Corporate Digital Learning

Chapters 3 › Unit 3: Help out Martina! View instructions Hide instructions

Help out Martina!

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Imagine Martina, a junior but enthusiastic project manager in her company’s marketing department. She was recently promoted to Senior Marketing Manager and Team Lead, supervising 3 other staff members she was previously colleagues with. Even though Martina is quite enthusiastic about her new position, she is also anxious about all the paperwork and new responsibilities. After the first few months, she is swamped with work, feeling shy to delegate and struggling to juggle her old tasks as a project manager on top of now reporting to management.

Martina’s boss feels she now needs to learn management and team leading skills, so she approaches her about getting trained. In order for the training to be effective, we need to identify her possible knowledge gaps and desired skills.

So think about what you want Martina to learn. How can you assess this and how do you want her to learn?

Start with the learning objective and design her training backwards. If you prefer to do this by hand, download the worksheet below.

1) What do you want/expect Martina to learn?
Formulate learning objectives and standards: What should Martina know, understand and be able to do by the end?

2) How will you know and make sure that Martina has learned it?
Determine assessment and impact measurement: How can Martina show what she has learned? What should she be able to demonstrate?

3) What learning experience do you want Martina to have?
Design instructions and decide on learning activities and content forms:
How do you want Martina to learn?

Helping out Martina


1) Learning goals
- feel comfortable with leading her former colleagues
- understand which tasks are suitable for delegation, be able to delegate and to set goals for employees to report back to her
- be able to analyze her role and reflect on her responsibilities (including paperwork) and clarify expectations with her boss
2) Learning assessment
- delegating 20 % of tasks to team members (show delegation and catch-up)
- interview / assessment by boss: discuss the role and responsibilities and clarify expectations, including refelection of further learnings needed
- Feedback by Martina about self-conception as manager
3) Experiences
- company-standard leadership training (common framework necessary for a common understanding of leadership within the company), including basic ideas on how to structure dialogues with her employees in typical situations, including delegation and follow-up
- practice delegating (in real life with real tasks and her employees) and get feedback by coach / trainer form leadership training, refelect on how it felt and how to improve communication
- have her boss do the same with her
- HR to clarify sense and correct handling of "paperwork" handled by management, and other standards to be met by Martina
- initiate monthly meetings with her boss to clear expectations (first meeting) and discuss progress / areas of improvement and give feedback. If boss will /cannot take over, find a coach instead.

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