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Could anyone help me draft a ‘stay in your lane’ email?

33 replies

Rainallnight · 30/06/2024 12:09

I am really grumpy at the moment and don’t want to write an email that burns any bridges. Would be so grateful if anyone could have a go at this with me.

I work for organisation A. We have a partnership with organisation B, in which we are the junior partner. Part of my job is to manage the relationship with organisation B.

Clara, who is junior to me (but not my direct report) needs to have meetings sometimes with quite a senior person, Dave, in organisation B.

After her most recent meeting with Dave, she sent me an email saying she and Dave had been discussing various things about the relationship between the two organisations and that she had brought some ideas about this to our CEO (my boss, in organisation A).

As well feeling as though she’s as overstepping a bit, she’s unaware of some wider political difficulties in organisation B, and Dave may have been making some suggestions in order to cause difficulties in his organisation (it’s honestly too long and boring to go into these political issues but it’s very much a thing).

Clara is extremely bright, keen and committed so I don’t want to slap her down. I usually think she’s great. But she’s overstepped here and doesn’t get the context.

I’d like her meetings with Dave to focus on the stuff they need to talk about and for the relationship stuff to be referred to me, and my counterpart in organisation B, who deal with this together.

But I’m grumpy and worried it’ll come across badly.

any thoughts??

OP posts:
Maddy70 · 01/07/2024 08:09

I would explain that rather than put it in an email.

Just say there are lots of issues she is unaware of and you can not discuss them with her and her discussing areas outside of her remit have further complicated them.

Please can she stick to the areas of her role. Say you understand that some of her suggestions are great ideas but because of the complications shes unaware of are unworkable at present

(Unless they actually are good ideaa and you feel your toes are being trodden on ? )

Marblessolveeverything · 01/07/2024 08:09

PurpleyDog · 30/06/2024 12:52

This.

I wouldn't name check individuals always the organisation. Always ask would you like if it was shared with Dave ? FoI etc.

Political sensitivity wil only increase with emails like this because tone will become inferred.

Gremlinsateit · 01/07/2024 08:18

So Clara needs to go to these meetings, has not been informed of the broader issues, informed the CEO in a scheduled meeting, and promptly updated you even though you’re not her manager? I wouldn’t send any of the suggested emails. I would thank her for the update and then consider a meeting with her manager to discuss how team members should be informed of, and handle, the broader issues.

Tarantella6 · 01/07/2024 08:24

How about something more generic like:

There are some wider issues at play which need to be considered, so please discuss your ideas with me in future so we can make sure every angle has been considered.

That's crap because I've used considered twice, but it doesn't mention Dave and it wouldn't matter if she forwarded it on. You can tell her in person she's been played.

Marblessolveeverything · 01/07/2024 08:38

@PurpleyDog sorry didn't mean to link your post 🤦‍♀️

sabryna · 01/07/2024 09:33

Just a to say I hate it's when managers speak about some 'wider context' that I 'don't know/understand' as a vague catch all reason as to why I have to just back off.

I'm an adult. Perfectly intelligent and capable. We're all on the same team. Just share the context with me? Then we can all move forward in same direction?

That's how I would feel if I were Clara receiving this feedback, so frustrating.

CelesteCunningham · 01/07/2024 09:41

sabryna · 01/07/2024 09:33

Just a to say I hate it's when managers speak about some 'wider context' that I 'don't know/understand' as a vague catch all reason as to why I have to just back off.

I'm an adult. Perfectly intelligent and capable. We're all on the same team. Just share the context with me? Then we can all move forward in same direction?

That's how I would feel if I were Clara receiving this feedback, so frustrating.

Yes exactly.

johnmcginnstoenail · 01/07/2024 09:54

It would definitely be better to call rather than email- but maybe call the CEO first for a chat. After all, they're unlikely to move on and work with Dave, but Clara might in future so you can't guarantee that she won't share your thoughts with him.
You could email asking to sit in on their next meeting/ be ccd into all correspondence, if you are away and can't deal with it just now. Something light like

"Hi Clara! I know you've been making great progress with Dave recently and I'm aware I'm getting a bit out of the loop! Would be keen to sit in on your next meeting and see how things are looking... in the meantime as I'm away please could you cc me in to any emails and I can respond if anything urgent comes up? Cheers "
Worth a try?

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