How to appropriately push back on requests from leadership

How to appropriately push back on requests from leadership

Today I'm covering how to appropriately push back when you're inundated with project requests.

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And first, a quick story on the inspiration for this topic…

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There we were this past Sunday evening at a bar in Denver.??

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We'd just left the Broncos game where they won 38-0 over the Chiefs and solidified a spot in the playoffs for the first time since 2015.? WOO!? (And don't worry, 49ers will always be my #1!)

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Needless to say, energy was high!

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My good friend looks at her phone and audibly grumbles.

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The cause?

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She'd looked at her email and saw a flurry of urgent project requests from leadership.

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“How can they possibly expect us to do all of this with high quality?”??

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She then immediately expressed concern about burnout for her people as these demands will only get accomplished through heroic efforts.

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And given the conversations I've had with others this week, my friend is not alone.

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I'm guessing many of you are feeling it right now as well.

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So let’s add some tools to your toolbelt for when you’re wanting to address the volume and urgency of work you and your team are being asked to tackle.

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I'm going to cover:

  • A powerful mindset
  • 3 ways to manage up and across

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Powerful Mindset

We are not granted the infinite ability to say Yes.? With every Yes, there should be a corresponding No or No, not now.

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Here's a helpful analogy: air traffic control at an airport.

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2 airplanes can not safely land and take off, on the same runway, at the same time.

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And yet, that's what these requests feel like.??

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We're being asked to launch, track, and land multiple flights with the use of a single runway, and maintain a 100% safety record.

How can you adopt the mindset of an air traffic controller to successfully manage flights?

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You might conclude it's not feasible without a second runway.

You might conclude a few flights need to circle and burn off fuel before they land.

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What systems/processes would reduce your stress as an air traffic controller?

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Managing Up & Across

Now I'm going to illustrate 3 tactics to manage up and across by way of a story of an experience I had.

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I'll never forget that Friday when my team got an urgent request for training to be built and delivered by Tuesday morning.

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The request was received at 4pm on Friday.? (Yes, eyeroll.)

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What was fascinating about that experience was my team made the work look easy and flawless.? To others, they saw fantastic finished products, so they thought they were making a simple ask.

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What they didn't see was the hours and hours behind the scenes that went into building and facilitating an impactful training.

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I immediately started a manage up and across campaign.

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First, I sought to educate in a non-condescending, informative way.

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It sounded like this:

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“I just saw your request come through.? Very exciting that you're moving quickly on this and my team is more than happy to play a role in helping it succeed!? [This is strategically a Yes, and… tactic at play.]

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I do want to express concern about the timeline.

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For what you're wanting delivered, I'd love to pull back the curtain and share what that deliverable is going to entail.? [Now you're strengthening partnership and mutual respect because who doesn't love to feel special by getting behind the scenes info?!]

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To get the end result of the training, we're going to need to do X, Y, and Z.? And given we're heading into the weekend and X and Y have dependencies on A and B, I'd like to propose a Thursday morning deliverable.”? [We're still moving quickly, and the difference of 2 business days is huge to my team and minimally impactful on the larger initiative.]

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Do you want to know the honest to goodness response I got back?

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“Wow, I had no idea!? Yes, Thursday morning definitely works!”

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As my team got to work, I continued my campaign to minimize this happening again.

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My second step was managing up to influence clarity in communication.

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Our COO happened to also be in town and I stole a few minutes of his time.

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The 4pm Friday request was a brainchild of his, so I wanted to better understand.

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This was effectively what I said:

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“My team is excited to support this initiative for Ops.??

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I would love your perspective and insight on the timing.

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We received this as an urgent, P0, drop everything at 4pm last Friday with a request to get everything built and delivered in basically 1 business day.

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Knowing how thoughtful you are about how and where you drive the business, I'd love to better understand the strategic urgency.”

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What did he literally say to me?

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“Oh, no, I just thought it would be great if it could get looked into in the next 3-4 weeks.”

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My internal reaction: “What The Actual F*#k?!”

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A fire drill for my team was created because no one bothered to ask the COO what timeline he had in mind.

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Leaders often forget that when they make an ask, their people perceive it as urgent.

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Which after this, along with many, many other similar experiences, solidified my 3rd tactic:

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Recommending the priority order.

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When my leader comes to me and asks me to take something on, here's what typically comes out of my mouth:

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“Yes, we can certainly take that on.

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What did you have in mind for timeline?”

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[Typically it conflicts with something already in flight]

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“We can hit that, and it will mean some tradeoffs.

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We already have X, Y, and Z in flight, all due to be wrapped up Thurs/Friday.

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What I'd propose is picking this up first thing Monday so we can execute with the highest quality and not drop the ball on these others.

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Does that work for you?”

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85% of the time, the answer is Yes.

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15% of the time, it needed to be tackled, in which case, I'd say:

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“Fair enough.??

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Let's do this.? I'm going to drop Z back to next week so we create the bandwidth to take this on.

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That feels like the right tradeoff to ensure we're not compromising the quality of our results.? Sound good?”

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When I began consistently implementing these steps, do you want to know what happened?

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I received fewer urgent requests.

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Our partners began pulling us into processes earlier so we had more foresight and the benefit of planning ahead.

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And when there was something that was a fast turn, our partners began to apologize, letting us know they realized the tough spot they're putting us in.

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What's your core take away?

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This is hard stuff.? Hit DM or comment with any follow up thoughts/questions!


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