EyeBiz Success Strategies

CLARIFYFING EXPECTATIONS AND BUILDING CONFIDENCE (part 2 of 3-part series)

When stepping into a new management role, even the most talented individuals can feel overwhelmed. Juggling daily responsibilities while trying to understand the nuances of a new organization—and possibly a new industry—can leave little room for strategic thinking.

That’s where Smart Checkups come in.

More than a one-time consultation, Smart Checkups can be structured as ongoing monthly “Lunch and Learn” sessions, giving newer managers a built-in sounding board and a safe space to explore ideas, ask questions, and gain clarity.

Working alongside an experienced operations partner, managers can:

• Receive tailored feedback on real-time challenges
• Gain confidence in decision-making
• Learn how to connect day-to-day activities with big-picture goals

What’s often overlooked is that a new manager may not have a peer or colleague they feel comfortable brainstorming with—especially when trying to vet ideas, problem-solve, or propose something new. There’s real truth to the saying “it’s lonely at the top.” Smart Checkups help fill that gap. They create a collaborative space where managers can safely bounce around ideas, explore different approaches, and build confidence in their proposals before taking them to the broader team.

Smart Checkups also provide real value for practice owners. These sessions create an opportunity to clearly communicate expectations and goals in a setting where they can be heard, discussed, and supported. Having a neutral, experienced partner in the room can help clarify intentions, reinforce alignment, and serve as a second set of ears to ensure messages are received and understood. They also offer a safe space to give and receive feedback—building mutual trust and accountability between owner and manager.

These sessions aren’t about evaluating performance. They’re about building capability, fostering curiosity, and giving managers the tools to lead effectively. With consistent, low-pressure collaboration, Smart Checkups help bridge the gap between potential and performance.

Whether your new manager is coming from another practice or is newly promoted, this kind of structured support can be the difference between “managing to get by” and managing to thrive.

Part 1 can be found here: https://eyebizexpertise.com/2025/04/16/smart-checkups-moving-the-trees-to-see-the-forest/