How to say “Refer to event” professionally

“Refer to event”

Say this insteadLV.1 Professional

“Regarding this query, the details were outlined during our strategy session on [Date]. I recommend reviewing the summary notes from that meeting for a comprehensive overview.”

SafeUnhinged

The Anatomy

The chain of dysfunction that forced you to say this.

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The Multiverse

You said one thing. Everyone heard something different.

YOUR INTENT

I already told you this, pay attention, or better yet, read the damn notes.

YOUR BOSS'S READ

Ah, a proactive team member guiding me to the exact resource I need, how efficient!

PM'S READ

Excellent, they're referencing existing documentation, demonstrating adherence to process and reducing scope creep. A true asset.

HR'S READ

This individual demonstrates commendable organizational skills and a commitment to shared knowledge resources, fostering a culture of information accessibility.

How to say "Refer to event" to your boss

Level 1: Regarding this query, the details were outlined during our strategy session on [Date]. I recommend reviewing the summary notes from that meeting for a comprehensive overview.

Level 2: To ensure we're aligning with previous discussions, the specific parameters for this initiative were established during the [Project Kick-off/Review] meeting. The relevant documentation captures the agreed-upon scope.

Level 3: As per the established protocol and the [Meeting Minutes/Project Charter] distributed on [Date], the core components of this were explicitly defined. I trust the comprehensive documentation will clarify any emergent ambiguities.

Level 4: This particular item falls within the scope addressed in our [Initial Briefing/Phase Review] meeting. Moving forward, we need to adhere to those established decisions to avoid potential timeline or resource implications.

Level 5: Check your calendar.

How to say "Refer to event" to your client

Level 1: As we detailed in our [Initial Proposal/Kick-off Meeting] on [Date], the scope for this particular element was mutually agreed upon. Please refer to the documentation for a complete outline.

Level 2: To ensure consistency with our established project parameters, the specifics regarding this were thoroughly reviewed and approved during our [Project Review/Discovery Phase]. The signed agreement outlines these points.

Level 3: Consistent with the mutually ratified terms delineated within the [Statement of Work/Service Level Agreement] executed on [Date], this particular facet was comprehensively addressed. All contractual obligations and deliverables are explicitly cataloged therein.

Level 4: This particular request falls outside the scope formally defined during our [Contract Negotiation/Phase 1 Completion] meeting. Any deviation would necessitate a change order and potential impact on timelines.

Level 5: Read the contract.

How to say "Refer to event" to your coworker

Level 1: The details regarding this were thoroughly covered in the [Team Sync/Project Brief] on [Date]. You can find the relevant information in the shared drive under [Folder Name].

Level 2: To ensure we're all working from the same understanding, the initial parameters for this were established during the [Team Meeting/Huddle]. The meeting notes should provide the context you're looking for.

Level 3: Per the collective agreement solidified during the [Sprint Planning/Retrospective] session, the foundational elements of this were explicitly delineated. All pertinent data remains accessible within the designated [Confluence Page/Jira Ticket].

Level 4: We discussed and documented this extensively during the [Weekly Stand-up/Workshop]. Moving forward, please consult those resources before approaching me, as my current focus is on [Task].

Level 5: It's in the notes.

The Decoder's Analysis

In fast-paced corporate environments, the need to direct colleagues or superiors to previously discussed or documented information is frequent. Effectively communicating 'refer to event' allows professionals to uphold established scope of work, set clear boundaries, and manage workload by avoiding redundant explanations. Mastering this aspect of professional communication is crucial for efficient delegation and overall workload management.

When to use this

USEWhen a team member asks for information that was clearly detailed in a previous meeting or email.

USEWhen a manager requests a task that deviates from an agreed-upon project scope or deliverable.

USEWhen a client brings up a concern that was addressed and resolved in a prior official communication.

AVOIDWhen you are the one responsible for the information and failed to document or communicate it effectively.

Related Deflections

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