Module 9: Managing Up
9.1Manager 1:1 Prep
Walk into each one-to-one with your manager with the decisions and help you need, and leave with agreements.
- 20 min to fill in
- You leave with: A one-page 1:1 agenda: priority items, one prepared decision with your recommendation, blockers with clear asks, a win to mention, and a sent recap.
- Good for: Early career, Specialist, Leading change, Leading people
Spend fifteen minutes before each one-to-one deciding what you need from your manager, bring a recommendation instead of a bare question, and send a short recap afterwards so the talk turns into kept agreements.
Leader-member exchange is strong research (Graen & Uhl-Bien, 1995; meta-analysis: Dulebohn et al., 2012). Managing up (Gabarro & Kotter, 2005) and the one-to-one format (Rogelberg, 2024) are practice, not research. Upward influence tactics are a strong research field (Kipnis, Schmidt & Wilkinson, 1980). The Gallup figures are vendor data, marked where used. Timings on this page are rules of thumb.
When to use it
Use it when:
- You have a recurring one-to-one with your manager and it has drifted into status updates.
- You need a decision, an introduction or help removing a blocker, and want to get it in one meeting.
- You have a new manager and want the relationship to start on decisions and trust rather than reporting.
Skip it when:
- You and your manager have never agreed what success in your role looks like: start with 9.2 Expectations Alignment Canvas.
- The meeting needs to carry a hard message about how your manager works: use 9.3 Upward Feedback Planner.
The idea
Your standing with your manager is built, exchange by exchange, and the recurring one-to-one is where most exchanges happen. Leader-member exchange theory, among the better supported lines in leadership research, holds that managers form relationships of different quality with different reports, and that the high-quality ones (trust, latitude, advocacy) grow from what both sides contribute over time (Graen & Uhl-Bien, 1995). The managing-up tradition draws the practical conclusion that the dependent party should work on the relationship on purpose; that is practitioner craft from cases, not controlled studies (Gabarro & Kotter, 2005). Rogelberg (2024) synthesizes an emerging evidence base on the format itself, describing a good one-to-one as balancing the work, the relationship and the report's development.
So the page is built around what you contribute: decisions and help first, status in writing. Bringing a prepared, reasoned case is one of the tactics people use with their bosses, a field since Kipnis, Schmidt and Wilkinson (1980). The limit: preparation helps the exchange, but it cannot fix a manager who does not show up.
First step: Agenda in Priority Order
Put what you need from your manager first, while there is time. Status goes last, or into a written update sent with the agenda.
Strong answer: "1. Which of two client reports goes first this sprint (Decision, 8 min). 2. Finance is not sharing cost data (Help: an introduction, 7 min). Status: sent in writing yesterday."
Date and time available:
Follow-ups from last time:
| # | Topic | Type (Decision, Help, Feedback, FYI) | What I need from my manager | Minutes |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 |
Why it pays to make the meeting cheap for your manager: manager engagement has fallen faster than employees' in Gallup's global workplace data (vendor survey; Gallup sells engagement measurement). A short agenda sent in advance means fewer, clearer decisions for a stretched person.
Example
Illustrative example: the roles and the company are made up.
A senior analyst at a logistics company in Finland has a new manager who joined three weeks ago. Their first one-to-ones were mostly the analyst walking through a task list.
Section 1: a 30-minute agenda, sent the day before. First, which of two client reports gets priority (Decision, 8 min). Second, the finance team is not sharing cost data (Help, 7 min). Third, how the manager wants updates (Feedback, 5 min). Status of three analyses went in writing.
Section 2: "I recommend the regional report first: it is due two weeks earlier and the renewal depends on it. The other can slip a week."
Section 3: the ask is an introduction to the finance lead; the win is the new route plan, confirmed by the depot manager.
Section 4: "What would make my updates most useful to you?" The manager wants a short written summary every Friday and only the headline in meetings.
Section 5: the recap went out twenty minutes later. The decision was made in the meeting, and the introduction happened two days later.
Fill it in and keep your answers
This page shows the first step. The whole template is in the MGMT AC app for iPhone, which opens soon. Your answers stay on your own device.
- 2. The Decision I Need
- 3. Blockers and One Win
- 4. One Growth Question
- 5. After the 1:1