What Preparation Is Needed for a Skip Level Meeting?

Review Your Role and Responsibilities

Before your skip-level meeting, ensure you’re fully aware of your job responsibilities and current projects. Having a clear understanding of your key contributions allows you to communicate your role’s impact on the broader team and business.

Assess Recent Performance Data

Analyze the recent performance of your team and department. Are there metrics, trends, or specific achievements worth highlighting? By gathering quantifiable data, you can back up your insights and observations with solid evidence, painting a clear picture of your work.

Outline Discussion Points

Make a list of key discussion points you’d like to bring up. Are there recurring challenges that need executive attention? Is there a recent success worth celebrating? By having these points at hand, you ensure that important topics aren’t overlooked.

Prepare Questions for Leadership

Craft questions for your senior leaders that focus on the team’s alignment with broader company goals. For example, ask about upcoming strategic changes or how your team can support their vision. This approach shows initiative and indicates you’re thinking ahead.

Rehearse Your Talking Points

Rehearse how you’ll articulate your points concisely. This preparation ensures you speak clearly and confidently about your projects and goals. Role-playing with a colleague can help refine your delivery and receive feedback on your approach.

Understand Leadership’s Objectives

Research the senior leader’s objectives and priorities before the meeting. Understanding their goals provides valuable context for your conversation, helping you align your talking points with their vision and build a stronger rapport.

Reflect on Professional Growth

If professional development will be part of the conversation, reflect on your growth and identify areas where you want to improve. Expressing a genuine interest in career advancement demonstrates motivation and engagement.

For further guidance on how to prepare for a skip level meeting, explore this helpful resource.

Create a Follow-Up Plan

After the meeting, be ready to follow up on any action items or feedback. Make notes on suggested improvements, areas to refine, or additional resources required. Prompt follow-up showcases your responsiveness and commitment to driving positive outcomes.