• Perpetua Advisors

Five Difficult CIO Conversations (and how to manage them)

Updated: Jun 5

Dave Patzwald and Mike Wind

February 24, 2021


Playbook ima



This article was written by Dave Patzwald and Mike Wind, co-founders of Perpetua Advisors.


Why We Wrote It


CIOs - like all C-level officers - often find themselves in complicated situations. In this article we identified what we thought were some of the most challenging. More importantly, we offer some specific guidance on what do in these situations, which often is not what you are tempted to do.

Those five situations are:

  1. Explain an unexpected budget miss

  2. Explain a system outage without knowing the root cause

  3. Explain to a trusted vendor that you are making a change

  4. Defend a current IT strategy to a new CEO (or owner)

  5. Recommend cancellation of a doomed (and highly visible) project

You can read the full article here.



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