6 Ways To Build Management Support For Collaboration

Winning upper management support for collaboration makes a big difference. If you don't have it, here's how to get it.

Jacob Morgan, Contributor

November 1, 2012

5 Min Read

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10 Great Social Features For Microsoft SharePoint 2013

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One of the most common questions I get asked at conferences or events is how to get the attention and support of senior managers for collaboration. I should point out that I believe if an executive doesn't support collaboration, then that person shouldn't be an executive. But, back the topic at the hand.

There are certainly situations where no matter how hard midlevel management or employees push collaboration, upper management remains oblivious. All the successful collaboration initiatives that I have either worked on or heard about have had support from senior level management. However, sometimes management needs a wakeup call. This happens more often than it should. In fact, last month I spent a few days at a client's site and this was one of the topics of discussion.

There are a few things organizations can do to get the attention of managers to help move collaboration initiatives forward. Here are some of them.

1. Conduct An Employee-Wide Survey

Conducting surveys which help show issues around collaboration and communication have been effective for getting the attention of management. It's often a reason why clients or prospects reach out to Chess Media Group -- a survey was conducted, management saw it and now wants action taken to correct the issues. It's easy to ignore something or dismiss it until it shows up as direct feedback from your organization.

2. Leverage A Product's Freemium Version

Most vendors today offer a free version of the product, which lacks in a few areas such as administration or security. However, most of the end-user functionality still exists. In order to get the attention of management, I've seen several companies get a large number of employees using the free version to the point where management really starts to pay attention and typically supports the initiative. This is more common with larger organizations, because if thousands of employees start to use something, it becomes a challenge to shut it off suddenly. Essentially, what happens here is employees force management to support the initiative.

[ Understand why use cases matter. Read Collaborative Systems: Easy To Miss The Mark.]

I guarantee that if you show a senior executive at your company an instance of where employees are using a collaboration platform at your company, then he or she will want to find out more. It's a bit like social media, when you show an executive that customers are talking about the company and product online, the typical response from management tends to be something along the lines of "we need to invest in this area." Once management really gets on board, then the discussions start to expand into looking at things such as proper platforms, strategy development and employee training and education.

Jacob Morgan's The Collaboration Organization is a comprehensive strategy guide on how to use emerging collaboration strategies and technologies to solve business problems in the enterprise. It has been endorsed by the former CIO of the USA, CMO of SAP, CMO of Dell, CEO of TELUS, CEO of Unisys and dozens of other business leaders from around the world.

More by Jacob Morgan

3. Hold An Executive Workshop

Getting a group of senior level leaders together for a few hours to discuss opportunities and obstacles is another approach that can be quite effective, especially if you allow some time for open discussion and debate. Often, executives don't know what they don't know. Chances are many of them have never even seen a collaboration platform and thus have no idea what it can do or what the value is. Spending even half a day discussing this, looking at some use cases, sharing examples and exploring opportunities, can help get management on your side. If you don't have that much time, then do a lunch & learn.

4. Bring In Leaders From Other Companies To Share Stories

Another effective tactic I have seen is organizations bringing people from other companies to share their stories, experiences, ideas and feedback around collaboration. This makes it even more real for management and they have the opportunity to see and experience what other companies are doing.

5. Show Clear Cases To Management

Management obstacles are often solved with education and training. Being able to put together some solid use cases backed up by research and case studies on other companies also makes for some solid ammunition. As mentioned above, it's always very helpful to show management what a collaboration platform actually looks like and what it does.

6. Purchase Your Own

I've seen this happen several times. Midlevel managers deploy their own collaboration products for their teams, even if nobody at a higher level is going to support them. Anyone can either create a free account or purchase a small license package for their team to get them up and running on pretty much any type of collaboration platform. This has happened at several large organizations where managers of specific departments or units are unable to wait around for the company to make a decision to deploy something; they take matters into their own hands. Typically, senior management does hear about it and may be spurred to start moving more quickly.

Of course, this is by no means an exhaustive list. But these are some of the tactics I have seen organizations successfully use to get the attention of senior level executives.

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About the Author(s)

Jacob Morgan


Jacob Morgan is the author of the newly released book, The Future of Work: Attract New Talent, Build Better Leaders, and Create a Competitive Organization. He is also the principal and co-founder of the consulting firm Chess Media Group and the FOW Community, an invitation-only membership community dedicated to the future of work and collaboration.

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