How to Brief a Senior Officer
The first step is giving the boss the big picture. In a couple of sentences, try to
outline the basics of the situation and the problem you seek to
solve or the creative idea you are pushing.
Next, offer an assessment that lays out the key facts the
decision-maker needs. Put yourself in the shoes of the decision
maker and tailor the background info to what he or she doesn't already know. You'll need to state your assumptions up front as well.
Third step – and the key, of course – is articulating what you
propose. Make this simple, creative, and sensible. Think through and
discuss second order effects. Mention how your idea will play with the
‘customers' the boss reports to as appropriate. Address the challenges –
especially the resources required -- in a realistic way.
Be honest and
clear-eyed, not an impassioned advocate for a pet theory or project.
Give both sides of the argument and anticipate objections. You need to
be able to walk through the plan in such a way as to make it
understandable.
Never read from a slide or a text. The decision maker doesn't need
you for that.
Be confident, relaxed, and don't be afraid to use a little
humor as appropriate.
Realize that you will probably be asked questions
you don't know the answer to, and the only answer is "I don't know,
but I'll find out and get back to you with the information.” Focus on
outcomes.
And speak up, with good posture – as always, what we learn
early in life stands us in good stead later.
All of this is a skill at which you can improve with practice and
observation.
If you are able, watch others as they brief senior leaders
and watch the interaction. What was well received? What was poorly
conveyed? What would make it better? These are "free” practice sessions
for you—someone else did all the work!
Above all, be honest and work hard to convey the information—the
brief is about the info, not about you. The odds are good that you'll
know more than anyone else in the room about the subject. Sharing that
expertise in a brief, concise, and sensible way is the goal. Good luck!
ADM James Stavridis
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