How to Manage Event Expectations with Senior Management:
Make Sure You’re Clear First
Before placing anything in writing to senior management, you need to know the goals they had in mind for the event. Speak to them first and look to understand their professional and corporate goals. A corporate goal might be to increase revenue by 10% but their professional goal may be to get the board to notice their hard work. These unofficial goals are often more important to them and drive their concern more than the corporate ones. Understanding these will help you understand attitude and future concern as well as hot button topics such as fear of looking bad when being considered for another position.
Next, give solid thought as to what you need from them, other departments at your company, budgets, and other details and protocols. You want to be absolutely clear on the moving components of the event plan.
When you present your plan to senior management they will most likely need to clarify some piece of it. If they don’t, it’s likely they’re not paying attention. So ensure you know it inside and out before you present it to them. This also includes understanding the why behind what you’re asking for or stipulating. Be prepared for questions on the “why” as well as the “what” or “how.”
Understand Different Types of Expectations
There are multiple levels of expectations. There are corporate expectations for the event, department expectations, individual employee expectations, and day-to-day forward-facing expectations to stakeholders including customers, peers, managers and more. Be clear on the different levels so that you can cover all of them.
Place Everything in Writing
Even if you have a lot of expectations you need to specify them, it’s important that you place all of this in writing to senior management. While they may not appreciate the War and Peace sized work, it gives them a reference guide if they can’t remember the discussion you had about it, which brings us to….
Present the Details Face to Face
When you send your event expectations, budget, and details, you should also make some time to review the highlights with them in person. Don’t read every line to them. No one has time for that. Instead, summarize the main points, particularly the ones that involve them directly.
While this may feel like a presentation on your part, you should open it up as a discussion. You want them to:
- Understand the process
- Know why you’re asking for what you are
- Understand what would happen if you did it another way
- Know how their goals for the event are tracked and reflected
Adopt Changes
First, it’s important to be open to changes. Those who help create something are more apt to support it. If anyone has any changes to the document or refuses to do something that is asked, add that to your senior management event guide and reissue it to them.
Your guide should have the most up-to-date information so you may want to consider placing it on a cloud drive so that everyone has access to it. Just make sure you lock it down.
Get Commitment on Roles
As mentioned earlier, it’s important senior management understands what’s expected of them as well as people who report into them. Once you have agreement on these things, make sure you issue timelines and personalized lists of responsibilities. This way they don’t need to read through the entire document to refresh their memories.
Also, don’t double assign individual tasks. It may be tempting to give the same assignment to each senior manager in the hopes that someone gets it done but when everyone is assigned the same task that should only be performed once, most managers will assume somebody else has got it under control and mark it off. If everyone does that, the task won’t get completed.
You must assemble the complete plan first so that you can assess what’s missing. Then break it up into the departments and ensure every senior team member gets a copy of what they and their group are responsible for. This is meant to be their reminder. You’ll want to reach out to their subordinates as required. Don’t rely on the senior manager to do so, unless they specifically ask for that task.
Under Promise and Over Deliver
Always agree to lesser goals than you believe you can manage. To challenge yourself personally is one thing but never feel uncomfortable with a goal for an event.
You should never be so stretched that you question your ability to achieve it. Because guess what? Things always get crazier than you predicted. If they don’t, you can deliver on more than they ever expected. If they do, you’ve still achieved the goal set for you and the event.
Communicate Changes
Communicate changes as they come up. In addition to your scheduled, periodic communications bring up anything that will affect the plan. For instance, if you’re relying on a large part of the marketing department to help out and then they decide they can no longer spare the time, you want to bring that up as soon as possible with executive management.
Of course, you’re bringing this up only as a courtesy FYI because you had a contingency plan for volunteers that gave you a second place to draw from. Senior management signed off on it during the original discussions so they should know your next steps.
Don’t Over-manage
Most people hate a micro manager. When managing expectations you want to communicate effectively and make sure everyone knows the goals and how you will meet them. But at the end of the day, that’s all you can do. They will still have their own expectations and while you can partially manage them through communication, you can’t entirely do so. People will still choose to think what they think.
In addition to communication, it’s important that you continue to establish the cause and effect principles at work. Many executives think event planners work magic by fitting in people at the last minute without a change to the budget. Just keep reiterating that with every change, something else happens. You don’t mind canceling flowers so additional people can eat but you can’t perform one without cutting something else. If they’re insistent, let them make the call about which is more important to them.
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