Hire an AI team leader introduction planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A first message to the team in your own voice
• A listening tour plan with the questions for each person
• A read of whether the team is in peacetime or wartime, and what that changes
• A results agreement with each person

How it does the job well

• Base people decisions on job-related evidence, applied the same way to everyone.
• Write in plain, respectful language the person affected could read.
• Keep personal data to what the task needs, and handle it privately.
• Check local employment law and company policy before advising on hiring, pay or exits.

Mistakes it avoids

• Biased wording in job ads, reviews or interview questions.
• Plans with no owner, timing or way to check progress.
• Treating a template as legal advice.

What a good result looks like

An example, not your task: You start as manager of an existing team next week.

• First message. A note to the team on who you are, how you work, what stays for now and when they hear more.
• Listening tour. A one-to-one plan for each person, with when to meet and what to ask them.
• Situation read. A call of peacetime or wartime, the evidence for it, how you lead this quarter and what you stop.
• Results agreements. One agreement per person with the result, guidelines, resources, how it is measured and what follows.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Stephen Covey and Dale Carnegie would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Write your first message. Writes your first message: who you are, how you work, what you will not change yet, in the manner of Nadella's first-day email.
• Plan the listening tour. Plans a one-to-one with each person that hears them first, with the questions to ask.
• Listen first. A pause. Send the message and hold the listening tour. Write down what each person said.
• Read the situation. Calls peacetime or wartime from your notes and the numbers, in Horowitz's terms, and says what that changes.
• Agree results with each person. Writes a results agreement per person: result, guidelines, resources, measures and consequences, in Covey's manner.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id take-over-a-team-as-its-new-leader only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/take-over-a-team-as-its-new-leader/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The team: who they are, their roles and how long they have been there
• What you were brought in to do and by whom
• What you know of the situation: numbers, morale, what happened before you
• Your own way of working

Helpful context (optional)

• The last leader's notes or handover
• The team's current goals and numbers
• Exit interviews from recent leavers

Tools and access

• Any good chat AI: Every step is a plan or a piece of writing.
• Your calendar: Book the whole listening tour in the first two weeks.
• Claude, ChatGPT or Gemini: Turning your own facts into a short, ordered message is text work. No files, web access or paid tools needed.
• Your email app: Paste the draft in and read it as the team will, on a screen, before you send.
• Claude, ChatGPT or Gemini: Planning and rewording are text work. No files, web access or paid tools needed.
• A friend to practise with: Say the listening phase out loud once. Reading it silently hides how hard it is not to answer back.
• Any good chat AI: Weighing evidence for a call is text work. Claude, ChatGPT and Gemini all do it with this skill.
• Your finance sheet or dashboard: Cash months, growth and churn move the call more than words do. Copy in the figures you trust.
• Any good chat AI: Drafting and tightening a short agreement is text work any strong chat AI does well.
• A shared document: Both sides can read, edit and sign off the same page.

Functions and deliverables

• Team leader introduction planner: Share your leadership brief and team context. Get an introduction draft, listening plan and proposed results agreements after real conversations.
  • A first message to the team in your own voice
  • A listening tour plan with the questions for each person
  • A read of whether the team is in peacetime or wartime, and what that changes
  • A results agreement with each person
• New leader first message writer: Write your first message as a new leader. Get a one-page note covering who you are, why you are here and what happens next.
  • A one-page first message, ready to edit and send
  • The four questions answered in order
  • A thank-you to the people before you, and a line on what stays the same
  • One honest line on what you do not know, and one ask
  • A list of facts you still need to fill in
• Listening conversation planner: Prepare a hard conversation. Get a plan to listen until they feel heard, say your side once and agree one next step with a date.
  • A plan for the setting and for giving them the floor
  • A list of the urges you will feel to defend yourself, each with a quiet response
  • Five to eight phrases that show you understood, plus a check that they feel heard
  • Your side in three or four sentences, and two curious questions
  • One next step with a date and an owner
• Business crisis mode reviewer: Is your company in peacetime or wartime? Get a call backed by evidence, a plan to lead in that mode and a signal to switch.
  • A call on peacetime or wartime, with the evidence on each side
  • A plan for that mode, including what to stop
  • A test of the shortcut people want
  • What the team hears, and how often
  • A signal that tells you the mode has changed
• Work expectations agreement writer: Write a results agreement for a job you hand off or a deal you settle. You get one page on results, limits, help, review and what follows.
  • A one-page agreement with results, guidelines, resources, accountability and consequences
  • A choice of how much structure fits the person
  • An exit clause and a trust line for a two-sided deal
  • A say-it-back card of five lines
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up
• Stephen Covey: Plan priorities, handoffs or a hard talk using Stephen Covey’s recorded approach. State the goal, listen first and agree a next step.
  • Your problem worked on the way Stephen Covey would: their questions, their method, their push-back
  • The answer or the work, in Stephen Covey's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Dale Carnegie: Rewrite a tense message or prepare a people conversation using Dale Carnegie’s recorded approach. See the other side, give sincere credit and ask clearly.
  • Your problem worked on the way Dale Carnegie would: their questions, their method, their push-back
  • The answer or the work, in Dale Carnegie's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You start as manager of an existing team next week.
• You have bought or inherited a business and its people.
• You took over six months ago and it has not settled.

Limits to check before starting

• You only cover a team for a week: skip this and send a short note to the team with who to call and what stays the same.
• You have one person with a performance problem: hold a plain one-to-one with that person instead of a full team takeover.
• You already know the team well and only need goals for the year: set the goals with the team directly and agree them in your next one-to-ones.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Paste the team, your brief and what you know. It writes the first message and the listening tour.
• Send the message and hold the one-to-ones. Paste your notes.
• Read the situation call, then agree results with each person in the next one-to-one.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/take-over-a-team-as-its-new-leader for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.