How to Talk to Executives: Hints to Becoming a Key Advisor - 1 Leadership PDU

60 Minutes

Business analysis professionals are excellent at collecting and analyzing large amounts of information, but executives don’t have time (or interest) in knowing it all. To better communicate with your managers, directors, executives, and consulting clients you need to determine the information they really want and how best to present it.

Become a key advisor to your executives by gifting them with ideas, delivering bad news professionally, and being bold with recommendations. Engage executives by presenting a brief teaser to get their interest and make them want more. You should make clear recommendations and be prepared to answer questions; helping your executives to make good decisions. This session will provide useful tactics and examples for communicating the right information in the best way.

Group/Team Discussion Questions: 

  • Barbara shared 10 major tips. Which of these 10 have you learned the hard way? Which is still the hardest for you?
  • Barbara stressed the importance of visuals. What visuals do you use? Do you use colors/color code in any way?
  • Do you put together anything like the ‘Project Description Request’ template shared, which outlines the benefits, risks, costs and outstanding questions?
Speaker Barbara Carkenord

Barbara provides business analysis consulting and training helping companies increase success through better analysis. Barbara co-founded two successful business analysis training companies and worked in varied industries including manufacturing, financial services, and software development. She has written books, articles, blogs, and training material aimed at helping professionals enhance their skills including Seven Steps to Mastering Business Analysis First Edition. Barbara helped define the business analysis profession, volunteering for IIBA. She helped to develop the worldwide standard for analysis, the BABOK® Guide and currently volunteers with IIBA International as the Board Chair and with The Palmetto Chapter. Barbara holds the following credentials: CBAP®, IIBA®-AAC, PMI-PBA®, PMP®, PMI-ACP®. 

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