PlaybookChapter 6

Getting Buy-In

Learn how to make a compelling case for process to stakeholders.

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If your efforts end up a complete failure, it will probably be because things fell apart at this stage. Getting your team to agree on a solution is easy compared to getting everyone to agree on the problem and whether it’s worth solving.

Here are 3 steps that will help you move forward by running a survey to find out where your team needs the most support.

Step 1: Rally Your Stakeholders

First, tell everyone what you’re doing, and why you’re doing it. Unless you’re the CEO, you’ll want to get their buy-in through your chain of command. You’ll also want to have a one-on-one, in-person conversation with each of the other stakeholders to talk about what you’re doing and why.

The guides below will help you tailor the message to each person’s goals. Try using real stories from your company to illustrate your points in terms that feel familiar to them.


Step 2: Run an Employee Feedback Survey

Next, make a copy of the employee feedback survey below and share it with your stakeholders. Once you have their approval, you’ll be ready to announce the survey to your team and start collecting feedback.

Get Survey 

Tips for a Successful Survey

  • Announce the survey during your regular all-hands meeting.
  • Send a second announcement over both Slack and email.
  • Explain to your team why you’re asking them to fill these out, and why now.
  • Stress that responses are anonymous and that all feedback will be given due consideration.
  • Give your team a short, but realistic deadline to complete the survey—the sooner, the better.
  • Offer a reward everyone loves for hitting 95% participation by the deadline.
  • If you have new hires starting, you can wait to share with them until they're settled in.

Step 3: Review the Results

Once your team has a chance to respond, you’ll need to present the results to your stakeholders and decide on next steps.

Sample Agenda

Present high-level insights (5 minutes)

  1. What are we doing well?
  2. What needs improvement?
  3. What’s the most urgent problem?

Solicit reactions from the group (5–10 minutes)

Give each person 1 minute to share their thoughts without interruption.

Prioritize and decide on next steps (10–15 minutes)

  1. Review all questions with at least one response score below 7.
  2. Pick the three most urgent issues, and rank them in order of priority.

Important Decisions

  1. Yes/No: “Do we need more process right now?”
  2. List of top priorities for process improvement

Feeling overwhelmed by growth?

If you need help, schedule a call today. It’s free, and you’ll leave with clear next steps for your team.

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