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434: Building People and Killing Policies with Guy Pierce Bell

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Guy Bell says: "Every business has one thing in common when it fails. And that's too many policies to correct behaviors."

Turnaround artist Guy Bell shares hard-won wisdom on why and how to establish the right number of rules for teams.

You’ll Learn:

  1. How modern businesses value processes over people
  2. The problem with budgets
  3. Guy’s process for people building

About Guy

Guy Bell is an executive with decades of experience turning around struggling businesses. He’s also started up new businesses, acquired and on-boarded companies and led green field growth. He has held leadership roles in a wide variety of organizations, including equity-backed investments, public-traded companies and family-owned businesses.

In each of these situations, Guy challenged himself with one simple question: “How can I empower my team to meet their full potential?”

Guy is the author of Unlearning Leadership, which was named one of 10 leadership books that should be on your radar in 2019 by Inc Magazine.

Items Mentioned in this Show:

Guy Bell Interview Transcript

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

Guy Bell  
Thanks for inviting me, Pete.

Pete Mockaitis  
Oh, I’m excited to dig into your good stuff. But first, I want to dig into your background. You were previously a singer-songwriter. What’s the story here?

Guy Bell  
I grew up in Minneapolis, Minnesota, and my big dream, as a kiddo, was to get on stages and sing around the world. But ultimately, at that time, it was Minneapolis. And that was the world I was living in. And I had a real fun experience getting a chance to sing and record out at Paisley Park, Prince’s Studio, and you know, playing his bars in town or his bar at the time and other places, and really enjoyed that early experience. And it really has been oddly foundational for my business experience.

So that was a definitely an early kind of love that I figured at 18 years old. What do we know, right? But I knew then I was going to be a singer for the rest of my life. And here we are.

Pete Mockaitis  
Well, I’m intrigued. And in what way was that foundational for the rest of your business?

Guy Bell  
You know, I kind of started off writing about this when I was getting into management. And I just look at the business world through the lessons of jazz, like there are no such thing as mistakes. You just play off of whatever kind of note you’re bending, if it’s not quite as you thought your finger was. And you learn to unlearn.

So in jazz, and when people become the best at their craft, they no longer play scales; they play the feeling, the mood, they know what a key they’re in, they understand the games, the rules of the game, and then they let go of that, knowing if that makes any sense. So that applies to business beautifully, in my experience.

Pete Mockaitis  
Well, so now, what I love about this, is you’re sharing some things that might feel a little softer, there. But your credentials are pretty smashing when it comes to your work as a turnaround artist. Can you tell us, what do you do there? And what are some of the coolest results you’ve generated there?

Guy Bell  
Yeah, it is. It is strange, and it does feel soft. In fact, when I first got into managing, that’s usually the feedback I got: it was too soft, and I cared too much. And I needed to learn to toughen up and all these silly things that didn’t make any sense. Because over the years now, as you said, I’ve run publicly traded, privately held, equity-backed companies. And I’ve done it from taking these businesses that were run by people with the school of thought that said, “It’s not personal, it’s just business.”

And I came in at that one, though, it’s wildly personal. And it’s not just business, right? And so, you know, most of my turnarounds really, in this concept of the premise of who’s going to turn this around, but the people doing the work, and what are the common threads of what businesses miss, because they overmanage, they over-process out of fear

and out of a desire to manage risk, kind of overcontroling behaviors, and actions and they create policies to correct behaviors, and all these things that feel normal, because we have a good hundred years of doing this silly overreach for good reason.

Because people do make mistakes. People do take risks that are unwarranted. But what I’ve learned, I guess, Pete, and to kind of put it into a few bite-sized chunks, is I’ve learned something called Four Rules of Flight. And if you look at it from a business perspective, there are a certain number of rules that would relate to if you were flying a plane. So as an example, the four rules in flight are weight, lift, thrust, and drag.

If you take off, and you don’t have four rules, but you put together three rules, you have a car that looks like a plane. And if you’re there, and you add a rule—a fifth rule—you will crash. So when you look at business on a micro, and then on an individual level, and you understand that process matters, that there needs to be enough structure, enough of everything, but no more. What happens when we decelerate or we lose control of our business is, we don’t have enough rules.

And then conversely, which I found to be true in almost every turnaround, is people were over managing out of fear. When we start failing, we start judging. We start judging, we start applying more rules and regulations and structure, and we lose that ability to say when people are unleashed to reach their full potential, to give outstanding service, to come back and authentically say, “This process stinks. It’s not good, it’s not effective. Can we do it this way?” We don’t have those conversations anymore.

So that was one of those signature lessons that are pretty much universal. Another one quickly, and I’ll use what I’ve found to be one of the more controversial companies in America today, and for me, it’s a great lesson, and you could be controversial and still do it, right? And that is Amazon , “Day 1, Day 2”. He said 20+ years ago, if we don’t run this business every day like it counts, “Day 1” thinking, we will eventually become a “Day 2” company, which means at some point, it may take longer for a large company — and shorter for a small company — but we won’t exist because we’ll be managing out of fear. We’ll be keeping people from people.

And those kinds of philosophies have governed for better or worse, depending on how you perceive their culture, but it’s one thing above all else. And that is authentic. He knew that then, and he’s applied that year after year after year in his growth, and it’s a signature to his success.

I’ve found the same things to be true in every business that I work in, where we get caught up in belief systems that are unproductive, but they keep us from undue risk. And therefore we keep trusting that process more than we do the people, and that equation doesn’t work.

Pete Mockaitis  
Wow, Guy, this is riveting stuff. And it really feels like you’ve got your finger on something quite real and important and sensible in terms of just the reactionary with, you know, failures and mistakes leads to judgment, into fear, and to rules and processes and policies.

And so could you maybe share with us a story of a turnaround you went to, in terms of where were they, kind of in terms of financially, and the lay of the land? What did you do? And then what did they end up with financially in terms of results afterwards? Just because I think there’s some listeners who think this sounds almost too good to be true. Yeah, so add a dollar sign to this, please.

Guy Bell  
Yeah, so if you don’t mind, I’ll give you a bite of a couple of different situations. So one of the turnarounds—I was brought in was equity-backed investment. They were losing money and didn’t know to what extent. I was brought in to help them grow the company. And as it turned out, within a month or two, they weren’t ready to grow; they were actually ready to fold. And so for the first six months in that business, what we did is we got our arms around, “Do we have the right people in the right seats? Are we working on the right marketing strategies?” and you just go through the nuts and bolts of the business.

And we made adjustments to include the CFO, who was unwilling or incapable — probably a bit of both — to give us timely penals. And we were missing, you know, elementary parts of the business. So it’s really very tactical in that way, where you just kind of look through all the systems processes, you ask the question of, “What are we missing?” What are you missing that you need to get from us as an investment to improve or as support to get the right information at the right time, accurate, complete, decision making-ready?

So we did that. We turned it around that time. I won’t name the equity firm, but they were managing $3 billion, we were a small investment, they were ready to leave it and walk away because it was frustrating. It was losing money. As I mentioned, we turned it around and sold it for $64 million within two years. And so the keys of that, you know, turn around, our signature. And I’ll give a couple of examples that play out the same way.

I was asked to turn around a nonprofit university, 150-year old university based out of San Francisco. And when I came in, at first, it was a nonprofit looking to sell or exit out of being a nonprofit, because it was not having success. And for whatever reason, they believed that somehow selling would magically make it successful, as opposed to getting the right management team.

So I came in to that organization, after several interviews, and same thing, we couldn’t make payroll. We were a $75 million company, couldn’t make payroll. And so I went to the board and just said, “Look, nothing personal. And it’s not my ego saying this; it’s really just true. I need to have control of your marketing right now.” And at that time, I was hired to help turn around the company, but it was a role as a vice president or Senior Vice President of Operations.

Anyway, fast forward, we got the front end fixed, which is usually one of the problems, getting the marketing right-sized and getting the sales process in place. That was required to improve results. And in both cases, we got a better cost per successful acquisition. And we improved performance broadly over the 10 businesses, and specifically by individual, because we just looked at the darn data, right? And we didn’t go after chasing numbers.

We actually built into every person, which is a real shift in in most businesses, is they start managing to a number which is by itself stupid. They’re nice people and smart, but they’re making a stupid decision. As I learned over time, there’s some of the smartest people I’ve worked with that use a budget to kind of “drive performance”, as opposed to understanding the input, what is happening by individual salesperson to be effective. And how do we, as professionals, help each other, in that case, individual, improve their performance?

If there’s five kind of points of workflow, do all five work for that person? Are they effective at all five? And that is the work. And so we have to look at that accurate data every single day — sometimes, throughout the day, to ensure that we’re coaching, developing, understanding our business at the incremental level.

So fast forward, all of that to include kind of rebuilding into the talented people that were at that particular model. And actually, this is true, in almost everyone: the people that were kept from being effective leaders, whatever the work could be, just above an individual contributor, all the way up to running a business unit, what usually kept them from their potential was threats.

People were afraid at the executive level, of the critical feedback or whatever that caused this disruption, this ease of relationships. And so you just went back out and met everyone and re-engaged on a human level, rebuilt some trust pretty quickly, and unleashed them, you know, just said, “Look, I trust that you’re going to get this done the right way, let’s just do it transparently. And together. And there’s no judgment.”

And you know, 18 months later, we sold it. 18 months after selling it, they sold it again, for $275 million, I believe. And when I started it, it could have gone bankrupt in the next three months. So, really good outcome there, in both fronts, and in terms of the first sale and the second sale.

And I guess I could go on for a few more. But ultimately, I could even tell you a story where it didn’t work, if you like, but when it does work, the basic elements are, you know, pretty common.

So it is very detail-oriented, it is very kind of, what is in the weeds of every individual. I use a concept called “Every person counts, every day counts”. And when they don’t count, you have one too many people. Or you have the wrong person. So don’t hire one too many people. I don’t care how successful you are. Everyone wants to count. So therefore, for crying out loud, why not set the scene to make damn sure they do? Does that make sense?

Pete Mockaitis  
Yes, that’s good. That’s good. All right. So that is well-established in terms of reporting to some true results here, from these perspectives and philosophies. And so then, I want to hear a little bit about that perspective of not managing to a number, but instead of building into a person. Can you unpack that concept for us a bit more?

Guy Bell  
Absolutely. I mean, one of the crimes was—I was working in a publicly traded company. And there was — and this is common, but I’ll just use this example. So there was a board budget that had cushion. And then there was a top upper management executive plan that had a little less cushion. And then there was an operating budget that had no cushy. And in some cases, if we wanted to drive, “the result”, we made it really difficult to achieve their goals, which by itself, is one of the fundamental flaws of why budgets are nothing other than predictive ways of understanding the cash flow for investment.

But having said that, that kind of mindset of doing that makes it virtually impossible and demoralizing to an operator, often not always. But when it does, that, by itself is a really silly model to use as a performance model. So I say just all that crap away, and work on every individual, every single day, on whatever those process, key elements of success are, whatever the sales process is, and stay with them. You will get the outcome that you earn by the activities that you produce. You will come to those activities you produce with a kind of on-fire, more excited approach, when you’re coached on getting past the routine of memorizing a script, or doing what I tell you to do.

But instead, taking what we talked about, that is important because we know what works and making it yours. And that just takes more investment. It takes a little more time, it takes really good listening and studying that person to say, “Gosh, they stink at the memorized script in their voice. Their approach isn’t going to work the way I want it to work.” So let’s figure out another way to approach this part of that sales funnel communications to ensure that they’re authentic, coupled with they’re getting the right result for them.
And then ultimately, I’ve learned, I show people the budget, I talk about our goals, and then I teach them how to throw them away in a sense of what the baseline is. Now go after every single person, every single one…that we were off 20% over our budgets or routine basis, when they were decently laid out. And I would fight hard in those situations where I wasn’t the one making the decision, to ensure that it was rational, so that we could actually overachieve when we do what they don’t see, because that’s not how they think about budgets and performance. But we do. And we would outperform them routinely.

When it was my decision, I didn’t purposely give a lay down in the budget. I just said, “Here’s what we need to accomplish, we need to see some growth in these areas, and then we train into the fact that we want you to be successful. We want you to exceed what we need to invest, to reinvest what we want to see out of our growth this year based on macro data.”

So I hope that’s helpful. But budgets have a whole host of problems that we need to kind of unlearn and relearn the real value so that we can incrementally build into talent, into the business process, into authentic engagements. And I found that to be difficult to do when people feel like, “Dang, I gotta hit my number, I’m getting on a call every day or every Monday and getting beaten up, because my people are not performing the way that they should.” And it’s all driven around hitting a number versus kind of building the individual up.

Pete Mockaitis  
I see. And so then it sounds like if you’re focused mostly on the number, that’s not really helpful in terms of having a person improve. So I guess if it’s like, “Hey, I need you to have, I don’t know, 40 new customers.” “Yeah, got 31.” “Get better!” That isn’t quite as handy.

“Okay, so here’s the five activities you need to undertake in order to acquire these customers. Well, let’s take a look at each one of them and see how it’s going.” So could you maybe give us an example of how it’s done in practice? Maybe it’s with sales, or maybe it’s with another type of contributor, but I think I get a taste for a breakdown and the process of doing some people-building in that way.

Guy Bell  
Absolutely. So I’ll give you a couple of examples. And I’ll stay with sales for now. One is I took over a company that was losing money. We ended up selling for six times EBITDA, which was a nice exit for a group.
They were losing money, we turned it around pretty quickly, we did it on the back of this exact idea. So we were converting an inquiry to revenue, basically help it be agnostic. So any model can apply their own kind of metrics. But we’ve converted, we’re converting at about 5.3 or 5.4%. And in this business model, there are five numbers, and you can play games with them all day long.

But ultimately, you can’t play games with as you spent this much money, and you have this outcome. And so what, with this money…

Pete Mockaitis
This outcome we’re talking about, like a marketing investment, correct?

Guy Bell
Correct. Yes, this investment of $20 million earns 9,525 new customers. So there is an equation there, and then ultimately, in this case, it turns out to be about a 5.4%-ish conversion rate. So that wasn’t great. Maybe even, you know, weak. Then there’s another factor where we’re buying, you know, eyes and ears and interest. But we also want to earn it through relationships, right? So we built a model quickly, and we trained on it, to talk about the keys to making kind of this process work better.

And we budgeted to say if we don’t get any better at that equation, meaning the conversion from a cost of acquisition, to meeting a customer, new customer and marketing, to a revenue, we made the decision to say, “Well, let’s keep it at the 5.4.” We may have put in two tenths of a percent, whatever we did, but something small when getting the 7.6%, purely on not focusing on 7.6%, or hitting a number.

What we did is we shifted the entire process. We weren’t using the data, right? So we put the exact data in, we understood it on an individual basis. Throughout the day, throughout the week, every call we had, we reviewed it, we’ve talked about the building blocks. We didn’t talk about… we had them learn to, say, if your funnel of five key metrics are working the way you want, or aren’t, what are you doing about them? And what are you doing them about them by individual?

And it’s just that process of learning to talk about that engagement at a deep level. And as you do that, people are kind of learning new muscles, learning to practice in a little bit more concrete way, versus, as you jokingly said, Pete, but it’s the truth. I’ve seen it, unfortunately, too many times where people are like, “If you don’t hit your number, we’re going to have to let you go.”

And so what kind of training have you been doing? And most people insist, “Well, I’ve done a ton of training,” and they said, “Well, let me sit on the next one.” And they think it’s trading, right? But they’re not really getting into the weeds of sitting down and listening to that part of the process. So let’s say it’s a phone call converting to an in-person, converting to a “I’m in” and they sign a piece of paper saying I want to do this.

And then it converting into, you know, revenue, which is there. They’ve stayed for five days in our business, and they’re excited to be with us, right? So in that business process, we get caught up in in too many things that are trying to get to that number, because I’ve got to make sure that 8 out of 10 of them show up, and that they stay for whatever number of days are for the requirements to hit their number.

So getting out of that mindset to, say, when you set the right stage, you do it the right way. You sit with people individually, and you understand how this works, and you get them excited about doing it right. And when they do, — and I know — the results improve. They may not improve the same for everyone. Of course, they never do almost. They improve for that person because you’re helping them get better. And once that success happens, which in most sales cycles, if you’re unlucky that your sales cycle is a year, then it’s pretty difficult.

But if your sale cycle is daily, weekly, in a month, you can really see shift in the thinking quickly, just by the evidence alone. But usually, people at first resist a little bit, because they’re the smart person and they want to do it their way or they feel like they’re a little vulnerable, because they’ve never really gotten into the weeds and sat down with an individual and had to shift their thinking of what should be done because they were good at it before. “You should be doing what I tell you to do, not with naturally you’re coming to,” right?

So it’s just going to help them do that over and over again, you know, measuring how they do it, saying, “Hey, it looks like you haven’t really made any improvements here. Let’s talk about it,” and you kind of go through it again. And then when they have a success, then you give them the praise. And you tell them, you know, they deserve to be here. And that is it’s working.

So stay the course and they get a couple wins. And now they’re heroes. A few cases. One case in particular, there’s a guy in Ohio that was mathematically successful, and yet, just under his number, because he was managing two numbers. So he wasn’t my direct employee. But I brought a team out to sit down with them. And we walked through each of his team members and their performance.

And we talked about, you know, what’s working and not working. And he felt threatened at first, because he felt like, “Well, gosh, I can see what the company does. Why are you coming here and talking to me?” And so after we get done, he had his numbers for the next six months. So it wasn’t about hitting the numbers. It was about, don’t stare at the number, because you just miss it all the time. Does that make sense?

Pete Mockaitis  
Oh, yeah. But what’s so intriguing here is that… but this doesn’t sound like revolutionarily brilliant. It’s not. Like this is sort of what we’ve always should have been doing. But soon enough… it really is cool. This brings me back to one of my favorite cases when I was consulting at Bain and Company.

I didn’t think it would be a fun case, but it really was quite fun. There were call centers, and they had a problem with attrition. The call center representatives were quitting way too fast. Now, attrition is high in that industry, because that’s not a really fun job for most people. But it was way higher for our clients and even sort of the industry norms and standards.

And so we found a lot of the same steps in terms of, first, we had to clean up the data. Like we didn’t have reliable attrition data. It was it. So no one believed it or trusted it or regarded it. So it could always be sort of just put to the side, like, “Oh, you can’t trust those numbers.” It’s like, “Well, let’s make it so we can trust them.” And so that was kind of my roles. Like we were just getting down to these details. “Alright, day by day, every day, someone is going to tell me, ‘I need these six call centers; how many people quit?’ ‘Month by month, this is what the attrition numbers look like.’”

And then all of a sudden, it’s like, “Hey, you had a great month, what did you do?” “Oh, well, we tried this incentive thing.” It’s like, you know, what, we realized was that we had some supervisors who were just real nasty, and quit way faster than the other supervisors. So we noticed, and we replaced them. And yeah, it was just sort of like, there wasn’t like one magical silver bullet we discovered in terms of, “Oh my gosh, people love candy Fridays.”

But there’s just lots of little things, like, “Hey, what are you doing? Oh, that’s a good idea. Maybe we should do some of that. It’s a great job.” Those numbers are really moving somewhere. And they trusted it. And they had visibility, because more and more people, it was kind of fun that they kept asking to get added to my list. It’s like, “Oh, sure, thank you. I am the keeper of the attrition numbers,” which is funny because we’re an outside consultant. Like, they didn’t have their own attrition numbers they could trust.

And so, it’s amazing how I hear you. I guess the resistance is, one, it’s a little bit more time, it’s a little bit more detail that you’re getting, maybe an executive doesn’t feel that he or she should have to get into this level of weeds or whatever. But you’re saying, “Yes, in fact, you do.” That’s how it’s done?

Guy Bell  
Yeah, you have to. And what everyone has in common, even the smartest of the companies with PhD analysts and people that you used to work with, and probably are just fantastic at gathering data. But are we getting the right data in the right way? Are we testing? Are all the other links broken? Are they not broken? And can we not do it? Does that person know where to go when someone’s watching, to say, “We’re pulling data from 15 sources, inevitably, and every 90 days, if you don’t test it, something breaks, and all of a sudden, you have to visually catch it,” versus having some way of making sure that your data is your life?

And when it’s accurate, it does change radically. So it’s not a very soft thing. But it is the beginning. You have to make sure you’re looking at the right information exactly to your point. And you said something that is just absolutely the truth. And what I find to be kind of fascinating is we over engineer, we overthink so many things to the point where, “Well, we got to figure out a way to save on costs and get a better process. And let’s go analyze,” we brought in, you know, companies like your old company, and we spent 10 million bucks.

And we learned the same thing: some of us already knew not to say that it wasn’t smart. It was smart, but you can’t decentralize a few things. But you can on the numbers, meaning, if it’s a high-touch business component, the business process, you’ve got to know the difference on some level, you got to make a bet on something. And I would say that’s where we lose traction.

Often in business, around efficiency is when we overthink the power of the human potential, the power the human being. And we try to find a kind of a Tayloristic Ford Model back 100 plus years ago that, now, is agile workflow. And all the amazing feats we have now is just outstanding process analysis and distribution of this great wisdom. But it only goes so far, if that makes sense.

And at some point, you have to be human again, to kind of really understand the power of that detail showing up in a conversation, in a kind of a lengthy understanding, of you know who we are and this and that, then it’s very easy to discern. Do you fire someone? Do you say goodbye? Do you move them somewhere else? Or do you stay the course?

Pete Mockaitis  
And to that story with that 5.3% go into the 7.6%. So were there was it kind of the same kind of a concept? Like there wasn’t one or two silver bullets? Like, “Aha,! We just have to do this.” But rather, maybe dozens of tiny discoveries associated with when you follow up. Don’t say this, but you say that it wasn’t like that?

Guy Bell  
Yeah, absolutely. And in fact, you know, I replaced a few people, as you know, often happens. But in this case, one of the most brilliant minds I’ve ever worked with, because he could do all the coding, he could study all the data, he could go in and write code, he could get into the back end of the website. All these things that were important, but I couldn’t do it myself, I don’t have all those skills. But he did. He would trust the data at the cost of the people.

And then I had a salesperson that would trust the people at the data. So yes, it was a dance, and we all learned, in a very fun way, when we kind of respected each other’s gifts and talents. We learned that this dance of it all matters. If you take any one of these things out, it does hurt the business. And you know, in some cases, I know how they perform after I leave. And I know a little bit, not always, but often, about what happens once they move on.

We stay the course of getting better and better at that. There’s been multiple exits since I’ve left some companies, and that’s exciting. But often, what happens is they go back to the behavior that is all data, or all hitting a number, or all kind of one-dimensional, because what should be this way? “There it is there. Therefore it should be here.” And they oversimplify, and then God only knows why they come to those conclusions. But it’s wrong. It does take a whole host of different subtle elements, and the data will point. But it will not do as you know. But you gotta get good data points, because it does help with time.

Pete Mockaitis  
All right, well, so given this thorough backdrop, What are the four rules of flight?

Guy Bell  
Yeah, weight, lift, thrust, and drag. Yeah, that’s the flight in business. If you look at it at a micro and macro level, every business has one thing in common when it fails. And that’s too many policies to correct behaviors. Free people up. And the only way you can do it, there’s only one way, is you have to trust that people are going to make mistakes, and that the mistake isn’t going to kill the business. That therefore it can be one less, until it’s that business killer. Again, back to there’s no one solution; every industry will have different rules. But if someone doesn’t pay attention to that, it is the beginning of the end.

So I would argue, one of the most important positions possibly in business is not someone that’s an executive, or a manager, or even an individual contributor. They’re all important. But maybe the most important thing to learn about four rules of flight is someone needs to say, “I give a shit—” excuse my language, “—about four rules of flight, and our business model, of whether it be oil and gas or education or retail, and it’s digital and ground.”

Some of them ensure that we’re staying true to the fact that we want to make the biggest decisions possible at the closest point to a customer that we can. And if we stay true to that someone, better yet, say, we’re going to tell the lawyers that are saying, “No, no, no, we had that risk. And it cost us X number of dollars because we had three lawsuits based on that behavior. Therefore we’re creating a rule, and then we kill the potential of making a mistake,” for sure.

But we also kill the potential of changing a customer situation, for sure. So to me, we measure the wrong things. It gets ridiculously complex, when you try to measure all of this additional kind of wonder state of what happens when you don’t know the unintended consequence. You may take your 55 lawsuits, which is usually what I walk into, and bring them down to zero, but at what cost? And 55 lawsuits came from, in their minds, too few rules. Not always the case, but often, there are too few rules, or they’re not the right rules. And perhaps they’re just simply bad training.

Perhaps you’re not setting the right stage to say when you have the freedom to make that decision, individual contributor working on a customer engagement, and they say, “As a customer, I’m not satisfied with this experience.” And you say, “Well, let me help you resolve it.” When you have that power, do you really know how to resolve it? And the answer is often no, but don’t give up on it; get better at resolving it, so that the customer gets a just-in-time answer.

The employee gets to expand their talents and contribute at a higher level, and therefore feel really good about solving something. This day and age, we often say, “My manager needs to talk to you,” and then no managers there. You know, all the goofiness that takes away their power? That’s just crazy.

Pete Mockaitis  
I hear you there. All right, so the four rules of flight then is not rather, “Hey, here are four key principles,” but rather the concepts that are in flight, they’re exactly four rules. And obviously in your operation, you should have exactly the right number of rules, correct? Not too many, not too few. Okay, most have too many. So we talked about budget troubles, what are some other rules or policies or traditional practices that you often see, just need to go?

Guy Bell  
Don’t create a culture; there’s no such thing. There are people that have PhDs in some form, and they consider themselves to be culture experts. What I’ve sadly learned, because I’ve made that mistake more than once, is a culture is a reflection of us leaders. And this is ultimately, even on a macro scale, a reflection of all of us. So we co-create culture. Culture is primarily driven in companies by behaviors at the top. And the irony of those four rules, kind of lessons, the four rules of flight, it would be, you know, one, too many policies. Two, your thoughts need to match your words, need to match your actions.

And when they’re misaligned, your business will fail. It may not fail tomorrow, it may not fail obviously, but you need to be aligned. And most companies choose to have a boardroom mentality, meaning what we think, and in the boardroom, most executives are less than kind. But you know, the kind around results that are positive, but not always. But they get down fire about, hitting our numbers, hitting our quarterly results, whatever these things are. And then we go sell the customer on the other side, a story of our business that…tries to make everyone feel good.

And then we go tell our employees a story that an HR department or an OD group comes in and says, “You know, well, they’re not too happy. Let’s go create a happiness poster.” That’s not the way it works. And it may be, you know, a good selling point for a minute or two years or five years or 10 years. But ultimately, either don’t have any of that crap and, you know, walk your walk, meaning if you’re an owner of a company, get a stable top management. It starts with them. They need to be able to say, “You know, what do we believe firmly?

“What are we communicating to our team? And so they can believe in it with us. And it’ll inform our execution, if we do that beautifully, elegantly. Regardless of if we’re kind of driven and we’re dehumanizing or not, the greatest people in the world, then damn it, stay the course.” Be who you are, as a company, as an individual group of owners, leaders, whatever that structure is the top. And then I would say, conversely, another really big mistake is not empowering everyone to become an expression of what that is, once you have a clear definition of, you know, by practice of how you look at your customers, how you’re kind of looking at one another and interesting in the conversation and empowering or not, right?

So whatever those variables are, that is the culture. And then from that place, really, how do we get into the individual contributor, a way that they can relate to it, however they are, wherever they sit, whatever they do? They matter, they have to matter. As I mentioned, if it’s one too many people, then don’t have them there. But if they’re there, they matter. So the culture is their expression in that exact same way with a different impact, but an impact all the same. So that’s one of those rules where I routinely… I’ll use an example.

I write about this, you know, you look at a company that everyone would have bet that 20 years later, Whole Foods would have been the most lovely place to work and the most beautiful culture because of how it began. It was the first of its kind, too unskilled to do what they did. And then you look at Amazon, who purchased them, was not known for being the most interesting guy to work with in terms of, you know, happy culture, and you know, feeling good about ourselves, but he’s executed at a very high level. And for better or worse, to my knowledge, they’re pretty well-aligned.

And so, two years ago, when I was watching this acquisition go through, and I kept thinking, because I know a lot of Whole Foods folks and I’m a consumer of both products. I quit consuming from Whole Foods, because it just became an experience that I felt, as a customer, was out of alignment. And I consumed more, frankly, from Amazon, who I felt like, you know, I read the articles, and I knew some of the backstory about what it was like to work there and stuff.

But it was authentic. No one walked in wondering what the experience was going to be like. And I remember reading an article that the founder and owner at the time of Whole Foods, said he met with Jeff Bezos, and we’re excited to come aboard. And he said, “Really, the difference I learned from Jeff and his company, was that I cared too much about people.” And I thought, “Dude, you have it totally wrong. You just you had it on a bunch of posters that you cared about people; you didn’t actually care about people.” And I’ll give you one more example of that exact lesson, I was running a publicly traded company.

And the CEO was an executive. The CEO came up in front of everyone in the management team and said, “You know, guys, we’ve got to get this turned around. We need to get people to feel like we care about them.” And I said, “Then just care about them.” And he said, “Well, what’s the point? What point do you want to you make?” And I said, “You said you want them to feel like we care about them, then don’t say that you don’t care about them. But if you really want to care about them, just care about them.” And he looked at me like, “Who are you?”

And we got to know each other well after that, but what’s happening is, I want you to feel like you have a voice. Do you want to have a voice? Do you really want respect? Either way, you don’t get to choose it. So that kind of thought process crops up, and then all of a sudden, it becomes you know, Whole Foods failing miserably. Because the thousandth time you say you care, but you don’t care, people trust their limbic resonance. Their body screams, “Man, this dude is not here for me. He’s not the person that created this company. I’m sure he’s a fantastic guy on a personal level, but he got caught up in something that was a concept not embedded into the fabric of that company in a way that everyone learns over time to trust the truth beyond our words,” right?

So aligning our thoughts, our words and our actions are critically important, too. Everyone counts; not some people, everyone. If you leave that, you’re in trouble. And then another one, it always starts with you. Always, not sometimes, not most of the time. So that means every janitor, every kind of entry level employee, everybody counts. And starts with you. You can change a company, you can change an experience, you can change a process. You’ve developed ways, but ultimately, you have to come in and say, “I’m not going to blame anybody. If I do that, I’m going to leave. But if I’m going to be here, I’m going to invest fully in what I have control and power over. And then I’m going to try to influence what I can see, feel and experience. And I’m going to do it in the most positive, affirming way. But I’m going to do it.”

If we can get to those four points, you know, four rules apply to many policies. Our thoughts, words and actions match. And then two, everyone counts in. One, it starts with me. That’s probably the closest version I can get to using that four concepts to simplify it.

Pete Mockaitis  
That’s good. Thank you. So when it comes to the caring, I’d love to get your take on it fundamentally, what is your top tip or suggestion when it comes to caring?

Guy Bell  
Wow, I love that. I would say the worst thing we can do is create the candy days in the lunches, where we go take a bunch of pictures and post them and make everyone feel happy, and that concept.

I think show up as you, and invite other people to show up as them, and let the messiness of life play its role. People are messy; we have bad days, and we don’t have separate lives, whether we like it or not, we’re not a husband, a wife, you know, a spiritual person, and you know, in this bucket, and then a dad in that bucket, it doesn’t work that way. And so what does it mean to truly invite other people into their fullness? To include you know, some of the mess and in that you earn some trust and that people start to kind of live into their fullness in a way that does matter and does get results. But ultimately you’re doing it to humanize the experience. You’re doing it because you care. And when you give a damn, and you authentically give a damn—or if you don’t—practice caring, practice listening, practice hearing everything, and then shift it if you want to go to business and say, well, let’s talk about a business process. I saw What’s going on? What do you think? And you’re four levels above them walking around the office? And they say, Well, I don’t know until Oh, yeah, I really do want to know, let’s talk about a little bit and never said they tell you their thought. And once in a while, you just get totally blown away by something that’s not in their backyard and you earn some trust, because you care enough to say I’ll bet you have an opinion. I’ll bet you see this from a different angle than I do. And then ask and let goofiness and silliness and stuff get in the way. But ultimately, you’re freeing people up to be everything to include transformative to include

You know, passionate, caring person toward the customers towards each other for the good of the company and the good of the community.

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

Guy Bell
Boy, I don’t have a list. So no, I’m good. This is fun. Thank you.
All right. Thank you. Well, now, could you share with us a favorite quote, something you find inspiring?

Guy Bell  
Geez, I like Buckminster Fuller’s quote, and I am not going to get it exact. But it’s something to the extent that to really change how something is working, you have to start over. You can’t just add on. And so I use it a lot at the end of my speeches. Of course, I didn’t memorize it. I think Buckminster Fuller, pretty much everything he kind of has come to and shared, that we’re now aware of his lexicon of ideas, is helpful.

I don’t tend to use too many quotes, though. Having said that, because I do like the idea of more expanding into kind of what is the complexity beyond the quote’s point, but I like the rich complexity to that end. I wish I had a better ones to share with you, but I do find the ones where it’s teaching us to free up our thoughts. You know, there’s all kinds of wonderful thinkers that have, over the years, over the centuries, talked about what does it mean to be a free thinker. So I enjoy any one in the field of philosophy and or economics that talk about free markets and free thought.

Pete Mockaitis  
Cool. And how about a favorite book?

Guy Bell  
A couple of them, I recently I read The Innovation Blind Spot. And it’s really a fantastic read. I also read a book, Utopia for Realists, which is from a fascinating young guy from Europe, who is looking at sociological history and kind of challenging modern thought through data. Very smart guy. And then I’ve read a couple books, one called Sapiens and Homo Deus, they’re are all fascinating reads.

Pete Mockaitis  
And how about a favorite habit, something you do that helps you be awesome a job?

Guy Bell
I go to bed, ensuring that I free myself of the day. I used to stay awake all night, when I had challenges at work, or whatever the case would be, and it became a practice of letting go and playing in that field. And then waking up in my first hour, half an hour of every day is a practice of, you know, quieting and reflecting on the on the joy of the day, and I walk into it, then converting that into kind of more mantras and thoughts throughout the day that support the kind of day I want to have.

Pete Mockaitis  
And was there a particular nugget you share with clients or readers or audience members that really seems to connect and resonate with them? And they repeat it back to you often?

Guy Bell  
Oh, you know, I think the message of learning to let go of what you know is such a rich and complex story.

But when I get into the details of let go and know, people began to resonate. And yeah, so I get feedback on that message. Another is, very specifically, when people ask for concrete approaches, I talk about policies from the lens of if it’s a rule, make sure everybody knows it’s non-negotiable. If it’s a policy, make sure you’re writing it towards something you want to accomplish, not away from something you don’t want to see happen. And if it’s a best practice, put it out there and don’t make it a point until you need to. And I’ve had lots of groups that are HR-centric, like how simple that is.

So that one’s red, meaning if you want to call it color coded, so that you know those are non-negotiable, they’re laws by governing bodies, whatever it may be. Yellow is our policies; they’re meant to be broken, you need to learn how to break them no more than, you know, whatever your rule is, 5% of the time. And if you do have a conversation, and three, we put out great ideas that your peers have used over the years. And we keep refreshing that it’s a nice, simple way to kind of put some meat on the bones of how to simplify the business without dumbing it down.

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

Guy Bell  
guypbell.com. It’s my website, and you can reach me at my email at guypiercebell1@gmail.com.

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

Guy Bell  
When you get people right, you get business right. It is really the critical reminder: we are in a time of the fourth industrial revolution; let’s do everything we can to make that work for us. And I’ve seen it both ways where it’s been transformative around working for the company and for the people. And I’ve seen it actually used improperly. So, you know, look at the people, even through the lens of these outstanding AI solutions and deep learning, and we’ll get the best both worlds.

Pete Mockaitis  
Guy, this has been a treat. Thank you so much for taking this time, and good luck with the turnarounds you’re doing and the adventures you’re having in the future you’re touching. This has been a real good time.

Guy Bell  
It’s been a pleasure, Pete. Thank you. I appreciate it.

433: Boosting Your Goal Motivation and Completion with Tom Ziglar

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Tom Ziglar says: "The fastest way to success is to replace bad habits with good habits."

Tom Ziglar shares best practices for motivation and goal-setting (AKA problem-solving).

You’ll Learn:

  1. Why and how to articulate your “why”
  2. The seven-step Ziglar goal-setting/problem-solving system
  3. How to transform a bad habit into a good one

About Tom

Tom Ziglar is the proud son of Zig Ziglar and the CEO of Ziglar, Inc. He joined the Zig Ziglar corporation in 1987 and climbed from working in the warehouse to sales, to management, and then on to leadership. Today, he speaks around the world; hosts The Ziglar Show, one of the top-ranked business podcasts; and carries on the Ziglar philosophy, “You can have everything in life you want if you will just help enough other people get what they want.” He and his wife, have one daughter and reside in Plano, Texas.

Items Mentioned in this Show:

Tom Ziglar Interview Transcript

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

Tom Ziglar
What a blessing to be on, Pete. Thanks for having me.

Pete Mockaitis  
Oh, thank you. Well, I am excited to dig into this goodness. I have seen your podcast many, many times, dancing around in the rankings. And so I felt honored to be in such good company as Ziglar. Because my dad and I — I remember one of my fond memories — we listened to an audio cassette tape called Goals, starring Zig Ziglar when I was growing up, and I thought, “This is pretty cool.” And I got into all this stuff. That was one of the very first things I could point to, was that audio tape playing in the car with my dad.

Tom Ziglar  
That is awesome. And you know, that’s a story I hear wherever I travel. Somebody will come up, and they’ll be like, “I grew up listening to your dad in the car,” and I’m like, “Me, too!” It’s just good. It’s good.

Pete Mockaitis  
Well, I wanted to ask if you could maybe give us a bit of a picture and a story for what it was like growing up with Zig Ziglar himself, the legend, as your father.

Tom Ziglar  
Well, I’ll tell you this, he was better off the stage than he was on stage. And of course, everybody who saw him thought he was maybe as good as he ever was on stage. And what I mean by that is, he really walked his talk. And one of my good friends said, “You know, your dad walks his talk, and he’s a pretty good talker.”

But at the same time, dad was an introvert. So when he was at the house, he was kind of quiet. He was always reading. Whenever we had family time together, he was always engaged. And it was just a blessing to know that he was there for us. And then when he had a teaching moment, he didn’t tell us what to do. Instead, he just asked us questions. So that was pretty clever.

I mean, here’s a world class expert. You know, millions of people, you know, read his books and followed him. And then we would come up with, “Hey, I want to do this,” or “What do you think about that?” Instead of just giving us the answer, because he obviously had it, he would turn around and then ask us the question that made us think through it. So that was something that I’m trying to emulate as I grow.

Pete Mockaitis  
That is a nice encapsulation there of the power of questions. Because, indeed, you know, here’s someone who’s got a lot of answers and shared a lot of answers to a lot of people, and this is the approach he takes for teaching. So well, that’s beautiful. A beautiful memory. Thank you.

You’ve got a recent book called Choose to Win out. what was maybe the most surprising or fascinating discovery you made while you were putting this together?

Tom Ziglar  
Probably, this is a discovery out the book that kind of got it started. I was speaking in Australia. And right before the first break, a guy raises his hand — I love questions. And he says, “Tom, what is the fastest way to success?” And I’ve never been asked that question. I’m 54, at that time, I was 50. So I’d been in the business for 50 years, raised in it.

And I never heard that question posed. It was always, you know, “What do successful people do?” or “What are the three keys to being successful?” But this guy wanted to know what is the fastest way? And so I, in that split moment, had to make up an answer. And so just out of my mouth, I said, “Well, the fastest way to success is to replace bad habits with good habits.” And then we went to break. I didn’t think anything of it.

When we came back from break, and the host there, his name is Steve McKnight. He said, “Hey, before I bring Tom on, get out your pens. Did you hear what he said right before break? He said ‘The fastest way to success is to replace bad habits with good habits.’”

Well, Pete, I didn’t realize I’d said that. So I literally got my pen out, and I wrote it down. And I’m kind of like, in the back of my brain, because I’ve grown up, I’m like, “You know, who did I just quote?” That night, I thought about it the whole time. That night, I went back to my room and looked it up on the internet. Nobody had said it that way, so I claimed it.

That kind of became the anchor quote of the book. And so then I started a program, a webinar series that I teach. And I started teaching what I wanted to put in the book. And I did that for two years. So pretty much about 45 weeks. For two years in a row, I taught sections of what I thought should go into the book. And that was the discovery, is putting information out there. And then getting all the feedback from all the people on all these webinars, where their questions were. And that’s kind of how it all came together.

So the discovery was that the simple things that I grew up with and took for granted. That’s not common knowledge or common practice. And there’s so much information out there that overcomplicates things. And so that’s why I tried to put the book the way I did. The byline is ‘transform your life, one simple choice at a time.’ And all I have is a good choice made over and over again.

And so, that’s kind of how we started off. Dad said it’s “Putting the cookies on the lower shelf.” And so every week, I would try to put the cookies on the lowest shelf possible. And that’s kind of how the book got honed.

Pete Mockaitis  
Yeah, intriguing. Well, so then, is that then the big idea underneath all of us? To win is going about replacing bad habits with good habits?

Tom Ziglar  
That is the big idea. If you’re reading and writing and speaking and doing things, you’re always trying to find the next new thing — or not necessarily a new thing, but a new way to say it. And I’ve come across this quote that I love, and I’m trying to track down who said it first. But the quote is, “A tree’s fruitfulness depends on its rootfulness.” And so the idea is real simple.

As you listen to this, what fruit do you want on your tree? What’s the fruit you want? Well, most people, they want to sleep good. They want good physical health, they want money, they want good relationships. So you just kind of fill in your tree with the fruit that you want. What are the things in life that we want? So what are the roots that nourish the fruit?

Well, there are seven roots: mental, spiritual, physical, family, financial, personal and career. And then here’s the essence of the quote: the fastest way to success is replace bad habits with good habits. Habits are what nourish the roots. And so what fruit do you want? What root feeds the fruit? And what habits do you have that nourish the root? And that’s really the book in a nutshell, and it’s in its design, where on a weekly basis, I can make progress to whatever goal, aspiration or dream I have.

Pete Mockaitis  
Oh, that’s cool. And that’s a good feeling, to be in that zone of regular recurring weekly progress. Could you whet our appetite, if you will, by sharing an inspiring story of someone who really read the book, took these concepts, and ran with it in terms of, “Hey, this is the fruit I want. This is the root I’m nourishing, and these are the habits I’m adopting,” and how they went after it with gusto.

Tom Ziglar
I’ll give you two. The book has been out now just a little more than a month. So you know, I’m getting notes all the time. But we’ve got about a month’s worth of results. Somebody who I’ve known forever, a good friend of mine, his name is Michael Norton. He got the book right away right when it was published. And then I was with him a couple of weeks later, and he gave me back the book that he’d bought. And underneath it, in the book, he had underlined and marked almost every page in the book.

And he wrote me this long inscription. And he said, “One year from today, you and I are going to meet, and we’re going to go through this book again.” And this is a guy who I think knows everything, right? He knows my stuff. He knows what we’ve been doing in Ziglar for years. And then I’m talking to him a couple of weeks later, and he’s read the book two more times since then!

And it’s not like he’s a slow learner or anything, okay? What he’s doing is he’s going back to the foundation. And he’s getting real clarity on the specific goals that he wants to achieve. And the book talks about legacy, and the difference between success, significance and legacy. And so what he’s doing right now is he is intentionally creating habits that will leave a legacy. And so that’s the path that he’s on.

I did a workshop for a group, and there was a family there. And they put in practice one of the things that I teach in the book, and that is, they took words that they wanted their family to be known for. And they had a bunch of kids, young kids all the way from three until, I believe, 11. Hollis family.

And they got ahead of family meaning, and they say, “What do we want to be known for?” And the whole family started putting in words, and they made an acronym around the word HOUSE. And so now, you can walk up to any of their kids, and you can you can ask them, “What’s a house?” and they will tell you. And it’s the reputation they want to have. And so they’re doing things every single day with their family to instill those principles and values, those words that make a difference.

Pete Mockaitis  
That’s cool. That’s cool. And so in the case of Michael, I guess, for example, what are the particular fruits he’s after? And the habits he’s implementing?

Tom Ziglar  
While we’re talking, I’m opening up a text from him.

Pete Mockaitis  
Real time.

Tom Ziglar  
Real time, baby. Yeah, real time.

Tom Ziglar
Yeah. So this is what he wrote. So in chapter one, I talked about what is a goal or a dream that you have. So here’s what he wrote me: “Chapter one, homework. The Dream House. It’s a house on the beach with a big front porch. I can hear the crashing of the waves and the general laughing of the waves against the shoreline. The salt air fills the home to the point where everything smells like the beach.

“There are enough bedrooms and sofas and space for air mattresses where the whole family can gather and friends can stay. It’s a home where I have a large enough area to host business associates and clients. The annoyance of having to sweep or vacuum the sand every day is swept away by the magnificent view, the salty air, and the sounds of the ocean. It is filled with the smell of suntan lotion and squeals of joy, laughter, children playing in the sand or in the water.

“There are waves just the right size to body surf. And I teach my children and grandchildren how to body surf. There is an ice cream shop just blocks away — and I might even own it — that I take the family to at the end of the day or after dinner. We are close enough to the boardwalk with rides, arcades, and miniature golf and boardwalk through the house that’s close enough to a real golf course, where we can play and enjoy time together.

“There is a library in the house where I can sit and read and do my devotions and spend time in prayer. The front porch can serve the same purpose on those beautiful mornings where the weather cooperates. The house faces the sun. So we wake to God’s sunrise and beauty. The house is a home built on love and forgiveness, kindness, generosity, togetherness, faith and joy.”

So in that chapter, I basically say, you know, we’ve got to create our “why”, the future that we want, what is it that we aspire to? And I just gave an example of my dream home, what I want in the book. And so he sent me his. And that’s cool, because whenever we speak words, and we put a definition around in it, our mind goes to work immediately to fulfill it. And so it’s one of the things that happens.

It’s a habit that you see with anybody who’s achieved a certain level of success anywhere, is they have a way of looking into the future, and creating it, and speaking it out and casting the vision. And so he’s put it in writing, and he sent it to me, and I’m sure he shared it with his wife. And, you know, they’re thinking about what it is that they want to have.

Pete Mockaitis  
And it’s very vivid, you know, there’s a lot of great imagery there with regard to the smells.

Tom Ziglar  
Yeah, and I talked about that in the book, because you want to get all your senses involved: your touch, your smell, your taste, the feel, what you hear, what you see. When you do those things, that makes it more real in our brain.

You know, it’s one of the things about TV, and why it’s so damaging, is it puts our brain to sleep because the imagination doesn’t have to do anything. But when we read or listen, our imagination has to fill in the gaps. So that’s why a book or a podcast or something where there is no visual, our brain has to fill in the gaps. We can put ourselves in that place, or we can create our own while we’re listening or reading.

Pete Mockaitis  
Yeah, that’s cool. So we had a real clear picture of the fruits that we’re after with regard to that home. And so then, can you walk us through the process? So where do we go from there?

Tom Ziglar  
Yeah, so the “why”. People come to me all the time, and they will say things like, “Tom, I’m not sure if what I’m doing is the right thing.”

And so we have a conversation around the “what”, and I’ll go back and I’ll say, “You know, the “what” is important, but it’s not as important as the “why”.” And so before we even get to the “what”, I like to know why they want to do something. And when we get to the “why”, and somebody buys into the “why”, like they’ve identified their purpose, their calling, what it is that they’re meant to do, and they hone in on that, then what happens is that that transforms into the “how”.

When your “how” is inspired by “why”, people take notice of the “how”. And so you can see this, and people who are, you know, you think they’re passionate about what they do, but underneath it is why they’re doing it, and when their “why” forms their “how”, everybody says, “Can you come help me over here?” “Can you do this?”

Well, let’s suppose that you’ve got your “why”, and it’s driving you. Well, now you need a game plan for the “how”. And that’s one of the things that we talked about in the book, in accomplishing anything in life.

There are three things that have to happen. We have to have the right mindset. And in other words, mindset is simply the habit of right thinking. So we’ve got to get our thinking right. The second, we’ve got to have the habit of right implementing. We got to do the right things, right? We’ve got to make sure that we’re on track, implementing the right things. And then we got to have the habit of right planning.

So if we implement the wrong things, that’s no good. So we get the right mindset, we plan it out, and then we take action on it. And so the book really goes through the process of, “How do I take a thought, a dream, a goal, and aspiration, and make it tangible into a plan of action?” And then, “How do I take action on that plan of action?” And the action is really, it boils down to simple choices made over and over again.

Pete Mockaitis  
Okay, so those are the things associated with getting what you want and what you’re after. I’d like to talk about establishing that “why”. We had David Meade, who worked with Simon Sinek on some of this stuff earlier. But I’d love to get your take on how you go about articulating a “why”, or discovering the “why” and really bringing it right to the surface.

Tom Ziglar  
I think the thing that I use as an illustration, it’s three circles that overlap in the middle. So imagine three separate circles. And they kind of overlap in the middle, and where all three overlap. That’s what I call your sweet spot. That’s where you go hunting. And of course, in our business, we work with business owners and executives and people from all walks of life. But we also work with a lot of people who are faith-based.

And one of the things that’s interesting to me about faith-based people is a lot of times, they will hesitate. They won’t claim their “why”, because they don’t want to be wrong, you know, like, “What if I put a stake in the ground, and I’m wrong? That’s not my calling.” And so what they do is they get trapped in this Neverland, right? They get trapped of never fully 100% going all in. And that’s always a mistake. Because when you go all in for something, at least you’re going to find out faster, if it’s in the right direction. If you go halfway, you’re going to waste a lot of time.

So let’s look at those three circles. The first circle is, you can call it the “passion circle”. You could call it “What makes my heart saying ‘It’s the thing that you do’”, that time flies, it’s easy for you. It’s something that, you know, you anticipate, you don’t have to wake up for, the alarm doesn’t have to go off. You know, it’s kind of that thing that that makes your heart sing. That’s the first circle.

The second circle is, what problem do you solve? And this one is, you’ve got to do some searching on this. And you look back in your history, and, what kind of problems do people bring you? You know, are they people problems? Are they business problems? Are they math problems? Are they relationship problems? And what is that telling you? That’s a clue. That’s something that you’re good at. And so what problem do you solve is another way of saying “What are my natural gifts and talents? What am I good at?”

And the third one is, what’s the obstacle you’ve overcome? The scar that you have? The mountain that you’ve climbed? In other words, in your life, in all of us, if you live long enough, you’ve got a trial, a tribulation, a problem, something that happened. It could be something beyond your control, you know? You could come from a broken home or have a disease or be in an accident, or it could be a bad decision that you make that you wish you could take back. And if that’s the case, you know, now you’re living with the consequences.

And so if you’ve overcome that, if you’ve gone through time, and you’ve kind of you’ve worked your way through it, and you’ve learned, boy, that is a that’s a powerful thing. When you talk about the people who have the greatest impact on others, almost always, they’ve overcome some huge challenge in their life, some pit that they had to crawl out of.

And so look at these three circles: the thing that makes your heart sing, your gifts and talents, what you’re naturally good at, and the obstacle that you’ve overcome.

And where those three circles kind of overlap, that might be your sweet spot. Because that’s where you’ve got a real-world experience where you have literally compassion and empathy for other people going through the same thing. Because you’ve had a burden there. You’ve got gifts and talents, and you’ve got a passion to help.

And so that’s how I help people in one area find their way. The other is, you know, just ask yourself the question, “What is it in your life that’s most important?” Like at the end of your life? What do you want to be known for? And so when you start to pull all these things together, it will start to tell you a direction to go in.

When my daughter was young — she was a junior in high school, we actually took her up to Chicago, and we went to see a psychologist. It was like a two-and-a-half day testing of her aptitude and her natural abilities. And at the end — it was a two-and-a-half hour interview with the psychologist on the feedback — and what we were trying to do was to figure out, you know, what should we study in school? What direction should I point my life, right? Because I’m going to be applying to colleges; I’m not sure what I want, which direction should I go.

And instead of having a 360-degree opportunity of “I could go any direction,” they kind of gave her some pies to go after. And they said it could be anything in this area. But that’s the direction. Here’s the one line that I took away from that. The psychologist said, “Pay attention to the things you don’t like.”

Because a lot of times, the sweet job, the great opportunity has all the bells and whistles that you’re excited about it. One or two layers down, it might have a whole list of things that you just don’t like, you can’t stand. And that’s as important to you as you discover your gifts and talents, and your “whys”, what do you want most? And what are the things that drive you nuts? Because they shouldn’t be in the same place.

Now, all of us have to do things along the way, that isn’t our favorite thing to do. But we need to make sure that we understand what those are, so that we can be competent enough to excel in our gifts and talents.

Pete Mockaitis  
Mm-hmm. Okay, very cool. So in this world, we got the passion, the problem, the obstacle, we’re sort of in that zone, we’ve got a real nice image associated with what you’re going after. Can you now share a little bit of some of the tactical process, step-by-step stuff when it comes to goal setting, in particular. I love some of the do’s and don’ts when it comes to goal setting.

Tom Ziglar  
About a year ago, maybe a year and a half ago, I was talking with a friend who’s a consultant.

And he said to me, “You know that in the world, about 20% of the people are naturally goal setters. They like setting goals. 80% are actually problem solvers.” They like the checklist, right? “They’d like to wake up in the morning, solve a bunch of problems, and then do it again the next day.” And that was a new thing for me. And then I realized, “Wait a second, only 3% of the population takes the time to have a written down goals plan. It’s actually less than 3%!” So now it makes sense.

So the first do or don’t is this: when we talk about goal setting, we have a very specific seven-step process that we outlined in the book of how to set a goal. If you raise your hand and you say, “But Tom, I’m more of a problem solver.” Then I say fantastic! And I’ll give you a high five. And all I want you to do is change the word, from “Ziglar goal setting system” to “Ziglar problem solving system”.

Pete Mockaitis  
Okay. That’s pretty easy.

Tom Ziglar  
Yeah, because it’s the same system either way. And so I’ll just give you an example. Step one is to identify the goal that you want to achieve. And so, gosh, you know, Michael identified that goal of he wanted his dream house, okay? Well, for a problem solver, it could be the same thing.

Well, what’s the problem? The problem is, I don’t like where I’m living. I’d really rather live somewhere else. So the problem I want to solve is I want to move from this to this. But for whatever reason, it’s more of a psychological hack, I guess it’s easier for a problem solver to say, “Okay, now I can set up a sequence of problems to solve,” whereas a goal achiever is thinking, “Okay, these are habits that I’ve got to implement.”

But the reality is they’re the same: the habits and the problems that I solved are the same when working with young people. Gosh, you know, let’s say you have a kid, 8 years old, 10 years old, 12 years old, and they want to be a college athlete. They want to play basketball or golf at the university. And you say, “Fantastic, I’m all for you.” And they go out, and they practice real hard. And the next day, they’re not practicing at all. What do you do when you come back?

And you say, “Hey, I thought you wanted to be a college basketball player?” “Well, I do.” “Well, let me ask you a question: What’s the benefit to them being a college basketball player? And so you let the person, whether they’re your child, or whether they’re an adult in the workplace, you let them tell you what the benefits are. So that’s step two. Step one is, “This is what I want to be,” step two is what are the benefits.

This is overlooked all the time, it’s usually very passing. You know, my goal is to weigh 185. That means I got to lose 20 pounds. So my goal was to weigh 185.

If I’m a problem solver, my problem is as I weigh 205, what are the benefits to solving this problem? What are the benefits to achieving this goal? The more benefits that we list — and the list should be long — the more likely it is that we’re going to follow through. It’s not just look better and feel better. It’s reduced medical expense, it’s better clarity of mind, it’s better relationships, it’s more confidence when I go out in the business world.

It’s all the things, that it’s being able to chase my grandkids someday, because I have good health. So the more benefits that we write in, the better. And so we go through the seven-step process. Number three is what are the major obstacles and mountains to climb that I’ve got to solve? That will keep me from getting there. If I’m trying to lose weight — man, I’m lazy.

My obstacle is, I’ve got to create a habit right out of the gate. If I’m working out at a certain time, every day before I get tired, you know, then I’ve got to figure out the skills and knowledge I need to get there. What don’t I know that I need to know in order to make that happen? And then the people to work with, and then finally the plan of action to get there and a date.

But it starts with the mindset. “Hey, this is what I want. This is why it’s a benefit.” And then we do the plan. And we detail out the plan, identifying the obstacles and barriers before we get started. Because they shouldn’t be a surprise when they come. We should relish them when we come, because now we’re prepared in advance to handle them.

Pete Mockaitis  
Okay, that’s awesome. So all right, step one, identify the goal. Step two, identify the benefits with a long list. Step three, zero in on the major mountains and obstacles that are going to get your way. Step four, zero in on the missing knowledge, what you don’t yet know that you need to know. And step five, the people you’ve got collaborate with to get there. Step six, the plan of action. Step seven, the date. Is that right?

Tom Ziglar
That’s right.

Pete Mockaitis
Cool. And so when we talk about a couple things, what’s your take on smart goals? Because I see some of those things here with regard to — aren’t we out of date? So it’s timed, we identify the goal. So it’s specific. What do you think about the other elements there?

Tom Ziglar  
You know, let’s talk about reasonable, realistic. People ask all the time, “Well, what’s a realistic goal?” and I tell them, “A goal needs to be realistic in two senses: one is that, first off, it’s realistic in the sense that if you start tomorrow, you’ll get there in the timeframe with a reasonable likelihood of achieving it.”

Because if my goal is to lose 100 pounds in 30 days, that’s not realistic.

But if my goal is to lose five pounds in two years, that’s not a good goal either, right? Because I can gain 50 pounds, and then only have to lose 55 in the next year. So so the deadline that we put on, it needs to be something where I need to take action right away. If you’re not willing to take action on it right away— I know that it’s hard for people to really work on more than four goals at a time. It’s just our capacity and what we’re trying to do. So I would rather somebody pick four goals that they will take action on right away.

And if you’re new to goal setting, here’s something else. Just have one. Get really good at one, you know, work the plan for one and then add one and then add one. So that’s a great way to get started. And then there’s goals that give leverage to everything else, the way you start your day. I call it the perfect start. If you have that goal right, then it enhances everything else you do.

Physical, anything physical is going to be a multiplier for everything else you do. When we’re in good physical shape, we have more clarity, we have more energy, there’s a lot of things that happen with that. So realistic, is really around the timeframe and the priority. One of the other things that we do in the book is we create a filter. And the filter is a series of questions to make sure that it’s the right goal for you.

And we can look around how many people do you know who are accountants or engineers or doctors who are no longer practicing right now? Yeah, they went to school because somebody along the way said, “Hey, you’re good at math, or you’re good at biology.” And so they just assumed, “Hey, that’s who I’m supposed to be.” And then they go through all that work. And they realize, “Wait a second, this doesn’t fit my “why”. This doesn’t give me satisfaction. This isn’t what I was put here on earth to do. This isn’t my calling.”

And so what we say is this: there’s only one thing worse than not setting a goal. And that’s setting the wrong goal and achieving it. And so we want to be real clear on what it is that we want. And we do that through a series of filtering questions.

Pete Mockaitis
And what are the questions?

Tom Ziglar  
There’s a couple of them. Is it morally right and fair to everyone concerned? I’ll give you an example. When my daughter was a senior in high school, I knew it was going to be her last year at home. Because she was going to go off to college, and then knowing her, she’s going to get an apartment when she gets back as soon as she can. She’s very independent. And so in her senior year of high school, if I’d set a goal to be a competitive triathlete, then that would have been a commitment of four to six hours of training a day, on top of my workload.

And what that would mean is I wouldn’t have any time to be with my daughter in her last year in the house.

So that would be a goal that wasn’t morally fair to her, right? Because she’s more important than that. So that’s one question you can ask, then you’ve got to ask questions like, “Will it make me happier, healthier? Will it make me prosperous? Will it give me peace of mind? Will it have better relationships? Help in the future?” All these things? If I can’t answer yes to any of those things, then why do I want it?

And then another one is, it can’t contradict one of my other goals. For example, say your goal is to have great health. And then your other goal is to win the Nathan’s Hotdog Eating contest. You can’t do those simultaneously and be on track. So those are some of the type questions that we put through the filter. Also, probably the easiest one, you know, what’s your goal? What is your dream? You write it down and then you ask yourself the “why” question: “Why do I want that?” And if you can’t, in one sentence, clearly identify why you want it, take it off the list.

Pete Mockaitis  
That’s good. That’s good. Well, finally here, I’d like to zero in on when it comes to the habits. You know, it may be that the fastest way to reach success is to replace bad habits with good habits, but it’s perhaps not the most immediately easy and painless way to get to success. So what are some of your tactical tips for the actual elimination of the bad habits and the development of a good habit?

Tom Ziglar  
You know, I’ll just cite a study that I read, because it kind of validates the whole thing. They took two groups of people who needed to lose a good amount of weight. And they said, “How many of you would like to lose weight?” They volunteered for this because they all wanted to run a 5k, and they all needed to lose like 20 pounds or more. And so they knew that getting in shape to run a 5k would help them lose the weight.

So one group, they said, “Okay, we’re going to run that 5k in 90 days. Go figure it out, just start jogging four or five times a week. You know what to do, right? It’s common sense.” The other group, they said to them, “How many of you watch TV every day?” And so, of course, they all raised their hand. And they said, “Well, for this first week, could you commit to watching TV 30 minutes a day and standing up while you do it?”

So they all said yes. And they all said, “Wait a second, we’re supposed to be getting in shape.” And they said, “It’s okay, we got a plan.” So these people who were watching TV anyway, the first week, what they did is they watch TV standing up. Right? Then the second week, they came back to them. And they said, “Hey, when the commercials come on, and you’re standing up during that thirty-minute section, could you walk in place during the commercials?”

So they all said, “Yeah, we can do that.” Well, then the next week, they said, “Hey, when the commercials Come on, can you walk outside to your mailbox and come back in?” Well, eventually they had them walking to the end of the block and coming back and then jogging out to the end of the block and coming back long.

And the short of it is that of the first group who they said “Just go exercise, you know what to do.” I think only about 30% of them completed the 5k. Almost 90% of the people who incrementally changed a bad habit for a good habit finished the 5k.

And so what we’re talking about, we call it the “persistent consistency” or “the block and a mailbox” plan. My father is famous for his weight loss journey. He said he got checked out by the doctor, they cleared him to jog, and the first time he jogged, he jogged to jog the block.

The second day, he jogged a block and a mailbox. The third day, he jogged a block and two mailboxes. And so what he did is he kept adding a mailbox until he did a whole block, and then two blocks, and then a half a mile, and then a mile.

That is, I think, the key of habits, is we take a bad habit, a little tiny, termite-sized, bad habit. And we replace it with a little bitty termite-sized good habit. And then we build. And so every day, every week, we do just a little bit more. And that’s the way careers are made, and reputations are built, and businesses are created.

It’s that long-term goal of, “Hey, I’m just going to get a little bit better every single day. And how am I going to do that? I’m going to take the things that are keeping me from achieving what I want out of my life and replace them with things that are going to take me closer to what I want and put them in my life.”

Pete Mockaitis  
Yeah, I really love that. Because we just get so darn simple, like, “Well, I could stand up, and I’m watching TV. Sure.” You make that easy. Then if you almost feel like… I don’t know what the word is, like you would feel foolish to not do that. You’re like, “Come on, I can do that.” And it’s because of that, there’s very little resistance, mentally or internally, with regard to like, “Oh, I don’t know about that.”

It’s just like, “Of course, yeah, I can. And in fact, if I didn’t, I would feel silly, not doing this tiny thing.” That is the challenge before me. And I really dig that with regard to, in this specific context of habits. That’s cool. We had BJ Fogg talking about tiny habits. Earlier, we had David Allen talking about making your list just so crystal clear.

Like, what is just the next action, right? I’m going to look up a phone number, I could look up a phone number. That’s, you know, as opposed to, you know, figure out that the next car I’m going to buy. Well, that’s a lot more complex and intimidating. But that’s really fun. And the results prove it out, like, they got the job done with regard to finishing the 5k at a way higher rate. That’s awesome.

Tom Ziglar  
Yeah, I was in Nashville with some friends. I was with Dan Miller, a great guy, and with his grandson, Caleb. So we’re having dinner. And Caleb looks at me, and I’d give them both of them the book and Caleb says, “How do I know if I have a bad habit?” And he’s either 23 or 24? I think. So he’s a young guy. And it seems like on the surface, that seems like, “Why are you asking that question?”

But if you dig in a little bit, it’s a fantastic question. Because here’s the reality: You don’t know if you have a bad habit, unless you have a clearly defined “why”, a goal or aspiration, right? You just don’t know. Because here’s the definition: A bad habit is something that takes you further away from where you want to go. That’s all it is. A good habit is something that takes you closer to where you want to go. If your goal was to get lung cancer, smoking would be a fantastic habit.

So that’s where I think a lot of people, they go, “I gotta get in shape. I need to do this, I need to do that.” But they never take the time to drive it with the “why”. And so they give up because they can’t tell, “Is this taking me closer to or further from my “why”? Because I don’t have one.”

But as soon as you have one, and if you make it vivid, you know, like Michael did in his dream home — he made it vivid — if you make your “why” vivid, and you can smell it, taste it, feel it, and then as you go through the day, and you’re about to do something, you can literally look at the cheesecake card as it goes by and you can say, “Yeah, those won’t take me closer to my goal,” and you just keep walking.

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

Tom Ziglar  
No, that’s really the essence of the book. There’s a lot of how-to in there. I have like 50 habits that you can use to achieve top performance in your career, 20 habits or 20 things you can do to create energy in your personal life. And these are all super, super actionable and simple things. And so the book is just filled with this. And we look at every area of life, because success in life is about balance. And so we never want to be so one-sided. It’s never just about that the career or just about one area of life. It’s about everything. And that’s the way we approach it.

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

Tom Ziglar  
Yeah, my favorite all-time quote is from my father, it’s “You are what you are and where you are, because of what’s gone into your mind. And you can change what you are and where you are by changing what goes into your mind.” So in a nutshell, the number one lesson that I learned was we choose our input. And when we choose our input, that determines everything else.

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

Tom Ziglar  
You know, I’ve got a bunch of them. I love Thou Shall Prosper, and Business Secrets of the Bible by Rabbi Daniel Lapin. Bob Beaudine wrote The Power of Who and Two Chairs, which is amazing. And I just read Dr. Tim Irwin’s book, Extraordinary Influence, which is fantastic.

Pete Mockaitis  
Well, thank you. How about a favorite tool, something you use to help you be awesome at your job?

Tom Ziglar  
Well, right now, I am on a block and a mailbox, physical, you know, get in shape. And so I have an app on my phone that is measuring my heartbeat and everything on the elliptical that we have. So it’s like every day, I just got to do a little bit better than a day before. And that is powerful.

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

Tom Ziglar  
There’s a couple. One’s already shared: a tree’s fruitfulness depends on its rootfulness. And here’s a little insight into that, you know, because we already talked about it. But what nourishes roots on a tree are pure water nourishes roots, and so does fertilizer. So, in our life, what nourishes us are words of life, things, knowledge and information, and inspiration that give us the courage do something we haven’t done before, that nourishes us. But you know, what else nourishes us are the trials and tribulations the big truck backing up with the pile of manure that covers us.

If we look at that, the obstacles, the things that happened to us as opportunities, and what’s the nutrition that our roots can get out of, and the rest just becomes a foundation that changes our view of life. And once again, our mindset and how we see things will determine as much as anything as to how successful we’re going to be.

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

Tom Ziglar  
The easiest place to find this is ziglar.com. You can find the book there, and also, Choose to Win.

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

Tom Ziglar  
Ultimately, everything you do, boils down to this. It’s a choice.

Everything you do… now, not choosing is a choice, too. And so here’s the thing, what is it that you want to become? Who do you want to become? What do you want to do? What do you want to have? And then what are the choices that you can make that will take you closer to who you want to become what you want to do and what you want to have? That’s the key.

Pete Mockaitis  
Tom, thank you. This has been a lot of fun. I wish you and the book, Choose to Win, all kinds of luck, and keep doing what you’re doing.

Tom Ziglar  
Thank you. I really enjoyed it. Thanks so much, Pete.

432: How Leaders Consistently Make Great Decisions with Greg Bustin

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Greg Bustin says: "Leaders are in the decision-making business."

Greg Bustin reveals his insights on decision-making gleaned from 52 inspiring historical events.

You’ll Learn:

  1. The two things you need when making a decision
  2. The Seven F’s tool that can help you decide what you want
  3. How to fight cognitive bias

About Greg

For more than two decades, Greg has been skillfully counseling a diverse roster of innovative companies. He’s a trusted advisor to savvy CEOs and key leaders—steering three executive groups and providing one-on-one coaching as a Master Chair for Vistage International, the world’s largest CEO organization.

Organizations around the world invite Greg to conduct private workshops and deliver thought-provoking keynote addresses on leadership, strategy, conflict resolution and Workplace Accountability.

He’s been featured in The Wall Street Journal, Barron’s, Financial Executive, and more.

Items Mentioned in this Show:

Greg Bustin Interview Transcript

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

Greg Bustin  
Thank you, Pete. Glad to be here.

Pete Mockaitis  
I’m glad to have you. And I think the first thing we need to hear about is your drumming career.

Greg Bustin  
Well, it started in early age. I probably started on pots and pans like most drummers, and then got a little drum set when I was six. And I was in a marching band, an orchestra, jazz band, a rock band, I’ve kind of I’ve kind of done it all. Now, I pretty much just play the steering wheel.

Pete Mockaitis
Safely, I assume?

Greg Bustin  
Oh, yeah, both hands on the wheel, in the 10 and 2 positions, right?

Pete Mockaitis  
That’s good, that’s good. Cool. Well, so I want to hear about your book, How Leaders Decide. I liked the format in terms of all the different stories, but I guess I’d like to start with a bang. What’s maybe the most surprising and fascinating discovery you made when you were putting together the book?

Greg Bustin  
Well, I ended up looking at more than 25,000 events, and you go, “Wow, how do you get it down to 52?” Because the format of the book, as you alluded to, it’s really bite-sized chapters, because the leaders that I work with, like I’m in that kind of, “Hey, I can read this in 10 minutes and reflect, and I can either put it down or keep going.”

So how did I get it down to 52, and of the 52, what’s the one you most want to know about? I think the one that’s most surprising to me is the story of Mary Edwards Walker. She is the only female recipient of the Congressional Medal of Honor. So, 3,522 recipients, and she is still the only female ever to be awarded this honor, which is the military’s highest honor for bravery. And her story of bravery and courage and sacrifice took a lot of twists and turns, starting with the fact that, you know, as a woman, in the 1850s, she wanted to pursue a career as a doctor. And you know, she was told all the reasons why that wouldn’t happen.

Her parents were very encouraging, and she actually became one of the first women to graduate from medical school, and about the time she graduated, civil war was breaking out, and she wanted to volunteer. And she was turned down, not really because of her capability, but because of her gender. And ultimately, her persistence and her desire to serve landed her the position — first behind the fighting, and then ultimately she was placed on the battlefield. And from there, she even volunteered to become a spy for the North and went on some spying missions in Georgia.

And so she was awarded that in 1864. So as the war was nearing its end, she was awarded that — and it can only be awarded by presidents. And so, she made it through all the naysayers, all the bureaucracy, all the males, and eventually was awarded that. It was taken away from her, actually. It was reinstated by President Jimmy Carter.

So almost, you know, 100 years lapsed — or more than 100 years — between her receiving it, having it taken away, and then having it reinstated. And to this day, as I say, she is the only female Congressional Medal of Honor recipient. And I knew nothing about her. I just stumbled into it as I was researching the book.

Pete Mockaitis  
Well, that is deep, surprising and fascinating. I did not know this, and now I do. And so now, since we’re all teed up about, you know, this person and the story, what’s sort of the leadership decision-making takeaway from that one?

Greg Bustin  
Well, I think it’s in multiple parts. First, she did not care who got the credit, and so that she was really driven just by the desire to serve our country and help her fellow human beings. I think it’s also obviously a story of persistence. And when you look at a lot of these stories, I mean, you see that as a common theme.

My challenge in writing the book is that, “Okay, well, you can have every chapter. If they’re 50 to 60, it’s like, guess what? The lesson is persistence”, because these folks all fought their way through some adversity or another. But I think her selfless desire to serve, was a cool thing.

And you know, the lesson is, if you’re a leader, how would those people in your organization rate your fairness and consistency when evaluating performance? And the question is, do you play favorites? Mary Edwards Walker had to overcome stereotypes, favoritism, double standards, and yet she persevered and triumphed.

Pete Mockaitis  
That’s good. Thank you. Well, so then that’s one key theme that kind of weaves through the book, how leaders decide. Any other kind of main messages that you’d like to emphasize?

Greg Bustin  
Well, yes.

I think that what you’ll read in this book, many people say, “Look, I knew about the story of the Titanic,” or “I knew about Winston Churchill,” or whatever the case may be. It’s really the story behind the story that people find interesting.

I think the main message is that leaders are in the decision-making business, and all of these people, some of these were reluctant leaders, some of them just found themselves at a time and place where their integrity was confronted, their values were challenged.

And you know, what you see in the book is that essentially, these people made the decisions that they made, because number one: they were grounded in a very firm belief of understanding where they stood on issues and matters of integrity. And the other is that they also knew very clearly what it is that they wanted.

Pete Mockaitis  
Okay, that’s good. Well, so then I’d love it, maybe if we could jump into another one of what you think is perhaps the most illustrative story out of your 52 collection that really is eye-opening and transformational for the typical corporate professional who wants to just make better decisions.

Greg Bustin  
Well, I got a question at a book signing event: “What chapter would you recommend that your daughter read?” And I said, Well, I’d let her read the whole book and let her make her own decision.” And when pressed for it, I actually put another female that I had profiled: Marie Curie. And I picked Marie Curie because I think that the transformational aspect, or the applicability to today’s leader, whether they’re an aspiring leader or a seasoned leader, is that Marie Curie was raised in an environment where learning and improvement was strongly encouraged.

I mean, ultimately, her family, despite severe hardship, growing up in Russia-controlled Poland, raised a teacher, two doctors, and a Nobel Laureate. And that really speaks to the kind of environment where leaders perform well. And I think the other piece that’s transformational is that when she married Pierre Curie.

Pierre came to the conclusion that Marie’s work was actually more applicable and more important than the work that he was doing. And so, he was willing to set aside his work and become Marie’s partner. And so, if you think about that, if you’re a leader, I think that one of the ways that you’re encouraged as a leader is to be a part of a team that supports one another.

And certainly, Marie Curie had that in the form of her husband, where again, in a traditional role of typically males being the dominant force in a relationship, Pierre recognized Marie’s capability, and was willing to essentially take a backseat.

And I think that in today’s environment, having that kind of support and encouragement from your peers, your supervisor, whatever, can really cultivate and bring out the best in today’s leaders.

Pete Mockaitis  
That’s handy, certainly. So that humility and knowing when, “Okay, I’m going to take a backseat and just support them,” and that’s a winning move. Certainly, that’s a great takeaway for many environments. So I guess I’d love to hear, in terms of — you got 52 stories in here, we’ve talked about a couple of… right up front, you know, of all the suggestions that you have unearthed from these tales, when it comes to improving decision making, what do you think is the practice or approach that can offer you the greatest bang for your buck, if you will, like the most decision quality boost per hour or unit of effort?

Greg Bustin  
I think that it starts with what I’ve called seven behaviors that distinguish decisive leaders. And so one of those is believing deeply. So there’s a chapter about Walt Disney, and his brother, Roy, has a quote, “It’s not hard to make decisions when you know what your values are.” And I think that speaks loudly today. If you know what your values are, the decision should be easy. You may not like the answer, but the answer will be clear. So believing deeply is the first of those behaviors.

Secondly, confronting reality, openly. We looked at JFK and 18 months before the Cuban Missile Crisis, which is the the event that’s profiled in the book, was the disastrous Bay of Pigs invasion.

And in hindsight, Kennedy realized that he had not opened up the discussion more broadly; people had been pigeonholed in in their thinking, and there was a lot of peer pressure to let the conventional wisdom of the CIA take its course. And what happened was that it ended in disaster.

And so when the Cuban Missile Crisis came around, Kennedy said, “Look, I’m learning from those mistakes. We’re going to bring in lots of people, we’re going to get fresh ideas, we’re going to bring in outside experts.” He even decided, “I’m going to leave the room sometimes, because I know that I can have an influence on people needing to say what needs to be said,” and he asked a lot of questions. And those questions were all aimed at confronting reality, facing the facts. There’s a need to cultivate curiosity.

And we talked about 3M and William McKnight, and the culture that he instilled inside of 3M, to make 3M, one of the most innovative companies in the world. There’s a notion of engaging meaningfully. And we look at the Apollo 13 crash and how these guys on the ground had to solve a problem 250,000 miles out in space with only the materials they had, and they had to bring everyone together under the crunch of time to do that.

There’s an element of deciding speedily, and then the need to adapt proactively. So all of those things, way into it. I think it really goes back to knowing what you want. And in my talk with the executives that I work with, what ultimately comes from these discussions is that it’s not as hard to achieve what it is that you want.

What’s harder than achieving what you want is knowing what you want. And so I think that before you can make decisions, again, I come back to those two things: You’ve got to know what your values are, and you got to know what you want. And I think pound for pound, that’s how you get through to get more of what you want, and how you make better decisions.

Pete Mockaitis  
Understood, yes. Great. Let’s talk about that. How does one get to know what they want? And I imagine the true depth of what you want is often not what leaps to mind off the surface?

Greg Bustin  
Well, you’re exactly right, Pete. I’ve actually got a form on my website that your listeners can download for free. It’s called “The Seven Fs.” It’s an F as in Frank.

The mind is a funny thing. Sometimes we need to let it roam freely. Other times when you let it run so freely, you’re just overwhelmed by the number of choices. And so what this seven F’s document does is it really forces people to say, “Okay, when you think about your friends, what do you want when it comes to your friends? When you think about financial? What does it look like when you talk about financial? When you think about your fitness, what does that really mean?”

When you start putting some definition around those things, “fun” is one of the Fs, right? When you when you talk about fun, you know, what does that look like? And so when you start compartmentalizing these aspects of your life, it really allows you to get more specific about deciding what it is that you want.

You know, my dad had a phrase that I loved. I mean, I was talking to him one day; it was after I’d started my own business. And frankly, I wasn’t very happy. I mean, my name is on the door, I’ve got all these people working for me, and I’m making a lot of money. I’m not happy. And he said, “Look, do what you love with people you love at a place that you love.” And what I realized is that what I was doing was, it’s like, okay, on the surface, it all looked good, but it wasn’t very fulfilling for me. And it wasn’t very gratifying for me.

And, you know, I asked him. I said, “Well, what about the money?” And he said, “Well, the money will come,” and he was right. And I think a lot of times, you know, we need a setback. Or maybe we need a shock. Or maybe we just need to take the time to reflect.

I was talking with an executive just a couple of days ago, and he said, “You know, the job that I’m in, I’m not sure I’ve trained all my life for this job. But I’m not sure that this is what I want.” And I said, “Well, what do you think you want?” He said, “Well, I’m not sure.” And I said, “Well, I would keep doing what you’re doing, and doing it the best that you can. And I do believe that over time, something will reveal itself to you.”

Just to be clear, I don’t think that you can say, “Okay, I’m going to check everything that I’m doing and go off on some wild hare.” But I think that you need to be in tune as to whether or not the amount of time that you’re putting in at the workplace is creating the kind of fulfillment that is worth the trade-off of spending time away, perhaps from your family, or a hobby, or just relaxing, or the ability to even take a vacation.

Again, I’ve got this document that’s designed to at least become a catalyst to get people to pause and reflect.

And that’s really how the book is served up. It’s not really a “do these five things, and you’ll make better decisions,” but rather, “Here are some historic events that changed the world’s trajectory. In here are some questions around each of those events that give you the opportunity to pause and reflect and think about how that applies in your life today.”

Pete Mockaitis  
I dig that. And so when it comes to your own decision making, I’d love to get your view. So I guess you’ve laid out into your core values and what you’re after, and these Fs. And so then, can you share, you know, what are some of these values and things that you want? And a decision that you approached recently that flowed?

Greg Bustin  
Yeah, that’s all well, that’s great. You’re making me eat my own dog food. And I love it. I had an opportunity. So I run these chief executive groups for small and mid-sized organizations. The smallest is probably $10 million in revenue a year, 25 employees, the largest is multi-billion, with employees, you know, all over the country, in some cases outside the U.S.

And in one of these groups, I had a couple of these CEOs that were exhibiting what I would call bad behavior. And I knew it, and I tolerated it for longer than I should. And really, the tough decision that I made ultimately was, “this is not fun for me, these guys don’t share my values.” My values are about helping people grow and learn and develop and improve. And these couple of guys were not sharing in that. And they were pretty disruptive in the meeting.

And we would get together once a month. And you know, we’re talking about 14, 15 people around a table. And finally, I just said, “Look, I’ve had enough.” And I talked to them about it, and I talked to several people: I talked to my wife about it, I talked to a couple of other folks that I trust, and the answer was consistent. It’s like , well you’ve got to do what you need to do. You already know, you just need to do it. And what I was afraid of was that they would leave and it would put the rest of the group at risk, because I knew that, you know, three or four people would leave the group.

And finally, I just said, “Look, that’s it. I know what I need to do, I just need to do it.” And that’s actually a quote that I have from Amelia Earhart: “The most difficult thing is the decision to act. The rest is merely tenacity,” right?

And so I knew what I needed to do. And I had a conversation with these two CEOs. And they left the group, and four of their friends went with them. And I thought, “Okay, this is it.”

That was about a year and a half ago. I’ve rebuilt the group, everybody’s there for the right reason. I’ve never been happier. The people who were there are all bought in on what it is that we’re trying to do. But it was a moment of truth. And I think that when you look at some of these decisions, you know, sometimes what happens is, you make the decision when the pain of doing nothing is greater than the pain of doing something, right?

So in my case, it’s like, “Look, I could keep doing this, and keep kicking the can down the road.” But I was not looking forward to those meetings. I could tell that there were other folks around the table who were not happy with that behavior. And if I didn’t do something, then I might lose the entire group. As it was, I lost half the group. And we’re better today for it. And so I think that, you know, one of the things about decision-making is that doing nothing is a decision to not act. And so that was the decision that I was choosing to make. And so finally I just said, “Okay, I know what I need to do. And I’d rather just do something and see what happens, as opposed to continuing this and not having a productive experience.”

Pete Mockaitis
I hear you. Well, not that we need all the lurid details, but I think it would be helpful if we had this little bit of a sense for what do we mean by “bad behavior.”

Greg Bustin
So there were two or three things. So there was a lot of judging that was going on with some of the folks. And so this idea is that you’re coming in here, you’re all from noncompetitive businesses, and the ideas that you can share openly, because, look, everybody generally, when it gets down to it, is talking about the same thing. You’re talking about customer issues, you’re talking about employee issues, you’re talking about money issues, and you’re trying to make your business perform at a higher level.

And you know, people would come in and open up and somebody would just kick the heck out of them, you know? And it’s like, look, it takes some level of courage to open up your heart and say, “Look, I’m scared,” or “I’m screwing up,” or “I’m not sure,” or whatever. And you know, these guys would go, “Oh, you know, well, that’s easy,” or whatever. There was also the idea that when you looked at their business, they weren’t really moving forward. And so, it was really, “Hey, let’s come in, let’s have some yucks, you know?”

“Let’s talk tough, and then let’s figure out where we’re going to go afterwards for cocktails.” And it’s like, look, that’s fine to do that. But really, our purpose here is to help each other get better. And so there were just some things like that, that were counter to the kinds of values that I was looking at, which is, “Look, let’s be authentic, let’s be honest, let’s be supportive. And let’s be all in on this,” because the money is the least of what these guys are paying. These guys are giving up.

I say, “Guys, guys and gals, are giving up a day out of their life, and they’ll never get that time back. So it’s up to me to make sure that we’re making the best use of that time.” And so it just seemed like we weren’t making the best use of that time. And it was becoming evident to some of the other folks in the group that, you know, “these sessions are starting to look like a waste of time for me.”

So anyway, those are some of the things that just say, “Okay, I’m sort of backed into a corner.” And, some of these events just happened to ordinary people, like the first female senator of the United States, got the job because her husband died. But she made the decision. And the decision that was profiled in the book was she made the decision to run again.

Nobody believed that she would run again. Hattie Caraway is the first woman to be elected a U.S. senator. So I think there’s a lot of instances where people were just living ordinary lives, and then an opportunity came their way. And they had the opportunity to step up and do the right thing. And that’s what really distinguishes a lot of these decisions.

Pete Mockaitis  
Oh yeah, that’s good stuff. I’m a sucker for stories, aren’t we? The human condition, and say, so you wisely put together 52 of them, as opposed to, you know, a list of cognitive biases and the scientific research for them, which you would make a good book for me. I’d like that.

Greg Bustin  
Well, you can write it, Pete.

Pete Mockaitis  
I have a poster of cognitive biases in my home office. Fun fact. Anyway, when you share the feedback, like, “Hey, this is what I’m seeing with regard to, you know, how the meetings are going and how you’re behaving and the implications of it.” And they just sort of stormed off. They’re like, “Well, I never, Greg!”

Greg Bustin  
No, I don’t think people like ultimatums. I think they like options. Sometimes, you need an ultimatum. And what I said to these folks is, “Look, you clearly joined for a reason, I just want to make sure that we realign on what that reason was. “Here’s what I’ve been seeing. I think you’ve got a great heart, you’ve built a successful business.”

The behavior that I’m saying is A, B, C, and D. And if that kind of behavior continues, I don’t think this is a great fit. If you want to modify that behavior, and be the kind of person that you were when you joined the group, then that’s a cool thing. And they basically said, “Okay, I thought about it, and I don’t really want to modify my behavior.” And it’s like, “Well, that’s cool, because we’re all about modifying behavior so that we can improve.”

Pete Mockaitis  
Yeah. Okay. That’s cool. All right. Well, so thanks for taking us there, into that tale. And so there you go, because you are clear on those values about learning, growth development, and you were noticing the reality around you in terms of, “This is starting to be not fun, and not enjoyable, and not helpful.” You went there. So that’s cool.

Are there any key tips, props, questions, scripts, things that are kind of little go-to tips and tricks that you use or recommend to help folks make great decisions consistently?

Greg Bustin  
Well, to be very practical, I think that you’ve got to get into a rhythm or a cadence or a habit. And I think that one of the best ways of doing that is to be very clear on goals.

I’m a big goal person, whether it’s weekly goals, or monthly goals, quarterly goals, annual goals, and I’m talking personally, as well as at an enterprise level, I think that that the people that are successful, are driven by something, and they are driven toward something. And I think that from a practical standpoint, the best way to do that is, “Hey, make a list, block time on your calendar, get some people around you that you trust, who may actually think different than you, or think differently than you so that you can bounce things off of them.”

I think that being clear on what you stand for, being clear on what you’re after, and then having these very specific mile markers in the road that show, “Hey, I’m making some progress toward this, because all of those involved decision making,” it involves, “Okay, do I do this? Or do I do this? Is it a trade off? Is it a priority? Do we have the time for this? Do we have the money for this?” Whatever the case may be.

And I think that when you have that clear picture, you’re willing to give up things or make sacrifices in order to get that.

I think the best decisions that I make are driven around having, again, a set of values and a set of goals that you’re driving toward. And I think that, you know, one of the best ways to create a new habit is to make a list. I think that is a very powerful way of doing that.

I use gold boards with just sticky notes at the end of every year. And I take my groups through this. It’s like, think about the things that are important to you, when you picture success and why you’re doing what you’re doing. What is it that you’re doing that is going to cause you to be fulfilled?

We’ll write those words down, be very specific about the type of fulfillment that you’re looking for. Now write down the categories that you need to work against, in order to make your life fulfilling, and then you put little sticky notes under that. And I mean, people love that. They’re like, we present them at the end of every year, I check up on them monthly, and they’re like, “Hey, check that off. I’ve got a new sticky note now.” And you know, whether it’s take a vacation or,, be at home three nights a week to have dinner with the kids, or whatever it is, you know, make it real and make it visible.

Pete Mockaitis
And do you have any quick tips when it comes to cognitive bias, how to fight that well?

Greg Bustin
Well, I think the way you fight it well, as I’ve already alluded to, is you’ve got to have people around you that you trust and respect that are willing to say, “Look, there’s a blind spot,” or “I don’t think you’re seeing the whole picture,” or, you know, “I think that here’s another point of view that maybe you haven’t considered.” And I mean that’s what these groups that I lead are all about. And it’s about people whose only agenda is to see the other person in the group succeed.

So there’s no commercial gain for that, and the way around the cognitive bias to miss something, is to have other people around that can look at things differently. I mean, our subconscious plays tricks on us. I’m sure you know, that’s what optical illusions are all about. It’s not that I didn’t see it, it’s that the brain doesn’t get it. Right?

And so we need to have other people around us that that we trust and respect to point out those blind spots and to say, “Well, maybe there’s another way of looking at this that you’ve not considered.” And I think that when you do that, that can help at least mitigate some of the biases that we have to make decisions that aren’t always in our best interest.

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

Greg Bustin  
Well, these are my favorite things, because I love what I do. I would invite your readers to go to my website.

There are five lost chapters. You might imagine with all these different historical events, I couldn’t fit them all in, and there are five lost chapters that aren’t fully baked yet, didn’t make it into the book. And your listeners can go to my website and download those for free. And then if they’re interested in wanting a little bit more than they can, they can spring for the book.
Pete Mockaitis  
All right, perfect. Well, now can you share with us a favorite quote, something you find inspiring?

Greg Bustin  
Well, I already told you the one about my dad. The other one that I think really describes my work ethic is from J. Paul Getty, which I’m sure you’ve heard: Rise early, work hard, strike oil. It’s like, no excuses. It’s like get up, work hard, and make things happen. And I’m very results-driven. I’m very goal oriented. And that’s a favorite quote for me.

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

Greg Bustin  
Well, I was just taking a break from research, because I just spent about a year researching this book. I am rereading a book where the centerpiece is an essay by Peter Drucker, and it’s the title of the book, called On Managing Yourself. It’s one of Harvard Business Review’s, 10 must-read books. And it’s just a great reminder of some really practical wisdom by some of our greatest thinkers, and the leadoff hitter is is Peter Drucker.

Pete Mockaitis  
And how would a favorite tool? Something you use to be awesome at your job?

Greg Bustin  
Well, the tool that I use, I mentioned, is the goal board. I believe in that. I mean I’m a big accountability guy, and in the research that I did on accountability, which is my previous book, is that accountability is not a bad thing. It’s actually a support system for winners. One of the reasons where accountability breaks down, or one of the places where accountability breaks down, is the failure to make performance visible.

And so I believe that, you know, being able to visualize very specifically, “This is where I want to go, these are the things that I’m going to do to get it,” and then to be able to literally either take off the sticky note and put a new one up, or check it off or do it on your computer, that, to me, is very fulfilling.

And ultimately I’m driving toward, you know, something bigger than just a list. I mean, I had a list of the 52 chapters, and I blew it up, and, you know, four foot by six foot poster, and I would check off each chapter as I wrote it. And that was very inspiring to me, to say, “Okay, I’ve gotten another one down, and I’ve only got this much further to go.”

So I use a lot of visual tools, both in my computer, and you know, mounted behind my door in my office so that when I close the door, you know, there it is, and I can see how I’m doing.

Pete Mockaitis  
Awesome. And tell me, is there a particular nugget you share that really seems to connect and resonate with readers and listeners?

Greg Bustin  
Well, I think the nugget is, when it’s time to decide, it’s time to decide. You know, things that must be done eventually must be done immediately. And so when you are not deciding, you are effectively making a decision to do nothing. And so I think that, you know, and I told you the story about that, and I did nothing for many, many months until I finally had to pull the trigger.

And so I think, you know, the idea is, again, when you know what you want, the decision should be easy. The decision was easy for me, I just didn’t want to do it. And then finally I did it. And of course I felt better.

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

Greg Bustin  
I would point them to my website, www.bustin, B as in boy, U-S-T-I-N.com. bustin.com. There’s all kinds of free tools like the one I mentioned, blogs, exercises. The five lost chapters from my book are there as well, and I would love for folks to visit.

Pete Mockaitis  
And do you a final challenge or call to action for folks?

Greg Bustin  
Well, that’s fine. Yeah, the final call to action is everybody’s got a decision they need to make, and my question, really, or my challenge would be in the form of a question, which is, what’s the significant decision you must make in the next 60 days? And what do you need to do in order to make that decision? And who can you call on for support, to propel you into making that decision?

Again, most of the big decisions, it’s not as simple as yes or no. Sometimes it is, but it’s not as simple as yes or no, or this or that, or black and white. Oftentimes, there may seem, at least on the surface, a lot of gray. And so having someone that you trust, to bounce that off of whether it’s a mentor, or a coach, or a friend, or a spouse, or a partner, is a good thing.

Pete Mockaitis  
Awesome. Well, Greg, it’s been a lot of fun. I know you’re taking a break from executives right now to talk to us, so I appreciate that. You’ve got a cocktail hour calling; I wouldn’t want you to miss any more minutes of that.

Greg Bustin  
Well, I’m sure they’re starting without me, Pete, but that’s it. That’s cool. I’ve loved our time together, and I really appreciate you having me on.

431: Leadership Practices You Should Stop with Sara Canaday

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Sara Canaday says: "What is consuming your calendar? And does it really belong there?"

Sara Canaday highlights key places where conventional leadership wisdom needs to be replaced.

You’ll Learn:

  1. A common leadership practice you should replace
  2. Why we should value soft intelligence as much as we value hard data
  3. How the bias for action can get in the way of progress

About Sara

Sara Canaday is a leadership expert, keynote speaker, and author.  She works with leaders and high-potential professionals from organizations around the world to expand their capacity to innovate, influence, engage, and perform. Her new book, Leadership Unchained: Defy Conventional Wisdom for Breakthrough Performance, is now available on Amazon. For more information, please visit SaraCanaday.com.

Items Mentioned in this Show:

Sara Canaday Interview Transcript

Pete Mockaitis
Sara, thank you so much for joining us here on How to Be Awesome at Your Job Podcast.

Sara Canaday
Thank you for having me. Glad to be here.

Pete Mockaitis
Well, I’m excited to have a chat and I recall last time you mentioned that one of your dreams was to be a backup dancer in a hip-hop video. And I understand that dream is still alive. I’d like to know how that’s evolved and if there’s any particular music right now that gets that dream going for you.

Sara Canaday
Yeah, it is still alive. And I think it’s alive because it’s one way to stay loose and to not take myself so seriously. So, I think it’s important for me to keep that dream alive, actually. I think, probably, my kids, my husband and others are glad that there’s that part of me that tries to let loose a little bit and not be so serious.

So, it’s—that dream has served me well. Now, I wish I could say that it’s found me on the stage as a backup dancer not, yet but I can still hold out. And I think the last time we talked, we talked about artists like 50 Cent and Beyonce.

Pete Mockaitis
Yeah.

Sara Canaday
I should say that with a 14-year old and a 17-year old, I’m now listening to pretty heavy, rapid RnB sometimes and knowing that you might ask me this question, it was kind of a shame that I had to look and comb through an artist that I listened to that did not have an explicit song.

Pete Mockaitis
Keep the dream alive, keep it loose. That’s good.

Sara Canaday
Yeah.

Pete Mockaitis
Well, so, you’ve got a new development in terms of a book Leadership Unchained. I’d love to hear first and foremost, what did you find particularly surprising, striking, fascinating as you’re researching and putting together this one?

Sara Canaday
Yeah, well, I don’t know if it was confirmation bias at work here but it seemed that even after I wrote the book or while I was in the process of writing the book, I would finish a chapter, I would finish the research, put it aside. And lo and behold, I kept seeing examples of either companies or leaders, who were doing a semblance of some sort of what I just finished talking about in terms of zigging while everybody else is zagging and how it paid off for them.

And so again, it could be that I was uber open to it on a subconscious level, but I felt that I kept finding reassurances and examples for exactly what I was talking about. And that was surprising and it was exciting at the same time.

Pete Mockaitis
Well, that’s cool. So, I’d love to hear an example there in terms of, what’s a zag or sort of common leadership work practice that you think is best replaced with a zig?

Sara Canaday
Well, I think one of the ones that comes for me last year because it’s not anything I had to research, it’s something that literally popped up. After I already wrote my chapter on this idea of having everything earn its rightful place to be on your to-do list, right. And the chapter is not only look at literally what makes your to do list every day, but what kind of projects, initiatives—what is consuming your calendar? And does it really belong there?

Are you doing it because it makes somebody else comfortable? Are you doing it because it’s always been done but nobody would question whether that report ever got produced? Is it moving you or your team forward? And again, in the chapter, I talked about a company that years ago looked at the number of products it was selling.

And so again, it wasn’t just a to-do list of items every day, it was on a larger scale. And in order to be profitable, they made a decision that was very, very difficult but to reduce that profit or those products from 13 down to two.

Pete Mockaitis
Yeah.

Sara Canaday
And so they had to ask themselves some really hard questions. Long story short, it ended up really working to their advantage. But what popped up several months after writing that chapter was Ford Motor, making their announcement that in North America they were going to stop making Sedans.

Pete Mockaitis
Yeah.

Sara Canaday
Which is stunning, that’s a stunning announcement, but for various reasons—but some of which meant that they sat down and they really thought about what do they need to stop doing in order to grow. And that was just a prime example to me.

Pete Mockaitis
So, are they not manufacturing Sedans in North America or they’re not selling them in North America?

Sara Canaday
They are not manufacturing them—

Pete Mockaitis
Okay.

Sara Canaday
Which means they no longer will sell them.

Pete Mockaitis
So, I will not be able to acquire like a Ford Taurus in a few years?

Sara Canaday
No, they are stopping production of it.

Pete Mockaitis
This is news to me.

Sara Canaday
Yep.

Pete Mockaitis
Plus learning this.

Sara Canaday
Done, over.

Pete Mockaitis
Alright.

Sara Canaday
And we don’t know, right. It’s too soon to tell, we don’t know if that’s going to be the right decision if they indeed will benefit from that decision. We’ll need a crystal ball for that. But I think it’s very telling that they’re making those kinds of moves.

And that leaders and companies, and anybody should be thinking about that. I shared with somebody the other day that two years ago, I put together my kind of business planning meeting and I invited some people that helped me with my work.

And at the time, I was friends with a colleague who was really good at facilitating strategic planning meetings and business planning meetings. And he said, “you know Sara, would it help you if I came and facilitated so that you could actually be part of the meeting and not have to do both facilitation and brainstorming or what have you?” And I said, “sure.”

Well, this man was brilliant because soon after I talked about what I was looking for the next year, what areas of my business did I want to grow? We drew a big pie circle on the whiteboard, and we put percentages of the areas I wanted my company to grow. And I was ready to talk about, “okay, what do I need to do in order to grow?” And he stopped me in my tracks. He said, “No, let’s first talk about what you need to stop doing in order to grow in these other arms of your business.” And that was the best thing he could have asked me.

Pete Mockaitis
Right on. Cool.

Sara Canaday
Yeah.

Pete Mockaitis
That’s a wise tidbit there, with regard to making sure everything earns its place on the to-do list and doesn’t just sort of get there.

Sara Canaday
Right.

Pete Mockaitis
Just because for another person’s expectations or a habit or an old kind of a relic of previous times, which is maybe not as relevant to do now. And that there’s power in identifying what to stop doing. So, that’s well. So, that’s one example but what’s the overall message or thesis of the book Leadership Unchained?

Sara Canaday
So, the overall message is to try to keep pace with this always on, push harder, do more world by taking some counter intuitive approaches. Because what I’ve seen in working with the leaders over the years, whether that’s workshops or speaking to groups of leaders or even coaching them, is that the conventional methods—the things that we were taught to be true, whether from bosses or from reading books—that approach to work, and to leadership is not working anymore.

And that these leaders are not necessarily getting the traction that they used to get by doing more, by following these conventional practices. So, this book is really about the need to change and disrupt the way we work, think, and lead.

Pete Mockaitis
Well, could you perhaps share some of your favorite  evidence of studies or whatnot that shows that a particular conventional method or two, ain’t cutting the mustard the way it used to?

Sara Canaday
Yeah, sure. One of my favorites is this idea of big data, right? And that’s because it’s so relevant today. And so many people think it’s just such a sexy thing, right? Big Data. And I think what’s happened is, while it’s helped us tremendously and helped with medications, new medications or new protocols, I think there are ways that we have almost let data rule our decisions.

And we are driven by the data as opposed to just valuing it and putting it in its proper place. And my favorite study, or at least evidence of how this happens is a story that I read about and then I subsequently listened to a TED Talk by a woman who was a cultural ethnographer. And her name is Tricia Wang.
[11:55]

She told a fascinating story about how she was hired in 2009 by Nokia. And they hired her to find out about a particular consumer group and at this point, that was the Chinese population, and in particular, Chinese immigrants. And to study what their preferences were in terms of smartphones.

And like, what a cultural ethnographer does, she immersed herself in their culture. She spent, I think, up to a year working in the rice paddies, she went to the local internet cafes, and observed and talked to people within that culture.

And what she found was very stunning and that was that the need or the want more importantly for an iPhone and the desire to own an iPhone was so prevalent that these Chinese immigrants were willing to spend half of what they earned in a month just to have one.

Pete Mockaitis
That’s quite the discovery.

Sara Canaday
It was a huge discovery for her. And I’m summarizing this study but—

Pete Mockaitis
For quadruple the price, you could get away with it guys, take away all their worth.

Sara Canaday
Well, what’s interesting is at the time Nokia was building high-end, multifaceted smartphones, and what she wanted them to know and what she casme back to share with the executives about her study was that they should put some of their efforts behind building a lower-end smartphone. That that’s where the market was, and that they would benefit from doing so.

Now, sadly, her small data set was compared to an extremely large data set that was more hard data, right. And they really didn’t move in that direction because they thought that her data wasn’t sufficient enough, and that it wasn’t “hard enough”.

And they did not go in that route. And we all know what happened to Nokia. Right, so, that is one example and what she submits in her TED Talk, and in her research, is that we need to value the immeasurable or what I like to call soft intelligence as much as we do the hard data.

Pete Mockaitis
That’s a cool story. I guess I’m not quite following how her big discovery was that their desire for iPhone is so powerful that they’d spend half their income and therefore the recommendation was “make lower-end phones”. I think I’m missing a connecting piece there.

Sara Canaday
Yes, well, I mean, so, she—

Pete Mockaitis
… spend big money, but they don’t try to get that money, I’m not following exactly.

Sara Canaday
They would do so, right. But she knew that if they would change their strategy to make lower-end phones that even more people would buy phones.

But she was not in any way saying that they should keep building the higher-end smartphones. Because remember, these people worked in rice paddy, so even half of what they earned wasn’t necessarily enough for the product that Nokia was building at the time.

Pete Mockaitis
Okay, there we go, right, that’s the missing link.

Sara Canaday
Okay.

Pete Mockaitis
I thought they were immigrants into the U.S.

Sara Canaday
No, and I should have correct that, they weren’t—I think I used the word immigrants. Migrants.

Pete Mockaitis
Okay, okay, gotcha, gotcha.

Sara Canaday
Yeah.

Pete Mockaitis
I hear you. So, it’s sort of like, “hey, they’re willing to spend half their income but half their income isn’t cutting it—

Sara Canaday
Yeah.

Pete Mockaitis
Therefore, if you have something at this price point—

Sara Canaday
Right.

Pete Mockaitis
… great shape because folks will spend half their income and get a great phone that has a lot of cool features but maybe not everything, and the kitchen sink, which would dwarf what they can do?

Sara Canaday
That’s exactly right.

Pete Mockaitis
So that’s a discovery that you can make when you’re going deep into immersing yourself in a culture and an environment. But that you may very well miss if you’re just looking at sort of billions of scans of retail consumer electronic transactions and what those are telling you.

Sara Canaday
Right, right. And a lot of times what I see happen is that we love to survey our customers, for example. And when we survey our customers, we rarely do so by asking open ended questions. It’s usually some sort of a Likert scale, rank us as a company on a scale of one to 10.

And we take away from that how the customer evaluates us or our products or services. But what we miss is the nuances, we don’t know why they’re rating us the way their rating us. We may not know exactly how they interpreted the question. But we’re willing to come out and make decisions based on these numeric conclusions.

And so I’m just saying, we need to balance that by getting up behind our desk. And whether it’s with customers or with employees, we need to do our own field research, right? We need to maybe observe our employees or customers in their natural habitat, using our products or services or working in our environment.

We need to maybe solicit stories from those that are impacted by our services, by our products, by the way we operate as a company. We need to make sure that we’re including like I said earlier, the soft intelligence, the human factor.

We need to be asking, what might we be missing in this data? What conversations perhaps are we not having because we’re relying solely on this data? Does that make sense?

Pete Mockaitis
And that’s the one you used for your profile and so that really gets me. I’m right with you there when it comes to, we drive these big old decisions from these Likert scales, these numerical things when in fact, maybe, whatever, just make up numbers, 90% of folks chose a six on your seven-point Likert scale. But those people didn’t quite know what you meant by this thing and they assumed meant that thing, and therefore the six, it means nothing.

Sara Canaday
Right.

Pete Mockaitis
Because they weren’t even on the same page that you had thought and hoped and assumed that they were on. So, I’m right with you. So, tell me, what are some of the pro tips for having the best of both worlds in your decision making and research?

Sara Canaday
Well, I think one of the things you can do is if you’re going to collect data, make sure that maybe you have a way to do both quantitative and qualitative gathering, right. So, if you’re going to do a customer survey, maybe you also bring in a customer subset to then talk to you about why they rated you in certain ways, or have a focus group around some of those same types of data sets, so that you can pick up all the nuances behind the ratings. I think those are really important.

Some companies will interview potential customers at the point of purchase, so they haven’t really purchased your products or somebody else’s. But you can maybe understand what they’re using in terms of comparisons, how they’re making their decisions between you and perhaps your competitors.

If we’re looking at employees, I know that an example that was used for years is this idea of exit interviews, right? And understanding why people are leaving your company to get better informed. But how about asking people what really drove you to make the decision to come with our company? What was it about that the way we engaged you with us through this process, helped you decide to come work for us? Those are the kinds of things where we’re asking things at a much more qualitative level and not just quantitative.

Pete Mockaitis
Yeah, that’s right on. Okay, so, there we go. That’s one piece of conventional practice, like the numerical, quantitative big data rule all that can lead you astray.

Sara Canaday
Right.

Pete Mockaitis
If you kind of overlook the other parts to the picture. Are there some other pieces of conventional leadership wisdom practice that can be potentially problematic, and that you would amend just as we’ve done here?

Sara Canaday
Yeah, well, the very first chapter I talk about one everybody can resonate with is this bias for action. And it’s something I prided myself on through my years in corporate, right. That I was the person that could get things done. It was somewhat …, but something I also trained myself to be very much about productivity and taking action.

And this is still a work in progress for me, but what I’ve seen is that that actual bias for action, that tendency to be always moving forward can actually get in the way, it can get in the way of innovation, it can get in the way of figuring out how to keep up with this just overwhelm of information, of being able to make good decisions in this instant response world.

So bringing this down to the individual, my discovery and my suggestion to leaders who are trying to keep pace, and for anybody who’s trying to keep pace, is that they consider making an unbreakable appointment with themselves, whether it’s daily or weekly.

And this is an appointment not—this isn’t mindfulness, this isn’t meditation, although I believe in those things. This is about just stepping back and looking at everything you’ve consumed that week, in meetings, what you’ve read, data reports, and letting that percolate.

So that you can really make meaning of what it is, you can separate the wheat from the chaff. And you can make connections where there seemingly may have not been connections before.

That is the sort of counterintuitive practice or zigging while everyone else is zagging. And in fact, what I always say is the willingness to sit still, while everyone else is in motion.

Pete Mockaitis
Gotcha, cool. Well, tell me Sara, any other key things you’d like to make sure to mention before we shift gears and hear some of your favorite things?

Sara Canaday
Well, I think that the only other one that’s a again a work in progress for me, is this idea that I brought up right at the beginning, which is making sure that you put as much emphasis into what you’re not going to do, what you’re going to stop doing as much as what you’re going to start doing.

I think that’s an easy thing to do and I always encourage and challenge people that I’m working with or speaking with is to start your day tomorrow and instead of looking at your to do list, try and stop doing list. Just try it on for size, see how it feels.

Pete Mockaitis
I dig it and as you in your own life and work with clients, what are some of the things that tend to appear most frequently on stop doing lists?

Sara Canaday
One of the first things that I see a lot is that I’m going to stop endlessly checking my emails, that always bubbles up, people admit that they don’t put their emails on— they don’t close out their emails. And that that’s an incessant checking of their phone, of their social media, that they’re literally going to close off and not be tethered to those things.

The other is they’re no longer going to value themselves based on somebody else’s expectations. They’re not going to let somebody else’s expectations or I don’t know what the word is I’m looking for but they’re going to start to sort of take charge of their own calendar, if you will.

And I know that that seems hard to do, right. We’ve got people who are relying on us and that have expectations but I think there are some things we can do to drive our own calendars instead of letting somebody else do it.

Pete Mockaitis
Lovely, thank you. Well, now if you will share with us a favorite quote that you find inspiring

Sara Canaday
Well, I think it’s fitting with the topic today and it’s one that was shared by Warren Buffett in one of his speeches several years ago, and it’s quite brilliant, “the chains of habit are too light to be felt until they are too heavy to be broken”. That is one of my favorite quotes.

Pete Mockaitis
Yes, I believe he is correct. It’s really thought provoking.

Sara Canaday
Yeah.

Pete Mockaitis
It is like oh—

Sara Canaday
And he can’t take full credit for that. Apparently, he took part of a very similar quote from a gentleman named Samuel Johnson. He had read something very similar years ago, but he made it his own. Those are his words. Those are Warren Buffett’s words.

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

Sara Canaday
Well, again favorite study is one that is that I uncovered while writing this book. And it was from the Journal of Economic Psychology and it’s interesting. The researchers studied videotapes of goalkeepers and these were top Soccer League goalkeepers. And they analyzed 286 penalty kicks to determine the probability distribution of kick direction and then the responses they elicited.

In other words, what they discovered was that the optimal strategy for goalkeepers was to remain in the center of the net during a penalty kick, not moving to the left, not moving to the right. And by doing so, they had a 33% chance of blocking the ball.

But what they discovered is that these top goalkeepers only stayed in the center six percent of the time. And this study was exactly about our bias for action. And that is what was propelling them to move either to the right or to the left, the idea of doing nothing and standing still, even if they knew that it was going to increase their chances of blocking the goal didn’t work. Again, that bias took over.

Pete Mockaitis
That study is so fascinating because the notion is that you look like a moron.

Sara Canaday
Exactly.

Pete Mockaitis
It’s like if the goal goes in, and you stayed in the middle and moved nowhere, then like the crowd is just like eats you alive, like, “look ….”.

Sara Canaday
Right?

Pete Mockaitis
… do your job”.

Sara Canaday
Exactly.

Pete Mockaitis
It doesn’t quite work to your back,  “it’s statistically optimal for me to stay …”. It’s hard to argue with screaming crowd but thank you.

Sara Canaday
Exactly.

Pete Mockaitis
And how about a favorite book?

Sara Canaday
This is so hard. There’re so many books that I like, I think one of the best books, it’s been years, but it’s The Big Leap. It’s by Guy Hendricks and it’s probably one that’s a cross between a business book and a personal growth book. And I think that’s why I liked it so much because I’ll either read business books or I’ll read for sure, pleasure and this one kind of had a mix of both. So, I really liked it.

Pete Mockaitis
Okay, thank you. And how about a favorite tool so that it helps you to be awesome at your job?

Sara Canaday
I got to say that this sounds so trite but LinkedIn. I think about what I do with that tool, like, every meeting I have, phone or in person, I can go in and I can read about that person, I can find things that we may have in common to talk about. I can appear more prepared, or in the know just by looking at some of their history or what it is they do, what their role is. So, it’s just a fascinating tool.

Pete Mockaitis
Yeah, I’m a huge fan myself. I got the premium and I use it.

Sara Canaday
Yeah.

Pete Mockaitis
And … go reach out to Sara and myself on LinkedIn, listeners.

Sara Canaday
Yeah.

Pete Mockaitis
For me the secret password is either a boy band lyric or, “hey Pete, I like the podcast”, just to help differentiate you from the inbound sales funnel lead …

Sara Canaday
There you go.

Pete Mockaitis
That I’ve been getting more and more of lately.

Sara Canaday
Yeah, …

Pete Mockaitis
I’m sure LinkedIn is gonna find out how to crack down because they’re brilliant over there.

Sara Canaday
Yeah.

Pete Mockaitis
Anyway, yes LinkedIn is good. We are agreed on that point. And how about a favorite habit? Something that you do that helps you to be awesome?

Sara Canaday
Oh, you’re gonna laugh, when I read this favorite habit, I didn’t look at that it helps me to be awesome. Although I guess I could find a way to argue it. This is so silly but my favorite habit is that I make my bed right when I get up every morning.

Pete Mockaitis
May be a Navy SEAL guy, he’s all about that.

Sara Canaday
Yeah, well, the reason I like that habit is because I love getting into a completely freshly made bed. There’s nothing worse than getting into an unmade bed. And so, I refuse to do it. And so, I guess I could argue that it helps me get awesome sleep, which means I could be awesome at my job.

Pete Mockaitis
That’s good, thank you. And is there a particular nugget you share that really seems to connect and resonate with folks they quoted back to you?

Sara Canaday
When it comes to mine is when I tell people to be a renegade in their ideas and their approaches, but not in their behavior.

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

Sara Canaday
I would point them to my website, Sara Canaday, or as you said, connect with me on LinkedIn or Twitter or Facebook.

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

Sara Canaday
I’m a circle back to what I said earlier. Get out a piece of paper or your phone and jot down one thing starting tomorrow that you’re going to stop doing.

Pete Mockaitis
All right, Sara, thanks for taking the time. This was a lot of fun.

Sara Canaday
Excellent. Glad to be here.

430: How to Reach the Unreachable: Lessons Learned from Master Teachers with Jeff Gargas

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Jeff Gargas says: "It's important to understand who you're serving."

Jeff Gargas shares best practices from teaching that every professional can use.

You’ll Learn:

  1. Three links between classroom management and organizational management
  2. How to return to caring when you’re not feeling it
  3. How to reach the unreachabl

About Jeff

Jeff Gargas is the COO and co-founder of the Teach Better Team (Creators of www.teachbetter.com, The Grid Method, and Teach Further). He works with educators to increase student engagement and improve student success.

Prior to co-founding Teach Better, Jeff was the owner of ENI Multimedia, an online marketing firm, where he worked with entrepreneurs and small businesses, assisting them with web design, social media, content marketing, and brand awareness.

Prior to all of this, Jeff was an adjunctive professor at Kent State University and spent 10+ years in the music industry. He has spoken at conferences around the country, and has successfully promoted more than 500 events and launched 7 businesses in a variety of industries.

Items Mentioned in this Show:

Jeff Gargas Interview Transcript

Jeff Gargas  
Truly an honor to be on here and I really appreciate it.

Pete Mockaitis  
Oh yeah, well, I’m excited to dig in. And first, I want to hear you share when signing up for this scheduler, that you can “likely cry,” more so within your wife. What’s the story about it?

Jeff Gargas  
I’m a big sucker for romantic comedies, and I’ve always been a hopeless romantic as I describe it, just the way I am. I don’t know. I’m pretty sure I blind my mo, but I’m just a hopeless romantic and my wife’s a tomboy, so I’m more likely to tear up a little bit at a moment. Even if silly, like Adam Sandler romantic comedy, and it shouldn’t be. Too likely, I’ll get there before her for sure. Yeah, like it’s not that uncommon.

Pete Mockaitis  
Oh, that’s funny. That’s funny. I just recently discovered the TV series This Is Us.

Jeff Gargas  
I wanted to get into it. I wanted to get into it because I know what’s going to happen, like my brother and my sister-in-law are watching, my mom is watching, and I’m like, no, I don’t know how to handle that, like, no.

Pete Mockaitis  
It’s like it’s a good thing I waited until I became apparent to watch this show, otherwise… yeah, this is boring but I’m like, “Oh, my god!”

Jeff Gargas  
It’s crazy after you become a parent what other things affect you and you’re like, “Yeah, that shouldn’t. Wow, okay. Wow.” Yeah, it’s crazy.

Pete Mockaitis
Well, so you’re also a listener and fan of the How To Be Awesome At Your Job podcast.

Jeff Gargas
I am. Big fan. Legitimate.

Pete Mockaitis
As opposed to things that publicist say to try to get…

Jeff Gargas  
No, absolutely legitimate fan. No joke. And not because we were doing this, but I was at the gym a couple hours ago, gonna get my workout in. And I was listening to it, with your episode with Michael Hyatt, which was awesome. He’s a big fan of his as well. So yeah, love it, man. Love what you’re doing, totally.

Pete Mockaitis  
Well, I love what you’re doing, you are helping the world teach better. So can you orient us a little bit? So you got a few things going on, what’s up with “Teach better,” and the “grid method,” and “Teach for us?”

Jeff Gargas  
So yeah, the Teach Better team is what we are at things over at teachbetter.com, and we basically work, but we do a lot of stuff with like, our general missions is we work with teachers and school districts to implement best practices, implement district-wide initiatives and other bits and pieces of professional development and training for the teachers.

Essentially, all we try to do is just help teachers be better at what they do. Like, teachers are already doing amazing things in the classrooms, we’re not trying to go in and change what they’re doing. We’re just trying to support them in every way, in any way we possibly can to help them do it.

It all got started with something we call the Grid Method, which is a mastery learning framework that my co-founder Chad Ostrowski, he created in his classroom, basically out of necessity, and you’re struggling to reach his very high-needs population of students and got to the point where he considered quitting, and decided that he either need to go get a job somewhere else, or he needed to figure out how to teach better.

And he luckily stayed in and figured that out. He’s a scientist by trade, so we kind of dissected everything and found best practices that seemed to be, the research showed, would answer his struggles, but couldn’t find a way to put them all together. So we created the system.

And that’s sort of what launched us, as he called me asking about doing an ebook, because I was in the online marketing world at the time. And teachers in his district were asking questions, because basically the students were telling them they didn’t know how to teach anymore, which was fun for him in a lot of ways.

It’s a little target on his back, but also a lot of teachers that were like, “Hey, I want to reach these kids, too.” And then our team will tell you my famous words were, “Dude, we’re not just doing an ebook.” I said, “We have to do something different. You’ve got something here.”

And apparently I was right, because now we try it to schools all over the country, and it’s growing. And we do a lot more than just a good method now and teach for— there’s another model that we have that incorporates classrooms working with community members and mock internships and real life, real purpose situations and all their units, and we do a lot of your just regular base, the best practices and stuff.

I’m one of the co-founders, and I work as our chief operating officer. We’re a small business with a small team, so I really operate also as our chief marketing officer, CFO, HR manager, and just about anything else you can think of. We all wear a lot of hats, but really what I try to do is just work to make sure that we’re doing everything we can to first take care of our team. And then a very, very close second is take care of our partner schools and all those teachers that are changing the world. We’re just trying to what we can help them.

Pete Mockaitis  
And in your work, you say that you have seen many commonalities, connections between some of the teaching better classroom management stuff, and then, you know, nonprofit, government, business organizational management stuff. Can you lay out that link for us?

Jeff Gargas  
Yeah, I think the biggest link, to keep it really simple, is relationships, relationships, relationships, and then environment and culture. So I come from a background in the restaurant industry, managing restaurants, and a wide variety of those also in the entertainment industry for a little while. And I’ve been, pretty much most of my life, ever since I got my first job and was able to get promoted to a shift-level management — I’ve been in management my entire life and the supervisor role.

And now with our team, it’s a little bit different, but so many commonalities there. And then we started to chat, and I started seeing all these connections between like how we needed to build things and run things in our business and the connections they had to the management in the classroom.

And one of the biggest things we saw is like this need for strong foundational relationships and building the right environment, the right culture. So like whether you’re in a classroom, a restaurant, entertainment company, market, firm, insurance agency, whatever it is, you need to build a culture of trust, of positivity, and to build that synergy.

And you need that environment that promotes growth, that promotes passion, that promotes excitement around what you’re trying to do. And in order to do all that, you’ve got to build the relationships first, whether that’s building relationships with your students to understand where they’re at, what they need, and how to reach them, or if it’s working with that new, that new employee, or a struggling employee, and building that.

And from an employee standpoint, if I’m on a team, understanding that I’m also a massive part of building that culture and building that environment, and how I interact with my colleagues, how I interact with my supervisors, and how do I build those relationships that I can understand, how do I do my job the best I can to make my supervisor’s job easier, because that’s going to make my life easier, and so on, so forth. So in my mind, all that comes in on those relationships is the foundation of everything.

Pete Mockaitis  
Okay, so intriguing. Relationships, relationships, relationships. Can you maybe paint a picture for us? So what does it look like for the world class teachers? I guess we’re gonna say relationships, but what does that look like in practice, in terms of what are they doing? What are the key differentiators that these rock stars who are getting huge student learning attainment gains, test scores, improvements rocking out versus the rest of the teachers who are kinda getting by, you know, doing okay. What are the things that they’re doing differently? How are they working their relationships or classroom behaviors in a different way?

Jeff Gargas  
Yeah, man, the relationships are a huge piece of that, because any kind of management system you put in place in your classroom, any kind of new technology, or awesome new innovative type of experience or anything like that, even the lesson plan that you bring in, it’s going to fall apart, if you don’t have the relationships to build on that.

The same thing is, I know the best business plan in the world, but if my team just can’t operate, because there’s no relationship, there’s no culture, there is no environment, it’s not going to work. But I think on top of that, these teachers that we see that are just amazing like that, they just have a refusal to quit, they refuse to quit. We call it the Teach Better Mindset.

It’s this relentless pursuit of better. It’s not perfect, it’s never going to be perfect, it’s just better — better today than you were yesterday, better tomorrow than you were today. That’s what we preach on. And it’s never this, “Hey, we want to change everything you do,” or, “Hey, you got to fix everything,” or, “You’re not good.” It’s, “You can always be better.”

And the champions that we see, these teachers that are doing amazing things, as they always look every day that reflect in their software, and they’re always thinking, “What can I do to be better? How can I reach more kids? It’s never enough until I’m reaching 110% of them.” Right?

So I think the teachers that refuse to accept anything but the best for the students, and who go above and beyond every single day to do whatever it is that they need to do to support those kids. And basically, I mean, if you think about, they’re spending their days just pouring love into other people’s kids.

I mean those are world changers, that they dedicate so much to it. And I think it’s really just that refusal to accept anything, and they’re willing to take risks and put themselves on the line and challenge themselves every single day, every single second of every day to do better and be better for the kids. Those are the ones that are really making those differences.

Pete Mockaitis  
All right, that’s awesome. Maybe could you could share a story in terms of a teacher who’s really just doing that great? So I just sort of get a sense for, build relationships and never quit. What does that look like in practice?

Jeff Gargas  
I can think of a lot of stories, but it’s all slightly general, more general. But like, it’s a teacher that you mentioned that’s already doing pretty well, right? So, you know, I’ll talk about Ray here, she’s on our team, but she’s also a phenomenal teacher, which is why we checked her into working with us.

So Ray, you know, was a good teacher, she was doing well. You know, she did well on her observations, she was reaching most students, they did well, the bell curve looked like it should as the average kid was doing well. And she could have easily skated by and been okay, and just probably had a good career, probably worked her way up to maybe being a principal one day. That was, you know, she was gonna go back and get her license, probably could have, you know, she’s got the personality and charisma to where she could have easily got into an admin position and probably, you know, had a nice career.

But early on, she decided she was not okay with being okay. And she… look, she said, “My kids are engaged, but are they as engaged as they possibly can be? My kids are doing well, but are they doing as well as they absolutely can be. I’m reaching most of my kids, but am I really okay with most of my kids?” And then she wakes up and says, “Man, I hope I hit some of my kids today. Like, that’d be great.”

No, I wake up and I say, “I want to have every single one of my kids grow today.” And I think it was that passion and her and then like, again, that’s where piece of equipment the way she did it. She said, “This isn’t working. I’ve got a lot of great pieces, but I need other pieces.”

Actually developed our Teach Further model. She’s the one who, like that was one of the things that caught our eyes. And she said, “How can I take what I’m doing, these fun activities, and really make sure that I’m not just putting in fluff?” Ray’s biggest thing is “Fluff is not enough.” And by fluff, I mean, it’s really, you know, it’s easier to create a classroom that looks really cool on Instagram, that looks really fun and engaging. But if there’s no purpose underneath it, there’s no connection to what they actually need to learn in the real world application of what they’re learning in your classroom. It’s just fluff. It’s not actually doing much other than just, you know, being fun for Instagram.

And so she said, “How can I do that? How can I make these connections?” And then she started reaching out and calling companies, businesses, saying, “I have this idea. I’m wondering if you’d take this crazy journey with me, and allow my students to operate in a mock internship with your company, and here’s how I’m going to connect it to my math standard, here’s how I’m going to connect it to my ELA standard,” and the way that she started connecting pieces to real world applications, to these seemingly boring math standards and things like that, is phenomenal.

And now, we’ve sent them to build, help teachers all over, connect with major companies and businesses and do some amazing things. But, you know, she’s a great example of that teacher that you were talking about, that rock star teacher that just said, “I could be okay, I can be comfortable, I can get by, but I refuse to do that.”

You flip that, you see it in the corporate world — I saw it when I was managing people in the restaurant industry of kids who came in and out a lot of time. I was in fact in the quick service industry, kids come in a lot of times, the first job, first opportunity, they’ve taken a management position or have a little bit of responsibility.

And you have some that said, “I’ll just do what I need to do, because I’m just here while I’m figuring out what I’m doing my life, because I’m going to college, it’s a part time thing,” and others that looked at and said, “If I’m here, I’m going to be the ‘best here’ I possibly can be. I’m going to learn everything I can, I’m going to pick the brains of the people that are here, and maybe I’ll end up in this place forever and I’ll retire here, or at the very least, I’m going to take it and make sure I get the most out of this experience. So that when I go on to the next part of my journey, my life, I can be the best I can be there.”

I think that’s the same thing when it comes to any industry or in any job you’re in. And it’s this refusal to just settle for being okay. I mean, we spend more than 60% of our lives at our jobs. So if you’re just being okay, that means you’re just being okay, for the majority of your life. I’m not okay with that. But…

Pete Mockaitis  
Okay, so it starts with having a higher standard, a higher bar in terms of, “Okay, we’re going to be the best we possibly can, we refuse to quit.” So once you get that commitment, that fire in play, let’s talk about this relationship stuff. So how does one go about forging great relationships?

Jeff Gargas  
It’s a couple of things. So the biggest thing with me is, I think it’s caring. It’s actually caring, though I have this thing that I talked about a lot, where some people do things because the book tells them to. And by the book, I mean the manual, or the best practice, or the person who says, “This is how you should do your job,” or whatever. And there’s some people that do it because they actually care.

A really simplified answer is in a restaurant, where an elderly couple is at a table, when you go to have a conversation with them. The difference between going there because, well, that’s good customer service, “And our manual says we should focus on customer service,” versus, “I’m going there because just possibly, those are grandparents who haven’t seen their grandson who’s about my age in a long time, and I can give them a little glimpse or reminder of that grandson they haven’t seen for a while. I can have a conversation with them and brighten their day.” Those are very big differences.

In same thing when it comes to building relationships with your employees, with your colleagues, with your with your students. It’s actually caring, and it’s not, “I’m doing this because it’s going to better me and make my life better, even though it will. But it’s focused on how can I help make your day better? How can I actually learn because I actually want to help you?”

And I think in the more and more tactical piece, it’s actually fairly simple. No, we chatter fast, because all the time, we have a thousand conversations about nothing. But truly get to understand that person. Dig down and figure out what they’re actually about, and build that.

You talked about authentic relationships. Authentic relationships isn’t, “Pete likes to be rewarded at work.” It’s, “No, why is Pete like that? What is the actual reason behind that? What what’s going on in Pete’s real life that connects them? Why is recognition at work so valuable to him?”

So that can truly understand what truly drives you. And I think the teachers that truly understand what their students need, and what drives them and each individual student, they’re the ones that reach them, they build those relationships nested and wants to work for them. And I think that’s the biggest piece of that, it’s truly actually caring and then having those conversations to dig down and actually understand those people.

Pete Mockaitis  
Now that’s tricky. When it comes to the “actually caring” part, I’d love to get your take on that: If you if you don’t actually care on a given day, because you’re tired, you’re stressed, you’re overworked, you got so many distractions, whatever your reasons, you know? I’m going to assume you’re not just like an evil, hateful person. But to give a day, you don’t actually care. What do you recommend to get back into that zone?

Jeff Gargas  
So there’s, I guess two parts. One is, my day will be spent figuring out why you don’t care that day, and see if there’s something you can do to fix that. But sometimes, there’re just as a new thing you can do: Would you try to leave it in your car? You can’t, and you just don’t have it in you.

So then, you may still want to practice that, because that’s still important to your and your role, but also to that person. It’s important for them, too, because you still need to understand them. So you still need to dig them. So you may have to practice the fact that, “Today, I got to put on a face and I got to make sure that I’m still digging, I’m still building these relationships, I’m still letting them know that I care.” But you can’t be fake about it.

So if you’re going to come off fake, and they’re going to see through it, that’s going to ruin a lot of the progress you made. So you may have to kind of take a day off, or maybe take not quite as many conversations. It’s not digging up in as deep. But I think the key to that is for now, “Why don’t I care today? How do I fix that?”

It’s one thing to just be down and be like, “Hey, I’m not in the mood for conversations,” that’s understandable. But like, actually not caring? You’re like, “I just don’t care about anybody today.” Like, there’s something else going on there in my mind that needs to be addressed first, and figure out like why am I not feeling this way today.

“And if I’m feeling that way, is it actually going to be harmful if I try to engage with my colleague or with my student or this way, because I’m putting off some negativity?” And so having that self-awareness and reflection on that, I think, is coordinated and figuring out, “Okay, how do I get back onto it tomorrow and I can be authentic again, and get back into doing what I need to do?”

Pete Mockaitis  
And I like the example you brought about with the waiter or waitress in terms of, “Hey, these grandparents may not have seen a really young person in a while. And so this could mean that for them.” So that seems to be a little bit of the formula with regard to “I am putting myself in their shoes and recognizing how the thing I’m doing here can make a world of a difference.”

And for teachers, that’s huge, like, “Hey, what happens here can set the stage for whether learning and growth and development are headed to college or career or interesting fulfillment jobs or, you know, much less pleasant for folks.” So that’s as well as medicine. But I think that some of the other fields I think can require a little bit of thought at times to zero in on who is it that we’re serving, and how is what I’m doing today potentially going to be transformationally amazing for them.

Jeff Gargas  
Yeah, absolutely. I think it’s important to understand who you’re serving, regardless of what industry you’re in, and what kind of engagement can help whatever it is that they’re coming to you for. And I mean, obviously in the hospitality industry, it’s a lot of that communication and being friendly, because you never know what kind of day they’re having. And if you can put a smile on their face, that might be the first time all day.

Same thing in the classroom. It’s like it takes so long to figure out what are those kids coming to school with? What else do they have? You know, what are the other things that they care about emotionally? And you might be the only person in the world that that’s showing them love for the day. That shows you care for them; that’s massive.

The same can be said for your employee or your boss or your colleague, like everyone’s got something going on, right? And you don’t know if the guy in the cubicle next to you or the girl down the hall and in the other office is struggling with something, that just the simple, quick smile, a “Hello, how are you?” an actually authentic “I care, I actually am asking you. I want to know, how are you doing today? What’s going on?”

That can that can make a world of a difference to somebody. And if you have a culture in your small business, big, large business, whatever, that has that, and everyone’s feeling that way, the opportunity for negativity to seep in is far less, which is better beneficial for everybody.

Pete Mockaitis  
You know, I like what you said about the difference a smile can make. It reminds me one time, just a few months ago, I was in church and there was someone who’s just smiling, like completely and thoroughly. It was like, “Wow, that feels really good.” I realized that she was looking at my baby.

Jeff Gargas  
Oh, there you go. That’ll do it, right?

Pete Mockaitis  
I guess that puts you in a good mood. She’s looking adorable, but I was like, “Wow, you know, it’s pretty rare that you actually get to feel a genuine, authentic, full-on smile. Like, I have enjoyed seen you!” I mean babies get it, but we don’t as much.

Jeff Gargas  
Yeah. And you know, the crazy thing is the smile. It’s crazy what a smile does for you. So there’s an author and amazing educator named Adam Welcome. He wrote a book called Kids Deserve It, which is a massive hit and educational, but then he also wrote a book called Run Like a Pirate. In this amazing book, he just picked up with a short, easy read, but it’s phenomenal.

It’s like his story of 2017, he ran a marathon every single month — because Adam’s just intense. But in the book, he talks about, like, one of his tactics for sort of getting through that mental game of running — and I’m a runner, this is why it’s big for me — but it’s to just smile.

And it’s funny, like when I run now, like if I feel like I’m having a hard time getting rid of a mental hurdle, I will smile. But then what’s funny is then I remember the fact that I’m smiling because I had this book said it, which makes me kind of chuckle, and I smile.

I’m telling you, man, it’s like a whole other level, like it just does something to you. Like it’s crazy. So if you can give someone a smile, maybe they give you a smile back. And now you get your authentic smile to yourself. Like it’s going to warm your soul. And I’m a huge fan of that.

We so often as humans just do anything we can to avoid contact, or avoid eye contact, right? Like we look down, we just don’t do anything. I try really hard. And I don’t do it every day, but I try really hard to just smile at people and say hi to as many people as I can, because again, you don’t know what they’re going through. That’s just such an important thing, in my mind.

Pete Mockaitis  
And to point about having a thousand conversations about nothing, in a way, I like the feeling that sentence creates, because it’s sort of like, you could just chill out. It’s like, I’m not intentionally trying to tease out 14 precise takeaways from this discussion.

But yeah, we’re talking about, “Oh, you like pizza? That’s cool. What are your favorite toppings? Oh, yes, sausage is the best,” you know, whatever. And in so doing, you build up a picture. But that being said, could you share what are some of the conversations about nothing that are often quite telling, and they deliver something?

Jeff Gargas  
Yeah, I mean, simple conversations about like, “What did you do this weekend? What are you up to tonight?” and then playing off that at all, like, “Do you do you watch this? Do you watch This Is Us, right? Do you cry during movies? Do you get up? You said you like pizza.” It’s a million different ways.

And you know, with students, a lot of times, it’s, “What did you do this weekend?” And that that opens up another question, noticing something that, maybe they have a graphic T-shirt on, like, “Oh, do you like The Incredible Hulk?” or whatever. Given that, your co-workers can simply just be like, “Maybe they have a shirt on,” you know, depending on the dress code and stuff, but it could be asking them what they do this week, and what are they up to this week, and what do they think about this or that, did they cast a game last night, have they got in that new movie, whatever it might be they have.

You know, just those conversations that just start a conversation about nothing, you give you a chance to just sort of learn a little bit about them, because the way someone tells you about their weekend, or explains what they liked or disliked about a movie, or the team they cheer for, something like that tells you little bits and pieces about that person, you know? You get someone talking.

I’m a Cleveland Browns fan. So you connect with the Cleveland Browns fan, and you connect with another Cleveland Browns fan, that’s a bond that can’t be shook. So those little areas — and a lot of sports teams are like that, like that’s such a connection that you may not know that you have with a colleague or with your boss or whatever — and that simple little connection can change the way you guys communicate forever. Because now there’s that little, like, “Oh, that’s typical Browns, right?” There’s these little inside jokes that automatically form, or you love that show, or, “I’m a huge fan of Friends, the TV show Friends from way back.”

And I had an employee of mind for that for I think five years, he was with us. And he had autism. But he was a credible worker; worked really hard. And he would have moments where he had some struggles, and he got frustrated with what would usually begin, you know, directive, because he’s pretty good at his job. But if we need to direct them, sometimes he took them wrong, he had a lot of stuff in his life that he was dealing with, and people would have to struggle with him.

And when he got into that mode, he was kind of like… you weren’t going to break him. And I would literally just rattle off lines to the episode of Friends, and we would just get going. And it was just this ridiculous, back and forth that no one else understood, because unless they happen to know that one weird episode, but it was just to crack him out of this thing.

And it was a little piece that took me a while to figure out, through just random conversations, where one day… I don’t even remember the actual conversation, but we were talking. I don’t remember the situation with the conversation, we were just talking about… I said something, I came up with a line, that reminded him on an episode, he goes, “Oh, that’s like the time Joey  said blah blah blah,” and we repeated it. And we’re like, “Oh, it’s the connection.” And now I now have my bond with you.

We now have a million inside jokes that we can laugh about. And I now have something that I can pull off to help you get out of a funk if you get into it. And that just, like for me, that made my life managing shifts that he was on so much easier.

Pete Mockaitis  
Well, and I’m curious, as you’re having these conversations about nothing, you’re forming some relationships, you’re learning all kinds of little things. I mean, especially in the context of a teacher with a classroom of I don’t know, 15, 20, 25+ students, how do you keep all that straight direct community particular systems, or tracking, or note keeping?

Jeff Gargas  
Well, you know, we’ve seen teachers do a million other things, and some teachers are just amazing at it. Just really, really good at it. There’s a lot of different types of things of, you know, at the beginning of the year, working with… some teachers do picture things with it, the kids get to share their stories along with pictures, and then the teacher sort of has that on the walls around, in a document or something like that, where they have that sort of resource. But you know, they’re spending every single day with those students

So you’re getting to know what they become, just like your colleagues at work. I mean, if you’re with the same 10, 15 people every day at work for 60% of your life, whether you like it or not, they’re in your life as much as a best friend would be, so you’re able to build that. So, I think, you know, big pieces.

It is much easier if you’re truly caring, I’ll go back to that. Because I don’t have any trouble remembering which one of my friends likes this, or likes that, because they’re my friends. I know though that information because I care about them. And I built it in an authentic way, not because I was supposed to because my job said so.

So it’s tough to remember, “Okay, what’s employee A1’s favorite food?” It’s easier to remember what’s Max’s favorite food, because I’ve built a relationship now, versus “I learned it because I’m supposed to because my job will be easier.” And I think it’s the same thing with teachers, teachers who truly care about their students, like they remember, “That’s Johnny, he has the brothers that do this and the mom that struggles with that,” or the, “He lives with his aunt,” or the “He has this,” and “Now, that’s Sarah, and she has these things.” I think it comes with the actual caring that comes in that situation.

So I think teachers are naturally inclined to be really, really good at that, because their hearts’ there in the first place. They’re trying to do something amazing and reach those kids, but I really think it comes down to actually caring about the people that you’re working with, and people you’re serving, and truly wanting to learn about them.

Pete Mockaitis  
You know, it’s funny, you keep coming back to this caring. And we had an interview with Alden Mills, who was a NAVY seal, and his whole thing was caring. He had a framework: CARE — C-A-R-E, each of the letters has multiple subcomponents that start with a C and A and R and E. So it’s kind of fun little connections here.

Well, so let’s talk about, what are your great phrases that you have for your businesses that help teachers to reach the unreachable? So we’ve talked about some principles that are applicable across students. But if you got a particular employee or student who is noteworthily, seemingly unreachable, what do you do?

Jeff Gargas  
It’s gonna feel like I’m coming back again and again, but it’s the way you understand them, like truly understand the person, to figure out who they are, what drives them, and why they’ve been deemed unreachable. So when it comes to employees, it’s figuring out what are their strengths, what are their struggles, and then working with them to play on those strengths, and focus on those strengths while still trying to build those struggle points, and focus really on what drives them.

You know, one of your colleagues, one of your employees might be driven just by financial gain, like they’re driven by money, and that’s okay. But understand what drives them, versus someone who’s driven by admiration and wants to be looked at as an incredible employee or the best colleague around, whatever it might be.

When it comes to the classroom, it’s finding out what’s driving your students. Are they struggling, or they’re quote unquote, “unreachable” because they come from a really rough home? And their entire life, they’ve been told that they’re there dumb and they fail, and they’re stupid, a knock at school, and no one’s given them a shot because they struggle when they were younger? And now they’re in seventh or eighth grade, and it’s just been the cycle of failure where, you know…

Chad talks a lot about the cycle failures. If you think about a student who goes to school in first grade, like every student goes to the first grade as, “I got my backpack on, and my new shoes, I’m ready to go!” right? “I’m gonna be awesome!” And they go on to try really hard and they get an F, “You failed.” “That’s all right; I’m gonna try again next year.”

Second grade, they go and they’re pumped up. “I’m gonna try really hard to do awesome.” “You failed, you get an F.” “Okay. All right, I’m gonna try really hard next year.”

And again, by the time they hit that fifth, sixth grade, they start doing some quick math in their head, and they’re like, “Huh, you know, if I try really, really hard, I get an F. But if I don’t do anything at all, I also get an F. That’s a lot easier.” Boom, stamped with unreachable. And what happens is, unfortunately, they get kind of written off. And so then, you get this little, like, “Oh, watch out for so and so; he’s unreachable. You’re not going to like him. He’s a trouble. He’s gonna…” whatever.

And the difference is when a teacher chooses to say, “Yeah, I don’t accept that. I’m going to figure out what’s really happened. Why are they struggling?” And in Chad, this is actually, like, I love the asset, because actually, you know the story Chad tells a lot about one of his students, Jesse, who was that kid. He was a kid who was on all those lists that teachers don’t have on the top 10. And it actually ended up where Chad had him at the end of the day, and for a couple weeks, Chad never saw him.

So he thought maybe he moved, because transferring was pretty common in those types of community and stuff. But he asked his colleagues, like, “Where’s Jesse? I haven’t seen him today.” “He was just getting kicked out of class before he gets to yours. He’s getting sent down to school suspension.” Then Chad asked if he could go get him, worked out a deal with his principal and stuff, and actually started going to get him, because he had delta relationship with Jesse.

And you know, “Look, this kid’s just been struggling his whole life. He’s never had anyone tell him that it was worth it,” and he was able to. Long story short is that Chad was able to connect with him, because Chad started to understand that if Jesse had some time to work through things a little bit, and had an opportunity to fail a few times and try again and try again without being told, “I’m dumb,” because a lot of times when students get to a certain point — they get that after that D — their mind goes up, “I’m stupid. I’m not good. I don’t do well at school, I’m not good at school.”

And Chad goes, “Well, if I can give us some time to work on that, and if I’m working my class and management class right way, and I have some time to maybe read aloud to Jesse to help work through these things, I bet he can do better.” And he did he started doing really well, obviously still had some issues here and there and stuff, but end up doing real good.

“I actually am good to be in the class.” And it’s an awesome story that Chad tells that I won’t go into because he’s much better.

But I think it’s the same thing. You know, I think about the employee I was just talking about, it’s a similar thing. Like, when he got on those modes, it was just like, “Well, here he goes again. I can’t, he’s just written off, like you can’t get to him.” And this isn’t to say that I’m anything special or anything, but I was able to find a way to connect with him. To get him out of that. He went from being unreachable to reachable now, and boom, he was doing his job well.

And so, I think that goes for whether it’s an employee, whether it’s your colleague, whatever it is, like, everyone’s got something going on, and it all comes back to this: getting to know that person and truly understanding them and figuring out, “Okay, what drives them?” And then also, what takes them to the spot where they’re quote unquote unreachable? And then what can I do to get them out of that?

You don’t need to be a boss to be the person that gets an employee out of a funk. Sometimes, the best person to do that is a colleague, right? And it’s just like, sometimes it takes another student to do it. But, you know, I think it’s really focusing on understanding that person, and what drives them, and what they need at that time.

Pete Mockaitis  
Okay, well, I’d love to get your take when it comes to to teaching, the actual delivery of learning content, what are some of the key principles that make communication engaging versus kind of lame and boring and not so engaging?

Jeff Gargas  
I think this goes the same as caring over some of the things we say that carries over, both in the classroom and in the world, and all other industries, when it comes to training, teaching, and redirecting all the stuff.

The thing is focusing on the why. So, “Why am I teaching you this content? Why do you need to know that?” And it’s the same “why” as like, “Why do we do this or that in this particular way, in this company?” You can choose to just say, “Because I’m boss, and I said so. Because I’m a teacher, and I said you have to do this, and this is how we’ve always done it.” Or, you can go beyond just barking orders and show them why it needs to be done.

So I talked about Ray earlier, and the Teach Further model. And that’s one of the big things; we’re going beyond just the, “Hey, let’s just do this because the state says we have to hit these standards.” But let’s actually focus on “Why do you need to know this?” Like, why do you need to understand math for the real world? Like, why do you have to understand this concept? Why is understanding history important? Why? Why should you learn coding? Like, what are you going to do with your life? And let’s connect this. “Let me show you how this is connected to real world applications.”

One of the awesome things about the Teach Further model is that a piece of that, at the end of every lesson where wherever unit, where teachers are sending home what we call a “Plan for the Future page,” which is to the parents or stakeholders, whether it is the guardians, it says, “This is what we’ve learned, this is the state-standard hit. This is how we did it. Here’s some of the things that your students showed; that means that maybe they’d be interested in a couple of these fields. And by the way, if they weren’t interested in these fields, here’s the type of education they may need to do after high school.”

We’re doing this at sixth grade levels and fifth grade levels or eighth grade levels. way before they even get to high school, because they need to be understanding that early on, so they can apply all the stuff that they’re learning through the rest of the school into real life things.

And it’s the same thing when you’re in the business world and you’re trying to employees and stuff. It’s like, “I can tell you to just do that, because that’s how you’re supposed to do it, because the rulebook says it,” whereas “I can tell you why the rulebook says why have we determined this, the way of doing this thing or that thing is the best, how does that affect everything else that happens?” Because what I’m essentially doing is saying, “Hey, this is why your job’s important, why your role in this company is important, because if you do this, this is what happens. And it ends up doing this for our customers. If you don’t, here’s how it bottlenecks, it falls down and we don’t get there.”

And so that’s the way that I think takes it from… even the person who goes, “Man, my job says I just do these numbers and whatever.” But it’s like, “If you don’t do those numbers, then x, y, z doesn’t happen. And somewhere down the lot, this ends up happening, that we don’t serve our clients.”

There’s an old story, and I can’t remember who told it originally when I heard it, but they’re interviewing a bunch of people in NASA before, like when we’re getting ready to launch to the moon, way back when. And they were talking do a janitor, and they asked, like, “What do you do?” And he said, “I’m working to put a man on the moon.” And he’s understanding that if those halls weren’t clean, if the garbage wasn’t taken care of, if the lounge wasn’t clean, that affects the progress of everyone else, and could potentially interrupt someone who shot to make a breakthrough to figure out how do we get to the moon.

You can break that down. Like every little piece of the organization is so important that if you focus on explaining to your team and everyone and to students the same way, like why is it important that you’re doing what you’re doing the way you’re doing it, we’re learning these things. How does that affect the outcome? How does it positively impact what we’re trying to do? I think that’s how you get there.

Pete Mockaitis  
Well, I really dig that, because you unpacked the explanation of why, on a few dimensions, I think it’s great as one is, you know, historically, this is what we’ve discovered, and how we ended up here. And the formulation of it is the way it is for this reason. And then this is what happens if you do it, and this is what happens if you don’t. So that paints a picture, like “Well, shoot. This is pretty important. Like, I matter.”

Jeff Gargas  
Yeah, and that’s the key, right? I matter, because who’s going to work hard?” Or someone who just thinks they push papers, or think someone who thinks these papers matter. Like that person who thinks the papers matter. If you’re a manager, listener, supervisor, whatever, one of the other little side effects that this does, and you may not like it, but you should, like, it is that if you’re explaining to people why you do things a certain way, it opens up the door for them to recommend other ways.

And sometimes as managers and owners, whatever, we don’t want to hear it. But it’s really important to close your mouth in that and listen, because they may have something you never thought of, because they’re at the ground level. And that’s crucial. And we see it in classrooms, too, where if you’re explaining to the students why do they need to understand that, they’ll come up with other reasons and be like, “Oh, or because x, y, z?” And you’re like, “I didn’t even think of that call. Like, yeah, I’m gonna throw that in mind next time I talk about it.”

But the same thing in a company is like,

“Hey, this is why we do it.” And they’re like, “Oh, that’s great. Why don’t we do it like this?” And you’re like, “Oh, we probably should; let’s change that.” Like, it’s just powerful in so many different levels.

Pete Mockaitis  
That’s good. That’s real nice. Well, so we hit the Grid Method a couple times in terms of little references. But you know, I just can’t help myself. But I hear Grid Method, I’m already visualizing a grid, and I got to know, what does it consist of? And how might it be applied to folks learning and growing and developing in a grownup work context?

Jeff Gargas  
Yeah, so what the Grid Method is, is a framework for utilizing a mastery learning in classrooms. So when I say mastery learning, there’s a lot that can go into that. But in general, it’s a shift from standing in the front of classroom delivering content to all the students all at the same time and expect them to move all at the same time, to shift into mastery learning, which is where students are moving at their own pace, and only moving on as they master the content and master certain pieces of it.

And a lot of organizations already do a similar version of mastery learning, where you’re in a training program, you have to master a certain level of skill or understanding before you can move on to the next. I think the difference is, and the focus is the speed at which.

In education and a lot of businesses, we set a certain time table. We say, “Well, let’s take it two weeks to learn this. And if you don’t learn in two weeks, I guess you’re just not good enough for it.” Or in classrooms, it’s “If you don’t learn these in two weeks, too bad. You fail, we’re moving on,” right? “If you don’t understand two plus two, we’re moving on to two times two, and you’re just never going to get it at all, ever.”

I think the biggest thing is that individuality, because we need to understand that we all, one, learn differently, and two, learn at different speeds. So if you think about— a real great way to break it down is, think about that. You have a couple kids at home, correct?

Pete Mockaitis
That’s right.

Jeff Gargas
Okay, so when you were teaching them to walk, maybe you’re doing it right now, you probably did it like most people: you stood him up and then they fell a lot, they called, and they fell, and they started using whatever they can to grab onto your leg or the furniture or whatever. And then eventually, they figured out. Now they run around like crazy, if they’re like my kids.

But what if I told you that the way I do with my kids is, I took my son Jonathan, I said, “All right, man, we’re going to do this. We’re going to practice for two weeks, and then I’m gonna work with you. You’re going to fall and everything like this.” Then in two weeks, I said, “All right, Jonathan, here’s what we’re gonna do. I’m gonna stand there, I’m gonna stand the prescribed 10 feet away from you, and now you need to walk to me.”

And he takes a couple of steps, stumbles, boom, falls. And I said, “Well, sorry, son. You failed in the walking test. I guess we’re going to just not learn how to walk. We’re gonna move on the potty training.” It’s ridiculous, right?

But then when we get into school, and in the business, we say, “Hey, you got two weeks to learn this, or you got a week to learn this. And if you don’t, I guess you’re just not going to get it.” And I always wonder how many potentially amazing employees are we not giving a shot to, because we wrote them off? Because they didn’t get it quick enough?

Same in education, too many students get written off as unreachable, or not smart, not good test takers, not good at math, because we gave them a short amount of time. And we expected them to move at the same speed as everyone else. Well, we all learn differently, how to walk in different speeds — some kids walk a year, some take some three years. I mean, same with talk and same with learning how to ride a bike, learn, and everything like that.

So the framework, and just the mastery learning shift in general is focusing on the individual and actually focus on what they actually need, and when they need it, versus when we think they should have it. And I think that’s the biggest piece we drive that helps drive mastery of the content, whether in a school, business, whatever.

Pete Mockaitis  
That’s good. And so where does the grid come into play?

Jeff Gargas  
So the grid, essentially, so when we work with teachers, one of the first things we do is we help them look at their state standards and what they have to meet, what the state says that they’re supposed to be teaching, and we help them break them down and align them to the essential questions that they need to ask their students, that they need to have their students understand. And then that breaks down into learning opportunities and activity, the actual activities that students are doing in order to master the content, in order to master that.

So then, they take all those learning opportunities, which you can think of like a lesson plan, right? We call them learning opportunities, because a lesson is something you give someone; a learning opportunity is something they have to take. So we purposely use those words, but the grid becomes a learning path for their students to move. It’s the guide, it’s their map, if you will.

And it’s this form, these little squares that have activities in them. And it explains what they need to do, what it needs to get to whatever it is that they’re doing, whether that’s vocabulary words, whether that’s science experiments, whatever it might be, and then what they need to do in order to be checked off for mastery.

So students move through these. And so I go and I do what I need to do in square one, and when I’m ready to be checked, and I feel I’ve mastered that, I check in with the teacher, or there might be a self-assessment or automatic assessment through technology, and I cannot move on to the next square until I’ve mastered that content and I’ve shown my mastery at least an 85% or higher level of mastery. And then I move on.

So the grid, if you can visualize, is just a piece of paper with levels, five different levels of those squares. And as students start from the bottom, they build that foundational level knowledge. As they move up the depth of knowledge that’s required, the level of mastery that’s required grows. So there’s fewer boxes, few activities, because they’re a little more in depth as they move on. And as they move up, and they level up in that grid, they’re getting deeper and deeper into that content and into that concept and into that.

So a grid itself would encompass basically sort of like what you would consider like a unit of study. Some units might require multiple grids, some are just one grid. So it could vary from teacher to teacher how much they want to pack in there.

Pete Mockaitis  
Okay, we talked about, is there something in particular that’s on the x axis and the y axis?

Jeff Gargas  
So yeah, so going up on the side, there’s your levels of depth of knowledge. So your x depends on the lead, those are your learning opportunities, right? Those individual boxes that say “This is what you’re going to do to help practice,” and then show your mastery along the moving upwards is that level. So the knowledge we’re referring to, we built it off of what’s called Webb’s Depth of Knowledge. And there’s levels, and it’s moving up, it’s the level of understanding. So as they move up, those levels are showing the level of understanding they had.

There’s actually four levels and depth in Webb’s; we do five levels, because we put like an independent exploration up top for the students that just excel and blow through it, so that once they master content, they can go have fun with it and learn more about it.

Most standards are written in that 2, 3, sometimes four-range, typically two to three range. So most students are going to end up around that level, but you have students that are moving all at the same or at different paces, based on what they need. And so what this does, then, is allows those students that have just get it and they’re just like — we call them rabbits, that are just really quick — and they just get it, they can move and they can keep learning. They can grow, they don’t have to wait for the student that maybe struggles.

But that student that needs a little more time, that needs a few attempts to try to get it because they just don’t get it, now they have the time to do that. You can spend time with them, either one on one or small groups to assess where they’re at, where they’re struggling, to find other ways to explain it to them. Also, side note, build those relationships really nicely there and stuff, and move on. Because what you’ll find is, most students struggle, because of one or two reasons: either one, they already get it, and they’re bored. And so they just checked out of your class. And a lot of times that leaves the problems.

Do you have, like these extremely gifted students that are really intelligent, but they cause problems? They’re just bored. They’re like, “Why am I learning this? I already know it, I don’t need to do this, this is a waste of my time.” Or you have a student that’s just struggling because, maybe they’ve struggled, they have trouble with reading? So like, just basic, simple vocabulary work is really tough for them. And they’re struggling because they’re getting yanked along, and it’s like, “Oh, you don’t know two plus two? So we’re moving on right now.”

“I’m frustrated because I don’t get it. So now I’m lost forever.” And it’s just been a cycle. So, by folks giving everyone the time they need, you’re hitting that top level, and all the way down to the bottom level of students getting what they need. And they’re allowed to move on when they need to move on, but they can take a little more time, with a little more time. So and then, there’s a lot of pieces that go along with that, on how to manage that and stuff.

And that’s where a lot of our training comes into. It’s like, alright, and how we create a grid. But then also, how does this work in my classroom? Because it can be a little scary to think of 20, 30 students all moving, doing different things at different times. And that’s a big mindset shift for a lot of teachers.

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

Jeff Gargas  
Let’s go.

Pete Mockaitis  
Alright, sure how about a favorite quote? Something you find inspiring?

Jeff Gargas  
It’s “Some people dream of success. Others wake up and work hard at it.” I think that’s true, no matter where you’re at in your life.

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

Jeff Gargas  
So I don’t do a lot of studies up, but there’s one that I have found a while back. I don’t know what, it’s from the University of California, Berkeley. And there’s just a study on happiness, like what is happiness? And the biggest thing that I’ll refer back to every now and then, but really just sort of the summary of it, and the fact that like, happiness isn’t about money or things; it’s about fulfillment. It’s not about what others think, it’s not about Keeping Up With the Joneses, and stuff like that. It’s about what you need, what’s important to you.

And you know, for a long time, I felt like I needed to be like a certain person, at a certain level of success, make a certain amount of money, do certain things, whatever. But all I really needed was to find something that I love doing and that I’m good at, and that I find a purpose. And I think that’s… I just love that about happiness.

Pete Mockaitis
And how about a favorite book?

Jeff Gargas
The Go Giver, Bob Burg. Is one of my all-time favorite, I love it. I have quotes, you’ve had them on that episode — I gotta dig through that episode. Actually, I have massive final prints of the laws, all over my walls. So…

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

Jeff Gargas  
I live and die in basecamp, we leave that as our project management, use of self reminders, project management. Our team, we’re all virtual. So that’s massive for us. And then I also use an app on my phone called the Five-Minute Journal. That’s really just a like a morning, sort of gratitude and self awareness. And then an evening reflection, it just sets me up for the day and allows me to reflect everyday. Love it.

Pete Mockaitis  
And a favorite habit?

Jeff Gargas  
Favorite habit, I started running about this past August and just getting back into it, focusing on waking up early and getting a workout, and it’s changed everything.

Pete Mockaitis  
And is there a particular nugget you share that really seems to connect and resonate with those that you’re teaching?

Jeff Gargas  
Yeah, I think so with them and more with the team and stuff I love, is… I don’t know if you know Gary Vaynerhuck, he says… I won’t say it in the way he says it, but if you live for the weekends, your stuff is broken. That’s massive for me, because I just think we live in such a world where there’s so many opportunities to do so many different things that if you’re doing something you hate, like it’s just not worth it. You gotta get out, find something that you love.

And I say the same thing to teachers all the time. I said “If you’re dreading Monday, you should probably not be a teacher anymore.” And I love when I talked to teachers and they’re like, “I am so pumped to be back from spring break, because I get to see my kids again. I get to make an impact.” And I’m like that, too. I am pumped for Mondays, every Monday, like even when it’s stressful.

And it’s crazy. Like we’re a small business, we’re growing, it’s stressful pretty much every day. But I love it and I just think if you’re just dying on Monday already for it to be Friday night, man, like something’s broken, you gotta fix it.

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

Jeff Gargas  
Twitter, I love big on Twitter. I love Twitter. I’m on there all the time. I’m @JeffGargas. I’m on Instagram, too. @_JeffGargas. Or just reach out to us at TeachBetter.com, and you can literally email me at Jeff@teachbetter.com. I love building connections and chat with people and just figuring out if there’s any way that I can help

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

Jeff Gargas  
I think take some time to get really, really self-aware. Get rid of all the nonsense and like the BS and what other people say. Take time and figure out what you love, what you don’t love, what you’re good at. And once you start with really thinking about it, clearing out all that other junk, everybody else’s voices… forget the expectation that people have for you. That criticism, the negativity, all that stuff.

Just focus on like the real you. Be you. When you do that, you have no reason, like, make it up and try and put on a show. It’s just for you, like, what are you awesome at? What do I love doing? Go do that. Figure out how do I play on my strengths? How do I surround myself with people who are awesome at what I’m not, so that I can be awesome at what I need to be?

And just like, what that means going to work for someone joining the team, development team. “Let’s fill your gaps,” whatever it is, like no one can be as awesome at the things you do as you are. So go find out what that is, do it, and just love your life. It’s just not worth not doing that.

Pete Mockaitis  
Awesome. Well, Jeff, this has been a treat. Good luck and all you’re doing and helping folks teach better.

Jeff Gargas  
I appreciate it, Pete. This has been awesome. Thank you.