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LEADING YOUR FORMER TEAMMATES

How do I lead former peers after being promoted?

Prepared by Khairul Mazlan

Start by making the new working relationship clear. Confirm what you can decide, listen to each teammate, agree fair expectations and follow up on real work. Your promotion changes your responsibilities; it does not remove the need to earn trust.

Yesterday, you were discussing a deadline as teammates. Today, you may need to assign the work, question a delay or give feedback to someone you have known for years.

For a newly promoted manager, that can make an ordinary conversation feel awkward. This guide is also for HR teams and business owners helping someone make that transition.

The Center for Creative Leadership identifies managing former peers as a common challenge for new managers. Its guidance recommends acknowledging the change and supporting managers as they learn to achieve results through other people. Source: developing new managers

Four conversations to start with

YOUR CONVERSATION GUIDE

From teammate to manager

Make the new working relationship clear.

  1. 01

    Clarify

    What can I decide?

    Confirm responsibilities with your manager.

  2. 02

    Listen

    What does the team need?

    Hear from each person, including close colleagues.

  3. 03

    Agree

    What will good work look like?

    Set a result, owner, deadline and support.

  4. 04

    Review

    What happened in practice?

    Use a real example to agree the next step.

Start in order. Revisit any conversation as the work changes. A practical prompt, not a scoring tool.
Download the visual guide (SVG)

Use the guide in order, then return to any conversation that needs attention. It is a practical prompt, not an assessment or a promise that everyone will accept the change immediately.

1. Clarify your responsibilities with your own manager

Before making promises to the team, ask your manager what you are responsible for and which decisions need their approval.

For example, you may be able to allocate tasks but need approval to change priorities across departments. Write down that distinction. Ask how your manager will explain your appointment to the team and where you should turn when a decision exceeds your authority.

Bring one question to the meeting: “What should I decide myself, and when should I come back to you?”

This avoids announcing a new arrangement that you cannot actually deliver. It also gives you something specific to explain when a former teammate asks what has changed.

2. Listen before changing the team's routines

Arrange a short conversation with each person, including those you know well. Ask what is working, where work gets stuck and what support they need from you.

You could open with:

“We've worked together as teammates, and my responsibilities have changed. I'd like us to be clear about how we'll work together. What should we keep, and what needs more attention?”

Listen without promising to accept every suggestion. Explain when you will return with a decision. If someone wanted the promotion too, do not assume how they feel or ask them to reassure you; make room for what they choose to say.

Alberta's alis guidance recommends acknowledging the changed relationship and avoiding favouritism when managing former colleagues. Source: tips for first-time managers

3. Agree expectations you can explain fairly

Choose a real piece of work and make four things clear: the result, the person responsible, the deadline and the point at which help is needed.

Imagine a former teammate regularly sends a client update late. Instead of saying “be more professional”, try:

“We agreed to send the update by Thursday afternoon. It went out on Friday, so the next team couldn't complete its handover as planned. What got in the way, and what should we agree for the next update?”

This is an illustrative script, not a reported client case. Check the facts before using a similar approach. Agree a next step rather than turning one incident into a judgement about the person's attitude.

Explain decisions using the work requirements. Friendship should not decide whose missed deadline is discussed or who receives useful information. Different support may be appropriate for different tasks, but be able to explain the reason without sharing someone else's private details.

4. Review an example and adjust

Choose a review date that fits the task. Look at what was agreed, what happened and what needs to change. Ask the teammate what support helped and what you could do more clearly next time.

If you need to address a concern, use the organisation's agreed process and involve your manager or HR where appropriate. This guide is for everyday working conversations, not a disciplinary procedure.

For skills you are developing yourself, use a real opportunity to practise and ask your manager for feedback. The companion article on making training stick at work offers a follow-through plan.

A first-month check for the new manager and their manager

These are suggested review points, not deadlines for becoming an effective leader. Adjust them to the role and work cycle.

If the difficulty is an unclear process or conflicting instructions, investigate that before booking a course. The article on training, processes or management can help you frame that discussion.

Get a clearer picture of how you lead

I offer assessment tools that help you reflect on your leadership and gather feedback from people who work with you. We can use the responses alongside real work examples to discuss where coaching, training or a clearer working agreement may help.

A score is a starting point for that conversation, not a verdict on your ability. Before inviting feedback, agree who will see the responses and how they will be used; do not promise anonymity unless the process can support it.

Want to explore what support would suit your new managers? Discuss your goals with me.