1. 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.

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

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

4. 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? ( , face-to-face interaction, phone, hard copy memo)
Who is CC’d on meeting agendas, minutes, memos, etc.?

5. 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

6. 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

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

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