One-on-ones with executives
lethain.com
lethain.com
Here's how I learned to give a situation report during my brief stint in the armed forces:
1. "I am" (identify yourself & other parties involved; give location where appilcable)
2. "I see" (What is on your radar? What's the problem? What situation is developing? Which milestone have you reached?)
3. "I'm doing" (How are you responding to what you see?)
4. "I want" (How can your interlocutor help? What resources do you need?)
The mnemonic for this is rather funny: "I'm lost. I can't see shit. I'm doing fuck all. I want to go home."
I think it works rather well in civilian life, too: "I'm working on $FEATURE. I'm noticing that page load times have doubled. I'm caching the results to try to reduce that a bit. Could Bob have a look at the database indexes?"
> a lot of colleagues don't know how to give good situation reports.
Another thing that can help, both written and in face-to-face communication, is using the Inverted Pyramid. Let's say the person in your 1-1 has an emergency and you have to cut it short after 5 minutes. In those first 5 minutes you want to get the most important information across. In the next 10 minutes, you give supporting details, and in the final 15 you can geek-out on the nitty-gritty.
Execs only care about the proof. They're not asking out of curiosity.
So it’s good to recognize that this is a cognitive habit and it might require practicing a different approach, or preparation.
Another military term I’ve heard for written comms is “Bottom Line Up Front” (BLUF) which translates to a proactive TLDR. Similarly, this is a very useful tool for helping people consume your written comms; it allows readers to figure out if the content is something they need to deeply engage with or skim, rather than forcing them to skim the whole thing to figure that out for themselves.
The common theme here is that there is lots of value in providing a concise summary, so that recipients have to do the minimum amount of work to extract the first level of detail of information. This allows the first level of detail to travel further in the org and means the org is going to be better equipped to make good decisions.
Yup! I've also heard this phrased as "start with the punchline, then explain the joke".
And if your email includes an ask of any sort from the recipient, be sure to make the ask in the very first line (and summarize it in the subject line).
Then spend the rest of the email with the details around the ask.
Hello, my name is Inigo Montoya (who I am)
You killed my father (why I'm reaching out)
Prepare to die (my ask / expectation)
1. prepare to die (gets their attention)
2. because you killed my father (explanation)
3. I am Inigo Montoya (background info)
Beware of things that "work" in movies. I've been led astray by that too many times.
BTW, ever wonder why movies start out with an action sequence that often has little to do with the rest of the movie? It's to get your attention. Let's face it, you and I watch the first couple minutes of a movie to decide if we want to invest more time in it or click to the next Netflix movie. (Do we care who the director is? Nope.)
Much in life works the same way.
But for other people, one's name is the least important thing, because of course what it most important to them is what affects them.
Once one realizes this principle, you'll see it in action everywhere.
To your point, though, you'd of course tailor this to your audience. For example: you might say "marketing" or "the engineering team" instead of "Tom, Dick and Harry".
If someone is coming to me with a question, it is extremely helpful to know up front who they are (with respect to their role, not so much their name) in order to immediately start narrowing down the relevant contextual parameters that will be framing my understanding of their problem and my response. I don't want to read a wall of text while thinking of how to respond from an engineering perspective, only to discover at the end that the person lacks technical aptitude.
1. Greeting, of course 2. The ask or most important detail, standing on its own line. (The exec can rapidly say yes or offer feedback if they agree on the face of it, or read on for more detail.) 3. Then do the I see, I'm doing, I want, etc in more detail.
I think execs managing a tremendous workload appreciate if you can invert to this "thesis first before anything else" style—it took me a while to learn this, and I also appreciate it when partner teams who send stuff to me for review follow this style. I think boils down to time management, triage, and giving rapid yes/nos, but you still need to show your work, but if you make your email harder to action it'll get delayed in processing or even forgotten.
Of course, relationship management matters too.
So to your point, yes, this is typically how I would write an email. In fact, the "I am" part of an email is often adequately covered by the 'From' address.
On the radio, in contrast, I would explicitly say something like "This is four-two, actual" before proceeding with the rest.
Rename "Loyalty Check" to "Alignment Check", change nothing else about the meeting or intentions, and it's a positive thing for companies.
That said, bad signs don't always mean bad things; as the author indicated a "Loyalty check" can range from "Just wanted to check in on how things are going and hear some detailed updates straight from the folks at the coal-face" (very healthy and normal) to "So-and-so is getting ready to betray our entire organization and I want you to plug this anonymous USB key into their computer".
If the executive is consistently reaching across the organization that's a bad thing. If they do it once in a while to ensure they have made good staffing decisions, that's a good thing.
I don’t like that “but”. It implies trust and verification are opposites. To the contrary, verification is there to ensure that trust is not hurt in case of a mistake, misunderstanding, or whatever. “Trust and verify” is much better.
Ensuring that there hasn't been a misunderstanding makes a lot more sense. "Verify" is still a misleading word in that equation, though.
I got encouraged to apply to a few jobs at the main office and when I talked to managers there, everyone acted strange and uncomfortable about it and it was obvious nobody wanted someone working “remote” on their team. Eventually they said “oh we’re not hiring for that position this year”. Drastic way to keep remote people out.
But the exec never heard from me or solicited feedback so he wouldn’t have ever known this. So his initiative was dead in the water.
This was when I was more junior. Today I’d just have shot him an email giving him a status report on my experience but in my experience a lot of “ground level” folks are terrified of interacting with execs 5 levels above them in the org.
A follow up meeting with me would have definitely revealed what was going on and he could have taken some action.
I think people deify execs too much. A lot of the time they're just as clueless as the rest of us.
Every company has different standards. Execs as a general population aren't genius or clueless. You have to get specific about the sub-group.
For example, execs at Amazon are likely to be significantly above average in competence. Execs at a 6 month old startup might be anywhere across the spectrum, hard to know.
That being said, I would use this article to understand 1-1s with effective execs.
(Obviously, not normal to do recruiting if there are no positions open)
As things change during this recession, I could see many Seed stage companies pushing to operational break even. If you can keep your annual costs below $1m, and scale to $1m in ARR, you're going to be far better off than companies that have to raise to keep going. If you can grow and sustain the business for another 24-30 months, you'll avoid the game investors are playing now of "let's see how low we can get this valuation".
Of course typically when you play that game you don't actually admit that you're not hiring and you're running out of cash.
As a general rule for Executives, whenever you want to talk to ICs even if Senior ICs, _always_ provide a one-liner on the topic.
So many times I had the secretive email or IM from VPs or CTOs "Can we talk? When is a good time for you?".
Often they have an agenda in their heads but not expanding on it is anxiety inducing for someone working under you in the hierarchy.
It's similar to that rule of thumb that you don't joke about firing someone if they are your direct reports (or even if they are not really).
"Looking forward to our discussion. Can you give me a bit more context for the meeting and an agenda? This way I can be sure to have enough time to properly prepare. Thanks..."
would you say no to that?
There won't be an agenda, because it predetermines possible outcomes.
But it's probably worth considering that even skips for exec-level folks are usually quite senior and should be able to handle an ad-hoc conversation. It's not an approach I'd choose with more junior folks.
Nice one -- will look at some of the author's other posts. :)
He has a book called Staff Engineer which is partly “best hits” from the blog and partly expanded material, which is a good place to start; I find it a bit more focused and well-ordered than the blog (which I also dig, to be clear).
It can start with some Mentoring, the executive might hear something interesting and do some Fact Finding, and then become concerned enough to do some amount of Loyalty Check.
IME, this rule is the one that will keep you grounded through such an experience: "Also try to be kind: my rule in this situations is to always assume what I say will be inadvertently shared with the person who it’s about."
You might call it the Mercury rule; right next to Golden!
Any meeting invitation should make it clear what the meeting is for, so people can come properly prepared. And for group meetings (obviously not an executive 1-on-1), knowing the agenda might allow you to skip the meeting altogether instead of wasting your time.
Absolutely.
And there's a corollary rule of thumb -- anything useful in the meeting will happen in the first 15 minutes. The rest is just time-wasting.
Frankly, I don't care. I don't see the benefit to the team eating lunch with the CIO. I'm not special. I won't get "discovered" or whatever.
Take the meeting, it'll be good for your career.
It's easy to be cynical about this, but it's a universal truth, even outside of work life. Knowing the difference between the official game and the game actually being is part of being competent at whatever it is you're doing. Often, the real game is better, healthier and more productive than the two-dimensional rulebook you're given.
That said, it's totally fair to not want to climb the latter beyond a certain point. But, you seem a bit bitter, so perhaps that's not your case.
Most importantly, any information requested should be provided only after whatever slant is expected has been identified, and then only such as to confirm that slant.
It helps to think of corporate management as direct analogs to communist party representatives. They cannot send you to the GULag, but they can fire you, and will, in a heartbeat.
Mostly because I never know what the the executive is wanting to get out of the meeting, and have never figured out how to find that out.
> its your chance to shine and/or find out what you want.
Except, of course, for all the other communication that happens!