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1028: How to Bridge Disagreements and Create More Win-Win Agreements with Robert Fersh

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Robert Fersh shares tried and tested strategies for de-escalating conflict and bridging disagreements.

You’ll Learn

  1. How to find shared goals to move past differences 
  2. The best way to deal with defensiveness 
  3. What to do when you fundamentally disagree 

About Robert 

Rob Fersh is a seasoned consensus-builder and has spent over 45 years bridging policy differences and moving public policy forward in Washington DC, working for Congress, in the Executive Branch, and in leading non-profits. He studied at Cornell University and Boston University School of Law. Rob founded Convergence Center for Policy Resolution in 2009 after directing a national anti-hunger organization. Rob’s work has been featured in The New York Times, The Washington Post, The Wall Street Journal, and CNBC. 

Resources Mentioned

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Robert Fersh Interview Transcript

Pete Mockaitis
Rob, welcome!

Robert Fersh
Thanks, Pete. Nice to be here.

Pete Mockaitis
Well, I’m excited to dig into some of your goodness here. And I’d love it if you could start us with a juicy, dramatic story of a super difficult conflict that you mediated and how you ended up resolving things.

Robert Fersh
Well, thanks, Pete. There’s a lot of stories to tell, but maybe the most dramatic is the one that opens the book that Mariah Levison and I have written called From Conflict to Convergence. And it was really my maiden voyage in trying to be a bridge-builder on big national policy issues. So, I had an idea back in the early 2000s that if we could only bring together all of the people’s disagreements that stood in the way of extending coverage to millions of Americans that didn’t have it, that there’d be an opportunity to potentially create a breakthrough, because at that time, 40 to 50 million Americans were estimated to be without healthcare coverage at any point in time.

And also, this was just a few years after, in the Clinton administration, an attempt to reform healthcare led by Hillary Clinton, failed miserably and divided the entire healthcare field, and people opposing and supporting their ideas. So, we actually pulled together, all the leading stakeholders on healthcare. And they agreed, left to right, that people ought to have healthcare coverage. The disagreement was how to do it.

So, we brought together the hospitals, the insurers, the pharmaceutical companies, consumer groups, unions, you name it, people who are all influential stakeholders in healthcare policy in this country, and we attempted to break this decades-old gridlock on how to cover the uninsured.

Well, this group met 12 times over two years in an attempt to try to break the gridlock on how to cover the uninsured. And, eventually, they came up with a series of ideas that formed the basis for expanding coverage to people in the United States based upon shared values. We had the Heritage Foundation, a very conservative foundation was at the table, US Chamber of Commerce, various unions and liberal advocacy groups and so on, but they all came together to design what became the architecture of efforts to improve healthcare coverage in the country.

And I think my favorite story out of that is, as I said in the book, there was a representative of the American Medical Association at the table by the name of Carla Willis, who was their chief economist, and she’d been very outspoken in early meetings trying to forward the ideas the American Medical Association had developed.

But I noticed, over this two-year period, Carla had gotten quieter and quieter. And, finally, at the 11th meeting of this group, where they actually looked like, that day, they would seal the deal on the design of how to cover the uninsured in a way that bridged the divides across the left and right, Carla came up to me at a lunch break and said to me, “Rob, you have ruined my life.” But she said it with a smile, and I responded in kind, and said something like, “I hear that all the time. How, in particular, have I ruined yours? I do have four kids after all.”

And she said, “I’ve been sitting here for the last two years. The AMA and I had come up with very thoughtful proposals. I thought I understood all the issues and all the different approaches and our ideas were best. Now I’ve been sitting here for two years seeing all these intelligent, well-meaning thoughtful people say things I never thought of, and I can’t see the world the same way.”

And in a sense, she was saying, even though the final proposals included some AMA ideas, she epitomized what we’re trying to do in this work, which is to have people who have disagreements on how to solve problems expand their worldviews, not relinquish their principles, but begin to see ways to have their underlying interests met in a way that might be different than what they’ve, you know, were positioning themselves to support, but in a way that did not sacrifice the principles and the values they had.

So, that was a pretty dramatic opening act for me as a bridge-builder to help pave the way for multiple pieces of legislation that expanded healthcare coverage in this country.

Pete Mockaitis
Wow! Well, that sounds amazing to hear anyone say that. That’s about as much as you can hope for, I suppose, when you’re doing this kind of work. So, that’s powerful. And can you share, what do you think were some of the core principles that made that possible?

Robert Fersh
Thanks for that. The essence of the work, and it’s interesting. Well, one of the participants at that table came from the Heritage Foundation. His name is Stuart Butler, very much someone who wanted private solutions, not so much government solutions. But having been born in Great Britain, he also believed in universal healthcare, so he was an interesting person to have in the room.

And here’s what Stuart would say, he said, “Look, I’ve been battling people for years on healthcare. And what was different about this process is that although we thought we knew each other, we really didn’t know each other. So, this process, which allowed us to understand the values, concerns, and interests of people underneath all the different positions they take, to allow people to go deep and to understand how they came to believe what they believed, and to feel a sense of shared mission, which they did have to solve problems was really important.”

So, some of the key elements of this process are to, A) at least have a shared vision, and there was that, and this group said, “We’re going to cover as many as possible.” That was agreed upon. No one said it has to be single-payer like Canada or Great Britain. No one said it had to be every last person but as many people as quickly as possible. The second piece was to build relationships across people so they understood each other deeply. And with that comes trust. Trust that the intentions of other people are things you can work with.

In most cases, people want the same things, disagree on how to get there. And that process actually demonstrated that building relationships with trusts could break through decades-old disputes some people in the room had with others. And many areas of common ground that were significant, even though disagreements remained, and, in fact, some of the ideas that eventually became law were not necessarily fully included in our consensus.

But what we did was to move the ball forward to get people much closer to the point where they were very near agreement on how to cover the uninsured in this country. And in fact, what we did design was what people call the architecture of what became the Affordable Care Act, even though the Affordable Care Act went a little further than what our group recommended.

Pete Mockaitis
Okay. So, that does sound novel, as opposed to how do we normally go at it when we have different viewpoints on a matter.

Robert Fersh
Yeah. So, what’s normally done, and I was part of this in the Washington culture, is that people who disagree get invited to all sorts of webinars and seminars, and people set them up for debate, and then everybody unloads about what they believe, and they may be polite or they may be impolite, and people then summarize what the disagreement was. But it’s pretty rare that people take the time to go underneath that to understand what drives people, what life experiences led them to believe the things they did, and to understand what their underlying interests were.

And this is an idea that Bill Ury and Roger Fisher and others, Bruce Patton, in Getting to Yes, distinguished a long time ago, which is the difference between positions and interests. Positions tend to be hard and fast ways that people want to solve a particular problem, but underneath that are your interests, your needs. And what we’ve done is, I think, allowed people to have a conversation which almost never starts about debating positions about how to solve a problem and getting underneath it all.

“What are your values? What are your interests? What are your concerns?” And when you begin to identify them, and there’s usually any number of pathways that can satisfy interests, and our goal, different than many other political battles or other discussions that go on, was to try to meet the widest range of interests, create the so-called win-win solutions for people.

Again, not necessarily requiring everyone to agree on everything, but to find wide swaths of agreement that have people leaving whole, feeling their needs are being met, and to understand that just for their needs to be met, other people do not necessarily have to lose, that you can set up situations where multiple people and multiple groups’ needs can be met. So, that is what distinguishes our approach from a lot of the normal give-and-take, and Washington, and the State houses and other places around the country.

Pete Mockaitis
Okay. Well, let’s see, the United States health insurance coverage is among the most complicated things on the earth today. So, perhaps, could you give us a nice illustrative example of this positions versus interests, and going deep to unearth them, in perhaps a simple example that we can all understand, like, “Oh, okay, that’s a position, that’s an interest, and I can see how you’ve crafted a thing that’s meeting people that have almost the opposite, it seems, positions, are getting a win-win in terms of their interests being fulfilled”?

Robert Fersh
We have an issue in the United States, which is called long-term care, which is the non-healthcare-related services that you provide to elderly and disabled people who cannot take care of themselves. And we do have a crisis in that many people only rely on family members to take care of them, can’t necessarily afford coverage.

So, we were approached by a group of leaders in that field to convene a group. And the position of some people was that, “It’s got to be a private sector response. It’s got to be insurance. And that’s how we’re going to get home. Let’s keep the government out of it.” And then there were people who said, “You know what, long-term care is a terrible issue. It’s bankrupting families. The needs aren’t being met. Let’s move to some massive new government program, a la Social Security, tax everybody, create a huge program on how to cover people who face this crisis. It’s not everybody, it’s not even a majority of the public.”

And so, you had two very opposing points of view. One was market-based solutions only, and one was government-based solutions only. So, their positions were, “Yeah, for some people, let’s set up a new Social Security type of insurance for the entire country.” And the other people said, “No, let’s just tweak the private insurance system.” And so, we were at loggerheads for a while, and then we took a break, and other groups working on this, and helped design a study that Milliman, an actuarial group, and the Urban Institute did together.

And the study showed that private insurance is never going to make it happen all the way, and that there were some issues with going public all the way. And eventually these groups found a way to combine a mixture of public and private approaches to allow people to get long-term care coverage as they needed. These ideas are still panning in Congress, they haven’t yet moved forward, but there’s a lot of attention to it.

But underneath it all, people found, based upon studies and information they had, that each of their own solutions weren’t sufficient. And it set the stage to find compromises to take the best from private insurance to try to make that stronger, and to also have the government help take care of the catastrophic costs that make the private insurers more viable and also to provide coverage to people through the public as necessary.

So, I hope that was close enough to home to make the case for the distinction between positions and interests.

Pete Mockaitis
Yeah. And so, there it seems like you had some progress because you had some independent research, which said, “Hey, see how neither one of you are really going to get where you want to go by doing just your position.” So that’s handy. Although, I imagine it takes a little bit of prep work in order to get folks’ hearts and minds to even be receptive to facts or research or data of any kind that is unfavorable to themselves. So, how’d you get there?

Robert Fersh
Well, this was a number of years ago before I think the loss of confidence in institutions and the debate about what’s facts and what’s alternative facts was as ripe as it is now. I think we honestly got there because people realized, in this particular debate, they were missing information. How effective, and with modeling, and again, by lining up two groups, one that leaned left and one that leaned right, to do the research that was trusted by people of all sides?

There was a sense that they wouldn’t be able to go further until they had more information. That’s not true in all the work we do. Some cases, people feel they have enough information and have enough agreement on facts that they can go forward even if they don’t agree on all the facts. So, in this case, I think people just felt frustrated that they needed more information. They got curious and they helped themselves design the study so that their various needs could be met and the questions they wanted answered could be met.

So that’s an unusual intervention but it’s also an important one, given what we have today, which is a lot of disagreement on facts, a lot of people feeling that the other side isn’t as honest or as forthcoming as they should be. So, to the extent groups that are coming together to solve problems can agree upon trusted sources or help put together facts that they can all rely upon, that’s an important step toward progress and agreement in any particular process.

Pete Mockaitis
And if your counterparts are not feeling curious and rather sort of dug in and solidified, or you yourself are not feeling curious, you’re solidified, dug in, what are some of your perspectives on how to stir up that helpful curiosity?

Robert Fersh
Well, I would say a lot of people enter our rooms where they’re sort of, maybe shoulders are hunched, their arms are crossed, they’re defensive. Many enter our room not in a collaborative frame of mind. To be honest, some come for defensive purposes. We did a huge project on K-12 Education, where we had the current president of the National Education Association, she was vice president then, and a woman on the West Coast who ran a conservative foundation, who was known as a critic of teachers’ unions and a supporter of more computers in the schools, which some people thought would take some teaching jobs away. And especially she was an advocate for school choice.

And the woman on the West Coast, who was a conservative, basically said she came to the table not thinking much would happen. She’s a woman of action, didn’t believe in gabfests, as she kind of called them, and too much talk and not enough action. But when she got in the room and began to hear people as human beings and create relationships that weren’t just about debating the issues, breaking bread with people, hearing their life stories, I think it opens your hearts to understanding other people.

So, part of the way I think to foment curiosity, if you will, is to have people feel a connection to each other and to take an interest in each other. Beyond that, I think the process itself works that way. If you bring together people who can interact in goodwill, it doesn’t mean it doesn’t get tense, it doesn’t mean there aren’t fierce debates at times, but who begin to see that they share values and they share goals, which is how we start out, and oftentimes they develop some principles by which to guide it, then people have a greater propensity to get curious because they’ve come to the table because they agree there is a problem that needs to be solved.

And once they begin to also open their hearts, the way Carla did in healthcare, to see that they didn’t have all the answers, that no one perspective or no one individual has all the wisdom, and they get that, and that happens almost automatically, when people are in the room and there’s skillful facilitation of conversation across differences, usually, it tickles something inside of them to want to learn more, not just to oppose blindly.

Pete Mockaitis
Well, Rob, could you perhaps walk us through maybe a step-by-step, in terms of, okay, we got two folks, they have wildly different positions on a matter, and we want to have some of those delightful breakthroughs, transformations, feel goods that you’re describing on the other side? It seems like we’ve got a couple principles to work with, with regard to shared vision, shared values, as well as coming to some personal connection pieces and understanding the human and the what’s underlying stuff. But could you share with us, maybe, as much as it’s possible, a generalized framework or step-by-step, “When you got conflicting positions and want to find some convergence, here’s step one, step two, step three”?

Robert Fersh
I mean, the first step is to clarify, “Is there a shared goal to begin with?” It’s very hard to have people work together if they don’t have a shared goal. But the fact that they share a goal, even if they disagree on how to get there, is a very important starting point for people to come to the table.

So, at least, and even that, Pete, begins to build a little bit of trust that you’re not at odds with someone about how the world should look. You just disagree on how to get there. So, having a shared vision, a shared goal is a very important first step for people who seem to be in disagreement.

After that, as we’ve talked about, having them get to know each other a bit, having them understand each other’s values, their own life stories, what led them to believe what they believe is really important, and beginning to assemble some basic guidelines or principles by which they could potentially agree on, even though they continue to disagree.

So, we had a project on economic opportunity and mobility where we had the Chamber of Commerce and we had unions at the table. But they developed a principle that said, basically, if you work full time, you should have a life of dignity, and basically not live in poverty.

Robert Fersh
And yet, underneath that, there was disagreement because people on the left, in particular, wanted more higher minimum wages, in fact, a big national minimum wage, and the Chamber and other business leaders said, “No, that doesn’t work for us. Too many regional variations. Too much difference.” But they also signed on to the principle that if you work, you shouldn’t be living in poverty or should at least be living in dignity.

And that meant that they also, if they weren’t going to do that solely through putting the costs on the employer, that they would be open to governmental changes, including things like the Earned Income Tax Credit or the Child Care Tax Credit, other things, because to adhere to that principle, they needed to do something besides just saying no to the minimum wage, and so there was some movement there.

So, to review now, have a shared goal, begin to build relationships of trust, begin to understand each other’s underlying values, and then engage in a conversation where you begin to go deep on the issues themselves, and ask people to keep a mindset of curiosity, ask them to keep a mindset of giving others the benefit of the doubt, develop a mindset where, in some ways, you internalize that.

Even as smart as you may be, or as well-informed as you may be, just develop a little humility that you may not know everything, and you begin to engage people in respectful conversation about different ideas that help meet the goals and the principles you’ve already established. And our experience is that, when this is well done, people can then push each other’s thinking to a higher level. As William Ury said to you in his podcast, he said, “We don’t have enough conflict.”

And I don’t know if I agree with that fully, but my point is that conflict can push thinking to a higher level, and bringing out better solutions than any one party had to begin with, and that’s our experience. So, that’s the basic process to try to promote relationship, promote trust, promote curiosity, engage in respectful dialogue where you don’t ever attack the person or their motives.

You have ground rules by which you observe confidentiality. You allow people to make mistakes knowing it’s not going to go out of the room. And you try to listen in a way that really leads to constructive results and the full expression of different points of view as people push each other’s thinking to a higher level and become attuned to understanding how they might meet each other’s needs.

There’s an acronym in our book called OPTIONS, I never quite get it right. But it’s really “only proposals that meet others’ needs succeed” is the thrust of it. And when the whole group, whether it’s two people or other people, become committed to not only meeting their own needs, but seeing that their needs can be met and others’ needs can be met, you have an opportunity not only to solve problems better, but to create relationships that radiate over time constructively.

People leave our processes often working together better for years to come because they now see each other and understand each other at another level.

Pete Mockaitis
That’s fantastic. And when it comes to the understanding of individuals at a deeper level, with regard to, “Why did you believe…?” or, “How did you come to believe that thing?” and understand who they are as people, are there any super powerful questions or exercises or activities that you engage in that helps unlock some of this interpersonal magic?

Robert Fersh
There are sort of two key questions you can ask when someone else is talking is, basically, “Did I get that right?” and, “What am I missing?” So, you can internalize that. Using curiosity is a hugely important tool. And as I often kid, curiosity is not well expressed when you say to somebody, “I’m curious, how the heck could you ever come up with that point of view to solve the problem?”

But if you can ask authentically curious questions of another person to learn, not to debate, to hear them out. You can always debate. You can always walk away later. You can always disagree vehemently. But if you can develop enough personal relationship, where it’s sort of natural, you get curious. Often people develop bonds of affection in the room, even though they used to be sworn enemies. Some of them go to ball games together or call each other up when they want to make sure they’re not just hearing from their own side in a way that blindly misses the other points.

So, this is the practice of curiosity in a skillful way, where people begin to see that they can, despite they’re maybe being upset about what they’re hearing, go to another gear, go to what Bill Ury calls the balcony to kind of look at this more dispassionately, and not to get triggered by what the other person says, but committed to wanting to learn something. So, that’s a very important skillset for people.

Pete Mockaitis
So, a poor question is, and that’s not real curiosity, is, “How the heck did you come up with such a stupid point of view?” Could you give us some illustrations of what a few good, quality, authentic, useful, genuine, curious questions look, sound and feel like in their verbiage?

Robert Fersh
It would be something like, you know, someone says, “I think the only way to provide healthcare coverage is to go Canada as its single payer, and everybody’s covered, and the costs are down, and so on.” And you could respond from the hip saying, “You know, that’s not an American way. It’s going to stifle innovation. It’s going to give the government bureaucracies too much,” you know, you could go after them that way.

But you could simply say, “Okay. What has been your experience with that particular approach? And why is it that you favor that? And is it something related to your own personal experience? Or is it more a philosophical point of view? Please, I’m very curious about how you came to that set of beliefs and why you believe that.”

And if you just ask that authentically, you’ll learn something. You may still disagree with it totally, but you won’t simply just go into a pitch battle of government, not government, private sector, not public sector, whatever. You begin to get into what we call complexifying an issue, and that’s really important to begin to disrupt a little bit the sort of tightly held views people have.

Again, not asking them to compromise their values or their principles in any way, but to see the issues a little more complex once they fully understand how reasonable people could take that view. And that’s kind of how, because I’ve done this work the last 25 years or so, I go through life now. Whenever I read an article that I either immediately disagree with or agree with, my first thought is, “Let me read something that’s the opposing side there. I’m sure there are reasonable people who disagree. I’m sure this isn’t the full answer.”

And if you can internalize that, at any given moment no one has the full answer and there’s always something to be learned, then that’s an important move forward in your mindset to be a collaborative problem solver.

Pete Mockaitis
I like that notion a lot, the complexifying, because I think the human brain tends to like and prefer simple. We tend to like clear-cut, black and white, “But, of course, this is how it is.” And yet, if, in fact, reasonable people do have a differing point of view, then there is naturally going to be some complexity there.

And if it feels simple in your brain, then perhaps it is indeed the case that you are missing something and there is some complexification that is necessary for you to enter into in order to get to that place of understanding, “Oh, okay, so that’s why you think that.”

Robert Fersh
So, Pete, that’s exactly right, but let me also, for your listeners, because I think these ideas apply to businesses and nonprofits and philanthropies, and certainly on the academic campuses, widely. But I also want to make clear there, and this approach we move forward, doesn’t mean you necessarily talk to everyone about everything all the time. Sometimes there is not time for leaders to make decisions by consensus. You can have so-called death by consensus, drive itself nuts.

And there also are people in groups who are so ideological, so wed to certain ideas, or may have some views that are so extreme, whether that be on race or other things, that they cannot necessarily come to the table, cannot open their heart. And you got to that a little bit to begin with. So, that’s where you have to have a shared goal. If you don’t have a shared goal, like I used to say, not that I would ever have been called upon.

I wouldn’t have suggested that Martin Luther King sit down with the then, you know, I think he was the sheriff or that law enforcement officer, Bull Connor, in the South. If what King wanted was integration and economic opportunity, and he was facing a segregationist and there was just no room, then you can’t necessarily pull people together when people are so extreme or so convinced they have the full truth.

On the other hand, I would also say to you, that really tough issues, when you know there can’t be agreement, you can still use these processes to form relationships of trust and do some things that are just adjacent to the disagreement. So, I have good friends who worked on the issue of abortion. And one friend had convened a bunch of people who are anti-abortion and pro-choice, and it was understood to begin with that, on the fundamental issue of when a woman would have a right to choose, there would be no agreement.

It was a position of deep religious belief on one side, in particular, but also a deep principle-belief on the other. But these people were convened at a time when bombings were going on in abortion clinics and people were dying and tensions were running high. And the idea was to understand each other. And in the case of my colleague, Mary Jacksteit, as I understand it, she brought together these people on the auspices of Search for Common Ground.

They began to understand each other. They began to understand that principled people could stand on either side, and that, at least at a minimum, they stopped demonizing each other as inhuman or not in touch with the fundamental needs of others. And then, in some cases, they actually found they could work together on things they shared, like teenage pregnancy prevention, and better foster care and adoption systems should be brought to terms.

So, even though they didn’t reach agreement on the fundamental issue of abortion per se, they were able to develop respect for each other, and live more civilly with each other, and not live as if they’re at war with each other, and then define areas they could work on together, which they thought were socially positive. So, I think that contributes to a more civil and effective society, where we can bridge those divides, even if it’s not solving the entire underlying problem.

Pete Mockaitis
That’s cool. That’s a cool example in terms of, perhaps, indeed, the foundational viewpoints may be irreconcilable, like, “This is a human being in the womb,” or, “It is not.” It’s like, “Okay, well, I don’t know what we can do with that when we have the opposite views. But maybe there are some other shared goals that we can rally around,” and away you go.

Robert Fersh
So, we talked earlier about values and shared goals and listening and trust, but beyond that, when we do our work, we urge people to do their homework. And that’s true if you’re in a business or otherwise. Make sure you understand who the key players are, who you need to include, and get the best possible answers. And we’re all for inclusiveness of all the voices that are important, not just influentials and experts, but people with lived experience.

So, mapping, what we call mapping the terrain, understanding who believes what to begin with is really important, and doing your homework to understand who you need to convene. Then comes what I’ve already said, nurturing trust in the room, and we do that through a series of exercises. Never start by debating people’s positions, but to understand each other.

And then it’s really important that everybody be heard and really deeply and listen to respectfully. And that’s what we reinforce that by what some of us call ground rules where you don’t go after people’s motives, and you give people equal time or as much time as they need to be heard and so on. And then with skillful help often, but this can be done within organizations, you ask people to begin to generate what we call options for mutual gain. And that’s really an important part of the process. Yes, continue to forward things that are in your interest.

I’ll tell you one quick story, which may surprise people, when I did my maiden voyage on healthcare in 2000, really, 2003 to 2006. We had an executive from a major pharmaceutical company, and there were people in the room very skeptical of pharmaceutical companies, writ large. But this gentleman, who was one of the top officials of this pharmaceutical company, earned the trust of everybody in the room by making, I believe at the opening, making a statement that says, “My company has a huge interest on how we cover the uninsured. I know there’s 40 or 50 million people in the country without insurance.”

“But let me just say on behalf of my company, let’s have a conversation about the best way to cover people. And let me worry about later, what that does to the financial underpinnings of my company. But I really want to have a conversation in which we’re part of a community trying to solve the problem in a way that does the most good for the most people. And if we need to fight it a little bit or demur or we need to tweak it, let’s come to that later.”

But he set a tone there, and this, I think, is a sign of great leadership that said, “I’m open. I’m not going to be defensive. I want to listen. I want to learn. And, hopefully, we’ll come out with solutions that work for everybody.”

Pete Mockaitis
I like that principle a lot in terms of the deferring, it’s like, “Yeah, you all know I work for a pharmaceutical company, and we’re going to have to go ahead and maximize profits for them shareholders. That’s sort of what we do, but we’ll figure that out later. For now, let’s see what the theoretical ideal is that we can all sort of move toward.”

And, yeah, you know, you may, afterwards, need to do some negotiations, some give and take, some horse trading, whatever, to make that workable for all of the parties. But to start with an initial goodwill commitment to get somewhere, and then finetune later, I think, can be very helpful in many contexts.

Robert Fersh
Yeah, and again it’s, in this case, I think, in light leadership by this individual, who seemed to be a very wise man. Let me tell you just another story. The first project, pretty much, I ever did at Convergence, was on nutrition and obesity. And it was interesting because we had difficulty assembling a table. We got a table of public health and consumer groups and some major food companies.

And about a week before the first meeting, which was pretty highly charged because a lot of these people had already been in prior discussions. As one food company executive said to me, “I’ve never been in discussion with the consumer groups where they didn’t walk out in protest against big food.” And he represents a big food company.

So, we assembled this group, and about a week before the first meeting, a leading voice on the consumer side wrote a blog or an op-ed basically saying, “You know, those of us who want to diminish and fight obesity and diabetes in this country, need to stay pure to our principles. Of course, we need to talk to food companies because they’re part of it, but let’s make no mistake. Their interests are,” exactly what you said, Pete, “is to maximize shareholder profits, and so they can never be full partners.”

So, fast forward, so immediately, my inbox filled up with notes from outraged food business people who were coming to the table, saying, “Is this guy really coming to the table? Does he understand how insulting that is that we can’t be part of a solution like we don’t share goals to diminish obesity and diabetes?”

So, we convened people who were very highly charged in the room, and for a while pretty tense. But eventually, as we went around the room, I’m not here to blindly defend all food companies. Some are better than others in terms of their public spiritedness.

But one after another, food company representatives said, “You know what, we do have obligations to shareholders. On the other hand, we’ve got employees. We have family members. We have people who have lost limbs to diabetes and people who have terrible health problems. And we have healthcare costs for our companies that go up because people’s diets aren’t so great. We can’t unilaterally disarm selling our products and just take away all our profits.”

“But if we can make it so that serving healthier foods could be more profitable and marketable, then we would love to join as partners with other people, and we’d also love it if consumer groups would stop attacking us every time that we try to do the right thing. Because whenever we do it, you’re just skeptical and you come after us.”

So, what happened was, over the next 36 hours, there was a remarkable level of frank dialogue about what were the needs and interests of companies, and what were the needs and interests of consumer groups. And, eventually, within a year or two, we did come up with a series of recommendations. But by the end of that meeting, the leading voice for the food industry, representing an umbrella group, said that she had learned a lot, and that she really hoped to be able to work together with the group.

And the fellow who had written that op-ed that had stirred people up said, “You know what, I’m not conceding anything at this point, but this conversation is going to make me think afresh about how to partner with the food industry. And I look forward to doing that.”

So, this is about what it does when you understand and you complexify, and know that, just because someone works in a corporation doesn’t mean they’re evil and selfish. And if someone works in a consumer group, doesn’t mean they don’t care about the thriving of corporations that help make services and goods available to people in this country.

And to the extent we can complexify their views of each other and make them a little less ideological in an honest process, not by lecturing them, but just by learning and experiencing, you open doors for levels of collaboration that normally are not thought possible by a lot of people who think that we are divided everywhere into us and them. And that’s not necessarily true.

Pete Mockaitis
Well, Rob, in our last couple of minutes, could you share any top dos or don’ts for folks who are looking to be awesome at their jobs and thinking about some conflict things?

Robert Fersh
Well, I think the top do for me is, no matter where you sit in your job, you can be a collaborative leader, whether you’re the boss or not. You can always be a voice for saying, “You know what, this is a tricky problem. Let’s get everybody who’s got a stake in the outcome in the room, let’s try to listen, let’s try to push for ideas that work for as many people as possible.”

I had the great honor of working with Stephen Covey quite closely for a number of years. He was the author of “The 7 Habits of Highly Effective People,” and probably the greatest promoter of the term win-win, which some people dismiss, I think, too easily.

So, I think, developing a mindset of, “For me to win, others don’t necessarily have to lose, that no one person or group holds all the answers, that there’s always something to be learned. And if I can learn to be curious, then I think there may be ways to get through things that are really important.”

I think the don’ts, are to check your ego at the door. Make sure that you’re as centered as possible, that’s another do. When you’re interacting with other people, take care of yourself, and make sure that you are not as reactive as you might be when you’re meeting people who disagree with you.

So, don’t take the bait. Don’t get reactive. Do be passionate about your views, absolutely. But don’t make the assumption that just because someone disagrees with you, that they’re not a good person, don’t have good values, don’t have important things to say.

Pete Mockaitis
Rob, thank you. This has been enriching, and I wish you much pleasant convergence.

Robert Fersh
Thank you very much, Pete. A great pleasure to be on. If people want to know more about our work, please look at the book, From Conflict to Convergence. And also at Convergence, we’d love to have people involve with us. We are doing problem-solving ourselves, and then we have a whole new learning lab where we are.

And the book is part of that where we’re trying to inspire and equip people to be collaborative problem-solvers. And we have an online training program coming on in the next few months, where I think people who really want to pursue this can, in addition to reading the book, find ways to collaborate more effectively no matter what they’re station in life. So, thank you for this opportunity.

1027: The Mindsets that Inspire Teams with Paula Davis

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Paula Davis shares best practices for keeping your team engaged and motivated.

You’ll Learn

  1. Why to shift focus from performance to people 
  2. How to keep your team connected and motivated 
  3. The tiny noticeable things that improve team dynamics

About Paula 

Paula Davis JD, MAPP, is the Founder and CEO of the Stress & Resilience Institute, a training and consulting firm that helps organizations reduce burnout and build resilience at the team, leader, and organizational level.

Paula left her law practice after seven years and earned a master’s degree in applied positive psychology from the University of Pennsylvania. She is also the author of Beating Burnout at Work: Why Teams Hold the Secret to Well-Being & Resilience and Lead Well: 5 Mindsets to Engage, Retain, and Inspire Your Team. 

Her expertise has been featured in numerous media outlets including The New York Times, and Psychology Today.

Resources Mentioned

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Paula Davis Interview Transcript

Pete Mockaitis
Paula, welcome back.

Paula Davis
Hello, it’s so good to be back.

Pete Mockaitis
Well, I’m excited to hear you talking about Leading Well, and mindsets for engaging, retaining, and inspiring folks. Could you kick us off with any of the most surprising discoveries you’ve made when it comes to what it really takes to engage, retain, and inspire colleagues these days?

Paula Davis
One of the things that really surprised me was actually seeing the data around when companies take, not only at a performance focus, so looking at numbers and metrics and quarterly earnings and all of that, but also layer on sort of a people focus side, so combining that performance and people focus, the great business outcomes that come from it. So, really amplifying the business case was one of the things that I wanted to do in this book because I think it’s a piece of the puzzle that’s oftentimes left out when we’re talking about some of this human-focused psychology stuff.

Pete Mockaitis
Well, what kind of performance boosts are we talking here?

Paula Davis
So, we are talking about much lower attrition rates, sometimes cut in half. We’re talking about higher earnings. We are talking about, 4.3 times more likely than the average company to maintain top-tier financial performance for an extended period of time. And one of the pieces of the puzzle that I think is really important is that, because I hear from a lot of professional services firms, in particular, and other companies who say, “We’re meeting our numbers. We’re doing really, really well. We got lots of money rolling into the company. Like, why should we switch? Why is taking a performance focus so wrong?”

And the answer is it’s not wrong. But what the research talks about is that, in good times, you know, companies that perform financially well, those financial performance-focused companies do great, but when it comes to down times, when it comes to, say, the period of time during the pandemic, what have you, companies that have that balanced approach, that really add that people side to the equation, tend to go through the rough patches in a more smooth way. They take less bumps.

Pete Mockaitis
Okay. Well, could you perhaps paint a picture for what that looks, sounds, feels like in practice in terms of, “All right, this is what being in a company that has the hardcore financial performance focus feels like in terms of the vibe, and the messaging, and the experience, and infrastructure, all the stuff,” versus what a more balanced place feels like? And maybe share a story for how that plays out in practice.

Paula Davis
Sure, yeah. And so, what was interesting is the research that I just talked about found that only 9% of the companies that, this was a McKinsey report, researched actually fell in that balanced approach. So, we’re not talking about a lot of companies here. And one of the companies that I think comes to mind for me is one of the companies that I talked about in Chapter 3 of the book.

It’s a really large healthcare organization that has taken kind of its mindset around recognition and appreciation and has really codified it in some unique ways, not only within the organization but they’ve actually elevated it, that notion that, “This is what we’re going to do. This is one of the values that we’re going to really, really hit hard and kind of walk the talk about.” They’ve elevated it all the way up to the C-suite and board level strategy.

So, very rarely do I hear a company that either read about or that I’ve worked with actually say, you know, like, “Some of this well-being motivational engagement stuff is actually baked into the highest of the highest-level strategies that we’re thinking about.” And so, clearly, looking at this concept from a dollars and cents standpoint, right, because it’s part of the entire financial strategy that we’re looking at for the company, but that it trickles down throughout the organization in a number of different ways.

So, they have a Making Moments Matter platform where they are able to send these recognitions and appreciations to each other via a platform of technology that they have in the organization. They have a yearly event where they actually nominate people at every single level from around the entire system. And they have different categories of folks who are finalists, or what have you, and they pick somebody who, out of the entire organization of 50,000 plus people, most truly espouses these values, and then they honor them at a dinner.

And so, there’s just all these different ways that they have decided to take this one particular piece, this human piece of the puzzle, and actually build it in a number of different ways. And they actually have told me that they see this as their most, from an economic standpoint, valuable retention tool and talent attraction tool. And they can tell that when the people in the organization are truly kind of walking these values, they see better outcomes with their patients in a whole host of ways. So, that’s the best example I can think of.

Pete Mockaitis
Okay. Well, can we zoom in into like a Making Moments Matter type thing? Like, if I were there in that organization, like what would be happening as we do this stuff?

Paula Davis
Say, you had a wonderful interaction or encounter with a colleague, or you noticed somebody who was really walking the values of the organization, you could put a little message into this platform, and that would register and it would go not only to the person, but it would go to the person’s manager, and I think it might even go one level above that as well.

They’ve collected multiple millions of these individual sorts of appreciations and recognitions, and just talking about how that has really just helped to build a really strong cultural fabric.

Pete Mockaitis
Oh, you know, I like that so much. It sounds really good. I read the book The Fund by Rob Copeland, which was talking about Bridgewater and their unique computer stuff and culture. And, at least the way he writes it, it sounds like a nightmare, like just a miserable place to be from Rob Copeland’s perspective in the book, because it was sort of doing almost the opposite of that in terms of like everybody was continuously tracking and ranking and rating and scoring everybody on all of these competency dimensions, they called it their baseball cards.

And so, there’s always sort of like this looming threat of, “Oh, someone could ding me for behaving in such a way,” and then others would pile on and you’d see your real-time, I guess, status, score, baseball card figures plummeting relative to the other people in the organization. It sounded horrendous, as Rob Copeland told it. And this is like the opposite. It’s like, “Here are some cool stuff that went down. Hooray! Let’s celebrate you publicly.”

Paula Davis
That does sound horrendous, and I didn’t dig into this, but I think you bring up a really good point, or he brings up a really good point, certainly, is that I think when you’re talking about making moments matter, or taking time to appreciate someone, or highlight something that they’ve done well, or recognize them, whatever word you want to use, I think that really has to be done authentically. And that’s I think one of the things you got to watch out for, I think, with any type of platform like this. It’s not about, like, “Ooh, I’ve got to get to 20 by the end of the week.” It’s about making them the most authentic that you can.

But I think that most of us zoom through work with our heads down, just, you know, we’ve got so much work to do, we’re just trying to get through the day, and so we’re at zero. So, kind of finding that balance between nothing and a race to get to a certain number.

Pete Mockaitis
Yeah, that makes a lot of sense. And it’s funny how these things naturally come up in our brains in terms of, “Oh, wow, that was a really cool chat I had with Paula. That was great.” And then they do, they fly right out of our brains as we rush to finish the next thing that needs to be done, oh, so urgently. So, if you have an institutionalized system process methodology by which these things are captured, and you just know, “Oh! I know just the place to park this fun pleasant thought I had. Here we go!”

Paula Davis
And because I think a lot of organizations have, the recognition policies. So, like, “At five years we’re going to send you a something or at 10 years we’re going to send you something.” They have sort of codified ways to express appreciation and thanks but they don’t necessarily support or talk about or think about or highlight, like, everyday day-to-day practices.

And so, I talk about how important it is to start to kind of go in that direction because it kicks the door open to something much more deep, a fundamental human need for us to know that we matter. So, that’s whether we are at, you know, talking about our families, whether we’re talking about work, whether we’re talking about our communities, we want to know that we’re making an impact on some level, right?

And so, mattering is about both those moments of appreciation, but it’s also about those moments of achievement where I also know that I’m contributing something. I’m contributing something and other people are noticing or affirming or telling me that I am having that level of impact.

Pete Mockaitis
That’s cool. Okay. So, the research is backing this up and, boy, 9%.

Paula Davis
A lot of room for improvement.

Pete Mockaitis
I guess if we find ourselves in an organization that’s doing some nice stuff this way, I guess we should feel grateful because it’s apparently rare.

Paula Davis
Based on, certainly, that one research report from McKinsey, yes. In fact, I think they found it was 55%, which was the bigger category of the quadrants, so four quadrants. I think it was about 55% who actually didn’t show a high level on either category, not outperforming on the performance side and not outperforming on the people side either. So more than half are just kind of, you know, “Here we go.”

Pete Mockaitis
Okay. Well, so that’s some cool research. And would you say that’s the big idea behind Lead Well? Or how would you articulate the core thesis?

Paula Davis
Well, I think that’s definitely a piece of it. I think the big idea behind it is, I think wanting to let the world of work, and particularly leaders know, that they’re really driving the conversation when it comes to the fact that we’re looking at “Work has changed. And how has work changed? And why has work changed? Because that’s happened, what do we have to, how do they, how do leaders have to be thinking differently about that?”

If we want to continue to have or see good outcomes, if we want to sort of reverse this trend of burnout, if we want to reverse the trend of, we’re at an all-time low level at least for the last 11 years of disengagement, things that we keep seeing come up consistently over and over are taking root. And if we’re going to go in a different direction with that, how do we do it?

Pete Mockaitis
Okay. And when we talk about change, what would you say is the most pronounced change difference that the worker, let’s say the knowledge worker, is experiencing now as compared to, say, 15 years ago?

Paula Davis
So, certainly, I mean, we can’t avoid the conversation about AI, right? I think that the explosion of just new technology and new ways of thinking about doing work and really, honestly, potentially, being at a point where we might see some of those lower-level tasks, eventually at some point, potentially, be consumed by technology and other things, I think is much more realistic than it was 15 years ago.

I think, certainly, the outcomes associated with the pandemic, and I know we’re largely beyond that or however we want to word that, but I think, psychologically, what a lot of people and a lot of leaders don’t understand is that we’ve carried the effects of going through something so traumatic for a lot of people and cataclysmic for a lot of people with us.

And we’ve really, I think, very intentionally, started to look very differently at “How do I want my life to unfold? How do I want my world of work to look? How do I get both of those two things to integrate? And if I am not seeing a workplace that’s going to be supportive of my well-being and supportive of some of the human-centered aspects of work that I feel are much more important now, I may seriously consider going somewhere else.”

So, I don’t think we really– I mean, 15 years ago was when I stopped my law practice and I started down the path toward this work. We weren’t having these conversations at all about wellbeing in work. And so, I think the fact that that’s amplified has been a huge change as well.

Pete Mockaitis
Okay. Now, that’s intriguing, the COVID pandemic impact. It’s so funny, I think back to 2020, it was like another lifetime.

Paula Davis
I know.

Pete Mockaitis
And I’d heard that people don’t want to make any movies or TV shows set in that time, it’s like, “We all just want to forget that happened. That’s not entertaining in the least to return to such memories.” And so then, is there any cool research or data saying, “Whoa, here’s something that feels very different in 2025 as compared to even 2019”?

Paula Davis
Well, I think one of the pieces that helps explain why people feel so differently now because of that is something called post-traumatic growth. So, I think a lot of folks are familiar with the term post-traumatic stress disorder. Less people, I find, are familiar with the term post-traumatic growth. So really understanding that when we go through life’s big adversities, when we go through life’s big challenges and traumatic experiences, most of us will take a look and go, “I do not want that to happen again. I wish this thing hadn’t happened because it kind of changed things completely for me.”

But what we oftentimes find is that humans do come out the other side at some point and they share some characteristics. They talk about a renewed sense of connection. They really, really amplify the importance of their relationships. They really want a sense of meaning and some deeper sort of connection involved in their lives, and it’s not something that they can just erase or have go away. It’s sort of like a permanent shift in how their world has changed.

And so, I think that that helps to explain why a lot of people have come out of this now really talking about how “I would like meaning at work, and I would like to have a little bit more indicator of my impact,” or, “I do want a workplace that’s going to support my mental health and well-being. And if I don’t get those things, yeah, I might stay for a while.”

But, I mean, I don’t think our workplaces, our leaders really want to have their teams be thinking about how they’re going to be plotting their next choice of where they’re going to work. We want our workers to feel engaged and motivated and staying. So that has been a big piece for me to think about.

Pete Mockaitis
Okay. Well, tell us then, what are some of the top mindsets and practices and cool stories that show them in action, come to life, to give us a picture here?

Paula Davis
Yeah, so the first one, and I sort of alluded to this already in the story that we were just talking about, but it’s called “Prioritizing Sticky Recognition and Mattering.” And so, this chapter honestly really changed how I have looked at my friendships and my relationships with my family, and certainly my relationship with my eight-and-a-half-year-old, “Am I telling her enough?” Because I think a lot of times, we just assume that people know, like, “Hey you’re in my universe and so all is good to go.”

But, like, really amplifying that sense of showing people their impact, and then blooming that fundamental human need to matter, I think is really a cool starting place, and really low-hanging fruit for a lot of organizations. But then I talk about also the need to amplify what I call ABC needs. So that’s a lovely combination of autonomy, belonging, and challenge.

So, we need a sense of, in our lives, in our world of work, we need a combination of “Do I get to choose my own adventure?” That’s how I think about autonomy. “Do I belong? Do I show up to a place where people care about me and my leader has my back, and I know I’m part of a group that is doing something well? And do I feel challenged? Am I able to grow and sort of build my skills within my current world of work?”

And then workload sustainability. So, this was one of the hardest chapters for me to tackle, but I felt like this book would be incomplete unless I did, because unmanageable workloads are one of the, if we’re looking at the root causes or sources of disengagement and stress and burnout, by far and away has been the number one unmanageable workload that I have seen with all of the groups that I have worked with. And so, trying to unpeel all of that, getting into what makes for a more sustainable workload, was a big piece of the puzzle.

The fourth one is building systemic stress resilience. So, to deal with all of the uncertainty, and the challenge, and the change, and the setbacks, and the obstacles, and the stressors, we have to not just be thinking about resilience at the individual level, but how do our teams become more resilient and how can we fortify organizations to become more resilient?

And then lastly, I wanted to talk about values alignment and practices associated with leading in a meaningful way. Certainly, with the generational conversation, I think that notion of values alignment and meaning has been pushed to the forefront. And values misalignment is also another one of the core drivers of chronic stress and burnout and disengagement. And so, it’s that whole kind of piece, puzzle pieces together in terms of the mindsets that I want leaders to be thinking about.

Pete Mockaitis
And when you say workload sustainability, I’m curious, what do we know in terms of what makes a workload sustainable or unsustainable?

Paula Davis
Yeah, so basically it comes down to really two big buckets, and I decided to write about one of the buckets, and it’s really about better processes, procedures, and teaming practices. So, if I’m going to get my arms around building more workload sustainability, I got to figure out, like, “Why do we have so many open projects? Why are we doing so many things that are draining money?” and trying to get my arms around just even sort of where all of that is coming from?

And then the other piece of the puzzle, is recovery. Like, “Are we making enough time to really stop and pause? And what does that actually mean and look like in our day-to-day, in our week-to-week, month-to-month?” It’s not just the taking a vacation once every three years, that doesn’t do it.

So that notion, though, of really starting with leaders trying to dig in and just see, like, “What do we have? Why do we have so much? Why are we not focusing on certain things? Do we have Band-Aid initiatives going on where we’ve got so many open projects, but we don’t have the funding or the people or what have you to actually finish things and push them through, but they remain open?” So, there’s a lot of first steps, or kind of digging that leaders really need to engage in.

And then it becomes, “How are your meeting practices? Do you have information that’s located in places where everybody has access to it? Are people really clear about their roles and responsibilities? Do teams understand how we’re supposed to communicate with each other?” So, it gets back to a lot of very basic sort of teaming practices, very basic procedural things that I think when they’re done with more intentionality, can then start to help us understand how we can bring workload back into more of a sustainable realm.

Pete Mockaitis
And is there a quantity, a number of hours or projects or something by which we can start to see, “Ah, this is where a workload begins dipping into the unsustainable level”?

Paula Davis
That’s the hard part because it’s so subjective, and I talk about this a lot associated with my burnout work, too, is that when we’re talking about an unsustainable workload, what’s unsustainable for me may be very different for you. What was unsustainable for me when I was 25 looks very different than what it is right now when I have an eight-and-a-half-year-old and a whole host of other just life obligations that I have to attend to at this age.

And so, I think it’s a fluid, subjective thing to be thinking about, and that’s why it can be so hard, I think, for leaders to really wrestle with “What does this mean?” because for one team in one department, it may look one way, and for a different team, it may look completely different. And so, you have to take it on kind of a team-by-team, case-by-case basis. So, there isn’t like a hard and fast metric. Like, I can’t say, “It’s seven projects for you, and three projects for you.” It’s totally like team and industry dependent.

Pete Mockaitis
Yeah, I’ve been thinking about things in a similar light in terms of if what you’re doing is fascinating, riveting, engaging stuff that lights you up at your core and resembles play, it’s almost like there’s no limit in terms of like, “As long as you can, like, eat and exercise and sleep and see your loved ones, you might be able to bang out a massive number of hours.” And yet, if it feels like drudgery, then maybe even 20 hours a week is too much.

It has been sort of my subjective experience, and as I look at stories of like, I don’t know, I think about like hackers, it’s like, “These folks are just cranking away at their computer for hours upon hours upon hours,” and yet, it’s fun, fascinating, interesting, and juicy for them, because it’s so cool, “I’m learning, I’m exploring, I’m discovering. Oh, my gosh, this thing worked! Wow, I did not expect that to work! Oh, I made a discovery! I should probably share this with the world so that the world becomes safer! And I’m contributing to that and making a little bit of a name for myself.”

And yet, at the end of the day, they’re still seated, tapping on keys, looking at a screen, whereas another person can be doing the same distributed across dozens of inconsistently interrupted projects that they don’t really care that much about how they work out to be, and feel tremendously stressed, burnt out, flustered by the matter.

Paula Davis
Yes. And so, that’s an interesting example, but I think it goes back to the power of knowing and understanding the impact that you’re having and the impact that you’re making. And do you feel that C in the ABCs, right? Do you feel a sense of challenge and growth? Do you feel like you’re able to learn new things? Do you have people who are around you who can show you the ropes and help you get from point A to point B or wherever it is that you want to take in terms of the next step in your career?

And it’s interesting what you were just talking about, and I don’t know that you’ve talked or thought about it through game theory, but one of the small kind of strategies that I talk about in that particular part of the book is sort of adding gamification thinking to some of your work, for leaders to kind of introduce gaming concepts and practices.

So, when you think about playing a game, or like, for me I just inherently go to video games, part of the reason why they’re so consuming and they’re so enticing and you want to stay with them and it’s hard to break away from them is because the objective is really clear, “I have to get to level 20,” or, “I have to rescue this particular person.” So, there’s a clear end point, and there’s clear goals along the way, and while you’re going and trying to achieve that particular goal, or whatever getting to the next level looks like, there’s all sorts of phenomenal feedback cues.

There’s bells and whistles, and the point total gets higher, and you’re getting such immediate feedback that you’re on the right track or that you’re doing the right thing or that you’re not doing the right thing, so you can course correct. So, it’s the same types of concepts that can help leaders think about, like, “How do I build some of that into helping people still stay engaged and have fun with the work that they’re doing?” because a lot of us aren’t.

Pete Mockaitis

And so then, what are some of the coolest ways you’ve seen folks implement some of these principles, these gamifications into normal professional work life that have been fun and effective?

Paula Davis
One of the companies that I talk about, it’s actually a really big law firm that I talk about in the book. I don’t think we oftentimes think of like law firms as being, I certainly don’t, as having been in that world for a long time, as being ultra-forward thinking when it comes to these types of concepts.

But a big law firm that I talk about in the book really has created sort of this, almost like this separate sort of leadership education for their lawyers, and they actually give them titles. So, normally you’re just an associate, and then you’re a partner. But they actually give them new titles as they ascend through different pieces of this leadership academy.

And so, in addition to the titles, they get one-on-one coaching so they’re getting, I think, some of that more strategic feedback about how they’re doing and how they can continue to get better at each level. And there’s also, I believe, like a notification or something that goes out to the clients as well. This is an indicator to their clients that, “Hey, the lawyer who you’re working with is now ascended almost right into the different, the next level of the game of sorts, and here is the wealth of talent that they continue to bring.”

So, again, I don’t know that they or I were looking at that through the gamification lens, but you can see how, when you start to build sort of larger scale intentional programs like that, you can have those types of game theory sort of built in or used as a way to explain some of the beneficial outcomes.

Pete Mockaitis
Okay. And I would love to get your viewpoints in terms of, let’s say we’re in an organization where, unfortunately, not a lot of these cool best practices are at work, but we have our little sphere of influence in terms of a team, or even just a couple direct reports, or even ourselves. Any pro tips on how we can take advantage of some of these principles to make some good things happen?

Paula Davis
I think that the best place to start, and certainly where I advocated in my first book too, is with your team, with a team. And even if your team is just you and two other people, that’s a team. I think sometimes we think that teams have to be these really large entities, and that’s certainly not the case.

And so, I think starting with some of the best practices to implement some of that sticky recognition and mattering, just because the outcomes are so strong with that. So, that’s just simply, you know, one of the researchers I interviewed for that chapter said, “Sticky recognition and mattering lives at the day-to-day moments in your interactions.”

So those 10-minute moments when you’re walking down the hallway with someone or you’ve just patched into the Zoom and it’s a few of you just kind of hanging out, what do you say? Like, do you interact with somebody? How’s your day? How’s your family? What’s going on? What has your attention right now? Just sort of, I think, getting back to relearning how to see people when we’re so consumed by our work in technology, I think, is a really important starting point.

And then, one of the things that kept coming up as a thread in a lot of the successful companies and people that I interviewed was this notion of just, like, I call them Seinfeld meetings because Seinfeld was a show about nothing. And so, it’s these one-on-one moments to talk to people really about nothing, purposely without a business outcome associated with it.

So, again, just spending 15 minutes every other week just checking in on someone and asking them, “What has your attention right now?” can be hugely beneficial. Just talking to each other about just best teaming practices, “Are we all aligned together on how we’re communicating with each other, about how we see our team, about what the end result is? Are we all clear? Do we all have clear guardrails about where we’re supposed to start and where we’re supposed to end up?” So, again, I think some of these human practices in combination with some basic teaming practices, I think, is always a winning combination.

Pete Mockaitis
Alrighty. And could you share with us a cool story of a team or organization that really just put these principles into practice in a beautiful, illustrative, transformational way?

Paula Davis
One example that I mention is, it’s really a framework, so it’s less, I think, about a company, although there’s a few companies that are implementing this. In the Work Sustainability chapter talking about it’s called the US Bank Guidelines, where US banks’ in-house teams of sorts, have really intentionally thought about, “How do we want to create relationships with our outside vendors, our outside counsel, the outside people who we work with, and our internal folks that’s going to be supportive of intentional delegation; that’s going to try and minimize the fire drills and the urgency; that’s going to honor and respect communication practices and work-life integration boundaries and things of that nature?”

And so, talking about the different sort of principles that they have, that have become these guidelines that do just what I said, talking to them about how they’ve started to implement those, both internally and externally with the people who they work, have certainly been eye-opening. So, I think a lot of where we’re at right now with some of this is we’ve got to just try it.

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

Paula Davis
So, I think, for me, one of the big takeaways from the book is that this comes down to this being leading well. It comes down to what I call tiny noticeable things, or TNTs, that are a combination of a little bit more human stuff and a little bit more team stuff that together, I think, become a really powerful source of motivational fuel for folks.

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

Paula Davis
One of my favorite quotes is “Between what is said but not meant, and what is meant but not said, a lot of love is lost.”

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

Paula Davis
One of the research papers that I found really fascinating talked about how, and this is just kind of an interesting way that they were able to measure a team’s heart rate synchrony. And when teams’ heart rates were in sync, they, I think it was like more than 75% of the time, made good decisions together.

And so, it was really indicative of psychological safety and trust. So, I thought it was just really interesting look at some of these things from a physiological perspective and see how when heart rates were more in sync, there was more trust and better decision-making among teams.

Pete Mockaitis
Yeah. And a favorite book?

Paula Davis
I love Brigid Schulte’s latest book is called Overwork, so I’m obviously digging into all of the things work-related about how we can do work better and make work better. I keep coming back to, over and over again, Kelly McGonigal’s book The Upside of Stress.

Because I have spent so much time in the burnout space, I think, really, taking an interesting look at “What is stress meant to help us do?” It’s meant to help us connect. It’s meant to help us find meaning, and that a meaningful life is a stressful life on some level, and so that reminder is helpful.

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

Paula Davis
Yes, there’s a skill that I talk about with that sticky recognition and mattering piece called a thank you plus, where so if you don’t say thank you very frequently, this could be at work or outside of work, start there. But the plus piece is to add the behavior or the strength that you saw that led to the good outcome.

So, it can be as simple as saying, “Thank you so much for summarizing the reports. The way that you did that helped me find the key takeaways quickly, and it made my life a lot easier and the conversation with my clients simpler.” Just that extra little smidge of peace really resonates with people. And so, I oftentimes will have people trying to practice a thank you plus to me or emailing me and calling out the fact that they were trying to do a thank you plus or mentioning that to me in some way.

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

Paula Davis
They can go to my website, which is StressAndResilience.com, or they can find me at Paula Davis on LinkedIn.

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

Paula Davis
I would say just don’t forget about the fundamental human need that we all have, to just make sure that we’re making an impact in our world, and just being really keen to share that with people when you notice it.

Pete Mockaitis
All right. Paula, thank you.

Paula Davis
Thanks so much, Pete.