top of page
Writer's pictureSean Lazo

How To Run A Successful Executive Roundtable

Executive roundtables gather UX teams and executives to discuss design topics. UX teams showcase works and emphasize their needs for process, time, resources, and budget.


Repercussions:

  • Executives have seen the work already

  • Executives challenge the UX needs

  • Executives burdened with UX requests

  • UX appears dependent, whiny, needy

  • Executives and UX bored with discussion on logistics

Instead, utilize roundtables to explore executive challenges. Showcase your expertise in empathy, strategy, proactivity, and thought leadership.


Outcomes:

  • Executives feel supported

  • Executives trust UX

  • Executives excited about solution

  • Executives empowered to provide needs

  • Discussion is insightful and engaging



To deliver value to executives, explore their challenges and goals. Use methods to showcase expertise and lead a strategic, productive, and focused meeting.



Don't ask, just do


Don't say

How do we move forward?
Can you give us [request] to unblock us?
Can you speak with [person] to allow us to [action]?

Do say

We will [action] to solve our issues and satisfy our needs.
We will work with [person or team] to help us with [action].


Focus on the executives


Don't say

This is our challenge/goal.
This is what we did.
This is what we need.

Do say

What are your challenges?
What are your product goals?
What keeps you up at night?


Offer help


Don't say

How do we help?
Where do we start?
What are your expectations?

Do say

We will [action] to help you with that challenge.
We will deliver [output] with expected [outcome] to reach your goal.


Set expectations


Don't say

We will try to figure this out.
We don't know how long it will take.
We will follow up when we're ready.

Do say

We can achieve [output] by [date].
Let's set [date] to review our progress with you.


Summary

  • Stop asking and start helping

  • Executive goals are your goals

  • Stop playing victim and start showing empathy

  • Showcase expertise, grit, and rigor to reflect design skills and thought leadership

  • Follow through with what you said you were going to do


Comments


bottom of page