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893: How to Help Your Team Beat Distraction and Unleash Their Productivity with Maura Thomas

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Maura Thomas shows you how to create a distraction-free work environment to make time for the tasks that matter most.

You’ll Learn:

  1. The underlying cause of derailed productivity
  2. How multitasking hurts your productivity and attention
  3. The two questions that will help you eliminate distractions

About Maura

Maura Nevel Thomas is an award-winning international speaker and trainer on individual and corporate productivity and work-life balance, and the most widely-cited authority on attention management. Her proprietary Empowered Productivity™ System has been embraced by the likes of NASA, Dyson, and Google. She is a TEDx Speaker, founder of Regain Your Time, author of six bestselling books, and was named a Top Leadership Speaker in Inc. Magazine. 

Maura is frequently featured in major business outlets including Business Insider, Fast Company, and Washington Post, and she’s also a regular contributor to both Forbes and the Harvard Business Review, with articles there viewed over a million times.

Resources Mentioned

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Maura Thomas Interview Transcript

Pete Mockaitis
Maura, welcome back to How to be Awesome at Your Job.

Maura Thomas
Pete, I’m so excited to be here. Thanks for having me.

Pete Mockaitis
Well, I’m excited to get into the wisdom of your latest book, Everyone Wants to Work Here: Attract the Best Talent, Energize Your Team, and Be the Leader in Your Market.That sounds like cool stuff, we all want that. But first, I need to understand, between the last time we spoke and now, you’ve adopted a pickleball habit. Is this accurate?

Maura Thomas
It is accurate. I’m so addicted. I play every chance I get. It’s so fun and I’m getting to the point where I’m just north of horrible, so it’s a little more fun. It’s not embarrassing anymore. It’s only slightly uncomfortable.

Pete Mockaitis
That’s good. That’s good. One of the very first speakers I remember was named Fran Kick. Shoutout to Fran Kick. We’ll link to him. I think he’s still kickin’. He made a lot of kick jokes, and he talked about this concept of when you get good at something, it becomes more fun, and then you want to work at it some more. And then you become better at that thing, and so it’s a nice little virtuous cycle between work, fun, good. And I was like, “Fran, this makes a whole lot of sense.” I remembered it from high school. So, a powerful message.

Maura Thomas
It is. And one of the most important things I learned, I trained in martial arts years ago, and I keep finding this theme happening in my life. My sensei told me that once you hit black belt level, that’s when your training begins. And what I’m learning about, any time I try to tackle something new, it’s like once you have…like you can’t be a good writer until you know the alphabet.

And you think that knowing the alphabet is your goal but that’s not your goal. The goal is really to write and to write well. But you can’t write well until you know the alphabet. It’s like you can’t do a thing until you are at least competent at the thing.

Pete Mockaitis
Absolutely. Absolutely. And that could be really a period of entry. I’ve never really gotten into golf because I had so many painful embarrassing moments when starting. Maybe in the future I’ll go to it. But pickleball, it’s trendy right now, right? Like, I remember playing pickleball in high school PE class over the summer, and I never heard of it before then, and very rarely after it. But then the last couple of years, I guess there’s pickleball courts sprouting up everywhere.

Maura Thomas
They are sprouting up everywhere. They are, because I think it’s more accessible. It’s a little less impact than tennis. It’s a little easier. Yeah, it’s very accessible. You see people, I mean, today, I was in a game with, like, a 12-year-old and a guy. It was easier, easily early ‘70s. And we all had a game and it was great. It was super fun.

Pete Mockaitis
Beautiful. Well, now let’s hear a little about some other team insights from your book Everyone Wants to Work Here. Any particularly surprising, fascinating, counterintuitive discoveries when putting together this work here?

Maura Thomas
A lot. A lot. So, in the book, I talk a lot about unconscious calculations. And I call unconscious calculations things that we behave in a way that suggests that we believe a thing but we’ve never actually examined that thing to know if that’s really true or if we even really believe that that is true. So, one of those unconscious calculations is that, “I am not being good at my job,” or, “I’m not providing good service to my customers,” or, “I’m not being a good team player unless I’m responding to all communication immediately.”

And people behave as if that is true but I think we all kind of know that isn’t really true. You can service your clients really, really well even if you don’t respond to them every minute. And you can help your team members even if you take time for yourself. We put this weight on, “Being available to other people is part of my job, so I have to do that.”

But what we forget is that your colleagues depend on you to get all the millions of things that are on your to-do list done, and you can’t do both. You can’t be constantly responding to incoming communication and also be making progress on your to-do list at the same time. We try but that’s not super effective. So, one of many, many sort of counterintuitive things.

Pete Mockaitis
Well, Maura, this is, I think, we can talk for hours about this alone. Unconscious calculations. I love the way you’ve articulated that, and this reminds me of some other concepts. We’ve heard maybe Ramit Sethi talk about invisible scripts a lot or Vishen Lakhiani talks about “brules,” which stands for bull crap rules.

Maura Thomas
Ooh, I love that.

Pete Mockaitis
We keep a clean rating here. But, yes, this unconscious calculation, I like the vibe because it does connotate analytical numerical judgment evaluation side of the brain, which I think is a very real nuanced part of that. I know I’ve experienced it, and it can be sometimes damaging to mental health, like, “I’m not a good parent unless I…” A, B, C, D, E, F, G. And those things, they are unconscious, and until you bring those to the surface, which practices like self-reflection, and therapy, etc., can help do, it can really drain folks’ energy and capabilities.

Maura Thomas
Yeah, it really can. As those other people have articulated as well, we really need to look at what we believe. And a lot of times, I see my job as just shining a light on how people are operating so that they can just ask. Sometimes somebody says something to you, and you’re like, “Ahh.” They say, “Why are you doing that?” and you’re like, “You’re right. That’s totally stupid. What? What was I thinking?”

The story that comes to mind, for me, is when I redid my kitchen, and my aunt came over, and she’s in the new kitchen, she’s standing at the stove, and she opens the drawer beside the stove. And in the drawer beside the stove, there’s silverware. And she looks at me, and she said, “Where are your potholders?”

And I point across the kitchen, and I’m like, “My potholders are over there.” And she looked at me, waiting for me to catch up, like, “Potholders should be beside the stove, right?” I was like, “Oh, you’re totally right. You’re totally right. I never thought about that before.” “Move the potholders so that they are near the stove.”

But once she said that to me, I was like, “Oh, and the spices should be near the olive oil. And, oh, the spatula should be near the frying pans.” And I had a whole new outlook on everything as soon as she just sort of shone that light on, “Does this make sense the way you’re doing this?” But I never even thought of it until she said that.

And I think a lot of the things that I sort of do with my clients is really just shining a light, “Does this make sense the way you’re doing this? And wouldn’t you like to do it a little easier?”

Pete Mockaitis
Well, that’s already a fantastic tidbit. Can we maybe zoom out a little bit and hear what’s sort of the big idea or main theme of the book here?

Maura Thomas
I outline a lot of problems that are happening inside companies that are making people go home at the end of the day, and say, “Oh, my gosh, I was busy all day, and somehow I got nothing done.” Instead of going home at the end of the day, and saying, “Oh, my gosh, that was such a good day. I got so much done.”

There are many, many sorts of culture, corporate culture, and leadership behavior problems that are contributing to this, but underlying all of them is distraction. Distraction is what prevents us from going home at the end of the day, and saying, “Oh, my gosh, that was such a good day. I got so much done.” Distraction in the way that we communicate, distraction in all of those unconscious calculations.

Another unconscious calculation that people make is, “Well, people are interrupting me all day but I have to do that. I have to deal with that. That’s part of my job. So, the only way I can get stuff done is when people aren’t bothering me.” Well, the only time people aren’t bothering you is when you’re not supposed to be working – nights, weekends, early mornings.

So, we behave as if we have just accepted that we will work all day at work, and then we will go home and do our most important work, “I’ll just deal with everybody bothering me all day long, but then I’ll do the really important stuff tonight, or Saturday, or Christmas eve, or whenever people aren’t bothering me.” And that’s just, I don’t think anybody wakes up on Monday mornings, and says, “Ooh, I can’t wait to work 60 hours this week.”

Pete Mockaitis
Right, yeah. And then I heard recently, it said almost universally CEOs and executives do work before they get to work just almost out of necessity, it’s like, “I’m going to do half an hour, or one hour, or two hours of super important stuff early in the morning before I am even on the premises and can be accessed.”

Maura Thomas
“Yeah, because that’s the only way that I can get it done.” And I believe that leaders and people, anybody, whether you’re a leader or an individual contributor, you need to own the fact that you need to get your important work done at work, and you do need to be available to other people but you can’t do that to the exclusion of getting the important work done. So, you have to carve out the opportunity in your work day to both be available to people but also be unavailable so that you can get important work done.

And I talk a lot about that in Attention Management, which is the book that I was on with you before about, and in Everyone Wants to Work Here, I talk about how leaders can really make it easier for the team to do that because people think that they can’t do that because their boss is going to get mad at them if they do.

And another unconscious calculation, usually, because usually it’s not true, I can’t imagine a rational boss saying to someone, “No you can’t have any time while you’re undistracted. I need you to be distracted all day.”

Pete Mockaitis
Absolutely. And I have led workshops where lightbulb moments go on, and this is a wildly held unconscious calculation that they need to respond right away, and it is wild. I might have a team of a dozen folks, and we discuss some norms associated with email response times, and maybe half of them are like, “Oh, wow, really? It’d be okay if I didn’t reply for 24 hours, and if you needed it faster, you’d drop by or call me or text me or something? Oh, wow.” And so, it’s just beautiful. I feel like, “Oh, my work here is done. That’s all we had to do was have this one conversation and we got a great ROI on this training here.”

Maura Thomas
Well, yeah, and it does start people thinking but then when I talk about, and I’m sure you do as well, you need a bat signal. Like, “I have a million things to tell you all day, and I’m going to shoot you some emails, but if I really need something,” bat signal. What’s your bat signal at your company? Because if every email might be an emergency, then you have to treat every email as if it is an emergency until you know that it isn’t. So, you can’t use the same communication device for emergencies that you use also for non-emergencies, so there needs to be a bat signal.

Pete Mockaitis
Absolutely. Well, I’m enjoying we’re already getting on some of the tactical goodness, which I love. But first, I want to maybe address what’s the prevalence of this distraction? Or, do you have some stats on the widespread-ness, the cost in terms of dollars or hours per week? Like, I have a sense it’s a big one, a big problem. Can you make it a little bit more precise just how big we’re talking here?

Maura Thomas
Yeah, there’s a ton of research. So, Gloria Mark at UC Irvine, I read a lot about her research. And her research, her older research said that we switch what we’re doing at work, on average, about every three minutes. And her latest research shows that that three minutes have gone down to about 47 seconds.

Pete Mockaitis
Right.

Maura Thomas
I think a lot of the people listening here are people who use a computer to do their work, primarily folks who need to solve problems, and communicate, and generate ideas, and write things. Some people call them knowledge workers. If you work primarily at computer for your job, then, really, your job is to think, and you can’t think clearly, you can’t make any good decisions, you can’t have your best ideas in 47-second increments. And yet that’s pretty much all we give ourselves throughout the day.

And so, how are we supposed to be good at our jobs? Because if you’ve ever been in a meeting, and at the end of the meeting, you’re like, “Hmm, I shouldn’t have said that,” or if you’ve ever said, “Oh, my gosh, I should’ve said that,” after you’ve had a chance to think about it, you have a much better answer than you did that you just blurted out when somebody asked you a question.

And so, we’re not our best selves in these tiny little increments. I talk about brain power momentum. We need time to really muster the full range of not only our talents, and our wisdom, and our skills, and our abilities, but also our diplomacy, and our tact, and our kindness, and our humor, and our empathy so that we can be the best version of ourselves, and we’re not the best version of ourselves in 47-second increments.

Pete Mockaitis
You know, that absolutely rings true. And so, is it your sense that the majority of knowledge workers have the majority of their work day gobbled up by distractable environment time? Or, just how big are we talking here?

Maura Thomas
I do think that. There is some research, it really depends on what’s the average salary and how many people are in the organization.But for an organization that has about 50 employees, making about $50 an hour on average, the average distraction, and this is with the old research, that the distraction is costing somewhere around $1.2 million a year for that organization. So, again, the numbers depend on a whole bunch of different things, but it’s a lot. We all know it’s a lot.

Pete Mockaitis
Yes, understood. That is a meaningful fraction of everybody’s week. So, then tell us, what are the primary culprits of this distraction environment?

Maura Thomas
Yeah, so part of the problem is that we are habituated to distraction. Most people who use technology today have a habit of distraction, and that is on purpose. Our technology has created in us a habit of distraction. So, we’ve gotten to the point where, most people are at the point where doing only one thing at time is really hard and really boring.

And I even find it in myself when I’m watching a TV show or something, or when I’m cooking dinner. Watching TV, I have the itch to scroll my phone, and when I’m cooking dinner, I have an itch to listen to a podcast, or put a book on. I try, and my husband and I have come to this place where we have a commitment we fail a lot, but we have a commitment to being a single-tasking household because the more distracted you are, the more distracted you will be, the more you do multiple things at a time, the harder it will be for you to do only one thing at a time.

But the reverse is also true. So, the more you practice doing one thing at a time, the better you get at doing one thing at a time, and the less itchy you feel about, “Oh, I need to do something else.” And when we’re doing one thing at a time, that’s when we can put our best out into the world.

Pete Mockaitis
That’s intriguing. So, this makes me think of analogs of any sorts of training. Like, you do a thing, you get better at a thing, the muscle gets stronger, the legs get faster, the heart and lungs are able to process more oxygen, and endure longer. It’s sort of like a training effect or adaptation is unfolding. So, I’m curious, do you have a suggested protocol or routine or workout that we might engage in, in order to strengthen that capability of doing one thing at a time and being less itchy?

Maura Thomas
Well, because for most of us it’s a habit, we have a habit of distraction, and so the first step in changing any habit is really the awareness. So, recognizing when you get that itch to do something else, then sort of making the conscious calculation. Probably doing both isn’t a good thing, “So, do I want to just do this thing? Or, do I want to just do that thing?”

And bringing more awareness of when we have the urge to be distracted is the first step in changing any habits. But I would say the practice is start out doing only one thing. If you’re going to watch TV, put your phone in a different room. Try to make it easy for yourself to do only one thing.

Pete Mockaitis
And then, likewise, I’m thinking I guess there’s all sorts of layers or levels or variations of this. Like, with your eating, don’t be eating and watching TV or listening to a podcast.

Maura Thomas
Yeah, there are different ways to multitask, and some are better than others. So, one physical thing and one cognitive thing is better than two cognitive things. So, scrolling your phone while watching TV is probably worse for your multitasking than heating up something in the microwave while you listen to a podcast, because one physical thing and one cognitive thing.

Now, if you are a chef, then you might not want to listen to a podcast while you are creating your meal because that is kind of an artform to you. But if you are not a chef, like me, and you’re just making something that doesn’t require a lot of thought, practicing single-tasking is good but there are also some kinds of multitasking that are worse than other kinds of multitasking.

Pete Mockaitis
Well, that’s good for our download numbers. Thank you, Maura. Understood, there is a distinction there. Okay. So, that’s first, like within us, individually, that’s something we can all do, and that really does sound swell in terms of the impact that can make and the muscle you build.

One of my favorites, I actually have a sheet right here, one my favorite approaches is I make a list of what I did do and what I wanted to do during a phase of work, because I’ll have all these ideas, like, “I want to check the news. I want to check social media. I’m curious about this thing, hmm. I wonder if you can buy a thing that does that. Let’s put it on Amazon.”

And so, all these things pop up, and so I just write them down. And it feels fun because then, after the work session, I get to behold it, and say, “Ooh, look at all these victories I racked up. Each of these was a distraction I did not engage in,” and so I feel a sense of accomplishment there. And when it’s time to indulge these distractions, “Ooh, I’ve got a bunch of things I was curious about and want to play with already cued up for me to go binge and tour.”

Maura Thomas
I love that idea. I love that. I think that’s a great idea. The thing that I try to keep in mind, so there’s a quote I’m told. I went looking for it and I couldn’t find it. Somebody, one of my keynotes told me that it comes from the movie “Hitch.” But the line is “It’s not the moments in your life that matter. It’s the life in your moments that matter.”

And my belief about that is that if you are not present when you’re doing a thing, then you miss both the moments in your life and the life in your moments. And we only get a finite number of moments in our life, and I really would like to be present for every single one of them, cognitively present, not just physical present.

And so, to me, we all need to find the motivation that works because somebody tells you something is good for you, that might not be sufficient motivation, “Yeah, a lot of things are good for me that I don’t do.” But I think each individual has to find the thing that is this the sufficient motivation for them. So, you like your victories, and I like thinking about…I like yours though, I might try that too. But I like thinking about, “How many moments today was I really present for? How much of my life was I just not cognitively there for?” And when the answer is too many, it makes my heart hurt, so.

Pete Mockaitis
No, that’s powerful. And I love the way you’ve described that in terms of these are different flavors of motivation or why that resonate differently. And a heart hurting versus a victory has very different vibes to them, and there could very well be many others that are custom and unique, and for each individual that are really powerfully resonant.

Maura Thomas
And a different day could mean a different thing. On one day, looking at your list might feel amazing, and another day it might be more about the moments. It really depends on the day, too, right? So, we can employ all of them. All of them.

Pete Mockaitis
Yes. Okay. Well, so we talked about some approaches that the individual can use. Tell us, if we are in a position of management or leadership and have some influence with the team and the culture, what are some best and worst practices that we should be considering?

Maura Thomas
Yes. There’s a whole chapter in the book about how much leaders underestimate the influence they have. So, I think it’s really important if you do have people who are on your team for whom you are the leader, at least at work, or really anywhere else, if you are the leader, then you need to realize that you have a lot of influence.

I think that it’s clear that a leader has influence during the work day on somebody who works for them. But I think what they forget, for example, is that how that person feels about their work day, they’re going to carry that home with them and interact with their family in a way that reflects how they felt about their work day.

So, if they had a work day where they said, “Oh, my gosh, that was a great day. I got so much done,” they’re going to go home and be with their family, and they’re going to show up very differently than if they go home, and they’re like, “Oh, my gosh, another day where I’m exhausted, I was busy all day, and still I got nothing done,” they’re going to interact with their family in a very different way.

Also, if you are, for example, sending emails to your team after hours, that’s going to impact the family because I think we’ve all been in a situation, either as the grownup in this situation, or maybe as the child in this situation, where it was like, “Yeah, we’re all going to sit down to dinner, oh, but mom just got the phone call or the email from work, and now mom says, ‘Start dinner without me. I’ll catch up as soon as I can,’” or, “Go to the park. I’ll be there later. Go ahead, do that without me,” or they show up, they’re at the park but they’re really just sitting on the bench on the phone, and not really present in the park.

So, leaders just underestimate so much how much influence they have not only on their team members but on their families. And if you influence families, then you influence communities. And if you influence communities, you influence the whole world. And so, modeling behaviors is really, really important in thinking about people as whole people who have lives outside of work. And when you send that email at night, it doesn’t matter if you say, “Oh, this isn’t important. Don’t worry about it,” your team is going to check it. They’re going to check it, and there’s all kinds of research about that, too.

Pete Mockaitis
Super. So, yeah, just wait, put in drafts, we can schedule it, software will do that for you. Certainly, you’re setting the model.

Maura Thomas
All of that, yes, but also act in a way that is good for your team. Downtime is as important for leaders as it is for everybody who works on their team. And I know a lot of leaders who think it’s such a good example by being the first one in, the last one to leave. I think that’s such a horrible example. It just makes your team want to work more and more and more and more and more.

So, take time off, don’t check in, be away, go on vacation and be on vacation. There are so many different ways that you can model healthy ways to engage at work. And when people, leaders and individual contributors, when people take better care of themselves and they disconnect from work, then they’re actually better at work the next day.

Pete Mockaitis
Absolutely. Can you share with us some other behaviors you recommend modeling and some new thinking? I really love your example there associated with, “Oh, I got to set an example by being there early and staying late.” And I guess, maybe, if your problem is you have a bunch of loafers who are slacking, that might be the example that you need to set for them.

But it seems like, often, these days, we have the opposite problem in terms of working nonstop and being distracted and not getting awesome things accomplished with the time that we do spend. So, having some more leisure does the trick, so model that instead. Any other reframes or paradigm shifts you want to put forward here?

Maura Thomas
Yes. What you just said reminded me, having a team of loafers, I’m sure that there are lazy people but I work with thousands of people in a year, not tens of thousands, not to mention everybody I know and people in my professional network at, I don’t really know a lot of slackers. So, I just want to put out there this idea that, I really want to put this idea of quiet quitting to bed. It was never a thing. It was never a thing.

Some guy on TikTok thought he would get some attention by saying, “I’m going to do the bare minimum at work and see what I can get away with,” and then that turned into this business propaganda that would have leaders, trying to scare leaders into thinking that they have a team full of lazy people, and they need to be careful about their employees are slacking off all the time, and that’s why hybrid and remote work doesn’t work because if you can’t see them, they won’t be working. It’s not a thing.

Everybody wants to show up at work and do the best job that they can. Everybody wants to feel productive and satisfied and accomplished at the end of the day. It’s not a thing. I wrote an article for Forbes called “Why you should want your employees to quiet-quit?” I covered it in the book as well. quiet quitting is just about, “There’s more to life than work.” Maybe.

And maybe I’ll have some better boundaries now than I did before. And maybe I won’t always be checking my email on the weekends. And maybe when I go away on vacation, I’ll actually be on vacation and be present with my family so that I can show up better at the end of my vacation. That’s all that is, it’s boundaries. It’s not lazy people trying to get away with stuff.

Pete Mockaitis
All right. Thank you. Well said.

Maura Thomas
Sorry, I feel a little passionate about that.

Pete Mockaitis
No, I think it’s good. And in my experience about the folks I know, when they engage in something that resembles quiet quitting, it’s usually because they keep asking for good meaningful work to be done, and they keep not getting it, and they’re like, “All right, fine. If I’m just going to get minimum amount of stuff that doesn’t actually matter, then I’m going to enjoy myself.” And so, it’s not a matter of, like, “I’m sticking it to you. I’m going lazy mode,” but rather it’s like, “I guess it’s sort of like a consolation price. If I can’t do meaningful work, I guess I’ll just chill a little bit.”

Maura Thomas
Yeah. Well, then address the culture. Address the culture and help people do the meaningful work so that they can enjoy those days. Here’s another sort of contrarian thing or another unconscious calculation. People talk a lot about open-door policy, “We have an open-door policy here.” Well, that word maybe doesn’t mean what you think it means. What do you mean when you say open-door policy?

What I think most people think when they hear open-door policy, they think anyone can drop in on anyone else for any reason at any time. And I don’t think that’s really what we ever intended open-door policy to mean. And some people even think it means, “We are not allowed to close doors here.” And if you’re going to use the phrase open-door policy, you really need to explicitly define it for your team. Otherwise, you’re setting up the company to have a culture of distraction where everybody does drop in on everyone at any moment at any time for any reason, and that’s not a place that is conducive to high-quality knowledge work.

Pete Mockaitis
That’s well said. I always thought, because I do, I love my quiet time, and to be able to just go deep work, focus mode, and make things happen. And so, I always thought that that was an odd phrasing, “My door is always open,” and I thought, “Always? Really?” “My door is always open between 4:00 p.m. and 5:00 p.m. and when you schedule an appointment,” is sort of like how I think that sentence ought to be finished because that’s sort of silly.

Maura Thomas
My metaphorical door, meaning, “I will be here to help you if you need some help,” but open-door policy is not a good way to say that. “My door is always open” is not a good way to say that.

Pete Mockaitis
Well, this is fun, Maura. How about you just keep giving us hot takes? What else do you got for us?

Maura Thomas
Yeah, I think, again, it comes back to distraction is the problem. And if you start looking for distraction in the way that you operate, and in the way that your company operates, all of these, it’s the shining light, and you just start to see, “Oh, my gosh, if I just…that is so distracting. And the way we do this is so distracting, and it’s taking away from our ability to really do meaningful work.”

Now, not to say that collaboration isn’t important. It absolutely is but it needs to be intentional, and it needs to have a purpose, not just, “Hey, I just thought of a random thing, so I’m going to drop this half-formed thought on your lap just because it just popped into my head.” That’s not the best way.

Pete Mockaitis
Okay. Well, I’d love it if you could maybe wrap us up by sharing a cool story of an organization, a team, an environment, a culture, where distraction was just causing all sorts of consternation, and then a couple key things folks did, some changes made, and the nifty results that came out on the other side?

Maura Thomas
Yeah. So, what my clients tell me a lot is that they get the unconscious calculations really were interfering so much more than they thought. They really thought that their required 60 hours. And when they managed their distractions, and when they had a conversation with their boss about, “I’m going to be offline occasionally not for hours at a time, but maybe 60 minutes, 90 minutes, maybe even just 20 minutes throughout the day,” it turns out I can get a lot more done in less time, and the quality of my work is higher.

And so, I could name client names, but that’s like the common refrain that I hear. Unconscious calculation, job requires 60 hours. When you really shine a light, when you realize all of the areas of distraction, when you really look at how your work is getting done during the day, you realize you could do so much more.

And if you can get your work done in fewer hours, then how much room does that open up for you to do other things, to learn about other things, to think about other parts of your life, to take up a new hobby, to spend more time with the people that you care about? It just opens the door because people feel like they have space, and they have breathing room, and they can think about other things. And it’s game-changing.

Pete Mockaitis
That is beautiful. And so, the action step there, it sounds like the big one is simply to have that conversation. And maybe it sounds something, like, “Hey, boss,” “Hey, colleague,” “Hey, teammates, I’ve noticed that my whole day is inundated with distraction, and I think I could do much better work more effectively and efficiently if I want to give you a heads up that there’ll be zones of the day, maybe 20 minutes, maybe 90 minutes at a time, in which I am entering a tunnel of focus, deep work mode, whatever you want to call it, and you won’t be hearing from me because I’m doing important stuff, but I’ll reach back out to you soon.”

I’m trying to use my best words. Do you have any suggested verbiage?

Maura Thomas
Yeah. So, here are two specific examples that the words come out of, “In order for this to work, we need to look at two important things. One, how does work flow through our department and get done.” Most people, I find, show up at work and do whatever happens to them. There are just communication coming in, it could be from colleagues, it could be from vendors, it could be from customers, and I’m just dealing with all of that.

And so, work isn’t flowing through me, through the department, through the company, in a systematic logical way. This happens first, and then this happens, and then we do this, and then we do this. And in between that, yeah, we communicate with each other. But you focus on the way the work moves through the organization. That’s the first thing.

Shining a light on that, if you’re not a leader, then just look at the way work comes to you, and look at the things that you are truly getting evaluated on, and really what’s in your…ultimately, in your job description, the thing that you are hired for, and how much of your day do you actually get to spend doing that. So, that piece is the really important thing.

And the second thing to think about is, “How do we communicate as a team?” We have lots of ways to communicate, and, usually, as a team, we don’t create any guidelines. I have a whole chapter in the book about communication guidelines. So, we have 17 different ways to communicate but we use this one in this situation, in general. There are exceptions, right? But this one in this situation, and this one in this situation, and this one in this situation.

Because without that, it really just defaults to personal preference, “Well, you seem to like chat, and Joe seems to like email, and Lisa likes to have meetings, and Marty always likes to call me. And I don’t know, I can’t remember how you all like to do this. So, I’m just going to send everything I need to send in all the ways. I’m going to leave you a voicemail, I’m going to put it on the chat, I’m going to send you an email, and we’ll talk about it in the meeting just for good measure.”

And so, the volume of communication in organizations is way too high, and the efficiency of communication is way too low.

Pete Mockaitis
Very good. Well, Maura, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Maura Thomas
Yes, just the last thought I will leave you with is I teach people two primary things. Number one, how to manage their attention, and, number two, how to manage their work, bigger picture. Nobody can do that except you. Nobody can manage your attention except you. No one can manage how your work gets done except you. You get to decide, so it is entirely up to you.

Now, if you’re a leader, yes, you have to help. But bottom line is no one is going to do this for you. If you would like to have days that feel more accomplished, more productive, more satisfying, if you would like to feel less frazzled and flustered, if you would like to have more space in your life to do other things, that is 100% up to you. And I know that many people feel like it isn’t but I’m here to tell you, it is.

Pete Mockaitis
Yeah, that’s powerful. I guess even in, like, the worst-case scenario, it’s like, ain’t nobody in your whole organization budging whatsoever when you raise these things to them. You still have the agency and the ability to make a change, like, “Hey, this is not the organization for me at this time of my life. All right.”

Maura Thomas
Either that or maybe it’s just like, “You know what, I’m going to work differently, and I’m going to see how everybody else around me reacts to that.”

Pete Mockaitis
That’s true.

Maura Thomas
“But I’m going to work in the way that makes the biggest difference for me, that helps me get the most done, that I can put the best of myself out into the organization and into the world, and let’s just see what happens with that because, I bet, the results are going to be better than you think.”

Pete Mockaitis
That really does ring true. I remember I was at a wedding, and I was chatting with a friend, Kelsey, catching up, and she was working in a consulting firm, which could be notorious in terms of demanding clients, and managers and partners, and all that stuff. And I said, “Oh, man, so you just must be working really…” and she said, “Oh, it’s not too bad.”

And it blew my mind. She basically just established boundaries for herself, and I was like almost…my mouth was agape, I was like, “I don’t think I even knew you could do that in that environment.” She said, “Well, I just told them that, ‘Hey, it’s really important to me that I train for this Ironman, I’m bonding with my brother doing that thing, and so I’m probably not going to be working during these times but I’ll give you my best focus and attention during these times, and dah, dah, dah, dah, dah.’”

And I said, “And they went for that?” And she’s like, “Oh, yeah. Oh, yeah, and I got promoted.” It is what you say is true. It may feel impossible or scary, and yet if you give it a shot, it just might work out way better than you think.

Maura Thomas
Yes. Yes. And I’m a control freak so that means a lot to me.

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

Maura Thomas
Yeah, so a couple. One I already gave you, “It’s not the moments in your life that matter. It’s the life in your moments.” Another one that has always kind of resonated with me is kind of two ways to say the same thing, I guess, “Don’t wait for your ship to come in. Swim out to it.” Another way to say that, I have it hanging on my…a little quote I cut it out of a magazine. It’s hanging right on my desk, it says, “Ask for what you want 100% of the time.”

Pete Mockaitis
Okay.

Maura Thomas
It can’t hurt to ask. You might not get what you want but it can’t hurt to ask. It never hurts to ask.

Pete Mockaitis
Okay. And can you share a favorite study or experiment or bit of research?

Maura Thomas
Yes, I think that I’m really fascinated by Gloria Mark’s research, and how technology is affecting us, and how much it’s costing us not just financially but in all parts of our life because, I think, again, when we’re not present in our moments, then we rob some of the richness from our lives. And when I read Dr. Mark’s research, it just feels…I don’t know why, I should call her Dr. Mark, but I feel like I know her because I am so steeped in her work. But it just smacks me in the face, and just it’s such a good reminder for me about what it’s costing us.

Pete Mockaitis
And a favorite book?

Maura Thomas
I have two. One, I think, Napoleon Hill’s Think and Grow Rich because that’s where I learned the idea of mastermind groups, and mastermind groups have changed my life. And then, personally, it’s by Gavin de Becker, it’s called The Gift of Fear. And it’s about listening to that. It’s about really how to keep yourself safe. But the reason that the book is so great is because it reads like a thriller, it reads like a mystery thriller, but it’s really about practical life advice. And I’ve given it as a gift to a million people.

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

Maura Thomas
I don’t know how I would get my life done without Todoist, task manager. I’m a big fan of the folks over at Todoist. We also use their other tool called Twist, which is an alternative to chat tools, it’s a different kind of chat tool, but it is based on asynchronous communication, and I’m a big fan of the folks over at Doist.

Pete Mockaitis
Okay. And a favorite habit?

Maura Thomas
So, we talked earlier about finding that motivation, and I guess this goes along with the book idea. But I read a book that I guess has been out for a long time, but I just stumbled upon it, and it’s called Younger Next Year. And that book really gave me…everybody knows you’re supposed to exercise and how to take care of yourself, and it’s like, “Yeah, yeah, I’m supposed to exercise. I know.” It wasn’t enough to get me to exercise. The information in this book made me go, “Oh, oh, oh, now I get it. Now, I understand why I really…why it matters every single day,” and it really has had an impact. So, favorite habit is exercise.

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

Maura Thomas
Yes. The thing I hear that resonates most is the way that I reframe. I don’t think I said it specifically this way today but how you manage your time really doesn’t matter unless you also manage your attention. So, what matters more than time management is attention management.

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

Maura Thomas
MauraThomas.com is the best place to learn all the things.

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

Maura Thomas
Yes, try to be more present more often. Manage your attention and make the most of your moments.

Pete Mockaitis
All right. Maura, this has been a treat. I wish you much luck and fun and well-managed attention.

Maura Thomas
Thanks for having me, Pete. It’s been a pleasure.

878: Saying No Masterfully to Reclaim your Life with Vanessa Patrick

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Vanessa Patrick shares the science behind why we struggle to say no—and what you can do to get better at refusing.

You’ll Learn:

  1. The three competencies of empowered refusal.
  2. What to do when someone’s being pushy.
  3. Why it’s better for your reputation to say no.

About Vanessa

Vanessa Patrick, PhD. is the Associate Dean for Research, the Bauer Professor of Marketing, and lead faculty of the Executive Women in Leadership Program at the Bauer School of Business at the University of Houston. She has a PhD in business from the University of Southern California, Los Angeles. She is the author of The Power of Saying No: The New Science of How to Say No that Puts you in Charge of your Life.

Resources Mentioned

Vanessa Patrick Interview Transcript

Pete Mockaitis
Vanessa, welcome to How to be Awesome at Your Job.

Vanessa Patrick
Hey, Pete, lovely to be here.

Pete Mockaitis
Well, I’m so excited to dig into your book, The Power of Saying No: The New Science of How to Say No that Puts You in Charge of Your Life. This has been a challenge that many of our listeners are facing so I think this is going to be so cool to get into it. But, first, I wanted to start with is there a particularly memorable no-story you could share with us to kick things off?

Vanessa Patrick
Well, I start the book with a didn’t-say-no story that motivated this whole stream of work. I’m happy to tell you about that.

Pete Mockaitis
Let’s do it.

Vanessa Patrick
Well, it all began when I spent my 24th birthday staring at a fax machine, and it was a memorable day because I spent the evening at the office waiting for a fax. It wasn’t even an important fax. It was just a fax, which said that the client had received a fax that we had sent earlier. And I spent the whole evening waiting for the fax because my boss told me to do so.

And it was a moment where I realized that we very often, in work and life, get stuck doing very trivial things, pretty meaningless things some of the time, that we could easily say no to. And that moment made me realize the importance of learning to say no when the situation merits it.

Pete Mockaitis
All right. Well, tell me, how late was it when you left?

Vanessa Patrick
So, I wanted to leave at 5:00 o’clock. It was a Tuesday. The fax arrived at 9:30 in the evening. And so, I basically spent four and a half hours just staring at a fax machine waiting for that white paper to spew out of the machine, and all that white paper said when it arrived, was, “Received with thanks.” And I remember my 24th birthday and that crinkly white paper so distinctly because it was so trivial.

And, Pete, if I had to redo this all over again, if I were me when I was 24, if I was me, the me now, when I was 24, I would’ve negotiated that ask. I would’ve said something like, “Can I come early tomorrow morning and pick up the fax and put it on your desk? Or, can I ask a friend to please stay back and do it if it was that important?” It didn’t have to be me, and I did not have to spend my time doing that, and yet I did.

Pete Mockaitis
Wait, I’m sorry. You said you were 24 years old, and then you said birthday. This was, in fact, your 24th birthday?

Vanessa Patrick
And I missed the birthday party.

Pete Mockaitis
Oh, my goodness.

Vanessa Patrick
It was quite sad. I’ve recovered. Don’t worry.

Pete Mockaitis
But it is definitely seared. We could tell that memory was really seared into you because you remember it was a Tuesday and the exact text of the fax, and the time that it arrived. Now, these are some details.

Vanessa Patrick
Yes, because when you’re sitting over there for four and a half hours, knowing that everyone in your house is having a party, people are coming and going, people are eating dinner, they’re leaving, you think about these things and you realize, “Why am I doing this? Is this worth it?” And those are the feelings that we need to kind of capture and memorize so that we don’t make those same mistakes again.

So, I talk about, in the book, the importance of learning from our mistakes, and the fact that when we say yes when we want to say no, we sometimes have to pause and actually let ourselves feel bad about that because we naturally, as human beings, have this coping mechanism, something called the psychological immune system, which jumps in as soon as we feel bad and tries to repair the situation, trying to find the silver lining, trying to look for something good out of that bad situation.

And that is why we don’t learn very well from bad situations. We need to stop, embrace that horrible feeling so that we learn from it, so the next time we’re in that situation, we can manage it a little bit better.

Pete Mockaitis
Absolutely. And what’s interesting is because of the drama of this particular instance, like it’s a task that is so trivial, I don’t know, maybe there’s lives on the line associated with this fax.

Vanessa Patrick
There were not.

Pete Mockaitis
Okay, there weren’t. So, it seems super trivial, and it’s four and a half unnecessary hours in which you’re not actively engaged, and you’re missing out on something really cool, all really come together. So, in a weird way, I like the notion, the psychological immune system, this was kind of a blessing because you had an epiphany that, I believe, has served you well over the subsequent years, and now you’re enriching many thousands with this work. So, indirectly, I guess we can thank that boss for this request.

Vanessa Patrick
Yes, I do think that it did kind of change the trajectory of my life. You start questioning. It was my first job, you start questioning, “Is this the kind of job that I want? Is there something more meaningful and important I could do?” And, also, the curiosity about “Why do people do this? Why do people behave in certain ways?” which has shaped my career as a consumer psychologist.

Pete Mockaitis
And for many of us, when we say yes when we should’ve said no, the pain we experience is more minor. It may not be enough for us to really rewind, evaluate, and make some changes.

Vanessa Patrick
But we do feel resentful very often. A lot of the people in my studies often talk about the fact that they’ve said yes when they want to say no, and they feel very resentful towards the other person, and really wished they did not do that. And so, in many ways, but we also search for reasons as to why we said yes and come up with the fact that it might be a growth opportunity. It could open doors. It could lead to a promotion. So, we make up these things to make ourselves feel better but sometimes we need to just see it for what it is and not make the mistake again.

Pete Mockaitis
Yeah, that’s interesting how we resent them, and, though, I guess we’ve got at least 50% responsibility as to having said yes.

Vanessa Patrick
Yes.

Pete Mockaitis
Okay. So, you’ve done a lot of studies, you’ve engaged a lot of people here. Any particularly surprising, fascinating, counterintuitive discoveries you’ve made here when it comes to us humans and our relationships saying no?

Vanessa Patrick
Yes. It’s no surprise that, of course, human beings have trouble saying no, but one of the things that come out consistently in my research is the fact that no is a gendered issue, that women struggle way more to say no than men do. Women are more likely to say yes to a workplace request than men are. Women are more likely to be asked to do unpromotable work, or unpaid work, or the office housework, but they’re also more likely to take those things on.

One of the most interesting things in my studies is something that I call the spotlight effect. And the spotlight effect is this feeling of being in the spotlight when someone makes their ask of you. So, in a study, I put people in different conditions. In one condition, I told them that they were asked to do something that they didn’t want to do, and there was a crowd of people who had already agreed to do it.

And based on the research of social psychology, we know that we are more likely to conform to that ask. The spotlight is going to shine way more brightly on us when we know that other people are watching and expecting us to say yes. So, of course, both men and women are more likely to say yes when there are lots of people watching even if they want to say no.

I also do another scenario where that request is an interpersonal request. There’s no crowd, it’s just one person versus another person, the asker and the askee. And in that situation, you find that men are significantly more likely to say, “No, this is not going to work,” if it’s a one on one, but women still respond at the same level as if there was a crowd watching.

So, women, it’s almost like women have conjured up this imaginary crowd that is watching them, and the spotlight shines brightly on them, whether it’s a one-on-one interaction or whether it’s a group. I, personally, think that’s a super interesting finding, and it’s fascinating to think about why that is, and why women feel that pressure to say yes, feel more intense spotlight regardless of whether it’s a one-on-one ask or it’s a crowd.

Pete Mockaitis
And can you share with us a rough sense of these figures here, the crowd effect versus the one-on-one effect, that is at stake here? Is it a smidgen more pressure and probability of saying yes, or is it like double, triple, quadruple?

Vanessa Patrick
So, when it was a social ask, and when both men and women responded equivalently, so about five on a scale of one to seven, on, “How much attention did you feel was on you?” That drops to four for men, which was significantly different, statistically significantly lower compared to women who remained at around 4.5.

Pete Mockaitis
Oh, got you. And I guess I’m curious about the percentage of percent of time said yes and didn’t want to.

Vanessa Patrick
The number of times they said yes, so we don’t have that. In the experiment, we didn’t look at that. The scenario required everyone to say yes or no.

Pete Mockaitis
Okay, got you.

Vanessa Patrick
So, everyone wanted to say no. It was a clear scenario when no one wanted to do it.

Pete Mockaitis
What is our scenario?

Vanessa Patrick
Yeah, so it was something like spending your spring break doing some volunteer work for a friend who just caught you. So, it was the first day of spring break and someone pulled you aside, and said, “No, you need to help me with this volunteer work, and spend your entire spring break doing this, making calls on my behalf,” which is something we pre-tested no one wanted to do, no one wanted to spend their spring break doing.

Pete Mockaitis
Yeah, it would have to be some pretty, meaningfully interesting, powerful calls. It’s hard to dream up the scenario where that would be a win, like, “Oh, yeah.” Okay. Cool. Thank you. All right. So, there we have it, interesting tidbits there. So, then, overall, what would you say is sort of the main thesis or big idea behind the book The Power of Saying No?

Vanessa Patrick
So, a lot of people, successful people, and, in general, most people know that it’s a good thing to say no to the things that you don’t want to do. The question is how. So, the big idea behind the book is the way in which you communicate your refusal and something called empowered refusal, which is the basis of my research.

Empowered refusal is a super skill of being able to say no in a way that’s effective. And what effective, essentially, means is that you are able to communicate a no response while maintaining your relationship with the other person and securing your reputation.

Pete Mockaitis
That sounds perfect.

Vanessa Patrick
It does.

Pete Mockaitis
How do we do that?

Vanessa Patrick
So, I talk about the fact that you need to develop three competencies to develop the skill of empowered refusal but, essentially, empowered refusal requires you to say no by looking inwards. You need to say no by giving voice to your values, priorities, preferences, and beliefs. So, it’s a no that stems from your identity. And when you say no that stems from your identity, giving voice to what you believe, the way you believe things should be, people are less likely to give you pushback and more likely to be persuaded by your no.

Pete Mockaitis
Well, tell us, what are the three competencies and how do we develop them?

Vanessa Patrick
Right. So, the three competencies, I call the ART of empowered refusal, A-R-T, awareness, rules not decisions, and totality of self. So, your empowered refusal begins with self-awareness. It begins with you looking inwards and developing a sense of what you uniquely bring to the table, what you care about, what do you value, how do you want to find meaning in your life.

So, an awareness of your preferences, your beliefs, your values, forms the foundation of step number two, which is setting up a system of rules, and not having to make decisions all the time. So, once you understand yourself, then you can set yourself up with a set of personal policies or simple rules that guide your actions and decisions. So, if you have rules in place, or policies in place, it’s much easier for you to say no because you already have a very firm stance on what you believe and how you want things to be.

And the final piece of the puzzle is the way you communicate your empowered refusal, which is using your whole self, using not only your language but also your nonverbal cues. Nonverbal cues that both convey empowerment but also secure your relationship with the other person. So, I can give you a few examples.

Pete Mockaitis
Okay.

Vanessa Patrick
Let’s imagine that someone asked you to fly somewhere. Unprepared, unannounced, you’ve got fly over the weekend to do something that is not part of your job, and you don’t want to do it because you do not work on weekends, or weekends are family time as far as you’re concerned. So, you have a personal policy in place about how you’d like to spend your weekends, and you are able to better communicate your refusal based on that stance.

What usually happens when people ask you for something that you want to say no to is that we grasp for the first available excuse. And excuses are much less effective than policies. Policies reflect a long-standing stance which stem from something that’s important to you, something that you value. And when you use a policy, you are more likely to get compliance than if you use an excuse.

Pete Mockaitis
Interesting. You say compliance, as in the requestor just overrides you.

Vanessa Patrick
No, the requestor will either push back or they will respect your refusal. Those are the two main options. So, when someone asks you something, they typically expect a yes. It is societally expected that an invitation, an ask, a favor, is going to garner a yes response. There’s a ton of research that shows that we say yes to the most ridiculous requests because we are socialized and hardwired to help.

We are conditioned to be cooperative. We are psychologically poised in many ways to say yes than to say no. And because of that psychological makeup and that socialization, when we say no, we often get pushback from the asker.

Pete Mockaitis
That’s intriguing on so many levels. One, I’m thinking that’s kind of absurd that that’s in us humans. Two, I’m thinking I guess there’s probably a set of contexts that make that true versus not true. So, the majority of my emails are pitches from publicists and authors, etc. to want to be on my podcast, maybe the plurality of emails.

And so, I would imagine they don’t really expect that I will say yes because, in their own experience of any sort of recruiting, sales, business development activity, the majority of people say no. And I find it a little funny when they say, “I’m just making sure you got my email. Like, this is the weirdest thing that you didn’t reply.”

Like, in some ways, I find that a little bit irksome because there seems to be, like, almost dishonesty there. It’s, like, “You don’t really expect a response. Of course, you would like one.” So, I guess that’s what I’m thinking. Like, in the context of a stranger who’s asking hundreds of thousands of people the same thing via an impersonal platform, email, I don’t imagine they expect a yes. But you tell me, maybe they really do.

Vanessa Patrick
You hit the nail on the head in terms of the impersonal platform. So, we are 34 times more likely to say yes to a face-to-face request.

Pete Mockaitis
Thirty-four.

Vanessa Patrick
So, email is actually the best way to say no to people because it’s impersonal, as you just mentioned. You take away that face-to-face concern. I also think that if you think about the studies that people have done, like Vanessa Bohns, for example. She has people ask people to do the craziest things: defile library books, “Can I play in your backyard?” “Can you mail this for me?” completely crazy things, and she finds that people are much more likely to say yes, even to those completely ridiculous requests than say no.

And there’s a lot of evidence out there that people do struggle with saying no, and so it’s just easier to say yes. And so, I talk about it in terms of the fact that society favors the asker. So, if you’re the asker, you get to ask and then everybody feels really terrible about saying no. But we have to remember that an ask is just an ask. We don’t have to say yes to every ask that comes our way. And for a lot of people, they struggle with that.

Pete Mockaitis
Thirty-four times. Well, now I’m intrigued. Do we know where phone calls stack up, because in a way it’s live and real time, but there’s not a face? So, I imagine it’d be in the middle. Do you have the numbers on that?

Vanessa Patrick
No, I do not. But I’d imagine that it’s somewhere in between the face-to-face and the email. But I think, because it’s technology-mediated, it becomes easier to say no even on a phone call compared to a face-to-face request.

Pete Mockaitis
Okay. That’s powerful right there.

Vanessa Patrick
Yeah. So, one of the things that I mentioned is the importance of putting technology in between you and the asker when it becomes a very difficult ask, or when you’re dealing with a very pushy asker. Convert the conversation to a digital medium or put some technology between you. It’s easier to text, it’s easier to phone, a phone call converted to an email than to handle people face to face.

Pete Mockaitis
You know, I’m reminded of I’ve got a buddy who’s a priest. He tells me that after church, there’s crowds of people, and they shake hands and say hello. Well, it’s a good way for people to have a little bit of a relationship exchange, community-building there. And he said that he was inundated with requests, like, “Oh, you should come over have dinner. We should hang out in this way or that way.” And he used to say yes all the time, immediately, and schedule, he’s like, “Oh, my gosh, my calendar is out of control.”

And so, he decided his new policy was, when they make an invitation, assuming he doesn’t want to immediately do it, he says, “You know, that sounds great. Please call the office on Monday and talk to Debra, or whomever, and she owns my calendar, and she’ll find a good time for us.” And he said, invariably, like way over 90%, he told me, of the incoming requests just disappear because it’s quite a difference to say, “Hey, I had this fun idea. Why the heck not?” versus, “Okay, I’m going to actually have to remember to put into my calendar, to call the administrative assistant, and get that sorted out.”

So, I thought that was brilliant in that you’re continuing to show interest and it’s not blowing them off.

Vanessa Patrick
I think your priest friend has got two principles right in the book, that I talk about in the book. Never say yes in the moment, like always buy time. And second is, if you have the opportunity to delegate to someone, and that person says no on your behalf, it’s a win. So, Debra from the office, if she says no to the person, it’s not going to feel as bad as when your friend has to say no.

Pete Mockaitis
Certainly. And just the dramatic reduction in terms of folks who even do that is huge.

Vanessa Patrick
Will follow up, yeah.

Pete Mockaitis
So, now, tell me, when it comes to the rules, I don’t know who, if this is from a TV show or a movie somewhere, but someone was hiring a nanny or a housekeeper, and they just laid it like, “I don’t do dishes, I don’t do laundry, I don’t do cooking, I don’t do diapers.” And it’s sort of like, “Okay. Well, this isn’t going to work, is it?”

And so, I think that emotional side of us, in terms of a rule, that sounds like, “Ooh, that sounds awesome.” Like, you can communicate a rule, you have some extra conviction, they understand not to ask again, so that has a lot going for it. But it can feel a little more scary, “I’m not just saying no once. I’m saying no to a potential hundreds of future requests in one fell swoop.” And that’s even scarier to say, Vanessa, so how do you think about the articulation of rules?

Vanessa Patrick
So, these rules are just simple rules that you set up for yourself to increase things like your productivity, to enhance the quality of your decision-making, to make your relationships better, to advance yourself in your career. These are things that all of us care about in working life, and these are all the things that we need to think about, setting small rules.

It is not this rule, like the nanny you were talking about, not to do the job that you were hired to do. It’s about doing the job the best possible way you can. And sometimes you have to protect your time to be able to do that job. I think one of the things that we see in the workplace right now is the tyranny of the number of meetings that you’re dragged into. You don’t actually have time to do what you were hired to do.

And so, sometimes just setting up rules around when you meet and when you work, or when you can take some time to do some deep work that needs to be done and protect that time, these are simple rules that just enhance your productivity and actually make you a more valuable member of the organization.

Pete Mockaitis
Now that sounds awesome. Do you actually articulate some of that stuff if you were to, say, have this conversation with a manager?

Vanessa Patrick
Yeah. So, think about what your priorities are, what the job is, what do you need to do? So, one of the conceptualizations that I really love that I use in the book is this notion of, “What is good work?” And Howard Gardner from Harvard University, he’s an educational psychologist, comes up with a lovely definition of what is good work, good work that is meaningful.

Good work has three main dimensions, kind of like a DNA strand. It is excellent, it is emotional or engaging, and it is ethical. And so, when we do good work, we are essentially devoting ourselves to work that brings out the best of us, that leverages our strengths, that showcases what we bring to the table. When we do good work, it is emotionally gratifying. It feels good to do. We feel as if we’ve achieved something meaningful. And, finally, is that it does good, like it has an ethical dimension. It makes the world better. You leave the place better than you found it.

And so, when you think about work, and when we think about work, if we can think about this framework of work, and then try and achieve on a daily basis that sort of quality work, and in order to do that, we do need to set up these personal policies that facilitate that sort of activity.

Pete Mockaitis
Okay. And so, to tackle the fears head on, if we fear that, “Oh, I’m going to be perceived as not a team player, or I’m lazy, I’m not manager or executive material because I’m not truly committed with my rules and my no’s,” do you have an answer, or even better, some real data on what it’s like on the receiving end?

Vanessa Patrick
So, this is the concern for reputation. So, there are two main concerns for why we say yes when we want to say no. One is we want to be liked. So, one is a concern for relationships, and the other is a concern for reputation. The concern for relationships deals with the need to be liked, to be included in a social group, to have friends, to be part of something.

And our reputation is the other thing that we’re really concerned about, the notion that we want to be seen as competent, on the ball, a team player. Reputation is, essentially, what people say about us when we leave the room, and we want people to say good things.

And so, these are two key drivers for why we say yes when we want to say no. So, your point about, “Oh, I’m concerned about these things that people will say,” is the reputation concern. And I always say, of course, you should take on things that you can handle and that you can fit into your schedule, but I call it the house of cards trap.

Essentially, if you think about every ask that comes your way, and if your goal is to be a team player and to be seen as competent, and you just keep saying yes to that stuff, you’re essentially adding more and more cards to an increasingly fragile house of cards that is going to collapse if you do not, at some point, essentially.

And so, thinking about your reputation in the short term, like, “If I say yes right now, they will like me, they will think I’m competent,” as opposed to thinking about your reputation in the long term. If you keep taking more stuff, you’re going to drop the ball, you’re not going to be able to deliver, you’re not going to be able to deliver quality.

And so, I always argue, “Is it better to say no up front, because it is just something that is not in your wheelhouse or doesn’t leverage your strengths, or you simply just don’t have the time to do it? Say no now or drop the ball later, and have your reputation take a hit, or a bigger hit perhaps.”

Pete Mockaitis
Okay. Well, now could you give us some example articulations of the no that is artful and it’s an empowered refusal? And I say, “Hey, Vanessa, I would love it if you could stay late. We got this really big client presentation coming up on Friday, and I think we’re behind, and there’s really a lot at stake. So, could you stick it out for a few hours?”

Vanessa Patrick
That may not be the best time to say no.

Pete Mockaitis
Okay.

Vanessa Patrick
So, one of the things I talk about is deciphering the ask, like, “How do you decipher to say yes to and what to say no to?” If it’s a high stakes, really important thing that you need to pitch in for, it may not be the best thing to say no to. But if someone asks you, “Hey, can you organize the retirement party because someone is retiring?” That is something that is not urgent, not terribly important, and anybody can do it. That may be the thing to be saying no to.

Pete Mockaitis
Okay, that’s good. Well, I was going to ask, in terms of we’ve got our rules, how do we think about bending rules and under what circumstances?

Vanessa Patrick
I think they are your rules and they are meant to be meant. But if you bend them every single day then it’s not a rule. You need to have rules, and you need to have contingencies, and you need to have a sense of, let’s say, “I never work in the evenings because 6:00 to 8:00 is family time.” Assume that that’s my rule. But as you just said, if someone says, “Hey, Vanessa, can you pitch in because we have this really important thing, and can you make an exception and come just this Thursday evening because Friday is this big deadline?” By all means, you can break your own rule if you choose to.

Pete Mockaitis
Okay. And do you recommend articulating that in a special way?

Vanessa Patrick
So, I often talk about saying things in terms of using very absolute words, “I don’t,” “I always,” “I never,” “It’s my policy.” These are words that communicate that you are speaking from a place of power, so they are empowered language. They also reflect your stance on the matter. So, “I don’t,” “I never.” So, one of the research studies that we did was compared words like, “I don’t” versus “I can’t.”

So, whenever you frame a refusal, you can always say, “I’m really sorry, I can’t do this,” or, “I’m sorry, I don’t do this.” So, let’s imagine you’re at a party and someone is offering you chocolate cake. You can say, “I’m sorry I can’t eat the chocolate cake.” It comes across as disempowered and you’re most likely going to get someone saying, “Why not? It’s just a piece of cake. Go ahead and eat it.” You’re going to get the pushback.

Imagine that you say, “I’m sorry, I don’t eat chocolate cake.” No one pushes back. This is your rule, “I’m not a chocolate cake-eating person.” It implicates the identity. And using language that implicates the identity is less likely to get pushback.

Pete Mockaitis
That’s true. It takes an extra level of courage and curiosity to dig into that. And I think most people probably wouldn’t feel comfortable saying, “Well, why not?” but rather is just, like, it’s almost you have to do more mental work to think about how I engage that conversation further if I were going to, such as, “Oh, that’s interesting. What led you to adopt this policy?”

Vanessa Patrick
Yeah, and most often you don’t get that conversation continuing. Most people accept a refusal when it stems from your identity because that’s who you are, that’s the kind of person you are, right?

Pete Mockaitis
I remember when I was at a party, and someone said, it was a husband and wife, and she said, “Oh, Ricky doesn’t drink anymore.” And so, I’m so full of curiosity, I was like, “Well, now I really want to know what happened with Ricky’s historical drinking.” It’s like, “I’m not going to.” I just met the dude and he’s friendly and cool. I hope we get to maybe have that conversation later. But not the time or the place for me to dig into his history of his relationship with alcohol, though I’m so curious now.

All right. So, I hope Ricky is doing great. Now, you also recommend that we frame our refusal using more nouns instead of verbs. What’s the thinking here?

Vanessa Patrick
So, research shows that nouns, again, implicate your identity. When you say, “I am a writer,” “I am a teacher,” “I am a mom,” these are nouns. They describe your stable stance. Whereas, verbs, like, “I write,” “I teach,” lots of people write, lots of people teach, you are just one of them. And so, verbs, essentially, describe an activity, whereas nouns describe who you are, again, implicating the identity.

And so, if you have to talk about yourself, and there’s research that shows that when we talk about ourselves in terms of nouns, we come across as more authentic and, like, stable individuals who can communicate what they do. And so, there’s some work that talks about how we should talk about these things in our resumes and in job interviews by using more nouns than verbs.

Pete Mockaitis
Okay. And now, Vanessa, we didn’t quite do a demo because you wisely mentioned, “Maybe this is not the time to say no,” but now let’s say it is the time to say no, and I’m saying, “Hey, Vanessa, could you pick up my drycleaning this afternoon? It looks like I’m not going to be able to make it there after all.”

Vanessa Patrick
“I’m sorry, I go to the gym every afternoon between 3:00 and 5:00.”

Pete Mockaitis
Okay, and that’s that. There’s no elaboration.

Vanessa Patrick
Yeah, know it’s a complete sentence.

Pete Mockaitis
Okay. There we go. Let’s try again. “Vanessa, could you scan these documents and email them to me?”

Vanessa Patrick
“I believe we have someone who does those kinds of things. I’m not the person.”

Pete Mockaitis
Oh, this is fun. I can do this for a while.

Vanessa Patrick
Are you just going to do this all day?

Pete Mockaitis
Maybe. Maybe. I don’t know. Okay. “Vanessa, could you look over this proposal and make sure I didn’t make any silly mistakes?”

Vanessa Patrick
“Sure, absolutely. I’m really good at looking at proposals, and it leverages my unique strength, and I’m happy to strengthen your proposal for you.”

Pete Mockaitis
Okay, so that’s a yes, and that’s cool?

Vanessa Patrick
Yeah. And so, when you’re talking about this, the deciphering the asks, it’s really, I come up with this framework where you can use this mental model to help you to figure out what you say yes to and what you say no to. So, all the things you asked me, I, essentially, looked at them through that framework, and said, “What is the cost to me and what is the benefit to the other person?”

So, there are some things that are low cost to me but huge benefits to you. Like, looking over a two-page proposal and scanning it and making it better, that’s my strength. I’m good at it. I can make it better. I know it’s not a huge deal. I’m going to say yes because it’ll benefit you. But this, “Pick up my drycleaning,” and, “Check the weather and do this rubbish,” that is stuff, no, you shouldn’t be asking anyone to do.

Pete Mockaitis
Okay. And do we know, from the person who makes a request, and they received a no done artfully, do we have a sense in terms of their thought about you, like the relationship and the liking that we’re worried about that’s at risk? To what extent is that a boogeyman of our minds versus that’s real?

Vanessa Patrick
I think we exaggerate the impact that our no’s will have on others. Most often, when you say no to somebody, they simply go ahead and ask the next person. If it’s something that anyone can do, they just go down the list. We do that ourselves. If someone says no to us about something, we just find somebody else to do it. You don’t really think that much about it.

If it’s something that is meaningful and important to you, then, by all means, think about taking it on after you’ve asked the necessary questions, “Is it important? When does it need to get done? How can I contribute? Why did you ask me? Is there something unique that I can do?” By asking questions, we can figure out what to say yes to.

So, I call these the hero’s journey asks. The hero’s journey asks are the ones that are high effort on our part but hugely beneficial to others. And so, we should say yes to those hero’s journey asks because those hero’s journey asks is what makes work life meaningful.

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

Vanessa Patrick
I have this concept in the book that most people seem to like, which is called the walnut trees.

Pete Mockaitis
Let’s hear it.

Vanessa Patrick
And so, there are some people, despite your artful no, will not take no for an answer. And so, we need to figure out how to deal with these pushy askers. And in my book, I talk about these pushy askers as walnut trees. There are several descriptors of these kind of people in the literature – pushy people, bullies, etc. – but I choose to call them walnut trees, and I can tell you why.

A walnut tree is, essentially, this big tree with a luxuriant canopy, and it has a root system that spreads out 50 feet. But what it does is that it exudes in the soil a chemical called juglone and it stems the growth of everything around them, and so that’s why I call it that. It’s easier to deal with people when you can recognize walnut tree behavior, and say, “Oh, that’s walnut tree behavior,” when someone is being an exceptionally pushy asker. And there are strategies that you can develop to deal with walnut trees when they are being pushy, including, like we talked about, bringing in technology, delegating the ask, etc.

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

Vanessa Patrick
My favorite quote, and one I say to myself almost every day, is, “Be in demand. Stay in control.”

Pete Mockaitis
All right. And a favorite book?

Vanessa Patrick
I read a lot, so it’s hard to choose. But my favorite book of recent time has been Lessons in Chemistry.

Pete Mockaitis
All right. And a favorite tool, something you use to be awesome at your job?

Vanessa Patrick
QuillBot.

Pete Mockaitis
And what does that do?

Vanessa Patrick
It’s an AI-writing tool.

Pete Mockaitis
All right. And a favorite habit?

Vanessa Patrick
I wake up every morning at 5:15 so that I have some alone time. I thrive on the solitude of the morning and the serenity of the morning.

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

Vanessa Patrick
“It goes the way you say.”

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

Vanessa Patrick
I’m on LinkedIn, I’m on Twitter @vpatrick23, and on Instagram vanpat23, and my website is VanessaPatrick.net.

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

Vanessa Patrick
Yes, don’t be afraid to say no. Invest in the art of empowered refusal and say no to the things that don’t matter.

Pete Mockaitis
All right. Vanessa, this has been a treat. Thank you and I wish you much luck and fun in all of your refusals.

Vanessa Patrick
Thank you. You, too.

876: How to Present Like the Pros with Michael J. Gelb

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Michael J. Gelb on the How to be Awesome at Your Job podcast

Michael J. Gelb shows you how to shape your message so that your audience—big or small, in person or virtual—will care about it.

You’ll Learn:

  1. The three questions you need to ask before every presentation.
  2. How to align your message with your body language.
  3. How to channel your anxiety into your performance.

About Michael

Michael J. Gelb is the world’s leading authority on the application of genius thinking to personal and organizational development.  He is the author of 17 books including How to Think Like Leonardo Da Vinci, Innovate Like Edison and Discover Your Genius.  Michael’s books have been translated into 25 languages and have sold more than one million copies. His new book is Mastering the Art of Public Speaking: 8 Secrets to Overcome Fear and Supercharge Your Career.

Resources Mentioned

Michael J. Gelb Interview Transcript

Pete Mockaitis
Michael, welcome back to How to be Awesome at Your Job.

Michael J. Gelb
Thank you so much. Great to be with you.

Pete Mockaitis
Well, I’m so excited to get into your wisdom about mastering the art of public speaking but, first, we got to hear about your juggling experience and performing with The Rolling Stones. What’s the scoop here?

Michael J. Gelb
Well, I worked my way through graduate school as a professional juggler. I used to do children’s parties, I would perform on the streets outside Harvard Square and in London Portobello Road. I worked at a few nightclubs as a juggler. And one day, I was in Hyde Park in London practicing with my juggling partner who used to be the head of Reuters. He was the science editor for Reuters for Europe.

And we were just minding our business juggling in Hyde Park, and a gentleman approached us, and he said, “I’m the tour manager for The Rolling Stones. Their concert tour theme is carnival. We need jugglers. We’ll pay you £50 each if you can come to Earls Court Theater tonight and juggle in between sets with Mick and the Stones.”

So, yeah, we did that and then that went well, so we got invited to the Knebworth Rock Festival where we juggled on a stage shaped like Mick Jagger’s mouth in front of an audience of more than 100,000 people.

Pete Mockaitis
Wow, that is cool. So, what I love about that is that when you’re juggling, your skills are on full display, like it’s clear, like, “Hey, we need you…”

Michael J. Gelb
Or your lack thereof, yes.

Pete Mockaitis
The Rolling Stones manager was like, “Hey, we need jugglers. I can clearly see they are capable of juggling, therefore, come on down.”

Michael J. Gelb
Right.

Pete Mockaitis
That is beautiful. Well, I’ve always had trouble with juggling. Any pro tips for folks getting started?

Michael J. Gelb
Yeah. So, I taught myself to juggle because my original teacher was a brilliant juggler but he didn’t know how to teach. So, he told me, “Take these three balls. Throw them up. Don’t let any of them drop.” So, unfortunately, many of us get turned off from all kinds of activities because we’re told, “Learn this but don’t make mistakes.” And that seemed crazy to me, so I said, “There has to be a better way.”

And I figured, “What if we just started with one ball and got comfortable tossing one ball? And then attempted two but let the balls drop so we could focus just on the throw. And then throw three, let them drop.” And once you get them flowing out of your hands in the right rhythm and pattern, it’s actually quite effortless. They start landing in your hands, and before you know it, you’re juggling. So, the secret is to focus on the throw, start with one ball, work your way up, and have fun.

Pete Mockaitis
Okay. Now, we know. See, that’s a freebie. We didn’t know we were covering that because we’re talking public speaking. So, you had an earlier version of a book on public speaking over 30 years ago. Tell us, what are some of the lessons that takes 30 years to learn about speaking that you can give us a shortcut for right now?

Michael J. Gelb
Well, they’re really actually pretty simple. The simplest one is to actually know what you’re talking about because people come up to me, and say, “Oh, I want to be a public speaker.” Well, what’s your message? What do you have to tell us? What interesting life experience have you had? What stories do you have to share? What wisdom have you gained and accrued that you will put forth in your presentation? So, we can’t emphasize enough the importance of having something valuable to say.

Pete Mockaitis
Well, I think that sounds like, “Well, but of course.” But, really, though, I think that’s a powerful point that it’s easy to rush past, yet I think if we really stop and validate, there are many circumstances in which we don’t have something valuable to say, or, like, “Hey, there’s always a weekly staff meeting. That’s just what we do on the Mondays. Okay, and someone needs to present about this.”

So, I think that’s one context in which people speak without having something to say comes up. And I also think that sometimes speaking is not the best modality for conveying a thing, it’s like, “Hey, just write an email or send me a link to the cool TED Talk that does this better than you were going to say.” So, yeah, I think it’s worth lingering there a little bit. Tell us, how do we validate whether we got something worth saying and what might be some alternatives we should use instead?

Michael J. Gelb
Well, the key is to, then, marry what it is you think you have to say, what is your message, with an audience because, ultimately, the meaning of your communication is a function of the response you get from a given audience. So, who are you speaking to and why are you speaking to them? What is the purpose of your presentation? And I guide people before they give any kind of presentation.

And you’re right, it could be a staff meeting, it could be in an informal presentation, or it could be your big TED Talk, or a paid speech. Whatever it happens to be, I guide people to actually write down their objectives for each presentation in terms of, “What specifically do you want the audience to know? How do you want them to feel? And what do you want them to do as a result of your presentation?”

And the further guidance on the objectives, “know, feel, do” is, of course, to keep it simple, speaker. That’s my evolved version of KISS, the KISS principle, “Keep it simple, speaker.” So, simplify your message. Einstein said, “Things should be made as simple as possible, not simpler.” I call it optimal simplicity. Write down what do you want the audience to know, what do you want them to be able to remember.

So, for example, if this were a presentation on public speaking, one thing I want everybody on my presentation on public speaking to understand is, before your presentation, think about what you want the audience to know. Write it down. The second one is tricky. It’s how do you want them to feel. And this one is often lost in business presentations because we think it’s just about the facts or the ideas or the data, but people buy on emotion and they justify with fact.

So, it’s important to tune into the human quality in the interaction. It’s not just an exchange of data. If it was, you could just read it. It’s why we like live presentation with real human beings. It’s why people still, thank God, pay professional speakers to travel around the world and go give live speeches. You can watch what I say on video but people like it better when it’s spontaneous, real interaction, because of the emotional element. So, how do you want them to feel? And then, obviously, what do you want them to do?

Maybe it’s a sales presentation so you want them to buy something, for example. In a lot of staff meetings, maybe it’s just you want people to leave you alone, but you need to know specifically what’s your objective because when you know your message, when you know what you’re talking about, when you’ve done your homework, when you’ve done the preparation, you know who the audience is, you know what you want to tell them, you know why you want to tell it to them, how you want them to feel, what you want them to do as a result of the presentation, that organizes everything such that, well, one of my favorite sayings, “Everybody gets butterflies in the stomach before presenting,” but that’s how you get the butterflies to fly in formation.

Pete Mockaitis
Okay. So, what do I want the audience to know, what do I want them to feel, and what do I want them to do. Can you give us an example of clear articulations of that? Because I think we can maybe be shallow, it’s like, “Oh, I want them to know my product is awesome, I want them to feel kind of excited about it, and I want them to buy it.” Is that detailed enough?

Michael J. Gelb
No. No.

Pete Mockaitis
Let’s hear it.

Michael J. Gelb
But you did a great imitation of a sort of generic, “Ooh, my product is awesome.” It would be good to have that degree of enthusiasm because one of the other huge points is people are always reading your energy, they’re reading your body language, they’re looking to see if there’s any discrepancy between what you’re saying, and your voice tonality, your facial expression, the way you look at them, your gestures. I call it body message synchrony, which is why it’s a really good idea to actually be aligned with and believe in whatever it is you are doing because it’s much easier to have that alignment happen naturally.

Pete Mockaitis
But to the point about synchrony, I think this evaluation that we’re doing, I agree that we’re doing it. I think, in my experience, I think we’re often doing it unconsciously or subconsciously and not so much, like, ticking the boxes with a close conscientious evaluation but rather you just get a vibe, like, “Eh, I’m kind of bored,” or, “Eh, there’s something a little off about this guy, and I don’t really care to dig in. And I don’t know if I trust him. I don’t think he would just straight up lie to me but something feels off here, and I’m just maybe going to tune out.”

Michael J. Gelb
Yes. Well, you’re exactly right. Most people just experience this without being aware of what it is specifically that is the discrepancy. Whereas, I can usually watch somebody and see what the discrepancy is. There’s an old Chinese saying, “Beware of the man whose belly does not move when he laughs.”

Pete Mockaitis
That is a creepy vibe, I will admit.

Michael J. Gelb
Yes, I’m good at that. But coming back to what you said earlier, so it’s not just good enough to say, “Well, gee, I want to tell them my product is awesome.” You probably want to think about what is your unique selling point, what is the specific advantage. Most importantly, what is the need that your product is going to meet that the audience actually has? And then, how can you help them feel that, oh, you’re here to help them?

I’m a big advocate of helping other people, that that’s how to have a successful happy life, that’s how to be a great presenter is, I’m genuinely interested. I want to help people. I’ve always made my living with that principle. There are plenty of people who find ways to make a living by doing other things, by focusing on pandering to people’s addictions and their fears and their anxieties. But if there’s an underlying ethical underpinning to how I teach presentation, it’s present something that will make the world a better place.

Pete Mockaitis
Okay. So, we were in the example of selling something for what the knowing, feeling, and doing. It sounds like in a shallow version versus a bit more detailed. Can you give us another common case situation and what a robust articulation of what I want my audience to know, feel, and do sounds like?

Michael J. Gelb
Well, I’m working on a presentation right now, so rather than just telling you about something from the past. I’m working on a presentation for next week, and it’s a five-day seminar. And I am actually going through the whole week each day what I want the audience to know, feel, and do. And then I’m attempting to simplify the whole thing, and this is another point, a takeaway for people, which is I’m going to tell them, right up front on Monday morning at 9:00 o’clock, what it is they’re going to get through the course of the whole five days.

And I’ve been working on a way to codify it in a simple as possible and as memorable as possible a fashion, and I’m going to actually have them do a physical movement that represents each of the five essential things I want them to get in the course of the week. I’m going to introduce that right at the beginning of the week. I’m going to be reinforcing those five points throughout the course of the week. And guess what the last thing we’re going to do is? We’re going to review it again.

So, I’m confident that people will actually, not only understand what I teach them, and this is another critical point for presenting, because it’s easy for people to understand what you’re saying but will they remember it? And if you really want to be a great presenter, you not only get through to people, and they go, “Oh, yeah. Oh, wow, that’s cool. Oh, I didn’t see it that way,” but they also remember it, ideally, for many years to come.

Pete Mockaitis
Yeah. Well, that sounds swell. So, then, in your specific instance here with the five-day situation, could you give us your articulation of the knowing, feeling, and doing?

Michael J. Gelb
Well, it might take a little while because I have to explain to you, I’m teaching something that’s a little bit off the beaten path of everyday business discourse, and it may not immediately directly relate. This is a Tai Chi Qi Gong seminar.

Pete Mockaitis
We got a Tai Chi seminar, and what do I want them to know, what do I want them to feel, what do I want them to do?

Michael J. Gelb
Well, so I’m teaching something called the five animal frolics.

Pete Mockaitis
All right. It sounds like a good time.

Michael J. Gelb
It’s really cool. I’m going to start by asking people, “Do you like animals?” And they’re all going to say, “Yes.” I say, “Do you like to frolic?” And they’ll say, “Yes, we do.” And I say, “Well, you’ve come to the right place.” And actually, the truth is, because it’s not just a talk, it’s a seminar, there’s a very important element, which is that I’ve learned over years of practical experience, which is it’s always important to connect with the audience first before you try to influence them or get into what you want them to know, feel, and do.

What you want them to feel is comfortable and happy and filled with anticipation and excitement, and you want them to know that they came to the right place by paying money to sign up for your seminar or your presentation, whatever it happens to be. So, I came up with, I was just working on this today when I went for my walk, “What’s the perfect way to get people to feel comfortable, to open up and start to get to know each other, that fits in with the theme of the course? It’s the five animal frolics.”

So, the five animals are the bear, the crane, like the heron, the deer, the monkey, and the tiger. So, I’m going to put the five animals, and I’ve created fabulous graphics for this and images of all of them, and I have poetry associated with each one of them, and music, not to mention the actual movements from the ancient Chinese lineage.

But what I’m going to do is just put the five animals on the board and I’m going to say, “Rank choice voting, describe yourself in terms of these five animals which is most like you, which is second most like you, third, fourth. And then we’re going to talk to everybody and tell everybody, first, one-to-one, and then small groups, and then altogether, who you are in terms of your five-animal ranking of yourself.

So, it’s a disarming, fun, playful way that will engage people with the content of the course. Because what I want them to know at the end of the course is what are the energetic qualities of these five animals and how can you access them.

Pete Mockaitis
Okay. That’s what we want them to know. And what do we want them to feel?

Michael J. Gelb
Well, what I want them to feel, I actually want them to feel the quality of the bear, and to feel the quality of the crane, and to feel the quality of the deer, the monkey, and the tiger.

Pete Mockaitis
All right. Well, this sounds like a fun time. I kind of want to be there.

Michael J. Gelb
Oh, it’s going to be awesome.

Pete Mockaitis
And I guess what they’ll do is just the actual bodily motions that you’re describing.

Michael J. Gelb
What I want them to do though is actually practice it. I’m not trying to sell them something. I’m not trying to do this so that they’ll buy something from me or hire me. I just want to give them the best possible experience, but part of what will be the measure of that is people will actually practice the five animals. And a lot of these people are advanced Tai Chi practitioners, so I have another thought in mind for them in terms of what I want them to do, which is to see how the animals play into their Tai Chi form and how it can empower the practice of their Tai Chi form.

Pete Mockaitis
Okay. Beautiful. All right. So, there we go, knowing, feeling, doing in that context. There we go. Well, so there’s so much good stuff in the book. I’m curious to hear a bit about the mind maps helping us communicate better. I am not much of a mind mapper myself, so, please enlighten me.

Michael J. Gelb
Well, it’s just a whole brain way to generate your ideas for any presentation. And, most importantly, for many people, it helps you remember what you’re going to say. So, it’s one thing to creatively generate it using keywords and images. That’s the essence of a mind map, is you’re expressing your ideas in images and keywords, and you’re generating the ideas first before you organize them. So, initially, it’s kind of messy because most people slow themselves down and limit their creativity because they try to organize their ideas before they generate them.

So, somebody sitting down to give a presentation will say, “Oh, what should I do, say, first?” That’s not the way to start. Don’t worry about what to do first. Just what might you say? Who’s there? What do you know about this? What’s the topic? What stories do you have? So, just put it all out in a non-linear fashion to start with. Then the coolest thing happens when you do it first in this creative free-flowing non-linear way. You step back and then you say, “What would be a good order to present this in?” And it just becomes apparent. It organizes itself.

Then you redo your mind map so it’s in clockwise rotation, and then you make an image and a keyword to go with each branch of the map. And images and keywords are way easier to remember than outlines or paragraphs or sentences.

Pete Mockaitis
Okay. Well, it’s funny, as I was imagining, “Hey, I want to say a bunch of stuff.” So, one, I have poor handwriting and drawing skills, and type fast, so I tend to jump, which is lean digital in a lot of ways here. So, when you talked about just putting all the things out there in their natural organization, I was imagining using my shortcuts to move it up a line, down a line, but what you said toward the end is that, “Okay, we got the sequence of things.” But in having a circle rotation with the keyword and image, we have engaged the brain in such a way that it’s easier to remember the sequence of things we’re going to say.

Michael J. Gelb
That is correct.

Pete Mockaitis
Okay. That’s cool. And so, I heard a tip, to rotate your portrait landscape piece of paper, landscape over your mind map.

Michael J. Gelb
Oh, landscape. So, mind map, the classical way to do it, which I still do myself and I recommend to all my students, is landscape not portrait because it’s easier to spread out and go in different directions. Start with an image in the center even if you think you can’t draw because it will engage the imaginative pictorial part of your mind. And then print keywords and other images as they arise, put them on lines. The reason to print them is so you can read your own writing because when you start to really get into this, the images and ideas start to flow, and it’s easy for it to get so messy that you can’t read it

Pete Mockaitis
Okay. Cool. All right. So, we got a real thing to say, we got clarity on what I want the audience to know, feel, and do, we’ve got it nicely mind-mapped, so we’ve got a masterplan, and we’re not going to forget it. So, I’d love to get your perspective in terms of when you’re actually up in there with the audience, what are some of the best ways to really establish a connection so that you’re vibing together real time?

Michael J. Gelb
Yes. Well, it’s to genuinely care about your audience and care about your message. People sense if you’re genuine. So, that’s one really fundamental element. The other is to put in your time to prepare, to rehearse. A lot of people just go out and try to give their presentation for the first time in front of a live audience, so you’re not used to saying the words, you’re not used to telling the stories.

So, you met my wife, Debra, before, and whenever I’m getting ready to do a presentation, I give it to her multiple times. I tell her, “Wait.” We just went for a walk. I actually gave her the five-animal frolics presentation so that I can practice what it’s like to just say this to another person so it’s not happening for the first time.

And if you rehearse, your rehearsal is the time to make lots of mistakes and to anticipate the needs of the audience in terms of potentially awkward questions you might get. Whereas, if the first time you ever get the awkward question is live in front of the audience, it might throw you off. Now, having said that, there’s a lot of suggestions in the book, in Mastering the Art of Public Speaking on how to get your system aligned so that you won’t freak out if something unexpected happens but you have to practice those before you get up there, too.

If you’re not practicing the things that are in the book, and somebody blindsides you or just ask something that’s challenging, or difficult, or that you didn’t expect, or that you just don’t know, we’ve all seen people get embarrassed and have very difficult experiences, which is why public speaking is the number one fear of the American public.

Pete Mockaitis
And so, what is the procedure by which you prep for the unexpected? One thing that I’ve found does loads for my own confidence is just imagining worst-case scenarios and questions from hell that I really don’t want to get, and then just preparing for all those. And then I just feel like I can’t think of anything that was not going to work, so it’s like, “Oh, what if they don’t have…?”

I remember when I did a lot more keynotes, I would have a Mac, and I just love the look of terror in their eyes, like, when they would say, “Do you have the adaptor?” I was like, “Yes, I have the adaptor.”

Michael J. Gelb
I always make them bring their own computer, I say, “You provide the computer, you set it up. I will send you everything way in advance. You get it set up. I’ll come in the night before. I’ll go over the whole thing.”

Pete Mockaitis
Oh, that’s good. That’s good. I found that they have a hard time with my custom fonts, and then they’re like, “I can’t make them go,” or, “I have a different version of PowerPoint or Keynote, and then it didn’t translate.” It’s like they’re not up to it, they’re not up to the task of getting it on their computers successfully.

Michael J. Gelb
Well, speaking of computers and preparation rehearsal, I got to tell you, here’s another very recent real-life story about why it’s so important. So, a couple months ago, I was invited to speak at a conference in Trinidad, sponsored by the biggest company in Trinidad and their business school. And they also invited the co-author of my book The Healing Organization, Professor Raj Sisodia.

So, Raj was supposed to speak and I was supposed to speak on the same day. So, I said to Raj, “Let’s make sure we get there the afternoon before, and just go through our presentations together because I want to make sure that they’ve got it working,” and, as you know, the fonts sometimes come out differently because of their system or what, so you want to go through it, make sure the clicker works, check the light. You check everything well beforehand so you can make changes if you need to.

So, it turns out that they had basically said to Raj, “We want you to speak about The Healing Organization,” that’s the name of our book, and they said to me, “We want you to speak about The Healing Organization.” So, Raj and I had prepared pretty much the same presentation almost with the same slides. So, if we hadn’t met and reviewed this, now the truth is I would’ve been able to improvise. If he went first, and I suddenly saw he had done everything that I was going to do, I can improvise, this is a professional thing, is don’t be dependent on anything. If the audio/visuals fail, if your PowerPoint doesn’t work, you’re ready to rock and roll no matter what.

So, sure enough, we see we have the same slides, we were going to do a lot of the stuff in the same order, so, obviously, I said to Raj, “Let’s change this up. What would you most like to do about this?” So, he said what he wanted to do. I said, “Okay, you go first and do all that in the morning, and then, at the end of the day…” So, we changed places, we had to get the staff to buy into sending out a message explaining that they were changing the order of the speakers at the last moment.

We got them to buy in. And then Raj went first, he gave his presentation, I re-ordered all my slides, I referred back to how he started the day. That’s another thing when you’re presenting with other people. You always make them look good. You always highlight the brilliance of what they said. You share it again because we have a much happier, more beautiful world, plus Raj happens to be an incredibly brilliant guy, so it was easy for me to do that.

And then the audience goes, “Oh, yeah, I remember that this morning.” And so, they’re getting more depth of connection with what he said, and then I’m using that as a launching point for the next point that I want to tell them. And one of the things I wanted them to do is invite us back, which they already have.

Pete Mockaitis
There you go. Success.

Michael J. Gelb
Yeah.

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

Michael J. Gelb
Anything you want to know, it’s about you and the audience. I’m here to share anything you might want to know.

Pete Mockaitis
I guess, tell us, do you have any super tricks for overcoming the fear?

Michael J. Gelb
Yeah, the two most important ones, one is to actually be prepared and know what you’re talking about and know what your objectives are. When you know why you’re doing something and you have stories to tell, almost everybody speaks naturally and freely and openly. They don’t say uhm and ahh and you know if they’re telling a story. So, figure out what your story is, why you’re telling it, that will help tremendously.

The other thing is why do I teach all this Tai Chi and Qi Gong and Alexander technique, because your physical presence and your energy on the stage makes a huge difference to the audience but also to you. So, if you have done a preparatory energy-harmonizing practice, and there are lots of them in the book, the most effective ones that I have learned in 50 years of being a professional speaker, they’re in the book.

So, if you do any, find which ones works best for you. I try to give people options. One of the simplest ones, because you’re nervous, you’re anxious, the adrenaline is starting to flow, just do some exercise, do jumping jacks, just do some shadow boxing, do something that gets your energy moving rather than just sitting there, as people do, waiting for their turn to speak. It’s like waiting to go to the gallows for a lot of people.

So, their body, their energy is stuck. It’s the fear pattern of stress, and, “What happens if this goes wrong?” and all the adrenaline. And then they’re getting cotton mouth, and they feel like they’re having trouble breathing. I’m laughing only because it’s so easy to solve this. Don’t sit there and stew in your own stress hormones. Get up and move. And then I give all kinds of options. The most sophisticated, which comes from the Alexander technique and Tai Chi and Qi Gong.

Pete Mockaitis
And can you give us a tidbit from the Alexander technique?

Michael J. Gelb
Sure. So, Alexander was a professional presenter. He was a Shakespearean actor. And he probably was losing this voice in the middle of presentations, so he came up with a methodology to free himself from this pattern, became famous on the stage, and, ultimately, became even more famous for teaching this method to other actors and singers. It’s still taught today at The Juilliard School and the Royal Academy of Drama, the Royal Academy of Music. It’s like a trade secret of the theatrical profession.

And the simplest practice from the Alexander technique is to, you can do this, you can just stand in front of a mirror, and be as upright as you can be, and smile, and then let go of everything you don’t need to stand there, and stay standing.

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

Michael J. Gelb
One of my favorite quotes is from the young Leonardo da Vinci who said, “I wish to work miracles.”

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

Michael J. Gelb
I tell you, my favorite study related to presenting is a study that was done with inmates at Rahway State Prison, and they asked muggers in the prison to look at videos of people walking down the street, and say who they would mug. And the muggers said that they would mug anybody who looked out of it, who wasn’t paying attention, who looked weak, they would attack.

Interestingly, anybody who looked kind of arrogant, they wanted to attack. People who looked balanced, poised, and present, the muggers said, “I just wouldn’t bother that person. There are too many easier targets.” And the lesson is when you walk on stage, don’t be mug-able.

Pete Mockaitis
Okay. Good lesson. And so, it didn’t have anything to do with them looking rich, like, “Ooh, they got the expensive sneakers, or they…”?

Michael J. Gelb
Well, the thing is if you’re rich and you’re not paying attention…

Pete Mockaitis
Double whammy, okay.

Michael J. Gelb
Right.

Pete Mockaitis
I got you. And a favorite book?

Michael J. Gelb
Favorite book. Well, there are lots of them but my seminal book that inspired me was, Man’s Search for Meaning by Viktor Frankl.

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

Michael J. Gelb
Oh, my favorite tool is the juggling ball.

Pete Mockaitis
Okay. So, do you squeeze it or what do you do with it when you’re just working?

Michael J. Gelb
Well, juggle it, and then I also, see, I juggle them. I have them everywhere. See, I have this one. Can you see what it says on it?

Pete Mockaitis
IBM.

Michael J. Gelb
Because I taught a thousand IBM engineers how to juggle.

Pete Mockaitis
Oh, cool.

Michael J. Gelb
And so, I kept my IBM juggling ball. I have all sorts of corporate juggling balls all over my office. But actually, I juggle them as well as using them as wrist flexibility and strengthening gadgets.

Pete Mockaitis
Okay. And a favorite habit?

Michael J. Gelb
Favorite habit. Well, I suppose this is a habit, is walking. I go for a walk. Walking, obviously, I walked into my office to talk to you, but I made it pretty much, we could call it a ritual, maybe a habit to go for a walk in the beautiful around the ponds and through the trees. I’ve done two so far today. I may do one more, possibly two.

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

Michael J. Gelb
Well, what people quote back to me most often is that it’s really because they’ve read How to Think Like Leonardo da Vinci, which is my most well-known book, is that they quote back to me, and say, “Da Vinci was always my inspiration, and thank you for bringing him to life for me.”

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

Michael J. Gelb
MichaelGelb.com. G-E-L-B, MichaelGelb.com.

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

Michael J. Gelb
The call to action and the final thought is take every opportunity to present. You have to practice. So, think of yourself as a professional presenter. Even if you’re not going to do it for money, eventually, you’re going to keep your job, I think it’s actually the number one thing you can do beyond your technical expertise to strengthen your long-term career prospects and be awesome at your job.

Because if somebody else is technically competent, and you’re technically competent, the person who’s better able to speak to people and get a powerful message across is the one who’s going to be that much more awesome at their job, and have that much greater career prospect.

Pete Mockaitis
All right. Michael, thank you. This has been a treat. I wish you much luck and fun amidst your animal frolicking.

Michael J. Gelb
Thanks so much. My pleasure.