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816: How Anyone Can Build Powerful Executive Presence with Harrison Monarth

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Harrison Monarth shares simple but effective approaches to get others to perceive you as a leader.

You’ll Learn:

  1. Why it’s easier to build executive presence than you think
  2. The easiest way to improve people’s perception of you
  3. How to still contribute when you don’t have answers

About Harrison

Harrison Monarth is one of today’s most sought-after leadership development-and executive coaches, helping CEOs, senior executives, managers, and high-potential employees develop critical leadership skills and increase their interpersonal effectiveness and ability to influence others. He has personally coached leaders from major organizations in financial services, technology, medical, legal, hospitality and consumer industries, as well as those in start-ups, nonprofits and politics.

Harrison’s client list covers organizations such as General Motors, Hewlett-Packard, MetLife, AT&T, Northrop Grumman, Merrill Lynch, Deutsche Bank, Deloitte Consulting, Cisco Systems, GE and Standard & Poor’s among others, as well as start-up entrepreneurs, political candidates and Members of Congress.

Resources Mentioned

Harrison Monarth Interview Transcript

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

Harrison Monarth
Hi, there. Thanks for having me.

Pete Mockaitis
Well, I’m excited to hear your wisdom about executive presence and more. And I’ve got to hear the story about you proposing marriage on your first date.

Harrison Monarth
Yes, so I had seen my wife over the course of a couple of years. She worked in the same neighborhood where I worked. At the time, I lived in Denver, Colorado, and had seen her from afar, admired her from afar, she was very beautiful, and didn’t know her but circumstances led us to get to know each other through a mutual friend.

And since I had already been in love with her for a couple of years, at our first date, we had a wonderful first date that dragged into the evening, seeing a movie. And it was after the movie that we went back to our café, and after some more conversation and other shenanigans, I proposed, she accepted, and eight months later, we got married.

And, by the way, it’s been almost 20 years, so that was 19 years ago.

Pete Mockaitis
Hotdog. Congratulations. Well, we keep the show G-rated but I’m curious what shenanigans we’re referring to that lead to both of you feeling, like, “Yup, feel pretty certain this is going to be just fine”?

Harrison Monarth
I think it’s a bit of a cliché when you say you just know and you click with someone, and everything just really connects in all levels. And, yeah, it was that for us, so it’s just a feeling of knowing. Yeah, we’ve been inseparable since.

Pete Mockaitis
Okay. Well, that’s awesome. Congratulations.

Harrison Monarth
There’s no secret to it, actually. It’s just I think we’re lucky, so.

Pete Mockaitis
Yeah. Well, I think that here’s where I make a forced segue, I think that a lot feels the same way about executive presence, Harrison, in that it feels like, “Hey, some people have it. They’re lucky. They got it. And some people don’t.” But I’d love to hear your perspective on this. Your book Executive Presence, Second Edition: The Art of Commanding Respect Like a CEO shares some learnable behaviors that anyone can take on.

Maybe, can you kick us off with a particularly surprising or counterintuitive or extra fascinating discovery you’ve made about executive presence from your years of research and work in the field?

Harrison Monarth
Now you said something interesting. I think you said you either have it or you don’t, or people have maybe the perception, “You have it or you don’t.” And I think that is one of those misperceptions about executive presence. It’s often how we describe a nebulous quality-like charisma, somebody has it or they don’t.

Executive presence, I found in my research over the last 20 plus years, and probably unconsciously over many years before that, is a set of behaviors, traits, qualities, characteristics that we can identify and where we can understand that we all have a profile of certain behaviors that serve us, that help us, and others that perhaps get in the way of having an executive presence and having that positive influence.

And so, for me, the big aha was the understanding that, you know what, all these qualities, these behaviors, you don’t have to have all of them, but you need to know where you are on that scale and what you have and what you don’t have, so you have to start somewhere. And then you can create a plan and decide based on your circumstances, based on the company in which you work, the people you work with, the system you’re in, what’s important to develop and what you need to maybe continue doing and what you need to intensify or magnify.

Pete Mockaitis
Well, a collection of behaviors. Harrison, could you perhaps segment the lofty concept of executive presence into a manageable set of categories we can get our arms around?

Harrison Monarth
Sure. So, if I were to break it down, and, again, this is the world according to me. This is by no means an exact science, obviously. But executive presence is a combination of communication, behaviors, communication skills such as managing difficult conversations, about engaging others, being the kind of communicator that can easily engage other people.

Telling strategic stories in business and to explain complex topics and subject matter. Being inspiring and persuading. Helping people understand something and come to a decision. So, these are all, say, behaviors under communication. Political savvy is important. Do you have the ability to create alliances to manage up, to generate buy-in and support from people?

Courage. Competence. To me, you have to have competence in something. You have to be able to communicate both develop a level of expertise and intellect, and develop sort of a persona that lets other people know that you can be counted on, that you’re a person of substance and competence in order to be seen as having that presence.

Delivering results is an important part as well under the category of competence. You can’t deliver results if you can’t contribute value to an organization, to a group, to a team. We’re not necessarily seen as having an executive presence, or we will have an executive presence that’s shallow, like a politician, let’s say in cases.

Acting decisively is part of it. Having courage. Being calm under pressure. Those are all some. I’m not going to rattle off the whole, let’s say, 27 or 30, but those are some that I think are very important.

Pete Mockaitis
Okay. Well, that’s a whole boatload of things. I’m curious, if that feels overwhelming for folks, could you give us some hope, some inspiration with a story of someone who was kind of low on this collection of behaviors, but then did some things to make a huge upgrade to executive presence and see good results?

Harrison Monarth
Yes, I can. I had a client not too long ago who was at a management level in a company, and networking was something that she found distasteful. She didn’t like it. It was uncomfortable for her, and just generally reaching out to strangers. Considers herself an introvert and, generally, just uncomfortable with engaging people that she had no business reason to engage.

And so, what I helped her with, a couple things, number one is changing her mindset to basically say, “Look, what can I contribute to the person, to the company, to the organization that would be of value?” So, this one important shift in terms of how to even get out of your shell or think about yourself not by way of grabbing or self-promoting, but to actually contribute value.

The other part was what I talked about, helping her create a stakeholder map. So, creating a visual representation of where people are in the company and who has influence, who is someone that could help you get things done, who is somebody that can help you do better at your job, hit the ground running if you’re new in the job, and, basically, contribute value more quickly.

Once you have those people, once you have a map like this, once you have a good overview of who’s who in the organization, then you obviously need to engage and have substantive, hopefully interesting, conversations. And I think this is where a lot of people have shied away. They are worried that they have nothing in common with the person, that they are at too low a level, let’s say, they’re relatively new in their career, new at the company, “What would that person want to talk about with me?”

And so, what I asked her to do in this case is I asked her what she would be genuinely curious about if she were stuck in an elevator with that person for two hours, “What would you talk about? What would you ask that person that you’re genuinely curious about?” And so, it kind of broke it down for her, and she really thought genuinely about, “Okay, I would want to know this. I would want to know what is the person thinking about our division, or my job, my role, how we could most contribute value, what challenges that they have in a similar role or at a different part of the company.”

There were so many questions that she herself generated after a while, and then she felt very confident all of a sudden to there was no status differential, all of a sudden. It was just, “How can I connect with that leader in a way that I show that I’m genuinely interested in them but so I can learn from them as well?” So, that’s one of the ways I helped, and it made a huge difference for her because, obviously, she uses that now to engage with others that she really has no business reason to connect with.

Pete Mockaitis
Excellent. So, I’m curious, if we’re going to put forth some effort into developing executive presence, what might you suggest as some top high-leverage starting points in that they need development for a lot of people, and it’s relatively easy to do something about it, in terms of, “Well, just videotape yourself a couple of times, and you’ll stop doing that, bada bing”? Are there any kinds of domains and practices that have a really strong bang for the buck there?

Harrison Monarth
Yes. I’m looking at this as building it from the ground up, because, first of all, again, we’re all a mixed bag. We’re strong in some areas, we’re not so strong in other areas. And so, my recommendation is always to get feedback, first of all. And I ask people two questions. Number one, and to use these questions with others that know them, that can actually make comments, “What do you appreciate about me? How do you perceive me?” number one.

And the second question is, “What would make me even stronger?” And the first question is somewhat open, it’s “How am I perceived? How do you perceive me?” People will generally, because it’s not anonymous, they’re telling you face to face, generally speaking, they’re going to tell you a lot of nice things about you, the things they actually like about you, that they appreciate about you, that make you strong, which is great, but you also need to know what could potentially hold you back.

So, I coach them and ask them the second question in a very specific way, and not, “What are my blind spots?” not “What am I not doing well?” or, “What could I be doing better?” All of these things put the other person in sort of a negative mind space. It puts them into criticizing mode, and nobody wants to criticize you face to face.

And so, what people do like to do, rather than give negative feedback, is they like to give advice, and that’s why I would like to give keep second question, I tell them keep it very positive. Instead of saying, “What are my blind spots? Or, what am I not doing well?” first, I’d tell them, “Thank them for all the nice things they just said about you, because they probably did.” And then you say, “Now, what would make me even stronger?

And the word even is so important because the premise here is that, “Well, you just told me a lot of nice things that I’m strong in these areas. Now, what would make me even stronger?” That will then allow the other person to keep it very positive to actually give you advice. So, for instance, if somebody thinks you’re a micromanager, or that you’re too controlling, had you asked, “What am I not doing well?” chances are they probably wouldn’t have told you the truth, or they might’ve sugarcoated it so much that it would’ve been too vague.

And so, if they do feel though that you’re a little bit of a micromanager, simply by asking the question, “Now, what would make me even stronger?” they could say to you, “Well, if you give people a little bit more autonomy at work, how they arrange their projects, how they set up their time in order to get the results you need and get the work done, that might make them more engaged, and that might increase their productivity, so give them a little more autonomy.” They just told you the exact same thing, and gave you advice rather than criticize you for being a micromanager.

So, I think you start there. You get feedback first. And you said, “Well, what are some quick bang for the buck, basically?” I would say something that anyone can do. So, this will give you an idea of what you need to work on. But I always tell people, whether you’re an introvert, whether you’re shy, whether you’re generally more quiet, these people are typically thinkers, contributing your perspective, your ideas in a meeting is probably the number one thing that could move you up in people’s minds as somebody who’s contributing value and somebody who’s engaged and wants to contribute to solutions and challenges and help solve challenges.

Speaking up, that’s something anyone can do, once we get over the discomfort of doing so, but it’s something that can give you influence almost instantly. And too often, people are just hanging back.

Pete Mockaitis
You know, I’m having flashbacks, Harrison, to in high school and college, my Model United Nations days, going to conferences, pretending to represent different countries. And there was a guy, shout out to Robbie Clayber, if he ever listens to the show, who I just got a chapter started in my high school, and he won a lot of awards for being an outstanding representative.

And it’s like, “So, what’s the trick?” He’s like, “Honestly, just keep going up to the microphone and talking.” I was like, “But what if you don’t have anything smart or insightful or worthwhile to say?” And he said, “It doesn’t even matter. Just the more you get up and say stuff at the microphone,” that’s how he won all these best delegate awards.

And I thought that seemed off, but then in my experiences, as I was watching it happen, too, yes, the exact same pattern played out. Now, life is not exactly, or business careers are not exactly a Model United Nations conference for a high school or college student, but I think some of the same principles apply in that just talk more, and, hopefully, it’s value-added so you’re not just wasting everybody’s time.

But, Harrison, if anyone has concerns that, “Oh, I don’t know if what I have to say is that insightful or worthwhile in speaking up,” do you have any pro tips on either overcoming that resistance, or a quick way you can do an internal safety check, like, “Yup, that is a worthwhile contribution” versus, “No, folks will probably roll their eyes internally and wish I would shut up?”

Harrison Monarth
By the way, there are studies, there are a number of studies from the Haas School of Business, for instance, that showed that in small and medium-sized groups, speaking up and contributing your perspective makes other people see you as having leadership, potential leadership qualities, they see you as influential, and then other studies confirm that as well, and even see you as more competent, by the way, even if you don’t always get the answers right. They just see you as more competent to lead because you’re seen as hardworking, as contributing, again, to solutions, as one that could make a difference to the team. So, there are some great qualities.

But, to your point, “So, what if I feel like I just don’t have anything to add?” So, I’m going to give you the light version, and then I’m going to give you the power version. The light version is, think about, “Why are you there? What’s the point of you even being in this meeting?” And, hopefully, you’ve thought about this beforehand.

And if you haven’t, then maybe you learn a lesson that next time you do think about “Why am I there? What questions do I want to ask? What do I need to find out? What’s the objective? What are we trying to accomplish? Are we trying to solve a problem? Are we trying to brainstorm? Are we trying to come to a decision or discuss, get to a consensus?”

There is obviously some sort of objective. And if there isn’t one, or if you don’t know what the objective is, ask other people, “What are we trying to do here?” and then think about why you, why are you there, and then, hopefully, you can connect the dots there. But generally, I say prepare for these meetings even if you feel, maybe you’re new, and you don’t have anything super relevant to add. Well, you could probably ask some good questions. So, think about what those questions are.

And then you might actually be the person, those meetings often go off the rails, people start rambling, they go all over the place, they go down rabbit holes and start talking about things that really had nothing to do with the meeting objective. So, you could be the person that brings everybody back on track, and say, “Hey, weren’t we trying to decide between A and B? We’re really just going way off of that, so here’s what I would like to add to that discussion.”

And so, there are lots of different things if you prepare, ask questions, and make points, and point out maybe some things that others hadn’t thought about. But then the power version, I want to tell you a quick anecdote. So, I’ve done a lot of work for PepsiCo, and worked with some senior leaders on Indra Nooyi’s leadership team.

And an anecdote that I thought was just incredibly inspiring from her was when Indra Nooyi was a consultant for Boston Consulting in the 1980s, from there she was hired to become the head of strategy for Motorola’s automotive electronics division. And in one of her first executive-level staff meetings, she said she was completely out of her depth.

So, they were talking about two things that she didn’t really have much of a clue about: cars and electronics. And so, she said that based on her skill and experience as a consultant, she could’ve asked smart questions and created a framework of understanding for herself and survived, but that she really wanted to make a difference as soon as possible, make a contribution, have an impact on the business.

And so, what she did, in order to be able to contribute, she hired two professors as tutors for herself, on her own. So, she hired an electronics professor who would teach her about electronics from a thick electronics textbook, and then an automotive technology professor, somebody from the automotive technology college, to teach her about the inner workings of a car. And she would do that for an entire year.

So, Monday, Tuesday, Wednesday, she would have two hours of electronics tutoring from 7:00 to 9:00 a.m., and then the rest of the week, Thursday, Friday, somebody from the automotive college would stop by and help her, for an entire year. And she said it was extremely hard, but think about it, the impact that had on the others around her and her understanding of subject matter and of being able to connect the dots, to me, that’s another level of wanting to make an impact and wanting to contribute value that that’s up to us.

We have to think about where, “What time can I carve out? Where am I willing to make some sacrifices, of tradeoffs to develop my understanding of things, my expertise?”

Pete Mockaitis
That’s powerful. And I’ve heard it said here a couple times that if you read the top five relevant books to your field, you’ll be more knowledgeable than 90 plus percent of the people in that domain. And I think that varies by domain, but I think that’s often rather true, that it may not take ten hours of one-on-one professor-tutorial a week for 15 plus weeks to pull it off. It might take 16 hours of reading over a couple of months, and, bam, there you are having some knowledgeable perspective.

Harrison Monarth
Yeah, I totally agree with that. And I think and then you decide how much further you want to go. And you’ll see, “Do you have an impact? Are you making a difference?” And I agree with you that you don’t have to necessarily have the 10,000 hours that Malcolm Gladwell talks about becoming an expert at something, or a master at something. I think small steps, like you said, reading a couple of books on the topic, reading insights and papers and articles can make a huge difference already.

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

Harrison Monarth
No, I would say the idea of getting feedback, understanding, having developing your internal self-awareness, external self-awareness, how you show up to the world, and then deciding, “What do I need to work on?” is a great foundation to, then, increase your executive presence.

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

Harrison Monarth
There’s a quote by George Bernard Shaw who said that, “Life is not about finding yourself. Life is about creating yourself.”

Pete Mockaitis
Lovely.

Harrison Monarth
And I think that’s powerful because it puts the control in your hands.

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

Harrison Monarth
Francesca Gino, a few years ago, led a study with Adam Grant on gratitude, the power of gratitude. And they found that, aside from Gallup also found that showing gratitude, managers showing gratitude to employees can boost productivity by 5% to 10%, people feeling appreciated by their managers, being more engaged at work, and being happier at work. So, I love that study because it just reinforces something that we all intuitively know, I think.

Pete Mockaitis
Okay. And could you share a favorite book?

Harrison Monarth
As a matter of fact, right in front of me, it’s called Daily Rituals. Daily Rituals by.. oh, Mason Currey. And it just talks about rituals that famous artists, composers, painters, writers, have had, and it’s full of failures.

So, the book is full of how these people tried to get out of work, tried to avoid work, procrastinated, but then found themselves still producing masterpieces and great works. And I think it just sort of humanizes them, and it makes you feel less like a loser if you don’t feel like getting off the couch for a full day.

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

Harrison Monarth
For me, a favorite tool is reframing, so reframing things. I think the power of reframing, looking at things from different perspectives, first, it makes you calmer. Taking different viewpoints on something because there’s so much that stresses us out, but if we’re able to put things in proper perspective, reframe them in not just one different way or look at one different perspective, but look at it from many different perspectives, it makes you calmer and it actually helps you find solutions. It opens your mind to other approaches.

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

Harrison Monarth
A key nugget. Well, actually, to be honest with you, it’s connected to that, it is this looking at things in a different way. And one thing that people often either cite or remind me of that I’ve talked about at a workshop or in a coaching session is this idea of rather than thinking of yourself, think about others and how you can contribute value to others will make a lot of things easier from speaking up to networking, to increasing visibility, to getting involved with people and things. That just the idea of looking at it from the perspective of “I’d like to make a contribution. I’d like to contribute value” has a huge impact on our willingness, our motivation, to actually go out and do it.

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

Harrison Monarth
LinkedIn is a great way. I’m on LinkedIn. Certainly, we have our website, GuruMaker.com, but LinkedIn, I post on LinkedIn not as often as I’d like but, yeah, messaging on LinkedIn and just connecting that way and staying in touch that way is great.

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

Harrison Monarth
Yes. I would say a challenge would be, and this is often I give challenge in the workshop, I would say pick six people that know you, have worked with you maybe, or working with you, ask them the two questions, “How am I perceived?” Wait for the nice answers and maybe they’ll tell you something interesting. And then the second question, “Now, what would make me even stronger?” and listen, wait for the answers, be grateful for the answers. Probe if you want to have clarity, and then you have something that you can work on, potentially, to make you even more effective and even stronger.

Pete Mockaitis
That’s good. Harrison, this has been a treat. Thank you. I wish you much fun and success and executive presence.

Harrison Monarth
Thank you very much. Pleasure talking to you.

810: How to Get Stuff Done inside Bureaucracies with Marina Nitze

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Marina Nitze reveals what makes bureaucracies tick and how you can work your way through them.

You’ll Learn:

  1. Why bureaucracies can actually be great
  2. Six favorite bureaucracy hacks
  3. What not to do when trying to challenge a bureaucracy

About Marina

Marina Nitze, co-author of the new book Hack Your Bureaucracy, is a partner at Layer Aleph, a crisis response firm specializing in restoring complex software systems to service. Marina is also a fellow at New America’s New Practice Lab, where she improves America’s foster care system through the Resource Family Working Group and Child Welfare Playbook. Marina was the CTO of the VA after serving as a Senior Advisor on technology in the Obama White House. She lives in Seattle.

Resources Mentioned

Marina Nitze Interview Transcript

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

Marina Nitze
Thanks for having me. Great to be here.

Pete Mockaitis
Well, I’m so excited to hear about your wisdom but, first, I think we need to hear a little bit about your job as a 12-year-old making fan sites for General Hospital.

Marina Nitze
Well, it was the best way to learn HTML back then. It was the days of AOL keywords, and I loved my General Hospital soap opera couples, and it was a great way to learn technology, and that was absolutely the start of my tech career.

Pete Mockaitis
So, at 12 years old, you’re loving General Hospital?

Marina Nitze
Yes, it was our neighbor’s grandma watched it, and I got to sit and watched it with her. And then you get hooked, right? Friday cliffhanger, you got to see what happened Monday, and then you’re running home from the school bus every night.

Pete Mockaitis
That is fun. That’s fun. I have a feeling that in your childhood you probably had a lot of fun conversations with “grownups.” Is that fair to say?

Marina Nitze
I was really bad at being with kids, so, yeah, I mostly just talk to grownups and tried to have my own businesses. Yeah, being an adult is more fun.

Pete Mockaitis
All right. Well, I’m intrigued to hear you’ve got a cool specialty. We’re talking about your book Hack Your Bureaucracy. You’ve worked in some in your career in your days. Could you share with us, any particularly surprising or counterintuitive discovery you’ve made about bureaucracies in general? Is there something most of us have wrong about bureaucracies?

Marina Nitze
I think so. I think bureaucracy is often a four-letter word. We think of them as things that you need to blow up, you need to move around, you need to get rid of. And, for me, the most surprising thing as a Libertarian joining the Federal Government, believing that the whole thing should be blown up, and it totally did not work, was that bureaucracies actually work quite effectively and you can do a lot of effective things to get them to change for the better. And so, learning those techniques was really the impetus behind writing the new book and sharing those with others.

Pete Mockaitis
Well, so tell us more about that. Bureaucracies, in fact, do work effectively. Can you give us some data or evidence or examples there?

Marina Nitze
Well, we kept seeing, when I was in the Federal Government, we had a program called the US Digital Service, which recruited top-tier technologists to come into government for tours of duty. And, repeatedly, kind of the pattern was always the same. They wanted to come in and the first thing they thought was the path to success was getting a waiver or an exception to the rules, or going around the rules, and that worked zero percent of the time.

But what did really work was learning what the rules were, and then not only using them to your advantage, but sometimes changing the rules of the game themselves so that the next thing the bureaucracy was doing was the right thing and the thing that you wanted them to be doing consistently even after you left.

Pete Mockaitis
Okay. So, they were able to accomplish what they were hoping to accomplish by doing things the way that they say are to be done, and that was fine.

Marina Nitze
Yeah. I had a great story there around trying the normal way first, which was one of our bureaucracy hacks. When we wanted to use cloud computing because, at the time, all the websites for veterans were literally operating on computers that were like under people’s desks or, in one case, in a mop closet. And even if you don’t know a lot about technology, computers and mop closets and water should never the twain shall meet.

But one of the big objections that we got to doing this was from the inspector general, who said, “Well, wait a minute. You can’t use cloud computing because you can’t put the cloud in an evidence bag.” And so, by actually going through this process and working with them and understanding how they conducted their investigations, which was they would walk into your office, they would pick up the computer, and they would put it in an evidence bag. They didn’t know how they could do that in a world where cloud computing, and you can’t actually touch the computers anymore.

So, we had to work with them to help them see how they could actually conduct their investigations more effectively.

Pete Mockaitis
Oh, yeah, you don’t have to truck it over to the mop closet.

Marina Nitze
Exactly. You don’t have to lift anything, you don’t have to put it into bags, your back won’t be strained anymore. And then, in the course of following up with that, we ended up hitting the IT approval paperwork had questions, like, “Marina, do you pinky-swear that you jiggled the doorknob to make sure that it was locked on the cloud?”

And you can’t jiggle the doorknob of the cloud either, so you had to actually change the paperwork itself. But in the course of changing the paperwork, now you can say, like, “Hey, is this server in a mop closet?” And if it is, then it doesn’t get approved, “Does this server have backups?” And if it doesn’t, then it doesn’t get approved. “Does this website have business hours?” And if it does, then it doesn’t get approved. And that’s how you can make a really systemic change in a bureaucracy.

Pete Mockaitis
Well, I just need to follow up. So, there was actually an official form somewhere that had the phraseology pinky-swear and jiggle the handle on it? Is that accurate?

Marina Nitze
The pinky-swear is my color, admittedly, but the jiggling the handle was actually literally a security control. We had to promise. I had to swear and sign on a piece of paper that I had jiggled the doorknob to make sure it was locked.

Pete Mockaitis
Oh, this is fun. This is the way I love it, it’s the detailed insight scoop. All right. So, maybe let’s zoom out a bit. What’s the big idea behind the book Hack Your Bureaucracy?

Marina Nitze
Yeah, it’s really the Frank Sinatra test. So, in Frank Sinatra’s song “My Way,” he says, “Hey, if I made it here in New York, I can make it anywhere.” And so, the bureaucracy hacking tactics we learned in the White House, when I was at the VA as the chief technology officer in Department of Defense, when they worked there, we then found, my co-author Nick and I, that when we left, now he’s in venture capital and at Harvard University, I now do IT crises consulting for Fortune 500 companies and I work in state and local governments on foster care, and the bureaucracy hacking tactics still keep working.

And then we tried them in PTAs and Homeowners Associations, and they still keep working. So, the idea is, “Here are some hacks that work in some of the toughest bureaucracies, and they’ll also work in your everyday bureaucracies.”

Pete Mockaitis
Okay. Well, could you share with us an inspiring story of someone who, indeed, successfully hacked their bureaucracy and got something cool done which others may have said is impossible?

Marina Nitze
Absolutely. So, at the VA in 2013, there was a horrible backlog of healthcare applications from veterans that were trying to access VA healthcare, 800,000 of them waiting, pieces of paper waiting in a warehouse. And it was in the news that the inspector general had determined that 100,000 of those veterans had died waiting for the VA to process that paperwork.

And so, the VA was going to do what the VA always did, which was, “We’re going to do more mandatory overtime and more data entry.” But my team believed that there was a different way to go about that, “What if we could bypass the paper and get digital instant enrolment for veterans?” And what unlocked that was actually sitting down with a real veteran whose name was Dominic and, with his permission, we recorded him trying and failing to apply for VA healthcare 12 times.

He called; we hung up on him. He tried to open the website; it wouldn’t load. He tried to open another website; it wouldn’t open. And up until that point, the VA’s belief had been that veterans don’t use the internet because the numbers of veterans that apply online were so small. When, in fact, it was that the websites didn’t work.

And so, when we had this video of Dominic trying and failing so many times, and then it turned out he was actually absolutely eligible, and we were able to enroll him the next morning. We gave him our new mobile form, which is not rocket science, it’s not machine learning. It’s literally a form that was under on your mobile phone. He was able to enroll instantly, and we’ve since enrolled 2 million veterans instantly in VA healthcare through that mobile form.

Pete Mockaitis
That’s beautiful. Okay. So, taking a step back and parsing some insights from that story, it seems that the leadership has a mistaken view of what things are really like on the ground, it seems to be my takeaway there.

Marina Nitze
Yeah, and so our tactic here is you got to talk to real people. No matter where you are, if you’re a brand-new hire, if you’ve been in your role for 30 years, if you’re the leader or if you’re like an entry-level employee, going out and talking to the real people that are really experiencing your service, whatever your company may offer, is the way that you’re going to find those disconnects that you’re not going to find if you never leave the office.

Pete Mockaitis
Well, that is a grand story. Well, so you’ve got 56 such approaches for hacking. I don’t imagine we’d cover all 56 in the time we have here today. But could you maybe give us some of your greatest hits in terms of, and here’s my criteria, how I define greatest hits, that’s widely applicable in terms of it covers many kinds of bureaucracies; it is widely effective in terms of, “By golly, there’s a high percentage of the time this thing gets it done; and it has a good return on effort, if you will, like a little bit of time here can give big returns?” So, I’m putting you on the spot, Marina, if you could give us a few of your favorite bureaucracy hacks that meet these three criteria, what leaps to mind?

Marina Nitze
Absolutely. It would definitely be the space between the silos. So, the bigger your bureaucracy is, the more specialized it gets, the more that there’s different departments, it may even be that your company interacts with other companies through the course of a process. And while there’s tons of defensive antibodies that don’t want to change inside a silo, there’s often absolutely nobody paying attention at the handoffs between the silos. So, it’s a really awesome opportunity to make a really big change.

And I’ll tell you a quick story around this. I was helping a state trying to shorten its foster parent application processing time. And this is really important because, while grandparents, or aunts, or uncles have kiddos in foster care in their home, they’re not getting paid, they’re not getting any financial support until they complete this really byzantine paperwork process. So, it’s really important to get it down.

So, I’m following the claim in this case from start to finish, and this is the advice that anybody can use. If it’s a claim, if it’s a case, if it’s a customer, whatever it may be, follow up from start to finish. When it goes through the fax machine, you go to the other end of the fax machine. When it goes to the mailroom, you go to the mailroom.

And so, I was following this one foster parent application through the office, and I get to this woman, and she says, “Well, now I have to request the applicant’s driving record from the DMV,” and she pulls out the carbon copy triplicate paper, you know the kind you have to like press really hard and it’s different colors, and she says, “Oh, I hate this step so much. The DMV lives in the 19th century. I don’t even have stamps. Like, it takes forever. This sucks.”

And I walked over to the DMV because I’m following the real application, and I say, “Hey, can you show me how you’re processing the driving record request?” And the woman there says, “Oh, yes. We use this electronic system, and the request come in, and we process them same day.” And I said, “Well, wait a minute. I saw a carbon copy paper. Where does that come in?” And she said, “Oh, you were at child welfare. Those people are in the 19th century. They keep sending this carbon copy paper. Why the heck won’t they use my electronic system like everybody else?”

And so, I was able to connect those two individuals and, overnight, shaved 32 days off a process, removed a cumbersome step that nobody wanted to do, and make everybody’s lives easier simply because, in most bureaucracies, nobody ever sees or owns the end-to-end process. And so, if you can just crawl through it, follow your person, you will be shocked at the amount of insights and improvements that you can make.

Pete Mockaitis
You know, Marina, this is the first time someone has made government work sound exciting to me. It’s like, “Oh, my gosh, what a huge value-add,” sorry, consulting language stuck with me. That’s like a huge amount of value for what sounded somewhat easy. Marina, maybe you did a lot of work over many days to pull this off, but that didn’t sound too hard. And, yet, that’s a huge improvement in people’s lives that’s quite touching. And those opportunities exist when you’re inside big bureaucracies.

Call me optimistic, but that almost sounds like a positive, “Oh, I’m in a huge bureaucracy.” “Oh, lucky you. There are so many improvement opportunities you can probably just grab that make a huge impact for not a lot of effort. That’s kind of a cool place to be.”

Marina Nitze
I would agree with you. I’d agree with that. The bigger the fire, the more interested I am. But even if you’re at a smaller bureaucracy, there might be handoffs you do with other outside partners, or maybe you’re interacting with the government as a nonprofit or something. Go follow that application process through and see if there are inefficiencies to be had.

Pete Mockaitis
I love it. Okay. So, we talked about the space between the silos, and following from start to finish. What are some of the other approaches?

Marina Nitze
Picking up the pen. So, I first learned this one, at the VA, for a while, we were missing one of our senior leader roles. We hadn’t hired for it yet and so we were kind of distributing that role’s tasks among the staff. And one of them involved having to go to the White House for a meeting, which sounds really exciting, like everybody would want to do it, but that means waiting in the security line for two hours in the hot sun.

So, I, as the new person on the team, got tagged in to take on this meeting, and I was supposed to write the President’s management agenda, which is a pretty big deal in Federal Government, and one of the tasks of that meeting was, “Hey, can someone write a technology goal on a slide?” And so, I’m looking around figuring other people showed up with their ideas, but, no, here was the blank slide, and so I said, “Oh, I’ll do it. I’m going to write down that the VA should have the first agency digital service to this team, and it should have 75 employees reporting to the CTO,” which was me.

And I assumed someone would come along and edit my slide or delete it or modify it, but, nope, it kept moseying along through the process, and then, lo and behold, the President is announcing the President’s management agenda that includes the goal of having 75 technologists assigned to this CTO of the VA, which is me.

So, then I got to take that slide that I had written because I had picked up a pen and take it and justified hiring these 75 teammates that I really, really needed. And that was a great way in the Federal Government but I since used it all the time to include…we have a story in the book of someone using that to change their condo’s pool policy because there was a lot of bickering around, like, “Is the Homeowners Association going to let us have the pool opened during COVID?”

And I said, “Well, why don’t you write the policy that says it’s open, because then the person that wants to keep the pool closed, they’re going to have to also write a policy and shows up and like get counter votes, so you’re actually raising the bar and effort for them, and making it easier for everybody to do what you want.” And this worked pretty consistently among everybody that I knew that was having this pool problem.

Pete Mockaitis
That’s so cool. And what’s funny, because there was a bit of resistance there, so it’s like, “Ugh, writing a pool policy, that sounds kind of boring and lame. And what do I know about pool policies? I’ve never written anything like this.” But, at the end of the day, everybody just makes it up. Someone just makes it up. You just made it up and you got 75 employees. That’s pretty cool.

And someone else is just making up a pool policy. It’s unlikely that they’re consulting with someone with a tremendous deep expertise in pool matters from an insurance company or law firm, but that’s conceivably possible. But the most parts are like, “Oh, I guess this makes some sense when it comes to having a pool, so it’s the policy. Any input, feedback? Okay, here we go. This is the policy.”

Marina Nitze
Yeah, if you look around, no offense to your particular Homeowners Association, but if you’re looking around it, it’s just made of other regular humans that are just like you and me so there’s no reason why you can’t write a pool policy. And, yeah, maybe somebody will have an edit to it, but if you want the pool open, pick up the pen, draft the policy, see what happens.

Pete Mockaitis
All right. I dig it. Marina, this is awesome. Keep going.

Marina Nitze
All right. I’d love to share a Harry Potter analogy here because I think this is a really, really effective one if you’re ever working with technology. So, there’s a concept called strangling the mainframe, and it’s the idea, like, say you’ve got an old, old system. Everybody’s got one in their company if it’s around long enough, and everybody thinks that the goal is to shut off the old system.

But the old system ends up powering a little bit of everything. It’s going to power HR, IT, something maybe, and everybody’s trying to have this magic huge perfect plan to turn off the old thing and one day magically turn on the new thing. And I’ve never, in the history of time, seen that worked. Like, in all of Western civilization is actually powered by these mainframes.

And so, my best analogy here of how to actually fix this problem, if it’s something you’re facing in your workplace, is a Harry Potter one. And this is a spoiler alert, so if you don’t know how Harry Potter ends, you should skip ahead 60 seconds. That is Voldemort is the mainframe and Harry and his family and the whole wizarding world are trying to destroy the mainframe head on, and it doesn’t work. The mainframe gets more powerful than ever. And after six and a half books, Harry’s lost most of his family, there’s billions of pounds of Muggle property damaged, and Voldemort is stronger than ever.

But what does work are finding the Horcruxes and slowly peeling off bits of the mainframe’s power one bit at a time. So, if you think about it in your organization, maybe you could pull off a little bit of case management, maybe a little bit of claims status tracking, maybe a little bit of HR, such that, at the end, you have a small enough of a puzzle that you can actually replace it in, say, six months or one year.

And so, this is a technique that we use all the time. Even if your company is working, frankly, off of like a really advanced spreadsheet, you still often can’t turn it off overnight. You got to peel off piece by piece. And this can be a really amazing bureaucracy hack and tactic if you’re trying to make change because there may be some new innovation that you want to have seen.

One example here would be around the unemployment claim backlog. In a lot of states, they had a strangle a mainframe tactic of helping stand up a claim status tracker because that’s what everybody wanted to know, “Did you get my claim? When is it going to get paid?” And the mainframes couldn’t support that, but many states stood up and, literally a week, a claim status tracker where everybody checked their status just from their mobile phone by building this little piece off to the side that just syncs to the mainframe once a night.

So, just want to encourage folks to think creatively about how they might strangle their mainframe and what their first Horcrux might be.

Pete Mockaitis
That’s really cool. That’s really cool. What comes to mind is I was in a Facebook group all about professional speakers, and this was only like four years ago, and someone took a photo of a dot matrix printer at a rental car location, and said, “Dot matrix printer is still holding town at the rental car agency.” It’s like, “Yes, that is so weird that those still exists there.” And then that’s intriguing, if you think about it, in terms of…and I don’t know the rationale for why those are still there.

Marina Nitze
They’re all in airports, too. Airport manifests are printed on dot matrix printers.

Pete Mockaitis
Yeah, and maybe that is or is not relevant but if we’re genuinely waiting, I don’t know, an extra 30 seconds per person in line for the dot matrix thing to go through that, then it sounds like it needs to be replaced. But if it’s plugged into a mainframe, or a bigger computer sort, then I guess it’s quite possible that you have an alternative means by which the information is sent to a different printing thing.

As I zoom into these conversations, how I imagine they would go, it’s like, “Oh, well, we can’t change that because it’s connected to the thing. And that thing runs everything, so just don’t even touch it, don’t even think about it. Just forget about it and move on.” And then most of us are not so persistent, shall we say, or stubborn, however you’d like to phrase it, as to dig in a little deeper and further. But if you were to do so, peeling off a little bit at a time is likely to get us a lot farther.

Marina Nitze
Absolutely. That’s the message.

Pete Mockaitis
All right. Cool. Let’s hear another.

Marina Nitze
So, if you’re kind of a staff-level person, a recommendation that we have here is really think about tailoring your pitch to who you need to persuade to your way of thinking. And one of my favorite bureaucracy hacks here was done by a colleague. We needed a bunch of IT executives to approve an API policy. An API is an application programming interface. It’s something that lets two computers talk to each other.

But if you don’t know what an API is, that just sounds like a huge security blackhole, like, “Wait a minute. I’m going to let another computer connect to my computer and take data out of it? Like, that sounds like everybody’s going to hack it and take all the private data out of it. That doesn’t sound safe.” And so, people were pretty opposed to it.

But because they were senior leaders, they had no safe place to ask basic questions about what an API was. They were too senior to ask the basic questions. So, we had to set up a space for them to learn, so we had a session called APIs for Executives, and we held it in a fancy room and had some fancy speakers and fancy invites, and invited them to come.

And at the beginning of the presentation, it said, “You know, hey, we know everybody here knows what APIs are, but just in case,” and then gave a basic 101 review of APIs so that it gave those executives a safe place to learn so they could actually engage in the conversation. And if we hadn’t done that, they would’ve just blocked our policy from day one from a place of fear.

Pete Mockaitis
It feels really brilliant in terms of so you knew exactly what your roadblock was. It’s like, “These folks don’t understand what an API is and they’re afraid to ask. And I can’t just say, ‘Listen, bud, I know you don’t know what you’re talking about, so let me lay it down for you.’” You knew that wasn’t going to fly in this environment.

And so, I’m curious about how you presented that, it’s like, “Oh, wouldn’t you know it? Like, crazy coincidence, this event is happening,” because you had agency in creating the event. So, how did you play that game?

Marina Nitze
Well, it was just about framing it in a totally respectful way. So, like, yeah, it does sound a little bit manipulative. I fully acknowledge that but we had to find a safe place to get them to learn. And having an event called API 101 wasn’t going to do it because they were going to be afraid of, like, being seen in front of their direct reports, potentially, as not knowing. So, we had to create a place that they would feel safe.

And we had a little bit of an advantage. We could also invite them to a fancy White House office room for the event, but you probably have an equivalent wherever your organization may be of creating some sort of safe space for people to learn without making them feel dumb. Because if people feel dumb or threatened, they’re not going to engage with you in a constructive way.

Pete Mockaitis
Yeah, that’s good. All right. Marina, you can just keep going all day. More hacks. Lay it on us.

Marina Nitze
Something that I think is really overlooked that we really encourage is when you’re understanding how process works or when you find a change that you want to make, you have to understand the internal employee impacts of that process the same as you understand how you may want to change it for that end-user or for your customer.

So, often your internal employees have particular risks or incentive frameworks, like their position description said they have to do this or that. Their practice manual says they have to do this or that. They have more steps to do in a day than they can possibly do. So, if you show up with your, like, bright, fancy, new idea for outside customers, that you’re going to have a new customer support model or you’re going to have a new product that makes the internal people have to do seven more steps on their already-over full plate, they are going to resist you, and they are going to fight you.

But if you can understand kind of like my story earlier about the DMV, like neither of those women, they were both busy. They didn’t want to fill out carbon copy paper and mail it to one another. Like, they were happy to take that step off their plate, but you had to acknowledge that it existed in the first place to understand how you could kind of trade, and say, “Okay, I’ll get you two more internal efficiency gains and, in exchange, I need you to do this one extra step that’s going to help my actual project goal.”

Pete Mockaitis
That’s good. Well, now, could you tell us a little bit about what not to do when it comes to hacking a bureaucracy? If we want to make something happen, we’re inside a bureaucracy, we’ve got some really cool things that we should do, what are some things that we absolutely should not do?

Marina Nitze
Yeah, this is a mistake I see people make all the time, and I made it myself a lot in the beginning, which is you can’t try to make the bureaucracy care. Bureaucracies do not have feelings. They have decision criteria. And something I see a lot, and I see this especially in IT, where you want a new IT application approved, or you want to be able to use a spreadsheet software because it’s going to make you more efficient.

But the argument that, like, “Hey, if we don’t get this, there’ll be foster children that are homeless, or there’ll be veterans that don’t get healthcare.” Those are not approval criteria on the approval form. They’re not part of the decision matrix. So, you can beg and plead and make the emotional arguments to the end of time, but if you don’t actually fill out the approval form and meet what it needs, you’re not ever going to get to the goal that you actually want.

So, a big mistake I see people make is trying to make the bureaucracy care. And what, instead, you should do is understand what the bureaucracy cares about and meet those needs even if it may be frustrating and not feel particularly emotionally fulfilling in the moment.

Pete Mockaitis
And so, what’s interesting here is we’re talking about the bureaucracy, it’s like an entity because I’m thinking of it like The Borg. It’s like an entity, a person, a corporate thing unto itself and that doesn’t have feelings. I get you. Like, if we defined bureaucracy as a series of steps or processes, then maybe, first, we should get your definition of bureaucracy. I guess individual humans within the bureaucracy might care, and that could maybe motivate them.

It’s like, “Wow, you’re right. This is a big problem and we need to do something.” So, you maybe even enrolled them and you’ve gotten them on board with some emotions, but you’re not really going to get any traction in terms of making it happen until the actual steps of the form or process or whatever are getting adjusted. Is that a fair synopsis?

Marina Nitze
Absolutely. You might win them over to pay attention to you first, to take your form first, but you’re not going to win them over to allow your half-filled out form to get approved.

Pete Mockaitis
Okay. Understood. And then since we’re saying the word bureaucracy a lot, could you define it for us?

Marina Nitze
Yeah. In the course of writing the book, we actually tried to find something that wasn’t a bureaucracy. And this quest took us even to, like, a co-op grocery store in Brooklyn, California. It turned out it was still a bureaucracy. It’s any organization of any size that’s run by a series of processes and rules, both written and unwritten. And unwritten I think is really important, too, because, at the end of the day, like if there is a process, if you have to go through Bertha, and Bertha considers your form in a particular way, and she is the gatekeeper there, it’s important to understand that as an unwritten rule.

Pete Mockaitis
Okay. Well, thank you for that. So, anyway, more don’ts. What else should we not do?

Marina Nitze
Yeah, my other one is beware of the obvious answer. I, literally, have a TextExpander keyboard shortcut on my computer, where if I typed the word just, it will delete it, so it will not let me type the word just because that word is what gets tons of people in trouble, especially if you’re new to a problem or to an organization. Do not show up and say, “Well, why don’t you just do X, Y, Z?” because the odds are that hundreds of people have had your idea before, and there are some reason why it is not been done already.

So, before you say, “Why don’t you just do this?” it’s really important to kind of, first, keep that idea to yourself, but dig in, try to find people who had that same idea, see who has tried what, where didn’t it work, because maybe that the solution is not impossible. That’s not all what I’m saying, but it’s a lot more complicated than the obvious answer that it may seem like you have.

Pete Mockaitis
That’s good. And articulating the word just out loud can, I imagine, enrage some people, like, “Who do you think you are? Oh, I guess we’re all just idiots, Marina. Excuse us for not having just made an online form. Pardon our foolishness.”

Marina Nitze
Correct. Absolutely.

Pete Mockaitis
I’ve often coached people, like, “Don’t say the word obviously ever. It doesn’t help you out.”

Marina Nitze
That should be a TextExpander shortcut, too. Absolutely.

Pete Mockaitis
And so, just is in that same category in this context. So, okay, any other don’ts?

Marina Nitze
I think those are my two main ones.

Pete Mockaitis
All right. And I want to talk a little bit about the emotional component here. I think some folks have a feeling that if they try to hack it through the bureaucracy, their bosses might think that you’re trying to undermine their authority, or you’re trying to circumvent them or their system, or you’re going over their head, like you’re committing some kind of a no-no. Can you tell us, to what extent are these fears real? And if we have them, what should we do about them?

Marina Nitze
Yes. So, my approach there would be to build a stakeholder map, and that’s something we recommend in the book. And a stakeholder map is usually such a valuable tool that we explicitly recommend that you never share it with anybody and that you don’t put it anywhere that somebody else can find it, because everybody’s got those different perspectives, like you were just saying.

You may have a boss that is threatened by you shining. In which case, if you really want to see your initiative take hold, the way to do it might be to give your boss credit for having done it. Or, you may have a boss that is really like a rule-follower, and so the way to get around that is to follow the rules. You may have people that are very motivated by getting a promotion and, therefore, you have to understand what is the criteria for them getting that promotion, and how do you help them achieve that in the course of helping you achieve your initiative.

So, by mapping out kind of who each person is, what their resources or power structure is relative to the decisions that you need made, and what are their risks and incentives, you can start strategically figuring out how to move forward so that you can get your initiative done, whether that means, again, giving some people credit, distracting some other people with a different shiny toy, and then maybe even changing some position descriptions themselves so that people’s motivation to do their regular work is shifted to help support what you’re trying to get done.

Pete Mockaitis
There’s so much wisdom here, Marina. Thank you.Okay, so when you’re making this map of things with the stakeholders and what they want, I’m curious, are there a few key categories of drivers, of things that people tend to really want or not want that we might tick through as we’re trying to fill out that map? Because we might say, “Huh, what does Paul want? Hmm, nothing’s leaping to mind.” Could you give us a few starter categories to help get those ideas flowing?

Marina Nitze
Yeah, absolutely. I think we have, like, two pages of bullets in the book as additional brainstorming exercise. But people think about what their recognition is. Some people, for example, actively avoid the limelight, and some people really want to be seen in it. Money, which could be tied to promotions or raises or getting more budget line item for their own program.

Some people want to be perceived as innovative, and some people want to be perceived as rule followers. And then it’s also important not to overlook the literal lines of like, “What is this person supposed to be doing? And what are the lines, whether they’re grey or bright lines, of what they’re not supposed to be doing?” And how might you need to adjust those to accommodate the kind of different kind of work that you might need them to do.

Pete Mockaitis
Well, Marina, it seems like as you described this, you sound like such a master, and, hey, you’ve got a lot of experience in some organizations, you’ve learned some things the hard way, and you’ve codified some of it. So, beyond simply reading your book Hack Your Bureaucracy, do you have any tips on how we can, generally, become all the more savvy and hip to this skillset?

Marina Nitze
Yeah, I think this is one that anybody can learn. I don’t think you have to get a bachelor’s degree in it by any means. And so, I would start with just identifying a problem in your space of, again, whether it’s you’re annoyed by a Homeowners Association rule, or since this podcast is about being awesome at your job, something in your immediate department, or maybe at a slightly higher level on your organization that you want to change.

And then I would go about trying to change it. Talk to your peers. Enlist other people in the journey of making the change. Try the normal way. Understand and ask why, “Is it the way that it is? Is there some law or policy, or is it just that a CEO, three CEOs ago, said that it was the case, and no one has ever questioned it since?”

And then you can build up your skills there. I would definitely recommend picking problems, if at all possible, that don’t involve life or death as your first bureaucracy hack. Pick something a little bit lower stakes. And then as you build up your bureaucracy-busting muscles, you can take on harder and harder problems.

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

Marina Nitze
One last thing I’ll just say is it’s also a lot of this sounds like you’re really in the weeds, and it definitely is, but it really helps to hold a north star. And that was something that I built early on when I was at the VA. But literally, it just started with a bunch of Post-It notes, but saying like, “What could the VA be? If we get through all these bureaucracy hacks, like what is the VA at the end of the rainbow, as it were?”

And, actually, so the Federal Government has an equivalent to the Grammy’s or the Emmy’s called the Sammy’s. And the VA won the Sammy for the whole Federal Government for customer service two weeks ago.

Pete Mockaitis
Congratulations.

Marina Nitze
And that was such an incredible vision, that from ten years ago, that it wasn’t even on my vision board. So, I just encourage you, it’s nice to have a north star, and it can also motivate you through the dark times to know, like, what the big picture you’re working towards is even if you have to make a lot of concessions along the way.

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

Marina Nitze
Absolutely. It’s Lily Tomlin, and it’s, “I always wondered why somebody didn’t do something about that. And then I realized, I’m somebody.”

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

Marina Nitze
I love re-reading Daniel Gilbert’s Stumbling on Happiness, and the research that you’re just kind of as happy as you were before no matter what bad things happen to you, or no matter what decisions that you make. That helps make some decisions feel a little lower stakes.

Pete Mockaitis
Okay. And a favorite book?

Marina Nitze
Well, a book that I really modeled our book off of is The Success Principles by Jack Canfield because I love that you can just open to any page and get like a little mini dose of inspiration without having to commit to reading a 300-page book.

Pete Mockaitis
Okay. And a favorite tool?

Marina Nitze
Definitely the stakeholder maps or the journey maps, that it would be like when you’re mapping out a process from end to end, all the different steps, all the people working at the steps, what the error rates are, what the volume rates are, what the wait times are. I love those immensely. And maybe, as a meta toy, it would be my enormous dry erase board sticker because it takes up like my whole wall, and it’s where I draw all my maps.

Pete Mockaitis
Oh, so it’s a dry erase board but it’s like a Post-It, or you say sticker?

Marina Nitze
Yes, it’s from 3M. Yeah, it’s like six-by-twelve feet. You can buy them in different sizes. And mine, I’ve had it for five years now, and it’s held up perfectly, but I accept I’d have to replace them.

Pete Mockaitis
But you could reposition it with the adhesive.

Marina Nitze
I had never tried that. So, yes, you could reposition it, but most of my vision was if I got it…you know how you dry erase something for a while and you’d kind of have that red hue that you can’t get rid of? I envisioned, I could just, “Oh, great. I can just unstick the board and put up a new one.” But I haven’t even had to do that yet, so.

Pete Mockaitis
Then you get it done.

Marina Nitze
Yeah, I use it all the time.

Pete Mockaitis
And a favorite habit?

Marina Nitze
Inbox zero. It took me many years to get to that point but now I get super anxious if I even have, like, five unprocessed emails.

Pete Mockaitis
Oh, Marina, maybe we need to have you for a whole another episode to discuss that.

Marina Nitze
It took a lot of work to get there.

Pete Mockaitis
So, a quick follow-up, what have been some of the most game-changing insights, or approaches, or tools, or hacks to pulling this off?

Marina Nitze
One, definitely, the snooze feature in Gmail helped a lot because some email it’s a hotel reservation one, or something about a meeting agenda for next week. I snooze it till one minute before I need it so it gets out of my inbox but I know it’s going to appear when I need it. Another piece is really from David Allen’s Getting Things Done, which is I just have to make a decision about what to do in the email.

I don’t have to do the thing, so that reduces the friction of like, “Oh, my God, I don’t have time to write a 20-page report.” But I don’t have to. All I have to do is capture it in my to-do list that I have to write a 20-page report, and then I tag the email as having a task, and then I can get it out of my inbox. I’m also a pretty merciless un-subscriber, and I love apps like Matter, for example.

Anytime I get an email newsletter, something I’m supposed to read, that automatically gets forwarded to Matter and delete it from my inbox, so that when I’m in the mood to read, or David Allen, in the context to read, I can just pull up my Matter app and I get all my reading material in one place so it’s not in my inbox.

Pete Mockaitis
All right. Is there a key nugget you share that really seems to connect and resonate with folks; you hear people quote it back to you often?

Marina Nitze
Yes, it’s the idea of cultivating the karass. Karass is a concept from Kurt Vonnegut’s Cat’s Cradle, which is that, in the book, that God has hidden other people on the planet to help you accomplish a goal. We use it in a little bit more of a secular way, which is imagine if, instead of thinking that all people in your agency or your department are out to get you or out to slow-roll you, imagine that there are people that are out to help you, and they are just hidden around as security guards or secretaries or accountants. And how can you find them and then band together to get your goal accomplished?

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

Marina Nitze
HackYourBureaucracy.com. We have a blog where we’re continuing to share more bureaucracy-hacking tactics and stories. And then you can follow me on Twitter at @MarinaNitze, N-I-T-Z-E.

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

Marina Nitze
Yes, find your karass. I mean, the best allies I had when I was in government trying to get through some of the hardest projects were literally the security guards and the executive assistants. And so, you just never know who your best allies are. So, go out there, meet as many people as you can, and hack your bureaucracy.

Pete Mockaitis
All right. Marina, thank you. This has been a treat. I wish you many successful hacks.

Marina Nitze
Thank you so much. You, too.

809: How to Make Wise Decisions using Quantitative Intuition with Paul Magnone

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Paul Magnone reveals how to make smarter decisions by tapping into both data and intuition.

You’ll Learn:

  1. Why you shouldn’t disregard intuition
  2. Why we make terrible decisions—and how to stop
  3. Powerful questions that surface brilliant insights

About Paul

Paul Magnone is Head of Global Strategic Alliances at Google where he is developing a growing ecosystem of partners that will unlock the next generation of business value via the cloud and related technologies. Previously at Deloitte and IBM, he is a systems thinker and business builder focused on understanding where technology is headed and answering what it means for a business. He is an adjunct faculty member at Columbia University.

Resources Mentioned

Paul Magnone Interview Transcript

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

Paul Magnone
Thank you for having me, Pete.

Pete Mockaitis
I’m so excited to dig into your wisdom but, first, I think we need to hear about your time working as a DJ when you were in college.

Paul Magnone
Oh, geez. Well, this was back before CDs were popular. We actually had a record library. So, this was carrier current radio, I didn’t do parties. It was college radio. And it was just being at an engineering school, it was a very liberating evening, whether it was Mondays or Tuesdays, depending on the semester, very liberating evening to go in there and just go into the record library, and do your thing. And it was me and a friend, Jim, who maybe he’ll be listening to this. I’ll tell him to listen in. And he would go and get every Led Zeppelin album, and then he would say, “The rest is up to you.”

So, depending on what was happening on a given week, I would manage the programming, and it was a little David Letterman-ish on the commentary side, but certainly heavy rock and roll, and it certainly scratched an itch in the midst of all the engineering school.

Pete Mockaitis
That’s funny. Well, when you talked about Led Zeppelin, that reminds me, isn’t that like the quintessential DJ thing to say, “Get the Led out”?

Paul Magnone
There you go. Well, you would go and get all the Led Zeppelin and not care about anything else. So, I said, “Do you like anything other than Led Zeppelin?” He said, “Yeah, absolutely, but you handle all that.”

Pete Mockaitis
That’s great. Well, that’s a great system there for decision-making right there, is that he had a system which was Led Zeppelin, and you had to work a little harder with your music decision-making. That’s my forced segue, Paul. How am I doing?

Paul Magnone
They’re pretty good. Pretty good, yeah. So, it was option one was always locked in, and then it was what was the next option, so.

Pete Mockaitis
All right. Well, so you have codified some of your wisdom in the book Decisions Over Decimals: Striking the Balance between Intuition and Information. And, can you tell me, when it comes to this decision-making stuff, do you have a particularly surprising or fascinating discovery that you want to share right off the bat?

Paul Magnone
Yeah, I think why this is intriguing to people, and we’ve spoken to thousands of executives and probably thousands more students as we teach at Columbia University when I say we, first of, it’s myself and Oded Netzer, who’s the Vice Dean of Research at Columbia Business School, and Christopher Frank, who is currently Vice President at AmEx Market Insights, leading the market insights team there. And we’ve come together over the past seven years, and we teach what we have learned.

So, obviously, there’s a heavy dose of theory here, but we’re practitioners, we’re in the trenches. And so, what we reflect back is “What are the practical tools and techniques that lead to better decision-making?” And you start to discover that it’s a hot topic but it makes people anxious. So, we live in a time today when data is exploding and yet it feels invasive and intimidating. So, for a lot of people, data is just not fun. And other people say, “I love data,” and then they kind of fumble the football.

So, in reality, we’re fortunate to have this staggering amount of information at our fingertips and yet we often hear people say, “But I don’t have enough data.” Okay. Well, maybe you’re not putting things in perspective. And, ultimately, with all this information and all these things that are flowing by, we consistently see poor decision-making and wasted investment, wasted resources at companies, wasted just time and effort and so forth, and we took a step back and said, “Well, why is this? Is it caused by fear, or overconfidence, or bias?”

And we realized that, with some focus and some of the techniques that we talk about, we can build a tribe of better decision-makers and maybe make a dent on all these wastes. That’s kind of our motivation behind it all.

Pete Mockaitis
All right. Well, that sounds exciting and I’d love to dig into just that. I’m intrigued then, in your subtitle, you got “Striking the Balance between Intuition and Information.” We’ve got boatloads of information. When it comes to intuition, first, could you define it for us and what’s its role here?

Paul Magnone
Yeah, so that’s a great question. And the fact is where you’re constantly challenged by people saying, “So, you’re going to teach me intuition? Don’t you either have it or don’t have it?” And the answer is, “Well, people often have intuition and they’re not listening to it.” And so, when you look at what’s referred to as the theory of learning, there’s competence and complexity. So, you begin, think as a toddler, you don’t know what you don’t know. And, suddenly, you start to put some things together, you start to hear some things, and you start to see patterns, and you start to learn.

And then, as you start to learn, you realize there are things that you don’t know. So, now you’re at the next level. You’re now conscious about your incompetence. And as you progress up this ladder, and there’s multiple steps along the way, you eventually get to the age of…or to the point of a teenage driver, a driver for the first time. You’re now, hopefully, consciously competent, you know what your limitations are, you know what’s happening around you. And by the time you get to be a seasoned driver, you don’t have to think so much when you’re making a choice.

When you’re driving and you’re a seasoned driver, and there’s a snowstorm, you might turn down the radio a little bit because you want less input signal, but you have a sense, and you’re sensing with your fingers what’s happening, you’re sensing all around you, and you might not even sense what’s about to happen but you see up ahead, “Hey, I remember that when I get to a curve like that, in a situation like this, with the weather this way, I should probably do the following.” So, there’s a sense of acumen that builds up over time.

And the fact is, in a business world, we say, “No, no, I just want the data. Just tell me how much it’s snowing. Just tell me the tire pressure.” Really, is that all you need to know? Or, do you really need to sense and respond in real time, and really get a sense for what’s happening? And really terrific leaders talk about the fact that they have a feel for the business. So, let’s take your question and go ask some business leaders, “What do you mean by feel for the business?” They may have different answers, but, ultimately, it’s some level of intuition about their business, how it’s impacted by the world, how their business impacts the world.

And so, this notion of intuition is the companion to all the data that we dive into or that we think we want to dive into. And so, the notion is we have to balance that. So, rather than make a decision based on just data, or based on just gut or intuition, trust your gut – there’s another wonderful top gut by a colleague of ours – what we’re saying is that balanced view is what’s important, and threading that needle, and building the toolkit for yourself so you can balance the data and the human judgment, that’s the path forward.

Pete Mockaitis
That’s beautiful. And I see additional interplay there associated with intuition. We have hordes of data at our disposal. It can be hard to even know what sorts of analyses to run on that, and intuition can serve up fantastic questions for investigation or hypotheses, like, “You know, I have a sense that maybe this is going on. Now, let’s take a look at data to see, in fact, if it is or is not.”

Paul Magnone
Yeah. And we hear a lot about data scientists, and, “Well, I need a data scientist.” To do what? At the end of the day, there’s a set of people that need to come together to drive a decision. There’s the business leader who should be data-driven, who should be paying attention to the data, but not only paying attention to the data. There is the data scientist, there is the data engineer who brings all the data together, but there’s also a data translator. And that person really ensures that what we’re solving for aligns with the business need.

And we also like to talk about a data artist, because, at the end of the day, we need to tell a story, and you need to compel people to action, and doing that requires you to put all of this in some sort of frame that is understandable and digestible. And so, that’s kind of a team that comes together to say, “Listen, yeah, there’s all these components, but how do I compel people to make a choice and how did we make the right choice?”

Pete Mockaitis
A lot of great stuff there. Maybe to tie some of it together and launch us, Paul, could you perhaps give us a cool story or a case study of a professional who did some great work with both intuition and information to come up with some rocking breakthrough decisions?

Paul Magnone
Well, I don’t know if this was a rocking breakthrough decision, but I will tell a personal story about when I was working for, probably at the time, a Fortune 20, maybe Fortune 50 company. You guys can sort out who that is. And we were investigating whether to work with a heavily backed startup in Silicon Valley, and I was charged with doing the due diligence, the business side of the due diligence, and I had a colleague of mine who was leading the technical due diligence.

And after weeks of investigation, we looked and said, “You know, this is, I think, a fascinating company but we’re not sure even after weeks of investigation,” because when we got to some detailed questions, they hid behind non-disclosure agreements and other issues and so forth. And the technical side we felt, “Well, we could probably recreate what they did but maybe there was something compelling here that we didn’t understand, so maybe we’ll take a flyer on that and give it a shot.”

On the business side, they kept on telling us, “You know what, you’re going to have a wildly profitable business if you base your business on our new technology.” Now, in hindsight, there were some signals that got my attention, specifically, they weren’t answering questions in much detail. And then, finally, after pressing them, their business development lead sent me a spreadsheet, and he said, “Look through this, and you can model out how profitable your business will be based on our technology stat.” And I called them back five minutes later, and I said, “Well, either your spreadsheet is broken or your business is broken.”

And I know I took a provocative approach to my comment there, but that was built on the intuition that we were all starting to build up the perspective that there was something that wasn’t quite right. The spreadsheet, let me describe that for a minute. There was a very large Excel, with one cell that I was allowed to put a number in, and this was a business around computing infrastructure, so servers. So, there 10,000 servers in the cell.

And it showed, when you did all the math, it showed a wildly profitable business running 10,000 servers. And he said, “Put in a 100,000, put in a million. You’re a huge company. You’ll just do more.” So, I put in one server because I want to understand at the atomic level…

Pete Mockaitis
Yeah, fixed costs, labor costs, scale.

Paul Magnone
Yeah, what’s granular. One server. Wildly profitable. And I said, “Oh, that’s interesting.” So, I put in zero servers. Wildly profitable. So, either they had some magic or there was something that was wrong. Now, why do I tell this story? At the end of the day, we had data, we had insights, we had spent time with them, but, really, it was that blend as I described before of a lot of information, or seemingly a lot of information, but our intuition telling us, “We’re really not seeing the right information. There’s something they’re not showing us.”

And by pushing on that button right there, it opened up a further discussion. We, ultimately, wound up not doing business with them.

Pete Mockaitis
That’s good. That’s good. So, tell us, how can we become similar Jedi masters, Paul, to get that sense of, “What’s missing? And how do I push on it?” Any key questions or frameworks or tactics that get us to making more good decisions more often?

Paul Magnone
Sure. Sure. So, there are really three fundamental ideas to lean on, I think, behind the book. So, leaders have just an enormous amount of data but we all see it. They’re not making better decisions. So, why is that? So, they’re denouncing the data, or they’re choosing to trust their gut, or they’re spending so much time trying to get a perfect decision. And they think the same data is the new oil so there’s spending as much as they can to build a bigger and better data refinery for that oil.

When, instead, what leads to a great decision is the balance that we’ve been talking about. So, that’s the first thing. Don’t lean in to one side or the other. Focus on that balance. The second thing is you don’t need to be a math whiz to drive great decisions. The smartest person in the room is the person who asks the better question. And that person, that leader, blends information and the intuition and the experience, as we described before, that leads to the better outcomes.

Think about it, you’re in a meeting, and the person who had the factoid, you don’t go up to that person and say, “That was amazing that you had that fact at your fingertips.” But the person that asks the question that nobody expected, that insightful thing that cuts right through, that’s the person you want to go have coffee with, right?

And the third thing is, as humans, we are terrible decision-makers, and, largely because we don’t have our bearings. And so, one way is to really explore what’s happening in the decision and the moment that you make it, and one way to look at it is you’re balancing time, risk, and trust. And if you think about that, “Do I have no time? It’s a crisis, or, do I have a lot of time?” Are you a fireman or are you in Congress? Do you have a lot of time?

Is it a high-risk or a low-risk situation? Are lives at stake? Are billions at stake? Or is it a throwaway decision, and it’s a reversible decision? Some decisions people agonize over and yet they’re reversible. And then the last part, trust, do you trust the data? Do you trust the person that gave you the data? Do you trust the organization that stands behind that data?

So, as you triangulate all those three, that in itself is a framework that should help you make some better decisions. Ultimately, we pull all this together and we refer to all of this as quantitative intuition, which is intentionally an oxymoron because you’re bringing the quant side with the intuitive side. And we define that as the ability to make decisions with incomplete information, and you’re using three techniques: precision questioning, contextual analyses, and the synthesis to see the situation clearly.

Pete Mockaitis
All right. Well, could you perhaps walk us through an example in which we’re applying these principles to an actual decision?

Paul Magnone
Sure. So, let’s talk about a day in the life of one of your listeners.

Pete Mockaitis
All right.

Paul Magnone
Because you love your listeners, of course.

Pete Mockaitis
We sure do.

Paul Magnone
There you go. So, your leader comes in on a Monday or a Tuesday, and says, “How do we react to this headline from the competitor?” Or maybe you’re beginning a planning…yeah, right? I mean, it’d never happen.

Pete Mockaitis
My first question is which headline and which competitor?

Paul Magnone
Yeah, yeah, right. But everybody at this moment is thinking this just happened yesterday. Or, maybe you’re beginning a planning cycle for a new product launch. Or, maybe your business is in decline and you’re trying to decide where to place the resources that are scarce. So, in each case, regardless of your role, if you’re in product or sales or marketing or manufacturing, everybody’s taught like a bias to action, so they start to jump in, “What? Let me go dive in.”

And what you should be doing is defining what problem you’re solving first. So, put that problem in context, “Here, our competitor announced this. Here’s the headline from our competitor. Let’s zero in on that one.” Well, put it in absolute terms, put it in context, absolute terms. Look at it over time and relative to what’s going on elsewhere.

So, the competitor said, “I just sold 100 shovels yesterday.” “That’s awesome. I sold 200 shovels yesterday.” Or, “I sold 200 and the competitor sold 500.” While you’re busy high-fiving that you sold 200 shovels, your competitor is walking all over you. By the way, why did that happen? Well, there was a freak snowstorm in July. Okay, so were you going to base your business and change your strategy based on an anomaly? No.

So, what are the assumptions that are going into that decision? Do you believe those assumptions? Is that true? And is it maturely important to your business or is it a blip? These are kinds of the things that you need to think about, those parameters, so we can go through any number of examples. But I think your listeners are probably living this every day.

And through this all, they need to synthesize all these different datapoints. So, we preach a lot about synthesizing. What happens most often is people are in meetings and you’re summarizing what you already know, or you’re summarizing to get to a point that you think the boss has already said because they’ve already anchored you somehow with one of their early comments. So, synthesize the datapoints and then go to the data after that. Then go to the data, right?

So, start with those first principles, “What is it that we really know? What problem are we solving? Do we really want to grow a product line, or are we stable, or are we under attack?” And then make a recommendation after you’ve set the frame for the problem, and then interrogated the data. So, this is what we refer to as being a fierce data interrogator, not a random data interrogator.

So, ultimately, we think of this as jazz. It’s not waterfall because a lot of the behaviors in these different disciplines – products, sales, marketing, manufacturing – tends to be rigid, it tends to be a waterfall, and they don’t read and react – to borrow a term from sports – they don’t read and react in the moment. And, ultimately, it needs to be jazzed.

You know the theme of your business, and you may go often at different directions but you’ll come back, and the drummer is going to go and do something, and, hopefully, it fits in the context, and you’re going to come back. So, it’s jazz. Go to the question, go to the technique that’s valuable in that moment, and don’t just rely on kind of the rigid thinking.

Pete Mockaitis
So, when you talk about jazz, I’m imagining it like, for marketing, “We launched a campaign, and then we see how it did, and then we interrogated, in terms of we get some contexts. Like, how well is that campaign performing based on general benchmarks, or historical other campaigns, or competitors, if we can know that?”

And then you say, “Oh, wow, that’s awesome. Let’s double down the budget in this channel with this messaging to this segment,” or, “Uh-oh, that’s very disappointing. Let’s perhaps reallocate budget in a different vibe.” So, it’s like jazz in that something happens and we respond in flow to it as oppose to, “Nope, it says in this quarter we’re spending $50,000 on Facebook ads, and that’s what we’re doing.”

Paul Magnone
Right, “Let’s go to the spreadsheet and say what I’m permitted to do.” That’s not thinking. That’s reacting. And that same marketing lead, marketing team, what you described is Monday morning. Wednesday morning, they have a different headline, and their competitor just announced something that’s shocking. So, in one scenario, they’re being proactive on a product launch and seeing the results, and then doubling down, as you said. In another scenario, they’re suddenly under attack, and that was all in the same week. So, how do you make decisions in those different situations, right?

Pete Mockaitis
All right. And so, I want to talk a little bit about your phrase quantitative intuition. It sounds like you described a bit of that. But how do we get better at that in terms of this number feels high, wrong, low, crazy? Like, how do we know that or get there?

Paul Magnone
Right. Well, we try to not say crazy but, yeah, it’s really those three dimensions that I talked about at the end there. It’s precision questioning, contextual analyses, and syntheses. So, let’s break all those down. Precision questioning, as I said before, we tend to kind of react to the factoids and not take a step back, and say, “Well, listen, let’s put all this in context. What are the first principles? What are the fundamentals of our company? Am I reacting to an anomaly? Or, am I really making a decision based on a thought-out element?”

And precision questioning is really a technique where you will ask, “You know what, I want to understand what to do with a millennial audience.” “Great. Could you say more?” “Well, I want to understand how to sell this product to a millennial audience.” “Any millennial audience?” “I want to understand how to sell this product to a millennial audience that has this kind of budget.” You’re asking more granular questions until you get to an atomic level that people say, “Oh, what you’re really looking for is this well-defined decision, this well-defined task.”

And most often, we don’t spend the time to get granular. And one of the techniques that we talk about to do that is, we call it an IWIK framework, “I wish I knew,” and just the nature of that question implies permission, “What is it you want to know? What is it you know about a millennial?” So, spending the time, it requires a little patience. But spending the time upfront to do that precision questioning to narrow and get clear about it, to get concise about the thought, is critically important. That’s the first piece for precision questioning.

The second piece is the contextual analyses. So, as I said before, look at everything in context. What is the situation in absolute terms? What is it over time? What is it relative to what else is going on with my competitors, with other divisions in my company? And as you look at that context, you’ll come to the realization, “This is important to my business or not. Is this a blip? Or, this requires us to really consider a change to our strategy.”

And then the last piece is the syntheses, which almost no one does. Everyone summarizes and gives you every piece of information. Some of this is pride, “Look, I spent three weeks putting together 47 incredible spreadsheets and reports.” “That’s awesome. Put that in the appendix and tell me what you’ve learned from that. Tell me what’s surprising you in that. Tell me what is crystallized that you, as a smart person that we hired into this company, believe based on what you’ve just interrogated.”

Most of the time, people bring that to their leader, and say, “Look at all this work that I’ve done.” And the way we like to think of syntheses is everybody is the director of a movie. If you look at a movie, maybe an hour and a half, two hours, there’s what? Hundreds of hours on the cutting room floor because you don’t have to tell every detail. You can put all that in an appendix, but focus on what’s critical and what matters.

In journalism, they talk about not burying the lead, being very critical about what is the most important aspect. And we get away from that in business. So, you pull all that together and that’s what we refer to as quantitative intuition. And so, we talk about a set of techniques to go through that.

Pete Mockaitis
Beautiful. Thank you. Well, I’d love to hear, do you have some super favorite questions that you’ve relied upon and you find super valuable in many different decision-making contexts?

Paul Magnone
So, yeah, it’s a great question. And we’ve talked before about putting things in context, which I think is one incredible pillar. But one of my favorite questions is a very short question, which is, “What surprised you?” Real simple. And the fact is if anyone has ever gone to a party, what happens when you leave the party? The people that you’re at the party with don’t talk about, well, yes, they had enough drinks, they had enough food, but that’s not the conversation. It’s what surprised them about the interaction between people, what surprised them about a particular situation.

So, in our personal life, we make the space and we give ourselves permission to have a conversation about surprise. But in the business world, no, no, no, the boss wants to talk about this, “I have a sneaking suspicion that we should be interrogating this other dimension but I’m not even going to bring it up.”

So, if you make the space for surprise, if you have the courage, or, as a business leader, you ensure that your team feels empowered to say, “Yup, we’re going to do the analyses that was asked for, but I’m going to make the space for surprise, and say this is an outlier that doesn’t make sense. This is an outlier that I think we should interrogate more. Or, really, we’re investigating the wrong thing, and the surprising thing is here’s a critical issue.” So, be open to that surprise and make the space for that conversation.

Pete Mockaitis
I love that question. Please, Paul, more like that.

Paul Magnone
Yeah, we talk about IWIKs, “I wish I knew,” that’s probably one of the most critical techniques that we talk about. And, really, as I said before, you’re going back and forth between these various techniques, and you may find something in the surprise. This gets back to the jazz. When you have that surprise conversation, people can then say, “Oh, you know what, I want to go back and redefine the problem. I want to go back and maybe do a different set of IWIKs to explore an area, explore an adjacent area, explore a different area because, now, I’m tuned a little differently.”

So, really, it’s a lot of back and forth with these techniques. We also talk very much about guesstimating because, at the end of the day, what we’re taught from grammar school and up is “What’s the answer? What’s the number?” And mathematical precision matters, I’m an engineer by training. Everybody of the three authors were all technical, but guesstimating is really helpful.

So, the classic problem is, “How many piano tuners are there in Chicago?” Well, you don’t need a census to go do that. You can figure that out on the back of a napkin. And the majority of people are asked on a daily basis to provide an estimate on the back of a napkin, “Well, what do you think? What’s in the zone here?” because we can course-correct once we know that we’re in the zone. And they’re at a loss for, “Well, how do I guesstimate?” So, we talk about a series of techniques around guesstimating.

Pete Mockaitis
You’re bringing me back to my case-interview days, Paul.

Paul Magnone
There you go.

Pete Mockaitis
Good times. All right. Well, so lots of good stuff. Could you bring it together in a cool example in terms of a person or a team used a number of these techniques from beginning to end to reach a fantastic decision?

Paul Magnone
Sure. One other company, this is one of the other authors had this direct experience, so we will again mask the company to protect the innocent or goofy, either way. But there was a question around what was the performance in a region of, again, a Fortune 100 company. What was the performance in a region?

And there were about 47 markets in the region, and looking through the region, they did the analyses. They practically looked at IWIKs, and said, “Here’s what’s important in the region. Here’s what we’ve discovered,” and made their quarterly business recommendation on where to put more investment, how to align the team, and how to allocate the resources.

At the end of the meeting, the senior leader said, “This is terrific. We really have our bearings here. Is there anything that surprised you in what you’ve seen so far?” And this was Chris, Chris Frank, said, “Yeah, what really surprised me is there are 12 of the 47 segments had a sharp rise in customer satisfaction, and I can’t explain it.”

So, what he did is he buried it in the appendix because it wasn’t terribly clear. And after a lot of time doing the correlation and the analyses, there was no answer to why, and so they were just outliers. So, the leader said, “So, read off what those 12 markets were.” And as he read through them, they mapped one for one with a pilot program that the company had in those 12 markets, and they intentionally didn’t tell anybody because they didn’t want to bias anyone doing the analyses.

And because of leading into that simple question, “What surprised you?” the whole room had a revelation that, “Oh, this is really a better way to engage our customers,” and that led to a multimillion-dollar investment in a customer engagement program that didn’t exist. So, the data was all there but they weren’t looking for it the right way, and they didn’t have the insight from their leader to ask the right question.

Now, if you used these techniques proactively, you would say, “You know what, I’m going to spend 45 minutes on here’s our quarterly business review, business report. I’m going to spend 10 minutes on here are some anomalies and surprises that I think we should investigate more.” So, as a practitioner, as a business person, and you want to be awesome at your job, make the space for that. Insist that, “You know what, you hired me for a reason. Here’s something that I think we should really look at.”

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

Paul Magnone
Yeah, I think that the last piece is about as simple as it gets. When you’re bringing people together, you need to tell them before they even get in the room, “Am I informing you of situations, so everybody’s up to speed and has a common knowledge base? Or, am I compelling you to action today? Am I asking you to make a choice? And then, have I armed you on your team beforehand with everything to make that choice?”

I don’t know how many meetings I’m in where partway through the meeting, because everybody texts during meetings, people are texting each other, “What is the purpose of this? What are we doing? Didn’t we already have this conversation?” So, being very deliberate is very much appreciated, and having a conversation for awareness is fantastic. But setting people up for a decision, and bringing everybody along, that’s really important because decisions are team sports. Bringing everybody along the right way really matters.

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

Paul Magnone
Yeah, this is a favorite quote, I use it all the time, “For every complex problem, there is an answer that is clear, simple, and wrong.” And so, that’s from H.L. Mencken, who’s a journalist in the early 1900s, and to me it speaks volumes of what we see today, where people have their fingertips on data and yet are just grasping at what seems to be the very first thing that they can answer with, and they’re not spending the time to dive in to the detail.

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

Paul Magnone
Yeah, I think I’ll share a book, which feels like a study. It’s Thinking, Fast and Slow by Daniel Kahneman. And so, in some ways, our book Decisions Over Decimals echoes and builds on the system-one and system-two thinking, and we’re providing practical tools and techniques that balance the data and the human judgment.

Pete Mockaitis
Okay. And a favorite book?

Paul Magnone
I’d have to go with The Road Less Traveled, the first version. I think he redacted or refuted some of what he said in his second version. But it’s very much about understanding yourself and how to solve problems.

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

Paul Magnone
Well, I’m partial to the Google tools, and then, of course, the techniques and frameworks that are in this book.

Pete Mockaitis
Okay. And a favorite habit, something you do that makes you awesome at your job?

Paul Magnone
I’m not a practitioner of meditation but I think it’s really important to get centered and take a step back, and say, “What’s really happening?” And I try and make the time to do that, ideally, on a weekend, and really gather and reset. So, however people do that, whether it’s meditation or a night out dancing, whatever works for you.

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?

Paul Magnone
I’m not sure it’s retweeted but I often say you can have your own opinions but you can’t have your own facts.

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

Paul Magnone
Well, our website is DOD, which stands for Decisions Over Decimals, it’s DODTheBook.com. You can reach out to myself or Chris or Oded on LinkedIn. And, obviously, in addition to everything else that we do, we teach at Columbia, so multiple ways to get a hold of us.

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

Paul Magnone
Make the space to share what you really think. As I’ve said multiple times, synthesize, don’t just summarize, and create that space to have real dialogue on the issues. So many times, that’s what we want and that’s not what we’re doing. And be brave and bold and make that space.

Pete Mockaitis
All right. Paul, thank you. This has been a treat. I wish you many wise decisions.

Paul Magnone
Thank you very much, and to you as well.