I think I wasn’t prepared enough to talk with the NY head. My aims weren’t clear, and I wasn’t specific enough in my recommendations to him.
I don’t think I was able to sell to Jim the need to have the people budgeted for the training. Should I have warned him specifically? Maybe, but I don’t want to be a mouthpiece for other people. My job was to sell him the benefits of budgeting the people, but as he quite rightly said, if there are champions who can do their own job and assist with others, then there is no need to budget for additional people to do it full time. He wasn’t convinced that there was a need for it, given that in previous years it has never been mandated.
Going forward, I think I need to be ready with a proposal to discuss the pros, cons and my recommendation. Be ready with the arguments, and frame the recommendation in a way that will persuade them to take up the action.
I think I am awed by people in those higher positions. The only way to get around this is to prepare, prepare, prepare.
Had a good chat to Alex: I also need to question the statements made by execs. Understand what the training involves, when was the last training, who has gotten training etc. Provide the facts as they are and let them make their own decisions.