Managing Up Meeting
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As a manager, it's important to be proactive about potential changes at the company, and to equip yourself with all the knowledge you need to make quick decisions. This is a template for those who need to manage up to an executive, communicate effectively, set expectations, and get buy-in.
Agenda
Upward Updates (Manager to Exec)
Update on goals: best case, most likely and worst case scenarios for hitting goals.
Update on the team: team allocation to projects, hiring updates, team morale.
Update on expenses: how much we're spending, costs reduced/added, green/red on budget.
Discussion Topics (Questions for Exec)
Any broader company updates?
Do I need to recalibrate goals/team/expenses based on what you know?
Any messaging I need to share with my team?