How to present to executives (2021)
lethain.com
lethain.com
For a certain level of discussion, the outcome might have already been set, and the meeting is a formality to make it so. So as long as the presentation isn’t a total disaster what’s said during the formal discussion is only refinement or finishing details on an already closed decision.
If you’ve ever wondered why in a certain discussion someone “came around” or magically the entire room was in support, either that person or their boss worked it out prior to the meeting. It’s not because the PowerPoint was awesome or the policy proposal is clever.
I do this - when I’m working on something (if there’s time) I “run it by” the people who need to buy in. That helps refine the proposal or pitch, but it also helps do a couple of key things:
1. I can say “I ran this by Stan,” privately to some other folks, and truthfully say he liked it or didn’t and I took his feedback into consideration
2. I can hear what people don’t like and either change it or account for constraints they have
3. It prewires the audience. They’ve seen the material or heard it in brief. Some people are readers. Some are listeners. With this approach I can catch both and address them on their communication style
4. At the discussion I can say “I spoke with most of you here to get feedback from product / design / dev / support / ops etc and I heard... and the toll tax is paid to cross various bridges
Importantly - the execs themselves can just have a conversation the week or day before and say “hey we have this problem. I need you to listen to ____ and get someone from your team to help.” That works because two months later the other party will say “Hey, remember when I helped you with the thing? I need you to help me with ____ because…”
This sort of politics is normal. I’m literally doing it between and across companies on a regular basis. It’s a way to get stuff done, as long as its ethical and doesn’t violate various conduct guidelines and (edit) *its in the org’s best interests.* Most of the time for me at least it’s “can we just get X above the cut line and done by October? I know it’s in November but if it’s in October _____.”
This is old-school political practice: when it comes to taking decisions, you should go into meetings only if you know in advance what their outcomes will be. Going blind is a defeat in itself.
> Hey, remember when I helped you with the thing? I need you to help me with
Trading favours is an invaluable skill. A lot of people do favours for free and feel petty if they remind others at later date; figuring out a way to do it in a pretty neutral way, will help you a lot. Typically it's just about figuring out that it's not personal. For a great intro to the practice, the character of Rawls in The Wire is a decent model.
Anyways, great show with IMHO some great lessons about dysfunctional organizations.
yep. If you find yourself in a fair fight it's time to re-think your strategy.
In my view, in a healthy organization, the meeting itself should be a point of collaboration. Otherwise it's a waste of time. This culture of behind-the-scenes-go-betweens also creates a lot of opportunity for opacity and malicious miscommunication (deceit).
Meetings are not the only collaboration point, probably not even the most effective. OP's advice is good advice for increasing communication and building consensus leading up to a meeting, especially if done with an eye towards transparency, as I assume they intend. Ideally you're able to get everyone aligned beforehand and can cancel the meeting. But if someone walks into a meeting blindsided by a predetermined outcome, that's a red flag that you've created an adversarial environment rather than a collaborative one. If a colleague is important enough to be in the meeting then their opinion is an important enough to affect the meeting.
The coordination problem just gets intractable at a certain scale.
The intractability of the coordination problem at scale is the reason the original article is valuable. At scale, you do need management that focuses the majority of their time on the overall coordination of the work in order to protect the time of those doing the work. Because of that scale you can't involve everyone in every conversation. So you start needing to have conversations that abstract to a higher level, and which cross levels of leadership. Hence "How to present to executives" But even as a company grows, it can choose to maintain a culture of collaboration and transparency, even if the practices that enable them have to change to adapt to the larger scale.
The "trick" (not really a trick, just basic politics as correctly pointed out by other commenters) of cultivating one-to-one relationships stems exactly from that realization. There are all sorts of reasons why people oppose technical solutions, most of which have absolutely nothing to do with technical merit or the collective well-being of the set of people defined by "the organization".
My ideal of how the world ought to work is a perfect, strict meritocracy. But people play games on me, hence I have to play games on them in self-defense. It's like an iterated prisoner's dilemma, defecting is at its most powerful when the expectation is that you will cooperate.
There is no honor in naivete. Or rather, you'll be told how honorable you are right before you get stabbed in the back.
Going into it with conviction that closed doors are correct default way ensures your company will on high level of it.
Yes. At the same time, collaboration is limited when you need a lot of one-on-one discussions that are mostly relevant to one person.
You can have those one-on-ones as a part of a larger meeting. But is it optimal? I'd say no. During a meeting attention is limited. You can tackle one problem at the time and can't do them in parallel. If you have multiple problems to discuss where there's one stakeholder, it's a waste of time for others. A meeting that's a collection of queued one-on-ones is not efficient. An efficient meeting is one where every spoken sentence affects every participant.
Bulk of the project progress is done in the trenches, so to speak. Moving it to meetings makes them longer and more frequent. If someone waits for a meeting to drop an unexpected bomb for the whole team, it likely won't be resolved then and there. After all, others weren't aware so they didn't have time to prepare. Asking people to improvise on the spot is not a good idea. I'd argue that giving others as little time to prepare as possible is a symptom of an adversarial environment.
On the other hand, sharing things in advance gives everyone time to digest them.
Perhaps rewording the statement would work. How about "you should go into meetings only if there will be no surprises".
Everyone publicly and mutually agreeing to support a decision IS valuable collaboration even if they all had 1-on-1 discussions on that idea before hand. Meetings are pretty horrible venues to actually discuss an idea in depth for many reasons. However if you don't all publicly agree on the same idea then the chance for backstabbing politics increases significantly. In essence it's a trust but verify approach.
A meeting of the executive team is a point of decision, not of collaboration. Individual contributors make meetings for collaborating, middle managers make them mostly for problem discovery, high management make them for decision communication (not decision making).
I'd say most middle manager meetings are for salary justification. They want to look busy.
I guess maybe one or two meetings per week may be classified as 'problem discovery'. The rest is just to make them appear busy and visible.
Agreed with the high management and IC points.
In my experience, managers have no problem looking busy. They can do that without thinking or conscious effort just by letting the system work the way it wants to. What takes conscious effort is doing anything else.
"In open court" is one of those settings that springs to mind
Its most commonly violated by city council members because city councils are usually small, so it's very easy to violate accidentally. Say you have a five member city council. Council member A emails council member B to get their thoughts on an upcoming item. Then a few days later council member B emails council member C to ask a question about that item. That's a Brown Act violation.
Oh wow! "Serial Meetings" are defined. That's pretty remarkable. Also - it's good to know. Thanks.
But everyone hates that guy... I think Vito Corleone is a better example of a person who understands the nature of trading favors.
in essence, this is just tracking all that is exchanged using technologies.
on one hand, a lot of corruption happens over personal favors between powerful individuals. which makes me think this kind of thing will never take off.
this is part of a larger half-baked idea I had about anybody anywhere being able to 'emit credit'. doing a favor being a way to cash in on their emited credit.. or something like that.
If everyone knew who owned favors to whom, they would be able to maneuver around.
Off the top of my head, I'd also add that "I don't know, but I can get that answer" is a much better answer than winging it and making something up. Knowing the audience is also very important. At one >$100B company, the CEO's questions were very much about the business side of things, while the CTO wanted to get deep into the business side AND the technical architecture.
Side note, I had a boss that I hated for that meeting with the CTO. I did all of the work preparing the presentation and slides under the assumption I'd be presenting. My boss jumped in and tried to present and was stopped in her tracks when she was unable to answer a question from the CTO about who would use the product in question. I gave it a solid, awkward 10 count before answering the question and taking over the conversation.
Depending on future scenarios, you can play up either side of the interpretation. It's a nice quality of really useful political moves that they can flex and can be reused for multiple purposes (kind of like... good extensible/reusable software design).
I totally agree. I think this is a major thing that experience teaches you. When you're young or inexperienced, you are naturally afraid of saying "I don't know".
The more experience you gain, the more comfortable you tend to be saying that you "don't know" - in fact some of the smartest and well respected people I've worked with have been the ones most comfortable with saying "I don't know, but I'll find out"
This is one of the first pieces of advice I heard in my career and IMO it has become a workplace meme.
People don't become respected because they say 'I don't know' a lot - they become respected because people believe them when they aren't saying it. The result of a junior person not following the advice is panic, floundering for an answer, and giving an unconvincing lie. Being revealed for a BSer is the problem you're trying to avoid. Admitting you don't know is one path around this but, in practice, too many make you look unknowledgable and may mean that future important questions will be aimed at your seniors or superiors. When they're asked, they don't say 'I don't know', they say the answer. They're respected because they know.
This problem is built into incentive systems. If guidelines for promotion for a junior are that they can work independently then it can be better for them to spend 2 hours looking for a solution themselves than to spend 10 minutes asking someone else. This encourages convincing BSing, which is more insidious and damaging than obvious BS. The people who are promoted are the ones who can know and the ones who can lie - the latter being easier.
The prime example of this is the executive team. Unless lying is securities fraud, an answer from a CEO can't be trusted at all.
If you want to encourage people to admit when they don't know the answer, you need to cultivate a culture where it's truly unpunished.
I think it's also a different circumstance to not know the answer to a specific question vs. appearing generally unknowledgable. The latter will definitely get you bypassed in favor of someone who knows something.
That sounds awful. Did you have to do damage control with your boss afterwards? I'm not sure how I would rescue that situation. (Ideally you'd have been promoted within an hour, but... ya.)
Longer answer: I was already "done" with my boss and planning my exit. The company had previously merged QA and Dev orgs while preserving titles. Unfortunately, that meant that Principal QAE and Principal SWE both became Principal Engineer despite the fact that the promotion process was much slower for SWEs. The average Principal SWE had 15+ years of experience while the average Principal QAE had closer to 8.
My boss was promoted just before the conversion and I came in as the head of engineering for an acquired company. I had substantially more IC and Management experience than my boss, who was a shameless self-promoter and really wanted to be seen as the savior getting this acquired company into shape. When it became apparent that we were vastly more mature than her org in our processes, operational excellence, code quality, efficiency, and performance, she had nothing to do.
I got sick of the micromanagement and moved to being an IC, which is when I had the experience. That helped because I basically got left alone, but I already knew my career prospects were zero, so I took full advantage.
I skimmed in 5 seconds until I spotted the SCQA bullets, Minto's Pyramid, and the bolded parts of Mistakes to Avoid. If there are other takeaways, I don't really care.
This is how executives think. They have to — they're in meetings for nine hours straight, constantly context switching, needing to suss out who's bullshitting them and who's legit.
One tangential thing: in any situation with an executive, one way to stick in their mind is to deliver little 'nuggets' of interesting information that they can quote to their peers or managers. Should be pithy, novel, and ideally surprising: "Did you know that 25% of users have been doing [totally unexpected thing] outside the product in order to [solve some problem we thought we understood]?"
Don't expect you're going to be able to come up with these things on the spot. Prepare them. Keep 'em in the holster. You're welcome.
This is essential. I sit in these meetings with senior execs all the time in my role (mostly as neither the presenter nor one of key audience members) and I can’t tell you how often people presenting to execs make their lives hard!
E.g. status updates on key initiative/project is delivered as a summary of all the work that’s been done to date, challenges encountered and overcome, detailed technical commentary, and piles of next steps and detailed charts, when all the leadership team wants to know is 1. Is the project on track? 2. What are the key milestones/ next steps 3. Where and what are future risk /decision points, 4. Economics/budget considerations
I think the problem is in conflating the two so the leading gets forgotten because most of the time is spent managing.
I think you are wrong.
"Most executives arn't awful" - true. They are sociopathic.
A lot of large institutional companies effectively work "on rails", so loads of C-level execs there are glorified middle managers whose only talent is climbing the greasy pole.
Young companies though, they have "real" go-getter execs.
Finding out who is who, is a skill in itself.
Perhaps a team delivered a mediocre or poor outcome, but was that outcome potentially the best result due to organizational constraints? I suppose that I’m just pointing out that since leadership can be “hard and opaque” judging it’s effectiveness can be just as hard
Seems about right. We draft 10-20 design documents for every one implemented.
There are many companies, often older than the ones Will has worked at, which, as you say, tend to have executives with a far lower quality. A non-trivial amount that yes, I'd call awful, especially after seeing the difference with the excellent ones. It's hard to run a good company with a bad executive team though. Therefore, I'd argue that the right take is that, if you are working for a firm that is doing well over average, Will's take is the right one, and that when it isn't right in your environment, you should consider greener pastures.
- values?
- characteristics?
- abilities?
- experience?
- education?
Best way to tell them apart in interviews?
I think it's particularly important not to blind-side execs with information they can't act on or process during a meeting (related to the "don't present a problem without a solution" tidbit in the article).
Ironically, this is the stuff they _really_ need to know.
The way you get around it is by having channels of communication which are outside of the formal meeting. These channels can be almost anything but the main feature is that they're safe for both you and the exec-- you don't have to have "a solution" and the exec doesn't have to make a snap-decision.
I was promoted to principal engineer earlier this year (first in my company) and felt a bit unsure of what exactly the role entails and what I should be doing. I still feel that way to an extent, but that book has been very helpful in clearing some things up, providing me some more solid footing, and generally spurring me to take initiative. Can recommend the book if you're in a similar situation, or aspire to be.
And here I thought people become managers because they're actually great with people. So why does that imply that they should stop listening to their staff unless the staff can intuit their idiosyncratic communication preferences?
IOW, the advice is probably right given current realities, and I agree in general that giving an outline before going into excessive detail is a good practice, but I also feel that if an executive wants something from their staff, they should tell them exactly what they need and be prepared to listen to the experts. It should be in their interest after all.
* not a pc word but it sums up perfectly the communication style I can’t think of a better one. Maybe condescending?
As long as you’re insulting men, heterosexuals, white people or cis people you’re perfectly ok with the pc brigade. No need to apologize as long as you’re intersectional.
While in principle (as a non-executive who gets endlessly frustrated with these sorts of constraints) I wholeheartedly agree with your point, it's probably more reasonable to expect domain experts to learn one general "communicating with executives" style than to expect executives to learn countless "communicating with domain experts" styles.
In ignoring those people (who may be technically brilliant or huge experts in their domain), the executives miss out more than the domain experts do, since the latter don't necessarily have a stake in the company's success.
I'm working through an executive communication pickle as I write this. My (startup) CEO is a slide perfectionist who never likes any deck he sees the first time. And he's critical of decks in subsequent passes as well. I'm responsible for revising our company pitch deck with "fresh eyes" as I'm relatively new to the company.
Have had to remind myself multiple times that his feedback is not bad, or wrong, or too critical, at least not 100% of the time. And instead that I should reason through how to integrate that feedback or find a way to meet somewhere in the middle while properly describing why I am choosing a different path.
The learning process never ends!
That usually gives them something to focus on and then only what really needs to change will bubble up from their feedback.
Give them something to focus on and they'll generally not rip the rest apart.
Same goes for designs, have an element in an odd color or font, and it'll be picked up and corrected. Without it you may find yourself redesigning huge swathes of the design.
Let me toss a q back to you: when you work that strategy for a deck, do you subsequently send it first and gather feedback, or do you prefer to talk through it with that person? I've always preferred talking through presentation drafts as I feel the "talk-track" is the essential piece, not the particulars of the slides. But curious to hear what you've done in past or now
I didn't see my number one piece of advice, which is to tell them how the thing brings value to the company. They don't care if your button functions really well, they care that the old button was preventing people from completing checkout, and that problem has been solved.
My number two piece of advice is to present way less information than you want to. A small fraction. They don't want all that context, they want a clear story that looks like the SCQA model given in the article.
Also, they live in a world where people project confidence, not a world where people present both sides and talk about the uncertainties of both. Often this confidence is unwarranted, but that is utterly beside the point. While the real world is full of uncertainty, what most executives want to hear is "I have the solution to this problem, and I can make it happen".
I guess that applies to most people.
I'm getting flashbacks of Dwayne Elizondo Mountain Dew Camacho's State of the Union presentation. "I got a solution", followed by a simple, 3 point plan.
A specific, concrete examble might be how to express "look I know you cant vote for this, but I suspect you are secretly with us, even if you wont say it during this meeting cuz you dont know us well enough to trust that we wont leak it, but can you at least get us meeting with x other lawmaker who might also agree with us, and is in more of a swing district but we cant get ahold of because they have a shit schedular that if they vote our way we can help them out in the primary?"
I've been in the "part time citizen lobbyist" game for a while now and I suspect that just saying the above (even without the "we cant get ahold of" part) would be to much a specific / blunt ask. But none of my attempts at soft balling a "can you introduce us to X?" has worked thus far. And I am not sure if its just that I am an untrusted newcomer who needs to build up more relationships, or if its an issue with the language / tone, or if its the nature of the ask itself.
I really wish there where more leaked audio recordings of meetings between lawmakers and hired lobbyists. that would be helpful.
I've found the SPUR agenda to be helpful:
- Status;
- Plans (includes 5W + H - who, when, what, where, why, how);
- Uncertainties (includes explicitly identifying possibly-flawed assumptions & possible black swans);
- Risks (includes identifying likely- and worst-case downside outcomes)
I'll save y'all the time and tell you what that something is: climbing organizational hierarchies. Executives are good at becoming executives: glorifying themselves, stealing credit, shifting blame, pandering to superiors' weaknesses and petty idiocies.
The fact that OP got this so wrong, and spaffed such ridiculous pro-employer bias on the page, discredits the rest of the treatise.
For presenting to executives, my experience is: present quickly. Focus on what they personally care about, whether or not it's what the organization is (supposed to) care about. Get to the point. Repeat your point. make your ask clear. BLUF and BLAB. If you don't know what that means, look it up. If you're not clear about what you want, don't be surprised if you don't get it. Appeal to ego. Understand rivalry. People support what they feel like is in their personal best interest to support.