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Making the Transition to Management

Your former peers are now your direct reports. Do you know how to adopt the mindset of a manager, let go of your previous role and get work done through others? Can you communicate your priorities to your team? Or set mutual goals so you can increase productivity? Now you can lay the foundation for your management career and learn how to apply the tools to make the transition into your new role. Discover how to get more done with fewer resources, motivate your direct reports, and influence others without authority. Gain the confidence to plan, organize, coach, motivate, delegate and communicate effectively. Examine your style and the styles of others using the DiSC® assessment tool and practice alternative ways to manage or interact for best results.

Seminar Number: 02231

5
(544 reviews)
  • In-Person
  • Live Online
  • At Your Company Location

Course Scheduling & Pricing

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About This Course

Successfully stepping into leadership requires a new set of skills and a shift in mindset from reacting to inspiring. This course provides the foundational management skills for transitioning to management, helping you confidently take on your new role. You'll learn to motivate your team and handle the daily challenges of leadership, ensuring a smooth and successful start to your management career.

Read the FAQs

Who Should Attend

Newly appointed or prospective managers with less than one year of management experience who are interested in mastering basic management skills.

  •   In-Person2 Day(s)
    1.2 CEU, 12 CLP, 12 PMU
  •   Live Online2 Day(s)
    1.2 CEU, 12 CLP, 12 PMU
 
 

Your former peers are now your direct reports. Do you know how to adopt the mindset of a manager, let go of your previous role and get work done through others? Can you communicate your priorities to your team? Or set mutual goals so you can increase productivity?

Now you can lay the foundation for your management career and learn how to apply the tools to make the transition into your new role. Discover how to get more done with fewer resources, motivate your direct reports, and influence others without authority. Gain the confidence to plan, organize, coach, motivate, delegate and communicate effectively. Examine your style and the styles of others using the DiSC® assessment tool and practice alternative ways to manage or interact for best results.

  • Understand your new managerial responsibilities—and make a quick, effective transition to your new role
  • Establish credibility and effective work styles
  • Build alliances with peer managers
  • Master the basic management concepts of coaching, communication, motivation, delegation, and performance management
  • Practice your listening and feedback skills
  • Become an effective member of the management team
  • Adopting a new manager mindset
  • Knowing the expectations of your boss, subordinates, peers, and clients
  • Understanding the business, yourself, and others
  • Building effective relationships
  • Identifying communication approaches to flex with different styles and situations
  • Using a structured approach to plan and organize work
  • Setting SMART goals and initiatives
  • Getting an overview of delegation techniques, knowledge, and attitudes
  • Applying methods for setting priorities
  • Creating solutions to management challenges

Learning Objectives

  • Define Multiple Roles and Responsibilities of a Manager
  • Recognize Behaviors and Styles Used By Oneself and Others
  • Use Communication Skills to Build Effective Relationships
  • Prioritize and Organize Work to Align with Business Needs and Resources

Adopting a Management Mindset

  • Recognize Challenges and Opportunities That New Managers Face
  • Identify Expectations of Others—Your Boss, Subordinates, Peers, Clients, Etc.
  • Define Manager Roles and Responsibilities
  • Assess Confidence in Demonstrating Management Competencies
  • Determine Appropriate Methods to Manage Boss Relationships

Develop Strategies to Build Effective Relationships

  • Identify Your DiSC® Style
  • Identify the Styles of Others
  • Recognize the Contributions and Challenges of Different Styles
  • Describe Foundation Skills for Managers to Communicate Effectively
  • Identify Communication Approaches to Flex with Different Styles and Situations

Getting Work Done

  • Use a Structured Approach to Plan and Organize Work
  • Identify Management Expectations for a Work Assignment
  • Apply Methods to Set Priorities
  • Apply Solutions to Management Challenges

Download Extended Seminar Outline PDF

View a Sample of Our Reviews

5

544 reviews

 
This class was amazing from start to finish. Learned so much as to becoming a better manager, dealing with different worth ethics and personalities, how to communicate and be a good listener, and to achieve the greater goal of the company as I lead my team
5
Ashley L.
 
ENGINEER
 
Industry: Membership Organization
Excellent class. Will recommend to my colleagues. Received new techniques and templates that I can implement into my current workflow.
5
Dominique M.
 
Manager
 
Industry: Government
Excellent training. The instructor provided tips and advises applicable immediately and responded to all questions from participants. Group activities also helped understand the expectations of the role and allowed to share experiences.
5
Bettina O.
 
Sr Analyst Workforce Analytics
 
Industry: Finance
I thought that it was well facilitated, we were engaged in discussion and the topic/concepts were very relatable. I will use what I learned going forward in my career.
5
Rosa C.
 
Account Manager
 
Industry: Financial institution
Great instructor, had a very good experience with all of the participants, and had an extremely informative and beneficial agenda. I will be recommending this course to all new managers in my company!
5
Brian R.
 
CAD Supervisor
 
Industry: Manufacturing

This course is valid for 12 PMUs.

 

American Management Association is accredited by the International Accreditors for Continuing Education and Training (IACET) and is accredited to issue the IACET CEU.

In-Person Schedule

9 Sessions Available

Live Online Schedule

8 Sessions Available

  • $2,745.00 Non Members
  • $2,495.00 AMA Members
  • $2,434.00 GSA
Date Duration State City Zip
  2026-06-17 2026-06-18 Jun 17, 2026 - Jun 18, 2026 2 Days CA San Francisco 94103 San Francisco Register Now

  2026-07-20 2026-07-21 Jul 20, 2026 - Jul 21, 2026 2 Days IL Chicago 60601-5927 Chicago Register Now

  2026-08-26 2026-08-27 Aug 26, 2026 - Aug 27, 2026 2 Days NY New York 10019 New York Register Now

  2026-09-22 2026-09-23 Sep 22, 2026 - Sep 23, 2026 2 Days TX Houston 77001 Houston Register Now

  2026-10-01 2026-10-02 Oct 1, 2026 - Oct 2, 2026 2 Days DC Arlington/Washington 22202-4807 Arlington/Washington Register Now

  2026-10-27 2026-10-28 Oct 27, 2026 - Oct 28, 2026 2 Days CA San Francisco 94103 San Francisco Register Now

  2026-11-05 2026-11-06 Nov 5, 2026 - Nov 6, 2026 2 Days IL Chicago 60601-5927 Chicago Register Now

  2026-12-03 2026-12-04 Dec 3, 2026 - Dec 4, 2026 2 Days NY New York 10019 New York Register Now

  2026-12-10 2026-12-11 Dec 10, 2026 - Dec 11, 2026 2 Days TX Dallas 75001 Dallas Register Now

Frequently Asked Questions

I’m transitioning to management for the first time. Where do I even start?

Transitioning to management can feel overwhelming, especially if you were promoted because of your technical skills, not your leadership experience. This course helps you shift from doing the work yourself to leading others — setting expectations, delegating effectively and building confidence in your new role. Shape

How do I handle transitioning to management when I’m now leading former peers?

One of the biggest challenges in transitioning to management is establishing authority without damaging relationships. You’ll learn how to reset boundaries, communicate clearly and earn credibility, while maintaining trust with your team.

What skills are most important when transitioning to management?

When transitioning to management, the skills that matter most change. It’s no longer about your individual performance — it’s about driving results through others. This program focuses on delegation, feedback, accountability, performance conversations and time management, so you can lead effectively from the start.

I’m worried I’ll struggle after being promoted. Will this help?

Yes. Many first-time managers feel unprepared because no one formally teaches them how to lead. This course provides practical tools and real-world guidance to help you avoid common mistakes and succeed while transitioning to management.

Is this course only for brand-new managers?

It’s designed for professionals who are transitioning to management or preparing for that move. Whether you’ve just been promoted or expect to step into a leadership role soon, this training builds a strong foundation before unhelpful habits take hold.

How is this different from general management training?

This program focuses specifically on the challenges of transitioning to management— the mindset shift, the awkward conversations, and the real-world leadership adjustments that come with your first management role.

Can this course be delivered in-house to support employees transitioning into management roles?

Yes. This course can be delivered at your company, in person or live online, for new and emerging managers. Delivery can be tailored to your organization’s leadership expectations and structure, helping participants successfully transition into management roles and lead their teams with confidence. To explore options, please contact us for more information.
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