Stepping into leadership can be tricky. You’re great at your role, and now you’re managing people, which is a different skill set.
I just wrapped a coaching engagement with a client who recently took on direct reports. Fortunately, their company supported coaching, so we focused on two things at once: the leader they wanted to be and the structure that would help their team thrive.
Here are the three shifts that changed their day-to-day:
1) Time for self, development, and connections
We treated growth as part of the job. We booked a weekly meeting that included reflection and planning, professional development, and relationship building. We kept a running list of open items and topics to focus the time, and we built a simple list of relationships to nurture.
2) Owning the calendar for what matters
We made time visible. We set up time blocks for role priorities and for work that is important but not always urgent. We defined a minimum week for busy periods and an ideal week for when there is more space. Planning became a recurring rhythm instead of reacting.
3) Advocating for what each role needs
We practiced asking clearly for resources and support. We named where the role required time and focus, especially when coaching team members who needed different levels of support based on tenure and performance. We used 1:1s and other syncs to keep priorities clear, surface risks early, and avoid surprises.
What changed
They stopped overextending and started leading with intention. Their team got clearer expectations and steadier support. Cross-team work got easier because expectations were clear. Their manager had fewer surprises and more clarity on what the role needed to succeed.
Here are a few moves to try this week:
- Book a weekly meeting for planning, development, and connections. Protect it.
- Decide your minimum vs ideal week. Write it down and use it to plan.
- Use your 1:1s to align priorities and ask for specific support before you need it.
Many companies have professional development dollars. Even if it isn’t standard, your manager can often approve funds for coaching. Here’s simple language to ask (or shoot me a note if you want help customizing):
Hi [Manager], now that I’m leading a team, I want to build strong systems for planning, people support, and cross-team clarity. Coaching support would help me get there faster. Can I explore this using our professional development budget? I’m happy to share information on a coach I think would be a great fit.
Comment with what you’re trying, even if it’s not something I suggested.











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