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S24-600 Transitioning from Direct Services to a Management Role

Total Credits: 3 including 3 Category I CE

600 Leadership and Management
Steven Lewis, MSW, MBA
Course Levels:
3 Hours 15 Minutes
Target Audience:
Social Workers, LCPCs, and Psychologists



This one-day module will help participants understand the key dimensions to focus on in order to become an effective manager and the nature of individual role transitions. This module will also provide the tools to use in assessing the extent to which you have made the successful transition to a managerial role.    


This workshop does NOT meet MBSWE’s Supervision Requirements.


Steven Lewis, MSW, MBA Related Seminars and Products

Steven Lewis is the President & CEO of Community Partnership for Child Development located in Colorado Springs, Colorado. Community Partnership for Child Development (CPCD) operates Head Start/Early Head Start programs and the Colorado Preschool Program serving primarily low-income children and families in El Paso County, Colorado.  CPCD serves 1800 preschool children and operates 27 Head Start/Early Head Start early learning centers in Colorado Springs, Colorado.  He is also responsible for leading 360 employees and managing a budget of 30 million dollars.  

Steven holds a Master of Business Administration from La Salle University and Master of Science in Social Work from the University of Maryland at Baltimore. Steven is an alum of the Kansas City Tomorrow executive leadership program, LEADERSHIP Philadelphia, Harvard Business School’s Strategic Perspectives in Nonprofit Management Program and Head Start Johnson & Johnson Management Fellows Program at the University of California Los Angeles, Anderson School of Business.   

Agenda & Learning Objectives


1:10 pm – 1:15pm Log on  


1:15 pm – 3:15 pm   

  • Introductions/Check-In  

  • Making the Transition to a Management Role & Three (3) Key Dimensions of Effective Management  

    • Warm-Up Exercise  

    • Managerial Activities & Key Factors in Managerial Success/Failures  

    • 10 Inner Game of Management Syndromes  


3:15 pm – 3:30 pm Break  


3:30 pm – 4:30 pm   

  • Leadership vs. Management  

    • Pyramid of Management Development  

    • Pyramid of Management Development Skills: A Self-Rating Scale  


4:30 pm Questions and adjournment  



Upon the completion of this workshop, participants will be able to:

  • Learn 3 key dimensions upon which you should focus to become an effective manager.   

  • Learn the 3 dimensions of the Inner Game of Management.   

  • Learn to effectively apply concepts in analyzing and overcoming problems in real life situations.   

  • Identify goals related to improving your effectiveness as a manager.   

Bibliography & References


How to Increase Your Influence at work, Harvard Business Review by Rebeca Kight (2018). 


Boundary Management:  Managing the Mentoring Relationship, Stacy Blake-Beard, PHD, (2022). 


Dare to Lead:  Brave Work. Tough Conversations. Whole Hearts. Brene’ Brown, PHD, (2018). 


How to Make a Big Decision:  Have no fear.  An emerging science can now help you choose, New York Times, by Steven Johnson (2018). 


The Inner Game of Management, How to Make the Transition to a Managerial Role, Drs. Eric G. Flamhotlz and Yvonne Randle, Management Systems (1989). 


Skills of an Effective Administrator, Robert L. Katz, Harvard Business Review Classics (1974). 


Management fashions and fads compiled by Adrian Furnham (2004). 

Course Completion & CE Information

Category I Maryland BSWE Requirement

The Office of Continuing Professional Education at the University Of Maryland School Of Social Work is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education programs. This workshop qualifies for 3 Category I Continuing Education Units. The Office of Continuing Professional Education is also authorized by the Maryland Board of Psychologists and the Maryland Board of Professional Counselors to sponsor Category A continuing professional education.

Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!


Late Fees and Refunds

The base price is $70 and includes CE credit. A non-refundable late fee of $20 is added on 2/21/24

Cancellations** must be received 24 hours in advance prior to the workshop to receive a refund or an account credit.

Late fees cannot be refunded or applied to  account credit. 

**ALL cancellations will be subjected to a $35.00 administration fee.**

Live Interactive Webinar Platforms


The Office of Continuing Professional Education hosts Live Interactive Webinars through two platforms: Zoom and WebEx.

Both platforms offer high quality and user-friendly webinar platforms for our registrants.


System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.


Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs



ADA Accommodations

If you are requesting ADA accommodations, please contact our office via email at least two weeks prior to the workshop date. Requests after that date may not be fulfilled.  

Our email address is