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From Preparer to Team Lead

The shift from doing the work to leading it: delegating, giving feedback, and communicating with confidence.

Level
Seniors
Subject
Soft Skills
Format
5-day program

Day by day

  1. Day 1

    The leadership shift

    • From doing to enabling
    • Strengths and blind spots
    • Trust within a team

    Practice: Map your own shift and the habits it requires.

  2. Day 2

    Delegation and ownership

    • Delegating outcomes, not tasks
    • Setting clear expectations
    • Following up without chasing

    Practice: Turn three real tasks into clear delegation briefs.

  3. Day 3

    Feedback conversations

    • Structuring feedback
    • Handling defensive responses
    • Recognizing good work

    Practice: Run feedback role plays with observers.

  4. Day 4

    Managing stakeholders

    • Managing upward
    • Escalating without blame
    • Presenting status and risk

    Practice: Deliver a concise status update to a simulated partner.

  5. Day 5

    Handling pressure

    • Team energy in busy season
    • Resolving conflict
    • Your leadership commitments

    Practice: Work a team conflict scenario and present your action plan.

Your trainer

Portrait of Sarita Rochwani

Sarita Rochwani

Chartered Accountant, US CPA, PCC-certified leadership coach

Sarita Rochwani trains and coaches finance and tax teams to perform at a higher level. A Chartered Accountant, US CPA, and PCC-certified leadership coach, she has spent years developing professionals from staff to partner level.

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