🌳 Oaks Co. · HR Consulting

The Leader's Minimum Habit
Playbook & Review Tool

A practical guide for first-time and middle-management leaders to build healthy leadership habits and reflect on how well they are truly serving their teams.

For First-Time & Middle Managers
7 Core Leader Habits
Self-Review + Team Pulse
Action Planning

What does a good leader actually do?

Good leadership isn't a personality type — it's a set of consistent habits. This playbook distills the minimum standard any leader must practice to earn the trust of their team and deliver sustainable results.

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Who This Is For

First-time team leaders stepping into people management, and middle managers who want to audit how well they're truly leading — not just managing tasks.

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How to Use This Tool

Start with the 7 Habits to understand what's expected. Then run the Self-Review honestly. Use the Team Pulse to pressure-test your view. Build your Action Plan from the gaps.

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Recommended Cadence

Monthly self-check for habit compliance. Quarterly full self-review. Semi-annually gather team pulse data to see if your habits are actually landing.


⚠️ Signs a Leader May Be Underperforming

Leaders are flagged for underperformance when one or more of these signals appear. Use this as an early-warning checklist — for yourself or someone you're developing.

1 Not hitting own performance targets
2 Failing to drive the team to expected performance levels
3 Creating fear, arrogance, or poor team dynamics — evidenced by upward feedback or engagement scores
4 Significant spike in team turnover, confirmed by exit interview data
5 Insubordination or open non-cooperation toward leadership
6 Acting against company values (peer/team/leader assessments)
7 Violating confidentiality, safety, or code of conduct
8 Any action that negatively impacts the company's brand or sustainability

When a Leader Is Underperforming — What Happens Next?

No toxic / alarming behavior?
Developable within 4–6 months?
3-Month LPIP
All targets met?
✓ End LPIP Status
Significant toxic behavior
Termination Process
Not developable, but fit elsewhere
Job Relocation

The goal of this playbook is to make LPIP unnecessary — by building habits that prevent underperformance from solidifying in the first place." data-id="Tujuan panduan ini adalah membuat LPIP tidak diperlukan — dengan membangun kebiasaan yang mencegah kinerja rendah mengakar sejak awal.">The goal of this playbook is to make LPIP unnecessary — by building habits that prevent underperformance from solidifying in the first place.

The 7 Minimum Leader Habits

These are the non-negotiables. Every leader — from Team Leader to Head of Department — must practice all seven. Tap each to expand the detailed expectations and frequency guide.

1
Plan & Build Your Team
Resource planning, hiring, onboarding, and probation review
Foundation
  • Define the grade and competency expectation before opening a vacancy
  • Participate in or lead the interview and selection process based on your level
  • Prepare a proper onboarding for new hires — don't just throw them in
  • Conduct a structured probation review 2 weeks before the probation ends
  • Have a career-level conversation and assign grade clearly after probation
📅 At onboarding & 2 weeks before probation ends
2
Clarify Team Purpose & Set Team Norms
Inspire belonging, trust, and shared direction
Culture
  • Communicate the company's vision and values — not just once, but regularly
  • Contextualize the company's purpose into what it means for your team specifically
  • Set team norms: how you work together, what behaviors are expected, how you handle accountability
  • Deliver team purpose through team meetings, townhalls, and team building moments
  • Build cohesion — make sure your team actually feels like a team
📅 Quarterly minimum; recalled at every re-planning
3
Conduct Proper Team Planning
Goal-setting at team level, cascaded from company OKRs
Strategy
  • Translate company and department OKRs into clear team objectives and KPIs
  • Make quarterly and semi-annual team planning — not just yearly
  • Break big goals into daily/weekly/monthly operational targets for your team
  • Discuss risks and cross-department synergy at each planning cycle
  • Restate accountability norms (how you'll track progress, reward performance, address gaps)
📅 Semi-annually for full planning; quarterly for reviews
4
Clarify Individual Targets & Align to Career Aspiration
1-1 goal-setting that connects job to growth
People
  • Conduct structured 1-1 goal-setting sessions with each direct report
  • Clarify job description, priorities, and individual OKRs — not assumptions
  • Understand each person's career aspiration and connect their current role to it
  • Ask the power question: "What do you need from me to achieve this?"
  • Agree on how performance will be tracked and reviewed
📅 Quarterly; semi-annually for deeper career conversation
5
Provide Learning & Development
Identify gaps and deliver growth — not just training
Growth
  • Know the competency requirements for each person on your team
  • Identify the gap between current ability and what's required — use data and observation
  • Design or assign a learning path: coaching, mentoring, training, buddy system, learning circles
  • Make learning actionable — tie it back to real work, not just theory
  • Check in regularly to make sure the learning is actually translating into behavior
📅 Ongoing — especially at transitions and during 1-1s
6
Track Progress & Give Feedback
Make accountability a habit, not a crisis response
Accountability
  • Hold weekly team progress meetings — brief, structured, focused
  • Conduct regular 1-1s: weekly or bi-weekly minimum for struggling team members
  • Use the CAR framework when giving feedback: Context → Action → Result
  • Ask clarifying questions before concluding — listen more than you tell
  • Use GROW for coaching moments: Goal → Reality → Options → Way Forward
  • Recognize wins publicly; address issues privately and constructively
📅 Weekly for team meetings; bi-weekly minimum for 1-1s
7
Evaluate, Reflect & Recognize
Performance appraisal, continuous improvement, celebration
Closure
  • Run a structured performance appraisal semi-annually — self-assessment + manager assessment
  • Read 360-degree feedback before drawing conclusions about team members
  • Attend calibration to ensure fair and consistent scoring across the team
  • Communicate final ratings with clear justification and development implications
  • Celebrate wins — not just at appraisal time, but in the moment they happen
  • Ask for upward feedback: "How can I be a better leader for you?"
📅 Semi-annually; recognition should be ongoing

Leader Self-Review

Check each item you've genuinely been doing — not just intending to do. The score reflects how consistently you're showing up as a leader for your team. Be honest with yourself.

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Your Score
Complete the checklist below to see your score.

Tap each item that you are consistently practising as a leader.

🏗 Building Your Team
I defined clear expectations before hiring or onboarding someone new
Not just posting a job — but articulating what good looks like before the person starts
I conducted a proper probation review and career conversation
Not just ticking a form — a real conversation about performance, grade, and growth direction
🗺 Direction & Planning
My team knows WHY we exist and what we're working toward this cycle
They can articulate the team's purpose, not just their individual tasks
I've done a team planning session this quarter — goals are clear and documented
Not just verbal alignment — actual OKRs, KPIs, or targets that the team agreed to
Each person on my team has a clear, individual goal that's cascaded from team goals
They know exactly what they're responsible for and how it connects to the bigger picture
🌱 Learning & Growth
I know the competency gaps of each person on my team
Not guessing — based on observation, data, or structured assessment
I've provided at least one meaningful development opportunity for each team member this cycle
Coaching session, training, stretch assignment, or a meaningful feedback conversation
I know each person's career aspiration and have connected it to their current role
They don't feel like a cog in the machine — they see the relevance of today's work to their future
📊 Progress Tracking & Feedback
I hold a regular weekly or bi-weekly team progress meeting
Structured, consistent — not just an impromptu catch-up when things go wrong
I do 1-1s with each direct report — at minimum bi-weekly
Dedicated individual time, not just a side conversation after a team meeting
I give feedback in a timely, specific, and constructive way
Based on behavior and impact — not personality. I don't wait for appraisal to say important things.
I recognize wins — publicly and in the moment
Not just at year-end. My team feels seen when they do something well.
🤝 Culture & Trust
My team members feel safe to raise concerns, give feedback, and disagree with me
They bring problems to me — not hide them or vent to peers instead
I act consistently with the company values — not just when it's convenient
Especially when it's hard or when no one is watching
I have asked for feedback from my team about how I can improve as a leader
Not passive — I actively invite upward feedback
🪞 Self-Awareness
I have reflected on what I could have done better as a leader this cycle
Not just looking at what the team didn't do — but what I failed to provide
When someone on my team underperforms, I consider my role before pointing to theirs
Did I set clear expectations? Provide resources? Give feedback early enough?

Team Pulse Check

Use this to pressure-test your self-assessment against how your team might actually experience your leadership. Either use it to guess what your team would say — then compare against real upward feedback — or gather the data and bring it here.

🎯 Clarity of Direction

If I asked your team right now — could they articulate the team's goals for this cycle?

Needs workStrong

💬 1-1 Quality

Do your 1-1s feel productive and valued — or like a status update they could have emailed?

Just status reportsGenuinely helpful

🌱 Sense of Growth

Does your team feel like they're growing under your leadership — or just executing?

Just executingActively growing

🤝 Psychological Safety

Would your team members raise a concern or disagree with you openly — without fear?

Fear-basedFully safe

🏆 Recognition

Do people feel seen and appreciated for the work they do under your leadership?

InvisibleConsistently seen

📣 Feedback Quality

Does your team receive feedback that helps them improve — specific, timely, and useful?

Vague or absentConsistently useful

🔗 Retention Signal

If you had to guess — are people on your team considering leaving because of how they're led?

High flight riskStable & loyal

🌟 Overall Leadership Experience

If you asked your team "How would you rate having me as your leader?" — what would they honestly say?

Would not recommendWould strongly recommend

Your Action Plan

Based on your self-review and team pulse, use this section to capture your commitments. Be specific. A habit you intend to build isn't a plan — a habit with a schedule and an accountability mechanism is.

1

What are your top 2–3 gaps from the Self-Review?

Name the habits you're not consistently doing. Be honest — vague gaps lead to vague plans.

2

What might be causing those gaps?

Use the Ability–Will–Clarity framework. Are you unable to do it (bandwidth/skill/knowledge), unwilling (motivation/attitude), or unclear on what's expected?

Ability Bandwidth / Skill / Knowledge
Will Motivation / Attitude
Clarity Unclear expectations
3

What specific actions will you take — and when?

Name the action, the person it applies to (if individual), and a concrete date or cadence.

This week Quick wins
Month 1 New rhythms
Month 3 Habit check
4

Who will hold you accountable?

Accountability without a witness is just a wish. Name a person — your manager, an HR business partner, a trusted peer — who will check in on this plan with you.

5

How will you know you've improved in 90 days?

Define what success looks like — behaviorally and measurably.