Step Up to Leadership: The New Manager’s Toolkit

This extensive curriculum is ideal for both first-time managers and experienced managers looking for new tools. Using real, on-the-job scenarios, you will determine your own leadership style and learn how to use it to build trust, deepen teamwork and drive performance.  Interactive, team-based activities teach you the steps to effective delegation, how to coach your team, manage performance and conduct effective feedback conversations. At the end of this comprehensive program, you will walk away with a host of tools to use on the job and be well-prepared for success.

We utilize best practices, including: blended and social learning, formalized accountability partners, action planning, peer coaching and other tools to ensure the learning sticks. The program can be tailored to your needs through full-day or half-day, in-person, or blended learning modules.

The following development tools can be integrated into this program to provide a transformational learning experience:

  • Action learning Projects: Participants work in small teams, with the guidance of a trained action learning coach. They define and develop a project that brings business-based, tangible ideas for innovation back to the organization for consideration
  • Individual or Group Coaching: Top coaches provide one-on-one leadership coaching during the course of the program to help the participants apply the module learning to their specific circumstances.
  • Mentoring Program: Participants are matched with a senior leader in the organization to further develop their leadership skills and presence.
  • Manager Updates: A series of short briefings with the managers of participants to update them on what their direct reports are learning and how to support them in their growth.

To request this training, contact us today.


Loren led four amazing communication workshops, spread over two different dates for our University this Spring Semester which were so well received and incredibly helpful for our students. She engages so well with people and has a teaching style that is fun and very impactful. These workshops were unusual for a Career Office to sponsor, but I am so glad we went in this direction with Loren-she gave over 100 students just the tools they needed to be a successful team member, network effectively, and market themselves. Thank you Loren, we look forward to having you back!

Kathleen Lindenmayer

Director, Career Success Center at Western Connecticut State University


I was a participant, along with 27 other managers, in a leadership development program where Loren led 12 seminars. We benefitted a great deal from her knowledge about leadership and management skills. She is full of energy, has a highly engaging teaching style, invites everyone’s opinion and helps all parts of the room participate. Loren has a gift for using storytelling, role-playing, “fishbowls” and many other interesting and meaningful activities that helped us process and practice innovative ways of leading our teams.

I’ve attended many training classes over the years, and without a doubt Loren provides an ideal atmosphere for learning. I consider myself very fortunate to have had her as a trainer. It’s not just the skills I’ve learned from her but the confidence she instilled in me that have made me a much better leader.

Hanna Gungor

Administrative Director, Emergency Medicine & Special Projects, NewYork-Presbyterian Hospital/Queens


Loren is an incredibly gifted executive coach. She challenged me in ways that truly helped to me to grow as a leader and helped to guide me through my transition into a new executive role. I appreciate the structure and guided conversations we shared through my first 90 days (and beyond) and believe our work together gave me the confidence to transition to a new organization and new leadership role.

Loren is a trusted confidante and I look to her for continued development. She is insightful and thoughtful in the areas of personal growth, leadership development and feedback. I always looked forward to our coaching sessions as I knew they would be filled with opportunities for me to reflect on my recent accomplishments and include strategies for me to tackle upcoming challenges. Our coaching conversations were thought-provoking and dynamic. I believe I am a better leader, colleague, and mentor because of our work together.

Tracey Lewis Taylor

COO, Stanford Hospital-Valley Care


Loren is a wonderful facilitator. She led a 4-part team development program for our senior leadership team, focused on deepening trust, communication and collaboration. Even though our journey as a team has just begun, she has aimed us in the right direction and given us tools to succeed. Thank you!

Dr. Manish Sharma

Chairman of Emergency Medicine, NewYork-Presbyterian Queens


Loren is able to anticipate organizational training needs and has strong curriculum design and facilitation skills. Loren designed and developed many of the leadership and professional development programs for our corporate university and facilitated these sessions virtually organization-wide. She engages her participants with her delivery, energy and excitement and I always looked forward to attending her sessions. If you need of a dynamic facilitator with great depth and knowledge of leadership development and executive coaching skills look no further.

Karen Dallesandro

Human Resources Business Partner, Grassi & Co.

Michael Prystowsky

It has been a pleasure working with Loren Margolis at Training & Leadership Success to coach two of our physician leaders. The first leader was a faculty member directing a core research facility who had little management experience or knowledge of how to deal with difficult customers. Loren developed an excellent program for giving this leader essential skills as a boss and interpersonal skills to navigate challenging situations. These learned abilities were put to good use during the coaching as the leader was guided through real work situations, creating a memory bank of problem-solving tactics.

The second coaching engagement involved bringing out the real, caring personality of a senior leader whose “old-world” communication style offended direct reports. Loren customized coaching program revealed the caring person inside and enabled this leader to engender loyalty and increased productivity from their team. Loren created a complete turn-around in this leader that only a few of us thought was possible.

Michael Prystowsky

M.D, Ph.D. - Professor and Chairman of Pathology at Albert Einstein College of Medicine and Montefiore Medical Center

Timothy Kupferschmid Chief of Laboratories NYC Office of the Chief Medical Examiner

I had the gift of having an executive coach work with me for six months. I chose Loren Margolis based on her acumen, experience, and our ability to work together honestly and effectively. Loren challenged me – a lot. She has an uncanny ability to ask pointed questions which has the effect of causing me to truly probe deeply for a thoughtful reply. Loren has a clear coaching process to work through key areas and behaviors for my development. Even today, over a year after our engagement, I routinely go back to our discussions and reflect on what I have learned and how I have handled situations differently because of Loren’s coaching. I highly recommend Loren Margolis for an insightful and lasting executive coaching experience.

Timothy Kupferschmid

Timothy Kupferschmid, Chief of Laboratories, New York City Office of the Chief Medical Examiner