Workshop Overview

Promoting people to a role of management without some kind of training or mentoring, is like asking someone to take control of an aeroplane without training.

This workshop is ideal for those who are new to management and those who wish to refresh their approach.

Managing people is one of the most challenging roles to get right. This workshop gives participants a foundation in the skills, processes and frameworks necessary for success.

Going from a role which rewards us for own efforts to one that rewards for the efforts of others, helps to describe the very different role. Managing people is a very diverse function. The challenges change every day and with the diversity of the team.

The ITD Management Dashboard gives the new manager a clear overview of what they need to be mindful of every day.

This is a practical workshop with participants working on their own challenges, their own teams and their own interpersonal dynamics.



Pre workshop activity

  • Meeting to discuss the participant’s needs and those of the organisation
  • Draft workshop outline tailored to your needs
  • Agreement of agenda
  • Participants complete a short questionnaire and read the ITD Work Style Model in preparation for the workshop.


  • Two to three days.


Typical Agenda

  • Introductions & objectives
  • Personal experiences of management; the best & the worst
  • Personal challenges of management
  • The organisation’s expectations
  • Your client’s (internal or external) expectations
  • Your team’s expectations
  • The ITD Management Dashboard
  • Setting boundaries
  • Managing expectations
  • Motivating each individual and the team
  • Creating a team culture
  • Performance management
  • Running successful 121s
  • Running successful team meetings
  • Managing issues
  • Counselling team members
  • Discipline in the team
  • Personal actions

Post workshop activity

  • Participants leave with individual actions
  • Email follow up of personal action plans
  • Suggested conversation with their line manager on their actions
  • Optional WebEx conference call follow up on these actions
  • Optional 121 coaching
  • ITD blog with further tips and suggestions

Client feedback

  • “The workshop was very engaging and our guys were working on their challenges throughout the session.”
  • “Good comfortable atmosphere created from the start.”
  • “Achieved exactly what I wanted.”

Participant comments

  • “Very interesting.”
  • “I had not looked at leadership in this way before.”
  • “The difference between leading and managing is very distinct now and hugely important.”
  • “It has totally changed how I view my role; I am a leader first and a manager second.”


Call or email ITD to explore how we can help your people become more efficient at work

Introduction to Management – Case Study

The finance team – based in Cambridge. We have worked with this finance team on a number of occasions through the years


The finance team had been through amajor change programme focussed on moving part of their function to a central services function in a different country. This meant a break up of the team and some distress. Now that this process had been complete the team needed to rebuild.


The Director recognised the need for an activity which would help the team move on from the enforced change they had experienced. He wanted them to draw a line on the past challenges and focus on the future. But he also wanted them to have fun and start to think of themselves as a new team.


We put together a mix of facilitated sessions with a blend of discussion, fun activities and team working which all pointed to the future. This was a 2 day session based in a boutique hotel in London.

  • What are we going to say goodbye to?
  • What is exciting about the future?
  • How can we show the future visually – create a TV advert?
  • How are going to support each other?


The main outcomes of this session were:

  • The team said goodbye to the past and embraced the future.
  • The team created not just a new culture but an entire identity for their team.
  • The energy that was produced during and following the session created an amazing atmosphere.

What the participants said

  • “The session produced everything I might have hoped for and a great deal more.”
  • “The office has been taken over by all of our efforts last week, it’s brilliant!”
  • “The Quam is now a part of everything we do, quite remarkable!”
  • “ITD did a brilliant job; superb blend of facilitation, suggestion and creativity.”
  • “The activities were excellent, especially making the TV adverts!”