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Workshop Framework

Managing Up and Across

This is a practical session for leaders who get things done through people they do not manage. Their boss, their peers, and other teams hold much of what a leader needs, yet formal authority does not reach them. They leave able to manage up and sideways with less friction, and to build the kind of relationships that make the next ask easier.

120 minutes
6-12 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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What You'll Achieve with the Managing Up and Across Workshop

Real outcomes that transform your team

1

Participants learn to identify key stakeholders and influence them effectively.

2

Leaders develop skills to manage upward and sideways relationships.

3

Improved ability to make clear, actionable requests that build trust.

When to Use the Managing Up and Across Workshop

Perfect for these situations and team challenges

When team leaders need to improve their influence without direct authority.

For new managers learning to navigate relationships with peers and superiors.

How the Managing Up and Across Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Check-in

Participants settle in by sharing where they feel blocked by someone they do not manage, allowing for a collective understanding of common challenges.

2Step 2: Influence without authority

Leaders reframe managing up and across as a useful practice, discussing the myths around influence and how to build trust and reciprocity.

3Step 3: Map your stakeholders

Leaders create a stakeholder map to visualize the landscape of influence around their work, identifying where to focus their efforts for maximum impact.

4Step 4: Find the real paths

Participants explore the actual influence dynamics beyond the org chart, sketching who influences the key individuals they need to engage with.

Key Topics Covered in the Managing Up and Across Workshop

managing upleadership workshopinfluence skillsteam dynamicsprofessional developmentrelationship buildingcommunication skills

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4

Enhanced collaboration across teams leading to more successful outcomes.

When leaders feel blocked by other departments and need practical strategies.

To enhance collaboration across teams in a project-based environment.

For consultants helping clients improve their internal communication and influence.

Team Problems the Managing Up and Across Workshop Solves

Say goodbye to these common team challenges

Leaders feeling blocked by peers and superiors due to lack of authority.

Difficulty in influencing others outside their direct team.

Challenges in building trust and effective communication across departments.

Inability to articulate needs and value in cross-functional relationships.

5Step 5: Managing your boss

Leaders assess their relationship with their boss, identifying pressures and how they can make their boss's job easier while articulating their own needs.

6Step 6: The two-way ask, and your plan

Leaders formulate clear two-way asks for their priority relationships, ensuring they articulate what they need and what they can offer in return.

7Step 7: Check-out

Participants summarize their priority relationships and first moves, reinforcing their commitment to building influence and managing connections effectively.

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