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818: How to Find Greater Clarity, Satisfaction, and Fulfillment in Your Career with Scott Anthony Barlow

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Scott Anthony Barlow shares powerful wisdom from many career changers on how to craft a fulfilling career path.

You’ll Learn:

  1. The massive costs of poor career fit
  2. Why you shouldn’t wait on clarity to act
  3. Three risk-free ways to get a feel for a career change

About Scott

Scott Anthony Barlow wants you to find work you freakin’ love! He is CEO of Happen To Your Career and host of the HTYC podcast, which has been listened to over 3 million times across 159 countries, and is the largest career change podcast in the world. As a former HR Leader, Scott has interviewed over 2000 people for jobs and completely rejects the way that most organizations choose to do work. He’s a nerd for self development, human behavior and ice hockey. Scott lives in Washington state with his wife and 3 kids.

Resources Mentioned

Scott Anthony Barlow Interview Transcript

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

Scott Anthony Barlow
Thank you very, very much. I am quite excited to be back.

Pete Mockaitis
Well, I’m excited to have you as well. And so now, Scott, we’ve had a lot of conversations that were not recorded, maybe for the best.

Scott Anthony Barlow
Accurate.

Pete Mockaitis
And one thing that I know about you is you are hardcore and inspiring when it comes to your goalsetting and you even have a nifty family goalsetting approach that involves your kids and a fun environment. Tell us the story here.

Scott Anthony Barlow
Well, here’s the story. My wife and I, we’ve set goals for probably approaching 15, maybe even approaching 20 years. I’m not even sure exactly when it started. I’d have to go back and do the calendar math. But all that to say we’ve been doing that for ourselves over and over again. And, actually, it originally started when we were trying to pay off about almost $400,000 worth of debt.

And so, we had this initial goal and so we started building skills around how to set and accomplish goals in order to get that nearly $400,000 paid down. And we eventually did that but then we realized, “Hey, this is actually working for us.” So, many years later after we had children and after Alyssa and I had started trying to focus on, “How do we be great parents? What do we want to instill in our children? What do we want to teach them?”

And after we started having those kinds of conversations, we realized, “Hey, we’re doing this thing over here, and, arguably, we’ve developed some skill at it, but we’ve taught our children almost nothing about that. Why is that?” And that’s where that question started. So, we eventually said, “Well, what would this look like? What would this look like if we wanted to take what we’ve learned about goalsetting and accomplishing some seemingly impossible things? And then how do we get our kids to want to do that?”

Because my kids now are teenagers, all of them are teenagers, and at the point in time we started doing any kind of goalsetting with the kids, they were, I think, nine and 11 and approaching teenage years, so they were at the ages where they don’t know necessarily want to do everything that we think is a great idea.

So, we said, “Here’s what we’re going to do. We’re going to do it in a crazy environment that we wouldn’t normally do, something that seems so serious, and then we’re just going to try and make it as fun as possible.”

So, we said, “What would that look like?” Well, we had just ordered a new hot tub, so we said, “Okay, we’re going to take the duck, the rubber duck that we got as a gift from the hot tub company, and we are going to do hot tub goalsetting where we pass the duck around and we talk about each person who has the duck what they want to accomplish this year, and what would be fun, what would be amazing, what would be uncomfortable, and talk through those types of questions.” And that’s how it began, and now it’s turned into this regular thing where we meet each month in order to review how we’re doing against our individual goals.

And I think something that’s really wonderful and personally inspiring to me watching my kids go through and really take this and have fun with it and run with it is that they’ve done some things where they set it initially. Like, okay, here, my son, Grayson, my youngest said, “I want to break a world record.” And Alyssa and I did the thing that sometimes you do as a parent where you want to be supportive, we’re like, “Okay, Grayson, all right, that sounds amazing. All right. Fantastic.”

Where I’m thinking, “Okay, maybe we should start it with something else.” So, both Alyssa and I were able to successfully, in that case, suspend our beliefs about that, and say, “Okay. Well, how can you do that, Grayson?” He eventually, over about a two-month period, ended up researching what type of record he might want to break, decided on video games. He decided, “I want to be the first in the world to speed run this particular game.”

Pete Mockaitis
Which one?

Scott Anthony Barlow
Kirby. One of the Kirby games. It’s the most recent one, and, I, for some reason, it’s totally escaping me what’s it called.

Pete Mockaitis
Okay, so speed run a Kirby game. All right.

Scott Anthony Barlow
Yup. So, he did that, and two months in, after he set the goal, he literally was the first person in the world to get this time on that particular Kirby game. So, he has the screenshot to prove it. It’s like it literally said, “You’ve accomplished a world record.”

Pete Mockaitis
Well, that’s nice to hear.

Scott Anthony Barlow
Yeah, but here’s the thing about that. We started realizing that, “Wow, this is incredibly powerful, not just for us but even more so for our children,” because both Alyssa and I, we really didn’t honestly get into things like goalsetting or really figuring out what it is that we wanted to do, wanted to accomplish, what type of life or career do we want to live, and it’s quite powerful once you decide that you want to do something, figuring out the very best way that that can actually happen in reality.

So, Grayson literally broke a world record.

Pete Mockaitis
That’s so cool. That’s so cool. And you have seen transformation with many people in your work, your organization, and podcast Happen to Your Career, and now book Happen to Your Career.

Scott Anthony Barlow
And now book, yes.

Pete Mockaitis
Yeah, transforming folks. And you’ve seen a lot of folks set a career-related goal and go get it. Can you maybe orient us, generally speaking, what is it you do and know that’s fresh and unique?

Scott Anthony Barlow
I think that with the book, it was very much we wanted to be able to reach people a different way because, really, what we do as an organization is we are very focused on helping people find what their own personal version of extraordinary is, what does a wonderful fit look like for them as it relates to their career, and, ultimately, their life because, first and foremost, we can’t really separate out many of the decisions that we make for our career. They have a tendency to be inseparable from the rest of our life.

So, if we keep that in mind, then that means that anything that we are defining as extraordinary for our career is absolutely going to impact all of the other areas of our life. So, we get the opportunity every single day to be able to help people all over the world with defining what they want their life and career to look like, and then going and making that happen, going and getting it, this seemingly impossible thing, making that and turning that into their reality. And that’s what we do every single day both with the book as well as when we get to serve people as clients.

Pete Mockaitis
That’s really cool. And so, I would love to get your take, when it comes to people and their careers, just what is at stake for professionals if their career is a great fit versus okay-ish fit?

Scott Anthony Barlow
We all only have so much time on the planet regardless of how you feel spiritually or what you believe. We only have so much time here, and I want to, personally, make sure that, for me, my time is spent in a way that I am able to contribute to other people in the way that I want and serve other people the way that I want, but also building the type of life and career that I want to live.

And I find that not everybody is looking at it that way necessarily. But the point that I would make is that if we’re all, or at least most of us, are going to spend arguably most of our waking hours doing some type of work, some type of service, if you will, then that means that we should probably find a way to do it in a way that is much more meaningful to both us plus the people that we get to work with, around, serve, and that’s how I look at it. I look at it as an opportunity to be able to do life completely differently.

Now, here’s the sad reality. So, although I can say that, and although I believe that, and I think a lot of people might agree with that, depending on which study, depending on which research you look at, it is someplace between half a percent and about 13% of people in the entire world that are just enamored with their work. And that’s dismal.

When I look at that and say, “Almost nobody in the entire world is really enjoying their work and finding it fulfilling in the ways that are wonderful for them, then that’s sad, and that needs to change, and that’s not okay.” And I know that you’re referencing a particular part in the book when you say, “What’s at stake?” We begin the first chapter and we tell a story of Michael. And in Michael’s case, he was working for a pretty large studio, one that most people have definitely heard of, a movie studio.

And that particular studio, he had actually had really a pretty wonderful career up until the last three years that he was there. And he found himself in a new promotion, new situation, that what was once a dream job for him was no longer that dream. It turned into a pretty terrible situation, one that was no longer a fit. And it became really bad, bad to the point in which Michael had considered self-harm, which is not a thing to joke around, but we’ve had many stories like that.

And in Michael’s case, he realized that this was bad for his mental health, it was bad for his physical health, it was ultimately just really a terrible fit for him. And by continuing to stay in that type of situation, he was possibly going to give up the opportunity to have any other type of life, let alone a life at all.

And so, this is a little bit of an extreme situation but it happens much more frequently. What I’ve learned in working with people all over the world is this is something that happens pretty frequently, where people’s health is severely impacted by what most people would look at, and say, “That’s an amazing job. That’s an amazing opportunity,” from the outside looking in.

And in Michael’s case, here’s the real thing that was at stake. If we fast forward about roughly a year to where Michael ended up making a career change, we got the opportunity to meet him and work with him. Alyssa, my wife and I, we had ended up actually meeting him in California and we met at this little diner down in Pacific Beach, and he was telling us, as we were eating banana pancakes, that it was the first time in his life where he had considered that work could potentially be fun. Like, that had never, ever even entered his mind. Like, literally, it was not a possibility for him.

So, he went from this situation where it started out as seemingly wonderful to him, he moved up the ladder really, really quickly, and arguably was good in a lot of very challenging ways. But then it became not so good, and, ultimately, he didn’t realize that was a fun possibility like that but it was something that if he stayed in that situation, it could be not a possibility. I guess that’s the word I’m looking for. I’m looking for a way to even describe that, like what he was feeling and the emotions that he was going through at that particular time. But imagine that if he had stayed. He literally never would’ve found that. So, I think that’s an example of what’s at stake.

Pete Mockaitis
Well, that’s powerful and an eye-opener that folks who may be listening, it’s like, “Fun, huh? It’s going to work for a reason. It’s a job. It’s not play.” And so, that could be a lightbulb for many, like, “Oh, yeah,” some folks really do have fun at work. They find it meaningful, engaging, and life-giving, energizing, so some groovy stuff. And, of course, I think it’s also fair to say, with realism, that no job is 100% euphoric 100% of the time. Is that a fair statement? 

Scott Anthony Barlow
Yes, I do believe that that is a fair statement. And I’m curious with your opinion on that, because there’s been many times where you and I have had pivots and how we personally think about work.

And I remember talking to you, and even our group at one point in time, where it’s like, “Hey, I have checked the box in many of the things that I wanted to work in for a while. My role has changed and this was wonderful, and it’s no longer wonderful anymore.” So, I think I point that out because even if there is a situation that is great, and even if it is a great fit, part of the challenge, part of the reason why figuring this career thing out, figuring out what extraordinary looks like, is so challenging is because it’s actually a moving target as we go through different seasons.

Like, you have three kiddos now, right?

Pete Mockaitis
Right.

Scott Anthony Barlow
Do you want the same things that you did when it was 10 years ago with no kids?

Pete Mockaitis
Yeah, I’m not quite as interested in as much travel and hustle, and it’s like, “Oh, sweet, I’ve got 11 coaching sessions today.” It’s like, “I would not find that sweet were that to happen to me tomorrow.”

Scott Anthony Barlow
Yeah, and I think that’s true for everyone, and I think that that’s normal. The really interesting thing, the thing I find fascinating is that we have a tendency to beat up on ourselves in so many different ways. When that changes, we don’t realize our wants and needs have changed and we’re still trying to shove the, I don’t know, square peg in the round hole, insert your cliché here.

We’re still trying to do the thing, we’re still trying to keep going, we’re still trying to beat our head against the wall, and I don’t really hear too many people talk about, like, it’s actually okay to change and it’s part of the game. But, simultaneously, that’s part of what makes it challenging to figure out what a great situation, what an amazing situation, what we call the unicorn opportunity situation looks like for you.

Pete Mockaitis
All right. Well, let’s talk about figuring it out. Clarity, we all want it. How do we get it?

Scott Anthony Barlow
Has anybody ever asked you for, or has said to you, “Hey, I’m looking for clarity in this particular area or that area?”

Pete Mockaitis
Oh, sure. Absolutely.

Scott Anthony Barlow
Okay. All right. So, we get that all the time, and the really interesting thing I found about clarity is that when we’re asking for it, we’re often looking at it as a destination. We’re often looking at it as a, “If I just figure out what it is that I want, then I can go and do the thing.” However, when we look into even the origins of the word clarity, we find that it has many of the same root words as declare, the same root word which is clarare, right?

And what that means, when you start to break down the history and the evolution of that word, is that it means to act or an action is required, the action of declaring, the action of declaring something as a priority is really what leads to any kind of clarity. So, so many of us think that we need to go and figure out the thing. We need to get all our ducks in a row. We need to go away and sit in a cabin for a month, and then we will emerge, and we will have clarity, and it’ll be amazing. There’ll be rainbows and butterflies. I’ve got a unicorn back here. It’s going to be awesome. And that’s not actually how it works, as it turns out.

Instead, what we find is actually true is that clarity comes from the simple act of declaring something as a priority for you, declaring something as more important, which obviously takes courage. It takes courage to be able to say, “My wife is more important than all of these other things.” I think many of us would say that but very few of us, I find, are willing to act on that in a way that takes courage. So, I’ll give you a quick example from my past.

Like, if my wife calls me right now, I’m literally going to pick up the phone. There she is right there on the phone. Not everybody can see that but if she calls right now, I’m going to pick that up because she is the most important thing in my world. Is that weird, as in socially kind of unacceptable? I would say so. Probably.

Pete Mockaitis
Yeah, I’m going to light you up. Well, I wouldn’t because we’re pals.

Scott Anthony Barlow
It’s a good thing we know each other, right?

Pete Mockaitis
But, yeah, other people would say, “What the heck, dude? Seriously?”

Scott Anthony Barlow
Yeah, and that feels, honestly, when that happens, very uncomfortable for me. Also, if I’m going to behave like my wife is the most important thing in the world to me, then I should treat it as such. So, that’s a really small example but think about what goes into that. I have to think through, first of all, “What is most important to me?” And then I have to consciously make the decision that that is, in fact, the most important thing. In this case, the most important person, my wife. And then I have to be able to commit to that in a way that allows me to act as such.

And that’s part of what we’re talking about when we say, “What does it take to get to clarity?” Clarity allows you to be able to act, not action before clarity. Most of us think that we’re going to get clarity, and then we’re going to go do the thing. But, instead, it happens exactly the opposite way, “I’m going to declare what’s most important, and then that allows me to be able to make movement on whatever that most important thing is.” So, it is literally the opposite of how almost everybody in the world thinks about it.

Pete Mockaitis
And when it comes to doing that declaring and then living as such in harmony, in integrity with those declarations, might you discover through a little bit of trial and error that what you declared was actually not the most important thing to you, it’s like, “Huh, actually now that I’m in it, I’m realizing,” not this to be the case with your wife, “I’m realizing that this is not as important to me as perhaps I thought it should be, or is, or once was. Things have evolved”?

Scott Anthony Barlow
Yeah. Short answer is yes. I have many examples of that. But I’m curious, have you had that experience in the past? Have you gone through and realized that, “Hey, this thing that I thought that was most important one way or another, one area of life or another, is actually less important than what I think”? What are some of your examples? What are the Pete examples?

Pete Mockaitis
Sure. I think that that has come about…well, it’s so funny, like being awesome at your job. So, we have a whole show on this. So, I think that’s pretty important but I don’t believe that’s the number one most important thing in life. And so, it’s funny, when I think about other podcasts, I think that I would say they’re sort of like a pecking order or a hierarchy that I would rather folks listen to my show than true crime or sports or news, like for their own edification, I think. We’re going to do more of that for you than those things.

But if someone is listening to a show about how to be more kind, or spiritual, or healthy, or solving like a really challenging thing that makes their life and others miserable, I would rather you spend your time listening to that because I think that is more important than being awesome at your job. And, in fact, many of our guests do have a little bit of a mental health slant because there’s a real rich carryover in terms of if you’re mentally healthy, then you’re making better decisions, and you’re energized, and you’re able to bring good effort to stuff, so it’s like Yin-Yang, like reinforcing virtuous cycle thingy going down here.

So, I don’t think it’s either/or but I would say that, for example, I used to think, I don’t know if you remember a show “Boy Meets World.”

Scott Anthony Barlow
I do. I do. 

Pete Mockaitis
Okay, I’m about to drop a spoiler here.

Scott Anthony Barlow
Oh, dear.

Pete Mockaitis
But when Topanga gives up, I think, it was Harvard, her top dream school, to go be with Cory, I thought that was so dumb, I thought that was a horrible decision, I was like, “You’re young. What do you even know about love?” And I guess I think I’m high school-college age too when this comes about, and I just thought that was bananas because, at that time in my life, career really was sort of number one. And I hadn’t been in a relationship that serious, I suppose, as to make me think that I would give up such a career opportunity for a person. So, that was me then.

And now I think, “Well, yeah, if that’s like your soulmate, or the person you’re destined to be with, or someone who’s just really clearly the one, well, absolutely, you should probably give up just about everything.” So, that happened. I remember once I was at a Subway sandwich shop, and Kelly Clarkson’s “Miss Independent” was playing, and I started tearing up, it’s like, “What is even going on here?”

Scott Anthony Barlow
“What is happening right now?”

Pete Mockaitis
I think I was…like, if you listen to the lyrics, you hear sort of the story arc, and it’s about like that kind of a transformation. There is someone who is all about their career, independent, taking care of business, winning. And then she came to realize, “Oh, there’s something else that’s even more important.” So, yeah, I think that what you say about things being a moving target is dead-on in terms of there’s a time and a place.

And Ramit Sethi talks about this too in terms of like there’s a season where it’s like, “Growth, baby. Bring it on. More, more, more, more, more. I want the biggest stuff, the toughest challenge, and I’m just going to pour myself into work or whatever.” And then there’s a time where that season is no longer suiting you, and it might come back a little later. That’s the game.

Scott Anthony Barlow
First of all, can I just say that I love that you started that whole section of the conversation with “Boy Meets World.”

Pete Mockaitis
Oh, you may.

Scott Anthony Barlow
And, second of all, I think that there is this stigma, at least in much of North America and some areas of Europe, too, but there’s this stigma that it’s not okay to change, or that one way is the right way, or the direction that we keep going.

Pete Mockaitis
“And you’re a flip-flopper. We don’t like our politicians flip-flopping. We don’t like quitters or flip-floppers.”

Scott Anthony Barlow
No, no quitters, yes. And so, interestingly enough, the main reason that I have this company now is because I quit and went from one thing to the next thing, to the next thing, to the point where, we counted it up the other day, I’ve had, in the last 20 or so years, I’ve had 20 different roles, and all of that set of experience of being able to go through many, many different things came from quitting. And, actually, for me, personally, I felt a long time, like that was an inadequacy in so many different ways because it felt like as soon as things got really hard, or whatever, then I would get bored and then I’d run off to the next thing.

And although there was some level of truth to that, that wasn’t necessarily the full reason but that’s the story that I was saying in my head for myself. And it was furthered by the fact that that is the message that we unintentionally put out in society. 

Pete Mockaitis
So, when it comes to clarity, you said one way we get there is we declare the priorities, and then act in alignment with them. What are some your other favorite questions, practices, exploratory activities that can yield oodles of insight for the time we spend doing them?

Scott Anthony Barlow
So, first of all, let me give you a high-level overview of the process we often use with our clients, and the reason that we do this is, I mentioned earlier that it’s really difficult to be able to separate out your career from other things. When you plug yourself in, if you think about plugging yourself into a particular career choice, whether that’s the people that you work with, whether that’s the organization that you’ve said yes to for a job opportunity, whether that is whatever you’re getting paid, all of those things impact other areas of your life from your schedule to the pressures that you feel or don’t feel, to everything else.

So, it becomes really important that we’re looking at all of these things as a whole. So, I wanted to be able to say that first, and that’ll give you some insight as to why we often are approaching activities that appear to be more holistic or addressing other areas of your life even though we often focus on career. So, one of those things is, initially, we try to help people create what we call an ideal career profile. And really just think about that as literally what it sounds like. It’s a profile of what makes up your ideal career.

Now, when I say that, often people are thinking about occupation, and I’m not talking about occupation. I’m talking about the things like, “How you are utilizing your strengths within your work opportunities? What amount of money do you need to make in order to satisfy your other goals that maybe aren’t even financially related? Who are the types of people that you want to spend your time around knowing that the choice that you make and plug into is going to impact who you spend your time with?”

So, starting out, we put together that ideal career profile, and I’ll give you a few questions here momentarily, but then what we’re going to do with it is we’re going to take that profile, which is an educated guess, and then we’re going to test it out. The reason we test it out is, generally, we find that when people come to us and they’re wanting to make some kind of career change, and they’re wanting to move to a better situation, a more ideal situation, then they also are simultaneously not wanting to take significant risks, because a lot of times they are not fresh out of college, if you will, necessarily. A lot of times, they may have already determined that, “The career that I’ve pursued is no longer a fit in one way or another,” so there’s an aversion to risk.

And one of the ways that we can avoid risks while still getting wonderful input is by creating a small series of experiments in order to determine, “Is that hypothesis, that ideal career profile, actually the right direction? Am I giving some road signs indicating that I am, in fact, headed in the right direction for me?” versus just making another career change, or going back to school, or putting all the time and effort in only to realize that the names and the faces have changed, but it’s the exact same situation. So, that’s no good for anybody.

So, here is a couple things that we use specifically. Number one, if we’re evaluating strengths, let’s say, let’s take that as scenario, one question that is my favorite, and maybe you can answer this, too, or we can answer it together, “What do you find yourself gravitating to that isn’t actually a part of your job but shows up over and over again? Now, is that I’m supposed to be doing these spreadsheets and these financial projections but I find myself wandering the halls and going and asking my neighbor what they were barbecuing the other day because I’m fascinated about what do people eat?”

Whatever it is, what do you find yourself doing over and over again? That’ll give clues or indications, especially if it’s not a part of your paid role. And what I find is that, as you dig into that type of question, often you start to observe some patterns. So, let me ask you that really quick. When you think about your past opportunities, roles, paid, unpaid, whatever else, what do you keep gravitating towards, Pete, that really didn’t have much to do with what you’re supposed to be doing at the time?

Pete Mockaitis
Well, what’s funny is I’m think about consulting back in the day, I really loved recruiting, which was part of…all of us was supposed to have a part of recruiting, but I really loved being able to go to a career fair to being able to do case interviews or help people prepare for their case interviews.

Scott Anthony Barlow
I see where this is going.

Pete Mockaitis
Or more people-y stuff, like, where there’s an intern, I got to play manager just a little bit with a fresh intern. I thought that was really cool in terms of helping them learn stuff. And so, I was having fun with that for sure. And I think I also learned this isn’t just about skills or strengths, but just the environment. I remember, once I was so excited to be able to take a trip by myself to Kansas City where some very hallowed terminals where I could access some data that was, I guess, air-gapped from the cloud to go there and get the data.

And I was really stoked by this trip, I thought, “That’s kind of weird. I’m traveling somewhere alone to do a fairly manual repetitive task, and I’m stoked about it.” And what I was stoked about was the autonomy in terms of, “You know what, I can eat what I want when I want when I don’t have to check in with the whole team.” Like, “Hey, so you’re going to do lunch. Oh, okay, we’re going to wait. Okay, we’re going to wait for the senior people because they want to eat with us but they’re not ready to eat yet, so we’re just going to wait some more, but I really want to eat now but I can’t eat now. So, we don’t know how long this is going to take but it might be four minutes, it might be 40 minutes. I’m hungry now.”

It’s so funny. I don’t know, but being able to choose when and what I eat during my work day felt very exciting.

Scott Anthony Barlow
So, that’s kind of fascinating because now you have, in some ways, the ultimate set of choices.

Pete Mockaitis
Yeah. So, I like the autonomy and I like the people development. And go figure, here I am in a very autonomous role doing a lot of people development.

Scott Anthony Barlow
I am so shocked. So shocked. And by that, I mean not shocked at all. But I think that that is just one of many questions. And what I find is that none of these questions yield the ultimate answer. None of the questions yield the “magic bullet” or the “magic pill” or whatever. But they do all give clues, and those clues lead to a-has, those clues lead to being able to understand yourself and what you need in a different way.

And what I find is that a better way to think about uncovering the right type of career, or career fit for you, which may not be occupational, it might be about the environment, it might be about some of those other areas I mentioned earlier, is to think about it more as a CSI or detective-type of approach where you find one clue that helps you get a little further along but it leads to another clue, which leads to another clue, which leads to another clue. And, eventually, we solve some version of the case, which then leads to a new case.

And that is a much, much better analogy for how to think about your career in a healthy way where it’s going to continue to evolve, it’s going to continue to change, and just because you climbed up the mountain in one way or another doesn’t necessarily mean it’s over. It’s an ongoing, living, breathing set of decisions. And for some people, that can feel a little bit scary but I think that it can also be really, really empowering because, take your example here, like you probably, if we talked 20 years ago, would you have known all of those, “Well, I need people development or I need autonomy, and everything else”? I’m guessing probably…

Pete Mockaitis
No.

Scott Anthony Barlow
Not.

Pete Mockaitis
No, I might have some clues in terms of I really had a lot fun when I’m speaking to groups. And so, that’s true, I do, but the topic makes all the difference.

Scott Anthony Barlow
Oh, really?

Pete Mockaitis
Oh, yeah. If I were talking about how to use a software program, that might be moderately energizing for me. But if I were talking about “Do this and you’re going to be way more productive and happy with your work,” that’s way more exciting for me to be talking about.

Scott Anthony Barlow
I agree. Me, too. I can only get so far. So, a topic for me makes a massive difference as well, but for some other people, it might just be about the act. For some other people, it might be about who they’re talking to. And for still other people, it might be about “Am I getting to speak with people one on one versus large groups, versus communities of people, versus any other way that you might slice that up?”

Pete Mockaitis
Certainly. I’m thinking about the nature of the impact, like, “Are you talking to…?” “I’m just helping rich people get richer,” and that really bothers you versus you don’t care at all. That doesn’t bother you at all, it doesn’t even occur to you, versus, “Oh, I’m really helping disadvantaged communities,” or whatever. So, the who could be, or it’s sort of like the elite students were really engaged and fired up with it and challenging, like that’s exciting.

Or, they are very much not elite students who, like, really need your help and you feel a great sense of purpose for having assisted them and really met them and made a difference that you feel more palpable. So, yeah, that who, I think, has all kinds of angles and flavors that provide cool clues right there.

Scott Anthony Barlow
Well, the important part is finding the right flavor for you because, in the book, we talk about what we call the seven keys to fulfillment, and there are areas that create more or less fulfilling careers, or feelings of fulfillment. However, if you’re talking about the who or how you work with people – is it in a one-on-one format versus large groups format – it’s a very different from a person-to-person basis. And finding that right variety, that right recipe is also very, very different from person to person.

So, I think that to go back to, say, how you contribute to others, as an example, the important part there is not just who you’re helping but, if we look at all of the data and the research, the real question is, “Are you helping people in a way that feels like you are helping people?” I know that sounds a little bit weird because, arguably, any job in the world is probably helping, like we can make a case that it’s helping people.

Whether you are at a movie theater, you are a VP of finance, you are taking out the trash, like in some way or another, it’s helping people, but that doesn’t necessarily mean that it feels like, and you can see a direct connection between how you’re helping other people, and that’s the real key. So, finding out how it feels, the right type of how for you is really what we’re after here.

Pete Mockaitis
That’s cool. Well, Scott, boy, we could talk for hours about this, but I want to hear, tell me, any top do’s or don’ts that we absolutely must hear from you before we shift gears and hear about your favorite things?

Scott Anthony Barlow
Absolutely. Absolutely. I think the number one do is run towards something. So many people are running away from something, running away from a not-great boss, running away from a situation that doesn’t feel like a great fit, but they haven’t actually taken the time to figure out what it is that they actually want. So, to be able to run to something, you really have to take the time, effort, energy to identify all of the areas and all of the pieces and parts that make up your ideal, otherwise, that’s going to be impossible. You won’t be able to run to something.

And the disadvantage, if you’re running away from something and not towards something that’s clearly defined, is you’re automatically going to be settling by default. So, run to something, that’s number one. And then, number two, experiment. We briefly mentioned that experimenting, or the idea of experimentation, however, I think that’s so critical as it relates to your career because it takes all of the risks, or at least most of the risks and perceived risks out of the equation.

So, so many people don’t career-change because they’re like, “Well, it feels so risky,” and in some ways it is. However, if you take small steps and a small amount of work to validate that you’re heading the right direction through a well-crafted experiment, that doesn’t even have to take a significant period of time, then once you get those road signs indicating that you are heading in the right direction, then it can reduce a significant amount of that risk. So, I think that’s thing number two.

Pete Mockaitis
That’s good. Now, well-crafted experiment, can you give us a couple quick examples of what that might look, sound, feel like?

Scott Anthony Barlow
Yeah. We have helped people craft hundreds of different types of experiments but there are some that are more common than others, and I’ll give you a couple just really quick examples. One is the social Goldilocks, another is what we call the volunteer, another is the paid researcher.

So, the volunteer is what it sounds like, where you’re actually volunteering your time or energy either with another organization or even, potentially, inside your organization, and that’s where we might move into the paid researcher. Now, the benefits of doing either of those are getting to trial out the work without necessarily a full-time commitment, and understanding the feedback from that experience about whether or not you’re heading the right direction.

Now, the side benefit from that, and I think this is part of what makes a well-crafted experiment, in my opinion, is it’s not just for the feedback. But a well-crafted experiment also allows you to experience multiple benefits. Quick example, we had…personally we were working with…her name is Stephanie, and she volunteered at a marketing organization. She thought she might be interested in marketing, and volunteered with a local chapter of a marketing organization, met a lot of people and two things ended up coming from that.

One, she was able to land a copywriting gig, a small contract-based copywriting gig that didn’t take a lot of her time but allowed her to experiment in a paid way, and that’s what we call the paid researcher. A way you can do the paid researcher. And the other side benefit from that was she discovered she didn’t really like marketing by volunteering for that particular organization.

So, she eliminated an entire area that she suspected that she wanted to move into, and, instead, another area she was exploring at the same time was organizational communications. And some of the connections that she had made through that marketing organization ended up causing her to be introduced to other people that led to communications-type of experiences. So, there’s a quick couple examples.

Social Goldilocks, I mentioned that one at the beginning, that’s the idea of…well, you’re familiar with Goldilocks, of course, like, “This chair is too big. This porridge is too cold, too hot. This corner office is too large,” whatever. But the idea of the social Goldilocks, instead of doing what people call informational interviews, how can you identify either roles or organizations or other types of opportunities that might be a good fit?

And go talk to people in those roles, or in those organizations, for relatively short periods of time, even as little as 10 or 15 minutes, and learn about what makes them enjoy the role, what they think are relevant experiences to be successful in that role. Learn about what they love about their organization, what they don’t love about their organization.

And the idea here is not just the interaction itself, but that you can string together many different types of interactions with, say, 10 or 15 or 20 people in a relatively short period of time, and then you have a set of feedback where you can start making decisions from, “Should I dive further into this strategy-type role that I suspected that I love? And now I talked to three different people, and I’m getting similar feedback. And I think that it might be worth diving further in.”

So, these are all really quick examples of ways to do two things – get that feedback, and, simultaneously, build relationships at the same time, which, at this point, we don’t have very many computers hiring people. It does happen occasionally, but for the most part, it’s still people that hire people and make those hiring decisions, so relationships are critical when it comes to that. So, there’s a few different examples.

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

Scott Anthony Barlow
This one gets attributed to Da Vinci a lot of the time, and I’m assuming it was not originally in English, but the English translation comes out to be something that, “I often observe that people of accomplishment rarely sat back and allowed things to happen. Instead, they went and happened to them.”

And although it gets attributed to Da Vinci, I believe it actually, as near as I can tell, comes from Da Vinci’s mentor, and Da Vinci ended up repeating it many, many times and that’s in some of his books.

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

Scott Anthony Barlow
There is a huge body of work around strengths, and what Martin Seligman originally called signature strengths now. And so, this is not one particular set of research but the body as a whole has really expanded over the last 30 years, and it is fascinating.

When you get to spend as little as one or two more hours a day working in your strengths and operating in your strengths, there are so many benefits from smiling more in a given day, all the way to be more productive, to having health benefits, or being able to avoid health risks.

So, that’s fascinating to me, personally, and it’s really interesting, some of the lengths that have nothing to do with what people perceive to be strengths, and, in some cases, nothing to do with what people perceive work but that impact overall quality of life when you spend very small amounts of time more, comparatively, to what you might be right now focusing on areas that fit your strengths. So, that’s my favorite body of research as a whole.

Pete Mockaitis
Okay. And a favorite book?

Scott Anthony Barlow
Here’s one book that changed my mind on quite a few different things. It’s called 80/20 Sales and Marketing.

Pete Mockaitis
Oh, yeah, Perry Marshall. He was on the show.

Scott Anthony Barlow
Yeah, Perry Marshall. Okay, so this was useful even if you care not about sales and marketing whatsoever. The idea behind 80/20 and something that tipped me off to a different idea that I don’t think that was said in that book but it sparked a lot of things for me, because the quick bit of 80/20, where it originally comes from, and now it’s pretty popularized, I would say, but the Pareto Principle is another thing that it’s called, where the idea of having 20% of the inputs produced 80% of the outputs.

So, Pareto saw that when he was raising peas way back when. He noticed that some of the peapods on certain pea plants had very few peas, and on 20% of the plants, they actually had roughly 80%. They produced 80% of the peas. And he started observing this all over the place in nature, this natural phenomenon.

However, what doesn’t get talked about that the book turned me onto is if you take that top 20%, it has its own top 20%, the 4% that produces 64% of the results. So, that idea is fascinating to me, and I’ve spent the last, almost seven, eight years really trying to figure out, “What is the 4% that really moves the needle so that you can just let the rest go in so many different areas of life?”

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

Scott Anthony Barlow
Superhuman, which you turned me onto.

Pete Mockaitis
Oh, yeah. It’s all good.

Scott Anthony Barlow
Oh, my goodness, love Superhuman. We have it for almost my entire team now, yeah. Are you still using it?

Pete Mockaitis
I am.

Scott Anthony Barlow
Oh, my goodness. Thank you for that. Like, lifechanging in so many different ways. A whole different way to do email.

Pete Mockaitis
All right. And a favorite habit?

Scott Anthony Barlow
I think my favorite habit recently is fasting till afternoon.

Pete Mockaitis
Okay. I tried that and really didn’t like it.

Scott Anthony Barlow
Well, it’s not for everyone.

Pete Mockaitis
Glad it’s working for you.

Scott Anthony Barlow
And I really didn’t like it until maybe, I don’t know, probably after a month in. Then now it’s actually become a wonderful thing that adds energy, where the first probably two weeks, I’m like, “This is terrible. Who would do this?” So, not for everyone but that’s my current favorite habit.

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

Scott Anthony Barlow
The idea of identifying what you want so that you can then go and ask for what you want, and I find that people who ask for what they want are very often more frequently getting what they want.

So, that really simple concept has changed my life in so many different ways, which means that I need to have ownership and understanding around not just where I’m running to, which we mentioned earlier, but what it is that I, in fact, want and what’s great for me and my highest priority, which we mentioned clarity earlier, too, and it all ties back to that.

Pete Mockaitis
All right. And if folks want to connect or hear more about you, where should they go?

Scott Anthony Barlow
Well, certainly, HappenToYourCareer.com, and we have, of course, a podcast by the same name, Happen to Your Career, in all the places where podcasts are played, so certainly over there. But I think that for people that really want to get started in figuring out what could be a next amazing step, what extraordinary could look like, and utilizing much of the concepts that we just talked about, go to FigureItOut.co where you get an opportunity to sign up for an 8-day email course where we send you an email each day, and it asks you a few questions that will begin to allow you to figure out what truly is your north, what is your compass.

We’ve had almost 50,000 people at this point through that particular course. And we’ve got so many people sending emails and feedback over the years that it’s helped them get started in figuring out what they want.

Pete Mockaitis
All right. Scott, this has been a treat. I wish you much luck and fun and success as you’re happening to your career.

Scott Anthony Barlow
I appreciate it.

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.