How to say "Refer to energy" to your boss
Level 1: Thank you for considering me for this. Given my current project commitments and their associated demands, I want to ensure I can dedicate the necessary focus. Could we discuss how this new request aligns with my existing priorities and bandwidth?
Level 2: I appreciate the opportunity. While I'm keen to contribute, my current capacity is heavily allocated to [specific project/task]. To ensure optimal output and avoid compromising existing deliverables, we might need to re-evaluate the immediate feasibility or resource allocation for this new initiative.
Level 3: Understood. I've cross-referenced this against the Q3 OKRs and the latest RACI matrix. Assuming the current resource model can seamlessly absorb additional high-priority items without impacting the projected burn-down rates, I'll endeavor to recalibrate my 'personal energy reserves' accordingly. I'll need a revised project charter reflecting these new expectations.
Level 4: My current workload is at capacity, and taking on this additional task would necessitate delaying existing critical deliverables. To proceed, we need to explicitly prioritize tasks or reallocate resources, as my current energy levels are fully committed to existing objectives.
Level 5: Another one? Just add it to the pile.
How to say "Refer to energy" to your client
Level 1: Thank you for these additional insights. To ensure we maintain the quality and timeline of our current deliverables, we'll need to assess how these new requests integrate with the existing scope of work. Could we schedule a brief call to align on priorities and potential adjustments?
Level 2: We appreciate your enthusiasm for these enhancements. Our current efforts are fully focused on delivering against the agreed-upon project plan. Introducing new requirements at this stage would necessitate a review of the project timeline and resource allocation to ensure we can meet your expectations without compromising existing commitments.
Level 3: Excellent feedback. We've cross-referenced these 'enhancements' against the signed SOW, dated [Date of SOW]. Our team's 'cognitive bandwidth' is currently optimized for the agreed-upon deliverables. Any deviation would, of course, trigger a change request process, complete with revised budget implications and a projected timeline extension, as per Section 4.2 of our contract.
Level 4: These new requests fall outside the agreed-upon scope of work for this project phase. To proceed with them, we will need to initiate a formal change order, which will impact the project timeline and budget. We cannot absorb these without a revised agreement.
Level 5: Our contract says no.
How to say "Refer to energy" to your coworker
Level 1: I understand you need assistance with this. Currently, my focus is directed towards [specific task/project], and my bandwidth is somewhat limited. Perhaps we could look at this later in the week, or is there someone else who might be available?
Level 2: Thanks for reaching out. While I'd typically be happy to jump in, my current capacity is fully dedicated to ensuring [my project] meets its deadline. I'm afraid diverting focus right now would impact critical path items.
Level 3: Fascinating. I recall this item being assigned to [Coworker's Name] during the last sprint review, per the documented Scope of Work. My energy metrics are currently optimized for my own deliverables, as outlined in Jira ticket [ticket number]. Perhaps a re-evaluation of our shared responsibilities is in order?
Level 4: I cannot take this on. My current plate is full, and I need to prioritize my own responsibilities. You'll need to find another solution for this task.
Level 5: Is your keyboard broken?
