each employee receives personalized feedback based on their responses. This provides an individual insight into their own stress and body awareness and their development over time.

Integrated with workshops

If the Wellbeing Analysis is purchased together with a workshop, the report will include themes from the workshop. After the report is completed, we offer 30 minutes of online dialogue where the manager receives guidance on the content of the report and possible future actions.

Thank you for your order!

We have received your interest in our additive options and will follow up via email within 1-3 working days. We look forward to taking the next steps together with you.

If you have any questions or need further assistance, you are always welcome to contact us.

Poster with The Pressure Scale

To support and visualize the stress prevention efforts in daily work, we recommend a poster with The Pressure Scale. This poster can be displayed in the department to serve as a reference point for well-being and stress prevention.

Measure the temperature of the team - with or without the manager

The price is stated in DKK and is exclusive of VAT and mileage.

Purpose

This workshop aims to promote open dialog and collaboration within the team to identify and address challenges and opportunities in relation to work environment and well-being. The workshop can be customized with or without the presence of the manager, depending on the specific needs and wishes.

Worth

Whether the workshop is held with or without a manager, employees will gain a common foundation and a deeper understanding of the themes that affect their work environment and well-being. Through research-based knowledge about stress and well-being, the team will gain tools to optimize their collaboration and actions to promote well-being.

Concrete tools

Participants will gain experience with structured conversation techniques, as well as exercises and tools for stress prevention and well-being promotion. The workshop provides practical tools that both managers and employees can use in their daily work to improve the work environment. In addition, we provide flyers with a concrete stress prevention tool and QR codes for stress reduction exercises.

Reflection and sparring

The workshop includes time for individual reflection as well as group and plenary sparring. This process is designed to meet the specific needs of the group and create an open dialog that promotes mutual understanding and collaboration.

Handover to manager

If the manager participates in the workshop, there will be an opportunity for feedback and guidance for future actions based on the insights gained during the workshop.

Opportunities and considerations when choosing a workshop format

Including the manager: Benefits of including the manager in the workshop include the opportunity for direct dialog and collaboration between manager and employees, which can strengthen relationships and improve the team environment. However, some employees may experience limited openness in their sharing if the manager is present.

Without a leader: The workshop without manager allows employees to share challenges and concerns more openly, which can provide an honest insight into team wellbeing. After the workshop, an anonymized wellbeing report is provided for managers to use to understand and improve the work environment. In addition, 30 minutes of online dialogue and guidance on possible actions based on the results of the report is included.

Prevent and manage employee stress

The price is stated in DKK and is exclusive of VAT and mileage.

Purpose

This workshop aims to strengthen managers' skills to prevent, detect and effectively manage stress in their employees. By understanding the complex causes of stress and implementing organizational interventions, managers can create a more sustainable and healthy work culture.

Outcome

Managers will gain in-depth knowledge of the factors that can trigger stress in employees and the difference in approaching stress depending on the type of pressure. The workshop provides insights into how organizational change can support a sustainable work culture and promotes a common understanding and language around stress. Participants will have the opportunity to reflect on and discuss the complexities of stress management, which can lead to new insights and improved management strategies.

Concrete tools

Managers will get hands-on experience with exercises and tools to support collaboration with stressed employees. They will receive concrete guidance on how to best communicate with, manage and support employees through different stages of pressure. The tools will be applicable in everyday management situations and help managers create a safe and supportive work environment. To support the implementation of what was learned, we provide flyers with key points from the workshop.

Reflection

Participants are encouraged to reflect on their past experiences with stress management within their organization and identify new opportunities for future action. This reflection will help integrate the learning into their daily management practices.

Sparring

The workshop includes time for sparring in both small groups and plenary sessions, giving managers the opportunity to share experiences, learn from each other and develop collective strategies to manage stress in their teams.

Recommendations

To maximize the benefits of the workshop, we also recommend purchasing the poster og The Pressure Scale, which can be hung up in the department to visualize and support stress prevention efforts in daily work.

Stress prevention for managers

The price is stated in DKK and is exclusive of VAT and mileage.

The body as a resource

This workshop focuses on strengthening managers ability to prevent and manage stress, both in themselves and their employees, by using the body and concrete tools as a central resource in their strategies.

Outcome

Participants gain in-depth knowledge and practical experience that enables them to adjust and balance their own stress levels. They will gain insight into what factors can trigger stress and what consequences it can have for themselves and their teams. The workshop creates a common frame of reference that fosters a deeper understanding and the opportunity for new insights, which strengthens leaders' ability to navigate stressful situations.

Concrete tools

Participants will get experience with specific stress prevention exercises based on the latest research, such as breathing exercises, body scanning and techniques to identify and change unhelpful thought patterns. To ensure effective implementation, we provide flyers with key points from the workshop and QR codes for stress reduction exercises. Participants can take these flyers with them as a daily reminder and support to apply the techniques learned.

Reflection

Managers are encouraged to reflect on their own habits, thought patterns and management strategies. This reflection will help them identify areas where they can improve their own wellbeing and effectively prevent stress, both for themselves and their team.

Sparring

The workshop includes both individual reflection and sparring in small groups and plenary sessions. This feedback allows leaders to share experiences and insights, which promotes collective learning and development.

Recommendations

To maximize the benefits of the workshop, we also recommend purchasing the poster og The Pressure Scale, which can be hung up in the department to visualize and support stress prevention efforts in daily work.

Stress prevention for the employee

The price is stated in DKK and is exclusive of VAT and mileage.

The body as a resource

This workshop focuses on strengthening employees' ability to prevent overstrain through concrete strategies and knowledge. By starting with the body as an important resource, participants will gain practical tools to manage stress in everyday life.

Outcome

Participants will gain insight into the different stages and symptoms of stress and an understanding of how stress can affect both job satisfaction and work efficiency. We create a common frame of reference to help distinguish between busyness and stress and highlight why stress prevention is essential for both the individual and the team.

Concrete tools

Participants will get experience with specific stress prevention exercises based on the latest research, such as breathing exercises, body scanning and techniques to identify and change unhelpful thought patterns. To ensure effective implementation, we provide flyers with key points from the workshop and QR codes for stress reduction exercises. Participants can take these flyers with them as a daily reminder and support to apply the techniques learned.

Outcome

Participants will gain insight into the different stages and symptoms of stress and an understanding of how stress can affect both job satisfaction and work efficiency. We create a common frame of reference to help distinguish between busyness and stress and highlight why stress prevention is essential for both the individual and the team.

Reflection

Employees are invited to reflect on their own habits, thoughts and behavior patterns. This reflection helps them identify personal risk factors and areas where they can implement the learned strategies.

Sparring

The workshop includes both individual reflection and group sparring. Participants will have the opportunity to spar in small groups as well as in plenary, giving them different perspectives and strengthening collective learning.

Recommendations

To maximize the benefits of the workshop, we also recommend purchasing the poster og The Pressure Scale, which can be hung up in the department to visualize and support stress prevention efforts in daily work.

Thank you for your inquiry!

We have received your interest in our workshop and will follow up via email within 1-3 business days. We look forward to taking the next steps together with you.

If you have any questions or need further assistance, you are always welcome to contact us.

Contact information