Developing Your Upward Management Plan Strengthening Success Team Lead Capacity B Developing Your Upward Management Plan A presentation that provides a sample plan to support Team Leads to understand upward management as a key lever for leadership. The presentation describes upward management and provides strategies for supporting leads to establish regular communication with their principals.

Developing Your Upward Management Plan Freshman Success Collaborative Summer Conference August 30, 2010

Strengthening Success Team Lead Capacity Three Realms of Upward Management Communication protocols Scheduled encounters Professional credibility

Strengthening Success Team Lead Capacity Communication Protocols What is your principal or administrator liaison’s: Communication style? (see Communication Styles Matrix in Tool Set B) Communication preference? (email, face-to-face interaction, phone, hard copy memo) Who is CC’d on meeting agendas, minutes, memos, etc.?

Strengthening Success Team Lead Capacity Communication Protocols Some Rules of Thumb: Agendas sent to principal or administrator liaison 48 hours prior to team meetings Other items requiring approval are delivered to principal or administrator liaison in a timely manner Turn around meeting minutes within 48 hours

Strengthening Success Team Lead Capacity Scheduled Encounters Sacred, regular meeting time Identify standing agenda items Examples: team successes and obstacles toward goals; action items; and specific needs impacting the work Archive of documented dialogue Examples: meeting minutes; and formal/informal conversations with team members

Strengthening Success Team Lead Capacity Professional Credibility Objectivity Preparedness Quick admission of mistakes Documenting and archiving dialogue

Strengthening Success Team Lead Capacity Next Steps Take a moment to digest what you’ve heard What are your immediate next steps?