From Problem Spotter to Problem Solver: The Key to Becoming Indispensable at Work
Brooke Brae
Strategic Risk Leader | Sustainability & Workplace Well-Being Championing | Psychosocial Risk & Resilience
Most employees can recognize inefficiencies, but only a few take the next step: solving them.
It’s easy to point out a broken process or complain about something that isn’t working. What’s hard—and what makes you indispensable—is proactively identifying solutions and driving improvements.
Think about it this way:
- ?? A regular employee notices an inefficiency but stays silent.
- ?? A good employee brings up the problem but waits for someone else to solve it.
- ?? A great employee suggests a possible solution but doesn’t take ownership.
- ?? An indispensable employee analyzes the root cause, develops a thoughtful solution, and takes action to implement it.
?? If you want to stand out, don’t just spot problems—solve them.
Let’s break down how to move from problem spotter to problem solver and start making a measurable impact.
?? The 5 Levels of Proposing Solutions & Improvements
?? (1 - Beginner): You recognize inefficiencies but rarely offer solutions.
?? Signs You’re in This Stage:
? You notice when something isn’t working efficiently but don’t bring it up.
? You assume leadership is already aware of inefficiencies.
? You think it’s not your job to fix company processes or workflows.
?? How to Start Moving Forward:
? Shift your mindset—problem-solving isn’t just for leadership. It’s a valuable skill at every level.
? Instead of just observing issues, start asking, “What could make this better?â€
? Take note of recurring bottlenecks and think of small, actionable improvements.
?? Example:
? Basic Approach: You notice meetings are unproductive but say nothing.
? Better Approach: You suggest a structured agenda and time limits to improve efficiency.
?? Step one? Start believing you have the power to improve processes.
?? (2 - Developing): You sometimes suggest changes but lack depth in your recommendations.
?? Signs You’re in This Stage:
? You occasionally bring up ideas but without enough research or context.
? Your solutions lack clear benefits, so leadership doesn’t prioritize them.
? You notice problems but still rely on others to figure out how to fix them.
?? How to Start Moving Forward:
? When you see an issue, think through why it’s happening before offering a fix.
? Gather relevant data—numbers and examples make solutions more persuasive.
? Try running small tests or pilots before recommending a major change.
?? Example:
? Basic Approach: Complaining that onboarding takes too long.
? Better Approach: Noticing that bottlenecks exist due to slow approvals and suggesting a digital approval process to speed things up.
?? At this level, leadership starts paying attention to your suggestions.
?? (3 - Competent): You propose viable solutions that address problems and improve processes.
?? Signs You’re in This Stage:
? You regularly bring up process improvements in meetings or one-on-ones.
? Your solutions are logical, practical, and tied to clear benefits.
? You are becoming known as someone who thinks critically about operations.
?? How to Start Moving Forward:
? Strengthen your problem-solving approach with Six Sigma’s DMAIC framework:
1?? Define the issue – What’s the actual problem?
2?? Measure the impact – How much time/money is being wasted?
3?? Analyze the root cause – Why is this happening?
4?? Improve the process – What’s a practical solution?
5?? Control the fix – How do we ensure long-term success?
? Before presenting an idea, think through potential objections and prepare counterarguments.
?? Example: A finance team spends hours consolidating reports manually every week.
? Basic Approach: Complaining about it.
? Better Approach: Researching automation tools, proposing a cost-effective software, and showing how it would save 10+ hours per week.
?? At this level, leadership sees you as someone who actively improves how the business operates.
?? (4 - Advanced): You provide well-researched recommendations with clear benefits and implementation steps.
?? Signs You’re in This Stage:
? Your solutions are well-structured, backed by data, and clearly actionable.
? You collaborate across teams to ensure your improvements will work.
? Your suggestions regularly get implemented because they’re well thought out.
?? How to Start Moving Forward:
? Use real business metrics to justify your recommendations (e.g., cost savings, time efficiency).
? Instead of just proposing an idea, outline the steps needed to make it happen.
? Anticipate and address potential roadblocks before leadership asks about them.
?? Example: Your company’s customer service response time is too slow.
? Basic Approach: Suggesting, “We should improve customer response times.â€
? Better Approach: Researching a ticketing system that reduces delays, creating a proposal with projected efficiency gains, and collaborating with IT to explore implementation.
?? At this level, you don’t just suggest ideas—you lead the conversation on making them happen.
?? (5 - Mastery): You consistently present forward-thinking solutions that drive measurable improvements and innovation.
?? Signs You’re in This Stage:
? Your solutions don’t just fix problems—they create lasting business impact.
? You predict inefficiencies before they even become an issue.
? Leadership regularly seeks your input on improving workflows and processes.
?? How to Keep Advancing:
? Expand beyond your immediate role—look at how your department or company can evolve.
? Build cross-functional relationships to influence change on a larger scale.
? Stay ahead of trends—study best practices from other industries and suggest innovations.
?? Example: A company is losing clients due to slow onboarding.
? A master-level employee doesn’t wait for leadership to notice—they present a full transformation plan, propose automation, and secure buy-in from key stakeholders.
?? At this level, you’re seen as a leader—not just an employee.
How to Improve Your Ability to Propose Solutions
Proposing solutions is a skill that can be refined and mastered. The best problem-solvers don’t just jump to conclusions—they take a structured approach to diagnosing issues, testing solutions, and communicating their ideas effectively. Here’s how to strengthen your ability to not just spot problems, but solve them—with real-world examples of each in action.
? Ask "Why?" Three Times – Dig Deeper to Find the Root Cause
?? The mistake many employees make? They see a problem, assume they understand it, and immediately jump to a solution—without digging into the real reason it’s happening.
? The smarter approach? Ask "Why?" multiple times to uncover the root cause instead of just treating symptoms. Many business issues aren’t what they first appear to be—what looks like a surface-level problem is often caused by deeper, systemic inefficiencies.
?? How does this work in action? By asking “Why?†at least three times, you move beyond assumptions and identify solutions that fix the problem at its core—rather than applying a temporary band-aid.
Here’s how this approach uncovers hidden challenges in different areas of business:
?? Example in Action: Delayed Client Approvals
? Surface-Level Thinking: "Clients are taking too long to approve proposals."
? Asking 'Why?' Three Times:
1?? Why are approvals taking too long?
? Because clients often request changes at the last minute.
2?? Why do they request last-minute changes?
? Because they didn’t fully understand the proposal earlier in the process.
3?? Why didn’t they understand the proposal?
? Because the initial discussions didn’t include enough clarity on options and scope.
?? Solution: Instead of simply pressuring clients to move faster, a more effective fix would be improving upfront communication, providing clearer proposal summaries, and aligning expectations early.
? Improve Proposal Clarity – Ensure proposals include clear, easy-to-digest summaries.
? Align Expectations Early – Have a structured kickoff meeting to confirm client needs before drafting proposals.
? Preempt Common Edits – Identify frequent change requests and proactively address them in initial discussions.
?? Key Takeaway: The first issue you identify isn’t always the real problem. By asking why multiple times, you uncover the true bottleneck and create a solution that prevents the issue from happening again.
?? Example in Action: Risk Is Seen as a Blocker to Business Growth
? Surface-Level Thinking: "The business sees risk management as a compliance checkbox and a roadblock."
? Asking 'Why?' Three Times:
1?? Why does the business see risk as a blocker?
? Because they believe risk management slows down decision-making and creates unnecessary red tape.
2?? Why do they believe it slows things down?
? Because risk processes are often introduced late in the decision cycle, requiring changes, rework, or additional approvals.
3?? Why is risk being introduced so late in the process?
? Because risk isn’t embedded in strategic planning from the beginning—it’s treated as an afterthought rather than an enabler of smarter decision-making.
?? Solution: Instead of trying to convince leadership that risk is important, a more effective approach is to demonstrate how risk can be a strategic enabler.
? Reframe Risk as a Business Accelerator – Instead of "here’s what we can’t do," shift to "here’s how we can achieve this goal with less exposure and more confidence."
? Embed Risk Early – Integrate risk discussions into the business strategy phase instead of waiting until decisions are already made.
? Use Data to Quantify Trade-Offs – Show leadership how risk management creates speed, agility, and cost savings rather than just adding rules and roadblocks.
?? Key Takeaway: The business isn’t rejecting risk management—they’re rejecting how it’s being positioned. By digging deeper into their resistance, you can reposition risk as a business advantage instead of a compliance hurdle.
?? Example in Action: Low Team Morale & Engagement Due to Constant Change & Poor Communication
? Surface-Level Thinking: "The team is disengaged and unmotivated."
? Asking 'Why?' Three Times:
1?? Why is the team disengaged and unmotivated?
? Because they feel overwhelmed by constant changes and uncertainty.
2?? Why does constant change feel overwhelming?
? Because change is poorly managed—there’s a lack of clear goals, shifting priorities, and no transparency about why changes are happening.
3?? Why is change being handled this way?
? Because leadership is focused on business needs but hasn’t built a structure to guide employees through change effectively. There’s no clear communication plan, no defined roles, and remote work silos make it harder to build alignment.
?? Solution: Instead of trying to boost morale with surface-level engagement activities, focus on fixing the root causes of disengagement by improving change management and team alignment.
? Clarify Goals & Priorities – Create a transparent roadmap outlining what’s changing, why, and how it impacts each role.
? Define Roles & Responsibilities – Ensure each team member knows their role in the bigger picture to reduce uncertainty.
? Improve Change Communication – Implement a structured change management approach with regular updates, Q&A sessions, and leadership visibility.
? Bridge Remote & Siloed Teams – Introduce structured check-ins, cross-functional collaboration opportunities, and digital engagement strategies.
?? Key Takeaway: Low morale isn’t just about “lack of motivation.†It’s often a symptom of poor leadership communication, lack of clarity, and social isolation. By addressing how change is managed and communicated, you can rebuild trust, engagement, and alignment across teams.
?? Example in Action: High WIP (Work in Progress)?
? Surface-Level Thinking: “Our WIP is too high, and it’s hurting cash flow.â€
? Asking 'Why?' Three Times to Get to the Root Cause:
1?? Why is WIP so high?
? Because invoices aren’t being sent out quickly after work is completed.
2?? Why aren’t invoices being sent out quickly?
? Because project teams delay finalizing deliverables, which means billing milestones aren’t triggered on time.
3?? Why are project teams delaying finalizing deliverables?
? Because there’s a lack of clarity around when a project phase is considered complete, and consultants are over-servicing clients instead of wrapping up engagements efficiently.
?? Solution: Instead of just pushing finance teams to speed up invoicing, the real fix is optimizing project management and service delivery processes.
? Implement clear milestones and define what "done" looks like for each phase of a project.
? Train consultants to balance quality with efficiency, ensuring they don't over-service beyond the agreed scope.
? Automate invoice triggers tied to milestone completion, ensuring invoices are generated immediately when a phase is complete.
?? Key Takeaway: The problem isn’t just slow invoicing—it’s a lack of clear project completion criteria and scope control. By digging deeper, the solution moves from finance alone to fixing project execution and consultant behaviors.
Final Thought: The Power of Asking "Why?" Three Times
?? Many workplace challenges are misdiagnosed because people only look at surface-level symptoms. By training yourself to ask why multiple times, you:
? Solve the real problem rather than temporary fixes.
? Reduce frustration by eliminating recurring issues.
? Become a trusted problem-solver instead of just another person identifying problems.
?? Indispensable employees don’t just see problems—they uncover the root cause and fix them at the source.
? Do Small Tests Before Big Changes – Pilot Before Scaling Up
Many workplace initiatives fail—not because they’re bad ideas, but because they’re rushed into full-scale implementation without testing. Leadership wants proof, not guesses.
?? The mistake many employees make? They identify a problem and immediately push for a company-wide fix without data to support their solution. When leadership hesitates, they feel dismissed.
? The smarter approach? Pilot first, scale later. A small test provides real results, allowing you to refine your solution, gather data, and make a strong business case for expansion.
Here’s how piloting works across different areas of business:
?? Example 1: Improving Employee Onboarding
? The Wrong Approach: "Onboarding isn’t working—we need a complete overhaul for all new hires."
? Piloting First: "Let’s test one key change in a single department before rolling it out company-wide."
?? Scenario: A company struggles with high first-90-day turnover among new hires. Instead of rebuilding the entire onboarding program, HR runs a small, focused test:
1?? They introduce a buddy system in one department, pairing new hires with experienced employees.
2?? After three months, turnover in that department drops by 30% compared to others.
3?? HR presents the data-backed case study to leadership, securing buy-in for company-wide expansion.
?? Why It Works: A low-risk, targeted test proves that structured mentorship enhances retention—without overhauling the entire onboarding process.
?? Example 2: Rolling Out a Governance Framework
? The Wrong Approach: "We need stronger governance—let’s roll out company-wide policies immediately."
? Piloting First: "Let’s implement governance changes in one function before expanding across the business."
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?? Scenario: Leadership wants to implement a new governance structure for decision-making across all business units. Instead of forcing immediate company-wide compliance:
1?? They pilot the new framework in one business function with a history of operational inefficiencies.
2?? They track how governance changes impact decision-making speed, risk management, and accountability.
3?? Based on feedback, they adjust policies before rolling out the final version across the organization.
?? Why It Works: Governance changes often meet resistance. Testing first allows leadership to adjust the framework and create internal champions before full-scale adoption.
?? Example 3: Launching an Enterprise Risk Management (ERM) Program
? The Wrong Approach: "Risk management needs to be embedded across the company—let’s make it mandatory in every function right away."
? Piloting First: "Let’s start with one service line, prove value, then expand."
?? Scenario: Risk teams struggle to gain business buy-in because risk is seen as a compliance hurdle rather than a business enabler. Instead of forcing an ERM program on every function:
1?? They introduce ERM practices in one high-impact service line to test adoption.
2?? They work closely with leadership to embed risk into decision-making, rather than positioning it as an obstacle.
3?? After demonstrating how proactive risk management improves efficiency, they secure buy-in for expansion to other business areas.
?? Why It Works: Instead of pushing policies onto an unwilling audience, the risk team proves value first—making business leaders want ERM, rather than feeling forced into compliance.
?? Example 4: Addressing Burnout & Workplace Culture with a Psychosocial Risk Program
? The Wrong Approach: "Employees are burned out—let’s launch a company-wide wellness initiative."
? Piloting First: "Let’s run targeted interventions in one high-stress function before expanding."
?? Scenario: Leadership acknowledges growing burnout, disengagement, and retention issues—but they aren’t sure what interventions will actually help. Instead of launching broad, vague wellness programs:
1?? They pilot a psychosocial risk assessment in a high-stress function (e.g., consulting, legal, or sales).
2?? They identify top workplace stressors—unclear roles, excessive workload, leadership gaps, and remote work silos.
3?? They introduce structured interventions: clear role definitions, flexible workload planning, leadership training on psychological safety, and structured team check-ins.
4?? Over six months, they track improvements in engagement, productivity, and retention.
5?? With proven success, they expand the program to other departments.
?? Why It Works: Instead of guessing what will fix burnout, leadership pinpoints the real workplace issues first—ensuring solutions are data-backed and sustainable.
?? Key Takeaways: Why Piloting Before Scaling Works
? Reduces risk – Fix issues before full implementation.
? Proves business impact – Leaders respond to data, not opinions.
? Refines the approach – Make necessary adjustments before scaling.
? Increases leadership buy-in – Proven success makes approval easier.
?? Indispensable employees don’t just suggest ideas—they prove them.
?? Big, company-wide initiatives are rarely successful without testing first. If you want to make a lasting impact, start small, measure success, then scale.
? Track the Impact: Why Leadership Cares About Data-Backed Solutions
One of the biggest reasons great ideas don’t get implemented? They lack proof.
?? The mistake many employees make? They propose changes based on intuition or anecdotal evidence, assuming leadership will take their word for it.
? The smarter approach? Track before-and-after results to show measurable improvement. Data-backed solutions make it easier for leadership to approve changes because they demonstrate real business impact.
Here are four examples of how tracking impact leads to smarter decision-making and faster buy-in:
?? Example 1: Reducing Report Processing Time
? The Wrong Approach: "We should automate some of our reporting tasks."
? Tracking Impact First: "Let’s measure the current workload, implement automation, and compare the results."
?? Scenario: A finance team spends 15 hours per week manually consolidating reports. An employee suggests automating part of the process using a simple macro in Excel.
1?? Before implementation, the employee tracks the time spent on the manual process for two weeks.
2?? After the automation is introduced, they track the new processing time and find that it reduces effort from 15 hours to just 5 hours per week.
3?? They present the before-and-after comparison to leadership:
- Time saved: 10 hours/week
- Efficiency gain: 66% reduction in workload
- Potential company-wide impact: If rolled out across teams, it could save hundreds of hours per year.
?? Solution: This isn’t just a suggestion—it’s a proven improvement with tangible results. Numbers get leadership’s attention.
?? Key Takeaway: Leadership doesn’t just want to hear your ideas—they want proof that they work. If you track the impact of your suggestions, you’re much more likely to gain traction and credibility.
?? Example 2: Addressing Psychosocial Risk & Burnout
? The Wrong Approach: "Employees are burned out—we need wellness initiatives."
? Tracking Impact First: "Let’s measure burnout levels, introduce targeted interventions, and track improvements."
?? Scenario: Employee engagement surveys show high stress, disengagement, and burnout, but leadership isn’t sure what’s causing it. Instead of launching generic wellness programs, HR and Risk teams take a data-driven approach:
1?? They introduce an anonymous burnout risk assessment, tracking factors like workload, clarity of expectations, leadership effectiveness, and psychological safety.
2?? Based on the results, they identify three main stressors:
- Lack of clear roles and responsibilities
- Poor change management and shifting priorities
- Isolation due to remote work and silos
3?? They roll out a pilot intervention in a high-stress team:
- Clarify roles & priorities through structured goal-setting
- Improve leadership training in change management
- Introduce structured check-ins to improve collaboration
4?? After six months, they retest engagement and burnout levels. Results show:
- 30% improvement in reported role clarity
- 25% reduction in reported work stress
- Increase in team morale and retention
?? Solution: Instead of assuming what will help, they gather real data, test targeted changes, and measure improvements—making leadership more willing to invest in scaling these solutions.
?? Key Takeaway: Leadership is more likely to act on burnout solutions when they see clear, measurable impact.
?? Example 3: Prioritizing Risk & Compliance Work with a Criticality Assessment
? The Wrong Approach: "We’re spread too thin—we need more resources to handle risk and compliance reviews."
? Tracking Impact First: "Let’s build a defensible framework to prioritize critical risks and measure workload impact."
?? Scenario: The risk and compliance team is overwhelmed with ad hoc requests, performing risk reviews, compliance checks, and business continuity assessments without a structured prioritization system. Leadership is hesitant to add headcount without a clearer business case.
1?? The team introduces a Criticality Assessment Framework, ranking service lines and projects based on:
- Regulatory exposure (high-risk compliance obligations)
- Financial impact (revenue at risk if an issue occurs)
- Operational dependency (criticality to core business functions)
2?? They test the framework on five business units, comparing results with past work patterns.
3?? Findings reveal:
- 30% of requests were low-impact and could be deprioritized.
- High-risk areas were previously underserved due to lack of structured prioritization.
4?? After six months, the team presents data showing time saved and improved focus on critical risks.
?? Solution: Leadership approves the framework for company-wide use, ensuring risk and compliance work is strategically prioritized rather than handled reactively.
?? Key Takeaway: When risk and compliance work is random and ad hoc, it’s easy for leadership to overlook the value. A structured, data-backed prioritization system ensures resources are directed where they matter most.
?? Example 4: Implementing a Maturity Model Framework to Standardize Assessments
? The Wrong Approach: "Different business areas define success differently—we need alignment across the company."
? Tracking Impact First: "Let’s introduce a standardized Maturity Model and test it in one function before rolling it out."
?? Scenario: The company lacks a consistent way to measure performance, risk, and compliance across business units. Each team operates differently, making it difficult to identify gaps and prioritize improvements. Instead of forcing immediate company-wide adoption, leadership agrees to a pilot phase:
1?? They introduce a Maturity Model Framework to assess each function based on:
- Policies & Processes (documented procedures and governance)
- Metrics & Measurement (how success is tracked)
- Culture & Adoption (how well frameworks are embedded in daily work)
2?? They test the model on three departments, evaluating their governance, compliance, and operational effectiveness.
3?? Findings reveal:
- Some departments have robust policies but poor adoption (compliance on paper, not in practice).
- Others have strong execution but lack measurement, making it hard to show business impact.
4?? After refining the framework based on pilot results, leadership approves full implementation across all business units.
?? Solution: Instead of imposing a one-size-fits-all framework upfront, they test, refine, and demonstrate impact—making leadership more likely to support the initiative.
?? Key Takeaway: Maturity models provide objective, consistent assessment criteria, helping organizations identify and address gaps strategically.
?? Final Takeaways: Why Tracking Before-and-After Data Works
? Eliminates uncertainty – Leaders need evidence before making decisions.
? Strengthens your case – Data proves impact better than opinions.
? Allows for adjustment – Small tests identify what works before full rollout.
? Increases leadership buy-in – Proven success makes approval easier.
?? Indispensable employees don’t just suggest ideas—they back them up with real results.
?? If you want leadership to say YES, track and prove the impact of your ideas before asking for buy-in.
? Improve Your Persuasion Skills – Pitch Ideas in a Way That Gets Leadership Buy-In
? The mistake many employees make? They present ideas the way they see them, not the way leadership needs to hear them.
Many employees get frustrated when leadership doesn’t act on their suggestions. They assume it’s because leadership doesn’t care or is resistant to change. In reality, most ideas don’t gain traction because they’re not framed in a way that aligns with leadership’s priorities.
? The smarter approach? Frame your idea in leadership’s language. Show how it supports strategic goals, use data to back up your case, and present it in a way that makes decision-making easy.
Here are four examples of how to pitch ideas in a way that leadership can’t ignore:
?? Example 1: Making the Business Case for Psychosocial Risk Management
? The Wrong Approach: "We need to improve psychological safety and mental health at work because employees are stressed."
? The Smarter Approach: "By addressing psychosocial risks, we can improve client experience, reduce attrition, and enhance business performance."
?? Scenario: Leadership is reluctant to invest in psychosocial risk management because they see it as a soft issue rather than a business priority. Instead of framing it as just a wellness initiative, it’s positioned as a strategic enabler of business success:
1?? Client Experience: When employees feel psychologically safe, they’re more engaged, resilient, and effective in handling complex client challenges. A burnt-out workforce leads to lower service quality, errors, and poor client retention.
2?? People & Retention: Studies show that organizations with strong psychosocial risk management see reduced attrition and higher engagement, cutting recruitment and training costs while increasing knowledge retention.
3?? Business Growth & Innovation: A culture of psychological safety encourages creativity, innovation, and proactive problem-solving. Teams that fear failure or backlash hesitate to take risks, slowing the company’s ability to scale and evolve.
?? How to Frame the Pitch:
? Instead of “This is about mental health,†say “This is about reducing turnover, protecting client relationships, and fostering a culture that drives innovation and business success.â€
? Instead of “Employees are struggling,†say “Low engagement leads to costly turnover and reduced client satisfaction, directly impacting revenue.â€
? Instead of “We should train leaders on psychological safety,†say “Equipping managers with psychosocial risk skills improves team performance, leading to better client outcomes and stronger long-term business growth.â€
?? Key Takeaway: Leadership prioritizes client success, scalability, and financial health. Frame psychosocial risk as a business driver—not just a wellness initiative.
?? Example 2: Getting Leadership to Invest in Risk Management
? The Wrong Approach: "Risk is important—we need more resources and leadership support."
? The Smarter Approach: "Strategic risk management protects revenue, strengthens client trust, and enables the business to scale efficiently."
?? Scenario: Leadership sees risk management as a cost center rather than a strategic enabler. Instead of focusing on risk for risk’s sake, the pitch connects risk management to growth, client retention, and operational resilience:
1?? Client Trust & Reputation: Clients want to work with firms that manage risk proactively. Demonstrating strong risk controls builds trust and credibility, leading to competitive differentiation.
2?? Operational Resilience & Scalability: Effective risk management prevents costly disruptions, regulatory fines, and reputational damage, ensuring the business can scale without being derailed by unexpected risks.
3?? Enabling Faster, Smarter Decisions: Risk should be embedded in business strategy—not treated as an afterthought. When leadership integrates risk into decision-making early, it reduces bottlenecks, rework, and late-stage approvals, allowing the business to move faster.
?? How to Frame the Pitch:
? Instead of “Risk teams need more support,†say “Strategic risk management reduces regulatory fines, prevents costly disruptions, and enhances client trust—driving long-term revenue.â€
? Instead of “We need a risk framework,†say “By embedding risk into decision-making, we can move faster and scale more efficiently without exposing the business to unnecessary threats.â€
? Instead of “Compliance is critical,†say “Proactive risk management ensures we don’t just react to challenges—we anticipate and mitigate them before they impact the business.â€
?? Key Takeaway: Risk isn’t just about preventing bad things—it’s about enabling the business to grow with confidence. Position risk as a strategic enabler, not a blocker.
?? Example 3: Justifying Investment in a Maturity Model for Consistency Across Business Units
? The Wrong Approach: "We need a standardized framework to assess all business units fairly."
? The Smarter Approach: "A maturity model provides leadership with clear, objective insights to drive strategic investment and performance improvement."
?? Scenario: Leadership struggles to compare the performance, risks, and strategic priorities across different service lines. Each business unit operates with different standards, making it hard to prioritize resources and improvements. A maturity model provides a structured, data-driven approach:
1?? Standardized Assessment: Instead of subjective performance reviews, a maturity model uses consistent criteria to evaluate governance, risk, compliance, and operational effectiveness.
2?? Clear Prioritization for Investment: Leadership gains insight into which areas need more support and which are already high-performing—allowing smarter allocation of resources.
3?? Stronger Competitive Positioning: Clients and regulators see a company that systematically improves over time, reinforcing trust and compliance.
?? How to Frame the Pitch:
? Instead of “We need a maturity model,†say “A standardized framework helps leadership identify strengths, gaps, and investment priorities across the business.â€
? Instead of “Different teams assess risk differently,†say “A maturity model provides objective, measurable criteria that ensure consistency in performance evaluation.â€
? Instead of “This will improve compliance,†say “This will create a structured, data-driven approach to decision-making, making it easier to justify investments and demonstrate continuous improvement to stakeholders.â€
?? Key Takeaway: Leadership wants clear, measurable insights to drive business decisions. A maturity model isn’t just a framework—it’s a tool for smarter, more strategic leadership.
?? Example 4: Introducing a Client-Focused Initiative to Improve Service Delivery
? The Wrong Approach: "We should implement a client feedback system because it’s best practice."
? Leadership-Aligned Approach: "A structured client feedback program will help us increase retention, refine service offerings, and identify upsell opportunities."
?? Scenario: Leadership wants to improve client retention and service quality but isn’t sure where to start.
1?? Instead of focusing on the feedback tool itself, the employee ties it to business growth:
? Retention & Revenue: Identifying early signs of client dissatisfaction allows for proactive retention efforts.
? Service Optimization: Real-time feedback ensures that service lines evolve based on client needs, not assumptions.
? Expansion & Upselling: Understanding client pain points uncovers opportunities for new services and additional revenue streams.
2?? They propose piloting the feedback system in one high-revenue service area before scaling.
3?? They present industry data showing how companies with structured client feedback programs outperform competitors in retention and revenue growth.
?? Solution: Leadership approves the initiative as a strategic growth tool rather than just a process improvement.
?? Key Takeaway: Leadership acts on initiatives that drive revenue and retention—not just ones that improve processes. When pitching, show how your idea ties directly to business success.
Final Takeaways: How to Get Leadership Buy-In for Any Idea
?? Speak the Language of Leaders – Leadership makes decisions based on strategic priorities. Frame your ideas around how they will impact them.
?? Use Data & Real Examples – Leadership prioritizes measurable impact over assumptions. Track the before-and-after impact of your suggestions.
?? Make Decision-Making Easy – Provide a clear plan, anticipated challenges, and a phased approach so leadership can confidently say yes.
?? Employees who learn to pitch ideas effectively don’t just suggest improvements—they shape the future of the business.
?? Great ideas don’t sell themselves—how you pitch them determines whether leadership listens.
?? If you want leadership to buy in, don’t just tell them what needs to change—show them why it impacts business success.
The Indispensable Advantage: Become a Solution-Oriented Leader
?? Employees who identify problems are helpful.
?? Employees who bring solutions are valuable.
?? Employees who drive lasting improvements are indispensable.
If you want to stand out at work, don’t just say, “This isn’t working.†Be the one who says, “Here’s how we can fix it.â€
?? And that’s how you play chess while everyone else plays checkers. ??
?? Have you ever proposed a solution that got implemented? Share your story in the comments! ??
Transparency Note: This article is based on my own ideas, experiences, and perspectives. To enhance clarity and structure, I used ChatGPT as a collaborative writing tool to help refine the wording and ensure the message is as impactful as possible. The strategies, insights, and examples shared here reflect my thoughts and approach to problem-solving in the workplace.
Tax Director, PMP, IRS Enrolled Agent
2 周Excellent thoughtful article, Brooke. Thank you! I'm taking away from it the habit of digging deeper at root cause and asking "why" 3 times.