Skip to main content

6 Tips for ‘Managing Up’ and What That Even Means

Bless her heart, (you like to think) your manager tries. She (probably?) has so much on her plate that it’s only natural for the whole “manage my employees” thing to slip between the cracks in her Outlook calendar. Surely, you must have simply missed those meeting invites to discuss her specific expectations of you and your priorities. There’s definitely a to-do somewhere on her whiteboard to discuss your role within the company and hash out your ideas for its strategy.

Or, you know, you’re supposed to just take an educated guess at the best ways to do your job and contribute to the company. You’re supposed to work in a vacuum, with only the office ficus tree to consult with and that triple espresso to motivate you.

That’s no way to work. Chalk up your hands, replace that espresso with electrolytes and prepare for some heavy lifting. Here’s how to help your boss carry her weight, or how to “manage up:”

1. Establish ground rules. Get a few things straight with your manager, ideally when you’re just beginning the work relationship, says Bruce Tulgan, author of “It’s Okay to Manage Your Boss” and founder of RainmakerThinking Inc., a management and workplace research firm. He suggests you clarify the following big-picture items: “how you’re going to stay in dialogue, how you’re going to set priorities on a day-to-day basis and how you’re going to monitor, measure and document your performance.”

An open dialogue is key, he says, so get specific. Decide how frequently the two of you will check in and for how long. Then agree that you’ll both prepare to discuss your priorities. Oh, and commit to each other that you’ll actually show up for these meetings. No sly, last-minute canceling or continually rescheduling meetings until they mysteriously disappear into the Outlook ether. Say it with Tulgan: “We’re going to actually make those meetings like we make our kids birthday parties — we’re going to show up.”

2. Get specifics. “Could you take care of this?” — the six-word request that’s as vague as it is infuriating. Wait, how, exactly, do you want me to accomplish this? By what time on what day? Do you want me to stop doing that other thing so I can start doing this? “However you want,” “as soon as possible” and “uh” are not good enough answers from your boss.

“When managers don’t spell out expectations, they think they’re empowering you, but a lot of times it’s false empowerment,” Tulgan says. “You end up wasting a bunch of time and doing things wrong.”

To save time and second-guessing, Tulgan suggests outlining the exact steps you plan to take to complete the project and then running them by your boss before beginning. Don’t worry about being high maintenance — you already did your homework and are simply asking for her blessing. “You’re not asking the manager to spoon-feed you,” he says. “You’re actually spoon-feeding the manager.”

And as for that ambiguous deadline: “Never accept ‘as soon as possible,'” Tulgan says. Get an exact date, and confirm the shuffling you’ll have to do with your other priorities. Speaking of which …

3. Check your priorities. If you’re hazy on the best use of your time, Tulgan suggests keeping a time log for a few days and sharing it with your manager. Give her a detailed look at what you spend your time on so she can confirm you’re prioritizing tasks the way she wants you to.

4. Create standard procedures. Remember how you’re clarifying specific steps and deadlines on a project-by-project basis? Similarly, disclose exactly how you plan to handle common recurring issues and requests.

In this situation, however, you can decide on the procedure once and then follow it — without nagging your boss for approval — in each recurring situation. “Take the initiative, and write out your own step-by-step-operating procedures, and run them by your boss,” Tulgan says.

5. Lead up. John Baldoni, author of “Lead Your Boss: The Subtle Art of Managing Up” and chair of the leadership development practice at N2Growth, a global leadership consultancy, says “managing up” is tactical, while “leading up” is strategic.

So you’re set on getting your work done efficiently, setting priorities and establishing a working relationship with your boss. But when you lead up, you also have to think big. “Your perspective is that of a CEO,” Baldoni says. “You’re looking at the holistic point of view for what your department does and how it relates to the rest of your firm.”

To lead up, you must be a student of the company and learn as much about it as you can. What is its vision? What is its mission? What are its strategic goals? Ideally, your manager should fill you in on these important points, but Baldoni says they often skip the important explanation.

6. Share your ideas. Once you’re a “big-picture thinker,” as Baldoni puts it, and have established his three Cs necessary to become an influential leader — competency, credibility and confidence — you can start sharing your ideas. In addition to establishing the exact steps for handling a recurring issue, for example, you can consider why the crisis continues to happen. And what impact does it have on not only the team, but the company overall? How does the problem derail your business’s goals?

By thinking like a CEO and knowing the context of the issue and how it’s typically handled, maybe you can come up with an idea to prevent the problem from happening once and for all. Or, as Baldoni puts it, you can become an “ideator.”

Of course, spreading this genius idea without making your boss feel threatened or appearing promotion-hungry takes some tact. Baldoni’s advice? Educate — don’t intimidate. “If I say to you, ‘I’m going to do your job for you,’ that’s a threat,” he says. “If you say, ‘Let me share some ideas with you,’ that’s fine.”

But he points out that you should speak up nonetheless.

“You don’t have to hide your light under a bushel,” Baldoni adds. “You’re an ambitious person — someone who wants to achieve — and that’s a good thing.”

More from U.S. News

The 100 Best Jobs of 2015

6 Kinds of Annoying Co-Workers and How to Deal With Them

10 Things Only Bad Bosses Say

6 Tips for ‘Managing Up’ and What That Even Means originally appeared on usnews.com

Don’t Settle for Student Loans to Pay for Online Education

Online college programs are becoming a more popular choice for prospective students, with one study finding that more than 6 million students enrolled in at least one online course in fall 2015. The popularity of these courses can be attributed in part to their flexibility with working adults' schedules, students' ability to progress more quickly through online programs and, oftentimes, cheaper tuition. [See 10 low-cost online bachelor's programs for out-of-state students.]Online degrees can be beneficial to many college students, but some studies have shown online learners complete their programs at lower rates than students at traditional brick-and-mortar campuses. Individuals with student loans but no degree comprise two-thirds of defaulted borrowers. Though these numbers are not encouraging, just like for traditional programs, there are ways to reduce how much you'll need to borrow for an online program to ensure you won't become one of these statistics. Don't just settle on borrowing student loans to cover the whole cost of your program and living expenses. Instead, start thinking about how to cut costs and cover your balance in different ways, such as the following. -- Grants and scholarships: Even though you are taking an online course, you can still apply and receive grants and scholarships. But your first step should be to complete the Free Application for Federal Student Aid, commonly referred to as the FAFSA, which will allow you to receive a Pell Grant if your expected family contribution is low enough. The EFC criteria and award amounts are adjusted annually, but the 2017-2018 academic year awards range from $606 to $5,920, which could significantly lower the amount you borrow annually. Your next step is to apply for scholarships. You can start by checking online scholarship search engines, such as the Salt Scholarship Search, College Board's BigFuture and Peterson's. But don't forget to take advantage of local organizations and your school's financial aid office. Both may offer scholarships that you can't find with a national scholarship search. [Review these 10 sites to kick off your scholarship search.]For instance, organizations like the Elks Club, Knights of Columbus or the Rotary Club typically offer scholarships annually to local students. Just because you're going to school online doesn't mean you're ineligible. Visit your local library for scholarship listings, and ask around town. You might be surprised how many local organizations offer scholarships. While these scholarships typically aren't large, every little bit counts. Each dollar you receive in a scholarship is a dollar you don't have to borrow and pay interest on. -- Work-study: Another option for online students may be work-study awards. Not all students enrolled in online programs are eligible, but students at some schools -- including, for example, SUNY Empire State College and Liberty University -- are. Work-study awards are not given upfront like scholarships and grants. In most cases, they are an offer to earn up to the awarded amount if you secure an eligible work-study job. While there is a misconception that all work-study jobs must be on campus, students can work for off-campus, nonprofit or public employers as long as the work is in the public's interest. You may be able to work for a for-profit employer if the job is relevant to your course of study. No matter who the outside employer is, it will need to have an established agreement with your college for you to receive work-study funds. Remember, to be eligible for federal financial aid, you must be enrolled and pursuing a degree or certificate. If you're not working toward a credential, Pell Grants and work-study won't be option, but you may still be able to take advantage of private scholarships -- just be sure to read the eligibility criteria carefully. [Explore what to know about financial aid in online programs.]-- Pay as you go: One of the great benefits to enrolling online is the flexible schedule, which can allow you to complete your college coursework around your responsibilities. But prospective students often overlook using their part- or full-time job earnings as an option for paying for college. Almost 80 percent of college students in 2015 worked at least part time while attending classes, according to the National Center for Education Statistics. By budgeting and thinking strategically about your college costs, you can likely reduce your dependence on student loans by paying a portion out of pocket. Many -- but not all -- online programs are less expensive than traditional programs and often have shorter payment periods. Six, eight or 10 weeks are common course durations. Because of the frequency of payments in an online setting, you may be well-placed to pay as you go and possibly avoid borrowing altogether. Attending college online and avoiding student loans may be challenging, but if you are willing to put in the effort, you can limit the amount you need to borrow. More from U.S. News Q&A: Understanding Student Loan Discharge Eligibility Student Loan Refinancing Isn't Right for All Borrowers
Read Next Story