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New Leader Introduction: Designing the Relationship with Your New Group

Establishing a relationship with your new group or team is simple, common sense, and straight forward. In many organizations, it’s a missing piece in the puzzle called working together.

The facilitator's guide for this template walks you through:

  1. Getting to know each person in a way that allows for safety, permission, and candor in the relationship.
  2. Leading a group meeting to design your relationship with the group.

Meeting Goal

Get to know each other better and define how we want to work together.


Agenda Overview

  1. Get to know each individual
  2. Conversations as a group
    • What can I tell you about myself?
    • Agreements
    • Surfacing & Dealing with Problems
    • Meetings
    • Coaching for the New Leader
    • Other Conversations

Download the Agenda

16-page Facilitator's Guide with tips, step-by-step instructions, & resources

PDF printable guide includes:

  • An overview of the two-step process
  • Detailed tips for getting to know each team member
  • Step-by-step instructions for running a group meeting
  • The new leader's worksheet helping you prepare for each conversation
  • Resource guide with links to related publications to grow your expertise.

Get the Guidebook