Dr. Nicholas Pearce reveals the hidden reason why many high-performers don’t advance—and provides candid solutions.
You’ll Learn:
- The harsh truth behind why many don’t advance
- Why even a great mentor is no substitute for a sponsor
- How to find support if you aren’t being supported
About Nicholas
Dr. Nicholas Pearce is a Chicago native and vocational multihyphenate who has committed his life to creating social impact at the intersection of the academy, the church, and the marketplace. He is an award-winning organizational behavior professor at Northwestern University’s Kellogg School of Management, Founder & CEO of The Vocati Group, a boutique management consultancy, and a respected faith leader. He is also the author of the bestselling book, THE PURPOSE PATH: A Guide to Pursuing Your Authentic Life’s Work.
- Article: “What to Do When Your Boss Won’t Advocate for You”
- Book: The Purpose Path: A Guide to Pursuing Your Authentic Life’s Work
- TED Talk: “Don’t Ask Me What I Do” | Nicholas Pearce | TEDxArlingtonHeights
- Website: NicholasPearce.org
Resources Mentioned
- Study: “Better Decisions Through Diversity” by Katherine Phillips, Katie Liljenquist, Margaret Neale
- Book: Necessary Endings: The Employees, Businesses, and Relationships That All of Us Have to Give Up in Order to Move Forward by Henry Cloud
Thank You, Sponsors!
- Acorns. Start saving and investing for your future today with Acorns.com/awesome
- Harvard Business Review. Get 10% off your subscription at HBR.org/subscriptions with the promo code AWESOME
Dr. Nicholas Pearce Interview Transcript
Pete Mockaitis
Nicholas, welcome.
Nicholas Pearce
Thanks, Pete. Good to be with you.
Pete Mockaitis
Well, I’m so excited to be chatting with you. You have so much wisdom in so many domains, but my producers originally found you from your phenomenal Harvard Business Review article called What to Do When Your Boss Won’t Advocate for You. And it sounds like you struck a nerve with this one, Nicholas. What’s the scoop here?
Nicholas Pearce
I think this is something that a lot of people struggle with. People long to have great mentors and great managers who are invested in their success and care about them as humans. But if there’s something that we learned during the pandemic is that a lot of leaders don’t care about the humanity in us. They view us as not human beings, but as human doings.
And for those who have managers who don’t really care about them, don’t care about their forward progress, or won’t bring their name up in rooms that they’re not able to occupy, it creates a challenge to figure out how to navigate your career and your life forward when you recognize you’re lacking that sponsorship.
Pete Mockaitis
Ooh, Nicholas, coming strong right out of the gate. I love it. So, they don’t care about our humanity. That’s a strong sentence and yet it seems accurate. It’s not that they wish us harm actively, but it’s just kind of like, you know, at the end of the day, you are a means to producing a thing, and that’s a fairly prevalent attitude. If you had to hazard a guess, what percent of managers do you think fall in the humanity-affirming versus humanity-eh column?
Nicholas Pearce
That’s a hard number to guess at, but I can tell you that most corporations, based on how they are structured, tend to look at people as products, even the language of human resources or human capital. Human capital was, I guess, designed to be something of a more humane way of saying HR, but when you think about human capital, putting human capital alongside physical capital or financial capital, these are resources that are under the control of the organization for the organization’s purposes, not things that have lives of their own to be valued.
So, putting people in the thing column, I think it’s very, very common. And, unfortunately, most folks who have been in the working world for any amount of time know that while HR may sound like they exist for the people, most HR departments exist to shield an organization from lawsuit. So, HR typically is not really there for you. HR is there for the company.
Pete Mockaitis
All right. Telling it like it is. So, just for funsies, is there a language that you prefer to use when it comes to organizations and people, like, the people department or learning and development? Like, what are the terms you like to use?
Nicholas Pearce
I love the concept of people and culture. Having an executive leader who is primarily responsible for the development and wellbeing of the people in the organization and the stewardship of a healthy culture, I think that language works well. I think learning and development, as you mentioned, Pete is great because it focuses on the value added to the people and their development. Anything that does not make it sound like the organization owns or controls assets. That type of language, I think, has its own limitations.
Pete Mockaitis
Oh, Nicholas, I just love where you’re rolling. And I know, in your background, you are both a business school professor and a pastor. And it’s really beautiful to kind of see how the thinking interplays here in terms of just even the words we use, we can find irksome or even dangerous.
Nicholas Pearce
That’s exactly right. I think words have power and words should be used with intention. And I think the words that our organizations and corporations have used over the years are reflective of the desired intention. And as we begin to deconstruct some of those harmful ways of thinking and being in workplace life, we have the opportunity to refresh not only our perspectives, but our language as well.
Pete Mockaitis
Oh, lovely. All right. And we’re just getting started talking about advocacy. So, we’re going to say this word a lot. Maybe since we’re talking words, could you give us some definition? When we talk about having a boss or someone advocate for you at work or advocacy, generally speaking, within work, what do we mean by that? You said speaking up for someone when they’re not in the room, that’s something, got a ring to it. Are there any other dimensions of that you’d highlight?
Nicholas Pearce
Absolutely. So, I think about advocacy as the act of sponsorship, and I juxtapose sponsorship against mentorship. So let me describe the two and contrast them. Mentorship is having that person who will coach you, who will pull you aside and say, “Hey, I like what you did there. Maybe a little bit more of this next time, a little bit less of that.”
Maybe they’re going out to coffee with you once every couple of weeks or every four weeks or every quarter. They’re there to help you navigate. They’re there to invest in your development. They care about you as a human. They care about your performance. They’re trying to invest in making you a better you.
Sponsorship is altogether separate. Sponsorship is not so much about making the direct investment of time in giving feedback, and having lunch regularly, and having coffee, and giving micro corrective feedback. Sponsors are people who are opportunity creators. They are career accelerators and catalysts of opportunity. These are individuals who are bringing your name up when you’re not in the room. And as is often said, 80% of what is said about you is said when you’re not in the room.
So, for many people, especially women, people of color, and others who tend to be excluded from a lot of opportunities in many work environments, they tend to be over-mentored, “We’ll give you a coach, we’ll give you feedback, we’re going to make you a better you,” under the guise that the reason you have not ascended is because you need to be made better.
But what they really need are sponsors, people who are willing to say, “Hey, did we consider giving Nicholas that opportunity? Did we consider giving Jane that promotion? What are the reasons why we’re holding her back? Are we saying she lacks ‘seasoning’? What exactly do we mean by that? Does she need to add paprika and stir? Like, what are we saying?”
The people who are willing to do the blocking and tackling to make sure that organizational politics or bias don’t derail your career, those are your sponsors. And so, many people are over-mentored, but under-sponsored. And so, the whole concept of advocacy speaks to an individual using their credibility, their capital on you to advance you and your career.
Pete Mockaitis
Well, so then can you tell us, it’s like, “Okay, boys, it’s really important that we have people speaking up for us when we’re not in the room,” how would we even know the extent to which this is or is not happening since we’re not in those rooms?
Nicholas Pearce
Absolutely. You can tell, one, what your boss is saying to you offline. Do you and your manager have a relationship where feedback flows naturally and continuously? Or are you in a situation where your feedback comes mostly in the form of a formal annual or semi-annual review process during which you get blindsided with feedback that sounds off-base? If so, that could be a warning sign that your boss is not going to bat for you when you’re not in the room.
Do you and your boss enjoy a collaborative relationship? Or do you feel like your boss is competing with you? If your boss competes with you, because perhaps they view you as a threat to their advancement, or as a threat to their supremacy, they’re probably not advocating for you.
If you’ve been in a role for three or five years, and there’s never been a conversation about what your future looks like, I mean, let’s be for real, Pete, if you’ve been in a role a year or two, and there hasn’t even been a conversation about what your future looks like, that may be an indication that your boss doesn’t care what your future looks like, and that they’re certainly not advocating for you and for it at tables that you may not even know exist in the organization.
Pete Mockaitis
Nicholas, I love what you’re saying in that it’s very candid and blunt, and I think some of us don’t even want to entertain the belief that this harshness, reality is present when we’re hearing a lot of nice things.
Nicholas Pearce
Absolutely. I have been in spaces personally and have coached leaders, and employees, students of mine who had all the raw ingredients, I mean, had all the learning, all the degrees, all the certifications, all the skills, all the receipts in terms of high performance, and yet found themselves stuck. And what happens for many people is that it’s the ultimate gaslighting. You’re left to wonder, “What did I do wrong? What did I not do right? Is it me? What am I lacking? What do I need to change? Am I too much? Am I too little? Do I need to turn up, turn down? What is it that’s wrong with me?”
And a lot of us wind up falling into cycles of anxiety and depression because we have been trained at a certain level to believe that the problem is always us. And what I’ve discovered is that there are a lot of people who are incredibly gifted and incredible contributors and collaborators who just run into managers and bosses who don’t know how to lead, or don’t know how to be humane, or are insecure.
And because this continues to do incredible damage to people in an era and a season where mental health needs are already at their highest, I feel at some level, Pete, that the truth will set the people free. And to release themselves from the fear or the feeling that they are not enough and to, perhaps, sometimes release their boss from the expectation that they will be a good advocate when perhaps they don’t want to be or don’t know how to be.
Now, I do have to rush and add this, that if you’re just a chronic underperformer, these words don’t apply to you. Like, you need to do better, right? But if you find yourself consistently meeting or exceeding expectations, you’re knocking the ball out of the park, so to speak, on a consistent basis, everyone can see your brilliance and your promise but your boss, maybe it’s not you. It might just be them. And they’re not perfect people. They’re people, they’re not perfect, but it is your life.
Pete Mockaitis
Well, I’m wondering, if folks find themselves in this position, they might feel kind of stuck. Could you maybe give us a bit of hope, a bit of inspiration, a story of someone who saw a transformation in this department in terms of advocacy wasn’t happening and then it kicked off and good things unfolded?
Nicholas Pearce
Absolutely. One of my coaching clients had this very scenario happen, where the boss was really great in terms of giving mentorship and guidance and coaching and feedback, very warm relationship, their families got together on weekends. I mean, it seemed like a really healthy relationship on one level, but they recognized that, at a certain level, the boss really appreciated them being in that role. Because, let’s just say they got their TPS reports in on time every time, and the concept of losing that individual to another team or to a higher level, perhaps in a different business unit, would create issues for that boss.
And so, that boss, at a level, was conspiring to suboptimize that individual by being nice, being kind, keeping them happy, but not giving them the growth opportunities that they deserved and needed to continue to fulfill their potential. So, this individual had the conversation with their boss and said, “Hey, I really enjoy being on your team. Help me see what future could look like. Help me see what next can be.” And that opened up a healthy conversation where the boss kind of came clean and said, “I knew this day would come. And I’ve really enjoyed having you on the team.”
And they kind of came clean about how there were opportunities that existed in the organization and they were waiting on that individual to come forward to raise their hand and say, “Hey, I actually do want to grow. I don’t just want more money. I don’t just want autonomy. I don’t just want flex hours. I actually want to grow. I want to be able to be my best and become even better at a higher level in the organization.”
And so, that conversation actually opened the door for the boss to advocate because the foundational relationship was in place, high performance was already acknowledged, and so this was just an invitation to the boss to move from mentor to sponsor.
Pete Mockaitis
That’s cool. Understood. And I like what you say there. It’s not necessarily evil. Like, they have warm feelings about, it’s like, “No, this person is so amazing. I feel so blessed,” and delighted to have them on their team, but it’s just a little bit of selfishness, which we all are subject to. It’s like, “This is so amazing. I don’t want this person to ever leave.”
But, again, you know that it’s a finite clock. When there’s someone amazing in a role, it’s, like, it’s only a matter of time before they go to a bigger role. And I think this is the way of all things. I think we had a handyman who was awesome and someone said, “Oh, he probably should increase his rates.” And I said, “Inevitably he will.”
Nicholas Pearce
That’s right.
Pete Mockaitis
“Because we are aware of his awesomeness.”
Nicholas Pearce
Exactly. We don’t want to be the ones to tell him that, or we’re happy to tell him as long as he keeps our rate unchanged, right? But this is exactly it. This happens a lot, you know, Pete. It happens in the nonprofit sector a ton, where you have long-serving executive directors or CEOs or presidents, they’ll be in the seat for 25, 30, 40 years. And they’ll have a talented person underneath them in the organization, who everybody within a mile can see has CEO or executive director capability. But that CEO recognizes, “I’m 55, and I have no intention to retire anytime soon.”
“So, because there’s only one CEO at a time, and I intend to sit in this seat for another 10 to 15 years, I have a choice to make. Either I invest in you becoming the very best you can be, which means losing you, or I continue to suboptimize you to make you question whether you have what it takes to be in my seat. But because I’m not ready to give up my seat to you at this time, now I’m not advocating for you. I’m not bringing your name up in the marketplace because I could lose you, and you fulfill an important part on this team. I value more what you produce than who you are.”
Pete Mockaitis
Well, Nicholas, you are just touching on exactly, I think, some eye-opening stuff for a lot of people, like, “What’s wrong with me?” It’s like, “Oh, this is what’s really going on under the surface. Understood.” So, lay it on us, if we find ourselves in such a position, what do we do about it?
Nicholas Pearce
Well, one very practical thing that we can all do is to look for advocacy elsewhere. Your boss may not be the only advocate you can get in your organization. Ideally, you’d have a direct supervisor who could go to bat for you because they know your work most closely, but there are other influencers who can give you the boost you need. There could be someone in the organization that is even more high ranking than your boss.
Maybe an ally who might bring your name up. Maybe it’s someone you met in the context of an employee resource group. Maybe it’s someone who you met at the company holiday party. Maybe it’s someone you ran into at a company-wide task force. Maybe it’s someone who, when the time came for the company’s intramural softball team to form, they were the person you rode to the games with. Who knows? But there are other people who can speak to you and can perhaps be an accomplice, a co-conspirator, if you will, in advancing your cause and advancing your career.
Another really helpful thing, and this is something that’s hard for a lot of us, is to build our networks outside of our organizations. For many of us, we may be socialized to feel that is disloyal or underhanded or somehow strategic in the most nefarious sense, but I believe that, what I call 360 -degree advocacy, is a gift that we should all take advantage of. We’ve got advocates above us. We’ve got advocates beside us who are our peers. And we can also have advocates in our direct reports.
Not underestimating the value of people beyond your boss in your organization can be helpful, but also people outside of your immediate workplace who may be LinkedIn connections, or are part of professional associations, or alumni groups, or other civic and community service outlets. Those individuals can speak to your promise as well and may be able to help create opportunities for you outside the organization.
And sometimes, as the saying goes, folks won’t miss the water until the well runs dry. And sometimes you give people the gift of goodbye, and it doesn’t have to be messy. It can just be an investment in self. Investing in yourself and your future does not have to be self-ish, right? Because at the end of the day, let’s face it, Pete, if someone lets you sit on the bench for 10 years and they never advocate for you, that’s 10 years of your life that are down the drain.
And they’re not going to come to you at the end of those 10 years and say, “You know what, Pete, I’m sorry you wasted your entire 30s.” It’s going to be on you to make up for that lost time. And an apology is not going to do it. You owe it to yourself. I was having a conversation with a group of executives who are whining and complaining about Millennials and Gen Z being disloyal. And I said, “Listen, y’all can complain and moan about that all day long until you recognize that companies aren’t loyal like they used to be. Unless you’re giving Gen Z a pension, which you’re not, the company’s already said, ‘Ah, we’re not really loyal to you.’”
If you say in your HR policies, that in order for a 401k or 403b to be fully vested, an individual has to work there three years, you’re telling them from the outset, “We’re investing in you, sort of. Until you’ve been here a while, we’re going to claw back part of the money we’ve invested in your retirement.” So, all of these are signals to individuals that companies aren’t loyal. And so, if companies aren’t going to be loyal to their people, how can you expect people to be loyal to their companies in the way that they were 75 years ago. The rules of the game have changed. And so, it’s not about being disloyal or selfish. It’s just about being smart.
Pete Mockaitis
Yeah, that absolutely resonates. And that was kind of my philosophy when I started my career, it’s like, “I don’t think I can count on any employer long-term ever.” So, it felt kind of mercenary. It was like, “What can I do to make sure I have skills to do anything?” And I was like, “Strategy consulting seems like a good choice out of undergrad.”
And so, and I think it was serving well with developing some skills and some network and some savings to then go do entrepreneurial things. But, Nicholas, I got to hear, when you dropped these truth bombs on these executives whining about the Millennials, how did they reply?
Nicholas Pearce
Oh, they got it immediately. I said, “Listen, all of the participation trophies and all that stuff is cool when it’s your kid or your grandbaby out there on the soccer field getting the little trophy because they put their cleats on the right feet. But when they become your employee, all the participation trophy stuff, where you’re getting rewarded for effort, that goes out the window. It goes out the window.”
And so, recognize, that it was not the Millennials and Gen Z that made participation trophies. It was the uncles and aunts and moms and dads and coaches who could not handle walking away without a shiny object because they showed up and tried their best, and the participation trophy industry was born, but Millennials didn’t demand it. It was the world into which they came of age. They understood it as an expectation. And if Gen X and Baby Boomers had not put participation trophies in the lexicon, Millennials would not expect them in the workplace.
Pete Mockaitis
Understood. Okay. So, we’re getting a lot of good contexts from all over here. So, build the network outside the organization. Any other top tips you’d recommend? If we find ourselves not having that advocacy, what else should we do?
Nicholas Pearce
Absolutely. One of the most common cliches that I have heard that I actually believe has truth underneath it is that sometimes rejection can be protection and redirection.
Pete Mockaitis
All right. It rhymes too.
Nicholas Pearce
And so, if you find your manager not advocating for you, it could very well be an intentionally closed door that is designed to push you in the direction of purpose. This is something that I talk about a fair amount in my book which is entitled The Purpose Path: A Guide to Pursuing Your Authentic Life’s Work. And what I find is that, in many cases, the adversity that we may face, whether personally from a health perspective or otherwise, or even professionally in terms of doors that are slammed shut in our faces, sometimes that adversity is actually the grist of discovering purpose.
Oftentimes, people think that the purpose that we have in life is to just be happy. And I’m not the happiness police. I’m not anti-happiness, Pete. However, I have discovered that, oftentimes, it is those painful circumstances that push us into a place where we discover purpose that we would never have discovered before. And so, while many of us want to organize our lives around the avoidance of pain, if we avoid pain, we actually may be avoiding purpose.
Now, I’m not saying we should be trying to attract pain. Hear me clearly. All I’m saying is that sometimes when a boss doesn’t advocate, when a door closes, it could be a catalyst that is pushing you toward purpose and protecting you from calamity that you had no clue was coming your way. So, really embracing the moment in a different way and reframing it as not so much, “This is a flaw in me,” but perhaps more, “This is giving me an opportunity to reflect, to retool, to perhaps even take a break and rest and really think about how I connect my soul with my role.”
“Maybe I was just doing a job, earning a nine to five paycheck, doing the things, paying down my student loans, making the moves, doing the things. But now I actually want there to be meaning in my work. Yeah, I’ve got skills. Yeah, I work for the big shiny company with the stock options and all of the trinkets. But now I actually want to do something with my life that matters. I want to have purpose in my work. I want to connect my soul with my role.” And maybe that closed door was the catalyst to get you to see that purpose is calling.
Pete Mockaitis
That was well said. Well said. Well, tell me, anything else you want to make sure to mention before we shift gears and hear about a few of your favorite things?
Nicholas Pearce
Sure. I think that as much as we often think about what happens when others don’t advocate for us, I think that it’s important that we recognize our responsibility to advocate for others. Oftentimes, it’s very easy to think about what your boss is or is not doing for you, and you’re absorbed in what’s happening over your head, and you’re thinking that you are the main character in the organization story, and you are not.
Many of us don’t advocate for others because we’ve never been advocated for. And while that may be understandable, I don’t think that’s a valid excuse. We have to be intentional about lifting as we climb, not having the crabs-in-a-barrel mentality where only one of us can be advocated for at a time, “And if it’s not me, that means you win and I lose.” I think this zero-sum game mentality, this fixed-pie thinking is eroding the fabric of society.
And so, I think for as many people who may be attracted to our conversation today, because they find themselves in spaces where they weren’t getting advocated for, perhaps being the leader you wish you had can be a very important part of your life’s work and your own personal scorecard in terms of how you evaluate your leadership.
Pete Mockaitis
Right on. And now, could you share a favorite quote, something you find inspiring?
Nicholas Pearce
“Weeping may endure for the night, but joy comes in the morning.”
Pete Mockaitis
And a favorite study or experiment or bit of research?
Nicholas Pearce
A favorite bit of research that I love talking about is this vintage study that was conducted by Kathy Phillips, Katie Liljenquist, and Maggie Neale. They’ve done this study looking at the power of diversity to help teams win. And the science on this from over 20 years ago is quite clear, that diverse teams can outperform homogenous teams when the task calls for creativity, innovation, information-sharing, and tackling complexity. This is a well-stated, well-worn vintage research finding. It is not a part of the recent DEI movement. This is pure science from back in the before times that many organizations know about but haven’t really embraced.
Pete Mockaitis
Okay. And a favorite book?
Nicholas Pearce
Necessary Endings by Henry Cloud.
Pete Mockaitis
Okay. And a favorite tool, something you use to be awesome at your job?
Nicholas Pearce
Sabbath.
Pete Mockaitis
And a favorite habit?
Nicholas Pearce
Favorite habit is prayer for me. It’s time to really refocus.
Pete Mockaitis
All right. And is there a key nugget you share that really seems to connect and resonate with folks; you hear them quoted back to you often?
Nicholas Pearce
Yeah, oftentimes, it’s really in the space of this purpose conversation that we started to explore a little bit toward the end. And it is the fact that you owe it to yourself to live a life on purpose. You were created with a purpose. You have a reason for being. And you owe it to yourself to discover that and to do something about it.
A lot of people say that they are reflecting or meditating or praying for purpose because they need clarity on what their purpose is. And for some people, that is truly the case. But there’s a significant percentage of people who I think are probably with us today, Pete, who don’t need further clarity. They need more courage. And once they acknowledge the fact that they’ve got the clarity they need already, the missing ingredient is courage, now it’s their move.
Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?
Nicholas Pearce
NicholasPearce.org is a great place. You can connect with me on LinkedIn, social media, Facebook @napphd. I also have a TED Talk that folks have been enjoying entitled, “Don’t Ask Me What I Do.” So, any of those spaces will be great to connect.
Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?
Nicholas Pearce
Be the change you want to see. If you feel like you’re not getting advocated for, advocate for someone else. If you had a terrible onboarding experience, make someone else’s onboarding a little softer. If you feel like it’s time for you to pivot from a job, don’t be messy on the way out the door. Embrace the gift of the lessons you learned in the previous season and take the high road and walk out with grace, not looking at that past experience as time wasted, but looking at yourself perhaps as an alum of that organization or institution, and always seeking to do your best, no matter where you find yourself.
Pete Mockaitis
All right. And, Nicholas, this has been fantastic. I wish you much good advocacy and purpose.
Nicholas Pearce
Thanks, Pete. Likewise.
Kory Kogon offers her practical guide for effective project management–even when you’re not the official project manager.
You’ll Learn:
- Why most projects fail
- Key questions to ask before starting any project
- The five behaviors of successful unofficial project manager
About Kory
Kory Kogon is FranklinCovey’s vice president of Content and Senior Consultant. She is the Wall Street Journal bestselling co-author of The 5 Choices: The Path to Extraordinary Productivity, and has appeared as an expert on TODAY, MSNBC’s Your Business, Forbes.com, Inc.com, and on FastCompany.com.
She is also one of the authors of the following FranklinCovey work sessions: The 5 Choices to Extraordinary Productivity®, Project Management Essentials for the Unofficial Project
- Book: Project Management for the Unofficial Project Manager: A FranklinCovey Title
- Website: FranklinCovey.com
Resources Mentioned
- Book: Quiet: The Power of Introverts in a World That Can’t Stop Talking by Susan Cain
Kory Kogon Interview Transcript
Pete Mockaitis
Kory, welcome.
Kory Kogon
Thanks for having me, Pete. Great to be here.
Pete Mockaitis
Well, I’m excited to talk about your work, Project Management for the Unofficial Project Manager. I think a lot of people find themselves in that position of the unofficial project manager. Could you paint a picture for us for how that normally shows up at work?
Kory Kogon
Well, in today’s world, we’re knowledge workers, we’re paid to think, to innovate, to create, and execute. And when it really comes down to it, we are making things, things that have a beginning and an end. And as knowledge workers, we just quietly slip into the role of unofficial project managers without the training that official project managers would get. And people just use their talents and skills to push through when there’s actually a better way.
Pete Mockaitis
Okay. Well, can you paint a picture for us in terms of how well is that working for us so far, in terms of the state of unofficial project management at work?
Kory Kogon
Well, the state of it is that, generally, 65% of projects fail, and that can include official and unofficial project managers. But more down to earth and real is that wherever I go around the world, or the country, and speak with groups on Zoom or in person, when you ask them why projects fail, they always give the same reasons, that there’s unclear expectations, that there’s no clear communication, that they don’t have the right people in the right roles, that there’s scope creep. It goes on and on and on to this very similar list all the time, everywhere.
And, again, it’s because we’re trying to get projects done by the seat of our pants, and it’s really unfortunate because when we become scarred unofficial project managers, because we all go into these projects sort of expecting those bad outcomes, and so from an engagement point of view, where are we when it comes to projects? So, that’s a little bit of the landscape that that we need to push through. And like I said before, there’s just a better way when people become aware of just the organic nature of us being unofficial project managers.
Pete Mockaitis
And this 65% figure, I really want to dig into that because, I mean, how precisely are we defining a project has failed?
Kory Kogon
You know, it could be it was off budget or it didn’t meet its scope. So, again, it’s a wide berth to say that, you know, to pose that number. I don’t have the empirical data for you exactly, but it’s an estimate out there.
Pete Mockaitis
I guess what I was thinking is like, if the project is to start a profitable business, I would expect, a vast majority of the, in fact, would fail. Although, if the project is to, you know – why is this so hard to think of an example? – redesign our loan approval process is the project. That feels very much like, “Okay, that’s within the control of an organization to do that.”
So, you’re not aware if it’s like entrepreneurial, sort of risky market-facing factors are at play within the 65% figure, or it’s pretty much, no, it’s just, this could have been done, but it didn’t happen because of those very ordinary means by which things fall apart?
Kory Kogon
No, I think it’s a little bit of both. There are all kinds of forces that affect everything so it’s a little bit of both. And those outside forces might be constants that we need to deal with. So, I think there’s a lot in there. I don’t want to say, “Oh, well, you know, if people clarified expectations, it would be 100%.” It’s very rare to even get to 100%. So, even if we took 65 and reduce that to 40 or 30, the return on investment to anybody would be amazing.
Even an entrepreneur starting a business and gets slowed down because things aren’t progressing as fast, so they couldn’t get the money fast enough. Or the building, I mean think about constructing a building for a business and when it gets slowed down, so even if we don’t into that number a little bit, regardless of the factors, the return on investment is pretty huge.
Pete Mockaitis
Okay. So, then, I’d love to get your perspective on, from all your research and work here, what is the top thing that makes a huge difference and yet is done so infrequently in terms of ensuring project success?
Kory Kogon
The top thing, again not empirically, but just from our experience and what we hear a lot is unclarified expectations. And, again, you could be running the gamut of, “Is this a solo entrepreneur starting a business that has this project in their mind so they’re clear on their own expectations?” But even then, I can see traps along the way versus a 10,000-person organization where they’re working on projects and have big key stakeholders at the executive level, and everybody’s pulling in a different direction.
But I will say, clarified expectations. So, even an entrepreneur who is starting a business, if they are like, “Well, maybe we should do it this way,” or “Maybe we should do it that way,” and they don’t come to clarity to say, “Okay, we’ve got this clarity. Now let’s execute,” it really will step them back. So, I would say that is one of the biggest ones out there around clarifying the expectations or clarifying the scope of the project, first and foremost, is probably key.
I’ve also seen in some of the bigger organizations very painful scenarios of project managers trying to jockey the politics, and this key stakeholder wants this, and the other one wants that, and trying to do a project without that clarity, and it’ll kill you in the end.
Pete Mockaitis
Well, Kory, it sounds like you’ve got a story in mind. Please, tell us a dastardly tale of unclarified expectations and what went awry.
Kory Kogon
Well, one story, one person that I talked to, it was just really amazing. She was talking about the project that they were working on, and it was a big team of people, and they’re four months into spending a ton on it, and a stakeholder showed up, and said, “No, no, that’s not the direction. We need to go in this direction,” and that person had a lot of influence, and they had to stop the whole project.
And once you stop a project like that, they had people that left the organization because of that, and trying to find the money to redo all of it just brought everything to a standstill. But it was more, you sort of had to be there, the pain on this woman’s face as she was telling this story of failure, and I think also, it’s not just that they didn’t clarify expectations.
It’s that how it makes people feel when, because no matter what, even though it was an outside force, if you will, to change something, all the good work that this person and the teams had done to get there suddenly went away, and it makes you feel like you don’t know what you’re doing, and there’s nothing worse than people feel like they don’t know what they’re doing, and I think that leads to shame, which is another terrible thing that people have to deal with.
So, the cost is not just financial. It’s social, emotional, all from this idea of, “Can we just get clear up front on what this project is?” And if we’re all clear, in this new world of agility, as we go, we’ll get feedback, we’ll do it in a measured modern kind of way, so we make the project better and better, to apply and supply the value that it was meant to supply from the beginning.
Pete Mockaitis
All right. And what are some of your favorite best practices, or key questions, or means by which we can get outstanding clarity right from the get-go?
Kory Kogon
So, the first thing is to understand you do need to ask questions. It’s amazing to me, Pete, how many people will say to me, “Well, I’m afraid to ask questions because they’re going to think I’m stupid or something, that I don’t know my job.” I’ve been in executive leadership for many years. If you don’t come and ask me questions about a project that I’m involved with, you’re making a big mistake because then you’re trying to read my mind, and I will come to you later and say, “Well, wait a minute, what about this?”
So, best you come to me and ask questions and don’t worry that I’m going to look at you and think you’re not smart. That’s totally not true. So, that’s number one, is get that, “ I do need to ask questions of key stakeholders.” The second thing is, when you go to ask questions, is that you go with a clear outcome of the project. So, it’s not, “Hey, well, you know, senior leadership says it’s important, Kory, so I need you to tell me what you want.” I don’t have time for that.
But if you came to me and said, “Listen, from what I know so far, that this is going to increase our bottom line by 10%, or it’s going to engage our people in a way they haven’t been engaged before, so we cut retention,” now we’re talking, now I have some concrete things that I can go on, so I will make the time to listen to your questions.
And so, the last thing I’ll say on questions is make sure you come prepared with a couple of really good – we call this the question funnel – open questions, meaning, “So, tell me, based on what we know, why is this project important to you?” Detailed questions, so that when somebody says, “Well, it’s important because senior leadership said so,” that instead of like, “Okay, fine,” knowing that’s not a real answer, we can ask a detailed question of, “So, what does important mean to you? What does that mean to the organization?” and you drill into it.
And then a closed question, meaning confirm what you heard. When somebody says, “Well, I think we’re going to put $100,000 towards the budget.” Don’t run off and go, “Yay, we have $100,000.” You want to confirm it and say, “So, you said $100,000. Are we final on that? Do we need some meeting on that? What’s the next step to make sure that that’s the budget?” So, we close it up and get confirmation.
So, those three, the question funnel, in addition to make sure you don’t feel that it’s silly asking questions, and having a good outcome so somebody pays attention to you, and then these questions, you’ll be really set to clarify expectations.
Pete Mockaitis
I like the visual of a funnel there in terms of open at the top, it makes sense at the beginning that we can be a little more exploratory, broad, expansive, make sure we don’t constrict too early. And then, yes, at the end, making sure that we’ve got what we need, those key bits of finality and closure. Can you share with us any particular specific questions that you have found often open up oceans of clarity when folks take the boldness to go ahead and put them forward?
Kory Kogon
Well, it depends on the situation. I don’t know if there’s any magic bullet, and one that I said before, knowing what we know about the project, “How do you see its importance to our team, to the organization?” That, I think, is a main question. One of the questions that I said to you before, this idea of confirmation to knock out assumptions, which are killing a lot of organizations, because everybody assumes they know what somebody else is thinking.
And so, just every step of the way, without being obnoxious, “So, is that how we want to move forward? Is that how you want me to write that down?” So, just really making sure we have the confirmation. And any question that will lead to a more measurable outcome. So again, in that detailed question, “But what will success look like for us?” So, I should be able to answer that and other people should be able to answer that for you. If we’re doing an event to improve customer satisfaction, how will we measure the outcomes of this? That is key to an agile project management world we live in.
Pete Mockaitis
Yeah, I think that’s huge in terms of moving past fuzzy language to concrete language, like, “We really want to delight our customers,” or, “We want to grow. We want this to be a big opportunity,” is okay. So, is any positive incremental amount growth, and thusly we get to celebrate victory, and what did you mean by a lot, “Oh, wow, your ‘a lot’ is way, way bigger than my ‘a lot’ assumption”? And so, driving to that extra level of confirmation can really be quite eye-opening.
Kory Kogon
It can, and this whole notion of squeezing out assumptions. So, I think a key principle for project management, which is a little bit out of, not left field, but I think will be of interest to everybody, is this notion that words are only the code by which I’m describing the picture in my mind. And so, when somebody says, to your point, Pete, “Well, make sure this is done in a quality way.” “Okay, boss, got it,” and off I go, and I do things in what I think is a quality way, and I come back and show Pete, and Pete’s like, “What the heck is that? That’s not what I meant.”
But the word quality goes back to those detailed questions. The word quality means something different in your mind than it does in my mind. And as a good project manager, if I understand that principle around language, quality, trust, any words you can think of, feast, any kind of word, we call it a fat word, because there are so many different meanings that it’s imperative that people ask questions to make sure we are on the same wavelength, “What do you mean by quality?” And you continue to drill down until you feel, without being obnoxious, but until you feel like you’re on the same wavelength with the person you’re talking to. That’s a life lesson, not just a project management lesson.
Pete Mockaitis
Oh, certainly.
Kory Kogon
As I know from my own home.
Pete Mockaitis
And what’s funny is the word quality, it seems like, “Of course, we all like quality,” but that could actually be pretty dangerous. Like, Kory, if you tell me, you want something to be the high quality, I mean, watch out, because I’m thinking, “Okay, high quality means this is the best in the world in its category, or at least top 1%. Therefore, it’s probably going to take dozens or hundreds of hours to execute.” It’s like, “Oh no, no, no! When I said quality, I don’t want you to go deep into the land of obsessive, hardcore craftsmanship. I just mean it needs to not break.” It’s like, “Oh, okay, quality.” I’m glad I asked.
Kory Kogon
Yeah, exactly.
Pete Mockaitis
Alrighty. Well, so that’s one huge piece of failure there, is unclarified expectations, and we fix that by clarifying, asking a lot of questions, being bold, getting super clear. What is another major cause of failure and the antidote?
Kory Kogon
Well, I’ll give you sort of this overarching mindset that we say that project success equals value, plus people, plus process. And without getting into the details, the Project Management Institute updated their standard to one that more resembled the agile world, which means, “Are we bringing full value to the customer? And how are we being agile along the way to get there?”
So, we actually updated our mindset from people plus process equals project success, to value plus people, plus process, equals project success. So, to your question, the people part and the leadership part, much failure comes because project managers, in some cases, never intended to be leaders. In some organizations, they chose a technical track or a genius track, not a leadership development track, and a lot of people just don’t get it that people do the work. So, “Am I somebody that is inspiring people to want to play on my team and will play to win?”
So, with that, there are five behaviors. We said, out of all the leadership stuff out there, because if you think about it, Pete, when you think about the failure list – lack of clear expectations, lack of communication, wrong people in the wrong job, scope creep, all of that stuff – and then we’re saying, “Okay, yippee, we have this project to do,” and the people that are doing it are living inside that failure list unless a leader is its own failure, unless a leader knows how to pull them out of that, using a good process, and inspiring people to want to give their best.
And so, out of all the leadership behaviors out there, all the leadership development that people can take, we’ve narrowed it down and said, “You know what? For this, for now, if they just master five behaviors, that will go a long way to inspiring their team to want to do the work and want to win.” And those behaviors are: demonstrate respect, listen first, clarify expectations, extend trust, and practice accountability. And those five behaviors come from what we call the 13 Behaviors of High Trust Leaders. So, just those five.
And I always say our parents taught us to do those things, right? And when you’re under pressure, listen, I’ve been in leadership for many years. I’m born and raised in New York City. You probably can tell from my accent. I move fast and hard, and my default nature is just, “Let’s go get them.” And under pressure, not that I don’t want to respect people, but I have to be really careful, because my demeanor, I live in Arizona, my demeanor can be one that’s really to the point and a little gruff from time to time, and people could feel like I’m not respecting them.
So, when I’m under pressure of a big project, I really need to take a deep breath and think about it. Listening first also can go out of the window when you are under pressure. It’s like, “Yeah, yeah, yeah. No, I just need you to do it the way I said so,” which is I always say it’s so much easier to be a bad leader than a good one because I have to really think about being good, kind of thing.
So, all of these, clarifying expectations, for the team member, not just the project, but it’s not just, “Pete, just do this task with blinders on.” It’s, “Pete, let me explain. For you to do this task means that it’s the piece of the puzzle that’s going to make sure this all happens.” Like, “Whoa, okay, now I get what my task is as a contribution, not just a thing to do.”
Extend trust. People struggle with delegation. You got to let the team members do the work. And then practice accountability. If I am not a model of accountability before I hold you accountable, and if I let you show up late three days in a row, and the team sees that there’s no accountability, everything’s going to fall apart. So, those five behaviors are key to a project manager leading a project and staying off some of the failure list.
Pete Mockaitis
Okay. Well, now you also mentioned you’ve got five project phases: the scope, plan, engage, track, adapt, and close. Can you walk us through those and some of the best practices there? It sounds like we got a little bit of goodness on the scope side. Any more you’d add to that?
Kory Kogon
I would. A key thing that people struggle with that they should be aware of, I mentioned, well, first of all, is how you get access to stakeholders, and I explained a little bit about that before, is you’ve got to have the right story to make sure people will make time for you. But then the other thing in scoping is making sure that you are able to get key stakeholders on the same page. That when they have differing opinions, are you good enough using those behaviors to get them in a room and help negotiate getting clarity on the scope? So that’s a key thing as well.
And I’ll also say within that first one around scoping is identifying key stakeholders. And it’s interesting because we give a little thinking tool called the key stakeholder dance, which is, “Who makes the decisions? Who has the authority? Who has the need?” Those are all the signers. The last two, C and E, is, “Who has the connection? And who is the energy?” And those are not signers. Those are people, like connections, I have people out in the field that they have so much influence in the organization that when I have somebody with negative energy or there’s politics, I can call them to the table and they can help smooth things over.
So, a lot of times that’s a big takeaway for people to really go back and revisit their key stakeholder list, and say, “Did I forget those people?” Because I usually go for just the signers and the ones we know. So, that’s scope. In plan, there’s really two key things to do. One is, “How do I identify and get my arms around risk?” so risk management. And people are working on a lot of projects at the same time. So, if we identify 10 or 12 risks, can we manage a million things? So, how do we prioritize risks and just focus on the ones that are really key?
And the second part of plan is the project plan, which is always everybody’s favorite part because they just tremble at the idea of a Gantt chart. And the interesting thing is it becomes this great visual scoreboard that once you know some project management principles, you’d be amazed at how easy a Gantt chart can be and how strategic it can become to your entire project and your team. So, that’s a little bit about a plan.
Scope and plan together, make up, “I’m ready to go, and now we just need to execute.” So, I’ll pause there, see if you have any questions.
Pete Mockaitis
Sure thing. So, with Gannt charts, for those who are not familiar, can you describe this life-changing magic and what makes it so amazing?
Kory Kogon
Yeah, and people will say, “Kory, get a life. You get so excited about a Gantt chart.” And sometimes they’ll say, “Demystify success for the unofficial project manager,” because it is a demystification. So, a lot of people, when we ask them, what do they used to you know plan a project or to track it, and most times, and we do poll after poll after poll the, answer always is in the majority, Excel. And then some people are using some things like Monday.com. I mean, there’s a bunch of things out there, Google Sheets and all that kind of stuff.
And they use Excel, and it’s interesting because the Gantt chart program, so think, and I don’t represent them, Microsoft Project or Smartsheet on the Google side, and I have no allegiance to any of them, but essentially, they are Excel and project management principles included. So, here’s the big demystification, which I love, is when you understand the concept of dependencies, that one task must get done before the other task gets started, as an example, and you tie those things together, the software will allow you to tie those things together, and you learn the difference between work hours and duration.
So, work hours is, “Oh, yes, Pete, I can get that list to you, or the customer list together, in four hours, no problem.” Really? You have seven other projects going on, your team is busy, also somebody’s on PTO, and really the duration is two or three days to get those four hours of work done. So, if you input dependencies and duration in your task list, then you’re going to end up with what’s called the critical path. Another terrifying term to so many people.
The critical path is a wonderful thing. The critical path will light up in a Gantt chart and show you the shortest amount of time it’s going to take to get those tasks done that must be done on exactly the way you have them in order to finish the project right here. It lights up. So, suddenly, you have this magical strategic tool that shows you how this project needs to go, and how you might need to put your best people on critical path items because they got to be done right then and there.
So, it’s not for the faint of heart and it’s not for like brand-new people training. You want to make sure that you have the right people on critical path items. And if a critical path item is in danger, it allows you to think about, “Okay, Mary, you know what? You’re on a task that isn’t so critical. Can you help Pete out because we really got to get this done?” So, it just turns an Excel spreadsheet into a magical strategic project management tool that’s not as hard as everybody thinks.
Pete Mockaitis
Okay. And so, are you saying that you’d recommend, if you’re using Excel, try Project or something else? Or are you saying, “Get the magical plugins that make Excel do this for you right away”?
Kory Kogon
I’m not that good to know if Excel has the plugins, but I would say, and we say in our courses too, we’re not here to make experts of Gantt charts. And we’ll say it in the book as well, give it a try. So maybe it’s Microsoft Project, there’s a lot of online programs out there. Give something a try. Take a deep breath. Learn those principles, and then see how it works for you.
Pete Mockaitis
And I think a cool thing to highlight in terms of those principles and the notion of the critical path is that there are some activities that we can do serially. Okay, not serially, but parallelly. We could do some things at the same time, and it’s all good. Team A is working on some marketing stuff, which they can do before Team B does the engineering to make the thing actually exist. That’s possible. We don’t have to wait until we could actually see it and touch the thing in order to start getting some marketing things together.
However, when it comes to photographing the thing, it needs to exist first in order for it to be honestly photographed. And so, that is how you really start to see that differentiation between, “Are things done in parallel or serially?” and then the stack of things that are dependent on the prior things extend outward horizontally to become the critical path on a chart. And so, it really is pretty eye-opening. And as you go, “Oh, well, we can get started on all these things right now, but we absolutely cannot start this until that’s done, so we really, really, really got to make sure that this piece doesn’t get delayed here.”
Kory Kogon
A lot of times we just intuitively think about that as unofficial process, “Oh, well, you know, yeah, we need to do that, but we’ll check with them, and we’ll probably get that on Tuesday.” This makes it very specific. And you said it beautifully, things can work in parallel and these dependencies are finish to start, start to finish. So, there’s a few different ones in there that link them together.
I always like to talk about Thanksgiving in the United States dinner is turkey, you know, turkey dinner. And when you think about cooking, how all that works, you sort of intuitively know, “Well, I need to put the turkey in four hours ahead, but the potatoes need to go in ten minutes before the turkey is ready.” So, it’s very similar. We’ve been doing it intuitively, but when we get it down into a chart and let the chart help us manage, it’s really amazing.
Pete Mockaitis
Certainly, and then you start to have some fun thinking about the resources and the true bottlenecks, and it’s like, “Oh, well, this doesn’t even need the oven at all, so easy-peasy. I’ll just use the microwave for that, and away we go.” Okay. Well, so now let’s hear about the engage.
Kory Kogon
Well, that takes us right back to the people part because this is where, if we’ve got scope and plan, and we want to engage, this is where we need to help our people do their work and hold them accountable, so we say inspire shared accountability. And so, if you think about if we’ve got a good, or whatever you’re using, it should be a visual scoreboard, much easier in this day and age because everybody can go online and see what’s what, whether you’re working remote, or hybrid, or whatever. So, really good versus having to bring a chart into a room.
So, everybody has visibility into my well-done, whether it’s a Gantt chart, or however you end up doing it, and what we recommend, and we’re very famous for this at Franklin Covey, is what we call a team accountability session, because people are already rolling their eyes, saying, “Of course, you’re going to tell me to do another meeting.” We work our meetings and our accountability, we like to say, from the bottom up. That this is not about the leader holding the team accountable. It’s about the team wanting to play to win.
So, this team accountability session is maybe a once-a-week meeting, that is not a staff meeting, it’s not an operations meeting. All it is, it’s like, forgive me, using a sports analogy, but like a sports huddle. The team gets together and everybody commits to, “This is exactly what I’m doing this week to make sure this project stays on target.” And the job of the leader in that meeting is to only, what we call, clear the path.
So, everybody comes to this very short 15-minute meeting, of course, depends on how many people you’ve got on the team. Everybody knows where they are, and they are reporting out, “Hey, last week, I said I was going to do this thing, got it, done, moving on. Next week, I have a million things to do, but here’s the one thing I’m going to do to make sure this project stays on task,” and the project manager is in the background clearing the path, “You know what? I can’t get through to facilities, they’re not answering my calls. I can’t get my thing done to get the parking set up.” And so, great, my job as a leader, I’m going to call facilities so you have a clear path to be able to do that, and the meeting is over.
And that is just, so it’s the people are making the commitments to what they’re going to do to keep that project on track, not the leader, and so it creates this engagement by the team and they high-five and they go out. That’s sort of the cadence of accountability that we do. Doesn’t always go perfectly. Lots of times people come to the meeting, “I didn’t get to it.” So, what the leader has to really learn is, “How do I tell Pete? He didn’t do his commitments, and he just announced it in the meeting, how do I let the team know that I’m holding him accountable without embarrassing him in front of everybody else, and turning the team against me at the same time?”
So, there’s a lot of learning that goes into that, and also, “How do I, if somebody is chronic, where they haven’t shown up for three weeks, how do I have a performance conversation with them to understand what’s going on and set it right?” So, the pathway is to engage through this bottom-up team accountability. And I say bottom lovingly, meaning the people who are doing the work get to speak and make the commitments, the leader is behind them. And then, “How do I keep things going because something’s going to give because we’re not perfect?”
Pete Mockaitis
And, Kory, I’d love it for you to give us a demonstration. Indeed, let’s say I show up and I didn’t do the thing, how does one respond in that artful way that you described that checks all the boxes you’re looking to accomplish there?
Kory Kogon
It’s a great question, and I’ll do it with you. So, go ahead, tell me you didn’t do something.
Pete Mockaitis
“Oh, yeah, sorry, no, I didn’t quite finish that one up.”
Kory Kogon
“Thanks, Pete, for letting us know. Can you tell us a little bit about what went…? I’m sure we’re all so busy. What happened?”
Pete Mockaitis
“Yeah, that’s the thing. There’s just been a whole lot going on in a lot of directions, and, yeah, unfortunately, I just didn’t get to that.”
Kory Kogon
“Okay. Well, I get that and, again, I know, I can tell it’s on your face, too, how crazed everybody is. We’re all busy. You made that commitment last week. So, what is it? Is there anything that we can do to help you? Because now we have that commitment and we need your commitment for next week. So, what can I do to help you to make sure that we hit our commitments by the time we come back next week?”
Pete Mockaitis
“Well, yeah, I appreciate the question. I guess it’s just really tricky with my boy, my youngest kid just isn’t sleeping well, and so then the rest of us aren’t sleeping well. And then, I don’t know about you, when I don’t get the sleep, I’m kind of dumber and slower in everything I try to do on a given day. So, I don’t…it’s probably not practical for anyone to show up and tend to the children in my home. So, yeah, I’m kind of drawing a blank.”
Kory Kogon
“Yeah, it sounds a little frustrating. Everybody in this room is really nodding. Everybody has kids. Well, here’s what I would suggest so we don’t hold everybody up. How about you and I take this offline and then we’ll figure something out. Does that sound okay?”
Pete Mockaitis
“Oh, sure thing.”
Kory Kogon
“Okay.” So, if I had gone any further with you, the tension would really rise. Somebody might have said, “Well, you know, I had these three other projects and I couldn’t get to it, and you made the commitment.” So, somebody might have said, “Well, you know what, I couldn’t get to it yesterday. I’ll get to it tomorrow. And here’s my commitment for next week. I’m going to keep it really light, but I can get this done to make sure that…” and we would agree and go on.
But you pushed me to the second part, which is we need to have a performance conversation offline because, had I gone any further with you, like I said, the tension was rising in the room, and it starts to become embarrassing for everybody else.
Pete Mockaitis
Yeah, and they don’t need to hear about you and me troubleshooting a sleeping…
Kory Kogon
Exactly.
Pete Mockaitis
In terms of just like respectful of their time. But I really do appreciate how you made it clear. And it wasn’t super ominous, like, “You’re going to get a talking to by the principal.” But it was just clear, it’s like, “Okay, that’s not just going to get swept under the rug. Something is going to be done to address that,” and so the team gets that memo. And so, if someone was new, it’s like, “Oh, duly noted, not getting to it doesn’t work here.”
Kory Kogon
Exactly.
Pete Mockaitis
“Okay, message received.”
Kory Kogon
That is the key, that when you do this well and don’t lose the respect of the team, like if it had gone further and we took the gloves off, that’s bad because what will happen is just group dynamics. The group will defend you more than the leader, like, “I can’t believe she’s doing that to Pete here,” that kind of thing. But what does happen, like you said, “I got the memo.”
And that’s the key, is by handling it when it happens somehow, what people are sitting there doing is exactly what you said, they’re like, “Okay, I am never, ever, ever, ever going to put myself in that position of not coming to this meeting without my commitments done,” or “I’m going to let Kory know beforehand so we can work it out.” And that’s the key, that’s accountability. That’s a great thing where people are thinking it up themselves instead of dropping the hammer on them, like, “You will do your stuff,” kind of thing.
Pete Mockaitis
And I think that’s powerful, is that you didn’t need to shout, or be mean, or do name calling, or, like frowny faces. You didn’t have to do any sort of a toxic behavior for it to feel plenty uncomfortable such that I wouldn’t want to do that again. Like, people love to complain about their bosses, nor do I think I could be like, “Can you believe what Kory said to me?” It’s like, “I kind of can. Like, that’s seems kind of like a reasonable response from a leader, even though it sucked for you. Sorry you had to go through that.”
Kory Kogon
Right. And even when you said no frowny face, for me, some of my best friends, I’ll be sitting with them and I’ll get a nudge, and they’ll say, “Talk to your face,” because I could be showing my hand on my face. This whole thing around leadership, and even with these five behaviors, leadership is a choice. And project management, again, we didn’t choose to be people leaders, but if you’re a project manager, you’re leading people, and you have to talk to your face, and you have to be very measured about this and very self-aware, and emotionally intelligent in dealing with people and getting things done.
Pete Mockaitis
All right. Thank you. Well, so track, adapt, and close, we might do the quicker version of those.
Kory Kogon
We can, because if you get the first two groups done well, and we’re engaging, then track and adapt, we’ve been doing it all along. Track and adapt is really about the whole agile movement that we did have a scope, not that we want scope creep, but are we building in feedback loops, really listening to people to make sure that we are delivering value on the project? Market forces change, things change out there, and so track and adapt as a team. Do we have the agility to be able to do that? As a leader, am I leading my people in the right way around that?
Close is always so interesting because if you talk to people, one of the things they’ll say is, “Do you have a bunch of projects that never end?” And people will laugh and say, “Ugh, all the time.” So, we got to finish them because it’s easy to start them, hard to finish them. But we finish them and the most important thing, again, remember we want an engaged team, is to have that closing meeting. When I get that meeting notice, I roll my eyes, like, “Ugh, the closing meeting.”
And then when I’m in it, I’m like, “I’m glad we did it,” because the team gets recognized, the key stakeholders are there, and it’s a place where people can share a retrospective, “What went well? What didn’t?” people can voice their concerns, we can celebrate people, and it really sets people up to be even more engaged for the next project. So, that’s track and adapt and close.
Pete Mockaitis
Okay. Well, tell me, Kory, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?
Kory Kogon
I think what I said, this is not for the faint of heart but it can be done. And whether you are a solo project manager, these principles are in play. Or, if you’re leading a group in a large organization, the same things apply when you put your mind to it. So, I think that’s a final statement on that.
Pete Mockaitis
Okay. Well, now could you share a favorite quote, something you find inspiring?
Kory Kogon
Yes, I do have a quote, and that quote is by Dr. Stephen Covey, and it goes to everything that we’ve been saying. And what he said is that, “Fast is slow, and slow is fast.” And I really get on board with that in so many ways as a leader when it comes to projects, when it comes to managing home life, and 30 years in a relationship. Fast is slow. Slow is fast.
If you go too fast on a project, you’re going to pay the price at the end. If you go too fast as a leader trying to get work done and don’t take care of the people, it’s going to slow you down at the end. If you slow down, because I’m sure people on this call, Pete, also were going, “Hey, I don’t have time to scope and I don’t have time to go find other key stakeholders and all of that,” but we call it front loading, and so if you slow down to do the work up front, it’ll speed things up in the end. So that’s my favorite quote.
Pete Mockaitis
Beautiful. And a favorite study or experiment or bit of research?
Kory Kogon
I’m a fan of Dr. David Rock, who is the founder of the NeuroLeadership Institute, for many years, and I was lucky enough to be able to get a certificate of NeuroLeadership Foundations. So, I love following his work because it’s very, obviously, research-based and has everything to do with how the brain works. And in this world of knowledge work, we have to optimize our brain.
Pete Mockaitis
All right. And a favorite tool?
Kory Kogon
A favorite tool, I think it’s interesting, here’s my old school-ness – tables in Word.
Pete Mockaitis
Oh, yeah.
Kory Kogon
That is helpful to me because I write so much, and it’s always interesting when I see people write text in Excel, but a table for me is really good. And Notion now is a favorite tool of mine as well.
Pete Mockaitis
Okay. And a favorite book?
Kory Kogon
A favorite book is actually Quiet by Susan Cain, because I am a raging introvert.
Pete Mockaitis
Okay. And a favorite habit?
Kory Kogon
My favorite habit is walking. I like to walk. Again, going back to the brain, that I work really hard, like so many people do, and continuously, and that is not a good thing, even in the day-to-day. You need to take breaks, and that break will increase your productivity by a certain amount. So, when I take a break, I like to go out and walk, and on the weekends, I live in the desert, so it’s a great habit to help me think. And a lot of times, I’ll come in my office, look at my computer, read something, and then go take a walk to let it synthesize.
Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?
Kory Kogon
We would point them to, you know, you can get the updated version of Project Management for the Unofficial Project Manager at any of the booksellers, Amazon, etc. You can find me on LinkedIn, and you can go to www.franklincovey.com to see this and all of the other things that we have up there on people development.
Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be honest about their jobs?
Kory Kogon
Remember that it’s about the people, number one, if you’re a leader; and number two, regardless of your role, that you have every opportunity to work in your circle of influence if you let go of some of the things that you can’t do anything about. It’s a tough time in the world right now and in the workplace, and so if you just really take a deep breath, count to 10, and focus on things that you have control over, you’ll find that it’s easier to get through the day-to-day with a pretty good contribution at the end.
Pete Mockaitis
Awesome. Well, Kory, thank you. I wish you much luck in all your projects.
Kory Kogon
Well, thank you, and thanks for taking the time with me today, Pete.