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474: How to Turn Your Boss, Colleagues, and Customers into Superfans with Pat Flynn

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Pat Flynn says: "It's those random little tiny surprises that... make the relationship flourish."

Pat Flynn discusses how to turn anyone into your superfan.

You’ll Learn:

  1. How superfans transform your career
  2. How to create the moments that win superfans
  3. How your ego can kill your blossoming superfandom

About Pat:

Pat Flynn is a father, husband, and entrepreneur who lives and works in San Diego, CA. He owns several successful online businesses and is a professional blogger, keynote speaker, Wall Street Journal bestselling author, and host of the Smart Passive Income and AskPat podcasts, which have earned a combined total of over 55 million downloads, multiple awards, and features in publications such as The New York Times and Forbes. He is also an advisor to ConvertKit, LeadPages, Teachable, and other companies in the digital marketing arena.

Resources mentioned in the show:

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Pat Flynn Interview Transcript

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

Pat Flynn
It’s awesome to be here. Thank you so much.

Pete Mockaitis
Oh, Pat, this is just so fun for me. In a way, you’re sort of like the godfather of this podcast because I learned how to podcast from watching your YouTube videos.

Pat Flynn
Hey, thank you for that. That’s cool. I love hearing that. It’s just those videos were created a while back, and to know that people are still getting value from those, and are still taking action, that’s so cool. Thank you so much.

Pete Mockaitis
Oh, absolutely. And I pointed many a person to them, like, “Okay, so how do I get started?” I was like, “Go watch these. That’s how you get started.”

Pat Flynn
Perfect.

Pete Mockaitis
All right. So, I want to chat with you about how professionals can make, say, their boss, their colleagues, their clients, their direct reports turn into superfans of them at work? And you just wrote the book on Superfans. So, could you orient us to the big idea here?

Pat Flynn
Yeah, so I come from the entrepreneurial space where people are building their own businesses, building their own followings. And as you build a following, you want to have and realize that you understand there’s different kinds of people who are following you. There’s people who have just found you who don’t really know who you are or they’ve just met you, and there are people who are superfans, who will, if you have a business, they will share your business with other people. They’ll become repeat customers. They will defend you from all the trolls and the haters out there without you even knowing these things exist.

Pete Mockaitis
“Back off.”

Pat Flynn
Exactly. And in the workspace, a lot of these tactics very much apply. It’s the same thing whether it’s your employees or your coworkers or your boss, you can become somebody’s favorite. And in the workspace, when that happens, some really cool things happen, you have people that you could rely on, you have people who will come to bat for you, people who will, in the same, defend you if anybody says anything, and you’re going to have a lot more fun too doing that.

It’s all about those experiences that you offer for people. I think we meet so many people in this world, online and offline, it can be hard to realize just the importance of, “Okay, well, how are we keeping up-to-date with this relationship? How are we offering more value over time? How are we making them feel like they’re special and they belong such that, in return, even without asking for it, you will be elevated?” If you’re a business, your brand will be shouted. If you are an employee or work in the workspace, you might have opportunities come your way that wouldn’t have normally come your way.

And so, I think building superfans is really key. And, really, what it means is just, “How can we provide amazing experiences for others so that, in return, we’ll have more opportunities than we even know?”

Pete Mockaitis
Well, I love that. You’ve got that down. And I totally resonate and agree with what you’re saying there. And I want to dig into a bit of the how in terms of creating those experiences and the best practices for doing so. But, first, I imagine you’ve got some pretty awesome stories I want to touch upon. Can you give us some examples of just how super some superfans have gotten with regard to their superfandom?

Pat Flynn
Yeah, with me and my brands, Smart Passive Income, I’m pretty well-known in the entrepreneurial space, and I’ve generated a lot of superfans which is really amazing through a long period of time of helping serve these people. A fan is not created the moment a person finds you, right? It’s from the moments you create for them over time.

So, I’ve had people following me for over a decade, and they not only are there to purchase product when I come out with new products, or retweet my tweets when I tweet. But they send me gifts and they, like, I’m staring right here in my office. Somebody hand-painted a Bobblehead of me. It’s really strange. My wife does not like to see it because it’s really weird, and I have like a bigger head than it is my body because it’s a Bobblehead. But somebody took the time to do that.

Another person sent me, they’re from Mexico, and they have gotten a lot of value from my podcasts, they had spent two weeks creating an art piece. And what this art piece was, if you look at it, it looks like a DeLorean from Back to the Future because a lot of people know that I’m a huge fan of Back to the Future but it said, “Pat to the Future.” And when you look up close this thing that’s about two feet wide and one foot tall is made of string on beeswax. It’s like some ancient form of Mexican art that just this person wanted to give back. And it’s just like, “What? This is insane.” And then, of course, for business…isn’t that crazy? Like, I didn’t even know that was a thing.

Pete Mockaitis
It sounds like it took a long, long time.

Pat Flynn
Yeah. And I’m like, “’Why would you ever…?” And it’s, “Well, because you’ve given so much to me and I value what you have to offer.”

Pete Mockaitis
I just want a coffee in Chicago, that’s all I want.

Pat Flynn
Yeah, exactly. And then there’s other people who, like, I have this book coming out. I’ve had people email me, the moment they heard of this book was coming out, and they’re like, “Pat, I want to buy a hundred copies for me. I don’t even know what it’s about. I just want to help you out.” And I’m like, “This is amazing. This is incredible.”

And then you have the fans who, I come out with my podcast on Wednesdays, and if I’m late, your fans will also be upset if you’re late. Like, “Hey, where is my episode. I need it in my life. This is a part of my routine. Are you okay? Did you die? Like, you’re late with your episode. Are you okay?” It’s just really crazy.

And when we think of fans, we think of usually things like we’re a fan of musicians, we’re a fan of baseball teams, football teams, athletes, actors, actresses, but not for things like business and whatever. My first fan actually was, I remember, her name was Jackie, and this was actually before I started Smart Passive Income, which is where most people know me from now.

This relates to my first online business which was about helping people pass an architectural exam because, my quick story, I got laid off in 2008 from the architectural world. I had my dream job, I lost it, and I ended up surviving by helping people pass a particular exam in the architecture space, and it did really well. And that’s when I created Smart Passive Income to share how all that happened and all the new businesses that I’ve been creating since then.

But I got an email from a woman who had purchased my study guide for this exam, and it was like, I don’t know, four pages long of just how much her life has changed since passing this exam she was thanking me for. And at the end of this email, she’s like, “Pat, I’m a huge fan.” And I was like, “I don’t understand. I just helped you pass an exam.” Like, “Okay, I’ll just waive this off because that’s a weird thing to say.”

But then I noticed that over the next couple of months there were like 25 other customers who came in from the exact same company she was in. I could tell because the end of the email address was the same firm. And what I ended up finding out was that Jackie had gone around and convinced every single person in her firm, her boss included, to make sure to purchase my guide because they were all going to pass that test.

And she could’ve just simply given that guide to everybody individually. It was just an electronic guide, it was an e-book, but she went out of her way to make sure that I got paid back in return. And that’s the cool thing that happens when you build fans in the business. And I can imagine in the workspace something happening that’s very similar.

Let’s say you’re a manager, you can obviously be a manager who’s all in with your work, but maybe you don’t treat your employees in the best light and you’re not going to have employees that are going to bat for you when you really need it, versus if you have fans of yours, in a sense, who are there working for you, I mean, they might come to you on Monday and go, “You know, hey, Pete, I was thinking about this through the weekend. I just spent a little extra time working on this project for you because I thought it’d be helpful for the team.” Like, “Wow, you just stepped out to do something that I didn’t even ask you to do. How amazing is that.”

And this, obviously, applies in relationships too. There’s a section of the book that talks about small little surprises and how important those things are. These things to create superfans, they don’t require a lot of money. It just requires a little bit of time and intention. And if you’re building any kind of relationship, especially with somebody you’re married to, for example, oftentimes it’s those random little tiny surprises that get remembered, and that gets shared, that make the relationship flourish, versus, if you say “I love you” every night before you go to bed, it just becomes routine, it becomes usual, it becomes expected.

It’s the “I love you” at 3:48 p.m. on Tuesday. For no reason, you go into her office, you give her some chocolates, and you just say, “Hey, honey, this is for you because you’re amazing.” And then everybody else in the office goes, “Oh, my gosh, your husband is incredible. I wish my husband was like that.” Like, you’ve just created fans not just with your wife but everybody else in the office too who wishes they had a husband just like you.

Those little tiny moments go a long way. And this is the kind of stuff I talk about in this book. A lot of different strategies that you can pick and choose from, sort of like a recipe book, to allow people to feel like they’ve got an amazing person in you who is going to be there for them and something they can gravitate toward.

Pete Mockaitis
Oh, yes. Well, let’s talk about some strategies here. You mentioned experiences and surprises. What are some of the top strategies in terms of, let’s say, my criteria or applicability for professionals, and potency of creating superfans, which really just packs a wallop of an impact, and it’s just very doable? Like, “Hey, anybody can do this, and there’s a good bang for the buck if you do. So, go ahead and make some great experiences like these.”

Pat Flynn
Yeah. So, imagine you’ve just had somebody new come into your life and you don’t really know them, they don’t really know you. This is a good opportunity for you to offer some stuff that would allow them to go, “Whoa, I like you. I’m going to follow what you’re up to. I’m going to be there for you. I’m going to go to bat for you.” And that’s kind of what we want. We don’t want it to be the opposite.

And there’s some amazing strategies that work really, really well. Number one, I love to make sure that I’m speaking the same language of the person that I’m speaking to. Now, yes, most of us are speaking English to each other in the United States, but I’m not talking about that kind of language. I’m talking about language as in, “What are the lyrics that that person is going to respond to?”

This takes me back to a story where I did a lot of research on superfans, by the way, mostly with my wife because my wife is a superfan of the Backstreet Boys.

Pete Mockaitis
That’s right. I followed you for a while. I knew you’d say that.

Pat Flynn
So, you knew this already. And I dug into her story because I knew she was a superfan because she literally has this box of like stuff, like action figures, framed pictures, event concert brochures, and all this stuff. Like, she is a true superfan of the Backstreet Boys. She’s even recently gone to see them now even 30 years later-ish, which is crazy.

But I dug into her story, and I found out that the first time she was really triggered by this band related to something that was happening to her life. She was 15, she had just broken off with her boyfriend, and she was listening to the radio. There was no Spotify or Apple Music or anything like that back then, it was just radio. And she had heard a song that she had heard many times before, but it was this time that when she heard the song, it really made an impact on her. And the reason was because every lyric that they were singing, every word in the song, was speaking to everything that she was literally going through in that moment. It was just like they took the words right out of her head and put it in a song.

And that song was called “Quit Playing Games (With My Heart)” by the Backstreet Boys. And that was the activation trigger. And in business, it’s a very same thing. Even if you have the best solution in the world, you need to present it in a way that a person who would need that solution would understand. And so, if you’re a manager, for example, and you’re trying to train somebody, if you train them as if they already have that knowledge that you have, it’s called the curse of knowledge, sometimes it can be either demeaning the way you might speak to them, sometimes it might seem like they are falling behind, and they’d start to kind of close up in a shell in a little bit.

But if you speak at their level and understand the language they would respond to, and, yes, every person is different, you’re going to have a better chance of moving them and having them sort of pay attention to you, and perhaps even go to you before others because they can go, “Oh, well, Pete understands me because Pete gets me.” And that’s the kind of best kind of feedback you can get. It’s when a person is, you’re speaking to them, they go, “Yeah. Oh, my gosh, yes, you’re absolutely right.” That’s the kind of reaction you want to get when you speak to people. So, using the right lyrics is really important.

And then my other favorite way to sort of activate a person who you have just met is to give them a small quick win. A small quick win. And I’ll tell you a quick story. I don’t know about you, Pete, but I followed a lot of personal finance blogs back in the day. I was subscribed to probably about 40 of them. I was just kind of a personal finance nerd. I wanted to know everything about my 401(k) and 529s and all that stuff, and I followed them all in my RSS Feeds back when RSS Feeds were how we got content in our inboxes.

And there was one particular person, a finance blogger, who I was a little put off by. And I was put off a little bit because of the name of this blog. The name of this blog was called I Will Teach You to be Rich.

Pete Mockaitis
Well, Ramit wasn’t doing it well.

Pat Flynn
Ramit, yeah. I was just, “Hmm, this guy is a little, I don’t know, pretentious or whatever.” But he had an article posted that I got really interested because the title was “Save 25% on your Cable bill in 15 minutes reading this script.” And I was at lunch at architecture, and I was like, “Okay, I have 15 minutes. What’s the worst that can happen?”

So, I called my cable company, I read the script that Ramit laid out for me, and I was able to save 20% of my cable bill in just about 10 minutes. And it blew me away. I immediately went right into the rest of his content. That was the activation/trigger point for me.

Now, consider that quick win versus what all these other personal finance bloggers were saying. They were saying things like…

Pete Mockaitis
Yeah, “Don’t drink lattes for a lot of time.”

Pat Flynn
“Don’t drink latte. Put that $30 into your savings account until you’re 65, and then you can win.” So, “Hmm, who am I going to be more interested in right now? This person who gave me the small quick win.” And if you’re working with others, number one, find out what they need help with. And, number two, surprise them by actually helping them with that even without them asking for it. That’s going to be a small quick win that’s going to get them to trigger and make that sort of connection with you in their life.

And when you need a favor, you’ve already sort of earned the right to ask for that favor when you do that kind of stuff. You’re almost kind of, as my good friend Jordan Harbinger says, “You’re kind of digging the well before you need it. If you need to dig the well when you’re thirsty, it’s already too late.”

Pete Mockaitis
Yeah, you will be dehydrated well before you get to the bottom of that well.

Pat Flynn
Especially when you just have a little pickaxe that you work with, yeah.

Pete Mockaitis
Yeah, no power tools. Well, boy, there’s so much of that that’s resonating in terms of the lyrics. It’s true. I have some odd word choices I’ve been told, and yet when people are using them, I feel connected to them, like, “This guy is cool.” And that also harkens to kind of… we’ve had a couple sort of great copywriters on the program, and that’s sort of the message that they reinforce in terms of, “Join the conversation,” in the person’s head already, and use the words they use.

And if someone refers to their child as an infant, or a baby, or a toddler, or a little one, matching that has resonance especially if it’s more, I think, unique and out there. It’s like, “Oh, yes, you called them little one and, consciously or subconsciously, it’s like we are similar to each other and I like you.”

Pat Flynn
I like that, yes. Somebody once called my kid a little human, and I sort of repeated that back about his baby, I was like, “Oh, okay. So, tell me about your little human.” And then, of course, they smiled and laughed and you get into this conversation, and just like really quickly you’re on the same level, and I love that.

And speaking of kids and little things like that, that’s another strategy for triggering people. I don’t know if you’ve ever been to an event before where you’re meeting new people for the first time, and it’s just you always get that surface level sort of conversations, “Hey, what’s your name? Where are you from? What do you do?” those kinds of things.

But the moment you find somebody who has had a shared experience that you’ve had, like maybe you’re both parents, or maybe you both went to the same college, or you both recently went on a vacation to Hawaii, or something, you just found that out, like you’re immediately best friends, right? You hang onto that person, you found somebody who’s like you, and you can just already have conversations that you wouldn’t be able to have with others.

And this is why on my podcast, for example, and you know this, at the beginning of every episode that I have, you hear the voice of a guy, his name is John Mele, he reads a little fun fact about me, right? Like, “I was in the marching band, or I’m Sagittarius, or I was born 11 pounds 12 ounces, or whatever.”

Pete Mockaitis
It’s amazing how many it’s been.

Pat Flynn
It’s kind of hard now to find them because I didn’t think I’d get this far in my podcast but we’re almost 400 episodes in, so, yeah. But going back to what I was saying, like I’ll go to a conference, I’ll meet somebody who I’ve never met before, and they immediately go, like, “Tell me about marching band because it was one of the funnest times in my life. Did you have fun with it, too?” Or, somebody is half-Filipino, they’d go, “Pat, dude, tell me about your parents. Like, did you grow up with this? Did you grow up with that? Did you eat a lot of lumpia or pancit?” And it’s just like we’re talking like we’re friends and we just met. And it’s the coolest thing.

Pete Mockaitis
That’s awesome. Can you tell me, maybe on the flipside, what are some key things that just kill the vibe, the experience, the superfandom that’s blossoming in a hurry, like, some simple mistakes that too many people make that we should stop making right away?

Pat Flynn
Yeah, if you’re in a conversation, and the spotlight, you’re putting the spotlight on you before you put it on the other person, that’s going to kill any sort of chance you have to have that person begin to start to have interest in you. The trick is, really, and I think I once heard this from a guy named James Schramko, credit to him for this. I don’t know if he came up with this phrase. But it was, “We need to stop trying to be so interesting and start being interested,” right?

So, we always try to go, “Oh, like, look at me, how great I am. Look at all my credentials. This is why we should hang out because, look at me.” No, it should be the other way around. You can get interested in somebody else and, in turn, they will be interested in you. And this is actually how somebody that you may have heard of before, his name is Tim Ferriss, the author of The 4-Hour Workweek, it was really interesting how quickly he came to be when his book came out in 2007. It just became a number one bestseller and everybody was kind of wondering why.

So, I invited him on my podcast, and I found out that he was able to have all these people talk about his book on their blog by going to conferences, so number one, meeting in person. If you just stay online to try and build relationships, it’s going to be a lot harder. So, number one, he went offline, shook hands with people, met people, and was so interested in what they were doing first, that they couldn’t help but ask, “Oh, so, Tim, tell me about what you got going on.” “Oh, I have this book called The 4-Hour Workweek coming out, and it’s coming out here. I’m just trying to get people to find interest in it. I think it’s the new way of doing business moving forward.” “Oh, my gosh, it sounds interesting. Tell me more. Tell me more. Come on my show. Come on my podcast. Come on my blog.”

And that’s how he was able to break through. And I think that’s a good lesson for all of us because when we center that focus on the person who we’re speaking to, the person who we have a relationship with, then it actually comes back to us in a very authentic and organic way.

Pete Mockaitis
I dig that. Well, Pat, tell me, anything else you want to make sure to mention about superfandom before we shift gears and hear about a few of your favorite things?

Pat Flynn
Yeah. So, let’s talk about superfandom by being superfan smart. That was dumb, sorry.

Pete Mockaitis
I’m okay.

Pat Flynn
The dad jokes sometimes work and they sometimes don’t. But I think another thing that relates to kind of what just happened here, you kind of got to be yourself. If you try to pretend to be like somebody else, then people, yes, maybe they’ll follow you or be interested, but they’re not going to be interested in you. They’re going to be interested in the thing that you portray.

In the online business space, you may have seen these people tout these mansions and these Lamborghinis or Ferraris and they get a big following. But why? Because people are interested in the cars and the money and the mansions but not them. The more you can be yourself the more likely it is you’re going to attract the right kinds of people, and the more likely a person is going to understand you.

And my good friend, Chris Tucker, says, “Your vibe attracts your tribe.” And there’s no shame in who you are. Like, I know I’m weird, and that’s okay. My son came home one day from school, and he was crying a little bit because his friend called him weird. And I was like, “Dude, you are weird.” And he was like, “What are you talking about, dad? I don’t want to be weird.” I’m like, “Yes, you do, because that’s what makes you unique and different. If you aren’t weird, you’ll just be average and you’d be lost in the crowd. You’d be just like everybody else. Do you want to be just like everybody else?” And then I was like, “Your sister is weird. Your mom is weird, don’t tell her I said that. But we’re all weird, and that’s what makes us cool.”

Another thing, and I take a lot of inspiration from LEGO. LEGO does an amazing job of mobilizing their fans. They actually were $150 million in debt. No, actually, it was $800 million in debt in 2013. They were just building too many products, they weren’t really paying attention to who’s buying what, they were just creating and creating, and they were losing money, $800 million in debt. And then the CEO came on board who said, “No, we’ve got to shift our focus to fans and give them what they want, get them involved.”

And now they’re worth $150 billion worth more than Mattel and Hasbro alone. And they do a lot of amazing intentional things to mobilize their fans, and these are things that we could do on our lives too. One thing they do is they encourage LEGO fans to meet with each other. So, Pete, do you know what an AFOL is?

Pete Mockaitis
Adult Fan of LEGOs. I learned this once, yes.

Pat Flynn
You’re absolutely right. And what LEGO does is they encourage Adult Fans of LEGOs, who’s a very specific niche group of LEGO fans, to meet with each other, and they do. If you go to Google and you type AFOL meetup, you’re going to see hundreds, if not thousands, of different locations around the world where now Adult Fans of LEGO can come and meet together. And they do tournaments, they build contests, they just get together and talk about the history of LEGO, and they just kind of geek out about it, and it’s amazing. These little meetups, even for little groups, little niche groups in your community, in your workspace, can work really, really well.

I know back in the architecture days that I was in, there were a number of us who really bonded together very well because we love being on the softball team together, right? And it’s just kind of a cliché thing to have like a softball team for your business, but it worked so well to bring those people together and high-fiving each other and rallying and being a part of the team that only enhances the business. And if the business owner, the founder, were to encourage that and even get some really nice jerseys and congratulate the team every once in a while, I mean, what does that do for morale in the space, and to get people excited about not just the softball game but coming back to work to see their teammates, which I can imagine being really cool?

Another thing LEGO does very well is they allow their fans to actually help make decisions. And so, this means giving a little bit of room for involvement in around the people who are in the workspace with you. Well, LEGO does that. I don’t know if you knew this, but there’s a website called LEGO Ideas where any of us, you or me, could build a LEGO creation, we could submit it to LEGO on LEGO IDEAS. And if the community, not LEGO, and if the community of LEGO builders votes it up, then LEGO will actually manufacture that product and you’ll get a royalty and they’ll put your name on it. And how amazing is that to have like other LEGO creators actually help influence the business and where it’s going.

And even a little bit of involvement goes a long way. As I like to say, when people are involved, now they’re invested. And when you can get people involved, they’re going to be invested in you. We’re just scratching the surface here with superfans, but I hope this is encouraging all of you to maybe, even the next time you go to work, to see what little extra you can do to make a person feel like they belong to something, make them feel like they’re involved in something, make them feel like they’re part of something. Give them something to root for and they’ll go to bat for you, like I keep saying.

Pete Mockaitis
That was awesome. Thank you, Pat. And now could you share with us a favorite quote, something you find inspiring?

Pat Flynn
Yeah, absolutely. “Whether you think you can or can’t, you’re right.” This is Henry Ford. And it basically comes down to what you believe in, and what you believe in turning into your reality. If you are trying to attempt to do something and you really don’t believe you can do it, well, you’ll probably not going to be able to do it. it’s only when you believe you can that you’ll actually muster up the courage to get it done. And it’s all about mindset. So, whatever goals you might have in your life, inside of work, outside of work, if you don’t believe it’s possible, then you’ve already lost. You got to believe it.

And sometimes it’s hard to ask every individual to believe these things, which is why it’s so important to connect with others who are going to support you, connect with other people who are going to root for you, which is why building superfans is a great thing too.

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

Pat Flynn
Yeah, I’d point them to my main website at SmartPassiveIncome.com. I’m also pretty active on Instagram and also on YouTube. You can find me at @PatFlynn. And I don’t know if you’ll have like an affiliate link or something for Superfans, but I’d recommend people go to that to get Superfans if that’s something you’re interested in.

Pete Mockaitis
Oh, thank you.

473: How to Increase Your Productivity by Crafting your Time with Mike Vardy

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Mike Vardy says: "The app isn't going to do the work for us. It's approach first, then the application."

Mike Vardy discusses how to fine-tune your routine and make the most of your time through mode-based work.

You’ll Learn:

  1. Why you shouldn’t obsess over productivity apps
  2. How to craft your time with the 5 categories of mode-based work
  3. How to keep yourself motivated and on-track through journaling

About Mike:

Mike Vardy is an author, speaker, and productivity and time management strategist (or ‘productivityist’) based in Victoria, BC, Canada. His company Productivityist helps people stop ‘doing’ productive and start ‘being’ productive through a variety of online and offline resources. He is the author of The Front Nine: How to Start the Year You Want Anytime You Want, published by Diversion Books, and has self-published several eBooks, the most recent of which is ”The Productivityist Playbook.” He currently hosts The Productivityist Podcast, a podcast that features insights and conversations surrounding productivity and workflow.

Resources mentioned in the show:

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Mike Vardy Interview Transcript

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

Mike Vardy
Thanks for having me. This is going to be a great one. I can feel it already.

Pete Mockaitis
Well, I think so too. We were just dorking out and I said, “Oh, I’m going to have to put a note in my OmniFocus about David Allen’s upcoming book.” It’s like here we are as nerdy as it gets with productivity.

Mike Vardy
Yeah, that’s kind of the way it goes. Once you get two of us productivity nerds in a room, it’s hard to get us not to stop talking about that kind of stuff. It’s just crazy.

Pete Mockaitis
Yes. Well, although I want to know, we got two nerds in a room. We’re not going to be doing any professional wrestling because we’re, I guess, in the virtual room. That wouldn’t be very fun to watch. But I understand you have a passion for watching pro wrestling. What’s the story here? Why does it grab you?

Mike Vardy
It’s like the one place I can kind of go and be like, “Okay, I’m going to watch the Royal Rumble right now, and I won’t be thinking about time or productivity or anything.” And my daughter is into it too, like my daughter will watch it with me.

So, it’s another way for us to bond as well.

Pete Mockaitis
Well, fun times and it’s cool that your productivity skills have enabled such feat of reflexibility to enjoy these sorts of adventures as opposed to, “Oh, no, I’m swamped. I couldn’t possibly get away.” We’re talking earlier about you’ve got all your podcast episodes recorded through three plus months in advance, so that’s pretty cool.

So, let’s just get right into it. When it comes to productivity, you’re living happens as a productivity strategist, which is a real cool title. You don’t see that very much in LinkedIn, so kudos. So, boy, you’ve seen a lot of stuff. Could you tell us, just for beginning, what’s maybe the most surprising and/or fascinating discovery you’ve made as you have explored this big world of productivity?

Mike Vardy
I think the most fascinating, and it probably shouldn’t be surprising now that I think about it, but we were talking off the top, you said you’re putting it into OmniFocus. And when I first started my productivity journey, that’s kind of where I started was with the apps, was with the technology. I spoke at the OmniFocus 2 reveal, I was doing a lot of stuff with The Next Web and Lifehack, and all that stuff, really digging into the apps. I was a math guy, right, so I was really into that.

And so, I was more of a productivity, let’s say, enthusiast who became a specialist and was kind of teaching people how to use these apps and maybe using other methods. But when I became, I kind of evolved into a strategist, I realized that the apps are secondary. We’ve seen apps come and go over the years. I’ve seen plenty of them. And the problem that I’ve seen, the funny thing is that I think the really fascinating part is it hasn’t gone away. You’d think by now we’d be like, “Okay, yeah, right. It isn’t the app. The app isn’t going to do the work for us. It’s the approach first, then the application.”

And I think that’s the thing that I’m really trying to kind of rail against, is the idea that, “Oh, man, you have to get OmniFocus because OmniFocus is the best,” or, “You have to use Evernote,” or, “You have to have the latest and greatest so you leave OmniFocus to move to things, and then you move to this other one,” or, you have to have one that works. No, no, no, you have to have your foundation, your framework, this approach setup first, then the application.

But, because we live in such a tech-heavy world where we’ve got a to-do list in our pocket that can do so many things, we tend to focus on the wrong things, and what fascinates me is not only how long it took me necessarily to realize, “Hey, wait a minute. Hold on. This is the cart before the horse here,” but that it’s still such a huge issue today.

Pete Mockaitis
You know, that is well said. It’s so fun to talk to someone who’s been steeped into something for a long, long time, and then to kind of walk away, look back at yourself and say, “Huh, oh, how young and foolish I was.” I think Ray Dalio said if you look back at your decisions a year or two ago and you don’t think that you were a little dumb then, then you haven’t grown or learned much. So, that’s a fun little reframe on feeling embarrassed about your past.

And I think that’s dead on because it can get, I don’t know, it’s like shiny objects. It’s like, “Ooh, there’s a cool new thing. Let me try it out.” “Oh, no, no, that’s dumb because it doesn’t do this or that.” And then I guess I’m of two minds on this. On the one hand, I think there’s some real beauty. Some tools are amazing and helpful and snazzy and it’s so great that they exist.

The sheer enjoyment associated with a fine pencil or pen or notecard or beautifully-designed piece of software can be extra-enjoyable and maybe bring you to use it. But, much like the person who gets the super fancy piece of exercise equipment for the home, no matter how fancy that thing is, you got to do the work if you want to enjoy the results.

Mike Vardy
Yeah, you have to kind of decide. Hey, like I’m a big, Baron Fig pen and papers. I love my really nice pens, my really nice books. But it takes the stuff that you’re doing with those things, that’s what matters, right? And a good example would be, actually this past weekend, my family and I, we were at a…they had like a car-free day in our downtown core. And we stopped to talk to one of my wife’s friends, and out of the corner of my eye, I didn’t even see it until my son mentioned it, and then my eye gravitated to it. He’s like, “Hey, dad, look. It’s that Big Green Egg that you want.” And it was The Big Green Egg barbecue.

And I went over there, and I’m like, “Oh, man, this is something that I want,” but I looked at the price, I’m like, “This is not something that my wife will necessarily let me get right now.” But that Egg will probably make, if used correctly, I think that’s the key thing, right, like no matter how great your tool is, if you’re terrible at using it, then you just got a really expensive tool that you’re not very good at using.

Pete Mockaitis
And then you feel like a tool.

Mike Vardy
Yes, exactly.

Pete Mockaitis
Zing!

Mike Vardy
Boom!

Pete Mockaitis
Sorry, continue.

Mike Vardy
No, the thing is, “Do I need to have that barbecue to barbecue food?” No, I can find, you know. But do I need the cheapest one? Probably not. I could find something in the middle. So, I think it’s about finding, like I think we need to start looking at things from a reasoned approach instead of going like purely emotional or purely logical. And that means like OmniFocus is a great example for your listeners out there who know what OmniFocus is. It’s like it was one of the preeminent productivity apps that largely hung its hat on the getting-things-done methodology when it first came out. It’s now become so much more than that.

But if you stuck with that throughout, you’ve had a beautiful tool to use the whole way, but there’s other software companies that have come along, like Cultured Code’s neat Things, and Todoist, and Asana, and all these other ones. You got to look at what the outcome is you’re looking for. If your outcome is to use tools consistently, like switch tools, then that’s fine. That was my job. I had to do that.

But I think that a great craftsperson can get great results by using a tool that may not be the best tool. So you should be looking at that in getting better. And then, when you can get to the point where, “Hey, you know what, I have the bandwidth to try a new tool or to look at a new app.” You’re rarely forced into something like this. Then you say, “Okay, you know what, I can do that.”

But I think the other key is to make sure that you’ve got a framework that, like let’s say OmniFocus was to stop development tomorrow and shut down. Yeah, but the thing is you know, based on your use of it, because you’ve used it for so long, you’re like, “Okay, I need something that has this functionality,” that’s one way to look at it.

Pete Mockaitis
Right.

Mike Vardy
But if you’ve never really used it, like, “Okay, I have a framework,” and that’s how I kind of look at creating TimeCrafting was this idea of, “How can there be a framework that can work in Microsoft Excel, on paper, and OmniFocus, in Things, in Asana, in Trello, wherever?” So, that way you can go, “Okay, well, OmniFocus is gone. I guess now I’m just going to move. I can find another app but the frameworks that I use is easily transferable.” And that’s the thing that I think people need to spend more time and attention to on as opposed to, “Oh, the app will tell me what to do because garbage in, garbage out,” right?

Pete Mockaitis
Well, so let’s talk a bit about that bit. So, regardless of the tool, if we want to achieve – okay, I guess there’s a two-parter here. First, let’s establish the goal. What is it that we want to happen? If we aspire to be “productive,” what does that mean and how do we know if we’re winning?

Mike Vardy
Well, I think it’s often an understanding of what you need to do and what you want to do. I think that those are two things that we need to really get. I know we hear a lot of like, “I have to do this,” and then to have two turns to get to, that could be a big leap for some people to say, “Hey, I have to go to work because I have to pay the bills,” as opposed to, “I get to go to work and I get to pay my bills because of it,” because that’s a pretty big leap.

So, I like to go down, again, reasons, down the middle and say need to, “I need to go to work because,” or, “I need to do this task because this will offer another need.” If you look at Maslow’s hierarchy of needs, I’m not going to go into that too deep, but that’s kind of where that comes from. I think that the key here is to understand, “Okay, all these things that are in my head, number one, are they in a place where I can evaluate it properly?” And this is nothing new. David Allen has talked about this, the idea of getting it out of your head so that you can assess it properly.

And then, instead of trying to measure your productivity by quantifiably how many things did you do, because a lot of the time we spent our energy and attention on things that we really don’t need to do or little or want to do, we just do that, and start to look at a balance between quantity of work and quality of work because we can’t just focus on quality of work necessarily either all the time because some things are going to come up, we got to bang some certain things out and urgency shows up, and there’s all these little things.

So, productivity is always going to be personal even in an organization. So, when you’re working in a large organization, you have to look at things from an objective point of view, right, like, “Our objective is to finish this project. Our objective is to make sure all these things are covered.” But then once you start to bring it down to the individual, it’s how they deal with it is very subjective.

One person may handle a task based on their energy levels. If they’re great in the morning, then they will tackle those high-energy tasks in the morning, and then maybe they’ll do their late lower-energy tasks later in the day. If they’re somebody that’s in lots of meetings, they may have to look at like the gaps of time that they have between the meetings and categorize their tasks, like, “Hey, these tasks will take me five minutes, these will take me 10, etc.”

And then other people might say, “Hey, you know what, I’ve got some block of time to do some really heavy qualitative work. I’m going to do it. I’m going to do some writing. Let me take a look at all the things that I’ve categorized as writing.” So, when it comes to being more productive, and not just doing productive, but being productive, it’s important to do like that front-end work first and say, “Okay, do I need to be doing all of these things, or am I just checking off boxes and saying, ‘Look, I checked off 43 boxes today. I must’ve been productive because look at how many boxes I checked off’?”

Versus setting themselves up in a way that they can say, “Okay, I’m approaching my to-do list now, and if I just look at it at face value, I’m going to be less productive because I’m not really assessing it and breaking it down to smaller components, so let me think about it. Oh, you know what, I am tired right now. Okay, so now this list of 43 things, I now need to start off with dealing with the 12 things that I can do when I’m tired, so let me start there.” So, it’s just about personalizing the experience. No matter whether you work for a big organization or just for yourself, and then trying to prioritizing in a way that suits your workflow as best as possible.

Pete Mockaitis
Well, so I dig these universal principles here then. So, we’re starting with a really clear picture of what you need to do in order to meet another core need. And then what do you want to do, I guess, think of that in terms of what is rejuvenating and fun and meaningful to you. And you want to get this stuff out of your head so you’re not just continually re-remembering it and forgetting it and stressing about what you may have forgotten, but you’ve got it somewhere else in app or a notecard or a list on paper. Any other kind of just fundamental principles like, “Hey, whatever your tools, you’ve got to make sure this stuff is happening”?

Mike Vardy
I think that the biggest thing, no matter what tools you’re using, I think I like to look at my work through the lens of the modality that I need to be in as opposed to the project I need to be working on. So, you want to have two kind of lanes that you can travel down when you’re looking at a to-do list or you’re looking at a project management software piece because their design, in the name itself, project management, so you’re almost kind of directed to look at the project in its entirety.

And the problem there is that there could be bottlenecks from other people, there could be bottlenecks from yourself such as energy levels, there could be all of these things. So, what you want to do is have the ability to do that for sure. Sometimes you need to go like, “Okay, I’m putting my nose to the grindstone working on this very specific project and, yes, I’ll be jumping all over the place while doing it, but the common thread is this project.”

But you need to look at another way to work, and that’s like, hey, and I talk like I’ve got five categories of mode-based work. So, I want to look at my tasks by resource. So, where do I need to be to do them? I need to look at them. Energy is another one. Let me look at it. I’ll look at all my projects and see, “Okay, what are all the things that I can do when I’m sick? Because I’m home sick today and I can’t do all the stuff, so let me look at that.” “Let me look at all my tasks by the type of activity because that promotes flow, right?”

If you want to do a bunch of research, it’s almost better to do the research that you need to do all at once because you get to that mindset, right? And then the other thing is just to say, instead of jumping, I’ll use the meeting example again. What often happens when people come out of a meeting and they only have, say, a half hour between that and their next meeting is they won’t go to their to-do list, they’ll go to email because email will tell them what to do but it’s somebody else telling them what to do.

Instead, they could look at their to-do list and go, “Okay, I know I have a half hour, let me look at all the tasks that I’ve decided that are going to take me five minutes or less and try to crank out six of them, or six or less,” that kind of thing. So, I think it’s important, and I believe it’s important, I know this from the work I’ve done with clients, is that you can’t just look at your to-do list at face value. You need to dig into it a bit more.

You need to almost, in some instances, break your to-do list down because, in some cases, you’ve got a to-do list segment that says, “Work on report.” Well, that’s ambiguous and that’s really a project. You need to break that project down into its smallest particles, and then segment it so that your to-do list, which may have grown from 43 visible things, or invisible things partially, to like 116 totally visible things. Then you’re going to need to look at it and go, “Okay, how do I look at this in a way that allows me to at least feel like I’m moving the needle forward?”

And that doesn’t happen overnight, it takes time. But once you start doing that, then you can feel that you’re being actually productive because your mind and your direction is being kind of propelled forward based on simple questions like, “How do I feel right now? How much time do I have? What type of activity do I want to do right now? Oh, I’ve been told I need to get on the phone right now. Well, what other things can I do while I’m on the phone?”

So, you’re not thinking in terms of just going down the to-do list in sequential order, instead, you’re kind of looking at it from a vantage of, “What modality am I about to go into that I either need or want to go into? And then, how can I group these things together so that instead of me having these little periods of downtime as I switch from task to task, I can actually just keep moving the needle forward?” It’s kind of like that movie “The Pursuit of Happyness,” right? You’ve seen that movie with Will Smith, right?

Pete Mockaitis
Oh, yeah. It’s been a while, where he’s selling those things.

Mike Vardy
Right. And he said, “I need to maximize my time.” One thing he doesn’t do, which I think is he didn’t do washroom breaks, so he didn’t go get up to drink water. I would not advocate for like dehydrating yourself while you’re working. But the one thing he does do, which I think is clever, is he never hangs up the phone. He just puts his finger on the – and this is, of course, back when people were definitely using more office phones as opposed to cellphones.

And so, what he did was he was putting the phone, you know, he just clicks on it, and that way he wouldn’t lose the three seconds or whatever it was, or two seconds, that it took for him to pick up the phone every single time. And then he went a step further and said, “You know what, this is also a waste of my time. I’m not going to start at the bottom of the list, instead I’m going to go right to the top.”

So, that allowed him to do that because he was thinking about his work instead of just going through the motions as they were given to him by his superiors who seemed to know better because that’s the way it was always done. You have to challenge those biases, and that’s when you can be truly productive, and that’s when you can start to see outcomes that you never expected because you’re challenging some of those biases that are either kind of thrust upon you or that live within you.

Pete Mockaitis
Well, so let’s talk about these five boats here. So, we get like the resources are available, may be the phone, may be the internet, may be a computer.

Mike Vardy
Or a person. A resource can be a person too, right?

Pete Mockaitis
Sure. Yeah. And then we got the energy, hey, we’re feeling sick, we’re feeling energized, we’re feeling creative, or we’re feeling lethargic. We got the type of activity in terms of, “Hey, is this research?” And then we’ve got the time available. What’s the fifth one?

Mike Vardy
The fifth one is actually what I teach clients, I call it theme-based. The way I structure my time is I give every day, and, again, not everyone does this when they start working with me. They give themselves one, a daily theme. So, when I wake up first thing in the morning, I don’t say, “What am I going to do today?” I ask myself, “What day is it?” And, today, as we’re recording this, it’s a Thursday, so I’m like, “Oh, it’s Thursday.” Well, Thursday, the theme is learning, “Okay, so what learning am I going to do today?”

So, I’ve already kind of whittled down my to-do list a little bit by saying, “Hey, today is learning day,” and then I can look at my much larger to-do list in a much more segmented way. So, basically, the acronym is TREAT, theme-based, resource-based, energy-based, activity-based, and time-based. So, when you work by modality, you are treating yourself and you’re working much better.

And the themes don’t have to be daily either. There are some people who they can’t do a daily theme at least at work. They certainly can at home. So, what they’ll do is they’ll do what I call a horizontal theme which is, “Oh, it’s 9:00 o’clock. And from 9:00 to 11:00, I focus on research, or I focus on communication, or I focus on administrative work. And horizontal themes are often used when I talk with clients for things that they can’t just like wait an entire week, or they need to do daily, so they block out, say, an hour or two of that time to focus on that kind of stuff.

The great thing about themes is they’re very personal. I have some clients that don’t do daily themes but they have, from 8:00 a.m. to 12:00 p.m., they have what’s called serving mode, so they tag their tasks as serving, and it’s the tasks that every else needs them to do. And then they go for lunch. They come back from lunch from 1:00 to 5:00, they go into self-serving mode, which is all the tasks that they need and want to do.

And because they do that, what happens is any of the tasks that end up being self-serving are often serving others anyway. So, they’ve got this flow and then, instead of looking at this massive responsibility list, they could say, “Okay, well, the mornings I’m going to take care of what other people really need and want from me, and then in the afternoon, I’m going to take care of what I know I need to be working on, which often is what other people might need as well.” So, it creates just less friction and more flow.

And so, when you work by modality, and theming is one of those great things that kind of adds to it, then you’re really crafting your time in a way that works for you.

Pete Mockaitis
And what I think is really reassuring about that is, one, you’re sort of like, “Well, I work in an hour. I don’t know. I got 90 things I could choose from.” It’s like, “Okay.” Well, by segmenting it, it just gets sort of simpler in terms of less decision-making and I think you can feel more comfortable. This is how I feel at times, it’s sort of like if there’s not a designated place for some stuff that needs to happen, there’s almost like a low-level anxiety or panic in terms of, “I don’t know if I’m ever going to get to do the things that I want to do. I’m a suffering servant and a martyr at the whim and mercy of all of these requests from all these people.”

In terms of like, “Well, no, this is the time that I do my stuff,” and I dig that. So, that’s a cool way to theme that. I think it can really be handy. And I also want to get your take, when you said there are sort of a different sort of brain space or mode, like research, when I kind of cluster a number of research-type activities together because then your brain is in a research mode. I know that there’s maybe an infinite number of kinds of mental states we can catalog. But do you think of, shall I call them sub-modalities, huh, sub-modalities for activity types that tend to, you’re like, “Yeah, this is like a cluster of related brain function, and here’s another one”?

Mike Vardy
So, let’s use this as an example. Today is my learning day, right? So, that’s also an activity, right? So, it’s not only my daily theme, but it’s an activity. So, I can say that today is my learning day, and then the activity mode I want to go into is researching. Now, they could be mutually exclusive, but learning doesn’t have to be necessarily super active. It can be, “I’m going to go just discover things and notice things.” Whereas, research is a bit more deliberate, “I’m going to dig into these things.”

So, what happens with—you can get very personal with these, like you can get as narrow as you want with them, but what a lot of people will do, especially in apps, like we were talking about earlier, is they’ll use two or three modes per task. They’ll say, “I need to read Ryan Holiday’s latest book,” so that’s researching mode and it’s learning mode and it’s also, let’s say, deep work which is a type of energy level, right?

So, then they can decide, it gives them a bit more options as to say, okay, for me—I’ll use me as an example—I could do it on a Thursday, I could do it whenever I want to research something, or I could do it, and Friday is my deep work day, I could do it on Friday. So, you can kind of use the different modalities with each other to kind of create this easier way to filter or give you multiple options to filter.

What I kind of liken this to is the Goldilocks factor. I call it the Goldilocks factor which is if your modalities are too wide, then you don’t filter your list enough. So, like home might not be the best modality if you work from home because it’s not just the home, it’s your home where you live, so that might be too wide. Whereas, if you were to say third drawer in dresser, that would be what I would call too narrow, like you’re going to run out of things to do, which means then your brain goes, “Well, now what?” And then it wants to go do the random things that the brain wants to do because it doesn’t want to do hard work, right?

So, you want to find that like just right factor. And for some people, like for you, you might say, “Hey, I need a very specific kind of thinking modality that’s very specific,” and you might have enough tasks in there to fill it which means that that’s going to work for you. But, for me, deep work is just right. If I have it too wide, if I was just to say qualitative work, oh, my goodness, that could be miles long. So, it’s about just figuring that out.

And when I work with clients, and when people follow my work, and they listen to – I have a daily podcast as well called Three Minutes of TimeCrafting. I kind of try to distill that down a bit because, again, this is something, when you start to adopt TimeCrafting, which is this methodology that I teach, it feels overwhelming at first, and people go, “Oh, that’s too rigid. It seems inflexible.” But you don’t have to adopt it all at once unlike other ones that I’ve tried.

And also, I would caution against it because one thing goes wrong, and you probably encountered this too, if one thing goes wrong, you’re like, “Well, this won’t work,” and you just throw the whole thing aside, right? So, that’s the way I look at it, is you can have very specific, as specific as you need, these modes to be, or you can have them as broad as you need them to be. And they can evolve over time too.

Pete Mockaitis
And what’s interesting there is that these aren’t just arbitrary, “Hey, this is a dorky fun thing we like to do is to add categories to stuff,” but rather it is useful in the sense of, it’s funny you mentioned that Friday is your deep work day. And my internal reaction was, “That is insane. I would never make Friday my deep work day because, Friday, I’m tired from two kids under two, and sleep deprivation, and four intense work days, and I want my deep work day to be Monday when I’ve rejuvenated from a Saturday and a Sunday, and I can like go and do like the hardest, trickiest thing the world has to offer.”

And so, there you go. It’s personal. It’s like neither one of us is right. I imagine you’ve got your reasons and your personal preferences and values and environmental contexts that make that a very sensible choice for you and it would be a poor choice for me.

Mike Vardy
And the great thing about that is my deep work day wasn’t always Friday because when my kids were younger, and I was home, the person who’s working from home, I was in the same boat as you. But now my kids are older, they’re normally out and about on Fridays. I try to take care of business Mondays through Thursdays, and then on Fridays, I’m like, “I don’t want any meetings. I just want to be from 9:00 until 2:00 or 3:00, I’m just focused on the deep work.”

And I also include some deep conversations with friends. So, again, my definition of it isn’t just like, “I’m going to focus on like just sitting in my office all day doing deep work.” Sometimes it’s, “I’m going to go have coffee with a friend. While having coffee with them, we’ll have some deep conversations.” So, again, it’s all how you personally define it.

The one thing that really made me buy into the idea of theming your days is when I wanted to move my deep work day which I think was on a Tuesday before. It wasn’t a Monday because Monday was like my admin day. All I had to do was take that deep work day and move it to Friday and the tasks migrated there naturally because they were tagged as such. So, I just knew to look at the deep work tag on Friday now instead of Tuesday. So, instead of like changing the due dates and all that stuff, it was just a natural migration for me.

And, again, I know clients that have creative days, and two of those days per week rather than just one, right? So, you can make it work for you the way you want. You could theme one day. You could theme seven. You could have all horizontal themes. You could say, “You know what, Mike, I love these five categories of modes, but I’m really into time.” Great, then just use time. You don’t have to use them all. You just have to figure out what works for you.

And then, when it comes to health and nutrition and fitness, if you keep doing the same exercise over and over and over again, your body will adapt to it and won’t be as tough to do it, and you also won’t see the results. The results will start to change, right? That’s why they shake up your exercise. That’s why when you’re on a food program, they start to do that as well. They’re like, “Oh,” in fact, I’m on one right now, and my nutritionist is like, “Guess what? We’re changing some of your nutritional stuff.” I said, “Why?” They said, “Because you’ve plateaued, like there’s nowhere for you, so we have to change things up to kind of shock the system a little bit.”

So, productivity is a lifestyle. It’s not a diet, it’s a lifestyle, and that means that things are going to evolve. And you know what, when your kids are in school, you may say, “Monday, I need to leverage that for this, and Friday is going to be my family day.” My buddy Chris Docker does that, he takes Fridays off. He calls it family day. So, again, that theming can really help because it helps you, like you said, remove decision fatigue and it promotes flow over friction for sure.

Pete Mockaitis
And I’m just thinking about the shifting, it’s like I’m usually not very good in terms of like if I’ve been sort of deep into sort of a spreadsheet evaluating an opportunity and the implications and possibilities of an initiative, and I’m thinking hard about that for like 70 plus minutes straight, and then someone wants to chat about some emotional like stuff, it’s like I feel like I‘m really sorry I’m not effectively here for you because I’m still with the spreadsheet. But if you have a little bit of separation, you got less dramatic shifting of your whole kind of brain state whiplashing it back and forth.

Mike Vardy
And that’s the thing, if you were to say, “Hey, Mike, can you talk to me tomorrow?” which is Friday, I would say, “I’m sorry, no, I can’t,” like, immediately. Like, there’s no friction in my own head. It’s understood and the brain has created this pathway that knows that Fridays I don’t do meetings. And there have been exceptions to the rule, like that’s the thing, is that you have to be flexible enough to have exceptions to the rule, but you don’t want those exceptions to become the rule because then the theme starts to fall apart.

So, if I have a client, like let’s say I missed a meeting with a client the previous week, let’s say I’m sick, and they’re like, “Well, we can’t do any of the meeting except next day.” I’m going to do the meeting, right, because it’s not on them, it’s on me. That said, if they cancel the meeting, and they say, “Well, could we do next Friday?” they’re likely going to get a no because now I have to decide where that boundary lies, and that’s what all of this is. It’s all about creating boundaries that you are willing to live with, and then sticking to them, because if you don’t stick to your own boundaries, you can’t expect anybody else to.

Pete Mockaitis
Right. And I know the professionals listening here will say, “Well, that’s nice for Mike who has his own thing. I’ve got a boss and teammates to contend with.” But I think that you may have less kind of leeway to establish whichever boundaries you care to establish, but you still have some. And I think that people can often appreciate it, like, “Okay, cool, yeah. You know what, I like that you’re being so thoughtful about your day and your time and using it to maximize kind of what we’re up to. So, yeah, I understand your rationale. That works for me and thank you very much.” Now, you might also get some folks who are not as understanding, but I think it’s worth a shot especially when it’s powerful and meaningful and impactful.

Mike Vardy
And that’s why when someone says that, and believe me it’s not the first time I’ve heard that, again, don’t do all of it. You don’t have to theme every day. Start at home. I‘ve had people say to me, like, “There’s no way I could theme my days.” And I said, “Well, when do you do your grocery shopping?” “Well, Saturday or the weekend.” “Okay, when do you do your housework?” “Oh, normally on Saturday or the weekend.” “So, what about laundry?” “Well, yes, Sunday or Saturday.” I’m like, “So, what you’re saying is like Saturday or Sunday it’s kind of like the day you do household stuff?” “Like, yeah, mostly I would do it.” “So, household day would be like Sunday or Saturday?” And then, all of a sudden, it’s like, boom! They’re like, “Oh.”

Again, you’re already doing it in some instances. Just own it. Just define it. Because once you do that, then there’s no ambiguity and there’s no confusion. So, if you have a burnt out lightbulb in your home office, or you have to do something, and you’ve got this honey-do list, let’s say, if you want to call it that, you’re like, “Hey, you know what, I know this needs to get done, I’m going to get out of my head. Where do I put it? Oh, Saturday is household day. Great, I’ll put it on household day.”

So, you’ve got to get those biases out of your way because what most people will do, and I’m generalizing it, but I hear it a lot, “There’s no way I could theme my days.” I’m like, “Well, could you try with one? Could you try with a certain period of time?” Clearly, we’ve had theme times in our schooling. We know what a lunch hour is. That’s a theme to time block. It’s not like they don’t exist. It’s just you have to be able to say, “Okay, you know what, I’m willing to put a boundary here. Just here. Just in this one instance based on my situation and let’s see how it goes.” And then take it from there.

You can add more, evolve it, whatever you need to do, but don’t just dismiss it out of hand, like you said, without trying it because it’s worked not just for me, who works from home, but I’ve worked with executives who are the boss, as well as middle managers who are not the boss, and they’re managing up and down. So, it can work, it’s just you’ve got to figure out where your just right is.

Pete Mockaitis
Well, boy, we’re having fun and we’re short on minutes, but I must ask. So, let’s talk about motivation for a moment.

Mike Vardy
Sure.

Pete Mockaitis
What are your top suggestions for keeping the motivation going strong and minimizing the risks that you’re going to burn out?

Mike Vardy
Well, I think, again, when it comes to that, journaling is such a huge component. And, again, I don’t know that a lot of people talk about this. We’re hearing more about it. We’re hearing more about journaling but not when it comes to productivity as much as I’d like to see. I think that when you look at your to-do list and your calendar, it gives you kind of a broad strokes of what your day looked like but there’s no story behind it. You can look at your calendar, and say, “Oh, I had a meeting at this time,” but you’re not going to chronicle your feelings about it, or you’re not going to say, “Hey, what worked and what didn’t.” You’re generally just going to see it and then you’ll try to, again, remember what it was like.

So, I think that when you want to keep yourself motivated, and there’s two types of motivation that can happen here. Either the motivation of the negative components can motivate you or the positives, whatever. Again, there’s no right or wrong way to keep a journal or to chronicle or a daily log or whatever you want to call it.

But I think that taking five minutes at the end of your work day, or at the end of your day in total, is a good way for you to get perspective on what’s going on in your world and realizing, A, we have way more time than we think, and, B, every day is a scholar for the next day. I can’t remember who said that, a Roman scholar said that. But that’s what it is.

And the more you journal the less likely you’re going to have to do that big massive review like two weeks down the road or a week down the road because you’re kind of keeping yourself course-corrected as you go. And, again, like people have said, “Oh, well, how should I journal?” I don’t know, it’s the same reason I don’t know what app to use. Use an app, use paper. If you need prompts, there’s plenty of places to find prompts. Use your theme days as prompts, “Hey, today’s daily theme was learning. Okay, did I do learning today? Yes. Oh, great. What did I learn? No. Well, why not?”

There’s always something, the story you can tell. You don’t know what to write about? Look in your phone and see what photos you took, right? Scan through your email and see what email you responded to. There’s always something. But it’s that story that matters because it’s the story that’s going to motivate you to either make a change or keep going.

Pete Mockaitis
Gotcha. Thank you. Well, now, Mike, tell me, a couple of your favorite things. How about a favorite book?

Mike Vardy
Oh, boy, there are so many good ones. Getting Things Done is the book that kind of got me into productivity in the first place, so I’d be remiss if I didn’t mention that. I like Steven Pressfield’s The War of Art. I love Pressfield’s stuff. And I really like Ryan Holiday’s The Obstacle Is the Way. I like the stoicism introduction kind of was the reasoned approach to things that was. So, his book The Obstacle Is the Way, and Ego is the Enemy, as well, I’d say that those are kind of the ones that I return to quite regularly.

Pete Mockaitis
And I know that you have evolved beyond it’s all about the tools but, tell me, what are some of your top favorite tools that you personally have to be digging right now?

Mike Vardy
So, I’m really liking this app called Front because it’s kind of that bridge between email and task management that I’ve been looking for, for a long time. I can assign emails to my team members right within the app, I can comment on them, so I can kind of keep my communication silo external to my project management which is what we used Asana for, but I can integrate them if I want.

So, Frontapp.com is it, and it’s iOS and web-based. I’m really digging it right now and I’ve only really scratched the surface of what it can do, but it’s really kind of been the thing that’s allowed us to keep emails that we don’t necessarily need in our project management app, and yet keep moving the ball forward with certain things there. So, I’d say that’s probably the one that I’m digging into most right now.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with your listeners, and readers, and clients?

Mike Vardy
Stop worrying about due dates and make every day a due date. So, theming helps with that, the idea that when you think about it, and I’ve got monthly themes, and I talk about that as well, but people tend to focus on the, like, “This is when this thing is due, so I will let that sit there and let it kind of linger and linger. And, oh, no, tomorrow it’s due,” And then they go and do it. As opposed to taking a little bit of time every single day and just doing it.

And so, I dropped that in my TEDx Talk and it was kind of one of those things where people are, “Oh,” it’s like a little bit of a hum for them. So, I’d say that that’s one. Think about your taxes, right? If you start working on your taxes at the beginning of January rather than the beginning of April, how much easier would your taxes be to do.

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

Mike Vardy
Yes. Look at your tasks or your to-do list and ask yourself, “Is this the smallest that this task can be? Is there a smaller level? Are there smaller particles to this thing?” Because when you do that, then it makes it easier for you to kind of categorize them and move the needle forward a little bit on each one, as opposed to the work on report that you leave on your to-do list and then leave it unchecked because you didn’t finish it. Whereas, if you were to write 100 words for the report, or do research for the report, or spend 30 minutes on research for the report, that’s something you could check off.

That’s the kind of thing that you can do to keep yourself moving forward because you need that encouragement, you need to see that you’re moving the needle forward daily because when you see that, then it makes the work rewarding, and it makes you feel like you’re actually being productive instead of just checking off boxes with the hope that what you’re doing is actually getting recognized and happening on a daily basis.

Pete Mockaitis
Awesome. Mike, this has been a real treat. I wish you lots of luck and fun and keep on doing the good work.

Mike Vardy
Thanks so much for having me, Pete. I really do appreciate it. And I hope there was a lot of value in what I had to share today.

471: How to Acquire New Skills Faster with Scott H. Young

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Scott Young says: "Happiness is not pleasure. Happiness is the expansion of possibilities."

Scott Young shares innovative methods to learn new skills more efficiently and effectively.

You’ll Learn:

  1. Foundational principles for mastering skills more effectively
  2. The importance of “meta-learning”
  3. The Feynman Technique and other approaches to accelerate learning

About Scott:

Scott is a writer, programmer, traveler and an avid reader of interesting things. For the last ten years he’s been experimenting to find out how to learn and think better. He doesn’t promise he has all the answers, just a place to start.

Resources mentioned in the show:

Thank you Sponsor!

  • The Simple Habit meditation app can help you gain greater control over distractions for faster learning. The first 50 listeners to sign up at SimpleHabit.com/Awesome get 30% off premium subscriptions.

Scott Young Interview Transcript

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

Scott Young
Oh, it’s so great to be here.

Pete Mockaitis
Well, I have many questions for you but I want to start with hearing the tale of how you completed MIT’s four-year computer science program in one year. Like, what even led you to think that’s a good idea, and how did you pull it off, and what were the results?

Scott Young
Yes, so this actually brings me back. This was about eight years ago. I just graduated from university and I had studied business, I met a lot of people who you go to school and you study something, and you realized, “Oh, wait a minute. Actually, this wasn’t really what I wanted to get out of it.” I was thinking, “Well, I should go into business.” I kind of have these ideas that one day I might run a business.

I go in and I take a bunch of business classes and find that, well, actually, most of business schools is how can you be a good little middle manager in a large company and not really so much about running your own or starting your own things.

And, at that time, I was thinking back to when I was a freshman and I was contemplating either going into business or studying computer science. And now, sort of in retrospect, have felt like the better choice because in computer science you, actually, learn to make things, you make programs and algorithms and scripts and websites and apps and all sorts of things like that.

And so, I was thinking about maybe going back to school, maybe I should go and do another degree and postpone my life. And around this time, I stumbled upon this class that was taught by MIT and uploaded on their MIT open course sort of platform. So, it was completely free, it was an actual class that MIT really taught, and they just uploaded some of the materials from it, so the lectures, assignments and solutions, exams and solutions.

And as I was going through this, I kind of thought this little lightbulb moment on my head of, “Well, if you could do a class, maybe you could try to do something like this for an entire degree.” And so, this sort of began this kind of research process, I spent several months putting it together of trying to figure out, “Okay, like how can I use the material that they put online? What gaps do I have to fill? What kind of alterations do I need to make?”

But the end result was sort of constructing this curriculum that was pretty close to what an MIT student would actually take. Just a few little minor deviations or substitutions from one class to another but the scope of the content was pretty much the same. And so, I decided to start going through this. And I was going through some of the test classes, I found that, “Well, wait a minute. When you actually take a class online, you do it with this process where it’s self-paced.”

There’s actually some places that you can maybe even do things a little bit faster. So, it sounds a little crazy when I say that. How could it possibly be faster? Isn’t studying in MIT really difficult? And it certainly is. But there are some definite places where the way that you do it in traditional classrooms could be made a little bit more efficient.

So, one of the instances of that is that when you’re taking lectures, for instance, you sit in the classroom and you have to sit through the whole thing, even the parts where the professor is getting some water and getting the slides set up and all that sort of thing. Whereas, when you’re watching a video, you can watch it at, let’s say, 1.5 times the speed. And if you miss anything, or get confused, it’s not a problem because you just hit pause and rewind.

[03:12]

And I found there were a lot of little places that you can make those sorts of adjustments and that, combined with a lot of hard work, made me think of trying something a little bit more ambitious. And so, I did this project I called the MIT Challenge, which was to try to pass the final exams and do the programming projects for MIT’s computer science curriculum, but instead of going to MIT, just take it on my own and try to acquire the knowledge and skills without having to pay tuition and go to Massachusetts.

Pete Mockaitis
And how did it turn out?

Scott Young
So, the project went great. I think it went pretty close to how I expect it. I mean, it was a lot of work. I did work very hard over those 12 months, so I can’t certainly just gloss over that because it is a lot of work to learn those classes. But, in the same sense, I spent 12 months and I finished the classes as I anticipated, and I did the projects the way that I wanted to do them.

And so, I sort of ended, after that year, with having kind of acquired some facsimile or some close approximation of a computer science degree without having to spend the same amount of time and certainly a lot less money to actually get that education.

Pete Mockaitis
And your marks or whatever, in terms of the final exams were kind of on par with a C or better levels to that?

Scott Young
Well, that’s a sort of deep question there. It’s like, “How do you grade yourself and evaluated?” So, for a lot of the exams, there’s no, “This is an A grade, this is a B grade.” As you probably know in a lot of technical classes, they even grade on a curve for some exams. I talked to a friend who’s a professor, and he says, some of the exams where even a 35% is a pass just because the amount of content that you have to do in such a short period of time, you just can’t finish the whole exam.

And so, my goal for the exam was just relatively coarse. It wasn’t a super fine grading that I got, like, this was an A+ or this was only a C+ but rather it was just to see if I could get over a 50% benchmark in most of the classes. So, for some of the classes, I was closer to that benchmark, and for others I got 80%, 90%. It just sort of depended on the specifics of the actual class. But I uploaded all of the exams, I actually did, to the website where I put this page so anyone can look at what I actually did on those exams. You don’t just have to take my word for it.

Pete Mockaitis
And one day someone is just kind of grade you hard. This is like the weird recurring dreams I have. Like, I’m back in high school, you know, it’s going to come for you. That’s pretty cool.

Scott Young
Well, I’m sure, yeah.

Pete Mockaitis
So, let’s hear about a couple of those, while we’re in the story, a couple of those tips and tricks. So, one was 1.5x the video speed, another was just a ton of hours of your life invested doing this stuff.
Any other particular things that made that possible?

Scott Young
Well, so there are some other things that you can consider doing when you’re doing a class like this or when you are working on something in a self-paced way. So, one common thing you’ll do in class is that you have graded assignments. And because there are graded assignments, you have to go from start to finish, complete the whole thing, and make sure it’s as good as possible because, of course, you’re getting marks for it. Hand it in, and then maybe a week later someone will grade it and give you some feedback. Whereas, if you’re doing a self-graded assignment, you can do it one question at a time.

Now, this obviously makes it a little hard to actually grade it because doing an assignment from start to finish is, strictly speaking, harder because you’re not learning in between. If you’ve got a question wrong because you have the wrong formula, you don’t get to look at the solution to see what the right formula was, which you can then use on questions two, three, etc.

But from a learning perspective, I don’t see it as a disadvantage. It’s actually an advantage because you can go through and you don’t have to wait as long to get those feedback cycles to make improvements. So, that was one of the things I did.

I know from the show notes, when we’re talking, of some of the questions you want to ask me. Another thing we were talking about was techniques like the Feynman Technique and other tools to help you break down kind of complicated subjects. But these are all sorts of things that regular students can apply as well.

Pete Mockaitis
Okay, very nice. Well, let’s just get into maybe the goods. So, Ultralearning is kind of your brand and book title here and we have master hard skills, outsmart competition, accelerate your career. It sounds like the stuff you love to do here. So, can you just sort of lay it out for us, like what’s the key difference between, I guess, ultralearning and normal learning?

Scott Young
Yeah, so in some ways I think the MIT Challenge project that I did is a little bit of an exception because of how closely I was trying to match what you do in school. So, the idea of ultralearning, as I sort of defined in the book, is that it is a strategy for learning, it’s both self-directed and aggressive. So, self-directed is kind of in contrast to how we often typically think of what education, where you sign up for class, you sit in a class, the teacher tells you, “All right. You’re going to learn this, you’re going to do this homework,” and you just follow along the instructions. You often don’t have a lot of initiative or control over the process.

Whereas, self-directed learning is when you are kind of deciding, “Okay, I’d like to get good at this. What’s the right way to do it?” You design the project, you pick which materials you’re going to use, and you go through it, even if some of those materials are, let’s say, a class or held from someone else. And so, this is really putting the learner in the driver’s seat, which I think is very important because that often means you get what you want out of some education program rather than just what someone, at a college or someone I think in a classroom, decided that you should be learning.

Now, the second thing is the aggressiveness which I know I think that probably comes across when I’m talking about the MIT Challenge or other projects. But one of the recurring findings I found when I was taking the research that a lot of things that are somewhat more difficult at first are actually much more effective in terms of your ability to actually acquire skills and retain knowledge.

And so, a lot of students sort of unwittingly kind of adopt these studying tactics or learning methods that end up getting much worse results and that are not as efficient, require a lot more time. But if they did something that is a little bit more intense, they would get better results.

And so, ultralearning was sort of a combination of that, and I documented the book by finding these people who just had accomplished these really incredible self-education projects where they had learned really hard skills that are useful for their career and their life often in ways very different from how you would approach it in school.

Pete Mockaitis
So, why don’t we dig into one of those tales in terms of another transformation with regard to doing some ultralearning?

Scott Young
Yes. So, some of the examples in the book that I cover is Erick Barone who, he basically taught himself all the facets of video game design. That means doing the art, doing the music, doing the programming, doing the story-writing, everything, by himself over a period, this was a project he did for five years, and ended up writing a bestselling game which he ended up selling tens of millions of copies of.

We have people like Tristan de Montebello who is actually someone that I met before he did his ultralearning project, and he did want to get really good at public speaking. And over the course of seven months, he went from having about zero experience, just then having a handful of speeches in his entire life, to being a finalist for the world championship of public speaking through a process of doing lots and lots of speeches, but also getting feedback, videotaping his performance, seeking all sorts of unique ways to improve his skills.

And these are some dramatic examples, but a lot of the ways that I think this practice of ultralearning can impact your life are things that they may not be going to be bestselling novels, but they are things that really matter to the person who did them. So, people like Dinah Feisenfeld was another woman that I met in the process of doing this, who was a librarian. She was reaching near the end of her career, and she was facing the fact that the world doesn’t need as many librarians as they used to, and it’s a struggling field with budget cutbacks and stuff.

And so, she decided she was going to learn statistical programming and data visualization because she recognized that where her field was going was being able to deal with large volumes of information that were coming in about books and resources and these sorts of things. And so, taking on a self-education project, she was able to turn her career around so that instead of something becoming obsolete, she was becoming indispensable. So, I think these are just a few of the stories that I cover a lot more in the book of people who have accomplished interesting things.

Pete Mockaitis
Well, that librarian story really resonates with me, one, because I love libraries and, two, because, hey, that’s really a beautiful move from a career perspective in terms of, “All right. We’ll take a look around. What’s going on? What is really necessary? What skills are associated with that? And then, bam, I’m going after them.” So, that’s pretty inspiring in terms of what can be possible for all of us in terms of from zero to extraordinary in maybe a year or maybe less.

So, that’s awesome. Well, let’s dig into then a few of these key strategies. So, you had said one theme is that you do some approaches that are aggressive and that they’re more difficult at first, but more effective over the course of time. Are there any other kind of key distinctions you’d make between some of your learning strategies you advocate and typical school learning strategies?

Scott Young
Well, one of the main principles that I talk about in the book is the idea of directness and there’s actually a huge body of research extending back decades that basically shows that we’re very bad at what psychologists call transfer. Meaning, that if you teach someone something in a classroom, and then you try to test them in a way that is somewhat different from how they get it in the class, they often do abysmally on these tests even though you would expect the knowledge was transferred.

So, one example of that is in one study, economics majors did not do better on questions of economic reasoning than non-economics majors, which is something you would expect to have acquired after spending a number of years studying something intensively at universities. And there’s a whole constellation of findings that are all around this problem of transfer. And the problem, it seems to me, is that a lot of the ways that we think about education are quite indirect.

You go to a classroom, it’s removed from the real world, you learn some very abstract ideas, and then they say, “Okay, go off and apply it to the real world.” And what’s missing is that often people struggle to apply it to their real world. They struggle to apply these big abstract ideas, or these ideas that are quite removed from the context of their actual lives.

And so, ultralearning, in many of the cases that I looked at, was really tied to using the skill from a very early point. And by tying it to a very early point, you often avoid these problems where you spend a lot of time studying something that doesn’t turn out to be useful.

So, one of the examples of an ultralearner I talk about in the book is Benny Lewis who’s learned dozens of languages. And his approach for learning languages is to start having little conversations with a phrase book, or Google translate or something like that, from the very first day he starts learning it. And this is in contrast to how we often think about language learning where you get some big book and you work through a bunch of exercises, and maybe you spend months without having a real conversation with someone.

And so, by doing that, he is accelerating his process but he’s also making sure that when he does learn something, it’s going to be used immediately. And, obviously, the examples I already brought up about Eric Barone learning video game development often through working on his own video game, or Tristan de Montebello learning public speaking by doing these speeches, this is sort of in contrast to how we often think about the kind of sit and listen model of lectures and classes, which is so typical to our normal education process.

Pete Mockaitis
Yeah. Boy, this reminds me of when I first learned how to podcast. I hunkered down with Pat Flynn’s YouTube videos, which were amazing, and I was like, “All right. Tell me what I’m doing. All right, now, I’m going to do it.” It’s like boom, boom, boom, boom, boom and it was pretty fun and rewarding because, to go from, “I have no idea what I’m doing,” to, “Okay, that’s what the guy said I was supposed to do,” to, “Oh, hey, I just did it. All right. What’s next? How do I get this RSS feed business going? All right. Let’s bring that out.” And so, it did really reinforce in such that it became second nature in a hurry.

Scott Young
Yeah, yeah. And I think that’s just one of the ideas but I think it’s a very important one because it’s one that’s often missed by people. If you think about learning in terms of going to a class or reading a book and doing a test, not to say that those things aren’t valuable or they’re not useful tools to get you to your destination. But if that your dominant paradigm is, “Well, I want to learn something, I’d rather sit in this classroom and do it this way,” you will often have these issues potentially, at least, of transfer where you want to have a real skill but you’re not actually able to perform it the way that you’d like.

Pete Mockaitis
Okay. Well, so that’s heady principle. Lay another one on us. I’d say I think you got nine principles and I thought I want to hit them all. But I’d love to get those that are the most transformational with regard to, “Okay, this only takes a smidge of time, but, wow, the results are delicious.”

Scott Young
Right. So, another one, and this is another one that’s, I think, not widely appreciated but is super powerful. It’s what is known as retrieval. And so, there is a really interesting study done by Jeffrey Karpicke and Janell Blunt where they took students and divided them up into different groups. And one of the groups they got to do what they called repeated reviews. That means that you have a text or you have some material that you’re studying, and you just read it over and over again. And this is very similar to how a lot of students study, they take their notes and just read them over and over again as they’re preparing for a test.

And the other group of students, they got them to do what they called free recall, which means you read the text and then you shut it, and you don’t read it again, and you just try to spend time trying to remember everything that was in the text. And what was interesting about this study is they asked the students right after they had done this, “How well do you think you learned the material?” And what was interesting is that people who did repeated review said, “I got this,” that they rated their own sort of self-assessment of how well they learned the material the highest. Whereas the people who did free recall were like, “Oh, wow, I don’t have this,” and they rated their own performance rather poorly.

Now, the interesting twist of this study is that when you go on to test the actual students, it is the people who did free recall that performed much better than the people who did repeated review. So, this is an example of one of these findings that we already talked about of directness, this idea of learning directly before, but retrieval is another example of this idea of aggressive learning and ultralearning where it’s not so much about putting in 80 hours a week, but rather, “What are you actually doing with that time?”

And, in this case, if you spend your time doing repeated review, which is an easier more comfortable activity, there’s no doubt about it. There’s a reason why students like to do it is because just flipping over your notes feels pretty good. It doesn’t feel too bad. Whereas doing free recall, which is often uncomfortable, which you often recognize, “Oh, wow, I don’t actually know this really well,” and you have a little bit of fear about this test coming up. That is not always the most pleasant feeling but yet it is much more effective.

And so, this is just another example of where if you want to remember something or if you want to actually have knowledge at your disposal for a test or for real life, that if you practice retrieving it, you will remember it much better than if you just review it over and over again.

Pete Mockaitis
Some people toss it and leave it but you pull up quick to retrieve it, is what I’m summarizing. See, I’m retrieving it right now, Scott, and connecting to rap music from my youth. Well, that’s intriguing. So, then to do the free retrieval or what do you call it?

Scott Young
Free recall.

Pete Mockaitis
Method of retrieval, you just sort of, I guess, you can do either just sort of speaking it or writing it and sort of saying, “Okay, what did you just pick up there?”

Scott Young
Right. So, there’s lots of different ways that retrieval can happen. So, free recall is the one that’s done at this particular study, and it’s a useful one because you don’t need anything. You just shut the book and you just try to remember it from the top of your head. You can write it down on a piece of paper, you can say it loud, you can even just do it in your head if you really wanted to.

Other forms of doing this kind of approach is one of them is doing practice testing which means if you do practice questions, so if you’re doing a physics exam and you do practice questions, that’s another form of retrieval because you don’t have the answer with you. And that is an example where you have to bring up the knowledge from your head.

Other examples, there’s a common type known as cued recall. So, cued recall is where you give someone a hint or you give someone kind of a small question in order to trigger the knowledge. This is very common in forms of flashcards. So, you have questions with answers on the back. And this is, again, a good way to recall information the long term because you have to practice remembering it.

I think the real lesson of retrieval is to not think of, “Well, I’ve learned something. Now it’s in my head and, therefore, it’s just going to be accessible to me whenever I want it.” But rather to think of retrieving knowledge of actually bringing it up in the right situation is often the very essence of learning, is to not just have the knowledge in your head somewhere but to be able to access it when you need it is what’s very important. And that’s what you’re practicing when you do retrieval. Whereas when you just do review, it’s sort of that kind of an analogical level where you can imagine your brain just sort of saying, “Oh, this is on the paper. I don’t need to remember that because it’s just there when I’m looking at it.

And I think this is also interesting because one of the reasons students get deceived into thinking this kind of reviewing your notes over and over again works really well is because it gets easier and easier the more you do it. And so, our brain substitutes the feeling of, “This is getting easier,” with, “I’m going to remember this in the future. And those aren’t necessarily the same thing. As anyone can remember being at a party, and someone says their name, and then two seconds later you don’t remember it. It’s for the same reason that you say to yourself, “Well, Mark, that’s a normal name,” and then you forget about it, right? So, there can be the same sort of effect where ease is substituted for how well you’ll actually remember something later.

Pete Mockaitis
Well, so I’m intrigued. So, I’m imagining these scenarios and these principles playing out. I can see how it readily applies to learning a language or a subject matter like physics. I guess I’m wondering about maybe communication skills with regard to you said you had an ultralearner who became a finalist in the global champions of public speaking. So, how does that sort of change things a bit in terms of, “I want to have a skill that I am using. Like, I can put up some drywall, or I can play a guitar, or I can give a good speech, or I can listen better”? Are there other principles that play into those more? Or how do we think about practicing in these dimensions?

Scott Young
So, as we mentioned before, there’s nine principles in the book, and some subjects, some particular skills are going to be like one of the principles are going to be particularly relevant for the fact that most people misapply it, and then for others it might not be super relevant. So, retrieval is one that tends to have to do with when you have to remember things.

So, interestingly enough, retrieval is actually super important for public speaking because you want to be able to remember your speech. And how do a lot of people memorize their speech? They write it on cue cards and they read it over and over again when they are reading it out and practicing in front of their coworkers or spouse or someone. Whereas, what you should be doing is putting the cards away and trying to recall it from memory because that’s how you’ll be able to actually repeat it without putting it on the cards.

But, really, being able to memorize a speech is just a really small part of what makes a good public speaker. And, similarly, if you’re playing a guitar, or you’re doing other things, there is going to be some retrieval. You need to actually memorize those patterns in a song or you need to be able to remember things. There’s a lot of other things that go into it as well.

So, another chapter, we discuss the idea of drill. And so, drills are something that have gotten a bit of a bad rap. We all remember drills that we were forced through in our elementary school where we were kind of punished and had to do the same drill over and over and over again until we mastered something.

And the problem is often just that when you are in a formal education environment, someone gives you a drill and you just have to do it a bunch, but you don’t really know why you’re doing it. Whereas, when you are doing a self-directed learning project, drills can actually be quite useful. And the idea behind a drill is that when we are practicing a complicated skill, like listening or putting on drywall as you mentioned, if you’re doing some skill like that, there’s often a lot going on. Particularly, the more complicated a skill is, if you’re playing chess, if you’re painting a picture, if you are juggling on a unicycle, there’s a lot of little components that all have to go into performing the skill well.

And so, ultralearners are people who are really good at this process of self-directed learning sort of instinctively know to break apart components of the skills which they can kind of practice in some sort of isolation and then weave back together with the sort of more complicated skill that they’re actually trying to perform.

So, Tristan de Montebello, who did the public speaking project, he was actually quite interesting in how innovative he was with doing some of these drills. So, on one of his goals, he wanted to work on his humor and some of his jokes, and so he decided to actually perform at middle schools because when he was performing in Toastmasters Clubs, people were very polite, they would certainly applaud and laugh along to what he was saying. But what if he wanted to know what people really thought, he would go to these grade schoolers who would not pull any punches if they thought his speech sucked.

And so, similarly, you can do the same thing when you are working on your own skills. Break it apart and work on components. So, if you’re a writer, you could sort of, let’s say, work on little mini efforts to get better at storytelling, or research, or grammar, or vocabulary, like that.

Pete Mockaitis
Intriguing. So, you’re breaking that into components and then drilling one of them repeatedly.

Scott Young
Well, the idea here is, well, repeated drilling can be one way of improving it, but the right way to think about it just that any skill you want to learn, and particularly the ones that we’re talking about that are not the kind that are usually taught in school, like listening, for instance, the right way to think about it is not, “Well, how the heck do you get better at listening?” It’s to think of listening of actually being many, many different skills that all kind of come together in one activity.

So, being able to listen is not only being able to hear but be able to pay attention. It’s about having some knowledge of what the speaker is talking about. It’s about being able to respond in such a way with your body language and your words so that they can tell you’re listening, have constructive comments, do not react emotionally. There’s tons and tons of little things there.

So, if you wanted to get better at listening, a good starting point would be to look at your skill right now, try to see kind of how it breaks down, practice doing some listening with your spouse and sort of see where you’re making mistakes. And then, what I advocate in the book is that you either focus on the thing that your weakest on, so you focus on your weakest point rather than just some random point to improve.

So, if you’re really bad at listening because you get distracted really easily, that could be something to focus on. And, similarly, if there is too many components, so you’re trying to do many things at once, so, again, like you’re juggling with the unicycle, that might be too hard when you start. So, you start by just juggling one bowling pin, and then you add two, and then you add three, and then you add the unicycling like that.

So, there’s lots of different ways you can think of skills, and I outline some of these specific tactics in the book. But this is the right way to think about these sorts of nebulous skills and things we want to be good at in life that really are quite complicated.

Pete Mockaitis
Well, so these are a lot of good little tidbits. I’d love to get your take on is there a particular sort of small adjustment that makes a huge difference? Would you put the retrieval toward the top of your list? Or is there another thing that you’re thinking, “Wow, this makes a world of difference for leverage”?

Scott Young
Oh, there’s tons, yeah. Well, the retrieval is an obvious one. So, if you’re doing anything that you have to pass a test for, you should be practicing retrieval and not doing repeated review. And, again, the fact that most students don’t do this is a real tragedy because they waste a lot of time and they really convince themselves they’ve learned something that they haven’t.

I also talked about directness which is another one. One of the questions that I encourage anyone who reads the book, anyone who’s listening right now, to ask themselves before they try to learn anything, to ask themselves, “Where am I going to use this?” And this doesn’t mean that where you’re going to use it has to be super narrow, and that like, “Well, I’m only learning Spanish so that I can go to a restaurant in Mexico and order fajitas.” Like, it doesn’t have to be that narrow for your end goal. But if you can focus on that little concrete starting point, you’re much less likely to get adrift with these transfer issues.

One of the principles that I open the book with is what I call meta learning, so this is the idea of learning how to learn something, and that’s something that is important for all learners, but particularly important if you’re going to take on your own project and try to design it. And this step is just simply before you start learning anything, just Google, “What are the best resources for learning X?” or, “What are the best methods for learning X?”

And if you spend an hour or two on Google just reading some articles, you will quickly find tons of books, tutorials, videos, textbooks, tons and tons of resources that you can choose from. And so, the actual, the literature on adult learning or self-directed learning projects shows that most people, when they are learning something, they just go with whatever is first available. So, they just, “Oh, one of my friends, he knows this, so I’m just going to ask him,” or, “This is the first book I found at the bookstore, so I’m going to read that.”

And I find that spending a little bit more time to do research avoids a lot of pitfalls because you actually know, “Oh, actually, a lot of people don’t recommend this for learning a language, for instance, because they didn’t find that it works.” And you can save yourself six months of playing around with it. And so, that’s, again, another little tip that I suggest for people to undertake.

Pete Mockaitis
Yeah, I really like that in terms of being conscientious and mindful of what are the tools and resources you’re looking to for your learning because it’s really true, there could be—I’m thinking about some of my favorite classes. Like, there’s some textbooks that I just thought were excellent and I still with me today because I thought I enjoyed reading this and learning this.

And like one topic was social psychology. I mean, I’m sure there are lamer social psychology textbooks than the one I had. And if I had them, I probably would have less knowledge as a result of being saddled with it. And I also think about that with regard to sort of Amazon reviews or if you take a gander at a book, you can look inside, you can check out the table of contents, you can read a couple of pages. And it’s wild how two books on the same topic will be substantially different in their resonance with me as I get into them a bit, like, “Wow, this is really kind of lame and boring and no fun,” as opposed to, “Whoa, this is a page-turner and it’s still non-fiction content that is skill developing.”

Scott Young
Well, the sort of analogy that I like to use is that when you are preparing for learning projects, it’s a little bit like packing a suitcase. You don’t want to pack your entire house and bring 15 bags for a weekend vacation. But, at the same time, you don’t want to show up somewhere with nothing, and you have to buy everything on the road because that’s no fun.

So, the right way to think about it is you do a little bit of researching ahead of time. And the amount of research you do, I think, scales with your project. I was mentioning, when I was doing this MIT Challenge project, I spent a few months just sort of researching on and off in my spare time because I knew it would be a pretty serious undertaking. Whereas, if you’re planning on doing something, which is, you know, it’s going to take you maybe a couple of weeks to learn, then maybe just spending an hour or so on Google is probably sufficient.

And so, the right way to think about it is just that there are lots and lots and lots of different ways to learn everything. And so, a lot of people get stuck in whatever was first recommended to them because that’s just what they go with. And if that isn’t working for you, if that book isn’t working for you, the course, what have you, using a different tool, or at least being aware that different tools and methods exist is very important. I think that’s particularly true of practical skills like, let’s say, languages, or programming, or using Excel, or drywall repair, as we were talking about earlier.

Pete Mockaitis
Now, you mentioned the Feynman Technique a couple times, so I just can’t resist. Let’s close the loop here. What is that and how is it helpful?

Scott Young
Yeah, so the Feynman Technique was a sort of idea that I kind of pieced together from reading smatterings of Richard Feynman’s autobiography where he talks about some of his processes that he used to learn things. Now, it’s probably not the case that he used exactly this method, but he did seem to use similar cognitive processes in the work he was doing so I called it the Feynman Technique sort of after my inspiration from him.

And the basic idea is that if there’s some idea that you don’t understand, it’s particularly useful with difficult conceptual kinds of classes, if you’re learning physics or math or biology, or you have to study for a tough accounting exam, or there’s some concept in your work that you don’t understand, you start with a piece of paper and you write at the top, “Understanding X,” so whatever you’re trying to learn. So, it could be understanding torque, or understanding macros, or whatever you don’t understand.

And then you try to explain it to yourself as if you were teaching it to someone else. And this does a couple of things. The first thing that it does is just by writing, you are taking advantage of the fact that by writing things down you can get things out of your head so it’s easier to deal with the more complicated topics. So, a lot of ideas in our head are sort of hard to think about all at once especially if they’re confusing. But if you write them down, they start to make more sense. So, very often you can start and you just write from start to finish, and you’re like, “Oh, I don’t know what I thought was so confusing about it. It actually makes sense now.”

On the other hand, if you are genuinely confused, and there is genuinely a sort of puzzle piece missing to assemble the whole picture, then doing this process will help you narrow in on where that piece is missing. So, as you write through this, you say, “Oh, I don’t understand steps four to five in this procedure I’m supposed to follow. Why am I supposed to do it this way?” And then, with that knowledge, you can go back to your book, you can go to an online video, you can ask a colleague, a boss, someone who knows something, you can ask them, “Hey, why is it like this right here?” And then the advantage is that instead of asking a super nebulous question, like, “Oh, I have no idea what this thing is about it all,” you can just ask them a very specific question where you’re more likely to get a useful answer.

And so, I sort of first wrote about this idea about eight years ago, and it’s since been really popular. A lot of people have put their own videos and tutorials online demonstrating the Feynman Techniques, so it’s really been something that’s helped a lot of students, and even a lot of professionals, deal with confusing problems and ideas in their life.

Pete Mockaitis
All right. So, at the top of the page you’re writing, “Understanding the topic,” and then you’re writing down, you say as though you’re explaining it to someone else. And so, I guess I’m imagining maybe it doesn’t matter if you’re writing down sort of extemporaneous bullet points versus full texts, prose.

Scott Young
I tend to do full text prose. It depends a little bit on your style. Like, obviously, this makes it more time-consuming, but I think that’s one of the benefits is that if I were to explain some idea, I would sort of say, “Okay, so the first thing we have to understand about this idea…” Like, pretend you’re giving a lecture, and you don’t have to write it on the page. One advantage you can do is just say it loud. And the main advantage of doing this is that it helps you organize your own thinking so you can identify some of these gaps in your knowledge.

Another advantage is that one of the main limitations we have is we have limited working memory. So, working memory is kind of the workbench of the mind, so to speak, where you take all the little memories and sensory inputs, and you sort of assemble them together to new thoughts and solutions. So one of the challenges is that this workbench is kind of famously small that when researchers measure it, we find that we can only actually have a few ideas in mind simultaneously without having one of them be forgotten.

And so, because of this, if you have a device where you can write it on a piece of paper, or you can even like write it out on a board, or do something like this, you can offload some of those ideas so you can focus on the parts that matter. Whereas, if it’s in your head, you can often feel like a jumble where everything is bouncing around.

Pete Mockaitis
Yeah. And I love what you had to say with regard to when you zero in on that, it’s great for you because you’re focused, and it’s great for your teacher or your resource because it just brings me back to memories of school in which there’d be a student who would just say, “I don’t get it.” And you can tell the teacher was so frustrated with him, and it’s like, “Could you be more specific?” Because there may be a dozen points of entry that they’ve got to now got to navigate and select one as opposed to going right for the jugular that’s going to make the impact.

So, good stuff there. Now, I want to get your take, so the aggressive part and learning in general can be awkward, frustrating, unfun when you feel like you’re flailing and stupid and on the early stages of learning stuff. How do you think about discipline or mindset so that you can stick with it?

Scott Young
So, one of the things that I like to think about a lot is, “How do you structure your environment? How do you structure your goals and plans so that you don’t have to just have this constant feeling of willpower?” So, one of the mistakes I think a lot of people make is kind of, ironically, they actually are a little bit too easy. What they do is they’ll say, “Oh, you know, I’ll just work on this whenever I have time.”

Well, the problem is whenever you have time is always going to be more fun in the moment to pull out your smartphone and play on some game, or go on Twitter, or watch Netflix, than it will be to do some learning activity, especially in the beginning stages where you maybe haven’t yet entered that zone of positive feedback where you’re feeling constantly reaffirmed that you made the right choice to learn this thing.

And so, what I often find is, “How can you structure your environment and your time to just make sure that, ‘Okay, well, when I’m doing this, this is the only thing around me. I’m not distracted. I can focus. I can actually apply my time’?” And then often there’s little other subtle things that you can do to avoid kind of your little dips or your weak points when you’re doing things.

So, one of the big things you can do is get setup. So, for learning a lot of skills and tasks, the major obstacle is just getting setup. Like, if you’re going to paint a painting, you need to buy paints and an easel and brushes and make sure you have all the materials, and get the newspaper laid down, and all that kind of thing.

If you’re learning a programming language, very often the most frustrating part of learning to program is just getting your computer setup so that you can program. Or, for learning a language, for instance, very often one of the major difficulties is that because everyone around you speaks to you in English all the time, it’s always a little bit of friction, always a little bit of difficulty to push outside of that and start speaking a language you want to learn.

So, in the book, I often talk about ways that you can use little tricks to kind of get yourself to move forward. So, a really minor one, but one that made a big difference for me, as I was learning a new language, in this case it was Chinese, and I had to do a lot of flashcards. I was doing a lot of flashcards as part of the process of acquiring Chinese vocabulary. And one thing I noticed with myself is whenever I would mess up a flashcard, meaning that I got the wrong answer, there was this immediate pang of, “Ugh, I hate this,” or frustration. And that frustration immediately led to the urge of, “Let’s put this away. This is enough studying for now. Let’s go do something else.”

And what I found is that that little pang of frustration was actually really short-lived. So, what I could do was is if I just made a rule to myself that I was only allowed to quit when I’ve gotten one right, or the most recent one right. What that meant was that, yeah, sometimes I would get frustrated, but very often I would persist for much, much longer because as soon as you got one right, then you’re going to get a bit of positive feedback and you want to keep going.

And so, I think by thinking about your own behavior and your own habits and your own projects in this kind of systems level view, rather than just, “Hmm, I’m just going to put in lots of willpower,” I think you’ll get better results because very often it’s these very subtle things that if you can adjust, you can go much further.

Pete Mockaitis
Yeah, that’s a great rule there, “I’ll only quit, right after I get one right,” because once you get one right, you’ll feel good and you want to keep going. And, two, you’ll end on it on a high note as opposed to remembering, you know, primacy and recent effects. Like, instead of remembering that session as a huge drag that you painted, it’s like, “Oh, yeah, I got it. Cool.” And so, you’ve got that memory with you to reinforce you starting up the next time.

Scott Young
Absolutely.

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

Scott Young
Well, I would say that my main focus with this book and the reason that I sort of obsess myself with learning over the last decade is that I think for a lot of people, learning is something practical, it’s like, “Okay, I’ve got to get from point A to point B.” But I found, from doing these projects, and I found in my own experience mirrored in other people that I met that, really, it’s much more than that. That often what our greatest moments in life, the most we fear, the most happy, fulfilled are when we expand our own sense of what we’re capable of and what our possibilities are.

And so, I remember talking with Tristan de Montebello, he was the guy with the public speaking project, and I remember him telling me, he’s like, “You know what, Scott, it’s not that I just got good at public speaking, that that was I was excited about, but that this totally changed how I will approach any project in my life in the future,” that just all these skills and things that he would like to learn just seem to open up in front of him, that he kind of considered before.

And so, my main motivation for writing this book was not just to give people some practical tips, although we’ve talked about lots of them, but so that they may have that own experience in their life where something that they thought, “You know what, well, there’s no way I can learn this because I’d have to go back to school, and it would be tons of agony for years, and it’ll be painful. I won’t be able to do it.” That they could open themselves up whether that’s to learn something, a new hobby, a new language, a new instrument, a new skill, or maybe even transition to a new career, or really upgrade their skills in their career so that they can do a job that seems kind of terrifying for them right now.

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

Scott Young
So, one of the quotes, and I’m going to modify it a little bit because I really like it, but this is a quote from the motivational speaker Zig Ziglar, and he says, “Happiness is not pleasure. Happiness is victory.” And the thing that I’d like to modify it to is kind of really into what I was saying that I think that “Happiness is not pleasure. Happiness is the expansion of possibilities.” So, I do think that it is when we achieve things, it is when we expand, when we feel like we’re capable of that, we have our happy moments, not just when we get a reward or something nice happens.

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

Scott Young
Well, I can tell you right now one of my favorite ones is the one that I talked about in this book which is this one by Karpicke and Blunt about the retrieval versus repeated review. And it was so brilliant just because it just fit entirely with the idea of how students think about learning and what actually works.

Pete Mockaitis
And how about a favorite book?

Scott Young
So, a book I would recommend, which has been my favorite book for last year, is called The Enigma of Reason by Hugo Mercier and Dan Sperber, and this book is basically challenging the idea of what we think we are doing when we are thinking and reasoning about things. And I found it to be a very interesting book because it explains so much of why we argue about things, and also how we can think smarter in our lives.

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

Scott Young
Right. So, I’m going to go really basic but I really like reminders, just to-do lists. And I know that sounds a little like a little bit too basic, everyone wants to use advanced tools, but I find making lists very helpful. So, I have a list for my to-do items, but I also have a list of ideas, and books I should read, and restaurants I should go to, and projects I’d like to work on, and things that someone said, and quotes, and I probably got a dozen more lists on my computer.

Pete Mockaitis
And how about a favorite habit?

Scott Young
So, related to that, I think one of the best habits you can do is, before you go to bed, plan your day in the morning. So, plan what you’re going to do in the next day. So, that could be just as simple as writing it out on a to-do list, “I’m going to do these eight things tomorrow,” or it could be as specific as figuring out what you’re going to do with each chunk of time. But I think the more you plan things ahead of time, the more you figure out how you’re actually going to use them, you’re less likely to succumb to doing the easiest thing in the moment.

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

Scott Young
So, if you want to reach out to me, you can go to my website at ScottHYoung.com, and you can find my contact form there. You can also reach me by writing to personal@scotthyoung.com. You can send me an email. I would definitely love to hear if anyone has applied some of these methods or if they go out and get the book, and decide to do their own ultralearning project, what they’ve decided to use it for.

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

Scott Young
So, the point I’d like to leave with this is one that we did mention before, but is something that I think is so important that I’d like to end it again considering we’re talking about the recency effects, is the idea that whenever you want to learn something, you should always start by asking yourself, “What is one concrete situation that I can use this in? And how can I do a little bit of my time practicing or applying it in that situation?” You’ll go a lot further if you can think of your learning in terms of, “How do I do things?” rather than just putting abstract knowledge in your head.

Pete Mockaitis
All right. Scott, this has been a lot of fun. Enjoy your learning.

Scott Young
Oh, thank you so much.

470: How to Give and Receive Useful Feedback Every Month: Insider Tips on Making Performance Reviews Not Suck with Dr. Craig Dowden

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Craig Dowden says: "If we want to give appreciation, give only appreciation. The most common blunder is that we combine coaching and evaluation."

Craig Dowden exposes gaps in common performance review practices and presents an empowering alternative approach everybody can use–no matter where you work.

You’ll Learn:

  1. Why the current performance review practice is broken
  2. The key thing NOT to do when giving feedback
  3. A different and better strategy for regular reviews

About Craig:

Craig Dowden (Ph.D.) is an inspiring and thought-provoking executive coach, Forbes author and keynote speaker who partners with leaders and executives to tackle their most important personal and organizational challenges. Craig holds a Doctorate in psychology, with a concentration in business and is a Certified Positive Psychology Coach. In his role as a trusted advisor, he integrates the latest findings in the science of leadership, team, and organizational excellence into his coaching and consulting work. In 2009, Craig was recognized as one of Ottawa’s 40 under 40 business leaders by the Ottawa Business Journal.

Resources mentioned in the show:

Thank you, Sponsors!

Craig Dowden Interview Transcript

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

Craig Dowden
Thanks so much for the invitation, Pete. Looking forward to chatting with you.

Pete Mockaitis
Oh, I’m looking forward to it as well. But, first, I want to hear a quick tale about your nickname Egg in high school and how you used that to your advantage.

Craig Dowden
Nice. Well, good background searching and sleuthing there. When I was growing up, I was kind of an awkward gangly tall kid, and so we would have races around the neighborhood. And so, of course, the classic last one to Craig’s house is the rotten egg. And then, I was routinely last, so you can see how they quickly made the link between, “Craig’s the rotten egg, Craig’s the rotten egg, Craig is the egg.” And, thus, the legend of Egg was born.

And so, not to be thwarted by the nickname, I ran for Student Council President, and we actually had a very boisterous group of supporters, and we had a lot of different campaign slogans attached to them, like, “Vote for Egg. He won’t crack under pressure.”

Pete Mockaitis
Oh, zing.

Craig Dowden
Or, “Vote for Egg, or the yolk is on you.” So, we got a little playful. And, apparently, that worked, branding, won by a landslide, so it was quite the campaign. Very enjoyable.

Pete Mockaitis
Well-done. Well, I’m going to go for an awkward for a segue, and I want to hear about how often people feel like there may be egg on their face on the giving and receiving of performance reviews out there.

Craig Dowden
Exactly, yes.

Pete Mockaitis
I was inspired. I enjoyed your incoming pitch and we’re getting more and more selective these days as we’re getting clearer and clearer on what listeners want. But you nailed it, you and your publicist got it going on. Performance reviews, that is a pain point for a lot of people. Can you orient us maybe what’s current practice in most organizations with performance reviews and how well is that working for us?

Craig Dowden
Well, thank you for the feedback. I’m glad the pitch was received well. And, yes, it’s one of those internal pain points. What’s really interesting is if you look at organizational research, in very few circumstances does management and employees agree on certain things. You talk about engagement levels, transparency, you name it, there often tends to be a disconnect between leadership and employees. And, yet, for performance reviews, this is one of those areas that are universally loathed.

Pete Mockaitis
Loathed with a T-H, not a V as in Valentine’s. T-H as in Thermopylae.

Craig Dowden
Correct.

Pete Mockaitis
The first T-H word I thought. How about thumb?

Craig Dowden
Exactly. So, yes, they just absolutely, people just dislike them. So, managers really dislike giving the feedback, and employees really hate receiving the feedback. Oftentimes they’ll use a lot of ineffective strategies like the compliment sandwich, which, you know, say something nice and then you follow it up with something really critical, and then, of course, just to make sure they leave on a positive note, you end it with a positive.

And so, all of these tips and tricks just lead to a lot of disappointed participants in this process. There was a study done a couple of years ago where 55% of people said they didn’t feel that their annual performance review was fair or accurate representation of their performance. Two-thirds said there was surprising feedback in the review, which you would think that shouldn’t happen. And then three quarters of employees said there were no specific behavioral examples given to support the feedback.

So, this is a really broken process which many leading organizations are starting to realize and make changes as a result of it.

Pete Mockaitis
Yeah. And I’ll tell you, this just fires me up. I just think feedback is so important.

Craig Dowden
Yes.

Pete Mockaitis
And I’ve heard it said that it’s the breakfast of champions.

Craig Dowden
Right.

Pete Mockaitis
And it’s so powerful and useful as a tool for learning, growth, and development which I am big in, big on, and to hear that in some organizations this may be the only or the majority of the feedback they get, which is sad as well, and then to hear that it’s not working for people, and isn’t accurate, doesn’t have specific examples, it makes me sad because it could be a cause for celebration.

I actually enjoyed getting reviews because I viewed them, well, one at Bain, they gave very detailed and thorough reviews and lots of examples, and I like that. But, two, I thought I’m in this job largely for the learning, and a lot of the learning is happening during my performance review, for me. And, thusly, I was like excited to go into them because I thought, “This is part of my compensation. It’s like I’m getting a bonus.”

And I was a little bit odd in most of my college life, like, “Okay, Pete, I kind of liked it a little but you’re weird.” But organizations that are not advanced or in that domain, of which it sounds like they are a majority, leave a pretty crappy experience all the way around.

Craig Dowden
Well, for sure, and I think and I love your personal experience and being a bit of an outlier to say in terms of just loving the process. And when you look at the evidence, people are open to receiving feedback, and I think there’s just a lot of challenges. I think that if it’s constructed well, the conversation can go fantastic because it provides an opportunity for leaders to give some feedback to people in terms of where they are and where they need to be.

It also provides people in the organization an opportunity to learn and grow, which this is one of the keys when you look at the research around engagement, that’s one of the key indicators, “Do people, feel like they’re learning new skills, having an opportunity to challenge themselves and grow?” So, fundamentally, the process is a wonderful one to really drive and facilitate peak performance and learning, yet, unfortunately, the way in which we handle it just ends up leaving invariably to some really challenging circumstances because people either don’t deliver the feedback particularly well.

Doug Stone, out of Harvard, did some fabulous work around the different types of feedback so this is one huge challenge in terms of how some missteps that we make. So, he identified three primary forms of feedback. So, there’s appreciation, which is, “Hey, Pete, great job. Really love what you’re doing. Couldn’t achieve what we’re doing without you.”

Then there’s coaching, which is essentially bidirectional conversation where you’re exploring with someone different ways of approaching a particular challenge or opportunity. And then the last one is evaluation, which is essentially saying, “Hey, Pete, this is where you are based on what we initially projected, or what our end goals were, and so let’s discuss that.”

And so, based on Doug’s research, and I’ve spoken to him extensively around this, the difficulty is it’s almost like the movie “Ghostbusters,” right? Don’t cross the streams. And, unfortunately, we have this terrible habit of crossing the stream. So, according to his work, and he’s been at the Harvard Negotiation Project for well over 30 years, and what he’s found is we’ll combine those.

So, if we want to give appreciation, give appreciation. The most common blunder is, is that we combine coaching and evaluation. And as he shared with me a little while ago, he said, you know, Pete, you can deliver the best coaching advice anyone has ever received or the best coaching conversation anyone has ever experienced, and if you combine it with evaluation, guess what happens? They basically just totally lose all of the coaching and focus on the evaluation, “So, why did I score a three out of five on this?”

And so, he said for the maximum impact to ensure that feedback is received and is actionable, the best thing we can possibly do, focus on evaluation for one conversation, and then have the coaching conversation following up on that. So, don’t mix them. And, sometimes, again, in the interest of efficiency, we mix the two, we’re like, “Hey, we’ll do the evaluation and then spend time coaching so that the person can really put this into practice.” Unfortunately, even though it may intuitively make sense or feel like it makes sense, in practice it has an opposite effect and actually leads to real challenges in the development and adoption of new behaviors.

Pete Mockaitis
Well, that’s a very helpful rule of thumb, that I think that could take you far just following that forever. So, you were saying, “Let us not mingle the coaching and evaluation bits of feedback in the same conversation because we’re going to miss out on that coaching goodness.” Now, is it kosher to mingle appreciation and coaching, or are those too helpful to be separated?

Craig Dowden
Again, the safest route, based on the work that he has done, is to separate them. Keep them because, again, it’s going to be around, “Hey, great job. This is wonderful. Really appreciate your efforts on this.” So, it keeps the conversation focused on, “We want you to feel recognized and acknowledged for your contribution.” Once again, as soon as you throw coaching into the mix, the person may forget about the appreciation and then focus on, “What are different strategies I can use around this?”

So, keeping our focus on what kind of feedback do we want to deliver, and then keep or maintain that focus on delivering that message. And then, later, you can talk, again, have a coaching conversation. So, all of those pieces can be much more effective in terms of supporting behavioral change and/or maintenance in someone else by being cognizant of those three different pieces of feedback.

Pete Mockaitis
Okay, that’s cool. Well, now, you have a particular approach you recommend when it comes to performance reviews. Tell us about this.

Craig Dowden
Well, I think it’s basically a do-it-yourself employee review, and Daniel Pink, an international bestselling author, talks about this in “Drive” around having do-it-yourself performance reviews. And there’s lots of fundamental reasons as to why this is so effective. So, number one is that so feedback becomes less threatening through familiarity.

So, every month, if you and I are going to sit down, Pete, and have a conversation about performance, then I’m going to basically hand the reins over to you and say, “Okay, tell me how you did. Tell me where you think you thrived. Tell me where there were some challenges.” And so, in that way, what it does is it empowers someone else to be able to deliver their own feedback conversation.

Also, there’s less kind of threat around it because it’s more familiar to them. And it also empowers the other person to highlight some things within their own performance. So, really, it enables someone else to take the lead.

One of the worst things around performance reviews, and how organizations typically do it, is that you’re going to deliver the feedback to me. So, it’s very unidirectional and you’ll essentially stand on high and essentially pronounce judgment on how I’ve done over the past 12 months. By making a do-it-yourself performance review, and do it on a monthly basis, it’s much more common, frequent, routine, and now the individual feels empowered around what they’re going to share with you.

And so, that provides a sense of autonomy. It provides a sense of input. It provides a sense of ownership. And it’s really framed as a learning conversation, which is so essential. And then the benefit to managers, one of the key benefits to leaders and executives and business owners that I worked with, that they’ll talk to me about in terms of their own practices, they’ll have a laundry list of feedback that they want to be able to provide to the person. Well, oftentimes, their employees will tick off the boxes of all the things that they want to share so it takes the pressure off them to deliver that message.

And, secondarily, in some cases, you will volunteer things that I don’t even have on my list. So, it’s a really cool opportunity to be able to get insight that you might not have captured with someone else and, again, without the pressure of trying to figure out, “How can I best frame that conversation?”

Pete Mockaitis
Well, what’s also really awesome is that if you are the manager, like you’ve reduced so much of your workload as well.

Craig Dowden
Right. I love that, yes.

Pete Mockaitis
And the benefits are huge in terms of, okay, so you’re less defensive because you’re the one generating these things about yourself.

So, are there any kind of key particular prompts that you recommend to structure or to latch onto a DIY review, or is it just like, “Hey, how do you think you did? How about it?”

Craig Dowden
Yeah, great question and I think it’s important to explain to people. And this, again, a major gap around just feedback processes in general is that they’re rarely explained, the purpose is rarely explained. So, leaders, executives, business owners, that I’ve worked with, they’ll talk about. So, what we want to do is make feedback an ongoing part of our DNA. Feedback is not something every six months or 12 months. We want to get to a space where we want to have feedback as a regular part of our organization and our organizational DNA because the world moves in such a fast pace these days. We need to have information. We need to have it readily available.

And so, what we’re going to do is have a monthly performance review where you come in and tell me where you’ve done well and what your successes are as well as some of the challenge areas and even what some proposals around what you think you and I can do to be able to address them. And so, it’s a wonderful way within that prompt. And then once you have that discussion in the first month, you can a check in after the first conversation and ask your employee, “How did that go? What did you think about it? Is there anymore specific direction that I can provide and anything I can do differently?” so you really start to have, open up the dialogue around that space.

And I think another really powerful benefit of this is that by employee sharing their feedback with you, then at the end of the conversation you can say, “Hey, do you mind if I share a couple of components or a couple of observations that I have?” So, it really benefits from the reciprocity principle. If you ask someone how they’re doing, well, they’ll generally ask you how you’re doing. So, it’s a wonderful way to create a bidirectional conversation that really kind of lowers the anxiety on both levels because it’s seen as, “Well, this is cooperative. We need each other in order to paint an accurate picture here.”

Pete Mockaitis
And so then, how do we deal with, I don’t know, numbers, ratings, rankings, competencies, you know, raises, bonuses, like the numbery things of it all?

Craig Dowden
Well, I think this is where some of the performance review processes are really broken because, like a forced ranking system as an example, right? And this is where a lot of them lose credibility, which is, “Well, we’ve got to have a certain number of stars, and a certain number of average performances, and a certain number of low performances.” So, this is where a lot of organizations are just redefining how they do performance reviews.

Some of the larger more progressive organizations are just getting rid of them altogether and moving it to a more kind of check in type of process. Adobe is an example as one organization that just stopped doing them altogether. And so then, I think this is an opportunity for senior leadership in an organization to start talking about.

So, what is the purpose of feedback? Because if the purpose of feedback is going to be around performance metrics, as an example, well, now, what motivation is there for individuals to disclose what’s going on? So, I think the metrics are an important part of it and how do we achieve it. Now, the process is around, “Okay, so how do we have that feedback conversation so we maximally set people up for success so that they can attain the goals that they set out?”

So, again, fundamentally, so let’s go back to that standard kind of Bell curve example that so many organizations use from a metric standpoint, or a financial incentive standpoint, “Hey, if everybody is knocking the ball out of the park through terrific feedback conversations, isn’t that awesome?” So, I think this is where fundamentally we have to rethink how we deliver incentives and how the feedback system is connected to that and be much more thoughtful around its implementation.

Pete Mockaitis
So, it’d be great to be more thoughtful around it, and so I’d like to hear then, you mentioned Adobe and some other. Let’s hear some more best practices with regard to is it kind of more separated with regard to how we’re thinking about raises and promotions and compensation things? It’s kind of a different set of conversations than is the performance reviews or how does that go? Because often, you’re right, I think that these things come together and that can be.

Pete Mockaitis
So, Craig, within this model, how do you think about raises and promotions and compensation sorts of things? Are those like completely different set of conversations, kind of separate from the performance review conversations?

Craig Dowden
Yeah, I think that’s a great question, and they are. They’re separate because you can talk about, “Have the objectives, the goals, what are we trying to achieve be it quarterly, monthly, yearly?” And then that’ll be a different discussion around, “So, how well did I do in terms of achieving those objectives?” And then when we talked about the do-it-yourself performance review, essentially, and that’s something that could be readily integrated into that framework, which is, “Okay, for my Q1 goals, if I’m doing this monthly, how do I think I’m doing? Why do I think that I’m doing as well or not as well as I’m doing?” And then be able to provide that as a counterbalance to that discussion. So, they are issues that would be dealt with separately.

Pete Mockaitis
Okay. Gotcha. And so then, I’m curious, if we have individuals listening who are thinking, “Boy, DIY do sound really cool.” We have a broken review process that you sort of discussed already also operating. Have you seen just sort of like individual professionals and their managers say, “You know what, this is cool. We’re going to go do it even if nobody else in our organization is.” How does that work?

Craig Dowden
For sure, yeah. One of the challenges is that it can feel awkward, almost like doing a new exercise at the gym. It can feel awkward so I think what’s really important is for both the manager as well as their team can talk about, “Okay, this may be awkward and we may have some stops and starts, and so let’s raise our hand and learn through the process.”

And I think when they have done it, what’s another challenge is that the manager, in particular the leader, almost has a scorecard, and what they may feel is the “right answer.” And so, giving control over to the employee can feel daunting and what’s going to happen, so there’s an uneasiness. And it’s really interesting and almost, to me, the parallel is having a difficult conversation.

I do a lot of work with executives and executive teams. And, particularly, if someone is having conflict with another colleague or other members of the team, when they actually sit down and have the discussion, it’s not nearly as painful or as challenging as they thought. And it’s the exact same thing with do-it-yourself performance reviews. When it’s over, a lot of times I’ll hear the executives say, “Wow, you know what, my employee shared things that I didn’t see, I didn’t have on my list, I didn’t feel was as great of an issue,” or, “I found that the conversation was much more constructive and productive.”

Or, “If they didn’t raise something that I had on my list, it seemed like they appreciated that I didn’t have the same level of defensiveness sharing my feedback with them.” So, there are so many benefits from doing it. Once again, kind of acknowledging that awkwardness. And I think it’s interesting because it is a very different way of approaching things.

And I think the other pieces, too, is that I hear is that then feedback becomes more normalized. It’s part of day to day, so it’s less awkward, so you don’t raise your hand when you only have something to complain about or a bad thing. So, it just becomes a natural extension of the discussion that you have each day.

Pete Mockaitis
Okay. Cool. And so then, you have seen then those individuals who just decide, “Screw the broken corporate system that we’re in. We’re going to do this on top of it.” And it works just fine once they get past those kind of awkward adjustment bits.

Craig Dowden
Well, I love that you highlight that because, let’s say, you are working in an organization where they want to hold on to the standard performance review. Well, then there’s nothing that prevents a leader from adding that into the toolkit, and say, “You know what, we’re going to apply this within the traditional, or within our mandated performance review system.”

And what’s interesting, the benefits still translate because, “Now, I’m having regular conversations. You and I are having regular conversations, Pete, and so then we can talk about things. And then when the actual performance review comes up, we’ve laid so much of the groundwork that they’re really straightforward. Very little, if anything, is surprising,” which is the way it should be.

And so, fundamentally, whether or not your organization adopts it at large, or whether or not they resist and that you do it yourself, this strategy can be used regardless.

Pete Mockaitis
Very cool. Well, so I’d love it if we can maybe do a roleplay or a demonstration of a DIY performance review in action. I mean, I guess part of it is quiet reflective thought on your own before you engage in the conversation. So, let’s say that I did that.

Craig Dowden
Right. That’s right, assuming that, yeah.

Pete Mockaitis
We’ll make this like, okay, let’s just say you are the owner of my whole company, and I’m an employee who is in charge of making the How to be Awesome at Your Job podcast, and we’re having a monthly check-in here. How would we start?

Craig Dowden
Well, I would say, “Pete, thank you for taking the time to come in and meet with me today. As you know, we do do-it-yourself performance review on a monthly basis, really, so we can have an open and constructive dialogue around how things are going. And so, I appreciate you taking the time to go through the questions, reflection questions, and fundamentally what I want us to talk about this afternoon are a couple of things.”

“Number one, how do you feel things are going in terms of the goals that you set out this month? How do you feel that you’re performing? Then, also, what are the gaps? What are some areas where you feel there are possibilities to raise your level of performance? And then, also, what’s some feedback that you have for me? So, how can I do a better job of supporting you in terms of where you are and what you’re trying to achieve? And then, lastly, I would love to be able to share my insights, observations with you to close the conversation, and just talk about the next steps.”

Pete Mockaitis
“Okay, cool. Well, thank you, Craig. I really appreciate you investing the time to do this with all of your many direct reports and it could add up perhaps. And I feel that it’s going smashingly well with regard to the podcast having completed a huge listener survey. It gave me a clear idea of what people are into and seeking those folks out to deliver upon that.”

“I think in terms of the gaps, I think it’s that I’ve not yet sort of systematized an approach so that we can sort of take listener requests, write to guests like very quickly in terms of figuring out how to do that over and over again when it’s a lot harder to do that than to just snag an author who sounds relevant, who’s got a book coming out because they said yes immediately to invitations on the podcast.”

“And my feedback for you, Craig, is that we speak very rarely, and I’d love it if you could provide some more input more frequently into my performance there. So, that’s what I’m thinking right now.”

Craig Dowden
“That’s fabulous. Well, a couple of things, and I’ll certainly add that. That’s valuable feedback and I appreciate it and I agree that if we had an opportunity to speak more, have much more constructive conversations, so I definitely will commit to doing that.”

“A couple of things that I think you touched on in terms of what has been going awesomely well. I’m thrilled to hear that, so congratulations and that’s great news and great feedback. I really appreciate that you took your insights from customer feedback and client feedback that you have so that’s really compelling.”

“And so, what steps, what are some lessons that you’ve learned through the positive feedback you received in terms of what you’re going to continue to do, and then also ideas you may have from what they shared on the positive spectrum around how to potentially move the podcast to another level?”

Pete Mockaitis
“Certainly.” Well, I think we got the idea as far as demonstration goes.

Craig Dowden
And then just add to that, too, and back to systematize the approach, and then, on the flipside, then I would ask questions like, “Okay, that’s great. I think it’s really valuable that you looked at that. What are some ideas that you think could assist you in that? And then how might I be able to support you in systematizing? Do you have the resources that you need?”

So, you kind of counterbalance because sometimes, and the reason I started with the positive is sometimes people will kind of focus right in on the negative, you know, like where you would improve. And so, there can be lessons learned on both sides of the docket, and then you want to ask questions on each of those follow-up questions in each of those domains.

Pete Mockaitis
That’s cool. And I hear what you’re saying with regard to the reduction and defensiveness because it’s totally like, “Well, hey, I brought it up.”

Craig Dowden
Exactly.

Pete Mockaitis
And even if I didn’t bring it up, it’s like, “I’m already in the zone of having thoughtfully introspected on what are some things I might do better.” And so, it’s not like you’re giving me a jarring sort of state-shifting attack, like, “Here’s how you screwed it up.” “What?”

Craig Dowden
Right.

Pete Mockaitis
It’s like, “No, this is what we’re talking about.” And I’m already in that kind of place so it’s a lot easier.

Craig Dowden
And I love that you said that you brought it up. And I think that’s what’s really important is, well, because let’s say you bring it up, and then I reframe it or I probe a little, and then you get defensive. Then, as a leader, as a business owner, you can come back and say, “Well, Pete, just for a moment, appreciate the response and just I’m following up on something that you raised.” So, sometimes back to dealing with fear or dealing with a trigger, maybe I’m triggered by it. Then this can help raise, bring the discussion back on point, where it’s like, “Oh, yeah, I did raise that, and so I wonder why, what triggered me on that.” So, there’s real richness to that discussion.

Pete Mockaitis
Oh, yeah. I guess, certainly, if you want to go meta there for a moment with regard to what’s happening and then I don’t think that happen sometimes. It’s probably rare that folks start crying and sharing some deep historical therapy-type elements, but they might. And that might be just the thing for that particular conversation. But it could be just like, “Oh, you know, it’s always been a little bit of a sore spot for me ever since this happened that I’ve been quite conscientious about this sort of thing. It gets me going.” It’s like, “Oh, that’s really good to understand.”

Craig Dowden
For sure. Well, and this is, as an example, I mean, this is what then can bring a conversation back versus if you raise it as the feedback provider versus operating as a feedback facilitator. So, if I get triggered defensively by something I’ve openly shared, that in of itself shows the complexity and complications attached to delivering a feedback, because hearing it from you might trigger me differently than if I’m talking about it myself.

Because if I’m self-anointing and self-identifying, that can feel safer than when you do it. Then it’s like, “Wow, okay, I’m reacting to this.” So, it can be a really powerful moment of self-insight for the individual because they can actually hold up a mirror and say, “Gee, even though this is something that I recognize within myself, if anyone else around here points it out, I can get defensive.”

And then through a conversation with the manager, now they can add that to, “Hey, you may want to be aware of that in terms of how you receive feedback.” So, it can be a really powerful learning mechanism in that way.

Pete Mockaitis
Well, that’s cool. So, we talked a bit about some of the emotions there with regard to removing some of the defensiveness in there. Do you have any other pro tips when it comes to handling some of the emotional bits if folks are scared to talk about stuff, they’re frustrated to revisit things again and again, they’re disappointed that they’re not, you know, maybe they heard some surprises, like, there’s a whole lot of emotion wrapped up in all of this? Any kind of overarching pro tips for working with that well?

Craig Dowden
For sure. Well, a couple of things that you can have that as almost preparatory. So, when we have these, and that’s what’s beautiful about having this as a systematized approach where it’s monthly. You can say, “Okay, during our monthly do-it-yourself performance reviews, there may be times when you feel fearful, frustrated, disappointed in what we’re talking about. How can I best show up to minimize triggering those emotions within you?”

And so, it has, “And what are some things that may lead you to experience this poorly? So, before we even embark on this journey together, you can start to lay out the ground rules about, ‘Hey, if you say purple unicorn, that can tend to trigger me in a particular direction.’ So, then it’s like, “Okay, now, I can manage that.”

The other piece can be around saying, “Well, there may be times when I have to share constructive feedback, critical feedback, in terms of what I see. How can I best deliver that so it’s perceived with positive intent and so I can make it as constructive a message as possible? And then what are some things that I can do if I sense that you are reacting emotionally to be able to address that?”

And so, once again, same thing, where the person is actually sharing the answers to that exam. Now, when you bring that up, then you will already have a preordained conversation about, “Hey, Pete, we did talk about it, and I sense this happening. So, as we agreed, I’m doing X and now it’s, ‘Oh, okay.’” So, it softens that transition.

Pete Mockaitis
That’s handy. That’s handy.

Craig Dowden
And I think for all of us, I mean, as a lifehack, it’s a wonderful opportunity, personally or professionally, to talk to the people in our lives about, “How do I best perceive feedback? How do I prefer to give feedback? What’s the best context? What’s the safest environment? And how can I best share those feelings?”

So, as another example, you can say, “If there’s anything that’s in my approach or what’s happening that’s provoking fear or frustration or disappointment, please raise your hand because to maximize the impact of this discussion and really leverage the power of what we’re doing here, we want to ensure that those emotions are minimized. They may not be eliminated entirely. Our job, collectively, is to figure out how to minimize those so we can have a safe discussion and really talk about what matters. So, in order for us both to get the most out of it, this is what we need. So, anything I can do to facilitate that, let me know.”

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

Craig Dowden
I’ve really appreciated the questions and the comments and the exploration. And I think, to me, the most important piece is the research shows that the vast majority of us desire feedback. We want to receive feedback. We want to figure out how we can stretch ourselves and grow. And so, for us, as feedback providers and receivers, it’s critical to develop both of those skills. And, again, I think, to me, the research in that is so important, that in order to be effective, we have to excel in both and be really committed to doing that and being curious explorers when we’re fulfilling both roles.

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

Craig Dowden
Favorite quote. I’m not sure if it’s a quote. Maybe it’s a practice. Something that I think is really powerful for me is around, “The answer is always no unless you ask the question.” So, it’s something that, for me, personally, as well as a lot of clients that I work with, sometimes we can put up artificial barriers and assume there’s going to be a negative, like, “No, this isn’t going to happen.”

And I feel like it’s so empowering for us to recognize that just by asking the question, asking someone to be a guest on a podcast, asking someone to interview, asking someone to have a coffee to discuss a business opportunity, if we don’t allow ourselves the opportunity to play the game, then the answer is going to be no, and we’re going to have a losing hand. And so, to remind ourselves of the power in asking questions.

Pete Mockaitis
You know, what I like about that is, it’s sort of like there’s a guaranteed zero percent chance if you don’t ask. And even if you’ve upgraded yourself to a 1% chance, you know, divided by zero it’s like an infinite increase.

Craig Dowden
Exactly.

Pete Mockaitis
It’s not like you’re ten times more likely to get a reply, or infinitely more likely to get a reply, in your favor even if you’re only going to like a half a percent or 1% chance. And I’m impressed. I think one guy, I did a big blogpost, I don’t know, on a different website. But he reached out to just tons of people, and say, “Hey, do you want to talk about consulting over coffee?” And he had a very detailed notebook about who to reach out to and what the results were. I was like, “Whoa! Tell me, how often do people say yes?”

And he had computed, because he reached to like more than a hundred people, it was like 28% of folks said yes to a total stranger to like chat with him about career stuff. And that was mind-blowing to me. Like, on average, if you ask four strangers, you’d expect one of them to say yes. That’s pretty cool.

Craig Dowden
It is. And I think, again, a wonderful piece of reflection for us around, “Okay, how much do I get in my own way of advancing the goals that are most important to me? So, if I’m okay with receiving a no, then that’s okay. Then I think that’s wonderful, and so why not, right?” And so, I would rather, I feel it’s important that we remind ourselves that it’s better for us to put it out there and then be told no, rather than not do it, and then you get zero percent, as you said, and 28% of people like to help. That’s the other really interesting thing.

When you ask people, “Do you like helping other people?” Most people say, “Yeah, it feels good and I try to do that as much as possible.” Yet, we can be really reluctant to ask other people just, again, to talk about consulting, or to talk about how to be an effective leader, or to build a great podcast, and then we’re eliminating particular potential resources for us to learn from and grow relationships with and thrive.

One quote that did come to mind, to be able to circle back to your question, I remember interviewing Jim Whitehurst, the CEO of Red Hat, and so they just finished, I think, the largest acquisition ever, multibillion dollars. And he talked about, during his time, he said, “People have an amazing capacity for forgiveness if you give them the opportunity to do so.” And I thought that was very powerful as well.

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

Craig Dowden
Oh, that’s so challenging. Every piece of research, to me, there’s just golden nuggets. I love the one which showed that empathy is the third strongest predictor of executive excellence. So, that was done by the Management Research Group. So, the third strongest predictor of executive excellence out of 22. And then it was the strongest predictor of ethical leadership out of the 22. And the top two were strategy and communication.

And so, I think what’s really fascinating about their research is not only is empathy the third strongest predictor of executive excellence, you can make a pretty compelling argument as to empathy informs our ability to think strategically as well as communicate effectively. So, I feel like the fact that empathy is either directly or indirectly related to what I call the holy trinity of executive excellence. I think that’s really, really powerful and, especially, considering how empathy is going down.

Our levels of empathy are reducing on a pretty substantial rate, and it’s been identified as a key competitive advantage for organizations and executives, so it’s this really powerful piece of research which I love to cite and talk about.

Pete Mockaitis
Wow! Do you recall the author, journal, article?

Craig Dowden
So, it was out of the Management Research Group, so they’re in the northeastern U.S., and they had a whitepaper attached to it. So, they sent me some of their individual data as well. So, they have whitepapers on their website. It was over a half a million people contributed to that. I referenced a study in one of the articles I wrote for the Financial Post. So, they have one internal whitepaper, so they have hundreds of thousands of 360 feedbacks of paper on, and that was a really compelling study that they put together.

Pete Mockaitis
Fascinating. Thank you. And how about a favorite book?

Craig Dowden
Wow! So tough. Anything by Dan Pink, Adam Grant, Marshall Goldsmith, I think is exceptional. One book that I love to refer because it’s relatively unknown is by William Ury who wrote “Getting To Yes.” So, a lot of people know that book. My favorite of the trilogy that he wrote was called “The Power of a Positive No.” And I just found the concept so really compelling in terms of its application and execution.

So, essentially, what his argument is, and he does a lot of the toughest international negotiations and crisis situations, and he talks about how people are generally awful at saying no. And because we’re so afraid of hurting someone else, and so either we do one of two things. We either avoid the other person, or ghost them altogether, or we just say yes to things we’re not prepared to do.

So, in his book, he provides this really awesome methodology to be able to deliver a positive no which basically goes, “Yes. No. Yes. Question mark.” So, essentially, “Hey, Pete, I appreciate that that’s really important to you. The timeline for me is not going to work because of these competing commitments. How about we do X?” So, it’s, affirm the other person, affirm my own position, and then propose a solution with a question mark, say, “Hey, I’m prepared to collaborate,” and it’s just absolutely golden.

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

Craig Dowden
Tool? I love StrengthsFinder. I find doing a StrengthsFinder is really powerful and I love having access, I subscribe to HBR, so I love, I have to say, I really enjoy getting the articles, blogposts that come through there.

Pete Mockaitis
And a favorite habit?

Craig Dowden
Wow, a favorite habit. I would say there’s a great book called “The ONE Thing” that was written by Keller Williams, the real estate…

Pete Mockaitis
Oh, yeah.

Craig Dowden
And it’s amazing. And so, I strive to, each day, say, “What’s that one thing that if I do it will move the needle more than anything else?” And so, really be focused on the one thing, making sure by the end of each day, I have done my one thing.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks that they say, “Yes, Craig, that’s brilliant”?

Craig Dowden
I think the power of the positive no is really powerful. I think, really, the importance of letting go. So, the power of “I know.” So, when I have discussions with people and they have a conflict with someone, again, personally or professionally, I’ll say, “Okay. Well, have you talked to Pete about this?” “No.” “Well, how come? Like, what was…?” And then they’ll say, “Well, I know how he’s going to respond.” And I’ll say, “Okay. Well, how do you know that?” They’ll say, “Well, I just know, okay?”

And I’ll say, “Okay. Well, have you tried to approach him about this topic and then he shut you down or a similar topic and he reacted this way?” “No.” “Have you ever been in a social setting where you’ve observed him react in that way?” “No.” “Have you heard third hand, like around the watercooler that he’s done this?” “No.” And then it’s, “Hey, you know what, are you sure that he’s going to…how do you know this?” And I think that’s really powerful in terms of challenging our own insights.

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

Craig Dowden
CraigDowden.com is the best way, and also @craigdowden on Twitter, and you can use my name on LinkedIn.

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

Craig Dowden
Well, I would say to think about the impact that you want to have on the world and each day, both in any organization or community that you serve, and be mindful of what your core values are. And at the end of every day, sit back and see the degree to which you’re living your core values. And a lot of my coaching clients, I do it as well, do a quick five-minute take on, “Hey, did I do today what I set out to do? Am I living my values every day?” And a lot of research shows the better we are at accomplishing that, the more effective we are and the more likely we are to achieve our goals.

Pete Mockaitis
And happier, too, I imagine.

Craig Dowden
And much happier, yeah, exactly. An added bonus.

Pete Mockaitis
Certainly. Well, Craig, this has been fun. Thank you and good luck in all your adventures.

Craig Dowden
Thanks. Well, I look forward to going back to our performance review and staying in touch. So, I’ll commit to that.