705: Helping Others Change in Four Steps with Peter Bregman and Howie Jacobson

By September 23, 2021Podcasts

 

 

Peter Bregman and Howie Jacobson break down their simple four-step process for encouraging others to change.

You’ll Learn:

  1. The critical question that opens others to change
  2. The best thing to do when a person doesn’t want to change
  3. The perils of giving positive feedback

About Peter & Howie

Peter Bregman is the CEO of Bregman Partners. He coaches, writes, teaches, and speaks, mostly about leadership and about life. His sweet spot is as a strategic thought partner to successful people who care about being exceptional leaders and stellar human beings. Peter is recognized as the #1 executive coach in the world by Leading Global Coaches, the bestselling author of five books, and host of the Bregman Leadership Podcast. His works frequently appear in Harvard Business ReviewBusinessWeekFast CompanyPsychology TodayForbesCNN, and NPR.

Howie Jacobson, PhD, is an executive coach to clients ranging from startup founders to established and rising Fortune 100 leaders. He is director of coaching at Bregman Partners and head coach at the Healthy Minds Initiative, as well as host of the Plant Yourself Podcast. He’s written a bunch of books, and his mission includes helping kind and generous people grow their capability and scale their influence.

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Peter Bregman & Howie Jacobson Interview Transcript

Pete Mockaitis
Peter and Howie, welcome to the How to be Awesome at Your Job podcast.

Peter Bregman
Thanks so much. It’s great to be here.

Howie Jacobson
Ditto. Ditto.

Pete Mockaitis
Well, I’m so excited to learn that it is, in fact, possible to change other people. Tell us, how did you reach this discovery?

Peter Bregman
It’s a truism, right? You hear it all the time, “You can’t change other people.” And, actually, one of the things that occurred to me is that every time someone says to you, “Hey, you can’t change other people. You can only change yourself,” they’re actually trying to change you. They’re almost always saying that because they’re trying to change something that you’re doing.

And both Howie and I, we change people for a living. That’s what we do when we’re coaching people. We’re helping them to make changes that they, otherwise, find difficult to make in their lives, and we’re making a difference. And so, Howie and I were just in a number of conversations, and thought to ourselves, “You know, let’s actually talk about this more widely, and let’s give people the tools to do it in a way that actually works.” Because it’s not that people don’t try to change each other, it’s just that they do it so poorly, and that there’s actual ways of doing it that work.

Pete Mockaitis
Okay. Well, then so what is sort of the big idea or core thesis associated with the book You Can Change Other People: The Four Steps to Help Your Colleagues, Employees– Even Family– Up Their Game? I guess one is that, first, it’s possible, but, fundamentally, how does it happen? Or, what are the missing ingredients that folks are overlooking?

Howie Jacobson
Yeah, so one of the key points is that when we approach people to change them, we often are upset, we’re judgmental, we’re critical, we know better than they do, and that approach actually creates tremendous resistance. And so, I’d say the key point of the book is instead of approaching people as a critic, approach them as an ally.

So, that’s actually the first step of the four-step process. When we approach someone as an ally, as we want the best for them, instead of coming across as we know better, their defenses don’t come up, and very often the changes that we’re hoping they make are changes that they would like to make themselves. So, what we’re doing, first and foremost, is not creating or fomenting or exaggerating their resistance.

Pete Mockaitis
Okay. So, could you give us some examples of how we can make that shift? Like, I guess the end destination is the same. We still want to get to the same place. But it’s sort of the stance, the posture, the vibe that we have with the other person. Can you sort of share some contrasts, like, “Hey, saying something like this is critic territory versus saying it like that is ally territory”?

Peter Bregman
Yeah, I think that the first step is even before that, in a way, which is to say, “How are you thinking about this? How are you approaching it?” Because, like Howie just said, almost always we’re annoyed. Like, the point at which we want to start changing people or helping people change is from a place of frustration and annoyance.

And so, the first step almost is, “How are you talking to yourself? How are you showing up in this dynamic and in this situation?” And if you’re saying, “That person is so annoying, and it’s so frustrating.” And in that frustration, finding the care behind it, underneath it, meaning that anytime you’re frustrated or angry about something, it’s because you care about something. There’s something you care about.

And, in some ways, that first step is to speak to yourself in a way that says, “I care about this person,” or, “I care about the outcome that we’re both trying to achieve, and I care enough to want to put some energy and effort into kind of helping it move in a certain direction, or helping them move in a certain direction.” And that’s really a first step.

Howie Jacobson
Yeah. So, you spoke also about the idea of, like, we’re trying to get to the same place. Maybe not, though. Because when we’re focused on, “Okay, I want my spouse to eat better,” and we’re going to do things that are going to try to lead them there, as opposed to what we really want to do is to ignite in them the qualities that allow them to change themselves for the better.

So, one of those, for example, is ownership. So, the more we’re pushing for it, the less space they have to say, “Yeah, this is something I want for myself.” We want them to have independent capability so that they have to develop it over time and be able to do what it is they have to do in various situations of increasing challenge.

So, if we’re really focused on enabling them with these and a couple of other qualities, then we’re going to go about it very differently. So, instead of saying, “Here’s what you should do,” and just go out and giving advice, we’re going to be very curious, like, “Hey, tell me about the situation. Tell me about the challenges you’re facing with eating healthy. Tell me what bothers you about your body right now that relates to food.”

Very often when we get people talking, they solve their own problems. And when we create the space for them to not feel judged, they can open up and become very creative.

Peter Bregman
And, Pete, I’ll just throw out one other thing, which is initiating that conversation is really important. And instead of just offering advice or criticism, or using the example that Howie gave, instead of just sort of saying, “Hey, I noticed you took that third cookie. Is that really the best decision given that you’re trying to lose weight?” to actually ask permission to engage in the conversation, to say, “Hey, that’s the third comment you’ve made about how you can’t stop eating. And I just noticed it, and I’m wondering, do you want to think this through together?” And they might say, “No, I’m not interested in thinking it through together,” in which case, you don’t have the opening to engage in the conversation and support them and help them change.

But, oftentimes, if you’re raising it in a way that’s uncritical, and then you’re able to say, “Hey, this thing that you’re struggling with, do you want to think it through together? I have some thoughts. But do you want to think it through together?” Their likelihood of saying, “Well, yeah, I’m happy to talk with you about it” increases their ownership in having the conversation and being part of it.

Pete Mockaitis
Okay, cool. And then, let’s see, so we’re shifting from the critic to ally. And then, can you walk us through? You got four key steps, that’s the first one. Can you give us the overview and sort of dig into each of them a bit?

Howie Jacobson
Sure. So, the second step is once they’ve said, “Yeah, I’d love some help thinking this through,” is that’s the point in which we all just want to give them advice, like, “They have said yes. Great. Now, let me tell you all the things I know.” And instead of that, our approach is to immediately ask about an energizing outcome, an outcome that they want, because we’re still going to get into all the nitty-gritty and all the good, bad, and the ugly of the situation, but we want to frame it in terms of, “What do you want?”

Because when people are in problem mode, when they’re struggling, their brains, our brains, when we’re struggling tend to be very defensive. So, we’re looking at threat, we’re trying to avoid threat, as opposed to when we are looking for good things, looking for food, looking for opportunities, looking for mates, this is like evolutionary, biology, psychology 101, when we’re in opportunity mode, we see much more broadly, and we can act on opportunities, that when we’re in defensive mode, we don’t even see.

So, by immediately getting them to shift their thinking towards, “What do I really want here?” not “What am I trying to get away from?” we can open up a huge internal reservoir of creativity and optimism. So, that’s step two.

Pete Mockaitis
Okay.

Peter Bregman
Yeah, and I can jump in with step three. So, step three is the opportunity. So, in some ways, we’re starting the conversation by getting permission and really focusing on being their ally, then we’re identifying what is the outcome that they want. And then the third is, in this problem, there’s an opportunity. I don’t know what it is yet, they might not know what it is yet, but there’s an opportunity. And how do we find out what’s good about the problem that can guide us to finding an opportunity that doesn’t just solve the problem but makes us better off than we were before the problem?

So, if the problem brings us to a negative, and solving the problem brings us to zero, we’re going for positive, we’re saying, “How do you find an opportunity?” And I’ll give you an example of that, which is it’s actually an example I was thinking about today.

But I eat too much sugar, and so the problem is I eat too much sugar, I want to start eating less sugar. And one way of handling it, the issue is to just sort of say, “Okay, how do I stop eating sugar? Like, if I stopped eating sugar, then that would solve my problem.” But if you really ask questions, and when Howie uses this process with me, and Howie asks me a bunch of questions, one of the questions is, “What’s good about the sugar habit? Like, you have a sugar habit. What’s it doing for you? How is it helping you?” And I realized how it’s helping me is I’m way overtired, like, I’m working way too hard. I’m doing too much, and sugar keeps me going.

And so, maybe the problem I’m trying to solve isn’t, “How do I stop myself from eating sugar?” but the sugar problem is identifying an opportunity that I could use more rest in my life, like there’s a larger problem and a larger opportunity that the sugar habit is pointing to. And once I understand that, I can begin to solve for the opportunity of getting rest in my life. And by doing that, not only do I solve my sugar problem, but I solve a whole bunch of other problems that go along with my sugar problem.

So, that’s just one example of what is the opportunity that’s hidden in the problem. And then the fourth step is a plan, and it’s getting very, very specific, “What am I going to do? By when? How am I going to do it? How will I measure my success? How will I know that I have succeeded or haven’t succeeded? And how do I learn from the experiment that I’m going to be doing on sort of addressing this or finding this opportunity to achieve the outcome?”

So, if you think of the four steps, you’ve got being an ally and really being supportive and getting permission, identifying an outcome, finding the opportunity to achieve that outcome, and then identifying a path forward and ways of holding myself accountable in order to get there.

Pete Mockaitis
Okay, cool. Well, could you give us a couple examples of folks successfully changing other people, and then kind of walk through these four steps?

Peter Bregman
Sure. So, I’ll give you an example that we talked about in the book, and it’s an actual example. It’s a guy named Brian Gaffney who is CEO of Allianz Global Distributors, and he walked into an organization that was losing $30 million a year. And it had a leadership team in there, and he came in and he basically used this process, he used the process, in order to, with the same team he was working with beforehand, he came in and he turned the company around to a gain of $140 million. And there were all sorts of problems on the team. There were people who were like really salespeople who were smart but kind of sloppy and turning off other people, there were like all sorts of different people had different problems or challenges on the team.

And the first thing that he did was he would go in and, basically, identified where there was a larger opportunity, basically saying, “Look, we’re losing $30 million. That is not our intention. We cannot sustain ourselves as a business if we continue to lose $30 million,” and talking to the team, in general, to be able to say, “Are you willing to think with me about ways that you can change that will help turn around this company, and, also, to learn how to have these conversations with the people who report to you? Like, are you willing to do that?”

“Because if you’re not willing to do that, we’re going to continue to lose $30 million, and that’s not going to help any of our bonuses. So, there’s certainly motivation to do it. That said, I still need to know that you’re willing to do it because I could tell you plenty of examples where people are losing $30 million and the company goes bankrupt because they don’t make changes in the team.”

So, to a T, everybody said, “Yeah,” but that doesn’t mean that they know what to do and how to change. So, now, Brian is in this role where he has to help all of the leaders in the organization make certain changes. So, step one is he’s got their permission. Step two is identifying the outcome, and, organizationally, there’s a big outcome. The outcome is to become profitable, that’s organizationally. But individually, the outcome is going to be different for each person because each person is struggling in a different kind of way. So, it’s having a very specific conversation with each person, and saying, “What is the outcome that you’re going for?”

And I think one of Brian’s great successes is he didn’t leave it at a mild outcome. He kept raising the bar and encouraging people to raise the bar so, for example, in the example I gave beforehand, which is someone who was sort of smart but, literally, sloppy, they showed up in a sloppy way, they presented poorly. That person says, “Okay, I want to not be sloppy.” “Well, that’s solving the problem. But what’s going on, like what’s the real outcome you want? The real outcome you want is to have an incredibly impactful presence when you’re in a room with a number of people so that you move the room. That’s the goal. Yes, not being sloppy is part of it but that’s not the goal. The goal is to have the kind of presence that moves the room.”

Great. So, now, let’s look at where are the opportunities to help you grow that capability, and it has to do with feedback from other people, it has to do with engaging people in a different kind of way, and then they can work through and work through, “How do we explore and identify the sloppiness in dress, and sloppiness in style, and sloppiness in approach becomes this trigger that says, ‘Okay, so what do I have to do to have the kind of impact that moves a room?’”

And, yes, the person ends up cleaning up how they present but they also begin to think about their audience, they begin to think about, “Who are these people I’m presenting to? And what is it that they need? Not just what do they need to see in me, but what are they longing for?” Like, the whole mentality of this person started changing to go from living in their own kind of world of brilliance to thinking about their audience. And their opportunity was to think through, “How do I serve the need of the clients that I’m trying to serve?”

And then it was being very, very accountable about saying, “What are the challenges that we’re facing? And what are the opportunities that we have and specific milestones and benchmarks for making the kinds of sales that we want to make?” But it’s all based in the outcome of having an impact on your clients in a certain kind of way.

Pete Mockaitis
Okay. Well, thank you. Well, so digging into each of these in some depth, I’m curious, when it comes to getting the permission, in your experience, how often do people say yes? And what do you do if they say no?

Howie Jacobson
Well, one of the things you have to do is you don’t ask a question you’re not willing to hear any answer to. So, if you’re not willing to hear, “No, I don’t want to work with you,” then don’t ask the question because then you’re just trying to force an outcome in which we saw that any kind of forcing on our part makes it less likely. So, we’re really talking about best odds rather than some sort of Svengali Mesmer technique that’s going to be manipulative and gets them exactly where we want them to go.

So, the first is be willing to have people say, “No, I don’t want to engage.” Saying the best way to increase the odds is for someone to feel like you have their best interest at heart. And so, one of the things as coaches, we learn, is that our first thought about what someone needs is almost, always invariably wrong. Like, someone will talk to me, and I’ll go, “Oh, yeah, I’ve seen this before. I know exactly what’s going on here. I’ve solved this a hundred times. I’m just going to keep my mouth shut so I’ll be a good coach but I really know the answer, and I’m going to get them there.”

And three minutes later, I’m like, “Boy, I’m glad I didn’t open my mouth because I had no idea, neither did they, but the space of exploration opened it up.” So, to be willing to say, like, “I want the best for you. I want you to have ownership of your life. I want you to have independent capability to chase the things, the outcomes that you want and achieve them. I want you to have the emotional courage to make tough decisions and stick by them when the going gets rough. And I want you to be able to do all that well into the future when we don’t know what the future might hold.”

So, if I’m trying to get someone to eat a certain way, or to start exercising, or to stop interrupting in a meeting, it’s my agenda. But one of the things the book really believes in is we basically trust other human beings to know what’s best for them, and then if we open up the space for them to take ownership over their lives and to achieve the outcomes they want, that that’s probably good for everyone.

Peter Bregman
A hundred percent, and I’m thinking about something as you’re saying this. And, Pete, your question is a great question because there is some magic in asking permission not just for the person who gets to say yes or no, but for you. Because if I’m frustrated with your behavior, and it’s just sitting in my mind and I’m annoyed and I’m frustrated, and I don’t ask permission and I just start giving you advice, and you get pissed off and you don’t accept my advice or you tell me to mind my own business, I leave both more pissed off, you leave pissed off, we’ve hurt our relationship.

But if I ask you, “Hey, look, I’ve noticed this thing, and are you open to thinking about it with me? Or, do you want some of my help?” If you say no, for me, it separates me from an obligation to impact you. Like, you’ve said, “I don’t want your help.” Now, I know, I understand the dynamic now. Now, I might be frustrated by that but I’m probably not going to keep trying to change you.

Now, there are sometimes when you have positional power. If you’re a boss, and you say, “Hey, if you want my help in thinking through how to be more effective in a meeting,” and the person says no, but they still do poorly in a meeting, ultimately, there’s going to be consequences. That’s just the reality of a corporate organizational life, which is, “If I have positional power over you, and you’re my employee and you’re not performing, there’s going to be consequences to that non-performance.”

But if I offered help and you say no, you are now really accountable for your behavior, and I am now really not accountable for your behavior, and it creates a lot of clarity of who’s responsible for what, which keeps things very, very clean. Does that make sense?

Pete Mockaitis
Yeah.

Howie Jacobson
Yeah, and another thing is when somebody says no, and you accept that with grace, you might be confounding them a little bit. Like, if you’ve been trying to change them for years, and they say, “No, I’m not interested,” and you give up, you say, “Okay, cool.” They’re like, “Huh, did they just do that? That’s different.” And you could play the long game, and, at some point, they might start trusting that you’re not trying to force them to change. So, the very act of saying no can open the path for a later yes.

Peter Bregman
I’ll give you a very precise example, which is what happens with my daughter. Like, I would give my daughter all sorts of advice, and I was sort of giving the cookie example, and I’ve talked a lot about sugar, so now you know what my habits are. But she had eaten a whole bunch of cookies, and she was complaining about it, and I said, “Do you want my help?” And she said, “No, no, I’m good,” and I said, “Okay,” and I didn’t mention it again.

And then she comes back, and she goes, “Hey, but I would like to talk to you about it now.” I’m like, “Okay. Well, that’s great. I’m happy to talk to you about it now.” But it was her choice, like it wasn’t dad forcing something on her. It was her saying, “Hey, maybe dad can help here.” And that’s really powerful. Now, I’m responding to her requests as opposed to being a naggy dad.

Pete Mockaitis
Okay. Very good. So, then we talked about the permission piece of things. And then I’d love it when we talk about, could you just layer on the examples associated with the energizing outcome? Because I hear you in terms of, “Hey, stop being sloppy” is not nearly as energizing as “Have a commanding presence in a room,” like, “Ooh, yeah, I like that.” So, could you give us a few more examples rapid fire so we can go, “Oh, okay, I see the difference between a not-so energizing versus a quite so energizing outcome”?

Howie Jacobson
Yeah. So, a friend of mine had lost like almost 200 pounds, and he started running marathons, and he contacted me because he was starting to gain weight back, not significant but five or ten pounds, and his whole thing was like, “I don’t want to be fat again. I’m not going back there and I’m scared because I’m starting to let things into my diet a little bit.” And we had a conversation, and the reason he wants to keep the weight off is he wants to be a better runner.

And so, his energizing outcome was, “I’m an athlete.” He’d never been an athlete, he never played sports in school, but now in his late 40s, he started seeing himself as an athlete, and so that was an energizing outcome. And to be an athlete, he was going to eat and move and live his life in such a way that he wasn’t going to be gaining that weight back, but it wasn’t about his relationship with the scale, trying to go two pounds up, two pounds down, which was, for anyone, can be a very annoying demanding relationship with very little benefit. But becoming an athlete, and seeing his identity as someone, something he never thought he could be, that really excited him and it made it much easier for him to do all those same actions.

Pete Mockaitis
Thank you. Let’s hear another.

Peter Bregman
I’ll give you one that is a little bit of a complicated process but is really, really powerful, which is a guy that I was coaching, who was very, very frustrated with the way his boss’ boss was acting. His boss’ boss was getting aggressive and promised things that he felt like, “It wasn’t really something that we’d be able to deliver,” and it was like a difficult situation.

And so, he came in, and the problem was, “I’ve got this boss’ boss who’s getting in my way, and I would really like him to just go away. Like, how do I get out from under this?” And as we thought about, “What is the outcome that you really want?” and this will drive into the next step, too, which is opportunity, but, “What is the outcome you really want?”

It’s got nothing to do with the boss, “The outcome I want is to be a powerful actor in my own world and to be able to make the changes and the moves, organizationally, that I think are going to be most effective for the organization, and do it with integrity. Like, that’s the outcome I want. Like, I want power. I don’t want to be hamstrung by this manager,” the manager’s manager, in a sense, “And I don’t want to feel like my integrity is in question but I really want the freedom to deliver for my customers the way I want to deliver for my customers.”

Okay, great. So, now, it’s not about the manager’s manager anymore. Now, that problem still exists and we’re not going to ignore it, but, “The outcome is how I want to show up in the business, how I want to show up as a leader, how I want to show up as a contributor in the business.” And that’s an outcome that’s exciting, like, “Well, I’m going to have some power in how I show up. I’m excited about that.”

So, I can give you other outcomes, but do you want me to jump into the opportunity here, like where the opportunity falls in? Because, to me, I found this to be a fascinating one. It turns out that the same characteristics of that boss’ boss who was aggressive, and out there, and shooting from the hip, and willing to make promises, that there were things about those behaviors that were potentially very, very damaging, and there are ways in which this person that I was coaching was so far removed from those kinds of behaviors that he wasn’t able to have an impact.

Meaning, he wasn’t making commitments until he was a million percent sure that these were the right commitments to make, that he was afraid of being too aggressive, that these attributes that he saw as so negative in his manager’s manager were attributes that he was missing in his own life, and was making it harder for him to show up.

So, now, it turns out that this problem that he was trying to solve turns out to be a key element to how he’s going to achieve his outcome, which is, “I don’t have to get rid of my manager’s manager or avoid him or try to work around him. I actually have something to learn from him. And it doesn’t mean that I’m going to lose my integrity, and it doesn’t mean that I’m going to agree with everything he says, but there’s something about his behavior that I find alienating that can really help me to be successful. And because I find it alienating, I’m staying as far away from him as I can, and it’s limiting my own growth.”

“And so, I actually am now going to get into a little bit of a development relationship with him, which now is exciting because this behavior that was so infuriating to me beforehand, and so frustrating and alienating beforehand, I’m realizing, wow, I have an opportunity to learn something from this. And it doesn’t mean I’m going to take on his personality but I’ve got something I can learn here, and that’s kind of exciting when I think about how it might help me to achieve the outcome I want to achieve, which is to have more impact on the business.”

Pete Mockaitis
All right. Thank you. And the last step, create the plan, you’ve used the phrase create a level-10 plan. What does that mean? And what makes a plan level 10 versus something lesser?

Howie Jacobson
Yeah. So, level 10 is our way of saying, “I want the person who is going to commit to the plan to say, when I ask, ‘How confident are you that you will try this plan?’ they’ll say, ‘Ten.’” Because, very often, what happens is we can get people to think of wonderful things to do, and, “Oh, that would be great. And, yes, I’m so excited,” and we never ask them, like, “How confident are you?”

So, to go into it, like think about the next time you’re going to have say no to a cookie, Pete, or the next time the guy you were just talking about has to have a development conversation with the manager’s manager, “How confident are you that you’re going to actually do it?” And we then take people to think about what’s that moment, and really like, “Yeah, no, I probably wouldn’t,” or, “That’s a step too hard,” so then we can say, “Okay. Well, let’s think about the rungs of the ladder. Can we do something easier?” Because momentum and motivation come from confidence, and confidence comes from experience.

So, one of the things we’re helping people do, one of the four attributes we’re looking for is this emotional courage. And so, we want people to challenge themselves but we don’t want them to have something that they really don’t think they’re going to do because the best predictor of whether you’re going to do something, aside from whether you want to do it, is whether you think you can. So, that’s why we say level 10, where we want to make sure that we’re offering people a path forward that they are willing to try because they think they can succeed.

Pete Mockaitis
And, zooming out a bit from this, I mean, sort of across the four steps, what are the top things that we shouldn’t do? Any key phrases not to say? I’m already kind of gathering that it’s like, “You always do this. What’s wrong with you? Get your act together.” All those things are probably incompatible with your ethos and model here. But any other choice words or phrases to embrace or avoid?

Peter Bregman
Sure. I think anytime you’re going to give someone advice that’s not requested, and it took me a long time to learn this because people pay me a lot of money to give them advice. Like, I’ve built a really good business on giving people advice. So, when I try to give advice to people, like in my family who are not asking me for advice, I find it’s not appreciated the same way I would expect it and want it to be appreciated. So, anytime, like to really hold off on criticizing people or giving them advice or even suggestions, unless they’re asking for it, is really helpful to do, and that means sort of managing and controlling your own emotions around kind of what you’re seeing and what you want to have happen.

Another thing is, and this sort of seems obvious and yet it’s very hard to hold back, sort of snide passive-aggressive comments, like, those are not very helpful. Or, even little comments, like, “Oh, huh, so you’re eating another cookie?” Like, not helpful. Commenting on your behavior is probably not going to have the impact that you wanted to have. If you comment on someone’s behavior, like giving them a narrative, “Oh, I see you went for seconds,” or, “I noticed, oh, you’re talking again in the meeting. Another comment from John.” Those things lead to shame, and shame is an inhibitor of change.

So, if I feel shame about something, it’s counterintuitive. If I feel shame about something, I’m probably going to deny that I’m doing it and I’m going to end up keep doing it because we will do almost anything not to feel shame. And so much of the way we try to change people, often elicits shame. And so, any kind of comment that is offered without permission, I would say don’t share.

Howie Jacobson
And there’s a flipside to that, which is we think so we’re not going to say negative derogatory things, that we want to say positive upbeat complimentary things, and that can be dangerous. If someone comes up, we’re working on the plan part, and we’re helping them identify options for what they could do, and they say one and it’s the one we’re thinking of, we could say, “Oh, that’s great. That’s terrific.” We’ve just shut them down, they’re not going to think of other ones because now they’re afraid, “Well, if I say another one, then he might not like it as much.”

So, we want to make sure it’s not our agenda that’s driving it, and we want to appreciate their willingness, their courage, their willingness to be in the process with us, but we want to not evaluate. And the flipside of a negative evaluation is a positive evaluation which still puts us in charge.

Peter Bregman
And to your question, Pete, about let’s keep it really simple, what do you say or you don’t say. That’s where the four steps come in. It’s like it’s actually very simple. Ask permission,  , like, “Hey, do you want to talk about this? Or, can we talk about this?” If they say no, it’s a non-starter. If they say, “Yeah, I’d love to,” then the only thing you’re saying is, “What’s the outcome you want here? What are you going for? What are you looking for? What, ideally, would you want as an outcome?”

And then you’re just engaging in a conversation about how they might be able to get there. We make things more complicated than it needs to be in many ways, and it’s very simple. Ask permission. Identify where you’re headed, what the outcome is. And then brainstorm ways of getting there and opportunities that your problem might be offering you.

Pete Mockaitis
All right. Thank you. Well, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Peter Bregman
I think the only thing I would want to mention is that this is…I think changing other people gets a bad rap. As soon as you say, “You can change other people,” you’re seen as possibly as manipulative or like you’re controlling, and I honestly feel like changing other people, helping them make the kinds of changes that they struggle with and are unable to make on their own, is the most gracious, kind, caring, loving thing that we can do.

And the reason Howie and I wrote this book is because to give people the skill, the capability to skillfully help others make changes that they struggle with in their life. The world is a better place if we’re able to do that with each other. So, I just wanted to kind of share that.

Howie Jacobson
Yeah. And we talk a lot about the litmus test of whether you were successful is whether the person thanks you afterwards, like they’re really grateful for the conversation. It’s the opposite of half nelson-ing them into compliance.

Pete Mockaitis
All right. Thank you. Well, now, could you share a favorite quote, something you find inspiring?

Peter Bregman
One of my favorite quotes of all time is Frederick Buechner, the theologian, who wrote, “Your vocation in life,” or the work that you should do, your calling, “is where your greatest joy meets the world’s greatest need.” Like, find that intersection of your greatest joy meeting the world’s greatest need, and spend your time there. I love that quote.

Howie Jacobson
One that’s come to recently is very much related to the book is a Joseph Campbell quote, he says, “Where you stumble, there lies your treasure.” So, all the places that I say, I wake up and I say, “Ah, I wish this wasn’t happening,” to look at it again and say, “What can I make of this? How is this an opportunity for me to become a better person?”

Pete Mockaitis
All right. And a favorite book?

Peter Bregman
I’m going to be a little disappointing here but almost all of…I mean, I read a ton of books for my podcast, but my favorite books, or I make a habit of reading what my children are reading, and my children are really into like YA fantasy fiction, and the Crooked Kingdom is the last thing that I read. My kids often will tell me, “There’s a lot of leadership in these books. You should have the authors of these YA fiction fantasy books on your podcast.” And I’m like, “Yeah, maybe I’ll do that someday.”

But I love reading what my kids are reading.

Pete Mockaitis
Well, thank you.

Howie Jacobson
And, for me, the book that’s had the biggest impact on me over the past couple of years is Sand Talk by Tyson Yunkaporta, and the subtitle is “How Indigenous Wisdom Can Save the World.” And it’s an indigenous Australian philosopher and craftsman talking about Western civilization from his perspective and how it’s unsustainable and the lessons we need to learn. And it’s a very beautifully insidious book. It got inside my head, and I’m now seeing all of our problems from this other perspective. So, I found it very helpful.

Peter Bregman
Howie, you are so much more profound and sophisticated than I am.

Howie Jacobson
I wish I had known what you were going to say. I didn’t have to go that high to beat it.

Pete Mockaitis
And how about a favorite tool, something you use to be awesome at your job?

Peter Bregman
Honestly, like I got to tell you, the tool is my phone but I use it in a very, very different way than 90% of the people, which is I actually use it to make phone calls. Like, I love, I just pick up the phone and I call my clients and we’re in this brief conversation, even if it’s a 10-minute conversation, and I just…I really love the phone for the use that I grew up, knowing what it’s for and having real conversations.

Howie Jacobson
My tool right now is my adjustable height desk.

Pete Mockaitis
Oh, yeah.

Howie Jacobson
I do different things at different heights, I found. Like, I write at one height, I podcast to the second height, I do admit in the third height.

Pete Mockaitis
Those are fun for sure. Well, do you have a final challenge or call to action for folks seeking to be awesome at their jobs?

Peter Bregman
My final call to action would be to, and do it now as you’re listening to this podcast, think of one person in your life who could really benefit from your support, like one person, and start to try to use this stuff. Take that first step and ask permission if you can have the conversation with them because you will be awesome in your job if you help the people around you be awesome at their jobs. And so often, we think we’re struggling to be awesome at our jobs despite the people around us. And I think we would be far more awesome in our jobs if we can help all of them be more successful, we’ll be more successful as a result.

Howie Jacobson
Yeah, I want to leave that right there.

Pete Mockaitis
Alrighty. Well, Howie, Peter, this has been a treat. I wish you lots of success and positive vibes as you’re changing other people.

Howie Jacobson
Thank you.

Peter Bregman
Thank you, Pete. Such a pleasure being on with you.

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