This Podcast Will Help You Flourish At Work

Each week, I grill thought-leaders and results-getters to discover specific, actionable insights that boost work performance.

509: How to Become the Manager Your Team Needs with FranklinCovey’s Todd Davis

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Todd Davis of FranklinCovey says: Everyone deserves a great manager.

Todd Davis explains why people are bad at managing—and what to do about it. 

You’ll Learn:

  1. Where most managers fail
  2. How to overcome the fear of feedback
  3. A productivity hack to keep your week from spiraling

About Todd

Todd Davis has been with FranklinCovey for more than two decades and serves as the chief people officer. As the Wall Street Journal bestselling author of Get Better: 15 Proven Practices to Build Effective Relationships at Work, Todd has delivered keynote presentations and speeches around the globe, including at the renowned World Business Forum. Todd has been featured in Inc. magazine, Fast Company, and the Harvard Business Review. He and his family reside in Holladay, Utah.

Resources mentioned in the show:

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Todd Davis Interview Transcript

Pete Mockaitis
Todd, welcome back to the How to be Awesome at Your Job podcast.

Todd Davis
Thank you, Pete. Thanks for having me.

Pete Mockaitis
Well, I’m such a big admirer of FranklinCovey and the work you guys do and several of your folks over there who’ve appeared in the podcast. I’d love to hear, what’s some of the newest, latest, coolest insights coming out of FranklinCovey over the last year or two?

Todd Davis
Wow! That’s a loaded question. Well, FranklinCovey, I’ve been here for, going on 24 years now, so lots of great things during that time. Most recently, and this has been maybe a little bit longer than two years but we’re still involved in it, a big business model change where we now have what’s called an all-access-pass model.

So, previously people that would engage with FranklinCovey would purchase our solutions or have our consultants come in for a specific solution, and we still do that, but now it’s more of a subscription model where people have access to everything and anything that FranklinCovey does. And we have, well, we call them implementation specialists that come into your organization or your team and help create these learning journeys. So, that’s probably the biggest, one of the biggest changes I’ve seen in my career here.

On a more recent change, the book that I believe we’re going to talk about, Everyone Deserves A Great Manager: The 6 Critical Practices for Leading a Team just hit the Wall Street Journal’s bestseller list today, it just came out today.

Pete Mockaitis
Oh, excellent.

Todd Davis
So, very excited about that. That was not why we wrote the book but it’s nice to see that validation of how it’s resonating with leaders and managers and others all around the world.

Pete Mockaitis
Yeah. Well, let’s dig into that. I think that’s a beautiful vision statement put out there, everyone deserves a great manager. So, what do you say is sort of how well the world is doing right now, or maybe the U.S. in particular, that’s easier, in terms of what proportion of folks do, in fact, have a great manager and how are we defining that?

Todd Davis
Well, yeah, it’s such a great question. You know, I was talking with my group as part of our book launch last week, and we made the analogy, if you get on an airplane, you sit down in the seat, and you’re ready to relax for a minute, then the pilot comes on and she or he says, “Thanks for flying with us. I’m not really a trained pilot but I have an interest in flying and I may get my license one day. But, relax, welcome to Good Luck Airlines.”

Your immediate response, at least mine is, “I got to get off this plane.” And while that’s kind of an overly-dramatic analogy, this is what happens in the real world. We have good people, really good people, and according to a Harvard Business Review study, they’re put in their first manager role, on average, at about age 30 and yet don’t receive any management or leadership training until age 42, if ever, so there’s this 12-year gap where they’re like this pilot trying to do the best job they can but it’s kind of like, “Welcome to Good Luck Leadership.”

[03:02]

And our instincts, and what happens in reality, is we leave that company, we leave that manager. Yes, people need to be paid fair, they need to have benefits, they need to do challenging work, but study after study shows that people leave because of their leader, because of their manager, or they join or they stay because of that leader. So, not only does everyone deserve a great manager, if you’re going to have a successful team organization, you got to invest in and be one.

Pete Mockaitis
Okay. So, I’m sold. I’m convinced. And so then, I’d like to hear maybe just to orient kind of what that looks like when someone goes from not so great, haven’t been trained, to making that transformation, what’s that kind of look like in terms of the starting line, and then the transformation, and then what it looks like on the other side? And if there’s a particular client or manager that comes to mind, feel free to share that story.

Todd Davis
Absolutely. Well, when I asked groups around the world, “Who’s ever had a bad manager?” every hand goes up. And, again, I want to distinguish between a bad person and a bad manager, but a manager who really wasn’t qualified to lead people. And then I talked to them about why they felt this person, what was the person lacking, or what was the gap. Many different things, of course, but a large majority of them center around the person’s ability to really empathize and communicate. Communication is like the number one thing that comes up.

And so, I’m not just saying that, well, if you can become a great communicator, then you’ll be a great manager. But that seems to be where it all starts, or most of the time. And so, to your question, “What is it like to go from a bad leadership or management situation, where I don’t really have a lot of respect or appreciation for a manager, to a great one?” It starts there with someone who is real with me, communicates with me, and the feeling, as you asked, “What is the feeling?” it’s a feeling of validation, of acknowledgement.

Not that I’m perfect, but that the work I do matters, that you care about me as a person, not just as the project leader or the frontline person or whatever my role is, but you care about me as a person. You’re looking through a lens of a leader’s mindset versus an individual contributor’s mindset. So, I got to be careful because I’m very passionate about this, and I want to make sure we get all your question answered. But mindset is where it really starts. In fact, that’s the person we talked about in the book, is the importance of having a leader’s mindset.

Pete Mockaitis
Now that piece about they really communicate, I saw, it was a Harvard Business Review study another guest brought up, it said that the majority of managers are uncomfortable communicating about anything.

[06:01]

Todd Davis
That’s right.

Pete Mockaitis
I just couldn’t even wrap my brain around this study. I got to understand, hey, there’s some hard conversations, difficult to give some feedback or corrective, but it’s just like across the board. So, can you maybe paint a fuller picture in terms of not communicating? I mean, words are exchanged surely. So, what’s kind of the base level of communication that doesn’t really count, doesn’t get the job done, versus kind of an example of great communication, like, “Wow! Okay, this is what a great manager sounds like”?

Todd Davis
Great. Great question. I’ve been in leadership roles for about 25 years. I’ve been observing and coaching leaders during that time as well. And I think, to start with, there are many reasons why the communication is poor, we don’t communicate at all as managers, but those that I’ve worked with, well, I wouldn’t say the number one reason, but the top two reasons are they’re very busy, they’ve got a lot to do as a manager, and that’s caused by the fact that they don’t have the right lenses on, they don’t have the right mindset. And so, they view themselves as too busy to spend the time necessary with their team. That’s one of the first barriers to communication.

The other, and it’s really a close runner up, is when you say they’re uncomfortable communicating it’s because they feel like they have to have all the answers, “I don’t want to open up a conversation, and then my team member that I’m leading ask me something and I don’t know what to do.” And both of those are incorrect ways to look at things.

Number one, if I’m in a leadership role and I don’t have time to meet with my people, I need to get out of that leadership role. That’s what I’m thinking about. My number one job as a leader is to get results with and through others. And so, to have that kind of be a mental barrier, talking about communicating, is really what I need to address.

The second issue of having to have all the answers, again, wrong way to think about it. I don’t have credibility with you because I have all the answers. I have or intend to have credibility with you because I know how to facilitate an engaging discussion, I know how to go and find and pull in people who will help so together we can find the right answers.

So, “I’m afraid to discuss with someone because I don’t have the right answers or maybe I need to give them some feedback, and I’m uncomfortable with how to give them a feedback. I don’t want to offend them, or I just want the problem, if it’s a problem, to go away.” These are all things that get in the way of effective communication. And we can certainly go into some examples and some actual dialogue of what a communication should look like.

Pete Mockaitis
Yeah. Well, I think we may well do that. And so, when you say too busy to spend the time necessary, I guess there’s probably a lot of flexibility on that range, like just how much time is necessary. But do you have a sense in terms of, “Hey, this much time is not enough time”? Like, what’s sort of the minimum recommended daily allowance that we’re talking about here?

[09:15]

Todd Davis
Yeah. Well, it’s certainly varies with the industry we’re in, with the roles we’re in in those industries, with the number of people we have reporting to us. Practice number two of the book that we’ll get into is to hold regular one-on-ones. And so, specific to your question, whether I’m holding a 30-minute one-on-one with each team member every week, or every other week, or even once a month. While the frequency is somewhat important, it’s the consistency.

If I commit to say, “Hey, Pete, I’d like us to…we’ll see each other and work together on many things throughout the month, but I’d like us to meet once a month with the sole purpose of finding out what’s working for you, what’s not working for you, what can I do to help remove barriers. So, could you have that in mind? And as we get close to that time each month, I’ll send you a little form that I use, and you just…I want to make sure we get all of your topics addressed.” You make the meeting about them.

So, the frequency and the amount of time will vary with the number of reports you have, the direct reports you have, but the most important thing is the consistency. Once you made that commitment, if you cancel on that or you continually reschedule or move it back, it unintentionally, and I hope it’s unintentional, it sends a message to that person that I say I value you but I really don’t value you as much as I do this other thing that came up.

Pete Mockaitis
Right, yes. That completely resonates. And that’s, I think, reassuring in terms of there’s some flexibility there with regard to the scheduling. And if someone is frightened by the notion of, “I have 18 direct reports,” it’s like, well, 30 minutes once a month, mathematically speaking, it results in nine hours per month out of maybe a 160 work-hours. Doing real-time math here. Five or six percent of your day is one-on-one conversations. And that doesn’t sound so outrageous. As I imagine, you probably get some pushback, like just that, “I don’t have time for all these, Todd.”

Todd Davis
A lot of pushback. And, again, I go back to, “Are you really ready to be in a leadership role?” Again, going back to practice number one of the book “Develop a leader’s mindset,” I like to ask leaders and those that I coach, “Do you want to be a great leader or do you want your team led by a great leader?” And people will pause, and I’ve had a few people say, “Well, okay, help me understand the difference. Do I want to be a great leader or do I want my team led by a great leader?” And it is a very subtle difference.

And in my experience, if you want to be a great leader, you probably do a lot of really good things during the day. You add value to your company and all that, that’s fine. If you shift that mindset a little bit and, every morning, you wake up and you have the mindset of, “I want my team led by a great leader,” then I’m looking at everything through their lens. “What do they need? How can I help Aaron reach his full potential? What does Blair need to complete this project?”

[12:28]

And so, again, it sounds subtle but then it makes it not just easier, much more meaningful to say, “Gosh, nine hours out of my month, or 10 hours out of my month…” based on the numbers you gave me, “…to spend investing in making sure I understand what my team needs because I want them led by a great leader, I’m going to be much more effective, they’re going to be that much more effective and engaged. And time and time again, I’ve seen it. Our team is going to produce much better results and much more meaningful to the bottom line.” So, it’s not just a nice to have and it’s not just that everyone deserves a great manager, you’ve got to be a great manager to help your organization and your team stay in business.

Pete Mockaitis
Oh, certainly. And I just think about retention, I think that’s sort of been my philosophy when it came to some of my early career decisions. It’s like, “I don’t…” I think it’s a fair statement to say that we cannot count on, in the vast majority of cases, a single employer being your source of income for a lifetime. Generally speaking, that is not the case for the majority of folks.

And, thusly, in a world where, hey, economic downturns often do result in layoffs, and where loyalty is not as strong on both sides of the table, that’s kind of was my takeaway, it’s like, “Well, I need to be in environments where I am maximizing my learning and skills development and growth in order to be employable over a lifetime. And if I’m not, then I’m kind of flirting with some risky business.”

And so that I think from a business strategic perspective, hey maybe you’ve done a study on this, I think there’d be just a gargantuan difference in retention and turnover stats for organizations that do this versus that don’t do this.

Todd Davis
And that’s so true. There was a recent study by Deloitte, it’s called their Global Human Capital Trends Report, cited that 30% of workers today are engaged, 52% are disengaged, and then the remaining 18% are actively disengaged. I like to ask people, “So, what’s the difference between actively disengaged and disengaged?” And it’s those actively disengaged, they are really a cancer within the organization, they’re going down bringing everybody else down with them.

[15:01]

But the main thing, and to your point, Pete, 30% are engaged, are excited about what they do, come to work with this creative, innovative mindset, adding real value. And so, if we, as leaders, aren’t focused on, “How do we keep those folks engaged? How do we raise the level of engagement of others?” they are going to go elsewhere, and we are not going to succeed.

I like to coach managers on thinking about their superstars, their top performers, and making sure that they know the answer to three questions on a regular basis, like at least once a year, maybe every six months, “What’s working for you? What’s not working for you? What would you like to do next?” And I’ll have managers push back and say, “Okay, well, I’ll ask what’s working for them but I don’t want to ask them what’s not working for them. What if it’s something I can’t fix?” I joke back and say, “Well, okay, so let’s ignore it and wait until the company down the street is able to provide that or fix that, and then we lose them.” Let’s address “What’s not working for you?”

Often, they’ll bring up something that you can actually influence or maybe do something about. And if it’s something you can’t, if it’s something you can’t fix that’s not working for that superstar employee, if you have been asking sincerely, and they know your intent really is to try and have a great career for them, or help them create a great career, just by asking that question will be a huge deposit with them and add a lot of value.

And then I really get pushback on the last question, “What would you like to do next?” And people say to me, “Well, I don’t want to plant that idea in my superstar’s mind ‘What do you want to do next?’ I want them to keep doing the exact thing they’re doing right now because they’re so valuable.” And, again, I would just share and remind people, superstars, talented people, they want to be challenged. You just referenced this. They want to keep learning and growing.

And so, if you don’t ask them what they’d like to do next, and they don’t have that opportunity, they’re going to go to an organization that offers it, so let’s find out what they want to do next, and maybe there’s a way to have them continue doing their excellent work in their current role, but also adding new learnings and dimensions onto what they can learn.

Pete Mockaitis
Well, I love those three questions, and you piqued my interest earlier when you said, “Fill out this form for our one-on-ones.” What are some the things that go into the form?

Todd Davis
Well, I say it’s more symbolic. It’s a very usable form. There’s a copy of it in the book. But we just want to create the idea of, look, your regular one-on-ones manager or leader, they aren’t a status check of how these people are doing on their projects. Yes, you need to have that, and maybe that can be a small portion of the one-on-ones or preferably in another meeting. The one-on-ones are their meetings.

So, the form is to get them thinking about the types of things they’d like to bring up with you as their leader. Now, leaders are hesitant to do this. They want to be able to control the conversation, where things go. And while that’s understandable and human nature, that’s not how you’re going to attract and retain top talents.

[18:15]

So, you make the one-on-one about them, they fill out the things they’d like to talk about, you fill out a couple of things that you want to see get covered in the meeting but make sure that theirs are the priority, and you tell them that, “We’re going to go through your list of things first, and then if we have time for mine, great. But this is about you.” And then you share those lists before the meeting.

And, really, what that does symbolically and practically is it shows the value that you are placing on them and their time and how important what their thoughts and their opinions are to you. That it’s not just, “Let’s get together. We’ll talk about whatever comes up,” but, “No, I, as your leader, am going to put some thought into some of the things that you want to discuss, and that’s why I’d like to know what they are in advance so that I can be really well-prepared to make the most, the best use of your time, and have given a lot of thought to the things you’d like to discuss.”

Pete Mockaitis
Oh, beautiful. Thank you. So, we talked about one of the practices, which is having the one-on-ones. Could you give us an overview of the other five, and then we’ll sort of see where we care to take deeper?

Todd Davis
Absolutely. So, just to kind of keep things in order in my head, practice one is develop a leader’s mindset, everything starts there, it’s the foundation of the way you think about your role as a leader. Practice number two, that we just talked a little bit more about, holding regular one-on-ones. Practice number three, setup your team to get results. Practice number four, create a culture of feedback. Practice number five is to lead your team through change. And then practice number six, manage your time and your energy. And I’m happy to talk about any or all of them.

Pete Mockaitis
Okay, let’s talk about the culture of feedback.

Todd Davis
Great.

Pete Mockaitis
How do you do that?

Todd Davis
So, yeah. Well, let me ask you this, Pete, and I can’t see you but I see a picture of you. When someone says to you, some colleague or boss says, “Hey, Pete, have you got a few minutes? I’ve got some feedback for you.” What kind of goes on internally?

Pete Mockaitis
For me it’s like, oh, boy, all right, they’re going to bring it. Okay, and so I’m just like I’m already a little freaked out so I’m trying to calm down a little bit. It’s like, “All right, Pete, there’s probably some merits in what they say, even if they enrage you, be ready with your magical phrase, ‘Tell me more about that,’ when your brain comes reeling associated with what they have to say.”

Usually, if it’s unexpected, that’s it. If it’s sort of like the regular time we have where feedback lives, maybe this is where you’re going, it’s like, “Okay, it’s just what we do here. All right, it’s all good.” As opposed to, it’s like, “So, to be more succinct,” I’ve had a listener correct me on that a couple of times, “It’s pronounced succinct,” now I know. Thank you. It’s probably, “Uh-oh, I hope I didn’t screw something up too bad.”

[21:16]

Todd Davis
Well, thank you for your transparency and honesty. And I’m wondering if you could travel the country with me as I give keynotes on this because you just described what is going on in every one of us. I had a person in a presentation the other day and I said, “When someone says to you, ‘I’ve got some feedback for you…’” and this person said, “Oh, I love feedback.” And I said, “Great. And that’s what you tell everybody, and I’m sure you do. And what’s really going on inside?” And I wasn’t trying to embarrass, but they said, “Well, I am thinking, ‘Okay, I wonder what I did wrong?’” And that’s human nature. That’s what we all think.

We hear this word feedback and we think, “Oh, crap. What have I messed up?” And when I say it, when other people say it that, “Gosh, feedback really helps us.” Our initial reaction is, “I’ve messed up.” Well, feedback, if we think about, this is very elementary, but feed means to nourish or to sustain or to foster, and back means to support. Just that reminder, first off, is, “Oh, wait a minute. Feedback is here to help.”

So, creating that culture of feedback, where you said towards the end of what you were sharing, is the norm is really the goal here because we all have blind spots. Everyone. The most accomplished human being on the planet has blind spots. And if we don’t have a systematic approach to feedback, getting feedback all the time, well, then we go through life and through our careers being less effective than we could’ve been.

Now the way we go about creating that culture of feedback is really important. In the book, we talk about the importance of giving reinforcing feedback or redirecting feedback, and we’re not avoiding the word positive or negative feedback to tiptoe around something or not call something what it is. In fact, we’re trying to do just that.

Reinforcing feedback, I mean, for people who have raised children or nieces or nephews or whatever, the first day they can tie their shoe or they remember the word pants to school, and you say, “Johnny, way to go. You got dressed all by yourself.” And, honestly, not to sound condescending, we don’t change much as we become adults. That reinforcing feedback tied to a behavior continues to cement in our minds, “Oh, that was a good thing and that felt good having that recognized. I want to do more of that.”

So, I guess the first thing I want to say here is let’s remember that reinforcing feedback of great behaviors, great results, is equally as important as redirecting feedback, when the behaviors are not where they need to be. So, reinforcing feedback is critical. And something, just to dive a little deeper on this, while some people will think, “Well, reinforcing feedback will be, ‘Oh, gosh, Adam, you’re so awesome. We’re so glad you’re here at the company. You do a great job.’”

[24:07]

That’s nice and I’m sure that’s well-intended but, quite frankly, it means nothing. Versus, “Adam, I’m so glad you’re on our team. That report you delivered yesterday in the meeting, the level of detail you went to, it shifted the whole conversation. And I have noticed over the last couple of months that we’ve worked together how detail-oriented you are. And, boy, did that play out well yesterday. So, I just wanted you to know how much I appreciate that.”

Adam is going to remember that feedback for a long, long time. And, more importantly, Adam is going to continue to even strengthen his strength of attention to detail. So, reinforcing feedback tied to a behavior. I had a very wise manage many years ago who taught me that, and just said, “Todd, remember you’re always very positive with people and that’s a great thing. Remember when you’re giving feedback that, number one, it’s sincere and that it’s tied to a behavior not just that it’s, ‘You’re awesome.’” So, that has stuck with me for a long time till forever.

Okay. Redirecting feedback, things aren’t going so well. This is where a lot of managers, “Gosh, I don’t know what to say. I don’t want to offend them,” and they wait and wait and wait, hoping the bad behavior will just disappear or the person will disappear. Redirecting feedback, when given with the right intent, declaring your intent upfront, can be just the most helpful thing you can do as someone’s manager.

“Joan, I really appreciate you taking time to meet with me today. I want you to know how much I value your contribution on the team. I had, and I’ve had in my career managers and other people point out things to me that I maybe wasn’t seeing or wasn’t aware of, and it’s been hard to hear for me but it’s been a huge help in my endeavors to be a strong contributor. I want you to know my only intent as your leader is to do the same for you. You have so many good things going for you. There are a couple things I want to talk to you about that I believe are hindering your complete and total success. So, please know it’s with that intent that I share this with you.”

That’s how I begin every redirecting conversation. It’s got to be sincere. These aren’t scripts. This just comes from doing it a lot and it comes from the heart. It’s important to lower the person’s defenses. When someone feels defensive, they have a hard time hearing anything you’re saying. And I have found the most effective way to do that in a feedback situation, redirecting feedback, is to let them know I’ve received redirecting feedback before so that they’re not embarrassed or humiliated thinking, “Oh, I messed up.” “Well, no, we all mess up. We all need or benefit from this kind of feedback. And I’ve certainly been there before so I can really empathize with you.”

That helps lower defenses. And then making sure they know your intent, “Joan, my only intent is to help you be as successful as you can be. And I see great potential for you, and that’s the only reason I’m sharing these things.” So, that’s the way, the effective way, to receive redirecting feedback.

[27:10]

Now, a third thing, and I hope I’m not rambling too long here, Pete.

Pete Mockaitis
Oh, go for it.

Todd Davis
Okay. The third thing is some managers think, “Oh, I’ve reached my manager status, now I give feedback. That’s what I do. I give reinforcing/redirecting feedback.” Well, great, but you want to have a team that just reaches great heights and does wonderful things. It works both ways. You’ve got to seek feedback. “You’ve got to make it safe for your team to tell you the truth” is the phrase I like to use. Make it safe. Do you make it safe for others to tell you the truth?

And know this, by your title alone as manager or director, whatever it is, you, it’s not your fault, but it’s already a little unsafe to tell you the truth. And so, great managers realize that and so they go out of their way to seek feedback. And let me tell you a bad way to seek feedback is to show up in somebody’s office and say, “Hey, Pete, what did you think of the meeting this morning? How do you think I’m writing the meetings?” Well, what are you going to say, Pete, when you walk …?

Pete Mockaitis
“You’re doing great, Todd.”

Todd Davis
Exactly. And when put on the spot like that, we’re all going to say the exact same thing. Whatever she or he wants to hear, “Oh, awesome. You do an awesome job.” But a little bit differently, if I say to Pete, “Hey, Pete, I wonder if I could ask you a favor. I’m really trying to make sure our meetings are super effective. In tomorrow’s meeting…” so I’m doing this the day before, “…would you mind taking some notes, making some observations of things that you think I could do better as the leader in facilitating the discussion in the meeting? I mean, yeah, I’d love to hear what you think I’m doing well, if anything, but I really want to focus on those things that you think I could do better. Then maybe the next day or two after the meeting, we can get together and you could share your thoughts with me.”

That’s how a manager, a wise manager, asks for sincere feedback and makes it safe for others to tell her the truth or in the truth. And managers who do this and make this commonplace, the next time Todd or Pete hears, “Hey, do you have a few minutes? I’ve got some feedback for you,” we think, “Oh, great. I’ve got another opportunity here to learn something I might not be seeing.” And it becomes the norm, and nobody has that hair on the back of their neck stand up like we usually do.

Pete Mockaitis
I love those words, and it reminds me of there’s a speaker, we had him on the show, Justin Jones-Fosu, and at one time we both were doing a lot of speaking on college campuses. That’s how we got to know each other and so he’s a great speaker. And then I said, “Oh, hey, that was really awesome.” I saw him present in a conference. And he said, he was so sincere, and I love it, he said, “Hey, Pete, I really appreciate that. What I appreciate even more is if you could identify a couple of things that you think that I could do better because that really helps me grow as a speaker.”

And so, I was like, “Oh,” and first of all I was struck that I told many speakers, I told many people that they’re awesome in many ways, but it’s very rare that someone said, “Hey, thank you for that. What would be even more helpful for me is this.” I’m like, “Whoa!” And so, then I said, “All right. Well, this is one part where you’re telling this really emotional story about someone who is ill and then you actually had this music go, which is kind of emotional. And while I think that made it more emotional, it also felt a little manipulative.

[30:27]

And I don’t know if that’s everybody or just me but I think that it would seem all the more authentic if that just wasn’t there. And it’s like we’re not in sort of a TV drama, if you will.” He said, “Thank you. Actually, a couple people brought that up and I’m wrestling with that right now so it’s good to have sort of one more datapoint. And it’s awesome.”

Todd Davis
That is such a great example. I appreciate you sharing that because you just remind me. One reason why I’ve seen leaders and others hesitant to ask for feedback is they think they have to incorporate all of it. And I love what you said that his response was, “You know, a few people has mentioned that and so I’m thinking about that.” You don’t have to incorporate all of it. But, boy, I’m telling you, I get a lot of that feedback. I’m thinking I might want to tweak this so it doesn’t feel so manipulative.

So, I’m just glad you brought that up because, boy, don’t not ask for feedback because you think, “Well, if I don’t incorporate it then I’m disingenuous.” That’s not true. But you can always follow up with a person, say, “Gosh, Pete, I so appreciate that feedback you gave me. I’m going to be thinking through that. And I wonder if you’d allow me to come to you again in the future for feedback because I really appreciate you taking the time to share that with me.” That’s what you need to do when you get feedback is the follow up and the acting on it, but not incorporating every piece of feedback you receive.

Pete Mockaitis
That’s good. And just to close the circle on that, Justin happened to be, for several years, sort of the top-booked speaker at the agency so, I mean, I don’t think it’s a coincidence. One thing he did very differently than the other speakers was this, and he was number one.

Todd Davis
Great example.

Pete Mockaitis
So, I think that is more than a winky-dink. So awesome. So, the culture of feedback. I also want to get to you talked about managing your time and energy. So, I think about this a lot when it comes to sort of, hey, I got my day, I got the impact I want to make from an individual workload perspective. How do you think about this in the management context?

Todd Davis
Well, and this is not news to anyone, burnout and burnout in the workplace is just certainly not going away and it’s increasing more and more. And with all of our wonderful technology options and bells and buzzers and whistles, it allows us to be working — allows us, I say — 24 hours a day. In fact, I remember when I was promoted to a certain position here at FranklinCovey, gosh, 20 years ago…

[33:04]

And I remember saying, “Well, if I did this, could I have a laptop and maybe work from home once in a while when the situation permitted?” thinking that would be such a luxury. And I just laugh now thinking how the very thing that we were thinking was kind of a nice treat has become this thing that has chained us to our work responsibilities 24 hours a day.

And so, burnout, because of our ability to stay connected and, again, it’s a choice we all make, and I can’t really complain about it because it’s a choice I make, but we are connected all the time. And so, because we choose to do that, if we choose to do that, we’ve got to really manage that time and that energy or we will burn out, and what we model gets modeled by our team. What the leader values gets valued.

And so, again, we could talk, I do talk all day on this, but managing my time, first of all, managing my time, I liken it to a pinball machine. If I don’t have a plan for the week, I show up Monday morning or whenever your week begins, and it’s like the pinball machine. The plunger is pulled back and I’m like that ball in the machine, bouncing from bells to buzzers to whistles, and I get to the end of the day or the end of the week, and I think, “Man, I’m tired. I have been busy.”

And when I look back and say, “What have I really accomplished of value this week? Maybe a few things but not certainly all that I could have.” Whereas, when I take, and it takes me about 30 minutes on a Sunday night, sometimes less, I look through my week, I go through my appointments, I go through all the things that I really hope to get accomplished that week, and then I force myself to think through, “Okay, if I could only get two or three things done this week, what would they be?” And I choose those things with the intention of getting 20 or 15 or whatever done, but I choose the top two or three things. And then I have this plan on how to get that done.

And then Monday begins, and the pinball game starts, and so we all get caught up in it, urgencies happens, nobody’s week goes as planned, but if I have a plan to come back to after taking care of this urgency, if I have a plan, a centerline to come back to, I can get back on track several times throughout the week. And I will tell you from years of experience, and I certainly had some weeks better than others, but I get much more accomplished. And if I model that for my team, well, I’ll get even much more accomplished. So, that’s what I’ve learned in time management and how to try and create and adhere to a plan for the week.

Pete Mockaitis
And so, when you say a plan, I guess to what extent, what sort of details or key things are identified with that plan?

Todd Davis
Well, and, again, I don’t want to have any emotional music playing while I say this, but I have written what we call a mission statement here that kind of identifies my values, what’s most important to me, and I reflect. On Sunday night, I’ll look at that just to kind of reconnect with what’s most important to me, both in my professional and my personal life, and the relationships in both professional and personal life that are tied to that. And that just kind of gets my mind around, “Don’t get too far off the path, Todd, of what really why you’re doing the work you’re doing and what’s important to you.”

[36:20]

And then with that mindset, I look through the week and I look through appointments that I’ve already committed to that are fixed in the week and then I think about, based on last week and the previous weeks, the urgencies that have come up — and I’m called the Chief People Officer, I have kind of a triage role — and have a lot of unintended or unplanned things come up, and I honestly try and block out time for those, don’t know what they are, but I think, “Okay, you’re being pretty unrealistic here, Todd. You’ve got these dates of back-to-back meetings. First of all, how are you going to get from one meeting to the next without any time in between? And as the urgencies come up, have you blocked…?”

So, I’ll block out some other time that’s not specific for a meeting, but because I know by this time of the day, I’ll have two or three things present themselves that I need to get answers back for people on. And so, maybe I’m getting too detailed, but that’s the level of detail I try and get to, to have a realistic week in front of me. And then I will look at, “Oh, that’s right. I told my daughter, Sydney, we’re going to plan this trip. I’m going to block out this hour that afternoon and see if she could talk then, and will schedule some time around that.” So, that’s just kind of an idea or a glimpse into my mind as I’m planning out the week.

Pete Mockaitis
Okay. So, rather than your calendar having, hey, a few meetings and then some space that you’ve got to fill it in with whatever in the moment, you’ve sort of pre-allocated those spaces to what’s important.

Todd Davis
That’s right. And at FranklinCovey, we use a tool in 7 Habits called the time matrix, and there’s these four quadrants and there are different names for these. There are other models that are similar where you have these four quadrants, those things that are urgent and important, those things that are important but not urgent, and that’s what I was just talking about and you’re talking about where scheduling this vacation with my daughter is going to help me schedule. It’s important but because it’s not urgent, it keeps getting pushed off week after week. So, I make sure I’ve blocked time for those things that are important but not necessarily urgent.

The other two quadrants are urgent but not important, these are time robbers, these are other people’s urgencies. And then there’s the time wasters which are not urgent, not important. And you think, “Well, who would spend time there?” Well, I have, unfortunately. When I go home and turn on a sitcom thinking I’m going to watch it for half hour, and four hours later I get up off the sofa.

Pete Mockaitis
Oh, man, it must have been a good one, Todd. What were you watching?

Todd Davis
Yeah. Well, one after another, the damage done by a remote control. So, anyway, of these four quadrants, just really making sure, if I could summarize anything in the week, “Have I blocked out time for those things that are important but not urgent?” And because they haven’t been urgent, they haven’t got my attention.

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

[39:05]

Todd Davis
Just summarizing, I guess, this principle or this idea or this important fact that everyone deserves a great manager. For those who are in or will be in a leadership position, just remembering the influence you can have in that role. I’ll never forget my 35th day of employment at what was then called The Covey Leadership Center, now FranklinCovey, it was 24 years ago. I don’t know what happened on day 34 or day 36, but on day 35, my boss at that time, her name was Pam, she walked me up to a senior leader in the company whom I have not met during the interview process and his name is Bob. And she said, “Bob, I’d like you to meet Todd Davis. He’s our recruitment manager.” That was what I was hired at 24 years ago.

And then she said, “Let me tell you what Todd has accomplished during his first 35 days of employment.” And I’m shaking this man’s hand, Pete, and my mind goes blank, and I felt like I’m going to throw up. I’m thinking, “I can’t think of what she’s going to say. I couldn’t think of one thing I had done in 35 days,” and it was really this uncomfortable feeling. And then Pam went on to say, “He filled this position in Chicago that was vacant for the last six months. He’s got a recruitment strategy for the next year. He’s got a relocation policy in place.” And this list went on.

And, please, I’m not sharing that to say, “Aren’t you impressed with what I did in 35 days?” I’m sharing this to tell you I remember that moment even as I’m retelling it to you right now, it feels like it was yesterday and it was 24 years ago. This leader, Pam Walsh, believed in me more than I believed in myself. A very famous quote from Dr. Stephen Covey, the bestselling author of 7 Habits of Highly Effective People said, “Leadership is seeing in people their worth and potential so clearly that they come to see it in themselves.”

And so, I guess if I could just wrap on this topic with that thought, it is just that, to remind all the leaders, whether in a formal leadership position or an informal one, whether you have the title or not, that true leadership is seeing the potential in others so clearly that they come to see it in themselves.

Pete Mockaitis
Beautiful. Thank you.

Todd Davis
And I did that with no music playing in the background.

Pete Mockaitis
We might add it later. We’ll see.

Todd Davis
Okay.

Pete Mockaitis
Well, that sounds like it might already be your favorite quote. But do you have a favorite quote you’d mention?

Todd Davis
That is probably one of my favorite quotes. I’ve got another one. Can I share two of them with you?

Pete Mockaitis
Go for it, yeah.

Todd Davis
Okay. One is from Abraham Lincoln. John Wooden, the basketball coach, used it a lot but it was from Abraham Lincoln, and he said, “It is better to trust and be disappointed once in a while than to distrust and be miserable all of the time.” And just that quote motivates me to see the goodness in others, to see the potential in others, to trust and not be so suspicious.

[42:12]

Pete Mockaitis
I like that. Thank you.

Todd Davis
Another quote, because you said I could have two, and this one I’ve had, gosh, probably 30 years. And it was from an old actress by the name of Fanny Brice, and I don’t know that she was a mentor or anything, but the words have stuck with me. And the words she said were, “Let the world know you as you are, not as you think you should be because sooner or later, if you are posing, you’re going to forget the pose and then, where are you?” And I think in the realm of being authentic and really being who you are, those are things that I try and remember.

Pete Mockaitis
How about a favorite study or experiment or bit of research?

Todd Davis
Well, this is an old one but people are very familiar with it. There was the marshmallow study with the kids that were observed in the room when they were told if they didn’t eat the marshmallow. Do you know the study?

Pete Mockaitis
Yes, indeed. Yeah, by Walter Mischel.

Todd Davis
Exactly. Very, very familiar. But I guess why it just came to mind when you said favorite study, I haven’t been asked that question before, but when you asked me that, it’s just a daily reminder, I think, for all of us. While I don’t think about the study exactly, I think about, “Todd, what do you want now versus what you want long term?” And just that quick fix and, of course, we’ve become, with technology and everything else that “I want everything right now” mentality, and it’s important for all of us, but certainly for me to remember, “What is it that I really want the long-term result to be versus the quick high or the quick fix?”

Pete Mockaitis
Boy, and tying that together with trust, I had a previous guest who shared another layer to that study which I thought fascinating, which was that the study was meant to sort of assess your ability as a child to sort of delay gratification.

Todd Davis
Right.

Pete Mockaitis
But what they discovered was one of the big drivers associated with whether or not the child waited was their historical experience of being able to trust the word of people’s promises.

Todd Davis
Saying you’ll get more if you wait.

Pete Mockaitis
Exactly. Instead of like, “You know what, I don’t buy it. I would take this now because I know it’s there. You may or may not be there.”

Todd Davis
You’re right. I remember reading that and, boy, isn’t that true.

Pete Mockaitis
And so, we talked about sort of trust in leadership and investing in people, I think that’s huge right there with regard to they can do more of that…

Todd Davis
Such a great point.

Pete Mockaitis
…if they have great experiences with you and, thus, multiplying all the more leaders. Ooh, good stuff. And how about a favorite book?

[45:00]

Todd Davis
Hmm, lots of favorite books. And did I mention that Everyone Deserves A Great Manager just hit the Wall Street Journal’s bestseller list?

Pete Mockaitis
I think that came up.

Todd Davis
A favorite book, right? I’ll tell you one that I refer back to both open and thinking back is Linchpin by Seth Godin. I don’t know if you’ve read Linchpin.

Pete Mockaitis
Yeah, I think I’ve read the Blinkist summary.

Todd Davis
Yeah. It was life-changing, sounds dramatic. I probably need music again by what I’m saying. But it really caused me to think about why I do what I do. The book is about…Linchpin is that thing that slips in to hold the pulley together.

And he likens it to just the linchpin at work, the linchpin in the workplace. And are you a linchpin? And why do you what you do? And those people, and we all know them in teams and organizations, who are really the linchpin, sometimes I just think of the heart of the team or organization that really keeps the team going.

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

Todd Davis
Wow! A favorite tool. I mean, when I say my phone, that’s nothing new for me, the iPhone…it’s really not a tool, it’s the plan that’s within it. We’ve already talked about this, but it’s how I plan out my week, how I try and live my life intentionally through the week with a plan, and I’m able to do that because of the technology. So, I’ll put my plan together on my computer, my Outlook, and then it syncs with my phone. Just to have to that plan, including my mission statement and all those things with me all the time, so the portability of that.

Don’t laugh at this but another favorite tool that comes to my mind. My kids tease me relentlessly because of I got a battery-operated leaf blower last year. It’s like the favorite thing I have. I used to take forever to rake the lawn. So, anyway, thinking of tools, that’s what first came to mind, and I wasn’t going to share it, and now I just did.

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

[48:03]

Todd Davis
The one, and this may or may not be helpful for people, I think, again, back to communication, I have found that we put off important conversations because we’re afraid we’re going to say it wrong, not just in the realm of giving feedback, like we were talking earlier, but whatever. If I have a difference of opinion with one of my colleagues, or a family member, whatever, we sometimes put off that conversation, not sometimes, a lot, because we want to just get the right words, we want it perfect, we’re so worried about the outcome.

So, one thing that I’ve had people tell me time and time again was, “I really appreciated you being in a conversation by saying…” and this is what I say, “Hey, Pete, I need to talk to you about something or I’d like to talk to you about something, and I will probably use the wrong words. So, could I have a do-over? If I say something offensive or if I don’t say it exactly how I mean it, just know that my intent is to get this topic out on the table. And then if I could have a do-over, if I say it wrong, would that be okay?”

And that’s not scripted. I just said that from the heart. For many years, I’ve had many people say that kind helps set the tone for the whole conversation. So, maybe it’s back to the notion I have of you’ve got to lower defenses. If people feel defensive, it’s really hard to communicate. So, let’s make sure my defenses and their defenses are lowered so we can really get to the heart of an issue. So, I guess that would be the nugget, as you call it.

Pete Mockaitis
Well, that’s so great because, then, if in fact, if it says, “Well, it kind of feels like you’re telling me that, I don’t know, ‘I’m a terrible provider’ or ‘I can’t be trusted with responsibilities.’” You can say, “Yes, see, that’s kind of what I was concerned about, but I really don’t mean that at all.”

Todd Davis
“Yeah, I’m sorry.” Exactly, Pete. Yeah, I would say, “Boy, if that’s what you heard, I really need a do-over because I want to say you are a phenomenal provider. But I have noticed, in my opinion, I’ve noticed that sometimes you put a priority on this thing, and it’s unintentionally, I think, offending some other people.” So, you’re exactly right. It gives you the language then to use in the conversation so that it doesn’t blow into something it shouldn’t be.

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

Todd Davis
Well, FranklinCovey.com, and the book launched last week, Everyone Deserves A Great Manager: The 6 Critical Practices for Leading a Team. You can purchase it at all major bookstores, but the easiest way to purchase it is on Amazon.com. And, again, they can go to learn more about our company or about me on FranklinCovey.com.

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

Todd Davis
Just, “Why do you do what you do?” I remind myself of it or I think about it all the time, “What’s my real intention?” You’re the only one that knows what your real motivations are. And I think those of us and those of you that check in with them regularly will have just that much more of a positive influence on yourself, on your teams, and ultimately on the world.

[51:02]

Pete Mockaitis
Todd, thank you. This has been fantastic. I wish you all the best in making more and more people have great managers.

Todd Davis
Well, I really appreciate you and I appreciate the time, Pete.

508: Becoming an Impactful and Influential Leader with Ron Price

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Ron Price says: "How much time are you spending working on you? Because that's the strength that we're going to draw from for you to be successful in these other areas."

Ron Price delivers insights on how to build your character and grow your influence to unlock your full leadership potential.

You’ll Learn:

  1. The four keys to landing your next promotion
  2. Two approaches to getting excellent feedback
  3. How to get others to listen to you

About Ron

Ron Price is an internationally recognized business advisor, executive coach, speaker, and author. Known for his creative and systematic thinking, business versatility, and practical optimism, Ron has worked in 15 countries and served in almost every level of executive management over the past 40 years.

Resources mentioned in the show:

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Ron Price Interview Transcript

Pete Mockaitis
Ron, thanks for joining us here on the How to be Awesome at Your Job podcast.

Ron Price

Thank you, Pete. It’s great to be with you.

Pete Mockaitis
Well, I think the first thing we need to cover is your career in truck tire retreading. Tell us about this?

Ron Price

Well, it goes way back. My dad owned a truck tire retreading shop. And when I was 12 years old, my first job was repairing truck tire tubes, and I got paid piecemeal. So, each tube that we’d haul there overnight I think I got a quarter. I have to confess my work ethic wasn’t real great then. There were some afternoons I just took a nap in a bunch of tubes that were piled up.

But, eventually, that led to, after getting out of school, I went to work and learned every bit of the business, did a lot of years of changing semi-truck tires along the highway in Michigan in January and February. And I really learned something about resilience then and eventually became a part owner. And my dad and I, together, owned four different manufacturing facilities across the state of Michigan. So, it was a great place to learn work ethic and to learn how to run a business. Back then we didn’t have credit cards so we had to actually manage credit risks and things like that. It was really a wonderful experience.

Pete Mockaitis
Well, yeah, what a transformation with work ethic from taking a nap in the tubes to being in the cold Michigan winter on the side of the road fixing the truck tires. That’s impressive.

Ron Price
And, Pete, I think I could say that it’s sort of come in full circle because now that I’m in my later 60s, I go back to taking naps again.

Pete Mockaitis
Well, I would maintain that a strategic nap is, in fact, a productive, sensible strategic choice. So, no arguments from me here.

Ron Price
Hear, hear.

Pete Mockaitis
All right. So, I want to talk to you about growing influence, how that’s done, and maybe to kick us off, could you share an inspiring story of a professional who was not so influential, and then they’ve made some changes, and then they saw some real nice upgrade to that?

Ron Price

Boy, there’s so many. I’ve had such a wonderful career of working with great people. One that I think of was a woman who came to work at a business that I was running during most of the ‘90s. I started there in ’89 and retired from it in 2000. She came as a customer service representative answering the phone. And I saw something in her that made her stand out. She really cared about what she was doing. She made you feel like what she was doing was worthwhile every day. And, eventually, that led to us saying maybe she could supervise the people who were answering our phones. And she started as a supervisor of a small group of people and she eventually grew to being a VP of customer service.

She, I would say, this was a company that was about $100 million company, and we had 200 employees spread across eight countries, and she was made the number two, number three person in the whole company. And she started as somebody answering the phone, and she kept learning and growing, and demonstrating character, and she won more and more and more loyalty from the people around her. And I think they would’ve thrown me out had I not promoted her to that position later in her career.

Pete Mockaitis
Well, that’s great. And maybe, I guess we’re going to get into some of the particular principles and actions and tactics, but was there anything in particular you noticed that made all the difference in terms of her rise?

Ron Price

I think it was two-folds. I think one is that she brought her humanity to work with her. She treated people like human beings, and it didn’t mean that she lowered the standards, didn’t mean that she wasn’t clear about what needed to be accomplished. But she recognized that those were human beings that all brought their own life with them to work and it was worthy of respect. That was the first thing.

The second thing is that she was a continuous learner. And she didn’t start out as an expert in this field but she became an expert all the way to the point that she was recognized internationally for the kind of leadership that she brought to incoming call centers. So, during her tenure, we went from a traditional kind of a phone system to a phone system that was hooked up to data analytics and we ended up learning how to do statistical quality control monitoring. We did a lot of things both on the technical side of understanding how to make the most out of a call center, and also on the people development side, of empowering people, giving them clear career paths, letting them see the numbers.

One of the big things that she did is one of the early phone systems that we bought had a big screen that the supervisor could look at to determine how many people were on hold, and if people abandoned, and what our average call time was, all those kinds of things. And she said, this was long before anybody was thinking of this, she said, “Why is it that the supervisor sees this and the whole office can’t see it?”

So, she brought in a huge monitor, put it up near the ceiling so that every single person in that call center could see what was going on. And it was one of the early demonstrations of combining technology with empowerment so that people felt that they could own their job, and it made a huge difference in our culture and in our performance.

Pete Mockaitis

Well, that’s powerful. I can just visualize that like a scene from a movie, you know, triumphantly placing a huge monitor on the ceiling, and it’s like, “Oh, we’re really serious about that. That’s cool.”

Ron Price
Yeah, and, “Why do we need somebody to monitor that for everybody else like they’re children or something? Why don’t we treat them like adults and let them take their own initiative?” You know, the funny thing about it, Pete, was the people paid attention to that and if, all of a sudden, we had a spike in calls and somebody was on a break, they self-governed, they immediately responded because they were all focused on one goal together as a team, and no supervisor had to tell them how to do that. The supervisor was there to support them and to help eliminate obstacles from them doing good work. It was a wonderful example to me and to everybody who was a part of our company.

Pete Mockaitis
Oh, that’s cool. Well, so your book Growing Influence is a business fable, and it speaks to a lot of people and a lot of situations. But one issue that you cover is why is it that some people get passed up for promotions? What’s sort of the top driver and what can be done about that?

Ron Price
Yeah. And, of course, there are probably a lot of different reasons that somebody could get passed up. Some of them are external, some of them they might not have any control over. It may be something to do with the culture, unconscious biases that exists inside the organization, and sometimes those need to be addressed. But there can also be internal reasons why somebody gets passed up.

I like to think that if a person is really working consistently on being the best version of themselves, and they’re doing that in a way that they develop their character, and they’re doing that in a way that they develop their expertise, that in a healthy environment, the positions, the promotions will come find them because most of us who’ve been in leadership roles, when we’re looking at promoting people, we’ve got a lot of self-interest. We want to promote somebody who can perform, somebody who can get the work done, somebody who gets along well with others, somebody who has intelligence that they bring to their work.

And if you bring all those things, and you don’t throw up a lot of obstacles, you make it a lot easier to get promoted. So, sometimes people, they don’t get promoted because of something that’s happening in the culture that needs to be addressed, and other times they don’t get promoted because they don’t realize that they’re their own worst enemy in some ways. Like, my wife and I were out on a fall walk earlier today, and we laughed about this statement that I find myself making over and over and over again. And that is the darnedest thing about blind spots is you can’t see them.

Pete Mockaitis
Yeah, makes sense.

Ron Price
And sometimes people don’t get promoted because they don’t recognize how they’re being perceived by others. It’s a blind spot to them. And if they understood that, and adapted themselves accordingly, they make themselves much more promotable.

Pete Mockaitis
And are there any particular character or expertise, shortcomings, or blind spots that seem to pop up again and again?

Ron Price

Oh, boy, what a great question. And this really is why we wrote the book is that after years of thinking about this and helping people with it, I thought there actually is a model. It’s not that difficult that makes a big difference. So, first, let’s talk about character.

In the book, we talk about, “How do you define integrity of character?” And most people think, “Well, honest and ethical and you don’t do things when people aren’t looking that you wouldn’t do if they were looking,” things like that. But we want to expand the meaning of that word, integrity, to think about what does wholeness look like for character.

When I go to my doctor and he starts talking to me about the integrity of my nervous system, he’s not talking about whether it’s honest or ethical, he’s talking about whether it’s working properly, whether all the parts are there and they’re properly related to each other. So, we posit that as our definition of character, and then we asked these two questions. The first question is, “What are the values by which I choose to govern my own behavior?”

A great example for me, my number one value that I look at every week, and ask myself how am I doing is personal accountability. And, of course, the power of that value is in how you defined it. So, the first question is, “What are the values I choose to govern myself and how am I doing?” The second question is, “What are the values I choose to relate to other people and how am I doing?”

And, in my case, my number one value for how I relate to other people is collaboration. And that word is almost a spiritual or a religious word to me because I believe that when you really connect with somebody else, you understand what they want, they understand what you want, and you learn how to work together that there’s the possibility for real magic to occur.

And, in fact, that’s what Stacy and I felt that we reached in writing the book Growing Influence is this wonderful synergism that happen when we both brought all of who we were with respect for the other, and we learned how to work well together. So, that’s my number one value for how I choose to relate to others.

So, how do you grow character in a way that other people notice you and it makes you promotable, it makes you more influential? Well, what are the values by which you govern your own behaviors, and what are the values by which you relate to other people? Sometimes we can think of where we fall short and that might help to guide us in what values we want to adapt. But it’s the steady, consistent development of more and more strength in the way that you not only aspire to those values, but practice those values that causes people to want to follow you as an influencer because of how you show up. That’s character, Pete.

I know that’s kind of long-winded, but we use a similar kind of approach to expertise. To be an expert influencer in a way that people listen to you more, you have to recognize that expert leadership is based on creating value for others not just sounding smart yourself. So, the real question is, “What value, what benefit is my expertise going to deliver to other people?” And it might be marketing, or finance, or operations, or, in my case, it’s my tax attorney or my tax accountant. Because of their expertise, because they understand the tax laws, they have a tremendous amount of influence over me when it comes to my tax returns.

Now, they may not have much influence over me when I decide whether or not I’m going to get my gallbladder taken out. But in the area of expertise, they’ve got a lot of power. And if you decide that you’re going to create value for others and then you lay out a pathway for how to get better and better and better at that, you’re gaining power. You’re gaining influence and you’re becoming more promotable.

We encourage people along those lines to pick one or two areas that they’re really passionate about, and start to study the other leaders in that area of expertise. Read what they write, listen to their podcasts or watch their TED Talks, and just begin to saturate your mind with the thoughts of other leaders or experts in that area. And if you do that long enough, there’s something amazing that happens in your subconscious. You begin to take one idea from this person, another idea from this person, a third idea from this person, and you begin to create your own thought recipes. And in doing that, you become an expert yourself.

So, it’s really a practical way. And if you just do a little bit at a time over one year, two years, three years, you become an expert. And, eventually, you’re coming up with unique ideas that nobody else has ever come up with because you’re combining other people’s ideas in new ways.

Pete Mockaitis
Well, that’s excellent. So, then the action step there in terms of increasing your value is you’re picking an area of expertise and you’re absorbing all the wisdom from the top folks there and, before you know it, you’ve got it yourself, and you’re coming up with original stuff. So, then when it comes to the “living more in accordance with your values,” what are some of the key action steps associated with identifying some of the shortcomings and shoring them up?

Ron Price

The first thing is being more self-aware. Oftentimes, the thing that we probably should work on, the people around us see it more clearly than we do. So, I like to think of this idea that I’ve never seen the back of my head.

Pete Mockaitis
Right. Even after a haircut with the mirror in the barber, it’s not as great.

Ron Price
Yeah, it’s a reflection. It’s not the real thing. And, in fact, if you think about that, I’ve never seen my face. All we see is a reflection of our face. So, that metaphor tells us that we don’t even know what we look like, which is a big part of who we are, without the use of something outside of us. And in the same way, you don’t know how you show up at work, whether you’re a leader, or a manager, or you’re aspiring to be one, you don’t fully know who you are without the help of people around you who can be your mirrors.

Of course, they should be people that you trust and that you know they care about your success because you don’t want to get stuck in a house of mirrors. But you want people who are going to give you honest feedback. And it’s amazing to me when we learn how to ask for, and we’re open to feedback and we’re not defensive, how much wisdom we get from the people around us.

When I first started to learn this, and I have to confess it took a long time before I got comfortable enough in my own skin to be able to listen to this feedback, but when I first started to hear it, I had to resist the temptation to be embarrassed, or to feel ashamed, or to defend myself, or to deny that, because they do a pretty good job of pointing out what you’re not so good at.

And when I opened myself up and said, “It doesn’t have an impact on my quality as a human being, on my value as a human being, but they’re giving me really valuable input that helps me understand the difference between what my intention is and what my impact is.” And when I could let them begin to show me what my impact was, it began to open up a whole new level of growth.

And I have to tell you, I’m still working at that. I still really treasure the feedback that people give me, and I’ve trained myself to be quiet and not to defend myself, not even to agree with them, but just to say, “Thank you for that feedback. You gave me some important stuff for me to think about.” And that’s one of the big things that keeps me growing even in my late ‘60s.

Pete Mockaitis
And so, when you receive it, you’re not being defensive here, you’re saying, “Thank you,” and you’re chewing on it. And then how do you go about making the requests?

Ron Price
Making the requests for the feedback?

Pete Mockaitis
Right.

Ron Price
Yeah. Well, the way I do it is I let people know, “I understand that there are parts of me that I can’t see without your help. And I believe that you care for me, and you care for my success, and I believe that I could understand myself better and develop better self-awareness if you could give me some feedback.” And there are two approaches I’ll take. I’ll say, “If there were one thing that I could work at getting better at, and that it would make it easier for us to work together, what would you want me to work on?” That’s one way I approach it.

The second way I approach it is, I might’ve already identified, I might say, “I want to get better at planning and organizing.” And I might go to a person and say, “I’m working on getting better at planning and organizing, and I wonder, you’ve watched me, you’ve seen how I do my work, I wonder if you have one or two tips that you could give me for how I could get better?” And I don’t have to agree with the tips. I just thank them for the tips and I might come back later and tell them that I’ve implemented one of the tips or I might not.

But what I found is that if you don’t answer people back with either that “This is why it won’t work. I already tried that,” or, “No, that’s not really true,” if you don’t answer back that way, you make them feel more and more comfortable over time getting more honest with the feedback that they give you. And honest feedback with somebody who’s direct and caring is one of the greatest gifts that anybody can ever give you. And if you develop that openness, that receptiveness where people feel they can give it to you directly and caringly, it’s one of the greatest accelerators to you growing influence.

Pete Mockaitis
Absolutely. All right. Well, so those are some master keys there. So, if you’re doing those sorts of things on an ongoing basis, I’d love to get your tips for, sort of, when you’re in the thick of things, you’re working on developing your character and your expertise, and you’re getting your feedback, is there anything you recommend some top do’s and don’ts for kind of day in, day out you’re interacting with folks and these things make a world of difference?

Ron Price
The biggest thing, by far, I look back on my career, and it’s had the greatest positive impact of anything I’ve done is making sure that every day I spend time with myself. And that that time is set aside not to look at my task list. It’s not for me to worry or to go read the newspaper, be all frustrated with what’s happening in politics or anything. It is time dedicated for me to think about who I am and who I want to become.

And I started it back and it was around 1978, I was getting frustrated because I was overwhelmed with all of the tasks I needed to get done. And I bought an audio cassette series on time management, and it sat on my shelf for six months because I didn’t have time to listen to it. And I realized how that was my fault. There was nobody to blame but me that I hadn’t given time to that.

So, I started working half hour early. I said for that first half hour, at that time I had a private office, I had a secretary, and I told my secretary, “This first half hour I’m coming in early and unless law enforcement is at the door or somebody’s life is at threat, that’s my time. I don’t want to be interrupted by anything.” And over the years, I worked on expanding that time. I obviously finished that cassette series pretty quickly, but I realized, “Wow, I always had this time and I had never owned it. I had never taken it.”

So, over the years I’ve experimented with doing it different times of day. And, at one point, when I was running this international business, I had expanded that time to four hours a day. I had people in eight countries who were working for us that I was in communication with regularly. I had a senior leadership team that I was working with. It wasn’t that I didn’t have a lot to do, I had more to do than ever before, but because of the way I had worked with owning that time to work on myself. Now, during those four hours I would also work on company strategy and the really big ideas that needed more careful thought.

Now, I’m not there anymore. I retired from that business in 2000 and I have another business now, and I’m about two hours a day right now. But it might sound a little counterintuitive, Pete, but the time you spend with yourself, working on yourself, thinking about your own resilience, your flexibility, your personal accountability, thinking about your own values, that’s the reservoir that you draw from the rest of the day when you’re interacting with other people.

And when I see people who are struggling in their relationships, they’re struggling with their work, I always go back to, “How much time are you spending working on you? Because that’s the strength that we’re going to draw from for you to be successful in these other areas.”

Pete Mockaitis
Well, no surprise I love that. Hosting How to be Awesome at Your Job podcast, there’s a wealth of power that’s unleashed when you do that. And so, I’m curious, when it comes to that 30-minute time or the four-hour time, what is happening? So, in some instances it sounds like you got some content, some programming you’re working through, like the time management audio course. Are there sort of key questions that you ask yourself? Or kind of what’s that process look like in terms of, “All right. It’s me time and I’m getting down, hunkering down to work on myself”? What’s happening in that work?

Ron Price
I mix it up. I use a variety of things because sometimes I think they stimulate my thinking in a different way. But a lot of the things that it’s included reading with a highlighter in my hand, and taking time not just to read but to jot notes down as I come across what I think is an important paragraph from an author. It may be listening to a podcast that is focused on growth. It may be listening to a book on Audible while I’m out hiking.

Oftentimes, it’s journaling and journaling around my values. So, one of my values is courage, and so I might journal one morning about, “How am I demonstrating courage right now? What are the obstacles to courage? What does courage mean to me right now?” It’s these things that help me to self-evaluate and to think about who I am and who I want to be.

And then it may, sometimes, it’s around a problem that’s come up. Maybe I have a problem relationship with somebody that I feel has let me down, or maybe they feel that I’ve let them down. I may take some of that time just to journal about, “What am I feeling? What might they be feeling? What are some different alternatives for how we could work to a more positive solution here?” But it’s always something that has to do with developing my own character, developing my own expertise and my ability to show up stronger in the workplace. Those are a number of the different things that are included.

Pete Mockaitis
All right. And so then your experience has been that when you spend the time there, you reap more time savings, results, efficiencies in the rest of the hours of the day because you’ve spent the time there.

Ron Price
Yes. One of my mentors was a guy named Charlie “Tremendous” Jones. He was bigger than life. They called him “Tremendous” because everything was tremendous for him, and he was a character. He was really a throwback to the old comedians but also as a motivational speaker. And he said to me once, he said, “Ron, you’re going to be the same five years from now as you are today except for two things. The books you read and the people you meet, so value them both.”

And, of course, today we have a lot of other mediums to work from but that phrase always stuck with me, “The books you read…” Because I dedicate at least, a minimum of 30 minutes a day to reading books that are around my profession, or around the development of my character, I’ve now got over 3,000 books that I’ve read. That has an impact on your subconscious. And I wouldn’t say I was necessarily a great container of what I read, but you’d keep doing it and eventually it produces a benefit for you.

And then the people you meet. One of the things that has enriched my life dramatically and I think made me a better leader has been recognizing that everybody I meet is superior to me in some way. And if I’ll be humble and search for it, I can find treasure in every relationship. So, every new relationship, every relationship I’m revisiting, even with our team, maybe I’ve worked with them for 10 years, I’m still looking for more treasure. There’s something they’ve learned, something they’ve mastered that can benefit me. And I always say the expert in the room is the person who learns the least. So, if I can intentionally make myself the student in every room that I go into, I have a chance of learning the most.

Pete Mockaitis
Oh, yes. I like these perspectives. And so then, when you are transitioning out away from the solo time into the interacting with other folks, are there any particular things you recommend when we are trying to be influential, we want someone to say yes? Start having great character and expertise certainly is a huge foundation. But is there anything in particular with regard to how you do the communication?

Ron Price
First, I think it’s important to be clear yourself, to make sure that you understand your priorities and you’re organizing around your priorities, because it’s hard to influence other people if they see you changing gears, often going different directions, or chasing shiny objects. So, the first thing is to be clear yourself.

The second thing is to realize that the greatest power in working with somebody else is shared interests. So, is the thing that you want them to do something that falls into the realm of shared interests for them? They may or may not recognize that, but if you can get to that place where they see what’s in it for them and their shared interests, it’s going to be a lot easier for you to work together.

And then I would say the third thing is make sure that you’re giving them the level of support that’s appropriate, which changes depending on what assignment you’re talking about together, what you’re asking them to do. And, by the way, Pete, I’m not talking about this in a hierarchical organization only, and I’m not talking about it with people who are your subordinates. I think it’s just as important to understand the shared interests of your boss, to understand what kind of support your boss needs, to understand what’s going to help them be successful as it is somebody who’s a subordinate or a peer.

So, it’s really those three things. It’s make sure you’re clear, look for the shared interests, and then really clearly define how you can support them to help them be successful.

Pete Mockaitis
All right. And so then, what are the key things to not do during the course of these conversations?

Ron Price
To talk and not listen. Of course, if you’re giving an assignment, there’s an important communication component of you speaking, but to take the time to ask what they think and to find out whether or not what you’re asking them to do is what they want to do. We find that something like 60%, 70% of the time that people don’t follow through on an assignment that was asked of them. The reason is because the person who gave them the assignment never asked them whether or not they were committed to doing it. They just assumed they were.

So, taking the time to ask and not just assume that somebody is going to follow through. So, I guess you said, “What should you not do?” Probably the biggest trouble we get into is our assumptions, the stories that we tell ourselves without ever validating whether they’re true or not. And I don’t know how many times I thought I knew what the other person was thinking, and I took the time to ask and found out what they were thinking was not at all what I had in mind.

Pete Mockaitis
And so, when you are asking, “Hey, are you committed to this or what are you thinking?” what are some of the particular questions that seem to yield insight again and again?

Ron Price
“Is this something that you feel comfortable being involved with? Is this something that you feel you can do well? Is this something that you will enjoy doing? And help me understand the timeframe because everything else that you have going on, help me understand the timeframe that you need in order to get this done well and in a way that you’ll enjoy it. Is there anything I’m missing? Are there issues that you’re dealing with or other responsibilities you’re carrying that may get in the way of this that it would be important for me to know about?”

And this last question is, “If it doesn’t go well, how are you going to reach out and let me know that it’s not going well?” So, I want them to feel empowered and I want them to realize that I recognize that there are a lot of things that interrupt what are our best intentions are, and that’s okay. And when that happens, let’s work on it together.

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

Ron Price
I think one of the most powerful models that I learned from another mentor, actually it’s a husband and wife team, Steve and Jill Morris, they taught me something called the “Triangle of Choice.” They said everybody has perceptions, and our perceptions are different. Everybody has wants, that’s really what drives us to get out of bed each day and go to work. And everybody has behaviors. And people will choose the behaviors that they think will best help them close the gap between their perceptions of the way things are and what they want.

And if I can respect that in everybody that I work with, if I can take the time to understand what their perceptions are and help them make sure that they’re accurate, what their wants are, and have a conversation about whether or not those wants are realistic, then, together, we can work on what are the behaviors that are going to close that gap between perceptions and wants. To me, that’s one of the most powerful leadership models I’ve been able to use in helping other people become the best version of themselves.

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

Ron Price
One of them that has stuck with me for many years was written by Napoleon Hill who is an amazing story in and of himself, and I won’t take the time to tell his story. But he said, “Whatever you can vividly imagine, ardently desire, sincerely believe, and enthusiastically act upon, must inevitably come to pass.”

So, I’ve tried for years to prove him wrong. “Whatever you can vividly imagine, ardently desire, sincerely believe, and enthusiastically act upon, must inevitably come to pass.” I use that in my personal life, I use it in my professional life, it’s been a wonderful compass for the way that I want to live my life.

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

Ron Price
I’ve been really fascinated with where neuroscience is going, and I’m associated with a brain science lab where we’re measuring seven different levels of people’s brainwaves. We’re looking at how they respond to things subconsciously. As a matter of fact, we’ll throw a picture or a phrase or word up on a computer screen, and before they’ve had time to read it or absorb it, we already have six pictures of their brain, what’s happening in their subconscious mind.

And what I’m fascinated about is this new science that’s just developed in the last 10 to 15 years, is when we combine it with psychology, it’s creating a whole new science of understanding how people think, what their tendencies are, and who they could become. So, I’m really captured by, or captivated by what’s happening in the world of neuroscience right now.

Pete Mockaitis
And how about a favorite book?

Ron Price

Well, it’s hard to get too far away from The 7 Habits of Highly Effective People by Stephen Covey. I don’t know how many times I’ve read it. Every time I read it, I see something new that inspires me.

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

Ron Price
This is kind of cheating but it’s my iPhone.

Pete Mockaitis

Oh, sure. Any particular apps that make all the difference?

Ron Price
Well, the apps that I use every single day, I use Reminders. I figured out how to customize it so that it only shows me what I need to get done today. And I have another 250 tasks that are not going to show up until the day that they need to be done. I use Notes quite a bit because it’s a great place for me to capture ideas and categorize them. I use Evernote. I really use Evernote for my reflection about character and expertise. And that morning reflection Evernote is my key tool for that.

And, of course, you can’t get too far away from the Calendar and the way that it helps you to keep track of your schedules. So, having come from the days when you had to do all that on paper, I know people complain about all the noise that we have with email and everything to-date, but I view it as what tremendous power we have in our hands. And I heard it, I’m not a scientist to be able to validate, but I heard that the computing power in our iPhones or Androids today is more computing power than it took to land a man on the moon.

Pete Mockaitis
And a favorite habit?

Ron Price
It’s that early morning time. I also love hiking, and that’s a habit that I try to get at least six miles in five days a week. But that early morning time is really the greatest source of strength.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks, like they would quote it back to you?

Ron Price
The thing that people talk to me a lot about after they’ve read Growing Influence is this little dialogue that takes place between the two main characters, where David, who’s a retired CEO, is mentoring Emily who’s a middle manager in a tech company. Just as she’s leaving one of their conversations, he says, “Remember, Emily, lead with logic, follow with emotion.”

And it’s the whole idea that if you want to optimize your influence, never let emotion get in front of logic. And sometimes that means you have to wait and calm down. But people come back and quote that to me over and over and over again, that that really impacted the way that they deal with this noise between logic and emotion.

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

Ron Price
Price-Associates.com. And that leads you to our other websites. We have a lot of videos and podcasts and blogs and all kinds of resources that are available there. So, Price-Associates.com.

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

Ron Price
Well, I think you can already hear my bias, Pete, that is that people really have unlimited potential, only limited by how much they decide they want to develop who they can be. I really think that the more you pour into becoming the best version of yourself, the more you recognize how unlimited that potential is, and it’s a little bit each day, even if it’s 10 minutes or 15 minutes, it’s a little bit each day, over time, will transform your life.

Pete Mockaitis
Ron, this has been a treat. Thanks so much for taking this time. And good luck in all your adventures.

Ron Price
Thanks, Pete. It’s been great to be with you.

507: How to Get Exceptional Mentors and Opportunities with Alex Banayan

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Alex Banayan shares unconventional approaches to creating new opportunities.

You’ll Learn:

  1. The ultimate cold email template to recruit mentors
  2. Creative “third door” approaches that nobody takes
  3. Communication secrets from Maya Angelou and Larry King

About Alex:

Alex Banayan  is the author of The Third Door, the result of an unprecedented seven-year journey interviewing the most innovative leaders of the past half-century, including Bill Gates, Lady Gaga, Larry King, Maya Angelou, Steve Wozniak, Jane Goodall, Quincy Jones, and more. He has presented the Third Door framework to business conferences and corporate leadership teams around the world, including Apple, Google, Nike, IBM, Snapchat, Salesforce, and Disney. When he was 18, Alex hacked The Price is Right, won a sailboat, and sold it to fund his adventure. He was then named to Forbes’ 30 Under 30 list.

Resources mentioned in the show:

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Alex Banayan Interview Transcript

Pete Mockaitis
Alex, thanks for joining us here on the How to be Awesome at Your Job Podcast.

Alex Banayan
Thank you very much for having me. I’m very excited.

Pete Mockaitis
I think the first thing we got to cover is how did you hack The Price is Right.

Alex Banayan
Going right to the meat. Wow, that was nine years ago. I was 18 years old at the time, a freshman in college. And the context is sort of important because I was sort of going through this what I want to do with my life crisis.


And not only did I not know what I wanted to do, I didn’t know how other people who I looked up to how they did it. How did Bill Gates sell his first piece of software out of his dorm room? Or how did Spielberg become the youngest director of Hollywood history.


So I … The short version of the story is I sort of set off to go find the book I was dreaming of reading. I went to the library and looked through dozens of biographies and business books. But eventually I was left empty-handed.


So, that’s when my naïve 18 year old thinking kicked in, and I thought well, if no one is reading the book I was dreaming of reading, why not do it myself? 


I thought it would be very simple. I thought I would just call up Bill Gates and interview him, and interview everybody else, and I would be done in a few months.

Pete Mockaitis
Alex, so good to hear from you. He picks it up and you’re just chatting away.

Alex Banayan
Yeah. I really thought that that’s how it would go. What I thought would be the hard part would be getting the money to fund the journey. I was buried in student loan debt. I was all out of Bar mitzvah cash so there had to be a way to make some quick money.

Pete Mockaitis
And actually game shows is your first instinct.

Alex Banayan
Well, do you know what’s funny? It wasn’t even my first instinct. I didn’t have any instincts. But I just kept ruminating on this problem until two nights before final exams I’m in the library and I’m doing what everyone is doing in the library right before finals, I’m on Facebook.

Pete Mockaitis
Sing.

Alex Banayan
And I’m on Facebook and I see someone offering free tickets to The Price is Right. It’s the longest running game show in US history. And my first thought was what if I go on this show and win some money to fund this book? Not my brightest moment. 


Plus, I had a problem, I’d never seen a full episode of the show before. I’ve of course seen bits and pieces when I was home sick from school in fourth grade.

Pete Mockaitis
That’s exactly what I was thinking, home sick is what I associate The Price is Right with.

Alex Banayan
Yeah. You know I didn’t have cable growing up. Everyone knows the price is right but I’ve never seen a full episode before. So, I told myself this was a dumb idea and to not think about it.


But, I sort of felt this, you know, almost like someone was tying a rope around my stomach and was pulling me in a direction. So, that night I decided to do the logical thing and pull an all-nighter to study.

Pete Mockaitis
All right.

Alex Banayan
But I didn’t study for finals, I instead had to hack The Price is Right. I went on the show the next day and did this ridiculous strategy and I ended up winning the whole showcase showdown winning a sail boat, selling that sail boat and that’s how I funded the book.

Pete Mockaitis
Well that’s excellent. So, what’s the strategy? I mean, I guess there is some strategies for winning once you’re selected. But how do you get selected?

Alex Banayan
Well that was my whole question because when I decided to pull that all-nighter, I decided I’m not going to ditch finals and just hope that luck goes my way. I was like I have to figure out this strategy.


So, I just started Googling how to get on The Price is Right, because I figured that must be the hard part. There’s 300 people on the audience.

Pete Mockaitis
Yeah, statistically, right.

Alex Banayan
Right, statistically there’s 300 in the audience, eight get called down, one out of those eight win. So, the big statistical challenge is being the 300 down to the eight.


So, what I found out is The Price is Right, and I found this out at three o’clock in the morning by the 23rd o of Google. I found this blog post from back in the ’90s that said The Price is Right is not what it seems. They make it look very random. Pete, come on down.

Pete Mockaitis
Me? Wow, all my college friends are excited for me.

Alex Banayan
Right, right. Like all … Like as if they pulled your name out of a hat. But what I learned is like everything in life and business, although it looks like luck, there is a system to it. And there’s a producer who interviews every single person in the audience before the show begins.


And in addition to the producer, there is an undercover producer planted in the audience who then confirms or denies the original producer’s selection. So, it doesn’t matter how much you love the show, how bubbly your personality is, if that producer doesn’t put you on his list, and if the undercover producer doesn’t then confirm or deny you, it doesn’t matter how much you want to be on the show, you’re not on.


So, that’s where I poured all of my focus. The long version of the story is like this, like 20 minute preposterous story and it was much less Einstein and much more Forest Camp when I say hack.


But it ended up being the event that really launched this seven year journey of the third door. 

Pete Mockaitis
So, then how do you identify who the producer is and get the meeting or the impression such that you get lucky?

Alex Banayan
Well, during my all-nighter research once I found out how it worked, I then poured all of my focus into studying who the producer is. And I figured out his name is Stan. I pretty much knew where he grew up, where he went to school, I essentially knew where he had for breakfast that morning. I learned everything I could about him.

Pete Mockaitis
Just like LinkedIn and googling around this Stan guy?

Alex Banayan
Yeah. He’s the head casting producer for The Price is Right. There’s stuff about him on the internet and when I finally, that next morning, drove on to the CDS lot in Los Angeles.


First of all, even before I got online, I realized I don’t know who the undercover producers are, so I just have to assume everyone is the undercover producer. So, I’m dancing with old ladies. I’m flirting with custodians. I’m break dancing and I don’t know how to break dance.


And eventually I get in line and about an hour in I see my guy. I see Stan standing 50 feet away from me. The way it works is Stan takes 20 people at once in line, sort of like herding cattle, puts them all in a row and walks down the line one by one ask them questions.


What’s your name, where are you from, what do you do? What’s your name, where are you from, what do you do? And before you know it, Stan is standing right in front of me and he’s like what’s your name, where are you from, what do you do?


I’m like, “Hey, I’m Alex. I’m 18 years old. I’m a pre-med.” And he goes, “Pre-med, you must spend all your time studying. How do you have time to watch The Price is Right?” And I’m like, “Oh, is that where I am?” No laughter. The joke just falls flat.


So, I notice his eyes darting as if he’s ready to move on, and I had read in a business book during my life crisis that said human contact speeds up a relationship. So, I had an idea. I had to touch Stan. Now, he’s like 20 feet away from me so I’m like, “Stan come over here, I want to make a handshake with you.” He’s like, “Oh, no, no, it’s okay.” I’m like, “Come on.”


And very reluctantly he comes over and I teach him how to pound it and blow it up and he laughs a bit, and he says, “All right, good luck,” and he starts walking away.


Now, what you need to know about Stan is he has a clipboard, but it’s never in his hands, it’s in his assistants hands who sits about 20 feet away from him, and that’s the list that gets passed on to the undercover producer.


As Stan starts walking away from me I notice he doesn’t turn around to his assistant, she doesn’t write anything on the clipboard, and just like that it’s over. And I don’t know if you’ve ever had one of those moments where you can literally see your dream walking right away from you, almost like it’s sand slipping through your fingers.


And the worst part is you didn’t even have a chance to really prove yourself. So, I don’t know what got into me, but I started yelling at the top of my lungs, “Stan, Stan.” The whole audience shoots their head around and Stan runs over thinking I’m having a seizure and he was like, “Are you okay? Are you okay? What’s going on?”


I have no idea what I’m going to say. And Stan’s looking at me, I’m looking at him, the audience is dead silent. This random 18 year old kid was shouting at the top of his lungs and again, what you have to know about Stan, he’s very typical Hollywood, turtle neck, red scarf, goatee.


And I just look at Stan with all the seriousness I can and I’m just like, “Your scarf.” And now I really don’t know what I’m going to say next. And I just look at him, I just try to be as serious as possible and I just look at him dead in the eyes and I’m like, “Stan, I’m an avid scarf collector. I have 362 pairs in my dorm room and I’m missing that one. Where did you get it?” And he starts cracking up because I think he finally realized what I was actually trying to do, and he just smiled and took his scarf and put it around my neck, and he was like, “Look, you need this more than I do.” He turned around, winked to his assistant and she put my name on the clipboard.

Pete Mockaitis
Hot dog. Well you know, Alex, we usually don’t spend this much time on the kind of fan fact background ice breaker. But I think that this is important because there’s really some lessons here.

Alex Banayan
Thank you.

Pete Mockaitis
In terms of one, you were so persistent that you went to the 23rd page of Google, and that’s the ancient, I don’t know if it’s ancient. Google is not that ancient.

Alex Banayan
The ancient Greeks talk about the 23rd o of Google where all wisdom is. 

Pete Mockaitis
Well I guess the marketing joke is where is the best place to hide a body, the second page of Google because no one ever looks there.

Alex Banayan
Right, right.

Pete Mockaitis
But so you exhibited exceptional persistence in going deep into getting that as well as some courage. You didn’t know what you were going to do, but you knew that your window of opportunity was slipping and so you just did something and then you adapted real time.


So, I think that there is some excellent lessons there. So, then you won The Price is Right, you got the sail boat, you sold the sail boat, you had some funding now for your project. And your dream book then was to interview hyper achievers and figure out what they got going on.


So, tell us how did you in fact manage to get these folks to speak with you because you soon learned that it wasn’t as easy as calling up Bill and he says oh, hey Alex. So, what did you do to get them to talk?

Alex Banayan
Yes. To my surprise Bill Gates does not do interviews with random 18 year olds. 

Pete Mockaitis
Lessons learned.

Alex Banayan
Yes, very important lessons learned. And that’s really when it took off. So, it took two years to track down Bill Gates, it took three years to track down Lady Gaga and when I had started, like I said, I thought it would be this very simple straight forward process.


But every single interview was completely different. So, on my list were people from all industries. So, for science, Jane Goodall, for poetry Maya Angelou. Computer science, Steve Wozniak, Larry King, Quincy Jones, Jessica Alba, Pitbull, Warren Buffet.


It really went across all industries and each interview was its own adventure. So, with Larry King I chased him through a grocery store. With Tim Ferriss I had to hide in a bathroom for 30 minutes. So, each one was … With Steven Spielberg I almost died in the south of France. It was … With Mark Zuckerberg I almost got the police called on me.


So, every interview was its own mini quest and what I did learn across the board though, what I learned not only in the process of getting the interviews but even more importantly in the interviews themselves is while every story was different, every adventure to get the interview was different and every person who I interviewed on that surface were more different than you can say.


Maya Angelou grew up in Stamps, Arkansas. Bill Gates grew up in Seattle. At their core, and I don’t know if you’re a big music fan, but it was almost like there was a common melody to every conversation I was having. 


And the analogy that came to me, because I was 21 at the time, is that life and business and success is just like a night club, there’s always three ways in. 


So, there’s the first store, the main entrance where the line curves around the block where 99% of people wait around hoping to get in, that’s the first store. People are just standing, holding their resumes out in the cold hoping the bouncer lets them in. That’s the first store.


Then there’s the second door, the VIP entrance where the billionaires and celebrities go through. And for some reason school and society have this way of making us feel like those are the only two ways in. You either wait your turn or you’re born into it.


But what I learned is that there’s always, always the third door, and it’s the entrance where you jump out of line, run down the alley, bang on the door 100 times, crack open the window, go through the kitchen. There’s always a way in, and it doesn’t matter if that’s how Bill Gates sold his first piece of software or how Lady Gaga got her first record deal, they all took the third door.

Pete Mockaitis
Okay, that is so meta there. So, you are going through exceptional, unique efforts to access these people and then they’re telling you stories about their own accessible unique ways that they access their successes and opportunities.

Alex Banayan
Not by design.

Pete Mockaitis
That’s pretty wild. So, I want to dig into a couple of these luminaries insights. But so can we hear some of the particular? So, I guess you had different adventures each time. So, I’m putting together some themes already for The Price is Right.


There is persistence. I don’t know if I want to call it shamelessness, but it seems like you’re not easily embarrassed or you are, you don’t let that stop you.

Alex Banayan
I think it’s … So, the latter I think is super important. Not only just reflecting on my own journey but I also think anyone with their own careers because if you, Pete, if you ask my sisters what it’s like growing up with me, they would tell you I was the most scared kid you would ever meet.

Pete Mockaitis
No kidding.

Alex Banayan
And I can still remember to this day standing outside The Price is Right, right before I was going to get interviewed just completely terrified and embarrassed and I remember literally closing my eyes and telling myself you can either just succumb to this fear and lose this entire opportunity or you can push through it.


What I realized when I started interviewing people for the third door, when I sat down with all these leaders, is that my big question for them was how did they become so fearless because I definitely was consumed by fear every step of the way.


And my biggest realization after doing every single interview was that not only were people like Bill Gates scared in the beginning, they were terrified the whole way through. And that didn’t make any sense to me.


And what I learned is that it wasn’t fearlessness they achieved, it was courage. And while the word sounds very similar, the difference is critical. And this is super important whether it’s in your personal life or in your career or in the workplace, fearlessness is jumping off of a cliff and not thinking about it. That’s idiotic.


Courage on the other hand is acknowledging your fear, analyzing the consequences and then deciding you care so much about it you’re still going to take one thoughtful step forward anyway.

Pete Mockaitis
All right. So, there you have it. So, you sort of take a look at the real, I guess, consequences and probabilities like okay, here are the options, I can do nothing and get nowhere, or I can do this and which might get me in jail or embarrassed or a sail boat. So, that’s worthwhile. I’m going to go ahead and do that because that’s more important to me.

Alex Banayan
Yeah, yeah, absolutely. 

Pete Mockaitis
Okay. Well so then … And I guess you say you have wild tales and adventure for each of these people that you interviewed. So, can you share any sort of general themes? It seems like one of them is you’re persistent over time. 


Another is that you sort of just figure out where they’re going to be and be there. Anything else with regard to your messaging or invitation of winning over assistant publicist gatekeepers?

Alex Banayan
Well, yes, there are a lot of themes that to my surprise the themes that helped me get these interviews I’ve also learned through my research are also the same themes of the most high performing sales teams and the most high performing business development teams.


And what I’ve … And you know there is macro themes and also micro tactics. Even starting on the micro which are very useful for anyone no matter what their job is there is a right and a wrong way to send cold emails.


And in the year 2019 we’re almost into 2020, cold emailing is one of the most effective ways if you can actually do it correctly. So, I learned this during my interview with Tim Ferriss. He gave me a cold email template which he hadn’t shared anywhere else that not only changed my entire life and helped me get interviews for the book and get mentors for my journey, but it also my favorite thing is since the third door has come out, thousands of readers have written in saying that it’s changed their lives.


They’ve gotten in contact with people like Sheryl Sandberg or Malcolm Gladwell, all through this cold email template.

Pete Mockaitis
Well, you’ve got my attention Alex.

Alex Banayan
Okay.

Pete Mockaitis
What does this consist of?

Alex Banayan
All right, so this is how it works. It’s super simple but again, you really have to follow it to a T. So, it starts like this, Dear so and so. I know you’re incredibly busy, and you get a lot of emails. So, this will only take 60 seconds to read. Boom, that’s the first paragraph.

Pete Mockaitis
All right.

Alex Banayan
Then you move on to the next paragraph. The second paragraph is where you put one to two sentences max of context of who you are and why that’s relevant to the person who’s reading this.


So, again, this is not where you put your bio, your life story, but you pick a couple sentences that’s relevant to that person. Boom, next paragraph.


Again, one to two sentences max of a hyper specific question that they can respond without thinking too hard about. So, what should I do with my life is a bad example of a question. But what is one book you recommend to an aspiring writer is a great question.


Then the final paragraph is the contour. You go I totally understand if you’re too busy to reply. Even a one or two line response will completely make my day. All the best, Alex.

Pete Mockaitis
Okay. So then they gave you a book, which is nice. But you were interested in a little more. So, what then?

Alex Banayan
Bingo. So, I got the follow up advice during my interview with Bill Gates. Bill shared a lot of incredible advice about sale secrets and negotiating secrets. But one of the things he really emphasized is if you get someone to like you and to be invested in you, you don’t really have to negotiate that hard.


One of the things he did very early on in his career, which was very surprising to me is he would do exactly that. He would … Let’s say he was in the beginning of Microsoft doing a deal with IBM and wanted to create a relationship with the executives there.


When he would meet them he would ask them for book recommendations and then he said the key is he said busy people don’t have a lot of time to think, so what they do is they create frameworks whether they’re conscious of it or not.


And let’s say someone reaches out to you and says do you recommend a book? And you give let’s say three book recommendations. If that person gets back to you in a few months you might think, oh, that was a pretty smart person, they took my advice, that’s nice.


If they obviously don’t get back to you, you probably don’t even think about them again. But if someone gets back to you in one week saying I read all three books and the second one you recommended has completely changed my life and in these ways, I just wanted to say thank you.


All of a sudden that person creates a mental framework that you are a very good investment of their time. They just spent 30 seconds giving you advice and it’s already made a giant transformation in your life. And they also think that’s an incredibly hard working person who I want to get to know better.


Slowly it starts with an email, then maybe you next time you’re in town, “Hey, I’m in town. I would love to see you for 15 minutes if you’re available and if not totally understand.”


Then maybe you’re going through a challenge in a few months. “Hi, I’m sure you’re incredibly busy. I’m going through this crisis. Do you have a little time to talk on the phone?” It slowly builds and grows.


A mentorship isn’t something that you just sign on the dotted line. It’s a relationship that slowly grows with time and investment.

Pete Mockaitis
That’s good. So, then with these folks is that, well I guess 15 minutes is all you need for your interview in your book and what you’re trying to accomplish there or have you stayed in touch with some of these folks over longer periods?

Alex Banayan
Yeah, absolutely. You know it spans the spectrum. So, with some people they … With Quincy Jones it was three hours, a three-hour long interview. With some people it was a little shorter. For some people like Bill Gates the only time I’ve ever spent time with him was during that interview in his office.


With some people who I interviewed they’re some of my best friends now. There’s this great quote that I really love that always come to mind. It says … I can’t even remember who said it. It said something along the lines of respect the people who make time for you out of their busy schedules when you need them. But love the people who never check their schedule when you need them most.


I think what’s beautiful about this journey for the third door is it started as my journey to get advice to figure out how did the most high achieving people launch their careers. But what ended up happening is it also became this very personal journey where I was finding myself and growing up along the way and some of the people who I interviewed sort of transcended not only as an interview subject to a mentor, but to being like family members.

Pete Mockaitis
Yeah, that’s beautiful. And so there was a lot there. Let’s just get a couple tidbits just to get a taste of the wisdom of some of these amazing folks. So, a couple that you mentioned to me that I’d love to get maybe just one minute. All right, Maya Angelou, how do you write good?

Alex Banayan
Oh my good. A part of me literally wants to open up the book and read directly, but I’ll paraphrase. But she, I would say also just to give her credit which she doesn’t need extra credit because everyone knows already how incredible she is. But she was the only interview subject where her words, I literally could just sit back and she wrote the chapter herself. 


Just you asked her a question and she literally gives the most gorgeous and beautifully written response out of her mouth. It was definitely a very, very big honor to speak to her.


When it comes to writing she said the biggest thing she recommends a new writer to do no matter your age, is to take the writing that you just wrote, find a quiet room, close the door, and read your writing out loud.


She said it sounds obvious and simple but almost no one does it. People don’t like to hear the sound of their voice, they don’t like to read things out loud. But she said the best form of editing is reading it out loud because only then can you hear the melody of the words. And writing, good writing, is much more than logically putting words in the right order. It’s about creating a melody that is easy for the reader to take in.


She shared a quote with me that I’ll never forget. She said, and I think the quote is by Nathaniel Hawthorne, the quote goes, easy reading is damn hard writing.

Pete Mockaitis
Agreed.

Alex Banayan
Right? Easy reading is damn hard writing. And Maya Angelou insisted that the inverse is true too, easy writing is damn hard reading.

Pete Mockaitis
Yeah, that’s perfect.

Alex Banayan
Yeah.

Pete Mockaitis
Thank you. How about Larry King and interviewing?

Alex Banayan
Oh my God. Larry I’ll give a tidbit but he taught me so much. He looked at me the first time we met or the second time we met and he said, he was like, “The problem with all young interviewers when they’re just starting out …” And again, this is interviewing whether it’s for a TV show or radio show or even interviewing in a hiring process.


He said, “They look at the interviewers they admire and they try to copy that.” They look at maybe Oprah who uses all this emotion or Barbara Walters who’s very strategic or even Larry himself, which is very straight forward and they try to copy that style. Larry said that is the biggest mistake you can make because you’re focusing on what our style is not why we have that style.


The truth is those are the styles that makes them the most comfortable in their chairs. When you’re comfortable in your chair, the person you’re interviewing becomes comfortable in their chair, and that’s what makes for the best interview.

Pete Mockaitis
That’s good. Well Alex let’s go meta here. How do I make you more comfortable in your chair? I’m in pajama bottoms right now, if that helps, but you can’t see them.

Alex Banayan
The fact that you are just asking things that you are genuinely curious about and it sounds like you’re having fun is making me have fun. So, I’m very grateful.

Pete Mockaitis
Well thank you. Well that’s true. I really do want to know these things and I’m curious, so thank you. So, very cool. Then this third door mindset here, which is there’s more than just the two options associated with the masses and the VIPs. There is a third door. 


So, what are some general questions or means by which you began to discover what those third doors can look like in any given situation?

Alex Banayan
You know what’s interesting about the third door is it’s not a recipe for success, it’s a framework for success. The difference is this is really a lens to view your challenges, a lens to view the obstacles that no matter what’s in front of you, no matter what challenges are in front of you, at the end of the day there’s always a way.


And again, it doesn’t matter if we’re looking at how Warren Buffet got funding for his first investments or how Steven Spielberg became the youngest director of Hollywood history, what the third door framework tells you is that you don’t have to sit back and wait for a boss or a parent or even a mentor to give you permission to go after your goals.

Pete Mockaitis
All right.

Alex Banayan
You have the power to make it happen yourself. And what I’ve noticed with readers of the book is it gives you a sense of possibility. What I’ve learned is you can give someone all the best tools and tactics in the world, and their life can still feel stuck. But if you change what someone believes is possible, they’ll never be the same.

Pete Mockaitis
Yeah. That really resonates in terms of what you believe is possible. You know what, I even see this in small ways. I’m thinking about boy it goes big, it goes small. It’s like what could be possible in terms of could it be possible to earn a quarter million dollars a year by working less than 20 hours a week? Yes. In fact, I know people who do that and I find that inspiring and I’m kind of building my business to accommodate that so I have more time for just docking out and reading long whole books and studies and being with my kids and exercising and what not.


But along the way I’m having so much fun that I just keep working. So, that’s cool too. But I think even in the micro sense, this has happened to me a couple of times with I’m thinking about home renovation. I know it’s so mundane, since we’re talking about huge dreams and life visions.


But I think that’s let’s say I get a quote from one vendor, and I go man, to rebuild those kind of loose bricks around the perapet walls they’re called, that extend above the roof and to get a new roof that’s going to cost $40,000 says one person. And I go, dang, I sure don’t want to spend $40,000.


But if I, even if I get just a little bit of benchmark research data from Homeadvisor.com or from another quote or for some people that I’m talking to, then I begin to learn what is in fact possible and then I say no, I don’t like that answer that I got, so therefore, I will persist until I get another answer I like.


And spoiler alert, I just hired someone who’s going to take care of our roof matters for less than half that price. So, yay. And if I had no idea of what was possible, I might be like well shocks, I guess that’s what it costs. Man, that’s expensive.


So, I think that your sense of possibility can be expanded with even a quick Google search like in your case.

Alex Banayan
Right, absolutely.

Pete Mockaitis
Not a quick Google search 23 pages down, but you say oh, it is in fact possible to take an action that gets me selected for Price is Right.

Alex Banayan
Yes, yes, 100%. 100% yes.

Pete Mockaitis
That’s cool. So, what are some additional means by which you recommend that you become aware of possibilities? So, one is huge, is finding mentors.

Alex Banayan
What a great question, that’s a great question. I love that.

Pete Mockaitis
Yeah, lay it on me Alex.

Alex Banayan
Because what I’ve learned is you should do what you can with what you have. You should do what you can with what you have. Now, for most people, look, if you’re listening to this right now, at the very least you have internet access. That’s how you’re listening to this podcast, right?


So, you already have access to YouTube, every podcast out there, and books whether you buy them yourself or you sign up for a library account and rent it on your phone. And when I was first starting out, and I think it’s really important to remember that I didn’t know anyone, I was an 18 year old college student. And my mentors at the time were books. I read Tony Hsieh’s Delivering Happiness, CEO of Zappos and that became my mentor.


I read Pour your Heart Into It by Howard Schultz, the CEO of Starbucks and that became a mentor to me. And in the beginning it was just books. And slowly with time I began to meet the authors of the books by going to author events and then I started cold emailing authors and started meeting them in person.


And of course the dream is for the people you look up to, to be able to help you in real time and real life but you have to start somewhere. And starting with YouTube videos if you’re interested in social media marketing. Type in Gary Vee on YouTube and just go down that rabbit hole if you’re interested in entrepreneurship. There is so much out there.


What happens when you start absorbing yourself very … And I love really going down that rabbit hole when you really absorb people stories is it shows you what’s possible, going back to your question how to do that.


And I think you have to be very proactive in the process because if you’re sitting back at your job or in your classroom, no matter where you are in life, and you’re just taking in the information that’s been given to you, your sense of possibility is very slim and very narrow.


But if you actively push yourself to read things that you normally wouldn’t read, talk to people you normally wouldn’t talk to, your life will never be the same.

Pete Mockaitis
I think we have to address an issue that can just short circuit the magic of that possibility becoming present to you, which is a tendency to, I don’t know what the word is.

Alex Banayan
I’m curious what you’re saying because I have an idea too.

Pete Mockaitis
Is it other, I don’t want to say otherize, but to form a wall or distinction it’s like okay sure, Howard Schultz could do that but he is Howard Schultz, you know? Larry King could do that but he is Larry King and I am not Larry King. 


So, that notion that that person is completely different from me and therefore that possibility is not real, I think that can just kill the magic. So, how do you inoculate yourself from that influence?

Alex Banayan
So, a book I would recommend is called The Magic of Thinking Big. It’s an older book, I think it’s maybe 50, 60 years old. The Magic of Thinking Big, and it’s very good at addressing that issue. 


And something I learned from one of the people who I interviewed is that you want to create a mental bank almost an internal bias of possibility. When I meet people who have that problem in a very severe way, what I recommend them do is do a 30 day challenge of every day for 30 minutes for 30 days in a row, they need to journal for 30 minutes every day on a moment in their life whether at home, at school, at work, where they had a giant obstacle that they overcame.


If you spend 30 minutes, you know even if nothing comes to you for five minutes, something will come to you at some point, and they could be something small. Like literally I was really thirsty and didn’t have any money for a vending machine and I ended up finding, searching the couch cushion, whatever.


It could be silly stuff, it could be big stuff like a health challenge or a relationship challenge. What you’re doing is reprogramming your mind, because I’ll tell you, no one is born thinking they can’t do it. Whether you are aware of it or not, there have been implicit messages and events that have created that outlook within you.


And you have to become proactive in reprogramming your mind. And even going to therapy is a good solution. I’ve been going to therapy once a week for five years now, and it’s really helped me reprogram old stories. 


At the end of the day our life is only as valuable and only as productive as the value and the productivity of the stories we tell ourselves. And it’s up to us to choose which stories we want to live with.

Pete Mockaitis
Yeah, I dig that. So, the journaling about times you’ve overcome obstacles, then reprograms your brain such that when obstacles no longer seem permanent or immovable, it’s like oh, that’s just like those 30 other things that I overcame. All right, well, let’s figure it out.

Alex Banayan
Exactly, exactly. 

Pete Mockaitis
That’s cool. Well also, I guess I’m thinking now about … Let’s use some examples of obstacles and overcoming just because if … I think that’s probably the hardest part of the 30 day challenge is your very first day or two it’s like oh, I don’t really know, nothing will come to mind.


Because sometimes I think that conjures up an image of really dramatic stories of I’m thinking of motivational speakers here. I was broke and on drugs and on the streets and all.

Alex Banayan
Right, it doesn’t have to be that dramatic.

Pete Mockaitis
Addicted to everything. But then I pulled myself up and blah, blah, blah. So, it’s like okay. But give some more examples of hey, challenge overcoming. There might be even mundane just to get a start at it.

Alex Banayan
I think what’s really easy is when I tell people when they do have problems finding examples, I always tell them think back to high school because of high school every day we had a different silly challenge that we found and created a solution for whether you didn’t study for a test and you had to cram by creating a last minute study group where you all exchanged resources.


Or for me I remember not, this is a really preposterous situation, but there was a teacher that was the meanest teacher in the school and I got assigned to that teacher on the first day of school. And I realized that I didn’t want my whole year ruined because that teacher is very notorious.


And I ended up just sitting outside of the guidance counselor’s office for six hours doing a sit in until the guidance counselor would meet with me. Literally preposterous silly things even because the point of this exercise is to show you that in all aspects of your life, whether it’s with a romantic partner or with a parent, when you had obstacles you had the skillsets within you to figure it out. 


And what you’re really doing is you’re helping yourself trust yourself more. That’s the difference between confidence and self-confidence. Confidence is external and self-confidence is internal.


What you’re doing is you’re building your internal self-confidence, your trust in yourself of what you’re capable of.

Pete Mockaitis
Yeah. And it’s just so fun. When you were talking about high school, you were bringing back memories to … I thought it would be fun to participate in the musical we did for Grease. 


But I, at the time and still to this day, I’m not really that great in singing. So, then it became clear … I can read the lines. I talk pretty well. And then it was like then we had to singing. So, I remember this guy Jordan who just has an amazing voice, he was like bring him home. Everybody was like wow. It was like all this.


But what I did know is that I had a lot of enthusiasm and there was one tune I thought was deeply embedded within me, I kind of sang to myself at times. So, it was from a commercial and so I just went for it and said it doesn’t matter what comes, fresh goes better in life. With Mentos Fresh and full of life nothing gets to you. Staying fresh, staying cool. So, I’m singing the Mentos commercial.

Alex Banayan
Right, right. 

Pete Mockaitis
And because there was emotion and it’s not that complex of a tune in terms of number of notes and range, I made a decent impression and I got the part, which was modest. I was in Danny Zuko’s crew.

Alex Banayan
Very important, very important.

Pete Mockaitis
And Sunny I believe, yeah, Sunny was his name.

Alex Banayan
Cool leather jackets.

Pete Mockaitis
Yeah, yeah. I had one line like tell me more, tell me more, could you get me a friend. Which is tricky because it’s a high note, and I didn’t do super well. But I got the part and had some fun, and it really set things up in some cool ways in terms of making some great friends and being engaged with activities and I stuck with it.


So, while I haven’t thought about that in a long, long time, but you brought it up and it was fun to remember. And I do have a greater sense of possibility not so much from a source of oh, I’m getting pumped up because let’s do a motivational program or I have the tiger or whatever.

Alex Banayan
Right.

Pete Mockaitis
But rather it was like oh, that was a real thing that happened. And there was a good result and there can be more of that in my life. It’s powerful.

Alex Banayan
Yeah, absolutely.

Pete Mockaitis
Well Alex, good stuff, tell me anything else you want to make sure to mention before we shift gears and hear about a couple of your favorite things?

Alex Banayan
I think you’ve really nailed it because when I think of everything we’ve talked about so far has this common theme of really looking within yourself and the answers are in there. And the whole point of the third door is not only to equip people with tools not only to change what they believe is possible but really at the end of the day it’s to liberate yourself because whether it’s at work, whether it’s at home, our real goal is to try to be most us version of us, right? The most you version of you. And the third door is really a mindset to liberate yourself.

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

Alex Banayan
I was reading a book and there was a Warren Buffet quote that I just really loved yesterday that I said we don’t have to be smarter than the competition, we just have to be more disciplined.

Pete Mockaitis
Thank you.

Alex Banayan
I really like that.

Pete Mockaitis
And a favorite book?

Alex Banayan
Oh my God, so many. I would say something that comes to mind right now is The Alchemist by Paulo Coelho. 

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

Alex Banayan
This is a great tool and it’s not a tool. It’s the airplane mode function on a phone. If I want to be productive, there is only one way to do it, by putting my phone on airplane mode. Silence doesn’t work. 


When I’m writing, I will literally not only turn of my phone, I’ll hide it in a drawer on the other side of the room to use my laziness against me.


But if I just want to do something very thoughtfully for even 30 minutes, I have to go on to airplane mode.

Pete Mockaitis
And a favorite habit?

Alex Banayan
Meditating twice a day.

Pete Mockaitis
Do you use an app or just breath or what’s your approach?

Alex Banayan
I went to … I use a thing called transcendental meditation, which there’s a lot of teachers all over the world who’ll do these three days workshops. But I really believe any kind of meditation is good as long as it feels good for you.

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

Alex Banayan
Yeah. There’s one quote from the book that I see quoted often, which is when you change what someone believes is possible, you change what becomes possible.

Pete Mockaitis
If folks want to learn more or get in touch, where would you point them?

Alex Banayan
The book is everywhere. Books are available whether it’s Amazon or Barnes & Noble or Audible. And if you end up getting it, let me know so I can say thank you. Instagram and Twitter are all the same, it’s just @AlexBanayan.

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

Alex Banayan
Great question to end with, yes let me think about that. Let me make that thoughtful. Ask yourself the second, actually no, not the second this is done. Ask yourself some time today where you actually have some time to yourself, what are you the most afraid of at this point in your life right now? Because I think in that answer lies some of your destiny. 

Pete Mockaitis
All right. Alex this has been a treat. Keep on living big possibilities and good luck to you.

Alex Banayan
I am so grateful. This was a ton of fun, thank you.

 

Next: Ron Price talks about becoming an influential leader.

506: Finding the Joy of Missing Out with Tonya Dalton (Host of Productivity Paradox)

By | Podcasts | No Comments

 

Tonya Dalton explains how saying no to opportunities leads to more satisfying work days.

You’ll Learn:

  1. Why you should embrace JOMO
  2. How to determine worthwhile opportunities
  3. How to say “no” without feeling guilty

About Tonya:

Tonya Dalton is a productivity expert, author, speaker and founder of inkWELL Press Productivity Co, a company centered around productivity tools and training. She released her first book, The Joy of Missing Out, with Harper Collins this month.

Tonya’s messages about business management, productivity, and the pursuit of passion have impacted thousands and inspired her to launch her podcast, Productivity Paradox which has surpassed more than 1.5 million downloads.

Tonya has been featured on Real SimpleEntrepreneur, Inc.CheddarLauren Conrad, and Fast Company among other places. In 2019, Tonya received the Enterprising Woman of the Year Award and was named North Carolina’s Female Entrepreneur to Watch by The Ladders.

Resources mentioned in the show:

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Tonya Dalton Interview Transcript

Pete Mockaitis
Tonya, welcome back to the How To Be Awesome At Your Job podcast.

Tonya Dalton

Thank you so much for having me. I’m thrilled to be here again.

Pete Mockaitis
Well, I’m glad we didn’t miss out on having you back again. We’re going to talk about your book, The Joy of Missing Out, and maybe you could orient us first and foremost. So FOMO versus JOMO, what’s the story here?

Tonya Dalton
For your listeners who are not familiar, FOMO is the fear of missing out, which I think so many people experience. They feel like opportunity knocks and, “I have to open up that door every single time. Otherwise, I’m going to miss out. And if I do, oh my gosh, I’m going to worry about it.” And it’s this terrible thing. And so, we often have this fear of missing out. And, to alleviate that fear of missing out, we try to do everything. We chase our tails being busy all day long, trying to do it all.

And I try to tell people, all right, we need to let go of the FOMO and embrace the JOMO. We need a little more joy of missing out. I truly believe that there is happiness already really nestled into our day. There’s joy just waiting to be had, but because we’re filling our days and because it’s so crammed full of tasks and errands and projects and this and that and the other, we miss out on finding that joy, even though it’s right there.

So when you think about your ideal day, there’s a lot of incredible, amazing things in it, but there’s also some things that are missing. There’s that feeling of being stretched too thin, that’s gone. That feeling of saying yes out of obligation instead of saying yes to things you want to say yes to, that’s missing. So really getting rid of a lot of that clutter and that noise in our lives, that busy-ness allows us to find the joy that’s already there waiting to be had.

Pete Mockaitis
Boy, I think that really resonates. My mom just recently reminded me that John Mulaney has a joke, one of his specials associated with, once you reach a certain age, when plans get canceled on you, it’s like crack, it’s so thrilling and exciting because you finally have the opportunity to do nothing.

Tonya Dalton
Yes.

Pete Mockaitis
Which is awesome. And so then, that just sort of raises the question, well, why not just conscientiously decide to do nothing?

Tonya Dalton
Why don’t we purposely choose to have our days with a little bit of more open space, a little more freedom in our day?

Pete Mockaitis
And so when it comes to the joy of missing out versus the fear of missing out, to what extent is it true that you might be missing out and that’s terrifying and really unfortunate that you are not taking advantage of a given opportunity versus false. And I guess that’s kind of the core of it. Is identifying what matters and, and making informed choices. But are there some reliable guides, some indicators, that, “Ah, this is all an opportunity well worth taking,” or, “I really will regret missing out on this opportunity”?

Tonya Dalton
Yes, I really think so. It really is this idea, when we’re talking about productivity, I think the reason why productivity has failed so many people is because they think there’s this magic system out there, and they think they have to work their life and shift it and change it and make it work to fit this system. When in effect, let’s put you and your priorities front and center, and then let’s custom design a system to work for you to play to your strengths and play to your weaknesses.

And when you do that, when you create a system for your life that really feels manageable, maintainable because it plays to your strengths and to your weaknesses, when you really are allowing your priorities to sit front and center, that can really act as your filter for “What do I want to say yes to,” and, “What should I really be saying no to more often?”

I think that’s the issue a lot of times, is that it’s not when it’s black or white. It’s not when it’s good and bad. It’s when it’s the good, better and best. How do you know what to say yes to and what you should really, just let that opportunity knock and move on by to the next door so to speak?

And so really that’s one of the things that we talk about a lot in the book is, this idea of it isn’t just about saying no, it’s about finding your yes. It’s finding the yeses that are meant for you. The things that are really tied to your priorities, to your purpose, to your passion.

And a lot of that is really tied to the idea of your North Star, which is what I talk about in the first section of the book, which is your mission, your vision and your core values, and really allowing that to be your filter. To act as your first filter for, there’s opportunities here, do I even want to say yes to it?

Because I think that’s the problem. Is a lot of times we think to ourselves, “Well, I’ve got 15 minutes, I’ve got the time to do this 30 minute project, so I should just say yes.” And really, the question of time, that’s not really what we should be asking ourselves. We should be asking ourselves, “Does this fit the life I’m really looking for?”

I have this whole finding your yes blueprint that we walk through in the book, that asks these questions. How does the opportunity feel? Why do you want to take it on? Does this align with your North Star? We don’t ask the question of time until like four or five questions in. And I think that’s the problem is, we don’t often times know what we want to say yes to.

So in an effort to be at all, we say yes to everything, and that’s why we end up feeling overwhelmed, because we don’t know what we want to say no to. And I truly believe we all have our own yeses that are meant for us, that are tied to our North Star. And when we can really figure that out and we can use that North Star as our filter, that makes it so much easier to let those other opportunities to pass us by, and not feel like we’re truly missing out. To feel like, okay, this feels good. That these things are not things I’ve taken on.

Pete Mockaitis:
You said overwhelming and that reminds me of our previous conversation. I thought about it again and again, and you said, you said it better than, “That it’s installed into my brain.” But you said that, “The feeling of overwhelm comes not so much from having too much to do, but rather the feeling that we’re not actually making progress on the things that are important to us.” Did I say that right or how do you say it?

Tonya Dalton
I like to say the overwhelm isn’t having too much to do, it’s not knowing where to start. So it’s tied to that whole idea of, what do I want to work on? What do I want to say yes to and where do I start? And we’re spinning in circles, driving ourselves crazy. And this is why we feel overwhelmed because we have a to-do list that is three miles too long and unachievable and unattainable in our day.

And this is what happens is we end up with this long to-do list. We’re checking a million things off of it. We’re running around busy, slipping into bed at night thinking, “Gosh, why didn’t I get more done?” Even though we were busy all day long. Even though we chased our tail. Even though we checked all those things off.

When instead we choose where we’re going to start, when we choose to focus in on what’s most important to us as the cornerstone of our day and really the center point of what we want to do. When we do that and we do fewer tasks that have more meaning, that is when we really feel like we’ve accomplished something. That’s when we finish our days feeling satisfied.

And I think that’s really the difference is, knowing where to start that you’re not going to start with the menial tasks, the things that aren’t really important and driving you forward, but knowing where you’re going to start with those big tasks that feel really good to our soul. Instead of filling our calendar, let’s work on filling our souls and feeling really good about our days.

Pete Mockaitis
I think the corollary to that that struck me is that, I’ve had days that had lots of activity to them, but I didn’t feel overwhelmed, and it’s because each of those things indeed was filling up the soul.

Tonya Dalton
Yes.

Pete Mockaitis
And I think it’s hard to feel overwhelmed say on a camping trip. Even though I’m doing a lot of things. I might be hauling a canoe over my head, cutting wood-

Tonya Dalton
Catching dinner.

Pete Mockaitis
… Boiling water. Yes. It’s like there’s a lot of activities happening here, but I don’t feel frantic. Like, oh no, it’s just sort of like, well, yes, this is exactly what I wanted it to be doing, is enjoying some outdoor time and being with great people and mission accomplished.

Tonya Dalton
Yeah. I think that’s so true and I think this is the thing. I like to tell people that productivity is like what I use to get them in the door. “Oh, come over here, look at their productivity,” and then they come in and I go, “Okay, it’s really about being intentional. It’s really about intentional living.”

It’s choosing how you want to have lived your life and choosing how you’re going to spend your day, and really doing the things that do have meaning to you. Whether that is when you’re camping and doing a lot of things that are really important, like you said, like getting the canoe together and getting dinner and cooking the dinner and doing all those things.

You end up feeling really good because you’ve gotten something accomplished. You’ve worked towards your goal versus chasing our tails, picking up the dry cleaning, returning a shirt to Target, doing these little teeny tiny tasks that are really filling up our schedule and keeping us from doing the important work that will make us feel like we’re making big steps towards where it is we want to go.

Pete Mockaitis
All right. Well, so now I want to talk a little bit about the particular how’s of zeroing in on some of the North Star guidance. But first maybe could you inspire us by shooting a tale of a transformation? Someone that you worked with who was dealing with one set of circumstances and experiences of stress, anxiety, overwhelm, and then what that person did and the results that emerged?

Tonya Dalton
Yeah, absolutely. So I’ve worked with a lot of different people. I like to tell people that I’ve worked with men and women in all different seasons of life with all different life circumstances. I think the difference that it makes with what I teach in the book and in my courses is truly, it’s all about customizing it so it works for you.

So, I had this one woman who I was working with who was really struggling because she just felt like she was in a dead end job, but she felt like, “Well, I don’t really have any choices because this is what I trained for. This is what I’ve been doing for the past 10, 15 years, so there’s no other options for me. There’s no other place to go look because this is just how things are.”

And I think that’s oftentimes what people fool themselves into believing that there are no choices. When in fact if we look around and we change our perspective a little bit, there are options everywhere. It’s just a matter of sometimes having to go and look for them a little bit.

So she was feeling really, really stuck and those are her own words. She was like, “I just feel stuck and I feel like, I’m not really happy, but this is just how life is. I’m chasing after the kids and I’m doing all the things that they need me to do, and there’s no time left for me.”

So she and I sat down and we worked on, discovering her North Star, uncovering what her mission, her vision and her core values are, and then creating all these systems at work around that. And it was interesting, because at the start of working together through this course, she was really determined that this was just not going to work, because this was just how life was.

And then by the second week you could see that she was like, “Okay, there are some choices.” So we first opened up her eyes to the choices and really taking a lot of what she discovered about herself. And this is why I think it’s so important to start with that discovery phase. To really think about who you are in your heart of hearts.

So she took what she learned from that discovery phase, and then she started really implementing that into, how do I make it so this is the center point of my day. And so she started to feel really good about that. And then we started doing the simplifying and adding systems and making sure all the other things are running.

And then now, I just caught up with her a couple of weeks ago and she goes, “I quit my job. I’m now doing something I’m absolutely passionate about. I had conversations with my family about what their schedule look like, what did I want, what did they want?” We have a lot of these misconceptions that our kids want to do 5,000 different things. Our boss wants to give us 5,000 different projects.

And when I started having her create these conversations where she was like, “What do you really want? What are your priorities?” We began to uncover that a lot of this was stories she was telling herself. That her kids really wanted to do five different after school activities every day. When in reality, her kids were like, “No, we’d be fine just doing, piano and doing field hockey.”

And so she was like, “Oh.” So she was able to really make that manageable, not only for herself but also for her family. And now she’s starting up a job that she’s truly passionate about, that’s really tied very strongly to one of her core values of faith. And she says she’s in a completely different span of life than she was back when we started a year ago, because she really customized and made it all work for her.

And to me that is really what’s most exciting. Is when you see those light bulb moments where people are like, “Oh, I do have choices.” Or, “Oh, this is why I feel this way.” Or, “Oh, I love how now I’m spending more time on these things I really love.”

I mean that’s just one example, but I’ve had people who have gone back to school. I’ve had people who have changed careers. I’ve had people who’ve done all different kinds of things, because I think when we open our eyes and we begin to realize that we really can make life work for us, that life is meant to be enjoyed rather than just endured. And that we can create systems so the other things still happen so that the grass still gets mowed, the bills still get paid, the laundry gets done, and those types of things, that it really is achievable to have that ideal day and make that into your everyday. And that is truly what I love about what I do.

Pete Mockaitis
That’s exciting stuff. And so, we talked about that mission, vision, values pieces last time. So I’d like to zoom in on saying no in terms of one, I guess being okay internally, psychologically with your own self—

Tonya Dalton
Going to say space to say no, yes.

Pete Mockaitis
And secondly, how you find the ability to articulate that when you’re kind of nervous. What are your top perspectives when it comes to saying no well?

Tonya Dalton
Well I think this is one of the problems that people have is, sometimes we know we should say no and we’re like, “Ooh, I want to say no to this.” But yes, feels so good coming out of our mouth for about 10 seconds. And then it’s like, what did I just say yes to? Because a lot of times we’re either taken off guard or we feel guilty. We feel bad because we feel like we’ve let people down.

And we forget that every time we say yes, we’re actually saying no to something else. So every time we say yes to someone else’s project, we’re saying no to our own passion project. When we’re saying yes to volunteering for a project that we’re not really excited about or truly invested in, we’re saying no to our own goals and we’re saying no to time with our family.

So if you start to reframe that and realize, you know what, every time I am saying yes, I’m actually saying no, but most times I’m saying no to my own priorities and to the people and to the things that are truly important to me. I think that’s the first stepping stone to get to is to realize, “What am I saying no to every time I’m saying yes?” Because I really think that makes you stop and think for a minute when somebody asks you to do something.

But I think it’s really important too, to have a little something in your back pocket ready to go. Because we are thrown off guard, and then a lot of times if we say no, we ended up overexplaining, over apologizing and somehow, somehow getting roped into saying yes after all.

I like to teach people that there’s a really simple strategy to use called the sandwich strategy. And it’s like the little black dress of saying no. It works in all situations and it really is so simple and easy to do.

So it’s essentially this idea that if you think about a sandwich, you have two pieces of bread with some kind of filling in the middle, the meat in the middle, right? Well, with our sandwich strategy here, we have two slices of kindness, that’s our bread with that solid no right there in the middle.

And when we sandwich our know, it makes it more palatable. It’s easier to give, and it’s easier for that person to receive so there’s not a lot of guilt.

So let me give you an example. Let’s say someone asks you to volunteer for yet another project. You could say to them, “Oh, thank you so much for thinking of me. I really appreciate that you’re pulling together a group of people to really make this fundraiser happen. Unfortunately I can’t give it the time it deserves. However, I do have some ideas that I’d done for this other project, so I’d be happy to pass those along to you.”

So there, we’ve had kindness at the front, kindness in the end, but right there in that middle there was that no. There’s no question about it. I can’t give it the time it deserves.

And to be honest with you, that phrase, I can’t give it the time it deserves, is one of my favorite phrases to use when you’re saying no. Because I’m not saying I’m busy, I’m not elevating myself. I’m not saying what they’re doing is unimportant. In fact, I’m saying, “Gosh, what you’re doing is so important, it really deserves time and I am not able to give it to it.”

So that’s really the sandwich strategy in a nutshell. It’s starting with kindness, putting in you no and then finishing up with a slice of kindness.

And because it works for all situations, it’s so easy to remember. If let’s say that somebody asks you to go out for a girls night, and you’re really wanting to spend more time at home with your spouse. You could say, “Oh, thank you so much for asking me to the movies. I’ve heard some really great things about it. I’m so sorry, but right now I’m really committed to spending a little more time at home with my husband, and so I’m going to give this time to him. I really think you guys are going to enjoy the movie and I would love to go next time.”

I think so often we forget that being kind and being assertive are not mutually exclusive. We can be assertive with our time, we can be assertive with our calendars, we can be assertive with our boundaries. And that doesn’t mean we don’t have to be kind or generous or thoughtful. We can be both at the very same time.

Pete Mockaitis
All right. Excellent. That’s a real nice clear perspective on saying the no. And so then, you’ve got a nice section on finding clarity within the realms of focus, time and energy. How do you recommend we go about doing these things?

Tonya Dalton
Well, this is the thing is, I think we don’t realize that we have these three precious resources of time, focus and energy. Once we give those away, we cannot get them back. Once you give away time, there’s no getting it back. But we don’t think anything of handing out 10 minutes here, 15 minutes there, five minutes here.

If we thought about our time like we do our money, we wouldn’t do that. If we had a set amount of money for the week, we would make sure that we paid our bills, that we fed ourselves and fed our families. We would make sure that we paid our mortgage before we started handing out dollar bills. But with our time, we don’t think about, first I need to invest it in the places that matter, invest it in my priorities, invest it in my goals, and then I can hand it out.

So when we shift the way that we’re looking at how we spend our time and we start looking at it as an investment, I think that really does help. So we go through in that section, that section two of the book, this whole idea of how do we clarify our day so that really we are spending most of our time on what matters most.

And this is where I get into that very controversial idea of tossing the to-do list. The to-do list is one of those things that people have talked about for decades and decades. It started back with Bethlehem Steel where they started doing a to-do list. That’s where it actually originated. And people have taken it so much further than what it was originally intended.

It was originally intended to be a list of three things when it first was brought about. And now people have these to-do lists that are 25 miles too long. So I really tell people, “The problem with a to-do list is it’s taking you everywhere, but where you want to go. It’s long, it’s unorganized, it’s jumbled, and it doesn’t tell you where to start.” And as we said earlier, overwhelm isn’t having too much to do, it’s not knowing where to start.

So if instead of making a to-do list, you spend five seconds longer—and I can promise you that’s all it takes—to make a priority list, that tells you very intentionally where you want to start. I like to say that a priority list is a to-do list with intention.

So like I said, it takes the same amount of time. It’s just really thinking through what are the tasks that are most important to you?

So it’s a little bit of a riff on the Eisenhower matrix, which I know you’re familiar with and I’m sure your listeners are familiar with, which was originated from Dwight D. Eisenhower, our most productive president, and then adopted later on by Franklin Covey and that whole system. But we, instead of having the four quadrants in the priority list, we start at the top with, there’s three levels.

So we have the top level, which is escalate, which is our tasks that are important and they’re urgent. So they’re important in that they are connected to our North Star. That mission, that vision, that core values. It’s linked to a goal. It’s something that’s essential to be done by us. It’s advantageous. It’s not tied to our perfectionism or a story that we’re telling ourselves about what we should be doing. So it’s important, but it’s also urgent.

And so we put our items at the very top because that’s really where we want to begin our day. With the things that are important, but have a deadline, because that’s why they’re urgent. And then that next level goes right underneath it. So instead of being a quadrant, it’s just almost like a vertical list. That second level is cultivate. Which are our tasks that are important but not really urgent.

So what’s amazing here is that this is truly the area where you’re going to see a lot of professional growth, a lot of personal growth, because these are things that are going to cultivate. These are investments in ourselves that will pay dividends in the future. So these are things like, creating a budget, taking a course, bettering yourself, reading articles that are in your industry, doing things like that. Working on a presentation that’s not due for another two weeks.

So things that are really important, but they’re not urgent. But because they’re not urgent, a lot of times those get pushed aside, even though that’s really where we’re going to see the most growth because they’re not screaming out at us. So that’s our second level.

And then our third level is our accommodate. And these are our tasks that are urgent. So they’re screaming out, they want to be done, but they’re not necessarily important. They’re not really tied to our goals, our vision of where we want to go. But because they’re screaming out at us, we oftentimes want to do them first. And a lot of times they’re really easy things. There the kind of ticky tack things in our day. Running to the dry cleaner, or returning a shirt to Target, Answering emails. Because 99% of what’s in your inbox right now, is not really important, but it’s urgent. It needs to be done. Those emails need to be returned.

So when we create this priority list with those three levels of escalate, cultivate, and then accommodate, and we start our day at the top and work our way down, it really does help us focus our day on what’s most important. Because we’re beginning with those important tasks and we’re making sure those get tackled first, which is why we can end up feeling like we have bigger wins in our day. And I think that’s really important, ending our day feeling successful.

Pete Mockaitis
Let’s talk about email for a second here. So I agree with you that the vast majority of the emails that come in are not necessary to look at or reply. And yet, there are some that are just, change your life.

Tonya Dalton
That’s true. That is true. Not everything that’s in there is trash. There’s some jewels in there, yes, for sure.

Pete Mockaitis
So how do you think about processing email?

Tonya Dalton
Well this is the thing is, you’re right. There’s lots of great nuggets in there. There’s a lot of things that we need to just kind of discard and get rid of or just quickly reply to. Email is an important communication tool, especially when used correctly.

The problem is though, is that your inbox is like digging a hole in a sand storm. That whole idea of the inbox zero is such a great idea and I’m an inbox zero type of person, but that zero, and this is what I can’t remember his name, Merlin Mann, I think it is.

Pete Mockaitis
Merlin Mann.

Tonya Dalton
Yes, Merlin Mann who came up with that term. He talks about, it’s not about the zero, it’s not really about the number, it’s about how you feel about your inbox. That it’s not really dictating your day and it’s not taking over your day. So if we’re spending all day going into our inbox, trying to empty it out, but it keeps filling itself back up, that is really an exercise in frustration. And it’s taking up so much of our time, considering most of the information in there is not truly important.

So if instead, we chose to very intentionally batch our emails and check our emails, let’s say four times in a day, that would give us bigger pockets to focus on the important work.

So for me, and I’m going to go ahead and throw this out there, and tell you that email for me, I’m like Pavlov’s dog. I hear that ping of the inbox and I’m like, “Oh, what’s in there?” I don’t know why. I don’t know what it is. It’s not the same way with texts. But, I love checking my inbox, even though I know it’s mostly junk.

So what I did for myself is, I started checking email four times a day. So I come into the office, I start off by creating my priority list. I process my day, I take care of setting my day up, and then I check my email for the first time. Then I let other people’s priorities begin to invade my calendar.

So I do a quick check and I get myself a container of time, 15 to 20 minutes to check it in the morning. And then I check it again around lunchtime, and then I check it again mid afternoon, and I check it again after closing time for work.

And I do it four times a day because that allows me to get through my inbox and really respond to the things that are important in there and allows me to clean it out and keep on top of it. But I’m not in there all day long.

So what happens is, if we’re checking email every five minutes or so, we’re continually interrupting ourselves. We’re not getting to that deep work where we can really do great things, the important tasks on our list.

If instead we batch it, we have these bigger blocks of focus time, where we can really get into our big work. And I think that this is the thing. It’s not about getting rid of email. It’s really about how can we make email effective, so it truly does work for us. So for me it’s four times a day.

Now I have worked with other people who are like I only check it twice a day. I have some people who were like, “Four times will not work with me. I need to do six or I need to do eight.” And I’m like, “That is great.” Again, it should be totally customized to what works for you, just be intentional with it. Make a decision when you’re going to be in and when you’re going to be out. And when you set that container of time, abide by it. And then use the time that you were checking email to do that big important work instead.

Pete Mockaitis
And so for you personally, four bouts of 15 to 20 minutes keeps you in control such that you are hovering near zero ish most of the time?

Tonya Dalton:
Yes. And like anything else, when you’re batching tasks, you’re able to do it a little bit faster. You’re getting kind of that zone where you’re just automatically like, “Okay, quickly checking them,” and you can tell what’s trash and what’s not. And you’re cleaning it out and you’re checking things. And because you’re in that batch zone, it’s so much more effective than if I pop in there and I check one or two emails, and then I come in 10 minutes later and I check one or two more emails, and then I come in 10 minutes later.

Anytime that we’re batching tasks and we’re doing the same repetitive action again and again over and over again, it’s very similar to that assembly line, right? It just moves quicker. So we get that task done off of our plate and then we move on to what is truly important.

Pete Mockaitis:
All right, so Tonya, when folks are on board, they say, yes, JOMO, I’m embracing it, I’m going to live it and love it, are there any common mistakes or missteps that seem to pop up a lot when folks are starting down this journey?

Tonya Dalton:
Well, I think one of the biggest mistakes we make, and this happens whether it’s with JOMO, or a goal, or a project or anything else, is we try to take it all on at once. Okay, there’s all these different things you can do, and we talk about different strategies and tactics throughout the book, but people try to take it all on at the same time.

I think anytime that you’re trying to effect a change and you’re trying to, maybe live more intentionally, it’s okay, let’s take a step back and let’s figure out what’s one thing you want to do first. Let’s focus just on one small thing and let’s make these adjustments slowly. So it really feels a little more natural so we can begin to see how does this really work for you? And we can make those adjustments that I think are really important and are really necessary.

And then maybe a week later, let’s add another step. And then maybe a week later, let’s add two more steps. And build up to it instead of trying to take it all on.

It’s kind of like, have you ever tried to start getting up earlier. People think, “Oh, I want to start this morning routine so. You know what, I’m going to start getting up two hours earlier.” Well, getting up two hours earlier, getting up at eight o’clock in the morning and then six o’clock the next morning, that’s jarring to your system.

So instead back it up. Back it up 30 minutes for the first couple of days, and back it up another 30 minutes and then back it up 30 minutes again. It’s taking these baby steps and making it so we can acclimate to these changes and really start building them in as habits. Because that’s one of the other things that we talk about throughout the book is, this idea of let’s take the thinking out of it. Let’s make it so a lot of these intentional things that we’re doing, these intentional choices, become habits. So we don’t even have to think about them, they just happen automatically.

We talk about that whole idea that our brain is one 50th of our body, but it burns one fifth of our calories. And we can choose, do we want to burn our calories on the nonsense and the things that aren’t really important? Or do we want to burn our calories on the things that are really going to drive us towards that life we really want? And when we choose to allow habits to kind of step in and work on autopilot, especially when they’re good, healthy, intentional habits, that allows all that to run automatically and seamlessly, allowing our brains to really focus in on what matters most.

Pete Mockaitis
And when it comes to these baby steps, have you found historically that there tends to be one or two or three that make a world of difference, and just get that ball rolling quite effectively, consistently?

Tonya Dalton
I love that question. I would say, just like anything else I talk about, I think it really is personal to you. I usually tell people, “Start with what you’re most excited about. Start with what you’re most passionate about. What got you most excited? Let’s start there, instead of trying to say like, you have to start here, then you go here.”

The one thing that I do really encourage people to do is really do start with that discovery phase of what is important to you, because then we can really tweak and make everything work for you. And when I say for you, I don’t just mean like what you’re really good at. I also mean what you’re not good at. Let’s make it play to your strengths and your weaknesses.

So thinking about that and then starting with what you’re truly most excited about. Let’s say that the morning routine is what you’re most excited about. Let’s start there. Maybe it’s the priority list, then I would start there. So really to me, ultimately, with everything that I teach and everything that I talk about, it really is about this idea of customizing productivity, making it mold and work to you and your life. Instead of you feeling like you have to twist and turn yourself to fit the systems, let’s twist and turn the systems so they work for you.

And that’s really what I want people to get out of the book is that, when they finish reading the book, they’re like, “Okay, I know how to make this system for myself work, and I’m ready to get started.”
Because I wanted people to feel like they had a roadmap for how am I going to really start implementing this idea into my real everyday life? It needs to really work for me.

Pete Mockaitis
All right. Well Tonya, I want to hear about some of your favorite things and we’ll see if any thing’s newly favorite. Last time your favorite quote was from Oprah. Are you sticking with, “Do not think you can be brave with your life and your work and never disappoint anyone. It doesn’t work that way.” Or, do you have a new favorite one?

Tonya Dalton
Good question. That’s still my favorite. It’s really hard to let go. I mean, Oprah, she knows what she’s talking about. And I think too, I think this is a thing, especially when I talk to people about, JOMO and really finding that joy of missing out, that there’s going to be times that people do push back. There’s going to be times that people are like, “Well I just think you should say yes to this because you should say yes to it,” and don’t believe you can be brave in this life and not get a little bit of flack from people. But yeah, I’m still with Oprah. She and I are still one.

Pete Mockaitis:
Okay. All right. We’re sticking with it. And last time you had a favorite study about multitasking at a Duke. Any other studies that have caught your eye?

Tonya Dalton
Well, I have this other study that’s actually about multitasking that I really like as well.

Pete Mockaitis
Let’s hear it.

Tonya Dalton
Multitasking seems to be one of my favorite things. There’s been a lot of studies on it and there was a study at the University of London on multitasking, and what they found was that, when people were multitasking, they performed as well as people who had stayed up all night long. And so what they did is they had a control group that was, multitasking. They had a group that went to bed, they had a group that stayed up all night long, and they had a group that smoked marijuana.

Now, the people who are multitasking did not perform as well as the people who had stayed up all night or the people who had smoked marijuana. So I like to tell people, “When you are multitasking, not only are you increasing your cortisol, not only are you stressing yourself out, but you might as well either stay up all night or smoke drugs.” To me it’s most interesting about this study—

Pete Mockaitis
“You might as well smoke drugs,” wonderful pull quote.

Tonya Dalton
Maybe not my pull quote please, no… But I think that’s so true. When people hear that, they’re like, “Oh my gosh, I keep multitasking because I think it’s increasing my productivity,” but it actually is decreasing your productivity 40%. That means you’re losing about, I think it’s like 17 hours a week when you try to multitask. That’s a significant amount of time.

So really, when we think that we’re working harder, we’re not really working smarter, we’re just wearing ourselves out.

And the other part of that study that I thought was so fascinating is there was this inverse corollary where the better someone thought they were at multitasking, the worst they actually were. Which I found interesting because they said, they would ask people like, how good are you multitasking? And the higher they rated themselves, the worse they performed.

So this is the thing. There’s very few super taskers out there who really can multitask.

Pete Mockaitis
It’s almost like I’m one of them. So, caution, caution there. The odds are not in your favor.

Tonya Dalton
Yes, the odds are not in your favor and that’s one of the things that the researcher said. He says, “People want to fool themselves into believing that they’re the super taskers, but they’re not.” I mean, that’s like his direct quote, “but they’re not. They’re just fooling themselves.”

Pete Mockaitis
Well so, last time you mentioned your favorite book is Jane Eyre. Are there any other favorites you’d like to mention?

Tonya Dalton
Well, I just read not that long ago James Clear’s Atomic Habits, and I really enjoyed that book. That was something that I really enjoyed recently. On the fiction front, I’ve been doing quite a bit. I’ve been reading some Ruth Ware, and I’ve really been enjoying her. I don’t know if your listeners are familiar with her, but she just came out with one called Turn of The Key, and then she did, The Woman in Cabin 10. Those have been my reads lately that I’ve been enjoying.

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

Tonya Dalton
I would tell them to go to joyofmissingout.com for information on the book and where you can get that, it’s available really anywhere books are sold. And then if you want to connect with me or learn about my podcast or anything that I do, my products or anything else, you can go to tonyadalton.com. So that’s Tonya with an O and a Y, tonyadalton.com.

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

Tonya Dalton
My call to action could be just go get the book. Because I really do feel so passionate and excited about the book. But really what I want people to take away from this is, we’ve talked about that idea of the small steps and starting small. I think that that’s really what I want people to walk away from this episode remembering. That that ideal day that we dream about when we’re in the shower or we’re waiting for our coffee to brew, it feels so far away from where we are.

And, so because it feels so far away, we sometimes think it’s not ever going to be possible. But, if you take one small step each and every day closer to that ideal day, if you get 1% closer each week, by the end of a year, you’re going to be 52% closer to that ideal day, to that ideal life. It really is the tiny little itty bitty steps that matter.

We often think it’s the big giant leaps. It’s the leaps of faith and the giant running starts. But oftentimes, it’s just taking that first step that builds that initial momentum, and that’s really all we need to keep us moving forward. And one tiny step each and every day really does make a gigantic difference in how we feel about our days, and how we feel about ourselves, and how we feel about getting to that ideal life that we want.

Pete Mockaitis
Tonya, this has been so much fun. Thank you. I am overjoyed that we didn’t miss out on this conversation

Tonya Dalton
Me too.

Pete Mockaitis
So, keep up the good work.

Tonya Dalton

Thank you. Thank you so much for having me again. This was great.

505: How to Make Data Inspire Action with Nancy Duarte

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Nancy Duarte explains how to combine data with story structures to create inspiring presentations.

You’ll Learn:

  1. The three-act structure of data
  2. The true hero of your presentation
  3. How to make magical moments for your audience

About Nancy:

Nancy Duarte is a communication expert who has been featured in Fortune, Time Magazine, Forbes, Fast Company, Wired, Wall Street Journal, New York Times, LA Times, and on CNN. Her firm, Duarte, Inc., is the global leader behind some of the most influential visual messages in business and culture. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. She’s written five best-selling books, four of which have won awards. She’s been ranked #1 on a list of the World’s Top 30 Communication Professionals.

Resources mentioned in the show:

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Nancy Duarte Interview Transcript

Pete Mockaitis
Nancy, thanks for joining us here on the How to be Awesome at Your Job podcast.

Nancy Duarte
Thanks for having me, Pete.

Pete Mockaitis
Well, I am excited to dig into your wisdom. And I’d love it if you could start us off by sharing a story about one of your clients who really transformed their presentation using stories.

Nancy Duarte
Oh, that’s a fantastic question. So, we work with really, really great brands. I can’t name the customers but I sure can tell you outcomes of what’s happened to them after they started to embrace stories. So, there’s one local public CEO here who went from unfavorably rated on Glassdoor to the highest-rated CEO and a lot of it had to do with when he would talk about his work. It was kind of self-congratulatory and we taught him how to tell stories and how to make a stronger connection to the audience and it actually skyrocketed his Glassdoor rating. He worked hard on internal communications which is important.

Pete Mockaitis
Well, that’s amazing. Well, I’d like to hear a little bit more about that. So, for example, when presenting in front of employees, he would kind of convey that he was responsible or she was responsible for that victory and accomplishment and results, and you sort of had a shift there. Or, how did that go down specifically?

Nancy Duarte
Yeah. Well, what happened is, because he was an accomplished CEO at his former public company he would always point back to big victories, big victories at this other company, big victories at the other company. And then what we asked him to do was part of telling a great story is the fact that the story has a messy middle. That’s the most exciting part of a movie, right? The boy doesn’t get the girl and then the monster steps on them and then they got shot in the shoulder with an arrow, and then they have to climb out of the pit. Like, that’s the exciting part, and that’s the thing we love about stories is that life is hard and we’re watching and cheering for this person as they go through these hard times.

So, we explain, that’s the part, that’s what makes you transparent, that’s what makes you humble, that’s what makes people connect to you if you tell a story where you failed. And so, he did. He told a story about a skunk-work project that he started when he started at this new company that he was at and how it failed and what he learned from it. And just adding that one anecdote into this one talk, he was flooded, like, “That’s the best talk you’ve ever given. I loved it. It was the best one ever.” It just had to do with being real and talking about, “Hey, I’m not going to fail on your watch. I already learned this lesson,” and being really open and transparent about who you are and things that you’ve overcome. A lot of leaders are afraid to do that.

Pete Mockaitis
Well, that’s huge, and I guess the proof is in the pudding right there in terms of the complete transformation and perception.

Nancy Duarte
Exactly. And then the results. There’s a lot of sensitive topics right now that a lot of people are having to address at work and in life, and I think when you frame them in a story and tell it as a story, people will remember them more than if you just whipped out a PowerPoint and click through a bunch of slides. I think people are craving human contact, human flourishing at work, and meaning, and story creates all those things.

Pete Mockaitis
And you have put some numbers to that in your book there DataStory associated with the extent to which stories can resonate a whole lot more than facts and data. Can you share some of those perspectives?

Nancy Duarte
Yeah. So, my new book is really about how to explain data so that people move to action through storytelling. So, when you see the words data and story combined, some people think it means that I’m saying, “Oh, yeah, apply a bunch of fiction into your data.” That’s not what this is about. It really is about taking the strength of the framework of a three-act structure of a story and using it to explain your data.

So, now we can hook up FMRI machines to the brain and see what’s happening when a story is being told. And now we have scientific proof that the sensing parts of the brains fire up when a story is being told, and so why not use this magnificent framework to actually explain data so that you can move people to action because of the results of the data. So, that’s kind of the premise of the book.

Pete Mockaitis
And I was really struck with your charts that sort of showed the bar chart sort of moving in different directions and how that can correspond to different kinds of stories. So, could you give us a little bit of an example or overview of how those things go together?

Nancy Duarte
Yeah, I love that. So, one of the other things that’s happened as far as science and story is that the computational story lap put in all of the books from the Guttenberg Project that was almost 1700 books, public domain fiction books. They fed it into a computer and it actually did show that stories have six finite arcs. And those arcs, they either end in a happy ending, you know, comedy or tragedy, they end and it resolves or it ends and it was tragic.

And same thing happens to a chart. So, picture in your mind, you have a line chart, and the happy ending to that line chart would be if it went up. And then a tragic ending would be if you wanted the line to go up and it went down. Well, those are classic story arcs. And the way you communicate when the line is going up versus the way you need to communicate if its ending is a tragedy, people process those stories very differently.

And so, the book gets into what to do if your chart falls on one of the six emotional arcs, what it is that the audience needs to hear from you and how to communicate that particular arc structure to an audience. It sounds complicated to explain verbally but there’s visuals in the book to support it. But I think sometimes we don’t consider the emotional impact that a chart, like rushing toward the X-axis just like falling, and when what happens in people’s hearts when the line rushes high into the right. And so, it just makes you stop and consider how to communicate those story structures because your data actually is a story structure.

Pete Mockaitis
And those six arcs that’s kind of just like the trajectories in terms of up, up, up, or down, down, down, or up then down.

Nancy Duarte
Down, up. Down, up, yeah. It’s like a rollercoaster ride, yeah.

Pete Mockaitis
Well, maybe just to bring it to life, could you share sort of one story in conjunction with data so that listeners can say, “Ah, that is a lot better. Thank you”?

Nancy Duarte
Yeah, that’s a great ask. So, I could share a data story where we found an insight in the data and then you frame it in three acts, like a three-act story. And so, it’s a super simple one but I’ll share it anyway. I’ll just pick one of these super simple ones. Like, an act one. So, this is where we found an opportunity in the data. So, you found something that’s great and you really want to exploit this opportunity you found in the data.

Act one is you state the current situation. So, you would say, “Our new webinar about cloud services attracted more attendees than our historical high,” that’s the current reality. “And…” there’s a complication, “…there were 642 highly-qualified leads that came in from the webinar and it surpassed all other marketing channels by 22%.”

The third act is what’s the action you want to take. So, it’s, “We should, therefore, redirect our marketing funds to cover quarterly webinars to increase highly-qualified lead flow.” So, what’s a tiny itty-bitty executive summary told in three acts that paints the current reality, what’s going to be kind of hard about it, and what we need to do about it, and it’s data. It’s not fiction like I said. It’s not a fairytale. It literally is using the three-act structure to construct an executive summary so you could tell a manager and try to get funding for your webinars, or whatever it is that you’re trying to get done.

Pete Mockaitis
Well, so now I love that story, and I’m thinking if I’m on the receiving end of it, I’m going to say, “Heck, yes. Let’s double-down, triple-down on this approach. I’m in.” So, what would be the alternative way of presenting kind of like that same set of things that’s much less effective?

Nancy Duarte
Like, what happens is you might just flick a chart to the boss, you don’t communicate. So, some people would say, “Well, the data speaks for itself.” Well, did it really say, “Hey, let’s go and get more funding”? No, the data might’ve said, “Hey, that was 22% more effective,” but it won’t ever say the action that needs to be taken. So, there’s kind of these different mindsets about data. Some people just love to be in the data and they flick it. They’re like, “Well, it’s outside my paygrade to do anything about it. I’m just going to flick these charts.”

So, part of what this does is it challenges you to move just from exploring the data to dipping your toe into explaining it, because when you explain the data, that’s when you move from being an individual contributor to becoming a strategic advisor. So, a lot of this is about shaping what the data is saying so that people above you understand it, and it actually helps your career. It’ll actually help your career trajectory because artificial intelligence can go now and it can explore the data, and it can actually tell you the findings in the data. But a robot or artificial intelligence will never be able to tell you what to do about it accurately. So, it really is a career move to learn how to explain data well.

Pete Mockaitis
Yeah. And there have been so many occasions in which I have looked at slides and there’s a bunch of stuff on there, and I’m thinking, “Is that good? Is that bad? There’s a lot of lines. They’re squiggling. Are we happy about those squiggles? Are we not happy about those squiggles?” And so, I think that is huge when you share that message.

And I’m big on, well, I’ll get your take on this. I’m really big on having the slide headlines kind of convey the points. Instead of saying, “Sales over time,” the headline would read, “Sales have increased significantly more this quarter as compared to previous ones,” for instance. So, we know, “Oh, okay, this is significant and it’s a big deal and it kind of lets us know what to focus in on.” What’s your take on this?

Nancy Duarte
And that’s great, yeah. So, the chart title itself should stay true, like it should just state the fact of the chart. And what you mentioned, which is great, is the slide title. Now, the slide title is where you can make an observation, and that’s what you did. You made an observation that this quarter was great, it’s up significantly. That’s an observation you can make on the chart.

And then there’s another layer of information that’s, “Therefore, what do we need to do about it?” Because what’s interesting is it’s usually human behavior that makes a chart go up or down. It’s like, “Oh, hey, the salespeople sold more so revenue is up.” “The accounting screwed up so our profit is down.” Human behavior makes charts go up or down, or like clicks on a website makes charts go up or down, so there’s a desirable direction you may wanted to go. But then, once you’ve observed it, and said, “Hey, Q4 was significantly higher,” that’s an observation, “Therefore, what do we need to do about it? Is there an opportunity to exploit or a problem to solve so that the next quarter can be even higher?”

And so, that’s kind of where the gap is between an observation and understanding what action they need to take because of the observation. So, you’re right, so your slide title should be either an observation or an action to be taken. Absolutely agree.

Pete Mockaitis
Oh, okay. Cool. Now I want to talk maybe about you mentioned the phrase earlier dip your toe into the explaining of data, and I think that’s an apt picture because I think when I teach these in workshops, I have participants who seem a little bit scared to say, “Oh, man.” Like, when I gave these example headlines, like, “Hey, don’t do this. Instead do that.” I’ve had people say, “Oh, those are pretty sensational headlines that you’re using there, Pete.” I don’t know whether sensational is sort of over the top, it’s too much, it’s intense. Like, it’s sort of it’s almost shocking for some who are not accustomed to this practice. So, what’s your take if people feel a little risk averse or they don’t want to be too bold in making a statement about what the data show? How do you think about the psychological elements here?

Nancy Duarte
It’s really interesting because one of the things, if we could get data to tell us every little bit of every little step and it be perfectly true and right, I think there are some temperaments that would wait and wait and wait and not make a move until they could have many, many, many facts of data to do that. What’s interesting about your question is you’re asking a bit about the mindset of the people that are trawling through the data and whether or not they want to make a claim about the data.

What happens the minute you stake a point of view about the data, you’re kind of walking around with a target on your back, and a lot of people aren’t comfortable with that. So, that’s why you’re moving from an individual contributor position into a strategic advisor position because you’re willing to take the risk, you’re willing to stake a claim or make a point of view about the data, and you’re willing to say, “You know what, now we need to go hire another sales guy. That’s the action I think we need to take.”

Not everybody wants to move into these kind of managerial and leader positions to where they’re willing to say, “I have a point of view. And you know what, next quarter I might’ve been wrong but I’m willing to stake a claim and say I do feel we need to step forward in this direction.” That’s the part that makes people scared to form a point of view about the data because they don’t want the responsibility that comes with it because it does with responsibility once you have a point of view.

Pete Mockaitis
But it sounds like what you’re saying, let me put words in your mouth, is that it is, from a risk-reward profile, it is a better career strategy to take some points of view than to play it safe.

Nancy Duarte
Exactly. Exactly, if you want to grow in your career. You know what though, and I don’t want to pooh-pooh the fact that we need some really deep-thinking individual contributors that can become almost like fellow partner-level and fellows inside organizations. There’s a place for that because we need a lot of freaks of genius around data itself. But if you want to go in management and leadership, you need to start to create points of view about the data.

Pete Mockaitis
All right. Thank you. And so, now you mentioned that we got to cover actions, what we need to do as a result of this data. And you have a bunch of verbs in your book, which I get a kick out of.

Nancy Duarte
I love that page. I love that page.

Pete Mockaitis
So, how do you think about verbs and what are we doing wrong when it comes to our verbs?

Nancy Duarte
Yeah, this was such a fun journey for me because we work with amazing brands and I pulled thousands of just data slides, slides that had a chart on it, and then I pulled apart the parts of speech, collected every verb that was associated with data on these 2,000 slides, and then I found a pattern in the verbs themselves. I’m such a pattern finder and I love that you love that page because it was a lot of work.

So, there’s two types of verbs, they have two different kinds of energy to them. There’s what we will call a performance verb, and these would be things that help you reach KPIs, help you reach big organizational results. And then there’s process verbs, these are the activities you do in support of a performance verb to get something done.

So, think of the verb to run, right? Run is a verb, but you have sub-verbs to get you there. You have to pump your arms, you have to pump your legs, you have to breathe really heavy. Those are process verbs that you do to get you so you can run. So, it’s kind of like that. There could be a big performance verb that could be measured by an executive and then the supporting verbs that fall under it.

It was fun. This is definitely how the title of the book says to take action. This is definitely the guts of the types of action you may take from data. It was pretty profound. It was fun. It’s not exhaustive, I mean, but it’s pretty exhaustive. I went through it and couldn’t find anymore verbs, at least in our work or our clients’ works.

Pete Mockaitis
What’s interesting, when you say run, and I’m thinking about process versus performance, I’m kind of thinking of the word run as being in the middle, and performance would be like, “I got there, you know. I got there in four minutes, 12 seconds. And at this rate of speed I was running, that’s my high performance.”

Nancy Duarte
Yeah, what’s interesting is a process verb is you’re either done or you’re not a little bit. So, the process verbs are binary, you’ve either completed it or haven’t, and the performance verbs are ongoing or kind of a bit more conceptual. Like, “I want to disrupt the market. Like, the data says we should…” You could say, “Oh, we need to create flavor innovation,” that is something you could do based on some data. Or you could say, “We need to disrupt an entire market on flavor innovation.” It’s so different and has so many more things you have to do to support that performance. I guess you can call them mega verbs and minor verbs or something, but you could stack a lot of activities under a performance verb. Whereas a process verb is more finite.

Pete Mockaitis
And so, I’d love to get your take here on the pros and cons and the ideal context because I hear what you’re saying, those performance verbs, they’re mega, they’re big, there’s a whole lot of stuff that would go under them and could change some strategic things in a big way. And then, also, some people might find them a little bit fuzzy. Like, “What exactly are you saying? Are you saying we’re going to create new flavors and a lot of other things?”

Nancy Duarte
Yeah.

Pete Mockaitis
So, I guess how do you think about where you’re better off having more process things versus more performance things?

Nancy Duarte
It depends on who you’re trying to appeal to in the organization. So, like, if you’re a project manager and you’re managing your own project, you’re going to have a ton of process verbs just to get the project done, and you could stack them up in timelines and do all kinds of things with it. The minute that you feel like you have a proposal that’s so big you need to put it on your boss’ desk or your manager’s desk, then it needs to have a clear hierarchy to the verbs.

And that’s kind of what this creates. It’s like, “If we’re going to do this great big thing, this big market-changing thing, name that and then put all the activities under it that support it.” And so, there is a different kind of an energy if it’s going, depending on the scale of the person above you. There’s different ways kind of in the book of how to frame that based on who you’re communicating up to, or if you’re communicating to your peers in an update meeting as a project manager, that’s different than communicating at a board to a board of directors or something like that.

Pete Mockaitis
Certainly. And I can see that you might get some mismatches if you’re going super mega with the performance verbs to some folks who are like, “Okay, so what do you want me to do now?” like that sort of spelled out. And then vice versa, the executive might say, “I don’t know why you’re troubling me with this minor thing. Why don’t you just sort of handle that?”

Nancy Duarte
Yeah, yeah. Yeah, execs are too busy, really, to have to think through it for you and they want to make sure you’ve thought through it. So, the interesting thing, too, is any of these data recommendations you’re making, you can have a massive appendix, slides are practically free. So, have the guts, be in front, have it be brief and tight and lovely, and then, man, you could stack 200 slides in an appendix. And if they’re really curious about the details you provided them, but just don’t make them slug through all your details. But it’s kind of nice to have them there because then I’ll be like, “Man, that person really thought hard about this.” I’ll always peek at an appendix.

Pete Mockaitis
Oh, yes. I look at the notes, and, “Is that statistic significant?” So, I’m right there. Okay. So, reorienting a bit here. You have a fun turn of a phrase that we should be more like Yoda when we’re doing our presenting. What do you mean by that concept?

Nancy Duarte
Yeah, and what’s interesting is when we have something really important to communicate, sometimes we’re so either excited or scared about having to communicate it. We get so caught up that we think when we walk in the room we are, in storytelling it’s called the central figure, that we’re the hero, we’re the protagonist, we’re the ones talking the most, which usually happens in a story or a movie. Usually a hero is a central figure and they have the most dialogue. And it might feel like that because you’re in front of everyone presenting, but, in reality, you have to flip the context of who you are because the audience is actually the hero.

So, if you get up and you’re presenting, and your audience does not latch on to what you say, your idea dies. Like, they are the carriers. They’re the ones taking out the action from your idea, so if you don’t convey it well, you’re suddenly rendered powerless by your audience. And so, you have to actually approach your presentations or any communication that you do, email, blog, anything. I get my husband to do chores at home by doing this. You have to really think through, like, “Wait, what is it?”

Pete Mockaitis
How does that work?

Nancy Duarte
Yeah, I know, I know. I’m, hopefully, someone who loves you is listening and can get you to do their chores. Now, you have to really flip the mindset and realize, “Look, I’m in their lives as a mentor not as the hero.” In myths and movies, a mentor is like Yoda was a mentor, Obi-wan Kenobi was a mentor. A mentor comes along and does one of three things. They help the hero get unstuck, or they bring a magical gift, or they bring a special tool.

So, you look at, say, Obi-wan and Luke Skywalker, he brought the Force and he brought a lightsaber. He gave him a tool for his physical journey and a tool for his spiritual or heart journey. That’s what it should feel like when people sit through your presentation. They should say, “Whoa, I have the emotional feel to keep going,” or, “Oh, wow, I did not know that, and now I’m unstuck,” or, “Oh, my gosh, I’m going to run go do that because I was stuck right there.”

That’s how they should feel when they’re sitting through a presentation. They should feel like, “Oh, in my life journey, when I sat in that presentation, I got unstuck.” And it takes a minute for you to flip your framework of who your presentation shouldn’t be in service of yourself. It should always be in service of the audience.

Pete Mockaitis
Yeah, I really dig that. And so then, when you talk about magical items, what can that look like in practice?

Nancy Duarte
So, usually anything that’s kind of magical is something that appeals to the heart, something that would change a heart. Like, if you look at all the different magical moments, it’s like something kind of supernatural happens and they get some sort of a breakthrough. So, sometimes it’s like something unexpected. It could be a surprise. It could be a bonus. There are all kinds of ways to make something feel magical. Sometimes it’s even in the delivery of it.

Like, even in the book, in the DataStory book, I say, “Oh, you could throw a whole chart up there. But if you show it over time and create suspense and surprise, then the results feel even more magical.” So, it’s a tool to help them get unstuck, and there are ways when you communicate it to make it feel like that was a magical thing.

Pete Mockaitis
Yeah, that connects and resonates with me as I’m thinking about sometimes, and I guess I’m a weird guy, but if I read in a great book, I’m thinking about Robert Cialdini’s Influence right now.

Nancy Duarte
Oh, I love Robert.

Pete Mockaitis
In a great book that sort of shares the story of a scientific study, they sort of set it up, like, “Hey, some people went on the street and they approached folks, and they asked them a question.” And so, actually I can feel my heart thumping a little bit, it’s like, “Well, what happens in the baseline control versus the new thing?” And it’s like, “And it was four times more effective when they asked it this way.” And so, I think that’s exciting stuff. And you’re right, when you build that suspense, you have that experience as opposed to it’s just sort of cut and dried, like all the data is on one slide all at once, and you’re a bit overwhelmed as opposed we’re building into something.

Nancy Duarte
Yeah, it’s all in how it’s revealed over time. You’re saying the same things but it’s in how you frame it that can turn something that would be just fact-based into, as you’re revealing it, they’re feeling something.

Pete Mockaitis
And I guess in that same vein, you’ve got a nice turn of phrase with STAR moments, an acronym for something they’ll always remember. Could you give us a few particular examples of this and some tips on how we can generate more of those moments in our presentations?

Nancy Duarte
Yeah, so STAR moments, something they’ll always remember. One of my favorite examples, it’s actually in my TED Talk is where Steve Jobs spent about the first 30 minutes of the iPhone launch creating and creating and building and building and building suspense. And then the moment he turned the iPhone on, you can hear a gasp, an audible gasp in the audience, like “Huh!” when they saw scrolling for the first time. Your listeners might be too young to remember that.

But when they saw scrolling, they knew right then that he had made a revolutionary new product that had never existed before. But he could’ve just like, whoop, and whoop, and got it on, and like turned it on and all of that. But he knew the moment that they saw, so he went through the hardware, he went through the features, he went through the buttons. They never even saw it turned on yet. And when he turned it on, it took everyone’s breath away.

So, some of that was the timing. Now granted, some of it is the amazing product, but you could use a shocking statistic. It’s something that whatever is in your talk that you want them to chatter about at the watercooler or after, when they leave the room, it’s like, “Wow, I’ll never forget that.” It could be a shocking image, it could be a powerful metaphor, it could be an emotive anecdote or a story. There’s just a lot of different ways you can create that moment where they’ll be like, “Oh, my gosh.” And it could be any emotion. It could be shock. It could be awe. It could be tears. It could be like something in it where they just were like, “Well, I’ll just never forget that.” And really great talks have those.

Pete Mockaitis
Well, yeah, I’d love to incorporate some more of those. So, that’s a fun example of Steve Jobs. Can you lay a few more on us?

Nancy Duarte
Another fun one that I love is when Michael Pollan, I don’t know if you are familiar with his books.

Pete Mockaitis
With the food?

Nancy Duarte
Yeah, with the food. And what we did in that example was he was wanting to explain how broken our food supply system is. And you can find this video, it’s actually really well-done. It was from kind of like TED-like event called PopTech, and he spoke there. And so, we went out and bought two Big Macs, and he had I think it was only one Big Mac. He had one Big Mac on the table and he wanted to explain how much crude oil it took just to make that one Big Mac, and it took like 36 ounces or something.

So, we had him pouring crude oil into these clear glasses so everyone could see how much crude oil it took just to make that one hamburger. And that was like a moment they’ll always remember. And, besides, we didn’t use real crude oil. We used Hershey’s syrup. So, at one point, he dipped his finger in what everyone thought was oil, and licked it, so that made it kind of extra special.

We had one happen here the other day with data, one of my client service people. He was going over how we’re doing on our revenue, and he said, “Wow, this quarter over this quarter, we’re really low.” And everyone was like, “Oh, no,” because everyone’s bonuses depend on how well we do our invoicing. And so, then he said, “Oh, but look, this is how much we have to invoice. Get your invoicing in.” And it went, woo, it went way up, and everyone applauded. So, everyone knew we would hit the number but it also put the right kind of pressure on client services to get their invoicing done, right? So, there’s ways to do it to create action that’s just different.

Pete Mockaitis
Well, so we talked about the arcs, we talked about some of the words and the special moments. And I think that, maybe as we’re entering the end here, could you sort of summarize kind of what’s the step-by-step? If we want to create a data story, what is the A-B-C of things that happens?

Nancy Duarte
Yeah, I think obviously the explore phase, my assumption is everyone has done that well, because once you’re done exploring, whatever the data sets or multiple data sets, you do the synthesis and you have an outcome, you have a problem or opportunity that you found in the data. So, that’s where you’re at. That’s where this book starts. We’re under the assumption you found a problem or an opportunity in the data and now you need to communicate it.

Then what you need to do is think through what your executive summary is, and that’s that three-act data story. I read you one where it’s like, “What is the three-arc structure of your executive summary?” Then think through, “Who am I delivering this to and how much information do they need?” You might be able to just stop at the executive summary and put it in an email and send it to your boss, or it might be such a high-performance verb you’re asking everyone to do, you might need to make a 200-page document.

So, you just got to really think about “Who needs to read this?” Like, we create Slidedocs which are these skim-able, they look almost like magazine, skim-able, readable documents. And I recommend you make, if it’s kind of a bigger proposal, you build about nine or so skim-able slides in the front. And like I was saying a bit ago, maybe you build as dense of an appendix as you may need to support it, and then you circulate it, and then you talk about it and get approval.

So, the book, really, was in service of faster decision-making. So, I think your audience specifically plays a role a lot in coming up with ideas, and then some people get frustrated in organizations because their ideas aren’t heard. So, even though this is framed for data, you could actually use a lot of the frameworks here for any idea. It doesn’t just have to be data and how you craft it and communicate it. Put it into a document in a way that somebody above you in the organization understands, it really should be able to help your ideas get unstuck. If you’re feeling like you’re hidden or your ideas get hidden, this will really help with that.

Pete Mockaitis
Excellent. Thank you. And now I just kind of want to go with a free-for-all in terms of top do’s and don’ts when it comes to slides and presenting, you know. You can just let loose things you see all the time that you think need to stop right away or things you’re so surprised you never see when you really should.

Nancy Duarte
Uh-huh. Great. Well, number one, my number one top do, I already kind of answered this. Start with empathy. Think about your audience first. The other thing is I think there’s this gap. I don’t think a lot of presenters can read the audience. I was actually just talking to someone who was telling me about this situation where the audience slowly got up and left. And by the time this guy was done presenting, there was only like six people in the room, and I’m like, “Whoa, whoa, whoa, wait, wait, wait. Why did they keep going?” Like, the minute five people left, I’d stop and be like, “Hey, can I poll you real quick? Am I answering what you guys came here to hear? And if not, can we just go to a Q&A for a minute?” Like, I would’ve just stopped.

So, I think sometimes when it’s a bad presentation, I don’t think enough people stop and just turn it into a Q&A. That would be the ideal. Slides are still cluttered but I think it’s because people use them as a crutch. I think people use their slides as a teleprompter. So, I still would recommend people take their dense slides, split them out across multiple slides. I can do a 40-minute talk and I can have up to 300 clicks. You’d never know it. It doesn’t look like that but it’s better than having these dense slides that people read.

And I went on a campaign, my book slide:ology was all about making cinematic slides, highly-conceptual slides, and using them as a visual aide. But 85% or so of content that’s built in a slide deck really is a document, and it needs to have the density. You can’t pass around pictures of kittens on a slide and people know what you’re talking about. You have to have the supporting content if you’re going to circulate it like a document. So, that’s when I wrote the book Slidedocs. What I was trying to do was polarize and say, “This is a visual aide and it has this level of hardly much visual density. This is a document. Make them really dense but don’t do that weird in-between thing or it’s not a document, and it’s not a slide, and it’s not a visual aide. But to really just make it dense like a document or sparse like a visual aide.” And I think there’s still too much stuff in that weird confusing middle. People aren’t kind of pushing their decks to the edges. So, I would say those are my big pet peeves.

Pete Mockaitis
All right. Thank you. And anything else you want to make sure to mention before we hear about some of your favorite things?

Nancy Duarte
I think you’ve done a great job. I don’t have anything. I’ll let you know if another idea gets sparked.

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

Nancy Duarte
Oh, I love that. Yeah, I love a quote by Winnie the Pooh. I used to have it, not engraved, but in vinyl lettering in my reception area, and it says, “Promise me you’ll always remember. You’re braver than you believe, and stronger than you seem, and smarter than you think.” I love that quote. I tell it to others, mostly to women. I have to tell women. I think we’re hard on ourselves, and we ‘re braver and stronger and smarter than we give ourselves credit for.

Pete Mockaitis
Thank you. And how about a favorite study or experiment or bit of research?

Nancy Duarte
You know, there is definitely like a book that kind of changed me, and it is based in research, and it’s a book by a guy named Chris Vogler, it’s called The Writer’s Journey. And I did a lot of research on story all over the place. Got into Joseph Campbell, just did three years of research on story. But the way he framed the story structure and the archetypes changed my heart to where now I use story almost as a lens, as a coping mechanism for life. And so, that body of research really meant a lot to me.

Pete Mockaitis
And any other favorite books?

Nancy Duarte
That one I love. There’s the classic books that every business person reads, like Good to Great. Right now, I’ve bought and distributed the book Ownership Thinking because I really want people here that work here to understand that bonuses are paid out based on profit, and have people become more understanding of how a business is run. And that’s been really, really fun to train in that. So, that’s the one I’m kind of fixated on right now.

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

Nancy Duarte
Oh, I use this thing called Pocket. And so, if I’m trying to plough through my day and an interesting article or something on the internet, instead of reading it right then, I put it in my Pocket. And then what’s cool is you can open the app on your phone, and whatever, and you could read all these articles on the airplane even if you don’t have Wi-Fi and stuff.

But the interesting thing is I used to pause and actually read a lot during the day and I’d be like, “Oh, that’s interesting.” Now I put it in my Pocket and then maybe three days later I go to read it, I’m like, “I don’t want to spend the time on that. It’s not as interesting two days later as it was when I thought I saw it the first time.” And so, I’m actually saving myself time and then being choosier in what I choose to spend my time reading.

Pete Mockaitis
Well, that is really great. I love that. I feel the same way with if I get a good idea, like, “Oh, wow, that’s amazing. I should do something with that immediately.” And then like, “Well, no, I’m just going to tuck it over here.” And then a couple days later, it’s like, “You know, I don’t think that’s so great.”

Nancy Duarte
Yeah, I used to do that. Like, I’d get an idea and pound out an email and send it to someone, and now I don’t. I just save it or I tag it to go four days later, and then I look at everything and then I’ve been deleting things I thought were great ideas in the moment, and not telling anyone about them.

Pete Mockaitis
So, let’s see, that’s a tool. How about a favorite habit?

Nancy Duarte
I like my morning routine. I think what you have on your mind when you fall asleep kind of shapes what you do with your brain cycles while you sleep. So, I try to read on contemplative spiritual things or psalms. And then in the morning I try to read things from books of wisdom, and then I feel ready to work. I carve out up to three hours at least four days a week. And I’m a morning person. I’m up at 5:00, 5:30 so I could use the first three hours to create or write or invent or produce, and it just makes me feel like I lived a fuller life if I make something every day.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks, they share it with you frequently or retweet it?

Nancy Duarte
Yeah, I think the ending phrase or close to the end of my TED Talk where I say something like, “The future is not a place that you go. It’s a place you get to create.” And I get quoted for that a lot and I think I’m very much, I live in the future. My brain is always in the future trying to think about, “Where does the company need to be in 18 months? What should I write in 18 months?” I’m always living my life about 18 months out. And so, that always meant a lot to me but I didn’t realize other people would feel like they too have the power to create their future. So, that was a fun one.

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

Nancy Duarte
Well, we have Duarte.com which is my company website. We’re up on Twitter on @duarte. I’m up there @NancyDuarte, and I do connect to anyone who connects me on LinkedIn.

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

Nancy Duarte
I think that being other-centric. If there was one thing I could ask everyone to do it’s to get to a place where you have mental models that help you understand empathy and understand the other person before you communicate to them quickly or rashly. Just do a little bit of planning before you open your mouth goes a long ways.

Pete Mockaitis
All right. Nancy, this has been a treat. Thank you. I wish you tons of luck with your company, and the book “DataStory” and all your adventures.

Nancy Duarte
Thank you so much. It was fun to chat with you.