How to deal with a forgetful manager

Need a little bit of help on this.


A new manager for the team came aboard a couple months ago (among other org changes) and it's fair to say he is more than a bit forgetful.


He is the type of person that is in need of constant reminders about critical deal information and even in multiple circumstances has forgotten things he said to prospects.


The item for today: a discovery call postponed yesterday and I informed him about the situation and action plan to get it rescheduled. My manager messages me asking if that exact meeting is still on in the exact same chat.


Thought it may be him playing dumb at first but I increasingly realize it goes beyond that. Naturally, I want a positive relationship with my manager and this is an obstacle that my fellow team members and I face regularly.

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9
CuriousFox
WR Officer
8
๐ŸฆŠ
Just from reading your title - put everything in writing.

After reading your post - put everything in writing.
coletrain
Politicker
3
Account Executive
100% agree with you, it's a full CYA measure that I generally do so I can say, I've done xyz.
Hasn't worked yet but do it for my own sake anyway
GDO
Politicker
1
BDM
Exactly!! Learned this early on
jefe
Arsonist
6
๐Ÿ
Everything in writing, set aside time to prep before calls/meetings, and be prepared to act as a bit of assistant with a ton of reminders. Lots of handholding
I don't envy you.
coletrain
Politicker
2
Account Executive
Yeah, seems like it'll be managing up more than previous roles which is its own challenge.
Everything in writing seems to be the most crucial piece of advice overall
jefe
Arsonist
2
๐Ÿ
Definitely a lot of managing upwards, which is whole skillset in and of itself.
It's going to be annoying, but will also make you more well rounded.
Kosta_Konfucius
Politicker
5
Sales Rep
Not a fun solution, but have a dedicated prep time with your manager to discuss big deals. Keep them out of all small deals so you get their attention only where its needed.


Give them notes on what THEIR role is in meetings and what THEY need to know
coletrain
Politicker
1
Account Executive
Very true, I try to at least have a quick session before just to ensure there's a full understanding of what's going on.
The bigger deals: without question a requirement for my sake alone but also want to ensure full understanding. I think there is a limit on where some people should be involved, the only rub is he wants to be on everything even if not strictly necessary
Sunbunny31
Politicker
3
Sr Sales Executive ๐Ÿฐ
Your manager sounds overwhelmed. I like Kosta's suggestion, to keep attention on bigger deals as needed, as well as the notes.
You may also wish to personally establish a routine of summarizing the day in an email, and any follow up items you are hoping for from your manager.
Sorry, this sounds frustrating, but might get better as your manager finds his footing.
coletrain
Politicker
2
Account Executive
Thank you for the kind words and hoping the same.
I haven't tried that yet however it could be something worthwhile for this job and beyond to show what I'm doing consistently.
Sunbunny31
Politicker
2
Sr Sales Executive ๐Ÿฐ
All that is probably already in SFDC or whatever CRM you are using, so it may be a bit duplicative.
However, it may also be beneficial to you - reviewing the day + the next day/two might be like giving yourself a mini 1:1 and keep you aligned on your sales process as well. In a way, you'll be coaching yourself to be more effective and to know what you need to progress your deals.
Best of luck.
Pachacuti
Politicker
2
They call me Daddy, Sales Daddy
You basically have to makes things so simple a kindergartner can do them.

Or

Develop workarounds to minimize the need for your manager on a day to day basis.
coletrain
Politicker
0
Account Executive
I feel like it will be a combination of the two based on what I've seen so far. Frustrating to have to make some things so simple but seems necessary given
Diablo
Politicker
2
Sr. AE
damn, this could be annoying. might be too many things on his plate and he's still trying to align ?
coletrain
Politicker
0
Account Executive
That's a fair question and wish it seemed true.
He doesn't have that much on his calendar. This also includes not knowing the specific product being sold, which is concerning at best. He's asked that to every person on the team at least once.
We're not a big team either.
Beans
Big Shot
0
Enterprise Account Executive
Notes.
J.J.McLure
Catalyst
0
Owner at *redacted*
How is his attitude? Forgetful people often know they're missing a lot and it's frustrating as hell. Maybe a conversation along the lines of "we seem to have different communication styles, how can we improve this to make sure nothing falls through the cracks?"
Don't back him into a corner with "you vs me" talk, you guys are on the same team working towards the same goal.
And like everyone else said, CYA by keeping everything in writing just in case.
coletrain
Politicker
1
Account Executive
I like that aspect, because we clearly do. He seems to be more of a "do it and inform later" type of person.
100% CYA
ChumpChange
Politicker
0
Channel Manager
Weekly or bi-weekly 1/1's.

Team deal reviews.

Shared calendar.

I mean there are a lot of different avenues on how to ensure they're involved. However, some managers (not all) get caught up on the managerial side of the role instead of the deal-closing side.
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