Have you ever been blamed for missing something… you didn’t even know was expected of you?
Years ago, I was working for a mentor I deeply admired. We’d been collaborating for about a year when she asked me to help pull together an important meeting at our office.
Over the course of a couple weeks, I designed materials, built the PowerPoint, invited guests, all the big stuff. So I walked into the office that morning feeling confident and ready.
But what I walked into was chaos.
She was frantically moving chairs, looking stressed, and when she saw me, she looked up with this face of total panic and said,
“Where were you?”
What she needed, what she had expected, was for me to arrive 30 minutes early to help get the space organized, set out food and coffee, and make sure everything felt just right.
But she hadn’t said that. And I hadn’t asked.
In hindsight, it wasn’t really about the chairs or the coffee. It was about clarity. Most of our planning happened on the fly. I didn’t yet have the skill to slow her down, draw out the details, or get specific about what success looked like.
She was a visionary, not a concrete planner. And while she gave me countless opportunities to grow and lead, I needed to learn how to gather requirements so we could avoid sticky moments like that one.
Feeling heard helps people relax and trust their team.
It’s true when you’re delegating work, and it’s just as true when you’re the one receiving it.
Because when your boss is moving fast, when they skip over details, or forget to define success, or give vague instructions, it’s not because they don’t care. It’s often because they haven’t had time to stop and think it through.
That’s where you come in.
Managing up well means learning how to draw those details out, with patience, skill, and structure.
That’s what this new worksheet is for.
The Gathering Requirements Worksheet
A tool for professionals whose bosses (bless them) aren’t the best at delegation.
It’s built on the same five W’s as our delegation worksheet: Who, What, When, Where, Why… plus a little bit of How.
But this time, it runs in reverse: it’s designed to help you lead a conversation with your boss, draw out what they really want, and co-create a plan that feels clear, aligned, and doable.
You can use it live in conversation, take notes as they talk, and then follow up with a summary. I even suggest putting check-in points on the calendar while you’re still in the meeting so no one forgets.
Quick tip! Record the convo with an AI notetaker so you both have full notes to reference later.
Try it out. Let me know how it goes.
It just might save you from setting up chairs in a panic… or wondering what your boss meant when they said, “Just take care of it.”