Spearhead AI consulting

7 Ways To Prepare For Exec Meetings

Senior executive meetings are crucial for success, but they can also be nerve-wracking.

To ensure you make the most of these meetings, it’s important to prepare thoroughly.

Here are 7 ways to prep for an exec meeting (my favorite is BLUF, see below).


1. Bring data, always bring data

“In God we trust, all others bring data”.

Running a business is a numbers game.

Numbers and metrics are super important to executives. The information you are sharing or presenting should include numbers which will make the conversation objective and fact-based.


2. Research and synthesize

It pays to research key topics that are likely to come up.

The trick here is to synthesize the information so that you get to the point in the very first statement you make.

No need to go through 10 bullet points to get to the punch line.



3. Arrive early to the executive meeting

Always arrive ahead of time. 

Not only does this show good leadership, but it also demonstrates you’re ready for the meeting and you value their time.

It also allows some time for small talk, which is an essential aspect of networking.



4. Connect

Connect with executives as a colleague and a fellow human beings. Guess what?

They are also craving human connection because many times their role doesn’t allow to make great work friends.

Stronger executive relationships help you become comfortable working with them and makes them more comfortable working with you.



5. BLUF

Bottom Line Up Front.

Start with the conclusion first, like “Our customer sat numbers are slipping, we identified Customer Wait Time as the factor. We are asking X$s to implement an AI system that will improve Customer Sat within 3 months.”

This way, the exec knows what to expect and she can dive into the right details if she has any questions. Or she might approve it and end the meeting in 10 minutes!



6. Bring value

Executives are busy and value only a productive interaction.

What new perspectives can you bring to different aspects of the business?

Execs love getting nuggets of information which they can use to connect (macro) dots later.



7. Prepare for questions

You should be able to answer the question, “So what?”. Point to data, synthesize the issues around that topic and answer the question confidently.

If you don’t prepare for a senior executive meeting, then it the conversation could go south and you will lose a ton of credibility; like the video example below.

What are your thoughts on preparing for exec meetings? Anything that you would like to add to this list?

#leadership #executiveconversations #presence #research #leadershipcommunication

Related Posts

Steve Jobs’ Innovation Rule: Start with Customers, Not Tech

Gentle reminder from Steve Jobs: Start with the Customer, Not the Technology.

Amazon’s Bold Leadership: Harnessing ‘Clean Sheet Design’ for Innovation

Amazon applied 'Clean Sheet Design' to come up with innovative products ranging from AWS and Kindle.

Adobe’s Genius Move: Integrating AI Innovation to Reinforce Premiere Pro Dominance

Adobe is about to pull off a gangster move with their new AI strategy.

Tech Time Warp: Silicon Valley’s Struggle with Legacy Systems

Media: with AI, Silicon Valley is destroying opportunities for everyone

AI’s Cost-Cutting Code Revolution: Why Tech Job Demand is Set to Soar

AI will drastically bring down the cost of writing code. Surprisingly, that means that we will need more tech professionals, not less.

Generative AI: The Catalyst for Data Center Transformation in the Age of AI

How Generative AI is overhauling Data Centers
Scroll to Top