Transcript Wily

Wily
Manager
.com
Skip Level Meeting Defined
• A skip level meeting is conducted by the
manager one level removed (upward) from
the workgroup with whom you are
meeting. It’s a meeting with your direct
reports … direct reports.
Why would I bother
• Numerous studies support the idea that there
exists a link between employee satisfaction
and customer satisfaction, productivity, and
financial results.
• A skip level meeting is a process of gathering
feedback on those essential elements that
contribute to employee satisfaction so that
you can action plan to improve.
• It can also be a source of innovative ideas.
The Five Step Skip Level Process
1. Plan - The first step will be to prioritize
which work groups you will target for a Skip
Level Meeting. In prioritizing your target
groups consider the following
characteristics:
• Groups from whom you have received Employee
Satisfaction Survey results which we would like to
investigate further
• Groups from which you have received informal
feedback which we would like to investigate further
• Group with a new leader in position
• Length of time since the last Skip Level was conducted
The Five Step Skip Level Process
2. Conduct the Meeting and Record the
Feedback
•
•
•
•
•
Introductions
Meeting Purpose and Confidentiality Statement
Review Progress on Actions from last meeting
Skip Level Questions
Next Steps/Close Thank You
The Five Step Skip Level Process
3. Analyze the information collected
• Reproduce the scrubbed notes in the Skip Level
Action Planning Tool
4. Action Planning
•
Complete the action planning tool ensuring that
each concern has an action plan an owner and a
due date
5. Report Progress
•
Along with taking action on the feedback provided
you need to ensure to follow up on your progress
with the participants. You can do this by
continuing to leverage the action planning tool by
keeping it updated and sending it out 4 weeks
after the Skip Level Meeting, 3 months after the
meeting and 6 months after the meeting.
Summary
1. Do not use a skip level meeting for the sole
purpose of conducting a “witch hunt” on one
of your managers.
2. Don’t get defensive. Don’t ask the question
if you’re not prepared to hear the answer.
3. If you are not committed to taking actions
and reporting progress back to the
participants then DO NOT conduct skip level
meetings.