How To Run Effective Skip-Level Meetings - Opinionated Runbook
Skip-level meetings are one of the most powerful tools a senior leader has, and one of the most misunderstood. Done right, they break isolation and surface what's really happening. Done wrong, they erode trust. Here's how to get it right.
Climbing the corporate ladder surely can be rewarding. Bigger impact, fancy corporate title, maybe even a nice, fat paycheck. But being a senior leader is not just bells and whistles. Many dangers are waiting for inexperienced leaders and leaders isolation is perhaps the most dangerous one.
You can use many tools to escape your Ivory Tower and break the isolation bubble. One of the most powerful ones are skip level meetings.
What Is a Skip-Level Meeting?
The idea is simple. A skip-level meeting is a 1:1 with someone who isn't your direct report. Someone two or three levels down the hierarchy, managed by one of your managers.
For you, the purpose is to get out of your bubble. To understand how people actually feel about their work, the culture, the processes, and the organisation around them. What's working? What isn't? What problems are quietly festering beneath the surface?
For employees, it's equally valuable. It's a rare chance to speak directly with you, to raise concerns, ask hard questions, and see the real person behind the title. It's also a place to connect strategy to day-to-day reality: do they understand where the organisation is heading? Does it resonate with them?
But skip-level meetings can backfire when handled poorly. You're managing a three-way dynamic: yourself, your non-direct reports, and the manager you're "skipping." That middle manager can easily interpret these meetings as a sign of mistrust, a fishing expedition for problems with their leadership. It's a delicate situation that requires care.
I've made plenty of mistakes myself. I've ignored skip-levels entirely, and I've run them in ways that left my managers feeling undermined and scrutinised. It took time to truly grasp the intricate dynamics of that triangle - between you, your managers, and their teams.
Powerful leadership tool. Simple in theory, complex in practice. Let's look at how to use it well.
How to Run effective Skip-level Meetings
As usual, preparation is the key. You need to prepare your managers, non-direct reports and yourself. Start with the managers.
Prepare Your Managers
Open and clear communication is key here. Talk with your managers and tell them you will meet with their reports. They may get a bit anxious so explain your intentions and the goal you want to achieve with those meetings. This is a critical step. They have to feel safe that this is not a process that will be used against them. That it's not some kind of witch hunt to find something that will be later brought up during their performance review. Tell them what questions you will be asking and how you will work with the information you receive. You need to bring them on your side as you will need their help to prepare yourself and work with the feedback you will gather.
Prepare Your Non-direct Reports
People in your teams also need a heads-up. A sudden, unexpected 1:1 meeting with a senior manager can bring some people to the edge of a heart attack. Let's try to avoid that. Hiring is hard after all.
Same as with your managers, let them know what to expect, what questions you will be asking and what your intention is with those meetings. Reassure them that this will not be a performance review, nor a verification of their enthusiastic dedication to the company.
Prepare Yourself
Finally, you need to prepare yourself. Work with your manager to get to know people in your teams. Ask him about their work and career growth details, any issues they are dealing with and even some basic personal stuff. You don't want to start the meeting by asking "Ok, so who are you anyway?". That will look really, really bad. Make sure you do your research. This will make a much better impression on your teammates and show them that you are interested in them.
Schedule the Meetings
Scheduling skip-level meetings can be challenging. If you have many reports, you might need to reserve more time in your calendar to meet with them regularly. As a rule of thumb, you should meet with every non-direct report at least once per quarter. There is an important aspect of making skip-level meetings a regular, recurring event. It normalises them. People will get used to those and will treat them as a normal part of the process. That's good, that will reduce their stress and will help them open up.
If you don't have a regular skip-level schedule and you set those ad-hoc, it will always create an impression that you are jumping to action because "something" has happened. Regularity makes it part of a daily life.
Run a Meeting
Same as with 1:1 meetings, having a well-thought-out agenda will help you guide the conversation and put a helpful framework for your reports to follow. Don't be too strict though. Your goal here is not to tackle all the checkboxes on the list but to get first-hand information on what's happening on the front lines. So if you notice something interesting, just follow the thread, and don't worry too much about missing some agenda point.
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