Deputy First Minister John Swinney, Minister for UK Negotiations on Scotland's Place in Europe Michael Russell and Minister for Further Education, Higher Education and Science Shirley-Anne Somerville held a round-table discussion with sector representatives from Scotland’s universities and research. Stakeholder influence techniques for the week of a decision
Photo by Scottish Government on Wikimedia Commons, CC BY 2.0

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Part of Stakeholder influence: who can stop your work and who hears it first

Stakeholder influence techniques for the week of a decision

Stakeholder influence techniques for one decision: the pre-read that asks for the strongest objection, two real options, a trade, and the same-day note.

A technique is a sentence you say or a document you write, tied to a moment that repeats. Anything vaguer will not survive a busy week.

Around a single decision there are three moments that matter: before the pre-read goes out, before the meeting, and the day after. The failure is rarely ignorance of the idea. It is not having the sentence ready when the moment arrives.

What to take away

  • A pre-read exists so the objection arrives before the meeting. If it arrives during the meeting, the pre-read failed, whatever else it did.
  • Ask for the single strongest objection in two lines. "Any comments" gets silence; a specific request gets an answer from people who would say nothing in a room.
  • Offer two options you can genuinely live with to whoever carries the most cost. People defend what they helped choose.
  • Write the agreement down the same day and name who conceded. The concession line is the one people skip and the one that prevents the private ledger.
  • Run one of these properly for a quarter rather than adopting all of them at once.

Settle the list before the pre-read goes out

A pre-read only works if it reaches the right people. Settle the list first, and settle it from outputs and stakes rather than reporting lines, because a list drawn from the org chart finds deciders and misses the people who will be surprised.

Before the map exists

  • Ask what the work produces
  • Ask who consumes it
  • Ask who hears before whom
  • Ask who outside was told
  • Finish the cost sentence

The map itself, and how to keep it current, is in stakeholder influence. What matters here is narrower: every name on the list should complete the sentence "this costs them...", or they are an observer and do not need the pre-read.

The pre-read: ask for the strongest objection

Send the pre-read with one specific request: the single strongest objection, in two lines. Not "any comments". A specific request gets an answer from people who would say nothing in a room, and it lets you raise the point yourself without attributing it.

Before the decision

  • Pre-readstrongest objection in two lines
  • Offer a real choice to the costliest
  • Name the cost to their face
  • Ask the silent one a narrow question
  • Trade where a resource is at stake

Name the cost to the person's face before they name it to you. Saying "this adds a step to your Tuesday and I want to talk about that" turns a future objection into a present conversation.

Left unnamed, the same cost returns as an argument about timing or risk that cannot be answered because it is not the real one.

When the objection comes back, act on it before the meeting: change the plan, or write the reply and send it to the person who raised it. Either way that person has been heard before the room is, and the meeting starts from a shorter list of open points.

Where the pre-read goes to a senior reader, the shape it needs is in executive communication.

Two options you can live with

Offer a real choice to whoever carries the most cost. Two options you can genuinely live with, put to the person most affected, change the authorship of the decision. People defend what they helped choose.

Put both options in the pre-read itself, with the cost of each to the person most affected written beside it. The choice then arrives with its price, and nobody learns the price in the meeting.

The choice has to be real. A preferred option beside an obviously worse one is recognized quickly and remembered longer, so write both options as if you might have to accept either.

When the stake is a resource, trade

Someone who controls budget, people or a slot is being asked to say no to something else they own. That is a bargain, not a persuasion problem, so trade rather than argue. Say plainly what you can give in return, and keep the offer to what is yours to give.

University teaching on the subject treats negotiation and conflict management as one field for the same reason: the two show up in the same conversation.

The same-day note

Write the agreement down the same day, and name who conceded. A short note says what was decided, who does what, by when, and what somebody gave up.

After the decision

  • Write the agreement down same day
  • Name who conceded what
  • Tell the unconsulted in promised order
  • Re-read the names every few weeks

The concession line is the one people skip and the one that prevents the private ledger. In formal settings this becomes a memorandum of understanding; between colleagues it is four lines in a message, doing the same job.

Keep the note to what was decided rather than what was said. Anyone who disagrees can reply the same day, which is far cheaper than finding four different memories of one conversation a month later.

Then tell the people who were not consulted, in the order you promised. The sequence you chose is part of the message and it is noticed. Breaking your own order costs more than the content usually does.

The sentences, in order

MomentWhat to say or sendWhat it prevents
Pre-read"What is the single strongest objection, in two lines?"Silence in the room and dissent afterwards
Before the meetingThe cost, named to the person who pays itObjections about the plan that are not about the plan
Before the meetingTwo options you can both live withA decision they had no part in and will not defend
Resource at stakeA trade, not an argumentA yes they cannot afford to give
Same dayA note naming who concededFour memories of one conversation
After the noteA message to the unconsulted, in the order promisedA cost paid for nothing

Take the row where the last thing that went wrong for you would have been caught. That is usually the pre-read or the cost sentence. Running one of them properly for a quarter is worth more than adopting the whole table.

Every move here is one you could describe to the person it is used on, which is the test set out in positive influence.

Common questions

A pre-read asking for the strongest objection sounds like inviting trouble.

It is inviting it early, which is the only useful time. The objection exists whether or not you asked. Asked before the meeting, it is information you can act on. Raised in the meeting, it is a position somebody now has to defend in front of colleagues.

What if the two options I offer are not really equal to me?

They do not have to be equal, only genuinely acceptable. Say which you prefer and why, and mean it when you accept the other. What fails is the option you would refuse if chosen, because it will be chosen once, and after that no choice you offer will be believed.

Naming the cost first feels like arguing against myself.

It feels that way and does the opposite. You are removing the argument the other side would otherwise have to invent. Once the real cost is on the table, the conversation becomes what would cover it, which is a conversation that can end.

Who should write the same-day note when I am not the most senior person there?

You should, and nobody will object. The person who writes the record shapes what the record says, which is influence available to anyone in the room. Send it as a check rather than as a ruling: here is what I understood, correct me.

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