Moving from team member to team leader can be quite an adjustment. It comes with new responsibilities as well as a change in relationships with colleagues. Being a supervisor can take some getting used to, but with the following tips, it doesn't have to be difficult. Here are seven tips for a successful transition.

1. Educate yourself

When you make the move to supervisor, you must make it your business to learn as much as possible, not only about your particular position, but also about the company. You need to know what goes into every aspect of the job at hand so you can better manage the people working under you and be prepared to answer questions and make good decisions.

"First off, make it your personal mission to learn everything you can—believe me, this is the big key to success as a new manager," says Adrian Granzella Larssen at The Muse.1 "Seek out the management tools, resources, and classes that your company offers. Some organizations have formal supervisor training, and nearly all have manuals and HR policies. Read them, digest them, and keep them on your bookshelf. You should also do some digging and learn more about each of the people you'll be managing. Review their personnel files, their resumes, and their past performance reviews and goals."

2. Don't look down upon your former peers

Being promoted is not a license to look down upon the people with whom you were working in the past, who now must report to you. While it is important that they now respect your authority, giving them the impression that you think you're more valuable than they are is a recipe for disaster. Instead, make it a point to welcome their ideas and input. Then, take these into consideration and give them the credit if their ideas are implemented.

3. Conduct regular meetings

To collect such ideas, input, and feedback, conduct meetings on a regular basis, whether it's daily or weekly. The tasks should dictate the frequency, but touch base often to help ensure that everyone on the team is on the same page and is accountable for their share of the work. Use this time to figure out where improvements can be made and to praise good work.

4. Keep lines of communication open

Team meetings shouldn't be the only dialogue you have with staff. Keep lines of communication open so you can check on the status of important projects, handle any issues that arise, and provide guidance when needed. Check your email and messages regularly, keep your door open when appropriate, and walk around the office for quick chats.

5. Keep conversations professional

Any individual discussions with team members should be kept professional. It may be easy to fall back into dynamics that existed before your promotion, but you're wearing a new hat now, and you're no longer just one of the crew.

As Dan McCarthy at The Balance Careers explains,2 "One of the most frequent mistakes new managers make is that they try to be friends with their employees. It is especially hard when you get promoted over your peers, and you're now managing friends who were once peers. You’re now in a position of power and authority, and being friends with one employee and not another creates perceptions of bias and favoritism. You can be friends outside of the office, but while in the office, keep the interaction professional.”

6. Take different personalities and styles of work into consideration

Each person has their own personality and a particular routine they use to perform their job. As long as their methods are not detrimental to the work, be open to letting them manage a project in their own way, as long as they understand the goals and follow proper procedures. Ultimately, you have a say in how they approach their tasks, but you'll put less strain on relationships if you don't force your ways onto others.

7. Know what your team is working on

Now that you're in a leadership position, you're responsible for always knowing what each team member is working on. You'll be the one responsible for your team at the end of the day, so be sure you keep a handle on what's being done at all times.




The information provided is presented for general informational purposes only and does not constitute tax, legal or business advice. Any views expressed in this article may not necessarily be those of Nevada State Bank, a division of Zions Bancorporation, N.A. Member FDIC