I've alway found that communicating effectively to leaders and reports alike and getting buy in is rooted in being able to articulate the how the request or change will benefit that individual and/or the company. Solving the the "what's in it for me" at the beginning of the conversation, primes the pump for acceptance.
For example: "If we institute this form at the service level then the accounting department can save over 20 hours per week looking up the information in the ERP (5 minutes per look up over 250 service calls per week)." People want to know how what you want to do will benefit them or one of their stakeholders.
Putting their weakness in a scentence (could be positional weakness or professional or personal)
Putting the headline of my perspective as a casual response and hearing their take
Then enhancing and editing their current approach and and make them feel supported
lead to a "but" and point out a pitfall - Make them see it infront of their eyes
then after closing the doors of their invalid solution
I talk about how an alternate solution can be best and discuss the benefits of an alternate solution until they get my point and sometimes make them feel it was their idea and add on it an important detail they missed out on (since i've been working on the numbers for a much longer time)
and vuala ! we have a plan that was approved because it was "their idea" and they appreciate me for adding a practical solution the problem. (sometimes they get shocked thinking I came up with it on the spot)
Basically, I start with a one on one meeting with my managers to get a feel, so that i can prepare for the criticisms or any shortcoming they must have found in my idea. There is a Yoruba adage that says "Oju loro wa" meaning "convincing is better done in a face to face discussion". I explain the vision or solution discovered to the team. After my presentation to them, i will put together all input i feel is beneficial and then present it to the larger team. One medium i avoid using completely is the use of text messages for such, this for me is arguably the worst form of communication yet can be the fastest. This is because text msgs can be easily misunderstood.
I enjoyed the recommendation of Prewiring. I didn't have a specific term for this but I definitely enjoy doing this and giving the relevant person a snapshot and getting their prior buy-in
Visualizations - are awesome, especially if they are based on clear data and how reasonable & informed assumptions can remove friction and simulate force.
I am a Senior Executive that as discussed in these lessons speaks the language of business (accounting, finance, kpi's, strategic planning, etc.). I am finding these lessons and topics to be very informative and encouraging. There is nothing like cotinuing education. My approach to fostering a harmonious and low friction organization has always involved making sure we all understand the various languages spoken throughout. It is imperative to me that all team members understand profit and loss, cash flow and balance sheet statements. Additionally, the goal is to make sure each employee understands the role they do and can play in moving levers in the business to impact the results measured and tracked on these statements. At the same time I want to make sure all managers understand the language spoken in all the functional disciplines such as Sales, Marketing, Customer Service, production (in manufacturing environments), HR, outside services (legal, accounting, etc.). Good planning, communication, clearly defined roles and responsbilities, career path development, etc. supported by trustworthy and actionable data can be powerful.
I have yet to achieve or experience perfection but the tools you are sharing are great. I am especially enjoying the Revenue Ops section.
I've found that creating a shared language for what matters most and what that effort looks like is key to creating alignment on goals and measuring success. Too often [insert marketing terms] get bundled together as if all those words and efforts are the same thing, but actually you do them for different reasons and you don't need to do them all at once. For example, people will spew words like "social media" and "branding" but not really know how those things are connected. If they have visuals to separate the problems, they can more easily pinpoint those problems, then you can work better together to solve those problems in chunks.
Love the focus on shared language, often in sales and marketing, we can get caught up in our own lingo which excludes others and senior leaders from fully understanding what we have to say.
As explained in this lesson, visual communication is key. I have found that my most effective communication with leadeship is mostly with visual aids and summarized bullet points of an already summarized idea or plan. If you are able to articulate the topic / problem / solutiuon with a few words then you are already on your way to solving the issue at hand.
We have found that bringing together key stakeholders is key to implementing change. So often marketing, sales, and customer success are overburdened with administrative tasks. More often than not you will be able to find someone in the department who would happily have ops help. By involving stakeholders across a plethora of departments in the process of developing an operations solution, we have seen a significant increae in board approvals.