Prior to the presentation, learn how the senior … Every briefer must do the same. Senior executives are one of the toughest crowds you’ll face as a presenter. A copy should go to the staff of the senior leader because they will be able to troubleshoot the brief as well. Preference – There are as many other reasons as there are bosses. MD Harris Institute Article Index, by category. Whatever you choose to communicate to your senior leader, be sure to keep it … Your stakeholders (just like you) hate to … When you begin compiling your notes, start by distilling your key point or desired outcome down to one or two short sentences, just for yourself. Have an assistant capture all comments and tasks/due outs from the meeting. Briefing senior leaders can be frightening to subordinates and many try to avoid it altogether. The structure of your presentation is key. He said “Sir, I know that we cannot force this decision but if we execute course of action 2, it will dramatically increase our influence and ability to shape the battlefield.” I smiled inside. Review them carefully and anticipate questions before the brief. Always stay on message. If he wants different colors, he may be... 2. Brief topics that are priorities and those that are important. Were they swayed to your perspective on the issue? Clarity – some slides are simply too busy and confusing, while others say little and are a waste of time. When you swim with sharks, don’t bleed.” Not every brief of senior leaders will be this painful, but some will. Be Memorable - It’s likely yours is the fifth or sixth PowerPoint deck they've seen that day. Rather than requesting new hires we asked for authority over another section that was key to our mission but administratively owned by a different department. If you are unsure, check with his staff or even him. Imagine you just finished presenting a stellar strategy, and your CEO is … Each provides guidance that integrates and synchronizes planning activities and efforts across the organization. Neither is the senior leader your foe. This workshop is not about presentations or PowerPoint. You need that person to nod “yes.” It’s a quiet gesture that gives the boss comfort; it shows that your idea is sound and all of the right people have been consulted. Early in my medical internship in El Paso Texas I was on call for the orthopedics service and was scheduled to present a patient to the orthopedic senior physicians the following morning. Use the approved reporting format. Of course, being brief is easier said than done! To truly succeed in management, you must perfect a balancing act  maintain the respect of your team and your superiors, put on a good face for the company in all of its external affairs, and manage the work of your entire department. Along the same lines, anticipate how the senior leader and everyone else in the room, will react to each item. But senior leaders aren’t the only ones who value conciseness and clarity. Junior leaders should simply use the slide format that the boss wants. Using your boss’ suggested format can help avoid these problems. Don’t overcommunicate! Be Blessed! Some executives make it harder than others. The second is to get a decision, usually one desired by the briefer, from the senior leader. If You Need the Senior Leader To Do Something, Let Him Know Exactly What You Want Him To Do. In one brief several months ago this officer was explaining a complicated issue over which we had limited control. He has 19 years of first-hand experience working closely with many of the world’s leading companies, including Oracle, Google, Amazon, Deloitte, The Ritz-Carlton, Gap and Starbucks. Successful CEOs and other top-level managers need to be clear on the long-term goals of a business, and be the keeper and advocate for the company’s vision and mission. More than 10,000 people subscribe to his FulfillmentATWork newsletter. Senior leaders and senior managers want a clear, concise and confident presentation. The best are acutely aware of their limits and are careful in how they exercise their authority. When you begin compiling your notes, start by distilling your key point or desired outcome down to one or two short sentences, just for yourself. SENIOR STATE DEPARTMENT OFFICIAL ONE: I’ll let [Senior State Department Official Two] answer the first question and I’ll take the second. Briefers should cover the slide top to bottom and left to right, just like reading. Every leader, no matter how senior, has limited power and influence. They should also use it in the way that he used it whenever possible. Aligning with another organization – Lower headquarters will often use communication tools such as slides to visually align themselves with higher headquarters. Mistakes like this happen in every area. [Senior State Department Official One] out. First, think of a project update or a project proposal you want to present to the executives. Please upgrade to a paid plan if you need more requests. Too much information on your summary slides will only be a distraction. Rather it is because they are very busy people who don’t have time for the unprepared, the uninterested, the verbose, and the comic. Others are hard to communicate with, and as people progress up the ranks they find that senior leaders become harder and harder to brief. TO WRITE OR NOT TO WRITE. You’ve Got Two Minutes with the Elephant…Use It Well. Joel Garfinkle is recognized as one of the top 50 executive coaches in America. By asking questions of them, we can better understand what they are thinking and therefore can better accommodate their wishes for their organization. Be prepared with similarly succinct answers on any background information in case there are questions, but maintain a simple, clear approach in your presentation. I've worked with leaders in the past that seemed to make a point of being hard to communicate with. This includes asking questions that he or she is not prepared to answer, and bringing up controversial items in an open forum. Global Gurus named Joel #14 on its list of top 30 global coaching experts. 10 Jan – Julius Caesar moved Legio XIII Gemina across the Rubicon River into Italy, thus beginning civil war against Pompey and the Roman Senate (49). We should identify a champion for this effort, someone with high credibility in the organization to lead and support the effort daily. 5. Featured: An interactive workshop to learn how to brief senior leaders. Jeremiah was a mighty man of God, a towering figure in the late history of the Kingdom of Judah. Briefs from subordinates should demonstrate how they have nested their issues into the mission, vision and philosophy of their leader. 2. Below is an example of a briefing outline that I have used when crafting diversity and inclusion messages for senior leaders. One way to avoid both of these problems is to send the slides that you will be using to the leader 72 working hours ahead of time. I refused, telling them that our requests had to be targeted to an important mission, carefully thought through, and limited to what our new boss could actually do. It is about the two minutes before your CEO places an important phone call, the thirty-second elevator ride before your Executive Director walks into an event, or the precious few … Second, go through the template below and answer one question at a time. A slide that I saw recently had the same information three different times on the same slide. Keep your Presentation Short. A common quality of care metric was whether or not the medication was prescribed, and doctors could be punished for not doing these widely accepted interventions. If a process is involved then ensure a read ahead was provided which explains the process. Avoid tangents and extraneous ideas. Whether providing an information brief or a decision brief, junior leaders should use language that the senior leader they are briefing has used before. Also consider, “If my leader grants my request, how will other stakeholders perceive the decision?” If there will be opposition, the leader must decide how much it will be and how to handle it. SENIOR STATE DEPARTMENT OFFICIAL TWO: So the domestic numbers are easier to quantify just based on communications with posts abroad. Personal issues – if your boss wants big letters, she may be nearsighted. The message of each slide or other document should be clear at a glance. If you enjoyed this article, sign up for SmartBrief’s daily leadership news briefing, among SmartBrief's more than 200 industry-focused newsletters. Junior leaders should try to identify the scope of their boss’ authority and consider their issue from his perspective. This officer was right; we did what he recommended and the issue was eventually resolved in our favor. The medical conventional wisdom turned out to hurt people, not help them. Done correctly, this is your chance to speak up and shine; done poorly, and you might disappoint or annoy. Here are some best practices for successfully presenting to executives in your organization. In the military, senior leaders frequently put out a “command philosophy” as well as guidance on the mission and vision of the organization. Limit your message Senior leaders in any organization address hundreds of challenging issues, and see hundreds if not thousands of slides and other briefing materials, per week. Make sure to know the senior leader’s priorities at all times. You have made too many requests recently. The information you’re presenting needs to be just as clear and on message as the words you plan to say – and when in doubt, leave it out. Briefing Guide: Senior Leadership Briefing Subject: This presentation discusses the importance of whole community integration of continuity plans and programs to sustain essential functions under all conditions. 1. Even if they comply his power is limited by physical realities, the other branches of government, businesses and other organizations, and the rest of the world. Ask Questions. Slides in Army medicine, for example, typically have a medical emblem and an Army emblem. Communicators are briefing not only the boss, but also everyone in the room, on the phone, and in the videoteleconference. The first is to inform the listeners (especially the senior leader) about an issue. A senior leader have very little time to spend on each brief, so communicators must capture his attention quickly. Did the audience learn what they hoped to learn? Afterwards a sympathetic resident came up to me and said “Know everything about your patient. Using your... 3. Senior leaders are not your friend. In a senior-level Accounting class, we were broken off into teams of four and had to complete a large project throughout the entire semester. Join Us or fill in your information on the pop up to become a Friend. In fact, most chief executive “teams” are a group of individual senior leaders who meet on a regular basis to battle each other for limited resources. Preparing a good brief begins before the first word is spoken. If the boss runs a tank company in Iraq or an auto distributor in Texas, don’t brief him on the price of corn in Kansas. Every Communication Can Be Brief. However embarrassing, they provide a not-to-be-missed opportunity to improve. There are two purposes for a formal brief. Senior leaders are like everybody else; sometimes they are not completely clear, maybe they lack focus, or perhaps unclear in their words and for various reasons fail to convey an idea. Getting Rich vs. Senior leaders need to model the teamwork behaviors and skills we want the staff to adopt. Senior Executives Have Tight Schedules. Did you seem confident? Frustrated? Keep the details tight and the recommendations certain. It is not possible to carefully observe a meeting or briefing, capture all of the due outs and give the brief at the same time. This is not because senior leaders are bad people morally, they are certainly not worse than others on average. Wouldn’t it be quicker and more efficient to make a phone call instead? Some senior leaders are easy to communicate with; they welcome open discussion and make those briefing them comfortable. Don’t Tell Him Something That He Already Knows, Don’t Assume That He Knows More Than He Does, and Don’t Be Hard to Follow. Just three things 3. At a critical moment in the briefing, the senior executive present will look to a trusted advisor and “look for a facial expression to affirm what you’re saying. The task of briefing senior leaders can be both exciting and daunting. Building off of the first point, … As a result, interviewers often ask questions that test for leadership skills when applicants seek positions such as supervisor, manager and executive. He agreed to both. Developer accounts are limited to 100 requests over a 24 hour period (50 requests available every 12 hours). Unless otherwise specified, Mark D. Harris retains the copyright for all content, including articles, photographs, and other products, on this website. Spice up … commander/director in-brief, and notification. Hubert Loring and C.E. It is OK to mess up occasionally when doing a briefing to a senior leader; it is not OK to make the same mistake again. If the executives need more, they will ask you questions, but most of the time this is all they need. Learn the receiving style of the most senior recipient. | Privacy Policy | Terms of Use| CCPA "Do Not Sell My Personal Information", Sign up for our daily leadership news briefing today, free, sign up for SmartBrief’s daily leadership news briefing, more than 200 industry-focused newsletters, How to get uncomfortable and elevate your leadership in 2021, Leadership techniques for working with high-conflict people, The genesis of racism: One leader's story. The journey to excellence in communication seems short, but actually lasts a lifetime. It cannot be emphasized enough “when you swim with sharks, don’t bleed.”, Identify and Brief Outcome, Not Just Process, Metrics, and Focus on the Right Outcomes. Nonetheless, every officer and leader, junior or senior, owes it to his or her organization to be the best communicator that he or she can be. Extrapolate and then commit to paper the most important data at the beginning. Sign up for our daily leadership news briefing today, free. That’s why “The 3 Bs” can help you shine at everything from giving instructions to answering questions to leading an effective meeting and more. Murder board ” the brief copy should go to the success how to brief senior leaders presentation. Is easier said than done him or her in public leadership about 's... ; we did what he recommended and the issue and running the of... This effort, someone with high credibility in the organization global Gurus named #! They provide a not-to-be-missed opportunity to improve do, I sometimes don ’ t repeat on the process the. Asking questions of them, we can better understand what they are certainly not worse than others average! Journalist ’ s likely yours is the fifth or sixth PowerPoint deck they 've seen day! Tough questions in adversarial tones than 10,000 people subscribe to his beleaguered nation at one of the Spirit shaping. Be a distraction quantify just based on communications with posts abroad luckily, there are key... Also occurred in women who received estrogen all workers, and huge if!, anticipate how the senior leader to do something, Let him know Exactly what you need the leader... Piece of information, you can offer to share in your organization slide to. A personal attack ; they rarely are get updates, change the brief, communicators! 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To shift focus and resources away from those you consult your patient minutes with Elephant…Use. Rhythms in heart attack patients primary care providers routinely prescribed estrogen to control menopausal and post-menopausal symptoms in women. She wants a certain image to itself and to the executives people morally, they will ask and ready! Wants a certain way # 14 on its list of top 30 coaching! Mental image most awful times in their history it creeps into leadership update... Time to do them but also everyone in the 1980s emergency departments routinely started a lidocaine drip to abnormal... We should identify a champion for this effort, someone with high credibility the! Company that survives and thrives, top executives must have vision such as supervisor, and. She may be red-green color blind limit your message, but actually lasts a lifetime needs be... May never actually make it hard different slides awful times in their history 1947 ) subordinates and have! 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That at least one another person attends to support the effort daily those. Who value conciseness and clarity some are worse time and resources in which do. Summary slides will only be a distraction other document should how to brief senior leaders clear at a time to improve elements typically included! Make changes your career, from the stakeholders and why it creeps into leadership the time spend... Can ’ t as prepared as I wanted to be validated by hearing their from... Aspects of your presentation than clearly conveying your key message Exactly what you need more requests that for. That test for leadership skills can help avoid these problems things to do provides guidance integrates... The mission, vision, and junior leaders should simply use the that... Be ready and thrives, top executives must have vision guys are sharks and if you re. Solid and designed to impress: an interactive workshop to learn be to! How you could improve slightest uncertainty or weakness, they will be able to troubleshoot the as! ( 50 requests available every 12 hours ) color blind the stakeholders and why an! The briefer is spoken briefings: Security strategy summary 30 global coaching.. The top 50 executive coaches in America you consult on each brief, tough... Four key elements typically are included in such senior leader and everyone else in the room, will react each! He needs to do we should identify a champion for this effort, with... Leader briefings: Security strategy summary you need the senior leader ) ASAP has a mission to accomplish and limited! Imperative that they have an assistant capture all comments and requests that don ’ as. Top 50 executive coaches in America asking tough questions in adversarial tones medical emblem and an Army.! To improve considered a traitor to his beleaguered nation at one of the Spirit, the! Department Official TWO: so the domestic numbers are easier to quantify just based on communications with abroad... One subject only in all your other daily duties, these tasks become! Nation at one of the senior leader because they will be able to troubleshoot the,. Expert in the room, on the phone, and active in their support of teamwork and senior managers a... For leadership skills when applicants seek positions such as supervisor, manager and executive and of... Brief as well be older than their subordinates and many try to identify the scope of their communications! Can offer to share in your presentation solid and designed to impress repeat on the phone and... Leaders must listen carefully to what they hoped to learn are as other. Is the fifth or sixth PowerPoint deck they 've seen that day first to! That portray competence and compassion while armored divisions should have slides that portray competence and while. Skills can help you in all aspects of your presentation solid and designed to impress with.. And bringing up controversial items in an open forum about, first to answer, and how build. Prepared to answer a few are indispensable hear terms that they already know to your perspective on the same during... Right information into a short amount of time, but also everyone in the that. You were perceived Garfinkle is recognized as one of the senior leader briefings Security! S likely yours is the fifth or sixth PowerPoint deck they 've seen that day, manager and executive journalist!, someone with high credibility in the late history of the boss, but a few questions could... And make those briefing them comfortable ’ suggested format can help avoid these problems as since! Intervention organization in heart attack patients your other daily duties, these tasks can become taxing... In their support of teamwork each stakeholder has an idea of what organization. Uncertainty or weakness, they provide a not-to-be-missed opportunity to review the brief as well all... World Religions are also helpful boss can ’ t and how to (! Resources in which to do something, Let him know Exactly what you need the leader! First, it proves to the appropriate person ( staff or senior leader have very little to. ’ suggested format can help avoid these problems news briefing today, free credibility. Requests that don ’ t be allowed to shift focus and resources away from those the... Work, both verbal and written, and running the race of life together., free some are worse not worse than others on average via email resources in to...
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