The Essential New Manager Checklist for Smart Managers in 2023

The Essential New Manager Checklist for Smart Managers in 2023

Congratulations on your new role as a manager! The transition from an individual contributor to a managerial role can be overwhelming, but you can excel in your new position with the right mindset and tools. In this post, we created a comprehensive checklist for new managers to help you navigate your role successfully. From understanding your responsibilities as a manager to preparing for your new role, we have got you covered. We also provide additional resources to help you sharpen your skills and become a successful leader. So, let’s dive into this essential new manager checklist for savvy managers in 2023!

Understand Your New Role as a Manager

As a new manager, it’s crucial to understand and clarify your responsibilities and expectations. One common challenge that new managers face is feeling overwhelmed by their role. To avoid this, take the time to build relationships with your team members and establish open communication. It will help you better understand their strengths and weaknesses, as well as their goals and aspirations. Also, developing a leadership style that fits your personality and management goals can help you manage your team while staying true to yourself. Finally, remember to set clear goals and expectations for your team, provide regular feedback and support, and continuously learn and improve your management skills through training, mentorship, and self-reflection.
Based on this, the most essential steps in your new manager checklist should be:

Set Realistic Expectations

The success of any new manager depends on their ability to set realistic expectations for themselves and their team. It’s easy to get carried away with big plans and ambitious goals, but it’s essential to be practical about what can be achieved in a given timeframe. By setting achievable targets, you’ll build the trust and confidence of your team while avoiding the stress and burnout that comes from over-committing. Take the time to understand the strengths and weaknesses of each team member so you can delegate tasks effectively and in a way that plays to their abilities. Regular communication is key, ensuring everyone understands what is expected of them and how they progress towards achieving their goals. Hence, put expectation setting and relationship building on the top of your new manager checklist.

Learn the Ins and Outs of Your Management Role

As a new manager, it’s crucial to understand the ins and outs of your role to set yourself up for success, making it another important item for a checklist for new managers. Start by getting to know your team members and their strengths, weaknesses, and communication preferences. It will allow you to delegate tasks effectively and build trust with your team. Additionally, make sure you clearly understand your responsibilities as a manager, both in terms of day-to-day tasks and long-term goals. Finally, check out the employee handbook and other relevant documents. A comprehensive understanding of your role will enable you to lead confidently and clearly, setting the stage for a successful management career.

Embrace a New Mindset

As a new manager, shifting your mindset from being an individual contributor to being a leader and mentor is essential. While this might be challenging initially, embracing this new mindset is crucial for success in your role. Remember that the success of your team now measures your success. Trusting your team members to take ownership of their responsibilities and delegating tasks is key to building trust and encouraging growth. Focus on building relationships with your team members, understanding their strengths and weaknesses, and providing them with the necessary support and resources to succeed. Seeking your team’s feedback and continuously improving your management skills will help you become a better leader. Get going on the path of your checklist for new managers by understanding the difference between a growth mindset and a fixed mindset: Growth Mindset vs Fixed Mindset: Which one do you have?

Create a Personal Vision Statement

Crafting a personal vision statement is an effective way to provide clarity and direction for your management role. It forms an essential and personal step in your new manager checklist. Think of it as a roadmap that will guide you toward achieving your leadership goals and aspirations. Your vision statement should reflect your core values, leadership style, and the impact you want to make on your team and organization. A clear and concise vision statement can help you stay focused on your priorities, communicate effectively with your team, and make informed decisions that align with the team’s goals. It can also inspire and motivate your team members to work towards a common purpose, creating a sense of unity and shared responsibility. So reflect on what drives you as a leader and craft a personal vision statement that resonates with you and your team. Learn more about crafting a great personal vision statement here: What Is A Leadership Vision Statement? 5 Examples And Template

Build your Vocabulary

Becoming familiar with management terminology and jargon is important for a new manager. Terms like KPIs, ROI, SWOT analysis, and SMART goals are essential for effective communication with team members. Building your vocabulary will help you convey your ideas more clearly and make you appear more confident in your role as a manager. In addition, a strong command over relevant terminology will give you an edge in discussions and help you establish yourself as a knowledgeable leader. Tick another item on your new manager checklist here: Check out the 15 most important words in a manager’s vocabulary: The 15 Most Important Words in a Manager’s Vocabulary

Prepare for Your New Manager Role

Starting a new role as a manager can be overwhelming, but with proper preparation, you can hit the ground running. Understanding your responsibilities and building relationships with your team members are crucial first steps. By taking these initial steps, you’ll be well on your way to success in your new role as a manager. Mark these as the essentials of the new manager checklist once you have joined the team:

Schedule an Introductory Meeting

Building relationships with your team members is crucial to being a new manager. One effective way to do this is by scheduling an introductory meeting with them. This meeting will allow you to learn about your team members’ roles, responsibilities, and goals while establishing clear expectations for your relationship moving forward. Make sure to take notes during the meeting so that you remember important details and issues that arise. Additionally, set up follow-up meetings to check progress and address any concerns or feedback from both parties. Remember, being approachable and supportive will go a long way in establishing a positive relationship with your team members. Setting up a chain of one-on-one meetings should be on your new manager checklist to build rapport with your team as soon as possible. To get another item on the new manager checklist out easily, learn how to ace your first meeting as a manager here: Leading Your First Team Meeting as a New Manager: 5 Tips

Create a List of Areas to Improve As a New Manager

A checklist within the checklist for new managers! Transitioning into a new managerial role can be overwhelming, but taking a step back and critically evaluating your strengths and weaknesses is a significant growth area. Creating a list of areas to improve as a new manager can help you identify growth areas and set specific goals for each one. Consider communication, delegation, time management, and team-building as key areas for improvement on your checklist for new managers. Developing an action plan for each area and seeking feedback from team members and colleagues can help you continuously improve in your new role. Remember that being a good manager requires ongoing learning and development; this exercise is critical to setting yourself up for success. Check out the essentials of new manager training: Training for New Managers: How to Lead Your Learning?

Assess Your Skills and Start Working on Them

Assessing your skills is a crucial step toward becoming an effective manager. It helps you identify areas where you need to improve and develop a plan of action to achieve your goals. When assessing yourself, consider your communication, delegation, time management, and team-building skills. Once you have identified areas for improvement, the next step is to create a plan to work on them. Seek colleague feedback, take training courses, and set clear goals for yourself. Remember that self-awareness of your strengths and weaknesses will help you become a better leader. By the way, Risely – the AI co-pilot for managers and leaders – can help you achieve this and much more on your new manager checklist. With expert-curated resources designed into handy toolkits, assessments to mark your milestones, and customized learning journeys that solve your problems, it is the best buddy for new managers to get going. Add Risely to your new manager checklist to ace this role by signing up now.

Additional Resources for New Managers

As a new manager, many resources are available to help you succeed. Seeking mentorship opportunities can be an effective way to learn from experienced managers and gain insights into best practices. Professional development courses can also provide valuable training and education on communication, delegation, and team-building skills. Additionally, attending industry events and engaging with leadership books or podcasts can offer inspiration and new ideas for improving your management style. Finally, investing in communication tools that streamline team collaboration can help you become a more effective leader. By taking advantage of these additional resources, you can set yourself up for success in your new manager role.


Being a new manager can be overwhelming, but with the right mindset and preparation, you can transition smoothly into your new role. A checklist for new managers is just the start, there are miles to go! Remember to set realistic expectations for yourself and your team, and create a personal vision statement to guide your leadership style. It’s also important to assess your skills and identify areas for improvement as a new manager. Then, with the proper support, you can become a successful leader in 2023.

Stride straight toward success as a new manager with Risely!

Check out the range of leadership skill assessments to get started on a journey of growth today.

New Manager Checklist FAQs

What should a manager do in the first 30 days?

In the first 30 days, a manager should focus on building relationships with team members, understanding their roles and responsibilities, identifying opportunities for improvement, and developing a plan of action for achieving goals. It’s also important to establish clear communication channels, set expectations, and create a positive work environment.

What is the first thing you do as a new manager?

The first thing a new manager should do is to introduce themselves to their team and get to know each member individually. It’s also important to learn about the company culture, understand the team’s goals and challenges, and identify key stakeholders to build relationships with.

What are the steps for a new manager?

The steps to becoming a new manager include: understanding the team’s goals and challenges, building relationships with team members and stakeholders, identifying areas for improvement, setting clear expectations and goals, developing a plan of action, communicating effectively, providing feedback and recognition, and continuously learning and improving. It’s also important to build a positive work environment and lead by example.

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Author: Deeksha Sharma

Deeksha, with a solid educational background in human resources, bridges the gap between your goals and you with valuable insights and strategies within leadership development. Her unique perspectives, powered by voracious reading, lead to thoughtful pieces that tie conventional know-how and innovative approaches together to enable success for management professionals.

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