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The Together Leader
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Table of Contents

Acknowledgments xiii

Contents | Website Resources xvii

Section One: Set the Stage 1

Chapter 1: Leading in a Mission-Driven Context 3

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
Togetherness Talks: Shawn Mangar

Chapter 2: Take Stock: Assess Your Togetherness Level 15

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

Togetherness Talks: Natalie Rubio

Section Two: Get Clear on Your Purpose 27

Chapter 3: Set Goals: Define the Direction 29

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
See It In Action: Goal Setting Start to Finish

Chapter 4: Break Down the Goals: Create a Priority Plan 63

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
See It In Action: Wrist, Elbow, and Shoulder

Chapter 5: Align Your Meetings: Make a Meeting Matrix 95

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
Common Challenge: The Crisis

Section Three: Get Yourself Together 129

Chapter 6: Get Macro: Design a Comprehensive Calendar 131

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
Togetherness Talks: Vince Marigna

Chapter 7: Strategic Procrastination: Design a Later List 151

Seen and Heard

Overview and Objectives

The Model

Build Your Own

The Routine

Start Strong
Common Challenge: The Calendar and To-Do List Collide

Chapter 8: Reconcile Your Time and To-Dos: Create Your Weekly Plan 177

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
Common Challenge: Too Much to Do!

Chapter 9: Keep It Together: Routines and Checklists 209

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
Common Challenge: A New Job

Chapter 10: Hold That Thought: Save It for Later! 231

Seen and Heard

Overview and Objectives

The Model

Build Your Own

The Routine

 Start Strong
See It in Action: What Should I Carry?

Togetherness Talks: Shawn Stover

Section Four: Get Your Team and Organization Together 255

Chapter 11: Keep E-mail in Its Place 257

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
Common Challenge: E-mail Emergency

Chapter 12: Project Design, Planning, and Communication: More Than Just Spreadsheets! 289

Seen and Heard

Overview and Objectives

Set the Stage

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

Start Strong
Togetherness Talks: Erica Phillips

Chapter 13: Become a Dynamic Duo: Maximize Your Assistant 323

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
See It in Action: The Management Memo

Section Five: Put It All Together 365

Chapter 14: Keep Track of Stuff, Space, and Knowledge 367

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
Common Challenge: On-the-Go Office

Chapter 15: Create a Culture of Togetherness 393

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
Togetherness Talks: Stephanie Patton

Chapter 16: Conclusion: Keep It All Together 413

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 421

Index 423

How to Access the Website Resources 439

About the Author 441

About the Author

MAIA HEYCK-MERLIN is the founder and CEO of The Together Group, a training and consulting practice focused on training school, district, and nonprofit leaders on topics such as time management, prioritization, organization, and efficiency. She is also the author of The Together Teacher.

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