With so many competing priorities, headcount reductions, and budget cuts companies face these days, how can you ensure that your initiative makes the 'short list' and gets the go-ahead from the senior executive? Here are some methods and approaches for dealing with this challenge.
First, learn the executive's view on how the business should operate. What are the business agenda goals and priorities? Where is the company going and what does it need to do in order to get there? How the does the business need to run? As a 'holding company' or 'unified company'? Who has ownership and accountability for the strategy/technology/processes/people decisions? Knowing the answers to questions such as these will help you to speak your executive's language, give you credibility, and further establish your relationship.
Then, understand the executive's style. After learning the executive's views on the business, think about how to present your initiative in a manner that the executive is most receptive to. This involves knowing what messages the executive wants to hear conveyed, as well as preferences for decision-making.
What does the executive want to hear? Gain insight into the executive's preferences for obtaining information and learning about initiatives, including:
What does the executive NOT want to hear? No matter what the executive's particular 'style' is, you don't want to say things that will trigger thoughts such as these:
How does the executive make decisions? Understand how your executive will come to a conclusion by knowing his/her preferences on the following:
Put it all together and create your 'sales pitch.' There are four main components that you should use when structuring your message. Clearly and succinctly, you should be able to state:
Now you're ready to present your initiative to the executive.At this point you should weave together the goals and needs of the organization, executive, and your initiative. Some approaches for presentation and negotiation include:
With these methods in place, you're well on your way to securing a long-term relationship with the executive. You'll have the ultimate confirmation that you're on the right track when you have another initiative implemented.
Dawn Brown is a specialist and lecturer in the field of organization development and workforce effectiveness.