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4 min read

How to Manage Upward: A Step-by-Step Guide for HR Managers

How to Manage Upward: A Step-by-Step Guide for HR Managers
How to Manage Upward: A Step-by-Step Guide for HR Managers
31:19

Last reviewed July 2026

Managing upward means building a deliberate working relationship with your manager so your recommendations get heard and acted on. For HR managers it comes down to six steps: understand what your manager is measured on, read how they prefer to work, adapt your communication, raise problems with a fix attached, deliver consistently, and keep a feedback loop running.

What managing upward actually means

Managing upward is not flattery and it is not manipulation. It is the practice of understanding your manager's priorities, pressures, working style and preferred pace, then adjusting how you work with them so both of you get better outcomes. Done well, it builds trust, speeds up decisions, sharpens your proposals and gives HR a stronger voice in conversations usually dominated by finance and operations.

For HR managers the stakes are higher than for most roles. Your ideas (a new hiring process, an engagement program, a restructure, a new platform) usually need senior sign-off before anything happens. If you cannot influence upward, good people strategy dies in the approval queue.

Step 1: Understand what your manager is measured on

Start with their scoreboard, not yours. Which KPIs is your manager accountable for this quarter? What is keeping them up at night: turnover cost, time to hire, a stalled restructure, an engagement score the board has noticed? When you frame proposals in terms of numbers your manager already owns, you stop pitching HR projects and start answering problems they are paid to fix.

A practical habit: before any significant proposal, write one sentence connecting it to a goal your manager is measured on. If you cannot write that sentence, the proposal is not ready.

Step 2: Read your manager's work personality

People do not process information the same way, and managers are no exception. Compono's research identifies eight work personalities: Doer, Auditor, Helper, Advisor, Pioneer, Campaigner, Evaluator and Coordinator. Each prefers different inputs when making a decision.

  • An Advisor manager wants evidence. Advisors excel at research and analysis, so give them the data behind your recommendation and time to examine it before you ask for a decision.
  • A Doer manager wants action. Lead with the recommendation and the deadline. Keep the background for the appendix.
  • A Pioneer manager wants the big picture. Open with where the idea takes the organisation, then show the first step.
  • An Auditor manager wants accuracy. Double-check your figures, state your assumptions and never round up.

You can explore the eight types, and take the free assessment yourself, at compono.com/me. Knowing your own type matters as much as knowing your manager's, because the friction usually sits in the gap between the two.

Step 3: Adapt how you communicate

Poor communication is expensive. In one study, 51% of knowledge workers reported higher stress caused by communication problems at work. The fix is rarely more communication; it is communication shaped to the receiver.

Four habits cover most of it:

  • Be direct and brief. Plain language, no jargon, and the request up front rather than buried in paragraph four.
  • Match the channel. Some managers want a two-line email, others want fifteen minutes face to face. Use theirs, not yours.
  • Listen properly. Reflect back what you heard before you respond. It shows respect and catches misunderstandings while they are still cheap.
  • Follow up in writing. After any decision-making conversation, send a short summary of what was agreed and who owns what.

Step 4: Raise problems with a fix attached

Anticipate the obstacles your manager is about to hit and arrive with options. A manager under pressure does not want another problem on the pile; they want a recommendation they can approve in two minutes. "Here is the issue, here are two ways through it, I recommend the second because..." is the most persuasive sentence structure in upward management.

If your manager resists new ideas, evidence is your friend. Research suggests leaders who are receptive to feedback are around 30% more likely to implement improvements that benefit their team, and even a reluctant manager finds it hard to argue with well-presented data. Build your case on numbers and the conversation stays about the idea, not about you.

Step 5: Build credibility through consistent delivery

Influence is earned in the boring moments. Deliver quality work on time, every time, and your suggestions start carrying weight before you have finished making them. Miss deadlines, and even brilliant ideas get discounted.

Credibility also compounds. The first time you flag a risk that turns out to be real, your manager listens harder to the next one. Track your calls and quietly point back to them when it helps your case.

Step 6: Keep a two-way feedback cycle running

Ask for feedback regularly instead of waiting for review season, and offer it back with care. Problems surfaced early stay small, and managers trust people who visibly act on the feedback they receive.

If your organisation measures engagement and culture through a platform like Compono Engage, bring that data into these conversations. It moves the discussion from "I feel like the team is stretched" to "here is what the team is telling us".

When it gets hard: conflicting priorities and difficult managers

Sometimes your priorities and your manager's genuinely conflict. Name it early and look for the overlap, the shared goal both sets of priorities serve. Most conflicts shrink once both people are looking at the same scoreboard.

Emotional intelligence does the rest. Self-awareness stops you reacting badly in the moment, and empathy for the pressure your manager is under usually reveals why they are behaving the way they are. Neither requires you to agree with them; both make you more persuasive.

Work Personality

How does your manager prefer to work?

The free Compono Work Personality assessment is four questions and takes about two minutes. Know your own type, then map the gap to your manager's.

Take the Free Assessment

Frequently asked questions

What does managing upward mean?

Managing upward means deliberately building the working relationship with your manager: understanding their goals and preferred working style, then adapting how you communicate and deliver so your recommendations get heard and acted on. It benefits both sides, which is what separates it from office politics.

Is managing upward the same as sucking up?

No. Flattery serves one person; managing upward serves the working relationship. You are aligning your work with your manager's legitimate priorities and communicating in the way they process information best. The test is simple: if your manager left tomorrow, good upward management would still have made the team's work better.

How do I manage upward with a manager who resists feedback?

Lead with evidence rather than opinion. Managers who bristle at suggestions find it much harder to argue with well-presented data, so build your case on numbers your manager already cares about and keep the conversation about the idea rather than about either of you. Small, low-stakes suggestions delivered consistently also build the trust that bigger conversations need.

How does work personality help with managing upward?

Work personality explains how your manager naturally prefers to take in information and make decisions. An Advisor wants evidence and time to analyse it, while a Doer wants a clear action and a deadline. When you match your communication to their type, the same recommendation lands very differently. Knowing your own type matters just as much, because friction usually sits in the gap between the two.

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