Difficult Conversations
Cross Functional Collaboration
Meetings Matter
Finance Language
Say It Better
100

This is the communication approach you should use when you disagree with someone but want to keep the conversation constructive.

What is diplomatic communication?

100

This describes people from different departments working together toward the same business objective.

What is cross functional collaboration?

100

A good meeting should ideally end with one of these three things: alignment, a decision, or this.

What are clear next steps

100

This acronym means Return on Investment.

What is ROI?

100

Instead of saying:

That's not our problem.

Say:

Let's

What is: Let's see how we can address this together

200

Instead of saying, We can't approve this, this phrase keeps the conversation open and focuses on possibilities.

What is Let's look at what options we have?

200

Before Finance can evaluate another department's request, this is one of the most useful questions to ask.

What is : What is your main goal or priority?

200

Before scheduling a meeting, this is one question you should ask yourself.

What is: What outcome do we need from this meeting?

200

This acronym means Key Performance Indicator.

What is KPI?

200

Instead of saying:

You're wrong."

Use this phrase to introduce a different perspective.

What is: I see it differently

300

When someone becomes defensive after you question their proposal, this is the first thing you should do before explaining your own position.

What is acknowledge their perspective/listen to their concern?

300

Engineering says Finance is slowing everything down. Instead of becoming defensive, Finance should first try to understand this.

What is Engineering's priority or business need?

300

A meeting ends with everyone saying Sounds good, but nobody knows who is doing what. This is what the meeting  didn't have.

What is ownership?

300

This acronym refers to a company's Profit and Loss statement.

What is P&L?

300

Instead of saying:

We need more information.

This is a stronger way to communicate the same idea.

What is: Could you provide more information

400

This communication structure can help you disagree without creating conflict: acknowledge the other person's perspective, explain your

What is propose an alternative or next step?

400

Two departments want the same limited budget. Instead of  splitting the money equally, finance should compare these three things.

What are priorities, business impact, and available resources

400

This is the difference between a meeting that simply shares information and a meeting that actually creates value.

What is a decision

400

This acronym means Annual Recurring Revenue, a metric particularly relevant to recurring revenue models.

What is ARR?

400

Julia strongly disagrees with your recommendation. Give one sentence that acknowledges her perspective without immediately giving up your position.

What is: I understand your concern, at the same time, based on the data

500

A Finance professional wants another department to reconsider an expensive proposal without saying no. This is the communication goal.

What is persuading without pressure?

500

Julia asks: This project costs $20,000, why should we approve it? This is the financial concept that the finance  team should use to evaluate the value generated compared with the investment.

What is ROI?