First-Time Manager Workshop Series: 6-Session Facilitator Kit

You get everything to run a six-session live online workshop series for people who just became managers: a facilitator guide with minute-by-minute run sheets, a participant workbook, a slide deck with the script in the notes, scenario cards, an Excel evaluation sheet and the emails to send. The series is built around practice. In every session people talk, try the awkward version out loud and leave with one small move to make that week.

Who it is for

• HR and L&D leads who train people after a promotion
• Trainers and consultants who run live cohorts online
• Owners and small teams who promote from within and have no training department

What is inside

• 6 sessions: peer to manager, one-on-ones, feedback, delegating, hard conversations, and time and energy
• A 40-page facilitator guide with run sheets for a 90 minute path and a 60 minute path, word for word scripts, breakout prompts and debrief questions
• A 26-page participant workbook with pre-work, worksheets, commitment pages and a 90-day plan
• A 79-slide PowerPoint deck in six sections with the script in the speaker notes
• 18 fictional scenario cards for triad practice rounds, three per session
• 12 pre-work and follow-up emails in a copy-and-paste text file
• An Excel evaluation sheet with 7 sheets: roster, feedback, summary, commitments and facilitator debrief, with working formulas and one EXAMPLE row per sheet to delete
• A compliance note on the separate California harassment prevention training duty, with the sources and date checked

What it is not

• It is not California harassment prevention training. Supervisors in employers with five or more employees have a separate legal duty, and this series does not satisfy it. The guide says so plainly and lists the requirements with their sources.
• It is not legal advice, and it promises no change in manager behavior or team results. The evaluation sheet records what happened and holds no benchmarks.
• It is not a recorded course. You facilitate it live.

About the author

By McKinley Malbrough III, J.D., MS-HRM. Founder of Urban Human Resources and Online Facilitation Skills. Certified WNBA player agent. Former certified NBA agent. McKinley holds a J.D. but is not a licensed attorney.

Important notice: this is educational material, not legal, tax or financial advice. Scripts and activities are starting points to adapt to your people and policies. Involve a licensed attorney when a question is legal. No outcome is promised. Created with AI assistance and reviewed by the author. Not affiliated with any organization named.

These are general HR tools, not legal advice. For a situation with legal stakes, talk with an employment attorney.