Have you ever found
yourself in a situation where someone (usually your boss or a higher-up) makes
an announcement or a decision using draft or preliminary figures that you had
given them some time ago? Only today the correct
figures are different from the draft.
Then when you ask why the "old" numbers were used, the finger
points back at you?
Awkward, isn't it?
Suddenly you're on the defensive and your credibility challenged because of an earlier estimate or cautionary advice that perhaps you didn't want to give out in the first place.
You want to scream at the offending party, "don't you remember that I told you that the figures weren't final?" That your analysis was incomplete at the time, that further checking was required, or that you gave your best estimate based only on preliminary data?
But you are the author of those figures, no matter how wrong they are today. So why are they still in play?
Selective memory
It often turns out that all that was remembered by the fellow with the frown on his face was that particular damning figure, and all the buzz of qualifier terms and conditions that preceded and followed it have been forgotten. To your chagrin you may now be viewed as someone who either; 1) gave incorrect information, or 2) subsequently changed your mind without telling anyone.
Unfortunately, you can't say what you're thinking. That wouldn't be a good career move. The only card you have to play reads "damage control." Roll out those qualifiers again.
Earlier in my career, when I was responsible for job evaluation, I would steadfastly refuse to offer a preliminary evaluation, having been burnt by the same scenario as above. I found that, if the managers liked what they heard, that's all that they would hear. Because if, lord forbid the final analysis differed from the preliminary estimate you'd be hauled up before the Inquisition to explain why you changed your mind.
"I already told the employee," is a phrase I've heard more than once - before I learned to keep my mouth shut.
So be careful when you give a number to management before you're confident enough to defend it. For their own purposes they'll grab what you give and lock it down with their fixated, but flawed memory, while at the same time forgetting any qualifier terms or cautions you might have provided.
It's human nature to remember what you want to hear, or what you can accept. So that preliminary figure you surrounded with qualifiers? Chances are management was OK with the number, or at least could deal with it, and so off they ran to integrate your analysis into their plans.
"I don't remember you saying that"
In their forgetfulness they might even grow irritated with you, for all the plans they made with "draft" or "preliminary" data (shame on them). These folks suddenly act like you changed your mind, or gave them wrong information. All your previous explanations and qualifier comments are lost.
Management memories can be quite selective.
What can you do about it?
This is a situation where your options are limited, because; a) you're likely dealing with your boss or higher, and any critique of their behavior needs be carried out very carefully, and b) when you're asked for a number you generally have to give one. Begging off is usually not an option.
So remember a tactic once described to me by a Training colleague: you have to tell them, then tell them again, then remind them of what you told them. So if caught up in a "give me a number" quandry, you need to emphasize whatever qualifiers might later modify the figure(s) being discussed. Then you have to repeat your concerns again before closing.
Finally, put the worrisome figures in writing, nicely wrapped together with whatever concerns you have about its validity. Cover yourself.
Will it work? Will it save you from another awkward moment?
Life isn't fair, is it? So no, even this strategy will fail from time to time. But at least you'll have positioned yourself to present an effective response.
Just remember to be polite about it.
Chuck Csizmar CCP
is founder and Principal of CMC Compensation Group, providing global
compensation consulting services to a wide variety of industries and
non-profit organizations. He is also associated with several HR
Consulting firms as a contributing consultant. Chuck is a broad based
subject matter expert with a specialty in international and expatriate
compensation. He lives in Central Florida (near The Mouse) and enjoys
growing fruit and managing (?) a brood of cats.
Creative Commons image courtesy of Leeks
Same goes for merit budget figures and CFO's!
Posted by: Jacque Vilet | 04/23/2013 at 12:38 PM
Before emails, I had an alphabetical file I named, "No, THIS is what I said," in which I documented every estimate and suggestion and discussion and deal negotiated with internal customers (usually much higher-ranking executives). And I always told them I was making a record of our mutual understanding which could only be altered by a subsequently updated mutually agreed upon record. Perhaps it was a carryover of my days in labor relations.
These days I would simply document the understanding in an email with appropriate qualifiers and caveats, etc. If and when the other party unilaterally decided to "modify" our deal, I would ask if they REALLY wanted me to share our past discussion string with their senior chain of command. Didn't take long to get them educated on proper process...
They could always overrule me, but I wouldn't let them frame me.
Posted by: E. James (Jim) Brennan | 04/23/2013 at 05:06 PM
Great, implementable advice. Thanks for sharing a critical 'tool of the trade!'
Posted by: Shawn Miller | 04/24/2013 at 06:18 AM