Description

Book Synopsis

Strengthen and enhance your school support staff

Are you a supporting team member who is tasked with both planning ahead and answering the phone every time it rings? In The Together Teammate, The Together Group Founder and CEO Maia Heyck-Merlin delivers a step-by-step action plan for school and nonprofit behind-the-scenes team members who keep things running smoothly! With clear advice, samples from operations and support roles, reflection questions and modifiable templates, this book will help teammates to strengthen their systems and keep all the trains running on time!

Readers will also find:

  • Strategies for refining their organizational and time management systems in order to best support the missions of their organizations
  • Techniques for planning ahead and prioritizing accordingly
  • Ways to juggle multiple proactive projects and maintain strong customer service

A comprehensive and practical guide for anyone who works behi

Table of Contents

Section 1: Take Stock: Know Your Role and Set Your Priorities 1

Chapter 1: Introduction – The Who, What, and Why of Togetherness for Teammates 3

What Is Togetherness,

Anyway? Why This Book Matters to Me

Who, Specifically, This Book Is For

Why Togetherness Matters Behind the Scenes

Together Try- Its

How This Book Is Arranged

How To Make The Most of This Book

Let’s Get the Together Party Started!

Chapter 2: Get Crystal Clear – Roles, Priorities, and Targets, Oh My! 17

What Is Your Actual Job? Get Clear on the Outcomes and Inputs

Define Success in Your Together Teammate Role – Set Those Priorities and Targets

Get Your Own Priorities in Order

Track for Yourself and Share Progress

Year- at- a- Glance – Map It Across a Calendar

Shelly’s Year-at-a-Glance Eryn’s Year-at-a-Glance

Build Your Year- at- a- Glance

Turbo Togetherness

Manager Moment

Together Tour: Ashley 37

Together Teammate Self-Assessment: Consider Your Current Organizational Tools, Habits, and Routines 39

Section 2: Get Yourself Together: Create Your Together Tools 43

Chapter 3: Look Far Forward – Create a Comprehensive Calendar 45

Why Invest in a Long- Term Calendar?

Comprehensive Calendar Samples

Select a Calendar Tool

Build Your Own Comprehensive Calendar

How to Use Your Comprehensive Calendar

Turbo Togetherness

Chapter 4: Build a Long- Term List – Yup, This Is Everything! 61

Why Keep a Long-Term List

Long-Term List Samples

Select Your Long-Term List Tool

Build Your Long-Term List

Routines to Make Use of Your Long-Term List

Turbo Togetherness

Manager Moment

Together Tour: Kevin 80

Chapter 5: Break Down the Big Stuff – Project Planning 83

Determine What Needs a Project Plan – and What Doesn’t

Create a Project Summary

Project Plan Samples

Build Your Project Plan

Communicate About the Project With Others

Plan for the Unexpected Because It Always Happens – Trust Me

Integrate with Your Together Tools

Turbo Togetherness

Manager Moment

Chapter 6: Fill with Staples, Make Room for Snacks – Build a Weekly Worksheet 109

The Purpose of Planning for a Week

Components of a Weekly Worksheet

Weekly Worksheet Samples

Personalize Your Weekly Worksheet Tool(s)

Practice Building Your First Weekly Worksheet

Put Your Weekly Worksheet into Action

Turbo Togetherness

Chapter 7: Host a Meeting with Yourself – and Prep for the Week Ahead 131

Meeting with Yourself: The Why Meeting with Myself Checklist Samples

Build Your Own Meeting with Myself Checklist

Create the Conditions to Successfully Meet with Yourself

Communicating After Your Meeting with Yourself

Turbo Togetherness

Manager Moment

Together Tour: Brett 153

Put It All Together: Build Your Together System 155

Chapter 8: Get Those Inboxes in Check – Set Up Your Digital Life 159

Set Up Your Inboxes for Success

Get Your Digital Documents in Order

Dealing With All That Other Digital Clutter

Turbo Togetherness

Chapter 9: Plan for the Pivot – Deal with the Daily Deluge 175

The Innocent Interruption

Move Swiftly Through Your Inbox(es)

Systematically Capture Incoming New Requests

Pause To Plan Your Pivot – and Then Communicate

Turbo Togetherness

Manager Moment

Together Tour: Fiama 203

Section 3: Get the Team Together: Teammate Tricks To Move the Work Forward 207

Chapter 10: Craft Clear Communications to Move Others to Action 209

What Methods Does Your Organization Use to Communicate?

Write Your Messages with a Bias Toward Results

Send the Newsletters, Memos, and Notes – Oh, My!

Turbo Togetherness

Manager Moment

Chapter 11: Make the Most of Your Meetings – Before, During, and After 229

Get Clear on Your Role in Each Meeting You Attend

Make the Most of Meetings With Your Manager

Manage Meetings for a Group or Team

Planning for the Next Several Meetings – And Not Just Today’s!

Take Notes in Meetings – And Own the Follow- Up

Be the Meeting Manager – Own the Meeting Start to Finish

Turbo Togetherness

Manager Moment

Chapter 12: Peek Around the Bend – Forecasting into the Future 261

Supporting Others to Forecast

Support Stakeholders with Forecasting

Turbo Togetherness

Together Tour: Lola 274

Chapter 13: Systems Spotting – If You See Something, Say Something! 277

Turn Up Your Systems Antennae

Turn Pain Points into Smooth Systems

Create Systems to Support Other Humans

Shannon’s Supply Order Form

The Call to Codify – Why?

Turbo Togetherness

Manager Moment

Chapter 14: Own the Outcomes: Take Charge, Especially When You Are Not the Boss! 297

What Is Owning the Outcome and Why Does It Matter?

Ask Questions to Clear the Cobwebs (Aka Get Clear on the Outcome)

Track Progress Toward the Outcome

Turbo Togetherness

Manager Moment

Together Test 314

Chapter 15: Togetherness Is a Journey, Not a Destination 317

Recall the Meaning of Your Work

Walk the Togetherness Path with Others

You Are Now a Together Teammate! (You Probably Already Were)

Total Together Tours

Goodbye, Be Well, and Be Together

Contributors 327

Acknowledgments 329

About the Authors 331

Index 333

The Together Teammate

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      Description

      Book Synopsis

      Strengthen and enhance your school support staff

      Are you a supporting team member who is tasked with both planning ahead and answering the phone every time it rings? In The Together Teammate, The Together Group Founder and CEO Maia Heyck-Merlin delivers a step-by-step action plan for school and nonprofit behind-the-scenes team members who keep things running smoothly! With clear advice, samples from operations and support roles, reflection questions and modifiable templates, this book will help teammates to strengthen their systems and keep all the trains running on time!

      Readers will also find:

      • Strategies for refining their organizational and time management systems in order to best support the missions of their organizations
      • Techniques for planning ahead and prioritizing accordingly
      • Ways to juggle multiple proactive projects and maintain strong customer service

      A comprehensive and practical guide for anyone who works behi

      Table of Contents

      Section 1: Take Stock: Know Your Role and Set Your Priorities 1

      Chapter 1: Introduction – The Who, What, and Why of Togetherness for Teammates 3

      What Is Togetherness,

      Anyway? Why This Book Matters to Me

      Who, Specifically, This Book Is For

      Why Togetherness Matters Behind the Scenes

      Together Try- Its

      How This Book Is Arranged

      How To Make The Most of This Book

      Let’s Get the Together Party Started!

      Chapter 2: Get Crystal Clear – Roles, Priorities, and Targets, Oh My! 17

      What Is Your Actual Job? Get Clear on the Outcomes and Inputs

      Define Success in Your Together Teammate Role – Set Those Priorities and Targets

      Get Your Own Priorities in Order

      Track for Yourself and Share Progress

      Year- at- a- Glance – Map It Across a Calendar

      Shelly’s Year-at-a-Glance Eryn’s Year-at-a-Glance

      Build Your Year- at- a- Glance

      Turbo Togetherness

      Manager Moment

      Together Tour: Ashley 37

      Together Teammate Self-Assessment: Consider Your Current Organizational Tools, Habits, and Routines 39

      Section 2: Get Yourself Together: Create Your Together Tools 43

      Chapter 3: Look Far Forward – Create a Comprehensive Calendar 45

      Why Invest in a Long- Term Calendar?

      Comprehensive Calendar Samples

      Select a Calendar Tool

      Build Your Own Comprehensive Calendar

      How to Use Your Comprehensive Calendar

      Turbo Togetherness

      Chapter 4: Build a Long- Term List – Yup, This Is Everything! 61

      Why Keep a Long-Term List

      Long-Term List Samples

      Select Your Long-Term List Tool

      Build Your Long-Term List

      Routines to Make Use of Your Long-Term List

      Turbo Togetherness

      Manager Moment

      Together Tour: Kevin 80

      Chapter 5: Break Down the Big Stuff – Project Planning 83

      Determine What Needs a Project Plan – and What Doesn’t

      Create a Project Summary

      Project Plan Samples

      Build Your Project Plan

      Communicate About the Project With Others

      Plan for the Unexpected Because It Always Happens – Trust Me

      Integrate with Your Together Tools

      Turbo Togetherness

      Manager Moment

      Chapter 6: Fill with Staples, Make Room for Snacks – Build a Weekly Worksheet 109

      The Purpose of Planning for a Week

      Components of a Weekly Worksheet

      Weekly Worksheet Samples

      Personalize Your Weekly Worksheet Tool(s)

      Practice Building Your First Weekly Worksheet

      Put Your Weekly Worksheet into Action

      Turbo Togetherness

      Chapter 7: Host a Meeting with Yourself – and Prep for the Week Ahead 131

      Meeting with Yourself: The Why Meeting with Myself Checklist Samples

      Build Your Own Meeting with Myself Checklist

      Create the Conditions to Successfully Meet with Yourself

      Communicating After Your Meeting with Yourself

      Turbo Togetherness

      Manager Moment

      Together Tour: Brett 153

      Put It All Together: Build Your Together System 155

      Chapter 8: Get Those Inboxes in Check – Set Up Your Digital Life 159

      Set Up Your Inboxes for Success

      Get Your Digital Documents in Order

      Dealing With All That Other Digital Clutter

      Turbo Togetherness

      Chapter 9: Plan for the Pivot – Deal with the Daily Deluge 175

      The Innocent Interruption

      Move Swiftly Through Your Inbox(es)

      Systematically Capture Incoming New Requests

      Pause To Plan Your Pivot – and Then Communicate

      Turbo Togetherness

      Manager Moment

      Together Tour: Fiama 203

      Section 3: Get the Team Together: Teammate Tricks To Move the Work Forward 207

      Chapter 10: Craft Clear Communications to Move Others to Action 209

      What Methods Does Your Organization Use to Communicate?

      Write Your Messages with a Bias Toward Results

      Send the Newsletters, Memos, and Notes – Oh, My!

      Turbo Togetherness

      Manager Moment

      Chapter 11: Make the Most of Your Meetings – Before, During, and After 229

      Get Clear on Your Role in Each Meeting You Attend

      Make the Most of Meetings With Your Manager

      Manage Meetings for a Group or Team

      Planning for the Next Several Meetings – And Not Just Today’s!

      Take Notes in Meetings – And Own the Follow- Up

      Be the Meeting Manager – Own the Meeting Start to Finish

      Turbo Togetherness

      Manager Moment

      Chapter 12: Peek Around the Bend – Forecasting into the Future 261

      Supporting Others to Forecast

      Support Stakeholders with Forecasting

      Turbo Togetherness

      Together Tour: Lola 274

      Chapter 13: Systems Spotting – If You See Something, Say Something! 277

      Turn Up Your Systems Antennae

      Turn Pain Points into Smooth Systems

      Create Systems to Support Other Humans

      Shannon’s Supply Order Form

      The Call to Codify – Why?

      Turbo Togetherness

      Manager Moment

      Chapter 14: Own the Outcomes: Take Charge, Especially When You Are Not the Boss! 297

      What Is Owning the Outcome and Why Does It Matter?

      Ask Questions to Clear the Cobwebs (Aka Get Clear on the Outcome)

      Track Progress Toward the Outcome

      Turbo Togetherness

      Manager Moment

      Together Test 314

      Chapter 15: Togetherness Is a Journey, Not a Destination 317

      Recall the Meaning of Your Work

      Walk the Togetherness Path with Others

      You Are Now a Together Teammate! (You Probably Already Were)

      Total Together Tours

      Goodbye, Be Well, and Be Together

      Contributors 327

      Acknowledgments 329

      About the Authors 331

      Index 333

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