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Difficult conversations

Delivering bad news to your own management: early, with the number and the plan

By Review.LivePublished 3 min readHow we write

On Thursday, the curtain-wall supplier reports an eight-week delivery slip. The owner meeting is Friday morning. The project manager needs operations management to understand the issue and help assess options before the team presents an untested completion forecast.

One person marks figures on a printed spreadsheet with a pen while a colleague sits across the desk.
Photo: Koda Bookkeeping on Unsplash

Tell management promptly with the headline first, the supported exposure and the unknowns, followed by what you have done and the decision you need. Use a direct conversation when practical and confirm it in writing. Do not wait for certainty about every consequence or make an untested number sound final. The supplier's delivery slip, the project's completion effect and a possible recovery are different facts that need separate review.

Make the bad news usable for a decision

  1. Verify the immediate headline. Identify the source and date of the information. State what changed and what remains unconfirmed. If the report is credible but incomplete, explain that position early rather than waiting until the next routine monthly report.
  2. Describe the exposure on its actual basis. Show the relevant date, scope or cost range and assumptions. Ask the appropriate team to assess knock-on effects. Do not convert a late delivery automatically into an equal completion delay or call a provisional allowance an incurred cost.
  3. Explain actions without assigning unproven blame. Say what has been checked, protected or escalated and what response is pending. Keep responsibility questions separate from immediate planning. Management needs a reliable account, not a defence of why the problem should belong to another person.
  4. Bring feasible options and a request. Identify the review needed for alternatives, their uncertainties and a realistic decision date. Ask for a particular approval, resource or management contact. If an option is still being investigated, label it rather than making recovery a promise to soften the headline.
  5. Confirm the same message in writing. Record the issue, source, exposure, unknowns, actions, request and next update owner. Reflect management's actual response. Arrange the appropriate external communication and required notices through the authorized process instead of assuming an internal call handles them.

The headline and the request

  1. Project manager:The supplier now forecasts curtain-wall delivery eight weeks later. We have not yet established the completion effect; the team is checking the affected sequence.
  2. Project manager:Before Friday's owner meeting, I need your decision on the proposed supplier escalation and who can support the options review.

Common mistakes

  • Hiding a credible concern until every consequence is certain.
  • Equating delivery movement with completion delay.
  • Presenting hopeful options as approved recovery.

Checklist

The bad-news call and matching note

  • Supported headline, source and date.
  • Exposure separated from unknown effects.
  • Actions and pending responses.
  • Feasible options with review needs.
  • Specific management request and date.
  • Actual response and next update owner.

Check your understanding

The supplier is eight weeks late, but the programme review is incomplete. What number should you tell management?

Show the answer
State the verified delivery movement and explain that the completion effect is still under review. Give the review owner and update time. That is useful early information without pretending the delivery delay and project finish effect are already the same.