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The Managing Up The Organization Workshop gives participants the interpersonal skills and communication techniques to effectively interact and engage senior managers.


During the workshop participants learn how to work with senior managers to ensure the senior manager accepts their recommendations, supports their initiatives, and provides the necessary resources to deliver business results.


The workshop covers key areas of effective communication, including building rapport with senior managers, gathering adequate insight to deliver on a manger's specific expectations, and delivering a message in a way that gains buy-in and support for projects and ideas.

Session Outline

By completing this workshop, participants will:

  • Build successful business relationships with senior management
  • Communicate effectively with those above them in the organization
  • Create unique strategies to influence senior management
  • Understand the importance of adapting their communication style based on the manager, the topic, and the situation
  • Push back and deal with resistance in a professional manner


Core topics

  • Managing Up The Organization
  • Understanding My Senior Managers
  • Adapting My Style
  • Being Persuasive
  • Creating Value Driven Solutions
  • Pushing Back
  • Dealing with Resistance
  • Influencing Difficult Managers
Who should attend?

Junior to middle level managers or individual contributors who manage communications with direct managers.

Agenda

8:45 AM - 9:00 AM
Arrival and Registration
9:00 AM - 9:30 AM
Opening
• Welcome
• Workshop objectives
• Today’s Agenda
• Housekeeping
• Introductions / Icebreaker
9:30 AM - 9:50 AM
Managing Up the Organization
• Small Group Discussion:o What are the challenges of managing up the organization?o How does managing up the organization differ from managing across, outside and down the organization?• Wh...
• Small Group Discussion:
o What are the challenges of managing up the organization?
o How does managing up the organization differ from managing across, outside and down the organization?
• What do senior managers/VPs expect of you (tangible/intangible)?
• Qualities to Succeed: Credible, Compatible, Capable, and Coherent
• Building Your Case Study
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9:50 AM - 10:45 AM
Role Play
• 5 minutes to prepare
• 5 minutes to present
• 10 minutes review & feedback
10:45 AM - 11:00 AM
Coffee Break
11:00 AM - 11:30 AM
Credible: Making the Right Impact
• Video: 50 Lessons – You Can’t Talk Your Way…• What are 3 words you would like executives to use to describe you?• How are these impressions formed?• 5 observable attributes• Case Study Dis...
• Video: 50 Lessons – You Can’t Talk Your Way…
• What are 3 words you would like executives to use to describe you?
• How are these impressions formed?
• 5 observable attributes
• Case Study Discussion
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11:30 AM - 12:00 PM
Compatible: Adapting Your Style
• Behaviours & characteristics of business styles• Chart participants’ styles• Identifying a person’s style• Chart stakeholders’ styles• Adapting to the Individual• Case Study Discussion...
• Behaviours & characteristics of business styles
• Chart participants’ styles
• Identifying a person’s style
• Chart stakeholders’ styles
• Adapting to the Individual
• Case Study Discussion
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12:00 PM - 1:30 PM
Lunch Break
1:30 PM - 2:15 PM
Capable: Adding Value
• Adding Value to Senior Management (Shareholder, Customer, Employee)• Exercise: Adding Value• Case Study Discussion• Communicating the Value: statement, value, evidence• Identifying the Val...
• Adding Value to Senior Management (Shareholder, Customer, Employee)
• Exercise: Adding Value
• Case Study Discussion
• Communicating the Value: statement, value, evidence
• Identifying the Value / Evidence
• Case Study Discussion
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2:15 PM - 3:00 PM
Coherent: Being Clear and Structured/Logical
• Identify the ‘3 Things’
• Structuring your message
• Facilitator’s example
• Practice Presentation (2 – 3 minutes per person)
• Review & Debrief
3:00 PM - 3:15 PM
Coffee Break
3:15 PM - 4:00 PM
Managing Q&A
• 4 Steps When Responding to Questions: Listen, Acknowledge, Repeat, Respond• If you know the answer: Tips & Hints• If you don’t know the answer: Tips & Hints• Exercise: Asking & Answering Q...
• 4 Steps When Responding to Questions: Listen, Acknowledge, Repeat, Respond
• If you know the answer: Tips & Hints
• If you don’t know the answer: Tips & Hints
• Exercise: Asking & Answering Questions
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4:00 PM - 5:15 PM
Role-Play or Presentation: Project Update
• 5 minutes to prepare
• 5 minutes to present
• 10 minutes review & feedback
5:15 PM - 5:30 PM
End of Day Wrap-Up
• End of Day Discussion
• Continuous Improvement / Action Planning
• Evaluation forms

Refreshments will be served during the coffee break for the attendees. Lunch at a nearby restaurant is also included with the ticket price.

Speakers

  • Jessica Zhao

    Jessica Zhao

    Jessica has over 15 years of management and leadership experience in the technology and financial services industries in Asia.

    Prior to her current position, Jessica was a Managing Director in Morgan Stanley, where she was the head of the China technology department. She grew the department from the ground up to more than 700 employees, and helped it become a global core R&D center for Morgan Stanley. In her role, Jessica worked with stakeholders across the globe and built and developed effective teams that delivered global solutions which enabled Morgan Stanley to compete and win in the market place.

    Before taking on the China technology role, Jessica oversaw Morgan Stanley’s Asia sales & trading system development team. In this role, Jessica managed a regional development team spanning Tokyo, Hong Kong and India, and delivered technologies that supported equity sales & trading activities across all Asian markets.

    Today as a trainer and facilitator, Jessica works with senior executives and teams to develop their management skills, leadership style, communication effectiveness, and personal impact.

    Jessica holds a Master of Business Administration from China Europe International Business School (CEIBS), and a Bachelor of Electrical Engineering from University of Waterloo.

    Jessica grew up in China before pursuing her education in Canada. She worked and lived in Tokyo and Hong Kong before moving back to China. She is fluent in English and Mandarin.

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Tickets

A prepayment is required for all full-day training sessions. 

Member Ticket
Member Price RMB 2,650
Member Company Employee Ticket
Standard Price RMB 3,650
Non-Member Ticket
Standard Price RMB 4,650
Member Ticket + Redeem 500 RMB Voucher

This ticket is only eligible for members who have a RMB 500 voucher for FULL-DAY TRAININGS. Failure to present the voucher will result in paying the full price for the session.

If you have any questions about this ticket, please contact ivette.corominas@amcham-shanghai.org

Member Price RMB 2,150
Member Company Employee Ticket + Redeem 500 RMB Voucher

This ticket is only eligible for member company employees who have a RMB 500 voucher for FULL-DAY TRAININGS. Failure to present the voucher will result in paying the full price for the session.

If you have any questions about this ticket, please contact ivette.corominas@amcham-shanghai.org

Standard Price RMB 3,150

Registration

  • All registrations shall be made online before the session. For full-day sessions, payment also shall be made before the session.
  • For half-day sessions, AmCham Shanghai members are eligible to attend free of charge with Training Credit*; AmCham Shanghai members without Training Credit are eligible to attend at “Member Rate”; Employees who work at AmCham Shanghai member companies are eligible to attend at "Employee Rate".
  • For full-day sessions, AmCham Shanghai members are eligible to attend at “Member Rate”; Employees who work at AmCham Shanghai member companies are eligible to attend at “Employee Rate”; Non-members are eligible to attend at “Non-Member Rate”.
  • Limited spaces are available and attendance will be given on a first-come, first-served basis.
  • Members please bring your membership card and non-members bring your business card upon check-in at the training session.
Walk-in and Cancellation Policy
  • This session requires confirmation of attendance in advance. If you attend this session without prior registration, you will be charged an RMB50 "walk-in" fee as member and RMB100 as employee.
  • Cancellation: If you need to cancel your registration for a half-day session, please notify Ivette Corominas at (86 21) 6279 7119 ext. 5671 or email ivette.corominas@amcham-shanghai.org no less than 24 hours in advance. If you need to cancel your registration for a full-day session, please notify Ivette Corominas at least two weeks prior to the session for a full refund. Cancellation made within two weeks before the session will not be refundable.
  • To ensure that you have a seat, please come to the session on time. Open seats will be released to other guests 15 minutes after the session starts.

Venue

AmCham Shanghai Conference Center

Suite 568, Shanghai Centre, 1376 Nanjing Road West
Shanghai, China

If you have any questions please contact Ivette Corominas

Contact Organizer

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