The Together Leader - Maia Heyck-Merlin - E-Book

The Together Leader E-Book

Maia Heyck-Merlin

0,0
21,99 €

-100%
Sammeln Sie Punkte in unserem Gutscheinprogramm und kaufen Sie E-Books und Hörbücher mit bis zu 100% Rabatt.
Mehr erfahren.
Beschreibung

Streamline your workflow and bring your vision to life The Together Leader is a practical handbook for the busy mission-driven leader. With an emphasis on time management, the book provides all of the tools, templates, and checklists necessary for leaders to stay organized and keep on top their responsibilities. Maia Heyck-Merlin describes step-by-step a set of habits and systems that help leaders to keep everything running smoothly and, most importantly, achieve their mission-driven goals. By learning how to plan for the predictable, leaders can face the unexpected head-on, going off-plan while keeping their eye on the objective. Education leaders will learn how to prioritize quickly and efficiently, and gain access to hands-on tools that take the turbulence out of their days, allowing them to truly become a Together Leader. Mission-driven leaders are often required to multi-task; it's part of the job. This book gives leaders the tools and information they need to streamline their workflow, to take the day one task at a time without sacrificing productivity. The book includes lessons on how to: * Prioritize effectively and work efficiently * Get organized and stay prepared no matter what * Manage time, staff, and resources * Develop the habits of an effective leader A leader's time is valuable, as is that of their staff. There's no room for waste. The Together Leader prepares leaders to truly lead their teams, with the tools and strategies that make real, effective mission-driven leadership possible.

Sie lesen das E-Book in den Legimi-Apps auf:

Android
iOS
von Legimi
zertifizierten E-Readern

Seitenzahl: 583

Veröffentlichungsjahr: 2016

Bewertungen
0,0
0
0
0
0
0
Mehr Informationen
Mehr Informationen
Legimi prüft nicht, ob Rezensionen von Nutzern stammen, die den betreffenden Titel tatsächlich gekauft oder gelesen/gehört haben. Wir entfernen aber gefälschte Rezensionen.



Table of Contents

Praise for The Together Leader

Title Page

Praise for The Together Leader

Dedication

Acknowledgments

Contents | Website Resources

Section 1: Set the Stage

Chapter 1: Leading in a Mission-Driven Context

What Do You Mean by

Mission-Driven Work

?

What Do You Mean by

Togetherness

, Anyway?

Why Togetherness Matters Even More in Your Context

My Own Togetherness Journey

Why This Book Is Different

How This Book Is Organized

How Each Chapter Is Organized

How to Use This Book

Notes on Terminology and Methodology

Togetherness Is a Means to an End

Chapter 2: Take Stock: Assess Your Togetherness Level

Overview and Objectives

Togetherness Levels

The Tools You Need

Reader Quiz: Togetherness Tools

Routines Rule

Mind-Sets Matter (More Than Anything)

Build the Habit

Don't Go on an Organizational Binge

Let's Jump In

Section 2: Get Clear on Your Purpose

Chapter 3: Set Goals: Define the Direction

Seen and Heard

Overview and Objectives

How Do I Set Yearly Goals?

How Do I Set Quantitative Goals?

Create a Time Line for Goal Setting—and Put Someone in Charge

Reviewing Goal Progress

Start Strong

Chapter 4: Break Down the Goals: Create a Priority Plan

Seen and Heard

Overview and Objectives

Jen's Priority Plan

Kari's Priority Plan

How Big or How Small—Are These Giant Leaps or Baby Steps?

The Routine

Getting a Team Onboard

My Priority Plan Isn't Working for Me

Start Strong

Chapter 5: Align Your Meetings: Make a Meeting Matrix

Seen and Heard

Overview and Objectives

The Model

Build Your Own

The Mechanics of a Regular One-on-One Meeting

Nailing the Content

The Routine

Meeting Follow-Up

A Long-Term View

Start Strong

Section 3: Get Yourself Together

Chapter 6: Get Macro: Design a Comprehensive Calendar

Seen and Heard

Overview and Objectives

Create Your Comprehensive Calendar

Articulate Your Priorities

Sketch an Ideal Week

Impose the Ideal Week onto Your Digital Calendar

Let's Get Consolidated

Zoom Out to View a Year

Start Strong

Chapter 7: Strategic Procrastination: Design a Later List

Seen and Heard

Overview and Objectives

The Model

Build Your Own

The Routine

Start Strong

Chapter 8: Reconcile Your Time and To-Dos: Create Your Weekly Plan

Seen and Heard

Overview and Objectives

The Model

Task-Driven, Time-Driven, or Blended?

Build Your Own

Little Things Make a Difference

Some Other Sneaky Calendar Tricks

But, Maia, What about Things That Just Come Up?

Keep It Alive: The Routine

Start Strong

Chapter 9: Keep It Together: Routines and Checklists

Seen and Heard

Overview and Objectives

Weekly Routines: Clean Up and Look Ahead

Ensuring Weird Weeks Don't Take You by Surprise

Monthly or Quarterly Practices

Other Useful Checklists

Need a Few Trackers?

Start Strong

Chapter 10: Hold That Thought: Save It for Later!

Seen and Heard

Overview and Objectives

The Model

Build Your Own

The Routine

Start Strong

Section 4: Get Your Team and Organization Together

Chapter 11: Keep E-mail in Its Place

Seen and Heard

Overview and Objectives

Conduct an E-mail Audit

Get Your In-box Set Up for Success

Write Clearly and Efficiently

Process Efficiently

Creating Routines: When Do You Check Your E-mail?

Managing Communications as an Organization

Start Strong

Chapter 12: Project Design, Planning, and Communication: More Than Just Spreadsheets!

Seen and Heard

Overview and Objectives

Set the Stage

Detour: Don't Forget to Merge with your Personal Organization System!

Start Strong

Chapter 13: Become a Dynamic Duo: Maximize Your Assistant

Seen and Heard

Overview and Objectives

Evaluate Your Current Relationship

Hire the Right Person

Train Your Assistant Well

Use Your Assistant to Manage More Than Your Scheduling

Leader and Assistant Communication Structures

Start Strong

Section 5: Put It All Together

Chapter 14: Keep Track of Stuff, Space, and Knowledge

Seen and Heard

Overview and Objectives

Deal with Your Own Stuff

Make the Most of Shared Office Space

Track the Inventory

Manage the Knowledge

Start Strong

Chapter 15: Create a Culture of Togetherness

Seen and Heard

Overview and Objectives

Define Togetherness in Your Organization

Select the Right People

Showcase and Model Togetherness at the Onset

Create an Onboarding Overview

Up and Running: Observe and Coach

How to Observe Togetherness

Maintaining Togetherness in Your Organization

Agreeing on Standard Together Team Tools

Start Strong

Chapter 16: Conclusion: Keep It All Together

Seen and Heard

Overview and Objectives

Remember the Why

What to Tackle First

Explaining Yourself to Others

What Happens When You Fall Off

Transferring Togetherness to the Home Front

Why the World Needs Together Leaders

Bibliography

Index

How to Access the Website Resources

About the Author

End User License Agreement

Pages

xiii

xiv

xv

xvii

xviii

xix

xx

xxi

xxii

1

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

29

30

31

32

33

34

35

37

38

39

41

42

43

44

45

46

47

48

49

50

51

52

53

54

55

56

57

58

59

60

63

64

65

66

67

68

69

70

71

72

73

74

75

76

77

78

79

80

81

82

83

84

85

86

87

88

89

90

91

93

94

95

96

97

98

99

100

102

103

104

105

106

107

108

109

110

111

113

114

115

116

117

118

119

120

121

122

123

124

125

126

127

129

131

132

133

134

135

136

137

138

139

140

141

142

143

144

145

146

147

148

149

151

152

153

154

155

156

157

158

159

160

161

162

163

164

165

166

167

169

170

171

172

173

174

175

177

178

179

180

181

182

183

184

185

186

187

188

189

190

191

193

194

195

196

197

198

199

200

201

202

203

204

205

206

207

209

210

211

212

213

214

215

216

217

219

220

221

222

223

224

225

226

227

228

229

230

231

232

233

234

235

236

237

238

239

240

241

242

243

244

245

246

247

248

249

250

251

252

253

254

255

257

258

259

260

261

262

263

264

265

266

267

268

269

270

271

272

273

274

275

276

277

278

279

281

282

283

284

285

286

287

288

289

290

291

292

293

294

295

296

297

298

299

300

301

302

304

305

306

307

309

310

311

312

313

314

315

316

317

318

319

320

321

322

323

324

325

326

327

328

329

330

331

332

333

334

335

336

337

338

339

340

341

342

343

344

345

346

347

348

349

350

352

353

354

355

356

357

358

359

361

362

363

365

367

368

369

370

371

372

373

374

375

376

377

378

379

380

381

382

383

384

385

386

387

388

389

390

391

392

393

394

395

396

397

398

399

400

401

402

403

404

405

406

407

408

409

410

411

412

413

414

415

416

417

418

419

421

422

423

424

425

426

427

428

429

430

431

432

433

434

435

436

437

439

441

Guide

Cover

Table of Contents

Begin Reading

List of Illustrations

Chapter 2: Take Stock: Assess Your Togetherness Level

Figure 2.1 Togetherness Spectrum

Figure 2.2 The Togetherness Tools

Chapter 3: Set Goals: Define the Direction

Figure 3.1 The Togetherness Tools

Figure 3.2 Ewing Marion Kauffman School Goals

Figure 3.3 YES Prep Presentation Slide

Figure 3.4 YES Prep Presentation Slide

Figure 3.5 ANet Goal-Setting Dashboard

Figure 3.6 ANet's State of the Organization Agenda

Figure 3.7 Rocketship Education Annual Planning Process and Time Line

Figure 3.8 Rocketship Education Annual Planning Kick-Off Agenda

Figure 3.9 ANet's Quarterly Step-Back Agenda

Figure 3.10 YES Prep's State of the School

Figure 3.11 YES Prep's Student Achievement

Figure 3.12 YES Prep's Staff Reflection

Figure 3.13 TPSD Operations Goal-Review Spreadsheet

Figure 3.14 Talent Development by Individual

Figure 3.15 Talent Development by Title

Figure 3.16 School Leadership Roles Chart

Figure 3.17 YES Prep's Roles and Responsibilities

Figure 3.18 “Big Rock” Calendar

Figure 3.19 Collegiate Academies' Scorecard

Figure 3.20 Mission and Goals

Figure 3.21 Aligned Language

Figure 3.22 Flowchart

Figure 3.23 Objectives

Figure 3.24 Guardrails

Figure 3.25 Three-Year Priority Map Template

Figure 3.26 Individual Goals

Figure 3.27 Overall Goals Road Map

Chapter 4: Break Down the Goals: Create a Priority Plan

Figure 4.1 The Togetherness Tools

Figure 4.2 Priority Plan Template 1

Figure 4.3 Priority Plan Template 2

Figure 4.4 Jen's Priority Plan

Figure 4.5 Kari's Yearly Goals

Figure 4.6 Kari's Priority Plan

Figure 4.7 Priorities for Direct Reports

Figure 4.8 Brian's Priority Plan

Figure 4.9 Decision-Making Criteria

Figure 4.10 Categories of Involvement

Chapter 5: Align Your Meetings: Make a Meeting Matrix

Figure 5.1 The Togetherness Tools

Figure 5.2 Meeting Matrix Template

Figure 5.3 Sally's Meeting Matrix

Figure 5.4 Melissa's Meeting Matrix

Figure 5.5 Melissa's One-on-One Agenda

Figure 5.6 Melissa and Keely One-on-One Agenda

Figure 5.7 Sharon's Team Meeting Agenda

Figure 5.8 YES Prep Meeting Agenda

Figure 5.9 Melissa and Maia's Meeting Invite

Figure 5.10 Kendra and Maia's Meeting Invite

Figure 5.11 Meeting Scope and Sequence Blank Template

Figure 5.12 Corey's Meeting Scope and Sequence

Chapter 6: Get Macro: Design a Comprehensive Calendar

Figure 6.1 The Togetherness Tools

Figure 6.2 Comprehensive Calendar Process

Figure 6.3 Comprehensive Calendar Process

Figure 6.4 Hannah's Ideal Week Blank Template

Figure 6.5 Hannah's Ideal Week with Macro Time Blocks

Figure 6.6 Hannah's Ideal Week with Meetings

Figure 6.7 Hannah's Ideal Week

Figure 6.8 Comprehensive Calendar Process

Figure 6.9 Hannah's Weekly Comprehensive Calendar

Figure 6.10 Hannah's Monthly Calendar: View 1

Figure 6.11 Hannah's Monthly Calendar: View 2

Figure 6.12 Hannah's Monthly Calendar: View 3

Chapter 7: Strategic Procrastination: Design a Later List

Figure 7.1 Johanna's October Later List

Figure 7.2 The Togetherness Tools

Figure 7.3 Later List Template

Figure 7.4 Steve's Later List

Figure 7.5 Heather's Later List

Figure 7.6 Heather's Later List Filtered for Book Tasks

Figure 7.7 Heather's Planned Priority Blocks in her Comprehensive Calendar

Figure 7.8 Johanna's Later List

Figure 7.9 Ashley's Combo Later List and Priority Plan

Figure 7.10 Build Your Later List

Figure 7.11 Indrina's To-Do List

Figure 7.12 Indrina's Work Blocks

Chapter 8: Reconcile Your Time and To-Dos: Create Your Weekly Plan

Figure 8.1 The Togetherness Tools

Figure 8.2 Weekly Worksheet Template

Figure 8.3 Daily Worksheets in Outlook and Google

Figure 8.4 Dave's Weekly Worksheet

Figure 8.5 CC + LL = WW

Figure 8.6 Lo's Weekly Worksheet: Before

Figure 8.7 Lo's Weekly Worksheet: After

Figure 8.8 Roslyn's Daily Worksheet

Figure 8.9 Mark's Weekly Worksheet

Figure 8.10 Molly's Train Ride Tasks

Figure 8.11 Build Your Own Weekly Worksheet

Figure 8.12 Mark's Calendared Travel Time

Figure 8.13 Beast Mode Flag

Chapter 9: Keep It Together: Routines and Checklists

Figure 9.1 Reshma's Daily Routine

Figure 9.2 Riley's Daily Closing Routine

Figure 9.3 Max's Self Meeting

Figure 9.4 Diana's Weekly Self-Meeting Checklist

Figure 9.5 Max's E-mail Availability Preview

Figure 9.6 Ron's Meeting with Myself Agenda

Figure 9.7 Reshma's Monthly Routine

Figure 9.8 Maia's Packing List

Figure 9.9 Indrina's Board Meeting Prep Checklist

Figure 9.10 Denise's Christmas Countdown Checklist

Figure 9.11 Chris's Evaluation Tracker

Figure 9.12 Chris's Follow-Up List

Chapter 10: Hold That Thought: Save It for Later!

Figure 10.1 The Togetherness Tools

Figure 10.2 Thought Catcher Template

Figure 10.3 Mekia's Thought Catcher 1

Figure 10.4 Mekia's Thought Catcher 2

Figure 10.5 Athena's Thought Catchers

Figure 10.6 Johanna's Thought Catcher

Figure 10.7 Ron's Clipboard

Figure 10.8 Ron's Thought Catcher

Figure 10.9 Ron's Later List

Chapter 11: Keep E-mail in Its Place

Figure 11.1 Jon's Auto Response

Figure 11.2 Jesse's In-box, the Before Version

Figure 11.3 Jesse's In-box, the After Version

Figure 11.4 MATCH Community Day Communication Expectations

Figure 11.5 Education Pioneers Communication Norms

Chapter 12: Project Design, Planning, and Communication: More Than Just Spreadsheets!

Figure 12.1 The Togetherness Tools

Figure 12.2 Project Management Steps

Figure 12.3 Kate's Project Statement

Figure 12.4 Kate's Roles Overview

Figure 12.5 Kate's Residential Ops Lead Job Description

Figure 12.6 Kate's Project Summary

Figure 12.7 Kate's Team's List of Questions

Figure 12.8 Kate's Project Assignment Sheet

Figure 12.9 Kate's Project Time Line

Figure 12.10 Kate's Debrief Agenda

Figure 12.11 Kate's Debrief Meeting Materials: Excerpt 1

Figure 12.12 Kate's Debrief Meeting Materials: Excerpt 2

Chapter 13: Become a Dynamic Duo: Maximize Your Assistant

Figure 13.1 Collegiate Academies' Assistant Job Description Part 1

Figure 13.2 Collegiate Academies' Assistant Job Description Part 2

Figure 13.3 Assistant Prioritization Activity

Figure 13.4 Mila's Response for Prioritization Activity

Figure 13.5 Mila's Onboarding What You Will Learn

Figure 13.6 Mila's Month-to-Month Responsibilities

Figure 13.7 Mila's Immediate Independent Work

Figure 13.8 Workshop Calendar Entry for Aspire

Figure 13.9 Maggie's Calendar Scrub Checklist

Figure 13.10 Weekly Summary

Figure 13.11 Maia's Pending Meeting Tracker

Figure 13.12 Sarah's Daily E-mail

Figure 13.13 Erica's Daily Check-In Tracker

Figure 13.14 Mark and Michelle's Check-In Agenda

Figure 13.15 Mila's Weekly Priorities E-mail

Figure 13.16 Mila and Maia's Monthly Step Back

Figure 13.17 Katie and Elissa's Briefings Folder

Figure 13.18 Elissa's Notes for Katie

Figure 13.19 Harris's Management Memo

Figure 13.20 Harris's Buckets of Responsibility

Figure 13.21 Harris's Meeting Matrix

Figure 13.22 Harris's Deep-Dive Topics

Figure 13.23 Harris's Required Reference Documents

Chapter 14: Keep Track of Stuff, Space, and Knowledge

Figure 14.1 Sharon Uses These Vertical Standing Folders to Catch Papers on Current Projects That She Wants to Have Readily Available

Figure 14.2 Sharon's Reference Wall of Important Schedules and Other Key Information

Figure 14.3 Sarah Maintains Clearly Labeled Reference Materials— Binders of Past Projects If You

Must

Keep Hard Copies (but Consider a Binder Purge or a Scanning Party!)

Figure 14.4 Sarah Keeps Pens, Markers, Pencils, Scissors, and Supplies Handy

Figure 14.5 Extra Bonus for Clearly Labeling Your Stuff Similar to How Sarah Does

Figure 14.6 Sample Outlook Contact from a Business Card

Figure 14.7 Emily's High-Level Folders

Figure 14.8 Emily's Subfolders

Figure 14.9 Mary Clare's File Names

Figure 14.10 Beast Mode Signs

Figure 14.11 Door Signs

Figure 14.12 AF Kitchenette Agreements

Figure 14.13 AF Copy Center Agreements

Figure 14.14 TFA Conference Room Signs

Figure 14.15 TFA Conference Room Signs

Figure 14.16 Coffee Read

Figure 14.17 Knowledge Base

Figure 14.18 Client Inquiry

Figure 14.19 Communications Team Project Status

Figure 14.20 Animal Employees

Chapter 15: Create a Culture of Togetherness

Figure 15.1 TNTP's Strategic Prioritization Definition

Figure 15.2 VP-Level Definition of Strategic Prioritization

Figure 15.3 RGSE Leveled Rubric

Figure 15.4 RGSE Rubric: Level C

Figure 15.5 Joe's Onboarding Plan of Suggested Priorities

Figure 15.6 Tuba Time Sign

Chapter 16: Conclusion: Keep It All Together

Figure 16.1 Balanced! Effective!

List of Tables

Chapter 2: Take Stock: Assess Your Togetherness Level

Table 2.1 Togetherness Assessment: Section 1

Table 2.2 Togetherness Assessment: Section 2

Table 2.3 Togetherness Assessment: Section 3

Table 2.4 Routines Rule Assessment

Table 2.5 Mind-Sets Matter Assessment

Table 2.6 Togetherness Timeline

Chapter 3: Set Goals: Define the Direction

Table 3.1 YES Prep School Director High-Impact Responsibilities (HIRs)

Chapter 4: Break Down the Goals: Create a Priority Plan

Table 4.1 Sample Key Actions

Table 4.2 Key Actions Spread across Three Months

Table 4.3 Key Actions with Operations Director Added In

Table 4.4 Kari's Intro to Priority Plans Team Meeting Agenda

Table 4.5 Shannon's Team's Google Doc of Projects

Chapter 5: Align Your Meetings: Make a Meeting Matrix

Table 5.1 Melissa's Meeting Expectations

Table 5.2 Talent Mansion Short-Term Next-Step Tracker

Table 5.3 Amy's Meeting Scope and Sequence

Chapter 6: Get Macro: Design a Comprehensive Calendar

Table 6.1 Time Needed for Priorities

Chapter 8: Reconcile Your Time and To-Dos: Create Your Weekly Plan

Table 8.1 How to Select the Right Weekly Worksheet

Table 8.2 Common Internal Time Crushers

Table 8.3 Common External Time Crushers

Table 8.4 Hannah's Crusher Tracker

Chapter 10: Hold That Thought: Save It for Later!

Table 10.1 Thought Catchers Quiz Answers

Chapter 11: Keep E-mail in Its Place

Table 11.1 E-mail Audit Agenda

Table 11.2 Trash, Process, Folder

Chapter 12: Project Design, Planning, and Communication: More Than Just Spreadsheets!

Table 12.1 Kate's MOCHA Model

Table 12.2 Job Description Planning

Table 12.3 Kate's Kick-Off Agenda

Table 12.4 Example Work Stream Map

Table 12.5 Kate's Project Time Line

Table 12.6 Kate's Project Meeting Agenda

Chapter 13: Become a Dynamic Duo: Maximize Your Assistant

Table 13.1 Assistant and Manager Quiz

Table 13.2 Manager Preferences Interview—Level 1: Master the Mechanics

Table 13.3 Manager Preferences Interview—Level 2: Manage Your Energy and Tasks

Table 13.4 Manager Preferences Interview—Level 3: Manage Your Plans and Priorities

Table 13.5 Our Communication Plan

Chapter 15: Create a Culture of Togetherness

Table 15.1 Interviewing for Togetherness

Table 15.2 Steps to Get Your Team Back on Track

Chapter 16: Conclusion: Keep It All Together

Table 16.1 Where to Start

Praise for The Together Leader

“We've all seen the most earnest, well-intentioned leaders miss the mark because they lack an airtight plan to get their most mission-critical work done. The Together Leader provides a clear, groundbreaking roadmap for maximizing systems, structures, people, and most all of, leaders themselves, in order to yield excellent results. This book is as useful for a not ‘together’ novice, as it is for a high-functioning leader with undiscovered blind spots to fine tune. I'm not exaggerating when I say that regardless of where you are in your leadership journey, Maia's book will change your life.”—Paula White, executive director, Regional Achievement Centers, New Jersey Department of Education

“Maia Heyck-Merlin has proven her ability, on so many stages, to help teachers reach their goals on student development, time management, and personal balance. And now, with The Together Leader, she is inviting leaders to join the movement. This book pairs practical advice with compelling anecdotes to help mission-driven leaders revolutionize the way they do business, and the way their organizations reach their ambitious goals.”—Emily McCann, president, Citizen Schools

“No one on the planet is better qualified to write about ‘togetherness’ than Maia Heyck-Merlin. Her book is a gift to mission-driven leaders who want to be more effective, more reliable, more productive—in other words, who want to have a bigger impact on the world. It is filled with easy-to-use, concrete, practical tools and advice, and on top of that it is a joy to read. I love this book!”—Jerry Hauser, chief executive officer, The Management Center

“As someone who has clung to her copy of The Together Teacher, The Together Leader is a welcome addition to my professional library. In The Together Leader, Maia reminds us that mission-driven work is done in service of the greater good, and that the mission-driven leader needs a strong foundation of organizational support to effectively reach that goal. The Together Leader enables leaders to create that foundation of organizational support within their team. I'm grateful to Maia for helping my team establish ‘togetherness,’ as it has aided our ability to work in service of students with disabilities, their families, and the schools that serve them.”—Christina Foti, chief executive director, Special Education Office–Division of Specialized Instruction and Student, New York City Department of Education

“There's not a mission-focused leader out there who wouldn't benefit from reading this book. Whether you are trying to change the world on a shoestring or leading from within a major institution, The Together Leader delivers the comprehensive customizable set of tools you need to manage your time and that of others for maximum impact and minimum burnout.”—Alex Johnston, founder and president, Impact for Education

“The Together Leader is the real deal for leaders and leadership teams who want concrete tools to help manage their time and for execute their priorities in our age of information overload. The tools and techniques outlined in this book will bring clarity and organization to anyone who uses them. It will be a tune-up for some and a lifesaver for many.”—Jay Altman, chief executive officer, FirstLine Schools

“Maia is uniquely qualified to support educators in this critical arena. Her framework has benefited our staff tremendously in separating the urgent from the merely important, focusing our time and energy on what matters most.”—Paymon Rouhanifard, superintendent, Camden City School District

“With clarity and compassion, Maia delivers strong advice on being a ‘together’ leader in the mission-driven workplace. Filled with smart storytelling, clear examples, and actionable steps, The Together Leader, is a must-read for anyone in the nonprofit sector.”—Elisa Villanueva Beard, chief executive officer, Teach for America

“Maia tells it like it is—leading a school or team requires a level of ‘togetherness’ and ‘with-it-ness’ that is just never taught. Leaders are too often overwhelmed or even blindsided by the daily demands of their jobs. Maia provides the mindset and tools necessary for leaders to prioritize, plan, and protect their time. Her approach has helped hundreds of our team members—they will help you as well.”—Dave Levin, cofounder, KIPP: Knowledge is Power Program

“The Together Leader has helped me maximize my time as a leader. Not only do I have more time dedicated to supporting my team, I have developed the systems necessary to think both short and long term, review critical plans with care, and make better decisions on behalf of the children I serve. Maia's tips on organization have helped me become a better leader.”—Jennifer Cheatham, superintendent of schools, Madison Metropolitan School District

“You can have all the vision, dedication, and talented team members in the world, but if you can't organize yourself as a leader, you can't possibly reach maximum impact. Using the techniques Maia describes in this must-read book, hundreds of Leading Educators' teacher leaders have improved their team management abilities. The payoff of their ‘togetherness’: increased student learning and opportunity in life.”—Jonas Chartock, chief executive officer, Leading Educators

“As nonprofit leaders we must do the work that matters most. Trouble is, precious time can get swallowed up by out-of-control inboxes, endless meetings, and urgent requests. To keep important work on track, The Together Leader gives leaders the practices and tools to connect the big picture with their daily work. Our Education Pioneers team regularly uses Maia's teachings and trainings because we believe strongly in their effectiveness to drive mission-critical work forward.”—Scott Morgan, founder & chief executive officer, Education Pioneers

“What Maia did for teachers in The Together Teacher, she has now done for leaders. As our best teachers transition into leadership roles, their lives change in ways that require new levels of ‘togetherness’—they have to be responsive, mobile, and reliable without the comfort of their own classroom or a predetermined schedule. Her practical, bite-sized, applicable tools and techniques are the difference between surviving and thriving as a school leader. This book goes well beyond time management. It helps leaders successfully ensure that ‘the right things are done by the right people at the right times’ so they can spend their time doing what matters most – helping teachers and students be successful.”—Gail McGee, career pathways senior manager, Houston Independent School District

“The Together Leader is an invaluable resource for our organization in helping individuals and teams align and maximize their time in service of schools. Whether it's the weekly worksheet or the long-term comprehensive calendar, our teammates rave about Maia's resources—they're practical, timely, and can be put to use right away. Personally, I've learned an immense amount from Maia on how to maximize my own time to best benefit my organization. I know leaders everywhere will put the practices in this book to use for themselves and for their organizations.”—John Maycock, cofounder and president, The Achievement Network

“The Together Leader provides incredibly useful strategies that empower leaders to manage their priorities more effectively. We use Maia's strategies and guidance in leadership teams across our network to ensure that our leaders are executing our vision in the most skillful and strategic ways.”—Katie Severn, president & chief academic officer, DC Prep

“The ideas and systems Maia provides are practical yet life-changing. She understands the unique demands of mission-driven leadership. This book provides the tools necessary to tackle challenges head on. By reflecting on and implementing these thoughtful strategies, leaders are guaranteed to save time and energy, enacting a strategy this is sustainable and that allows them to retain their passion for leading in the long-term!”—Amanda Delabar, principal, Tubman Elementary, DC Public Schools

“Empowering…Tool agnostic…Balanced… Maia is more than just a great presenter and a treasure trove of tools. She empowers leaders to meet their professional goals by balancing their personal priorities in ways that are smart and sustainable. Readers will be empowered by Maia's practical insight on how to create effective systems that any leader can replicate and apply to their daily practice. The Together Leader is essential for central office leaders, principals, assistant principals, aspiring leaders, and principal supervisors, instructing them on how best to protect their time both personally and professionally.”—Michele Mason, executive director, Leadership Development, Charlotte-Mecklenburg Schools

THE TOGETHER LEADER

Get Organized for Your Success—and Sanity!

Maia Heyck-Merlin

 

Copyright © 2016 by Maia Heyck-Merlin. All rights reserved.

Published by Jossey-Bass

A Wiley Brand

One Montgomery Street, Suite 1000, San Francisco, CA 94104-4594— www.josseybass.com

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600, or on the Web at www.copyright.com. Requests to the publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at www.wiley.com/go/permissions.

Permission is given for individual classroom teachers to reproduce the pages and illustrations for classroom use. Reproduction of these materials for an entire school system is strictly forbidden.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. Readers should be aware that Internet Web sites offered as citations and/or sources for further information may have changed or disappeared between the time this was written and when it is read.

Jossey-Bass books and products are available through most bookstores. To contact Jossey-Bass directly call our Customer Care Department within the U.S. at 800-956-7739, outside the U.S. at 317-572-3986, or fax 317-572-4002.

Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. This material may be found on the author's website, www.thetogethergroup.com. For more information about Wiley products, visit www.wiley.com.

Library of Congress Cataloging-in-Publication Data

978-1-118-98752-0 Paperback

978-1-118-98753-7 ePub

978-1-118-98754-4 ePDF

Cover Design: Wiley

To Doug McCurry and Dacia Toll, who modeled the entire leadership package and enabled this book to happen

Acknowledgments

The Together Leader was a long time coming. And it would never have arrived without a ton of support. I certainly didn't invent the To-Do List, but I have been inspired and encouraged by many to share my own unique approach to Togetherness. Two Together and rapidly growing non-profits, Teach For America and Achievement First, collectively employed me for over a decade and let me observe, experiment and eventually train widely across both organizations while I was technically doing “other jobs.” So many people have invited me deep into their organizations, their schools, and even their homes to allow me to paint a rich picture of Together Leaders. And because of all of those observations, I've been able to curate and narrate effective practices back to you.

To the thousands of Together Leader workshop and webinar participants: thank you for sharing your stories, results, and passion. Every time I deliver a workshop, I'm reminded why we need so many more mission-driven leaders fighting the good fight. I'm especially grateful to organizations that have welcomed me in to share so much about their people and practices: The Achievement Network, TNTP, KIPP, the Relay Graduate School of Education, YES Prep, Achievement First, The Ewing Marion Kauffman School, Teach For America, Citizen Schools, and more. There are countless other organizations mentioned within the book, but the ones listed here tolerated my e-mails, visits, questions, and more over countless years. And a huge thank-you to the leaders I've coached who agreed to open the doors and share their tools, mind-sets, and routines throughout this text. There are too many of you to list individually but just know I have a spreadsheet and I'm thanking you all profusely. You've dealt with my requests for interviews, requests for documents, and requests for more interviews with grace and enthusiasm.

There are many pioneering authors on the topics of priorities, habits, rituals, energy, and productivity. To Tony Schwartz, Brigid Schulte, Tom Rath, Steven Covey, David Allen, David Levitan, and Laura Vanderkam: thank you for setting the stage, going first, doing the hefty research, and helping me apply your concepts to my particular sector.

I'm so grateful to those who have been brave (or unfortunate) enough to lead me: Antoinette Bienemy and Jim Geiser, my two principals; Jerry Hauser, Nicole Baker Fulgham, and Jeff Wetzler, my managers at Teach For America; Dacia Toll and Doug McCurry, my co-bosses at Achievement First. Thanks for consistently modeling why a leader needs to be Together.

Norman Atkins, Dan Konecky, Aaron Suffrin, the whole Relay GSE team, Jay Altman, and Mike Goldstein have always championed my work and served as wise mentors. I'm grateful to a team of professional supports, including Rusty Shelton and the entire team at Shelton Interactive, Lee Kirby, Nicole Garner, and Lee Weiner. We have been together for a long time now, and I'm grateful for your various areas of content expertise. Kate Gagnon and her wonderful team at Jossey-Bass supported this project from the very start. They joined me at workshops, refined the table of contents, ensured every ounce of text flowed smoothly and every image printed clearly.

Many people donated their most precious resource (their time) to read entire copies of this book. Allie Rogovin, you are the epitome of a Together Leader. Thank you for being my first cold reader. Trusted advisors Scott McCue, Randall Lahann, Kim Marshall, and Giselle Wagner brought their collective decades of leadership experience to offer wise feedback in the book's earliest stages. Genna Weinstein and Kate McCabe: thank you for serving as such trusted thought partners and consistently replying to my spazzy text messages. I also want to thank Kate Berger, Shawn Mangar, Erica Williamson, Chris Hines, Ron Gubitz, Emily Stainer, Maggie Goldstein, Sean Precious, and Amanda Cahn for being ever-available on the bat-phone; fellow author Elena Aguilar for being a source of practical advice and constant cheerleading in the home stretch; and many thanks to the countless others, too many to name, who gave input on the initial table of contents.

A big thanks to Shelby Lee Keefer and Evan Jenkins, who functioned as my work best friends while in graduate school and looking for acting work on Broadway, respectively, for handling social media, travel booking, and myriad other thankless tasks that kept us moving. A deep shout-out of gratitude goes out to Kendra Rowe Salas and her rotating cast of actors (including, occasionally, her husband!), who seamlessly handle every back-office part of my work, from project management to inventory to website to newsletters to accounting. Kendra, this book would not be possible without you doing so much to free up my brain to think and write. To Meghan Pierce, book production coordinator, researcher, fact checker, art logger, recipe sharer extraordinaire: thank you for handling my creativity with such flexibility and encouragement. You can make a spreadsheet, spot an inconsistency, and find a million solutions like no other. And to Marin Smith, my dear friend and colleague of almost a decade: thank you for your editorial support. You bring more of my voice to my stuff than even I do sometimes! And last, to Josh Lowitz, my pretend boss: here's to another five years.

I'm eternally grateful to have a strong group of people who support my home life, especially my dear girlfriends who don't mind late-night phone calls when I return from airports, provide vacation memos with meal plans, and potluck planning documents. And WoMos: thanks for all the gold stars over the past few years. You keep me going. Daysi Espinoza takes wonderful care of my children, especially when I'm on the road for multiple days at a time. My husband, Jack Levner, tolerates my musings, reflections, and practice sessions—and maintains a strong commitment to our family Google Calendar. Last but never least, thank you to my kids, Ada and Reed, who know how to put their shoes away in cubbies and can read calendars already. I see a Together Student on the horizon…

Contents | Website Resources

For downloadable tools, templates, samples, and other useful items please visit HYPERLINK

http://www.wiley.com/go/togetherleader

. You'll find simple instructions on how to create an account in the back of the book, “How to Access Website Resources.”

All Chapters

Reader Reflection Guide (Reflection Questions + Reader Quizzes)

Additional Resources and Helpful Links

Chapter 3: Set Goals: Define the Direction

Ewing Marion Kauffman School Goals

YES Prep Houston's Goals Powerpoint

ANet's Goal-Setting Dashboard

ANet's State of the Organization Agenda

Rocketship's Annual Planning Process & Time line

Rocketship's Annual Planning Kickoff Agenda

ANet's Quarterly Stepback Agenda

YES Prep Houston's State of the School

TPSD Ops Goal Review Spreadsheet

Talent Development Team Responsibilities

Diana A's School Leadership Roles Chart

YES Prep Houston's Role & Responsibilities

Team Ops Big Rocks Calendar

CANO Scorecard

YES Prep Houston's School Director HIRs

Chapter 3: Set Goals: Define the Direction

KIPP Austin's Goal-Setting Process

Chapter 4: Break Down the Goals: Create a Priority Plan

Priority Plan Templates

Jen S's Priority Plan

Kari T's Goals, Actions & Priority Plan

Brian J's Priority Plan

Kari T's Priority Plan Meeting Agenda

See It In Action: Wrist, Elbow, and Shoulder

Shannon D's Google Doc of Projects

Shannon D's Categories of Involvement

Chapter 5: Align Your Meetings: Make a Meeting Matrix

Meeting Matrix Template

Sally H's Meeting Matrix

Melissa R's Meeting Matrix

Melissa R's 1-1 Agenda

Sharon J's Team Meeting Agenda

YES Prep's Meeting Agenda

Melissa R's Meeting Expectations

Maia's Meeting Invites

Next Steps Tracker Template

Documenting Decisions Template

Meeting Scope & Sequence Template

Amy C's Meeting Scope & Sequence

Corey C's Meeting Scope & Sequence

Chapter 6: Get Macro: Design a Comprehensive Calendar

Hannah L's Ideal Week

Hannah L's Weekly Comprehensive Calendar

Hannah L's Monthly Calendar

Directions for Synchronizing Digital Calendars

Ideal Week Template

Chapter 7: Strategic Procrastination: Design a Later List

Later List Templates

Johanna P's Later List

Steve H-R's Later List

Heather P's Later List

Ashley M's Later List & Priority Plan

Common Challenge: The Calendar and To-Do List Collide

Indrina K's To-Do List & Work Blocks

Chapter 8: Reconcile Your Time and To-Do's: Create Your Weekly Plan

Weekly & Daily Worksheet Templates

Dave H's Weekly Worksheet

Lo N's Weekly Worksheet

Mark D's Weekly Worksheet

Molly D's Calendar Entry

Mark D's Calendared Travel Time

Crusher Tracker Template

Chapter 9: Keep It Together: Routines and Checklists

Reshma S's Daily & Monthly Routine

Riley K's Daily Closing Routine

Max K's Meeting with Myself

Diana H's Meeting with Myself Checklist

Ron G's Meeting with Myself Agenda

Meeting with Myself Checklist

Maia's Packing Checklist

Indrina K's Board Meeting Prep Checklist

Denise P's Christmas Countdown Checklist

Chris H's Evaluation & Follow-up Trackers

Chapter 10: Hold That Thought: Save It for Later!

Mekia L's Thought Catcher

Athena M's Thought Catcher

Johanna P's Thought Catcher

Thought Catcher Templates

See It In Action: What Should I Carry?

Ron G's Clipboard

Ron G's Thought Catcher

Ron G's Later List

Chapter 11: Keep E-mail in Its Place

E-mail Audit Agenda

Jon S's Auto Response

Jesse R's Inbox Before & After

The MATCH Community Day School Communications Agreements

Education Pioneers Communication Norms

Chapter 12: Project Design, Planning, and Communications: More Than Just Spreadsheets!

Kate M's Project Statement

Kate M's Roles Overview

Kate M's MOCHA Model

Kate M's Residential Ops Lead Job Description

Kate M's Project Summary

Kate M's Kick-Off Agenda

Project Kick-Off Meeting Agenda Template

Kate M's Team's List of Questions

Kate M's Project Assignment Sheet

Project Assignment Sheets Template

Kate M's Project Time line

Project Work Stream Map Template

Kate M's Master Project Plan

Kate M's Project Meeting Agenda

Kate M's Debrief Meeting Materials

Chapter 13: Become a Dynamic Duo: Maximize Your Assistant

Collegiate Academies' Assistant Job Description

Assistant Prioritization Activity

Mila S's Response for Prioritization Activity

Mila S's Onboarding Plan

Sample Calendar Entry

Maggie K's Calendar Scrub Checklist

Maia's Weekly Summary

Maia's Pending Meetings Tracker

Pending Meetings Tracker Template

Sarah H's Daily E-mail

Erica P's Daily Check-In Tracker

Mark & Michelle's Check-In Agenda

Mila S's Weekly Priorities E-mail

Sample Assistant Priority Plan

Mila & Maia's Stepback Agenda

Kate & Elissa's Briefings Folder

See It In Action: The Management Memo

Harris F's Management Memo

Management Memo Template

Chapter 14: Keep Track of Stuff, Space, and Knowledge

Sharon J's Office Photos

Sarah S's Desk Photos

Emily F's Folders

Mary Clare R's File Names

Achievement First's Working Agreements PowerPoint

TNTP's Wiki Samples

Chapter 15: Create a Culture of Togetherness

TNTP's Strategic Prioritization Definition

Relay Graduate School of Education Rubric

Joe R's Onboarding Deck

Ron G's Tuba Time Sign

Chapter 16: Conclusion: Keep It All Together

Weekly Family Meeting Agenda

Section 1

Set the Stage

Chapter 1Leading in a Mission-Driven Context

It was June 17, 2003, 12:30 pm. I had no choice. I pulled my car over on a residential Houston street, threw down the driver's seat, and curled up for a catnap. In approximately sixty minutes, I'd be training fifty veteran educators on how to support rookie teachers over the summer. But right then, I needed to sleep. My backseat was packed to the brim with training materials and supplies hastily thrown into boxes. The address and directions for the training were scrawled on the back of an envelope. Oh, and did I mention I had another session scheduled for the very next day that I had not yet planned?

Now how did I get in this precarious predicament, you may ask? A dreadful combination of a new job, unclear roles and responsibilities, not enough sleep, poor delegation, and lack of preparation. I was an un-Together Leader, and I had hit a breaking point. And the stakes were high. We were preparing teachers to go in front of students. So on this day almost fifteen years ago, I made a vow to never, ever get myself into that kind of situation again.

Perhaps you empathize? You, too, may be trying to juggle the high volume of work and responsibility thrown at you every day. Maybe you have all your to-dos reasonably under control but wish you could be more planned ahead. Or maybe you're just exhausted and looking for a better way?

This book can work for you if you are a new manager. It can work for you if you've shifted careers from the corporate world into the nonprofit sector and you're thoroughly confused about the culture. Or maybe you've made the move from teaching to school or district leadership, or you've quickly realized your MBA was practical but didn't teach you how to prioritize in a world of limited resources. Or maybe you have been in your role for a few years and you realize that lack of Togetherness is holding you back from achieving your goals or securing a promotion. Perhaps you are trying to get your own mission-driven work off the ground. You may have unlimited vision and passion but require finer execution skills to make your dream a reality. Regardless of who you are, let this book be your guide in managing your time, energy, people's work, meetings, projects, and stuff. If we leaders are not Together, we will not get the ambitious results we want for our organizations. But if we are Together (along with a few other things), big and meaningful change can happen.

Some of you may have read my first book, The Together Teacher, a guide for teachers and other folks who work on a fixed schedule in on-your-feet environments without much discretionary time. But now you're a leader, and you have a different challenge: choice. You get to choose how you use your time. It's wonderful and daunting all at once.

What Do You Mean by Mission-Driven Work?

There are many, many books, blogs, apps, hacks, and more designed to boost your productivity and hone your time-management skills. This book is unique because it's designed for leaders in mission-driven settings who do their own work and manage the work of others. By mission driven, I simply mean anyone whose work ultimately serves the greater good. It doesn't have to be limited to nonprofit work, either. A mission-driven leader could be the person who oversees a community theater group, a Sunday school director, a chief financial officer of a housing organization, or a school principal.

So why is mission-driven work so different? In my work coaching leaders, I've seen mission-driven leaders face these specific challenges:

The problems we are trying to eliminate (homelessness, poverty, and environmental concerns, just to name a few) or create solutions and innovations for are enormous, urgent, and critical.

Our work is never ending. Resources are limited. We are often both managers

and

makers.

Our goals can and should be ambitious. The volume of our work is intense.

The emotional toll of our work cannot be understated. In any given week, leaders face tough conversations about apartment evictions, breaking up fights between students, or big layoffs.

It is no wonder that many mission-driven leaders are overwhelmed and ineffective and eventually burn out.

What Do You Mean by Togetherness, Anyway?

What does a Together Leader look like anyway? What is my definition of Togetherness? I'm deliberately not using the term organized because, well, just being organized is simply not enough for a busy leader with an important mission at stake. I see Togetherness as a combination of prioritized, planned, efficient, organized, flexible, predictable, intentional, and reliable.

In the painful personal example that opened this book, a more Together Leader may have thought, “Maia knew the training for the veteran teachers was incredibly high stakes. Because she regularly reviewed her calendar three months in advance, she knew it was coming down the pike. Because it was a new training, she proactively scheduled a series of meetings with her deputy director to outline the objectives, create the activities, and design the practice in the month leading up to the training. Because Maia realized that the materials aspect of the workshop would be a huge crunch, she carefully delegated production to a summer intern and set several meetings to check on progress. The day before the training, she ran one more dress rehearsal; invited her deputy director to ask her the tough questions she anticipated would come up in the trainings; packed the materials in her car; printed out directions, a premade pacing guide, and a sheet to take questions and contact info; laid out her outfit; and got a good night's sleep.” That leader would have been much more Together—and clearly would get to a better outcome, via planning, prioritizing, delegating, anticipating challenges, and operating efficiently.

Togetherness means being

Prioritized

Planned

Efficient

Organized

Flexible

Predictable

Intentional

Reliable

Of course, Togetherness is just one aspect of effective leadership. There are so many more facets of people management, such as setting vision, investing in others, leading with heart, designing strategy, marketing and selling ideas, and so on. There are tons of books, executive courses, and grad school syllabi that cover this stuff. This book, however, focuses on just one aspect of leadership, one I believe is often neglected or discounted. There are very few classes in high school, college, or graduate school that really teach you how to design and execute personal, team, and organization-wide systems to reach your goals. As you head deeper into the following chapter, you will find several self-assessments about your tools, routines, and mind-sets to help you determine your Togetherness strengths as well as where you may have some gaps.

Why Togetherness Matters Even More in Your Context

I entered my first job as a nonprofit leader at Teach For America immediately after working as a classroom teacher—where I basically had no time. Teaching was an efficiency and prioritization game. But in my new role, everything was suddenly about choices: how to use my time, how to spend our limited money, and which staff to hire and when. With each new decision I was reminded of whose future was at stake. Yikes!

Togetherness is a means to an end. You can lead a strong organization without being completely Together. Many top-notch organizations do not subscribe to a culture of Togetherness and instead place strong value on turning on a dime, dropping everything to pursue an opportunity, and swooping in to flawlessly solve a crisis. I respect this. And a small percentage of people want this excitement on a daily basis for the rest of their lives.

The former chief talent officer in me would argue that this approach, though invigorating, will not build the teams and organizations we want over time. People get burnt out by late-night, never-ending meetings, and eventually even the most mission-dedicated individuals decide they want more time with their families. The Together Leader is about finding the right balance between systems and spontaneity so that you can meet all of your organization's goals—and have a life!

FAQ

Can this book work for me if I am not a mission-driven leader? I've grappled with this question myself, but the answer is yes. I actually believe everything in this book can be applied to any busy leader. Go for it!

On the flip side, it's also possible to be incredibly Together yet highly ineffective. I'm sure you have all met the color-coded colleague with her notebook always at the ready along with a specific set of pens and a very neat desk. But at the end of the year, she actually didn't accomplish any of her goals. This person often has a very mechanically clean calendar but doesn't always prioritize. She might get the next steps from meetings accomplished without issue but can't stop to reflect on if she is actually doing things that will ensure she reaches her goals.

Can you be effective without being Together? Yes, but only for a short period of time. Eventually your disorganization will catch up with you in some way, whether it's your team getting tired of operating in crisis mode, losing enough sleep that you get sick all the time, or your family forgetting what you look like.

The goal is to be Together enough to achieve your goals, do your job to the best of your ability, and enjoy your life. This can happen when you and your organization routinize all predictable work, make processes more efficient, and ruthlessly plan ahead. I want you to have more headspace to think innovatively and creatively, react smoothly to true emergencies, and minimize as much job-related stress and overwhelmedness as possible.

My Own Togetherness Journey

It all started with my button collection when I was two years old … just kidding! In reality, I've been fortunate to work in leadership roles for several high-performing nonprofits and school districts. And I've served as a Together coach and trainer for organizations, traditional school districts, stand-alone charter schools, and more. I've directly coached leaders in start-up mode, those in rapid-growth mode, and veteran leaders trying to sustain systems. And my own Togetherness journey directly mirrors the way I decided to set up this book. Just as I had to learn to create and define systems for myself, systems for my teams, and then systems for my organizations, you will likely follow a similar path over the course of your career.

As I settled into my first nonprofit leadership role as an executive director at Teach For America, I needed to set a clear direction for my team. This helped me appreciate measurable goals, detailed plans to accomplish an ambitious set of objectives, and transparent roles and responsibilities.

After that, I oversaw a large summer teacher-preparation program that required me to manage an even larger team, this time spread out across the country. Together we learned about the value of managing our energy and ourselves to pull off a successful summer.

Following that, I took on an executive-level role in a growing charter school organization. Oh, and I got married and had two kids of my own. And so I really came to value organization-wide practices to support Togetherness—my organization and my family were rapidly scaling! Similar to you, I was interested in creating good in the world—and having a life.

Why This Book Is Different

Lots of good resources already exist on time management and leadership. Check out my website, www.thetogethergroup.com, for my ongoing list of favorite books, articles, and blogs. So why write (or read) another one? What's out there seems to split into two camps: the technical and the philosophical. On the technical side are outstanding titles such as Getting Things Done by David Allen and Total Workday Control Using Microsoft Outlook by Michael Linenberger. For those who want to focus on prioritization and the philosophy of leadership, The 7 Habits of Highly Effective People and First Things First, both written by the dearly beloved Steven Covey, and 168 Hours by Laura Vanderkam, are amazing. And I'm a big fan of Your Best Just Got Better by Jason Womack and The Power of Habit by Charles Duhigg for routines, habits, and efficiencies.

Yet none of these speaks directly to the unique challenges faced by leaders in mission-driven settings. Effective writing and training on Togetherness has to be practical—focused on tools and rituals—and neutral—applicable to anyone who leads people—whether in a school building, nonprofit, central office, or volunteer organization. I can't tell you what your goals or priorities should be, but I sure can help you achieve them by helping you ask the right questions, build the right tools, and develop the right rituals for yourself.

My work is rooted in this mind-set: What is good is what works. I draw best practices from many of the cited titles, but the bulk of my research and examples come directly from the thousands of workshop participants and many coaching clients I have been privileged to learn from in the past decade. I've been welcomed into high-performing nonprofits, strong school districts, advocacy organizations, and rural schools. And I've been fortunate enough to coach leaders of all levels directly in their own environments, which enables me to bear witness to every single emergency, interruption, and crisis that can throw off a well-planned day. You will see many of my past clients featured in this book. Quite deliberately, I have chosen people and organizations who get strong results but are not wild perfectionists.

One of my biggest observations is that the Togetherness journey is personal, specific to one's own habits, preferences, and organizational culture. I am not going to sell you a particular gadget, lock you into one specific app, or require you to purchase a certain planner. I'm remarkably indifferent about specific tools, but I'm a staunch believer in strong routines, planning, boundaries, and communication. And I'm going to really push you to ensure your goals are clear and your actions are aligned to meet them.

How This Book Is Organized

The Together Leader is organized into five sections. It is designed to be read sequentially, though I invite you to pick and choose chapters based on your specific needs. In between sections, you will also find real-life examples of how organizations have put systems into action. And peppered throughout, you will find vignettes of real-life leaders facing common challenges. Last, scattered between chapters, you will get to read Togetherness Talks from real-life mission-driven leaders, most of whom still continue in their current capacities—though a few have moved on to new ventures. In the case of a job move, I chose to keep the position listed at the time of the sample for consistency. But everyone's samples are active and the real deal. In several cases, we created cleaner versions if there was an issue with readability or pared down a document so you could dive more deeply but know this content is not invented! Almost all the tools and templates you'll see throughout the book can be found on my website, www.thetogethergroup.com, using the passcode provided with the book. There you will also find additional samples, videos, and modifiable templates.

Section 1: Set the Stage

These initial chapters set the stage for why productivity and time management in your unique, mission-driven context is so important. This section also helps you evaluate your current strengths and gaps as they relate to tools, routines, and mind-sets.

Chapter 1

: Leading in a Mission-Driven Context: You are here! This chapter is designed to preview the what, why, and how of the book.

Chapter 2

: Take Stock: Assess Your Togetherness Level: This chapter is full of quizzes and assessments to help you determine your current level of Togetherness and set your purpose for reading.

Section 2: Get Clear on Your Purpose

This section places our focus on preparing for your course, taking a long view, and making sure your priorities are in order:

Chapter 3

: Set Goals: Define the Direction: This chapter ensures your goals are in order, you have time to systematically review progress, and your organization has a predictable calendar.

See It in Action

: Goal Setting Start to Finish: How an organization sets and reviews its goals.

Chapter 4

: Break Down the Goals: Create a Priority Plan: This chapter helps you boil down your Yearly Goals into a three-month path of clear actions that in turn should drive your calendar and meetings!

See It in Action

: Wrist, Elbow, and Shoulder: How a leader articulates what she cares most about in her team's work.

Chapter 5

: Align Your Meetings: Make a Meeting Matrix: Because leaders spend a ton of time in meetings, this chapter is designed to test your meeting schedule against your priorities—and communicate to others accordingly.

Section 3: Get Yourself Together