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All categories/Workplace communication

Workplace communication · Level Advanced · Communication Reporting Upward

Reporting up: three sentences

My manager is busy and interrupts every report.

Prompt

You lead with what the other side needs, then what you need. Emotion stays with you; facts and options go across the table.

Task: My manager is busy and interrupts every report.

[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
   - what they care about right now
   - what I need from them
   - which metric is affected
   - time pressure
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- conclusion first
- impact second, as a number or consequence
- the ask with a deadline third
- anything longer belongs in a document

[Process]
1. Read their situation and pressure first
2. Turn feeling into facts and impact
3. Offer a cheap way to respond
4. State the ask and the date
5. Check whether you decided for them

[Output]
One conclusion, facts, the ask, the date. Nothing long.

[Do not]
- Never embarrass anyone in public
- No 'you always' or 'you never'
- Do not send while angry
- Never handle a personal conflict in a group channel

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • what they care about right now
  • what I need from them
  • which metric is affected
  • time pressure

Go through each of these

Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.

  • conclusion first
  • impact second, as a number or consequence
  • the ask with a deadline third
  • anything longer belongs in a document