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	<title>Management &#8211; Kate Bernal</title>
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	<title>Management &#8211; Kate Bernal</title>
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		<title>27 Tips For New Managers To Succeed</title>
		<link>https://katebernal.com/tips-for-new-managers</link>
		
		<dc:creator><![CDATA[Kate Bernal]]></dc:creator>
		<pubDate>Wed, 09 Nov 2022 05:08:00 +0000</pubDate>
				<category><![CDATA[Management]]></category>
		<category><![CDATA[first time managers]]></category>
		<category><![CDATA[new managers]]></category>
		<category><![CDATA[tips for new managers]]></category>
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					<description><![CDATA[If you are a new manager, congratulations! You have taken...]]></description>
										<content:encoded><![CDATA[
<p>If you are a new manager, congratulations! You have taken on a challenging and rewarding role.</p>



<p>As a new manager, there are certain things you need to focus on in order to be successful. </p>



<p><a href="https://katebernal.com/about-kate" target="_blank" rel="noreferrer noopener">I&#8217;m Kate</a>, and these are tips I learned in my <strong>17+ years of leadership experience</strong> working in <strong>Fortune 500 </strong>and <strong>multi-billion dollar companies</strong>.</p>



<p>Reading this guide will help you navigate the waters of your role and set you up for success! </p>



<p><strong>In this guide, I will share my favorite 27 tips for new managers to succeed to help you make the transition into your leadership position smoother and easier!</strong></p>





<h2 class="wp-block-heading"><strong>What Are The Best Tips For New Managers?</strong></h2>



<p>I&#8217;ve learned all of these tips during my leadership career, and now I want to share them with you. These 27 tips will help you effectively support your employees and stakeholders and create a pleasant work experience.</p>



<h3 class="wp-block-heading"><strong>1. Build Trust As A New Manager</strong></h3>



<p>Building trust will create a pleasant work experience and make your employees happier and more productive. It will also increase their sense of belonging and employee morale.</p>



<p>Open communication and having emotional intelligence are key to building trust. Here are some ways to build it:</p>



<p>-Be transparent.</p>



<p>-Keep your word.</p>



<p>-Follow through on promises.</p>



<p>-Respectfully listen to ideas and opinions.</p>



<p>-Create a safe environment for sharing feedback.</p>



<h3 class="wp-block-heading"><strong>2. Find A Mentor: A Great Guide For New Managers</strong></h3>



<p>As a new manager, it&#8217;s important to be open to career growth opportunities.</p>



<p>Managers learn the ropes in different ways. One way to do this is to find a mentor.</p>



<p>A mentor can help you develop your own perspective and provide tips for success in your new role.</p>



<p>Look for someone who has experience in the area you&#8217;re interested in and who you respect as a leader.</p>



<p>Meet with them regularly to discuss your career goals and get feedback on your progress.</p>



<p>Ideally, you&#8217;d find a mentor before you even start your managerial role.</p>



<p>You should ask them about their experience as first-time managers, how they developed their leadership skills, ways to get manager training, etc.</p>



<h3 class="wp-block-heading"><strong>3. Be Mindful Of The Amount Of Workload Your Team Has</strong></h3>


<div class="wp-block-image">
<figure class="aligncenter size-full is-resized"><img fetchpriority="high" decoding="async" src="https://katebernal.com/wp-content/uploads/2022/07/Be-Mindful-Of-The-Amount-Of-Workload-Your-Team-Has.png" alt="Be Mindful Of The Amount Of Workload Your Team Has" class="wp-image-426" style="width:600px;height:600px" width="600" height="600" srcset="https://katebernal.com/wp-content/uploads/2022/07/Be-Mindful-Of-The-Amount-Of-Workload-Your-Team-Has.png 800w, https://katebernal.com/wp-content/uploads/2022/07/Be-Mindful-Of-The-Amount-Of-Workload-Your-Team-Has-300x300.png 300w, https://katebernal.com/wp-content/uploads/2022/07/Be-Mindful-Of-The-Amount-Of-Workload-Your-Team-Has-150x150.png 150w, https://katebernal.com/wp-content/uploads/2022/07/Be-Mindful-Of-The-Amount-Of-Workload-Your-Team-Has-768x768.png 768w" sizes="(max-width: 600px) 100vw, 600px" /><figcaption class="wp-element-caption">Be Mindful Of The Amount Of Workload Your Team Has</figcaption></figure>
</div>


<p>This is a tricky tip to implement if you don&#8217;t have support from your leaders. So, I&#8217;ll assume that you do.</p>



<p>One of the most important tips for new managers to be aware of is to be mindful of the amount of workload their employees have.</p>



<p>Figure out which manual, painful, and repetitive tasks can be automated. Regardless of which organization you work in, you&#8217;ll always find tasks and processes to simplify and automate.</p>



<p>For example, if you are a sales manager, you should find out <a href="https://katebernal.com/how-to-start-the-sales-process-automation">how to start sales process automation</a>, so your sales reps can focus on building relationships with customers.</p>



<p>Check out <a href="https://katebernal.com/sales-management-software">this article</a> if you need help figuring out the <a href="https://katebernal.com/sales-management-software" target="_blank" rel="noreferrer noopener">best sales management software</a> to automate tasks and close more deals.</p>



<p>It&#8217;s essential that you don&#8217;t overload them with work. But it&#8217;s also important that you don&#8217;t underutilize them.</p>



<p>On the other hand, if your team is bored, they will become disengaged and their productivity will suffer.</p>



<p>Find the right balance through honest and transparent communication with your employees.</p>



<h3 class="wp-block-heading"><strong>3. Ask Your Employees For Feedback</strong></h3>



<p>As a new manager, it&#8217;s crucial to solicit feedback proactively from your direct reports.</p>



<p>After all, leadership is a two-way street. By asking for feedback, you&#8217;re not only showing that you&#8217;re open to criticism, but you&#8217;re also demonstrating your commitment to becoming a better leader for them.</p>



<p>Remember to ask specific questions, such as &#8220;What can I do to improve my communication with the team?&#8221;</p>



<p>Otherwise, if you just ask, &#8220;Can you give me feedback?&#8221;, you may get very general answers that won&#8217;t help you identify areas where you can improve.</p>



<p>Also, asking for feedback shows that you are open to input from others and that you&#8217;re willing to learn from your mistakes.</p>



<h3 class="wp-block-heading"><strong>4. Get To Know Your Employees</strong></h3>



<p>Getting to know your employees really well will help you as a new manager in many different ways.</p>



<p>For example, it&#8217;s important for managers to understand what motivates their people. Because motivated and happier employees help create a more positive work environment for everyone.</p>



<p>Getting to know your employees also means learning how they work.</p>



<p>By understanding how your employees work best, you&#8217;ll be able to assign tasks and projects in a way that maximizes everyone&#8217;s strengths.</p>



<p>Finally, building relationships with your employees will also make them more likely to trust you and feel comfortable coming to you with problems or concerns.</p>



<h3 class="wp-block-heading"><strong>5. Schedule Regular Team Meetings</strong></h3>


<div class="wp-block-image">
<figure class="aligncenter size-full is-resized"><img decoding="async" src="https://katebernal.com/wp-content/uploads/2022/07/Schedule-Regular-Team-Meetings.png" alt="Schedule Regular Team Meetings" class="wp-image-425" style="width:600px;height:600px" width="600" height="600" srcset="https://katebernal.com/wp-content/uploads/2022/07/Schedule-Regular-Team-Meetings.png 800w, https://katebernal.com/wp-content/uploads/2022/07/Schedule-Regular-Team-Meetings-300x300.png 300w, https://katebernal.com/wp-content/uploads/2022/07/Schedule-Regular-Team-Meetings-150x150.png 150w, https://katebernal.com/wp-content/uploads/2022/07/Schedule-Regular-Team-Meetings-768x768.png 768w" sizes="(max-width: 600px) 100vw, 600px" /><figcaption class="wp-element-caption">Schedule Regular Team Meetings</figcaption></figure>
</div>


<p>Team meetings are sacred. They give the opportunity to both the manager and the team members to do various things, including:</p>



<ol class="wp-block-list">
<li>Recognize a team member.</li>



<li>Brainstorm a solution to an issue.</li>



<li>Make announcements.</li>



<li>Address concerns.</li>
</ol>



<p>Send the team meeting agenda ahead of time so that everyone knows what will be discussed.</p>



<p>Scheduling regular team meetings is a great way to keep everyone on the same page and ensure that everyone&#8217;s voices are being heard.</p>



<h3 class="wp-block-heading"><strong>6. Schedule Regular One-On-One Meetings With Your Employees</strong></h3>



<p>Regular one-on-one meetings are just as important as team meetings.</p>



<p>They are a chance for you to check in with each individual team member and see how they&#8217;re doing both professionally and personally.</p>



<p>It&#8217;s also an opportunity for everybody to bring up any issues they have without feeling like they&#8217;re airing their dirty laundry in front of the entire team.</p>



<p>Additionally, they&#8217;re the right forum to ask your employees what their goals are and how you can help them achieve them.</p>



<p>Finally, one-on-one meetings are a great time to give feedback &#8211; both positive and constructive.</p>



<h3 class="wp-block-heading"><strong>7. Be An Active Listener</strong></h3>



<p>Don&#8217;t be another bad boss or peer. Stay focused when a direct report or co-worker is talking to you.</p>



<p>If you don&#8217;t have a good memory, take notes. But if you forget everything and don&#8217;t even bother taking notes, it makes the other person feel unimportant.</p>



<p>Being an active listener means being present in the conversation—both mentally and emotionally.</p>



<p>This can be difficult if you have a lot on your plate, but it&#8217;s not optional.</p>



<p>If you&#8217;re not an active listener, your team members will notice, and they&#8217;ll quickly lose trust in you. So, stay focused during conversations.</p>



<h3 class="wp-block-heading"><strong>8. Be A Collaborative Leader And A Role Model Team Member</strong></h3>



<p>This is one of the best tips for first-time managers because it requires you to have several qualities that your employees value.</p>



<p>In a collaborative work environment, everyone on your team has a voice.</p>



<p>You&#8217;ll notice that the more people feel free to express their opinions, the easier it becomes to solve issues as long as everyone remains humble and open to each other&#8217;s ideas.</p>



<p>The benefits of being a collaborative leader are plenty:</p>



<ul class="wp-block-list">
<li>You get different perspectives that help you make better decisions.</li>



<li>Your team members will feel valued and appreciated.</li>



<li>It encourages creativity and innovation.</li>
</ul>



<p>Of course, there will be times when you have to make a decision on your own, but those should be the exception, not the rule.</p>



<h3 class="wp-block-heading"><strong>9. Recognize Your Employees Often</strong></h3>



<p>First-time managers come from different backgrounds, and some people may not be used to the idea of recognizing people.</p>



<p>Team meetings, one-on-one meetings, and online tools are some of the forums I&#8217;ve used to recognize team members.</p>



<p>It&#8217;s important to recognize your employees often because it shows them you&#8217;re paying attention and that you care about their work.</p>



<p>It also helps build trust, creates a positive work environment, and motivates people to do their best.</p>



<h3 class="wp-block-heading"><strong>10. Provide Timely Feedback To Your Employees</strong></h3>



<p>As a new manager, one of the most important things you can do is to provide timely feedback to your employees.</p>



<p>This feedback should be both positive and constructive, and it should be delivered in a way that is respectful and helpful.</p>



<p>When giving feedback, always aim to be clear and specific. Provide examples of what you are talking about. And avoid general comments like &#8220;good job&#8221; or &#8220;great work.&#8221;</p>



<p>Taking the time to give thoughtful and meaningful feedback will go a long way toward helping your employees succeed.</p>



<h3 class="wp-block-heading"><strong>11. Set Quarterly Goals And Conduct Quarterly Performance Reviews</strong></h3>



<p>Setting the quarterly goals for your employees requires collaboration, and this is more than a to-do list.</p>



<p>These goals must be SMART. SMART is an acronym for Specific, Measurable, Achievable, Realistic, and Timely.</p>



<p>These quarterly goals should complement your company&#8217;s objectives while also providing an excellent opportunity for your team members to work on tasks related to their career goals.</p>



<p>A quarterly performance review is essential for setting expectations and providing feedback between employers and employees.</p>



<p>Performance reviews also allow managers to offer constructive criticism and praise in a formal setting.</p>



<p>This feedback can be invaluable in helping employees improve their work and achieve their career goals.</p>



<h3 class="wp-block-heading"><strong>13. Get To Know Your Stakeholders</strong></h3>



<p>In the same way you should get to know your employees, you should also get to know your stakeholders.</p>



<p>This includes understanding their work styles and what motivates them to do great work.</p>



<p>One way to do this is to listen carefully to what they say and observe how they interact with others.</p>



<p>By taking the time to get to know your stakeholders, you will be able to build strong relationships and earn their trust.</p>



<p>Starting off on the right foot with your stakeholders will set the tone for a productive and successful working relationship.</p>



<h3 class="wp-block-heading"><strong>14. Explain To Your Direct Reports And Stakeholders What Your Work Style Is</strong></h3>



<p>I&#8217;ll share my personal experience as a manager with you, so hopefully, you can understand this tip better.</p>



<p>I like to be open with my communication with direct reports and stakeholders. To make this simple for everyone, I share a document about how I work.</p>



<p>As for my leadership style, I am very adaptable and will determine, with the help of my direct reports, what type of support they need.</p>



<p>Some team members may be more independent, while others may require more direction and guidance.</p>



<p>With those that require my guidance, my focus will be on understanding if they need direction because they lack confidence or knowledge of the topic.</p>



<h3 class="wp-block-heading"><strong>15. Remember That Your Employees Are Different</strong></h3>



<p>It&#8217;s important for managers to remember that their employees are all different and have different needs.</p>



<p>Some people may respond well to a more hands-on management style, while others may prefer to be given more freedom.</p>



<p>Trying to manage everyone in the same way is likely to lead to frustration on both sides.</p>



<p>Bad managers often make the mistake of assuming that everyone wants the same things from their job.</p>



<p>They expect everyone to be happy with the same level of responsibility or the same management style. This can lead to conflict and resentment and ultimately damage team morale.</p>



<p>On the other hand, high-performing teams are typically those that have managers who understand and cater to the individual needs of their employees.</p>



<p>By taking the time to get to know your team and what makes them tick, you can create an environment where everyone feels valued and respected.</p>



<h3 class="wp-block-heading"><strong>16. Schedule Regular One-On-One Meetings With Your Boss</strong></h3>



<p>As an employee, it&#8217;s important to stay in regular communication with your boss.</p>



<p>Not only will this help you stay on top of company goals and objectives, but it will also allow you to discuss your professional goals and progress.</p>



<p>One-on-one meetings are a great way to do this, and they should be scheduled on a regular basis.</p>



<p>During these meetings you should discuss how you&#8217;re making progress towards your quarterly goals, ask for specific feedback, and discuss any topics relevant to your career and performance.</p>



<p>And don&#8217;t forget to use these meetings as an opportunity to prepare for your annual review!</p>



<h3 class="wp-block-heading"><strong>17. Keep Track Of Your Career Performance</strong></h3>



<p>Keeping track of your career performance means using a tool to register:</p>



<ul class="wp-block-list">
<li>Your Achievements</li>



<li>Your Failures</li>



<li>Lessons Learned</li>
</ul>



<p>Doing this will not only refine your leadership skills but also make it easier to track your progress and show it to your boss during performance review meetings.</p>



<p>Additionally, you will become a better leader for your team. Your team will be able to see that you are continuously learning and growing in your role.</p>



<p>This will inspire them to do the same and create a culture of lifelong learning in your workplace.</p>



<p>There are many great career tracking tools available online. I highly recommend using one if you want to take your career to the next level.</p>



<h3 class="wp-block-heading"><strong>18. Schedule Regular Meetings With Peers</strong></h3>



<p>As a manager, one of the most important things you can do is stay connected with your peers.</p>



<p>By scheduling regular meetings with other managers, you can ask questions, brainstorm ideas, and collaborate on projects.</p>



<p>These connections will help you transition smoothly into your new role and set you up for success.</p>



<p>In addition, meeting with your peers can also provide a much-needed opportunity to relax and bond with other like-minded individuals.</p>



<p>So be sure to schedule some time for peer-to-peer meetings in your calendar. You won&#8217;t regret it!</p>



<h3 class="wp-block-heading"><strong>19. Schedule Regular Meetings With Senior Leaders</strong></h3>



<p>Great leaders are always learning, and one of the best ways to learn is to meet with upper management leaders inside and outside your company.</p>



<p>Connect with genuine, knowledgeable, and humble senior leaders willing to learn, listen, and teach.</p>



<p>Just because they&#8217;re senior leaders and you&#8217;re a manager doesn&#8217;t mean they know everything and that you don&#8217;t have anything to offer.</p>



<p>Schedule regular meetings with them to learn about their experiences, challenges, and successes.</p>



<p>You can also use these meetings to help them achieve their goals by offering your advice and collaboration.</p>



<h3 class="wp-block-heading"><strong>20. Sign Up For Relevant Courses Regularly</strong></h3>


<div class="wp-block-image">
<figure class="aligncenter size-full is-resized"><img decoding="async" src="https://katebernal.com/wp-content/uploads/2022/07/Sign-Up-For-Relevant-Courses-Regularly.png" alt="Sign Up For Relevant Courses Regularly" class="wp-image-427" style="width:600px;height:600px" width="600" height="600" srcset="https://katebernal.com/wp-content/uploads/2022/07/Sign-Up-For-Relevant-Courses-Regularly.png 800w, https://katebernal.com/wp-content/uploads/2022/07/Sign-Up-For-Relevant-Courses-Regularly-300x300.png 300w, https://katebernal.com/wp-content/uploads/2022/07/Sign-Up-For-Relevant-Courses-Regularly-150x150.png 150w, https://katebernal.com/wp-content/uploads/2022/07/Sign-Up-For-Relevant-Courses-Regularly-768x768.png 768w" sizes="(max-width: 600px) 100vw, 600px" /><figcaption class="wp-element-caption">Sign Up For Relevant Courses Regularly</figcaption></figure>
</div>


<p>One of the best things you can do to keep your career on track is to regularly sign up for job-relevant courses.</p>



<p>Not only will this help you stay up to date, but it will also give you the opportunity to learn new ideas and develop new skills.</p>



<p>In addition, managers can share what they&#8217;ve learned with their employees, and help them be more successful.&nbsp;</p>



<p>By taking courses on a regular basis, you can ensure that you are always ahead of the curve and able to provide your employees with the best possible leadership.</p>



<h3 class="wp-block-heading"><strong>21. Ask For Help</strong></h3>



<p>One common misconception is that managers should know everything and have the answers to all questions.</p>



<p>Managers should feel comfortable about asking for help and collaborating with their employees to resolve issues together.</p>



<p>While it is certainly important for managers to be well-informed, they cannot possibly know everything.</p>



<p>A good leader recognizes when it is time to delegate effectively and ask for help. This is an essential part of the management role.</p>



<h3 class="wp-block-heading"><strong>22. Check If There Is A Good Onboarding Process</strong></h3>



<p>I remember thinking that having an onboarding process for new employees was common sense and a given. I was wrong.</p>



<p>So, check if there&#8217;s a comprehensive onboarding process in place to welcome new hires to their new team.</p>



<p>The onboarding process should not only include an introduction to the company and its policies but also an overview of their new responsibilities and the team&#8217;s goals.</p>



<p>In addition, new employees should be given a chance to meet with their peers and stakeholders.</p>



<p>This is their time to ask questions and get to know everyone, which will provide them with a better understanding of their new job.</p>



<p>The last thing you want is for new hires to feel overwhelmed (and to lose them) because they were not provided with a strong foundation.</p>



<h3 class="wp-block-heading"><strong>23. Understand What Your Employees Are Struggling With</strong></h3>



<p>As a leader, your focus should be on the success of each individual contributor on your team.</p>



<p>They could be struggling with something in their personal life, their workload, useless or complicated processes or tools, difficult peers or stakeholders, etc.</p>



<p>All of these things can take a toll on employee engagement and productivity.</p>



<p>If you can identify the root cause of the problem, you can take steps to help them resolve it.</p>



<p>Part of your job is making sure your team understands processes and tools too.</p>



<p>This will improve their work performance and their morale, and engagement.</p>



<h3 class="wp-block-heading"><strong>24. Align With Your Boss On Your Goals</strong></h3>



<p>New leaders should make sure at least these three elements are covered when discussing goals with their boss:</p>



<ul class="wp-block-list">
<li>Your goals are aligned with the company&#8217;s objectives.</li>



<li>Your goals are captured in a tool or document.</li>



<li>Your manager gives you the green light to start working on specific tasks.</li>
</ul>



<p>After all, you want to make sure you&#8217;re working on specific tasks that will help contribute to the company&#8217;s success.</p>



<p>Having a growth mindset is also important when setting goals with your boss.</p>



<p>This means being open to feedback and willing to adjust your goals as needed based on positive and negative feedback from your boss or other stakeholders.</p>



<p>Ultimately, aligning with your boss on your goals will help ensure that everyone is working towards the same objectives and that you&#8217;re set up for success.</p>



<h3 class="wp-block-heading"><strong>25. Develop A Skills Matrix</strong></h3>



<p>A skills matrix is a fancy word to describe a tool or document used to improve your team&#8217;s performance and to identify their skill set and level of interest in a particular skill.</p>



<p>If your employees understand their strengths and areas of opportunity, they&#8217;ll know who to go to with questions and also keep in mind which skills they have to work on to develop.</p>



<p>This is a fantastic document you can use with stakeholders and each individual contributor in your team if you are a first-time manager.</p>



<h3 class="wp-block-heading"><strong>26. Align With Your Employees On The Tools To Communicate And Collaborate</strong></h3>



<p>As a new manager, one of your first tasks is to establish open lines of communication with your employees.</p>



<p>You need to let them know that you are available to answer their questions and address their concerns.</p>



<p>At the same time, you should provide employees with the information and tools they need to do their jobs effectively.</p>



<p>Companies usually have many different tools for the same purpose. So, make sure everyone in your team knows which software to use to communicate and collaborate.</p>



<h3 class="wp-block-heading"><strong>27. Don&#8217;t Assume, Ask</strong></h3>


<div class="wp-block-image">
<figure class="aligncenter size-full is-resized"><img loading="lazy" decoding="async" src="https://katebernal.com/wp-content/uploads/2022/07/Dont-Assume-Ask.png" alt="Don't assume, ask." class="wp-image-428" style="width:600px;height:600px" width="600" height="600" srcset="https://katebernal.com/wp-content/uploads/2022/07/Dont-Assume-Ask.png 800w, https://katebernal.com/wp-content/uploads/2022/07/Dont-Assume-Ask-300x300.png 300w, https://katebernal.com/wp-content/uploads/2022/07/Dont-Assume-Ask-150x150.png 150w, https://katebernal.com/wp-content/uploads/2022/07/Dont-Assume-Ask-768x768.png 768w" sizes="auto, (max-width: 600px) 100vw, 600px" /><figcaption class="wp-element-caption">Don&#8217;t assume, ask</figcaption></figure>
</div>


<p>The last point I want to make is regarding making assumptions.</p>



<p>Do not make assumptions about the way things are done or what is expected of you in your new job.</p>



<p>If you have any doubts, just ask your boss or a more experienced colleague. It is always better to be safe than sorry.</p>



<h2 class="wp-block-heading"><strong>What Advice Would You Give A New Manager?</strong></h2>



<p>First, remember that you&#8217;re now in a leadership position and you have to set an example.</p>



<p>Additionally, not only are you responsible for your own work, but you&#8217;re also responsible for ensuring that your employees are successful.</p>



<p>Finally, don&#8217;t be afraid to ask for help. If you&#8217;re feeling overwhelmed, reach out to your boss or HR for new manager training if necessary.</p>



<h2 class="wp-block-heading"><strong>Conclusion</strong></h2>



<p>Being a first-time manager can be a daunting task.</p>



<p>There is a lot of responsibility that comes with the position, and it is important to act with integrity and respect at all times.</p>



<p>Additionally, new managers need to be organized to meet deadlines.</p>



<p>If you&#8217;re feeling overwhelmed, don&#8217;t hesitate to ask for help from your boss or HR. There&#8217;s always new manager training you can benefit from.</p>



<p>You can also<a href="https://katebernal.com/contact" target="_blank" rel="noreferrer noopener"> reach out to me</a>, and I can help you feel confident about your new role as a new manager.</p>



<p>Start by following the tips above, and you can set yourself up for success as a first-time manager.</p>
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