From Technical Expert to Strategic Leader

(Formerly titled: Making the Shift from Technical Expert to Organizational Leader)

Moving from the role of technical expert to leader requires a unique set of skills much broader than expertise itself. During this two-day workshop, you learn how to:

  • Describe the four stages of leader evolution and the shifts in perspective, skill, and behavior
  • Define how to build a base of personal competence and credibility
  • Discuss the skills and techniques needed to build organizational capacity
  • Operate at a strategic, business level

This course can be applied to the following certificates:
Business Analysis Certificate
Emerging Leaders Certificate
Project Management Certificate


Alan Patterson, Ed. D.

Alan Patterson, Ed. D.

Alan Patterson is one of America’s best thinkers, teachers and coaches. Having guided more than a dozen Fortune 500 companies in re-thinking how best to elevate their talent, he is an expert at driving effective organizational change. Alan Patterson has ... read more

Who Should Attend

  • Project Managers
  • Business Analysts
  • Information Technology Professionals
  • Engineers
  • Product Developers
  • Managers in Technical Environments


Course Outline/Topics

Develop a context for leadership

  • Job standards – the what, how, and who of the job
  • The Mentoré™ leadership competency model
  • The role of technical expertise in leadership success

Build a base of credibility and trust

  • Effective communication and influence skills
  • Emotional intelligence
  • Relationship management strategy
  • Lead by example

Create a culture of accountability, trust, and performance

  • Organizational alignment and execution
  • High-performance teams
  • The role of leader as coach
  • Shaping the culture
  • Building an adaptive organization

Work as a partner and strategist to the business

  • Thinking and acting strategically
  • Engaging customers in dialogue


"I learned specific approaches and skills that can be applied on the job."  —  Andrew Manz, Duncan Solutions

"I liked the energy of presenter."  —  Sheri Lettau, Treehouse Foods

All sessions are Face-to-Face unless otherwise noted.

Date: Tue.-Wed., May 15-16

Time: 8:30am-4:30pm

Location: UWM School of Continuing Education

Instructor: Alan Patterson Ed. D.

Fee: $845

CEUs: 1.4, PD Hours: 14, CDUs: 14

Enrollment Limit: 24

Program Number: 5025-10728

Registration Deadline: Tue., May 15

Register Now