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830: Lessons Learned from the World’s Longest Scientific Study on Happiness with Dr. Robert Waldinger

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Dr. Robert Waldinger breaks down key insights on happiness gathered from the Harvard Study of Adult Development.

You’ll Learn:

  1. The top stress regulator—and how to cultivate it in your life
  2. Two big happiness myths to debunk
  3. How to foster warm, authentic relationships with one question 

About Robert

Robert Waldinger is a professor of psychiatry at Harvard Medical School, director of the Harvard Study of Adult Development at Massachusetts General Hospital, and cofounder of the Lifespan Research Foundation. Dr. Waldinger received his AB from Harvard College and his MD from Harvard Medical School. He is a practicing psychiatrist and psychoanalyst, and he directs a psychotherapy teaching program for Harvard psychiatry residents.

He is also a Zen master (Roshi) and teaches meditation in New England and around the world. Robert is the co-author of the book The Good Life: Lessons From the World’s Longest Scientific Study on Happiness. 

Resources Mentioned

Robert Waldinger Interview Transcript

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

Robert Waldinger
I’m glad to be here. Thanks for having me.

Pete Mockaitis
Well, Bob, I’m so excited to hear about your wisdom from your research project, as well as you’re also a Zen master. How does one become a Zen master? What does that consist of?

Robert Waldinger
A lot of meditation and a lot of training. It was years and years of training in Zen.

Pete Mockaitis
And so, who bestows the title of Zen master? How does it…? I’m thinking, like, a chess grandmaster, like I know how that works. But how does one become an official Zen master?

Robert Waldinger
Well, there are no points involved.

Pete Mockaitis
Okay.

Robert Waldinger
Zen is essentially an apprenticeship, and so we end up studying with teachers. I studied with a teacher and, eventually, she gave me authorization to teach. It’s called Dharma transmission. And now I’m a fully transmitted Zen teacher, a Roshi is what it’s called.

Pete Mockaitis
Okay. Well, that’s just so fascinating. I took one class on Zen Buddhism in college, so that’s the extent of my background, but it was fascinating. I’m curious, any particular insights that you found.

Pete Mockaitis
That was transformational in a very practical sense in terms of, “Huh, I am more effective and happier because of this perspective or insight or discovery”?

Robert Waldinger
Probably the biggest insight for me has been that everything constantly changes. And, on the one hand, that may sound trivial but, on the other hand, when you really sit on a cushion hour after hour, and you watch all the things that come up in your mind and then pass away, times when you start to get furious, or are euphoric, and then in a moment it’s gone, it really helps you to notice that some of the things we think are so terrible and are always going to be that way, never stay around that long. Similarly, a lot of the joys pass away, and that it’s a helpful perspective to realize that everything comes and passes away.

Pete Mockaitis
That is powerful. And I heard someone once asked Daniel Kahneman something like, “What’s a huge insight everyone needs to understand?” And he said that, “Nothing is as important as we think it is while we’re thinking about it.” And I see a little overlap there, it’s like, “Whoa,” because when you think about something, it is the thing, like, “These drapes, that is absolutely mission critical,” for example, but, really, it doesn’t matter.

Robert Waldinger
Exactly. We have a saying “Don’t believe everything you think,” that one of the things you see when you meditate a lot is how the mind just makes up stories. We’re just constantly making up stories about the world. And we need to do that in a lot of ways to get through. Like, I had a story that I was going to come talk to you right now, and that’s helpful because it got me to get here for you and for us to have this conversation. But many of our stories are just completely out of touch with what’s real. And the more we can have perspective on that, the less we suffer and the less we make other people suffer.

Pete Mockaitis
That is powerful. We had a great conversation with Rene Rodriguez who talks about framing and storytelling, and it’s powerful to convey a message to somebody else but it also really shone a light on, “Whoa, we’re telling stories to ourselves as well all the time.” And the stories we choose and entertain and give airtime to in our brains really affect the way we see things and feel about things. And it’s powerful stuff.

Robert Waldinger
Absolutely.

Pete Mockaitis
All right, Bob. Well, we’re already starting deep, so I think that’s a good backdrop for talking about your latest book The Good Life: Lessons from the World’s Longest Scientific Study on Happiness. And I’m excited to chat about this because I’ve read a few articles about this study. Could you, first and foremost, orient us, what is this legendary study?

Robert Waldinger
It is the longest study of adult life that’s ever been done, the longest study of the same people as they go through their whole lives. So, starting with a group of teenagers in 1938, following them all the way through adulthood, into old age, almost all have passed away, and now we’re studying their kids, and their kids are mostly Baby Boomers. So, now, it’s been two generations, thousands of people.

Pete Mockaitis
And so, I understand that we have two populations; one, Harvard undergraduates, and, two, folks in a more disadvantaged community situation. Could you expand on that?

Robert Waldinger
Yes. In fact, there were two studies and that they didn’t even know about each other when they both started in 1938.

Pete Mockaitis
Oh, how convenient.

Robert Waldinger
Yeah.

Pete Mockaitis
Same year?

Robert Waldinger
One was started at the Harvard Student Health Service. It was a bunch of Harvard undergrads, sophomore, who were chosen by their deans because they seemed like fine upstanding young men, and it was to be a study of normal young adult development. So, of course, if you want to study normal adult development, you study all white men from Harvard, like it’s the most politically incorrect research sample you could possibly have.

But at that time, that’s what they chose. We’ve since expanded, brought in women. But then the other study, the other group was a group, as you said, of boys from Boston’s poorest neighborhoods. They were all middle schoolers at the time in 1938, and they were studied because they came from some of the most troubled families in the city of Boston.

And the question that the researchers had, also at Harvard, was, “Why is it that some kids who grew up in families that looked like they are destined to fail, grow up with two strikes against them, how do these kids stay out of trouble and stay on good developmental paths? What are the factors that foster resilience even in the face of so much disadvantage?”

And so, that was the question guiding the inner-city group study. And then, eventually, those two studies were brought together, and now these two groups and their children are studied together.
Pete Mockaitis
And so, can you give us a little bit of a summary statistics, if you will, in terms of “We’ve seen a number of outcomes”? And it looks like you have the luxury of attracting tons of different options associated with income and health and death. So, I’m curious, just how much of a difference does having that leg up with Harvard make in terms of wealth and health and whatnot?

Robert Waldinger
It makes a big difference in wealth, certainly. It makes a big difference in health, we think, because the Harvard men were more educated and they got the messages sooner that were coming out that smoking is really bad for you; alcoholism and drug abuse, really bad for you; exercise, hugely important; getting preventive healthcare, hugely important. So, they got those messages.

And what we found, actually, was that 25 of the inner-city men, 25 out of 425, actually went to college and finished college. And those men lived just as long and stayed just as healthy as the Harvard men, and we think it’s not because they had college diplomas. It’s because, first of all, they had the support growing up to get to college and stay in college, and because they had the education that they needed to keep in mind some of the things that were going to set them up for a good health as they went through life.

Pete Mockaitis
Intriguing. Well, so that’s one fascinating little nugget right there, and you got lots of them. So, Bob, I’m going to put it in your court, you’re going to be our master curator here. Could you share with us some of the most surprising, fascinating, actionable discoveries that have come about from this research?

Robert Waldinger
One great big one that, at first, we didn’t even believe, what we found was that the people who had the warmest closest connections with other people stayed healthy longer, they lived longer, and they were, of course, happier. So, relationships with other people were a huge predictor of health as well as happiness.

We didn’t even believe it because we thought, “Well, we know the mind and the body are connected, but how can having good relationships actually get into your body and change your physiology?” So, we’ve been studying that for the last 10 years as other groups have as well. And, as I said, we didn’t believe that at first, and then other research studies began to find the same thing.

And when different research studies all point in the same direction, that’s when you start to have more confidence in your research findings that it’s not by chance.

Pete Mockaitis
I remember reading an article, I guess that was your predecessor George Vaillant running the study, when interviewed, said that a key takeaway is, as he put it, “Love. Full stop. That’s what it’s about.” I think The Beatles and wisdom traditions have been sharing this message for quite a while, and now it bears out in a long-term study hardcore.

Robert Waldinger
Well, that’s what’s cool about this. Our clergy could tell us this, our grandparents could tell us this, for centuries back they’ve told us this, but the science now says, for those of us who are skeptics and want some data, the data really shows that warm connections with other people make a huge difference in our lives.

Pete Mockaitis
Well, let’s dig into this then, warm, close relationships. What’s constitutes warm? What’s constitutes close? And how do we get more of those going in our lives?

Robert Waldinger
Yeah. Well, first of all, let me say it doesn’t have to all be close, and we can talk about that later in terms of the different kinds of relationships. But what we’ve been finding is that everybody needs at least one person who has their back, and that’s not always the case. So, when our original guys were asked, “Who could you call in the middle of the night if you were sick or scared?”

Some people could list several people they could call. Some people couldn’t list anybody, not a soul on the planet. And some of those people who couldn’t list anybody were married. So, what we know is having that sense that there’s somebody there who will be there when you really need them, that that’s an essential component of wellbeing that it makes the world feel safer.

Pete Mockaitis
Yeah.

Robert Waldinger
And one of the things that we’re finding is that this seems to have a lot to do with good relationships helping us manage stress. If you think about it, life is full of stressors. You have young kids. I imagine you have stressors every day, like, “Oh, no, this is happening. Whoa!” And when I have something bad happen in my day, I can literally feel my body start to get revved up. I go into fight or flight mode. My heart rate goes up.

And that’s okay. We’re meant to respond that way when we have stressors. But then, when the stressors go in the body, it’s meant to come back to equilibrium. And what we find, if I have an upsetting day and I have somebody at home I can talk to, or someone I can call up, and they’re a good listener, I can literally feel my body calm down when I talk to them about my day.

What if you don’t have anybody in the world? What we think happens is that those people who are lonely or socially isolated stay in this chronic flight or fight mode. And what that means is they have higher levels of circulating stress hormones, they have higher levels of chronic inflammation, and that those things actually wear away your coronary arteries. They wear away your joints. They break down different body systems. And so, we think that what’s so valuable about relationships is that they are real stress regulators.

Pete Mockaitis
Someone once told me I listened for differences or disagreement, and so I think that makes total sense to me. I guess I’m thinking, in the hierarchy of stress regulators, I suppose there are any number of practices from deep breathing to mindfulness, to yoga, to exercise, to hobbies. Do we have a relative sense that are relationships sort of the ultimate stress buster? Or, is it comparable to, I don’t know, if this could be measured, like, how does having a great friend or partner you can rely on compare from a stress-relieving asset perspective to a good exercise or mindfulness routine?

Robert Waldinger
I don’t think anybody has done those comparisons exactly but there is a little bit of evidence there. So, they did a big analysis of lots of studies of loneliness, and they found that the experience of loneliness, if you’re chronically lonely, it’s as bad for your health as smoking half a pack of cigarettes a day or being obese. And what we know is that, on average, about 30% of people will tell you they’re lonely.

Pete Mockaitis
Yeah. Okay, so that tells me, if you have a good smoking buddy, and you only smoke two or three…just kidding. Just kidding.

Robert Waldinger
And you eat a lot of Big Macs, yeah, absolutely.

Pete Mockaitis
Okay. Well, that is handy. Okay. So, relationships, huge. And then zooming into professionals and being awesome at their job, I understand there are some takeaways associated with some drivers of differing income levels. What’s the story here?

Robert Waldinger
Yeah. So, we’re always asking the question, “Does money make us happier?” and people have actually started to study it. Like, how much does our happiness go up as we make more money? And it turns out that, yes, in recent years in the United States, your happiness goes up until your basic needs are met. So, until you reach about $75,000 a year in average household income, until you get to that point, your happiness keeps going up as you make more money.

But once you get to that 75k and you keep making more money, you hardly get much of a boost in happiness at all. What that means is that once our basic needs are met materially, more money doesn’t make us happier.

Pete Mockaitis
Okay. Good to know. Good to know. So, there’s the impact of money on happiness. If I’m flipping it around, what are the drivers that you’ve discovered within this study that tend to explain or point to earning more money even if, as you just said, it’s not necessarily going to make us happier?

Robert Waldinger
Well, we don’t find greater happiness or greater unhappiness. So, earning more money isn’t bad. It just doesn’t make you happier. You just have more money. And so, the difficulty is that, as you might know, when they survey young people, like people on their 20s just starting out, and they say, “What are you going to prioritize as you go through your adult life?” most of them, the majority will say, “I need to get rich.”

So, we’re giving each other the messages all day long in the media that, “Boy, if you buy this car, you’re going to be happier,” “If you buy this kind of pasta and serve it to your family, you’re going to have the best family dinners ever.” There are just all these ways in which we are given the messages that if you buy the right stuff, if you have enough money to buy all the right stuff, you’ll be happier, you’ll have a better life. And it turns out, that’s not true.

Pete Mockaitis
Okay. So, money doesn’t do it, more so warm relationships does it. And then there’s also the associations with the warm relationships, people who have them also earn more money.

Robert Waldinger
Yes. Well, it turns out that if you have better relationship skills, you’re more successful at work. So, they studied this where they’ve put people on teams, and they say, “Which teams perform best?” And it’s not the teams that have the highest collective IQ, it’s not the smartest folks. It’s often the most emotionally attuned and skilled folks because they cooperate better, they are more relaxed, and, therefore, more creative, they’re more engaged in their work, they’re less competitive.

So, what we find is that this thing we call emotional intelligence, which involves having better relationship skills, it’s hugely predictive of how well you do in your work life.

Pete Mockaitis
Okay. And then, tell us, we have some do’s, cultivate close relationships; we’ve got a don’t, don’t chase maximum money, what are some other top takeaways in terms of folks who want to be happy, successful, flourish, be awesome at their job? What are some of the top things that you recommend they do do or don’t do based on these insights from the study?

Robert Waldinger
Well, one is, don’t expect to be happy all the time. We can get the impression, like when you look at social media and you see what we all present to each other on social media, like, me on a great vacation or about to dig into a great plate of food, it can look like I’m happy all the time, like I’m always having a party.

And what I can tell you from studying thousands of lives is that nobody is happy all the time. And that’s useful because it can seem like other people have it figured out and I don’t, and that turns out not to be the case, that everybody has hard times, everybody struggles with things. And I say that because it can help us feel a little less like an outlier when life isn’t always happy.

The other thing we know is that relationships are not always warm and harmonious. Now, you might be the exception, and you and your partner may never argue ever or disagree ever, but I’ve never met a person who’s in a relationship like that, right?

Pete Mockaitis
Yeah.

Robert Waldinger
So, what we know is that all relationships have conflicts and disagreements. That’s not a problem. But what matters is how we work out our disagreements and if we can find a way to work disagreements out so that we come away feeling okay with each other and like nobody has lost and nobody has won, that’s a big help. And to know that as long as there’s a kind of bedrock of affection and respect, that relationships are quite solid even when we argue with each other.

Pete Mockaitis
Okay. Well, let’s expand on some of these best practices then when it comes to these warm close relationships. It’s okay to have some conflicts, some disagreements, but we fall back on having a fundamental foundation of respect. Got it. What are some other things that make all the difference in terms of cultivating these warm close relationships?

Robert Waldinger
Yeah. Well, one thing probably is curiosity. Like, to be genuinely curious about somebody else is a great starter for a relationship. So, let’s say there’s somebody at work and you noticed something on their desk and get curious about it, it gives somebody an opportunity to talk about themselves. It gives you an opportunity to get to know them in a way you might not otherwise.

And it’s not just in starting new relationships that curiosity helps and we do love to talk about ourselves. It’s old relationships. So, you know a coworker, or you know your partner, you think you know everything there is to know about them, but actually you don’t. And it turns out that when we start taking each other for granted, we stop paying attention to who the other person is as they grow and develop. So, if you can bring that sense of curiosity back to an old relationship, that can really liven it up.

One of my meditation teachers had an assignment for us once. He said, “As you sit there, doing something routine or talking to somebody you’ve talked to a hundred times, ask yourself this question, ‘What’s here now that I’ve never noticed before?’” And when you do kind of come with that mindset, it can get really interesting really fast.

Pete Mockaitis
“What’s here now?” You mean when you say here…

Robert Waldinger
Like, “What am I noticing?” So, I’m going to go have dinner with my wife, that we’ve done that for 36 years, lot of meals together. So, what if I come with that mindset? Like, what’s here right now in our discussion? Or, how is she right now that I might not have noticed before? Like, if I’m looking for something new, I get really curious, and that can set me up in a whole different way than, “Ah, yeah, I know what she’s going to say. We’re going to have the same dinner we always have, the same conversation,” right?

Pete Mockaitis
Yes, that’s good. Our brains love that novelty stuff, and so that really seems to unlock a lot of cool motivation-y dopamine-y…is that a word, dopamine-y?

Robert Waldinger
Dopamine-y? I like that.

Pete Mockaitis
In the mix. Very cool. And so then, we can do that in our work relationships, and there are some really cool research associated with the power of having warm close relationships at work, in particular, as well. Could you expand on that?

Robert Waldinger
Yes. The Gallup organization did a survey of 15 million workers around the globe, all ages, all cultures, and they asked the question, “Do you have a best friend at work?” And what they meant was, “Do you have somebody you can talk to about your personal life at work?” Now, many CEOs then, “That’s a distraction. You don’t want that kind of socializing.”

Well, it turned out that only 30% of workers said they had a friend at work, but those workers were seven times more likely to be engaged in their jobs. They were better at engaging customers, if they were customer-facing. They produce higher quality work. They were happier in their jobs, and they were less likely to leave their jobs because the job wasn’t as interchangeable because they had a friend there they wanted to see.

And the people who didn’t have a best friend at work, so seven out of ten people, they were 12 times as likely to be checked out of their work, to be disengaged.

Pete Mockaitis
Okay, there you have it. Okay. And I also remember that alcohol was something that came up in the study as being potentially quite destructive. What is the takeaway here?

Robert Waldinger
Big time. Alcoholism, that means abuse, dependence, it destroys people’s families, it destroys their work life. So, the people who became alcoholics, in our study, had marriages that fell apart. Half of the marriages that ended in divorce had one or both partners stuck in alcoholism. And what we found was that the people who were abusing alcohol chronically had a downward trajectory at work. They couldn’t perform well. They didn’t get promoted. Even if they didn’t get fired, they plateaued pretty quickly.

Pete Mockaitis
Okay. Well, so how do we make sure that doesn’t happen to us? I mean, you enjoy a beverage from time to time. Any pro tips? Because if you’re watching people year after year after year, that’s an interesting vantage point in terms of, “Huh, this is kind of creeping in there.” And I guess, one, how do you precisely measure that? Do you ask them, “How many drinks do you have?” Or, are there any warning signs? So, if we enjoy a happy hour, how can we make sure we don’t lose control, slipping away over the decades, and fall into this category?

Robert Waldinger
Yeah, key questions. So, we measure it in different ways. So, one way we measure it is, “How many drinks do you have?” And for men, two drinks max a day is all that really is okay for your health. And for women, it’s one drink because, physiologically, they process alcohol differently. But another way to think about this, if you’re just kind of thinking, “Am I drinking too much?” is to ask the people who care about you. Ask them if they’re worried about your drinking.

Do you feel guilty about your drinking? Do you try to cut down and have trouble? Do you find that it’s getting in the way of your getting up in the morning and making it to work or making it to your parenting activities, or whatever they might be? If it’s getting in the way of your life, then it’s probably a problem.

Pete Mockaitis
Okay. All right, Bob, anything else we really should know about this study, its insights, and being awesome at your job?

Robert Waldinger
I think just to think about work as not so separate from the rest of your life but to really let yourself say, “Okay, how could I enjoy myself more at work? Particularly, how could I have better connections with other people because I’ll have more fun at work if I do that?” Sorry.

Pete Mockaitis
Oh, no problem. Okay. Well, then, now I’d love to hear a little about your favorite things. Could you share a favorite quote, something you find inspiring?

Robert Waldinger
Yes, there’s a quote by Joseph Campbell, he’s the guy who wrote a book called The Power of Myth, and he was like a PBS guy. And he had a quote that I love, which is, “If the path before you is clear, you’re probably on somebody else’s path.” That has really helped me. When I keep thinking, “Oh, I really should do that because everybody else is doing it,” or, “That’s what seems to get the most applause,” it’s really helpful to be reminded that, “You know, everybody is doing their own thing. Everybody is taking their own path through life.” And I’ve seen that studying these lives over decades.

Pete Mockaitis
Well, next, I want to ask you about a favorite study or experiment or bit of research. You’re intimately involved in a legendary one. Any others that leap to mind?

Robert Waldinger
Any other research that leaps to mind?

Pete Mockaitis
Yeah, that you think is super cool.

Robert Waldinger
Yeah, when we asked people how they spend their discretionary income, so you got all your needs met, and then you have some income, what are you going to do with it? And are you happier if you buy material things or if you pay for experiences? And paying for experiences could be tickets to a basketball game, or taking your family on a trip, or it could be anything but experiences. And what they find is that the people who use their money to pay for experiences are happier and they stay happier longer than the people who buy material things.

Pete Mockaitis
Okay. Thank you. And a favorite book?

Robert Waldinger
Favorite book. Well, actually, one of my really favorite books is so old school. It’s Pride and Prejudice. I just love that book. Another favorite book is The Overstory by Richard Powers. It’s about ecology but it’s a really cool novel. And there’s a book by a Zen teacher, Barry Magid, called Ending the Pursuit of Happiness.

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

Robert Waldinger
A favorite tool is serving lunch.

Pete Mockaitis
Okay.

Robert Waldinger
People really like to be fed and they loosen up and they get more creative when they’re sharing a meal.

Pete Mockaitis
Okay. So, you are the lunch provider.

Robert Waldinger
Yup, for my research group, and they love it.

Pete Mockaitis
Well, now, I want to know what sort of lunches we’re talking about here.

Robert Waldinger
Oh, we get takeout, we get Mexican, we get Thai, we get healthier stuff, too.

Pete Mockaitis
Okay. And a favorite habit?

Robert Waldinger
Favorite habit is going for a walk every day, and looking at simple stuff, like trees.

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

Robert Waldinger
It’s a quote from a 19th century writer. He said, “Be kind for everyone you meet is fighting a great battle.”

Pete Mockaitis
Yes, I just saw that written in some random decor somewhere. I don’t know, but I like that.

Robert Waldinger
Yeah, yeah, because it’s like it doesn’t look like it from the outside, but everybody has got stuff.

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

Robert Waldinger
Well, to our book, so TheGoodLifeBook.com, you can order the book but, also, to our website. There’s a website about the study, it’s AdultDevelopmentStudy.org. And there you can read some of our highly technical papers and learn more about the study.

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

Robert Waldinger
Yes. Think about somebody you’d like to connect with more at work, and reach out to them and ask them to have coffee, take a walk, do something. Reach out. Make a commitment to do that tomorrow. And just notice, it’s a small decision, and notice the ripple effects. Notice what comes back to you from that small action.

Pete Mockaitis
All right. Bob, this has been a treat. I wish you much happiness and goodness in life.

Robert Waldinger
And you, too. I envy you having small kids. I miss that time. My kids are in their 30s and they’re wonderful, but I really miss the time when the kids were young.

829: How to Write so People will Read with Casey Mank

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Casey Mank shows how to make your writing more effective by making it simpler.

You’ll Learn:

  1. Why writing matters tremendously—even when you’re not a writer
  2. How to make your writing more powerful in three steps
  3. Why people aren’t reading what you write—and how to fix that

About Casey

Casey has taught in writing classrooms for over 10 years, most recently at Georgetown University’s McDonough School of Business and School of Nursing and Health Studies. She has taught writing to professionals at organizations including Kellogg’s, MasterCard, Sephora, the Aspen Institute, Viacom Media, the EPA Office of the Inspector General, the PR Society of America, the National Association of Government Communicators, and many more. Casey serves on the board of directors at the nonprofit Center for Plain Language and is proud to have helped thousands of writers get to the point and reach their audiences with greater impact.

Resources Mentioned

Casey Mank Interview Transcript

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

Casey Mank
Hi, thanks for having me.

Pete Mockaitis
Well, I’m so excited to talk about writing well. And I learned that even though you do a lot of great teaching of writing, you don’t actually like writing. Is this true and can you elaborate on this?

Casey Mank
This is true and I also think it’s really important I try to tell people this as much and as often as I possibly can, actually, because I think one of the many misconceptions about being a good writer is that good writers are the people who love writing, that it comes naturally to you, you’re born with it, it’s an art, it’s a gift, it’s an inborn talent.

So, sometimes people will say, “Oh, well, you must just love writing,” or, like, “You’re a writer,” and I’m like, “Who are they talking about? Are you talking about me? I don’t love to do this. Writing is hard. It’s not fun to write or edit.” So, I think it’s important that people know, even though I teach this stuff, I think I’m pretty good at it, I can be effective at it, I don’t enjoy the process of writing stuff. I, too, find it kind of hard and unpleasant.

So, it’s important to us to always teach people that writing is something that can be very quantified and very strategic and just about getting the job done. And, in fact, I think writers who are able to see it that way, are often much more effective. Sometimes when I meet people in the course of my work who say, “Oh, I love writing,” those are the people that want to include a lot of extra flowery language and end up with bad business writing, ironically. So, that’s what that means to me.

Pete Mockaitis
Well, Casey, I really love that and find that encouraging because there are times in which I have writing that needs to be done but I am not feeling it, and so sometimes I will procrastinate because there are times that I do feel it but noting that, “No, it’s okay for this to be hard and unpleasant. That’s that.”

And I don’t remember who said it, this quote, was it David Allen or someone who says, “I don’t enjoy the process of writing but I very much enjoy having written,” like you’ve accomplished that thing, and you’re beholding the final product, you go, “Oh, nice.” And so, that’s a good feeling.

Casey Mank
Absolutely, yeah. And if people like writing, that’s great, but I want the people that don’t like writing or never feel motivation, to also know that they can just do it in a workhorse way and it can have great results for sure.

Pete Mockaitis
Okay. Cool. Well, inspiration landed. Thank you. And can you tell us, in a business context or for professionals, just what’s at stake as to whether one writes fine, okay, versus masterfully, like in the top one, two, three percent of business professionals? How much does it matter?

Casey Mank
Absolutely. So, the important thing to know about writing is that we’re all doing it, and we meet a lot of people that might say, “Oh, I’m not really writer. I’m not in a writing role at work,” but it doesn’t matter what your job is at work, at some point you need to put the things you’ve done and communicate their value in writing.

So, if you are a researcher and you have to write a report, if you’re a salesperson and you have to send sales emails, like, even if that’s not what you think of as your main job, at some point you’re conveying the value of the work you do in a written format. So, actually, when people read the way that you described what you do, if you’re great at what you do, you’re the best, but your writing isn’t very good, they tend to judge your competence if you don’t know you on how you describe what you’ve done.

If you don’t know you, and they’re just reading this like lackluster description of what you’ve done or what you’ve produced, and the way you express yourself isn’t clear, it’s not confident, whatever, they’re thinking, like, “Well, I bet this person isn’t great at their job.” And that might not be true, but actually it’s like fumbling in that last mile when you’re conveying the results of all your great work can be huge.

Pete Mockaitis
That is very well said. I’ve heard it said that there’s research suggesting people judge the effectiveness of a leader or professional who’s leading a meeting based on how well that meeting is going, just because that’s what’s visible, it’s like, “Okay, there you are leading the meeting, this meeting is going poorly, you must not be good at your job,” which is maybe fair or unfair based on any number of dimensions.

Much like with the writing, I find that there’s a number of Amazon products, I’ve had this experience, where I see something, it looks pretty good, it’s like, “Oh, okay, this looks like just what I need. Okay, that’s a good price. Oh, it looks beautiful. Oh, it’s got 14,000 reviews and they’re averaging like 4.7 or something. Okay, this looks great.”

But then when I see that the English is off, it’s like it’s not quite right, and it’s like nobody would say it that way.

This is about a Renpho Cordless Jump Rope. It says, “With a cordless ball, a rope jump can easy to change into a cordless model imitating skipping with a real rope without actually needing to swing a rope. The low-impact equipment offers people who don’t have a large room to work out a way.”

It’s like, okay, there’s a couple moments in there, it’s like, “That’s not right and smooth as…” And so then, I begin to wonder, “Well, if things are fuzzy here when you’re trying to sell me, like where else have they cut corners in terms of like the manufacturing, or the safety, or the quality, or the durability?” When that may be a completely unfair judgment, it’s like, “Hey, this was written by someone in China, maybe his English is not their native language, and they did their best and it wasn’t too bad,” but I’m like, “Hmm, I don’t know about this jump rope anymore based on what I’ve read here.”

Casey Mank
Absolutely. Doesn’t it make you feel like the person who wrote that has never seen a jump rope in their life?

Pete Mockaitis
Maybe.

Casey Mank
And you start to feel suspicious about their expertise about jump ropes.

Pete Mockaitis
Well, it does. And so, I guess that can be fair, it can be unfair but, nonetheless, it’s a reality in terms of people are judging us based upon the quality of our writing, whether it’s in an email or a PowerPoint, it’s there, and so, okay, I’m with you. We got to take care of some business.

Casey Mank
That’s absolutely right. Yeah, and whether it’s true or accurate or not, it doesn’t matter. You’ve already created that impression in that person’s mind, and their ideas about you, their expectations, their perception of your personal brand, it’s really in a split second that that stuff can happen when they’re reading what you’ve written about your work.

Pete Mockaitis
Yeah. Okay. Well, so then, you’re on the board of an organization with a really cool name, the Center for Plain Language. Tell us, what is this organization? And what is plain language? And how do we do that?

Casey Mank
That’s right. Well, so our hope as plain language experts, and I will happily tell you more about it, but our hope would be that the name that we give to anything would be completely self-explanatory. So, what do you think the Center for Plain Language does?

Pete Mockaitis
I think they work with people and organizations to facilitate more plain language being used in documents and websites, etc.

Casey Mank
That’s exactly right. That’s what we do, yeah.

Pete Mockaitis
Well, I’m really down with that vision. Likewise, Casey, I want to put you on the spot, what do you think the How to be Awesome at Your Job podcast is about?

Casey Mank
I think you all genuinely have a really plain language title for your podcast because it instantly tells me that it’s going to be, when I listen to it, it’s going to teach me how to do my job better. And then, if I dig into the details a little bit, I would start to find out how exactly that’s going to happen, but it’s very self-explanatory, which we love in plain language.

Pete Mockaitis
I do, too. I do, too. So, is there a bit of a process in terms of certain steps or best practices by which you arrive at plain language?

Casey Mank
Absolutely, yeah. So, you want to start out when you’re writing anything, and plain language really did start with a lot of government writing, a lot of sort of manuals, legal documents, things like that, but I believe it can be applied to anything. So, start out with whatever document you’re crafting, you’re going to think about not yourself, not your organization, not the information you want to include, actually. You’re going to think about the person who’s going to use this document.

So, yeah, get to know them, we start with them. Think about the person who’s going to use this. Think about exactly what they already know, what their top questions are, and what they need to do. So, whatever you’re writing, I don’t care what it is, what do they need to do once they read it? How are they going to use it? And then, you design your document. There’s a lot of best practices that we get into around how things look, how usable things are, how easy they are, and then, of course, the readability.

So, plain language people tend to think it’s going to be about, like, short sentences and easy words. That’s only half of it. The other half is actually a lot of UX design, so making documents really easy and fast to use. And I’m happy to direct your listeners to where they can learn more of all those best practices but then the key to really close the loop on all of this is you made some assumptions about your audience in the beginning, you tried your best to do great design, very readable writing.

But at the end of the plain language process, you must test your assumptions. So, this is really like the key piece that most people want to ignore, they’re like, “Well, I thought about my audience. I think I know what’s going to work for them, and I think I did it,” and then they kind of like hit send on their document, hit publish on their document, but in plain language content, you have to test before you finalize.

So, you get a couple people, you show the document to them, you say, “Read this,” then you take the document away from them, and you say, “What did you just read?” and they explain it back to you, and you get invaluable information from that. You make changes based on what they missed, what they misunderstood, what they thought was the most important thing but it wasn’t what you actually wanted them to focus on. You make changes and then you actually finalize. So, that’s kind of the plain language process in a nutshell.

Pete Mockaitis
I like that a lot, and I think you’ve absolutely nailed it in terms of the final step. I think it’s taking me a while to get here, Casey, but I’m firmly here now. There’s no substitute for that. It is irreplaceable. It is mission critical when it counts. Like, if you’re writing, the thing that you’re writing matters and you want it to have an impact as opposed to, “Hey, this is a joke,” a joke to some friends. Even then I probably want to have an impact, I want them to laugh, but if they don’t, it’s like, “No big deal.”

But I remember just recently, I was writing an Evite invitation for our son’s baptism, and my wife went in there and she said, “Oh, I think made me think that, and this made me think that,” and then so she changed some things. And I think it takes a bit of humility to understand that that is absolutely necessary. It doesn’t mean that I’m dumb or wrong.

And, at the time, I think I was looking at a lot of other editing things in my life, and I was actually just so grateful, I said, “Thank you, honey. This is exactly what has to happen, and there is no other way.” I kid you not, I said those words to her, and she’s like, “This is kind of dramatic, Pete. Okay, sure, no problem.” So, yeah, it just has to happen.

I think that about when I’m looking at instructions for things, like how to build a piece of furniture or a toy assembly, whatever. I do, sometimes, have that reaction, like, “Did you actually test this with anybody? Because I don’t think I’m the only person who would find that very confusing, and I’m assembling this all wrong and feeling great frustration that I have to then undo it, and then redo it again the opposite way.”

Casey Mank
Absolutely. I can’t emphasize enough, there’s no substitute for that. Whatever you think you know about other people’s reaction, you don’t. They’ll always surprise you. And this doesn’t have to be expensive. There are really expensive and elaborate user-testing focus groups and stuff that you can do with the help of an expert, but you can also just pull in, like, your cousin, your mom, somebody down the hall from you at work.

My business partner has several siblings and we have them test sometimes the worksheets and stuff that we use in workshops, and they’ll say, like, “Oh, I really noticed this,” or, “I really was distracted by this,” and we’re like, “What? That? We weren’t even thinking about that when we made the worksheet.”

And so, it’s like you can’t get around your own bias as the author of all the stuff you know and all the stuff you want to happen, so, yeah, it’s invaluable but it doesn’t have to be hard or expensive. It can be informal. You can just ask a friend.

Pete Mockaitis
Well, so you mentioned there are some principles that make all the difference in terms of readable writing and the user experience dimensions. I’m guessing it’s kind of like the visual type stuff.

Casey Mank
That’s right.

Pete Mockaitis
Can you lay it on us here in terms of what are some of the biggest principles that make all the difference?

Casey Mank
Yeah, absolutely. So, if I had to pick, I’ll do maybe like a big two for each of half of this equation because I think two things is always enough for people to learn and remember, in my opinion.

So two big ones for the information design piece, which, you’re right, that’s all about how things look, how easy they look at a gut reaction. So, when people first interact with a document, they’re not beginning by actually reading the language. They’re looking at it as a whole and they get a really, like, instantaneous impression, just like a gut reaction, “This looks easy,” or, “This looks hard.”

So, one of the fastest things you can do to make any document look a bit easier to your reader, which invites them in and makes them think, like, “Yeah, I can deal with this document. It’s not going to overwhelm me,” is just to put more empty negative space on the page. So, you don’t want to hit people with walls of texts. My own personal, if I’m editing something and I see a paragraph that’s going over about four lines on the page, I start to get nervous because when paragraphs get longer, what people do is they just skip the second half of the paragraph.

They read the first line, they think, “I think I’ve got it. I think I know what’s in here,” and they just skip it. So, unless you’re perfectly comfortable with that information being skipped, which is okay, that’s a choice you could make as an editor, but if you’re sitting there thinking like, “No, they will read this,” I have bad news for you, they won’t. They’re not going to read a super long paragraph in most cases.

So, that’s one of the quickest things you can do, is just break up your chunks of information into smaller pieces so they don’t look so visually overwhelming to the reader. And then the other one I would do at the kind of visual level is bottom line up front. I don’t know if you’ve heard this acronym before, the BLUF, it stands for bottom line up front.

Whatever it is that you came to this document to tell your readers, you need to get it really near the top in almost every type of business writing or utilitarian writing. So, this is really different from the way we learn to write in school, it’s also very different from what we learned about good storytelling, so we’re not leading people on. We’re not raising their anticipation and then leading them on a journey of discovery, and then telling them the takeaway at the end.

In plain language writing, it’s like, “Here’s the takeaway. Here’s what you’re going to find in this document.” There’s no mystery. There’s no unfolding of a piquing the curiosity and then taking them on a journey. You’re just telling them what they’re here in the document. And then, actually, if they want to dive into the details and the background and how you got here, that stuff comes after, and they can read it or not. So, thinking about kind of flipping that on its head.

Pete Mockaitis
And I’m curious, do we want to use this in all contexts? Or, if we’re about to say something super unpleasant or controversial or that we anticipate our audience is going to vehemently disagree with us about, do we want to still do the bottom-line up-front approach?

Casey Mank
So, there’s a lot of different scenarios I could imagine for this, but my first instinct in a blanket kind of way would be I would do a BLUF there and say, “I’m about to give you some difficult feedback,” and then maybe you can…like, I’m not saying you would start your communication with just like, “Your presentation was horrible,” not like that.

But I would let them know immediately. Say, they’re opening an email, a message, a memo, whatever, they’re going to see, “I’m about to give you some feedback, and we can talk about it more.” Don’t make them think, like, “Oh, wow, why is Pete emailing me today? Maybe he just wants to say hi,” and then they’re like going into the experience not knowing what’s about to happen. Let them know why you’re here right up front. That’s what I would say for that.

Pete Mockaitis
Okay, so that’s a story on the user experience. And now how about sentence readability?

Casey Mank
Yeah, absolutely. So, there’s a ton of things that you could avoid and cut out of sentences to make them easier. If people want to go down that rabbit hole, you can check out PlainLanguage.gov. It’s the government’s free resource on plain language, and there’s many things you can do at the sentence level. But the biggest two that are going to impact reading difficulty at the sentence level are sentence length and complexity, and then word choice.

And I think the word choice piece is probably the one that people expect, they’re like, “If I’m using these big difficult words, these jargony terms, that’s going to be hard for people,” but they don’t always remember that just the length and complexity of a sentence’s structure is the other half of the readability formula. So, those two things together will impact the most.

And I think that’s especially useful for people to keep in mind if they must use some difficult terminology because a lot of writers that I work with, they’re like, “Oh, I have to use these science terms, or these fintech terms, or whatever it is. I can’t get rid of them so my writing will never be easy.” But you can still make your sentences shorter, more declarative, more simple, and that will offset the impact of having to use some of those big words or specialized jargon.

Pete Mockaitis
Now, what kind of sentence lengths are we talking about? Like, is there a rule of thumb in terms of these many words is getting long?

Casey Mank
Sure. So, after about eight words, sentence comprehension tends to start dropping off. Now, that’s a very short sentence, so we would never recommend that every sentence be eight words but you actually want to think about how much of the meaning of your sentence can people find in those first eight words. That’s one thing we teach people. Is the main noun and the verb of a sentence happening within the first eight words?

And then think about at least varying your sentence length. So, can you throw people a couple of eight- or ten-word sentences in the mix in between long sentences, so it’s not just long sentence after long sentence?

Pete Mockaitis
Okay. And then I’m curious about sometimes it feels like is the word appositives, hmm, that feels fancy, from English class, if there is a phrase that’s hanging out there? So, for example, if I were to say, “Casey Mank, board member of the Center for Plain Language, suggests using sentences around eight words.” Like, that appositive phrase “board member of the Center for Plain Language” in my brain it almost feels bucketed together as one thing. But does that count? How does that count in our word count within sentences?

Casey Mank
Sure, yeah. So, in that example, you are throwing a block in between the subject and the verb.

Pete Mockaitis
I did. Guilty.

Casey Mank
So, yeah, even though it might seem short, your reader’s brain is unconsciously looking for that structure, “Casey Mank recommends…” whatever you said I recommend in that example, and that’s what they’re looking for. And when you put extra words in between the subject and the verb, you do create complexity that readers who have a lower literacy level, maybe English isn’t their first language, they can get a little bit lost there.

So, again, the recommendation in plain language isn’t that you never have a sentence like that with the appositive, as you described it, but rather that you don’t have tons of those, that you vary it up sometimes. So, yes, in answer to your question, you are making it more complex by including that because you’re separating the noun and the verb, so some readers will trip over that a little bit. And you could make it into two sentences, “Casey Mank is a board member at the Center for Plain Language. She recommends…” whatever you said that I recommend.

Pete Mockaitis
You know, I love that notion of the two sentences. I remember when I took the GMAT exam, there’s a section called “Sentence correction,” and most of those sentences were long and nasty monsters. And I kept looking for the option, “Split this terribly difficult sentence into two sentences.” There never was an option. It was more like, “Which one is technically correct? Ah, got you.”

And so, yeah, I think that’s often one of the best solutions. Can you share with us any other common fixes that just solve for a whole host of sins?

Casey Mank
Yes, so there’s one other one that we really like. So, breaking things into two sentences is number one. In fact, when we get to the grammar section, that is literally number one. That’s what we start with because it solves a lot of things, like you said. Another one, if you want to get a little deeper into sentence structure, would be try to steer away from starting sentences with caveats or exceptions, which is really common in business writing.

Like, if you start to look for it, you’ll see it a lot where people will say, “Not only is this A but it’s also B.” And that little added structure, things like that, or, “After considering all the factors and…” whatever, like, including all that background information at the start of a sentence, that is really difficult because you’re actually delaying when your reader can get to the main subject and verb of the sentence by a lot.

And we have some great examples of this. I wish I had brought one because if I try to think of one on the spot, it’ll be a train wreck, but it’s like you’re asking people to hold all these relationships in mind when they don’t even know what to apply the relationships to yet. So, in plain language writing, you want to start with the simple statement and then build the exception on after that, because it’s easy to apply an exception to something but it’s harder to keep an exception in mind as you’re waiting to figure what it will apply to. Does that make sense?

Pete Mockaitis
Very much. Very much. Okay. And so, then we got our principles, the word choices. Tell us, are there ways that we quickly measure this? Is the Microsoft Word Flesch Kincaid readability the thing? Or, how do we assess whether or not, broad scale and automatically, our sentence length and complexity is too much or our word choice is too complicated?

Casey Mank
Absolutely. So, plain language folks in particular have a complex relationship with those readability formulas because none of those formulas are perfect, and they don’t kind of replace your human good judgment. So, some plain language specialists really like them. Others feel like they oversimplify things too much.

Sometimes, like if you’re using a Flesch Kincaid tester, and you take out the period at the end of a sentence, it will change the reading. But for a human reader, it wouldn’t really change the experience of like seeing a bullet point that had a period versus no period, something like that. So, they’re not perfect. We love them as, again, not a be-all-and-end-all of readability, but just as a way to get some kind of objective measurement or feedback.

We often show them to writers, we’re introducing them for the first time, and they’re maybe really shocked to find that their writing at like a postgraduate level in a document that, because they are a specialist in whatever industry or niche they’re in, they think this is just like a normal document, but it’s actually incredibly difficult for someone in the general public to understand.

So, we love them for almost the shock value of writers getting to see what level they are truly writing at because they often don’t know. And then just as, again, to see if the edits that you make are making a difference, it’s nice to see that number go down from, like, grade 12 to grade 10, and say, “Okay, I did make a difference with my edits.” Because sometimes you’re moving things around in your writing, and you’re like, “Is this getting better or worse? I can’t even tell.”

So, we do like them. We use them. There are a ton of other tools I can recommend if you’d like to get into that now.

Pete Mockaitis
Oh, please do.

Casey Mank
Sure. So, we do love Flesch Kincaid, and, as you mentioned, you can enable that in Word.

WebFx.com is another one that we really like for that. You can test texts based on a lot of different readability formulas. It’s really good. There are two other tools that I’ll recommend. These are all free, by the way. One is the Hemingway app, so it’s a style editor. And important to note, it’s not a proofreading software, so don’t assume that things are correct if they’ve been through the Hemingway app. It’s only showing you style elements but it’s really good at catching lengthy difficult sentences, and it will also give you a grade level as well.

And one other that I really like is called the Difficult & Extraneous Word Finder, that’s the name of it. I know it’s kind of a silly long name. The website looks like it’s still from 1990 but it actually still works. And it actually tags the words in your document based on how rare they are compared to most people’s core vocabulary.

And that part is okay but what I love about that tool is actually the long-word finder because it can just help you notice, like, “Wow, that’s a big word. Is there an easier alternative that I could swap in?” So, those are some automated tools that we like.

Pete Mockaitis
Well, those are handy, beautiful tools. And now I want to ask about tools along the lines of Grammarly and into the future of artificial intelligence, GPT-3, Jasper.ai. Like, what do we think of all that?

Casey Mank
Yes. So, people often ask us, “Is Grammarly putting you guys out of business training writers?” No, we recommend Grammarly to all our clients. We recommend it in all our workshops as like a final polishing step because Grammarly is really sophisticated now. It can catch a ton of typos, misspellings, wordy sentences, stuff like that.

And what that means to us, this is our take, you can spend less time on proofreading, which a machine can do, and you can save your human brain power for the more strategic questions, like, “Who is the audience for this? What is actually the call to action that I want them to take? How am I going to get them to that step? How is this affecting our relationship?” Those are questions that I still think they’re best suited for a human brain.

The AI question is an interesting one, “How much of that stuff those programs will be able to take over in the future?” But, for now, proofreading, I feel 100% confident, outsourcing a lot of the proofing and the nitty-gritty edits to something like Grammarly. And, by the way, the free version is great. You don’t have to pay for the paid version. Hemingway app can tell you a lot of those things, if you want to use that as a workaround for style.

Pete Mockaitis
That’s good. That’s good. Well, then talking about the full-blown artificial intelligence stuff for a moment, I’ve played with it and I’m impressed at what it produces, although it’s not accurate, it doesn’t have any concern for truth or facts, yet it can mimic styles pretty well, I found. And so, I’ve just been scratching my head a little bit, like, “What is the place of this in my writing life? Maybe there’s no place at all, or maybe it’s just to get some opening inspiration to get the wheels turning a little bit.” How do you think about it?

Casey Mank
Yeah. So, I think one thing that could be helpful or interesting there is that people get really stuck staring at a blank page sometimes, not if you have to send an email necessarily but I’m talking more about if you’re writing some sort of content, like a blog or something. You might just be sitting there, staring, like, “I can’t get started.” And we try to teach people ways to just get out of their own way and get a terrible first draft because that’s the thing you need. You need a terrible first draft, and then you can edit.

Actually, all of our writing workshops, it’s a little misleading because they’re actually editing workshops. It’s about how to make something better. It’s not about how to get a terrible draft on the page because, really, you kind of just have to do that. So, I like the possibility that it could produce a pretty terrible block of text for you, and then you could come in. And maybe it would help with some of that writer’s block.

But, on the flipside of that, one concern that I would have is, there’s a really terrible temptation, and we see this a lot with ineffective business writing, workplace writing, to if you have an existing document, and you’re writing something new, and you think, “Oh, somebody already wrote some messaging on that. Let me just copy and paste it. Yay, now I’m done.”

But often, because you’re repurposing it for a different audience and context, it’s not good, it’s not going to work, it’s not going to be effective, and the temptation to copy and paste leads to a lot of bad writing. And when we look at it, it’s like, “Well, who’s the audience? What are you trying to get them to do? Okay, why is this here?” And people will say, “Oh, well, it’s there because it was on the original copy that I got, the source material.” “Well, it would’ve been better if you just started over with the current audience and context in mind.”

So, it worries me that it would encourage people to just say, like, “Look, I have something,” and then the temptation to just kind of keep it and not start over as much as they need to.

Pete Mockaitis
Well said. That reminds me of when you ask Siri a question, and she doesn’t really have the capability of giving you an answer, but she’s like, “I found this on the web.” And it’s like, “Oh, yeah, that’s kind of related to what I’m asking, but it isn’t really the answer.” And so, yeah, I do see that a lot in terms of like the lazy business writing, it’s like, “That’s not really an answer, but it’s tangential to an answer.”

Like, I asked someone, “How do I know that you’re actually going to pay a claim, insurance company, if push comes to shove?” And they say, “Well, we’ve got a great financial rating.” It’s like, “Well, that’s good but that’s not really the answer.” And so, I think a lot of business writing seems to fall into that zone of, “It’s kind of relevant to what we’re trying to do here, but it’s not really a bullseye that we’re going for.”

Casey Mank
Absolutely, the temptation. If you’ve got something, the temptation to copy and paste it is so strong but usually does not lead to the outcome that you want.

Pete Mockaitis
Well, tell us a little bit about the audience response tone approach. How does that unfold?

Casey Mank
Absolutely. Yeah, so first I have to give a big shoutout to Prof. David Lipscomb from Georgetown University, who is the inventor of the ART tool, which we use. And the audience response tone tool helps you think about that big strategic piece. We start all our workshops, all our coaching sessions with it, and I can tell you that people always want to jump over it.

I’m asking them a question, it’s like, “Who’s going to read this? Who are they? What are they going to do?” And they’re like, “Yeah, yeah, yeah.” “Come tell me if I have a comma splice here.” And it’s funny, like people always want to dive into the editing of the actual content, but if they don’t take…it’s like slow down to speed up a tiny bit and actually think about, “Who will read this? What will they do with it?” If you don’t get those things right, it doesn’t matter how polished your text is, it’s not going to create the impact that you want it to.

So, the ART, I mean, going through the pieces, we hope it’s pretty self-explanatory. So, you already said the piece is audience, “Who is this for?” We encourage people to think as in depth as they possibly can about one reader, so not a crowd of a thousand people, but just one person, even if they’re a representative reader.

And, Pete, you actually do this amazingly well on your booking page for podcast guests. I noticed this. I wanted to bring it up. You say, “Imagine our ideal listener,” and you kind of have this profile for like, “She’s this mid-career young woman, and she’s interested in these topics.” And maybe that person exists or maybe she doesn’t, but I could see her reading that description that you put there. So, that’s so much better than just saying, like, “Listeners from Apple podcast.” That doesn’t help you. Yeah, that doesn’t help you tailor the content.

So, doing something like that, really getting in the shoes of the audience, thinking. I like to ask two questions about the audience, “How much do they know your topic?” You can say nothing or you can say everything, but just know how much they know. And then, “How much do they care?” because people who really care are more motivated readers. They’re willing to put in a lot of effort to make their way through a difficult dense document because they deeply care about the information. People who don’t care will not put in any effort. So, if you don’t spoon-feed it to them, they’ll just delete it, not read it.

Pete Mockaitis
Oh, Casey, I love that so much, and you’ve just answered a mystery I’ve been wrestling with for a while, which is, “How are so many top-selling books about chess so poorly written? How is this even possible?” It’s possible because the person who aspires to improve at chess is highly motivated, more so than I am. It’s like, “This is hard. This is a complicated read. I’m doing something else.” And so, I haven’t advanced as much.

But that does explain much. And then you can find that in all kinds of domains, like people really want to get good at options trading, so they’re reading an options trading blog which is very difficult to read. And, yet, if the folks are thinking about all the dollars they could be printing up with their enhanced options trading skills, they’ll put up with it, so I really like that. Thank you.

Casey Mank
I love that example, yeah. So, I love that example of the chess book. I can only imagine how difficult those are. I can only imagine what that’s like to read. But it’s written by someone who loves chess, and it’s read by someone who loves chess, and both of those people are in agreement that they’re going to put in the work to figure that out.

Pete Mockaitis
Yeah, totally.

Casey Mank
So, that’s great. That’s great. But most of the people we’re communicating with in the workplace are not an aspiring chess master. They’re like, “What do you want right now? Why are you in my inbox? I don’t have time to read this.”

Pete Mockaitis
Yeah, totally.

Casey Mank
So, thinking about how much, yeah, thinking about how motivated your reader really is to put in effort. So, that’s the A piece, the audience. The response, you can think in a couple different ways. What are they going to know once they’re done reading? How are they going to feel? And then what are they going to do?

So, important to note that not everything you write has a do piece. Sometimes you truly are just giving FYI, educating people. You’re maybe trying to change their feelings about something but there’s nothing you want them to do when they finish reading. But if there is something you want them to do, “Click this link,” “Donate money,” “Sign a petition,” “Pick a meeting time,” that’s when it becomes really important to make it as easy as humanly possible for them to do that thing because there’s a great chance that they’re going to give up if it becomes hard or confusing.

Pete Mockaitis
Okay. And then the tone?

Casey Mank
Yup, the tone piece is going to be specific to the audience and the response. So, this isn’t just, “What’s my tone in general?” It’s always context-dependent, which is why it comes last. So, for this particular audience that we’re talking to about this particular topic, and the exact response we want them to do, what’s the tone that’s going to move that audience to that response? So, it’s not just like, “What’s a good business tone?” It’s, “Today, right now, in this document, what’s the appropriate tone?”

We usually ask people to pick three or four adjectives to describe the one. At first, it’s hard to get people to be creative and go beyond, like, informative, clear, professional. Okay, I hope everything you write is informative, clear, and professional. That’s the baseline, but what else? What else can we pull out around tone? And that becomes useful later when you’re editing because you can read every sentence you wrote, and ask yourself, “Is this sentence,” whatever you’re doing, “Is it enthusiastic? Is it cordial? Do I sound expert and do I sound warm?”

You can really kind of filter your entire document through that tone if it’s specific. But if it’s just, “This is going to be professional and clear,” like, it becomes harder to actually make editing decisions based on a vague tone. And last thing about that is it makes it easier for other people to edit your work and give you feedback on your work if you can tell them, “Here’s the audience, here’s the response I want from that audience, and here’s the tone I’m trying to hit. Do you think this document will have that impact and meet those three things?” rather than if you just hand someone you work with a document, and you say, “Hey, is this good?”

Pete Mockaitis
Yeah, absolutely.

Casey Mank
Yeah, you’re not going to get helpful specific feedback from them. You’re just going to get them fixing that one semicolon in the bottom paragraph, which isn’t what you really need, so.

Pete Mockaitis
I really love it when…this is, I guess, my sense of humor. I’d like to apply just wildly inappropriate tones to different bits of writing. Like, I saw a cigar catalog once, and it had a lot of things, like, “Winner, winner, chicken dinner. These won’t impress the mucket-y mucks in the boardroom, but under a buck of stick, it’s the perfect yard guard.” It’s like, “Who is this guy talking to?”

And it just cracks me up, and then I just try to imagine taking that tone and putting that on, I don’t know, this podcast, like a podcast episode description for Casey, like, “Wait, what is going on here?” It just feels weird. And, yet, if you’re in the mood to kick back and leisurely select a cigar, it might be perfect.

Casey Mank
Exactly.

Pete Mockaitis
So, I think that’s good. Well, maybe you can tell me, Casey, I guess the tone that I want is I want folks to feel inspired by a sense of transformative possibility when they read a podcast episode description, like, “Oh, wow, that sounds awesome. I want to know that.” Click play. I guess that’s in the audience we talked about in terms of professionals and such. So, do I just want to use the word inspiring for tone? Or, is there a copywriter word I want to be using for this?

Casey Mank
No, I love that because it doesn’t have to just be a single word, because, crucially, the most important audience for this audience response tone thing is you’re just using it for yourself. This isn’t like a public-facing thing. It’s just the art for you to get on the right page. So, if you want to say to yourself, every time you write the description for an episode, “I want people to feel like, ‘Yeah, I can do this at work,’” that means something to you, and you can use it.

And I imagine you could give that to a colleague, and say, like, “Here’s the vibe I want. Does it come across?” I had one person I work with, one writer, who said, she’s writing an email and people had ignored her instruction several times. And one of the tone things that she told me she was shooting for is, “I’m drawing a line in the sand.”

Now, that is not a single adjective but it meant something to her, it definitely meant something to me, and we kept that in mind, “I’m drawing a line in the sand.” So, if there’s something like that that works for you to think about the tone, I think it’s fantastic.

Pete Mockaitis
That’s good. Certainly. And if it’s just you, the writer that you’re thinking about, then you can say whatever you want. And then, I guess, we do, whoa, it’s like this is so meta, in writing the creative brief itself for your collaborator, you would also be thinking about that audience as copywriter or teammate and their response and tone.

The audience as a copywriter, the response is, I want them to say, “Yes, that sounds like a sweet job I’ll take.” And the tone is, I don’t know, “This should be a lot of fun.” So, cool. Well, Casey, boy, this is exciting stuff. I can dork out forever. Tell me, any other top do’s and don’ts you want to make sure to mention before we hear about your favorite things?

Casey Mank
Sure. One writing problem and writing piece of advice that I see a lot and I would love to give people is, you know, because people know what I do, sometimes people in my personal life, my friends and family will say, like, “Hey, help me wordsmith this. I’m about to send something important.” It could be a text, an email, a job application, whatever. Like, “Help me wordsmith this.” And I’m like, “Okay. Well, what are you trying to say?” And they’ll say something to me verbally, and I’ll say, like, “Why don’t you say that?”

And I think people are often disappointed because when they come me, they’re like, “Wordsmith this with me,” and usually I’m just like, “Well, why don’t you just say that?” And I think when people sit down to write, especially professionally, like workplace writing, especially for things that might be important, they go into this weird zone where they just start reaching for all the big words that they know, and like jamming them into sentences, and you get people sending messages, like, “I would love to actualize an opportunity to network with you.”

Like, if you took someone who was really confident and far along in their career, they would send that to someone as, “Hey, let’s chat.” Like, people who actually really know about a topic and very confident, they’d say, like, “Hey, would love to chat.” But people who are right out of college, are like, “I would love to actualize this opportunity to discuss with you,” and nothing signals that you are not confident more than, like, jamming sentences full of big fancy words.

So, I would love to kind of curve that impulse in people. Something weird happens, like they’ll say it beautifully out loud, and as soon as their fingers touch the keyboard, they just kind of like make it weird with all these big words. So, I would love to flag that for people. And start noticing if you’re doing that, stop it.

Pete Mockaitis
Yeah. Well, that sounds…actualize opportunity, that really resonates. I’ve gotten a number of emails that folks wanted to explore the potential of creating a collaborative partnership with me. It’s like, “I don’t even know what you mean.”

I think the default responses is just, “I don’t know what this is,” and then move to the next email. And I think that’s sort of an unfortunate reality in terms of when clarity is missing, often the response you get is just no response whatsoever.

Casey Mank
Absolutely, yeah.

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

Casey Mank
Sure. So, this is attributed to Elmore Leonard, who was a novelist and a screenwriter. He did Westerns. And he said, “I like to leave out all the parts that readers skip,” and I’d like to adjust that a little bit for people, which is like try to leave out more of the parts readers skip. I think leave out the parts readers skip, it might sound kind of daunting, but can you just, like, do a little better. I always try to tell people that. Just kick out a few more of the fluffy pieces. So, leave out the parts readers will skip.

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

Casey Mank
Yes. So, we draw really heavily on research from the Nielsen Norman Group, and one of my favorite couple things that people could start with there, I mean, you could read everything on the site and you’d probably emerge as an amazing communicator on the other side of that.

Pete Mockaitis
Sounds worth doing.

Casey Mank
It’s great, yeah. Take a deep dive, but if you want a couple things to start with, I would recommend “The Impact of Tone on Readers’ Perception of Brand Voice,” which is just it really shows some interesting research about how tone impacts people’s reactions to what they read. And then the other one would be “How Little Do Users Read?” It should really get you in the mood for that, like, don’t include stuff that people are just going to skip over.

Pete Mockaitis
Okay. And a favorite book?

Casey Mank
Sure. We have a bunch on writing that we often recommend, Letting Go of the Words by Janice Redish, who is a plain language educator, Made to Stick by Chip and Dan Heath, Brief by Joe McCormack, The Elements of Style by Strunk and White. And then, not a book, but, again, PlainLanguage.gov, free government resource on clear communication. We recommend that almost more than any book.

Pete Mockaitis
Okay. And is there a favorite tool you use regularly to be awesome at your job?

Casey Mank
So, just the ones that I recommended already would be my go-tos: Hemingway editor, Hemingway app; Grammarly, of course, which we do like and we do co-sign people using people, especially in your emails, it can just fix those typos for you; Difficult and Extraneous Word Finder. Those are pretty much the big writing tools that we like to recommend to people.

Pete Mockaitis
Okay. And a favorite habit?

Casey Mank
Sure. So, I do productivity habit that I don’t think it came from anywhere else. It’s my own thing. You’ve probably heard of like Pomodoro, which I think is 25 on and five off. But when I have a task that I’m deeply procrastinating on, I like to start out by doing five minutes on and five minutes off, which people have said to me, like, “That’s not enough time on.” But it really helps me get into something at first if I think, like, “I’m going to do this for five minutes,” and then I get to watch Netflix for five minutes, because I feel like you can do anything hard for five minutes.

And, usually, what ends up happening is I get into, like, making my PowerPoint or something, and the alarm goes off, and I just snooze it, and I’m like, “No, I’m rolling now. I want to keep working on it.” But for the first, like, getting into something that feels too big or difficult, five minutes on, five minutes off can kind of like get me moving. So, that’s my method.

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?

Casey Mank
Yes. So, one that has come up in workshops is, like, “If you’re saying everything is important, you’re saying nothing is important.” And when it comes to writing, that can manifest in a couple different ways but one is, like, if you’re bolding key information and you’re just, like, bold an entire paragraph, you’re no longer emphasizing something.

Or, if we’re working with someone, and we say, “Okay, you really need to figure out what’s most important, and then delete the other stuff,” and they just say, like, “No, everything is important. I need the reader to read every word.” Well, that’s not going to happen, so if you’re saying everything is important, then nothing is important.

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

Casey Mank
Probably connect with me on LinkedIn, or you can email me casey@boldtype.us, and I love to get bad writing of the internet. So, if you are just, like, going about your day in your life, and you see something really poorly written online that’s public-facing, please send it to me. I can use it as befores and afters in my workshops.

Pete Mockaitis
And, Casey, I suppose we should’ve asked, what is Bold Type? And how can you help us?

Casey Mank
Oh, well, okay. Not the bottom line up front at all, huh? So, my company, Bold Type, as you might’ve guessed from everything we’ve talked about, teaches workplace writing skills. That’s the only type of training we do. We do workshops on plain language writing, obviously, email writing, how to edit your own writing, how to give other writers feedback on the writing that they have produced, how to be better at getting feedback on your writing, presentation, PowerPoint writings, and we do some executive coaching as people are moving into more writing-intensive roles at work and things like that as well.

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

Casey Mank
I do. For the next week or so, could you try to cut every email that you send in half? And I know that might sound hard, but think about if you’ve ever been asked to write a professional bio for whatever you’re doing, and someone says, “I need a 50-word bio,” and you have to, like, cut your bio down. After you’ve done that, it’s actually hard to go back to the longer bio because you realize, like, “I didn’t need all of this.” So, every email you send, can you take out about half the words? You probably can. That’s my challenge.

Pete Mockaitis
Good. Well, Casey, thank you. This has been a treat. I wish you much fun and good writing.

Casey Mank
Thanks so much, Pete. This was really fun.

828: How to Reach Your Epic Goals and Unlock Elite Performance with Bryan Gillette

By | Podcasts | No Comments

 

 

Performance expert Bryan Gillette reveals the foundational principles for epic achievement.

You’ll Learn:

  1. The five pillars of EPIC performance
  2. What you can learn from elite athletes to find your own peak performance
  3. How to quantify tricky goals 

About Bryan

Bryan Gillette knows what it is like to reach the peak as he has stood on the summits of many mountains and successfully completed many physically and mentally challenging ultra-distance endurance events. He’s reached several ‘summits’ in his career as well and before founding his own leadership consulting practice was the Vice President of Human Resource. Bryan has over 25 years of experience in Human Resources and Leadership and Organizational Development with executive-level responsibilities in small and large companies. His experience also includes consulting, speaking, coaching, and teaching all levels.  

Bryan is also a dedicated endurance athlete and has cycled across the United States, run 8-marathons back-to- back, and ridden his bicycle 300 miles in one day.  

When he is not traveling the world with his wife and two boys, he lives in the San Francisco Bay Area. 

Resources Mentioned

Bryan Gillette Interview Transcript

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

Bryan Gillette
Well, it’s nice to be on the show, Pete. It’s good to be here.

Pete Mockaitis
Well, I’m so excited to talk to you about epic performance and one epic achievement I have to ask about right away. So, you ran eight marathons back-to-back within a 76-hour window, sleeping for less than two hours during this feat. First of all, is that accurate?

Bryan Gillette
It is accurate. Yeah, it’s 205 miles around Lake Tahoe. So, Lake Tahoe is one of the premiere high-elevation lakes in the Sierra mountains, and there’s a 200-mile race around it.

Pete Mockaitis
Okay. So, you did that. Well, congratulations.

Bryan Gillette
Thank you.

Pete Mockaitis
That is astounding, almost unbelievable so I had to confirm that we’re getting the claim correct, first of all.

Bryan Gillette
You’ve got your information correct.

Pete Mockaitis
So, I guess we’re going to get into some of the core principles for how such epic achievements unfold. But, maybe for this specific tale, could you share with us a key thing you did before or during this event that you think made all the difference for you?

Bryan Gillette
There were a number of things, but if we just focus on one thing, it’s making sure I’m training well and I’m prepared. People often ask what’s the hardest part of running 200 miles, and they’ll think, “Oh, the hardest part is getting to the finish line.” In this case, the hardest part is getting to the start line. Getting to the start line prepared, getting to the start line healthy and injury-free. It’s the nine months leading up to an event like that that’s the hard part.

Pete Mockaitis
It only takes nine months to prep for that?

Bryan Gillette
Well, it takes a lot longer when I started. So, nine months prior to it, I had completed a 100-mile run in 24 hours so I was in pretty good shape when I started my training. So, for the nine months leading up to it, I started that in really good shape, so I started out with a really good base. And then I spent the next nine months really focusing on that one run.

Pete Mockaitis
Okay. Well, this is not a running or fitness podcast, but I just got to ask. How does one remain injury-free? Because it seems like I’ve always got something that acts up. Even when I start cranking about five miles every other day for a few months, something happens, “Oh, my IT band is doing whatever,” and it’s I’ll just like disappear for weeks or months. So, how is that even done?

Bryan Gillette
I wish I had the magic answer to that one and could clearly say, “This is how you stay injury-free.” I can tell you what I have done for all of my events, mainly all of my running events because I’m also a cyclist as well, is if all I did was run in order to prepare for the 200-mile run, I would not have been able to stay injury-free. So, I ran, I bicycled, and so I would mix it up a little bit.

And when I would notice something was starting to hurt, I would kind of assess, “What’s going on? Do I need a new a pair of shoes?” because you’re going through shoes quite quickly in something like that, and really understanding your body well. And I think it applies to everything. Do you understand kind of what’s working, what’s not working? How do you tweak things? And if you’ve got an injury, how do you stop and try to do something different so you don’t over-injure it even more?

Pete Mockaitis
Okay. Well, thank you. Well, now, let’s get into some broader lessons.

Bryan Gillette
All right.

Pete Mockaitis
Your book EPIC Performance: Lessons from 100 Executives and Endurance Athletes on Reaching Your Peak, ooh, that’s exactly the sort of thing we love to hear. There’s a lot of lessons but could you kick us off with a particularly shocking, surprising, fascinating, counterintuitive, dopamine-releasing discovery that you unearthed when you dug into this research quest?

Bryan Gillette
So, I spoke to a hundred people, and most of them were C-level folks, and about 75% were C-level folks, and then about 25% were ultra-distance endurance athletes, so somebody that has done an IRONMAN or equivalent, but people that…and, in many cases, the ultra-distance athletes were C-level folks.

Pete Mockaitis
And you don’t mean Cs in academic performance. You mean chief information officer, chief operating officer, chief executive officer.

Bryan Gillette
Yes.

Pete Mockaitis
Okay, I’m with you.

Bryan Gillette
Yes, thank you for clarifying that, Pete. Yeah, these were CIOs, CHROs, CEOs, all that C-level work. And what surprised me the most was how humble they were. These were some very accomplished people but I thought, at some point when I identified that I want to reach, talk to a hundred people, I thought, “How many people am I going to have to ask in order to get a hundred interviews?”

And what surprised me is I only had to ask a 102 people. Only two people said no and everybody else, was they were so willing to do it, spend the time. I spent a minimum of an hour with everybody, and it was something like, “Yeah, I’ll do it.” And when I would ask them, I’d start the interview, they would often start off and, it’s like, “Why are you interviewing me, Bryan?”

And it was that humbleness that really surprised me the most. But then the other thing along those lines was that all but two people said yes. If you don’t ask somebody, if you want something and you don’t ask, the answer is going to be no. But if at least you go out and ask, and that reinforced that concept even more in my head. If you at least ask, there’s a greater possibility of you getting a yes than if you don’t ask.

Pete Mockaitis
Well, now there’s maybe a whole another podcast episode here about cold outreach because I’m imagining you probably got a number of ghost replies as in no reply whatsoever as opposed to a clear no or a clear yes.

Bryan Gillette
Surprisingly, so when I went out to people, a bunch of the people I knew personally, and so I could call them up, I could send them an email, and they all responded. And then at the end of any interview, I would ask one question, it’s like, “Is there anybody else who you think I should talk to?” And they would say, “Oh, yeah, you got to talk to Marilyn.” I said, “Can you do make a connection with me? And here are some information you can send to her and make that connection,” and so, I didn’t get those ghosts.

So, I literally sent out 102 requests or called 102 people, and only the two people, of the two, one of them said, “There’s a lot of family issues I’m going through. Now is not the best time.” I said, “Okay, I get it.” And then the other person, I actually never heard from.

Pete Mockaitis
Okay. Well, that is mighty impressive. And then I suppose it’s also kind of fun. It was flattering, it was like, “I wanted to figure out how one becomes an epic high-performer like you,” so that’s just…

Bryan Gillette
I mean, I agree. I teach a graduate course at the university on leadership, and one of the things that often the students will come up and we’ll be talking about career and career advice, and they’re asking me questions. And what I’ll often tell them is, “Do some informational interviews. If you’re interested in, if you want to work in nonprofit, go out and do some informational interviews.”

And most people, when you say, “Hey, Pete, can I interview you on what it means to be a podcast host?” chances are you’re going to say yes because it is very flattering to the person. So, ask people, and it’s flattering to be asked, and chances are you’re going to get a yes.

Pete Mockaitis
Okay, cool. Now, onto EPIC performance. Let’s hear the scoop. What is kind of the core thesis, message, big idea we should take away from this?

Bryan Gillette
Yes. So, EPIC performance, there’s five behaviors of EPIC performance. And EPIC stands for, E is what are the big things in life you envision? How do you envision those things that you want to accomplish? Not just one or two years out, but three, four, or 30, 40 years out. That’s E as envision. P is, “How do you put a plan in place in order to accomplish those big ideas?

I is, “How do you iterate to that plan so you don’t start off running 200 miles, you don’t start off running a marathon?” You start off running two miles or four miles. You don’t start off at the CEO of a company. You start off a much lower level. So, that’s iterate, “How do you work your way up?” The C is, “How do you collaborate with somebody who’s done this before?”

So, if I wanted to start my own podcast, I’d call you up and say, “Pete, what does it take to start a podcast?” And then the last one is, “How do you go out and perform it?” That’s EPIC performance. So, the performance is, “How do you deal with the hard times? How do you you get from the start line to the finish line? How do you deal with those challenges?” And then, once you’ve accomplished, you’ve reached kind of that peak, how do you think about what’s next?

Pete Mockaitis
Okay. Well, could you share with us a story of someone who did just that in terms of pushing beyond their limits, achieving something epic, and, ideally, in the professional or work context? Kind of walk us through their steps and the result they saw.

Bryan Gillette
Yeah. So, I’ve an assessment where people can assess how well they are at the five different areas. And, generally, what I found is somebody is probably really good at two of the five areas, and they know how to compensate for the other ones. So, for example, there’s a gentleman I work with, he’s one of my clients, and he’s also the CEO of this fairly decent-sized economic development arm here in California.

And he is phenomenal at envisioning things, and he can see stuff, and he works really hard to go and kind of get it accomplished. He’s not necessarily the best person to put the plan together, and he’s not necessarily the best person to iterate, but he can collaborate well and he can perform well. And so, part of it is understanding, “Where are you good at?”

And so, as I was talking about the envision part and trying to understand, you know, part of envision is understanding your why, understanding your purpose and how you can see that future. And as he’s building this business, I asked him, I said, “How do you deal with the challenges? How are you able to kind of see that future and then overcome some of the many obstacles you’ve come with?”

And he talked about, he goes, “I’m very clear on my why. I’m very clear on the purpose,” and that’s what envision is. And I said, “Where does that come from?” He goes, “Part of what I want to do with this organization is I want to be able to build up the economic arm of these 15 to 20 cities that make up this region.”

“And the reason I want to do that is because when I was a kid, I saw my dad lose his job because the economy wasn’t doing well, and the city that we were in, it was depressed. I saw him lose his job and I saw him lose that luster for life, and I never want that to happen to me or to other kids, and so that’s why I know that why really well.”

And so, that’s what that envision is, knowing that why, knowing your purpose, and being able to kind of stay focused, so when it really does get hard, you can go back to those types of situations. So, that’s one example of when somebody really understand kind of that vision and their purpose.

Pete Mockaitis
Okay. Well, then let’s walk through the whole picture then. So, envision, plan, iterate, collaborate, performance. Can we hear a little bit about the definition and some best practices within them?

Bryan Gillette
Yeah. So, envision, it’s being able to think out. Most of the time, and when I work with companies, it’s thinking about one, two, three years out. And so, what I want people to do and kind of help people get to is, “How do you think in 10, 20, 30 years out?” a little bit further. And part of that is being clear, we just chatted about the vision part, being clear about that, being clear about what your purpose is, but then also looking out, “What do you want to accomplish in 30 years instead of just looking out a couple of years?”

And often what holds people back is we think, “Oh, I can’t think out 30 years because we can’t do that. And the problem is we can’t do that today.” So, the iterate part is, “What do you have to do in order to get to that point where you can drive to that bigger goal?” So, for example, if you just go back to our marathon example, you don’t start off running a marathon.

And so, a lot of people, if you ask them, “Hey, could you run a marathon?” they would say, “No, I can’t do it.” I was like, “Okay. So, what is it you could do today to move you closer to being able to run that marathon next year or the following year?” Well, today, you can run two miles or three miles. And then next week, maybe you can run four miles. So, that’s what the iterate is.

The plan is once you know what that long-term goal is, if it is to run the marathon, “What are the steps you need to put in place in order to get there?” And then the collaborate is, “Who are the different people? Who could you learn from?” Now, you think about a lot of times, people say, “Oh, what I’m doing, somebody has never done before.”

And I talked to a lot of CEOs who started up their own company, and they never said, “Oh, what I’m doing, somebody has never done before,” because somebody has started up their own company, somebody started up and done something in a similar space. It may not be exactly what you’re doing, but learn from what they did, learn from those people’s successes, learn from their failures.

And then, lastly, is the perform, how do you go out and you do it. And that’s all about how do you persevere through the difficult times. How do you stay focused on your goal is what you’re trying to do.

Pete Mockaitis
All right. Well, can we hear another example of a professional who achieved some awesome things, and walk us through each of those steps, how they envisioned, they planned, they iterated, they collaborated, they performed?

Bryan Gillette
So, another example on the professional side is there was a CEO who I was talking to, and early on in his career, kind of as he was coming out of college, one of the things that he wanted to do in life is he wanted to run a hunting lodge. And so, that was what he wanted his career to do.

And so, he started, and this is kind of that iterate side, he started to go out and work for hunting lodges. And as he was working for one, so it was hunting and fishing was kind of where his passions were. And so, he went and he was working for one company, and he knew that, “In order to do this, I’ve got get better at finance.” And the CEO of the company brought him in, got him involved in some of the financial aspects of the business, so he started to learn finance.

And then he started to learn kind of that customer, that front-of-the-house type of management, how do you manage the customers. So, he was building up those skills that were all going to be important when he ran his own hunting and fishing lodge. Now, what happened is he started to get into that, started to learn about finance, started to learn about marketing, started to learn about the customers and what their needs were, and he realized, “I didn’t really like managing the hunting or fishing lodges.”

Pete Mockaitis
All right.

Bryan Gillette
And so, he had to pivot a little bit, but still, hunting and fishing, really, fishing is at his core, so he figured out, “Okay, what do I have to do differently?” Then he went to work for a large fishing manufacturer, a large outdoor kind of company that focused on fishing equipment and fishing gear, and he worked his way up in different areas, in marketing and sales. And, eventually, he became the CEO of several well-known kind of outdoor apparel companies.

So, it starts off where you start off where it’s like, “My goal is I want to do something in my career around fishing,” because that’s what was his passion, and he got into it, and he realized, “I don’t like some of these aspects but I still want to stay in the industry,” and he kind of learned the different parts of what it took to run a business and, eventually, the CEO.

Pete Mockaitis
Okay, that’s cool. So, there I’m hearing the iterate loud and clear with regard to, “Oh, I guess this doesn’t quite exactly the thing,” in terms of when we look at the realities of that. I’m thinking about a lot of people in their careers, they think they want to do something and then they realized that, “Oh, the reality of that is actually different than what I imagined.” Like, law is an example, “Oh, I want to be in the courtroom like the TV shows, doing dramatic persuasion of a judge or a jury,” and then they realize, “Oh, shoot, most lawyers are primarily creating documents. Huh, well.”

Bryan Gillette
Right. It’s the iterate part of that, Pete, as well as the collaborate part of that. Because if you’re going to be…if you want to be a lawyer and you’re thinking about going into law school, go out and talk to a bunch of lawyers. There are different types of law. There’s family law, there’s business law, there’s contracts, and so there are differences there, so go out and talk to those people.

Pete Mockaitis
Absolutely.

Bryan Gillette
And so, you may not like litigation but maybe you like contract law. And so, understanding, and then that’s all what collaborate is, go out and talk to those people, “What do they like? What do they don’t like?” And it’s also talk to the people that were successful, but talk to the people who may have had some failures to understand what they did or what they didn’t do.

Pete Mockaitis
Okay. Well, I like these particular tips in terms of the do’s and don’ts when it comes to iterating and collaborating. Could you give us a few of those for each of the steps? What does great envisioning look, sound, feel like versus what are some common pitfalls and so forth within each of the steps?

Bryan Gillette
Yeah. So, great envisioning is you’re clear on what your purpose is. At the end of the day, you know what your purpose is. You’re also clear on what your values are. You’ve got to understand what’s important to you. Those people that know this, they know what’s important to them, they know where to say yes but they also know where to say no.

Great at envisioning is being able to put yourself into situations where you may be uncomfortable. And so, “How do you stretch yourself a little bit further?” is what you’re trying to accomplish. And one of the ways you know that is if you’re looking to try something new, does it make you nervous? It’s that nervous quotient I always like to focus on.

So, the way you know you’re thinking bigger, the way you know you’re pushing yourself, is because before you do it, you get nervous. And it’s not that nervous that stops you from doing anything. It’s that nervous that’s like, “Okay,” and you just kind of hold back a little bit, but, still, nervousness is a good indication that you’re stretching yourself.

Another key part of envisioning is, “Do you have some sort of strategy that allows you to write those big ideas down and you come back to that every once in a while?” So, I’m sure you’ve gotten, or your listeners have gotten ideas of, “Oh, I’d love to do X.” Do you have a place where you write that down and then maybe come back to it in a year, because maybe you’re not ready to do X?

I was talking to my kids the other day, and I said, “What are some of the things you want to do?” and one of my kids said, “I want to go on the Vomit Comet.” And if you’re not familiar with the Vomit Comet, it’s that airplane that goes up and it does a parabolic flight, and then for a short amount of time, you are experiencing weightlessness.

And I said, “Just write that down somewhere. You may not be able to do it today, but maybe in 10 years you can come back to it.” I keep a list of all the places that I want to go, all the places I want to travel. And every year, we go back and we look at that list. So, those are a couple of things for envision.

For plan, often we wait to put this big plan together before we get started, and I think the biggest thing is if you have this idea of something you want do that’s big, just do one thing no matter how small it is that moves you forward. Just do one thing in the next 72 hours, and that’s one of the things I’d encourage the guests to do. If there’s something big you’re thinking about, what one thing can you do in the next 72 hours that will move you forward with that idea? And then do something else.

We often wait to build the full-out plan before we get started, and you don’t have to. Just start moving forward now. And then, also, start to assess what obstacles and risks may be in your way. Look at the risks, write them down, figure out how you can break them down even smaller and understand that. One of the executives I talked to, he invests in a lot of the real estate in the San Francisco Bay Area where a million dollars is not going to buy you much of the house, so it’s really expensive, and at one point, he was 90% leveraged.

A lot of risks that he had going. And what he did is he took that risk and broke it down into smaller segments, and he kind of broke it down to, like, “What if I lose my job? What if I lose a tenant? Or, what if I need to do a major remodel?” He broke each of those down, or he broke those down into three components.

And that breaks the risk down into smaller components, and then you can break it down even further to understand, “Okay, how much risk is there? Where can I better manage?” Because when you think about the big picture, sometimes that’s daunting, but if you break it down into smaller chunks, you can manage it a little bit better.

With iterate, I always look at, “How do you practice with intention? How are you very focused on where you’re going to spend your time and where you’re not going to spend your time?” There was one of the executives I talked to, he’s a CHRO, so chief human resources officer, he’s also an IRONMAN, so he’s extremely busy, and he goes, “When I am looking to train for an event, I know I need about 11 hours out of the week because I can find 11 hours out of a week, and that means I have to say no to some things.”

And so, how are you looking at your calendar? How are you looking? Where are you spending your time and really assessing that, and then putting a plan in place that makes you very intentional on how you’re going to go about iterating to that? And how are you looking at data? What’s the data you need to know? If you’re doing a sports event, you’re probably looking at speed or time. If you’re looking at a business, then what are the financial data elements you ought to look at? And you don’t have to look at everything but find out those key datapoints that will indicate that you’re being successful, or indicate you’re moving in the right direction, and identify those.

With collaborate, find a few mentors, find a couple people that you can talk to, bounce ideas off, will push you. And I always like to ask folks, “Who are the mentors in your life? And do they offer a different perspective?” One of the assignments I have for folks in my class is I say, “Write down who are all the people, the mentors in your group, and then look at where they’re different. Are they different in gender? Are they different in ethnicity? Are they different in maybe marital preferences or sexual preferences? Are they different in some like business, some like education?”

Think about how different they are because you want to get different perspectives and learn from those different perspectives. And then, lastly, when we look at perform, is, “How are you really focusing on what your goal is?” And so, that takes you back to the envision, “Do you know what that goal is? Do you know what that peak is? And when the times get tough, how are you focusing on that goal and being very clear on what that goal is?”

Pete Mockaitis
And are there some best practices for refocusing on that goal?

Bryan Gillette
Yeah, it’s, first of all, you should have it written down somewhere. Have that goal written down where you can look at it, and constantly go back and evaluate, “Are we on track?” Now, I like to put some objectivity to a goal. When you think of it, we’ve often, most of us have probably heard the smart goals, “Is it specific? Is it measurable? Is it obtainable? Is it relevant? And is there time bound to it?”

And that helps put some objectiveness to your goals, and it also helps you to evaluate whether, “I’m on track or I’m not on track.” And so, the more objective, the more specific you can be with those goals, then it’s going to be easier to evaluate with whether you’re on track or you’re not on track.

Pete Mockaitis
Well, Bryan, I’d love to get your take on when it comes to objectification, quantification of goals. It seems that some are far easier to do than others with regard to sales, or finance, or wealth, or lifting weights, or achieving feats of distance, or speed. I’m curious if you have any pro tips on how we might go about objectifying, quantifying goals that can feel fuzzy at the start, like, “I want to be happier,” or healthier, or more energetic, or in a better mood, or more present.

I think these are aspirations many listeners have, and I’m motivated by quantification and seeing progress, for sure, but some goals fall into a tricky zone there. Have you seen some clever approaches to quantifying them?

Bryan Gillette
Well, I think you have to continue to ask that question. So, if you say, “I want to be happier,” the question I would pose is, “All right, what would happy look like for you? Because what happy looks like for you and what happy looks like for me are different. So, what would happy look like for you?” And continuing to ask kind of a question until you get to something that’s a quantifiable.

You know, I was talking to a client yesterday, and they want me to facilitate one of their executive retreats. And one of the questions I often ask is, “What would success look like? So, if we were highly successful in this retreat, what would it look like?” And often they’ll say something that’s a little bit fuzzy, and then I’ll kind of ask, “Okay, what would that look like?” So, take your example, so, what would, for you, what does happiness look like?

And it may be, “I come back from my job and, four days out of the week, I just feel jazzed.” And so, how you do put some objectivity to that situation, is really what we’re trying to do. So, let’s get the fuzziness out of it as much as you can.

Pete Mockaitis
Oh, yes. Well, I’d love to play with that demonstration a little bit more. So, four to five days, we feel jazzed, I think, so, we have a number four out of five, a fraction, 80%. Cool. So, then how do we put that into the system with regard to further eliminating fuzziness and getting numbers? Like, I suppose we have to define jazzed.

Bryan Gillette
You do.

Pete Mockaitis
Lay it on us, Bryan. What does jazzed mean in this example?

Bryan Gillette
Yeah, and that would be the question I’d ask. So, what would ‘jazzed’ look like? We know when we come home whether we’ve had a good day or a bad day. And it could be just as easy as, all right, when you come home from work, because there are some people that they want to…we’re going to put a quantity to everything.

And some people that, “You don’t have to have actually a number of 3.67,” but when you come home from work, can you check off that this was a good day, this was a great day, this was a bad day? And just put in a check mark on a whiteboard, on a piece of paper that said, “Great day!” And then the next day you come home, it’s like, “Eh, this was a good day. Good day.”

And so, if part of your goal is, “I want four of the five days to be great,” then what I would do is like, “Okay, for how long? Let’s see, first of all, where are we? Right now, let’s look over the next couple of weeks, and where are you now?” If that’s what’s important to you, just track it. And then, so look, after doing it a couple of weeks, and you find out that, “You know, right now, I come home and only three of the days, or only two of the days I can mark off as a great day. Okay, what’s going to get us to mark off three days? What do we have to do differently? What do you have to do in your job?”

So, it’s really, you have to, when you find a fuzzy word, ask yourself, “What could make it less fuzzy?” And how do you further kind of de-fuzzify that word?

Pete Mockaitis
Okay. Well, now, I want to get your take on when it comes to EPIC. Some might think about hustling, working super hard, digging deep, pushing it. How do we think about the exerting effort versus resting domain of this? Can we overdo it? And what are the telltale signs that we might be overdoing it or some rules of thumb, safety guidelines, to say, “Oh, watch out. This might be too much”?

Bryan Gillette
Can we overdo it? Yeah, we can overdo it.

Pete Mockaitis
All right.

Bryan Gillette
It goes back to kind of what your values are. There are times in my life where it’s like, “Okay.” I’m a cyclist at my core, and, “Okay, I did a hundred miles. Now, let’s do 200 miles. Now, let’s do 300 miles.” And you can continue to push it. And you have to understand, “Is that what you’re trying to do?” And for a period of time, that’s what I was trying to do.

You have to get to the point where you understand where some of your limits are. And what I often say is you can probably go a little bit further if you want to go a little bit further. So, if we go back and use that marathon example, there’s a lot of people that will say, “I could never run a marathon.” And my view is, “Do you want to run the marathon?” Because if you say yes, then I’m going to argue, “You probably could.” If you say no, then I’m going to say, “Don’t do it and go find out what you want to do.”

So, it’s being able to get to that point to understand kind of what is it that you really want to do, what’s most important to you. I don’t know that I’ve got a great answer on, “How do you know when you’re pushing it too far?” On sports, it’s much easier. On work, “Are you succeeding in what you’re doing? Or, are you failing? And if you’re consistently failing, maybe you need to kind of back off a little bit and really assess that. And then, all right, maybe you kind of go back and iterate at a lower level.”

Pete Mockaitis
Okay. Well, now what is it for sports? I’m imagining you’re going to drop some, “Well, when your heart rate variability drops by over 31%…” like, what is it on the sports domain?

Bryan Gillette
No, I think if you find yourself injured.

Pete Mockaitis
Oh, there you go.

Bryan Gillette
I mean, we talked about that earlier. If you find yourself, you’re injured too much, then you’re pushing it too hard and you have to go back and reevaluate what’s going on. If you find yourself in a hospital, you’ve probably gone too far. How do you learn from that one?

Pete Mockaitis
“Call Bryan Gillette.” Okay. Well, any other guidelines? So, failing a lot, hospitalization, injuries, too far. Anything else?

Bryan Gillette
Well, it goes back to understanding to what is your criteria for success. And do you have those three or four measurable criteria that’s going to show you’re driving forward? And if you’re consistently not getting to that point, then you have to figure out, “Why am I not getting to that point?” And then kind of reevaluate what you need to do differently, or maybe you need to lower the bar, or you need to adjust some things.

So, I do think it’s good to have some data elements, and you don’t have to have a hundred, but what are three, four, five things you’re working at? And even as former vice president in the human resources, and it’s hard to measure success, people often have a challenge, “How do you measure success on the HR side?” And there were times we would measure turnover, and there were times we wouldn’t measure turnover, depending on what was important at the course of the maturity of the business or what we were trying to accomplish.

There were times when we would measure leadership, and we’d had to define what that look like. And so, again, it goes back to figuring out, “What are those measurable things that you see as success?” So, if I were to ask you, “What does success look like?” I’m going to continue to ask until we can get to something that is we can hold in our hands and is a little bit measurable.

Pete Mockaitis
All right. Thank you. Any particularly clever measurements you’ve seen in your day?

Bryan Gillette
One of them was it was a woman I was talking to, and she wanted to work for a highly successful kind of growth company, and she wanted to be seen as the key leader, this is in human resources. She wanted to be seen as a respected leader in the human resources for that company, and she put a measurement of, “Being able to work for a company where I could be involved in ringing the bell at one of the stock exchanges,” whether it’s NASDAQ or New York Stock Exchange.

And it wasn’t because she wanted to ring the bell, but it showed that she was working for the type of company, she was seen by the executives as the type of person that she wanted to be. And so, I just loved that. That’s what her measurement was. It’s like, “Okay, I’m ringing the bell at the New York Stock Exchange.”

Pete Mockaitis
I really do appreciate that example because we take something fuzzy, “What do you mean by like a high-growth or cool company?” “Oh, okay, the kind that goes public. All right.” And then, “What do you mean by a key leader?” Like, you’re in, I’m thinking about the pictures I’ve seen in this, that you don’t get 80 people up there during the bell, it’s a smaller crew. So, I think that’s a cool example of going from fuzzy to un-fuzzy. And it sounds like, Bryan, that could take some real reflective time and not something you might be able to come up within five or ten minutes. Is that fair to say?

Bryan Gillette
It’s very fair, Pete. And it’s also not something that’s going to happen overnight. She had been working at that for years in order to do that. And it takes her to realize it, okay, when she went from one company to the other, it’s like, “All right, I was working at this public company, chances are I’m not going to be ringing the bell anytime soon.” And so, it starts to identify what’s important to her, the type of company she should focus on, so that was one that I really liked.

Another one that I liked that is less work-related but it was a colleague of mine who wants to hike all of the 14,000-foot peaks in Colorado. And I forget how many there are. And so, he has a picture of all of the peaks, kind of on his wall, and so it’s got a listing of all the peaks. And every time he hikes one, he’ll go and he’ll put a pin in each of the peaks. And so, it’s a visual representation that sits on his wall above his desk, and he can look up and see, “Okay, I’ve done 10 so far,” “I’ve done 11 so far.”

So, that’s another important thing, is, “How do you make your goal somewhat a visual representation so you see it every time you walk in your office, or walk in the room, whatever it is?” One of the examples I had is I wanted to travel around the world, and I wanted to take an extended period of time off, and so I bought this world map, I put it up on my wall, and it was one where I could write on with a dry erase pen.

And so, I would circle countries I was interested in, so every time I walked into my office, I would see that map and it would remind me of what my bigger goal was. And so, how do you have some visual representation of what that goal is that makes it really easy and it reminds you every single day?

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

Bryan Gillette
No, I’m looking forward to the favorite things.

Pete Mockaitis
All right. Well, can you tell us a favorite quote, something you find inspiring?

Bryan Gillette
Yeah, one of my favorite quotes is, “There’s nothing more rewarding than completing something you were too crazy to start in the first place.”

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

Bryan Gillette
I like reading about how people push themselves, whether it’s the study of the brain. I just read an article called “Train your brain to make you faster,” and it was in a swimming magazine. And it’s how do you stress the brain out in normal times so when you are going and doing something, your brain is prepared for that stress. And they were talking about swimming but it also talks about in the corporate world as well.

Pete Mockaitis
Okay. Now, Bryan, I have to ask, how does one stress one’s brain? The first thing that came to mind was Wim Hof breathing. That’s insane and fun. But what do they recommend?

Bryan Gillette
Well, there are different puzzles that you’re kind of doing while you’re working on something.

Pete Mockaitis
Oh, okay.

Bryan Gillette
So, if you’re working on one thing, you’ve got these puzzles that you’re trying to test your brain in, and so that forces you to use your brain while doing something else. So, that’s one way you just stress the brain out a little bit.

Pete Mockaitis
So, I’m thinking about chess checkmate in three puzzles while also running or walking briskly at an inclined on a treadmill. Is that the kind of idea we’re talking here?

Bryan Gillette
Yeah, could be.

Pete Mockaitis
Okay. All right.

Bryan Gillette
Yeah, good example.

Pete Mockaitis
And how about a favorite book?

Bryan Gillette
I love autobiographies or biographies. So, I think three books that came to mind, and I know you asked for a favorite book, but I love Endurance, which is the Shackleton story. Ernest Shackleton went down to Antarctica. Unbroken, which is about Louis Zamperini’s story, Laura Hillenbrand is the author. He’s a World War II veteran. And then, most recently, Liftoff, which is about Elon Musk. A lot of people that can complain about him but he’s wicked smart. And so, it’s how he was able to build up SpaceX.

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

Bryan Gillette
A favorite tool. I was thinking more of a habit. I think one of the tools that I use, I use OneNote all the time. Microsoft OneNote just to track ideas, keep track of conversations I’ve had. And, realistically, I have a bucket list that I keep on OneNote, and I go back and use it all the time.

Pete Mockaitis
Okay. And a favorite habit?

Bryan Gillette
A favorite habit? So, this is not work-related but every time my wife and I go somewhere, where if she’s going off to the store and I’m staying home or we split apart, we always kiss each other. And it just keeps us together.

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

Bryan Gillette
Yeah, one of the things I often hear is we don’t all deserve a trophy. And there’s this view that everybody deserves a trophy, and I’m not of the view that we all deserve a trophy in everything. But find those things that you’re good enough to deserve a trophy.

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

Bryan Gillette
So, they can go to my website, they can to EpicPerformances.com. They can go on LinkedIn and connect up with me, but EpicPerformances.com is probably the best way.

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

Bryan Gillette
Yeah. So, I do have the EPIC Performance assessment where if you go to EpicPerformances.com, there is an assessment, and you can evaluate how well you do each of the five different behaviors: envision, plan, iterate, collaborate, and perform. And if they type in…so they go to the assessment, and you can do it for free. It’s going to ask you for a company code, just type in AWESOME, and that will be the company code that allow you, it’ll generate some results. Send it to me and I will send you back your report.

Pete Mockaitis
Oh, cool. Thank you. All right. Well, Bryan, this has been a treat. I wish you lots of fun and epic performances.

Bryan Gillette
I appreciate you having me on the show, Pete.

827: How to Make the Most of Conflict with Liane Davey

By | Podcasts | No Comments

 

 

Liane Davey discusses how to ease the friction of conflict to make way for more productive conversations.

You’ll Learn:

  1. Why facts won’t solve a conflict—and what will
  2. How to productively respond to harsh criticism
  3. What most people get wrong about feedback

About Liane

Liane Davey is a New York Times Bestselling author. Her most recent book is The Good Fight: Use Productive Conflict to Get Your Team and Your Organization Back on Track. She is a contributor to the Harvard Business Review and is called on by the media for her leadership, team effectiveness, and productivity expertise. As the co-founder of 3COze Inc., she has companies such as Amazon, RBC, Walmart, UNICEF, 3M, and SONY. Liane has a Ph.D. in Organizational Psychology. 

Resources Mentioned

Liane Davey Interview Transcript

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

Liane Davey
Thanks, Pete. I’m pretty excited to be here.

Pete Mockaitis
Well, I’m excited to talk about your wisdom when it comes to conflict, and your work The Good Fight: Use Productive Conflict to Get Your Team and Organization Back on Track. This is a weird segue, but one time I had a consulting project where we had to get one of the world’s largest bakeries, a huge factory for cookies and crackers back on track. And I learned that you have a special love for factories. What’s the story here?

Liane Davey
Since I was a little kid, I used to watch this television show that they did factory tours of things like how do they make crayons, and that one has really stuck with me for 48 years, I think. And so, I just developed this lifelong fascination of how factories work. And not only do I watch the shows on TV, but now every chance I get, I will tour a factory.

And I have also been to a large industrial bakery and watched them make chocolate lava cakes. I have been to the factory where they make Ed shaving cream and Glade candles. And the best one, of course, the Mars chocolate bar factory. So, it’s just I love how the machines work. Industrial engineering just gets me really excited. I didn’t have any of the skills to study it or do it professionally, so I just hop on as a spectator whenever I can.

Pete Mockaitis
Well, that’s fun. And what’s the name of the show?

Liane Davey
So, “How It’s Made,” oh, when I was a little kid, it was called “Polka Dot Door.”

Pete Mockaitis
Okay.

Liane Davey
And I’m in Toronto, it was a local show here in Toronto. It was wonderful. They used to go through the polka dot in the door and open up to a video of a factory, but then “How It’s Made” as all of the mega machine type shows and extreme construction. There’s lots of them now, very popular.

Pete Mockaitis
Oh, that is fun. I heard, I believe it was the I Love Marketing podcast, one of their hosts suggested that it’s a good exercise for marketing and business folks because it just gets…I don’t know, I find, I’ve only done it, like, four times, but I found when I did, there’s a bit of kind of like awe and inspiration that gets my mind noodling on, “Well, huh, what’s my podcast? How does that get baked? Where are the stuff? What are my bottlenecks? What can we improve?”

Liane Davey
When I learned that I wasn’t going to be good at engineering or building it, I started to think about the modern economy and what’s the equivalent of a factory or a machine in the modern economy. And, of course, the answer is it’s a team. In knowledge work, the team is the machine, and so I was like, “Oh, I can do psychology, that comes naturally.” So, that’s where I kind of still think of it as machinery, in a sense, but it’s just human machinery.

Pete Mockaitis
Yes. Well, Liane, you did the work of the trick of the segue for me because let’s talk about these machines, and sometimes things are not quite functioning properly in the realm of conflict. Could you share with us, what do most people get wrong about conflict? Or, what have you found supremely surprising and fascinating and counterintuitive in terms of your discoveries within this topic?

Liane Davey
Yup, teams don’t have enough conflict.

Pete Mockaitis
Okay, not enough. I’ve heard that before. I think it was Pat Lencioni who mentioned it on the show. Please unpack that for us.

Liane Davey
Yes. So, conflict, which let me just define it because I think when there’s wars raging in the world and COVID mask-wearing fights on Facebook and everything else, I think conflict has got a bad rap, but conflict is just the struggle between incompatible or opposing needs, wishes, and demands. And by 10:00 o’clock every morning, if you work in an organization, you’ve faced many struggles between incompatible and opposing needs, wishes, and demands.

So, if we’re going to take a limited number of resources, a limited number of hours in the day, people who are overtaxed and overworked, and decide what’s the most valuable thing we can do be doing with their time, that’s going to require conflict because there are many things competing for their time and attention.

If we’re going to look at a plan and not just rubber stamp it but look at what are some of the assumptions, what are some of the risks, that takes conflict. If we’re going to give somebody feedback, that the way their work landed with us, or the way their behavior landed with us, is causing problems, that’s going to require conflict.

So, all day, every day, conflict is important, critical, to healthy organizations. And so, that’s what people are most surprised about. So, what we get wrong is that, as humans, we tend to run from conflict, particularly with our own groups. We believe that having conflict with those people is going to get us voted off the island, in some sense, and so we have far too little productive conflict.

And then we can also talk about, on the other hand, we tend to have far too much unhealthy, unproductive, harmful conflicts. So, we’re getting it wrong, we have too little of what I call tension, which is the kind of conflict that stretches us, and helps us grow and learn and optimize solutions, and we have too much friction, which is the kind of conflict that is about not listening, not budging, not learning that wears us down.

Pete Mockaitis
That’s very beautiful, Liane, the tension versus friction. Maybe it’s I don’t get enough kinesthetic metaphors in my life.

Liane Davey
So, the metaphor, if you want to take it further, so what I say is I use the word conflict, even though a lot of people ask me not to, I use it because I don’t ever want folks to have the expectation that it’s not going to be uncomfortable. It is uncomfortable. Even the healthiest most productive conflict is uncomfortable. But I always say tension is uncomfortable like yoga.

Pete Mockaitis
Yes, I was thinking weightlifting.

Liane Davey
Yeah, yeah. Yeah, that one as well, right? But in both cases, weightlifting and yoga, the stretch of that tension is constructive. It builds muscle. It enhances flexibility. It makes us better. But, on the other hand, friction, if you want to play with the metaphor there, is like getting a blister. And there is nothing good to be said for a blister. It is that chaffing, agonizing, red raw kind of feeling. So, we want more tension, more that yoga-weightlifting stretch, and we want less friction.

Pete Mockaitis
Well, Liane, I’d love it if you could zoom in and make this extra clear and real for us in terms of sharing a case study or success story of a team or a professional who had a whole lot of friction and how they converted that into useful tension.

Liane Davey
Yeah, absolutely. I’m working with a team right now where issues have built up, and what I refer to as conflict debt. So, just as we can get into debt by sort of charging things we can’t afford to our credit card, we get into conflict debt by just deciding we don’t have the energy or the time to address issues, and we just put them aside. And, unfortunately, the interest compounds, and we get ourselves into bigger and bigger trouble as that conflict debt piles up in a team.

So, I’m working with a team that’s in a considerable amount of conflict debt, and there’s a lot of friction. And the friction is being experienced as, “They’re arrogant. They don’t empathize,” and it’s all coming out as things that are very subjective. The behavior has now got to a point where “I’m not even responding to their emails. I don’t even want to talk to them.” And so, we’ve reached this stalemate where that’s where I got involved.

And so, the work is to say, “There is tension in here. There is something uncomfortable that we need to talk about, get into the open, so that we can do a better job of understanding the realities and the constraints for everybody involved.” But the problem right now is there’s no chance to resolve the tensions or kind of come up with a solution that optimizes because everyone is experiencing it as friction.

And so, one of the things that you can do is really take the way that you’re feeling. And so, if you’re feeling that is someone is arrogant, that’s a judgment. And arrogance is probably more about how you’re experiencing the other person’s behavior than about what the other person is intending. So, the first thing to do is to just notice that you’re making a judgment, and it’s not real or objective. It’s true that it’s your judgment, and so we don’t want to invalidate it, but we want to start by kind of saying, “What is making me feel that they’re arrogant? What is it that I’m seeing or hearing, or not seeing or hearing, that is leading me to that conclusion?”

And as a very first step, just interrogate your own judgments because those judgments are going to be a big, big source of friction. Once you can kind of interrogate the judgment, you want to, again, not invalidate it, not tell yourself that “I’m not allowed to feel that way” but, instead, to try and translate it into, “Okay, if I wanted to communicate that to the other person in hopes of changing the interaction, how can I say it in a way that is either useful feedback so I could determine what’s their behavior and how am I reacting to it?”

So, I could say something like, “When, in the last three decisions we’ve made, we’ve gone with your recommendation over my recommendation, I feel like my ideas aren’t valuable. I feel like they’re not getting a fair shake.” So, we can sort of take what was judgment about arrogance and translate it into behaviors, “You selecting your ideas over mine, or somebody else’s over mine.”

Or, we can make a request. We can say, “What I would really love is if when you go with a decision other than the one I recommended, could you help all of us understand how you took my input, how you used it, how you mitigated the risks that I mentioned, even if we’re going with the other decision?” So, that’s really a big thing.

When you have friction, when you get into a hole, when you get into that conflict debt, you’ll tend to have a lot of judgment about other people. So, listen to it, interrogate it, and then translate it into something that is constructive, something that is positive tension and move forward from there.

Pete Mockaitis
Well, as I put myself into that situation, I’m imagining the person on the other side saying something you really don’t want to hear, which may be the unpleasant truth, which is, “Well, the input that you have provided historically has been inaccurate and risky,” and I guess, here, we’re doing some more labeling or judging.

Liane Davey
That is what’s most likely to happen, right, so keep going, keep roleplaying that and I’ll answer it.

Pete Mockaitis
Okay. “Well, Liane, I appreciate you being able to articulate this to me. I guess the challenge we’re facing is that in those three examples that we’ve explored there, your input was inaccurate, and risky, and showed a basic lack of understanding about the core issues that we’re dealing with here.”

Liane Davey
“Wow, that’s pretty unpleasant to hear, a lack of understanding, and risky. That’s certainly not my intention. What do you see as the things I wasn’t paying enough attention to? Or, what else do you think I need to understand to be in a position to offer more valuable advice or suggestions in the future?” So, what you want to do is not allow people to throw judgment back at you.

Pete Mockaitis
Okay.

Liane Davey
So, I do think it’s the way you roleplayed it is very true. People will often say “Well, you were risky, or ill-informed, or…” that’s what they’ll give you, so be prepared for that. But the key thing in that situation, so what I was trying to show is it’s okay to say that that just felt like a sucker punch. It’s okay to be human.

Pete Mockaitis
Yeah. And I’m sorry, Liane. Even though it was a roleplay, it felt hard saying it.

Liane Davey
Right. And so, it’s okay to say, “That’s really hard to hear. Like, I’ve never had that feedback before.” So, it’s okay to react for a moment, to just buy yourself a little time, or even, with some folks, I just recommend don’t even worry about getting a lot of words out. Just say something like, “Ow,” and then give yourself a moment to then say, “Okay.”

And you can either, in the moment, say, “What does risky look like? Could you share with me what I was missing, what made my recommendations risky? Or, what else do you think I need to understand, or learn, or appreciate to…” and so you can go right after then. Or, you can say, “Ow,” and say, “I’m going to need to reflect on that for a bit. Can I follow up with you on this later? Or, could I ask that we have another time where you help me understand what risky looks like and what it means, and where we go from here?”

So, first of all, don’t let someone judge you. I think that’s a key piece of advice. Make them do the hard work of giving you something objective because you did the hard work to be objective with them. And then don’t be afraid to let people know that you are human and it can be hurtful when somebody judges you.

And then, finally, lead on whether you would like to have that conversation now, or whether you need a little bit of time, but do come back to a place where you can find out both what happened that didn’t work the first time, and what could look differently so that it goes better the next time.

Pete Mockaitis
That’s really excellent. And as I’m imagining the conversation playing out, I guess you’ll realize that, again, doing more labeling and judging, it’s like, there’s a chance, I imagine it’s slim, Liane, maybe you’ve got the data, that you are dealing with just a full-on sociopath or a total jerkface who just has no…

Liane Davey
Five percent.

Pete Mockaitis
All right, 5% – who has little regard for your feelings or whatever. But I guess, more likely, you’ll hear something which is useful or on its way to being useful in terms of, “Well, Liane, you failed to consider just how sensitive issues X, Y, and Z are for stakeholders A, B, and C. And those are really hot-button issues, and it’s pretty cavalier to just mention them in this flippant context which could really set them off and make our team look bad.” And it’s like, “Oh, I had no idea that those were hot-button issues for those stakeholders, and now I know.”

Or, it’s like, “Your proposals seem to overlook the fundamental fact that a key part of our valuation is the Wall Street perception of blah, blah, blah, blah, blah.” It’s like, “Oh, you’re right. I thought all that mattered was cashflow or profitability.” Like, “Okay, hmm.” So, that could, indeed, unlock some insight, or often that’s a problem with feedback is that it remains into this fuzzy land in terms of…

Liane Davey
Right, it’s not feedback.

Pete Mockaitis
“You just need to be more of a team player, Liane.”

Liane Davey
Right. So, let’s stop on feedback for a moment because I feel really passionately about this one. What the vast majority of people called giving feedback is actually making evaluations. It’s not feedback at all. So, feedback, true feedback is to give the other person new insight about how their behavior is impacting you. So, I could say, “Hey, Pete, when you sent me information to prepare for this conversation,” so that’s totally objective. It’s immediate.

Pete Mockaitis
That happened. For the record.

Liane Davey
I say, “I felt like you really take this podcast seriously, like I was excited to be on a podcast that is so professional.” That’s feedback. So, the feedback is not novel information about you or your behavior. It’s novel information about me or the impact of your behavior. And what we do most of the time is we just walk around flinging in judgment at people. And in this case, it’s positive and so people think it’s okay, “Hey, Pete, you’re so professional.”

Pete Mockaitis
Hey, you’re right, I don’t mind that at all.

Liane Davey
Right. But I encourage people, I call that praise. It is unconstructive positive messages. And I encourage people to practice on the positive because if you practice on the positive and get it wrong, you’re not going to get in much trouble. When you move to the more constructive or negative feedback, it becomes more dangerous and higher stakes, so you want to practice on the positive.

But what you’re doing is when you’re giving somebody feedback, if you tell them what they think, if you tell them how they feel, if you tell them who they are, that denies somebody’s personal sovereignty and it’s likely to lead to a really unhealthy conflict. It’s not going anywhere good. If you describe their behavior as objectively as possible in a way that you go, “You’re right, I did send a four-page document about how to be prepared for this podcast.”

You’re going to be nodding and saying yes, and then so I might’ve given you it as constructive feedback, “I was pretty overwhelmed, I was nervous that I’m not ready to be on this podcast, or I’m not good enough.” I could’ve given it as constructive. But, again, the key thing is that your behavior is not something you’re going to debate or disagree with in my feedback. What you’re going to be surprised by and learn from is, “Oh, I didn’t intend to intimidate a guest. I was trying to help you feel prepared.”

So, getting feedback right and actually delivering feedback, giving people the gift of candor, what I would say is candor, for me, is me being willing to be uncomfortable for your benefit. So, it’s uncomfortable if I had…it’s, of course, not true because I felt very positively about the preparation for the podcast, but if I had felt intimidated, being vulnerable and saying, “That was intimidating,” opens me up to saying, “I’m not as professional as your other guests.”

Pete Mockaitis
“You’re not committed. You’re not willing to do the work, Liane.”

Liane Davey
Right. So, candor is me being willing to be personally uncomfortable for your benefit. But I’d like you to know, just in case there are other guests in the future, or in case your intent was not to intimidate the guests, or those sorts of things. So, if we could just get that one thing fixed up, if we could start giving proper feedback, and stop evaluating and judging, like feedback most of the time is just evaluation and judgment in sheep’s clothing. So, if we could stop that, we would deal with a lot of the friction that’s going on at the moment.

Pete Mockaitis
Huh, Liane, this is a lot of good insightful stuff. And I’m thinking about that notion of, in my consulting brain sees a two-by-two matrix, in terms of constructive-unconstructive, like, “You’re very professional.” It’s like that feels good but it doesn’t help me. And now I’m thinking about Russ Laraway who talks about continue coaching is like praise or comparable.

And so, I guess, the constructive point might be just something like, “Hey, I really recommend you make sure you keep doing that. Like, if you switch calendar software providers, make sure people still get that thing because it’s so good.”

Liane Davey
Right. Right.

Pete Mockaitis
It’s like, “Okay, I’ll keep that in mind.”

Liane Davey
Yeah, exactly. Or, I could ask a question, like, “What’s one new insight you’ve had in the last month and not incorporated into the document yet?”

Pete Mockaitis
Oh, sure, yeah.

Liane Davey
I could ask you something like that to help you more deeply process something you’re doing well. So, yeah, the two-by-two is, “Is it constructive or unconstructive?” And, “Is it behavior I want you to do more of or do less of?” So, that would be what people tend to call positive or negative feedback but I don’t like that term but it’s, “Do I want more of the behavior?” so coaching forward. Or, “Do I want less of the behavior?” and so that’s the two-by-two.

So, praise is everywhere. So, praise like, “Good job.” And if you want a fun research tidbit, Dr. Nick Morgan, so, yeah, Nick is a great friend, and Nick cited some research, so I’m going to get the stats wrong. But it’s something like 60% of folks who receive a text or an email or a comment that’s just “Good job,” about 60% of them interpret that as sarcasm. So, you think you’re praising someone, you think you’re being nice, and they’re like, “Oh, oh, well, fine,” they experience it as sarcasm.

So, that’s all the more reason to not praise people, which is that unconstructive, “I want more of this,” and instead to go to the effort that we’re talking about of giving positive feedback, “So, when you sent out that document, I felt so prepared, I felt confident signing on today, I’m really interested. Are there any new things you’ve realized that you haven’t added to the document yet?”

Handing that baton back to you to process it a little bit more deeply, one of the things that’s good about that is lots of people don’t like getting that positive feedback. They’re a little squeamish or awkward or uncomfortable about it, so they just kind of let it kind of float away. So, by asking you a question, like, “What’s one insight you haven’t incorporated yet?” it forces you to process that positive feedback to work with it, to internalize it a little more so it makes it stickier.

On the behavior we’re trying to get less of, asking the question is really…so, in the case of, where we’re talking about being less arrogant, saying something like, “How do you want to be perceived by your colleagues in operations?” would be a way of forcing the person to process, “Oh, okay, if you’re telling me that the way this lands as I’m smarter than everybody else, processing the question of ‘How do I want to be perceived’ forces me to work with that information,’” again, making it stickier.

So, yeah, so the great pieces of good feedback are sort of orient the person to the situation, describe their behavior, then give them an insight about you, and then pivot the conversation to processing it more deeply, and, “What am I going to do with that information?”

Pete Mockaitis
Well, so much good stuff, Liane. Well, I’ve got all these questions I want to ask, like, how do we work to the emotion of conflict? And it sounds like we hit it right there. But were there more?

Liane Davey
Oh, yeah. Yeah.

Pete Mockaitis
Oh, boy. Okay.

Liane Davey
Oh, yes. Okay, emotion is a big, big, big, big, big important topic for me. We’re not good at it and a lot of our conflict debt is because we don’t want to broach the topic because we fear triggering an emotional reaction, and sometimes that’s a very positive thing, it’s like, “I don’t want to hurt these people. I care about them,” and sometimes it’s a bit of a selfish thing, “I don’t want them to not like me anymore,” or, “I don’t want them to yell at me because that would scare me.”

So, one of the things we need to understand is that, I say this all the time, facts don’t solve fights. Period. And if wearing masks debated on Facebook is not the perfect evidence that facts don’t solve fights, I don’t know what is. But you coming up with some examples of where two people were wearing masks and they both got COVID, and, therefore, isn’t it clear that masks don’t work. And me posting back some article from science magazine showing respiratory droplets, you know, nobody is changing their mind based on that fight with facts.

Instead, we need to understand that fights are about values and beliefs and things that matter. And so, emotions are simply clues that we…I always talk about this. If the dragon starts to breathe fire, you know it’s protecting treasure. So, facts are just the wall of the castle, they’re very unimportant. But if the dragon is breathing fire, yelling, crying, getting angry, pounding the table, then that’s your clue, emotions are very, very helpful clue, that there is something going wrong that there is a value that they hold dear that feels at risk, feels threatened, and that’s why you’re getting the fight that you’re getting.

So, emotions are one of the most important datasets we get in organizations, and emotions don’t always come out as yelling or tears. One way emotions often come out is people start to dial up their language. So, all of a sudden, their sentences are including, “You always…” and, “We never…” and, “Every single…” we start to use absolutes, we start to see sarcasm pop in to people’s comments.

So, all of these things, whether it be tears or sarcasm or any of these other examples, are just signs that there’s emotion present, which means there are values at play in this conversation. And so, trying to put more facts or try to take facts out of the brick wall is not going to help. What you need to do is try and get the brave knight to lower the drawbridge so you can come in and you can find out what’s actually going on.

So, I think emotions are…and a different metaphor, if you don’t like the fire-breathing dragon metaphor, a different metaphor is emotions in the workplace are a lot like pain, not something you want very often but very useful if there’s an injury because they tell you to slow down and stop and pay attention, and it gives you the opportunity to figure out what’s actually going wrong.

So, I find we treat emotions as something to push through as quickly as we can, to suppress, to invalidate, to just say, “Well, this is business, not personal,” or, “Suck it up, buttercup,” when emotions are one of the most valuable datasets that we have in an organization, and it’s so important that we use those data to figure out what is this fight actually about.

Pete Mockaitis
And so, when we talk about values, well, I’ve seen long list of values, and I guess I’m also thinking about fundamental human needs in my head is Marshall Rosenberg’s Nonviolent Communication talking about, “I felt like my need for respect wasn’t being met and so I felt angry.” And so, when you say values, are you thinking about a short list on a menu, or are you thinking about it could be hundreds of things?

Liane Davey
Yeah, I think it can be hundreds of things. So, I was working with an organization, a high-tech computer organization, and we were debating about whether they needed to do a layoff or not. And the CEO was advocating pretty strongly against it, while the general manager of the unit that was in the red was advocating pretty strongly for it, and they really…there was a lot of friction. It wasn’t a constructive conversation.

And so, one of the ways to get values on the table in business is to ask the question, “Okay, what are the criteria for making a good decision here? Because it’s kind of cold, and people think that’s an okay thing to say in the world, where, “What do you value?” just doesn’t feel like…” So, when I said that, the general manager said, “Well, I really value performance. I am here on behalf of the shareholders to make sure this business is profitable, and I wear that responsibility very heavily.”

And then the CEO, interestingly, said, “Well, you know what, for me, I feel like tech companies have mojo, and if you lose that mojo, that’s worth more than a couple of quarters in the red. You don’t get it back, and so I’m thinking about that.” And so, those…

Pete Mockaitis
Now, Liane, if I could time out for just a moment.

Liane Davey
Yeah.

Pete Mockaitis
Mojo could be defined a few ways. Could you unpack that a smidge?

Liane Davey
Yeah, absolutely. So, Silicon Valley companies, and actually this is a great time to be saying that, their valuations, both in the stock market but also in the eyes of potential employees or users, they are often quite disconnected from reality. They are not about how much revenue or profit the company makes. There’s just something more about brand, more about hype, more about excitement. Some companies have momentum behind them and some don’t.

And this was a company that had a lot of momentum. It was seen as a cool company, a company people wanted to invest in, a company people wanted to work for, and so the CEO’s concern was that, “If we do our first layoffs, then the big risk is that we lose that and we never get it back. We never go back to being a company that’s never let a single person go.”

So, this was a few years ago now, and it was just so helpful to have that on the table and to be able to talk that through because he’d never articulated it. The general manager couldn’t figure out why the heck the CEO was willing to have his business be unprofitable. And so, once we could talk about that as, “These are all legitimate things. Now, how do we balance them? How do we make tradeoffs among them? How do we decide which way to go?”

And, actually, what was really cool about it is then we got away from the friction and into a really powerful conversation with really good tensions that led to a completely different option, which was, “We have other business units that are quite profitable at the moment. Could we move some of the folks, the really key talent, over to the other unit for a while, make some real progress there, never have to let go people who would be very hard to replace but also give the other business a little bit of a chance to recover, cut its costs.”

So, once we got to everybody feeling heard, everybody feeling that the things that mattered to them were part of the equation for the solution, then they just got so much more creative, then they got out of this adversarial scenario and into, “Let’s really think about this together. If we’re trying to solve for profitability of the business, if we’re trying to solve for keeping the mojo of the company,” others then sort of started to add.

The chief technology officer was the one who raised the issues that, “These are people with specialty skills that we’ve been training for 10 years. If we lose those, we don’t get them back.” So, his addition in things he values to the criteria conversation is what unlocked this possibility of, “Could we secund them into a different part of the organization?”

So, when we feel heard, when we feel understood, when we feel like our treasure matters to other people as well, then we settle into, “All right, now we’re smart people trying to figure out how do we balance these things.” So, it’s a very, very useful and constructive productive conflict technique.

Pete Mockaitis
Well, Liane, before we shift gears and hear about some of your favorite things, I’d love to hear if there’s any super quick and powerful tips and tricks that make a world of difference?

Liane Davey
Yeah, there really is. And the one sort of magic trick of all of this is that most of the time we walk around the world working so hard to have people understand our experience. As Stephen Covey used to call it, we sort of strive to be understood instead of seeking to understand. So, there’s a technique I call validation, which is just when someone says something you disagree with or you think is a dumb idea, pause for a moment, and, instead of shooting down their idea or telling them why it will never work, validate them by saying, “Okay, so you think we should host a customer event in Q1.”

So, all you’ve done is reflect. And then be curious. Ask, try and understand, that’s coming from somewhere, something they value, and just ask a big open-ended question, “What do you see is the big advantages of that? Tell me your thought process. What got you there?” something of a big question. And then listen and ask and reflect until you feel confident that you can kind of get their truth out of your mouth.

Then you might say, “Okay, so for you, you’re worried that our marketing launch didn’t bring the benefits of this new approach to life for our customers. And until they feel it in a different way, until they can maybe put their hands on the new product, you don’t think sales are going to go up, so that’s why doing an event in person feels like the right solution for you.”

What you’ll find is when you speak their truth, their truth, even more importantly, when their truth comes out of your mouth before your truth does, it will be an entirely different conversation. It will shift to truly a conversation, a dialogue, and it won’t be a fight. Then what’s cool about humans is we work on reciprocity.

So, when you’ve taken the time to understand their truth and listen and validate them, they will be highly likely, unless we’re with the 5% of sociopaths, but if we’re with 95% of the population, and then you say, “The way I was thinking about it was that before we talk to our customers, we need to do another round of training with our sales staff. I’m not sure they’re ready to tell the message in a compelling way. So, I was thinking that that was the issue. How do we get the right balance between our sales team and going directly to our clients?” or you can ask whatever other question.

But when you’ve spoken their truth first, when you’ve added your truth, not as something more right or more worthy, but you’ve added it as a second truth, and then you’ve kind of pivoted to, “Hmm, okay, what are our options here? How do we deal with this?” you will find, you avoid, you neutralize 80% of conflicts in your team.

And the one thing, I know you have a young one at home, I have a 20-year-old and a 16-year-old daughter, and this method, it got me through the entire teenage years. If you validate a teenager, if you make them feel heard, if you’re curious about why that’s true for them, and you get their truth out of your mouth first, they actually will hear you out. They will let you coach them. They will stay with you.

So, this technique, my guess is every single person listening will be able to use this technique today at some point because we tend to do the opposite. We invalidate people, we push for our truth, or why our idea is smarter or all of these things first. And if we flip the order, and said, “Okay, let me make sure I know your truth. And as soon as we both know that I know your truth, then I’ll add mine.” It changes everything.


Pete Mockaitis
Thank you, Liane. Well, I’m curious, any particularly memorable exchanges with a teenager that you could share with us as an illustration, like, “Oh, that’s how it’s done”?

Liane Davey
Well, the first, I’m going to first tell you how not to do it because it’s memorable because I did it wrong. When the elder one was in Grade 10, she was taking music because she loved music, and she came home one day and proclaimed that she hated her music teacher, and I blew it. I kind of looked at her, I don’t like the word hate, and I definitely don’t like it aimed at a teacher.

So, my response was, “You don’t hate your music teacher,” which, if you remember, we were talking about this sort of cardinal rules of respecting someone’s sovereignty, and telling somebody else how they feel is not cool, not allowed. And so, I blew that. So, it took me about three weeks to earn back the right to talk to her about this.

Pete Mockaitis
And what did she say, “I do, too. You don’t understand, mom. Shut up”?

Liane Davey
Well, she started and then she just stormed off, the heavy thumps up the stairs and the dramatic slamming of the door, and she was right to do that. I had really overstepped. I had blown it. And so, when I tried again, do-over, you have to do do-overs with teenagers, when I did the do-over, I just said, “Hey, I want to go back to this, and it must really suck to hate your music teacher because you got an hour and 20 minutes of that every single day, and I know you love music.”

And even just me saying that, me just validating that that must be rough, changed her entire body language. And so, then I said, “What’s going on?” And I, being a horrible person, had assumed that this was the teacher who’d finally figured out that she never practices, but that wasn’t it at all. I’m so bad. It turned out that this teacher, there was a kid in the class, probably a neurodiverse kid would be my guess, sitting still, not fidgeting was a challenge for him.

And this old-school teacher just would have no part of it, and she was leaving him, bullying him, my daughter said, and leaving him in the hall for the majority of almost all classes, and that’s why she was so upset. It wasn’t on her own behalf. It was because somebody else was being wronged, and my kid is a social justice crusader.

And so, I said, I could then speak her truth, “So, you’re really worried that Ms. T is quite unfair to Gibby, you’re worried how this is affecting him. Okay.” And, first of all, I was proud of her for feeling all those things. And then I could say, “Okay, now what I’m thinking about is how do we make sure you don’t lose your love of music? How do we make sure this doesn’t affect your grade? Can we find you other outlets for your love of music outside of the classroom?”

And she was totally willing to entertain those things once I had been clear that this was about the injustice and the teacher’s behavior in the classroom. So, invalidating her cost me three weeks, and that was extremely costly, and it was modeling terrible behavior, and I had really blown it. But when I came back to it, and I said, “Look, I’m sorry about that. I blew that and I really want to understand and I want to hear you.”

And when I was open and listened and reflected her experience of the situation, then she was so keen to talk with me about, “What can I do? And what are my other options?” And those were really, really powerful. And she’s a junior in college now, and we have great conversations about hard things now because I finally figured out that this validation technique, which just takes a little practice, completely changes the tone of all of our conversations.

Pete Mockaitis
Oh, beautiful. Thank you, Liane. Well, now, if we could hear a bit about your favorite things. Could you start us with a favorite quote, something you find inspiring?

Liane Davey
“When everyone thinks alike, no one thinks very much.”

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

Liane Davey
So, we’ve been talking so much about cameras on and cameras off, and Zoom and all those sorts of things. New piece of research that when we’re having these hard conversations, when we’re trying to understand values and emotions and those sorts of things, it turns out the telephone is much, much better at promoting what they call empathic accuracy than these web calls.

Pete Mockaitis
Really?

Liane Davey
So, if you really need to connect with someone, if you’re in conflict, if you need to understand where they’re at, and if you want to be more accurate in empathizing, go for a walk, put in your earbuds and talk on the phone.

Pete Mockaitis
Well, Liane, that’s so fascinating and counterintuitive. It seems like aren’t we missing out on all these facial expression indicators with the phone? Do we have hypotheses as to what the mechanism is by which that is so?

Liane Davey
Yeah, so it’s new research. So, first of all, we get a lot more information from voice than we think. So, like, here’s my mini experiment for you. If you close your eyes, I’m going to talk, and, at some point in talking, I’m going to start smiling. Could you hear it? Did you hear the difference between? So, right now I’m not smiling, and now I’m smiling.

So, what happens is when you pull up the muscles in your face to smile, it lifts up your soft palate, changes the shape of the resonant chamber of your mouth, and it’s absolutely something that we can pick up on. So, there’s more data in the voice than we think or know. And new studies are saying that we take up a lot of bandwidth, cognitive bandwidth, in trying to process people’s facial expressions and body language, and we’re not always very accurate about it.

So, what you’re doing in going to the phone is you’re getting rid of all of the energy it takes to process and misprocess that facial information, and you’re really keying in on what is actually quite high-fidelity data coming from pitch and tone and words and all those sorts of things. So, yeah, really fun, exciting, new research coming out.

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

Liane Davey
Well, I guess if you want relative to this topic, I would say Chris Voss’ Never Split the Difference.

Pete Mockaitis
Oh, yeah.

Liane Davey
A former FBI hostage negotiator, and it’s just full of many fascinating stories and insights. And I know that, thankfully for most of us, the stakes are not as high as hostage negotiations in most of our collaborations. But there are many things to be learned from Chris’ stories and examples.

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

Liane Davey
So, I am a big fan, so my PhD is organizational psychology, so I am coming to every conversation with the understanding that while we want to have one-size-fits-all, and we want to have the perfect advice, that individual differences play far bigger of a role than we yet appreciate on teams. So, I use a tool called The Birkman. It’s a very deep and insightful psychological assessment tool, and I don’t leave home without it. I don’t work with any teams without having that understanding, deep understanding, of the individual. So, Birkman would be my favorite tool.

Pete Mockaitis
Okay. And a favorite habit?

Liane Davey
This is not a productive habit, but I am so in love with, you know the Wordle craze?

Pete Mockaitis
Oh, yeah.

Liane Davey
I did Wordle. I’m not a big fan of Wordle because some days I get stuck and it makes me feel dumb. But it’s expanded and it’s had babies. It’s gone to Quardle, so it’s four words at a time, and now Octordle, which is eight words at a time. And so, every morning, I do the Octordle, which sounds ridiculous, and I then text my results to my 89-year-old mom who lives far away, and she texts me back hers. And that habit, which is just a little tiny moment of connection to start my day, feels really great.

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?

Liane Davey
That facts don’t solve fights one does come back to me a lot. Maybe another one, since I’ve already said that one, is communication comes from the Latin root commune, which is to make common. And so, in this email-Slack kind of world, I always say, “You can’t make common as one person. So, you can’t communicate to someone. You can’t communicate at someone. You can only communicate with someone.”

So, communication cannot be accomplished on your own. You cannot send an email and check off, “I have communicated.” You only communicate when it’s actually been a two-way process, and you have made something common. And in conflict, I think we communicate with each other far too seldom, so that might be another thought that is helpful to folks. Who have you communicated at that you need to communicate with?

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

Liane Davey
So, if you want come and interact with me, I always talk about LinkedIn as my couch. Come and sit on my LinkedIn couch and let’s talk about interesting things about making teams happier, healthier, and more productive. And if you want to dive into the treasure trove that is about 500 articles and free resources, that’d be my website LianeDavey.com.

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

Liane Davey
Yeah. So, this is a big one because I think the vast majority of us are conflict-averse, we don’t like it, we get into conflict debt, we avoid it. So, my call to action is that some things are worth fighting for.

Pete Mockaitis
Liane, this has been such a treat. I wish you much fun and productive conflict in your interactions.

Liane Davey
Thanks so much, Pete. I have had a blast.


826: Finding Calm in an Uncertain and Stressful World with Jacqueline Brassey

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Jacqueline Brassey shares powerful tactics for facing stress and uncertainty with calm and confidence.

You’ll Learn:

  1. How to enjoy more calm with dual awareness 
  2. How to turn your voice into a calming tool
  3. How to access flow more frequently 

About Jacqueline

Jacqueline Brassey (PhD, MAfN) is a co-leader at the McKinsey Health Institute and a Senior Expert in the area of People & Organizational Performance. Jacqui has more than twenty years of experience in business and academia and spent most of her career before joining McKinsey & Company at Unilever, both in the Netherlands and in the United Kingdom. Jacqui holds degrees in both organization and business sciences, as well as in medical sciences.  

She has worked and lived in five different countries, loves running, hiking and a good glass of wine, and currently lives with her South African/Dutch family in Luxembourg. 

 

Resources Mentioned

Jacqueline Brassey Interview Transcript

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

Jacqueline Brassey
Hi, Pete. Thank you for having me.

Pete Mockaitis
Well, I am excited to be chatting about your latest book here, Deliberate Calm: How to Learn and Lead in a Volatile World. Can you kick us off with a particularly surprising, fascinating, counterintuitive discovery you’ve made while putting this together?

Jacqueline Brassey
Well, the discovery I’ve made may be a bit more boring than you just introduced, but what I really love about this topic is that, and it has become a lifestyle for me, is that it can be learnt. It is something you can master if you put in enough time and energy in it, and that is absolutely amazing. And, in addition, it’s actually applicable to all aspects of life. So, this book is written for leaders in a business context, but it is applicable to anyone in any job but also in personal situations, private situations in whatever role you play in life.

Pete Mockaitis
And when you say it could be learned, what is it?

Jacqueline Brassey
Well, it is deliberate calm, that’s a set of skills, and the secret is in the title. Deliberate means that you are a choice, to choose in a specific moment how to respond. That choice is often better if you remain calm.

Pete Mockaitis
So, I can learn a set of skills to become deliberately calm anytime and every time I desire.

Jacqueline Brassey
Exactly. Even though you may not feel it…

Pete Mockaitis
Okay, superpower.

Jacqueline Brassey
Yes, superpower. Even though you may not feel it, but it’s about the response. So, at the heart of this lies also the power to become comfortable with discomfort, basically.

Pete Mockaitis
Okay. Well, so maybe could you kick us off then by sharing a particularly inspiring story of someone who’s able to learn this and summon it to great effect?

Jacqueline Brassey
Sure. One example that we used when we kick off Chapter one in our book is the very famous story of Captain Sullenberger who lands the plane on the Hudson River after the plane was struck by a flock of birds.

He decided, in the milliseconds, that he was going to ignore the traffic tower and he made a different decision. He did not go to his default response. He has landed the plane, any plane, so many times but now he had to decide to actually choose something different than what was told to him in the moment. And everybody may know that story, you can read about it, but there was a high-stakes unfamiliar moment.

And people may think, “Well, that doesn’t resonate with me because that’s very exceptional.” But I have a couple of stories, how this actually can be also translated to day-to-day life because it doesn’t always need to be a similar extreme crisis situation, as that example of Captain Sullenberger. But we have, in our day-to-day lives, smaller or larger versions of this.

And so, let me tell you another story of someone I met recently, actually. His name is Flavio Gianotti, and I met him a couple of weeks ago in a radio interview. He’s an Olympian fencer. And it’s very interesting because he has been told that he is very talented, and he knows he’s talented. He’s a good fencer. He has all the skills he needs to actually play at this high level of skills and high-level sports. But what holds him back, nine of out of ten, is his brain, his mind.

And we chatted off the radio interview and he had a game that weekend, and a lot was at stake for him. His family was there, it was very visible, and it was important that he had a good game. And he texted me afterwards with a nice picture. He was number one on stage, very happy, so, clearly, he won. And he said, literally, “Today, I made it. I made a difference with my head.”

And I called him, I said, “Gosh, what did you do?” And he said, “Well, I remembered a lot of the stories that you told me and the conversation that we had.” And he said, “In the moment that I was fencing, I actually was noticing, I became aware that I was not winning.” And he then decided to actually consciously enjoy the game and focus on what he does best, which is fencing, and he was able to disconnect from his worries. He could let them be there but he could focus on the game, and he said, “That changed everything.”

And, long story short, he won, which is an example of high-stakes familiar zone, which is very different from Captain Sullenberger’s example because Flavio was also trained to do this game. The game was not unfamiliar territory but was highly stressful. In those moments, the best thing you can do is manage your stress and focus on the skills that you have, and focus on performing.

But if you go into a different situation, which is unfamiliar, that’s where deliberate calm comes in, then you need to learn and adapt on the fly. The key, Pete, is though, that in those situations, it’s hard for us to do. We default to what we know. And that’s what we call the adaptability paradox in our book.

Pete Mockaitis
Okay. And how do we define the adaptability paradox?

Jacqueline Brassey
The adaptability paradox is basically when you most need to learn, change, and adapt, it’s the hardest to do. I say it in a free translation. And the reason is, in high-stakes unfamiliar territory, we feel the stress of the high stakes but we also don’t have the skills to respond in the right way, so we need to actually adjust our behavior, and we need to adjust what we know.

And in those situations, our brains are wired to actually experience stress because we lack predictability. We also lack certainty, and so we will experience extreme stress. And learning and changing on the go is then very hard to do but that is what you learn in deliberate calm. First, you need to learn, actually, to become aware, “What situation am I in? What’s going on for me?” But then, also, you use a lot of the tools to respond in the right way in the situation that you’re in.

Pete Mockaitis
Okay. Well, so then I guess that’s the paradox part, is what we need to do is change, and that is stressful, and, thus, it’s harder to change, so that is what’s needed, hence the paradox. Okay. So, then lay it on us, Jackie, what are the skills or the tools, the approach, the top do’s and don’ts so that we can get this going for ourselves?

Jacqueline Brassey
At the heart of this book is what we call, and it sounds a bit fluffy but it isn’t at all, we call the dual awareness. And dual awareness means you need to become aware of the circumstances that you’re in and also aware of what it means for you and what’s going on for you.

So, in the book, we teach people a set of tools, and we have a protocol also in the back of the book that helps you start recognizing moments that you get triggered and that you feel stressed, for example, and that you feel pressure. And those moments matter to you, and why do they matter, and what does it mean.

So, by going through the protocol, you become more aware of moments of stress, also when it happens so you start recognizing what’s going on in your brain and body, but you also start realizing what the situation calls for. And sometimes we feel stressed in situations that’s absolutely, you know, may not be stressful at all but it is something that we do because we interpret the situation as such.

Sometimes we become aware that, indeed, this is a situation that requires a pause. And a big example is, Pete, the pandemic that we’ve been through the last couple of years. We didn’t know what was happening, so it eventually turned into a high-stakes unfamiliar territory where everybody was defaulting to what we knew best, trying to wait for when it was over and trying to get back to normal as soon as possible but we had to learn that that was not possible anywhere, and we had to change a lot of what we normally did in the way we worked, in the way we dealt with situations, and so on.

Pete Mockaitis
Well, could you walk us through an example of an individual who is practicing some awareness and gaining that dual awareness, and then responding in a way that they bring about the calm?

Jacqueline Brassey
I will give an example of a story that I experienced myself a couple of years ago. That was about two years ago, just after George Floyd was killed, which was also very much discussed in the organization where I worked and I was heading learning and development for a topic including diversity and inclusion.

And one of the things that I was asked to do immediately thereafter was to train out 32,000 people in anti-racism. And I had to do that, I was asked to do that in a very short amount of time with a team that I had not yet put together. And so, there we are, hugely purposeful but high stakes because a lot of visibility, sensitive topic, and something we’ve never done before. It’s already difficult to do that in one country, let alone do it around the globe, 32,000 people.

And my default response to things like that, to asks like that, projects like that, is I want to control everything. So, I want to have a perfect project plan, I want every step detailed out and very clear, very sequential, but that was not possible because it’s quite a challenging topic and everybody had also an opinion about it, and we were basically building a plane whilst flying already, right?

I didn’t write about Deliberate Calm in those days yet but I’ve been a resilience researcher, and stress researcher, and authentic confidence researcher for many years, so I applied a couple of tools that we also integrated within Deliberate Calm. It was really to become aware, first of all, of that situation. This was a new situation which would not be served with my standard approach.

And so, taking a break, taking a step back, and re-looking at what was needed in the moment was one thing that I did because I was panicking a bit, and I thought, “Well, if I don’t change and if I don’t learn and adapt, then nothing is going to happen in the right way.” And another step was that I also, and I’ve done that for many years, I took good care of myself because this project takes a lot of energy away, and, for a long time, it will ask a lot from me. And if I worked harder and harder, and if I don’t sleep, and if I don’t take care of myself, then it won’t be sustainable, so I put an operating model in place to support this work that we had to do.

And then within the team, I focused on creating safety and security, and also speaking about discomfort. We all actually felt the stress, and bringing that in the room, putting a great team together but also agreeing that we’re all in this together, and it’s better to get all the problems on the table than to hide them was usually successful because it was a bit messy but, by doing that, we actually all could shoulder that stress. But also, what it helped was that we didn’t all go into default, and we call that protection mode, in the book, when you are in high stress.

But we went into a state of learning, and that gave us the creativity, the stamina, and the solution space that we needed to go into. So, there were a lot of elements that come together, Pete, in practicing deliberate calm. It’s not just one golden nugget. It’s actually a lifestyle, I call it sometimes, and sometimes I say it comes in three different layers.

The one layer is the foundation, having a good base to work from, taking good care of yourself, making sure it’s almost like you sometimes have to be a top athlete in the work that we do. Take good care of yourself because then you are more resilient to any curve balls and stress. And then set yourself up for success during the day, and have a couple of tools, that we also teach in the book, that deal you with moments in the day when you really need them, those SOS moments, when you get a curve ball, and when you have to respond in a calm way, which includes, one tool is breathing, for example. How do you breathe? And how do you breathe in such a way that you can immediately calm yourself?

Pete Mockaitis
Well, yes, let’s talk about a couple of those tracks then, both the taking good care of yourself like you’re a top athlete, and then the specific SOS moments. So, I guess sleep, nutrition, hydration. What are some of the top things that make a world of difference in taking care of ourselves? Are any of them, shall I say, non-obvious? Because I think we’ve heard of a few, like, “Oh, yeah, you should sleep.” Like, “Yes, we know that.”

But, maybe, if you have any nuances, like, “Did you know that complete darkness actually makes all the difference for sleep as opposed to 98% darkness?” Or, give us the secret insight or info, Jackie, in terms of self-care and SOS tactics that make all the difference.

Jacqueline Brassey
Well, self-care, as you said, most people know it but they don’t do it. So, I would say, indeed, all of them that you mentioned, and I would also refer to Andrew Huberman’s podcast, who knows all the tools, who brings a lot of these amazing tools.

Pete Mockaitis
I love his stuff.

Jacqueline Brassey
Oh, me, too. I’m a big fan of his work. He also talks about daylights in the morning. He talks about the physiological side. And then there’s another friend of mine, Alexander Helm, who does a lot in sleep. Indeed, all of them matter. How we bring that together in our book is actually you have to be intentional. So we bring that together in a tool that we call your personal operating model.

And your personal operating model has a couple of elements, including energy management, and that changes also with circumstances when they change. So, what is relevant for me today may be different. So, just take a simple situation, family without kids, family with kids. Different operating models and different way of managing this intention and this energy. So, we provide tools for that.

But what many people forget is they know it’s important to sleep but it’s really critical to act like Captain Sullenberger in stressful moments, to act like Flavio in moments of peak sports. Sleep is important for your overall health, but if you do not sleep well, you become much more susceptible to stress and also to anxiety. And we have an epidemic of stress and anxiety, as also all the research that I’ve been doing through the McKinsey Health Institute has showed.

So, that’s one, no big secrets there. I would say just apply it. But there are also moments in the moment, applying this in moments of stress, there are tons. One favorite of mine, apart from the obvious ones that you just mentioned, is also the use of voice. So, how you actually leverage your voice in the moment, and how you become aware that if you are stressed, you start breathing more from your chest rather than your belly.

And if you become aware, so the key in this book is also about becoming aware, “What is happening for me in the moment?” and then you can catch the arrow, is another way of talking about it, basically, because then you can change, and then you can respond in the right way. And most people actually respond way too late.

The voice is all about calming it down a couple of notches, making a warmer voice, which is the voice is related to the larynx and our vagus nerve, which is also related to our parasympathetic nervous system, and that calms us down when we actually also calm our voice down, and others too.

Pete Mockaitis
Okay. So, can you give us some example demonstrations here in terms of, “Okay, I’m feeling stressed. Something happened, I’m freaking out. So, I’m stressed, how do I use voice to calm down?

Jacqueline Brassey
I just had one, actually, Pete.

Jacqueline Brassey
In the middle of this podcast, I think my husband tried to call me, and I actually stressed out.

Pete Mockaitis
Oh, okay.

Jacqueline Brassey
No, I had many. I’m talking a lot on stage and I’m talking a lot in workshops as well, and always in moments that I need to focus and concentrate, something happens. But it’s little moments that everybody also will recognize is that the doorbell may go, or everything comes together and it’s very difficult to stay calm.

I once had a workshop where I absolutely had to perform and I started to feel very unwell in the moment, and I wanted to stay calm because I wanted it to be successful. I can, of course, say that I’m sick and I walk out of it, but I really was not well, but too much was depending on it for me, so I made the choice that I actually was going to try to apply my own tools in that very moment, and I did not tell the group.

But a couple of things that I did is basically noticing what I feel in my body, and allowing that, taking a deep breath before I started the workshop, allowing it to be there, and being with that pain that I felt while still delivering the content in front of the group, which, eventually, became a bit hard, and then I decided to actually also bring it into the workshop, and I decided to talk about it, and to share it with people, and to say, “Listen, this is what’s going on for me. We’ll try to keep going as much as we can, but if it doesn’t work out, we have to take a break for a moment.”

But what happened…so, there are different tools. This is one tool which is really about becoming comfortable with discomfort, and it was clearly not comfortable for me. And the reaction that you immediately feel is stress and you want to get away from it. But what we then do, what I teach also in a lot of the work that I do is stay with it and try to actually, with kindness and compassion, observe it and see if you can stay with it. And that builds resilience, which is a story that may sound weird.

But the interesting thing that happened for me in that moment that, eventually, it went away, and I was able to deliver whilst starting with discomfort. So, that’s just one version. Another version of this is getting close to a panic attack where I had to speak in public. And what happens for me is when I feel very stressed, I start shaking.

And so, there was a public presentation where I was. At the end, we were all able to ask questions, and I had a good question, I thought, and so I said I’ll put my hand up. And the man with the microphone was coming to me, and I started to feel nervous but I was ready to ask the question. But, halfway through, somebody else actually put their hand up and they also had a question, and he said, “You know what, I’ll come to you next, but I’ll first answer, I’ll first take this question.”

In that moment, I started to become very nervous and my heart started to beat faster. The trick in those moments is basically to be with it and to learn how to breathe well and not to push it away. Because the moment you do not want to feel the discomfort, it becomes worse. And that has everything to do with how our biology works, how our brain works. And if you dare to start accepting and embracing it, you will calm down.

And that’s exactly what happened. So, I could still be there. So, I was still able to be there and perform, yet on the inside, I wasn’t 100% calm. So, this is also what deliberate calm is about. It’s not always about feeling calm, but it is about being comfortable with this discomfort and then still being able to perform in a calm way, which is what you do.

We call that in the book, you pivot from a state of protection, which is the increased sympathetic nervous system arousal, to learning, which is still increased arousal but with an open brain and with an open space where you can be curious and still effective and adaptive and change your behavior in the moment.

Pete Mockaitis
Okay. And so, with this observation of kindness and compassion, can you tell us what that sounds like in terms of an internal dialogue? Let’s say I’m thinking, “Oh, I don’t want to do this thing. Aargh,” I’ve got some procrastination urges, and then there’s a number of approaches, like, “Come on, we’ve just got to power through. We’ve got make it happen. Buckle down.” It’s like, “We’re just getting started. We need to do a little pit,” like coaxing one’s self. But what is the internal dialogue of observation, kindness, compassion, embracing sound like in such a moment?

Jacqueline Brassey
I think the most important one in those moments is really about getting in touch with why this matter to you. Why is it important that you actually go through this challenge? Because if there’s no reason for it, why would you go through that discomfort? So, the reason why I do difficult things is because there’s a purpose for me. The reason why I talk about the topics that I find meaningful, also about I have a lot of work done in confidence and the confidence crisis and the anxiety that I have gone through in my life, and I do that because it’s meaningful for me to share and to help other people understand that they’re not alone.

So, doing difficult things for a reason helps a lot. So, the dialogue in my brain is really all about, “Why does this matter to me?” and I focus on what I will achieve by doing that.

Pete Mockaitis
Well, let’s say it doesn’t matter to you but it’s, I don’t know, mandatory, compulsory, it’s for someone else, you’re kind of on the hook.

Jacqueline Brassey
Okay. Yeah, well, when you’re on the hook, you can always find a meaning. You’re on the hook for a reason. And can you give me an example of what you’re thinking of?

Pete Mockaitis
Let’s say taxes. It’s like, I don’t know, it’s not fun, it’s not meaningful. You just kind of got to do them.

Jacqueline Brassey
I don’t think you’d get into high-stakes unfamiliar territory with taxes. I think it’s high stakes definitely. Maybe. But the thing is, with taxes, you have the time to do that, and you can find the help to do that. It’s not fun but if you don’t do it, so it’s meaningful to do it because you will suffer if you don’t.

Pete Mockaitis
Okay. So, meaningful in the negative point then.

Jacqueline Brassey
Yeah. Well, you can also think of it, “With taxes, I contribute to this country and I can make a difference,” but that’s maybe for a whole different podcast.

Pete Mockaitis
Oh, certainly.

Jacqueline Brassey
It totally depends, yeah.

Pete Mockaitis
I hear you. Okay. Well, I think we drifted a little bit away from using voice. Can you give us a demonstration for how we use voice to get those soothing benefits?

Jacqueline Brassey
Absolutely. What happens when you feel stressed, you can start noticing that with yourself, if you try to actually control a situation. And maybe if you have kids, this may resonate. I have amazing kids but sometimes you feel like you’re out of control when it’s a mess in the house and they’re not doing exactly what they need to do, and you feel already tired, and you try to control the situation but your voice comes out in a different way. It becomes this squeaking type of voice, which is the sign of you feel powerless but also you feel stressed and you have a higher pitch. Often that is happening. Or, you start crackling, you’ve got a crackling voice.

The only way to change things, and that’s why this is part of deliberate calm, is, of course, being aware that this happens because, then, you can intervene. That’s why, in this book also, work so much on awareness and awareness in the moment, picking up the signs that you go into a state of distress or in state of protection, we call it, that can be picking of voices in your head but also physical cues or behavioral cues.

And one is your voice when it crackles or where you breathe from, and also when you notice that you do not have…you feel out of control, basically. So, when you notice that, take a deep breath, and I would absolutely recommend people to do Breathwork, which I do a lot. It helps me a ton. There are different versions, different ways of doing that. The most basic version if, of course, breathing from your diaphragm, from your belly, and try to calm your voice down, and go slightly lower than where you are at that moment. Don’t go too deep but you will learn actually by practicing what is a comfortable tone because you start noticing that if you do it, it calms yourself down.

Now, when that happens, it will have an effect on other people. It will have an effect on your children as well because there will be a different response when you shout and you feel out of control, or whether you stay calm and you have a different mindset about the situation. And that’s better for you and that’s better for another, so it’s a very simple tool. So, learning how to control that is super strong and powerful.

Pete Mockaitis
All right, Jackie. I’m thinking about Bob Ross right now.

Jacqueline Brassey
There you go.

Pete Mockaitis
Is that kind of what it might sound like or could you give us a demo for what that tone is like?

Jacqueline Brassey
I’m calming down. Totally. Well, I have used my soft voice the whole podcast already so I’m not going any lower. I think the version that you just gave us was maybe a little bit too smooth but…

Pete Mockaitis
Oh, you know, actually, I’m kind of having fun, Jackie. I might just keep it going. Can you tell us about, we talked about athletes a couple of times, you also have some work on flow. How, do tell us, can we enter flow?

Jacqueline Brassey
Well, there is a lot of research, of course, on flow, and going there on demand is not always easy because that feels almost like you have to, when you want something, that’s not when you get it. But the circumstances for flow are also often determined by, “Do you feel you have space to focus? Are you working on something that you really care about, that is meaningful for you?”

So, for example, in my case, I can go totally in flow when I focus on my research topic and I have the space to research, and to deep dive in the area, and to write. When I get out of that is, I get out of that if I’m distracted and if I am, well, not feeling well, when I’m very tired, but also when I don’t have the space to go into flow. So, there’s also circumstances, of course, that you need to create to get into flow, and sometimes you can make it happen, sometimes it also happens because of the situation you’re in. You can be in a flow with a team, for example, and it all comes together.

The key is though, in all of that, is the sense of safety and enjoyment. There’s a lot of research on flow, and that is not, per se, being in a hugely stressful situation but it is an increased activity of performance where you feel a sense that what you do is really meaningful and you really enjoy and you feel safe. You feel also the space where you’re also not distracted. So, I guess that is different for everybody but you can create that, I’m convinced, by creating the right circumstances.

Do you remember moments that you have been in flow?

Pete Mockaitis
I do. I’m thinking about a time I was doing an analysis on top-performing episodes, and I was so immersed that I totally forgot I had to go pick up my son from preschool.

Jacqueline Brassey
Goodness.

Pete Mockaitis
I was like, “Whoa, check out these indicators.” And so, it was like, “How might I do a weighted average in terms of, like, scoring them in terms of given all these interesting data signals from Spotify and Apple Podcast and the emails?” And so, I was really just kind of playing with that and iterating and getting some ideas and moving forward, it’s like, “Oh, my gosh, I really should’ve left over half an hour ago.” And so, that’s what leaps to mind, it’s because, well, it was painful because then I had to do all sorts of apologizing and felt very silly.

Jacqueline Brassey
Was he safe?

Pete Mockaitis
Oh, he was totally safe. He was just chilling with the assistant principal, and they’re like, “Hey.” It’s just like, “Oh, Pete, you owe us some money.” It’s like, “Yes, I do. I’m sorry. Thank you.”

Jacqueline Brassey
So, what happened there? Why did you go in flow? Because you love the topic, you were fascinated by what you saw.

Pete Mockaitis
It was. It was fascinating and there were elements of surprise, like, “Huh, I wouldn’t have expected that.” And then it was sort of they’re like little bite-sized mini questions and challenges that I was tackling, like, “Well, hey, what about this? Oh, I can just do that. Oh, that works. Oh, that doesn’t work. Hmm, maybe I can do it a little bit differently.”

And so, I cared about it and it was, I guess, I’m thinking about Mihaly Csikszentmihalyi. It was in that right zone of it’s not crazily overwhelming, like, “I have no idea how I would even begin to do this.” And it wasn’t just a snooze, boring chore I can do in my sleep. It was pushing me but not overwhelming in the amount of push.

Jacqueline Brassey
Yeah. In a way, it’s low stakes but unfamiliar new territory where you use a lot of curiosity. It’s a wonderful experience. It resonates with me. I often go there. But, yeah, the danger is you forget about the rest of the world.

Pete Mockaitis
Oh, yeah. Certainly. So, then what are the, perhaps, top do’s and don’ts if you are trying to set the stage to maximize the odds of entering flow? So, you care about the thing, you have the opportunity to focus, and maybe, you said it varies by a person. How about for you personally? What might you do?

Jacqueline Brassey
I actually enter often in flow when I’m on holidays or even in my free time because I love browsing, I love learning, and I love browsing on the internet, and I love jumping from one to the next. And so, at the core, for me, is really deep-diving in a topic that matters a lot, and learning new things, and getting up to speed on the latest insights. And I can totally spend hours and hours just going from one to the next. It’s so much like hopping from one island to the other island, and it’s amazing.

So, yeah, it’s in a space when I have not a lot of stressful things to do, and there’s not a lot of autopilot stuff that you need to do, but there is really space for creating new things. And, in a way, that is in between, if you talk about deliberate calm, we really also focus on the crisis of uncertainty. It’s not what this is about. And it’s also not completely in your comfort zone. It is, indeed, as you said, a little bit of that excitement and that focus, so it is the effort, but you need to have the space for it to happen.

And, for me, that often happens on holidays and in my free time. It doesn’t happen on a normal day where there’s always a lot of stuff coming into the inbox and phones that ring, and things that need to happen that take me out of flow.

Pete Mockaitis
All right. Well, Jackie, any final top tips on some of this stuff before we shift gears and hear about some of your favorite things?

Jacqueline Brassey
Well, a top tip for me, I would say this not really a quick fix. This is a set of skills and, as I said, this is a lifestyle and something that you can learn, and absolutely worth it. It’s also a set of skills that do not go out of date because you take them with you for the rest of your life, but I would give it a try. So, this was just the last reflection. Think about why, actually, what is more important, why would you do it, why does it matter to you. And why it matters to me, Pete, is it’s really about it really has brought me so much opportunity but also reaching my full potential, and enjoying life much more than before.

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

Jacqueline Brassey
Oh, yes, my favorite quote is actually from a math teacher from my high school, who I remember very well. He said, “You can do much more than you think.” And that was in a discussion that we had, I think I was 14 years old, in the class, where people were talking about, “Are you born with talent for math or can you learn it?” And he said, “You can do much more than you think if you put the effort in.”

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

Jacqueline Brassey
Well, I mentioned it already. A couple of favorite people that I study is… Andrew Huberman from Stanford. His podcast is amazing, also the work that he does. But I also like the work from Stanford’s Alia Crum, Adam Grant, Francesca Gino. Absolutely my favorites. And what excites me a lot is bringing insights from neuroscience and business together and leadership development. So, cross-disciplinary research.

Pete Mockaitis
Okay. And a favorite book?

Jacqueline Brassey
One of my all-time favorites is Man’s Search for Meaning by Viktor Frankl.

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

Jacqueline Brassey
My favorite tools, a couple of my favorite tools are Breathwork, I walk every day, and I run. So, movement, cardio movement, which brings me in a state of creativity, and it’s also good physically. And voice techniques, I just mentioned one. And also, embodiments experience with really being and feeling situations. So, instead of being in my brain, I just try to feel the stress or the positive stress in my body.

Pete Mockaitis
Okay. And a favorite habit?

Jacqueline Brassey
I‘m not sure if I noticed it, that you do that as well, but a favorite habit or a favorite feedback tool that I use are biofeedback, one of the tools. And I cannot recommend one over the other but one of the tools that I have is an Oura Ring.

Pete Mockaitis
Oh, yes. You saw mine.

Jacqueline Brassey
I think I saw yours. And I try more tools, actually, than only this, but I really love it. I think there’s a huge potential in it. And it helps also to be more aware and to take care of yourself. But I love the improving science around it and also the power and potential of these tools.

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

Jacqueline Brassey
I’m actually very active on LinkedIn. I post a lot, interact a lot there on social, also on other, Twitter, Facebook, and Instagram. And if people want to find more about Deliberate Calm and our work at McKinsey and at McKinsey Health Institute, they can find that very easily by just Googling Jackie Brassey and McKinsey.

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

Jacqueline Brassey
Yeah, I would love to ask people to really think through why it matters what they do. Think about the purpose and think what really is important for them. Life is too short to focus your time on stuff that doesn’t matter.

Pete Mockaitis
Okay. Well, Jackie, this has been a treat. I wish you much fun and deliberate calm.

Jacqueline Brassey
Thank you so much, Pete. It was lovely being here with you. A lot of fun.