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/ Opening

Ownership includes the work and the reality around the work

A task is not owned when the deliverable is being produced but blockers, risk, and decisions remain invisible.

PROGRESS

What is complete and next?

Visible state, not “working on it.”

RISK

What could change the promise?

Probability, consequence, and threshold.

DECISION

What help or choice is needed?

Options, recommendation, owner, timing.

TAKEAWAYNo surprises means early usable truth—not constant status noise.
/ Quick Test

When should you escalate?

A deliverable may miss Friday because client data has not arrived.

WAIT-AND-SEE

Keep working around it
Hope data arrives
Report risk Thursday

FIRST USEFUL WARNING

State dependency Tuesday
Show impact and options
Recommend the decision deadline

TAKEAWAYEscalate when another person can still change the outcome.
/ Model

A useful risk update answers six questions

The update should make the next decision easier.

01StateWhat is true now?
02ImpactWhat promise or outcome is at risk?
03OptionsWhat can be changed?
04RecommendationWhat should happen, by whom, and when?
TAKEAWAYManaging up is making reality and options usable—not managing the person.
/ Distinctions

Escalate by consequence, not emotion

Not every issue needs senior attention; material risk does.

BLOCKER

Work cannot continue

Needs input, access, or decision.

DEPENDENCY

Another event controls progress

Monitor and warn before impact.

SCOPE / QUALITY

Promise no longer fits resources or time

Make trade-off explicit.

DISAGREEMENT

You believe the decision is wrong

State evidence, consequence, and alternative.

TAKEAWAYThe goal is not avoiding problems. It is preventing hidden consequences.
/ Team Challenge

Write the first-warning update

Use a real or fictional project risk.

Missing client approvalTechnical limitationScope expansionTeam capacity conflict
OUTPUT: current state · risk · consequence · 2 options · recommendation · decision owner · deadline
TAKEAWAYThe update should arrive early enough to preserve choices.
/ Pressure Test

Stay clear when the manager asks hard questions

Do not retreat into vagueness or defensiveness.

1.Why was this not visible earlier?
2.What can still be protected?
3.What do you recommend and what are you trading off?
4.What will you do differently next time?
TAKEAWAYOwnership includes learning from the system that produced the surprise.
/ Example

One no-surprises update

The message states reality and preserves agency.

PARTEXAMPLEVALUE
StateLegal has not approved the claimFacts first
ImpactThursday trafficking will be missedConsequence visible
OptionsDelay launch or remove claimChoice preserved
RecommendationRemove claim by noon; owner = GMActionable decision
TAKEAWAYA strong update does not dump a problem upward; it frames a decision.
/ Close

Make reality visible while choices still exist

Ownership is the discipline of early truth and accountable action.

SEETrack progress and risk
WARNEscalate at the useful moment
OWNRecommend and follow through
TAKEAWAYNo surprises is an operating standard, not a request for perfect prediction.
LESSON 66

Ownership, Managing Up, and No Surprises

Choose the presentation view. Audience shows only the teaching slides. Facilitator adds timing, scripts, prompts, answer guidance and watch-outs.

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