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835: How to Thrive amid Stress and Irritation with Dr. Sharon Melnick

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Sharon Melnick says "When you’re in your power, you’re the thermostat. You decide who you are. You control the situation. You bring others along in your vision."

Sharon Melnick reveals how you can set the tone and be the best version of yourself all day long, no matter what situation you find yourself in.

You’ll Learn:

  1. How to deal with your stress response effectively.
  2. What do to when you’re emotionally hijacked.
  3. How to turn a “no” into a “yes”.

About Sharon

Sharon Melnick, PhD is the premier expert on being in your power as a leader, and an authority on women’s leadership, resilience, and power.

Her methods are informed by 10 years of research at Harvard Medical School, and field tested by 40,000 coaching/training participants at over 100 Fortune 500 companies, start-ups, and women-led companies. An international speaker and trainer, her presentations have created buzz at business and leadership conferences worldwide (and also at the White House, West Point, and the United Nations).

Selected as a Marshall Goldsmith Top 100 Coach, she’s an Executive Coach for women executives/entrepreneurs who hold the vision and drive results. She helps them have influence, prevent burnout, and end second-guessing. She advises companies how to advance and retain their multicultural female talent.

She is the best-selling author of Success under Stress: Powerful Tools to Stay Calm, Confident, and Productive when the Pressure’s On.

An avid runner, dance floor lover, and student of human evolution, she enjoys hosting the Power Shift podcast.

Resources Mentioned

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Sharon Melnick Interview Transcript

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

Sharon Melnick
Delighted to be here, Pete.

Pete Mockaitis
Well, I’d love it if you could kick us off by sharing the story of the time you said, “No, thanks,” when the White House asked you to come on over and present your research.

Sharon Melnick
What a claim to fame. Well, it was early on in my career, and there was one of those multi-artists rock concerts, and I went down to Washington, DC where it was being held. And as I entered the stadium, there was a cluster of people over to my left, I looked, and there was one person who I recognized. It was Tipper Gore, she was the wife of the then Vice President Al Gore, and she was a champion for women’s empowerment and families.

Without overthinking it, I went right over, I shook her hand, “Hi, I’m Dr. Sharon Melnick. I do research at Harvard Medical School. I help people from difficult childhoods be confident and resilient and kind of have the adult contribution that they want to.” She’s intrigued, we start to talk, we’re having a little bit of an estrogen fest going on together.

At a certain point, she turns to her chief of staff, and she says, “Melissa, would you get Dr. Melnick’s contact information? We want to bring her down to the White House, share the policy implications of her research.” So, I go home, I write up a little something, I send it off. Several weeks later, I’m lacing up my sneakers to go for a run, the phone rings. It’s Melissa.

And she starts telling me about all the initiatives that Tipper is doing around the country, helping millions of families, and she pops the question, she says, “Will you come down to the White House to share the policy implications of your research?” So, Pete, I picture myself around that table at the White House, and then I respond, and I say, “No.”

Well, I don’t exactly say no, like, I said, “Well, you know, I’m still trying to figure out what the research says,” but, essentially, I declined an invite to the White House. Now, why? Why would I do that? Because, like I said, when I was picturing myself around that table at the White House, I was thinking, “Those people are going to judge me for not knowing enough.” I thought that they would think that I wasn’t smart enough, so I wasn’t going to give them the opportunity to do that.

What I did was I prioritized my own evaluation of myself over the contribution that I could’ve made for millions of people. In other words, I gave away my power.

Pete Mockaitis
Okay. Well, that’s powerful. And it’s interesting because I think I’ve totally done that on different stages, different scales, daily, weekly, or monthly, in terms of, “Ooh, this is a cooler opportunity.” It’s like, “Oh, but…” Or, maybe I have an idea, it’s like, “Oh, I don’t know if it’s ready yet, if I’m worthy.” Or, even if I get a cool email.

I remember I think I was in high school, and there was a girl I met at Journalism Camp, I thought she was really cute and cool. And she sent me an email, it’s like, “Oh, okay, okay,” and then I wanted to really make sure to send her a very witty and clever and flirtatious and perfect email back, but then I didn’t have any good ideas. And so then, I just sort of let it slide, and then it would get weird, like, “Hey, thanks for your email a month ago.”

Sharon Melnick
We’ve all been there.

Pete Mockaitis
She called me, actually, it’s like, “Well, if you wanted to ‘stay in touch’ as you said in the card, then…” dah, dah, dah. So, yeah, that notion of you want to look good, to be awesome, be perceived well, gets in the way of doing some real good for folks.

Sharon Melnick
Well, what’s a real takeaway from your story, and I think mine, is that other people might really want to hear from us and really want to kind of get the best that we have to offer but what we are doing is that we are kind of being subjective, not objective. It’s all going through the filters of how we evaluate ourselves.

And another thing, I think, I hear in your story is all the angst that went into writing that email. We’ve all been there, right? And it’s so relevant, actually, because when we’re in situations that are stressful and, especially, situations where it feels like the other person is the one who can determine kind of our worth, you know what I mean, or how we should feel about ourselves, and however they respond to us is kind of like a referendum on our worth.

And it puts us into a mental swirl, and it has us kind of go over things, and over things, and then maybe even be paralyzed and not take action. And that’s a really good kind of example of what it’s like when we’re out of our power.

Pete Mockaitis
Okay. Well, thank you, so that ties together. I like your story a lot better than mine for its illustrative power and relatability. But, maybe, could you kick us off by sharing, you’ve done so much research here, is there a particularly surprising, fascinating, jaw-dropping discovery or insight you’ve made over the years about what it takes to be in your power?

Sharon Melnick
Yeah. So, I’m going to share two with you. The first is not my research, actually, but it’s a colleague of mine in the Marshall Goldsmith Top 100 Coaches, Ron Carucci. And he studied executives who rise into power for 15 years. And so, he studied power and how you use it and what it looks like. And his finding was that the biggest abuse of power is not using it.

And I say this, actually, because I think that we think of this idea of power as being kind of a negative, or selfish, or force other people, and manipulative, and all of that. And that’s really only the case when someone is in power, in a position of power but not in their power. So, then they might act toward other people in a way that tries to get that feel good or feel one up within their selves.

So, the theme of kind of what your story and my story, and what we’re talking about here, is the opportunity is, when you’re in your power, is to be able to be good in you, to have a sense of sovereignty, like you decide who you are, you have ways of kind of filling yourself up, or feeling confident and secure and valuable and worthy within your own self, and you don’t have to look to people, or get permission, or hope, or control them, or any of the things, you know what I mean, that we try to do in order to get them to act towards us so that we can feel that within ourselves.

And that’s really the essence of kind of being in your power, because when you know how to kind of get back to good in your or stay good in you and not react in a situation, then the way that you act can actually make the situation better, it can get you the outcome that you want. And not only make it better for you but for everyone involved, for all the families that I could’ve touched with my research, for the romance you could’ve sparked if you had reached out.

And I think that that’s what most of us want these days. It’s like we want to use our emotional energy toward making a difference, not spinning, wondering what other people are going to think about us, and trying to get them to think a certain way.

Pete Mockaitis
Absolutely. So, given all that, how would you summarize the big idea or core thesis of your book In Your Power: React Less, Regain Control, Raise Others?

Sharon Melnick
Yes. So, when you’re not in your power, and let me just give a little context here because any of us can get kicked out of our power kind of at any moment. It has nothing to do with kind of your level of accomplishment or anything like that. You could be a talented woman who feels overlooked or under-recognized in the workplace. You could be a leader of a team and you just can’t kind of get your people to live up to expectations. Maybe it’s in your personal life where you have someone who is really kind of selfish and kind of difficult to deal with.

And what happens in these situations is that you can get emotionally hijacked, you can get into that mental swirl, and the problem is that the way that you try to make the situation better often makes it worse and it kind of perpetuates the situation. So, that’s why it’s really important for each of us to have the skills to stay in our power because when you do that, then when you act, you can actually get unstuck, you can get the outcomes that you want, and you can make it better for everyone around you.

So, in my book In Your Power, I try to really break it down for people, “What are the things that you…what does it really look like?” It looks like a sense of agency, like you feel like you have control. It looks like a sense of sovereignty, like you decide who you are. And it looks like a sense of efficacy, so that when you act, when you say things, it lands, you move people, you make it better, and then you just kind of create a virtuous, a positive spiral from there.

Pete Mockaitis
And I was intrigued when you said that sometimes the way we try to make things better makes things worse. Could you give us an example or two of some common ways that materializes?

Sharon Melnick
Oh, so many of these. So, for example, I had a woman start coaching with me, and from the very first moment, she starts off by saying, “I can’t take it anymore.” So, she’s a very capable, competent person in her organization, and some of her peers are kind of not doing all they need to be, and everything is kind of rolling downhill onto her plate.

Her manager is reaching out and interrupting her from 7:00 a.m. to 11:00 p.m., and she’s responsible for making sure that people around the world are getting paid, so she’s in a very important position. So, she, prior to us kind of helping her to get back in her power, she was going to her boss, saying, like, “Okay, fine. All hours of the night, just come to me and I’ll kind of fix it.”

She felt like she had to prove herself 24 hours a day in order for her to be appreciated. She was kind of blaming her peers in her head and telling them they needed to do it differently, and nothing was changing. In fact, it just kept spiraling into more and more hours. She hadn’t had dinner with her husband in a year. So, this is an example of she wasn’t really kind of understanding what was the underlying problem in this situation.

So, just as an example, how she approached the situation is she brought all the people together who were involved, and she really helped them to understand what the underlying issue is, kind of the anatomy of the problem, so to speak. And, of course, when she had tried to get them to put things back on their plate, they don’t have a lot incentive to do that, so she just would be resentful and angry at them that they weren’t voluntarily kind of taking things back from her plate, but she didn’t kind of really understand how to influence them effectively, how to really put things in terms of what’s in it for them so that they would be motivated to kind of do these things.

But when she did actually bring everyone along, she created the solution. She suggested a reorganization. And, actually, they all went along with it. She was offered a $75,000 retention bonus, and the CEO of the company called her in a meeting, and said, “We’re putting you on the fast track for chief technology officer, so you got to get busy grooming yourself.”

Pete Mockaitis
All right. Beautiful.

Sharon Melnick
And she was ready to leave, though, because she didn’t feel like she had any power in the situation but she had so much power to look beyond the finite problem, and to look more toward infinite solutions that were available if she could just see them.

Pete Mockaitis
That’s cool. Well, in terms of how we get there, you’ve got 12 power portals: precision, perspective, physiology, purpose, psyche, proficiency/persuasion, partnership, protection, powerful truth, people, and position. You may have noticed, listeners, these all start with the letter P. I would love to get your take on a couple of these portals that is just the most leveraged or effective in terms of just a little bit of effort gets you a whole lot of results.

And for the results, I’m particularly interested in is reacting less, because sometimes it feels, I think that’s, in my experience, it really does feel like it’s outside my power, like I’m in less control of myself, not that I’m just screaming at people or flying off the handle, but it’s really interesting how, like, the body, just biochemically, naturally, you’ve got a stressor and then you’re different afterwards in terms of how you’re operating, some of that narrowing, or the fight-flight-freeze business.

And I recently had an insight, I banged my head on a light fixture that was hanging low because it was over a dining room table, and I was cleaning up. Anyway, I banged my head, and I noticed that even though I understood how that happened and it didn’t hurt a ton, my body was filled with all the stress stuff, and I was just mad at all kinds of things for the next 20 minutes.

And it’s, like, even though there was not an issue that I had to deal with or sort through, it was a very primal thing – head hurts, feel stressed, now irritable for the next 20 minutes. And I thought, “Geez, I’d love it if I could just take the shortcut and flip the off switch on this real quick.”

Sharon Melnick
Okay. So, let’s flip the off switch and then we’ll come back to kind of things that you can do maybe to prevent a reaction, but let’s take you in the moment where it’s too late, you’re already there.

Pete Mockaitis
Yeah, whether you banged your head or someone sends you an email that you find offensive.

Sharon Melnick
Totally.           So, if you’re already kind of having a reaction, what’s really important is that that reaction is going to stay kind of swirling around you, like you experienced. You have to actively do something to move it through your system. You have to kind of complete the stress cycle, because what’s happened there is that the stress reaction has been activated, and then it’s doing its job to kind of swirl around in your body, and you have to move it through until its completion, and then you can get back to a state of calm.

So, there’s a few different ways that you can do this, especially if you’re really in kind of intensely emotional state, like you might’ve been, or if you’re offended by an email. Really, one of the best things that you could do is whatever it looks like for you to move it through your system, and I mean, like, you got to get it out.

Pete Mockaitis
And when you say it, are you thinking, is there like a biochemical basis we’re talking about here, like cortisol? Or, what do you mean by it?

Sharon Melnick
Yes, that’s exactly right. So, there are stress hormones that have been activated because there’s something that was out of your control, or violates your values, or literally is a pain response. And so, it feels like we’re taken over, it feels like we can’t control, but actually there’s many things that you can do.

So, for example, each person listening needs to develop their own personal repertoire of things that you can do to move it through your system. So, one thing that’s really great, like if you’re working from home, is if in between Zoom calls, let’s say, is if you can do like a dance break and put on a rave song, and literally just get it out for two minutes.

And I have for listeners, if you go to InYourPowerBook.com, I actually maintain Spotify playlists for different emotional states, and you just pop in the song and it immediately puts you kind of in the state to dance it out, or whatever it looks like for you. Like, earlier today, there was a boxing gym, boxing bag in my gym, and I went down there and kind of just bruised that bag for just five minutes. Also, at InYourPowerBook.com, there’s videos there of where I have these energy techniques where you literally can kind of like push it through.

But whatever it is for you, go smack some golf balls, smash pillows, whatever is right. I had a client who had a really, really narcissistic boss, and just was having really needed to not have her boss’ insecurities kind of be moving through her, like taking place in her system. So, she went into her car and rolled up the windows, and like let it rip with a scream, and she goes like, “Oh, I feel way better after this.”

Like, literally, whatever it takes for you, especially if you’re angry. But you might be in a more kind of hurt or sad or grieving kind of place, that’s why you want a playlist that’s kind of right for the moment. But that’s really, really important because it brings you back to a sense of mental clarity. And, especially, when you get back in your body, that’s when you remember who you are, because when you’re having that reaction, it’s really going to skew and kind of see the situation through an emotional filter.

Another thing is kind of you want to have all of these feathers in your quiver, is to really allow that emotion to move through you in a way, like taking the analogy of a wave, and kind of surf the wave. And we know that the intensity of an emotion only lasts 90 seconds. So, if you can kind of allow it to move through you and not act on it or just know that it’s going to kind of dissipate over that 90 seconds even though it may take a few 90-second waves.

But to take yourself out of that moment, and to put yourself in the future of 90 seconds from now or in a few minutes from now when it will have passed, and do that and to do deep breathing, to reconnect to your emotional centers, which have taken you over, back with your thinking centers. That’s when you can have mental clarity.

And we can go to kind of our next topic of discussion, which is, “How do you not see that situation in a way where you take it personally and react?” So, very, very important to move it through your system until you have a sense of completion. Crying is a great example of this, and this can be fraught, especially for women. But actually, most women cry when they’re frustrated not when they’re weak. But after you have a good cry, you have that sense of, “Oh, I feel different, like I feel better. I feel in a different place.” That’s that sense of completion.

And always, always, after you’ve moved through kind of a negative emotion, you’ll always want to fill it back up with something that’s fun, pleasant, kind of gives you that sense of like you’re lit up in your body. And that’s why on the Spotify playlists, we also have songs that will do that for you within a minute after you’ve moved it through your system. So, these are really good ways, moving it through your system, filling it back up with good, and then deep breathing or anything that’s calm, that reconnects you with your thinking centers.

Pete Mockaitis
And this 90-second wave is the idea that there will be multiple waves that follow a 90-second arch of peaking and troughing?

Sharon Melnick
Yeah, sometimes it just moves through you in one 90 seconds. If it’s really an intense emotion or if you think of the situation again and rehashing it in your mind, you might get another wave that gets re-triggered. And then there’s also a whole suite of techniques, mind-body “techniques” that have been developed that really help.

Ones that I’ve used and recommended are, like, tapping, like emotional freedom techniques, or havening, or even for people who have particularly intense trauma-related emotions like EMDR, so there are things. It’s the state of your nervous system that really determines kind of whether you’re back in your power or not. And so, I think this is something that we’ve all learned in these times, is to really prioritize taking care of our nervous system.

Pete Mockaitis
And I’d love it, so I know a little bit about tapping and EMDR. I do not know it all what havening means. And I think with your strong credentials, I would love to get your hot take on, well, one, what are these things? Two, is the research base pretty good behind them, or is it sort of way out there and, like, question mark, we don’t know yet, but some people love it, and maybe it’s placebo, maybe it’s not? Like, what are these things? And what is the state of research on their efficacy?

Sharon Melnick
Yeah, I think it’s pretty good. I think these are all techniques that have been shown to help people who are in, especially, intense states of emotion because something has become activated in you. We call it triggered. And these are all techniques, and there’s others, that kind of work at a kind of physiological level to help you reconnect with a sense of calm, and to reconnect your emotional centers with your thinking centers so you can have more perspective and mental clarity.

And it kind of de-intensifies the emotion and helps you sooth yourself and come back to a place of safety in your own body, which we don’t always feel when we’re…especially if you’re facing overwhelming kind of stress. It can feel very activating of behavioral patterns or emotions that’s maybe longstanding that you felt before.

A definition of a trigger really is a situation that you, in which you feel out of control, that you’ve been in, let’s say, too many times before in your life, and it kind of reactivates that sense of feeling out of control, which can make people feel unsafe. I think, also, finding someone who is safe for you, who you feel comforted by, who can hold your emotion with you and not dismiss you or make you feel bad or less than for being who you are, or having the experience as you are. That person can kind of lend you a little bit of the calm that they have in their nervous system and can help to calm you down. That’s why we call the parasympathetic nervous system kind of the safe and social part of our nervous system.

So, these are all things. And I think the takeaway that I think you all want to have is that, in those moments when you feel full of pain or just emotion, it can feel hard to think beyond that moment, it can feel hard to remember that you will feel good in you again, or that you can have things that you want, or opportunities that you want, or success or abundance in your life again, it can feel hard to feel understood, or that you can connect with people and feel loved again.

So, these are all techniques that take you out of the crunch of that emotional reaction, and remind you who you are, and enable you to connect so that you can then experience that sense of abundance and infinity, not only just the crunch of the moment.

Pete Mockaitis
And could you give us the step one, two, three if I want to do some tapping or some havening or, say, EMDR? How do I go about doing that?

Sharon Melnick
Yes. So, those are all really different kinds of techniques, and they’re all really specific. And you could Google any one of them. They usually all start with kind of being in a specific experience that you’re having and feeling emotional about it, and then takes you through a process of kind of dipping your toe in, or feeling the feeling that you’re feeling, and then through a process of kind of shifting that emotion to one where you can think about it in a way that has more perspective, and then starts to calm down your system.

So, tapping, taps on kind of meridian points. EMDR tries to integrate across your thinking and your feeling, to put those together. And havening is more just a directly kind of a calming, a self-calming experience where you immediately can just soothe yourself. So, they’re all kind of different modalities but all have a similar intent.

Pete Mockaitis
I remember I met, at Podcast Movement, Gene Monterastelli who hosts the TappingQandA podcast, and he’s a great dude. And so, do I need to be working with a professional to do these kinds of things or can I just Google it and take a crack at it?

Sharon Melnick
Yeah, I think it’s both, actually. I think it depends on kind of how much you’re really affected by the stress that you’re experiencing, how much it’s bringing up kind of old emotions and patterns. There’s lots of solutions that you could use. For example, there’s a free app called The Tapping Solution. So, this is something, like if you’re having a little bit more of a mild experience and you want to kind of check it out for yourself. Maybe you’re feeling a little anxious in a situation, you can definitely take yourself through. They have many different emotions.

But I would say, if something is getting re-triggered in you that’s part of a longstanding adaptation or pattern, and it’s kind of interfering in your life, you’re not able to have the happiness and relationships or the success in your work, then I would definitely seek out a professional who can help you, shepherd you through this process, create a sense of safety and continuity in your narrative, and work it out, really, at its foundational level.

Pete Mockaitis
Okay. Well, so anyway, those are responses to acute stuff, but you said that a big part of the mastery here is having a perspective or frame or context upfront so that we don’t get hijacked in the first place. How do we build this?

Sharon Melnick
So, there are many ways that you can kind of stay good in you and not react, not take something personally in a situation. I’m going to go through a few but I’m going to start with my go-to question. This is a write-it down. Definitely, get your pen or your computer ready.

So, when you’re in a situation where it just feels like things are not going your way, and you’re just, “Why is this happening to me?” the very first question that you want to ask yourself is, “Why might this be happening for me, not to me?” And that is an immediate gamechanger, it puts you in control of the situation, and points your attention toward, “What is the learning? What is the opportunity? What can I get out of this or kind of make out of this situation?”

So, just as an example, I had a woman in my group, a next-level leader coaching program, and she just got out of a conversation with her manager, and she had been passed over for promotion already, and then heard from her manager that her manager was promoting someone else who came in after her and isn’t half as skilled and hasn’t even gotten kudos from the CHRO, the chief human resources person, on all the good, like my client had.

And so, she was really upset, taking it personally, “Why is this happening to me?” in a funk. And when we asked the question, “How might this be happening for you, not to you?” she said it just immediately shifted her perspective, and she said she went from kind of victim in the situation to victor in the situation because she really then thought, “You know something, like this promotion that this other person was just put into, it’s kind of like a half-step up from a director to a senior director.”

But, Nikki, my client, well, she was really doing work that was like already at a VP level or even above. Like I said, she was presenting to the chief human resources officer and across the board to leadership. And that’s what she really wanted and was ready for, and so she came to see it as like, “Actually, we are not on the same timeline, me and my manager, or this company. And this is really showing me that it’s not even what I like. It’s like a promotion I didn’t get but that I didn’t even want.”

And she started to put herself on a track for even more elevated positions, which she got within several weeks from then. So, it’s just an example of she would’ve just really stayed, like feeling done to, resentful, blaming, feeling overlooked in that situation. But as soon as she asked that question, it was like it opened up a whole field of opportunities where she had control and she could do something about it. So, that’s definitely, “How might have this have happened for you, not to you?”

Pete Mockaitis
That’s great. And then as I’m thinking about, generally speaking, so-called “negative emotions” or I might call them unpleasant emotions, what are your thoughts with regard to, we talked about waves and letting them go through us? Different folks have different points of view in terms of, “Oh, you should just think of something positive and change the channel asap,” or, “No, no, these are important messages that you’re receiving from your ‘negative’ or unpleasant emotions. Don’t suppress them. What you resist, persists.” How do you think about this dance and game?

Sharon Melnick
Yeah. So, I would definitely recommend, number one, move it through, and just move it through and then you can get back to clarity. And once you get into clarity, then you can start asking yourself the constructive question. You can kind of appreciate that what was causing, usually what causes like a pretty intense emotional response like this is the story that you’re telling about the situation.

Every kind of negative emotion that you’re having, you can always trace back to the story that you’re telling about the facts in the situation. So, that’s immediately an opportunity that you have then to start thinking about the situation in a way that is objective and not subjective. Because, usually, if you have some sort of a doubt about yourself, then you’re going to be looking to people and situations and events that happen in order to kind of decide or get information about how you’re feeling about yourself.

And so, it’s going to predispose you to look towards other people and to kind of make up narratives about what it means about you. And that totally keeps you out of your power because you’re at the mercy of other people and what they do and how they act. So, just as an example in this situation with Nikki, the story that she was initially telling is her manager doesn’t respect her. And then she just was rehashing it in her mind and kind of getting retriggered over and over again.

But when we had a chance to really think it through, I required her to tell three alternative stories about the situation, and that’s when she realized that, actually, her manager wasn’t aware of some of the work that she was doing, or maybe her manager was threatened by all the good work and visibility that she was doing. And then to tell the story of, actually, her boss was promoting these other colleagues but it was into a position that she didn’t even want.

So, you could see that once she was able to get out of that kind of taking it personally, then she was able to be more objective, and she was like, “Yeah, actually, I don’t think this even is about me. Or, if it is, then I have different options in this situation.” And so, one thing that you want to appreciate is that each of us as human beings is that, from our experiences, we may have been telling these stories along the way, and Nikki was, and she had a belief about herself that she wasn’t worthy or that she wasn’t good enough.

And so, in this situation, it’s like she had this kindling, and then the boss’ behavior was like a match, you know what I mean, that alighted her kindling, and there she was not feeling respected, not feeling worthy. But when she was able to look at it more objectively, it was like, “You know, I don’t think really that that was going on,” and that enabled her to be intentional and to create a new path for herself going forward.

And every person who’s having a negative emotion can trace that negative emotion to a story that they’re telling about a situation, and it is within your power to create the narrative, and to tell the story that’s going to enable you to show up as who you want to be and make the contribution that you’re here to make.

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

Sharon Melnick
Well, another thing that I think is very helpful for people is a lot of times I’m hearing people are getting kind of a no or a non-response, and it’s very irritating. It makes us very resentful and it just makes us feel out of our power and done to. And so, before anyone kind of stays in blame and feels like, “It’s not going to work, and I just need to leave the workplace,” or the relation, or whatever it is, I would really encourage you to consider that it may be something about your approach as much as it is about the other person being defiant or not listening.

And I’ve found my clients had just turned around situations when they’ve been getting a no, when they were able to put things in terms of what’s in it for the other person. Like, just as an example, I coached a woman who came to me, she was in a sales role, and she said, “For six years, I’ve been asking my boss for these resources, and he always give the plum assignments to the younger men, and you know what I mean, and I’m not doing well in my sales, and this is concerning. And I’m starting to feel almost like a negative victim mentality when it comes to him.”

And I said, “All good. I’ll help you find another role but let’s give it one more shot in terms of influencing him.” And she said, “He’s all about him. He manages up. He doesn’t care about me.” I said, “Look, wherever someone has a motivation, you can leverage it.” So, we just took those same requests and we phrased it in terms of what was in it for him and what he wanted, and I got an email from her, like, the very next day, tap, tap, “I got every single thing I asked for and more because it was in terms of what was in it for him.”

So, before you feel kind of out of your power, and there’s no options, and you’re just all in a swirl, and thinking you have to leave, just do a double check and make sure that you’ve been impeccable for your 50% and you’ve really thought through how to phrase it in terms of what’s in it for them.

Pete Mockaitis
All right. Beautiful. Thank you. Now, could you share with us a favorite quote?

Sharon Melnick
Well, this is a lead into one of the early portals in the book, but I think, “It’s never too late to be who you might’ve been.” And that’s, yeah, by George Sanchez, a pen name, actually, for an early English author, woman author.

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

Sharon Melnick
Yeah. Well, there was a study that was conducted at Harvard. I’m sure that you’ve seen this, but they took a videotape of two teams who were playing basketball. One team was wearing white shirts, another team was wearing black shirts, and they had them passing the ball amongst one another, and intermingling.

Some of you might’ve seen this because they’ve done this with hundreds of thousands of people. And during this interaction, there was someone who was dressed up in a big kind of hairy gorilla suit who walked right into the middle of this interaction, and this was all filmed. And then they had people watch this videotape and they asked them, “Did you see the gorilla?”

And fully 50% of the people was like, “There was no gorilla. No, there was no gorilla. Like, stop.” You know what I mean? Like, “Stop joshing me. No, I’m telling you, I was watching. There was no gorilla in that.” And they were like, “No, really, there was.” And I’m telling you, literally, they’ve shown this to, I think, over a half million people.

And so, the point is, and they had the people, when they were watching the video, they were supposed to count the number of passes between the people with the white shirts, so they were calling their attention to something. And the takeaway here, and they wrote a book about this, is that when you’re putting your attention on something, you are blinding yourself, really, to the whole rest of the situation and what is available to you.

And I think that that really is relevant for this idea of being in your power. Because as long as we’re focused on, “That person isn’t treating me the way that I want,” or, “They’re overlooking me,” or, “They’re doing something that’s making me take it personally,” or, “I’m blaming them,” and all of that, we’re totally missing.

In any situation, you have all of these ways of thinking and feeling and solving the problem that if you would just kind of take your myopic focus, of the thing that you’re looking at, you would see that you have so much power in the situation. And this is important for each and every one of you, because when you’re in your power, you raise everyone around you.

Pete Mockaitis
Okay. And could you share a favorite book?

Sharon Melnick
I think a great book that’s really affected me recently is Be Your Future Self Now by Benjamin Hardy. And he talks about how we’re really guided by…we make decisions in terms of wanting to be the future self that we want to be even more than being kind of drawing our past into our current state. And I think that that gives us so much hope and shows us how much power that we have to create the life that we want to live.

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

Sharon Melnick
Yeah. Well, I think go now to www.InYourPowerBook.com because that’s where you can download right away those playlists to help you if you are in an emotional state to immediately move that through and get into a place where you’re good in you. And you can also find there, kind of the assessment. It’s just eight questions that are just going to tell you right away how much you’re in your power and exactly what you have to do to get back in your power. And if there’s anyone who resonates and really would like to do coaching with me, or bring me in to speak, SharonMelnick.com.

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

Sharon Melnick
Here’s the challenge that I want to leave you with. I want you to kind of reflect and think, as you go throughout your day, are you more like the thermometer or the thermostat? If you’re the thermometer, you’re someone who’s reacting to other people, and kind of going up and down all day long. You want to be the thermostat.

When you’re in your power, you’re the thermostat. You decide who you are. You control the situation. You bring others along in your vision. And that’s my challenge to you. Be the thermostat. Be in your power. You have more power than you think.

Pete Mockaitis
All right. Beautiful. Sharon, this has been a treat. I wish you much luck and fun in your power.

Sharon Melnick
Thank you.

834: How to End Micromanagement Once and For All with Lia Garvin

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Lia Garvin discusses how employees and managers can work together to put an end to micromanaging.

You’ll Learn

  1. The three telltale signs of micromanaging
  2. How micromanaging makes everyone less effective
  3. How to expertly respond to a micromanager

About Lia
Lia Garvin is the bestselling author of Unstuck, TEDx speaker and workplace strategist with experience leading team operations across Google, Microsoft, Apple, and Bank of America. As the Founder of the The Workplace Reframe organizational strategy firm, she equips innovative organizations of any size and industry with the tools to cultivate inclusive, motivated, high performing teams resulting in higher retention, more efficiency, and better business results. She is a sought after expert in the media, featured across Inc, FastCompany, ABC News, CNN Business, US News & World Report, HBR, and more.

Resources Mentioned in the Show

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Lia Garvin Interview Transcript

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

Lia Garvin
Thank you so much for having me. So excited to be back.

Pete Mockaitis
Well, I’m excited to dig into what you’ve been up to lately, and I understand, in particular, you have developed a fascination with the topic of micromanagement. What’s the scoop here?

Lia Garvin
Yes, with micromanagement and how to end it once and for all, I would say.

Pete Mockaitis
Yes. Well, lay it on us, what’s the story?

Lia Garvin
Yeah. Since we last met, I actually ended up leaving my corporate job and launching an organizational consulting business really dedicated to bringing out the best in teams. And since we’ve all heard people don’t leave jobs, they leave managers, diving in and really making sure managers are equipped with the tools they need to be effective and empower their teams, that was one of the first places that I wanted to start. And then micromanaging was one of the biggest sorts of acute problems in that space.

Pete Mockaitis
Well, yes, I’ve heard it many a time. So, maybe to kick it off, could you precisely define what is micromanagement? Because some folks will say, “Oh, no, no, that’s just management,” like if there’s a gray zone. Is there a bright dividing line between, “This is when you’ve gone too far, buddy”?

Lia Garvin
So, I think a lot does depend on the kind of job and the industry, so I’ll say that. I don’t think there are the hard and fast answer that applies to every situation, and I think that’s where it can get tricky because if we’re used to something in one environment, we may be bringing that to the next environment. Let’s say we’re in a sort of job where instructions need to be followed exactly one specific way. And if you deviate from that, it’s a real problem, maybe a safety issue.

Let’s say we bring that into a job that’s more about ideas and many paths to success, then you’re going to be in a real complex. So, I think the first thing to do before we dive into how to recognize if you’re micromanaging is if you’re a manager, to being open to adjusting, and saying, “Hey, what’s the right way to interact with my teams depending on what kind of the working norms are in this team?”

So, as I thought about it a lot, reflected on my own personal experience with many, many managers over the years and feedback that I heard from other colleagues, I think there was three real tells that I landed on around how to know when you’re a micromanager. And the first one is you are spending every waking moment in meetings.

So, this is a big problem that I think has gotten even worse with COVID and remote work and everything we do with a video conference but this is not an excuse to not reflect and say, “Hey, am I in the right meetings?” So, when a manager is in every single meeting, it’s a sign that they’re too far in the weeds, they’re too much in the details. And if you are finding yourself where you have no time to drink a glass of water, go to the bathroom, or eat lunch, there’s an opportunity to let your team members step up.

And so, I would suggest in that situation to take a look at your calendar and see, “Which meetings am I absolutely critical, critical to be at? Am I a decider? Am I approver?” And all the rest, which one of those could you delegate to somebody else to drive?

Pete Mockaitis
Okay. And what are the other two tells?

Lia Garvin
Number two is everybody’s coming to you for every single little decision, nobody is actually taking action, it’s always coming back to you. This is a sign that people either don’t feel empowered to make decisions, or they think that you want to be involved in making all the decisions. So, if you’re finding yourself where every single kind of question decision comes to you, this is a moment to have a conversation with your teams around what decisions you want to be and should be involved in, and which they’re empowered to run with on their own.

So, I think sometimes one thing I’ve suggested to managers is to classify the kinds of decisions, “Which ones are this category where they need leadership, discussion, and buy-in? And which ones can they push on the organization?” Because if everyone is coming to you, that means they’re responding to a signal you’ve probably sent them.

Pete Mockaitis
All right. And number three?

Lia Garvin
So, the third thing is when people are continually coming to you and saying, “Hey, I have bandwidth. I want to take on more responsibilities,” or, “What can I help with?” and you’re not necessarily taking them up on it. And this is a sign that people are recognizing that you may be spread really thin as a manager, you’re not noticing it, or you’re holding on to too many things. And when people are actually asking you to let go, that’s a real moment to listen to them and think about that.

And if you’re finding that situation, it’s a moment where you can think about, “Well, what are all the tasks on my plate? What’s everything I have this week or this month? And what are the things I can let go of that are actually worthy for someone else to take on?” Delegating isn’t about giving people all the list of stuff you didn’t want to do, that nobody wants to do.

It’s about finding, “What are the high-impact activities that someone else can do that’s going to be worthwhile because it gives them visibility or development opportunity, or something in line with where they want to go in their career?” So, if we’re finding ourselves in those three places, too meetings, too much control over decision-making, and people are asking for more, that’s a sign, “Oops, I’m in too deep. Got to take a step back and let go a little bit.”

Pete Mockaitis
Okay. So, that’s how we know when we’re there. And I’m curious, could we maybe zoom out a little bit on the macro scale, do you have any sense for just what’s the cost of micromanagement? And I don’t know if there’s a study, like billions of dollars, or attrition rates, or percentage of people who say they suffer it. What’s kind of the scope of things here?

Lia Garvin
Yes. So, there’s a lot of data coming out of the Gallup organization around employee engagement going down. And one of the big reasons that’s cited is a micromanager, or feeling your manager either doesn’t have the right sort to skills, is not invested in you, or is not managing effectively. And I think the cost of someone being a micromanager is pretty widespread.

So, first, for the manager themselves, they are so much more likely to reach a state of burnout because they are taking on too much. And so, I think if only it affected the managers, this is already really an expensive cost because people are getting burned out. They’re feeling like, “Okay, I can’t scale right now. Folks are having to do more with less, with layoffs and cutbacks.”

And so, it ends up putting so much more work on someone’s plate and creating more single points of failure. But it’s really detrimental to the broader team because when people can’t step up and own more, they often feel kind of disillusioned with the work. They start losing motivation. I think this is a real contributing factor to quiet quitting, people feeling like, “Well, I’m kind of giving it bare minimum and that’s about it because I’m not really empowered to do more.”

And, also, what can lead to so many people leaving the workforce because they’re not given the space to really grow, to demonstrate their strengths, to solve problems in their own way. So, micromanagement, I think, can really light the spark that starts to have someone questioning, “Do I have a future here on this team?”

Pete Mockaitis
All right, Lia, so we’re talking micromanagement. We’ve also had some guests speak about the concept of undermanagement, they’re kind of managers sort of checked out, not paying attention, not really aware of the stuff that folks are working on. Do you have a sense for which is more dangerous?

Lia Garvin
Ooh, I love that. I think it goes back to depending on the situation and, potentially, the level of seniority that you’re managing, the level of complexity of the work. But undermanaging is a serious issue especially for folks that are newer, if there’s no onboarding, if you kind of get hired, you’re working out a year, bedroom, you haven’t seen anybody in person, and you’re trying to figure out how to navigate life in a new company, and your manager said, “Okay, figure it out.”

This can drive that same sense of disconnection with the work and with the company than having someone with all the details because you feel like you’re left on an island and you have no idea what to do. So, I think they both have serious consequences but they both kind of have the same, I would say the issues at its core, of a manager not having potentially the right confidence or the right skillset around how to actually manage effectively.

So, there’s a real skill gap, and that’s what I love to dive in with teams, is just figuring out, “Well, here’s the sharing, the fundamental skills that will help bridge that gap, how someone can feel more comfortable assigning responsibilities, or reining it in a little bit, but finding that balance, finding your own authentic style, and then where to deploy these different tools and different situations.”

Pete Mockaitis
And do you have a sense for, given the state of management these days, roughly what proportion of managers are micromanaging, managing about right, versus undermanaging? It may vary wildly by industry, by geography, but what’s your sense on the ground?

Lia Garvin
I got to say I think a lower number are managing just right.

Pete Mockaitis
Okay.

Lia Garvin
I don’t know, I would say, the under and over. I think I know less about, like, the percentages-wise. I think what I would guess is they come as a pair. Micromanaging can often look like that helicopter managing, which you know we’ve all heard of helicopter parenting, where you’re really, really in it and you’re kind of out on the sidelines where I think it can look like both.

And for different people, I think, doing micromanaging and then being absent, that’s a reaction to needing a sense of control, or feeling stressed, or feeling overwhelmed. People sort of fall onto these different patterns. So, I think it could both be a personality type and situational, which is your tendency as a manager when you have this skill gap. But I think, like I said, the lowest, and I got to say I think the lowest percentage would be people that found that balance and are doing it just right.

And that is because, again in this Gallup data, most managers are in the position of a people manager because they’ve been in the company a long time, or they were a really, really strong individual contributor, or they have really strong technical skills, so they’re given a team, and it’s like, “Go for it.” And there are some stuff that’s got to happen between getting a team and leading a team effectively that, I think, not enough companies are investing in.

Pete Mockaitis
Understood. Well, let’s say we see some of ourselves in that description, we’ll go both sides, as the manager and the managee, or the person working with the manager, if we are the manager and we’re doing some micromanaging, how can we cut it out?

Lia Garvin
So, I think the biggest thing that managers can do is switch from problem solving to coaching because when managers take on the responsibility of, “A team member brought this up, so I need to solve it for them,” they are never going to teach that person how to fish, so to speak. They’re always going to be needed to solve that problem again and again.

And so, talking to your team members using a coaching mindset, using open-ended questions when someone comes to you, saying, “Hey, I can’t solve this problem,” you’re saying, “Here’s how I would’ve done it.” You jump right in with a solution. That person hears that and maybe they go in, take that solution, and they don’t deploy it exactly as you would, and then they’re still stuck. Or, they take the solution and they deploy it, and it works out well, but then that happens again. Now, they come back to you for another solution.

So, I think when folks come to us with a problem, one of the easiest reframes a manager can do is to ask some open-ended questions, “What do you think went wrong? What are some of the other factors we can consider here? What did you learn here that you want to try next time?” So, these different kinds of open-ended questions allow the problem to be kept in the sort of problem-bringer’s court so that they’re working through the solution.

There’s absolutely opportunity to course-correct, and say, “No, no, no, here are some of the things that I’ve seen go wrong in that situation,” or offer more support, but really keeping that in the other person’s court helps ensure that you’re not holding on to too much control over a problem.

Pete Mockaitis
Okay. Anything else?

Lia Garvin
Yeah, I think I mentioned the strategies of making sure you’re checking in with yourself continually. I think for managers, when you’re feeling stressed or overwhelmed or burned out, or you’re in too many things, to just check in. So, maybe you start and put in the calendar, “Every Friday, I’m going to do a gut track. What does my calendar look like?”

“What kind of questions did people bring me this week? Where does my delegating look like?” so that you’re not letting it get too far where it’s been six months and you realize, “Oh, gosh, I’m in it and I think people are starting to quit, and I didn’t even realize it.” So, I’d say, to really have a routine where you check in on those three tip-offs of being really too far in the weeds so that you can course-correct before it gets worse.

Pete Mockaitis
Okay. And if we are the one being micromanaged, how do we speak up effectively? That could be tricky, that managing up discomfort.

Lia Garvin
Oh, it can be really tricky. And this is why I think sometimes we take the route of just quitting, and going, “Well, I’m going to look for someone because I don’t want to deal with it.” I think a lot of folks struggle with doing that managing up, as you call it out, and giving that feedback.

And so, I think a couple things that I’ve tried in my career, I’ve seen folks find in order to deal with this, are, first, have a conversation with your manager around skills and things that you want to develop so that, at least, you’ve put it out there on, “Hey, here are some projects I’m interested in taking on this year. Here are some different things that I want to be building. Here are some things I’m interested in.”

So, you, first, feel like, “Okay, I’ve done the first step of having the conversation, putting it out there,” to the extent that you feel comfortable. If you’re in a situation where your manager, let’s say, dives in and starts, like, line-editing an email you sent, or telling you who to add to all the invites to a meeting, or whatever is happening that feels a little bit heavy-handed, saying something like, “I’m really excited to take the lead on this and to try and demonstrate that I kind of got this and I’ve figured it out, so I’d love the opportunity to take the first step and then come back to you for feedback.”

I’ve tried this, something along those lines, and it’s been well-received because you’re not saying in an accusatory way. You’re framing it around the way that you’re wanting to learn, and a good manager wants you to be wanting to learn, so it’s a little bit of a win-win there, and you’re still offering them an opportunity to give feedback.

So, you’re not saying, “Get out of here. I got this,” but you’re saying, “Hey, I’d like to try this. And can we check in once I’ve done the first round of it so that I can learn and then you still have an opportunity to give feedback?”

Pete Mockaitis
Okay. Cool. Well, Lia, could you give us some really juicy stories of micromanagement and the uncomfortable details folks are living with and, hopefully, some happy endings for how they resolved those issues?

Lia Garvin
Yes, absolutely. So, one of the examples that comes up a lot is with writing and communication. I mentioned line-editing emails, and I worked with folks that have shared they’ve had managers where they had to…let’s say they had to send out an email that’s going to the whole team, maybe a couple hundred people, and the manager wants to read the draft of the email, give inputs, they have 95 iterations.

Then it goes from structure into word choices, then you have a really robust in the Google comments on the side, a discussion of “Do we even want to send this? Is this the right word?” you’re getting grammatical suggestions, you’re getting all sorts of things, another person is added to the chain, that person is removed, we go back to thinking, “Do we want to do this email?” when you’re just supposed to write one email that was going to not really be a big deal. It’s announcing, like, a lunch that’s happening next Friday.

And so, I think this is the kind of thing that happens, is someone either they’re feeling out of control and so they go in and they just go to town on you. Imagining if you’re that person, “I was just trying to send this email out,” and the amount of kind of time and energy being spent on picking apart your little insignificant trivial email, it starts to really feel yucky for that employee.

Pete Mockaitis
It does, indeed. And so then, in that world, do we do just the things you mentioned? How might we say that? Like, “Hey, I’d love to show you I got this. I’d love to demonstrate my skills. I’d like to take the first crack at it.” It sounds like there are multiple cracks taken in this story.

Lia Garvin
Right. Which of the cracks are we…? Well, I think in that situation I might ask, and again it always depends on the relationship with our manager. I want to caveat that because I know some people listening might say, “Well, I can’t say that to my manager.”

So, let’s say if you have a dialogue where you feel like you could say something on the lines of, “It’s looking like we’re spending a lot of time on this email, and I want to better understand which of the situations where we really want to roll up our sleeves and dive in with this level of involvement? Or, which are the ones I can kind of run with to just be done with and get off our list?”

So, I think it can sort of flag, like, “Hey, this is a little bit much,” and also giving opportunity for feedback by asking an open-ended question that doesn’t sound defensive.

Pete Mockaitis
Okay. Could you give us some examples of these questions or key verbiage, sentences you love that can be really handy here?

Lia Garvin
Yes. So, I think a little phrase that’s really useful is “I want to better understand.” Another could be, “So we can all be successful, I’m eager to learn and give this a try on my own, to build up my own skills here.”

Pete Mockaitis
Yeah, “I want to better understand” is way better than “So, what’s your deal, dude?”

Lia Garvin
“What the hell, man?” Yeah, exactly.

Pete Mockaitis
I like that. Well, and that really does help you out because that’s, I think, what’s frustrating with the micromanaging situation, is that that’s how I felt, it’s like, “Am I missing something here because it seems like this isn’t that big of a deal? You know, the time and effort and iterations you’re putting on this would make it seem like it is a big deal. So, seriously, help me, like, genuinely, help me understand. Isn’t this just a fun lunch that we’re announcing? Does it matter if everyone goes or doesn’t go?”

And then maybe, sometimes you’ll get a great answer, it’s like, “Well, actually, the issues being discussed at this lunch are very sensitive from a legal and liability perspective, so it’s very important that we don’t say anything that, in the course of a discovery, should we be sued, is going to put…” It’s like, “Oh, I had no idea.”

Lia Garvin
“Well, now I know.” Yeah.

Pete Mockaitis
“Well, thank you, that makes a lot of sense why we’re getting into it.” Or, maybe they’ll just chill out, it’s like, “Yeah, you’re right. I’m sorry.”

Lia Garvin
Exactly, yeah. And the key here, I think, a couple things, is really it could be frustrating when you’re in that moment, it’s like, “Oh, my God, literally, what’s going on?” When you’re under the micromanagement wrath, it can be very frustrating. But to take a step back, to sort of let that subside, to remove the frustration from the way you’re communicating, and to not come across as defensive, offensive, whatever, whichever one is more appropriate, like to not come forward with that.

Because I think when someone on the counterpart feels accused, it just makes it…it throws the whole thing off, and that’s going to be, I think, someone could say, “Well, of course, it’s important.” Especially, if they had a real big reason, they could think, “How do you not know that? Are you not taking care in time?” So, I think really having the conversation when you’re not feeling defensive or frustrated, really having an open, with curiosity, “I’m genuinely curious around this level of oversight and involvement, I’d love to learn more, I’d love to better understand.”

And so, this might mean it should not be written in an email or a chat. Like, I think there’s so much open for misinterpretation in written communication that just walking up to your…if you’re in person, walking down to your boss’ desk, and saying, “Hey, got a second? I want to better understand,” or asking to have a quick five-minute meeting over video conference, I just think it’s going to spare so much further miscommunication to actually talk face to face or over the phone if needed.

Pete Mockaitis
And as I think about the times I’ve been micromanaged, it’s funny, I think sometimes it’s my own fault and it’s necessary, it’s like, “Hey, Pete, there were several errors last time that were problematic, so we’re going to take some time to make sure we go through those.” And, in a way, that really was coaching.

But it felt like, “You’re all up in my business and I don’t like it,” but the older, wiser Pete recognizes it was necessary at that time and that season and that piece of work in that context for them to be up in my business, even though it was unpleasant and I didn’t like it. So, I think those were kind of my takeaway.

Lia, is it fair to say, sometimes, like the boy who cried wolf, the colleague who cried micromanagement, it may, in fact, just be appropriate management that just is uncomfortable and unpleasant in the moment?

Lia Garvin
Absolutely. And so, this is why one of the core programs and workshops that I offer for teams is how to give feedback effectively because, I think, feedback given ineffectively can feel like micromanagement. When you don’t have a strong relationship with your team, it can feel like micromanagement but, actually, we should be able to give feedback.

And I don’t want any manager listening to this to go, “Well, I can’t say anything to my team members.” It’s not that. It’s about, I think we said in the beginning of the conversation, getting to understand the style of communication that’s really the norm in the organization, in the company, in the team, and then meeting that, and if you’re really finding yourself hitting those kinds of tip-offs.

And that’s why the tip-offs weren’t people coming to you and saying, “Stop micromanaging.” It’s like, “What are the external signals that I’m too much in the weeds?” And so, that’s the difference there, is if we’re finding, then it’s a moment to check in. But giving feedback is critically important, and it’s one of the most important things you can do as a manager. And receiving feedback effectively is one of the most important things you can do as a non-manager because this is how you’re going to grow and develop.

So, I think feedback and micromanaging is very different. I typically see micromanaging as level of involvement, I think, in your direct reports or in your management chain beneath your business affairs day to day. And then if your level of involvement sort of could feel like you may think it’s feedback if it’s around some kind of deliverable.

But feedback, let’s say, on an email or on a presentation is reviewing it at a certain point maybe later on, not every second, and then giving some specific tips and waiting for someone to come back to you, as opposed to rolling up the sleeves and thinking you’re going to sit side by side and finish banging out the email together.

Pete Mockaitis
Yeah, I think that expectation alignment is huge because, like, when it comes to decision rights or how that unfolds. I’m thinking other times I felt micromanaged, both of them I was like planning social stuff, and so I thought, “Okay, this is just for the kids,” if you will, the folks on the team who are in larger numbers, and there are relatively fewer sort of managers, directors above.

And, one, it was to say, “Okay, so what are going to do for the office-wide fun time?” And so, I did the survey, I put it out there, and I said, “Hey, what do you know, sailing is the thing they like the most out of the options. That is kind of cool.” And so, this director just kept digging into it, like, “Well, I’m curious if we really segment that data, my hypothesis is there’s a small subsegment of folks who are strongly in favor of this sailing, and many others…”

And it was like, “Okay, that is pretty convoluted, and, well, no, we could slice the data survey another way,” which we had, which is kind of ridiculous for a survey about the social stuff, it’s like, “Well, no, it still looks like this.” And then so what my takeaway was, “All right, dude, you just don’t want us to go sailing. It’d be nice if there were options that were totally unacceptable to you that you just let us know in advance, like, ‘For whatever reason, hey, sailing sounds really cool and fun but we can’t do that because of X, Y, Z. that’s going to be problematic for a large swath in our office who are seasick.’”

I was like, “Okay, fair enough. All right, you know what, we won’t even put it on the survey, and it’s good to know that upfront,” as opposed to, “We’re all stoned out sailing and then…”

Lia Garvin
And he said no, yeah.

Pete Mockaitis
Then to approve for these not great reasons in terms of, like, if we squint and sliced the data in such a way we can get there. And other times, there’s just a team event, like, “Hey, let’s go let’s do laser tag.” And I guess the manager who was in the room, and there was a lot of enthusiasm for that, like, “Yeah, yeah, let’s do it,” and he’s like, “You know, I don’t recall seeing a survey collecting the team input regarding the team activity.” I was like, “Oh, sorry. Well, we just got to talk about a few things, and this one was, by far, had the most energy and enthusiasm.”

And so, it was just sort of like…and then I was sort of shamed for inappropriately gathering incomplete feedback. It’s like I would just respect them so much, it’s like, “Dude, just say, ‘Hey, I want to participate, too. I know this is like for the kids or ‘whatever’ and I hate laser tag, and so I’d really appreciate it if you could find something else to include me.’” I guess maybe that’s too humble and vulnerable, or I don’t know, for them.

Lia Garvin
No, but I think that and then the example around the previous, where we’re talking about the email, what you’re saying is it’s transparency and context. Like, if there was a reason, say it upfront.

Pete Mockaitis
Totally, yeah.

Lia Garvin
Yeah. And I think you mentioned director in that, and that stood out to me as I think that’s a real…the level of seniority and the level of depth should match. And I think that’s another thing that can be frustrating, is when you have a VP or SVP or director that’s very in the details around planning something or orchestrating something that it just doesn’t feel like an appropriate match.

I think a senior leader, it’s really critically important to demonstrate interest and support for the team, this kind of stuff, but is it really necessary to be providing inputs on activity level beyond setting some expectations and constraints? Not really. Because what happens is that person, whether they mean to or not, will have veto power because they have the highest level of hierarchy, and then it throws off the whole dynamic.

So, I think for any senior leaders listening to this, I’d say recognize your own position in a company or a team, and think, “Hey, do I need to be in this conversation? Am I actually inadvertently throwing it off? Am I sharing my opinion and it’s carrying more weight because of my hierarchy, when it really shouldn’t?” and then taking a step back.

Pete Mockaitis
Certainly. And just expectation, alignment, I guess I was thinking, like, “Hey, the senior leaders…” I guess the way I view the activities were, “These are primarily for us, because, one, we outnumber you, and, two, you make gobs of money, and then this is part of the recognition and appreciation for that.” So, anyway, maybe that’s an unfair view or characterization or expectation for the social activities. Wow, this is really…

Lia Garvin
Well, that’s interesting because I had that same observation working on my roles in tech or around team operations and establishing team process. And I always found that the recipients of process were actually very open to it. It was like other people that would say, “Oh, I don’t know about this,” other team operations or other managers, never the recipients of that thing.

And I think I understand what you’re saying because, like you said, the people that want it, they were going to engage in the activity, they’re all like downed with the laser and with the sailing. And so, that’s another question maybe to think about when you’re maybe shutting down an idea or giving feedback. When I talk about feedback, I always think I encourage people to ask, “Am I the right person to give that feedback?”

And so, in your situation, like, “Am I the right person?” is, “Am I even attending this event? Do I really care? And what’s my stake in this situation?” And I think, for the leaders in your situation, it’s like, “You know, I’m best suited just to support the activity, to pay the bill, and show up and welcome everybody, and like leave it at that.” So, yeah.

Pete Mockaitis
Yeah. And then, again, if they had a differing expectation, it’s totally cool to share that, it’s like, “Hey, you know what, this is a cool opportunity we have to really just flatten the hierarchy, in which the managers, directors, VPs, whatever, get to be silly and ridiculous right alongside, and it’s so stressful dealing with blah, blah, blah.”

Lia Garvin
Exactly. So, it’s setting that context up front.

Pete Mockaitis
“So, I know it might seem silly but we want to play, too.” And I would find that endearing, it’s like, “Okay, okay, director. Thank you. I understand. That’s cute. Let’s do this thing you like, too.”

Lia Garvin
Exactly. And so, like you said, it’s setting the context. I think with these team-related activities, there’s a lot of…I think it’s really important to be inclusive, make sure everybody can actually participate in the activities, that there’s not overtly focused on alcohol, or in they’re in the right times of day where people can participate if they have to be doing caretaking and pickup.

So, like there’s a lot of constraints, and I think sometimes, so it’s really important for leaders to set that context for folks so that they can then plan something that’s inclusive and appealing to everybody. So, there’s a lot to navigate, and it can be a trap for micromanagement, so a little bit of both.

Pete Mockaitis
Oh, it really can because I think it’s funny because, it’s like, “All right, let’s let the junior employees run with something.” It’s like, “This isn’t that important so you can just own it, but you don’t own it.”

Lia Garvin
Yeah, “But you don’t really own it.” And so, this is something when I talk about delegating that is so critically important, is there’s a lot of ways in delegating but saying, “What is the task? What does success look like? And then what is my expectation of involvement?” I think that’s the one thing that managers don’t always talk about.

They say, “Okay. Here, go run with this. This is what success looks like. We’re all good.” And then the manager is like, “Well, where we at with that?” And they want it to be regularly updated, they want to be in the loop, they want to know what’s going on at these different time periods. That goes in the conversation upfront.

So, if we say, “I want you to take on this status report that goes out every Friday,” if you really want a preview of that status report on Wednesday, you’re going to say that, not just show up Wednesday, like, “I need to see this today,” because someone thought they had till Friday, and then they’re going to feel like, “Oh, gosh, I had no idea that was coming.”

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

Lia Garvin
Yeah, I think there are so much opportunity right now with so much change in the workplace to really get right how teams are operating. And I think a lot of that comes down to, as we talked about today, really making sure our managers are set up for success, both for themselves so they’re not burning out, and for their team members so that they’re staying motivated, engaged, and enabled to do their work best.

So, I love working with teams, that is my focus, diving into figure out what’s really getting in the way of teams operating their best. So, if you want to learn more about that work or how to support your team, reach out at LiaGarvin.com.

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

Lia Garvin
Ooh, favorite quote. Oh, man, I’ve got to think about this in a bit.

Pete Mockaitis
Oh, yeah. No problem.

Lia Garvin
Oh, man. Ooh, okay. So, something that I’ve been finding inspiring is the quote, “Make the why bigger than the fear.” And this is something, I think, for any of us to think about that are doing something new. So, this was really motivating for me as I launched my own business and left the corporate world, was the thing that’s really fueling you to do it, let that be bigger than all the reasons that are telling you to stop and go back and keep it safe.

And I think, for teams, right now where there’s a lot going on, it’s really uncertain, people are cutting back, and so remembering, “Why are we here? What are we trying to create?” I think that can really help, especially if you’re a manager. Create a sense of certainty even when there’s so much uncertainty happening.

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

Lia Garvin
Yeah, my favorite study, I’d say, year over year, is the Lean In and McKinsey & Company Women in the Workplace report. It’s a wealth of information around people’s experiences. They’ve added in the recent years the intersection of gender and race, and really deeply understanding the experiences of women, why women are leaving the corporate world in higher rates than ever.

This year, a lot of the information talked about lack of recognition and visibility. This is something that managers have so much control over, making sure people feel seen, like their work matters, making sure it’s getting the right level of visibility. So, that’s a study I go back to every single year as they put it out to really inform where I focus and some of the things that I can highlight for the teams I work with.

Pete Mockaitis
And a favorite book?

Lia Garvin
So, a book that I read over the holidays was Lead to Win by Carla Harris. And Carla Harris has these series of books around her pearls of wisdom. She was vice chairman at Morgan Stanley and has a ton of great insights around career, sponsorship, how to really build up your skills as a leader.

And this one specifically dives into how to build great teams, how to drive inclusion on teams, really kind of a playbook for managers trying to break through the next level. So, that’s something I’ve been really loving reading.

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

Lia Garvin
Tool, yes. Otter.ai, I believe, it’s called. It’s an app where you…it’s a voice notes app, but it does AI transcription, so it’s pretty flawless transcription. And whenever I have to write an email, now this is great if you’re, like, writing a cautious response to maybe some passive-aggressive behavior, or you’re trying to get your ideas out. I will speak out this email into the voice app, and then I have a great thing to copy and paste into my email.

I think a lot of times when we’re writing, we can get stuck on having the perfect wording. So, if I’m writing a bio for something, or, like I said, a difficult email, or something I’m just getting stuck on, grabbing the app, talking it out into there, and then copying and pasting, and taking the good parts, and having that be the written form is just a huge shortcut.

Pete Mockaitis
And a favorite habit?

Lia Garvin
Favorite habit, I guess it’s called multitasking, but I have a walking desk, and I do work while I’m walking on the desk. So, I like to do two things at once that allow me to get two things done at the same time. Some call it multitasking. I would call it layering two activities.

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

Lia Garvin
Yes. When you’re feeling stuck, or you encounter rejection or failure, it’s not you. It’s your approach. And when you change your approach, you will change your outcome.

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

Lia Garvin
Yeah, so I would say connect with me on LinkedIn. Wait, let me do that again. Sorry. Connect with me on LinkedIn. I’d love to hear from folks, especially what resonated from this episode, or reach out on my website at LiaGarvin.com.

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

Lia Garvin
Yeah, I think for folks, giving yourself a little bit of permission to be figuring it out right now. Right now, it’s a really, really hard time in the workplace. There’s so much uncertainty. And figuring out what do you need to be able to face every day feeling more optimistic or more supported. So, if that’s taking a walk, doing a meditation, whatever, making your favorite coffee, whatever it is, figuring what that thing is and building that into your routine so that you have a sense of, “I’m doing something for myself every day.”

Pete Mockaitis
All right. Lia, thanks. This has been a treat. I wish you much luck and little micromanagement.

Lia Garvin
Thank you so much.

833: The Four-Step Process to Influencing People and Decisions with Andres Lares

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Andres Lares reveals the surprising psychology behind decision-making and shares a four-step process to influence others.

You’ll Learn:

  1. How to tap into the hidden driver behind most decisions
  2. The critical steps that set you up for greater influence
  3. What to say when you’re losing the other person

About Andres

Andres Lares has been the Managing Partner and CEO of Shapiro Negotiations Institute since 2017. Prior to this role, Andres served various roles including Chief Innovation Officer where he led the company’s development of technology and content. For over a decade Andres has advised professional sports teams in the NBA, NFL, MLB, and NHL on contract negotiations, trades, and other critical negotiations. He has been featured in publications including HBR, Forbes, CNBC, Entrepreneur, and Sports Business Journal.  Andres guest lectures at conferences and institutions around the world and teaches a course on negotiations at Johns Hopkins University.

Resources Mentioned

Andres Lares Interview Transcript

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

Andres Lares
Thank you for having me.

Pete Mockaitis
Well, I’m so excited to hear your insights on persuasion. Could you kick us off with a particularly striking, fascinating, mind-blowing, counterintuitive discovery you’ve made in this domain? No pressure.

Andres Lares
Yeah, no pressure, huh? So, yeah, this is kind of like if I give this up and there’s no really reason to listen to the rest of the podcast…

Pete Mockaitis
Keep it short, yeah.

Andres Lares
Exactly. So, people would be done in one minute. So, there is one thing that really struck me. So, when we got into this, I’ve been doing this for about 12 years now, and pretty early on, the thing that struck me and sticks with me is, essentially, kind of a quote that we use in our trainings that’s been around, really, since Aristotle. He was kind of teaching this many years ago, and perhaps not enough people listen. But it’s that, “People make decisions emotionally, and then they justify them rationally.”

And that has really stuck with me. We have done an enormous amount of research that indicates that is definitely the case all over the world, regardless of culture and language and everything else, so that really has stuck with me. So, that’s it, we’re done, we can pack up and go.

Pete Mockaitis
Well, I really want to dig into that. So, I’ve heard that and that seems sensible. Can you unpack that with some of your research and some examples of what that really sounds like in the internal dialogue and practice?

Andres Lares
Yeah. So, really, where does it come from? And, really, where it comes from is kind of heuristic, all the shortcuts in our brain that we take because we have to. And so, there’s a lot of this that’s covered in one of the books that I have enjoyed, and it has impacted the most ever, is Thinking, Fast and Slow, and no surprise it’s a Nobel Prize winner that wrote it.

And another that would’ve won one if he was around, but it was one of those things that, because there’s so much that we have to compute in our brains in a short period of time, we really, essentially, are struggling and taking as many shortcuts as we can. So, what does that look like? So, I’ll give you an example that we often talk about.

So, this is a study done many years ago, and, actually, you know what, there’s a couple. So, the best one, I’ll shift gears here and convince myself of another one. So, here’s a perfect example of a shortcut and how emotions drive things. So, many years ago, there’s a study done at Harvard, and it was at a library or, essentially, where folks didn’t realize what was going on but it was a study that people were in a copy machine, a line to the copy machine.

So, again, just the context here, a line to the copy machine, you really are doing nothing else while making copies. Well, in this study, they basically had actors approach real people and ask three different ways in order to butt in the line. So, the first was, “Can I go in front of you?” and so that was the first thing they asked.

The second one, they said, “Can I go in front of you because I’m in a hurry?” And the third one, they said, “Can I go in front of you because I’m in a hurry? I need to make a lot of copies.” So, that’s the three, so you’re asking someone. So, now, the percentages here will tell you how long ago this was. I don’t think they would stand at the time. But, in the first example, basically just asking to go in front of you, 60% of people approved.

Pete Mockaitis
Oh, that’s so nice of them.

Andres Lares
I know. And so, that’s how I know this was not done recently. In the second, they literally said, “Because I need to make copies,” and 93% of people let them in front. And then when there’s kind of a reason that was a little bit more reasonable, which would be the fact, “I need to make a lot of copies. In addition, I’m in a hurry,” it went up only to 94%.

So, what’s happening there, right? Just simply the word because, and someone sharing a reason with you, is enough. It’s compelling enough for your brain to think, “Oh, yeah, that’s probably a good reason. Then go.” Even the actual reason itself rarely even matters that much. Now, you can’t always do this, and there’s different circumstances will provide different results.

But similar studies have been done all over the place and with adjustments of all types, and there’s always that aspect where our brain is taking that shortcut and it almost doesn’t matter what comes after the word because, “I hear because, there must be a reason. It must be good. Go ahead.” And so, as an example, and there’s millions of them where people make emotional decisions.

And I’ll give you one more that I particularly enjoy. This has been done with jellybeans and things like that. Imagine this big jellybean, one of those where if you pick the number of jellybeans in a container, you get a prize. Imagine that. And so, they said, “You have a choice, in this one there’s 10 jellybeans and one is red. And if you picked the red one, so one in ten chance, you will $100.” In another one, they said, “Look, in this case, there’s a hundred jellybeans. Eight of them are red. If you pick a red one, you’ll get a $100. Which would you choose?”

Now, most people, more than 50%, again, all over the world, will choose the second. Now, why did they choose the second? The first one has a 10% chance. The second one has an 8% chance, eight out of 100%, one out of ten. But what happens is, well, one is kind of a denominator issue where the math may be a little bit more complicated for folks in the moment. But the second is, emotionally, they feel like they have eight cracks at that red jellybean to make the money rather than the one crack.

And so, that feels more important than the denominator, how many jellybeans there are, and so they pick it. So, those are two kinds of very different examples of that at play.

Pete Mockaitis
All right. So, now I’m thinking about counter examples just to put this to the test. I think I’ve often been in a situation where I do exactly that. I want something or I don’t want something, I just like something, I don’t like something, and then I find a way just to rationalize it afterwards. Sometimes, what’s interesting, I find that I fail.

Like, for example, when I saw the…it took me a long time with the iPad. I said, “Okay, I’ve had some good experiences with Apple products – the iPhone, the iMac, the MacBook Pro. I like all three of them. I really see their place in my life. But for the longest time, the iPad is just like, “I don’t see how I need this. I have got a laptop which can do just about all those things and more.”

And so, I think I went for years without an iPad. Friends, roommates, others had iPads, loved them, and I kept looking at it, thinking I wanted it but it just didn’t click for the longest of times. I guess I was not able to martial the logical reasons until I had just enough experiences of being on a plane and not being able to open up my laptop all the way to actually be able to view it and sit it on the thing, because I’m a tall guy, and try to get it a comfortable angle.

And then I thought, “Well, okay.” And then I think there are some lower price options, it’s like, “I don’t need the newest one, and, yeah, I’ve got a birthday coming up.” So, the things all kind of align. But I found that intriguing that. You tell me, am I abnormal or is there a certain threshold that has to be met here? It’s like, “I could have desire but be unable to bring enough logical justification,” even though I’m so good, I think, at rationalizing and justifying a lot of things in order to get me to do the thing that I want or don’t want. What’s going on on the second layer here?

Andres Lares
So, when I hear that story, my first reaction is, “It was the emotion that drove you.” So, what I hear in that story was, “It wasn’t until I was cramped like this in an airplane where I was thinking, ‘What am I doing here? I’m on this four-hour flight across the country, and I can’t do anything. It’s frustrating,’” whether you want to watch Netflix and just relax or you want to get some work done.

And that’s the moment where kind of how you felt in that moment was the true compelling kind of emotion that enabled you to get the iPad. In my opinion, that’s part of what happened there because that’s really what drives it. And then you can justify, “Okay. Well, iPad is the best because I’m an Apple user and it’s going to sync in very well,” or whatever.

Then the logic will kick in and kind of work through all the details. But that first desire, or that shift from desire to actually doing it, I think that probably happened on an airplane where you said, “Enough is enough. I need this thing.”

Pete Mockaitis
That is interesting. I guess I thought when the iPad was first unveiled, I had some desire, like, “Ooh, that looks cool and shiny. I like it. I want it. But I don’t really need it. Where does it fit in into anything?” So, I guess maybe, in your model, what’s happening here is I have insufficient desire until I had a new emotional experience of, “I’m very uncomfortable in this seat and want to have more comfort in the seat.”

Andres Lares
So, it’s interesting because I think that is a none kind of money version of what we often see, which is that folks will want stuff. There’s something that you want that’s got some strength. But avoiding something you don’t want has even more strength, and that happens with money, right? So, we see someone, $100 for sure versus 50% chance to win 200 or zero. Mostly you will pick 100 because what happens is they miss out. And it happens even more strongly if it’s a loss.

And so, I think what’s happening there is the fact that, “Hey, this thing is shiny,” whatever you want. The thing that’s compelling but the level of how compelling it is when you actually then face a negative emotion, where it’s like, “This is really frustrating, and I could get rid of this frustration if I bought a tablet, and that tablet happens to be an iPad,” I think that’s the one that’s going to be more compelling, which is why that happened. And so, when it’s nice and shiny, that’s compelling but it’s typically not as powerful as the other.

Pete Mockaitis
And then I’m curious about sort of business-to-business type decisions. Like, I think, in a way, at least if you are a director at a publicly traded corporation, for example, you have a legal obligation to look out for the shareholders’ best interests. And so, it seems like there are some solutions that, it’s like, “Oh, this should produce ROI.” So, in some ways, like we’re really “supposed to” think extra super duper logically about the financial logical consequences of a thing. Are emotions still running the show here, too?

Andres Lares
So, I mean, yes, but there are some things that remove some of that, right? So, for example, if you’ve got a decision that takes a long time. So, the longer you put something through a decision-making process, and the more people are involved, although group-think does happen, but more people, more time. There’s a bunch of these variables that will do that, so in the moment.

If you think about…let’s move to a totally different world. Let’s go to a grocery store, and that’s another example, the grocery store. Why is it that there’s gum and snacks while you wait to pay? So, those gums and snacks are also in another aisle but they’re bought significantly less. But in that moment where you’re just waiting and you’re sitting around, it’s going to take three more minutes, which feels like 15 where you’re waiting for the next person to pay, you make this kind of emotional decision of, like, “Oh, yeah, this is what I need.”

And so, what happens is I think that’s kind of taking advantage of that. Now, over time, if you saw that in the aisle, you wouldn’t have gotten that piece of gum, or you wouldn’t have gotten that candy bar. And the same thing would occur with corporate decisions. If you’re the director of the company, if you make a decision over a couple of weeks, it’s less and less emotional. Now, emotions are still at play.

I remember kind of finding this stat which still shocks me to this day that the first and last, as far as like those two, typically, in an RP type process where it’s a little bit informal, or in a fully informal kind of bidding process, the first and last are selected more than 50% of the time, even when there’s more than four or five vendors. So, it’s imbalanced in the first and last. And, again, that’s another way where we’re emotional beings, and the first sets the tone, the last is the one we’re most likely to remember.

And so, the first sets the tone, and others don’t necessarily stack up to it, or they say some things that are unique, or the last does something that’s impressive in any way, they’ll last with us, and you pick them. But it’s unbelievable that you may not be picking the best partner for your company. You’re literally picking who went first or last potentially. And even worse, we don’t know it. And even if we do know, we often can’t do anything about it.

Now, of course, there are ways. So, writing things down, decision-making processes, taking time to digest and think through it, creating a criteria, there’s things you can do but it is amazing how emotional we are as beings.

Pete Mockaitis
Well, that is so shocking and striking, I almost feel to construct a counter narrative that explains it, such as, “Well, the first person, they really got their act together. They got some hustle. That is a high-performing organization that moves quickly, and that’s an advantage so they deserve stuff. And the last folks, boy, they really put some fun into this. They took their time. They did their research and their homework and their preparation. And so, the first and the last may disproportionately, in fact, be superior potential partners.” I might be stretching here, but that’s where I kind of go.

Andres Lares
In the cases where there’s no choice, I think we see it happen too, but it happens just about everywhere. So, another one is called the winner’s curse often. So, if you think of like a bidding system, typically the person…and this happens in sports. We do a lot of work in sports. And if you think of an athlete goes to a team, oftentimes, and this happens in baseball perhaps in more than any other sport. It’s okay, you’re willing to pay $10 million a year for 10 years.

I’m willing to pay more, if you’re willing to pay more, then you go back and forth. Then you find the person that wins is, essentially, cursed because they win, by definition, by overpaying for that player. And so, again, and that’s typically emotional. When we’ve been in the trenches with teams, that is because they get caught up in the deal making, or because it is a blurriness, it is an emotional piece because, I would say, 99.9% of the time when we meet with the teams and we’re kind of involved in these kinds of decisions, they have written down a number as a walkaway that’s lower than they end up paying.

So, they end up going well above what they said they would, what they think is reasonable, and so that is where the justification comes in. “Oh, I am going over but things have changed,” you know, fill in the blank. Now, of course, there are times when things have actually changed. Maybe you start a negotiation early. Now, five other players get signed, now the market has moved up. That, of course, is a possibility.

But very rarely is that the reason that’s happening. It’s deal fever. We’re in it, we spent so much time, and there’s a sunk-cost fallacy, “I’ve spent this much time on it. It’s only this much more,” and that’s where the justification comes in and, really, it becomes more emotional rather than if you’re objective, you’d say, “Look, the max I was going to pay is probably ten years, 10 million a year, and it’s better for me not to do that than it is to pay more.” We just very rarely come across that.

Pete Mockaitis
All right. Well, Andres, we’re having so much fun jumping all around the psychological world here. Maybe let’s get to the fundamentals here. Your book Persuade: The 4-Step Process to Influence People and Decisions, we’ve already got some tasty tidbits from it. But what would you say is the core message, thesis, big idea of this one?

Andres Lares
So, it’s a four-step process to influencing others.

Pete Mockaitis
All right. Just like you said.

Andres Lares
Exactly, that’s it. Build credibility, engage emotion, demonstrate logic, facilitate action. So, really, it’s building credibility, people will not care if you’re not deemed credible. Think of a toothpaste commercial. Every toothpaste commercial has someone whether is or looks like a dentist, that’s because they don’t have credibility without that kind of the dental-looking attire. And so, that’s an example, and a crude one, but it is an example.

Then engage emotion. As I talk to people, people make decisions emotionally, and then they justify them rationally. Then comes demonstrate logic. Now, of course, there is a time and a place for logic. So, it isn’t that you just never do it. It’s that you typically and most compellingly do it after you build credibility and engage emotion.

And then, finally, the fourth is facilitate action, which is if you can think of all the situations where you say, “Is this a good idea?” and your teammate says yes, your colleagues say yes, “Okay, are we going to move forward?” “Yes, we are.” And then, all of a sudden, you check in two weeks later and nothing has happened. I think just about everyone can relate to that.

And so, facilitate action is about creating an environment where it’s as likely as possible that the behavior that you want to be taken will be taken.

Pete Mockaitis
All right. Well, it sounds good to me. Lay it on us then, let’s say we want to do some great persuading, can you maybe give us some example demonstrations for how we’d step through each of these pieces from building the credibility to engaging the emotion, to demonstrating logic, and to facilitating action?

Andres Lares
Yes. So, let’s try to pick something that potentially anyone can relate to. So, you’re working with a colleague at work, so potentially, let’s say, they’re not necessarily someone above you or below you. They’re kind of a lateral position, and so, hopefully, this is generic enough that it works for everyone. So, the first thing is you want to think about, “Okay, do I have credibility with this person? I’m trying to convince Pete to do something, okay, so how am I going to do it? Well, first is, does Pete know who I am? Does he think that I’ve got good ideas? What is his perception of me?”

And so, let’s assume that it’s a neutral perception. Met a few times and not much there. So, the first I think about, “How do I build credibility?” So, the build credibility might be simple things. So, spending time with someone, unless you actively do something very negative. Generally, spending time with someone helps you to build rapport, trust, and credibility.

But also, you can give yourself a few things. So, when you bump into Pete, and there’s an opportunity to say, “Hey, I thought of you the other day when I read this article. I’ll send it to you by end of the day tomorrow.” That’d be an example of manufacturing an opportunity where you, in this case, you should genuinely have thought about the person and think that article might make sense. And then I sent it to Pete in the time that I said I would.

Well, now, you’re starting to create not only that connection based on thinking of the person, but also a sense of reliability, “I said I would do something by end of the day tomorrow, and I did.” So, you can do a few of those things, and you start to get the ball rolling. And, of course, any time you drive value, you write good ideas, things they can nibble on at work, anything that is important and valuable to the other party would help build credibility.

So, then comes emotion. So, let’s say, in this case, you’re working on a project together, and, again, to pick an example most people could relate to, Pete has this as priority seven and I have this as priority two. And so, my job is to try to convince you to bring it up to maybe not two but certainly higher than seven.

Well, then you think of, “Okay, what’s the emotion that we’ll trigger?” So, let’s pick two examples. Well, one would be achievement, “Pete, this is one of the reasons I asked you in particular to kind of be involved in this project is because I know that this is going to get a lot of attention for the senior leadership team, which is a really important project.”

So, this was done very well. Again, it has to be true. This is genuine. If it’s disingenuous, then please don’t use the model. But if you go back to that, okay, so if that’s the case, and there’s a sense of achievement, doing a good job in this, and that includes time, but also high quality, a sense of achievement that it’ll be better for everyone, and so that could be an example.

Another one could be fear, the other way, “So, I’m a little bit worried, Pete, that we’re a little behind schedule. Being behind schedule right now is not a big deal, but if we were to end up being late, I think this could be a disaster for both of us. I saw one of our other colleagues late two months ago on a similar project, and they ended up getting…” fill in the blank, right, as whatever the repercussion would be.

So, that would be an example of fear or achievement. There’s a lot of them. Then the next might be demonstrating logic. So, there, what is the logic you could say? So, “One of the things that I’ve found is, because we’re currently meeting once every two weeks, by the time we actually get to the next meeting, we’re forgetting what we covered. So, I think rather than doing it once every two weeks, and this will take eight weeks to get these meetings, if we were to meet a couple times in one week, I actually think we could pump it out faster.”

“So, rather than our estimation of 20 hours total, we could probably do it in 10 or 15. Would you be open to considering something like that and we’re kind of done it faster for both our sakes?” So, something like that would be a logically compelling argument, that, “Hey, I’m going to save you time and more efficient and get this off your plate faster, so you can get to other priorities.”

And then, finally, facilitate action might be to provide them with options. So, providing with options could say, “So, two ideas that I have are, one, do you want me to do this piece and you do that piece? Or would you prefer the other way around, I focus on this priority, focus on that part? What would you prefer?”

And you, ideally, be offering a set of options, and you might be thrown a third, but you’re willing to accept any of them, so they’re all acceptable to you, but that way the person feels, and do in fact, have some control over the result because we surely know that when you come up with a collaborative solution, they’re more likely to become committed, rather than if I say, “Hey, Pete, here’s what I need you to do, and here’s when I need it done by. Please go and execute and come back here when you’re done.”

So, that would be a bit of a generic example but, hopefully, give you some sense of how those four phases would come into play.

Pete Mockaitis
I appreciate that, yes. Well, now could you maybe give us a couple of top do’s and don’ts within each of those domains? So, when it comes to building credibility, for example, what are some great things we can do versus not do? In your book, you’ve got a few sections, “The Influencer’s Toolbox.” I love toolboxes, so if there’s anything that’s leaping to mind that’s extra handy, lay it on us.

Andres Lares
Yes, so do’s and don’ts. So, I’d say for credibility, the do is…well, something else, some of the don’t is, “Do not skip this step, this is potentially the most important step.” If you think of kind of your life right now, and how much you get bombarded with messy, whether it’s emails at work or calls and spam calls, and all the stuff that’s going on, it’s easier to just ignore something than it is to deal with it.

So, credibility is the thing that stops you from ignoring it. It’s what cuts through and it helps to cut through the clutter, if you will. And so, I think I see this a lot in…we’ll take away a little bit from kind of the job piece, and I’ll go to sales for a second. This is a perfect example in sales. Often, I see a rush through to get to sale, and they skip the personal, the credibility-building, the trust-building, they get right to the sale.

And so, what happens is when you miss that first part that even allows you to get there, so people just don’t care, “You’re just selling me something, and I don’t want to be sold to. I want to be part of the buying process.” So, the credibility piece is the don’t is don’t skip it. It can be easy and oftentimes you wonder, “How important is this?” Well, it’s really important.

For emotion, as far as do’s and don’ts, so it’s got to be, I think, the don’t again would be it has to be genuine. And so, really, the emotion is about thinking about, “Okay, what is…?” So, here, for example, we’re doing fear and scarcity. I’ll give you an example of a don’t would be, although it can work, it’s sleazy and doesn’t work long term, that’s why you see at commercials late at night, “This deal is only good for the next 15 minutes. If you call now, you get three easy payments rather than four easy payments.” It’s that constant.

Now, the thing is, where most of us are far enough to know that once this commercial ends, this commercial will run again tomorrow night, and the next night, and the next night. It’s a fake exploding deadline. And so, I think there, when you think of fear, when you’re thinking of scarcity and those things, especially if they’re negative, it’s got to be genuine. In that example I gave, the consequence. It has to be a real consequence, that actually you saw someone faced because your credibility will be lost if it’s made up. And so, it’s a don’t again in emotion.

And then for logic, I think do tell stories. The best way to communicate evidence, logic, data. Oftentimes, when I’m doing this big chart and graph, and that is helpful, it’s important for visual learners but then take the extra step, tell a compelling story of how that potentially helped another client, or why you should get a raise, or whatever it is. But if you can tell a short and compelling story to communicate the same message as you could be sharing in another way, you will be more effective in the former.

And then, finally, facilitate action, I would say some do’s are consider providing options, for sure. And then, well, the one other thing is consider a safety net. So, safety net meaning, again, I’ll go to the crude late-night informercials because they use a lot of psychological warfare on all of us, but it’s the money-back guarantee.

And the constant of that is, “How many people actually buy that product and then send it back?” Very, very, very small number of people in almost all cases. But just the mere fact that if we purchase it and we’re not satisfied, we can then send it back. That makes us more comfortable to purchase it in the first place.

So, an example in business, certainly sometimes there can be a warranty of some sort. That’s an example of almost any product that’s sold in the B2B space or B2C space, but if you could remove some of the risks for another party, you’ll make it more likely that they move forward.

Pete Mockaitis
Okay. Thank you. Well, I also wanted to get your take on some body language pieces. Are there any really reliable cues or indicators that we can feel somewhat confident about when we notice, and what do they mean?

Andres Lares
So, what I’d like to do is slightly tweak that, if you’re okay with this, and say the thing that you can count on is to only make decisions when you’re getting a consistent message from the body language. So, that’s the only thing that’s reliable. What do I mean by that? I cross my arms like this while having a conversation. Technically, that is not the best sign, but on its own, it means nothing. It happens to be particularly cold in this room, and so that could be just literally a physical response that I’m being cold.

But, now let’s take me crossing my arms like this, turning a little bit away from you, so I’m actually facing another direction, and, potentially, say, I slow down my smiling and now start having facial expressions that are more neutral or potentially negative, then you can really start to read into that. That’s kind of a pattern at that point.

And so, what you want to see is consistency with the tone, what’s being said, and the body language. And if there are more than one, typically two or three that tend to lean negative, you want to change what you’re saying, change the environment, ask a different question, think of another approach, whatever it may be.

But I would say, so the do’s and don’ts, the do’s is look for consistency, look for multiple things that point in the same direction, negative or positive. Lots of smiling, open hands, leaning in would be the positive. Crossing arms, turning away, less smiling would be the negative ones but you want those to be consistent and multiple if you’re going to read anything into it.

Pete Mockaitis
Okay. And so, in terms of a real-time adjustment we might make, what are some of the options there?

Andres Lares
So, two of the most common, one is kind of, “Oh, did I say something … Do you have any questions? Did I say something that maybe was off a little bit?” And so, in my opinion, lots of people recommend that. I think that can be something that is doable but that can take a lot of confidence. It’s almost like calling someone’s head on it, “Oh, no.” And there can be a little bit…but that is something that people do.

But generally, I would say is try to ask a question or try to change where your conversation is headed. So, I’ll give you an example, potentially, this would happen. Let’s say in an interview. Let’s say you’re in an interview for a job, and so you see that, someone has crossed their leg, turns away, and starts, all of a sudden, you see eyebrows changed a little bit. It’s a little more negative. Then, whatever you’re saying you might try to finish it kind of rather quickly.

And then, seeing that, “Pete, I’d love to tell you more about that, but I did have a couple questions for it, if you don’t mind. Is this a good place I can ask you some,” and then say, “Okay, tell me more about…” then fill in the blank of questions you have ready. “So, you were saying something,” or the opposite. If you’re asking a lot of questions and the person’s kind of doing those negative things together, they may be signaling to you the fact that, “You know what, you’re kind of done asking questions. Now it’s my turn. I want to get to know you, and it’s been too one way.”

So, essentially, what you’re reading is whatever you’re saying or doing in the moment, they’re not particularly appreciating, so any pivot from that, and then see how the body languages react. After a minute or two, are you still seeing that negative body language? One other thing I would say, and this gets into NLP and things that are a little bit less science-based or that are a little bit more controversial. But there definitely is growing evidence that you can do something that is called mirroring, which should be to try to also move towards the body language that is more positive and they’ll kind of follow you.

So, for example, if I noticed that you’re tilted a little bit this way, and you’re kind of leaning back a little bit, I would first mirror. So, I would tilt a little bit the same way, I would try to speak at the same pace as you are, so whether it’s a lot faster and then really, really fast, or slower. And then what I would do is, over time, over the next few minutes, I would start to kind of tilt my head this way, I would start to lean in, I would start to open my body language.

And so, what you can do is you can also shift that way. So, not only what you’re saying and the tone of your delivery, but if you actually mirror their body language that’s potentially negative, in particular in this case, and then start to move towards more positive body language, they should follow you.

Pete Mockaitis
Okay. Good deal. Thank you.
Well, now could you share a favorite quote, something you find inspiring?

Andres Lares
I think a few that come to mind. So, one I particularly like that one of our facilitators often says is, “Much is lost for the want of asking.” So, to remind us that if you don’t ask for it, you can’t get it. You don’t always get what you ask for, but if you don’t ask, you don’t get it.

I think there’s another one which is often attributed to Epictetus. I’m not sure if, necessarily, it was in fact him or not, but it’s, “God gave us two ears and one mouth so we can listen twice as much as we speak.” I think that is a good reminder, and just kind of the value of listening, asking questions and listening. So, I like those.

And there’s one more. Harry Truman, I believe is credited with this, but it’s, “It’s what you learn after you know it all that really counts.” And I think that one is brilliant. So, those are three that come to mind. You asked for one, I gave you three. I hope that’s okay.

Pete Mockaitis
That’s good. Thank you. And could you share a favorite study or experiment or bit of research?

Andres Lares
So, I would hate to kind of duplicate but I’d probably go back to the copier study, the jellybeans study, some of these. Those were the originals and they were done the first time, and I find it particularly interesting that was done 20, 30, 40 years ago, in some of these cases, and so much has changed in the world but they continue to be…when they’re redone and adjusted, they continue to have the same results. So, all those, kind of reminding us of human nature and how if often doesn’t change.

Pete Mockaitis
All right. And could you share a favorite book?

Andres Lares
I would probably go back to Thinking, Fast and Slow. I think from, certainly from a nonfiction perspective, that would be my number one. It’s a big read, but really an incredible one.

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

Andres Lares
For the personal side, I’ve got family all over the world, and friends all over the world, so I cannot live without WhatsApp. From a professional side, any good calendar app. Currently, it’s Google Calendar, but that is another one that I can’t live without.

Pete Mockaitis
All right. And a favorite habit?

Andres Lares
It would probably be playing hockey. So, I play hockey every Monday night, been doing it for years. Awesome.

Pete Mockaitis
Is there a key nugget you share with folks that really resonates with them; you hear them quote it back to you often?

Andres Lares
So, yeah, I would say one, and this is more on the negotiation side and the influencing side, but it’s, “Negotiation is a process and not an event.”

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

Andres Lares
So, we’re not as active as we should be on social but we do have a bunch, you know, LinkedIn, Twitter, all the usuals. But I would say probably the website, ShapiroNegotiations.com, and feel free to reach out if you have any questions. We’ve got a blog that’s weekly that goes out there, too, that deals with job-related issues plus things you might do, buying a house, buying a car, lots of B2B stuff as well. That’s our focus, so feel free to reach out.

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

Andres Lares
For me, it’d be having a process. I think one of the things that I’ve appreciated in this journey that I think when we go out and train and coach folks, we often will learn as much as they do just from the way people do and kind of the best practices. But I would say the concept of having a process for persuading others, for often negotiation, communicating, has really kind of increased my performance.

And I would say it’s something that I’m so excited about. And so, I would challenge others to, when it’s say to say, “I don’t have the time,” or, “I’m just going to wing it,” to prepare and follow a process to do it, and you will definitely be more successful.

Pete Mockaitis
All right. This has been fun. I wish you much luck in all of your persuasions and negotiations.

Andres Lares
Well, thank you for having me. I hope it’s helpful to folks as they do a great job at their jobs, and, hopefully, this is helpful there.

832: How to Restore Yourself from Burnout with Dr. Christina Maslach

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Leading burnout expert Dr. Christina Maslach shares the fundamental causes of burnout and what individuals and organizations can do to fix them.

You’ll Learn:

  1. Why burnout isn’t just an individual problem
  2. The 6 key areas of job mismatch that cause burnout
  3. What to do when you’re burnt out 

About Christina

Dr. Christina Maslach is Professor of Psychology, Emerita, at the University of California, Berkeley, and the co-creator of the Maslach Burnout Inventory, the most widely used instrument for measuring job burnout, and has written numerous articles and books, including The Truth About Burnout. In 2020 she received the Scientific Reviewing award from the National Academy of Sciences for her writing on burnout.

In 2021, she was named by Business Insider as one of the top 100 people transforming business.  She also consults on the identification of sources of burnout and potential interventions.

Resources Mentioned

Christina Maslach Interview Transcript

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

Christina Maslach
Well, thank you for inviting me. I’m pleased to be here.

Pete Mockaitis
Well, I’m so excited to talk about your latest work, The Burnout Challenge: Managing People’s Relationships with Their Jobs, which I understand is hitting lists which is really cool. Congratulations.

Christina Maslach
Thank you. Thank you. We’re very thrilled.

Pete Mockaitis
And I’d love to ask, I understand that you didn’t set out to become a burnout expert, yet you ended up one. What’s the story here?

Christina Maslach
Yeah, burnout found me rather than the other way around, I think. This was back in the 1970s, I had gotten my PhD, I had gotten a job at UC Berkeley, and I wound out to start doing research. I had been doing laboratory research on emotion, and when I got to Berkeley, they didn’t have a lab ready for me to use, so I thought, “Well, I’m going to go out and talk to people who deal with the…” you know, I was thinking about, “How do you deal with intense feelings when it’s important for you to be calm and cool and do your job? And how do you understand all that?”

So, I started talking to people that I thought might experience this on the job, and give me some ideas that I could then test out in my research. And what would happen, so I was talking to people, what we would call now first responders, people working in the ER, police people, social workers, teachers, and so forth, and as we finish up the interview, I was often asked, “Could I tell you some more things that you haven’t asked me yet about my job?” And I’d say, “Yeah, sure. That would be great. Sure.” “It’s confidential, right?” “Yeah, yeah.”

And they started telling me other things about the work that I hadn’t really understood or heard about in the same way. And after a while, I began to hear the same kind of rhythm, the same kind of pattern, the same kind of story from people from very different kinds of occupations. And I’d asked them, “Do you share this with…?” They’d be, “Oh, God knows, no.” “Yeah, but how do you talk about or think about it? Is there a name?” “Oh, I don’t know,” kind of thing.

So, I tried finding concepts in the research literature that I thought might be relevant, like, “Dehumanization and self-defense where you treat people like objects rather than human beings, so was that it?” “Oh, no, no, no, no.” “Okay. Well, medical sociology talks about detached concern that you have to have when you’re a healthcare provider and working with a patient. You’re concerned but you also have to sort of back off and be not too involved.” “No. Well, I don’t know how you…no, no, no.” “Okay.”

So, then the second serendipitous thing happened, and that was I was at a dinner for new people to the Berkeley campus, and I was chatting with the people on either side of me, and one of them was a woman from the law school. I ascribed a little bit about what I was doing to her, and she said, “Oh, my God, I don’t know what you call it, but in legal services poverty law where I just came from, we call it burnout.” And I thought, “Oh, that’s interesting.”

So, then when I ended the interviews, I’d ask, “What about dehumanization?” “No, no.” “Detached concern?” “Uh-uh.” “How about burnout?” “Yes, that’s it. That’s it. That’s the word.” And so, it just became something that I just got intrigued by because not only…so that was where the word came from, or people resonated to it, and said, “Yes, that captures what I’m going through and feeling.”

But people would get angry as they talked about things. They would cry sometimes when they talked about things. It was clearly something that was really, really important for people. And I kept thinking, “I’m stumbling across something that I hadn’t been prepared for but this seems like it deserves some more attention. I got to find out what’s going on here and see if I can understand it better.”

So, the first paper I ever published, I couldn’t get published in an academic journal because they thought it was pop psychology, but I ended up publishing it in a popular magazine at the time called Human Behavior. And, at that point, it went, what we would say today, viral. This was before internet though, so I was getting sacksful of mail in the department office from people saying, “Oh, my God, I’ve read your article. I thought I was the only one. Let me tell you my story.”

And so, it just exploded at that point in terms of people being interested in the phenomenon, or saying, “I know what this means, and I want to share that with you as well.” So, it’s just sort of grabbed me along with everything else I was doing in research and just decided, “I need to study this some more and figure out what’s happening. And if we can learn something about it to prevent it, or help people deal with this, then that would be a contribution that would be important to make.”

Pete Mockaitis
Well, that is a very rich story. Thank you, Christina. And I’m thinking about almost like how, etymologically speaking, I’m thinking that they say someone, like, discovered The Beatles or whatever. Well, The Beatles were talented, they didn’t invent The Beatles, but someone kind of realized, “Oh, this is a thing,” and made it huge.

And so, in effect, you are sort of the equivalent discoverer of burnout, maybe not so much like, “Go figure, this is a phenomenon that affects humanity,” but rather, “Oh, we have some themes and some language, and poverty law,” huh? I guess that’s where the origin story. I never knew.

Christina Maslach
That was one. But actually, if you look more broadly, I mean, that was my personal origin story, it’s that other woman. And, in fact, I did an interview with her, which was amazing and I’ve cited her as well because she was so thoughtful about all this. But if you look at the word burnout, it was appearing earlier. There were burnout shops in Silicon Valley in the ‘60s, ‘70s. There was burnout in engineering language.

I’m the daughter of an engineer who did work for NASA on rarefied gas dynamics, and rocket boosters burn out, and lightbulbs burn out, and ball bearings burn out. So, there’s a much longer history that goes before anybody was connecting it to something about the job. So, even the word stress comes from physics, engineering kind of stuff. And the load you put on like a bridge and under, what conditions will the bridge handle the load or will it break, or some sort of thing like this?

So, I’m actually not the discoverer of the word. I certainly discovered people who were applying it to their job experience but there’s even a novel Graham Greene wrote, A Burnt-Out Case back in 1960, I think it was, or ’61, so there’s longer routes.

Pete Mockaitis
You know, my wife and I met at a book club that was reading a Graham Greene book. Fun fact. Well, let’s talk about burnout. Tell us, you’ve had a role in popularizing the term for usage in humans in relation to their jobs. With all this research and history, any really striking discoveries you’ve made about burnout that are maybe not so well understood or counterintuitive to folks?

Christina Maslach
Yeah, that’s a good question because I think, for a long time, and certainly still now, the really dominant response to burnout is to say, “What’s wrong with the people on the job?” It’s looked at as an individual problem, a weakness, an illness, a medical condition, and so somehow, you’ve got to be cured or treated or send off to a doctor or a psychiatrist, “What’s wrong with you?”

And often, the solutions when you ask the question, “Who is burning out?” are, “Well, what do we do for our people? Maybe we take Fridays off, or we’ll shut down the company for a week, or maybe we need to do some other kinds of things,” and it’s fixing the people. Actually, what you’re doing is focusing on the effects of burnout but you’re not looking at what’s causing it, and that’s a different question. That’s, “Why are people experiencing this?” not just who they are but “Why?”

And when you look at “Why?” then you’re looking at, “What’s the causal factors?” And it turns out that burnout is a stress response to chronic job stressors that have not been well-managed, so it’s a management issue. It’s like there are stuff on the job, chronic. The important part about that is it’s most of the time it’s high frequency, it’s a lot. It’s always there. The stuff that wears you down. It’s the pebbles in your shoe that are always getting in the way and making you uncomfortable and posing little obstacles to just getting the job done on time and do it well.

And what we know about stress and coping is that it’s much harder to recover from chronic job stressors, or chronic stressors, period, than it is for what we call acute stressors, occasional, “Oh, we’ve got an emergency,” “Oh, there’s a little crisis,” but then we recover, get back, ready to go again, and get a good night’s sleep, etc.

So, what happens with burnout is that it’s not just stress, the exhaustion response, and people often use the word burnout to mean just that, “I’m so tired. I’m burned out.” No. Burnout is when you’re not only stressed and exhausted, you don’t have energy to do anything more, but you are becoming incredibly negative, hostile, cynical, “Take this job and shove it.” So, the whole job situation, the conditions, the people, the things you have to do, are really…you are getting very negative about that, and doing the bare minimum rather than trying to do your very best and still get a paycheck and get out of there.

And a third component intertwined with all of this is you may begin feeling negative about yourself, “What is wrong with me? Why am I here? Maybe I made a mistake going into this kind of career. I’m not proud of what I’ve done. Maybe I’m not really good at this. Why should I do it?” So, when you get that trifecta, that triumvirate of the exhaustion of stress, the cynicism about the workplace, and the sense of your job ineffectiveness, that’s burnout. That’s when you go numb. That’s when you start having other health problems. That’s when you quit, or figure out, “How can I hang in there?”

And so, the quality of performance of the work that you do is going downhill, and you’re not being really much good to not just the people on the job, but your family or friends or anybody else, so it can have rippling effects to be on the workplace.

Pete Mockaitis
Okay. So, that’s how we know we got it, or in it, or in the midst of it, that’s the view. So, what are the root causes?

Christina Maslach
Well, what we have found, and when I say “we,” I’m talking also about my co-author on the book, Michael Leiter from Canada, but also researchers around the world who have been doing work on this that led to the World Health Organization recognizing job burnout as an occupational phenomenon. And what we have found is that there are at least six areas in which the match, or the good fit, between people and their job are really critical.

If there’s a better fit, better matches, then people are more likely to be engaged with work and satisfied with it and feeling good about it. If there’s really big mismatches, gaps, between people and the job, then they are more at risk for burnout. So, the six areas are, and they’re not in order of importance at all, they’re probably just in terms of how well known they are.

One is workload, and, there, the mismatch is high demands but really low resources. You don’t have enough time, equipment, colleagues, information, whatever it is, to get the job done and meet the demands. But often, more important is the second area, which is control, how much say, discretion, autonomy do you have to do the job the best way possible, to course-correct if something unexpected comes up.

And when people talk often about their workload, they’re saying, “It’s an uncontrollable workload. I don’t have any say about how much I have to do and when and where, and dah, dah, dah.” So, control is important. Third area is reward, and what that means is positive feedback when you do something well. So, it could be salary and benefits, but it’s also social recognition, that people recognize, thank you, pat you on the back, say, “Wow, you really saved that meeting with that client. That was really good. Or, maybe you could give me some tips on doing this.” So, you’re getting a sense that you’re doing a good job, people know you are, and you have new opportunities perhaps.

The fourth area is the workplace community, and that means all the people whose paths you cross in some fashion during your work, and are those relationships one of trust, mutual support, that we figure out how to get together on the same page, we have different points of view, we help each other out, we mentor each other, we have good times and celebrate when things go well.

Or, we work in what is often called these days a socially toxic workplace where you don’t know the other people well; they’re aiming to throw you under the bus before they do anything that’s helpful for you or you for them; there’s bullying, there’s harassment between people on the job; incivility, people not treating each other well. And we have seen that area of socially toxic workplace is really growing even before the pandemic.

The fifth area has to do with fairness. Whatever the rules, whatever the policies, whatever the practices, are they fairly applied equitably? That people who did something special, get the next opportunity, or the office with the window, or promotion comes fairly, as opposed to people who are unfairly cheating the line to get ahead, brown-nose the boss, the goodies go to the wrong person, the award process here is rigged. The people who really do something special never get recognized, that kind of thing.

And that can build a lot of the cynicism of burnout, if you feel that you’re working in an unfair place. This is where, by the way, discrimination lives, where glass ceilings are. It’s not a fair environment in which people are moving ahead. And, finally, the sixth area is values, also talked about as meaning. And I think, more recently, people have said purpose. But it’s the sense that I’m doing something that is important, makes a difference, I’m proud of the kind of work I do, the values of the organization where I am are in line with what I think is right.

Or, for burnout, I’m in a job where there are ethical conflicts where I’m being pushed to do things that I think are wrong, or not to say something when I see something that should be reported because it is illegal, or doing things that’s just so go against my values, “This is not why I went into medicine. I’ve got to get out of here because it’s not just about making money. I want to be in a place where I’m really helping people. That’s why I want to do this kind of work.”

So, those six areas can give you a sense of what’s working well, but also what things are not working so well. And those can then give you some thoughts about, “Okay, how do we make that a little better? How do we deal with the chronic stressors in fairness, or values, or reward, or whatever, and improve the condition so that people are going to thrive in that workplace rather than get beaten down?”

Pete Mockaitis
And what have you found to be some clever, best practices, or approaches to bring matching back-in-action, maybe either on the employee side or on the employer side?

Christina Maslach
Both. Rather than making an either/or, which is a tendency people have, “Is it the job or is it the person? Is it the boss or is it the employee?” It’s both/and. All of them. And in many ways, when it says that job stressors have not been successfully managed, it could be managed by the individuals, by the team, by managers, by professional organization.

There are a lot of ways in which things could be altered, or changed, or ideas can be proposed that, “How about we do it this way? How about if we redesign intake so that we don’t have this kind of problem that we all complain about? Maybe it would be better if we…or, no, how about if we do it this way, which would be a rotation? Well, how about if…?”

But come up with ways of identifying the chronic job stressors and what are the various options that we could do to get rid of them, modify them, make them less intense in terms of negative outcome? There’s a lot of ways of doing it. We have a lot of examples throughout the book in the six areas, saying, “Here’s what different kinds of places did and tried to improve the match there.”

And one of them involved fairness which, when we did an assessment, this was an organization that had about 800 people, and it wasn’t workload, it wasn’t reward. To the surprise of the C-suite, it was fairness, and they’re saying, “What do you mean? People think we’re unfair?” And they were looking and asking people, “What’s the problem?” They found one thing that everybody hated, really hated, and that was the distinguished service award that got you an extra little bonus check. And it was kind of like, “Wait. Money and it’s unfair?” It was unfair because people said, “The wrong people get that award.”

Pete Mockaitis
Oh, okay.

Christina Maslach
“They haven’t done anything special.” They didn’t get a promotion so they went to their supervisor, and said, “Can you help me out?” “Okay, I’ll give you the award instead.” Or, went to the leader of a team, and the team members who actually did all the work of the special thing don’t get anything, just the leader. I mean, there were like 50 reasons why the award was considered so unfair. People hated it, didn’t want anybody to know that they might be nominated for it.

So, once that was kind of we presented the results of it, and said, “This is what you guys said,” they put together a group, a taskforce with people from different levels of employees in different units to work on it and come up with a better solution. The first thing was to point to the CEO, and say, “Fix it,” and he said, “I didn’t know we had a problem. You better help me figure out what to do.”

And it was not easy at first, there’s all different kinds of things you have to consider and come up with, but they came up finally with a proposal for how to do…how to really recognize people who’ve done something really special, and it was voted on and put in. And when we went back a year later to do some follow-up interviews, because we were following people over time, that fairness issue had dropped out, because people said, “Okay, now we’re doing it right.”

And also saying in the interviews, “And if we could fix that, guess what else we could fix?” It built hope, optimism, “Hey, we could actually think of ways of making our working life better by identifying the problems and doing something about it.”

Pete Mockaitis
That’s beautiful. That’s beautiful. Well, that’s really counterintuitive and good to know that your intentions might be nice but, in practice, things can get abused, such that that recognition harms more than helps.

Christina Maslach
Yeah. And fairness, if you think about it, it’s a really important core psychological need, social psychological need that we all have, everybody, human beings. We want to be treated fairly in life. We wanted to be treated fairly in court, for example, legal system. Even if we end up not winning a case, let’s say, in the legal system, if we feel we’ve been treated fairly then we’ll be okay with it.

Or, for example, just to take it back to a small example from my own career. I teach a lot of students in classes, and sometimes a student will soon come in, and say, “Oh, I think I got an unfair grade on the test, or on the paper, and I think I need more points.” And I’ll set up a process, and other people do too, “We’ll get somebody else to do a new grading not knowing what the original one was, and whatever that second grade is, it could be better, it could also be worse. And you can lay out what you think entitles you to a better grade on that.”

And then you let them know, “Here’s what a second independent person said,” it could be me, the teacher, as opposed to my teaching assistant, and then it’s kind of like, “Oh, okay. Got it.” “This is why you didn’t get the full thing here,” or, “Yes, we should’ve given you more recognition of what you did.” But the fairness of the process is critical, that it’s not being biased, that it’s not being slanted in different ways towards some people and not towards others and that kind of thing.

So, the kind of fit that we’re talking about here is a more psychological fit with these core needs, like fairness, belongingness, psychological safety, much like we have always been for many, many years. We’ve always been concerned about the fit physically between the body, the human body, and the chair you sit in, or the computer station. And we’ve redesigned those so that you don’t blow out your fingers and wrists with carpal tunnel syndrome.

So, it’s like recognizing that the human body functions best if supported in certain ways, and how do we change the environment to better fit and support the body doing whatever the work is. What we’re finding is the same principle exists when what are the things that make people feel competent, and getting better at their job, and feeling like they’re a part of a good team, and being treated fairly. And those matter a lot.

Pete Mockaitis
Okay. So much good stuff. Thank you. So, I’m curious, if one finds one’s self burnt out, what do you recommend the very first steps, one, two, three, about where to go from there?

Christina Maslach
Well, I think one of the first steps is to realize that you may not be alone. There may be other people who are having similar issues or problems or whatever. So, part of it is to find out a little bit more about, “Do other people share some of these responses to these chronic job stressors?” If you’re the only one, then it may suggest to you, “This is not the place for me. I better go somewhere else.”

But if there are other people who are also, it doesn’t have to be burned out, necessarily, but are also struggling with the same, “Ahh, we don’t have the things we need to do the job well,” then it’s a way to sort of shift from me to we, and say, “How can we do this better?” People often ask, “Do I have to go to my supervisor or manager and say I’m burned out, and can you accommodate me in some way?” And I’m saying, “No, because I think that’s just going to make it more your problem and stigmatize you. That’s not the way to go.”

But if we could say, “How do we put in a process for our unit, our team,” or whatever the sort of reasonable grouping is here, “to handle some of the problems we’re all feeling about an unfair procedure? How could we make it better?” That’s a different question than, “What’s wrong with you?” or, “What’s wrong with me?”

So, having a little bit more of a social power somehow, or to ask that as part of the regular meetings we have, “Do we have something where we can kind of periodically check in, like having an organizational checkup instead of a medical checkup? How are we doing? Are there any signs of problems coming along? The world is changing, do we need to actually rethink the jobs a little bit because we’re not quite on?”

So, having a focus on, “How do we make it better?” actually allows for more thoughtful action and collaboration and customization to actually improve the job conditions. And that’s ultimately what will prevent burnout rather than just helping people cope with it, because coping doesn’t usually change the sources of the problem.

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

Christina Maslach
I think just to sort of re-emphasize the point that burnout is as much about the job conditions, the social environmental conditions as it is about the people who are in those conditions doing the job, and we have to look at both. Getting a better match, a better fit can involve changes, redesign, thinking new things on both the person side and the job side. And, particularly, if it’s things that are affecting more people, a lot of people, it’s important to look at that.

What we have seen recently in, say, Gallup polls, both for this country and for globally, is that the vast majority of workers say they are not engaged with their job. It used to be about, oh, about 30%. Only 30%. I always used to wonder about the other 70. Now it’s dropping down to 20%, globally, people are not engaged. So, it’s like you don’t have to focus on the extreme opposite engagement of burnout. People all along the middle of that continuum are also not so happy with their work.

So, the idea of, “How do we make the job better? How do we evolve?” We didn’t see COVID coming maybe but we had to adjust to that. But in five years, the world probably is going to be different from what it is now. We’re still going to have to adjust and figure out, “What do we not need to do? What could we do differently? What is the most important stuff? And what are things that…? How do we just kind of rethink this job and not just keep doing it the same way it’s always been done?”

Pete Mockaitis
Okay. Beautiful. Thank you. Well, now could you share a favorite quote, something you find inspiring?

Christina Maslach
I think one of the things that has always been important for me is something that I think I learned being raised in a Quaker tradition, and it was not what my parents had been raised as but it was something that they chose at that time. And one of the things about that is that the sort of the general beliefs about other human beings are the assumption that there is always some good in everyone, and your job is to look for it and make sure, whatever you can do to help it blossom even more.

And so, rather than just sort of saying, “Oh, these people are not good. They can’t do the job. They’ve got a problem, dah, dah, dah,” saying, “Wait a minute. There could be ways in which they could be really valuable assets,” and you invested in them and hired them. And, “How do we make what they’ve got to bring, come out and really make a good contribution on that?” And it may be different in different kind of cases but I think that basic philosophy of always looking for what’s good in people is something that has always been a part of my research and teaching.

And so, it’s like, “How do I, if I learned something, if I found out about something, how do we pass it on and make it usable so that things can get a little bit better?”

Pete Mockaitis
Okay. And could you share a particularly favorite study or experiment or bit of research?

Christina Maslach
I think of, in my own work, some of the interviews that I’ve done with people that have really just completely changed what I understood and thought about the kind of work that they do.

And I had one person who, when he saw…he was a practicing psychologist in a mental health clinic in the Midwest, and he read the article I wrote in ’76, the first article in the human behavior, as I said that somehow was generating all kinds of attention. He wrote me a letter that was one of the most beautiful letters and completely grasped everything about burnout that I could ever imagine, way better than I could even think of with all the data and stuff like that.

And he just kind of put it all in these beautiful amazing words, which I have then quoted in my books and everything since then. And one day, there was a knock on my door, and it turned out it was this man who had moved out to the West Coast, had decided to get his PhD, he had a Master’s but he was going to get a PhD, and go into practice, and he has become an expert on treating people and helping people deal with burnout issues.

And not only has he become a lifelong friend, he is a musician, and we share jazz music. He has concerts and all those kinds of things. And he is someone who had been at the darkest point of burnout and ended up having a life that was really great, overcame all these things, and was able to make a good life and to help other people better understand what they could do about it.

So, knowing those kinds of stories, what’s possible, it’s just really…that kind of thing really has given us a much better understanding of what burnout is all about.

Pete Mockaitis
Okay. And a favorite book?

Christina Maslach
When I was young, my friends and I became enamored of Nancy Drew Mystery Stories, and it’s been interesting because it’s always been there’s something happening, and there’s clues, and you’re trying to figure out what it is, and can you come up with a solution, and come out with an answer that might prevent bad things from happening.

The other thing I would say is that, again as a young child, somebody gave me a children’s book of archaeology, and I fell in love with archaeology. And, again, you’re looking for clues, you’re trying to understand how people lived in earlier years in different places. And I discovered later on in life that Sigmund Freud was a great admirer of archaeology, so I thought, “Oh, okay, this is good.”

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

Christina Maslach
Well, I don’t think of it as a tool but I think of it as a critical thing for what I do, and that is getting at least one other pair of eyes on what I’ve written. We haven’t got a tool yet that really quite does it, but it’s like a really good editor, a colleague, somebody with a different point of view, who kind of looks at your writing, and says, “Have you thought about this? Why don’t you say it this way? I don’t understand that example.” And then talking with them about how they’re seeing it, and what I said, and what I’m trying to do, and maybe it’s not coming across clearly and stuff.

So, I just find that kind of interpersonal sharing of work, and having different people weigh in on, and giving me feedback is probably the most important thing that I’ve had in the work over the years.

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

Christina Maslach
I would point them to my website at the University of California Berkeley in the psychology department. And there is a listing there, I’m now an emerita professor, which means that I’m retired but I’m still actively involved. And so, that would be the psychology department at UC Berkeley. Also, I would recommend the Healthy Workplace Center at UC Berkeley.

I’m a researcher affiliated with that, and I’ve learned a lot more about the workplace because, in that center, Interdisciplinary Center, I get to talk to architects, and designers, and economists, and all kinds of other people who each have a different kind of perspective and point of view and contribution to make to what the workplaces look like, and how they function, and how they go about doing the kind of work that they do.

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

Christina Maslach
I would say that the challenge is really to see this as a continuing process of, “How do we get better at supporting people doing the kind of work that our society needs?” And I think this is a particularly important challenge now because I’m hearing about all kinds of people who are leaving jobs. They are not going back into nursing or being physicians. They are not going back to teaching.

We need teachers, we need doctors and nurses, in terms of our health and wellbeing.

So, the challenge of designing a better workplace is the answer to burnout rather than trying to figure out what’s wrong with people who get too stressed and burned out by the job. There’s a larger lesson of, “How do we…” how can I say this, “…get the best return on the investment that we make in people and their contributions to all of our society?” And that means really focusing on the environment and the job conditions in that situation as well as on the training and the feedback and stuff as well for the individual employees.

Pete Mockaitis
All right. Well, Christina, thank you. This has been a treat. I wish you much luck and fun and very little burnout.

Christina Maslach
Thank you. I wish the very same to you and everybody else. That’s a great way to end.

831: How to Manage Multiple Projects without the Overwhelm with Elizabeth Harrin

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Elizabeth Harrin lays out the five critical steps to making the management of multiple projects more manageable.

You’ll Learn:

  1. The easiest way to make managing multiple projects manageable
  2. How to ensure follow through when you’re not the manager
  3. How to strike the right balance between time, cost, and quality

About Elizabeth

Elizabeth Harrin teaches people how to juggle multiple projects so they can meet stakeholders’ expectations without working extra hours. She is a project management practitioner, trainer, mentor and founder of RebelsGuideToPM.com. 

An author of seven project management books, Elizabeth prides herself on her straight-talking, real-world advice for project managers. She uses her twenty years’ experience doing the job to help people deliver better quality results whilst ditching the burnout through her community membership programme, Project Management Rebels.

Resources Mentioned

Elizabeth Harrin Interview Transcript

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

Elizabeth Harrin
Hello. Thank you for having me on the show.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom but, first, I think we need to hear a little bit about your ritual involving the song “Firework.” What’s the story here? 

Elizabeth Harrin
Well, when I go live on a video or something like that, I feel like I need to get into the zone. And having that break between just doing my emails or whatever I was doing before, and focusing on showing up and being present in the moment, I do that with music. So, I play a song and I just got stuck on Katy Perry’s, so I play that to get into the right frame of mind before going live and talking to people.

Pete Mockaitis
Well, “Firework” is actually a really fun tune, and I love the metaphor at the beginning, like, “Do you ever feel like a plastic bag?”

Elizabeth Harrin
Absolutely. Drifting around, isn’t that what every project manager feels like at the beginning of a new piece of work, and you have got no idea what you’re supposed to be doing?

Pete Mockaitis
Oh, Elizabeth, you’re a master of the segue and tying it together. All right. Well, I want to hear a little bit about Managing Multiple Projects. You’ve written the book on it. Could you kick us off with a particularly surprising or counterintuitive or extra-fascinating discovery you’ve made when it comes to managing multiple projects?

Elizabeth Harrin
I think one of the things that surprised me was I did a survey to get some numbers, a bit of research for the book, and most people are managing between two and five projects, and that doesn’t sound like very many, but having to constantly switch between work does create that overhead, and workload is the biggest cause of burnout. So, if you can’t manage that workload effectively and switch between all things you’re juggling, it can be really quite difficult.

And the most surprising thing for me about that survey, and the results I got back when I was interviewing people for the book, was how sad it is that people are feeling so unhappy about the work that they do. And the verbatim comments were, just shocked me that people show up to work, they want to do the best that they can, and they’re not in environments where they can do that.

And I felt that that was something that we need to change in the world because we all need to be happy at work. We spend so much time there, it’s not worth doing things that we don’t enjoy.

Pete Mockaitis
Well, Elizabeth, that is powerful, and thank you for sharing that. That really does connect emotionally in terms of overwhelm, burnout, sadness. When you say verbatim comments, are there a couple that have lodged into your brain and haunt you, that you could share to tee up just what we might be able to escape here?

Elizabeth Harrin
There was a comment from a woman called Kimberly, and she wrote, “I work in a fast-food project management environment that expects a sit-down service.” And I thought, “Don’t we all?” So many people must feel that they’re in environments where you want to do the best quality work you can, and actually it’s got to be a quick turnaround. There has to be speed and shortcuts, and we have to apply all these hacks just to get through the day because we don’t have the time to focus on the people that matter and the work that matters.

And so, that analogy about feeling like you’re in a fast-food environment but all your customers and the work that you want to be able to deliver, you won’t be able to provide this five-star dining service. Does that make sense?

Pete Mockaitis
Absolutely. And it’s really funny, and I have felt both of those work desires. Sometimes it is a blast to just shred through a lot of stuff at medium quality and high speed, and just enjoy the thrill ride, like, “Woohoo! Look at all these things checked off and out the door. That’s really cool.” And other times, you really do want to be, I don’t know, sort of like an artisanal, craftsmanship, bespoke, excellence, maximum beauty, maximum quality, and what’s challenging is often you don’t get to choose.

Elizabeth Harrin
Exactly.

Pete Mockaitis
“That might be your mood but what’s required is this.” And if they require both speed and excellence at the same time, yeah, that’s a tricky one.

Elizabeth Harrin
It’s a tricky one, and people end up working longer hours. That was certainly my experience when I went back to work after maternity leave and was in this situation where I was managing multiple projects myself. My choices were do things less good, to a less quality standard, or work longer hours. And neither of them really appealed to me in terms of wanting to be the best professional that I could be and do good things in my career. So, I had to start rethinking what work meant and how I could work more productively because the tools I had only gave me those two choices, and that wasn’t good enough.

Pete Mockaitis
Well, that’s powerful and it sounds like some of your thoughts made it into your book, Managing Multiple Projects: How Project Managers Can Balance Priorities, Manage Expectations and Increase Productivity. If you could give us the key thesis or big idea behind the book, what is it?

Elizabeth Harrin
I’ve put together a five-part model that helps people break down their work, structure it differently, and then keep all their balls in the air. Although, the thing I would say is that no book will ever tell you there’s a one-size solution that will fit every need, so it’s written very much from a perspective of, “Here’s a ton of different tools and techniques that you could try. Test them out in your work environment. Find what fits your working style,” because everyone is different, aren’t they? And everyone’s work environment is different. But, broadly, with a few tweaks, hopefully, you can make the work a little bit more manageable.

Pete Mockaitis
Well, that sounds exciting. Could you share with us a case study or a particularly inspiring story example of someone who was able to upgrade their managing multiple projects game to see great results?

Elizabeth Harrin
Yes, I can. I do a lot of mentoring as well, so a lot of the people I talk to will pick and choose a couple of different things to apply. I can give you my own example and then I can share some examples from other people. The thing that made the biggest difference for me is the first of those five steps, which is working out what’s in your personal portfolio. So, what was the totality of my workload? Because I had three or four projects that I was managing, but also, I was mentoring my colleagues, I was organizing events at work, I was having to turn up and deputize for my manager at different meetings.

And all the other things, they never really make it into your mental to-do list because they’re the stuff you jot down on a Post It note and you never find the time, really, to put those on a project schedule or anything. They’re just expectations. So, when I had a complete picture of all the things I was responsible for, I then got a big shock about how many hours that actually equated to within a week, and being able to then have an intelligent conversation with my manager, and also to plan my own time, it became a lot easier because I had full visibility.

And I think that’s something that I know from teaching about managing multiple projects, that other people have take away as well, just that realization of all the extra things that we’re expected to do, whether it’s time sheets, or finance reporting, or organizing a party for the end of the year celebrations, whatever it is, all of those things take time away from us being able to deliver the main part of our job, the projects that we’re working on.

Pete Mockaitis
Absolutely. And I’m thinking about mandatory trainings, I’m thinking about the sort of meetings, I’m thinking about email. Email is tricky because, on the one hand, are these emails about your projects. Well, then I guess, in a way, that time might get counted. Or, are the emails about everything else from the CFO and the CEO and this and that cross-functional group here and there.

Elizabeth Harrin
Yes, team meetings, briefing your colleagues, all that kind of stuff. So, that personal portfolio step was really helpful for me. And one of the other things that I talk about in the book is dependency management. So, how do you work out how your work interacts with other people’s work, and how each of your projects interact with each other?

And I can tell you about Robert, who told me that once he’d planned out those different dependencies between his workload, he felt that he already knew that in his head. But having plotted it out and writing it down in a matrix, he could then use that as a communication tool to help other people in the department understand how their work impacted other people.

And that was valuable then because he could use that to help people talk about, “When does their work need to be done? What’s going to happen if it’s late? This is the implications for these people or this team or that project.” And they could talk about how they could help each other, make sure all of those expectations were met.

Pete Mockaitis
Oh, lovely. That is handy. And so, just like a snazzy chart graph, flowchart, bit of graphical loveliness?

Elizabeth Harrin
You could do it that way. I just wrote it in a spreadsheet. I’m very good at simple things. So, the spreadsheet is a list of all my projects, a list of all my other responsibilities, a list of the way that my work interacts with other people’s work. The way that we did the dependency matrix was we had a list of projects down the side, and then a list of the same projects across the top.

And where they met, we could say, “Well, does this project have anything to do with that? Does this piece of work have anything to do with that team?” And you could sort of write in the box, “Yes, we need to be aware of this,” or, “Yes, we have to do that before this one.”

Pete Mockaitis
Beautiful. Okay. Well, those are handy right off the bat. And could you share, when it comes to managing multiple projects, there are many books and works and tools and trainings on project management, and your corner of the project management universe, managing multiple projects, is distinctive. Can you share with us, what are some of the key differences, distinctions about the game when you’re managing multiple projects versus one super project?

Elizabeth Harrin
I think the biggest challenge for me is having different stakeholders, more stakeholders. If you’re managing a big gigantic project and it’s taking up all of your workload, then you’ve probably got quite good relationships with the people that you work with because you’re with them every day, working with them every day. The team might be large, and I’m not saying there’s not a lot of people and relationships to manage, but there’s one common goal that you’re all working towards, which is delivering the project, and you’ve probably got experience of working with them on a regular basis.

Now, let’s say you’re managing four projects. That’s four potentially quite separate, different teams, each of who want a piece of you at some point in the week, and you’ve got to switch between managing their expectations about how important their work is because not all projects are the same level of importance. Someone has to work on the stuff that’s low importance. And it might be that someone wants more of your time than you can actually give because you’ve got other things to do in your week as well.

So, I think those relationships are probably the hardest thing and the most different thing about managing multiple strands of work rather than just managing one. And that could be managing four different clients. If you’re in a client-facing role, maybe you’ve got four different clients, maybe you’ve got four different internal projects but, ultimately, the more people you have to work with, the harder, I think, the job becomes.

Pete Mockaitis
Okay. Well, then, now could you share with us, you mentioned at the very beginning that burnout, sadness, overwhelm stuff, do you have any strategies, specifically, that are targeted toward the internal game, our emotional landscape?

Elizabeth Harrin
I would say having boundaries is probably the most important thing because often, when people give us work to do, there is the expectation that we have the time to do it. And because we are good employees, and we don’t want to rock the boat, we say, “Yes, of course, I can take on that extra piece of work. When would you like it done by?”

And I think having mental boundaries around, “How do you accept new pieces of work when it’s within your gift to be able to do that?” Are you going to make the point about saying, “Well, I can do this but it will mean I’ll have to stop doing something else. I can do this but not by tomorrow because I’m working on something else. I can get it to you by Friday. Is that okay?”

And having that kind of sense of protecting your own time and your own mental health so that you’re not saying, “Yes, I can do everything, of course. Just lay it on me, and I’m just going to stay up till midnight and be at my keyboard all night.” By being aware of what your own limitations are and how many hours you’ve got available, what else you’ve got going on, planning out the next couple of weeks, you can start to think about, “If I say yes to this, and I have to because my boss is asking,” let’s be honest, you haven’t really got a lot of choice, “How can I make this fit? Whatever help do I need? How can I have that conversation?” And I tend to default to the, “I can do this, and this is when I can get it to you.”

There’s another tool that I can share, if you like.

Pete Mockaitis
Yes, please do.

Elizabeth Harrin
One of the things that has helped me has been the two-week look ahead. So, I will take a point in the week where I’ll look at what’s coming up in the next fortnight with the team, to say, “Okay, what do we know about the next two weeks? Who’s got holiday? When have we got big meetings that we need to prepare for? What deadlines do we have?” and then nothing really surprises you, or you’ve built in a little bit of time to be aware of the things that are coming up, so if you do get a surprise, it doesn’t throw your whole schedule off because you’ve already built in some resilience for what you know is coming up.

That’s been really helpful for me because it also means that I can look ahead in terms of just how busy I’m going to be. So, you talked about protecting yourself and being mentally ready to be busy and juggle all these things. If I know I’ve got another week coming up in the future and it’s very busy, lots of big meetings, high stress, I can prepare for that because I can make sure that I’ve got things for the children’s lunchboxes in the freezer, I can make sure I’ve got childcare organized, I can make sure I’m not booking any late-night social events for me that week.

Or, if I am, I’m planning the next morning so that that’s easy. And so, I’m trying to holistically look at work is coming up and what that affects me, how that affects me personally so that I can be more prepared to show up ready to work.

Pete Mockaitis
That’s lovely. Okay. Well, let’s dig into your five key concepts. They each start with P, which is handy to remember: portfolio, plan, people, productivity, positioning. We’ve already gotten a couple tidbits for each. Could you perhaps give us a quick definition or articulation of the concepts, and then perhaps a top do and don’t within each of the five?

Elizabeth Harrin
Okay. With portfolio, I talk about having full visibility of the work that you’ve got on the go at the moment and the things that you’re responsible for. So, my top tip for that is just to take an hour, perhaps even less, and just look through whatever notetaking tool you use or your notebook or the notes you’ve got on your phone, and try and write down everything that you are currently working on, looking at how much time does that need to take per week.

And I know working out hours is very difficult, so what you might want to do is just think, “It’s a big thing, a medium thing, a small thing. That’s good enough for this exercise.” And then that’s the portfolio piece done. It gives you a good sense of what’s going on. The thing not to do is to keep that information to yourself. Use that as a talking point tool with your manager and with your team to say, “Look at all these things I’ve got on the go. Can you help me prioritize so that I’m focusing more of my time on the things that really matter to the organization?”

The plan step is about scheduling, working out when you’re available to do things, and the tip I have for that is to look at all the different projects you’re working on, and then look at where they’ve got their big milestones, when are they going live, or when do you have a big meeting about them, and then plot those on – again, I did it on a spreadsheet – because then you can start to see, “Oh, project number one and project number four have very similar schedules.”

“Maybe we could work on them together and maybe there are some benefits in looking at how we can streamline and combine the work, if it makes sense to do so, so that we’re not doing everything twice.” With that you’re going to need help from other people. So, again, the tip not to do is to try and do that alone. Other people will have a different insight about what’s important and what’s coming up on a project schedule, so it’s worth involving the rest of the team in your planning.

The people element of the model is all around working with others, as you guess from the name, and that is to do with thinking through how you use other people’s time. So, my suggestion there, if I have to give you one thing, would be to look at where you can combine meetings. And I can tell you about a time I did not do this.

I went along to a meeting with my project sponsor, my main manager I was working with on that piece of work, and I was all ready to talk about one project, but he was also involved in another project, and he asked me questions about that one and I wasn’t ready to talk about that, I didn’t have any of my notes, so I baffled, made episode, went along, and got through it. But it made me think, actually, other people are working on multiple things, too.

And to them, they might have multiple things they want to ask you about, so let’s try and combine the communication so that we’re only contacting people once rather than contacting them multiple time about each different thing that you’re involved with because you then help them manage their time as well.

With productivity, which is the fourth P, it’s really around managing your own time, thinking through what works for you, what productivity tools and techniques you want to use, and how you can help other people in your team be productive as well. The thing not to do with that is to get sucked into the latest shiny tool or what’s working for your colleagues because, in my experience, everybody has quite different ways of working to the best of their ability.

For me, I’m very much a pen-and-paper person. I do use electronic tools for project scheduling and task management and all that, but I always have pen and paper as well. Whereas, I know people who would never write anything down. So, you need to find out what works best for you and then use that in the way that you work.

Positioning is the last P. It’s also the one that’s the most convoluted because I kind of have to find the P that fit it, but it’s more around, “How do you set yourself up for success? So, what does the environment look like?” So, this is all around checklists and templates and processes, and what can you change in your environment to make life easier for future you.

So, one very simple thing to do would be to think through, “What do I do on a regular basis? How much time do I spend thinking about that? Would it be easier if I just had a checklist or a work construction or something like that? Then, if I’m not here, someone else can do it, but, equally, when I need to do it, I can make sure I just wheeze through it. I don’t have to worry about any of those steps.”

And I wonder if this is part of me getting older, but I used to be able to hold a list of things in my head. Now, I struggle more to think about the different steps involved in every process and making sure that nothing gets forgotten. So, anything that can be written down and templated just saves you time in the future.

Pete Mockaitis
And when it comes to the holding in the head, I’ve really noticed that. It’s a little bit of a stressor in terms of, I guess, maybe the psychologists would call it our working memory capacity. That might not be right construct but something like that in terms of there are so many things we can put there, and then when we try to push it for more, I actually feel sort of stress signals popping up.

And so, what I find interesting is if there is a task that is already somewhat stressful, or I’d be prone to procrastinate on because I’m worried I might screw something up or overlook something, make a mistake, or it’s just unpleasant for any number of reasons, having that checklist in place is very satisfying because it’s like I can free up all the potential stress associated with thinking and remembering the steps because they’re just there, and I can feel a little bit of fun momentum associated with, “Okay, I checked this piece of a checklist. It only took 30 seconds but I did it, and it’s checked. And now momentum is there visibly on the page before my eyes.”

Elizabeth Harrin
Exactly. Who doesn’t love ticking a box on a spreadsheet, right, to say it’s done, cross off that task on your to-do list? Project managers love that kind of stuff. And it’s exactly true, and it gives you a better-quality result because you’re not going to forget things. You’re going to go through a set of steps. And, honestly, the first time I did it, my checklist was a bit rubbish, and as I went through the actual task, I went, “All right, I have to do that as well. Oh, I’ve forgotten to involve that person.” So, you just add it on and it becomes checklist version 2.0, and you keep improving and iterating as you go. But the next time you have to do that, you don’t have to think so hard.

Pete Mockaitis
Beautiful. Okay. Well, now just a couple follow-up questions across some of these five Ps. I’ve had the experience, and apparently there are some psychological truths or principles that suggest that we humans have a real hard time, in fact, estimating how long something is going to take. Is that your experience? And what can be done about this challenge?

Elizabeth Harrin
Yes, that’s very much my experience. It’s really hard to estimate. And a lot of what we do is knowledge work where we’re thinking of things or changing something, and we probably haven’t done that before, so you don’t even have past projects where you can go back and say, “When we did it the last time, it took us this long, so, therefore, we can just use those estimates.”

Sometimes that’s because organizations don’t really capture the data in a format we can go back and use again but, also, it’s because people suffer from optimism bias. And when we think, “Oh, yeah, we can do that in four hours,” meanwhile forgetting about the fact that we all need toilet breaks in the day, and to take calls, and to check our emails, and to turn up and do other things.

So, my suggestion for people who are struggling with estimating is to think about how many hours you’ve got in the day, and then to schedule yourself and other people in your team, or have conversations with other people about what’s realistic for them to do, but only think of yourself as available 80% of your time because that then gives you time for those team meetings, the mandatory training we talked about earlier, and taking phone calls on things that are completely unrelated but still relevant to your job, and then you’ve got a bit of a buffer in your day.

The other big challenge with estimating is that people often approach estimating, thinking that they’re only doing this one thing, whereas, in real life, we’re probably juggling multiple different strands of activity or many projects, and switching between projects also cause us some time. So, time blocking has helped me.

Blocking out some time, a few hours to work on a particular thing, or an afternoon to do a particular type of task, and talking to our colleagues about best ways to get things done, what productivity techniques work for them, how do they organize their time, when have they got holidays coming up that they might need to do more things beforehand to hand over, and that might make them less available for your project because they’re supporting something else is just a lot about talking.

And I think contingency as well. Do you think that would be useful?

Pete Mockaitis
Yeah.

Elizabeth Harrin
Yeah, contingency is a buffer time. People often ask me, “But how much contingency should I add to this estimate?” or, “I think this task is going to take five days, but what’s reasonable contingency?” And I tend to, “Contingency should be something that’s based on uncertainty.” So, if you’re not really sure and you’re just guessing, you want to slack on a bit of extra time. Quite a lot probably if you just don’t have the information to make an accurate guess at the moment. But if you’ve done the work before, or you’re quite confident in how long things are going to take, you could probably get away without adding a lot less extra time.

Pete Mockaitis
I hear you. That makes sense in terms of the variable driving whether you want to add more or less contingency is uncertainty because we just don’t know, so let’s play it safe by having some more in a high-uncertainty zone. So, let’s say that the uncertainty is small, you’ve done it before, but it’s a little different. Do you have a go-to percentage that you utilize?

Elizabeth Harrin
I like 10%, I would add 10% extra on. There are lots of estimating models, so if your organization is quite mature in the way that they approach time tracking and estimating, then there’s a lot better ways to do it than just to add on 10%. But if you are just working on something yourself without an awful lot of other guidance from a project management office or anything like that, then give yourself a bit of a buffer, and 10% seems to cover most scenarios.

Pete Mockaitis
Okay. And when it comes to the people side of things, when you’re in the tricky position of having to lead without the authority, like you own the project but you don’t own the employees, you have to do the stuff to make that proceed, it could be a tricky spot to be in. Do you have any top tips beyond being considerate in leveraging their time, of being extra influential, persuasive, to have people to say yes, and, in fact, follow through with their stuff?

Elizabeth Harrin
In my experience, I think it helps to tell people…well, to not tell people, to invite people to participate and explain the reasons behind why their participation is valuable. People like to do things because there’s a reason behind, not just because they’d been asked. So, the great thing about projects is that often there’s a change or a benefit that’s coming at the end of the work. Projects sometimes have bad outcomes, like, “We’re closing down an office, so we’re making your department redundant,” or something like that.

But, often, we’re trying to do something that will be beneficial for the organization and bring about something that’s good. So, if you can tie their contribution into the vision, or the bigger picture of why we’re doing the work in the first place, they can draw those lines and make the connection between how their contribution matters. That can be quite a powerful way of helping people to feel motivated about doing the work in the first place.

The other thing that works is allowing them to set their own deadlines. So, if you go to somebody, and say, “I need this by Tuesday,” their instant reaction might be, “Oh, I can’t do that. You can’t tell me what to do.” Whereas, if you can say, “We need this piece of work done, and your boss has suggested that you’re the right person to do it. How do you think…how much time do you think this might take?”

Obviously, this is not a conversation you’d have in three sentences, but you’d sit with them and explain what the requirements are and help them see the bigger picture of the project as well. And people can then say, “Well, if I need to involve this person and do this and work with that, then I think I could probably get that done by a week on Tuesday.” And that’s the date that goes in your project plan.

One of the biggest mistakes that people make when they’re trying to do projects is they make up all the deadlines themselves. In fact, I’ve sat in a room with senior managers, and they’ve drawn out a project plan on a whiteboard, and said, “Right, that’s what we’re going to do.” And I thought, “But none of the people who are actually doing the thing are in the room.”

Pete Mockaitis
Yeah, “You don’t know what it takes.”

Elizabeth Harrin
“You just don’t know. Why are you making this stuff up?” And then, of course, you just caused delays later because you’ve set expectations that are unmanageable. So, using other people’s expertise, and tapping into what they know, and trusting them to suggest the right timeframes can help. And I feel I’ve gone off the question now. Did I answer the question?

Pete Mockaitis
Well, no, it’s all juicy stuff in terms of you cast the vision for, “Okay, this is how things can be better when the project is done and how you’re contributing to that.” But the deadline-setting stuff, I think, is handy in terms of thinking like there might be a date by which it’s extra valuable to have this done, like, before the tradeshow, or the big meeting, or the big conference. So, that’s, I guess, would be nice to have it done, and executives can determine that.

However, I’m thinking about this is maybe the first project management lesson I learned I thought that was really useful – was it the triangle? You can probably describe it better, Elizabeth, than I can. What’s the time management or the project management triangle?

Elizabeth Harrin
We talk about the iron triangle, the triangle of constraints, of balancing time, cost, and quality. Although, the thought process behind that has moved on a bit now, and we don’t just use time, cost, and quality as a measure of success. But in terms of talking to your stakeholders, your colleagues, and your project sponsor, and your boss, it is really helpful because you can say, “Well, I can deliver to this level of quality, and it will cost this much and take this long.”

And then they could say, “But I want it faster. I can’t spend that much money. I want it cheaper.” And then you can adjust the corners of the triangle, and say, “Well, if we want it cheaper, it will have to be less quality, or maybe it will take longer because we’ll use cheaper resources to do it. Or, if you want it to take less time, it’ll probably cost more because we’ll throw more resources at it. We might be able to maintain quality but we might have to take a few things out of the project scope and maybe add those in as a phase two later, but then we’ll hit the deadline.”

So, it’s about balancing all these different success criteria. And that’s a really helpful point that you’ve put out there because you need to know what people feel is important, and maybe it’s the deadline, maybe it’s, “Do what you need to do but get it done by the tradeshow.” I worked in healthcare, and I was on a project once, and people didn’t really care about when it got done. Well, that’s not true. They did care when it got done, but what was most important was that when it was delivered, it was good quality.

Elizabeth Harrin
And if that took a couple of extra weeks, then a couple of extra weeks didn’t really matter in the grand scheme of things. They just needed it to be good. So, some people will say the date is important. Some people will say, “You’ve got a ceiling on this much money that you can spend,” or, “This quality criteria has to be met,” or it might be something like sustainability, customer satisfaction, or some other kind of measure that they think is important. And if you know that, then you can make all of your decisions based around, “How do we get to that?”

Pete Mockaitis
Yeah, that is powerful to see what is the priority there. And when you say quality, I think my own synonym for quality is how much good stuff, in terms of we can have more…it’s almost two dimensions, like a scope thing in terms of how excellent is the thing and how many of the things are there. Like, if we’re doing a bunch of home renovations, it’s like, “Okay, you want 30 updates across the kitchen and the bathrooms and whatever. And so, we can sort of do fewer of those updates, or those updates could be chintzier, or we’re going to have to have more people working on it, contractors, etc. which will come with the paying for it, or we just take more time to do it.”

So, I think that has been handy for me as I think through stuff, and I get stressed out, like, “Uh-oh, how on earth….?” This feels bad to say but I guess it’s real and something has to give somewhere or else we will be those sad, burnt out, overwhelmed people, is that usually what I sacrifice is quality. It’s like, “All right, well, it’s going to be worse.” But because my quality expectations are usually so insane, we sent you a microphone, so I’m told that no one else does that, and I thought, “Oh, really? They probably should,” but whatever.

So, I’m able to back it up, it’s like, “Okay. Well, we’re just going to allow that, and it’s good enough for 98% of the people who are encountering this thing that I’m making, and I’m just going to have to take a breath and live with it, and that’s fine.”

Elizabeth Harrin
And that’s very much the case at work, isn’t it? There are some things that you absolutely have to get perfect. And if you’re a lawyer writing a contract, you can’t just go, “Oh, well, it’s 80% good enough.” Your client is not going to live with that. But if you’re drafting an internal document just for review to brief your colleagues on something, you know, I prefer not to send out things with typos, but if something did slip through, no one is going to die. It will be fine.

And if it means that you get it out the door at 5:00 o’clock, and you go home on time, and you have a life instead of sitting there stressing about every full stop, and staying at your keyboard till 7:00, because I guarantee that half the people who read that document won’t even notice whether a full stop is there or not. 

Pete Mockaitis
I really like what you said there about no one is going to die, and that is a perspective I’ve come to again and again, because it’s true. There are some things in healthcare, in transportation, in military, police, and other fields where it truly is life and death. The quality of your work will make that impact. And many other times in the land of spreadsheets and memos, it’s usually not.

And so, I find that quite comforting if I’m getting a little bit too worked up about something, is to recall that no one will die no matter how horrible an episode we produce, Elizabeth, although you’re doing great. So, that’s cool. Well, now tell me, Elizabeth, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Elizabeth Harrin
Something that you can do to start managing your multiple projects more effectively is to think about how you can group them into different buckets. So, if you do a couple of things for one client, or you’re leading on a couple of initiatives for one particular department, how can you bring those things together to streamline the communication, try and have meetings where you cover multiple things in one go instead of scheduling lots of meetings about the same thing?

So, looking for connections between the work you do can make it feel a lot less overwhelming. If you’ve got 15 things on the go, for example, that’s 15 things you have to think about. But if you can put them into buckets, and you’ve got five things in each bucket, then you’ve only got three things to think about, and it could be around the solution that you’re building, the person you’re doing it for, the type of technology that’s in use, the date it’s got to be finished by. It could be anything. But if you can group the work, I found in people I worked with have found that it relieves some of the overload because it gives you a way to think about things at the next level up.

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

Elizabeth Harrin
The quote that I have on my wall is from Francine Jay, and it says, “My goal is no longer to get more done, but rather to have less to do.”

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

Elizabeth Harrin
I like the copy machine study by Ellen Langer, which is about providing a reason for why we want people to take action. When people know there’s a reason, they’re more likely to do the action that we want. 

Pete Mockaitis
And how about a favorite book?

Elizabeth Harrin
If I was on an island, I’d be taking Les Miserables. I really love that book by Victor Hugo. If I was choosing a business book, I’d choose Emotional Intelligence for Project Managers by Anthony Mersino, which really changed the way that I look at our profession.

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

Elizabeth Harrin
I use a tool called Infinity for task management, and a Maltron keyboard to help me type more easily.

Pete Mockaitis
Okay. All right. That’s cool. And a favorite habit, something you do to be awesome at your job?

Elizabeth Harrin
I do Pilates once a week. I think I need to have that time just to be focused on me.

Pete Mockaitis
All right. And is there a key nugget you share that really seems to connect and resonate with readers and listeners, and they say, “Yes, Elizabeth, you’re so right when you said this”?

Elizabeth Harrin
Maybe communicate more than you think you have to.

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

Elizabeth Harrin
You can find me on LinkedIn and on all the normal social media channels. And you can find out more about project management at my blog, RebelsGuidetoPM.com.

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

Elizabeth Harrin
I would say to remember that it’s easier to ask for forgiveness than permission. So, if you want to just organize your work in a different way, just do it. Most managers want action and results, and they don’t really mind how you get there, as long as you get there.

Pete Mockaitis
All right. Elizabeth, thank you. This has been a treat. I wish you much luck with all your projects.

Elizabeth Harrin
Thank you for having me on the show.