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How to Set Team Agreements When You Are Not the Boss with Kelly Mobeck

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In this episode, I’m joined again by Kelly Mobeck to talk about one of those team challenges that sounds simple until somebody stops doing what they agreed to do.
We’re breaking down how to create clear agreements with evaluation team members, even when you are not technically anyone’s boss.
Kelly shares how to get clear on purpose and outcome, bring agreements to the group without sounding controlling, and follow up when things fall apart.
We also talk about curiosity versus judgment, how tone can completely change a conversation, and when AI tools can help you soften an email before you hit send.

Resources:

Coach Kelly’s Agreement Guide: https://kellymobeck.myflodesk.com/schoolpsychs

Goblin Tools: https://goblin.tools/

Episode Highlights

(02:48) – What actually makes an agreement different from a nice idea everyone forgets about
(04:07) – Kelly’s P and O rule: get clear on the purpose and outcome before you do anything else
(08:54) – How to put on your courage pants and lead the conversation without acting like the boss
(10:50) – Someone broke the agreement. Now what?
(13:37) – Why “We’re all adults, just do your job” probably isn’t going to move anything forward
(20:00) – When your email sounds way snarkier than it did in your head, AI might actually save you

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Welcome to Tomorrow's School Psych Podcast!

My episodes provide practical strategies and resources for school psychologists and special education professionals to better support students and families.