How to Get Your Boss to Approve Your Holiday Gift Ideas

  • Oct 28, 2024

As your team’s designated gift planner, getting a head start on holiday gifts is crucial. You know you need to get your order in ASAP, ideally before the end of October, to lock in the best options for the upcoming holiday season. 

However, convincing your boss to engage in holiday planning when they’re still focused on fall can be challenging! But we’ve got your back, with a 7-step proven strategy that is almost guaranteed to get your holiday gift order wrapped up quickly.  

1. Start a Casual Conversation

Start by scheduling a brief chat with your boss to give them a heads up and invite. Preferably, this will be in person.

“Hey Boss, do you have a minute? …I wanted to give you a quick heads up that we need to start thinking about holiday gifts for our team because the order deadline is coming up.”

Give them a minute to consider what you just said and answer any follow-up questions.

2. Get the Critical Details

Within the same conversation, it’s time to secure critical details you will need to secure their buy-in later on:

  • Gift ideas
  • Budget 

You can approach these topics with simple questions:

  • “I was wondering if you had any specific gift ideas you like? Maybe apparel… drinkware… office gear…?” 
  • Oh, and what’s the budget for this year?”

These two questions help you gather insights on the types of gifts to look at, while also helping to align expectations—for both of you! Even if your boss can’t give you specific answers just yet, the wheels are now in motion.

3. Prepare a Holiday Gift Shortlist

Put together a shortlist of 3-5 thoughtful gift ideas that align with what your boss mentioned. You can check out our 2024 Holiday Gift Guide for Canadian Businesses to start generating your list.

To maximize your chance of approval, consider the following as you select gifts:

  • Only 3-5 Options – Too many choices can cause analysis paralysis! Keep it simple and focus on the best options you find.
  • Be Specific – Show your boss the exact items you want to order, rather than general concepts, to help them visualize all the details. In a perfect world, your boss will have all the info they need to say, “Yes, this one,” and the decision-making phase is instantly over.
  • Presentation Format – Does your boss prefer PowerPoint or quick emails? You know your boss best, so consider their preferences when presenting the information. When in doubt, a slick slide deck never hurts…
  • Company Values – Link your gift choices to the company’s values or culture. This adds relevance and shows that you’re considering more than just aesthetics.
  • Price & Minimum Quantities – No boss will approve a purchase without knowing the cost, so always include this information in your shortlist!

Gift Shortlist Presentation Example

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4. Send the Shortlist & Schedule A Follow-up

Send your boss the shortlist as soon as it’s prepared, and then immediately schedule a formal meeting to choose the gift within the next few days. This will give your boss time to review the shortlist and a deadline for making it happen. 

If your boss doesn’t give you immediate approval or asks you to loop in additional people, follow their instructions and then schedule follow-up meetings at regular intervals until you get the answers you need. By keeping the gift order top of mind, you can keep the approval process moving forward.

5. Offer to Coordinate Details

Some gifts, like apparel, require additional coordination with employees. If a suggested gift needs sizing or personalization information, be upfront about your willingness to take this on. Bosses experienced with these types of gifts will know it’s a bit of a hassle and you don’t want a bit of extra work to result in any hesitation!

This would also be a great time to offer your help with distribution. It can be an overwhelming task for larger companies and your boss will appreciate knowing they can count on you to help out.

6. Revise & Revisit to Seal the Deal

If your boss doesn’t give you immediate approval or asks you to loop in additional people, follow their instructions and then schedule follow-up meetings at regular intervals until you get the answers you need. By keeping the gifts top of mind, you can keep the approval process moving.

As order deadlines get closer, try to give your boss as much warning as possible and keep them informed, so they understand the risks of a delayed decision. Remember they may have other deadlines and priorities to juggle. 

7. Say Thank You

Once the gifts are selected and approved, thank your boss for their time and consideration! A little gratitude can go a long way in your professional career. 

Final Thoughts

By approaching your boss with a casual conversation and following it up with a clear shortlist, you can make the holiday gift selection process smooth and efficient. Getting input early not only helps you secure approval quickly but also ensures your gift choices resonate with the team. Happy gifting!

 

 


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