One of the most frustrating things Stephanie and Kara experience is facing a meeting on their calendar with a vague title and no agenda. Or (let’s be honest, it’s not much better) the laundry list of topics masquerading as an agenda. When looking at these meetings, Stephanie and Kara don’t know what’s expected of them, how to prepare, nor what the point of the meeting is at all. But… although we’re all victims of this workplace crime… we’re also the perpetrators. Just last week Kara titled a meeting “Storytelling Kickoff” that didn’t have an agenda. Stephanie created a calendar invite titled “Call with Lynette.” It too, had no agenda. We were both invited to a blank “Connect.” Stephanie even registered for a webinar months ahead of time, but when the day came, the calendar invitation title was “Webinar” with no description or agenda, so of course she didn’t attend.
Recently, a product manager came to Kara looking for coaching on her storytelling skills and presentation delivery. When Kara asked what was behind the need, the client shared that she often has high-stakes moments with leadership where she needs to secure critical resources, like headcount. These conversations have serious implications for her team and her product’s success. She knows her data inside and out. The decision she wants to recommend to her executives feels clear to her. She’s prepared… but when she walks into the meeting, her data doesn’t land, and her arguments fall flat. She knows this because leadership asks questions like: What does this number mean? How do you know? They aren’t seeing the context, the “so what,” or how her data fits into the bigger picture of the business.
Stephanie and Kara both learned early in our professional lives that follow-through matters. As students at Michigan Ross School of Business, it was drilled into us: after an interview, send a thoughtful thank-you note that references the conversation. It was presented as a way to stand out and be polite… a nice finishing touch to remember you by. But although a thank you is polite, it doesn’t build momentum.
Early in our Wolf & Heron days, Stephanie facilitated our Influential Storytelling workshop for a major new client. It was a high-stakes moment: 100+ people in the room, a huge win for us, and her first time delivering the workshop solo. She opened with a story she had polished, rehearsed, and delivered successfully many times before.