I have a large organization to keep track of. It’s easy for me to get out of touch with the day-to-day work of people actually building the software that powers the business. It’s also easy for them to get disconnected from leadership. One of the ways that I try to address this is with periodic skip-level meetings.
A skip-level meeting is just a meeting with someone who indirectly reports to you. I have set up recurring 1:1s with every manager and senior individual contributor. I’ve set the schedule at one half hour every six months because I don’t have the capacity to talk to every one of those individuals more often. I think this is the lowest acceptable frequency Quarterly is good as well.
One thing I try to do is to sent them a message explaining the meeting when I schedule it. Getting an invitation to have a mysterious 1:1 meeting with your VP could be nerve-wracking. I want to prepare them so they’re not nervous, or at least less nervous.
I see the agenda as being similar to a typical one-on-one with a direct report. It’s primarily their time. I do go in wanting to know how they’re doing, both psychologically and practically. I also want to understand if there is guidance they want me to give to their manager. Other than that, though, I want to talk about what they want to talk about. Sometimes it’s questions about our strategy, sometimes it’s about their career and growth, sometimes it’s about policy, sometimes it’s about specific technology… It doesn’t matter to me. I tell them not to worry about whether something is important to me. If they’re in my organization, and something is important to them, it is at least important enough for me to spend a few minutes discussing it with them.
There are three things I avoid doing in skip levels. One is asking for status updates. I should be able to get information on the projects and products some other way. I don’t want to spend their time getting me up to date. That serves me, and the goal is to serve them.
I also don’t give them instructions. That’s for two reasons. I don’t want to spend the time that way, and I want them to lean on the organizational structure for that. I want them to see their direct manager as the primary source of instructions, and only in urgent circumstances should I give instructions myself. This is also why I prefer to do these no more frequently than once per quarter. If they have a 1:1 with me every few weeks, then there’s a higher chance they’ll come to me for something instead of going to their direct manager.
Finally, I don’t make any decisions or commitments to do anything other than to look into something. Maybe they disagree with a technology choice, think our strategy is dumb, or have a problem with their coworker. These concerns are all important for me to hear, but there’s no way I can expect to fully understand the situation just hearing it from them. I’m not going to make a commitment to do anything before I understand the situation, and often the circumstances where they most want me to do something are the ones that are most complicated where I need to get multiple perspectives.
When we finish the discussion, I stress to them is that the recurring schedule represents a minimum. They can email me, chat me, or set up a (currently virtual) meeting in a free slot in my calendar. I want them to know I’m available to them if they need me. They need to know that I’m not too busy for them overall. I may be too busy at specific times, but I’m nothing without my team. If I can’t make time for them, and there’s no emergency going on, where are my priorities?