Free resource

The New Manager Performance Checklist.

Stepping into your first management role is a different job to the one that got you promoted. This checklist brings together nine practical habits worth focusing on in your first few months, from delegation and feedback to the conversations new managers often find hardest.

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Institute of Health and Social Care Management
The checklist

Nine habits for your first few months.

None of this requires a personality change. It is a set of habits you can start building this week, and keep coming back to as new situations arise.

01

Delegate deliberately

Hand over meaningful work with clear outcomes and real authority, not just the tasks you would rather not do yourself.

02

Give feedback little and often

Address what is working and what needs to change close to the moment, rather than saving everything for a formal review.

03

Run one-to-ones that matter

Protect regular one-to-one time, let the other person set part of the agenda, and spend more time listening than talking.

04

Set expectations early and clearly

Agree what good looks like, by when, and how success will be judged, so nobody is left guessing.

05

Communicate the why, not just the what

Explain the reasoning behind decisions and priorities so your team can make good calls when you are not in the room.

06

Prepare for difficult conversations

Decide the outcome you want, stick to facts and specific behaviour, and address issues while they are still small.

07

Build trust through consistency

Do what you say you will do, follow up on commitments, and apply standards fairly and predictably across the team.

08

Manage former peers with care

Acknowledge the shift in relationship openly, agree new ground rules together, and be consistent with everyone, not just old friends.

09

Protect your own resilience

Build in proper recovery time, ask for support before you are struggling, and remember that how you respond under pressure sets the tone for your team.

Ready to build on this?

Turn the checklist into real change.

A checklist is a good start. A bespoke Expert Ease Pathway™, built around your new managers and your organisation, is how the habits stick.