Recently, I coached a colleague who was attempting to transition to another position. Unfortunately, his current project manager cannot afford to lose him, making it challenging to say “Yes” to his request.

The coaching session concluded with a role-play where I emphasized several crucial points:

• In a hierarchical system, communication from top to bottom is a directive, while from bottom to top, it’s a request for assistance.
• The sequence in which you present information to your boss holds significant importance.
• Instead of seeking a “final” decision or solution, encourage a brainstorming session to explore theoretical ideas that could address the problem with your boss.

Concerning the order, it’s vital to begin by expressing your feelings about the project, the company, and possibly your current life situation. Establish a connection that conveys the importance of meaningful work to you and how it benefits the company. Conclude by discussing when you and your boss will collaboratively explore (creative) solutions to the issues at hand.