Skip Level Meeting: How To Run It & Prepare It As An Employee

BY
Dima Eremin
in
Business
Oct 25, 2024

Skip level meeting: how to handle it as an employee ✅ Discover effective strategies and tips for successful skip level meetings ▶️

Skip Level Meeting: How To Run It & Prepare It As An Employee
Skip Level Meeting: How To Run It & Prepare It As An Employee

Skip-level meetings offer a chance to connect with your direct manager and share your direct reports. It comes down to skipping the management level above you and communicating directly with your boss's boss, also known as your senior manager.

These meetings provide valuable, unfiltered feedback for senior leadership and any direct manager too, helping them identify areas for improvement and fostering a more transparent work environment. Keep reading to discover key strategies for both employees and leaders to get the most out of this powerful communication tool.

What Is A Skip Level Meeting?

A skip-level meeting is a type of meeting where an employee meets with their boss's boss, bypassing their direct supervisor. This approach is used to improve communication, gain insights into team dynamics, and build stronger relationships within the organization.

Skip-level meetings provide both senior management and leaders with a clearer understanding of the issues and challenges faced by employees, which can help in making informed decisions and fostering a more transparent and inclusive work environment.

Skip Level Meetings Purpose

When you conduct skip level meetings, the purpose is to enhance communication between employees and their manager's manager, provide insights into team dynamics, build rapport and foster stronger relationships within the organization. These meetings help senior leaders understand the challenges and issues faced by employees, aiding in informed decision-making and promoting a transparent and inclusive work environment.

The benefits of skip level meetings:

  • Communication: Facilitates open dialogue between employees and upper management, leading to better understanding and collaboration.
  • Transparency: Allows senior leaders to gain insights into the day-to-day operations and challenges faced by their teams.
  • Engagement: Demonstrates that upper management values employees' opinions and contributions, boosting morale and motivation.
  • Problem identification: Helps uncover issues or bottlenecks that may not be apparent to immediate supervisors or that may not be reported up the chain.
  • Talent development: Provides an opportunity for senior leaders to identify and nurture potential talent within the organization.

How frequently should you have skip-level meetings?

Skip-level meetings should typically be held quarterly. This frequency strikes a balance between maintaining open lines of communication and allowing sufficient time for actionable insights and improvements to take effect. However, the optimal frequency can vary depending on the organization's size, structure, and specific needs. Some companies might find monthly or bi-annual meetings more appropriate to ensure ongoing dialogue and engagement.

Conducting Skip-Level Meetings

These meetings provide an opportunity for a senior leader to gain direct reports on team dynamics, challenges, and innovative ideas from frontline employees. Here are how to conduct a successful one:

Inform the team and set the meetings

Start by informing your other team members about the upcoming skip-level meetings well in advance. Clearly communicate the purpose and benefits of these meetings, emphasizing that they are intended to improve communication and address any concerns or suggestions. Schedule the meetings at a time that is convenient for all parties, ensuring that everyone has adequate time to prepare.

Create a comfortable environment

A comfortable and informal environment is crucial for effective skip-level meetings. Choose a setting that encourages open and honest dialogue, such as a quiet meeting room or a relaxed virtual setting. Make sure the atmosphere is friendly and non-intimidating, allowing employees to feel at ease and willing to share their thoughts and concerns openly as if you were in a one on one meeting.

Get ready to actively listen

Active listening is key to the success of skip-levels. Prepare yourself to focus on listening more than talking. Show genuine interest in what the employees have to say, and avoid interrupting them. Take notes during the meeting to ensure you capture all the important points such as career interests. This will demonstrate that you value their input and are committed to understanding their perspectives.

Acknowledge and address concerns

When employees raise concerns or issues about workplace culture, acknowledge them with empathy and understanding. Validate their feelings and experiences, and discuss potential solutions or actions that can be taken to address these concerns. It's important to be transparent about what can and cannot be done, setting realistic expectations while showing commitment to improvement.

Note any action items or next steps

During the meeting, make sure to document any action items or next steps that arise from the discussion. Clearly define who is responsible for each action item and establish timelines for completion. This ensures accountability and demonstrates that the feedback and concerns discussed will lead to tangible outcomes.

Ask for feedback

At the end of the meeting, ask for feedback on the meeting itself. Encourage employees to share their thoughts on how the meeting was conducted and any suggestions for improvement. This feedback can help refine the process and make future skip-level meetings even more effective. Regularly incorporating this feedback loop will show that you are committed to continuous improvement and value the input of your team.

How Should An Employee Prepare For A Skip-Level Meeting Agenda?

Preparing for a skip-level meeting involves thoughtful planning and consideration to ensure a productive discussion with higher management. Here's how:

Prepare the agenda

Before the skip-level meeting, it's essential for the employee to outline and organize the key points they want the upper level managers to discuss. This preparation ensures that the meeting stays focused and productive. By setting an agenda, employees can effectively communicate their thoughts and concerns, making the most out of the opportunity to meet with higher management.

Know the person you're meeting with

Understanding the background and role of the manager or leader being met with is crucial. This knowledge helps employees tailor their communication style and approach during the meeting. By knowing the responsibilities and contributions of the manager, employees can better align their questions and discussion points with the senior manager who's expertise and focus areas.

Get ready with your skip-level meeting questions

Employees should prepare insightful questions that align with the purpose of the skip level manager-level meeting. These questions can cover a range of topics, such as organizational goals, team dynamics, career development opportunities, or specific challenges within the department. Thoughtful questions demonstrate engagement and initiative, fostering meaningful discussion and providing valuable insights.

Know your career goals and expectations

Reflecting on personal career goals and expectations from the organization is essential preparation. Employees should consider where they see themselves in the future and how the organization can support their professional growth. Understanding these aspirations allows employees to articulate their ambitions clearly and seek guidance or support during the next skip level meeting top-level meeting.

Come up with suggestions for improvement

Employees and senior managers should brainstorm potential areas where the organization or team could improve. This proactive approach shows initiative and a commitment to driving positive change. Whether it's suggesting process enhancements, proposing new ideas, or addressing challenges, having constructive suggestions ready can contribute to productive discussions and demonstrate a proactive mindset.

Examples Of A Skip Level Meeting Agenda Template

       1. One-on-One skip-level meeting

One-on-One skip-level meeting

       2. Skip-level team meeting

Skip-level team meeting

       3. Quarterly skip-level review meeting

Quarterly skip-level review meeting

       4. Skip-level feedback session

Skip-level feedback session

       5. Skip-level development discussion

Skip-level development discussion

       6. Skip-level strategy meeting

Skip-level strategy meeting

       7. Skip-level problem-solving workshop

Skip-level problem-solving workshop

Conclusion

Skip-level meetings provide a unique opportunity to connect with your team on a deeper level, gather valuable insights, and strengthen communication within your organization. By following these steps, you can ensure your these meetings are productive and beneficial for both you and your employees.

To streamline the process of setting up and conducting these meetings, consider leveraging a powerful tool like Bluedot. Bluedot goes beyond meeting templates; it's a comprehensive solution designed to supercharge your skip-level meetings and all your meetings, whether they are L10 leadership meetings, team brainstorming sessions, or client calls.

The real power lies Bluedots recording capabilities. Especially in these meetings where screen sharing is often used to present data or visuals, Bluedot captures the entire meeting, including screen activity and audio. This ensures you don't miss a critical detail and can revisit key decisions, capture action items, and track progress over time.

Here's how Bluedot streamlines your entire meeting experience:

Install free extension

With Bluedot, you can manage the logistics of these and all your meetings, record key discussions for future reference, and ensure all your meetings are focused, and productive, and contribute to a more connected and engaged team. It's more than just a template library; it's a comprehensive solution to streamline communication, capture critical information, and drive results within your organization.

FAQs

How should I follow up after a skip-level meeting?

After the meeting, follow up on any action items discussed. Send a thank-you email expressing appreciation for their time and summarizing key takeaways. Stay engaged and continue to communicate progress or any further insights.

How can skip-level meetings benefit the organization?

These meetings promote a culture of transparency, encourage open communication, empower employees by providing direct access to leadership, uncover insights that may not reach higher management otherwise, and foster alignment between strategic goals and day-to-day operations.

How can skip-level meetings contribute to my career development?

These meetings provide an opportunity to showcase your insights, initiative, and potential to higher management and senior leader. They can lead to mentorship opportunities, career guidance, and visibility within the organization, ultimately supporting your professional growth.

What should I do if I have concerns or issues to discuss during the skip-level meeting?

Be honest and constructive when discussing concerns significant challenges or issues. Provide context, examples, and possible solutions. Approach the conversation with a focus on problem-solving and collaboration.

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