Background

Stephanie was recently promoted to manager of a five person customer success team after being an individual contributor for a handful of years. While she is excited about the promotion, she has already experienced many hurdles common to a new manager. She signed up for Confia's monthly sessions to get extra support as she navigates this transition.

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Session Outline

The work week has been pretty stressful for Stephanie, so she lets her coach know that she would like to use today's session to work through a recent incident. One of her current direct reports was her peer before Stephanie got promoted. This individual is bitter about Stephanie's promotion and has been undermining her success. In her most recent meeting, Stephanie presented her (already approved by management) plan for next year to the team. This employee vocally disagreed with every point of her plan and derailed the entire meeting. Stephanie and her coach talked through methods for dealing with this individual, both in these difficult, public moments, and also moving forward.

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Outcome

Stephanie was grateful for the timing of the session, and asked her coach if they could increase the frequency of their meetings while she works through these challenges. They plan to use half of their future session time to work on these types of incidents and the other half to hone Stephanie's leadership skills.

Background

Cody has been working in operations for the last five years. He is feeling restless with his current role and is interested in exploring new opportunities. This is his first session with Confia and he is hoping to get more direction.

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Session Outline

Cody and his coach start out with the basics. The first 20 minutes Cody answers questions about his experience and what prompted him to book a session. His coach then dives into the details around his goals. They realize that Cody's top priority is compensation growth. Cody is not positive he wants to leave his current company, but he is open to the possibility. They discuss what it would look like to pursue a raise internally vs. finding a new job altogether.

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Outcome

Cody walks away from the session with some homework. He is going to give more thought to whether he wants to pursue a raise at his current company or start applying externally. He also has some tips for researching compensation and job postings to better understand what is available in the market. In the event he does decide to apply externally, his coach recommended he consider working with a recruiter. This might mean he puts future Confia sessions on hold.

Background

Miranda recently graduated with a liberal arts degree and started a job as an admin at a large financial company. She wants to stand out in her role, but due to the company structure, she doesn't receive a lot of one-on-one attention. She started with Confia two months ago to level up her skills.

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Session Outline

Miranda and her coach have identified email communication as a critical part of her job and an area for improvement. Today they are working through some of the most common email communications that she sends to both her boss and external parties.

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The session is tactical and they talk through items such as:

• subject lines

• professional use of cc/bcc

• concise and direct language

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Outcome

Miranda is going to apply some of the changes during the upcoming month. Next month they agree to recap how the changes went, as well as move onto other areas of improvement.