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Navigating Up and Down the Management Ladder ​

When you first join a team and don't have direct reports, it’s easy to think that management is something you don’t need to worry about. However, that’s far from the truth. Even without direct reports, you'll still need to manage relationships with various colleagues and departments to get your work done effectively.

Working with Peers and Senior Colleagues ​

Collaborating with Subject Matter Experts (SMEs) ​

You'll often need to collaborate with subject matter experts who are lateral to you in another department or even more senior, such as department heads. These individuals don’t report to you, but you need to work with them to get the information or resources necessary for your projects.

  • Negotiation Skills: You'll need to negotiate for their time and ensure that they provide the information you need. If their responses aren’t clear, you might need to follow up, which requires a delicate balance of persistence and respect.
  • Seeking Advice: If you’re unable to get the information you need, you may have to escalate the issue to your boss. When doing so, be diplomatic to maintain good working relationships.

Engaging with IT and Data Departments ​

A common scenario is needing help from IT for data access or processing. The data might be stored somewhere you can't access directly, or the task might be complex and require their expertise.

  • Understanding IT Processes: Learn what IT considers unusual activity and when it’s appropriate to schedule intensive tasks for off-peak hours like nights or weekends.
  • Building Rapport: If an IT member is assigned to assist you, build a good rapport. Clear and respectful communication is key to ensuring they understand your project’s needs without overstepping their boundaries.

Interacting with Senior Executives ​

When dealing with high-level executives like CMOs, COOs, or senior VPs, preparation is crucial. These individuals are extremely busy and your time with them will be limited.

  • Thorough Preparation: Make sure you’ve thoroughly read any requests or correspondence and have done your homework. You need to demonstrate that you’re informed and ready to discuss the topic at hand without needing them to recap information.
  • Making Requests and Suggestions: If you’re asking for a decision or proposing a change, come prepared with clear options and a strong recommendation. For instance, suggest an option A and B, and explain why you prefer one over the other.

Effective Communication Strategies ​

A technique borrowed from military briefings can be highly effective: Start by presenting the situation and your recommendation succinctly. For example, “We have three options: A, B, and C. We recommend B.”


Managing relationships both up and down the hierarchy is a vital skill, even if you don’t have direct reports. It involves negotiation, clear communication, and a deep understanding of your colleagues’ perspectives and needs. By being prepared, respectful, and strategic in your interactions, you can effectively navigate these relationships and drive your projects to success. Always remember, effective management is not about having authority over others, but about working collaboratively to achieve common goals.