This Podcast Will Help You Flourish At Work

Each week, I grill thought-leaders and results-getters to discover specific, actionable insights that boost work performance.

1015: The Science Behind Setting, and Achieving Your Biggest Goals with Caroline Miller

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Caroline Miller shares the overlooked science that helps you pursue your most ambitious goals.

You’ll Learn

  1. The top goal-setting myths to abandon immediately 
  2. The two types of goals and how to set them 
  3. The BRIDGE methodology for effective goal-setting 

About Caroline 

For over three decades, Caroline Adams Miller has been a pioneer with her groundbreaking work in the areas of the science of goal setting, grit, happiness, and success. She is recognized as one of the world’s leading positive psychology experts on this research and how it can be applied to one’s life and work for maximum transformation.

She is the author of nine books, including My Name is Caroline, Getting Grit, Positively Caroline and Creating Your Best Life, which the “father of Positive Psychology,” Dr. Martin Seligman, lauded in Flourish as “adding a major missing piece” to the world of goal setting. She is a magna cum laude graduate of Harvard University and attained one of the first 32 degrees in the world in Applied Positive Psychology from the University of Pennsylvania.

Resources Mentioned

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Caroline Miller Interview Transcript

Pete Mockaitis
Caroline, welcome back.

Caroline Miller
Thanks for having me.

Pete Mockaitis
Well, I’m excited to talk about Big Goals. And I’m curious, you’ve been around the block, doing a lot of research, positive psychology, and more, what would you say is your most fascinating discovery you’ve made about us humans and goal-setting, goal-achieving?

Caroline Miller
I think my biggest awareness aha moment is that, 20 years after I learned goal-setting theory, the number one ranked management theory of all time of 73 theories, also known as the 800-pound gorilla, everyone sets goals and no one knows this number one theory, and it floors me to this day that it remains one of the most unknown, but most validated theories ever to come out of psychology.

Pete Mockaitis
Now, I’m intrigued. So, if there’s 73 theories, how does a theory get to win number one? I’m imagining a reality TV show which the theories are competing against each other with judges and audience input. How does that work?

Caroline Miller
Well, I only report the news, but I do know I have research showing that academics, management theorists, people in the field who actually know what the science is about when you look at self-efficacy theory or different kinds of bias, etc., goal-setting theory is universally ranked number one because of its importance and because everyone does it.

And if we knew the science, which is so amazing that people don’t, if we knew the science, I do believe we’d be more productive, more engaged and more successful. And as a mother, I also feel strongly that our children would grow up with dreams that they have the tools to accomplish, which I don’t think they have. And I think that’s a huge error we’ve made as a society and as parents to not have this science and teach it.

Pete Mockaitis
Well, I’m intrigued. Like, what kind of lift might we see in terms of our goal attainment rates, peddling around as we do, ignorant of the science versus utilizing all these best practices?

Caroline Miller
I can’t give you a percentage, but what I can tell you is that most people disengage and become overwhelmed by the size of their goals, the fact that they have a big dream and they don’t know where to start. And so, as the mother of three adult children who grew up being told to tell them they were winners and that, if we did this, they would all grow up confident and happy, and they’d be very hard workers.

What instead we found out, now that this era of self-esteem parenting is over, is that for the most part, they’re fragile and they can’t always take feedback or performance reviews. Now, I’m not being universal, not all are like this, but the findings are pretty robust that this is a generation that doesn’t know how to do hard things and break goals down into small component parts and have mastery experiences. But I also speak for the parents.

I mean, I’ve known this thing for 20 years. I’ve been all over the world. I work with CEOs and leaders and companies big and small, countries big and small, and they all set goals and no one has this science. So, I think, universally, we are underperforming and underachieving. And one of the things in Big Goals that I’m really proud of is I dug into the research that shows that it’s mostly white men who have benefited from these productivity systems that started in the 1880s and do not benefit women and people of other cultures, partly because we weren’t around.

We weren’t in the workplace. This is not how we thought the workplace would be, but it hasn’t evolved, and it’s something that isn’t discussed. It’s time to have this bridge between the 20th century and the 21st, and my book addresses that gap that I’m happy to share more about.

Pete Mockaitis
Well, yeah, I guess I’d like to understand, if you don’t have a precise percentage, perhaps could you tell a story in terms of a transformation unfolding by utilizing the science?

Caroline Miller
I could tell you a million stories. I worked with one executive, a lot of executives, but I’m thinking of one in particular, a CEO of a major, let’s call it, outdoor remodeling company, who through COVID just kept setting the same performance goals for the salespeople and his senior leadership team, but the entire society turned upside down. We were in, what Locke and Latham would call, a mass learning goal condition where everything you did five, ten years ago can’t be done the same way anymore.

We’ve got a distributed workplace. We’ve got artificial intelligence. We’ve got all kinds of supply chain issues. And so, what he did was he hit pause on all of the goals that he had for himself and for his senior leadership team, and he said, “Caroline Miller’s going to come in and teach us about goal-setting theory, and we’re going to now slow down, and we’re going to take all of these goals and turn them into learning goals because we’re learning new ways to do things.”

The world is different. This is a period not unlike after the Black Death, which gave birth to the Renaissance, which became more evidence-based approaches to medicine and art and science and so on and so forth. So, what he did was he changed the entire goal-setting dashboard within the company. People were able to take the time to learn how to do their jobs in new ways because they had to. They couldn’t meet with customers in person anymore. There were different ways of working with computer systems that people had to learn, let alone artificial intelligence. That’s a whole different conversation.

And as people slowed down, they became more curious and engaged in what they were being asked to do, how the onboarding was done. And as a result, the company hit record profitability in the last few years, and he’s a very satisfied customer. But that’s just very typical of what happens when people learn about Locke and Latham’s goal-setting theory and realize that there are two kinds of goals: performance goals and learning goals, and you can’t mix them up.

And when you do, when you take something that the world has never done before, you’ve never done before, a learning goal, and you skip the time that it takes to gather the skills and the education, the knowledge to do this job, and the time to kind of try out “How do I personalize my approach to this?” what you end up is something called goals gone wild, which is embodied by Boeing’s 737 MAX disasters. The Titan Submersible was stocked in rush.

You can’t skip the learning component when you’re doing something for the first time. When you do, people lose their reputations, companies lose their reputations, and in the case of the Titan Submersible, Boeing, other companies, Ford, the Ford Pinto, people lose their lives. So, it’s a serious issue. It’s a simple theory, but the importance of getting it right cannot be overstated.

Pete Mockaitis
Okay. Well, so lay it on us, what’s sort of our fundamental misconception? Is it the performance learning stuff?

Caroline Miller

I think the fundamental misconception is that people think SMART goals is science, and it’s not. It was this dude, this manager in 1982, who was going to give a presentation. It was this sticky acronym, specific, measurable, attainable, realistic, whatever. I mean, the part of the problem that we’ve discovered with SMART goals, because it’s been studied, is not only does it undermine goal achievement, because if you use the word “realistic” for “R,”what you find is that people undershoot their ability to go after hard goals. And Locke and Latham found that the best possible outcome for all goals is challenging and specific.

So, imagine my arm reached out in front of me, or yours, and the goals that we should be shooting for that always get the best outcomes are past our fingertips. So, when you use “R-realistic,” what you find is that people undermine their ability to find out what they’re made of, and they usually shoot and get very mediocre results. But it’s called “jargon mishmash syndrome,” because “smart” means different things to different people. So, it’s not science. It’s just not science.

So, that’s one of the first things that I would say is that people labor under the conception or the misconception that they know the science of goal-setting, and I think we take it for granted that we have accomplished things in our lives, “And if I did this, I can do that,” when, in fact, the science came out in 1990, and it’s still the most unknown, undelivered piece of research from academia into the mass market, and it stuns me every day.

No matter where I’m talking, no matter who I’m working with, their productivity dashboard in their company or in their lives is based on an urban legend, or vision boards, or law of attraction, or some version of that. And we are not supporting ourselves and the people around us, and our children in particular, in the best possible way if we don’t go out and learn this science.

So, I think it is a crisis of unimaginable proportions because we have a generation that is anxious and depressed and disengaged from the workplace and quite often comes right down, as Gallup said in their State of the Workplace in early 2024, “The number one problem facing all workplaces is a lack of productivity based on faulty goal systems.” We don’t have good goal hygiene. And if we don’t know the science, it’s like trying to put a cornerstone down for a building that’s rocky or isn’t going to hold the weight of the building and everything’s going to crumble.

We have to know the science of goal-setting. This to me is an urgent plea for everyone to stop and say, “It’s time to go in an evidence-based direction,” just like we did during the Renaissance after the Black Death. Everything has to come up a notch and I’ve worked on that. Plus, in the book Big Goals, I introduced something called a BRIDGE methodology that then is the gap between “Here’s goal-setting, theory, here’s the right goal, but how are you going to accomplish it?”

And what I’ve brought to bear is all of this science that no one has heard of from academia, from psychology, from motivation, from mindset research, from grit, to help us understand how to accomplish those goals. And as I said earlier, there’s a gender component that people haven’t paid attention to. Not all approaches to productivity and goal setting fit everyone. You have to personalize it based on who you are and where you are.

Pete Mockaitis
Caroline, are you telling me that if I put my dreams on a vision board and secrete them to the universe, the universe is not going to bring them into my reality?

Caroline Miller
Hmm, let me think about that. No.

Pete Mockaitis
Okay. Well, then lay it on us, let’s get these principles associated with the goals theory.

Caroline Miller
Well, what I will say about vision boards is the reason why they hang around so much, I call them these zombie theories, they’re just not dying like SMART goals. They’re dying. They’re hanging around but they won’t go away. There’s some little kernel of something important in vision boards, and that is the science of priming.

When we remind ourselves with pictures or words or aromas, things that enter our conscious and subconscious minds that prime us to act and think in goal-directed ways, we are more likely to accomplish our goals, but that’s a small subset of what must be done. It’s never enough to just have a vision board or to just chant or to write something in lipstick on your mirror.

I think that we’re not taking ourselves seriously if we’re going to just have this one-dimensional approach or magical approach to getting what we want. We can’t skip the hard work piece, that’s just not possible. And you know what, even little kids know that if you give them something that they haven’t worked hard for, they don’t tend to value it. None of us do.

Pete Mockaitis
All right. So, let’s hear the principles fundamentally. How do we set goals?

Caroline Miller
How do we set goals? So, we start with goal-setting theory, basically, “Do I have a performance goal or a learning goal?” In the book, I call it performance goal with checklist goal. So, this is something you’ve done before that’ll fit on a checklist, and you can actually give that checklist to someone else and they’ll have a shot at accomplishing that goal.

So, what it is, it’s like a hotel maid, it’s like a surgeon going into the operating theater and checking “Do I have all the right instruments or the right people around me?” or a pilot in a pre-flight checklist. Checklists are for things you’ve done before and you don’t want to skip a step. And for that reason, you know that you can set a specific outcome by a specific date. And again, Locke and Latham say challenging and specific. That’s a performance goal/checklist goal.

The other kind of goal is a learning goal. So, you start with that, and you can call it a moonshot goal, meaning you haven’t done it before, and the world hasn’t done it before. And then you have to say, “What is it I need to learn in order to accomplish this goal? Who has that knowledge? Is it on Wikipedia? Is there a YouTube? Is there a book? Is there a podcast? Where am I going to flatten my learning curve?”

So, then you go into this BRIDGE methodology I came up with, the brainstorming. But the brainstorming really ought to start with this one prompt that I keep coming back to, “What’s new? What’s new? What do I not know yet? What’s new in the world that would help me become more efficient and effective in this goal?”

And I’ll just tell you one little story that I’m just transfixed by, and that’s this Herculaneum papyri, how they’ve solved this library of charred scrolls. Julius Caesar’s father-in-law in Herculaneum, when Vesuvius dubious erupted, the biggest, most wonderful library in ancient history was charred and these scrolls became like little pieces of firewood. And for years, hundreds of years, I want to say 400 years, we’ve been trying to unroll them.

Guess what happened? During COVID, the former CEO of GitHub got fascinated and bored by the fact that he’s sitting at home every day and he goes on Wikipedia, and he starts looking up ancient tragedies and catastrophes, and he stumbles on this unsolved thing like, “Oh, my God, what do we know now from Silicon Valley, from high particle accelerators, from artificial intelligence that could help us unroll these scrolls?”

Long story short, they now have unrolled, by using artificial intelligence and beaming lights into these scrolls and virtually unwrapping them, they have started to read these ancient scrolls and it’s going to remake everything we know about religion and art and philosophy. It is just stunning. So, you always start with what’s new.

So, in the book, I talk about why traditional brainstorming approaches don’t work, but I have a long set of prompts I have in the book to help people through brainstorming. Relationships. Relationships mean not just “Who do I need to know and have in my life to accomplish this goal? But who do I need to put a container around and keep them out of my life while I’m accomplishing this goal?” People don’t look at that and that’s critical.

And we know research from Shelly Gable at the University of California Santa Barbara, she found that when you share a big goal, a dream with somebody else, their response has to be curious and enthusiastic. That’s the one signal that says to you, “This person has my back, they’re in my corner, and I can tell them more, and they are going to help me accomplish that goal.” So, “Who should be in my life? And who shouldn’t?” Relationships.

Investments, “How am I going to invest my character strengths in the pursuit of this?” We know from positive psychology that knowing your top five-character strengths and using them, deploying them in new and interesting ways to accomplish your goals, or to interact with people throughout the day, makes you more successful. It also makes you happier and it makes you more authentic.

So, the investments can be time, energy, money, character strengths, but you have to think through, “What am I going to sink into this process that I have to build a budget for, build a time budget for, etc.?” So, BRID decision-making. Oh, my gosh, I love this topic. So, when Danny Kahneman, who won the Nobel Prize in Economics for sunk cost theory and all of his work on how do we value the things that we spend time with, he also did a lot of work on bias.

But at the end of his life, he wrote this brilliant book with two other economists called Noise, and he was saying that the biggest mistakes we make in decision-making is when we don’t do a noise audit of how we’ve made previous decisions, identical decisions, “What are we being impacted by? Did our football team win or lose yesterday? And are we making the same decisions as judges in identical cases? Are we paroling these people and keeping these other people in jail?”

Noise is a huge part of how we make decisions. It’s rare for me to find someone who has sat down and made a list of their best decisions and the components of those decisions, and done a noise audit. And I think this is why there’s a big move to teach game theory and Poker, especially to women who don’t always learn how to take risks. Poker, and Texas Hold ‘Em in particular, is how we’re beginning to teach people how to take risks in decision-making situations that they must take, even if they have imperfect information.

Pete Mockaitis
With noise, we’re defining that as our historical track record of decisions? How are we defining noise here?

Caroline Miller
Noise is when we have the exact same decision to make about, let’s say, a referee on a football field, right? And it’s the same player going off sides, and it’s a Sunday or a Thursday night game, and you didn’t get a lot of sleep before the Thursday night game, and you see the same player or the same play unfolding in front of you but you make a different decision. You throw a flag or you don’t throw a flag.

Noise is when you have the same kind of decision to make but you make it differently on different days because of things that are going on in your life, and that’s different from bias. Bias is when you’re biased against a certain gender or a certain class of people, or you’re biased against people who didn’t go to your school and you’re a hiring manager. That’s bias. Noise is when you’re allowing the variables—usually you don’t know this is happening—to interfere with decision-making so that your decisions are uneven.

And what’s interesting is artificial intelligence is proving to be one of the greatest ways to spot and fix noise problems in decision-making because it’s just taking data and making a decision on an algorithm, and that’s really what we need to strive to do. Does that help?

Pete Mockaitis
Yes. So, could you just give me eight examples of noise variables?

Caroline Miller
Another example of a noise variable, I said about a hiring manager, would be, let me think, I’m going to go back to a judge, a judge who is making parole decisions. And during the course of a day, at 8 o’clock in the morning, they make a parole decision and a complicated decision where they give somebody parole instead of sending them back to jail because they had a good night’s sleep, their football team won, but maybe their willpower is a little bit higher in the morning. But they’re making a decision that they won’t always make at the end of the day from decision fatigue. That’s noise.

Pete Mockaitis
I see. So, the variables would have to do with the rest, their rested-ness is noise because it’s not actually a valid consideration in terms of what is optimal for a decision regarding that person’s fate. And so, if they’re tired, they’re hungry, they just got in a fight with somebody, it’s sort of like they’ve got an emotional thing going on.

Caroline Miller
They’re distracted, yup.

Pete Mockaitis
And I’ve also heard that we can estimate the steepness of a hill differently if there’s a friend with us or not. And so, in a way that’s noise. Friendship is noise. It’s somewhat ambiguous, but we’re assessing our prospects based on things that are not intrinsic to the situation on the ground.

Caroline Miller
I know the research you’re speaking of, that’s a little bit different than a decision. That’s a thought. That’s a thought you’re having, and you’re saying this is a more effortful climb or it’s not, based on whether you’re looking up, down, do you have a heavy backpack. I’ll give you another example of noise that I think most people can relate to is a radiologist reading mammogram screens and they look identical.

There’s very little difference between the two mammograms, but depending on the time of day, again, “Did you sleep? Did you have a good lunch? Are you distracted because you got a call from school and your child needs to be picked up?” What you might do is send somebody to come back in for a second mammogram, or say to the other person “You’re clear.” And again, I’ll just say, artificial intelligence is reading scans and removing noise from decision-making. It’s fascinating.

So that’s just another example of noise. Same screen, same X-ray, different decision, based on the noise that’s going on in your life. And what’s interesting is Kahneman said, at the end of his life, and he died in March of this year, he said, “This is a bigger problem that’s so not discussed, bigger than bias.” And we get all this bias training. Noise is a bigger problem and it potentially cost companies and countries billions of dollars.

Pete Mockaitis
Yeah, okay. And you said there’s a final component.

Caroline Miller
So, grit. So, I’ve worked closely with Angela Duckworth. I wrote a book called Getting Grit and I’m fascinated by the fact that we can break grit down into components like humility, and patience, and the ability to take risks, and persistence, and perseverance, the ability to stick with a task just a little bit longer.

When you have big goals, it’s baked into that idea, that fact, that you’re going to have to be more than just resilient. You’re going to have to do hard things for a long period of time. So, you have to essentially do a grit assessment on yourself, “Do I have what it takes to actually hang in there through the dark night of the soul? Do I have the people around me who will reflect back to me that I have what it takes to finish what I’m starting right now?”

Grit is a quality that can be cultivated and it can also be contagious. So, Angela Duckworth found at West Point that if you had a low grit score, because she does the grit scale on incoming cadets at West Point, because what they found is your grit score predicts whether or not you drop out that first summer, Beast Barracks, because they couldn’t figure it out.

For a hundred years, they couldn’t figure it out. Leadership scores, grades, whatever, nothing, nothing spoke to the dropout rate during Beast Barracks until the grit scale. And she found that when you room a lower grit score cadet with a higher grit score cadet, it’s contagious because you do a few things differently for longer periods of time. You might even be a mindset. I call it changing the channel. You can learn to change the channel in your brain to go to a place where you hang in there a little bit longer. So, you have to have what’s good grit, and you can build it.

Pete Mockaitis
Now, is the higher contagious to the low-grit person or vice versa?

Caroline Miller
Yes, high grit. Well, the lower grit person becomes grittier, yes.

Pete Mockaitis
The higher grit person does not become less gritty? They’re not infected by the lazy person there?

Caroline Miller
No.

Pete Mockaitis
Okay.

Caroline Miller
Because the culture of West Point rewards grit. And that’s something that Locke and Latham also found is they found that people are less happy while they’re pursuing hard goals over a long period of time. They set, again, these challenging and specific goals and they were puzzled, “Why are you a little less happy while you’re pursuing these long-term goals but then happier at the very end?” It’s because society prizes and rewards that kind of behavior.

You want to have good grit. And I’ll quickly say, there are three kinds of bad grit that we all have to look out for. One is stupid grit. I call it stupid grit. It’s like summit fever in mountaineering where you see the top of the mountain and you’re so drunk on getting to the top, or you’re so arrogant that you don’t listen to the Sherpas and you’re not caring about the people you’re roped into. You see a lot of arrogance with stupid grit, and it’s people who think they know better and they won’t change direction. Good grit does not have that component because it has humility baked into it.

And then there’s faux grit. We have so much faux grit, you know, people pretending to do hard things, faking their PhD research, pretending they won the Medal of Honor when, in fact, they bought it on eBay. I mean, so much faux grit; performance-enhancing drugs. And then there’s selfie-grit, which is also bad, and that’s when you do hard things, but you are so obnoxious about it, because you tell everybody that you suck all the oxygen out of the room and that repels people.

So, good grit is important when you have big goals, because you will have to dig a little bit deeper and work harder to achieve them. And then excellence, people need to start at the beginning of their goal-setting strategy with “What am I attempting to hit here? What is my definition of excellence with my behavior, or with this particular outcome?” Because in goal setting, we say that which cannot be measured cannot be achieved.

You must have a measurement in place of the excellence you’re shooting for. And I’ll just remind you, Locke and Latham found that the best possible outcome was always past your fingertips, challenging and specific. Low goals and no goals got mediocre to no results whatsoever. And at the end of every day, believe it or not, we do scan our day subconsciously for what we’re proud of that we did that day. And the things that build what’s called authentic self-esteem are the things we did outside of our comfort zone in pursuit of meaningful goals.

We never build our confidence and pride on doing easy things. And this is why I believe we have really done a tremendous disservice to the generation of young adults now when we took away valedictorians and gave them comfort animals, and we dumbed down the playgrounds, and we just did a lot of things that ended up stripping elite out of their vocabularies, and they didn’t know “What does excellence look like? And how am I going to get there?”

And the minute you introduce that back in, people take more pride in what they’re doing and they change their perception of themselves, “What am I capable of doing? How did I do it? And I’m proud of myself and I also know who has my back. I know who was there for me when it was hard, and when I fell down, and when I needed to get back up.” That’s why we all need to do hard things, because it changes our lives, and I believe it changes the world. And knowing goal-setting theory makes it more possible that we can do these things.

Pete Mockaitis
All right. Well, could you perhaps give us an example of a worst practice and a best practice approach to, let’s say, we’re tackling a goal to launch some new and improved marketing initiatives to reach record-breaking levels of revenue?

Caroline Miller
So, let’s say you’re at a company and you’re launching sweatshirts, and you’re trying to decide whether or not you’re going to have this font or that font, or this color or that color, and you just want to do a brainstorming session. So, you pull everyone in, 30 people into a conference room, and you start throwing around ideas. And at the end of the day, you’ve come up with maybe one or two good ideas, but, hey, that’s it.

And then you don’t set a target for, “Well, how quickly can we do it?” or, “Is there a better way to do this?” Remember, brainstorming, you also want to know what’s new, “Is there a better, more efficient way? How do we find out where to do that?” You don’t find out any of those things. It’s what we’ve always done before. This is the approach we’ve always used before for brainstorming.

You don’t even stop and think about relationships, “Who in this company also has to know that this is our timeline for achieving this goal? Whose support do we need?” You don’t figure out investments. You don’t even realize that the cost of the kind of material for these sweatshirts has gone up, “Oh, my gosh, your budget is blown.” Your decision-making, you’ve never figured out “What if I have to pivot? What if COVID hits? What if the whole world shuts down? Do I have a playbook for pivoting?” Probably not.

Good grit, “Oh, my gosh, I’ve never faced a situation where I didn’t succeed in this job.” So, then you maybe blame it on somebody else, and excellence is you probably never started with a target. What’s different, what to know what’s good, is when you have this goal, “Okay, I’m going to make the best possible sweatshirts with this font and this color and the rest of it.”

And then you go, “Okay, who around me, who in this world is doing it better than us? Who has set some kind of dimension of excellence that we can look to? Are they using the kind of fabric that doesn’t kind of go into the trash dumps? Is it biodegradable?” So, you study what excellence looks like. And instead of putting all the people who look like each other in the same room where you get, what I call the Habsburg-Jaw effect, where it’s sterile, there are no ideas that actually live past being in that room because they’re not interesting and they’re not diverse.

You do a very different approach where you maybe have people submit their ideas. Instead of being in a room, you want a diverse set of people brainstorming, and you figure out, “Is this a learning goal or a performance goal?” It’s probably a performance goal because you’re making – I hope this isn’t going on too long – because you’re making sweatshirts. So, you’ve done it before and you know you’ve sold 100,000 in six months at this price.

So, you say, “Hey, we’re going to do it with this new fabric, and it’s within our budget, and it’s a performance goal for us so we’re going to sell 200,000 more. And here’s how we’re going to do it because we’ve got this new factory process, we’ve got this new sweatshirt, we’ve got these people who are giving us better prices on fonts, etc.” You go into the decision-making, “What do we do if…?”

Let me give you an example on this, if you don’t mind. Abercrombie & Fitch was about to introduce what they called their best dressed guest line, and they had, just as COVID hit, they had taken pictures of all the models, they had all the clothes made, best dressed guests. It was designed to appeal to millennials who needed five outfits to go to weekend destination weddings, which was the big thing. So, suddenly COVID hits, and they’ve got this marketing line all paid for, they’ve got the budget, they’ve got the models, they’ve got the pictures, and it’s not usable because no one’s getting on a plane, no one’s going to a wedding, and no one’s buying clothes.

They pivoted quickly. They sent cameras to all their employees. They said, “Wear our lounge clothes. Take pictures of yourselves. Those are our ads for the next year and a half.” That kind of agility and that ability to pivot and do that kind of decision-making was such a plus for Abercrombie & Fitch. So, then they reintroduced best dressed guests when COVID passed, and, anyway, that ended up being a big hit too.

So, you have to know, “What’s going to happen if we have a black swan event like COVID?” And then grit, I already explained. And then excellence, you start with “This is a performance goal for us. This is what we’ve done before. What’s challenging and specific?” You name that number and then you measure along the way to make sure that you’re hitting those targets.

Pete Mockaitis
Now, let’s say it’s a learning goal that it’s new and never before done, how do we approach that differently?

Caroline Miller
Okay. So, let’s just take the Apollo spacesuits. So, there was that horrible implosion where three astronauts died in, I think, the Mercury capsule, Gus Grissom and his two colleagues, but Apollo was still going to put a man on the moon. That was their goal. So, they had to make these spacesuits that were going to withstand the kinds of pressures and fires and gases that could leak into the suit. So, what did they do?

They didn’t set an exact date and time by which they would have the suit, but they went and they found people who knew how to deal with stretchy fabric and who could sew with great precision. And what did they do? These engineers went and found these seamstresses at Playtex, the girdle company, and they met with them. And in a room of brainstorming, they honored the knowledge and the wisdom of these teenage and young 20-year-old seamstresses quite often who could sew with precision to 1/32 of an inch.

And instead of saying, “This spacesuit will be ready by September,” they said, “We’re going to get this right and we’re going to incentivize everybody here to have the standard of excellence, that this is going to keep people alive, and it’s going to allow the United States to come back with what we need to learn about the moon.”

So, all the seamstresses had pictures of the astronauts hung over their sewing machines to remind them of the importance of what they were doing. So, they baked in the motivation, and so only the definition of what excellence looked like was “Could this spacesuit allow Neil Armstrong to move and twist and maneuver and reach down and pick up lunar rocks?” It wasn’t, “We’re going to have it done by a certain date.” Excellence is, “It’s got to work and it’s got to pass these tests. And that’s when we’re going to say we have a spacesuit that’s going to go to the moon.” That’s a learning goal.

Pete Mockaitis
Okay, thank you. Well, tell me, Caroline, any final do’s and don’ts that we should know about setting and achieving big goals?

Caroline Miller
I think the most important one is to assume that you know nothing. And I hate to say that, but 20 years ago when I was handed goal-setting theory at the University of Pennsylvania as one of my first assignments in this Masters of Applied Positive Psychology program, I own Zig Ziglar, Brian Tracy, Tony Robbins, Stephen Covey, every single person, I had their books and I got goal-setting theory and I went home and I looked at all of them. They were all urban legends.

And yet, this is how we have built companies. This is what we’ve instilled in productivity systems. If you don’t know goal-setting theory, you don’t know how to really set goals effectively. Just start with that one assumption, dip into Big Goals, and just learn goal-setting theory in the first three chapters of the book.

Get that and then move on to the BRIDGE methodology, because if you do that, there isn’t any dream that you have that you can’t have a really good shot at achieving because you’ll be able to create a strategy that’s going to get you as close as you can possibly get to that dream or get you there. Because I really do believe that the science changes our lives and it makes us more hopeful and optimistic.

I also want to say that one of the most important things in this book is that women do not typically do as well with all the motivational kind of programs and advice that’s been doled out for 50 years. I’ll just give you an example. When women perform jobs on time and tasks on time and get things done on time, they do not get credit for it. Instead, men often, who work longer hours and who don’t get it done on time, the men get rewarded for being seen as harder working and more committed to the company.

So, it’s really important that when you pursue a goal, you have to know what’s the culture you’re working in and how is that culture going to support you in the process of pursuing and achieving your goals, and that’s just one of many examples in the book. You have to know, “Does my company and does the culture I come from and my gender support using this advice to achieve my goal? Or is it going to backfire?”

Because men tend to approach goals as winning and domination and power and success and often money, and women are more communal. They’re not as agentic. That’s not what women get acculturated and rewarded for. So, you can’t just take the goal-setting advice that’s out there on lots and lots of podcasts.

Because, quite often, we don’t hear voices other than men talking to men about men, like Special Forces and presidents and examples that are unrelatable to a lot of us who are taking in really, really interesting stories and advice, but pause and say “Does this story relate to me and my life and what I do and what I look like?” Because if it doesn’t, make sure you do the research to find somebody who does fit that. That’s going to be the advice that’s going to help you the most.

Pete Mockaitis
Okay, thank you. Now, could you share a favorite quote, something you find inspiring?

Caroline Miller
My favorite quote is, “You can’t keep what you don’t give away.”

Pete Mockaitis
All right. And a favorite study or experiment or bit of research?

Caroline Miller
My favorite study is the “Benefits of Frequent Positive Affect” by Sonja Lyubomirsky, Laura King, and Ed Diener. And they found, at the same time, 2005, as I went back to school, that all success in life is preceded by being happy first. So, any goal strategy plan has to start with how you boot up your well-being through positive interventions, like using your strengths, exercise, gratitude, meditation. So, all success in life is preceded by being happy first, so you got to start there.

Pete Mockaitis
And a favorite book?

Caroline Miller
Woman’s Inhumanity to Woman by Phyllis Chessler.

Pete Mockaitis
And a favorite tool?

Caroline Miller
I love Perplexity.

Pete Mockaitis
I just started using that. Why do you love it?

Caroline Miller
Because it gives you the sources and citations where it’s getting information from, instead of just kind of being a wild scrape of the internet. And I’ll just say this, I just spent last weekend at Penn with the co-creator of the Google Notebook, which just got rave reviews everywhere. Google Notebook, Steven Johnson is the man I was with at Penn last weekend. He has come up with something extraordinary where you can drag all your sources and websites and links and podcasts and whatever into this one notebook and, oh, my God, you have your own brain.

Pete Mockaitis
Okay. And a favorite habit?

Caroline Miller
Favorite habit is swimming. I get up at five o’clock and I go to swim practice with other master swimmers.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Caroline Miller
“You can’t keep what you don’t give away.” And can I give you the backstory on that, because it’s very meaningful to me?

Pete Mockaitis
Okay.

Caroline Miller
Real quickly. When I was overcoming bulimia almost 40 years ago, at a time when nobody got better, it was really a death sentence. I started to get better one day at a time in a 12-step group in Baltimore, Maryland, and it was just a miracle. I didn’t think I was going to. I’m surprised I’m alive some days. And I was so thrilled and proud and happy that I was eating and healthy and just not doing all the destructive things I’ve been doing for seven or eight years before.

And someone said to me, “Caroline, it’s great that you’re in recovery, but you can’t keep what you don’t give away.” That taught me what gratitude and love and giving is all about. If you have something worth sharing that’s good, that will help somebody else, you can’t keep it unless you turn around and pull someone with you. So, people quote that back to me all the time.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Caroline Miller
My website, CarolineMiller.com, or the book Big Goals has its own website. We just loaded lots of case studies on success and failure using the BRIDGE methodology and goal-setting theory and that’s BigGoalsBook.com.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Caroline Miller
I would say choose to do hard things and choose to learn about yourself and your character strengths in the process of doing hard things. And if I have a bonus asterisk point, go to something I have no vested interest in, I don’t get anything for this, the VIA’s Character Strengths Survey. It’s free, 15 minutes, at ViaStrengths.org. And, boy, it ranks your character strengths from 1 to 24. Lock onto your top 5, and use them every day in new and creative ways to show up and succeed. It’s proven and it makes you happier to just find out what your top five are.

Pete Mockaitis
All right. Caroline, thank you. This is fun. I wish you much luck with all your big goals.

Caroline Miller
Oh, you, too. Thank you so much.

Happy Thanksgiving 2024!

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Happy Thanksgiving! Pete briefly reflects on two recent episodes that helped level up how he uses AI.

Resources Mentioned in the Show

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1014: How to Make Meetings Better for Everyone with Calendly’s Darren Chait

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Darren Chait discusses how to make meetings more engaging using data from Calendly’s State of Meetings 2024 research.

You’ll Learn

  1. Why 81% of respondents want more meetings 
  2. Three meetings to keep—and the one to stop 
  3. Surprising statistics on meeting etiquette 

About Darren 

Darren Chait is the VP of Marketing at Calendly, leading the world-class marketing organization. Previously, he was a co-founder of Hugo, the leading meeting workflow solution powering meetings for tens of thousands of customers backed by Google, Slack and Atlassian.

In a prior life, Darren was a corporate lawyer at one of Australia’s leading law firms, where he attended meetings for a living – the start of his passion for meetings and the future of work.

Resources Mentioned

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Darren Chait Interview Transcript

Pete Mockaitis
Darren, welcome.

Darren Chait
Thanks, Pete. Thanks for having me.

Pete Mockaitis
Well, I’m so excited to get into your unique vantage point, your insights, your wisdom. So, you work at Calendly, which is my all-time favorite meeting scheduling software. Use it in two businesses. So, great job, guys.

Darren Chait
Good to hear those. Thank you.

Pete Mockaitis
I’m curious, while you’ve been there, how many meetings have been scheduled in Calendly?

Darren Chait
Personally? Thousands.

Pete Mockaitis
Thousands? Millions?

Darren Chait
Well, yeah. I’d say thousands. I’ve been at Calendly for two and a half years. I think I probably would have exceeded hundreds. I spend a lot of my day in meetings, like we all do, which is why it’s such a good topic for discussion. And I really try and schedule most via Calendly because who’s got time to jump around with the back and forth and try to coordinate multiple schedules? And being an Australian, living between the US and Australia, time zones are a nightmare. So, I need Calendly to work, and luckily, so do other folks.

Pete Mockaitis
And how many meetings has the Calendly software product platform scheduled for humanity?

Darren Chait
That’s a very good question. That’s not a number that we’ve actually published before. So, you’ve heard it here first, if I had to do the math quickly, I wonder if we’ve crossed a billion, it’s possible, but I’m not sure. So, keep that one between us, all right? But I want to look into that. It’s the number I should know off the top of my head.

Pete Mockaitis
All right. Well, we’ll say rounded to the nearest billion and one million.

Darren Chait
Exactly, that’s right. It’s closer to a billion than zero, but it could even be more. I’ll have to check on that one.

Pete Mockaitis
All right, so that’s cool. So, a billion meetings, and you’ve been in many yourself, personally there. I’d love to hear, off the top of your head, what are some of the most striking, surprising, fascinating discoveries you’ve made about us workers and meetings from your vantage point here?

Darren Chait
We’ve recently published a report on this. We do it every year, and the 2024 State of Meetings Report, went in and asked over a thousand workers a whole lot of questions about meetings. And what I love about this process, this piece of content is because we do it year on year, things are changing right in front of us.

So, the number one thing that jumped out at me, which I can’t reconcile, I don’t know what your thoughts are, Pete, but 81% of workers want more meetings. Here we are talking about meetings being the bane of our existence, competing with productive work, there’s a million and one memes about meetings that should have been emails and those sorts of things, but the overwhelming majority say, “Give me more.”

Pete Mockaitis
Fascinating. Okay, now I imagine that the devil’s in the details in terms of do they want more meetings like the ones they’re having right now? Or are they looking for something else on the menu that they haven’t received yet to appease their appetite?

Darren Chait
Yeah, exactly. It’s both. So, number one, firstly, productive meetings was the caveat there. We want more productive meetings. Are we having productive meetings today? Yes and no. But I think there’s a more interesting take, which was my opinion, anyway. We sort of said, “Why? Like, how do meetings help you?”

And if you look at all the different reasons why people love meetings, 51% said connection with colleagues, 44% said more collaboration, and the list goes on. And what it really led me to think is that we’re in this new world where we’re now post-COVID, we can’t blame COVID anymore, but it’s certainly reset the way we work. We have many, many, many remote-first companies out there, many, many, many hybrid companies, and some companies that are operating in a traditional office environment, but we’re really just seeking out connection.

So, yes, we want more productive meetings, but based on what respondents said in this particular survey, and what I hear talking to folks every day, meetings are how we stay connected. It’s how we build relationships at work, it’s how we make the work we do human. So, I guess it’s not that surprising if you think about it like that.

Pete Mockaitis
Okay. So, we like more meetings, in so far as they are productive and connecting. Got it. And can you lay it out for us, just how much time are we spending in meetings these days?

Darren Chait
Most of us, in terms of the respondents, are only having one or two meetings a day, but about half are having three or more meetings a day, and I guess it comes down to what you do for work, right? So, this year for 20% told us, they’re spending more than six hours per week in meetings, which, 20% doesn’t seem like a whole lot. But I think there’s a few things to consider.

Firstly, the folks that are customer-facing, we heard way higher. We saw five, six hours a day in some cases. The folks that aren’t customer-facing, so in roles that they don’t need to be talking to customers, just internally, is where we saw those numbers of one or two meetings a day.

The other thing is you might have two meetings a day at two hours in total, which doesn’t sound like much, but think about the time needed to prepare for the meeting, to travel to the meeting, in some cases, attend, take notes, travel from, identify what the follow-ups were, share them out, and before you know it, your two hours of meetings a day could be closer to four. And that’s why the cost of these meetings and making them productive and valuable matters so much.

Pete Mockaitis
All right. Well, let’s talk about making them productive and valuable. What are some of your top insights and discoveries here associated with what makes meetings excellent versus bad?

Darren Chait
The fundamental question is whether you need a meeting at all. It’s 2024, we have a ton of technology at our fingertips, there’s so many different ways to collaborate and communicate, but in many cases, we just jump straight back to the calendar.

I used to tell my team, I’m in a different role, there’s only three reasons you need a meeting, the three D’s: debate, discussion, and decision-making. So, if that’s not going to happen, does it need to be a meeting? Can I send them a video, right, with, “Here’s what I want you to know, the background on this particular topic,” or, “Here is the plan for next quarter,” or, “Here is some feedback on something I’ve read.”

If I don’t need debate, discussion, or decision-making, I can share that asynchronously via video. And there’s many other different ways we can achieve that. So, if you don’t need to have a meeting at all, that’s the number one way you can reduce the cost of those meetings.

Pete Mockaitis
And I suppose connection as well, it doesn’t fit into the nice 3D framework, and it’s not necessarily about making productive value creation happen, but that is a key source of reason and value of a meeting going down.

Darren Chait
That’s a very good point. I think you’re right, and it sounds like that’s what people are craving. So, even if we could do everything async, we would be losing out on that element of connection. But then, again, is a meeting always the best way to achieve that connection? Can we catch up spontaneously? Can I give you a call? Can I text you and say it’d be great to have a one-on-one and check how things are tracking and hop on the phone? Different style of meetings can, obviously, favor connection and can be achieved that way.

But a traditional meeting, if I have eight people in the room, in a meeting room with some slides up on the screen and so on, debatable the level of connection you get there. But it’s a good point and something to keep in mind.

Pete Mockaitis
Okay. So, with the three D’s – the debate, the discussion, the decisions – what are some inappropriate meetings then, meetings we’re having where this is not occurring that should perhaps sound the alarm bell for us, and make us say, “Wait a sec, maybe this meeting should not exist anymore”?

Darren Chait
The knowledge sharing meeting, I think that’s the one. worst culprit. So, where I’m just coming to share information, “So, can everyone come because I need to present the 2025 plan for whatever with you?” And you come along, and everyone’s happy because I’ve got some interest in the 2025 plan, and I go and tell you a story for 30 minutes, 45 minutes, 60 minutes, and that was helpful to know. I need to know your plan.

But do we really need everyone in a meeting on the schedule that I dictated, joining the Zoom call, or traveling to the meeting, sitting there at the same time, perhaps having distractions because I’ve determined the time that they have to listen, and really, they’re just gleaning this information from me. Could I not have shared that some other way? So, that’s one. I think that jumps out at me a lot.

The other alarm bell for me when I look at a meeting is the attendees – too many or too few. Too many is where everyone has some sort of, you know, interest in the topic. They all join this meeting and you’re never going to have any real debate or discussion, right? There’s 20 people in the room. Even if there’s 12 people in the room, that’s just not going to happen. We can’t have this productive discussion with, effectively, a conference that we’re running.

Or, too few people in the room, or the wrong people in the room. How are we going to make a decision? I can’t go and talk about planning or strategy when Pete clearly is a stakeholder who couldn’t attend and has to be a part of the decision, or talk about what we’re doing for social next year where there’s no social media marketing folks there. So, the attendees is the second red flag that jumps out at me.

And then, I guess, the third thing I’ll say, which is back to really tips for a great meeting, they sound obvious, but we don’t do them well, which is goals for that meeting. So, when you actually look, and ask yourself, you shouldn’t have to ask yourself, it should be clear, but if you have to ask yourself what the goal of the meeting is. If you can’t answer that very quickly, we shouldn’t have had that meeting. We didn’t need that meeting in the first place.

So, what do we need to walk out of this room with, virtual or physical? If we haven’t achieved this, this meeting has been a waste of time. If you can’t express that for a meeting, at least once it’s started, I think we’re making a mistake here.

Pete Mockaitis
So, when it comes to the right number and the right people in the meeting, you have some work there associated with folks having a specific role. Could you expand on that?

Darren Chait
So, one of the downsides to virtual meetings in 2024 is the risk of multitasking and distraction. We know that 52% of workers report multitasking always or often in virtual meetings. Now, yeah, it doesn’t surprise me, but when you look at it like that in the numbers, it’s mind blowing. That means, in every meeting I go to, more than half the folks in the room are doing something else.

Pete Mockaitis
When they’re remote?

Darren Chait
Yeah, they’re doing both. Now, how well can we do both? Well, I won’t debate you on that topic, I know we’ve all got different views there, but you don’t have 100% of their attention. And I’ve got a goal here for this meeting, we don’t want to walk out of the room without achieving this meeting, but I know half the people there are doing something else. So, that’s number one.

And then, to more directly answer your question around engagement level for different types of meetings, if I have an assigned role in that meeting, we saw more than 90% say that they’re engaged in that meeting, “I’m actively listening.” So, an assigned role, I might be chairing, I might be taking notes, I might be presenting a piece of it, everyone’s kind of listening. Very few said otherwise.

But if I don’t have an assigned role in that meeting, it’s almost inverted. We see, at this point, almost 30% of folks who are somewhat disengaged or completely disengaged. And that role, again, could be part of a brainstorm, providing a status update. Again, taking notes, whatever the role is, it makes a very, very big difference.

The reason I like this stat, it sounds obvious, again, naturally, if people don’t need to be there, number one, they’re not going to be engaged. But even if people need to be there, it’s really important to run these meetings in a way where other folks are involved, where there’s collaboration happening, if you want everyone to be engaged. And as I mentioned, particularly for virtual meetings, you’re competing with that 52% who are doing something else otherwise.

Pete Mockaitis
Well, that’s kind of fascinating, and there’s a whole lot of debate right now like, “Everybody come back to the office!” “No, we don’t want to come back to the office!” Or some people are like, “No, we’re fine, you don’t need to go back to the office.” So, that’s sort of raging now in 2024, and probably will continue in 2025.

And so, I can imagine, if those people who are calling the meetings are aware of these phenomena, that’s probably sort of annoying to them, “No, I would like you to be physically in the space such that you cannot be multitasking.” But, at the same time, I think some people really do perhaps think and function better when we’re multitasking.

I’ve been to meetings where someone’s on his walking treadmill desk, and it’s like, “More power to you. I think your brain is working better when you’re moving, and that’s cool.” Or folks are able to just kind of move around a little bit, or fidget with some things, or ponder. I think, I don’t know, I don’t have any evidence in terms of scientific randomized control trials on this, but I think some people just happen to be in a more comfortable thinking, working groove when they have the flexibility to be in their own space.

And yet, having a little bit of that forced pressure of, “No, you’re here and there’s no escaping. There is no multitasking available in this room without you looking rude and embarrassing yourself.” So, it is really juicy and personal what’s at stake here.

Darren Chait
I have two views on that. I think fascinating point. One is what sort of multitasking, right? So, I’m a big fan of the walking meeting. A lot of my team will know, I’ll put in the AirPods and go for a walk and have a conversation at the same time. Certain meetings, right? That works great when we’re catching up about the week and I’m helping to hear and unblock.

But if I’m going to have a really direct conversation with you about feedback or performance, or we’re trying to solve a problem that might be financial and we’re sharing our screen, obviously, you can’t do it that way. Similarly, if I’m sitting in a meeting and I’m now working on writing a piece of content, there’s no way I’m listening or engaged with what you’re saying. No part of my brain can do that. So, I think it comes down to definitions of multitasking. It’s a fair point that some types of multitasking can be productive.

The other side I was going to mention is around remote, and Calendly, full disclosure, Calendly is a remote-first company. What we mean by remote-first is we designed a workplace, a way of working, that takes into account the fact that our team is remote. And I think what we learned through the pandemic, many companies sort of just picked up their culture and dropped it in online and ran into a lot of issues. Different businesses have different views on the topic, and that’s why many companies have required their employee base back to the office, either full-time or part-time.

If you design a meeting culture around the way you’re set up, I don’t think it makes any difference. So, if I’m running highly collaborative meetings where everyone’s engaged and has a role to play in that meeting, I’m going to see the same levels of engagement, or higher even, than I would if I force everyone into the room such that they can’t be on another device, such that they can’t be doing something else.

And to your point, Pete, many people do better because you think better when you’re on your treadmill while you’re in that meeting or when you go for your walking meeting, and we allow for that. So, I guess what I’m saying here is your meeting culture and the way you meet has to be purposeful and intentional based on the way your organization operates.

Pete Mockaitis
And to your point about our own idiosyncrasies and perceptions, you’ve actually got some fun tidbits about etiquette, like what we consider to be rude or unacceptable. This is fun, because I think some people wonder, “Is it okay if I do this on this meeting?” Well, you actually have some answers. Lay the numbers on us, Darren.

Darren Chait
So, in general, we asked a whole lot of questions around, “Is it okay to eat in a meeting? Is it okay to schedule over lunch?” and those sorts of questions, things we do all the time. And let me run you through some of this data.

So, in general, we saw that 23% think eating in a meeting on camera is totally fine.

Pete Mockaitis
Okay, so 77% thinks it’s not fine.

Darren Chait
No, no, no. But, if you’re on mute and your camera’s off, that’s fine.

Pete Mockaitis
And they’ll never know.

Darren Chait
Most people thought that was okay, 68% said that’s fine, “I just don’t want to see you taking those bites.” I thought that was interesting. I’ve definitely been a bit self-reflective after that because I’ve probably been guilty of that over the years. But some more, I guess, relevant ones to the way we work, the dynamics with camera on and camera off is really fascinating. So, when most people have their camera on, 39% said it’s okay for you to have your camera off, but, obviously, 61% said the opposite.

Pete Mockaitis
So, 61% said, “I want those cameras on.”

Darren Chait
Yep, that’s right. “If some people’s cameras are on, yours better be on,” that’s what they’re saying. And that kind of makes sense, right? You’re trying to build connection here. You know you’re remote in these examples, they’re virtual meetings. It’s hard to do that when you’re the one that’s not there. You think about the real world parallel. So, I wasn’t too surprised by that, the people weighed it up.

Pete Mockaitis
Yeah, what would the real world parallel be, like you just have a black bag over your head? It’s like, “Okay, I’m not available to be looked at.”

Darren Chait
It’s true. It’s true. Again, it’s funny with technology because, just a few years ago, if you weren’t in the office, hopping on the phone is totally acceptable with no camera. But now that we have the likes of Zoom at our fingertips, no longer good.

Pete Mockaitis
Well, and I think it gets to the notion of, “Well, hey, if this was a properly sized meeting with the proper people in attendance, it makes sense for everyone there to be on their camera,” in most contexts, as I think through it. And yet if it’s like, “Well, you invited 80 people to this meeting when, really, only nine are there,” it’s sort of like the other 71 are more so spectators, so, like, it seems to make sense to turn the cameras off at that point.

Darren Chait
And that’s why I blame the media organizer, or the onus is on the media organizer. If you have a meeting where folks consistently have their camera off, or if they are doing things while the meeting is running, rather than go to the attendees, and say, “Why are you doing this?” you should be looking at yourself, and saying, “Hang on, what is it about this meeting that disengages, that means that folks can go and do something else, or have their camera off?”

So, I think that’s the feedback there. I think related to multitasking point, before I shared some data with you around how many people are typically multitasking during a meeting, but what surprised me is 70% said that’s okay. They don’t have a problem with it. So, then 30% said, “Nope, everyone should be there.” I don’t personally agree with that.

Again, if you’re running a great meeting and everyone needs to be there, I think that number should be lower. But I think it’s a sign of the fact that we’re not all running those great meetings. We’re all attending many meetings. We don’t have enough hours in the day to get our work done because we’re attending all of these meetings that maybe I didn’t need to be in and that’s why I’m multitasking and that’s why I think it’s okay.

Pete Mockaitis
Okay. So, that’s some good stuff about inside a meeting. Anything else you want to share about best or worst practices when you’re inside a meeting?

Darren Chait
So, generally, I mean, from a data standpoint, we asked some questions about folks calling in when they’re not at their desk, but others are at their desks, only 37% thought that was okay. I was offended by that one. Again, I’m a fan of that walking meeting. If people are at their desks, you should be calling in the same way and so on, so similar sorts of insights.

But really, we’re just seeing the same trends again and again in terms of great meetings, great engagement, everyone needs to be there, everyone’s there. Poor meetings, unclear goals, not everyone needs to be in the room, didn’t need to be in a meeting, everyone disengages, and technology has made that so much easier, because I can click one button and turn my camera off. And again, I can’t do that in the live meeting like we discussed.

Pete Mockaitis
And that’s really intriguing. The word “should” is so heavy, like, with judgment, you know. And I guess it varies how strongly people hold these “shoulds.” Like, is it more like, “I’d kind of prefer if it were on,” versus, “I can’t believe this unprofessionalism on the other side”?

But I think that really highlights the need to have these conversations because we might very well be entering into this situation, blindly unaware, it’s like, “Well, no, I got my video camera off because, I mean, it’s during lunchtime and I’m hungry and I’m going to get really cranky if I don’t eat. You’re going to have a dumber Pete if I don’t eat. So, this is all in everyone’s best interest for me to be eating right now.”

So, I’m just thinking, “Hey, I’m making prudent decisions that make sense for me and my team and organization.” And unbeknownst to me, I’m getting some judgments from others participating in the meeting, so it sounds extra super important that we have those conversations candidly and upfront so that we’re not incurring the negativity that can just be unspoken and foment and grow, you know?

Darren Chait
Well said. And it gets even more complicated culturally because different demographic factors drive different opinions. I saw in the research, for example, 72% of folks in the US feel like it’s okay to eat off camera, but only 64% in the UK felt that way. So, if you’re meeting with Americans, have your lunch. If you’re meeting with Brits, maybe not a good idea. And there’s generational differences and all sorts of others. So, to your point, being clear on expectations and the way we’re operating this meeting matters because you’re never going to make everyone happy.

Pete Mockaitis
Yeah. Yeah, that’s handy. Well, I think it’s just good that the fact that you have this report gets some people thinking and perhaps more likely to discuss, “Oh, hey, I had no idea that a reasonable portion of you might find my behavior completely unacceptable. Why don’t we go ahead and chat about that, shall we?”

Darren Chait
We actually had that a few weeks ago. We have a weekly meeting with the team, and a lot of the team don’t have their camera on, and there’s 40-something people in this meeting, and I get it. Everyone’s got busy. This meeting has just been dropped on their calendar. We haven’t really found a time that suits everyone. It’s impossible with so many folks, and about half of them come with camera on, half come with camera off.

And for the people that are presenting content in that meeting or sharing and driving the discussion, it’s really difficult because there’s no feedback, right? When I’m chatting live with video, we can read each other’s faces and body language and build a great relationship. If you’re just a name, it becomes really hard.

So, we did two things at the same time. One is we set expectations. I said to the team, “Hey, I really want to make this into a meeting that you have your camera on, and I’ll explain why.” And I gave that rationale. And at the same time, we redesigned the way we ran that meeting so it was a lot more collaborative, we had a lot more engagement. Even though it’s a big team, we’d have breakouts most times, we’d have polls running, we’d have an open agenda that anyone could add to.

And both of those things together, a terribly designed scientific trial, both of those things together changed the way this meeting operated. So, I think it comes down to, as we keep saying, right, being clear on expectations and why it matters, but also creating meetings where we want to be there, we get value out of them, and naturally I’m going to be engaged.

Pete Mockaitis
Okay. Well, Darren, let’s dork out a little bit, if I may, on tech tools. So, Calendly is one of the finest software as a service tool as I’m aware of on the planet. So, yep, I said it. I made it, Darren. You can quote me if you like.

Darren Chait
It must be true then. I’ll take that. I was going to say, just capture that.

Pete Mockaitis
So, yeah, it sounds like you’re doing some cool stuff with regard to the open agenda, the polls. Lay it on us, in terms of when you’re in meeting, what are some cool tech features you’re utilizing, and how’s it go down?

Darren Chait
So, firstly, talking about Calendly, as you and hopefully many of the listeners are familiar, we make scheduling automation software, so we make them very easy to book meetings with you and with your team and co-workers from your website, directly by sharing a link, balancing multiple schedules, round-robining, allowing lead routing, whatever the use case is, we want to make scheduling very easy.

And the reason I share this with you is some of my favorite features and tools out there related to meetings actually happen in the pre- and post-. So, I know one of the common reasons I hear why people buy Calendly reminds me of great meeting practice, which is confirming the meeting, sharing out content before the meeting, and sending that thank-you or that follow-up after the meeting.

But, in general, whatever tooling you’re using to do that, you got to do it, you just got to do it. You have to make sure that everyone knows why they’re coming, what the goal is, and making sure they’re actually attending, and then that you capture the value afterwards. So, sure, use Calendly’s workflows by all means, but otherwise, find a way to do it.

Outside Calendly, we spoke earlier about avoiding the meeting. Here at Calendly, we’re big fans of Loom. Loom is an asynchronous video collaboration tool. They’re actually now part of Atlassian, but you can buy Loom independently too and they’ve got a free tier I believe. And the reason I love Loom is it helps me avoid those meetings when I don’t need meetings, but it does it in what I would call a high bandwidth way.

So, here’s what I mean. If I want to share something with you, Pete, I can go and send you an email or a message, say, a Slack message, and say, “Hey, Pete, I want you to know what I’m thinking about this topic, and here’s some feedback on this work,” you just deliver in bullet points. You’re going to come to work. Firstly, I can do it on my schedule, time zone, the way I work, when whatever my workday looks like.

But you’re going to come to work, you’re going to read this message, and you’re going to have 50 questions, right? You’re going to wonder if what I really meant was this or that, if I’m unhappy about that, what the tone was there. Or, I can send you a video, which is what Loom allows me to do. I can record a video, and say, “Hey Pete, great work there. I want you to be even better because you’re next in line for that director promotion. Here are some tips to make your amazing work absolutely incredible.” And I can run through that.

And, very quickly, you’re seeing my tone, my body language, the words in between, the real words, and you’ve got a completely different message delivered, and we’ve avoided that meeting with all those questions. So, async video tools like Loom, I’m a big fan.

Pete Mockaitis
I love Loom so much, and I’m amazed at just how much you could accomplish there. We bought a company about a year ago, and much communication between buyer and sellers is like, “Hey, so here’s kind of how I’m thinking about the financing situation, dah, dah, dah.”

And so, like, we’re going into all these details of a spreadsheet, and so it’s like, “Huh, this is kind of high stakes kind of a communication, and yet we all recognize that, yeah, this is the best way to do it. We want to say, ‘Wait, what was that sell? Where did you get that number? Where’s that coming from?” And we can’t find the right time to meet together quickly, but it’s like, so it really kept our back-and-forths moving faster as opposed to, “Oh, I guess we could all meet Thursday.” “No, give me the Loom Monday, and then we’ll all have our comments Monday evening.”

Darren Chait
Exactly. I love it. What a great testimonial. So, I think that’s an absolute secret for success.

Pete Mockaitis
Cool. All right. So, Loom or something like it enables you to, very quickly, easily do a screen record share. You can see your face in a bubble and mark up documents or spreadsheets or work products of any sort. Very cool. Any other favorite tools?

Darren Chait
So, at my core, I’m a marketer. I crave voice of customer. I want to hear from the customer all the time. So, looking for solutions that allow me to do more of that, and there’s lots out there and it depends on the nature of customer and so on. So, without going to a specific solution, because I think it depends on the company, if you can find a tool that helps you record customer conversations and allows you to share them around internally, that is game-changing. That helps us organize.

Because, in my marketing org, I can go and tell you what the customer says, I can give you slide deck after slide deck, spreadsheet after spreadsheet, until you’ve heard a real human standing right there, talk about the value they get from your product or service, the challenges they have with your product and service, nothing aligns you more like a marketer. But it’s also an area that we’re very interested in directionally at Calendly.

We are moving beyond just scheduling. We are very interested in tasks around meetings, preparation, engagement, and follow-up. I think you’ve got to find ways to capture what’s discussed in meetings and circulate them and surface them and share them to create that organization that’s always working for the customer.

Pete Mockaitis
That’s cool. So, when you say record the voice of the customer. Is that just as simple as, “Hey, we’re on a Zoom, or a Google Meet, or whatever, and I’m clicking record, and now here’s the snippet”? So, what you’re saying is there’s tools that make it even simpler than that?

Darren Chait
Totally, yeah. I know a lot of enterprise organizations use Gong, for example, where sales calls are recorded, you can search and share snippets so there definitely are. But, again, it’s a bit like some of the meeting features and workflows I mentioned earlier. It’s a way of working more than a particular tool that matters. And we really have seen total change in the way we work and collaborate and how customer-centric we are as we’ve created that culture of sharing meetings.

Because the thing about meetings, right, I should have said at the beginning, is we love to hate them. Yes, they drive all of these great outcomes for our business, but it’s where business gets done. If you think about external meetings, every meeting you have with someone outside your business is somehow tied to making money, or recruiting to have the right team to make money, or build relationships that ultimately may lead to customer acquisition, whatever it is.

So, the fact that we’re letting the value of these meetings dissipate into thin air when the meetings end doesn’t make sense. So, we need to capture them, and the same rationale is, the same reasons why we have to make sure we take notes, we have to make sure that we have follow-ups, and make sure those follow-ups actually happen and so on. So, just all of these ways of working and tools out there are all really reminding us of the fact of the value of every meeting.

Pete Mockaitis
Okay. And so, inside a meeting with remote technology operating, you mentioned open agenda, polls, whatever. So, these are just the features baked into your Zoom or Google Meet or whatever you’re using?

Darren Chait
Yep, yep. In many cases, yep.

Pete Mockaitis
Okay, just making the most of them. Like, they’re there for you. Go ahead and learn about them. Try them out.

Darren Chait
Yep, and like that, we won’t be eating in meetings anymore, right, because I’ll be so engaged in what we’re talking about.

Pete Mockaitis
“I get to vote! I’m excited!” It might not be immediately that transformational.

Darren Chait
Yeah, that’s it.

Pete Mockaitis
It may or may not be that immediately transformational.

Darren Chait
There you go. That’s the disclaimer.

Pete Mockaitis
But you’re right, it is fun. It’s intriguing. I don’t know about you, but something about real-time data, there’s a little bit of a reveal. If it’s an interesting question, like, “Oh, hey, how many of you are calling in from the West Coast?” It’s like, “Okay, I don’t know.” But like, if I’m genuinely wondering in terms of like, “Hey, we came up with 12 ideas. I’d love for everyone to vote on which ones they think are the most likely to be high impact and they want to start on first.” Like, I don’t know about you, but that just gets my heart thumping a little bit. Like, “Ooh, who’s going to be the winner?” It’s like election night, like county by county.

Darren Chait
You know what though, Pete, if you said, “Does anyone have any views on how we should prioritize this?” Silence. Right?

Pete Mockaitis
Totally.

Darren Chait
We use a lot of Miro here as well. Miro is an online whiteboarding tool, and there’s a few of them around as well, and some of them are embedded in other products and so on. The reason I like Miro is it allows a very fluid, freeform way to collaborate in the form of whiteboards. But they have a lot of great real-time tools you can share.

You can share your Miro board for your Zoom or directly, and it’s great for voting. People can put stickies. They can contribute to a conversation. They can drive that collaboration in a real way. So, that’s what you’re reminding me of as you’re talking about that behavior because it definitely does exist.

Pete Mockaitis
Very nice. Well, Darren, tell me, any other key things you want to make sure to mention, any top do’s or don’ts?

Darren Chait
So, one other thing to mention that we noticed in the research this year, and again, I’m not surprised, but also really cool at the same time. We asked, in general, we asked all the respondents in this survey their views on the role of AI in meetings, if they’re interested in the use of AI in meetings.

2023, 17% said yes. This year, almost 50% said yes. But we’re all learning so much about AI every day and the advent of all the big players in tech in AI. It’s now very clear, to these respondents at least, that it’s here, we’re heading there. Most products are releasing AI features now, particularly those in the meeting space, Calendly included, and we’re coming up there soon.

So, I think it’s fascinating to see that AI has unlocked a ton more powerful online, and it’s a logical place to start, right, to make us more productive in our meetings, more effective. So, that trend in just 12 months was really surprising to me.

Pete Mockaitis
All right. Well, now can you share with us a favorite quote, something you find inspiring?

Darren Chait
One of my favorite quotes, in general, in business, comes from, it’s actually been quoted many times by many people so I won’t try to attribute it, which is not to confuse work with progress. So, something I often think about is, “Is this just work keeping me busy or is this actual progress or output?” So, “Don’t mistake work with progress” is one of my favorite business quotes.

Pete Mockaitis
All right. And a favorite book?

Darren Chait
Team of Teams, General Stanley McChrystal. Definitely a bit of a less conventional business book, but a must-read if you’re leading a team.

Pete Mockaitis
And a favorite habit?

Darren Chait
I don’t end my day until I’ve got a plan for the next day. I think, especially with time zones and the likes of Slack and other tools now that bombard us when we’re not online, you always wake up, you always start your day feeling behind. So, I, at least, want to start my day having clarity for the goals for the next day.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Darren Chait
Absolutely. So, obviously, if you want to learn more about Calendly, Calendly.com. But on LinkedIn, always happy to connect and chat and nerd out on these topics, and we can, yeah, definitely dive more into what we’ve learned. You can also, if you go to Calendly.com. If you scroll all the way to the bottom of the page, you’ll see a link or other resources to the State of Meetings 2024 so you can dive into this data. And there’s many more thoughts and perspectives here that we didn’t have time for, but you can nerd out on the State of Meetings yourself as well.

Pete Mockaitis
Okay. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Darren Chait
Go through your calendar, and look at those meetings that are competing for productive time. See what you can cut, and then choose a favorite meeting and see if you can make it that much better. Go and look at who’s attending. Look at your process around setting agendas and planning. Look at the tooling that you’re using to power that meeting, scheduling all the way through to follow-ups, and see if you can get that favorite meeting performing that much better. And no doubt you will, you’ll see the results and you’ll move on to the next one. So, meetings really are a hack for team productivity, and I encourage you to try it out.

Pete Mockaitis
All right. Darren, thank you. I wish you many excellent meetings.

Darren Chait
Thanks, Pete. Likewise. Great to chat.

1013: Harnessing the Six Motives that Shape Culture with Neel Doshi

By | Podcasts | One Comment

Neel Doshi reveals how to build and sustain high performing cultures through total motivation.

You’ll Learn

  1. The six motives at the root of culture
  2. How to use metrics the wrong and right way
  3. The questions that kill motivation

About Neel 

Neel is the co-founder of Vega Factor and co-author of bestselling book, Primed to Perform: How to Build the Highest Performing Cultures Through the Science of Total Motivation. Previously, Neel was a Partner at McKinsey & Company, CTO and founding member of an award-winning tech startup, and employee of several mega-institutions. He studied engineering at MIT and received his MBA from Wharton. In his spare time, he’s an avid yet mediocre woodworker and photographer.

Resources Mentioned

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Neel Doshi Interview Transcript

Pete Mockaitis
Neel, welcome.

Neel Doshi
Pete, thank you for having me. I really appreciate it.

Pete Mockaitis
Oh, me too. I’m excited to talk culture. Could you kick us off with something strikingly surprising and counterintuitive that you know and have learned about culture that most don’t?

Neel Doshi
Yeah, absolutely. The core of our research has landed on this realization that, fundamentally, culture is about motivation. And to unpack motivation, you have to understand what motivates people. To unpack that question, what you realize is that actually fundamentally only six motives, reasons why people do things. Motives are the root of motivation.

The first is play, you do something because you enjoy doing it, it’s fun. The second is purpose, you do something because you believe your contribution matters, what you’re doing matters. The next is potential, you think it’s building up to something that’s important. The next is emotional pressure. Think about when maybe you guilted someone into doing something. Well, that’s an example of emotional pressure. You’re acting on someone’s identity to get them to take an action. Economic pressure, you’re trying to chase reward or avoid punishment. Or inertia, you’re just now going through motions.

What we’ve realized, and we can prove this all day long, is that when a culture maximizes play, purpose, and potential, you get outlier performance. When it does the opposite, maximizes emotional pressure, economic pressure, and inertia, you get fairly lousy performance.

Pete Mockaitis

Okay. Wow, check it out, there’s so much there right off the bat. Thank you, Neel.

Neel Doshi
There’s a lot there.

Pete Mockaitis
Yeah, boy, there’s so much to get into because it feels right. Because, naturally, when I get a set of categories, I want to try to find the counterexample, like, “Oh, what about this?” but it seems like that’s holding together pretty well. Anytime that I do something that’s kind of what’s behind it, and I’m having a hard time thinking of anything I do that doesn’t fit in there. So, very nice.

Neel Doshi
You know what’s funny, Pete, like you say that, it’s hard to find the counterexample, but at the same time you look at the average company and they don’t work this way, which I think is a very interesting paradox because when you hear this research, and you say this really resonates. It kind of has to be true. Like, it follows my intuition, it follows my life experience, but then why do we look at our teams, our companies, ourselves, and not manage this?

I’ll give you two examples which I think you’ll find interesting because I think your pursuit of the counterexample is fascinating. We spent many years helping to transform the performance model of one of the world’s biggest hedge funds. And I remember in the opening conversations, I was talking to the founder of this hedge fund who is wildly successful, he’s made more money than 99.99999% of humanity, and the rumor had it that was when he was on vacation, he’d bring an IT team with him to set up his nine-screen Bloomberg Terminal in the hotel room next to his.

And he says, “Neel, okay, I respect your work. I loved your book, but play, really? Like, do you really think that’s a driver of performance?” And so, I asked him, “Why do you bring an IT team on vacation and set up a nine-screen Bloomberg Terminal when you’ve already made more money than humanity?” And he said, “Well, it’s because it’s fun.”

And I said, “Okay, that is what made you the most successful person in your industry, and you don’t think that applies to any other human being?” And that really clicked for him.

Pete Mockaitis
Yeah, well, I’ll tell you, trading can be crazy fun, too fun at times, so I’m resonating there. So, play, yes, it’s just fun. And when you say corporations aren’t doing this, you mean they’re just sort of ignoring it entirely, or they’re only thinking, “Hey, you know, it’s a job, there’s a compensation, you need money, therefore, we’re fine here,” and that’s about the extent of it?

Neel Doshi
Yeah, I think that’s more or less it. Like, a common question and answer I often see and have, so I talk to an executive or CEO, and usually it’s because they read our book, they asked me to come talk to their team or their company, and I’ll say at this point, “Do you doubt that motivation drives performance because that feels pretty intuitive, I would imagine for most people, that we kind of know that the more motivated we are, the better we perform?”

So, that’s an easy one, like, “Yes, of course, I know that motivation drives performance.” “All right, in your company, do you manage motivation?” “No, not really.” Okay, so that’s thing number one. Thing number two is exactly what you just said, Pete, like when you think about how you manage motivation what are you doing?

And, generally, what companies have put into place are systems that create emotional pressure and economic pressure and often inertia. So, they’re not just not managing it, they’re managing it in the opposite direction of how it should be managed.

Pete Mockaitis
That’s powerful. Well, could you perhaps bring this to life a little bit in terms of a tale with a culture transformed? What were things like? What did you go do? And then what happened?

Neel Doshi
One that played out in the news not long ago was the issues that was manifesting in the retail banking industry, specifically, with Wells Fargo’s fake account scandal. Like, if you remember, this is now circa, like, 2014 or something like that, Wells Fargo hit the news for ultimately creating on the order of three to four million fake accounts. Now, that’s amazing, by the way. Just think about the volume of that, like three and a half million fake accounts.

Pete Mockaitis
There must be some motivation behind that effort.

Neel Doshi
Yeah, exactly. You got to want that. Now, the thing about this is when that situation was unpacked, the fundamental reason why was because they were using pressure to drive performance, emotional and economic. And so, as a result, you get phenomenon like check-the-box behavior and cheating.

So, a different financial institution approached us, and I’ll never forget what the CEO said, literally, these are the words he said. He said, “We know in our industry how to create mercenaries. We have no idea how to create missionaries. So, what do we do?”

And so, I said, “It’ll be easier for me to show than tell.” And he said, “We’ve got lots and lots and lots of branches. Why don’t you take a dozen of them, do whatever you want? Our analysts will measure them champion-challenger style so that we can see, did what you do actually have performance.” So, here’s what we did. First, we eliminated the pressures.

When you looked at these institutions, these branches before, they used to have this weekly high-pressure call. Like, the goal of a call was to make you feel bad about your performance. I mean, if you really observed the call as an anthropologist might, you have to conclude that is the purpose of this, to create pressure. Their systems were about pressure. The way they thought about compensation, the degree to which your comp was commission-based, for example, the degree to which your promotion was based on metrics, all of this was essentially a system designed to drive performance through pressure.

The first thing we did is we got rid of all that. We got rid of pay-for-performance, we got rid of the high-pressure conversations, and what we replaced it with was a system that was really about creating play and purpose. Now, what does that look like? Think about the times where you felt real play in your work. Like, my guess is what it felt like was you were chewing on a new problem, it was really interesting, it was filling you with curiosity, maybe you had the opportunity to learn something or experiment in some way.

These are all precursors for growth. Fundamentally, if you think about the opposite of play, it’s boredom, and so it really tells you that play is highly attached to novelty. So, what we did was we put into place a set of practices, rhythms, measurement systems that were about play and purpose. So, for example, in our future state branches, every week, every branch would lay out the problems they want to solve. These aren’t goals. These aren’t financial metrics. These are just problems they want to solve.

And the ask of every person is to come up with ideas, and as a team decide which ideas we’re going to experiment with. They just ran that rhythm every week. It was fun. Like, when you start to understand the problems that we’re trying to solve, “Well, this is really interesting, and I can come up with my own ideas? That’s really interesting. And as a team, we’re going to help improve and choose ideas to experiment? Well, that’s interesting. And I’m going to actually run experiments? Well, that’s really interesting, too.”

That is one of about five different tactics we put into place, probably the most powerful one, and immediately, you saw a bunch of changes happen. You saw everyone start to care about performance without all the pressure, because they start to view it as a game. You start to see everyone create more ideas. As they created more ideas, their sense of ownership increased. As their sense of ownership increased, that casts a halo on all of their work. All of their performance increases.

We’re measuring motivation as we go, so their motivation is increasing. Then ultimately, they were measuring performance, and what they found was productivity, customer satisfaction, and sales all increased, and that was after eliminating the pressure systems.

Pete Mockaitis
Oh, Neel, that’s so cool and beautiful, that notion of play, like, “Yes, that stuff is fun.” And that’s what they say, I’m thinking about in Silicon Valley, in terms of, “Well, if you want to attract the top talent, the most brilliant software engineers, the top thing is not the foosball table or the compensation. It’s like, ‘Are you giving them interesting problems they get to solve?’”

It’s, like, they’re playing. They’re using their brain like, “Huh, how would we do that?” And then they get to try some things, experiment, see if they worked, vibe with other talented, sharp people who push them so they’re learning and growing and trying new things. And then in the course of doing it, they actually care about the metrics.

And I’m also thinking about a time, I coordinated a couple youth leadership conferences, and I was really big—because I used to work at Bain—so I was big on the Net Promoter Score, like, “What is the satisfaction of our students who are attending these?” And so, I had tracked it from the previous year, and everyone was a volunteer, so with my team, my staff. I didn’t have any economic anything over them.

But we were just thinking, “Hey, how can we make just a really amazing experience? Last year was great, but can we make an experience that’s even better?” And so, we had all these ideas, “Well, we could try this. We could try that. Well, maybe let’s watch out for how we do this. Get some more outside time, mix things up, make this interact.” So, we had all these ideas, and we were playing with them.

And then I thought nobody else really would care about this Net Promoter Score metric all that much, because, like, hey, I work in Bain, and I’m a numbers dork. And so, I remember I told my buddy, Graham, a fellow volunteer, he’s like, “Our Net Promoter Score is higher than last year by like 20 points!” And he said, “YES!”

He was so jazzed! Like, other people were in the room, like, startled. Like, he has just told we won the lottery or something, and he gave me a huge bear hug, and I was like, “Oh, I didn’t expect you to care about my dorky little number nearly this much, but you did because we were playing, and then as you’re as you’re playing, you’re invested and you care about the performance and the winning, even though I didn’t say, ‘Now, Graham, if we don’t boost our Net Promoter Score then this was a failure.’”

Neel Doshi
Exactly.

Pete Mockaitis
Or, “I’m taking you out for drinks.” There was none of that.

Neel Doshi
Exactly. You know, Pete, what you’re raising is a really important misconception I often find in our research. Well, people ask me, “So, Neel, are you saying metrics are bad?” “The scoreboard can make a game more fun. You often need the scoreboard to make the game fun. The problem is not the metrics. The problem is you weaponized the metric. You made people feel bad about it. You used it to create pressure.”

If you set up a game like you just did, you set up a game, you had a scoreboard for the game, you didn’t put any pressure against the scoreboard, but you encouraged experimentation, you encouraged thinking, problem solving, well, now the whole thing is fun, and you feel a great deal of ownership for that.

And so, in a lot of these systems, what you find is companies are using their measurements the wrong way. The irony is, like, you see goal systems in companies, and you ask, “Well, what is the purpose of a goal system? Like, why are you doing this?” And, generally, if you’re really thinking about it, it’s two things, “I’m using it to create focus and alignment, and motivation.”

But it’s the second one that often gets completely forgotten, and so, you see companies with goal systems that are actually creating a great deal of pressure, negative motivation. And what you described is a perfect example of the opposite.

Pete Mockaitis
And I want to back it up all the way to almost your first sentence, when you say, “Culture is about motivation.” That seems to really cut to the core of things, because so often with culture, we say, “Oh, is it more of a top-down or is it a bottom-up or distributed?” So, we think of all these sorts of domains by which we might categorize or put into types different sorts of culture, “Is it formal or is it informal? And then how does that show up with the dress code or the artifacts that are put…?”

So, usually, in these sorts of almost generic textbook conversations about culture, that’s sort of what we go to. But I like how you’re getting after culture is about motivation in terms of, fundamentally, “Do all of these things make folks more into doing their finest work, and making things happen? Or, are they more so stifling?” And I guess there’s a little bit to be said for different personalities and individual preferences there, but it seems like you’re really pointing out some universals that cut across whatever my personal proclivities are.

Neel Doshi
Yeah, a hundred percent. When I started this research, which is almost three decades ago now, if you ask somebody, “What’s the recipe for building a high-performing culture?” you’d have been given the answer, “Just copy GE.” And that didn’t work for them, as you see playing out these days. That “Copy this other company” is, essentially, we don’t understand the root cause, so we’re kind of guessing. We’re guessing at patterns that may or may not fit.

The root cause is, fundamentally, motivation. So, all of these attributes of an organization’s operating system, like centralized, decentralized, remote work, not remote work, like all these attributes are the symptoms at the edges. The key is we can make a lot of those attributes work. You can make an entirely remote-based company super highly motivating. You can make an in-person one super highly motivating. You can make one that leans more towards centralized, more towards decentralized.

You can get these dynamics right, but what you have to understand is that the fundamental thing you have to solve for is “Is everyone motivated the right way?” And then you realize there’s actually a lot of flexibility in how you build that machine.

Pete Mockaitis
Okay. So, we’ve heard a bit about play. Can you unpack purpose and potential for us?

Neel Doshi
Purpose is probably, I’d argue, maybe one of the most misunderstood. So, play, the misunderstanding is ping pong tables, like, “I want to build a high-play culture, so I give ping pong tables.” No, that’s not it. It has to come from the work. Purpose has a similar problem, where a lot of people believe that purpose comes from our mission statement, like, “I have this big grandiose mission statement, we put it on the walls, we put it on the mouse pads, we put it on the screensavers, and that somehow imbues purpose.” Not really.

Like, the better way of thinking about purpose is its opposite. Like, if the opposite of play is boredom, the best opposite of purpose that I’ve found is fungibility. You feel fungible. You feel like a cog in the machine. Because even if the machine is incredibly purposeful, if you are a cog in that machine, you will not feel the purpose motive, and that’s a very important distinction that people don’t quite understand. I’ll give you an example of this.

I was working once in a performance transformation of a really cool, fast-growing tech company, And I was sitting down with the CTO, and I said to the CTO, “I’ve noticed that you’ve set up a model with the engineers where they are quite fungible.” And he says, “I did that intentionally.” He says, “You know, Silicon Valley, low retention rates, lots of attrition, I need to make sure I don’t have business continuity problems so I’ve made them all fungible.”

And I said, “By making them all fungible, you’ve increased your attrition rate because they don’t have that purpose motive. They don’t feel like they matter. They don’t feel like their work matters, their contribution matters. It’s about personal purpose.” And that’s the thing companies really miss on the purpose motive. It’s you feel like your contribution matters every day, day in, day out. If you don’t go to work that day, outcomes that you care about won’t happen.

Another example of that is think about the modern-day call center, where you’re sitting in that call center, you’re plugged into a phone system, and once your one call ends, you hear a beep in your earphone, customer immediately starts talking, and let’s say you have to take a break, you just kind of log out, no big deal. All the calls get routed to someone else.

You are a definitional cog in the machine at that point. You don’t really feel like your contribution matters. If you log out, no big deal, “No big deal. There’s no stakes to my work.” In that world, you don’t feel the purpose motive.

Pete Mockaitis
Yeah, I’m hearing you. It’s interesting because, on the one hand, that really resonates. And on the other hand, there is kind of always a vast population of people who could do what we are doing. So, it’s like an individual person has talents and skills and abilities and is fun and special and unique as a miraculous creation. But also, it’s like, just as the call center employee could be swapped in for another call center employee, so too could the software engineer. So, maybe let’s get a little bit clearer on the stakes. It’s like outcomes they care about will not be advanced if they don’t show up to work.

Neel Doshi
I totally hear you. Like, on some level, aren’t we all replaceable? Yeah, totally. It doesn’t mean that a company has to make you feel that way. Like, let me give you a simple example. Toyota. Toyota does this incredibly well on the automobile assembly line. So, if you think about an automobile assembly line, how could that not be cogs in the machine? Like, you’re standing there, this chassis kind of rolls up in front of you, you maybe bolt a door on, it rolls away. How do you not feel fungible? How do you not feel like a cog in the machine?

What Toyota does, Toyota has a very deep and interesting set of beliefs, which turn out to be highly accurate. Their beliefs stem from the realization that there’s really two types of performance. One type is called tactical, the other is called adaptive. Definitional opposites. Tactical is how well you stick to your plan. Adaptive is how well you don’t stick to your plan. You can think of a tactical as convergence, adaptive is about divergence. Definitional opposites.

So, the Toyota line worker who’s just standing there just mindlessly plugging the bolt in, that’s all the tactical performance side of the job. What Toyota realizes is that there are so many possibilities for improvement on an automobile assembly line, they can’t even really compute it. That every job could be done better, every part could show up broken, every supply chain could have an issue, and what they want is they want their line workers to be as adaptive as possible, and they’ve built that into their system.

So, imagine you’re that guy, you’re bolting the door on that car, and you have an idea. It could be any idea. It could be to improve your performance in any way. You reach up above your station, and there’s this yellow cord hanging from the top called the Andon cord. You pull that cord, your line manager comes up to you and says, “What’s your idea?” You say, “Well, if my tool was shaped a little bit differently, I could do this job better, cheaper, faster, safer.” Your line manager is kind of jotting it down on a clipboard.

In your team are machinists whose SLA, their agreement to you, is to take your idea and hack together something that you can try within 24 hours. They bring it back to you, you try it. If it works better, they scale it up. If it doesn’t work better, no big deal. There’s a bit more nuance to this process. I’m kind of simplifying it a bit. But the gist of it is they are saying to every line worker, “Your ideas matter.” And by doing so, they’ve emphasized the adaptive side of their job, where your unique thoughts are important, your unique ideas are important.

And so, they’ve essentially built a system that emphasizes the part of the job that requires you to think and, actually, de-emphasizes the part of the job that doesn’t. A lot of companies get this completely wrong. Like, the biggest thing I’ve seen as a mistake is they think that Toyota’s system is a suggestion box. So, like, Pete puts an idea in a suggestion box and some group of folks in corporate think about it.

This is not at all what Toyota has done, “It’s Pete’s idea. We’re arming Pete with the tools to experiment. Pete is going to see if his idea worked or not. Pete is going to be the one that learns from it.” That is a, fundamentally, different model than most organizations could even wrap their heads around. And so, not only is that building your sense of play, it’s building your sense of purpose also.

Pete Mockaitis
Yeah. Well, it just sounds sort of fun. I kind of want to hop on a Toyota line right now and see what ideas come to mind.

Neel Doshi
This is what’s remarkable about what they’ve done. They’ve taken a job that most managers would have said is motivationally irredeemable. You just cannot make this job motivating. They’ve taken that job and they’ve pulled those levers as hard as anyone could possibly pull them to great success in terms of both productivity in factories and quality.

Pete Mockaitis
Now you’ve got a turn of a phrase, “the total motivation factor.” Can you define that for us? And this is actually a number that could be calculated.

Neel Doshi
So, if you start with that foundational research that proves that if an organization creates more play, more purpose, more potential, and less emotional pressure, less economic pressure, and less inertia, you’ll get to maximum performance outcomes. Now, it turns out that performance is actually shockingly hard to measure. You can measure the tactical side of performance, like, “How many cars do we make?” It’s hard to measure the adaptive side.

Because how do I measure, “Did you come up with a good idea or a bad idea? Or did you experiment? Did you not experiment? Did you see a problem? Did you not see a problem?” Like, all of the adaptive side of work is actually very, very difficult to measure.

But what we found is motivation is actually not difficult to measure. And what we recommend to most organizations is measure motivation. If you know that it’s a root of performance, measure it, and that measurement essentially measures the degree to which you feel play, purpose, and potential. Those are positive to the number. The degree to which you feel emotional pressure, economic pressure, or inertia, those are negative to the number, and that number is the total motivation factor. Relatively easy to measure, relatively easy to calculate, highly predictive of performance.

And so, much like you found with Net Promoter Score and your example with your volunteers, the act of measuring something as long as you don’t put pressure against it actually signals you value it. Oftentimes, in more organizations, what you measure is the strongest signal of what you value. And so, measure it, you’re signaling you value it, you’re signaling you want people to think and experiment against it. It starts to become a self-fulfilling prophecy of improvement at that point.

Pete Mockaitis
So, with the measuring, is it just sort of surveys? Or how is that figure actually generated?

Neel Doshi
There’s a few implements. I’ll describe to you our most cutting-edge implement. Because the challenge is, what we found is the act of measuring something affects the thing that you’re measuring. There is certainly a quantum physics aspect to human measurement.

So, for example, a very simple example, let’s say I had a survey for an organization that had a question that was, “Pete, on a scale of 1 to 10, how much do you hate your CEO?” Like, obviously, no one’s going to put that, but let’s say I wrote that question. Well, all of a sudden, I’m priming you to think a certain way. The question itself is priming a thought process.

Pete Mockaitis
“Oh, it didn’t even occur to me to hate my CEO. Well, now that you mentioned it, a little bit.”

Neel Doshi
You know what the funny thing is, I’m kind of giving you an absurd example, but I see more subtle versions of that exist in organizations’ measurement systems. In the spirit of trying to measure negativity, they often prime negativity, which I find to be really fascinating. Like, you’re trying to build an organization where people have agency. They’re trying to affect that… agency is fundamentally an attribute of play and purpose. You can’t really have a play and purpose without agency.

So, you’re trying to create these cultures of agency, these cultures of positivity, hope, optimism, and then you have instruments that actually are priming the opposite, like instruments that are saying, “Pete, you have no agency. The only way you can affect change is to anonymously complain to our executive team.” And so, what we find is that the instrument has a way stronger effect than people think on the mindset the questions themselves are creating, which is wild when you kind of think about that.

Now, so our cutting-edge instruments on this, they’re not just about measuring motivation. The instrument itself is about creating it. The act of filling out the instrument creates motivation. So, there’s a few tricks that we have. There’s probably like a hundred tricks that we’ve kind of built into our cutting edge of measurement, but I’ll give you one specific one.

When we measure motivation using our best implements, we won’t say, “Pete, how do you feel about your work?” What we say is, “Pete, think about your next quarter, the quarter ahead of you. And as you think ahead, do you see that work as it’s going to be fun and interesting, or do you see it as boring? Do you see that you will have a lot of personal impact, or do you see that you won’t?” So, play and purpose, and we kind of go through all the motives that way.

But by making this forward-looking, making this about the work you haven’t done yet, the measurement doesn’t become about complaining. It becomes a diagnostic to improve something that hasn’t happened yet. It becomes about anticipation. Very simple example of how our instruments are designed to avoid the problem of fomenting complainers. But that’s simply that. What we do is we say to an organization, “Every single team, every quarter, should do a health check. That health check is not a survey you do on your own. It’s a conversation you do as a team.”

And in that conversation, we suggest “The first 10 minutes, everyone does fill out this questionnaire, this diagnostic. You’re doing that first 10 minutes on your own. You immediately, as a team, get the results, and the results guide you through a conversation as a team to commit to something to change.” Because a lot of times, measurement, what’s the point if it doesn’t lead to action? And on these topics, a lot of teams are ill-equipped to take action. They just don’t know.

They don’t know what degrees of freedom they have. They don’t know what the tools are. And so, what we do is we, essentially, say, “Every quarter, every team, do this health check. First 10 minutes, we’ll do this positively priming diagnostic. The next hour and 20 minutes, we’re going to commit to changes we’re going to make in the next quarter based on it.” And that instrument not just measures, it puts you on the path to improvement more or less automatically.

Pete Mockaitis
Lovely. Okay. Well, Neel, tell me, are there any other key do’s and don’ts when it comes to motivation and culture? And I’m thinking, specifically, even for individual contributors who are thinking, “Oh, I don’t know. This sounds like some really cool systems I wish were in place in my organization. But what can I do? Or maybe, how might I be able to hack my own work to experience more play and purpose in it?”

Neel Doshi
Start with yourself. That’s the easiest place to start. What we recommend to folks is, first, just start to understand the science of motivation. You can read Primed to Perform, we have a bunch of other articles. There are a lot of ways to kind of get your head around understanding the science of motivation. That alone is an important first step as an individual, because you want to start to ask yourself, “Am I feeling play in my work? Am I feeling purpose?” That’s kind of step number one.

Step number two is there are levers that you can pull on your own. So, for example, a lot of organizations, as we talked about earlier, their mechanism of alignment is usually just a number, like, your goal. It would be the equivalent of, imagine if I’m coaching a basketball team, and I say, “Okay, guys, here’s your goal. Get 100 points. I’ll see you guys after the game.” A lot of companies actually work that way, which makes very little sense when you think about it.

Like, the goal was the easy part. The strategy is the hard part. The problems to solve are the hard part, like, “Why am I, essentially, not coaching any of that?” So, the second step I’d say to an individual is take a step back from the systems of your company. Maybe the systems are creating pressure. Take a step back from them.

Ask yourself, what problems could you solve in the next month or two that you think will be valuable to your customer, to your team. Really start to understand those problems and start to come up with ideas against them. Just get yourself into a mindset of falling in love with the problem you have to solve, even if your company hasn’t made that easy.

The third thing I would say is get your team to learn the science of motivation, because teams have a lot more degrees of freedom than they think. Individuals, typically, have the least amounts of net degrees of freedom in an organization, but teams have way more than most teams exercise. Teams can do a lot to actually affect their rhythms, their habits, how they think about problem-solving, how they think about novelty and creativity. Lots of that is owned locally.

In fact, what a lot of companies don’t realize is, if you think about motivation as a construct for a moment, play is inherently local. Like, if you’re a large organization, like imagine you’re JP Morgan Chase, there’s very little that Jamie Dimon can do to create play in a working team because it’s inherently a local phenomenon. Purpose is also inherently a local phenomenon.

And so, as a result, when you measure motivation out, a majority of that motivation that’s controllable by the organization, about two-thirds of it, is actually controlled at the team level. Yet, most organizations don’t manage that. So, the third thing I’d suggest, even if you’re an individual kind of listening to this or reading our book, get your team to start to learn how to do this. Get your team to start to experiment in ways that they can improve themselves, and you’ll be surprised by how much a team can actually do.

Pete Mockaitis
Okay. And as we start to imagine, “Okay, we want more play and we’re going to find interesting problems and we’re going to just go after them,” are there some particular pointers that make that effective or not so effective?

Neel Doshi
I’d say a couple of things. One, any team can start to get into the rhythm of a health check. You don’t need your company to do that for you. Like, any team could start to go down the path of measuring, having this conversation, coming up with ways to improve. We have loads of tools for this. Like, they’re super easy to start to experiment with. Like if you’re kind of in that path and you want easy first steps, what I’d recommend is go to Factor.ai and do a health check as a team. Simple as that.

The second thing I’d suggest, have a habit in your team where you take whatever goals that have been given to you and you turn it into problem statements. It’s very simple, but like, let’s say you said, “We want to increase Net Promoter Score of our volunteer group. Okay, what are the three problems that we might want to solve in the next quarter that could get us there?”

Just do that. Just keep doing that every single week. Turn your goals into problems to solve. Make that muscle memory. Make that habit. You start to do that, mindset changes really quickly. You start to realize, “These aren’t pressure systems. Like, I actually have a lot of agency and control.” That’s the second thing I’d do. Like, if I’m transforming any organization, those first two steps are usually our first two steps.

Pete Mockaitis

All right. Well, Neel, tell me anything else you want to make sure to mention before we hear about some of your favorite things?

Neel Doshi
The thing that I often find organizations asking is, “Is this easy?” because everyone’s under pressure, executives are under pressure, CEOs are under pressure. A lot of their pressure is usually on short-term time horizons. And so, there’s often a temptation to say, “Well, I could just use pressure for the next quarter to get that bump that I need to get, and maybe like we deal with this in a few years.”

The funny thing is, at this point, it is just as easy to motivate a performance lift the right way as it is to motivate a performance lift the wrong way. It is just as easy to do it, and you just have to learn a new technique. And so, the one thing I want to make sure every person, every individual contributor, manager, leader, CEO realizes, you want the short-term lift? You can get it by motivating people the right way. You don’t have to motivate people the wrong way to get it.

Pete Mockaitis
Okay. Well, now could you share with us a favorite quote, something you find inspiring?

Neel Doshi
I’ll give you one that we often use in our own work, because people come to us and they often say, “Neel, my engagement levels are low, like the engagement scores are low. How do I grow engagement? What’s the trick? What’s the perk? What’s the next ping pong table?” Simple answer. If you want your people to be engaged in their work, make their work engaging. That’s it, full stop. The other one I find I’m often using in change management with companies is “You can’t wake up somebody who’s pretending to be asleep.” One of the biggest problems I find in a transformation is, often, we’ll work with CEOs who’ll say, “I want the outcome that you’re describing. I want the more adaptive organization. I want the higher motivated organization. That’s great.” Their existing systems typically are the problem, and their existing systems usually create a great deal of pressure for their middle managers.

So, the middle managers are usually under the weight of a lot of pressure, and that problem is that pressure makes you less adaptive, less likely to learn, less likely to experiment, less likely to try new things. And so, the ironic challenge of change into a high-performing organization is your high-pressure organization is the thing that thwarts change. That’s the irony of this whole thing. A lot of organizations will implement systems that will incentivize people to resist change.

And so, when we often work with an organization, what we’ll find is that there’ll be people that will say, “We can’t do this. We shouldn’t do this. Like, this isn’t the time to do this,” like, all sorts of change barriers, sometimes overt, sometimes passive, like passive-aggressive. Now, when you talk to those people individually, they’re not bad people.

Like, I worked with one, for example, where we’re doing this big transformation, and I’m sitting down with this person who started off as being someone that was resistant. And, in this meeting, he sits down and he says, “Neel, first of all, the transformation is going really well. Can I talk about my kids?” I’m like, “Sure, let’s talk about his kids.”

He says, “You know, Neel, before I learned your research and read your book, I was a high-pressure dad. All I would do is exert pressure on my kids.” And he said, “I found that they started avoiding me. They didn’t want to spend time with me. I’d come home from work; I’d see that they would scatter. Their grades weren’t very good. And so, we’re going through this transformation, I’m reading your book, and I thought, ‘I am that. I am that high-pressure dad.’”

So, he says to me, “What I did with my eldest son was, I said to him one day, ‘Hey, if you don’t have to go to school, what would you want to do?’ And I really listened, and he said, my son surprised me, he said, ‘I want to go to school. And here’s why, and here’s what I want to learn, and here’s what I want to get.’”

So, his strategy as a father shifted entirely from pressure on grades, for example, to, “I’m going to help you do the thing you want to do. I’m going to coach you, I’m going to mentor you, I’m going to support you on the things you want to do.” He said, “I started to do that. My kids stopped avoiding me. Their grades in every way went up. And, all of a sudden, my relationship has completely changed. I just want to thank you for that in this conversation.”

Now, my point in the story is the people that I often run into in organizations that are resisting change are not bad people. They’re byproducts of the system that the company has built around them. And so, the challenge is the system is causing people to pretend to be asleep.

Pete Mockaitis
Okay. Yeah. Thank you. And a favorite study or experiment or bit of research?

Neel Doshi
I’ll tell you one that I really adore. Researchers wanted to understand the impact of motivation in the wild, like a natural experiment. Like, is there something that happens in real life that they can actually see and measure?

So, what they found was an interesting case example with sugarcane farmers. So, sugarcane farmers, before their harvest, you can imagine that many of these folks are operating hand-to-mouth, and before their harvest, they have to put out a lot of cash because they’re not actually earning from it. So, before their harvest, most take out loans, most are hawking personal goods to fund their operation, feeling a great deal of pressure. Like, if the harvest goes bad, it’s a real problem for them, and after the harvest, loans are being paid back, their pressure is decreased.

So, the experiment they did was they took these sugarcane farmers, and pre-harvest and post-harvest, they put them through, essentially, a set of intelligence tests, like various forms of measuring cognitive aptitude, flexibility, etc. What they found was that the difference between intelligence for the same people, pre- and post-harvest, was about the difference between going from a 90th percentile on IQ to like a 30th percentile. Same person, just driven by pressure.

What you’re seeing there, by the way, is the vicious cycle of poverty. You’re under a great deal of pressure, economic pressure, like you’re having struggles to make ends meet, for example. Your economic pressure increases, your adaptability decreases. Therefore, your work performance decreases. Therefore, you perform worse, and it’s harder to get a job, and so you end up with a vicious cycle. This experiment clearly showed that, and not even in a laboratory setting, in like a real-life setting, which is one of the reasons why I love it so much.

Pete Mockaitis
Oh, thank you. And a favorite book?

Neel Doshi
Maybe rather than favorite, I’ll tell you what I’m reading that’s latest. I’m reading a book right now called Pattern Breakers. It’s by a set of seed-stage VCs in Silicon Valley, and they’re laying out the pattern of what they see in ideas that typically result in breakthrough growth. It’s a really good read, especially if you’re an organization that needs to build a culture of adaptive innovation.

Pete Mockaitis
Okay. And a favorite habit?

Neel Doshi
My favorite habit right now is bedtime with my kids. So, one of the things I’m doing these days, which I think is really fun, is I’ll have my kids come up with a bedtime story, and I’ll ask ChatGPT to make it like a rhyming epic. And so, the kids will write a little story, and it’ll be silly. My youngest is about four and a half, so her last story was about how she and her brother went to the beach, they got their foot stung.

They went to a doctor, they went back to the beach, and there were aliens there, and the aliens were messing up the beach, and they had to fix that problem. That was the story that she wanted to tell. So, I just plugged that into Chat GPT, got this long, rhyming epic of the story of “Sam and Cam in the Beach.” So, this has been my bedtime routine for the past few months. It’s just been a lot of fun.

Pete Mockaitis
Beautiful. And if folks want to learn more or get in touch, where would you point them?

Neel Doshi
Go to Factor.ai, you’ll see a lot of things there. You’ll see tools to measure your motivation to drive problem-solving your team, to actually just fully manage your teams. You’ll see our research. We publish new research, usually, every other week. So, you’ll see the latest thinking on things like remote work, or burnout, things that are affecting the workplace today, but go to Factor.ai and you’ll find all of that.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Pete Mockaitis
My final challenge is, at this stage of the game, you can find a job that motivates you the right way, or you can turn yours into motivates you the right way. Like, when I first entered the workforce, the reason why I studied this was I was so demotivated in my first job, I couldn’t even tell you why I was. I couldn’t even explain to you the reason that I was feeling demotivated, and I didn’t have the tools to fix that. I didn’t have the tools to understand that.

Thirty years later, we have the tools to understand it. We have the tools to fix it. So, my ask of everyone is if you’re feeling like you’re in a state of demotivation, don’t linger in that. Like, these are now solvable problems. Take a step. Learn more about it. You can fix this.

Pete Mockaitis
Beautiful. Well, Neel, thank you. I wish you much peak performance.

Neel Doshi
Thanks, Pete. I really appreciate it.

1012: Triple Your Learning through Productive Failure with Dr. Manu Kapur

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Dr. Manu Kapur reveals how to maximize learning by intentionally designing for failure.

You’ll Learn

  1. Why to avoid explanations and experts (at first) 
  2. How to achieve the sweet spot of deep learning 
  3. Four ways to hack your motivation 

About Manu 

Dr. Manu Kapur is a world-renowned expert on learning and currently heads the Future Learning Initiative at ETH University Zurich. He divides his research time between ETH Zurich and the Singapore-ETH Center in Singapore. Dr. Kapur earned his doctorate in Education from Columbia University.

Dr. Kapur is known for his pioneering research on intentionally designing for and learning from failure, demonstrating how this approach can lead to more effective learning compared to traditional methods. He frequently speaks at corporate and educational events and is often interviewed on learning-related subjects, including several appearances on NPR and two successful TEDX talks: Productive Failure and How Failure Drives Learning.

Resources Mentioned

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Manu Kapur Interview Transcript

Pete Mockaitis
Manu, welcome.

Manu Kapur
Thank you, Pete. It’s a pleasure to be here.

Pete Mockaitis
I’m so excited to talk about learning and failure, and you are a master of failure. I mean that in the best possible way. And so, I’d love it if you could kick us off with you sharing a tale of one of your personal, or professional, most productive failures.

Manu Kapur
You know, looking back, I think it started very early on in my teenage years when I wanted to be a professional soccer player, and it’s a story I tell. It only makes sense looking back, as I said. My coach used to have a philosophy of training, strengths training, where he’ll say, “You’ve got to push your body, you’ve got to do your push-ups and your pull-ups and your sprints and everything to failure, until you really buckle, until you really can’t, and then you push a little bit more, as long as it was safe.”

And his idea was, you know, good things happen on the other side of failure. You really have to push it to know what it feels like to be there. And it’s only after that, when you give the body a chance to recover, and the nutrition and rest, it comes out stronger on the other side. And that, at the time.

We used to really hate that training, but as a metaphor for, not just a metaphor, now a science for just learning and growth, whether it’s strengths training or learning, it’s something that has inspired me for many years.

Pete Mockaitis
Absolutely. And science, indeed. I’ve dug into those papers that powerlifters and bodybuilders look at. And, yes, progressive overload is absolutely the name of the game in strength training.

Manu Kapur
Super compensation, yeah.

Pete Mockaitis
And you’re saying this same principle is applicable in many domains of learning growth improvement.

Manu Kapur
Exactly. It’s the idea of bringing the system to rupture, to failure in a safe way, and then allowing it the chance and the support and the feedback and the resources to adapt and grow so that it comes out stronger from where it started. Yeah, we see this in a number of systems. In fact, it was the subject of one of my TED Talks recently as well, “How failure drives learning” in many different scenarios, in many different contexts.

Pete Mockaitis
Well, please share with us some other examples because I think some might say, “Well, yes, of course, that is just how the interesting biology of muscle fibers happen to work.” How is that working in other domains?

Manu Kapur
You know, if you just look at language itself, if I ask you to think about happy words or positive words, you may be able to start rattling off a few words. Now, if I ask you to think about negative words, negative emotion words, not only would you be able to rattle off faster, which also means that you will rattle off a lot more. And language itself has preserved this idea that negative emotions, things that are not happy or fun, they’re more salient because they convey more information for survival that we need to learn.

Because if you went out and you survive and you came back and you’re happy and fun, it’s really good, but it doesn’t help you learn or grow in any way. It’s only when you fail at something, you learn something and you develop a vocabulary for it. And conveying that vocabulary for how you felt, how you failed, and how you came out of that, that becomes very critical. So, it’s captured in a language as well but also, like I said, in biology and strength training.

In memory, for example, we see the similar effect. It’s when you introduce people at a party, for example, we often say, “Hi, I’m Manu. And you are?” and you would say, “Pete.” I often tell people you should not do that at all. You should say, “Hi, would you like to guess my name?” And you guess my name, a random name, right? You can say, “Oh, are you Mark?” I’d say, “No, I’m Manu.” And then when I say, “May I guess your name?” I’ll say, “Are you John?” And you’ll say, “No, no, I’m Pete.” You see, even a random failure of just guessing your name will help me remember your name more. I’m more likely to remember your name than if you were to just tell me your name.

Pete Mockaitis
Now that’s fascinating right there, it’s this completely contrived situation. And so, I’m curious, in terms of scientific literature, like, just how pronounced is this effect? Do I get, like, a little bit of a bump, like “Oh, I’m 3% more likely to remember a name?” Or is it like night and day?

Manu Kapur
It is a significant bump. I mean, I have to go back to the literature to look at the effect sizes, right? But it is a significantly strong effect that if you practice this method, it’s called retrieval practice, or a failed generation effect. If you’ve practice this, you are likely to strengthen what you’re trying remember over time.

In fact, the idea is you should allow, and here it gets even more interesting, is if you want to strengthen the memory of something, you should allow some forgetting because forgetting increases the chance that when you try to remember it, you will fail to remember it fully, and that failure to retrieve it fully actually gives you a better encoding when you learn to correct-think.

Pete Mockaitis
Well, you know what is so amazing about what you’re saying is that this just happened to me last night. And this is the most small-scale example, but my wife asked me to open up the Waterpik, the water-flossing oral hygiene device. It has a reservoir of water on it, and it’s kind of tricky to remove it, and so I kept trying to remove it, and I was like, “Ah, shoot, I don’t know. I don’t know what’s going on.”

And then she reminded me, she was like, “Oh, well, last time you did this, you said you were surprised. You thought you had to pull it one way, but you actually had to pull it the other way.” And I was like, “Wow, I have no memory of that,” but then I did it, and I was like, “Well, sure enough, that’s exactly right. I had to pull it down instead of out, or to the right.”

And then that experience just felt so novel and resonant to me, in terms of, like, “Wow, she remembered how I failed last time and I didn’t, and it’s just, like, this experience of being reminded in this way makes me…” I just have a feeling, we’ll see what happens in the years to come, but I am pretty sure this is locked in my brain now, the second time, how I’m going to open up this Waterpik.

Manu Kapur
That’s a really great demonstration from your life where you forgot how you did it, because you could do it at one point in time, you could remember it, you forgot how you did it, and then you failed to do it the second time around, but when somebody told you that “This is how you did it,” now the charge, now the encoding is even stronger. So, again, this idea that failure to retrieve something actually increases the strength of your memory, provided you get the correct thing, is really powerful.

Pete Mockaitis
Well, can you share with us some other surprising discoveries here?

Manu Kapur
Then we go into the idea of, if memory can be improved by a failed retrieval effort, then can we go beyond memory? So, we’ve looked at, or researchers have looked at in tutoring situations, for example, people tutoring, tutor-tutee sort of interactions.

And they found that tutors tend to give a lot of explanations about how to solve the problems, and so on and so forth. But they found that the same explanation would have an effect on learning only if it comes at a point in time where the tutee is stuck in their efforts. So, if you’re a tutee and you are proceeding, you’re not stuck in your problem-solving efforts at all, and I give you an explanation of the correct explanation of the concepts required, you’re not likely to learn that at all.

It’s only when you get to a point of impasse, of getting stuck, that’s when you, if the explanation is timed at that point in time, that’s what leads to learning. So, it almost seems like that we need to be in the state, a cognitive state, or even an affective state, where we are stuck or we have failed to remember something or to do something, and if at that time somebody reminds us or somebody gives us the correct explanation, that’s when we learn really powerfully.

And in productive failure, we’ve taken that to the next level, where if you’re learning anything new from the get-go, how do you design for failure intentionally in this early learning process so that you can then bootstrap that failure for learning from an expert later on?

Pete Mockaitis
Wow, that is really cool. And it resonates in terms of when you’re stuck for a while, and then you hear the information, it seems like an epiphany, a revelation, an “Aha!” so much more high stakes, as opposed to someone just laying out the whole pathway, like, “Well, this is the basics of physics,” or whatever subject it is.

Manu Kapur
Exactly. And the reason that doesn’t work is, to understand something deeply, you need to be able to see “What is the underlying structure? What is so critical here?” So, imagine if you’re watching a movie, right? Say, it’s a very entertaining, very engaging movie. Now, if the person sitting you is an expert director, unless, I don’t know whether you make movies or not, how expert you are, but, say, you’re a novice at making movies.

Now, you come out of the movies and I ask you, “Did you see the same movie as the director?” Chances are, no, you did not. The director sees things that are right in front of you, right? It’s not that you were not engaged, you were not entertained, your attention was all there, the stimulus was right in front of you, yet the expert sees very different things from a novice. The expert sees the deep structure that the novice is just not able to see, because seeing is a function of what you know, not just a perceptual exercise, right?

And so, this is one of the reasons why experts just telling what they know, even in a very entertaining, very structured manner, is still not sufficient because what an expert sees in their presentation is not what a novice is seeing. And, therefore, the first job of learning something new is actually not to be told what the correct thing is. The first job is to preparing yourself to be in a state where you can then learn from.

The same explanation is very important, but getting into a state where you can process that information, see what is critical, and then code it properly and more deeply, that is even more important. And that’s what failure does, and that’s the whole system that we’ve designed.

Pete Mockaitis
Now, when you say preparing yourself to get into a state, I mean, it sounds like we just have to enter that state, is I guess we have many words in our vocabulary for it. It’s sort of like frustration, aggravated, stuck, like, “This doesn’t make any sense. Aargh!” I mean, it sounds like, well, you tell me. Is there a sweet spot in terms of, I guess, you don’t want to get utterly enraged that you quit and stomp out of the room? Help me out there.

Manu Kapur
So, let me take you through a thought experiment. Suppose I give you a task and you’re able to do it successfully, are you learning anything new other than knowing that, yeah, you’ve mastered this, you’ve done something successfully? So, I give you an even harder task, say, you’re able to do that too. You’re still not learning anything new. You’re just applying what you know.

I have to give you a task that is so hard, or just hard enough that you’re not able to do, and that’s when I know that you’ve entered the learning zone because failure gives you a signal that, “Here is something I cannot do. With all the capabilities that I have, I’m entering the failure zone. And in this zone, I’m bound to struggle, I’m bound to get anxious at times, but I can also try different things, different ideas, different solutions, and so on and so forth. And all of this is actually what prepares me for learning from the expert or a common resource later.”

So, getting in this state is really important, and knowing that these emotions, and normalizing the struggle in this state, is the norm, basically, it’s the expectation that helps you persist in that learning zone, so to speak. But you’re also right, it cannot be so hard that you just give up. So, there is like that Goldilocks zone where it is hard that you can’t do it by yourself, but it’s not so hard that you just give up, and you have to be in that zone.

Pete Mockaitis
Okay. Well, then tell us, how do we intentionally enter into experiences, or design it to be that way? So, it sounds like the wrong way, or old way, or non-Manu enlightened way is to just have the expert pontificate, and say, “Hey, here’s all the steps.” Or you can read the instruction booklet, and say, “Okay, this is the guide. I do A, then B, then C.” But then the superior way for retention and really learning growth is “I get in there, I feel stuck and frustrated, and then I absorb some brilliance.”

So, I’m wondering, so let’s say I want to learn how to make my first app. I want to figure out what’s up with these programming languages. So, maybe I, rather than just reading the book or watching the YouTube video, like, “Hey, here’s how to program Python,” or whatever, I would want to just kind of, following these principles, just give get up in there, and then get stuck, and then try to get the specific answer to what I’m stuck with?

Manu Kapur
Yeah, so it’s basically trying multiple ways of approaching that problem. So, try to design, maybe the app is too big sort of a construct. Maybe some aspect or a feature that you maybe you scope it down, maybe an email capture, or a visit capture feature, or you want to build an AI algorithm into it, whatever that thing is.

The important part is you try to design not one but different ways of putting that feature in place and then try to see whether there is a canonical way or there are more expert ways to sort of design those features. But, again, here I must say that if the goal is for you to be able to deeply understand how to do those things and why they work the way they do, then you need to do productive failure.

But if your goal is just achieving that it happens without necessarily understanding it so, then you do not need productive failure. Because the effect of productive failure is on deep learning and transfer and creativity. We are not always in situations where we need that. So, this is a personal thing that everybody has to ask, or a teacher or a trainer has to ask, “Is this something that people really need to deeply understand? Or is this something that is so procedural that we just need to get it done?”

Pete Mockaitis
Yes, I think that’s very helpful for organizations as well, and just your whole life, in terms of, “Is my goal to become excellent at assembling IKEA furniture? Is that a thing that’s important to me?” So, in the domain of IKEA furniture or anything, maybe that sparks a bigger question of, “Is this even something we should be doing?”

And if it is something, so in a way, that’s almost kind of one key consideration is, “Well, if it’s something we want to be doing, it may make sense for us to learn a ton and be utter masters and have a deep, excellent competence in this thing. Or it might be something that we just want to be okay at and we’ll do it in-house fine. Or it might be something we don’t care at all about having that knowledge. Let’s totally outsource it.”

Manu Kapur
Exactly. Exactly. And that’s the distinction I mean between you want just high performance without understanding, just get the job done. So, there are many things at work and life we can just do, and do it to a certain level that we are happy with, and that’s it. But there are other things that we have a learning goal attached to it, the things we deeply want to master and understand and so on and so forth. And it’s only for those things that you may want to enter the failure zone and struggle and persist and then learn from an expert later on.

Pete Mockaitis
Okay. So, then give us some more perspective on how we design such a situation up front.

Manu Kapur
So, for example, in, say, in schooling situations, whether you’re designing a course for somebody or something to learn, as we already established, if this is something they want to deeply understand, you don’t want to tell the person exactly what the thing is, and so quantificating doesn’t work. So, the first thing you want to design is, you want to design a task or a challenging activity that is beyond the learner’s skillsets and abilities.

You need to have a sense of where the learners are in terms of their knowledge and skillsets, and you want to design this problem-solving activity or a task that you want to give them that’s beyond that, right? But you also want to design them in a way that’s very intuitive. It should be intuitively accessible so that learners or people can try multiple approaches.

So, think at work, maybe you’re given a challenging project where you’ve never managed such a project before, and then you work with your team to strategize or design different approaches to getting this project done. But because this project is beyond your skillsets and abilities and beyond your team skillsets and abilities, chances are all the approaches or solutions or strategies that you develop are going to be either not going to lead to success or they will just be suboptimal in that way.

But giving people a chance to be in that space, and design that space and be in that space where they can explore different strategies, even if they don’t work, I think that is key. Also what this key is to tell people that it’s okay not to be able to get to the correct solution, because the goal of this learning task is the preparation, not the solution. And the more people explore different ideas and strategies and solutions, the more they are prepared to then learn from the experts.

So, it’s designing the space in that way that helps you then learn from the expert. And you can do this as a teacher, as a parent, as a trainer, as a manager, and so on.

Pete Mockaitis
Well, I’d love it if you could really paint a picture for just the sheer efficacy of this stuff. I want to hear about this meta-analysis of I the 50+ studies that showed students who were taught productive failure methods saw some really cool academic gains. Can you share with us what was that study’s findings? And paint a picture of sort of a beautiful scenario of these principles all used in practice and being amazing.

Manu Kapur
So, the context of the meta-analysis in learning experiments, in mathematics, and science and so on and so forth, so the context is an education context, so let me concretize. Suppose you’re trying to learn math. I don’t know how you learned math in your school but my teacher would come in and say, “Today, the new concept we’re learning is blah. Let me tell you what this concept is. Here’s the explanation. Here’s the formulation. Here are some examples, and we work through examples. Now it’s your turn to apply those examples and solve problems.” And that’s how you learn.

And this is a method that’s called direct instruction. You don’t know something, I tell you exactly what it is, and I explain it to you very clearly what it is, and I give you problems to solve. And this is the dominant way that even current educational practice actually runs. Now, in productive failure, we went into classrooms and say, “Well, before you teach somebody something, let’s design problem-solving activities based on productive failure principles where students are given a chance to explore solutions to a problem.”

And we know that the solutions they will generate will not be the correct one. We even tell students that “It’s okay not to be able to get to the correct one, that’s not even the point, but try different ideas, just try different approaches, and then we will teach you.” So, it’s like instead of going straight into the instruction, they first do generative problem solving, and then the teacher comes in and teaches.

So, we can put these methods side by side and say, “Okay, if you learn from one method or the other, and you conduct an experiment study where you equalize the time, the same teachers teaching for the same time using the same materials, and so on and so forth, so you create a nice experiment where you can compare and then people learn through these two methods. And in the end, you test them on different kinds of knowledge.”

So, we particularly tested them on three types. One is the basic knowledge, which is, “Do you understand the concept? Can you remember it? Can you apply it to solve problems that you’ve seen in the class?” And then, also on conceptual understanding and transfer, your ability to take what you have and apply it to novel contexts, which is really the holy grail of learning, is to take what you know and apply it to novel contexts. And then we compare these two groups of students in terms of how they do.

And we find that even though both methods are very good at developing basic knowledge, foundational knowledge, students who learn through productive failure actually develop deeper understanding of the concepts that they are trying to learn, that they learned, and their ability to creatively or adapt the knowledge that they have to solve new problems in novel contexts, that actually is significantly better.

Now, imagine, this is just one study that shows this, and how scientists proceed is they say, “Oh, this is one study. Let me try to replicate it.” And the logic of replication is that “I’m going to prove you’re wrong.” So, now they try to replicate it, and say the attempt to replication failed. They find the same effects that, roughly, as I found. So, now there are two studies.

Say, another person comes in, a new lab tries to replicate it, and again the attempt to fail fails. And over time, you get a series of studies, each trying to you know fail the basic hypothesis and they fail to do so. So, over time, you have many studies who have failed to fail the basic hypothesis. And that’s when scientists start to say, “Ah, because of this vast magnitude of studies in different contexts, in different countries, trying to explore the same experiment or similar experimental effect, that there’s something there now.”

What we call truth is really an attempt to fail has failed. And that’s what a meta-analysis does. It aggregates findings from all the studies that have tried to compare over the years, and those are the 50 study, 160-odd experimental effects, and we aggregate it and analyze that, and said, “What is the average effect across these multiple studies in the world for productive failure over this other method, the dominant method, direct instruction, and how strong is that effect?”

So, we found a positive effect in favor of productive failure. As I said, they understand better and they transfer better, they’re more creative. But how strong it is? Now, we found that if you learn with a good teacher for a year, and say the unit gain in your knowledge is, say, X, then if you learn using productive failure, on average your knowledge gain is 2X.

Pete Mockaitis
Twice? Okay. Double.

Manu Kapur
But if productive failure is carried out really well, because it’s a method, right, some teachers carry it out much better than others, if it’s carried out really well, then you can go up to 3X. And that’s a very, very strong effect in education, in learning situations, that you can do, that you can have this kind of an effect on learning. And so, that’s the evidence-based, that’s the research, the empirical-based, for example, for this body of research, and we know that it works.

Pete Mockaitis
Beautiful. Well, triple your learning feels like a headline, Manu. All right, we’re getting somewhere. So, could you really paint a picture for a specific classroom educator approach situation in which we see, “Wow, here’s this, all these productive failure principles and philosophies put into action masterfully”? What’s that really look like?

Manu Kapur
Well, that design itself is called productive failure. So it has certain features. So, A, it has to be beyond our current skillsets and knowledge. You should not be able to solve the problem using what you know. That’s one very simple feature that it has to have. B, the problem should admit multiple representations, multiple solutions, multiple strategies. It should not have a single answer or single way of approaching it. So, it has to have that multiplicity.

It has to have contrasting sort of cases. So, don’t just give people one example, one case to work with. Give them contrasting cases. An example in this situation and in that situation, data about this, say, football player compared to data about another football player, the performance of this company versus performance…so always work with contrasts in these cases. Again, design these contrasts in ways that some things are the same, other things are different, so that you can direct attention to what you want people to attend to.

Keep the computational load very low so that you know people are really working with the conceptual basis, not trying to compute things all the time. And, yeah, so, again, this is not a like a prescriptive set of features, it is still a design activity. So, even with this set of features, people can generate many different kinds of tasks. And so, the more you get trained in using these features to design tasks, the closer you get to the kind of a productive failure task that really works.

Now once, say, you have a task ready or it’s working really well, you need to design interaction around those tasks. So, if I give you the task to solve, you may say, “Oh, I think this is my solution. This is one solution I have.” “How do I facilitate your exploration in that task?” So, there’s a very simple two-step exploration scheme, or facilitation scheme. So, I will, in the first instance, I’ll come to you and say, “Oh, this is your solution? Can you please explain it to me?”

Just the idea, just asking you to explain your solution to me is likely to trigger thoughts in you for other ways of doing it. We’ve seen this in our research. So, because the goal is multiple solutions and strategies, just asking somebody to explain often triggers them to explore something else as well. Second, sometimes people are really sure that this is their method, or this is the solution, and they’re quite convinced that it might work, even though from an expert standpoint it doesn’t.

That’s when you need to sort of get them into a habit of hacking their own thinking. What do I mean by that? It’s like when somebody says, “This is what my solution looks like.” After I ask them to explain it, I say, “Can you think of a situation where your own solution is not going to work?”

Pete Mockaitis
I like that.

Manu Kapur
So, it’s creating the counterfactual, and developing a habit to hack your own solution and say, “This is when it does not work.” Because it’s easy to say, “Oh, I developed it, it works.” It’s much harder to develop the habit of finding a situation or a context where it does not work. And just between these two, if you do this facilitation really well, you really help people either generate more solutions or understand the limits of their own solutions, even if they don’t work, most likely.

And all of this is then carried out in what I call an envelope, a social surround, within which people have to be told certain expectations, norms. Those are part of the design as well. And here’s the idea that the expectation is that you will not be able to solve the problem. The goal is not for you to be able to solve the problem correctly. The goal is really, “Can you generate multiple approaches, solutions, ideas, strategies for solving the problem? And don’t worry about getting it right.” Very explicit messaging.

Because if people think that they have to solve the problem correctly, they give up. The sweet spot is very, very narrow. But if people are told, “Look, we don’t even expect you to solve it because you don’t have the knowledge. But the idea here is, generate different ideas based on what you know,” then I think people can go a little bit more, so that sweet spot becomes a little bit wider. People can persist a little bit longer. They can deal with their anxiety and frustration a little bit longer, because, “You know, yeah, I’m not expected to solve it anyway, but let me give it a few shots. Let me give it a few tries.”

But these norms and expectations have to be set and persisted with over time so that people can do this. And when people have, you know, they’ve done the exploration, people have generated multiple ideas, and then they are now ready to receive instruction or receive expert knowledge, and that’s how it all comes together. That initial failed exploration becomes productive because an expert comes and assembles it all together.

Pete Mockaitis
Okay. And could you share a story of, perhaps, one of the most brilliant, beautiful implementations of this that you’ve witnessed?

Manu Kapur
I think, sometimes, I’ve seen it in the classrooms, for example, when teachers do it really well, and you often see it in what the kinds of ideas the students produce. So, I remember a math classroom where, when we tried this and the teacher was really good, and she was also a very experienced teacher who had been working with us for a while, and after the problem-solving phase of productive failure where students are generating the solutions, I went up to a student, and said, “So how do you feel?” and the student said, “Oh, I feel like a mathematician today.”

And it’s astonishing because, he could not solve the problem correctly, and still the remark was that, “Oh, I feel like a mathematician today.” And this is so true because one of my colleagues is a mathematician, and he’s one of the top mathematicians in the world, and he told me, “You know, 95% of my efforts at solving problems are failures.” Ninety-five percent.

And he says, “But if I don’t have them, I’m not able to get to the correct solutions. I’m not able to get to the correct answers. 95% of the things just don’t work out, but they are the backdrop, the launchpad for me to then think about the things that can actually work.” And so, there’s something in how we just get to the really breakthrough ideas, real creativity, real innovation, and the path through that is failure, otherwise, we won’t get to it. And we’ve applied the similar dynamic, and sometimes it works out beautifully in the classrooms as well.

Pete Mockaitis
Boy, I like that a lot, “I feel like a mathematician today,” seems to really convey a sense of, “Oh, I am really wrestling with the kinds of issues and concepts and considerations that a real professional grapples with, and I’ve gained an understanding of that.” And I feel like I had that moment recently after the election. I learned all about these predictive prediction marketplaces, like PredictIt and Polymarket and Kalshi.

Manu Kapur
Prediction markets, yeah.

Pete Mockaitis
And I was like, “Whoa, this is wild!” So, I went into that rabbit hole, and so I’m thinking about, like, risks and probabilities, and bid-ask spreads, and I’m learning all these things. And then I had that thought, like, “I feel like a trader today because,” and though I’m not, I’m just some amateur schmo, but it’s like, “Those are the kinds of things they’re thinking about every day in terms of, ‘Oh, how much risk am I taking on? Is this appropriate? Da-da-da-da-da.’”

Manu Kapur
Exactly. Exactly. And this is the part of mathematics we don’t expose our students to. They learn a mathematics where a teacher just comes and pontificates and tells them, as though math is, people who do mathematics always know the solutions to all their problems, and it is far from the case. In fact, how people do mathematics is exactly how we can learn mathematics, provided we can design these failure-driven sort of problem-solving activities for students, and then teach them the concept.

Pete Mockaitis
Okay. Well, you’ve got a great turn of a phrase, “motivational hacking.” How do we do that?

Manu Kapur
So, being in this zone where you’re trying things is not easy, right? And there are a few motivational hacks that help you persist in this problem-solving mode where you’re trying different things and things are not working out. First is the sunk cost fallacy. And that is the idea that if you’ve invested time and effort into something, you tend to stick to it even if it’s not working.

Now in general parlance, it’s not a good thing because then we continue to stay in losing strategies longer than we should, we continue to stay in bad relationships longer than we should, and so on and so forth. So, in those situations, it’s not good.

But in a learning situation, where if you’ve given a problem, if you’ve tried multiple strategies, you’ve put in the effort, that’s a good sunk cost, and that actually has motivational benefits. That’s the first. Just putting in the effort to solve something keeps you in the game because then you want to know how to solve it correctly. So, the sunk cost is a very good motivation from a learning standpoint and productive failure designs for that.

But before that even, like, how do you get started even, right? And that is the idea that if you want to learn, or basically if you want to solve a problem that may seem very, very daunting, the idea is to take the first step. And suppose I do, for my exercise, I do swimming. On some certain days, I’m just not motivated to enter the pool. It’s just too much. I’m too tired, I just don’t feel like it. But I know I must, I want, I must go.

So, I tell myself on those days, “I’m going to enter the pool and I’m just going to do one lap, and that’s it. If I can just manage one lap today, that’s my goal. It’s a success. Normally, I do 20, but today I’m just going to do one.” And guess what happens after the first lap? Do I just come out? No. “I’m in it? Okay, let’s do more, right?”

So, again, I just hacked my motivation by convincing myself that if I just get out, after taking the first step, I’ll be totally fine. When, in fact, once you’re in it, you’re in it, you continue. So that’s the second. Take the first step or find a way to make just the first step your goal. Then there is the goal gradient effect. You find that the more you do, the more laps you do, the more you want to do it, the more you want to reach the goal.

So, there’s like a gradient effect. It’s just not linear. So, effort actually pays off. And when you’re really near, and that’s the fourth one, when you’re really near, the last lap, we actually derive, we somehow seem to find this extra motivation to just get to the completion. So, we want to complete, and you will notice that. You find this second wind, extra energy. The last leg is always people want to complete. And that’s called the completion effect.

And so, these are the four sort of kind of motivation, how motivational hacks that people can do, to take the first step, to go on the goal gradient, to get to near the completion, and then the sunk cost comes in because then you want to really know, “Why didn’t my work, why didn’t my methods did not work? What is the correct method?”

Pete Mockaitis
Lovely. Well, Manu, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Manu Kapur
Did we talk about the mechanisms, the activation, awareness, affect, and assembly, the four A’s?

Pete Mockaitis
Let’s do it. Let’s cover it.

Manu Kapur
So, I call them, like, the underlying mechanisms of productive failure, and there are four umbrella mechanisms. There are sub mechanisms as well, but the four umbrella mechanisms, and they are the four A’s: activation, awareness, affect, and assembly. So, activation is the idea that if you want to learn something new, you need to activate your own knowledge so that you can process this new information.

If I start speaking in, say, Mandarin, and you have no knowledge about Mandarin, you can’t understand anything. So, new knowledge always requires prior knowledge to connect with and make sense. So, the more I can activate relevant knowledge in a learner, when you’re learning something new, the better they are prepared to learn that thing. And failure does a very good job at activation because it makes you try different things, different strategies, and that activates all the relevant knowledge. That’s the first A.

The second is what activation does. It shows you the limits of your own knowledge. You’ve tried multiple things, and they did not work or did not work optimally. You know the limits, “Here’s what I can do.” So, there is an awareness of a gap between what you know and the expert. That awareness itself is a very important mechanism. Having that awareness is a really important mechanism for learning because what that does is it creates an affect.

And by affect, I mean your motivation to find out what the expert knows, your interest in the solution, your orientation towards when the expert explains. You’re really oriented to understand why mine did not work, not just to see what the expert is saying, but really understand why mine did not work.

And also, the affect has emotions involved, and we talked about struggling and anxiety. And we found in our studies that sometimes negative emotions can have positive effects on learning, and other times not all positive emotions are positively associated with learning. So, it’s good to experience in a small dose, in a safe way some of these emotions around struggling and anxiety in a safe way because they can have positive effects on learning.

And affect encapsulates all of these sorts of constructs of interest, engagement, motivation, persistence, and emotions. So, you get into this affective state. So, your knowledge is activated, you’re aware of a gap, and you are in an affective state which is ready to learn. If at that point, an expert comes and assembles it, just shares with you, “Okay, what did you do? Let’s see why it did not work. Let me compare it with this other thing. Why that worked, why that did not work. Let me compare it with the expert strategy,” and slowly build up the canonical knowledge, the correct way or the correct ways of approaching those tasks or problems.

Assembly, that’s the fourth A. That’s what makes the whole thing click. So, activation, awareness, affect, and then assembly. That’s the science behind why intentionally designing for failure and then harnessing it for assembly works, makes failure productive.

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

Manu Kapur
Well, one of my favorite quotes is from my dad, actually, and it only makes sense looking back. He used to say, “Your ambition should always exceed your talent.”

Pete Mockaitis
Okay. And do you have a favorite study or experiment or bit of research?

Manu Kapur
Oh, those I have several, and one of the ones that I’d like to give examples are of children playing with toys. And here, and I also talk about that in the book, is people have studied how children play with toys in experiments where, suppose you’re a group of children and they’re given a new toy, and says, “Here’s a new toy. Would you like to play with it? And just play as you like.” So, they just see how children play with those toys.

And to other groups of children, they give the same toy, and they say, “It’s a new toy. You have not seen it or played with it. Let me show you how to play with it.” So, they learn from an adult how to play with the toy, and then they’re given the toy and then they play with it as they like. And then people experiment, scientists examine, “What are the differences between these two groups. Who’s more engaged with the toy? Who’s more inventive in playing with the toy? Who creates strategies to discover how the toy works?”

And, invariably, people find that it’s the first group, which was not shown how to play with the toy, who’s actually more interested, more engaged, more curious, inventive, and finds strategies to play with that toy. And this is the part that I really love because it means that our ability to explore and tinker and fail is built into us from the get-go. And that’s one of the reasons why… you may think of play with tangible toys as one thing, but knowledge is conceptual play. So, a big part of productive failure is “How do you bring conceptual play to start with, followed by instruction?”

Pete Mockaitis
All right. And a favorite book?

Manu Kapur
I would say one of my favorite ones is Shantaram.

Pete Mockaitis
And a favorite habit?

Manu Kapur
Oh, making my bed.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Manu Kapur
Well, my online presence, so ManuKapur.com. If you want to learn about the book, it’s ProductiveFailure.com, or search on Amazon. I’m on LinkedIn as well, mainly, and also on Twitter or X, and Instagram. Or watch my two TED Talks.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Manu Kapur
Change mindsets. I think that’s the biggest thing that I want people to think about or take away in terms of our conversation today. That if you change your mindset, that if you don’t learn to fail, you will fail to learn and grow.

Pete Mockaiti
All right. Manu, thank you for this. I wish you many productive failures.

Manu Kapur
And you. Thank you so much, Pete.