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

Alan Patterson

Dr. 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 ... 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, 2017 Participant

"I liked the energy of presenter."  —  Sheri Lettau, Treehouse Foods, 2017 Participant

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

Thu.-Fri., Nov. 16-17


Location: UWM School of Continuing Education

Instructor: Alan Patterson

Fee: $845

CEUs: 1.4

Enrollment Limit: 24

Program Number: 5025-10232

Registration Deadline: Thu., Nov. 16

Register Now