How to Lead a New Team

Congrats on leading a new team! You have two main objectives in your first 30 days: Establish team culture and clarify business goals. The faster you can do this, the better. Here's a breakdown of what to do week by week in your first 30 days. 

Week 1 

  • Set up a team chat, whether that's through Slack, Teams, or something else. 

  • Set up a recurring team meeting – preferably once a week to get started.

  • Set up recurring 1:1s with your direct reports – preferably once a week to get started. 

  • Provide clarity around your team's business goals, and write down these goals and other relevant information into a meeting agenda.

  • If you have a new person on the team, add them to any relevant company chats they should be in.

  • If you have a new person on your team, ask every member of your team to meet with the new person for at least one 1:1. Start building those relationships early.

  • Ask for everyone’s phone number and address, even if they’re remote. You’d be amazed how often something will come up where you’ll need this information.


*Recommended agenda items for first team meeting

  • Do an introduction of each person on the team.

  • Set team culture expectations. These can include:

    • What time you want your team to start in the mornings.

    • Meeting window times – especially if you have both East and West Coast people on your team. 

    • Meeting expectations, such as including agendas and being on time.

    • How far in advance you want your team to submit PTO requests. 

    • The workload expectations. 

  • Note: It's ok if you don't know every answer to every question yet. If things are still being hammered out, be honest that things are in the works.


Week 2 

  • Try to have at least the first assignment given out by either the first week or early in the second.

  • Schedule upcoming meet and greets with your team and the departments they'll work the closest with. 

  • Start examining current workload processes and tasks. You'll likely want to make updates. Start foundation-building if processes aren't already in place.


Week 3

  • Attend any meetings you've set up from the week before, whether they're 1:1s or department meet and greets. 

  • The first assignment should be turned in by now. Start examining the work and the processes to get there. Make changes if needed. 


Week 4

  • There should be a rough idea of team flow by now. This is the time to make further adjustments to processes and clarify any potential questions that have come up.

  • This is a good time to take stock of how things are going overall. You might want to adjust things like meeting cadence or set up additional meet and greets.

  • Potentially pitch larger-scale projects for your team if they have the basics covered.


Onboarding a new team member

These are some valuable things to include in your onboarding doc. 

  • Very brief history of the company. 

  • The goal of your company / account / team. 

  • Names, roles, and contact information for:

    • People they'll work closely with.

    • Departments such as HR and IT support.

  • An org chart of the company, or your branch of it.

  • Links to documents they'll frequently use, such templates or editorial calendars.

  • Links to how-to guides for any programs and tools you regularly use. 

  • Basics of their role and the expectations.

Additionally, it's wise to connect your new employee with an on-boarding buddy. This is the person they can turn to for additional questions if you're not available.

Jennifer Cuellar