Convincing Leadership to Adopt a New Workflow

Presentation & InfluenceMid10–15 min

Introduction: What You’ll Learn

This simulation helps you prepare to present a compelling case to leadership for adopting a new workflow. You'll focus on clearly communicating the benefits, addressing potential concerns, and outlining a practical implementation plan.

You’ll practice:

  • Structuring a persuasive argument
  • Anticipating and addressing leadership concerns
  • Demonstrating the value and impact of the new workflow
  • Proposing a clear and realistic implementation strategy

Step-by-Step Simulation

Scene 1: Setting the Stage

Facilitator: "Hi everyone, thanks for taking the time today. I’d like to talk about a new agile workflow that could really help us work more efficiently and collaboratively. I’ll walk you through the main points and we can discuss any questions or concerns you have."

Facilitator: "Our current process can sometimes slow us down due to overlapping roles and unclear responsibilities. This agile workflow aims to streamline our tasks and clarify roles, helping us work smarter."


Scene 2: Presenting the Benefits

Facilitator: "The agile workflow brings several important benefits:"

  • Increased Efficiency: By removing redundant tasks and clarifying who’s doing what, team members can focus on the work that really matters.
  • Improved Collaboration: Regular check-ins and retrospectives will strengthen communication and encourage continuous improvement.
  • Enhanced Flexibility: This approach allows us to quickly adjust to market changes, ensuring we stay competitive."

Facilitator: "These changes align with our goal to lead in innovation and responsiveness."


Scene 3: Addressing Challenges

Facilitator: "I understand that making a change like this can be challenging. Here’s how we plan to tackle any potential bumps in the road:"

  • Comprehensive Training: We’ll offer workshops and resources to get everyone up to speed with agile practices.
  • Phased Rollout: We’ll start with a pilot team to work out any kinks before rolling it out to everyone.
  • Feedback Loops: We’ll have regular check-ins to gather feedback and tweak the process as needed."

Facilitator: "I’d love to hear your thoughts or address any concerns you might have."


Scene 4: Engaging with Leadership

CFO: "This sounds promising, but how do we measure success?"

Facilitator: "Great question. We’ll track things like how quickly projects get done, how satisfied our customers are, and team engagement scores. These will help us see how well the workflow is working and where we can make improvements."

COO: "How does this workflow fit with our current tools?"

Facilitator: "We’ve checked for compatibility with our existing project management tools to keep things smooth and avoid any extra costs."

Facilitator: "Any other thoughts or questions?"


Scene 5: Securing Buy-In

Facilitator: "Thanks for your questions and insights. To sum up, this agile workflow can help us boost efficiency, collaboration, and flexibility, aligning perfectly with our strategic goals."

Facilitator: "With your support, I’m excited to move forward with a pilot implementation. Are we ready to take this next step?"

(Leadership expresses agreement.)

Facilitator: "Fantastic. I’ll get the pilot team together and schedule our first training session. Thanks for your support in driving this forward."


Mini Roleplay Challenges

Challenge 1: A leader questions the cost of the new workflow. How do you respond?

  • Best Response: “The initial investment in training will pay off through long-term gains in efficiency and faster project delivery.”

Challenge 2: A leader is skeptical about team buy-in. What do you do?

  • Best Response: “We’ll involve team members early on and incorporate their feedback to ensure the workflow meets their needs.”

Challenge 3: A leader raises concerns about potential downtime. How do you address it?

  • Best Response: “Our phased implementation plan will keep downtime minimal, and we’ll monitor everything closely to address any issues right away.”

Optional Curveball Mode

  • Leadership requests a quicker implementation timeline.
  • A leader proposes an alternative workflow.
  • Team members express resistance during the presentation.

Practice addressing these scenarios while maintaining confidence and focus.

Reflection Checklist

Persuasion & Clarity

  • Did I clearly outline the benefits of the new workflow?
  • Was I able to address leadership concerns effectively?

Engagement

  • Did I encourage and manage leadership feedback constructively?
  • Was I able to secure initial buy-in and agreement to proceed?

Implementation Strategy

  • Did I provide a realistic and detailed implementation plan?
  • Was I clear about how success will be measured?

Common Mistakes to Avoid

  • Overlooking potential challenges or concerns
  • Failing to provide a clear implementation roadmap
  • Not engaging leadership in meaningful dialogue
  • Neglecting to outline measurable success criteria