Question

* TP Assessment - Test Login DeltA
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28:07
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Choose the 'best' and the 'worst' action for the given situation.
You have been pursuing a significant deal for your company and have been able to set up a meeting between your manager and the prospective customer. But you have not been able to discuss the deal in detail with your manager because of her busy schedule. She asks you to give her an update on the deal just before the meeting and reserves ten minutes for you to do so. What will be your strategy?
Give my manager only a broad overview of the deal because she does not need to know the details. I can handle that aspect of the deal.
Prepare a background document for my manager so that I can quickly update her on the deal's framework, the key talking points, and the customer's expectations:
Reschedule the meeting with the client because I would have too little time to prepare my manager, and as a result my manager may not be well-informed.
Tell my manager only about the customer's expectations, because the framework for the deal can be addressed in subsequent meetings with the customer.
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Answer 1

Best: Prepare a background document for my manager so that I can quickly update her on the deal's framework, the key talking points, and the customer's expectations.
Reason: This is proactive, efficient and gives the manager the essential context and talking points she needs within the limited time.

Worst: Reschedule the meeting with the client because I would have too little time to prepare my manager, and as a result my manager may not be well-informed.
Reason: Rescheduling needlessly risks the relationship and the opportunity when a concise, focused briefing (and supporting document) could adequately prepare the manager.