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978: Crafting Your Personal Resilience Plan for Beating Burnout with Marie-Hélène Pelletier

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Marie-Hélène Pelletier argues that resilience isn’t a trait and provides a customizable path to develop yours.

You’ll Learn

  1. Why no one should assume they’re resilient
  2. How to design your Resilience Plan
  3. The tiny actions that build big resilience

About Marie-Hélène

Throughout her career in business management and psychology, Dr. Pelletier has spearheaded the dialogue on the crucial issues of leadership resilience and work performance. Drawing on her extensive background in corporate, insurance, governance and public sectors, she brings an international perspective and unique expertise on leadership. She is a practicing leadership psychologist and executive coach with over 20 years of experience and holds a Ph.D. and an MBA from the University of British Columbia. 

Marie-Hélène is a Member of the Global Clinical Practice Network of the World Health Organization, and past Director on the boards of the Canadian Psychological Association and the International Association of Applied Psychology. She has presented and authored and co-authored a number of industry and academic publications and has won numerous academic and industry awards. In 2024, Dr. Pelletier published her award-winning book, The Resilience Plan: A Strategic Approach to Optimizing Your Work Performance and Mental Health.

Resources Mentioned

Marie-Hélène Pelletier Interview Transcript

Pete Mockaitis
Marie-Hélène, welcome.

Marie-Hélène Pelletier

Pete, thank you. It’s a pleasure to be here.

Pete Mockaitis

Well, I’m so excited to hear about your wisdom. And I’d love it if you could kick us off with any particularly striking, surprising, fascinating, counterintuitive discoveries you’ve made about us humans and our resilience and mental health while putting together your book The Resilience Plan here.

Marie-Hélène Pelletier

You know, something I’ve loved in my studies, in general, and in my work was always interdisciplinary. I always found the creativity of bringing ideas together was great. So, I’m going to say the immense benefits of bringing psychology and strategy together, just amazing.

Pete Mockaitis

Can you give us an example or elaborate on that?

Marie-Hélène Pelletier

I can, absolutely. I came to this because I work a lot with professionals, leaders, business owners, high achievers of any kind, and they came to me, and they would say things like, “MH, I don’t know what my problem is. I’ve dealt with much harder things before. What’s wrong with me?” And if I had only spoken to them as a psychologist on the resilience side of things, they probably would have dismissed it. But because I brought analogies from the strategy side of things, because we took their context into account to better understand the actual reality that they’re in, that’s what changed everything. And when we do this, small shift, big change.

Pete Mockaitis

Okay. Could you give us a story or example there?

Marie-Hélène Pelletier

Yes. When I was writing the book, one of the things that sometimes people do is they do a focus group. So, it’s my first and only book, so I’m learning as I go. I do a focus group. In the group, there’s this woman, senior leader, who proceeds and does her strategic plan with us and the book. And then, shortly after, she sends me an email and says, “Okay, I need this for my entire team of leaders. Can you travel, do this as a workshop?” Yes.

So, I travel. She comes and says, “Hello.” She says, “I’m going to sit at the back because, you know, I’ve done this before.” Great. So, I proceed with the workshop with her team, and at the end she comes back and says, “Okay, I started sitting here thinking I’ve done my plan already, there’s nothing for me to gain in addition. I’m doing this for my team.” And she said, “But I realized I had implemented successfully for the first time all the actions I wanted to implement as it relates to my resilience, and I’m now ready for the next iteration of the plan.”

And so, that’s an example of how, given these particular tools, you can actually get to a plan that you can implement, that makes a difference, and just like in business, can evolve after a period of time. So, we can dive into the details of how do you get there but that’s an example of how practical this can be.

Pete Mockaitis

Maybe let’s return to that notion of people say, “I don’t know what my problem is. I’ve dealt with stuff that’s way harder than this before and yet I’m wiped out. I’m burnt out. I’m tired. I’m exhausted. I’m overwhelmed.” And so, they are puzzled, and then you say when you bring the strategic elements in there, it becomes demystified. Can you elaborate or give us an example of what that might look like?

Marie-Hélène Pelletier

Yes. Well, the analogy that sometimes I would give, and that’s in part what led to writing it in the book, was how, if we were in a business situation and we had a great idea for a new service or a new product, would we just have the great idea and launch? Or, would we have the great idea, and then look at who else is offering this? How much or something like this, how much are they charging for it? Who is willing to pay for it? Which forces might impact the launch? We would do all this, right? We would look at the context around this idea and then design a launch strategy that would be successful.

So, same thing here. Yes, we want to be more resilient, and initially we don’t understand it, but if we, actually, use the same tools we would use in business strategy to understand with more clarity the context, then we can actually create a plan that works. And that’s what changes everything. It’s as if initially we disregard many elements of the context. We are not realistic about the amount of demands we’re facing, the quantity, the importance of the demands we’re facing, that’s one example, and other aspects of the context, which makes any intention not that easy to implement and, frankly, not successful.

Pete Mockaitis

Okay. So, in other words, we don’t want to simply do a one-size-fits-all resilience plan in terms of what you got to do is you got to do your deep breathing, you got to do your exercising, and you got to sleep well, and you’re done! But rather, you’re going to go into the depths of the particular context in order to customize it to be just right.

Marie-Hélène Pelletier

That’s right. And it may include any of the things you just mentioned, or it may include other things. It depends on your current context, as well as other things, like your values, the type of demands you’re facing, the type of supply of energy that you have right now. And so, when we take all this into account, then we can design something that makes sense.

Pete Mockaitis

Okay. Well, so then maybe, as we’re deconstructing myths or misconceptions about resilience, like it’s not one-size-fits-all, any other top things you want to clarify for us in that domain?

Marie-Hélène Pelletier

It’s not a one-size-fits-all, absolutely, which means the plan you designed for yourself, Pete, in this moment in time will be different from mine, and even yours will be different from yours maybe six months from now. So, there’s that. I think even before this, one of the misconceptions we need to clarify is that often people will tend to think that they are resilient as an individual. That’s who they are as a person. They own it. That’s like a personality trait.

And people get to thinking this for logical reason. They’ve gone through very demanding things before successfully. Sometimes people around them have said, “Pete, you are the rock of the team. You’re the rock of the family. You’re so resilient.” And you get to a point where you believe that it’s who you are. And the challenge with this, number one, it is not a personality trait. It’s our ability to go through adversity and come out even stronger, which will fluctuate over time, therefore we can influence it.

So, it’s not a personality trait, and so it is something you want to invest in because there will be more demands coming forward. We can be proactive about this, and I will argue we really want to so that we can prepare for those demands moving forward. So, this notion that it’s who we are, “And, therefore, it will always be there for me. I don’t need to do anything about it, and I will respond in however way I do,” that sort of very, in a way, passive response is not helpful. So that’s one of the key things we need to change.

Pete Mockaitis

Okay. So, if it’s not a personality trait, I mean what is it? What would we liken it to? Is it an asset?

Marie-Hélène Pelletier
A state.

Pete Mockaitis

Oh, it’s a state, like an emotion?

Marie-Hélène Pelletier

Yeah, an experience. So, including, yeah, your emotions, the way you’re thinking, the way you’re responding to the situation. So, it’s all of these. And so, therefore, the more you’ve prepared, invested, planned, the more you can, in some ways, increase that baseline, if you will, such that when additional unexpected larger demands come, many of which we actually want because they’re interesting challenges, things we are happy to solve for, then you’ll be able to bring your best.

Pete Mockaitis

Okay. Well, could you maybe give us an example of a professional who was encountering a state of low resilience repeatedly, and then figured out a plan, did some things, and saw a transformation?

Marie-Hélène Pelletier

It’s something that I can say, you know, I’ve gone through similar situations, you may have as well, but one person I worked with came to me and really felt like their schedule was completely out of control. They were running after the most screaming demands at all times. It just felt like they were not leading this ship. It’s as if they were on a downhill bike and the bike was going faster than what they could control in some ways, and they happened to be working with me at that moment.

And so, what we did, and that’s what I’ve done in the book, I’ve extracted some of the tools we use in business strategy but using them for our resilience. So, first, we looked at this person’s values, what’s most important for them in this moment in life. And that includes both personal and professional. For this person, some of their values, just from memory, included things like health, family, relationship. They valued physical activity. That’s something that had been important for them before, and they had some others.

Then we did this exercise where I get the person to draft on one piece of paper, two columns, their sources of demands and their sources of supply. And for this individual, they realized how they had an immense amount of demand, both from work and personal life, which they initially did not really account for in some ways. So, yes, they knew they were busy at work, for example, but then they realized, as we were looking at their personal life, that they also had a friend who was leaving a key relationship.

One of their parents was dealing with health issues. Of course, people we want to support in our professional lives, and personal in this case, but the reality is that they do represent demands and we want to be realistic about that. Now, this person realized they had not invested much in anything that gives them energy, so the supply list was very short. And we did all the work looking at the equivalent of their SWOT analysis, looking at their context.

And so, for them, it led to creating their strategic plan, which usually I’ll go with three main pillars, and one of them for her was to invest in managing her time better. She realized that she was not good at estimating the amount of time it takes to do things. She tended to underestimate how long anything took, most things, and so for her one of the pillars was “Better managing my time.”

And under this strategic pillar one of her concrete actions, a tactic, if you will, was, and we always focus on tactics that are very simple, for her it was to challenge herself once a week to guess how long something’s going to take, and then actually measure how long it takes her to do that particular task, just to help shift how she was assessing her time. And there were other pillars on her on her strategy, but that’s an example.

Pete Mockaitis

Well, that’s fun. Let’s hear it. So, what are some other pillars there and tactics that go with them?

Marie-Hélène Pelletier

It will depend, of course, on each individual. Sometimes I work with people who will realize that in their values, the value particular relationships that they have, whether it’s family, friendships, people they live with, people in their lives, one way or the other. And I’m thinking of one individual in particular who at times worked from home, and sometimes when he was working from home, if he was not in a meeting, he would open the door of his office, and he had a young child, who at times would come in the office, the door was open.

And he realized how, more often than not, of course he was doing something when the child would come in, so he would say “Oh, wait a second” or would just finish typing whatever he was doing. His next action in his plan, one pillar was relationships, and his action was, “Whenever someone from my family, who I love and value, because now I have even more clarity on that value, whenever an individual comes in, I will actually stand from my desk, stop what I’m doing entirely, mid-word, mid-email, not finishing the thing, turn around, step out of the office, and be with them.”

So, it was just connecting. And you see how one of the things that is so important in this type of work, and just the same way in a business type of strategic plan, you want actions that are implementable, that you can do. And here, in this particular strategic resilience plan, we very much need these actions to be so small that we are highly likely to do them. So, they cannot take an immense amount of time, which no one has, because then you’re building self-efficacy.

You’re building that sense that you can do this, and from there, you can grow it if you want, but we have to start really small. Otherwise, most people’s schedules are full, overflowing even, and therefore no change is going to happen.

Pete Mockaitis

MH, I really love that notion of it’s super small. And I’m reminded of a conversation we had with BJ Fogg about tiny habits and how those really can be quite transformational. And so, we talked about the demands and supplies, so an economist thinks of supply and demand in terms of price versus quantity and what is the price point at which I’m willing to supply so many units of yada, yada. And you’re suggesting the units here, it sounds like, is not so much price, but energy. Is that accurate?

Marie-Hélène Pelletier

That’s right. Yes, I’m using the term because we are used to using these terms in a different context, and it just seems to resonate with people I’ve worked with. So, I’ve used them in different ways before, and it seems to resonate. So, yes, here I’m looking at, “Where is your energy going? That’s your sources of demands. And sources of supply, is what is bringing energy to you?”

Pete Mockaitis

Now, in a way, this can be tricky in terms of distinguishing the finer points here. Like, my precious children, of course, I love them, being with them is delightful. And other times, they’re driving me nuts. They are feeling like a demand. They’re sucking me dry. So how do you think about any acid tests or key indicators or guidelines you use when you’re categorizing stuff?

Marie-Hélène Pelletier

No, go with the flow. Go with what’s easiest because, very much for any of the worksheets that I’ve developed and the ideas in the book, it very much is going with the done is better than perfect, Pete. And, yes, others have said golf also tends to fit on both the demand and the supply. So, yes, I would say keep going.

Put it in both columns if it fits there. For right now, the most important thing is we’re getting this done, and any of the exercises I’ve suggested there can usually be done in 5-10 minutes so that, I sometimes say if you’ve got a flight that makes you cross the continent, you can get out of your flight if you started at the beginning with your plan. So very doable, we’re not getting bogged down by details. I hear you. Some things will fit on both but most things will actually find their way in one, more clearly than the other.

Pete Mockaitis

Yeah. And I think, with some careful reflection, discernment, you can, I think, distinguish some of the nuances. Like, working out or golf could be the same way as like, “Oh, golf is energizing when I’m connecting with really great people. And it’s not energizing when I’m stressing, trying to beat my best score ever,” for instance.

Or I can say that with weightlifting, “It’s energizing when I do a modest number of sets and I’m trying to beat my previous record. And it’s debilitating when I’m just doing tons of volume, and then it feels like more of a demand.” And I love that notion, specifically of the personalization with that example of the working from home, “I’m going to stop what I’m doing. I’m going to attend to the person.”

Because someone else may very well really love the flow states, and that’s more of a supply, like, “Man, when I get into an uninterrupted groove of 90 minutes of just creating something, that’s really a big supply,” and it would maybe, for that individual, be the opposite, “Oh, let me stop mid-word and address somebody.” That could be the opposite of a resilience-boosting approach for them.

Marie-Hélène Pelletier
It could. But you see, I love where you’re going with this, because it does. It’s a great way to demonstrate how it will depend from one person to the other. Because, let’s say, I mean, it could actually, in fact, be in the same person, that you value your wonderful relationships, you want to honor them. If someone comes in, you want to really acknowledge them, and you also value when you’re in the flow of something and you want to maintain that creative path that you’re on.

So maybe what we’re saying is right now there’s a bit of a disconnect, because you do realize you want to keep going but someone interrupts you who you love and you want to honor. Maybe one of the pillars is called boundaries, and in those boundaries, when action will be to be a bit more deliberate about when you need to not be interrupted and make sure the door stays closed, not just for the Zoom meeting or the podcast recording, but also for the moments where you need that uninterrupted time.

So that way, you can still have the other action related to family members that you will interrupt yourself. If the door is open, that means you’re willing to interrupt whatever you’re doing, and you do. But if you’re in the flow, maybe you create the structures to protect that too.

Pete Mockaitis

That’s cool. Well, M.H., maybe, I know, in a way, this is an impossible request, but I’m going for it. Could we perhaps do a 10-minute rapid accelerated, like fast motion demo of, let’s say, you and I were creating a resilience plan, what would be step one? And I’ll give you just like a quick answer example.

Marie-Hélène Pelletier

I love it. Yes.

Pete Mockaitis

And then we’ll charge through.

Marie-Hélène Pelletier

So, you’re willing to, you’re the person, you’re doing this. We’re doing this on you, Pete.

Pete Mockaitis

I am. And I know we won’t get all the way done, but if we could just get a sense for, “Oh, I see what step one is and some of the outputs that might emerge from step one. And I see what step two is and some of the outputs,” you know, we’ll just get a sense.

Marie-Hélène Pelletier

Let’s do it. First, Pete, tell us some of the most important things for you in life. That’s your values. Don’t get bogged down on, “Is this a value or not?” Just tell me what comes to mind.

Pete Mockaitis

Sure. God, integrity, service, growth, optimization, family.

Marie-Hélène Pelletier

Okay. I’m making some notes so that I can help and remember. Okay, keep going. Next, tell us about, if we were to do a supply and demand table right now, we’re not doing a full table, but give us maybe top few, two or three demands you have on the work front these days.

Pete Mockaitis

Sure thing. Well, producing podcasts regularly; working with the production company and getting that squared away nicely; integrating two of those companies to serve people well; and not having anybody abandon us, either employees or customers in the shakeup.

Marie-Hélène Pelletier

Retention?

Pete Mockaitis

Yeah.

Marie-Hélène Pelletier

Okay, give us some things on the personal side, things you’re willing to share with the entire planet?

Pete Mockaitis

Sure thing. Well, I mean, just kids, and they’re young, and their associated needs, just kind whatever we’re working through, like learning, and just making sure they’re healthy and safe and loved, and responding to their needs as they emerge.

Marie-Hélène Pelletier

Fantastic. Okay, let’s jump. If we were doing this fully, we would go in more details, but let’s keep going. On the supply side, what kinds of things on the work front give you energy?

Pete Mockaitis

On the work front? Well, I mean, I’m discovering really cool stuff from guests who say something that blow my mind, like, “Whoa, I’ve never heard that. That’s really interesting.” Maybe discovering new tools or approaches for getting things done and making things happen. Entering new domains, we’re getting some YouTube and some video stuff happening. So, I guess discovery exploration as a general theme, yeah.

Marie-Hélène Pelletier

And give us maybe one on the personal side, sources of supply.

Pete Mockaitis

I’d say exercise.

Marie-Hélène Pelletier

Okay. Let’s go with this one for right now. Now, we’re probably going to skip doing the full SWOT analysis because that would be a bit longer than the 10-minute that we’re trying to reach here, unless you’re willing to give a shot at one thing in each quadrant. How do you feel, Pete?

Pete Mockaitis

In general, like a strength, a weakness, an opportunity, and a threat in the domain of resilience?

Marie-Hélène Pelletier

I’ll guide you. Okay, let’s do it. You look like you’re going to do this. All right. On the individual side, so just looking at you as a person, what is one thing that makes building resilience naturally easy for you?

Pete Mockaitis

Well, I’m reminded of BJ Fogg who told me, “Pete, you are a natural celebrator.” And it’s true.

Marie-Hélène Pelletier

Okay, perfect. Okay, love it. It’s perfect. Now tell us something about you, same thing, you personally, that actually makes resilience building a bit challenging?

Pete Mockaitis

Oh, probably like self-criticism or like the need to perform, like, “Oh, I’m so bad,” you know, if I screw something up.

Marie-Hélène Pelletier

Perfect. Yeah, you’re good. Great example. Okay. External, so in your context, around you, personal or work, something that makes resilience a bit easier for you?

Pete Mockaitis

Just like a general contextual, environmental, external thing that makes it easier?

Marie-Hélène Pelletier

That’s right.

Pete Mockaitis

I would say, well, when family’s happy, that’s easier. Like, if they’re in a playful, “Ah, da-da, let’s do this fun thing!” mood, that’s easier as opposed to like, “Wah!” you know, they’re like bickering and arguing amongst themselves, like, “Oh, come on, man.”

Marie-Hélène Pelletier

Okay, okay, perfect. Great example. And last quadrant, you’re doing this, still on the external side, tell us an example of something that, in your overall context, makes resilience challenging?

Pete Mockaitis

Oh, maybe sleep interruptions, someone crawl into bed, waking me up too early.

Marie-Hélène Pelletier

Okay, good. So now that we have this, we would design a strategic plan, and I often start with, say, three strategic pillars. Now, by strategic pillars, we’re talking about three directions that you would want to invest in. And within each of them, we’re going to find one action or a tactic that potentially you will consider.

So now that you’re looking at the values we’ve talked about, sources of supply and demand, and your overall context, I’m going to ask you first, otherwise I’ll provide ideas, but if something emerged for you, that’s usually a good place to start. Is there something that you’re already thinking, “Yeah, this looks like I could invest a bit more here,” and that may be a good idea?

Pete Mockaitis

Well, I guess I’m thinking about on the work front, it’s like, at times, there are new cool fun interesting things I like to explore and try. And other times, I just sort of forget about that, sort of crank it out, like, “All right, next episode, let’s do that.” Like, “Oh, email process, go.” So, I mean, I have a giant list in OmniFocus of all these potential ideas or initiatives, and it would probably be really swell if I just had a short list I could refer to make sure that there’s usually something fun, cool, interesting, novel to explore and grow into there.

Marie-Hélène Pelletier

Okay. So, pillar number one could be exploration focus, let’s say, and potentially one of your tactics there could be, I mean, one option is what you just described, creating a short list. Sometimes a short list can take a longer amount of time. If we wanted to scale this down even more, you could say pick one, one a month, just pick one.

Pete Mockaitis

Sure.

Marie-Hélène Pelletier

Pick. It’s a good list. You’ve liked all these ideas anyway at some point. If you spend the time to rank and create the shortlist, that may take you too long and you may not do it. So, yeah, it could be either a shortlist or pick one a month and explore, for example. Okay, so we’ve got one pillar. Another pillar, do you have another one that came to mind or you want me to throw in one?

Pete Mockaitis

What you got?

Marie-Hélène Pelletier

Okay. Another one could be to be proactive on the family front. Now this is, I have little information, so I’m not saying you are or are not right now, but family is a value. It’s something that occupies an important part of your life. Potentially, there’s a part, there’s an opportunity to do one more thing even more proactive. Either you’re talking about the sleeping, kids are coming in, or sometimes, you also said it’s a strength when the family is happy, when everyone is in good moods and that kind of thing.

Do we have an opportunity to, I don’t know, once a week do a family check-in? Again, you may already be doing this. Or is this an opportunity to look at, “Who of the kids is now transitioning to an older age where we could look at helping shape their sleep patterns, for example, so something works a bit better?” So, I don’t want to dive too far, it’s personal life and all this. But that could be an example of another pillar that would combine some of the things you’ve observed and how things are going, as well as your values.

Pete Mockaitis

Yeah, that’s good. And what’s funny, what’s coming to mind is I’m just thinking about food.

Marie-Hélène Pelletier

Okay, tell me about this one.

Pete Mockaitis

It’s like young kids get cranky when they don’t eat. And yet they might not eat because they don’t want whatever foods. And so, if I could get laser-focused on, “Okay, what are healthy foods you like to make sure they’re always in supply, that we could cut down on some of the crankiness because they don’t want to eat whatever we got, even though it’s perfectly good, and maybe they need to learn, whatever, in the short term, make sure? Okay, blueberries are the thing,” for example. “Let’s just make sure we always got ample blueberries in the refrigerator.”

Marie-Hélène Pelletier

That’s right. So, you could literally have a pillar called food for kids with actions, like you said, it’s in supply. And maybe number two, you’re prompting the eating because sometimes it’s there, but no one’s touching it or whatever. And then they realize too far, or you realize far further on the road, that it’s impacting how they’re reacting. So, there you go. You can have your three pillars just like that.

Pete Mockaitis

Okay, cool. Well, thank you. That’s fun. So, I know we just spent a lot of time talking about how it’s all custom, and context-specific, and everybody’s different. But now, M.H., I’m going to put you on the spot and tell us, what are some top pillars and tactics that you’ve just noticed seem to come up again and again and again, and be super helpful when people embark upon, knowing they may well not be applicable for all persons?

Marie-Hélène Pelletier

That’s right. Well, I mean, there are areas that we know from research if we, all of us, it’s just the implementation needs to be very personalized. But the reality is that humans, in general, and we know this from body of research, decades of research, we will be more resilient if we are doing more on the exercise front three types of things: cardio, strength training, and meditative type activity. So, that’s one.

We will be more resilient if our nutrition is better, so it connects with the pillar, your food pillar here. And we have solid research, literally showing a difference if we’re having this meal healthier, it will have an impact. It’s not just long term, 20 years from now. It’s having an impact. Our sleep will have an impact on our resilience.

Spending time with people we enjoy spending time with, and then there are additional ones, like time in nature, doing pleasurable activities, things you enjoy doing, which is critical for recovery from work so that we can then bring our best to what we do. Other themes that fairly often will emerge for individuals I work with, there usually is some version of better boundaries, however it gets defined, that’s often there.

Fairly often, there is this element of managing my time differently, connects a bit with boundaries, but sometimes it’s also very time-specific, again with that tendency to underestimate how long something is going to take. Yeah, so some of these are examples.

Pete Mockaitis

That’s lovely. And then perhaps within a couple of these, could you share some top do’s and don’ts, like some things that people might get wrong? For example, with exercise, perhaps folks overdo it and it’s counterproductive. I’ve been there. Or they neglect one side of things, like maybe, “Strength is not my thing. I don’t want to get too big, bulky muscles.” That’s a whole another conversation. But tell us, are there any top do’s or don’ts that you find within these domains?

Marie-Hélène Pelletier

Yes. On the exercise front, more people, if they do anything in this area, they’ll be on the sort of active recovery, and will see meditation as something that is not for them, either because they’re like, “Ah, I’m not that person,” or they’ll say, “I’ve tried it, MH, and I can’t calm my brain down. It’s just not for me.” Well, hello, the reality is that research is crystal clear. It is critical for all of us. It makes a huge difference. So that’s probably one of the next frontiers. If you’re wondering what to do next, that probably would be the one.

Now, here’s the key thing. If you’ve tried it and you’re in that camp saying, “My brain just doesn’t slow down. It’s not for me,” all that, change your success criterion. It’s not about, “Did I calm my brain down and leave these feelings out?” No, success criterion, “Did you press play on the thing? And did you sit down trying to do it, and doing your best to bring your focus back on your breathing?” for example, whatever the guideline was. And that’s it.

If you’ve pressed play, you’ve done it, two minutes, four minutes, whatever the duration is, start small, full points for this, even if your brain was going the whole time. So that’s an example. Meditation would be one. Another area to really consider is the sleep. People will tend to bring their electronics in the bedroom, which then becomes tricky, because if we don’t sleep in the middle of the night, it’s very easy to reach for the electronic, which then is engaging the brain as opposed to giving the brain the message that, “No, no, no, it’s time to sleep.”

So, the “don’t” would be don’t bring the electronics in the bedroom. If your phone is your alarm, buy a small travel alarm, and that will be smaller than your phone probably and will ensure that you actually create the boundary there as well. So, these are some examples. Sometimes people are skipping meals on the nutrition front, so making sure there are easy things. You were talking about kids earlier, but it’s true for us too. Sometimes the day will go so fast, we’ll just reach for what’s easy, and that may not be what’s going to help the brain best sustain for all the next hours. So proactively planning for this, that is another example.

Pete Mockaitis

Okay. And with the research on meditation, you mentioned two minutes, four minutes, does the research suggest that such small doses are actually effective and useful for us?

Marie-Hélène Pelletier

Anything’s better than nothing, but in eventually, yes, longer will have more benefits. But again, here we are about starting small. Even smaller than this. You could start with just committing to doing five deep breaths while you’re washing your hands. We wash our hands many times a day. It does not require more time for you because you’re still doing this. Might as well use the moment to slow the breath down completely, all the air out, and slowly breathe in. It’s there and it’s a start. And what happens when we start in these smaller ways, we build that sense of self-efficacy, that we can influence this and that builds. Once we start building this, we will be able to extend over time.

Pete Mockaitis

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

Marie-Hélène Pelletier

I would say stay curious for the small actions. And I know how everybody, how so busy, so full everyone’s schedule is. If it feels like you can actually step away and create, invest in creating that plan for yourself, fantastic. If it feels like even that is too much for right now, then start with something very, very small.

But the reality is you will need to invest in yourself so you can bring your best to what you do in your personal and your professional life. It will serve as a protective factor from burnout. It will serve as a model for others, whether it’s your kids or people you work with. And so, staying curious about your next action and implementing is key.

Pete Mockaitis

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

Marie-Hélène Pelletier

I’m going to go, and that’s very much the spirit of this book, with, “Done is better than perfect.”

Pete Mockaitis

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

Marie-Hélène Pelletier

Recent research on priming, so the non-conscious ways in which we can support our brain in attaining our goals. And there’s been fascinating research there, I could give you an example, but the short point of this is, if we expose our brain in advance to an image or words that represent our goal, and we know images are actually even more powerful, we’re increasing our chances of reaching this goal. Still need all the conscious planning, the smart goals, the planning for it, the small initially, the whole thing, we need all this, and priming can help. Fascinating research there.

Pete Mockaitis

So, when you say priming, just like, if I want to be in shape, I could get a picture of an underwear model and post that somewhere that I’ll see you regularly, and that in and of itself will increase the odds of me achieving the goal?

Marie-Hélène Pelletier

That’s right. And it could be that, it could be weights, it could be whatever for you represents that goal, yes. And it just needs to be at a place where your eyes see it so you don’t need to think about it, meditate, visualize. These are other processes that are also positive, but priming, it truly is just about your eyes seeing it.

Pete Mockaitis

And is there a particular researcher or journal article we should link to there?

Marie-Hélène Pelletier

There are. Two key researchers would be Latham and Locke. So, if you search Latham and Locke and you look for priming, you’re going to get to their research and then many others.

Pete Mockaitis

Okay. And a favorite book?

Marie-Hélène Pelletier

I’m going to go with Mind Over Mood written by Greenberger and Padesky, over a million copies sold, 20 plus languages translated. It’s a very practical workbook, so it has theories that come from psychology, as well as exercises, always, to implement. And it’s a book that I think everyone should have in their homes, at work. It just provides great tools to deal with normal parts of life, some that are easier to manage, some that may be more challenging, but just research-based, very practical.

Pete Mockaitis

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

Marie-Hélène Pelletier

Well, I want to say, I’m going to say, actually, doing a strategic resilience plan, because I’ve used it. I’ve used it in various phases of various demands I’ve gone through personally. I’ve seen others, obviously, but I’m using this tool.

Pete Mockaitis

All right. And a favorite habit?

Marie-Hélène Pelletier

Walk outside.

Pete Mockaitis

Okay. And is there a particular nugget you share that really seems to connect and resonate with folks; you hear them quote it back to you often?

Marie-Hélène Pelletier

“Anything’s better than nothing.”

Pete Mockaitis

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

Marie-Hélène Pelletier

TheResiliencePlan.com will get you to everything I do. Always happy to connect on LinkedIn as well, and love to see what others are thinking and doing and all that. So that’s another great way.

Pete Mockaitis

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

Marie-Hélène Pelletier

Step back and be strategic about your resilience the same way you’re strategic in what you do at work.

Pete Mockaitis

All right. MH, this has been fun. I wish you much resilience and adventure.

Marie-Hélène Pelletier

Thank you. Love that, resilience and adventure. And same to you, Pete, and to your audience.

960: Surfacing Hidden Wisdom for Huge Breakthroughs: A Masterclass in Asking with Jeff Wetzler

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Jeff Wetzler shows you how to uncover startling wisdom from the people around you through better asking.

You’ll Learn:

  1. The mysteries of the unspoken–and how to tackle them
  2. The five-step ask approach
  3. The trick to posing quality questions

About Jeff

Jeff Wetzler is co-CEO of Transcend, a nationally recognized innovation organization, and an expert in learning and human potential with more than 25 years’ experience. Wetzler combines unique leadership experiences in business and education, as a management consultant to the world’s top corporations, a learning facilitator for leaders around the world, and as Chief Learning Officer at Teach For America. Jeff earned a doctorate in adult learning and leadership from Columbia University and a bachelor’s in psychology from Brown University. Based in New York, he is a member of the Aspen Global Leadership Network and is an Edmund Hillary Fellow. 

Resources Mentioned

Thank You, Sponsors!

Jeff Wetzler Interview Transcript

Pete Mockaitis
Jeff, welcome.

Jeff Wetzler
Great to be with you, Pete.

Pete Mockaitis
Well, I’d love it if you could open us up with a riveting tale of someone who saw some cool breakthroughs when they upped their asking game.

Jeff Wetzler
Well, I can start with my own self, if that’s good enough, and I think this can be super simple. I’ll share a story with you early in my career when I was just learning some of these methods, where one of the questions that I was encouraged to ask was simply the question to somebody, “What’s your reaction to what I just said?”

And it’s a funny question because so often, I think we can assume that if the other person has a reaction, they’re going to tell us what that reaction is, but that’s often not the case. Often, if someone disagrees or doesn’t land well, they’re not going to tell us, unless they actually believe we want to know. So, I was a new manager. I had a direct report. I had just finished giving him a bunch of input and guidance and direction, and I thought to myself, “You know what? Maybe I should just try this question.”

So, I said, “What’s your reaction to what I just said?” And he said to me, “To be honest, it’s completely deflating. I’m so demotivated by what you just said.” I was floored. I had no idea. I thought I had just helped him out, given him direction, sent him on his way, and little did I know that it had totally landed the wrong way with him. And had I not asked that question, I never would have known.

We were then able to unpack it and realize the problem was I was operating with different information than he was about what our client needed, which was what was leading me to make some of the suggestions that I did. We were then able to talk it all out, get on the same page, and truly we were in a good place. But had I not done that, he would have been a lot less happy, a lot less successful, and we wouldn’t have done as well.

Pete Mockaitis
That’s right. And it’s amazing how much stuff is going on and we just have no idea about.

Jeff Wetzler
And that is basically the premise of the book. That’s the whole premise, is that we are surrounded by people who have all kinds of ideas, thoughts, feelings, perspectives, feedback for us in their heads, and far too often, we don’t get access to it because they don’t tell us. But it is a solvable problem, and that’s what the book is trying to do.

Pete Mockaitis
Well, Jeff, let’s start right there in terms of they’ve got this good stuff, they’re not freely volunteering it. Why has it got to be my responsibility to dig it out of them? Shouldn’t they just speak up and say what’s up?

Jeff Wetzler
Well, what I would say is, it is what it is, and so if they’re telling you, if they are speaking up and volunteering it, cool. But if they’re not, then what are you going to do about it? And so, this is a book that’s trying to empower people to say, “If it’s not coming to you, or if you’re not sure it’s coming to you, you’re not the victim of that. You don’t have to be at the effect of someone else’s choices about what to share or not share. You can do something about it. You can invite it out of them. Not just for your own benefit, but for the benefit of both of you.”

Because when you give somebody the chance to tell you something that they’re thinking and feeling and not saying, that’s a gift to them too. You’re enabling them to be more self-expressed. You’re communicating to them that you value them, and you want to hear what they have to say, and usually it brings you closer.

Pete Mockaitis
Well, Jeff, I’d love it if you could share, if those are skeptical, like, “You know what, I think people around me, they pretty much speak up and tell me what’s on their mind”? Can you disabuse us of that notion? Any startling statistics or studies or stuff?

Jeff Wetzler
I’m happy to share that, yes. I mean, even in doing the research for this book, I came across fascinating research that, in organizations, just to take one study for example, over 85% of people, and this was across many different industries, admitted to remaining silent with their bosses about something that was seriously concerning to them. And three-quarters of those people said that their colleagues were also aware of it, and were not talking about it as well. And so, that’s in the direction of upwards to a boss.

But I’ll just give you another example. There was a fascinating study that was done at Harvard Business School by Nicole Abi-Esber and her colleagues, and they were pretending to go around and do a survey of people, but what they did instead is they put a very, like, blatant smudge on their face. In some cases, it was lipstick, some cases it was chocolate, some cases it was a marker smear, and they just counted up the percentage of the time that people said, “Hey, you got a smudge on your face. You could just wipe that off.” And can you guess what percentage of the time people did or didn’t tell the researchers?

Pete Mockaitis
You know, I’ve lived this experience, Jeff, so I’m guessing it’s pretty tiny. Lay it on us.

Jeff Wetzler
Well, 97% of people said nothing. Absolutely nothing. And yet later, 100% of the people said, “Yeah, I noticed that. It looked a little weird.” But 97% of the people said nothing. And I think to myself, if that’s just a smudge on the face that could be wiped off with one little pat, imagine what they’re not saying about the hole in your business plan, or your strategy, or the way that you’re impacting them, or how you’re demotivating them, things that are much higher stakes. So, it’s really all around us.

I’ll just give you one other study, which I thought was fascinating, which is that between 60% and 80% of people, depending on their background and demographics, have admitted that they actually don’t tell their own doctor something important about their health, because they either don’t want to waste the doctor’s time or be judged by the doctor.

And so, think about that. If this is information about our own health that could literally make us well, life or death, and we are not telling our own doctor because we don’t want to waste their time or be judged, imagine all the things that are so much less personally significant that people are not saying. So, those are a couple examples that help me appreciate how widespread this phenomenon that I call the unspoken is.

Pete Mockaitis
I love that. Thank you. And so, that notion right there, “I don’t want to waste their time, and I don’t want to be judged,” so two drivers. Because I was just going to ask, with the smudge or these scenarios, sort of why? What’s behind that? With the smudge, I’m thinking, “Well, I would like to think I’m in the 3%.” But if I wasn’t, if I didn’t speak up, I imagine it’d be because, it’s almost like, if you’re pretty sure, someone’s pregnant, I’m not going to risk it. Like, “Oh, boy, when is a little bundle of joy due?”

It’s like, “I’m not pregnant, I’m just overweight. Thank you for pointing that out.” Versus like a smudge on their face, it’s like, “Oh yeah, you got a little smudge.” Like, “Actually, that’s a birthmark. Thank you very much. It probably made me look weird.” I guess I fear being judged or some sort of negative reprisal.

Jeff Wetzler
That was the top reason, they did not want to embarrass the other person, because they were then asked, “Well, why didn’t you say something?” And they said, “Oh, I didn’t want to embarrass the other person.” And that is, in the research for this book, I identified what are the top barriers that keep people around us from telling us what they really think, feel, and know. The number one barrier is that they’re worried about the impact.

That can be the impact on us, they don’t want to embarrass us. The impact on them, they don’t want to look stupid, they don’t want to embarrass themselves, or the impact on our relationship. They don’t want to create tension in the relationship. So, that is one of the biggest barriers. But there are other barriers as well. Another barrier is they just don’t know how to say it. They don’t have the words to say it, or, mathematically, it doesn’t work.

And what I mean by that is, I discovered a neuroscience study that human brain thinks at about 900 words per minute, but the mouth can only get out about 125 words per minute. That means that less than 15% of what someone’s actually thinking, they’re telling you, if only because the math doesn’t work to get more out of it as well. So, there doesn’t even have to be any motivation to spare you embarrassment or whatever, they just can’t get it all out.

Pete Mockaitis
That’s right.

Jeff Wetzler
I was going to say, to me, one of the most significant reasons people don’t tell us things is they just don’t know we care. They’re not sure we’re interested. They don’t know that we actually value what they have to say, and so why bother?

Pete Mockaitis
Yeah, they don’t know we care. That’s well said. And so then, I’m curious, before we dig into the best practices for the asker, as we, holders of wisdom, that we are keeping silent to ourselves, any mindset shifts or reframes you might suggest for us so we pipe up more often to the benefit of others?

Jeff Wetzler
So, we don’t actually need to force the other person to do the work of asking us? Is that what you’re saying? From my perspective, I would offer, share it. The number of times that I have coached somebody on my team and they’ve said, “I’m really thinking this person needs to get better at X, Y, Z.” And I say to them, “Well, have you told that person?” And they say, “Do you think I should?” And I say, “Yeah, I really think you should.”

It is very common for me, when I coach people in my organization, they will say, “I’ve got this issue with so-and-so,” or, “I’ve got this idea for how so-and-so could do something differently.” And I’ll say to them, “Have you told that person?” And they’d say, “No, I haven’t. Do you think I should?” And I’d say, “Yeah, I think they would really value it.”

And so, a huge percentage of the time, the things that we’re withholding, we overestimate the degree to which that the other person might be fragile, or might not want to hear it, or might not be interested. So, my blanket advice is, consider if you were in the other person’s shoes, would you want them to tell you that if they were thinking that? And quite often you would want them to be thinking about that.

Now the advice has to be nuanced because there are power dynamics, there are dynamics based on other forms of difference, and sometimes the things that we’re thinking we’re right not to say because it’s going to make it worse. And so, the only other advice I would say is, if you think that actually saying the thing to the other person might actually be toxic or make it worse, talk to a friend first. Try it out. Get a little bit of context. Get a little bit of advice from a thought partner.

Pete Mockaitis
That’s good. All right. Well, before we delve into the depths of asking well, can you share what are the general maybe categories of wisdom or goodies that we’re bound to discover if we get in the practice of asking more often?

Jeff Wetzler
Yes, there are four. The first one is the challenges and struggles that someone else is facing. They are very unlikely to tell us that unless they think we really care and can help them. But imagine if you were a parent and your kid was really struggling with something and not telling you, or if you were a friend and your friend really that you cared about wasn’t doing this, or if you’re a manager.

When I was a leader, my first operating role where I was managing several hundred people in an organization, one of the teams that was under me was going through some major challenges, almost to the point where something like pretty visible and massive and high stakes up was about to blow up. And I had thought I was talking with them and coaching and asking questions all along, but they were just not telling me. And the issue was that they were dealing with challenges and they were coming up against things they didn’t know how to handle. They didn’t feel safe telling me, and so I didn’t find out. So, that’s one thing, we can understand what are the challenges and struggles that someone’s facing.

A second thing is, what do they really think about a topic or an issue or question? Maybe they really disagree with this plan that we’ve got. Maybe they think that there’s a better way forward. Maybe they’ve got some differing opinion. And often we will discover that they haven’t told us, but if we ask in the right ways, we can find out not only what they really think but I think, more importantly, where that comes from, what are the underlying reasons and values and perspectives and life experiences that got them to that view. So, that’s number two.

The third one is their observations and feedback for us. And so, literally, just two days ago, I was having lunch with a colleague, thought we had a great conversation, and I just said at the end of the lunch before we left, I said, “By the way, do you have any observations or feedback for me in my own work with this team, and my own leadership of the team?”

And she said to me, “Well, now that you asked, there is this one person on this team who’s really struggling with you for X, Y, Z reasons. I don’t think it’s your fault, but you need to know you’re having this impact on that person.” Had I not asked that question, I would have walked away from that lunch without any of that insight. Now I can go do something about it.”

And then the fourth thing is their best ideas, their most wild, crazy ideas that could be the thing that is actually the breakthrough for your team, for your relationship, for the innovation that you want to have, but that they often hold back because they might think it’s too crazy to say. So, those are four things that I think, personally, are like a treasure trove of insights and wisdom that’s all around us, waiting to be tapped into if we know how to do it.

Pete Mockaitis
I love that so much. And as you’re sharing this, what comes to mind is when I ask someone, maybe it’s about a product or service feature, quality thing, and I say, “Oh, so is it good at doing this?” And they say, “Well, we haven’t heard any complaints.” That never really sat very well with me. It’s like, “I don’t think you’re telling me much.” And as we have this conversation, like, “Yeah, that means almost nothing.”

Jeff Wetzler
That’s right. Because if people have complaints, and they don’t think you’re interested, they’re not going to be telling you.

Pete Mockaitis
Absolutely. And I’m thinking about some podcasts I’ve listened to that are just like brutally packed with ads, and then I look at their reviews, it’s like, “Yeah, surely there’s going to be a lot of people saying these ads are insane,” and then no one has spoken up. And it’s funny, it’s, like, how odd, and yet I’m not speaking up. I’m not taking the time. It’s like, “Dear, podcaster, allow me to pen this email to you.”

Jeff Wetzler
Exactly.

Pete Mockaitis
“Or raise this review,” and I’m just sort of moving on and doing something else.

Jeff Wetzler
It’s also why if you are leading a team, or in any kind of relationship really, and someone does take the risk to tell you those things, that’s a huge gift because it doesn’t often happen, and that’s something to appreciate and reward, too.

Pete Mockaitis
Absolutely. All right. Well, tell us, if we want to surface more of this wisdom, insight, goodness, you’ve got a five-step ask approach, how do we do that?

Jeff Wetzler
The ask approach is a science research-backed, practice-tested set of methods that when we put them together give us the greatest possible chance of really tapping into the wisdom and insights all around us. So, I’ll just run you through each of the five steps real quickly, and stop me if you want me to go deeper.

But number one is what I call choose curiosity, and this is the root of all asking. If we’re not genuinely curious, whatever questions we put out there are going to come across as inauthentic. But if we are curious, it really sends a message to the other person that creates a desire and motivation for them to share.

And I look at curiosity, not so much as a trait that someone has or doesn’t have, or a state of mind that we’re in, but as a choice that we can make, a decision that is always available to us to be asking ourselves one question when we’re interacting with someone. And that question is simply, “What can I learn from this person?”

If we put that question at the center of our minds, we’re far more likely to enter in a curious space. And I’m talking not about the kind of curiosity that’s like, “I’m curious about the history of Russia,” or “I’m curious about how trees grow.” It’s what I call connective curiosity. It’s curiosity about the thoughts and feelings and experiences of somebody else, and it’s the kind of curiosity that connects us to them. So, that’s number one, choose curiosity.

Pete Mockaitis
Okay. And I’m curious, if we’re not feeling that, but we’d like to, how can we get to conjure more of that up?

Jeff Wetzler
So, in this chapter of the book, I talk about a couple things. One is to become aware of how it is that we construct our view of any situation, which I call our story about the situation, in a way that’s so certain. And the way it typically works is that we will walk into any situation, and there’s, of course, thousands of things that we could pay attention to, what this person said or didn’t say, or what they’re wearing, or the temperature of the room, or any number of things, and we can only select just but a tiny slice of that, otherwise we would go crazy.

The problem is we do this in microseconds and we forget all the things that we’re not selecting, and we just think the thing that we’re selecting is the is the thing, is the totality of the reality, and then we zip up, what in the book, I talk about as our ladder of understanding, all the way to reaching a conclusion, which basically, quite often, reinforces the assumptions that we brought in the situation with in the first place that caused to select what we did, and so, we get stuck in this thing called a certainty loop.

And so, if we want to break out of that, what we need to do is inject some question marks into the story that we’re telling. The first question mark we can inject is, “What information was I paying attention to? And what information might I have been overlooking?” All of a sudden, it’s like, “Huh. Oh, you know what, maybe there was more to it that I wasn’t zeroing in on. Maybe something else was going on. Maybe the other person was up against something that I didn’t realize. Maybe I was contributing in some kind of way.”

And then the next question we can ask ourselves is, “What might be a different story that somebody else could tell, about this information, than I would tell?” Now, sometimes we need to, in fact, enlist other people, find a friend, and say, “Hey, this is how I looked at it. How would you look at this situation?” because curiosity is a team sport. It’s much easier when we can get other people to help provoke that kind of curiosity.

So, we can start to find how we construct that story, and then once we understand how our mind works, we can begin to put question marks in different parts of that story.

Pete Mockaitis
Oh, yes, I think that’s beautiful, because if we just know that we know, and of course, that’s how it is, and we’re certain, then there’s not much at stake within that curiosity, there’s not much motivation or need for it. And yet, I think it’s also fair to say that, boy, we humans are astoundingly overconfident in so many domains, it’s just I’m flabbergasted by it in terms of human nature, that’s one of the most intriguing. I’m sure I’m the same way. I’m not above it.

But when I hear people say things with such conviction and certainty about the future, I was like, “Wow, have you ever been wrong before? Tried to plan that didn’t work? Experienced the emotion of surprise? Well, then I’m surprised that you are so vastly certain that this future will play out precisely as you have said.”

Jeff Wetzler
Exactly. Exactly. And in the chapter, I also talk about things that zap all of our curiosity. I call them curiosity killers, one of which is being emotionally triggered. And so, I know for myself, when I get upset, when I get threatened, when I get stressed out, when I get pissed off at somebody, my curiosity just dies.

And so, I offer some strategies to say, “How might we flip that?” And instead of having our curiosity killed, could we use our emotions as cues to say, “This is the moment when I most need to be curious, when I’m actually feeling furious”? Just like the same way we would put a rubber band on the door to say, “Oh, yeah, this is going to remind me to do the dishes. I’m noticing that I’m feeling really righteous right now, really certain right now. All right, there’s something I’m not seeing. I got to get curious right now.”

Pete Mockaitis
Okay. And so, what’s our next step?

Jeff Wetzler
So, the next step is called make it safe. And this is a recognition that even if I am dying to know what you really think and know, if I’m super curious, if you don’t feel safe to tell me your truth, especially if it’s a hard truth, it doesn’t matter how curious I am. This is building off of the research by Professor Amy Edmondson on psychological safety, and it is really about lowering the barriers that other people feel.

And this is particularly important, by the way, if we’re operating across lines of difference, especially power differences. CEOs are notorious for being insulated from the truth, but that’s really the case for any leader where there’s any hierarchical situation. But other kinds of identity differences as well: race, class, gender, ability, etc. those can all contribute to a less safe situation. And so, making it safe involves a few things. One is choosing how and when we connect, creating connection with the other person.

And so, for the book, I actually interviewed some iconic CEOs and asked them, “How did you get away from being insulated from the truth? How did you get people to actually be honest with you?” And one of the patterns that emerged is they were very intentional about where and when and how they engage with people.

So, Bill George from Medtronic said, “I would never invite someone to my office and make them sit across the big CEO desk from me, and assume they’re going to feel safe to tell me their truth. If I really want to know the truth, we’re going to take a walk. I’m going to sit on the couch. We’re going to sit across from each other on a couch, or I’m going to go to their turf. I’m going to go on a ride along with them on a sales call, etc.” And so, they were really intentional.

And I think the same is true in our own lives. If I want to learn from my teenage daughter what’s really going on for her in school, and I say to her, when she gets home from school, “How was your day? What happened? What did you learn?” I get absolutely nothing. But if I follow her lead about where we should be connecting, we’re going to do it at 11:00 p.m. when she’s done with her homework, done talking with her friends, decompressed from the day, and it all comes out, and she doesn’t want to stop talking. And so, part of that is like the where and how of connecting.

Another part of it is if we want someone to open up with us, we’ve got to open up first, and that opening up could be, “I’m opening up about what I don’ t know and why I’m asking the question so you don’t have to guess at my agenda,” or, “I’m opening up about something that might feel vulnerable to me as well, so that I can show you that we can both do that.”

And then another part is what I call radiating resilience. And this is so important because it’s demonstrating to the other person, “I can handle your truth. If you tell me something, I’m not going to crumble. I’m not so fragile. And also, I’m not going to punish you or hold you responsible for my own reactions.”

Pete Mockaitis
And how does one radiate resilience?

Jeff Wetzler
It could be as simple as saying to somebody something like, “Hey, listen, if I were in your shoes, I might feel really frustrated at this moment, given what happened. What’s going on for you? Is that what you’re feeling?” That’s one way to do it. So, you’re basically normalizing it. And so, if they can then say, “Yeah, I am feeling kind of frustrated,” I’m showing them that that’s not going to bother me if they say that.

I had an investor in my current organization, Transcend, say to me, “Look, I’ve made the investment. I just want you to know, my expectation is that things are not going to go the way that you pitched them to me when I made the investment, because no one can predict the future. If you could predict the future, you’d be rich right now, and you’d be betting on horses and winning the lottery. And so, I’m actually interested in how are things going that are different than what you pitched and expected. And if you tell me everything’s on track, I’m going to be suspicious.” And all of a sudden, she said to me, she can handle any bad news that I might throw her away.

Pete Mockaitis
That’s nice. That’s nice. Or, imagine if people are telling stories of, “I heard this surprising, unpleasant feedback, and it was so usefully transformational for me.”

Jeff Wetzler
Totally, yes.

Pete Mockaitis
It’s like, “Oh, I appreciate this thing.”

Jeff Wetzler
And leaders can do that publicly, too, and they can invite that hard feedback publicly, and they can just acknowledge or reflect on it publicly, too.

Pete Mockaitis
All right. And I guess, also, there’s some body language signals in terms of if there’s scowling or nodding or shaking your head. It’s like, “Oh, it looks like you really hate hearing this. Maybe I’ll stop talking now.”

Jeff Wetzler
Yes. One of the people I interviewed for the book was a clinical psychologist who said that one of the top things that stop adolescents from telling their parents the truth is if their parents flip out and have strong reactions. And so, you shouldn’t necessarily be stone-faced, but monitor your reactions, because whether on the positive or the negative side, if you get really overreactive, it makes the other person feel like then they have to take care of you as opposed to continue to express what they have to say. And the same is true in business settings as well.

Pete Mockaitis
All right. And let’s hear the next step, pose quality questions.

Jeff Wetzler
So, the next step is really, what are the questions that we’re posing? And I distinguish between quality questions and crummy questions, because there’s a lot of questions out there that we ask that are not quality questions. They could be questions that I call sneaky questions, where you’re actually trying to get the other person to the answer that you want to get them to and manipulate them. They could be, like, attack questions like, “What the hell were you thinking?” So, there’s a whole bunch of questions that are not quality questions.

The definition of a quality question is simply a question that helps us learn something important from somebody else. And just the same way that a surgeon has all kinds of very precise scalpels and other tools to get at what they’re trying to get at, questions are the same exact way. We can use different kinds of questions depending on what we’re trying to learn from someone.

So, like what I shared at the very beginning of this conversation, when I said to that coworker of mine, “What are your reactions to what I had to say?” That’s a particular question strategy that I call requesting reactions that we can use to understand what we had to say land with someone and what we’d be missing. But there’s other categories of quality questions, for example, one that I call “invite ideas,” which is simply to say, “Hey, I got a dilemma. How might you think about this? What ideas do you have for how we could do something differently?” That’s another category of quality questions.

And then I would say another category is, this is one actually that I think is so underutilized but so powerful. I call it clear up confusion, which is just simply to say, “Hey, when you talk about expanding into new markets, what do you mean when you say expanding into new markets? When you talk about, ‘We got to get better at X,’ what does X mean to you?”

Because so often we’re using the same words but meaning different things and just pausing and saying, “Hey, what do we each mean by this?” can unlock so much insight.

Pete Mockaitis
Well, thank you, those are great questions. Could you also demo some of the crummy questions that are asked all too often?

Jeff Wetzler
Well, so one category of crummy questions is clumsy questions. And clumsy questions could be, for example, when someone says, “I think we ought to go in this direction, right?” I’m just adding “right.” It’s kind of like, well, it makes it very hard for someone to say “wrong,” or, “Am I right?” or that kind of thing.

Or, sometimes it’s clumsy just to layer three or four questions on top of one another, and then the other person is like, “Well, which one am I supposed to be responding to?” Or if they say yes, you don’t know which one they’re actually responding to. So, sometimes questions can be well-intentioned but just super clumsy as well.

And then there’s questions that are more like leading-the-witness kinds of questions, questions that a lawyer might put on, say, to somebody on a stand, where they’re trying to get them to admit, like, “Don’t you think you could’ve done it a little differently better this way?” Or, even like, “Have you considered seeing a therapist about that?” Where it’s like, “We got an opinion behind that question.” Those are all categories of kind of crummy questions.

Pete Mockaitis
Yeah. Boy, saying “right” after a statement is, ooh, that’s a tricky one. I don’t even know if I’m supposed to say anything at all. That’s how it feels on the receiving end.

Jeff Wetzler
Totally. Totally.

Pete Mockaitis
Like, “Is this just your vocal pause instead of ‘um,’ ‘like,’ ‘you know,’ you’re saying ‘right’”? One time I heard someone say, this is kind of insensitive, but I thought it kind of rang true to me. It’s like when someone says, makes a big statement, followed by “right,” what they’re really saying is, “Can I move on now, or do I have to slow down for you dummies?” “Okay, yeah, that’s how it feels.”

Jeff Wetzler
It can have all kinds of impacts like that. And I think the sad thing is that sometimes it’s also coming from a good place where they’re actually trying to check, “Does that resonate? Do you agree with me? Are we on the same page? Am I making any sense?” But it’s clumsy by just saying right, because it has all those unintended impacts.

Pete Mockaitis
All right. Well, next up, step four, listen and learn.

Jeff Wetzler
So, once we ask the question, it all comes down to how well we listen to what people actually have to say to us, and most of us think that we are far better listeners than we actually are. And there’s a difference between trying to listen and actually hearing what someone’s saying or what they’re not saying.

For the book, I interviewed professional listeners, including world-class journalists. I remember one journalist, Jenny Anderson, saying to me that whenever she can, she will audio record her interviews with the people that she’s reporting on. And then when it’s over, she’ll go back and listen to it two, three, four times. And every time she listens to it, she’s astounded that she hadn’t heard that important thing in the previous time, or in the time that she was live.

And I think to myself, if a professional journalist doesn’t hear it the first time or the second time or even the third time, imagine how the rest of us mere mortals, who are not recording most of our conversations, how much we’re missing as well. And so, listening to learn, part of it is expanding the channels that we’re listening through. Many of us, myself included, tend to focus in on one channel of information, which is the content that someone’s saying, the facts, the data, the claims that they’re making.

But there’s two other really important channels to be listening through. The second one is the emotion. So, what are the feelings that someone is displaying or expressing in the conversation? And the third is action. What actions are they taking in the conversation? Are they repeating themselves? Are they constantly pushing back? Are they just going along with what we have to say? Those are all different examples of actions.

And so, just the same way that we can appreciate in so much greater richness a piece of music by being able to listen for the percussion and the vocals and the harmony and some other instrument, we can train our ears to also listen for content and for emotion and action, and then put them together and ask ourselves, “Are they consonant? Is there tension between those different things?” and really take in a much richer range of information.

One way to do that, and one thing I write about in the book to keep in mind for listening, is that often the first answer that someone gives to our question is not the most important thing they have to say about that question. Psychologists, clinical psychologists, have a term for this that they call the doorknob moment, where they’ve just been through a whole session with somebody of therapy, they’re at minute 49 out of 50, the person is about to get up, starts to put their hand on the doorknob to leave, and that’s when they actually say, “I’m thinking about leaving my wife,” or, “The government is investigating me,” or whatever.

And that would have been the most important thing to talk about during the whole session, but it only comes out at the last minute. And I think the same is true in many of our conversations. People can be thinking to themselves, working up the courage, “Do I have the courage to actually say this?” or, “How are they going to react?” or, even just trying to put the words together. And yet, if we ask a question, someone gives the answer, we think we know what they really think and we move on in the conversation, or we just react to it, quite often we are not actually getting it.

And so, an important way to overcome that when listening to someone, one thing is just to wait because more might come out. But a second is to just say, “Say more about that. Is there more? Anything else you have to say?” Sometimes in my own work conversations, if I’m brainstorming with someone, or asking them for thoughts or ideas, I’ll say, “Cool. Thank you. And what else?” And sometimes I’ll say, “I’m just going to keep saying to you ‘what else’ until you tell me that’s it, because each time I say what else you come up with an even better idea.”

And then, of course, you have to respect it when you’re done. But those are a couple of ways to really listen for what’s at the essence of what someone has to say.

Pete Mockaitis
All right. Great. And step five, reflect and reconnect?

Jeff Wetzler
Step five is my favorite because I am a nerd and junkie about learning. And step five is all about “How do we take everything we just heard and squeeze the learning out of it, convert conversation into actual insight?” And I talk about a method that I call sift and turn. So, the first part is sifting it, asking ourselves, “Of all the things I just heard, or maybe wrote down in my notes, what’s valuable? And what can I let go of?” because it’s not all equally valuable.

And so, sifting it is, first, just kind of getting down to “What are the nuggets?” And sometimes it’s helpful to sift it with the help of other people because we may bring our own biases or assumptions about what we filter in and filter out. So, we can ask other people who are in the conversation, “What did you think was most important there?” Or, we can show our notes to some friends, etc.

But then once we’ve sifted it and we know what the goal is, then it’s about turning it. And turning it, I talk about three reflective turns. The first reflective turn is to say, “From what I heard, how did that affect or challenge or confirm the story I have about this person and about the situation?” So, I call it story-level reflection. And then we can say, “Now, based on that, what steps can I take in this situation? Maybe I need to course-correct. Maybe I need to apologize. Maybe I need to double down on my direction,” whatever it may be, but really thinking through what are the steps.

And the third turn I call stuff-level reflection, and this is to say, “Is there some insight I had here, or something they said that might help me get new perspective on my own deeper assumptions or values or ways of being, something that’s deeper in the stuff that I have?” And so, we can walk through these three turns, and I think a lot of people think about reflection as some esoteric thing. But this is a very kind of simple and concrete and practical way to take a conversation and really get the most out of it.

But we can’t stop with just the reflection. It’s important to reconnect to the other person. That’s why I call it reflect and reconnect. And the reconnecting is simply to go back to someone, and say, “Here’s what I learned from our conversation, and here’s what I’m going to do about it.” Because oftentimes, people are thinking, “I don’t want to waste my time. Did I waste my time? Are they going to actually do anything with that? Did I waste my breath?”

When we go back and we say, “Here’s what I got from what you said, and here’s what I’m going to do about it,” we not only let someone know we value them, they didn’t waste their time. We also give them the chance to modify what we took away because maybe we took away the wrong lesson. But I think we vastly increase the chances that, in the future, they’re going to want to share more because they know it’s a good use of their time.

Pete Mockaitis
Lovely. Thank you. And I’m curious, if folks are jazzed, they’re going down this route of asking, asking away, and they find, “Huh, I’m not getting much when I ask,” in terms of it’s like, “Fine. Nothing much. Sounds good,” what do you recommend we do? I guess you’ve already pinpointed any number of the potential barriers or gaps that could be explaining things, but if we’re the asker and we find we’re not getting much on the other side, how would you recommend we approach diagnosing and addressing that?

Jeff Wetzler
I would go back to the make-it-safe step first, and I’d be asking myself, “To what extent does the person truly feel safe to share?” And I’d be asking, “Have I really created a connection of trust with that person? And are we doing this at a time and place where they really feel safe?” But then the second thing I talked about was opening up.

Part of opening up can be even being honest and saying, “I would have guessed that there might be more that you had to say on this. You might have more thoughts on this. And I’m wondering, is there anything more that you have to say about this? I’m also wondering, is there anything about how we’re having this conversation or what that I’m doing that might be making it harder for you to share if you do have it as well, and naming that and inquiring?”

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

Jeff Wetzler
I think I would just summarize by saying, this problem of the unspoken is pervasive, it’s painful, but it is not inevitable. We can truly do something about it.

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

Jeff Wetzler
Yes, one of my favorite quotes comes from…do you know Bill Nye the Science Guy?

Pete Mockaitis
Yeah.

Jeff Wetzler
So, Bill Nye says, “Everybody you will ever meet knows something you don’t.” And to me, that really sums up a lot of what this book is about, which is that I want to understand what is that thing that somebody else knows that I don’t. And it’s a reminder to myself, there is something I can learn from everybody.

Pete Mockaitis
All right. And a favorite book?

Jeff Wetzler
There is a mentor of mine named Diana Smith, who just actually, two days ago, released a book called Remaking the Space Between Us. And it talks about a lot of the application of many of the similar ideas to what’s in this book, but applying it to our democracy and our society. And it talks about how we have grown distant from one another, and how we’re complicit in that, and how we can reconnect with one another, Remaking the Space Between Us.

Pete Mockaitis
Okay. And a favorite tool?

Jeff Wetzler
I, actually, about nine months ago, started using, this may sound a little dorky, but I started using a to-do list program called Things. I don’t know if you’ve heard of it or not. But when writing and launching a book, it is amazing how many moving pieces there are, and how many work streams there are, and this tool called Things, literally, helps me get my head around every bit of it, but then I can also only have things show up that I need to do on the day I need to think about it, and the rest of it can be in the background. I don’t even have to think about it. And that has, I think, been a lifesaver for me.

Pete Mockaitis
All right. And a favorite habit?

Jeff Wetzler
One of my favorite habits, you saw my dog make a cameo appearance earlier in this podcast, I spend probably three to five minutes every morning when I get up, my dog is usually up before I am, and she just jumps all over me, and I lie down on the couch and I just let her sort of like stand on top of me as if she is, like, one dominated our relationship, and I just get to pet her and play with her, and it’s a kind of a center of attention for our whole family. And so, I guess that counts as a habit and I enjoy it every morning.

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

Jeff Wetzler
Well, this is one that I learned from Kim Scott, who wrote Radical Candor, but I have found that it resonates and people often repeat it back, which is, “When you’re furious, get curious.” That’s the time when we most need to get curious, and I think the rhyming just helps it stick a little bit more.

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

Jeff Wetzler
www.AskApproach.com is the website. I’m also on LinkedIn, Jeff Wetzler. There’s an Ask Diagnostic on the website, or you can get to it at Assessment.AskApproach.com, and that really helps you understand how well do you learn from people around you, and which parts of the Ask Approach are you strong at, and which ones do you need to get better at. And then we’re on Instagram at Ask Approach.

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

Jeff Wetzler
My call to action would be to approach every single person with the question in your mind, “What can I learn from this person?”

Pete Mockaitis
All right. Thank you. Jeff, this was fun. I wish you much access to hidden wisdom.

Jeff Wetzler
Thank you. I wish the same for you and for all your listeners.

956: How to Delegate Anything with Dave Kerpen

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Dave Kerpen shows how to get over delegation hangups to tackle your top life priorities and prevent burnout.

You’ll Learn:

  1. How to get over yourself and finally begin delegating
  2. How to become a master delegator in 5 steps
  3. A simple rule to prevent embarrassment when delegating and automating

About Dave

Dave Kerpen is a serial entrepreneur, New York Times bestselling author, and global keynote speaker. He is the co-founder and co-CEO of Apprentice, a platform connecting entrepreneurs with top college students, and is the author of several bestselling books, including The Art of People, Likeable Social Media, and Likeable Business.

He is a popular contributor to Inc.com and a LinkedIn Influencer, and has been featured in many media outlets, including the New York Times, the TODAY show, CBS Early Show, BBC, Financial Times, and more. Additionally, Kerpen is the executive chairman of The Nursing Beat and the cofounder and CEO of Remembering Live. He was previously the founder and chairman of Likeable Local, and was the cofounder and CEO of Likeable Media, which was sold to 10Pearls in April 2021.

Resources Mentioned

Dave Kerpen Interview Transcript

Pete Mockaitis
Dave, welcome.

Dave Kerpen
Thank you so much for having me.

Pete Mockaitis
Well, I’m excited to get into your wisdom about delegation. And I’d love it if you could kick us off with maybe one of your most surprising and fascinating discoveries about us humans and delegation.

Dave Kerpen
Well, the most surprising thing is that the secret to delegating is much less about how to do it and much more about getting over yourself up here, getting through your brain, and dealing with the fear and the distrust issues and the perfectionism issues that are likely holding you back.

Pete Mockaitis
All right. Well, succinctly stated right off the get-go, Dave. Thank you. Appreciate it. All right. So, that’s the scoop. So, that’s funny, if people think I’m having trouble delegating, they may very well say, “I need a model. I need some steps. I need an acronym. I need a mnemonic.” And, Dave, you’re saying, “No, what you probably need first is to get over yourself because you’ve got some emotional stuff that’s hindering this whole process.”

Dave Kerpen
Yeah. And, look, my book has the steps and the acronyms and the models, and I love acronyms. I’m all for models, I’m all for systems and tools, but too many people do it to try a system or tool for anything, but certainly, in this case, for delegation, it doesn’t work, and then they say, “Forget it, this doesn’t work.” And the real answer is, “Let’s do the work on ourselves and deal with the issues, the limiting beliefs, the challenge, the fears that are holding us back.”

And then my model might work well but there’s a lot of other models right, or this software might work well but there’s 15 other software that might work well as well. And it’s less about choosing the software and more about getting the mindset right to be able to delegate.

Pete Mockaitis
I hear that. And so, so maybe if folks are so not over themselves, and they don’t even think it’s possible, Dave, can you paint a picture of hope, maybe share some data or a story?

Dave Kerpen
So, first, I’ll paint a picture of a sadder story and then I’ll tell my story, which, hopefully, is a little less sad. Scott came to me, names have all been changed to protect the guilty, but Scott was a long-time real estate entrepreneur, worked for himself, essentially, but built a nice little practice with having a couple people work for him over the years, made a lot, a lot of money, came to me years and years into his career, sort of mentoring me.

He said, “You know, I made a lot of money over the years. My son just turned 21, and I missed his growing up. I missed basketball games. I missed parent-teacher conferences. I missed an awful lot because I was so focused on building my business. And if I could go back, maybe I wouldn’t care so much about building my business because, yeah, it made me lots of money, but I will never get that time back with my son.” And that story struck me.

So, as I was doing the research for my book, I looked at deathbed research, and researched on what deathbed regrets people had. And perhaps this won’t surprise you at all, but, as you might guess, Pete, a very, very small percentage, under 1% of people regret not working enough hours. People almost always, over 50% of people, on the other hand, regret, when they’re asked for deathbed regrets, regret not having more time with friends and family, not having more time to pursue their passions, not having more time to pursue travel and other key hobbies.

We all get the same amount of time and we only get one shot at it in this lifetime. And the reason I wrote this book is that, sure delegation will make you a more productive employee, delegation will make you a more productive leader, delegation will make you a more successful entrepreneur depending on what it is that you do, but I think the stakes are much higher than that. I think delegation is the single biggest key to unlocking success and happiness in life.

And I will share that there’s many, many things that I’m not good at, but one thing that I’ve been fortunate, you know, the sort of happier story is that I pick up my son from the school bus every day, and shut off my phone, and for those three hours after school, I’m helping him with his homework, and we’re playing baseball, we’re having to catch, playing basketball. I’m getting that all-important family time, that all-important parenting time, that’s my priority.

If you’re listening, that might not be your priority, but then you might want to climb Mount Everest, or you might want to work out three hours a day, or you might want to find the love of your life. Delegation is the biggest tool that allows us to have the freedom to pursue our number one, two, and three priorities in life. And so, for me, that’s something I’m proud of, and I wrote this book to help share that with others.

Pete Mockaitis
All right. Beautiful. So, delegation unlocks all kinds of good possibilities for us. The hangup is that we are stuck believing that, “I don’t trust them. They won’t do it as good as I can. Only I am capable of doing this,” any number of these beliefs, mindsets, etc.

So, Dave, help us out, if we are in that place, like, “Okay, Dave, that sounds really awesome. Maybe you’ve managed to find some great people, but I mean, I’ve got a team of knuckleheads or I’ve been burnt before in terms of trying to delegate, and it didn’t go so well. So, what do I do?”

Dave Kerpen
Well, I mentioned before, maybe you try a tool and it doesn’t work, and then you sort of give up. I think a lot of people delegate poorly and choose poorly the person to delegate to. And when we get into my system, an acronym, and I do believe in such things, like I said, the number one and the most important aspect in the beginning is who you choose. And they choose the wrong person, they choose the person that’s there, the most convenient, cheapest, lots of reasons, but they choose the wrong person. And then, of course, it’s going to fail if you choose the wrong person.

But you got to keep trying until you get it right because the solution can’t be that you do everything. You’ll burn out. You’ll be miserable. You won’t have all that time. So, let’s attack one of those myths that you shared, Pete, “You’re the best person for the job.” Let’s really think about this. If we think about this rationally for a minute, there’s 7 billion people. I said I’m good at delegating. I’m pretty good at marketing, there are so many things I’m not good at.

And for me to think that I am the best person for any given task, virtually anything, let’s say anything actually, because honestly, there’s lots and lots of people that are way better at any possible thing that I could do. It’s frankly narcissistic and somewhat ridiculous of me to really try to convince myself that I am the best person for the job. I am very, very rarely the best person for the job. I might be the only person that knows precisely what’s in my head for how to do something, but I might also be wrong about the best way to do something. In fact, I’m probably wrong about the best way to do something.

Chances are there’s people out there that could get to the finish line much, much better than I can. So, if that’s, in fact, true, then the next challenge that I have is, “Okay, how can I choose the right person and then explain what that finish line looks like in a really clear, concise way that allows that person to be mutually aligned with me on precisely what the outcome looks like?” And then the trust issue comes up, “How can I…?”

This is hard, I get how hard this is, you know, I’ve been there, I’ve managed a lot, I’ve coached a lot of people here that have a tough time trusting others, but there has to be some level of trust that somebody else is going to get, it’s going to make their way to the finish line, and they’re probably not going to do it the same way I would. In fact, it’s very rare that they would do it the same way I would, but they might do it differently, and they might do it better than I would. And if they can get to the finish line, if they can get even to 80% of the finish line the way I would have done it, but allow me the time to do other things and not worry about it, well, then I have won.

Pete Mockaitis
Inspiring, yes. I like the winning and that’s cool. Let’s stay with the myths for a little bit longer. I’m with you. Okay, fair enough, Dave, 7 billion people alive on this Earth. Maybe I am. Maybe I am one in a million. Well, there’s 7,000 people that are as good or better than I am at that thing. So, okay, fair enough.

But in terms of realistically speaking, can I find that person? Will they be available? Can I afford them? In terms of the practical realities, are we thinking that, in fact, it is still the case that I could find someone who will do a thing better than me, even if I’m awesome at that thing, given these real-world constraints?

Dave Kerpen
Well, let me answer that in two ways. First is maybe they won’t do it better than you, but this is where most of us, to one extent or another, are perfectionists, so we have an idea about what we want something to be, and perhaps better than us is not necessary, and perhaps the same as us is not necessary. That’s where I got to that 80-85%. If they can get to 80-85% of what we would want, but relieve us of all the stress and the work and the agita of getting there, then I see that as a good outcome.

The other thing I want to address is this issue of, “How do I find this person, this mythological person? I can’t afford it. I don’t have the resources. I don’t have the money, etc.” That may be the case, but more often than not, when people come to me with this, and I challenge them on it, we get to the heart of it, and it seems like they’re making excuses because they’re afraid or distrustful or maybe truly ignorant.

In this day and age, when I can personally go on Fiverr and hire somebody for $5 to design a flyer for me, or if I’m really looking for high level…so, that’s on the one end, on the basic task, right? And then on the higher end, folks come to me, and say, “Well, I can’t find a CMO. I can’t afford a CMO.”

And to them I say, “Maybe you can’t afford it, maybe you don’t have the cash, but then maybe if you’re an entrepreneur, you can share equity and find a partner here. Find a partner. Much better to have a smaller piece of a bigger pie and find a partner, or a partner or two or three.” I think there are always creative solutions to find folks to delegate. You could be listening to the show, Pete, and you could be an entry-level employee.

If you have a set of tasks, and you’re responsible for getting those tasks done, and you think of a more creative way to get them done than you doing it, like, for instance, hiring somebody on Upwork and Fiverr for X dollars, and you vet the process and manage the process, and you pitch your boss on the business case for getting the job done that way versus you doing data entry, or whatever that tedious work is all day long, I can’t predict what the boss will say.

But I know that if somebody came to me and gave me a good business case for managing something differently and better than I had thought of in the first place, I’d say, “Great, go for it.” So, a lot of the time, it’s a matter of creatively thinking through better ways to divvy up the work than maybe we’re thinking. Maybe we’re too stuck in the box of having to get the work done ourselves.

Pete Mockaitis
Okay. So, we’ve busted one myth. Could you bust another or help us with a general thinking, doing approach for getting over ourselves?

Dave Kerpen
So, Pete, I think the number one thing that holds us back, and the reason Get Over Yourself is really as high as the dual meaning of get over yourself to delegate work, but also get over the mindset issues that get in your way is fear. I think that a lot of us, at all ages and all levels of seniority at companies, have fear of failure, have fear of not getting things right, have fear that other folks won’t get the job done as well as we would, have fear that, maybe if we’re off with our kids or golfing or doing something else, that we’re not doing our job right, even if the work gets done.

There are all these fears that we have, and, ultimately fear, of course, is false evidence appearing real. Fear holds us back. All fear holds us back. And so, in my model, in my vision, in my dream, and in my scenario, and what I try to do, is feel the fear because I’m afraid. I’m afraid of screwing up on your podcast right now. I’m afraid about being valuable for your listeners. I’m afraid of not delivering. But I understand that fear, and then I proceed and act anyway. That’s literally the definition of courage.

And so, instead of, like, trying to push the fear away, when we embrace it and tackle it head on, and say, “It’s okay to be afraid that this person is going to screw up. It’s okay to be afraid that we’re going to lose our jobs. It’s okay to be afraid that we’re going to lose our clients.” And, in the face of that fear, I’m going to take an action and figure out how to best delegate this work so that I don’t lose my mind, so that I don’t burn out, so that I get this job done in a better way than maybe I would have otherwise. And that’s the courage that it takes to get over ourselves in that manner.

Pete Mockaitis
All right. I dig it. Thank you. So, yeah, let’s talk about the model in terms of how, in fact, do we determine what we ought to delegate, and then do so effectively?

Dave Kerpen
So, we’ve got two acronyms. You mentioned the acronyms earlier, and while I said that acronyms are great, I said, “We got to deal with the mindset issues first.” So, we’ve dealt with the mindset issues. We’re through it. We’re having the courage to act. And now what do we actually do and what do we actually delegate?

And so, the model is there’s three things that we should be doing as leaders, managers, individuals with jobs. Those three things have to do with the overall vision and strategy of the goals here. If we’re in a position to hire people, making sure that we have the right people in the right seats, the hiring process, and the resources issue.

Now, resource is a tricky one. If you’re the CEO, yeah, it’s your job to make sure there’s money in the bank. If you manage an apartment, it’s your job to manage up and make sure to your boss that you have the headcount and the resources to get the job done. And if you are managing projects but not people, it is absolutely your job to make sure that you, personally, have the bandwidth and resources, and that, again, you manage up your boss, to say, “This is what I will need to get the job done.” And if that includes an extra $100 to manage a Fiverr project, well, then you’ve got to advocate for that.

So, those three things, strategy and vision, hiring the right people in the right seats, and access to resources and capital to get the job done. After those three things, my belief is that you can delegate nearly all, if not all of the rest. And so, the SHARE model is strategy, hiring, access to capital, and then remind ourselves that, if there’s anything else, we can, E, empower somebody else to do the job.

Pete Mockaitis
All right.

Dave Kerpen
Then we move into the 5Cs model of delegation. The first, and probably most important C, is choosing the right person or resource to delegate to. Again, we may think, listening right now, because I’ve done a bunch of podcasts that I already know, and I’ve done a lot of coaching of people, and I’ve heard all of the complaints, all the excuses already, “I don’t have the resources. I don’t have the money. I don’t have the budget.”

So, let me share that when we’re thinking about choosing the right person, it is not just a full-time employee that you could delegate this work to. It could be an intern, it could be an apprentice, it could be a contractor on Upwork or Fiverr, it could be a virtual assistant, it could be a vendor, a consultant, there are a partner, there are numerous types of folks that you could delegate the work to.

And the biggest mistake folks do is jumping immediately to hiring the wrong person, maybe just the person that’s the closest in proximity, the person that works down the hall from them, the person that is their peer, the person that, “Oh, my goodness, my first company was in the social media space.” Do you know how many people hired their 21-year-old niece or nephew to run social media for their company because they happened to be the 21-year-old?

Pete Mockaitis
“You use Instagram.”

Dave Kerpen
“You’ve been on it. You’ve been on TikTok. You have a TikTok account, don’t you? Make some videos for me.” So, this first big mistake is choosing the wrong person. And if there’s anything that should be the bottleneck – nothing really should be a bottleneck – but if there’s anything that it’s worth taking the most time on, it’s that first piece of choosing the person to delegate to.

The next C is communicating clearly what the intended outcome is. And, note, what I’m talking about is not every step. There are some folks out there that, whether I say it or not, they’re going to micromanage, they’re going to do the standard operating procedures, they’re going to do detailed instructions on precisely how to get to the finish line.

And if that’s really important to you, I’m not here to say you can’t do that, but in my experience when hiring people, folks like autonomy. They like to be able to get to the finish line in their own way, zigzag a little bit, learn a little bit, have some freedom. People aren’t robots. They don’t want to just, like, input in, output out. They don’t want to be robots.

Exception might be GPT and actually delegating to robots. We can get to that in a little while. But when we’re managing people, what I would say is, the key thing here with this C is to communicate clearly the intended outcome, what does success really look like, paint that picture, and then, ideally, empower them to get there the way that they see fit.

The next C is coaching them to success. Way too many people see themselves as managers. Nobody likes managers. Managers are bosses. Managers are in your face. Managers are not there to support you. They’re there to boss you around. Coaches, on the other hand, which is I strongly urge you all to use the word coach instead of manager. Coaches, anyone that’s played sports as a kid has had the experience of having a coach, hopefully, a good coach, somebody that cheers them on, teaches them along the way, supports them when they have challenges. So, by all means, coach your person on to success.

The fourth C is check in on the regular. I personally like weekly 15-minute check-ins, just where I’m there to say, “Any challenges? How can I help you reach your goals, etc.?” And then the final C, which is often also forgotten, is congratulate them. When you get to the finish line, please, by all means, like, celebrate success. Celebrate success together and then, of course, move on to the next project. So, that’s, in a nutshell, the SHARE model for what to delegate, and the 5Cs model for how to delegate when possible.

Pete Mockaitis
Oh, I like that a lot. And, Dave, I’d love it if you could make this come alive for me with an example that I’ve heard is quite tricky. I was chatting with someone who is just excellent at sales, in terms of when he’s having those conversations with a prospect, they are just listening wonderfully, asking great questions, building rapport, being super honest and creative, like, “Hey, these are the solutions we got. This might work for you. This probably won’t. This is what I would try instead, such that it generates referrals and business and great close rates, all sorts of lovely things.”

And yet, the challenge is there’s a whole lot of other responsibilities in the universe of making sales happen beyond talking to a prospect in terms of managing the lists, and the outbounds, and the marketing, and the vetting of the potential prospect, etc. And so, we’ve had some conversations, like, “Boy, it should be great if there’s a way that we could delegate all of that, such that you just had appointment after appointment after appointment, and doing what you’re amazing at, and doing less of what sort of sucks your energy, and is not perhaps the highest and best use of your time. That’d be really cool.”

And he said, “Yes, that would be really cool, but in practice I’ve never actually seen a master salesperson do that effectively because people come in, prospects come in, you want to be quick and responsive to them, like, all the time, before the demo or the meeting, and then have the follow-ups, but the follow-ups are best coming from you and not someone else, because they’re like, ‘Wait, who’s this other person? Am I going to talk to this person? I want to talk to the main salesperson, and not the secondary assistant to the salesperson.’”

And so, these are the sorts of hang-ups that have made this tricky. So, Dave, I’m just going to lay that on you, and say, here’s the trickiest delegation question I’ve bumped into, how do we crack it?

Dave Kerpen
Well, Pete, it’s as if we planned this, and God is my witness, we did not. But the story that I will share is actually precisely the same role, and I didn’t write about this in the book, but perhaps I should have. A very impressive young man, Sam, who was a salesperson for me, who, very similar to what you said, was an excellent salesperson, not so excellent, as frankly probably many salespeople are, not so excellent at the pre-work, the post-work, the putting it into the CRM, all of that administrative stuff.

And he said to me, “Dave, can I have a budget for an assistant?” And I said, “No. So, here’s what I’m going to do. You take the chats. You prove the business model. You hire the assistant out of your commissions. And if it works, I’ll make the budget for you.” I wanted him invested in making it work. And, lo and behold, he took money out of his own commission check to fund an assistant to do all of that, to delegate all of that stuff to. And this is a rare case because in corporate America, you’re not funding a headcount out of your own pocket, right? That’s pretty insane.

But in this small business entrepreneurial environment, he pitched me. I said, “Here’s the deal. You want to do this? Go ahead.” And guess what? It worked, and I created the budget for sales support, for admin support because he was able to prove that there was a business value in delegating all that other stuff, that frankly was not the best use of his time, to somebody else. So, it’s absolutely doable. It is doable.

Pete Mockaitis
Okay, so it is doable, and that’s encouraging. Could you share with us a little bit of the particulars, some of the nitty-gritty for how this vexing delegation problem can actually be cracked in the nuts and bolts?

Dave Kerpen
I mean, he chose, he interviewed a bunch of people. We’ll walk you through with the five C’s model. So, he interviewed a bunch of people. He knew what he was looking for. And for him, while the tasks were important, the fit, the cultural fit, the somebody that he could reach out to and really bounce things off of was probably even more important. So, I’m not him, but as I understand, he interviewed maybe seven or eight people, hired somebody.

Hired AJ. Gave AJ very clear directions over the types of prospects that he wanted him to reach out to. AJ did the prospecting. AJ did the outreach. There were some missteps along the way. People are going to make mistakes, that’s okay, as long as you coach them. So, Sam coached him, “You know, actually, I’d like more prospects like this,” and he did just that.

He adjusted along the way, getting him better prospects. They showed up for the call. Sam did his work. He closed them up, passed them back to AJ, who followed up to do the contracts and do the follow-ups and do all of that administrative work, getting them in the CRMs and doing the contracts and all that stuff. And, ultimately, both people did their jobs. And Sam made a lot more money for himself, and for me, for the company, by delegating that work and see him coaching his assistant through the steps that he needed done.

Pete Mockaitis
Okay. And not to get too much into the weeds here.

Dave Kerpen
Yeah, no, weeds.

Pete Mockaitis
When AJ was reaching out, AJ is reaching out, as AJ in his name and his email to the people, and he’s saying to the prospects, “Oh, let me have you speak with Sam.” And there’s a handoff? Or is AJ stealth being Sam?

Dave Kerpen
No, no, there’s a handoff. I think that authenticity is important. And so, I’m all for delegating, clearly, many, many things, but if you get a LinkedIn message from me, it’s from me. And I might have an assistant, my apprentices are going to write all the messages, they might draft all the messages, they might select all, using whatever criteria, they’ll do all the work in figuring out who to send messages to. But I like to click send. I do think it’s important, at the end of the day, for authenticity of we are who we say we are.

Pete Mockaitis
And I agree. And what’s really funny is, in this particular delegation scenario, and I guess this is a tricky nuance I’m glad we’re discussing, it’s funny because, well, so, Dave, I get a lot of inbound pitches. People want to be on the podcast, and that’s cool. What a great place to be. What a blessing. But what’s really funny is it’s clear that either there are, I don’t know, PR firms or software or automations or something happening, where someone says, “Oh, hey, Peter, I think we could really make a great podcast, blah, blah, blah, blah, blah,”

And I say, “Yes, I agree. In fact, we did make a great podcast four months ago. It was memorable to me. I’m sorry if you’ve already forgotten it.” And I’m just teasing them because I know what’s happening, and they’re like, “Oh, Pete, I’m so sorry. Oh!” you know. Or, I’d be like, “Hey, Justin, I’m getting this message from you, but it feels as though we don’t have a relationship and we haven’t seen each other in person numerous times, and we certainly have.” And he’s like, “Oh, yeah, sorry!”

And so that happens, and I don’t hold it against them, like, “You’re dead to me for this faux pas.” But it does diminish a little bit. It’s not a good feeling, and it could actually, in fact, be more devastating if, in fact, they’re like, “Hey, what the heck, man? We’ve had a long-standing business relationship, and maybe actually things are tense right now in our business relationship, and I’m getting an automated message from ‘you’ that isn’t really from you.” That might be enough to push it over the edge.

I think there’s a lot to it, whether it’s a human or a robot or an automation, that the way you’ve said it is, it’s like, you’re the person who clicks send, because then you can be like, “No, wait a minute, not that person. I’m already friends with that person. They don’t get a message like this.”

Dave Kerpen
That’s right. That’s right. And as much as I think that there are lots and lots of opportunity for delegation to tools and use of software tools when we don’t have, you know, I talk about resources to delegate, sometimes we don’t have individuals, or we don’t think we have individuals to delegate to. There are a lot of great tools to manage a lot of tasks. But when it comes to communication with people, I do think authenticity is an issue.

It’s funny. I told the story in my very first book, now 12 years ago, about I was friends with a State Senator on Facebook and I got a chat, a live chat from him asking me for a donation. And I was like, “Huh? I donated. I feel like I donated recently.” And he replied, “I know but I really need a little bit more.” And something was amiss, so I said, “Wait, this is my State…” I’ll protect the guilty here. I said, “This is my State Senator, X and X name, right?” Pause. And I said, “Please respond.” “Actually, this is an intern. I’m managing the account.”

Like you said, sometimes the stakes are higher than other times. I mean, if I really wanted to blow that person up for using interns to pretend to be them, to ask for money, I mean, it’s a really bad look, I think. So, I think we have to be very cautious about how much we, I’ll say how much we automate, and how much we automate about that final step in the process.

Pete Mockaitis
Certainly. And I’ve heard that said as a general rule of thumb for AI, like, “Have a human in the process so it doesn’t do dumb things, like automatically deny everybody’s health insurance claims.” Like, whoopsie daisy, you know, or a number of the embarrassments that people have managed to get themselves into when they use AI without the human oversight touch.

Dave Kerpen
Yeah, I love, love, love large language models like ChatGPT for drafts, first drafts of articles, of emails, of marketing plans. I mean, there is massive, massive value in the work that a large language model can provide and produce, given the right input. So, the work becomes less about what to produce and more about the inputs, the prompts that you give the models.

But all of that is really wonderful, again, for a first draft, and then I urge you, as a human, to take that first draft and check it over, first of all, like literally, for some obvious ones. We’ve heard some of the horror stories there. But then work with it, use it as a starting point, because what a great starting point. Sometimes folks have come to me super overwhelmed.

Actually, I just had a woman that I invested in say, “I need a marketing plan. I don’t know even where to start.” And I said, “Here’s where to start. Go to ChatGPT, put in your goals, put in your budget, put in your target audience, and ask for a draft of a marketing plan.” She did it, and it produced a six-page marketing plan for her to consider. Now that’s a great first draft, but it took 10 minutes. And years ago, or without me, without that idea, she might have taken 10 hours to come up with that initial starting point.

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

Dave Kerpen
I want to give the listeners credit. Sometimes I take for granted that some of this stuff is easy because I’ve been doing it for a while, but I want to recognize that it’s hard. It’s hard to shift the mindset. It’s hard to change. It’s hard to let go of stuff that you’re used to owning and controlling and doing the work on. I want to really take a moment to recognize that and appreciate that. If you’re listening and you’re thinking, “Well, he’s full of S-H, and in the real world, this is hard.”

I hear you and I get it. It is hard stuff and it is worth doing the work on, is my pitch. It’s worth muddling through and challenging oneself, and becoming more self-aware about the limiting beliefs and challenge and fears that are holding us back from delegating more, and the constraints that we think we have that maybe we don’t have as badly as we might think, and then doing the work. And there’s a brighter side on the other side of the rainbow, it really is. It gets easier.

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

Dave Kerpen
Sure. My favorite quote is from Seth Godin, who writes, “How dare you settle for less when the world’s made it so easy to be remarkable?” I think so many of us go through life like not being as intentional as we could be, and not doing the work to really stand out, and be amazing. And I think, like Seth says, it’s not that hard to be amazing. Go for it.

Pete Mockaitis
All right. Well, now could you share a favorite study or experiment or bit of research?

Dave Kerpen
Probably Adam Grant’s research. He’s probably my favorite author and I love his research. I’ll go back to his initial research from his first book, Give and Take, that talked about givers, takers, and matchers, and the value of becoming a giver and giving freely. It’s a little tricky to talk about this on a podcast because I get that I’m giving information, but it’s more of a matching situation. I’m expecting to get book promotion. I’m getting that and I’m grateful for it.

But that first book of his that I read really moved me, if I wasn’t a giver already, to become a giver to the extent possible, and the research shows that it pays. It’s ironic because we need to give without the expectation of getting something back, but when we do that, it just comes back to us tenfold in the long run.

Pete Mockaitis
All right. And can you share a favorite tool something that helps you be awesome at your job?

Dave Kerpen
There’s so many that I could talk about, but I want to say that the free, simplest set of tools is Google Suite. Yeah, Google Sheets, Google Docs, and Google Slides. Those three I use nearly every day, and for next to nothing I’m able to do a lot of cool stuff. So, thank you, Google.

Pete Mockaitis
All right. And a favorite habit?

Dave Kerpen
Walking. Walking gets the blood flowing and is a healthy habit. I chuckled because I have a whole bunch of habits that maybe aren’t enjoyable, maybe not as healthy as walking.

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?

Dave Kerpen
With the context of delegation in mind, it’s probably “Hire slow, fire fast.”

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

Dave Kerpen
I would say, first and foremost, I have pro bono office hours. I’ve met with 838 people over the last 10 years on Thursday afternoons. So, anyone that wants to chat with me, get some free coaching, absolutely no strings attached, I never charge for coaching ever, go to ScheduleDave.com, and you can book some free time with me on a Thursday afternoon. Of course, the book Get Over Yourself, and all my books are available on Amazon and bookstores everywhere. And if you’re looking for really awesome college-level talent, ChooseApprentice.com is our website.

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

Dave Kerpen
Feel the fear. Life is scary. Be courageous. Think of what you can get off of your plate and challenge yourself to say no, say no to more, and then figure out how you can take those no’s and get that work done in one way or the other, either delegating to humans, delegating to ChatGPT, getting that work off your plate so that you can say yes to more, not necessarily at your job, but more of your priorities in your life and with your family.

Pete Mockaitis
Lovely. Dave, this is powerful stuff. Thank you. I wish you many more successful delegations.

Dave Kerpen
Thank you so much for having me, Pete. It’s great to connect.