The 7 Habits of Highly Effective SME Managers
Turn busy SME managers into confident, trusted leaders
In collaboration with
A transformational 2-day workshop for SME managers, based
on Stephen Covey’s timeless principles.
In an SME, managers are the engine room of growth. Yet many are promoted because they were good at the job, not because they’ve been trained to lead people.
The result? Overstretched owners firefighting every issue. Managers juggling multiple hats with no time to step back. Teams unclear on priorities, leading to missed opportunities, frustration, and unnecessary turnover.
And often, the business loses out twice: they lose an effective doer, in order to gain a sub-optimal manager.
It doesn’t have to be this way.
The word habit can sound small, like brushing your teeth or checking your emails. But these aren’t ordinary habits.
Covey’s 7 Habits are fundamental principles of effectiveness: behaviours and mindsets that change how you think, how you act, and how you lead. They chart a journey of growth that applies to every manager, at any stage of their career:
From dependence – needing to be told what to do…
To independence – being proactive, clear on your priorities, and capable of leading yourself…
To interdependence – building trust, collaboration, and synergy with others to achieve more together than you ever could alone.
This is the path from team member → manager → leader.
The first three habits create the Private Victory: mastering yourself.
The next three create the Public Victory: leading others with trust and collaboration.
And the final habit, sharpening the saw, sustains growth and resilience for the long term.
Every day, SME managers are asked to:
Keep the business running smoothly while handling endless interruptions
Juggle operational, project, and people responsibilities, often without formal training
Deal with performance and wellbeing issues they don’t feel equipped for
Motivate teams through change, uncertainty, and growth pressures
Make time for what matters most – but constantly get dragged back into the urgent
Without the right principles to guide them, managers stay stuck in firefighting and reactivity – never able to step up into the role of true leader.
This two-day workshop adapts Covey’s world-famous framework for the reality of SME life. It gives managers not just inspiration, but the tools, language, and confidence to lead with clarity and purpose.
Participants will:
Learn how to prioritise effectively and stop living in firefighting mode
Gain practical tools to delegate, coach, and have tough conversations
Develop a proactive, solution-focused mindset that inspires trust
Build habits that create stronger, more resilient teams
Leave with a personal action plan and workbook tailored to their role
Habit 1: Be Proactive – Shift from reactive firefighting to taking ownership.
Tool: Circle of Influence
Habit 2: Begin with the End in Mind – Clarify priorities and align daily work to business goals.
Tool: Role Clarity Map
Habit 3: Put First Things First – Balance urgent tasks with the truly important.
Tool: Eisenhower Matrix
Habit 4: Think Win-Win – Turn conflict into collaboration and build trust.
Tool: Win-Win Agreement Canvas
Habit 5: Seek First to Understand, Then to Be Understood – Master the art of listening and giving feedback.
Tools: Four Listening Levels, SBI Feedback Model
Habit 6: Synergise – Unlock collaboration by valuing different strengths and styles.
Tool: DiSC-based Collaboration Grid
Habit 7: Sharpen the Saw – Sustain performance and resilience through self-care and renewal.
Tools: Energy Audit, Habit Reflection Planner
Unlike generic leadership programmes, this workshop is designed for the SME environment where managers don’t have layers of support, where time is short, and where every decision matters.
By combining timeless principles with simple, practical frameworks, managers gain habits they can apply the very next day. The result is confident leaders who free up owners, energise teams, and help businesses grow with less stress.
Greater clarity, focus, and confidence
A clear path from “doing the work” to “leading the team”
Ability to handle performance and wellbeing issues
Practical tools for leading through change and uncertainty
Clearer direction and expectations
Improved collaboration and trust
More proactive problem-solving
Owners freed from day-to-day firefighting
Higher engagement and retention
A stronger leadership pipeline for growth
Duration: 2 days, in-person workshop
Includes: Interactive sessions, SME-specific workbook, practical tools, and personal action plan
Optional add-on: Follow-up coaching / reflection sessions
Group size: Ideal for cohorts of 8–16 managers for maximum impact
SME managers and team leaders (new or experienced)
Rising stars and “accidental managers” promoted without leadership training
Business owners who want their managers to take more ownership and responsibility
Caswell Training has partnered with Hallidays HR – trusted advisors to growing SMEs – to ensure our workshops reach the managers who need them most.
By working together, we combine Hallidays’ deep understanding of their clients’ people challenges with our expertise in practical, SME-focused learning and development. The result: confident, capable managers who not only stay compliant, but drive their businesses forward.
Helping forward-thinking SMEs drive transformation by integrating Learning & Development with Change Management from the outset.
Get In Touch
Email: phil@caswelltraining.com
Phone: +44 7858 571823
Based in Manchester, UK
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