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878: Saying No Masterfully to Reclaim your Life with Vanessa Patrick

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Vanessa Patrick shares the science behind why we struggle to say no—and what you can do to get better at refusing.

You’ll Learn:

  1. The three competencies of empowered refusal.
  2. What to do when someone’s being pushy.
  3. Why it’s better for your reputation to say no.

About Vanessa

Vanessa Patrick, PhD. is the Associate Dean for Research, the Bauer Professor of Marketing, and lead faculty of the Executive Women in Leadership Program at the Bauer School of Business at the University of Houston. She has a PhD in business from the University of Southern California, Los Angeles. She is the author of The Power of Saying No: The New Science of How to Say No that Puts you in Charge of your Life.

Resources Mentioned

Vanessa Patrick Interview Transcript

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

Vanessa Patrick
Hey, Pete, lovely to be here.

Pete Mockaitis
Well, I’m so excited to dig into your book, The Power of Saying No: The New Science of How to Say No that Puts You in Charge of Your Life. This has been a challenge that many of our listeners are facing so I think this is going to be so cool to get into it. But, first, I wanted to start with is there a particularly memorable no-story you could share with us to kick things off?

Vanessa Patrick
Well, I start the book with a didn’t-say-no story that motivated this whole stream of work. I’m happy to tell you about that.

Pete Mockaitis
Let’s do it.

Vanessa Patrick
Well, it all began when I spent my 24th birthday staring at a fax machine, and it was a memorable day because I spent the evening at the office waiting for a fax. It wasn’t even an important fax. It was just a fax, which said that the client had received a fax that we had sent earlier. And I spent the whole evening waiting for the fax because my boss told me to do so.

And it was a moment where I realized that we very often, in work and life, get stuck doing very trivial things, pretty meaningless things some of the time, that we could easily say no to. And that moment made me realize the importance of learning to say no when the situation merits it.

Pete Mockaitis
All right. Well, tell me, how late was it when you left?

Vanessa Patrick
So, I wanted to leave at 5:00 o’clock. It was a Tuesday. The fax arrived at 9:30 in the evening. And so, I basically spent four and a half hours just staring at a fax machine waiting for that white paper to spew out of the machine, and all that white paper said when it arrived, was, “Received with thanks.” And I remember my 24th birthday and that crinkly white paper so distinctly because it was so trivial.

And, Pete, if I had to redo this all over again, if I were me when I was 24, if I was me, the me now, when I was 24, I would’ve negotiated that ask. I would’ve said something like, “Can I come early tomorrow morning and pick up the fax and put it on your desk? Or, can I ask a friend to please stay back and do it if it was that important?” It didn’t have to be me, and I did not have to spend my time doing that, and yet I did.

Pete Mockaitis
Wait, I’m sorry. You said you were 24 years old, and then you said birthday. This was, in fact, your 24th birthday?

Vanessa Patrick
And I missed the birthday party.

Pete Mockaitis
Oh, my goodness.

Vanessa Patrick
It was quite sad. I’ve recovered. Don’t worry.

Pete Mockaitis
But it is definitely seared. We could tell that memory was really seared into you because you remember it was a Tuesday and the exact text of the fax, and the time that it arrived. Now, these are some details.

Vanessa Patrick
Yes, because when you’re sitting over there for four and a half hours, knowing that everyone in your house is having a party, people are coming and going, people are eating dinner, they’re leaving, you think about these things and you realize, “Why am I doing this? Is this worth it?” And those are the feelings that we need to kind of capture and memorize so that we don’t make those same mistakes again.

So, I talk about, in the book, the importance of learning from our mistakes, and the fact that when we say yes when we want to say no, we sometimes have to pause and actually let ourselves feel bad about that because we naturally, as human beings, have this coping mechanism, something called the psychological immune system, which jumps in as soon as we feel bad and tries to repair the situation, trying to find the silver lining, trying to look for something good out of that bad situation.

And that is why we don’t learn very well from bad situations. We need to stop, embrace that horrible feeling so that we learn from it, so the next time we’re in that situation, we can manage it a little bit better.

Pete Mockaitis
Absolutely. And what’s interesting is because of the drama of this particular instance, like it’s a task that is so trivial, I don’t know, maybe there’s lives on the line associated with this fax.

Vanessa Patrick
There were not.

Pete Mockaitis
Okay, there weren’t. So, it seems super trivial, and it’s four and a half unnecessary hours in which you’re not actively engaged, and you’re missing out on something really cool, all really come together. So, in a weird way, I like the notion, the psychological immune system, this was kind of a blessing because you had an epiphany that, I believe, has served you well over the subsequent years, and now you’re enriching many thousands with this work. So, indirectly, I guess we can thank that boss for this request.

Vanessa Patrick
Yes, I do think that it did kind of change the trajectory of my life. You start questioning. It was my first job, you start questioning, “Is this the kind of job that I want? Is there something more meaningful and important I could do?” And, also, the curiosity about “Why do people do this? Why do people behave in certain ways?” which has shaped my career as a consumer psychologist.

Pete Mockaitis
And for many of us, when we say yes when we should’ve said no, the pain we experience is more minor. It may not be enough for us to really rewind, evaluate, and make some changes.

Vanessa Patrick
But we do feel resentful very often. A lot of the people in my studies often talk about the fact that they’ve said yes when they want to say no, and they feel very resentful towards the other person, and really wished they did not do that. And so, in many ways, but we also search for reasons as to why we said yes and come up with the fact that it might be a growth opportunity. It could open doors. It could lead to a promotion. So, we make up these things to make ourselves feel better but sometimes we need to just see it for what it is and not make the mistake again.

Pete Mockaitis
Yeah, that’s interesting how we resent them, and, though, I guess we’ve got at least 50% responsibility as to having said yes.

Vanessa Patrick
Yes.

Pete Mockaitis
Okay. So, you’ve done a lot of studies, you’ve engaged a lot of people here. Any particularly surprising, fascinating, counterintuitive discoveries you’ve made here when it comes to us humans and our relationships saying no?

Vanessa Patrick
Yes. It’s no surprise that, of course, human beings have trouble saying no, but one of the things that come out consistently in my research is the fact that no is a gendered issue, that women struggle way more to say no than men do. Women are more likely to say yes to a workplace request than men are. Women are more likely to be asked to do unpromotable work, or unpaid work, or the office housework, but they’re also more likely to take those things on.

One of the most interesting things in my studies is something that I call the spotlight effect. And the spotlight effect is this feeling of being in the spotlight when someone makes their ask of you. So, in a study, I put people in different conditions. In one condition, I told them that they were asked to do something that they didn’t want to do, and there was a crowd of people who had already agreed to do it.

And based on the research of social psychology, we know that we are more likely to conform to that ask. The spotlight is going to shine way more brightly on us when we know that other people are watching and expecting us to say yes. So, of course, both men and women are more likely to say yes when there are lots of people watching even if they want to say no.

I also do another scenario where that request is an interpersonal request. There’s no crowd, it’s just one person versus another person, the asker and the askee. And in that situation, you find that men are significantly more likely to say, “No, this is not going to work,” if it’s a one on one, but women still respond at the same level as if there was a crowd watching.

So, women, it’s almost like women have conjured up this imaginary crowd that is watching them, and the spotlight shines brightly on them, whether it’s a one-on-one interaction or whether it’s a group. I, personally, think that’s a super interesting finding, and it’s fascinating to think about why that is, and why women feel that pressure to say yes, feel more intense spotlight regardless of whether it’s a one-on-one ask or it’s a crowd.

Pete Mockaitis
And can you share with us a rough sense of these figures here, the crowd effect versus the one-on-one effect, that is at stake here? Is it a smidgen more pressure and probability of saying yes, or is it like double, triple, quadruple?

Vanessa Patrick
So, when it was a social ask, and when both men and women responded equivalently, so about five on a scale of one to seven, on, “How much attention did you feel was on you?” That drops to four for men, which was significantly different, statistically significantly lower compared to women who remained at around 4.5.

Pete Mockaitis
Oh, got you. And I guess I’m curious about the percentage of percent of time said yes and didn’t want to.

Vanessa Patrick
The number of times they said yes, so we don’t have that. In the experiment, we didn’t look at that. The scenario required everyone to say yes or no.

Pete Mockaitis
Okay, got you.

Vanessa Patrick
So, everyone wanted to say no. It was a clear scenario when no one wanted to do it.

Pete Mockaitis
What is our scenario?

Vanessa Patrick
Yeah, so it was something like spending your spring break doing some volunteer work for a friend who just caught you. So, it was the first day of spring break and someone pulled you aside, and said, “No, you need to help me with this volunteer work, and spend your entire spring break doing this, making calls on my behalf,” which is something we pre-tested no one wanted to do, no one wanted to spend their spring break doing.

Pete Mockaitis
Yeah, it would have to be some pretty, meaningfully interesting, powerful calls. It’s hard to dream up the scenario where that would be a win, like, “Oh, yeah.” Okay. Cool. Thank you. All right. So, there we have it, interesting tidbits there. So, then, overall, what would you say is sort of the main thesis or big idea behind the book The Power of Saying No?

Vanessa Patrick
So, a lot of people, successful people, and, in general, most people know that it’s a good thing to say no to the things that you don’t want to do. The question is how. So, the big idea behind the book is the way in which you communicate your refusal and something called empowered refusal, which is the basis of my research.

Empowered refusal is a super skill of being able to say no in a way that’s effective. And what effective, essentially, means is that you are able to communicate a no response while maintaining your relationship with the other person and securing your reputation.

Pete Mockaitis
That sounds perfect.

Vanessa Patrick
It does.

Pete Mockaitis
How do we do that?

Vanessa Patrick
So, I talk about the fact that you need to develop three competencies to develop the skill of empowered refusal but, essentially, empowered refusal requires you to say no by looking inwards. You need to say no by giving voice to your values, priorities, preferences, and beliefs. So, it’s a no that stems from your identity. And when you say no that stems from your identity, giving voice to what you believe, the way you believe things should be, people are less likely to give you pushback and more likely to be persuaded by your no.

Pete Mockaitis
Well, tell us, what are the three competencies and how do we develop them?

Vanessa Patrick
Right. So, the three competencies, I call the ART of empowered refusal, A-R-T, awareness, rules not decisions, and totality of self. So, your empowered refusal begins with self-awareness. It begins with you looking inwards and developing a sense of what you uniquely bring to the table, what you care about, what do you value, how do you want to find meaning in your life.

So, an awareness of your preferences, your beliefs, your values, forms the foundation of step number two, which is setting up a system of rules, and not having to make decisions all the time. So, once you understand yourself, then you can set yourself up with a set of personal policies or simple rules that guide your actions and decisions. So, if you have rules in place, or policies in place, it’s much easier for you to say no because you already have a very firm stance on what you believe and how you want things to be.

And the final piece of the puzzle is the way you communicate your empowered refusal, which is using your whole self, using not only your language but also your nonverbal cues. Nonverbal cues that both convey empowerment but also secure your relationship with the other person. So, I can give you a few examples.

Pete Mockaitis
Okay.

Vanessa Patrick
Let’s imagine that someone asked you to fly somewhere. Unprepared, unannounced, you’ve got fly over the weekend to do something that is not part of your job, and you don’t want to do it because you do not work on weekends, or weekends are family time as far as you’re concerned. So, you have a personal policy in place about how you’d like to spend your weekends, and you are able to better communicate your refusal based on that stance.

What usually happens when people ask you for something that you want to say no to is that we grasp for the first available excuse. And excuses are much less effective than policies. Policies reflect a long-standing stance which stem from something that’s important to you, something that you value. And when you use a policy, you are more likely to get compliance than if you use an excuse.

Pete Mockaitis
Interesting. You say compliance, as in the requestor just overrides you.

Vanessa Patrick
No, the requestor will either push back or they will respect your refusal. Those are the two main options. So, when someone asks you something, they typically expect a yes. It is societally expected that an invitation, an ask, a favor, is going to garner a yes response. There’s a ton of research that shows that we say yes to the most ridiculous requests because we are socialized and hardwired to help.

We are conditioned to be cooperative. We are psychologically poised in many ways to say yes than to say no. And because of that psychological makeup and that socialization, when we say no, we often get pushback from the asker.

Pete Mockaitis
That’s intriguing on so many levels. One, I’m thinking that’s kind of absurd that that’s in us humans. Two, I’m thinking I guess there’s probably a set of contexts that make that true versus not true. So, the majority of my emails are pitches from publicists and authors, etc. to want to be on my podcast, maybe the plurality of emails.

And so, I would imagine they don’t really expect that I will say yes because, in their own experience of any sort of recruiting, sales, business development activity, the majority of people say no. And I find it a little funny when they say, “I’m just making sure you got my email. Like, this is the weirdest thing that you didn’t reply.”

Like, in some ways, I find that a little bit irksome because there seems to be, like, almost dishonesty there. It’s, like, “You don’t really expect a response. Of course, you would like one.” So, I guess that’s what I’m thinking. Like, in the context of a stranger who’s asking hundreds of thousands of people the same thing via an impersonal platform, email, I don’t imagine they expect a yes. But you tell me, maybe they really do.

Vanessa Patrick
You hit the nail on the head in terms of the impersonal platform. So, we are 34 times more likely to say yes to a face-to-face request.

Pete Mockaitis
Thirty-four.

Vanessa Patrick
So, email is actually the best way to say no to people because it’s impersonal, as you just mentioned. You take away that face-to-face concern. I also think that if you think about the studies that people have done, like Vanessa Bohns, for example. She has people ask people to do the craziest things: defile library books, “Can I play in your backyard?” “Can you mail this for me?” completely crazy things, and she finds that people are much more likely to say yes, even to those completely ridiculous requests than say no.

And there’s a lot of evidence out there that people do struggle with saying no, and so it’s just easier to say yes. And so, I talk about it in terms of the fact that society favors the asker. So, if you’re the asker, you get to ask and then everybody feels really terrible about saying no. But we have to remember that an ask is just an ask. We don’t have to say yes to every ask that comes our way. And for a lot of people, they struggle with that.

Pete Mockaitis
Thirty-four times. Well, now I’m intrigued. Do we know where phone calls stack up, because in a way it’s live and real time, but there’s not a face? So, I imagine it’d be in the middle. Do you have the numbers on that?

Vanessa Patrick
No, I do not. But I’d imagine that it’s somewhere in between the face-to-face and the email. But I think, because it’s technology-mediated, it becomes easier to say no even on a phone call compared to a face-to-face request.

Pete Mockaitis
Okay. That’s powerful right there.

Vanessa Patrick
Yeah. So, one of the things that I mentioned is the importance of putting technology in between you and the asker when it becomes a very difficult ask, or when you’re dealing with a very pushy asker. Convert the conversation to a digital medium or put some technology between you. It’s easier to text, it’s easier to phone, a phone call converted to an email than to handle people face to face.

Pete Mockaitis
You know, I’m reminded of I’ve got a buddy who’s a priest. He tells me that after church, there’s crowds of people, and they shake hands and say hello. Well, it’s a good way for people to have a little bit of a relationship exchange, community-building there. And he said that he was inundated with requests, like, “Oh, you should come over have dinner. We should hang out in this way or that way.” And he used to say yes all the time, immediately, and schedule, he’s like, “Oh, my gosh, my calendar is out of control.”

And so, he decided his new policy was, when they make an invitation, assuming he doesn’t want to immediately do it, he says, “You know, that sounds great. Please call the office on Monday and talk to Debra, or whomever, and she owns my calendar, and she’ll find a good time for us.” And he said, invariably, like way over 90%, he told me, of the incoming requests just disappear because it’s quite a difference to say, “Hey, I had this fun idea. Why the heck not?” versus, “Okay, I’m going to actually have to remember to put into my calendar, to call the administrative assistant, and get that sorted out.”

So, I thought that was brilliant in that you’re continuing to show interest and it’s not blowing them off.

Vanessa Patrick
I think your priest friend has got two principles right in the book, that I talk about in the book. Never say yes in the moment, like always buy time. And second is, if you have the opportunity to delegate to someone, and that person says no on your behalf, it’s a win. So, Debra from the office, if she says no to the person, it’s not going to feel as bad as when your friend has to say no.

Pete Mockaitis
Certainly. And just the dramatic reduction in terms of folks who even do that is huge.

Vanessa Patrick
Will follow up, yeah.

Pete Mockaitis
So, now, tell me, when it comes to the rules, I don’t know who, if this is from a TV show or a movie somewhere, but someone was hiring a nanny or a housekeeper, and they just laid it like, “I don’t do dishes, I don’t do laundry, I don’t do cooking, I don’t do diapers.” And it’s sort of like, “Okay. Well, this isn’t going to work, is it?”

And so, I think that emotional side of us, in terms of a rule, that sounds like, “Ooh, that sounds awesome.” Like, you can communicate a rule, you have some extra conviction, they understand not to ask again, so that has a lot going for it. But it can feel a little more scary, “I’m not just saying no once. I’m saying no to a potential hundreds of future requests in one fell swoop.” And that’s even scarier to say, Vanessa, so how do you think about the articulation of rules?

Vanessa Patrick
So, these rules are just simple rules that you set up for yourself to increase things like your productivity, to enhance the quality of your decision-making, to make your relationships better, to advance yourself in your career. These are things that all of us care about in working life, and these are all the things that we need to think about, setting small rules.

It is not this rule, like the nanny you were talking about, not to do the job that you were hired to do. It’s about doing the job the best possible way you can. And sometimes you have to protect your time to be able to do that job. I think one of the things that we see in the workplace right now is the tyranny of the number of meetings that you’re dragged into. You don’t actually have time to do what you were hired to do.

And so, sometimes just setting up rules around when you meet and when you work, or when you can take some time to do some deep work that needs to be done and protect that time, these are simple rules that just enhance your productivity and actually make you a more valuable member of the organization.

Pete Mockaitis
Now that sounds awesome. Do you actually articulate some of that stuff if you were to, say, have this conversation with a manager?

Vanessa Patrick
Yeah. So, think about what your priorities are, what the job is, what do you need to do? So, one of the conceptualizations that I really love that I use in the book is this notion of, “What is good work?” And Howard Gardner from Harvard University, he’s an educational psychologist, comes up with a lovely definition of what is good work, good work that is meaningful.

Good work has three main dimensions, kind of like a DNA strand. It is excellent, it is emotional or engaging, and it is ethical. And so, when we do good work, we are essentially devoting ourselves to work that brings out the best of us, that leverages our strengths, that showcases what we bring to the table. When we do good work, it is emotionally gratifying. It feels good to do. We feel as if we’ve achieved something meaningful. And, finally, is that it does good, like it has an ethical dimension. It makes the world better. You leave the place better than you found it.

And so, when you think about work, and when we think about work, if we can think about this framework of work, and then try and achieve on a daily basis that sort of quality work, and in order to do that, we do need to set up these personal policies that facilitate that sort of activity.

Pete Mockaitis
Okay. And so, to tackle the fears head on, if we fear that, “Oh, I’m going to be perceived as not a team player, or I’m lazy, I’m not manager or executive material because I’m not truly committed with my rules and my no’s,” do you have an answer, or even better, some real data on what it’s like on the receiving end?

Vanessa Patrick
So, this is the concern for reputation. So, there are two main concerns for why we say yes when we want to say no. One is we want to be liked. So, one is a concern for relationships, and the other is a concern for reputation. The concern for relationships deals with the need to be liked, to be included in a social group, to have friends, to be part of something.

And our reputation is the other thing that we’re really concerned about, the notion that we want to be seen as competent, on the ball, a team player. Reputation is, essentially, what people say about us when we leave the room, and we want people to say good things.

And so, these are two key drivers for why we say yes when we want to say no. So, your point about, “Oh, I’m concerned about these things that people will say,” is the reputation concern. And I always say, of course, you should take on things that you can handle and that you can fit into your schedule, but I call it the house of cards trap.

Essentially, if you think about every ask that comes your way, and if your goal is to be a team player and to be seen as competent, and you just keep saying yes to that stuff, you’re essentially adding more and more cards to an increasingly fragile house of cards that is going to collapse if you do not, at some point, essentially.

And so, thinking about your reputation in the short term, like, “If I say yes right now, they will like me, they will think I’m competent,” as opposed to thinking about your reputation in the long term. If you keep taking more stuff, you’re going to drop the ball, you’re not going to be able to deliver, you’re not going to be able to deliver quality.

And so, I always argue, “Is it better to say no up front, because it is just something that is not in your wheelhouse or doesn’t leverage your strengths, or you simply just don’t have the time to do it? Say no now or drop the ball later, and have your reputation take a hit, or a bigger hit perhaps.”

Pete Mockaitis
Okay. Well, now could you give us some example articulations of the no that is artful and it’s an empowered refusal? And I say, “Hey, Vanessa, I would love it if you could stay late. We got this really big client presentation coming up on Friday, and I think we’re behind, and there’s really a lot at stake. So, could you stick it out for a few hours?”

Vanessa Patrick
That may not be the best time to say no.

Pete Mockaitis
Okay.

Vanessa Patrick
So, one of the things I talk about is deciphering the ask, like, “How do you decipher to say yes to and what to say no to?” If it’s a high stakes, really important thing that you need to pitch in for, it may not be the best thing to say no to. But if someone asks you, “Hey, can you organize the retirement party because someone is retiring?” That is something that is not urgent, not terribly important, and anybody can do it. That may be the thing to be saying no to.

Pete Mockaitis
Okay, that’s good. Well, I was going to ask, in terms of we’ve got our rules, how do we think about bending rules and under what circumstances?

Vanessa Patrick
I think they are your rules and they are meant to be meant. But if you bend them every single day then it’s not a rule. You need to have rules, and you need to have contingencies, and you need to have a sense of, let’s say, “I never work in the evenings because 6:00 to 8:00 is family time.” Assume that that’s my rule. But as you just said, if someone says, “Hey, Vanessa, can you pitch in because we have this really important thing, and can you make an exception and come just this Thursday evening because Friday is this big deadline?” By all means, you can break your own rule if you choose to.

Pete Mockaitis
Okay. And do you recommend articulating that in a special way?

Vanessa Patrick
So, I often talk about saying things in terms of using very absolute words, “I don’t,” “I always,” “I never,” “It’s my policy.” These are words that communicate that you are speaking from a place of power, so they are empowered language. They also reflect your stance on the matter. So, “I don’t,” “I never.” So, one of the research studies that we did was compared words like, “I don’t” versus “I can’t.”

So, whenever you frame a refusal, you can always say, “I’m really sorry, I can’t do this,” or, “I’m sorry, I don’t do this.” So, let’s imagine you’re at a party and someone is offering you chocolate cake. You can say, “I’m sorry I can’t eat the chocolate cake.” It comes across as disempowered and you’re most likely going to get someone saying, “Why not? It’s just a piece of cake. Go ahead and eat it.” You’re going to get the pushback.

Imagine that you say, “I’m sorry, I don’t eat chocolate cake.” No one pushes back. This is your rule, “I’m not a chocolate cake-eating person.” It implicates the identity. And using language that implicates the identity is less likely to get pushback.

Pete Mockaitis
That’s true. It takes an extra level of courage and curiosity to dig into that. And I think most people probably wouldn’t feel comfortable saying, “Well, why not?” but rather is just, like, it’s almost you have to do more mental work to think about how I engage that conversation further if I were going to, such as, “Oh, that’s interesting. What led you to adopt this policy?”

Vanessa Patrick
Yeah, and most often you don’t get that conversation continuing. Most people accept a refusal when it stems from your identity because that’s who you are, that’s the kind of person you are, right?

Pete Mockaitis
I remember when I was at a party, and someone said, it was a husband and wife, and she said, “Oh, Ricky doesn’t drink anymore.” And so, I’m so full of curiosity, I was like, “Well, now I really want to know what happened with Ricky’s historical drinking.” It’s like, “I’m not going to.” I just met the dude and he’s friendly and cool. I hope we get to maybe have that conversation later. But not the time or the place for me to dig into his history of his relationship with alcohol, though I’m so curious now.

All right. So, I hope Ricky is doing great. Now, you also recommend that we frame our refusal using more nouns instead of verbs. What’s the thinking here?

Vanessa Patrick
So, research shows that nouns, again, implicate your identity. When you say, “I am a writer,” “I am a teacher,” “I am a mom,” these are nouns. They describe your stable stance. Whereas, verbs, like, “I write,” “I teach,” lots of people write, lots of people teach, you are just one of them. And so, verbs, essentially, describe an activity, whereas nouns describe who you are, again, implicating the identity.

And so, if you have to talk about yourself, and there’s research that shows that when we talk about ourselves in terms of nouns, we come across as more authentic and, like, stable individuals who can communicate what they do. And so, there’s some work that talks about how we should talk about these things in our resumes and in job interviews by using more nouns than verbs.

Pete Mockaitis
Okay. And now, Vanessa, we didn’t quite do a demo because you wisely mentioned, “Maybe this is not the time to say no,” but now let’s say it is the time to say no, and I’m saying, “Hey, Vanessa, could you pick up my drycleaning this afternoon? It looks like I’m not going to be able to make it there after all.”

Vanessa Patrick
“I’m sorry, I go to the gym every afternoon between 3:00 and 5:00.”

Pete Mockaitis
Okay, and that’s that. There’s no elaboration.

Vanessa Patrick
Yeah, know it’s a complete sentence.

Pete Mockaitis
Okay. There we go. Let’s try again. “Vanessa, could you scan these documents and email them to me?”

Vanessa Patrick
“I believe we have someone who does those kinds of things. I’m not the person.”

Pete Mockaitis
Oh, this is fun. I can do this for a while.

Vanessa Patrick
Are you just going to do this all day?

Pete Mockaitis
Maybe. Maybe. I don’t know. Okay. “Vanessa, could you look over this proposal and make sure I didn’t make any silly mistakes?”

Vanessa Patrick
“Sure, absolutely. I’m really good at looking at proposals, and it leverages my unique strength, and I’m happy to strengthen your proposal for you.”

Pete Mockaitis
Okay, so that’s a yes, and that’s cool?

Vanessa Patrick
Yeah. And so, when you’re talking about this, the deciphering the asks, it’s really, I come up with this framework where you can use this mental model to help you to figure out what you say yes to and what you say no to. So, all the things you asked me, I, essentially, looked at them through that framework, and said, “What is the cost to me and what is the benefit to the other person?”

So, there are some things that are low cost to me but huge benefits to you. Like, looking over a two-page proposal and scanning it and making it better, that’s my strength. I’m good at it. I can make it better. I know it’s not a huge deal. I’m going to say yes because it’ll benefit you. But this, “Pick up my drycleaning,” and, “Check the weather and do this rubbish,” that is stuff, no, you shouldn’t be asking anyone to do.

Pete Mockaitis
Okay. And do we know, from the person who makes a request, and they received a no done artfully, do we have a sense in terms of their thought about you, like the relationship and the liking that we’re worried about that’s at risk? To what extent is that a boogeyman of our minds versus that’s real?

Vanessa Patrick
I think we exaggerate the impact that our no’s will have on others. Most often, when you say no to somebody, they simply go ahead and ask the next person. If it’s something that anyone can do, they just go down the list. We do that ourselves. If someone says no to us about something, we just find somebody else to do it. You don’t really think that much about it.

If it’s something that is meaningful and important to you, then, by all means, think about taking it on after you’ve asked the necessary questions, “Is it important? When does it need to get done? How can I contribute? Why did you ask me? Is there something unique that I can do?” By asking questions, we can figure out what to say yes to.

So, I call these the hero’s journey asks. The hero’s journey asks are the ones that are high effort on our part but hugely beneficial to others. And so, we should say yes to those hero’s journey asks because those hero’s journey asks is what makes work life meaningful.

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

Vanessa Patrick
I have this concept in the book that most people seem to like, which is called the walnut trees.

Pete Mockaitis
Let’s hear it.

Vanessa Patrick
And so, there are some people, despite your artful no, will not take no for an answer. And so, we need to figure out how to deal with these pushy askers. And in my book, I talk about these pushy askers as walnut trees. There are several descriptors of these kind of people in the literature – pushy people, bullies, etc. – but I choose to call them walnut trees, and I can tell you why.

A walnut tree is, essentially, this big tree with a luxuriant canopy, and it has a root system that spreads out 50 feet. But what it does is that it exudes in the soil a chemical called juglone and it stems the growth of everything around them, and so that’s why I call it that. It’s easier to deal with people when you can recognize walnut tree behavior, and say, “Oh, that’s walnut tree behavior,” when someone is being an exceptionally pushy asker. And there are strategies that you can develop to deal with walnut trees when they are being pushy, including, like we talked about, bringing in technology, delegating the ask, etc.

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

Vanessa Patrick
My favorite quote, and one I say to myself almost every day, is, “Be in demand. Stay in control.”

Pete Mockaitis
All right. And a favorite book?

Vanessa Patrick
I read a lot, so it’s hard to choose. But my favorite book of recent time has been Lessons in Chemistry.

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

Vanessa Patrick
QuillBot.

Pete Mockaitis
And what does that do?

Vanessa Patrick
It’s an AI-writing tool.

Pete Mockaitis
All right. And a favorite habit?

Vanessa Patrick
I wake up every morning at 5:15 so that I have some alone time. I thrive on the solitude of the morning and the serenity of the morning.

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

Vanessa Patrick
“It goes the way you say.”

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

Vanessa Patrick
I’m on LinkedIn, I’m on Twitter @vpatrick23, and on Instagram vanpat23, and my website is VanessaPatrick.net.

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

Vanessa Patrick
Yes, don’t be afraid to say no. Invest in the art of empowered refusal and say no to the things that don’t matter.

Pete Mockaitis
All right. Vanessa, this has been a treat. Thank you and I wish you much luck and fun in all of your refusals.

Vanessa Patrick
Thank you. You, too.

877: Why Small Decisions Matter—and How to Make them Better with Richard Moran

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Richard Moran makes the compelling case for why we should take the small decisions in life more seriously.

You’ll Learn:

  1. One word to purge from your vocabulary.
  2.  The simple trick that makes making decisions easier.
  3. How to use your gut effectively.

About Richard

Richard A. Moran is a Silicon Valley-based business leader, workplace pundit, bestselling author, venture capitalist, former CEO and college president. He is best known for his series of humorous business books beginning with the bestselling, Never Confuse a Memo with Reality, and is credited with starting the genre of “Business Bullet Books.”

His body of work includes 10 books about using commonsense in business. He is the host of the CBS syndicated radio program, “In the Workplace.” Rich has appeared on CNN, NPR, and most major media outlets. He continues to work with organizations to help them make better decisions and is an “influencer” on LinkedIn where he is a regular contributor.

Resources Mentioned

Thank you, Sponsors!

  • BetterHelp. Make better decisions with online therapy. Get 10% off your first month at BetterHelp.com/awesome.

Richard Moran Interview Transcript

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

Richard Moran
Thanks, Pete. I’m happy to be here today.

Pete Mockaitis
Well, we’re happy to have you talking decision-making in your book Never Say Whatever: How Small Decisions Make a Big Difference. Could you maybe kick us off with one of the trickiest or most interesting decisions or decision-making processes you’ve ever witnessed?

Richard Moran
Sure. Well, in the book, I interviewed a lot of people about how they make small decisions, and my books is not about huge decisions in our lives. It’s about the thousands of small decisions that we’re making every day. And I asked some people, “How do you make these small decisions?” And I got all kinds of interesting answers. Everything from some people, one guy said he turns over the Magic 8 Ball until he gets the right answer, you know, the toy, the Magic 8 Ball. Some people ask Siri, “Hey, Siri, what should I do about this?” But those are sort of the outliers. What most people do is say things like…

Siri
“Make a note. Define happenstance. And set a timer for 20 minutes.”

Richard Moran
Sorry, there she is.

Pete Mockaitis
Actually, that’s perfect.

Richard Moran
Yeah, she actually, there she is. She does everything.

Siri
It’s okay, Rich.

Richard Moran
Stop, Siri. Most people use simple things like pros and cons and if-then scenarios and things like that. The book is about small decisions, and in my research, I found that there’s like 3500 small decisions that we make every day, and all of them matter. If you don’t make any single one of them, your little world on that day might go sideways.

Pete Mockaitis
Thirty-five hundred, so, geez, that’s like three or four a minute of consciousness.

Richard Moran
Yeah. Well, think about it, in the research, they did the simple test of the decisions that you make when you go out to lunch with a colleague, and they found that there’s about 350 decisions that you make when you go out to lunch – where to go, where to sit, leave your jacket, take your jacket, lettuce, tomato, mayonnaise, sourdough, wheat. You get the idea.

But every time you say, “Whatever” to any of those decisions, you’re likely to get just the sandwich that you don’t want. So, all I do is highlight that every time you say the word ‘whatever’ bad things might happen. And this might be the easiest interview you’ve ever done because all I want your listeners to do is stop saying, “Whatever.”

Pete Mockaitis
Okay.

Richard Moran
As simple as that. I’m the evangelist to kill one word – whatever.

Pete Mockaitis
All right. Well, so tell me, while you were putting together this book, any interesting, surprising discoveries?

Richard Moran
Yeah. Well, I interviewed leaders as well as men and women on the street. And what I found is that there’s a simple solution for curing the ‘whatevers.’ So, if someone says ‘whatever’ to you, I’ve discovered that effective leaders, effective people in their jobs, say, “Tell me what that means. Okay, I get that you said whatever. Tell me what that means. Does that mean you don’t care? Does that mean you want me to make the decision? Tell me what that means.” And the simple response to whatever of someone saying, “Tell me what that means,” is really helpful.

And then, on the other side, when people say, “Well, how do I stop saying whatever?” I found that leaders do a simple thing, and that is they are always clear about what their intentions are. So, the example that I’ve used that seems to resonate is if your intention is to lose weight, you make decisions about being on a diet. If your intent is to stay in shape, you decide to take the stairs, not the elevator. If you intend to stay married, you make decisions that will keep your marriage alive.

So, I know those are very simple and very simple kinds of examples but clarifying one’s intent is not as easy as it sounds. So, what I want people to do is think about what your intent is for a day, or for this job, or for this project, or “For my career.” What’s your intent? Because then the decisions are easy. If your intent is not clear, then the decisions are hard, are less easy, and you’re likely to say, “Whatever.”

Pete Mockaitis
Okay. Well, so it sounds like you’ve nicely segmented a few categories of what whatever can mean. Can you break those down for us?

Richard Moran
Yeah. Well, there’s lots of definitions for whatever. And it’s funny because as I talked to people about the book, the nuances of how they say it resonates like, “Whatever,” or, “Whatever,” and each one means a different thing. So, it usually means, “I don’t care,” you know, “Whatever, I don’t care.” But it could also mean, “You make the decision for me, and I’ll blame you later.”

It could also mean, “I’m helpless,” or it could be a dismissive term. Like, an example so often it’s used is, “Honey, what do you want for dinner?” “Whatever.” Well, that’s a dismissive way to avoid a decision. It can mean, “I hate you.” It can mean, “I’m going to fill this little space of air up with a useless word.” In the book, I found about 20 different definitions, and all of them are bad except for one.

And the one definition that works is, “Honey, I love you, and I’ll do whatever it takes to win back your affection.” But other than that, it’s not benign. It’s sort of a toxic word. Often, people have compared it to the F word. And the F word has a lot of meanings, too, but it can be benign, and whatever is not. It’s toxic, especially in the workplace where people are paid to make decisions. Everyone is paid to make decisions at work.

Pete Mockaitis
Okay. So, then tell me, if a small decision comes up, and we really are indifferent, what do you recommend we do or say?

Richard Moran
Pick one.

Pete Mockaitis
Okay.

Richard Moran
If you’re indifferent, then I can see someone saying, “Well, they’re both good, so I’ll take this one. I’ll pick this one.” How many times have you been in a restaurant or anywhere, and whatever projects an indifference, which usually projects…? Indifference is one thing, and that might be okay. But usually, the word projects a sense of you being a slacker, or you just being indifferent means lowering, “I don’t care.” And there’s a difference between indifferent and “I don’t care,” but it’s very slight.

Pete Mockaitis
Okay. So, tell me, you’re right. It seems like this isn’t easy. You tell me, Richard, master radio person, if that’s the big idea, and we’ve already got it, where should we go?

Richard Moran
Well, Pete, I can tell you some stories about how I got onto the work.

Pete Mockaitis
All right.

Richard Moran
So, it’s a classic case. I was in a big-time consulting firm, giving a presentation about…it was actually about operator centers, and people were going to lose their jobs depending on how the decision went. And as I relayed all the options, the CEO at the time said, he raised his hand and said, “Whatever.” And I said, “That’s not one of the options.”

So, I wanted him to pick one and then he wouldn’t. So, what he was really saying was, “You make the decision for me, Mr. Consultant, and I will blame you later,” which, of course, he did. And the word came to be people assume that teenage girls are ones that say this word. Remember the movie “Clueless” with Alicia Silverstone, where she would raise her fingers in a W and everybody would go, “Whatever”? Well, that’s how it started, but it’s not teenage girls who say it alone. It’s everyone who says it.

Now, for some people, it could be a shrug of the shoulders, it could be raising your eyebrows or rolling your eyes, it could be the middle finger, it could be a lot of things. But every time you say that, it’s turning into a decision that you’re avoiding. And I’ve learned in the research also that the decisions that we don’t make are the ones that create regret in our lives.

So, when people say, “I should’ve gone to graduate school,” or, “I could’ve been a manager,” or, “I would’ve been more successful had I…” you know, the should’ve, could’ve, would’ve are all part of the whatever syndrome that you didn’t make the decision. And what the research again shows is that the decisions that we did not make are the ones that we regret.

So, think about that every time you’re not making a decision, you’re regretting it, and that’s not helpful. It’s not good. And it even affects our personal lives when we can, in our dealing with our partners, and our children, and our parents, the whatevers are just toxic where you should be intentional, and you should be trying to do something with your decisions, and not blowing them off. It’s as simple as that.

Pete Mockaitis
Okay. And so, if we do have sort of a fear or an avoidance going on with decisions, how do you recommend we improve that mental space?

Richard Moran
Well, there is, I call it the FOBO, the fear of a better option, “I want to take the high school cheerleader to the prom but, in the meantime, I’ve got this other…” So, the better options usually don’t appear, and so make a decision based on what you know. There’s also, and I love this rule, it comes out of Bain, the consulting firm, that they call it the two-minute rule.

And that is, whether you’re an organization or an individual, the decision that you make, are likely to make in the first two minutes of being faced with it, is probably the same decision that you’ll make if you suffer over it for a week. So, make the decision quickly, in that way, if it’s not the right decision, you can always go back and change it.

So, the two-minute rule is something that is really something that can affect our getting out of the whatever syndrome, so it’s a good rule. And I think it also applies to the regret. So, if you don’t make the decision quickly, and you’re probably going to have regrets about not making them later. And, Pete, there are so many books written about decision-making. There are hundreds of books that include pivot tables, and spreadsheets, and all kinds of flux capacitors and String theory, who knows what.

This is not complicated. What I want people to do is understand that the small decisions are the ones that matter, so please make them. I’m not suggesting that anybody go into a big decision, like a career move or marriage or something, and treat it like it. Those are not small decisions, and require all the analyses and thoughtfulness that they should. I’m just talking about the small decisions and how important they are. As simple as that.

Pete Mockaitis
All right. So, we have the small decision, and we have any number of reasons we don’t care to make it, we want to blame someone else. We are open to any number of things. We’re a little bit scared of the implications. Walk us through, we got two minutes to make a small decision. What do you recommend we do to make a small decision greatly in two minutes?

Richard Moran
Well, a lot of people say, “I’m just going to use my gut,” which is fine. Gut is fine. Everybody points to Steve Jobs as he always made gut decisions. Well, gut decisions are fine if your gut is informed. Steve Jobs could make gut decisions because he had years of product design and understanding what worked. So, your gut decision in the first two minutes could be the right way to go if your gut is informed.

If it’s not, then you need to do simple things like, as I said earlier, just make a list of pros and cons, make a list of “If I do this…” Do an algorithm, “If I do this, then this will happen. If I don’t do this, then this will happen.” And we’re constantly doing that in our head anyway, so use those simple techniques that have seen to work over time.

What I find is that people, when they don’t make these small decisions, they pile up. Email is the best way. Think about email. Every morning, we all have hundreds of emails. What do we do the first thing? We delete the ones that are easy. We delete, delete, delete. So, out of the hundred emails, there’s 50 left. Ten of them are hard, and those are the ones that we might not make decisions about.

We wait until later in the week, and on Friday, those 10 decisions are now 50 decisions that are not momentous but that’s what causes decision fatigue. We all have decision fatigue right now about what to wear, what to watch. So, it’s a good way to avoid decision fatigue is just by making the decisions when you’re faced with it.

Pete Mockaitis
Now, that’s interesting because I had conceptualized decision fatigue as a consequence of making too many decisions, it’s like, “Oh, I’m so fatigued from doing pushups or running. I’ve done so many pushups or ran so many miles, I’m now fatigued.” But you posit that, “No, it comes from not making the decisions.”

Richard Moran
It is, yeah. You’re faced with it and you don’t make it, so, all of a sudden, you’re burdened, you’ve got the weight of the world on your shoulders because you’ve postponed all these decisions, and now you have to make them all, and they’re harder if you wait. So, I think both can work, both are possible, but what I’m suggesting is that when you don’t make a decision, they pile up, and then you get sick and tired of making them all.

Pete Mockaitis
Yes, and it’s certainly more overwhelming and unpleasant to face an inbox in the hundreds than in the dozens.

Richard Moran
Yeah, and they do, as we all know, they do pile up. And the hardest ones are usually the ones that we don’t make decisions about.

Pete Mockaitis
Indeed.

Richard Moran
So, that’s what I’m trying to get your listeners to avoid.

Pete Mockaitis
You’ve got a turn-of-a-phrase, “action follows intent.” How does that apply here?

Richard Moran
Well, it’s something when I talked about earlier about clarifying your intentions, and then your actions and your decisions are much easier to make. And when people think about intentions, especially in the corporate world, they think about visions and missions, or the intent of Google is to provide information to the world in a good way, and do no harm.

But what I’ve discovered is that people have their own intentions. And one of the guys I interviewed for the book, who was so fascinating, his name is John Bullock, he’s in Kansas City, or he’s in Lawrence, Kansas, and he is both an episcopal priest and a very successful lawyer. And he has a personal mission statement which just clarifies his intent, and it’s to help people.

So, every day, his intention is to help people, and then he makes all his decisions along those lines. And I’m not doing him justice, but it was a beautiful thing when I heard it, because he made all of his small decisions every day because his intentions were so clear. And it works. For him it really worked. So, that’s what the actions follow intent is all about, and make the intentions clear.

Pete Mockaitis
Do you have any other perspectives on the self-awareness, the clarity of intention, or articulations, examples of that, that just make a world of difference in aiding our decision-making?

Richard Moran
Yeah. Well, the other thing I learned, besides actions follow intent, is that good decision-makers are self-aware, that they know in their heart of hearts what they really want to do and they make decisions accordingly. And I think good leaders are self-aware, and good leaders are able to make decisions. So, an example I use, I was a CEO of a company, and I knew that I am not good at numbers, I’m not good at details. Believe it or not, there are CEOs who are not good at those two things.

But I am good at sales, I am good at communicating, I am good at building relationships. So, I’m self-aware enough that I could make decisions so that I surrounded myself with people who are good at numbers and good at details, and it just made the organization way better the fact that I was self-aware enough that I could make decisions like that. And as I talked to leaders around the world, they’re all self-aware. And that self-awareness allows them to make better decisions. Simple, yeah.

Pete Mockaitis
Okay. Well, let’s say we do have some clarity of self-awareness and intention, and we are inspired, we are not saying whatever, we’re taking on decisions, we’re making them in two minutes frequently or less, are there any traps or pitfalls within this world that you’d highlight for us to avoid?

Richard Moran
Yeah, one is that you make decisions based on what you think other people want, and that’s an easy pitfall. Another is that you don’t take risks with your decision-making. And a lot of the good leaders made risky decisions. Let me put it another way, they were not afraid to make what they would term as a risky decision.

Another pitfall is that lots of times we all have to make decisions when all of the options are bad. And I see that happening right now in the tech world. Or, leaders are making decisions based on, “Should we run out of money or should we lay off people?” Both of those options are bad, but you still have to make one. Delaying that decision is going to mean bad things, both bad things are going to happen.

So, I see people really delaying decisions and not making them when the options that are available are all bad. So, put it all together, and it just adds up to success. Personal satisfaction, career success is all based on the ability to make all those small decisions.

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

Richard Moran
No, I think, as you said, Pete, the whole book is in the title, Never Say Whatever, and I think we covered it.

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

Richard Moran
Yeah, I have it right here. Let me find it. And it’s by one of my favorite authors, it’s by Arthur Miller. Well, I have two quotes, actually. The Arthur Miller quote is, “One can’t forever stand on the shore. At some point, filled with indecisions, skepticism, reservation, and doubt, you either jump in or you concede that life is forever elsewhere.” And the other quote I like, it’s by anonymous, is, “I used to be indecisive. Now, I’m not so sure.” So, don’t be indecisive. But I like those two.

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

Richard Moran
Well, I love the Cornell research that talked about the small decisions that we make every day, and that’s one that discovered how many decisions we make, and brought it down to lunch. So, it’s fascinating when you think about it. And there’s also a lot of research that I found interesting in doing the book, and that is how many big decisions people identify in their life.

And how many times have we heard somebody say, “Oh, I’m faced with so many big decisions”? Well, the truth is, and this is out of a lot of research also, that there’s 10 or 12 big decisions in our lives, 10 or 12. And that includes things like your career, where you live, who you marry, your faith, what about children. It even gets down to whether or not to have a dog.

So, people think that there’s all these big decisions hitting them all the time. There’s not. Those big decisions are few and far between because they’re so few. It’s all those small decisions every day that are what are so important.

Pete Mockaitis
All right. And a favorite book?

Richard Moran
My favorite book is a recent book, and it’s out now by an Irish author, and it’s called This Is Happiness and it’s a coming-of-age story. I bet a lot of your readers don’t know about it, or listeners don’t know about it, but it’s just lyrical about what’s important and about how we all transform from young into a mature person. It’s a great book, This Is Happiness.

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

Richard Moran
My favorite tool is a hammer. In fact, I love hammers so much I have a large collection of hammers. Because how frustrating is it when you have something that needs to be hammered and you can’t find one? So, I have a lot of hammers. That, of course, implies that I treat everything like a nail, and that might be true. When the only tool you have is a hammer, you do tend to treat everything like a nail.

Pete Mockaitis
All right. And a favorite habit?

Richard Moran
My favorite habit is getting up early, and greeting the day with a smile, and say, “It’s going to be a great day, and my intentions today are to make it so.”

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

Richard Moran
Yeah. Well, what I’ve discovered is that, as I’ve talked about the book and the word whatever, I’ve described as an earwig. I’ve put a bug in their ear, and now I’ve ruined their day because every time they say the word, they shiver because they know they shouldn’t be saying it. So, I’m putting earwigs in everybody’s ears, that don’t say whatever. And instead of it’ll be annoying, now it’ll be like the theme song from “Cars” or “Kids” or something. It’ll really be annoying.

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

Richard Moran
I have a website, it’s RichardMoran.com, and I do look at it, and I do respond. And I’m active on LinkedIn. Yeah, I’m very responsive. I am really trying to help people be more successful.

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

Richard Moran
Well, it’s easy. This is an easy one about stop saying whatever. Make those small decisions. That’s my challenge.

Pete Mockaitis
All right. Richard, it’s been a treat. I wish you much luck in all your decisions.

Richard Moran
Thanks, Pete. It’s been great to talk to you.

876: How to Present Like the Pros with Michael J. Gelb

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Michael J. Gelb on the How to be Awesome at Your Job podcast

Michael J. Gelb shows you how to shape your message so that your audience—big or small, in person or virtual—will care about it.

You’ll Learn:

  1. The three questions you need to ask before every presentation.
  2. How to align your message with your body language.
  3. How to channel your anxiety into your performance.

About Michael

Michael J. Gelb is the world’s leading authority on the application of genius thinking to personal and organizational development.  He is the author of 17 books including How to Think Like Leonardo Da Vinci, Innovate Like Edison and Discover Your Genius.  Michael’s books have been translated into 25 languages and have sold more than one million copies. His new book is Mastering the Art of Public Speaking: 8 Secrets to Overcome Fear and Supercharge Your Career.

Resources Mentioned

Michael J. Gelb Interview Transcript

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

Michael J. Gelb
Thank you so much. Great to be with you.

Pete Mockaitis
Well, I’m so excited to get into your wisdom about mastering the art of public speaking but, first, we got to hear about your juggling experience and performing with The Rolling Stones. What’s the scoop here?

Michael J. Gelb
Well, I worked my way through graduate school as a professional juggler. I used to do children’s parties, I would perform on the streets outside Harvard Square and in London Portobello Road. I worked at a few nightclubs as a juggler. And one day, I was in Hyde Park in London practicing with my juggling partner who used to be the head of Reuters. He was the science editor for Reuters for Europe.

And we were just minding our business juggling in Hyde Park, and a gentleman approached us, and he said, “I’m the tour manager for The Rolling Stones. Their concert tour theme is carnival. We need jugglers. We’ll pay you £50 each if you can come to Earls Court Theater tonight and juggle in between sets with Mick and the Stones.”

So, yeah, we did that and then that went well, so we got invited to the Knebworth Rock Festival where we juggled on a stage shaped like Mick Jagger’s mouth in front of an audience of more than 100,000 people.

Pete Mockaitis
Wow, that is cool. So, what I love about that is that when you’re juggling, your skills are on full display, like it’s clear, like, “Hey, we need you…”

Michael J. Gelb
Or your lack thereof, yes.

Pete Mockaitis
The Rolling Stones manager was like, “Hey, we need jugglers. I can clearly see they are capable of juggling, therefore, come on down.”

Michael J. Gelb
Right.

Pete Mockaitis
That is beautiful. Well, I’ve always had trouble with juggling. Any pro tips for folks getting started?

Michael J. Gelb
Yeah. So, I taught myself to juggle because my original teacher was a brilliant juggler but he didn’t know how to teach. So, he told me, “Take these three balls. Throw them up. Don’t let any of them drop.” So, unfortunately, many of us get turned off from all kinds of activities because we’re told, “Learn this but don’t make mistakes.” And that seemed crazy to me, so I said, “There has to be a better way.”

And I figured, “What if we just started with one ball and got comfortable tossing one ball? And then attempted two but let the balls drop so we could focus just on the throw. And then throw three, let them drop.” And once you get them flowing out of your hands in the right rhythm and pattern, it’s actually quite effortless. They start landing in your hands, and before you know it, you’re juggling. So, the secret is to focus on the throw, start with one ball, work your way up, and have fun.

Pete Mockaitis
Okay. Now, we know. See, that’s a freebie. We didn’t know we were covering that because we’re talking public speaking. So, you had an earlier version of a book on public speaking over 30 years ago. Tell us, what are some of the lessons that takes 30 years to learn about speaking that you can give us a shortcut for right now?

Michael J. Gelb
Well, they’re really actually pretty simple. The simplest one is to actually know what you’re talking about because people come up to me, and say, “Oh, I want to be a public speaker.” Well, what’s your message? What do you have to tell us? What interesting life experience have you had? What stories do you have to share? What wisdom have you gained and accrued that you will put forth in your presentation? So, we can’t emphasize enough the importance of having something valuable to say.

Pete Mockaitis
Well, I think that sounds like, “Well, but of course.” But, really, though, I think that’s a powerful point that it’s easy to rush past, yet I think if we really stop and validate, there are many circumstances in which we don’t have something valuable to say, or, like, “Hey, there’s always a weekly staff meeting. That’s just what we do on the Mondays. Okay, and someone needs to present about this.”

So, I think that’s one context in which people speak without having something to say comes up. And I also think that sometimes speaking is not the best modality for conveying a thing, it’s like, “Hey, just write an email or send me a link to the cool TED Talk that does this better than you were going to say.” So, yeah, I think it’s worth lingering there a little bit. Tell us, how do we validate whether we got something worth saying and what might be some alternatives we should use instead?

Michael J. Gelb
Well, the key is to, then, marry what it is you think you have to say, what is your message, with an audience because, ultimately, the meaning of your communication is a function of the response you get from a given audience. So, who are you speaking to and why are you speaking to them? What is the purpose of your presentation? And I guide people before they give any kind of presentation.

And you’re right, it could be a staff meeting, it could be in an informal presentation, or it could be your big TED Talk, or a paid speech. Whatever it happens to be, I guide people to actually write down their objectives for each presentation in terms of, “What specifically do you want the audience to know? How do you want them to feel? And what do you want them to do as a result of your presentation?”

And the further guidance on the objectives, “know, feel, do” is, of course, to keep it simple, speaker. That’s my evolved version of KISS, the KISS principle, “Keep it simple, speaker.” So, simplify your message. Einstein said, “Things should be made as simple as possible, not simpler.” I call it optimal simplicity. Write down what do you want the audience to know, what do you want them to be able to remember.

So, for example, if this were a presentation on public speaking, one thing I want everybody on my presentation on public speaking to understand is, before your presentation, think about what you want the audience to know. Write it down. The second one is tricky. It’s how do you want them to feel. And this one is often lost in business presentations because we think it’s just about the facts or the ideas or the data, but people buy on emotion and they justify with fact.

So, it’s important to tune into the human quality in the interaction. It’s not just an exchange of data. If it was, you could just read it. It’s why we like live presentation with real human beings. It’s why people still, thank God, pay professional speakers to travel around the world and go give live speeches. You can watch what I say on video but people like it better when it’s spontaneous, real interaction, because of the emotional element. So, how do you want them to feel? And then, obviously, what do you want them to do?

Maybe it’s a sales presentation so you want them to buy something, for example. In a lot of staff meetings, maybe it’s just you want people to leave you alone, but you need to know specifically what’s your objective because when you know your message, when you know what you’re talking about, when you’ve done your homework, when you’ve done the preparation, you know who the audience is, you know what you want to tell them, you know why you want to tell it to them, how you want them to feel, what you want them to do as a result of the presentation, that organizes everything such that, well, one of my favorite sayings, “Everybody gets butterflies in the stomach before presenting,” but that’s how you get the butterflies to fly in formation.

Pete Mockaitis
Okay. So, what do I want the audience to know, what do I want them to feel, and what do I want them to do. Can you give us an example of clear articulations of that? Because I think we can maybe be shallow, it’s like, “Oh, I want them to know my product is awesome, I want them to feel kind of excited about it, and I want them to buy it.” Is that detailed enough?

Michael J. Gelb
No. No.

Pete Mockaitis
Let’s hear it.

Michael J. Gelb
But you did a great imitation of a sort of generic, “Ooh, my product is awesome.” It would be good to have that degree of enthusiasm because one of the other huge points is people are always reading your energy, they’re reading your body language, they’re looking to see if there’s any discrepancy between what you’re saying, and your voice tonality, your facial expression, the way you look at them, your gestures. I call it body message synchrony, which is why it’s a really good idea to actually be aligned with and believe in whatever it is you are doing because it’s much easier to have that alignment happen naturally.

Pete Mockaitis
But to the point about synchrony, I think this evaluation that we’re doing, I agree that we’re doing it. I think, in my experience, I think we’re often doing it unconsciously or subconsciously and not so much, like, ticking the boxes with a close conscientious evaluation but rather you just get a vibe, like, “Eh, I’m kind of bored,” or, “Eh, there’s something a little off about this guy, and I don’t really care to dig in. And I don’t know if I trust him. I don’t think he would just straight up lie to me but something feels off here, and I’m just maybe going to tune out.”

Michael J. Gelb
Yes. Well, you’re exactly right. Most people just experience this without being aware of what it is specifically that is the discrepancy. Whereas, I can usually watch somebody and see what the discrepancy is. There’s an old Chinese saying, “Beware of the man whose belly does not move when he laughs.”

Pete Mockaitis
That is a creepy vibe, I will admit.

Michael J. Gelb
Yes, I’m good at that. But coming back to what you said earlier, so it’s not just good enough to say, “Well, gee, I want to tell them my product is awesome.” You probably want to think about what is your unique selling point, what is the specific advantage. Most importantly, what is the need that your product is going to meet that the audience actually has? And then, how can you help them feel that, oh, you’re here to help them?

I’m a big advocate of helping other people, that that’s how to have a successful happy life, that’s how to be a great presenter is, I’m genuinely interested. I want to help people. I’ve always made my living with that principle. There are plenty of people who find ways to make a living by doing other things, by focusing on pandering to people’s addictions and their fears and their anxieties. But if there’s an underlying ethical underpinning to how I teach presentation, it’s present something that will make the world a better place.

Pete Mockaitis
Okay. So, we were in the example of selling something for what the knowing, feeling, and doing. It sounds like in a shallow version versus a bit more detailed. Can you give us another common case situation and what a robust articulation of what I want my audience to know, feel, and do sounds like?

Michael J. Gelb
Well, I’m working on a presentation right now, so rather than just telling you about something from the past. I’m working on a presentation for next week, and it’s a five-day seminar. And I am actually going through the whole week each day what I want the audience to know, feel, and do. And then I’m attempting to simplify the whole thing, and this is another point, a takeaway for people, which is I’m going to tell them, right up front on Monday morning at 9:00 o’clock, what it is they’re going to get through the course of the whole five days.

And I’ve been working on a way to codify it in a simple as possible and as memorable as possible a fashion, and I’m going to actually have them do a physical movement that represents each of the five essential things I want them to get in the course of the week. I’m going to introduce that right at the beginning of the week. I’m going to be reinforcing those five points throughout the course of the week. And guess what the last thing we’re going to do is? We’re going to review it again.

So, I’m confident that people will actually, not only understand what I teach them, and this is another critical point for presenting, because it’s easy for people to understand what you’re saying but will they remember it? And if you really want to be a great presenter, you not only get through to people, and they go, “Oh, yeah. Oh, wow, that’s cool. Oh, I didn’t see it that way,” but they also remember it, ideally, for many years to come.

Pete Mockaitis
Yeah. Well, that sounds swell. So, then, in your specific instance here with the five-day situation, could you give us your articulation of the knowing, feeling, and doing?

Michael J. Gelb
Well, it might take a little while because I have to explain to you, I’m teaching something that’s a little bit off the beaten path of everyday business discourse, and it may not immediately directly relate. This is a Tai Chi Qi Gong seminar.

Pete Mockaitis
We got a Tai Chi seminar, and what do I want them to know, what do I want them to feel, what do I want them to do?

Michael J. Gelb
Well, so I’m teaching something called the five animal frolics.

Pete Mockaitis
All right. It sounds like a good time.

Michael J. Gelb
It’s really cool. I’m going to start by asking people, “Do you like animals?” And they’re all going to say, “Yes.” I say, “Do you like to frolic?” And they’ll say, “Yes, we do.” And I say, “Well, you’ve come to the right place.” And actually, the truth is, because it’s not just a talk, it’s a seminar, there’s a very important element, which is that I’ve learned over years of practical experience, which is it’s always important to connect with the audience first before you try to influence them or get into what you want them to know, feel, and do.

What you want them to feel is comfortable and happy and filled with anticipation and excitement, and you want them to know that they came to the right place by paying money to sign up for your seminar or your presentation, whatever it happens to be. So, I came up with, I was just working on this today when I went for my walk, “What’s the perfect way to get people to feel comfortable, to open up and start to get to know each other, that fits in with the theme of the course? It’s the five animal frolics.”

So, the five animals are the bear, the crane, like the heron, the deer, the monkey, and the tiger. So, I’m going to put the five animals, and I’ve created fabulous graphics for this and images of all of them, and I have poetry associated with each one of them, and music, not to mention the actual movements from the ancient Chinese lineage.

But what I’m going to do is just put the five animals on the board and I’m going to say, “Rank choice voting, describe yourself in terms of these five animals which is most like you, which is second most like you, third, fourth. And then we’re going to talk to everybody and tell everybody, first, one-to-one, and then small groups, and then altogether, who you are in terms of your five-animal ranking of yourself.

So, it’s a disarming, fun, playful way that will engage people with the content of the course. Because what I want them to know at the end of the course is what are the energetic qualities of these five animals and how can you access them.

Pete Mockaitis
Okay. That’s what we want them to know. And what do we want them to feel?

Michael J. Gelb
Well, what I want them to feel, I actually want them to feel the quality of the bear, and to feel the quality of the crane, and to feel the quality of the deer, the monkey, and the tiger.

Pete Mockaitis
All right. Well, this sounds like a fun time. I kind of want to be there.

Michael J. Gelb
Oh, it’s going to be awesome.

Pete Mockaitis
And I guess what they’ll do is just the actual bodily motions that you’re describing.

Michael J. Gelb
What I want them to do though is actually practice it. I’m not trying to sell them something. I’m not trying to do this so that they’ll buy something from me or hire me. I just want to give them the best possible experience, but part of what will be the measure of that is people will actually practice the five animals. And a lot of these people are advanced Tai Chi practitioners, so I have another thought in mind for them in terms of what I want them to do, which is to see how the animals play into their Tai Chi form and how it can empower the practice of their Tai Chi form.

Pete Mockaitis
Okay. Beautiful. All right. So, there we go, knowing, feeling, doing in that context. There we go. Well, so there’s so much good stuff in the book. I’m curious to hear a bit about the mind maps helping us communicate better. I am not much of a mind mapper myself, so, please enlighten me.

Michael J. Gelb
Well, it’s just a whole brain way to generate your ideas for any presentation. And, most importantly, for many people, it helps you remember what you’re going to say. So, it’s one thing to creatively generate it using keywords and images. That’s the essence of a mind map, is you’re expressing your ideas in images and keywords, and you’re generating the ideas first before you organize them. So, initially, it’s kind of messy because most people slow themselves down and limit their creativity because they try to organize their ideas before they generate them.

So, somebody sitting down to give a presentation will say, “Oh, what should I do, say, first?” That’s not the way to start. Don’t worry about what to do first. Just what might you say? Who’s there? What do you know about this? What’s the topic? What stories do you have? So, just put it all out in a non-linear fashion to start with. Then the coolest thing happens when you do it first in this creative free-flowing non-linear way. You step back and then you say, “What would be a good order to present this in?” And it just becomes apparent. It organizes itself.

Then you redo your mind map so it’s in clockwise rotation, and then you make an image and a keyword to go with each branch of the map. And images and keywords are way easier to remember than outlines or paragraphs or sentences.

Pete Mockaitis
Okay. Well, it’s funny, as I was imagining, “Hey, I want to say a bunch of stuff.” So, one, I have poor handwriting and drawing skills, and type fast, so I tend to jump, which is lean digital in a lot of ways here. So, when you talked about just putting all the things out there in their natural organization, I was imagining using my shortcuts to move it up a line, down a line, but what you said toward the end is that, “Okay, we got the sequence of things.” But in having a circle rotation with the keyword and image, we have engaged the brain in such a way that it’s easier to remember the sequence of things we’re going to say.

Michael J. Gelb
That is correct.

Pete Mockaitis
Okay. That’s cool. And so, I heard a tip, to rotate your portrait landscape piece of paper, landscape over your mind map.

Michael J. Gelb
Oh, landscape. So, mind map, the classical way to do it, which I still do myself and I recommend to all my students, is landscape not portrait because it’s easier to spread out and go in different directions. Start with an image in the center even if you think you can’t draw because it will engage the imaginative pictorial part of your mind. And then print keywords and other images as they arise, put them on lines. The reason to print them is so you can read your own writing because when you start to really get into this, the images and ideas start to flow, and it’s easy for it to get so messy that you can’t read it

Pete Mockaitis
Okay. Cool. All right. So, we got a real thing to say, we got clarity on what I want the audience to know, feel, and do, we’ve got it nicely mind-mapped, so we’ve got a masterplan, and we’re not going to forget it. So, I’d love to get your perspective in terms of when you’re actually up in there with the audience, what are some of the best ways to really establish a connection so that you’re vibing together real time?

Michael J. Gelb
Yes. Well, it’s to genuinely care about your audience and care about your message. People sense if you’re genuine. So, that’s one really fundamental element. The other is to put in your time to prepare, to rehearse. A lot of people just go out and try to give their presentation for the first time in front of a live audience, so you’re not used to saying the words, you’re not used to telling the stories.

So, you met my wife, Debra, before, and whenever I’m getting ready to do a presentation, I give it to her multiple times. I tell her, “Wait.” We just went for a walk. I actually gave her the five-animal frolics presentation so that I can practice what it’s like to just say this to another person so it’s not happening for the first time.

And if you rehearse, your rehearsal is the time to make lots of mistakes and to anticipate the needs of the audience in terms of potentially awkward questions you might get. Whereas, if the first time you ever get the awkward question is live in front of the audience, it might throw you off. Now, having said that, there’s a lot of suggestions in the book, in Mastering the Art of Public Speaking on how to get your system aligned so that you won’t freak out if something unexpected happens but you have to practice those before you get up there, too.

If you’re not practicing the things that are in the book, and somebody blindsides you or just ask something that’s challenging, or difficult, or that you didn’t expect, or that you just don’t know, we’ve all seen people get embarrassed and have very difficult experiences, which is why public speaking is the number one fear of the American public.

Pete Mockaitis
And so, what is the procedure by which you prep for the unexpected? One thing that I’ve found does loads for my own confidence is just imagining worst-case scenarios and questions from hell that I really don’t want to get, and then just preparing for all those. And then I just feel like I can’t think of anything that was not going to work, so it’s like, “Oh, what if they don’t have…?”

I remember when I did a lot more keynotes, I would have a Mac, and I just love the look of terror in their eyes, like, when they would say, “Do you have the adaptor?” I was like, “Yes, I have the adaptor.”

Michael J. Gelb
I always make them bring their own computer, I say, “You provide the computer, you set it up. I will send you everything way in advance. You get it set up. I’ll come in the night before. I’ll go over the whole thing.”

Pete Mockaitis
Oh, that’s good. That’s good. I found that they have a hard time with my custom fonts, and then they’re like, “I can’t make them go,” or, “I have a different version of PowerPoint or Keynote, and then it didn’t translate.” It’s like they’re not up to it, they’re not up to the task of getting it on their computers successfully.

Michael J. Gelb
Well, speaking of computers and preparation rehearsal, I got to tell you, here’s another very recent real-life story about why it’s so important. So, a couple months ago, I was invited to speak at a conference in Trinidad, sponsored by the biggest company in Trinidad and their business school. And they also invited the co-author of my book The Healing Organization, Professor Raj Sisodia.

So, Raj was supposed to speak and I was supposed to speak on the same day. So, I said to Raj, “Let’s make sure we get there the afternoon before, and just go through our presentations together because I want to make sure that they’ve got it working,” and, as you know, the fonts sometimes come out differently because of their system or what, so you want to go through it, make sure the clicker works, check the light. You check everything well beforehand so you can make changes if you need to.

So, it turns out that they had basically said to Raj, “We want you to speak about The Healing Organization,” that’s the name of our book, and they said to me, “We want you to speak about The Healing Organization.” So, Raj and I had prepared pretty much the same presentation almost with the same slides. So, if we hadn’t met and reviewed this, now the truth is I would’ve been able to improvise. If he went first, and I suddenly saw he had done everything that I was going to do, I can improvise, this is a professional thing, is don’t be dependent on anything. If the audio/visuals fail, if your PowerPoint doesn’t work, you’re ready to rock and roll no matter what.

So, sure enough, we see we have the same slides, we were going to do a lot of the stuff in the same order, so, obviously, I said to Raj, “Let’s change this up. What would you most like to do about this?” So, he said what he wanted to do. I said, “Okay, you go first and do all that in the morning, and then, at the end of the day…” So, we changed places, we had to get the staff to buy into sending out a message explaining that they were changing the order of the speakers at the last moment.

We got them to buy in. And then Raj went first, he gave his presentation, I re-ordered all my slides, I referred back to how he started the day. That’s another thing when you’re presenting with other people. You always make them look good. You always highlight the brilliance of what they said. You share it again because we have a much happier, more beautiful world, plus Raj happens to be an incredibly brilliant guy, so it was easy for me to do that.

And then the audience goes, “Oh, yeah, I remember that this morning.” And so, they’re getting more depth of connection with what he said, and then I’m using that as a launching point for the next point that I want to tell them. And one of the things I wanted them to do is invite us back, which they already have.

Pete Mockaitis
There you go. Success.

Michael J. Gelb
Yeah.

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

Michael J. Gelb
Anything you want to know, it’s about you and the audience. I’m here to share anything you might want to know.

Pete Mockaitis
I guess, tell us, do you have any super tricks for overcoming the fear?

Michael J. Gelb
Yeah, the two most important ones, one is to actually be prepared and know what you’re talking about and know what your objectives are. When you know why you’re doing something and you have stories to tell, almost everybody speaks naturally and freely and openly. They don’t say uhm and ahh and you know if they’re telling a story. So, figure out what your story is, why you’re telling it, that will help tremendously.

The other thing is why do I teach all this Tai Chi and Qi Gong and Alexander technique, because your physical presence and your energy on the stage makes a huge difference to the audience but also to you. So, if you have done a preparatory energy-harmonizing practice, and there are lots of them in the book, the most effective ones that I have learned in 50 years of being a professional speaker, they’re in the book.

So, if you do any, find which ones works best for you. I try to give people options. One of the simplest ones, because you’re nervous, you’re anxious, the adrenaline is starting to flow, just do some exercise, do jumping jacks, just do some shadow boxing, do something that gets your energy moving rather than just sitting there, as people do, waiting for their turn to speak. It’s like waiting to go to the gallows for a lot of people.

So, their body, their energy is stuck. It’s the fear pattern of stress, and, “What happens if this goes wrong?” and all the adrenaline. And then they’re getting cotton mouth, and they feel like they’re having trouble breathing. I’m laughing only because it’s so easy to solve this. Don’t sit there and stew in your own stress hormones. Get up and move. And then I give all kinds of options. The most sophisticated, which comes from the Alexander technique and Tai Chi and Qi Gong.

Pete Mockaitis
And can you give us a tidbit from the Alexander technique?

Michael J. Gelb
Sure. So, Alexander was a professional presenter. He was a Shakespearean actor. And he probably was losing this voice in the middle of presentations, so he came up with a methodology to free himself from this pattern, became famous on the stage, and, ultimately, became even more famous for teaching this method to other actors and singers. It’s still taught today at The Juilliard School and the Royal Academy of Drama, the Royal Academy of Music. It’s like a trade secret of the theatrical profession.

And the simplest practice from the Alexander technique is to, you can do this, you can just stand in front of a mirror, and be as upright as you can be, and smile, and then let go of everything you don’t need to stand there, and stay standing.

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

Michael J. Gelb
One of my favorite quotes is from the young Leonardo da Vinci who said, “I wish to work miracles.”

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

Michael J. Gelb
I tell you, my favorite study related to presenting is a study that was done with inmates at Rahway State Prison, and they asked muggers in the prison to look at videos of people walking down the street, and say who they would mug. And the muggers said that they would mug anybody who looked out of it, who wasn’t paying attention, who looked weak, they would attack.

Interestingly, anybody who looked kind of arrogant, they wanted to attack. People who looked balanced, poised, and present, the muggers said, “I just wouldn’t bother that person. There are too many easier targets.” And the lesson is when you walk on stage, don’t be mug-able.

Pete Mockaitis
Okay. Good lesson. And so, it didn’t have anything to do with them looking rich, like, “Ooh, they got the expensive sneakers, or they…”?

Michael J. Gelb
Well, the thing is if you’re rich and you’re not paying attention…

Pete Mockaitis
Double whammy, okay.

Michael J. Gelb
Right.

Pete Mockaitis
I got you. And a favorite book?

Michael J. Gelb
Favorite book. Well, there are lots of them but my seminal book that inspired me was, Man’s Search for Meaning by Viktor Frankl.

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

Michael J. Gelb
Oh, my favorite tool is the juggling ball.

Pete Mockaitis
Okay. So, do you squeeze it or what do you do with it when you’re just working?

Michael J. Gelb
Well, juggle it, and then I also, see, I juggle them. I have them everywhere. See, I have this one. Can you see what it says on it?

Pete Mockaitis
IBM.

Michael J. Gelb
Because I taught a thousand IBM engineers how to juggle.

Pete Mockaitis
Oh, cool.

Michael J. Gelb
And so, I kept my IBM juggling ball. I have all sorts of corporate juggling balls all over my office. But actually, I juggle them as well as using them as wrist flexibility and strengthening gadgets.

Pete Mockaitis
Okay. And a favorite habit?

Michael J. Gelb
Favorite habit. Well, I suppose this is a habit, is walking. I go for a walk. Walking, obviously, I walked into my office to talk to you, but I made it pretty much, we could call it a ritual, maybe a habit to go for a walk in the beautiful around the ponds and through the trees. I’ve done two so far today. I may do one more, possibly two.

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

Michael J. Gelb
Well, what people quote back to me most often is that it’s really because they’ve read How to Think Like Leonardo da Vinci, which is my most well-known book, is that they quote back to me, and say, “Da Vinci was always my inspiration, and thank you for bringing him to life for me.”

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

Michael J. Gelb
MichaelGelb.com. G-E-L-B, MichaelGelb.com.

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

Michael J. Gelb
The call to action and the final thought is take every opportunity to present. You have to practice. So, think of yourself as a professional presenter. Even if you’re not going to do it for money, eventually, you’re going to keep your job, I think it’s actually the number one thing you can do beyond your technical expertise to strengthen your long-term career prospects and be awesome at your job.

Because if somebody else is technically competent, and you’re technically competent, the person who’s better able to speak to people and get a powerful message across is the one who’s going to be that much more awesome at their job, and have that much greater career prospect.

Pete Mockaitis
All right. Michael, thank you. This has been a treat. I wish you much luck and fun amidst your animal frolicking.

Michael J. Gelb
Thanks so much. My pleasure.

875: How to Unapologetically Ask for What You Want with Jenny Wood

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Jenny Wood discusses how to overcome self-doubt and fear to confidently chase after what you want.

You’ll Learn:

  1. How to flip negativity into positivity with one word.
  2. How always aiming to be the best harms you.
  3. Where to find the courage to take more risks.

About Jenny

Jenny Wood is an executive at Google running a large operations team that helps drive tens of billions of revenue per year. She is also the founder of Own Your Career, one of the largest career development programs in Google’s history with tens of thousands of people benefitting.

Resources Mentioned

Jenny Wood Interview Transcript

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

Jenny Wood
Thanks so much. It’s great to be here, Pete.

Pete Mockaitis
Well, I’m excited to hear about some of the wisdom you’ve gathered from your time rocking and rolling on your career program at Google and your upcoming book, The Chase: Unconventional, Uninhibited, and Unapologetic Guide to Getting What You Really Want in Life. That sounds pretty handy.

Jenny Wood
Well, I hope it will be handy. I think we over-apologize in life, right? We say, “Sorry. Sorry, I’m late,” instead of, “Thanks for your patience.” I’m not saying that we should never apologize but I think that sometimes we over-apologize when we really are just trying to get what we want in life.

Pete Mockaitis
That’s true. And you’ve got a cool story about meeting your husband, unapologetically. How did this go down?

Jenny Wood
Yeah. So, let me paint the picture here that I tend to have a bit of anxious tendencies. I tend to be pretty data-driven. And when I was single and dating in New York City, I now live in Boulder, but back in 2011, I was single and dating in New York City, and I was riding the subway home from work one day, and I saw an attractive guy standing about 30 feet away from me.

So, my natural somewhat anxious data-driven tendencies would have me sit there in my seat and say, “Well, there’s nothing to do about this. I’m not going to go up and strike up a conversation with him and have all these people look at me while I’m doing that.” But then as the doors were closing, when he got off the train, something took over me, something pushed me out of my subway seat and gave me the courage and the confidence to chase after him, hence the name of the book, The Chase.

And so, I caught up with him, I tapped him on the shoulder, I said, “Excuse me. I’m sorry to bother you,” and he said, “That’s okay. You seem nice.” I gave him my business card, and we went out on a date a week later, and the rest is history. He’s now my husband, my incredible partner, the father of my eight- and five-year-old son and daughter. And that was because I decided to simply ask for what I wanted that day.

I got a little bit curious about what might happen if I was bold, and I got over those anxious tendencies that were keeping me small. And the worst thing that could’ve happened that day was he could’ve said, “Sorry, I’m married.” And then I have my answer, which was better than not knowing to me, because living in uncertainty is so hard. And it’s win-win because then he gets to go home to his wife and kids, and be like, “I still got it, honey. I got hit on the subway.”

Pete Mockaitis
That is beautiful in terms of that’s still a benefit to both of you in terms of you can feel confident and proud of who you were in that moment, and rising and being courageous, and he can feel complimented. But I’d like to zoom in when you said, “Excuse me, I’m sorry to bother you,” what was, if you can recall, as much of the verbatim exchange as possible? Could you share that with us?

Jenny Wood
Yeah, and it’s a little ironic because I started off by saying part of my platform is stop apologizing and I did say, literally, “Excuse me, I’m sorry to bother you.” So, I guess that was before I had evolved into this thought leadership train that I now get so excited about. But he literally said, “That’s okay. You seem nice.” I was carrying flowers from an acapella rehearsal because Google has all sorts of fun activities and things you can participate in, in addition to your core job.

So, I was carrying flowers that were left over from this acapella rehearsal, and I was holding these white Gerber daisies, so he thought I was trying to sell him flowers. And then I said that I was interested in going on a date with him, and then that’s how it happened.

Pete Mockaitis
Okay. Lovely. That’s really cool. All right. Well, so you have an interesting vantage point. You’ve seen a lot of people chasing stuff and interested in things, working in career development and other fields, and putting together some of these tidbits in your book, The Chase. So, can you share with us, any particularly noteworthy or surprising or counterintuitive discoveries you’ve made about us humans when we’re chasing stuff?

Jenny Wood
Well, honestly, some of it is unsurprising, which is we could all use a little bit more confidence in life. I would even take this as far as finding your swagger, or maybe even being a little less shameful, which you might flip and call shameless, which has a very…

Pete Mockaitis
Oh, there’s the show, yeah.

Jenny Wood
Yeah, there’s a connotation there, right?

Pete Mockaitis
You don’t want to be that vibe.

Jenny Wood
Well, I think what we want to do is to get rid of all the shame that comes, that gets in the way with us going after what we really want. So, for example, oftentimes, we’ll be at, let’s say, a PTO meeting or at a meeting at work, and someone says, “Well, this is a shameless plug.” Actually, my job before Google, I was sitting in this meeting, and someone said, “This is a shameless plug,” and then they began to share a spreadsheet that was going to be so useful to the other 20 people in the room, and everybody said, “Wow, this is going to save me time. This is going to make me so much efficient.”

And so, rather than this person offering, as a lead, “And this is a shameless plug,” perhaps they could’ve said, “This is something that I created that might be useful and helpful to all of you.” So, what I find to be unsurprising is that a lot of us feel impostor syndrome. There was a study out of the University of Glasgow that said 75% of employees regularly feel a lack of confidence at work.

And you think of all the hard stuff that’s going on, we’re just coming out of the pandemic, there’s economic uncertainty, we have new ways of working, there’s headwinds in a lot of industries right now. And as we face all these headwinds, it’s unsurprising that we have additional impostor syndrome or a lack of confidence.

But by finding your swagger, by building your confidence, by asking for what you want, unapologetically, or offering a room of 20 people a useful tool that will save them time and make them more efficient is a way to find your swagger, is a way to increase your confidence, and to stem your impostor syndrome. And one way I think about this, one practical tool, is to know your superpowers, which I’m happy to go into, Pete, or we can take this another direction.

Pete Mockaitis
Yeah, knowing superpowers is awesome. That’s come up a couple of times. And as I’ve heard it described, some people will call it like a spike. It’s not just people skills or problem solving, but rather it tends to be much more specific and precise and nuanced. So, can you give us, first, some examples and then share with us, how do we uncover that?

Jenny Wood
Yeah, so my three superpowers are leadership, influencing people, and building things from startup to scale. And it took me narrowing down a number of things that I feel like I’m pretty good at, and narrowing it down to three, but it also took me expanding from zero on those days where I feel like everybody is smarter than I am, everybody is more talented than I am, everybody knows more about the industry, the product, the process than I do.

And by knowing my three and having them practiced, I have them ready to roll off my tongue in any situation. That could be a meeting with a perspective mentor. It could be a conversation with my manager. It could be a coffee chat with a new friend when I moved to a new city, which I did when I moved from Manhattan to Boulder in 2018.

So, I always say this about my second superpower, which is influencing people. At the end of the day, I feel like everything is influence or sales, frankly. Now, that could be influencing my VP to adopt my new insights program, or it could be convincing my husband, John, to order sushi versus Italian on a Saturday night. Everything is influencing people. Everything is sales.

But that takes practice, Pete. I can’t just roll out of bed one morning and have that roll off my tongue. I have to narrow it down to my three, and then I have to practice, essentially, what is my elevator pitch, which works in so many areas of life – personal, professional, friendships, relationships.

Pete Mockaitis
And so, how are you defining superpower here?

Jenny Wood
So, I define it, basically, as your strengths, your passions, the things that you are particularly good at, because in all areas of life, everyone has a personal brand, whether they like it or not. It’s what people, essentially, say about you behind closed doors. We all have a personal brand. But how we want to control that narrative of the brand is ultimately up to us, should we choose to lean into that.

Pete Mockaitis
And it’s funny, when you said superpower, I was imagining super precise tidbits, such as identifying the hidden implications of a fact presented that others may overlook. So, for example, that’s a lot of words. Now, leadership feels pretty broad, what do you specifically mean by leadership?

Jenny Wood
So, leadership, first of all, is earned not granted. To me, a manager is kind of managing to spec. That’s actually something that Seth Godin says. Seth Godin and I had a conversation yesterday about his new book that just came out, great book, The Song of Significance: A New Manifesto for Teams. And leadership to me is a state of mind. It is an earned opportunity. It is having empathy for your team. It is ending each one-on-one with, “How can I support you this week?” It is the humble two, using the humble two if you’re in a group meeting.

And I refer to the humble two as these two statements, “I don’t know,” and “I was wrong.” If a leader can use those two statements in a big group of people that are reporting to them, that’s pretty powerful because, of course, we want our leaders to be right most of the time, of course, we want our leaders to have answers often, but for a leader to have the humility to say, “I don’t know and I was wrong,” and then thoughtfully follow-up, get the data that’s needed, get back to that team, that’s powerful stuff. And that, to me, is the difference that makes a leader.

Pete Mockaitis
I like that humble two notion a lot in terms of, “I was wrong.” Another variant of that that I really like is when you’re just in a group of folks chatting about potential ideas, possibilities. This is more about me than leadership as a whole, but when folks say, “I like your way better,” like they prefer what someone else said to what they, themselves, said. I just really love that because I think it speaks volumes.

I don’t know, it seems like there’s a good segment of the population. I think it feels like they need to be right and the smart one in the room. And those humble statements of “I was wrong, I like your way better” and anything in that whole family or cluster, I think, goes a long way to show, “It sure is not about my ego, but it’s about the thing that we’re trying to do here together.”

Jenny Wood
Absolutely. And the best thing you can do as a leader is to lift your people up, to lift as you climb, and to amplify their good ideas, because, as a leader, you get 100% of credit. And this could be a leader, this could be a principal of a school, this could be a leader of a union, this could be a leader in a big corporation, you get 100% credit for everything your team does.

So, that means if they fail, you fail. But if they succeed, you succeed. So, whenever I see a leader giving credit to their team, or sending the email to their manager, thanking their team and CC-ing their team below them for the great work they did, and giving credit, like that’s the leader I want to work for. That’s the leader I want to work for.

Pete Mockaitis
And when it comes to chasing things and doing the influencing, do you have any particular pro tips there?

Jenny Wood
Influence is so much about communication, and I know you’ve had a lot of guests that talk about communication. I know you have some listeners who are early to mid-career who are always looking to up-level their skills in all areas of life. So, one I like a lot is called delete the octopus. And if you’re willing to do a little roleplay here with me, I would ask you to…

Pete Mockaitis
This is where your improv experience coming to bear.

Jenny Wood
This is my improve experience.

Pete Mockaitis
I took one improv course at Second City for three days, so let’s see what I got.

Jenny Wood
Whoa, we’re now going to give you your Second City report card X number of years later. All right. So, let’s say, in this hypothetical scene we’re setting, that we are in a meeting together, and someone, and your manager says, “What are the biggest challenges on your team right now?” So, I’ll actually have you give that to me instead, and say, “Jenny, what are the biggest challenges on your team right now?” And I will offer two ways to answer this question because I think this is key to influencing effectively.

The first way will be ramble-y and not very buttoned-up, and the second way will be much tighter-structured and more buttoned-up. So, again, I’ll ask you to give me two opportunities to answer this question with you as my manager, and me as one of the people in this room of, let’s say, ten people. And the question is, “Jenny, what are the biggest challenges on your team right now?”

Pete Mockaitis
“Jenny, what are the biggest challenges on your team right now?”

Jenny Wood
“Oh, so many challenges. I mean, we started this new team that’s essentially a startup within our real estate industry here at our pretend company. And I really think that the priorities are kind of we’re just not set on our priorities yet, we’ve got a bunch of different goals, and we haven’t really figured out how we’re going to track our goals or what our metrics should be.”

“We also have so many confusing things around our tools and our technology, and things we’re doing in spreadsheets that we should maybe be outsourcing for different tools, which also reminds me that what makes this even harder is all the different regions that we have. We’ve got people in America, we’ve got people in Europe, we’ve got people in Asia. In fact, the other day, I was traveling to Asia and met with the team, but then I took some vacation days. I went scuba diving. I saw this really cool purple octopus on this night dive.”

“But I digress. Going back to the global challenges, blah, blah, blah, blah, blah.” All right. So, this tip is called delete the octopus, because I just gave a long ramble-y answer that made it really hard to influence you as my manager on what my biggest challenges are right now. So, now, I’m going to ask you to ask me that same question again, “Jenny, what are the biggest challenges on your team right now?” and I’ll answer in an upgraded way.

Pete Mockaitis
“Jenny, what are the biggest challenges on your team right now?”

Jenny Wood
“Our three biggest challenges right now are priorities, technology, and global alignment. Priorities because we’re a new team and we’re still figuring out what our goals and what our metrics are. Technology because we’re still doing things in offline spreadsheets that we should probably be using tools to solve instead. And, finally, global alignment because we have teams in America, in Europe, and in Asia, and if we were more coordinated, we could move faster and more efficiently. So, my three biggest challenges are priorities, technology, and global alignment.”

How much easier was that to understand?

Pete Mockaitis
Certainly, and especially in the context of management and influence that we’re talking about here. It’s, like, with the first, it’s sort of like, “Well, I don’t really know what to latch onto or what I might offer in terms of assistance in that world,” versus this, it’s like, “Oh, well, hey, we’re using this tool right now. It’s awesome. Does your team want access to it? Here it is.”

Jenny Wood
Exactly. Right. And this was all about influence, right? So, how do I influence you as my leader in any area of life. It could be a leader in a community center. It could be a leader in a social group. It could be a leader in any volunteer group. How do I influence you as my leader to help me with the things that I need to help me achieve my goals?

So, in this particular case, which is a professional example, my goal is to get more support from my manager on priorities, on technology, on global alignment. But if I give that long-winded ramble-y answer, there’s no way for you, as you said, to latch onto what I most need. And what is the specific tactic I used there?

The specific tactic I used was simply write down a list of seven to ten things that are problems, circle, let’s call it, two to three, and then when I start speaking, simply lead with those singular words. Just priorities, just technology, and just global alignment.

And that means that I also embrace the power of a pause, which people, early in their careers, sometimes think makes them seem less buttoned-up and not as smart or not as prepared, but it actually has a counterintuitive effect. It makes people seem smarter and more buttoned-up and more knowledgeable and prepared.

Pete Mockaitis
Absolutely. And on the receiving end of a pause, it’s funny, it just sort of galvanizes attention and builds a little bit of suspense. I remember my Uncle Topper, which was one of my first people I look to for speaking wisdom, episode 100, he would do that frequently in his speeches, and I was like, “Well, what’s he going to say next? Well, what is that?”

And so, it builds the suspense and gravity and attention all the more, which is great, which is what you want, people paying attention to you. As well as it actually saves time in terms of, “Ooh, I don’t know if I want to ‘waste’ the one minute of silence to gather it.” But, really, that one minute often will save ten minutes of ramble not gone down.

Jenny Wood
Yeah, exactly. And think of all the ways, areas in our life where you ramble – relationships, friendships. It’s also a way to show that you respect somebody else by slowing down and pausing and giving them a moment to speak, especially for those of us. Very hard for me early in my career, still hard for me on some days, I naturally speak to think. And I’ve had to retrain my brain, but it is retrainable, so that I can better think to speak, which is exactly what delete the octopus helps encourage.

Pete Mockaitis
Okay. So, when we’re chasing things, particularly in the career world, we got a clear understanding of your superpowers, and then some thoughts for how we communicate to be influential. Are there any other really top best practices/worst practices that you would highlight here?

Jenny Wood
Well, I would offer that a success mindset comes before success itself. And since I already talked impostor syndrome and all the inner gremlins we can have, let’s take a statement that we might say to ourselves that starts with “I” and has something negative after it. For example, “I don’t have my dream job yet,” “I haven’t met the partner I want to spend the rest of my life with,” “I don’t spend enough time with my daughter.”

So, I already kind of pre-leaked it in that first example by adding a very specific simple word, which is just the word yet. If you take any negative sentiment and you add the word yet to it, so let’s take the second to where I did not add it. So, the second one was, “I have not met the partner I want to spend the rest of my life with,” that’s an inner gremlin, then you add the word yet, “I have not met the partner I want to spend the rest of my life with yet.”
Or, let’s say I’m struggling with work-life balance, and I say, “I don’t spend enough time with my daughter.” Very negative, very down on myself. But if I add the word yet, “I don’t spend enough time with my daughter yet,” I have not yet figured out the right way to mix my professional and my home life in a way that serves me.

So, a success mindset comes before success itself, and adding that word yet can help with that growth mindset. Thank you, Carol Dweck and all your great work on growth mindset. It can help you overcome the negative speak, those barriers we put up in front of ourselves that prevent us from even starting something.

If I said on the subway that day, “Well, I haven’t met my partner, and it’s just all feudal,” well, that’s not the mindset you need to chase what you want. But if I sat there, saying to myself, “That guy is attractive. I am interested. I haven’t met him yet,” well, that’s the inspiration I need to get pushed out of my subway seat by some force that’s helping me chase what I want and achieve it.

Pete Mockaitis
Okay. So, inner gremlins, we add the yet. What else do you recommend?

Jenny Wood
I have a number of ways that I also like to encourage people to pump themselves up when they’re feeling like the work they produced that week is not as good as their peers, or the email they sent to their friend group was not as helpful as maybe they would want it to be, and that is this concept of “Meh.”

Not everything we do every week can be a ten out of ten, nor should it be because that’s bad prioritization. So, if you embrace the fact that some of the work you do every week, the emails you write, the texts you send to friends, the conversations you have with your partner, the slides you work on for your presentation, that some of them are going to be meh, then that helps you be a little bit more strategic with where you want to be above average and where you want to be below average because, by definition of how math works, 50% of everything you do this week will be below average.

Pete Mockaitis
Below your average.

Jenny Wood
Below your average, right. Exactly. So, if you look at the 800 or something podcasts episodes you’ve produced, 50% are below average of your average podcasts.

Pete Mockaitis
How dare you, Jenny?

Jenny Wood
How dare I? It’s radical. It’s radical. But it’s true because it’s just math, and being a data lover and an econ major in college, I can’t not share this because I think it’s so freeing. I think it is so freeing to recognize on those nights when you’re having trouble falling asleep because you feel like you didn’t nail the presentation, or those days that I didn’t pick up my daughter from school and I felt like a bad mom because I had a meeting that went too long.

On those days when we feel like we are not at our best, it’s actually quite freeing and helps us fall asleep at night to remember that you cannot be above average on every single task, every single day, every single week, every single year. And then when you do have that episode, and hopefully it’s not this one, Pete, but if it is, well, accept it because it’s just how math works. When you do have that episode that’s below average, you can simply shake it off, realize tomorrow is a new day, and say, “Not every single episode can be above average. Not every single episode can be in my top 10%.”

But some people really struggle with that and want everything to be the absolute best, the absolute superlative, but that gets in the way of trying things, taking risks, recording your next podcast episode, because if you were worried that every single podcast episode had to be the best you’d ever recorded, you probably wouldn’t do another one next week.

Pete Mockaitis
Absolutely. And that’s interesting when you talked about taking risks, this reminds me of folks who only took the easy classes they knew they would do well in, in high school or college. And, yep, that will probably get you a higher grade-point average when you’re all done. True. But it’s such a bummer in terms of the discoveries and the adventures and the expansion that could’ve been had you tried some things out that were different, uncomfortable, and probably below average.

Jenny Wood
I love that. Discoveries, adventures, expansions, that’s exactly what we want in life. And we think about taking risks, and in the book, I call this actually being a little bit reckless. I’ve got these edgy words I’m going to use to be a little bit exciting with the language and to encourage people that, sure, there are ways you don’t want to be reckless if it’s harming yourself or harming anybody else, but to be a little bit reckless and go with your gut.

Move to Australia for that semester abroad even though it seems scary and uncertain and it’s far away and you don’t know anybody. Be a little bit reckless in that kind of decision. Sure, dot the Is and cross your Ts on your mortgage forms and your tax documents, but in areas where you can take a little bit of risks, rather than doing considerable analysis paralysis, and weighing every single pro and con, go with your gut.

Be a little reckless, take a little risk because that’s when you do get the adventure, the expansion, and so many new opportunities you wouldn’t even know that you had coming had you just taken the easy class.

Pete Mockaitis
And that little snippet you shared about having trouble falling asleep because you had a bad presentation, I imagine you’ve worked with a lot of overachievers in your day.

Jenny Wood
I’ve worked with a few, one or two.

Pete Mockaitis
And in so doing, there is a theme that happens often in this population, that one can put their whole identity, self-worth, sense of value, into their performance, whether it’s work or family or whatever. And so, that notion, a person who does that may very well have trouble falling asleep when they made a bad presentation.

And that reframe associated with, mathematically, it’s just a fact that 50% of your work will be below your average, and to try and find peace with that meh is handy, do you have any other bits of wisdom for this population that struggles with that interior emotional challenge?

Jenny Wood
Well, this is not my wisdom but wisdom from social psychological principles. It’s called the spotlight effect. And it essentially means that, let’s say, for example, I do a lot of speaking engagements, and sometimes they’re really good, and sometimes it’s not my best day.

So, if I were losing sleep that night, thinking, “Oh, my gosh, I did this keynote for this organization, and I messed up slide seven.” And I’m, like, replaying it over and over in my head, and I’m anxious, and I’m tossing and turning, and the inner gremlins are roaring. I have to remember the spotlight effect, which is that I have a spotlight on me right now, focused on how I’d bombed slide seven, but any audience member is worried about the presentation they gave to their customer that day where they maybe messed up slide 11.

So, I’ve got a spotlight on me about slide seven in my presentation, they’ve got a spotlight on them about how they delivered slide 11 in their customer presentation, and, therefore, we could all just live happier, more fulfilled, more at peace if we recognized that people are never as worried about our mistakes, our transgressions, our slip ups as we are ourselves because of this social psychological concept called the spotlight effect.

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

Jenny Wood
I’m so excited to talk about my favorite things. I think we covered it. It’s really all about asking for what you want unapologetically, and showing up each day in life and work and family and friendships unapologetically in a way that is about being bold.

Pete Mockaitis
Well, I guess I was just going to follow-up with…when it comes to asking unapologetically, when folks are in the heat of the moment, and they think they do want to talk to that gentleman on the subway, or to make that request, and they’re just scared, emotions, in the moment, what do you recommend they do?

Jenny Wood
Well, there’s a very practical thing you can do, which is simply breathe. Breathe in, breathe out, and to recognize, at least for me, I really struggle with uncertainty. That’s when my anxiety kicks in the most. Uncertainty about where to live, uncertainty about which house to buy, “Is it the right house to buy?” Uncertainty about, “Is this the right life partner?” Uncertainty about what to talk to my colleague about that might be a challenging conversation versus not.

To me, the anxiety lives in the uncertainty. So, if you contrast that with when you’re bold and ask for what you want unapologetically, or make a courageous move unapologetically, you tend to get an answer one way or the other. The answer might be yes. The answer might be no. But I, frankly, would rather live with a no and feel less anxious than live in the uncertainty and feel more anxious.

So, that always encourages me to get out of my subway seat and take the bold move, do the hard thing because I personally feel, and I hear this from a lot of people that I partner with as well, that uncertainty is very disconcerting to them and very stressful, and they’d rather have the answer, too, but people have a hard time taking that first step.

So, it’s almost like zooming out and seeing that long view of, “On the other side of this, I’d rather have the answer, even if the answer is no,” because, as Wayne Gretzky taught us in hockey, you miss 100% of the shots you don’t take, but if you take a couple shots, or get off the subway a couple times, you might end up with a husband, or a great career, or a great family life, or a great passion of a hobby.

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

Jenny Wood
Yes, I love this quote, “Rationalization is a weapon so powerful it should require a background check.”

Pete Mockaitis
Okay.

Jenny Wood
That’s by Dan Pink. Because we rationalize not sending that email to that prospective mentor, or not having the tough conversation with a peer who’s maybe a little bit more challenging to work with. It keeps us small and it thwarts our full potential when we rationalize why we shouldn’t take a bold move, or when we rationalize why we shouldn’t take a bold action or chase something we truly want.

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

Jenny Wood
Well, I do a lot on LinkedIn, and I offered a poll that, I guess, this is first-party research here, this is my own research, but I asked a poll, “Do you have a 10-year plan? Do you have a five-year plan?” And I think there’s this misconception with people earlier to mid-career that all the leaders they worked with had some big grand 10-year plan or five-year plan, but the data actually is counterintuitive and suggests otherwise.

Eighty-one percent of people, that’s almost 2,000 people who answered, did not have a 10-year plan. I think it was about 56% of people did not even have a five-year plan. So, that’s why everything I’ve spoken about in this conversation so far has been to help you, listeners, do big small things – that’s actually the name of my newsletter, Big Small Things – to cast votes for the future person you want to be, to cast votes for the goals that you want to achieve because it’s not some big colossal 10-year plan. It’s really about the big small things you do every day to move one step closer to your goals that you’re chasing.

Pete Mockaitis
Okay. And a favorite book?

Jenny Wood
Build for Tomorrow by Jason Feiffer. He’s been a guest on the show, and he is just so wise and so smart. His four phases are panic, adaptation, new normal, and wouldn’t go back, which is a bit counterintuitive, that last one. Episode 848 on your show.

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

Jenny Wood
I like the four Ds. When you’re looking at your to-do list, the four Ds are do, delay, drop, and delegate because that really helps you structure. If you have 20 things on your to-do list, you don’t have to do them all today, you don’t have to do them all this morning. And my favorite one is delay because sometimes when you delay, something just falls off the to-do list because either it’s decided it doesn’t need to be done, or somebody else takes care of it, and then, poof, it goes away.

So, if you just write down delay next to a couple tasks, you feel like you’re in control of your to-do list, but you don’t have that feeling of overwhelm to get through every single item. So, the four Ds are do, delay, drop, and delegate.

Pete Mockaitis
All right. And a favorite habit?

Jenny Wood
A favorite habit is using a checklist each day. So, I’m a pilot for fun, a private pilot, and the other day I was taking my kids up to fly, and my five-year-old daughter said…I was going through my checklist so I said, “Mixture reached. Avionics on. Flaps up,” as I went through the takeoff checklist. And she said, “Mommy, what are you talking about?” And I said, “I’m going through the checklist. This is to have a safe and effective flight.”

And I like to bring that concept to my day-to-day as well. So, rather than wake up in the morning, immediately check my work email, and start reactively responding, I have a checklist. Exercise for 30 minutes. Meditate for five minutes. Spend 60 minutes on the project that is most important but probably the one I’m going to procrastinate when my inbox takes over. So, by having that checklist – exercise, meditate, 60 minutes on the key project – that helps me set up my day, like a good pilot of my day, for a, I guess you could call it, safe and effective day, or productive and effective day.

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

Jenny Wood
“Serendipity isn’t found; it’s made.” And I made my own serendipity on the subway that day. The New York Times wrote about this story, and the title of the article was, “Serendipity one, spreadsheet zero” because I mentioned I do everything in spreadsheets. I even had the spreadsheet of all the people I was dating, I’m super organized, and kept track of it all.

And so, on that particular day, serendipity won out, but I made the serendipity. Luck is when preparation meets opportunity, we all know. So, that day, I made my own serendipity by making the bold move to chase what I wanted unapologetically.

Pete Mockaitis
Okay. Well, now I want to know, in the spreadsheet, one of the columns is the name.

Jenny Wood
Uh-oh, here we go. Here we go.

Pete Mockaitis
What are some of the other columns in that spreadsheet?

Jenny Wood
So, it wasn’t so much an evaluative spreadsheet. It was a spreadsheet so that I was prepared walking into date. So, it would be name, and this was like a lot of early days online dating, so it was mostly about anything we’d talked about online. It was probably logistics, too, where we were going, what time, whether we’d spoken on the phone, and then kind of key nuggets about what we’ve talked about so I walked in somewhat informed when I went into that conversation.

Pete Mockaitis
Well, yeah, and if you have a lot of online dating people, you might just straight up get mixed up, like, “Whoops, sorry about that. That was the other guy.”

Jenny Wood
Yeah, I was trying to be a good partner.

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

Jenny Wood
I post on LinkedIn almost every day, but I mentioned my newsletter, Big Small Things, which you can sign up for. It’s a super short nugget that you get, delivered right to your inbox, lots of things like we’ve talked about that are highly actionable to help you be successful and chase your goals. And that is at ItsJennyWood.com/newsletter. So, I-T-S-J-E-N-N-Y-W-O-O-D.com/newsletter.

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

Jenny Wood
Well, I think it’s just asking for what you want unapologetically. So, as I mentioned, it’s easy to not do it because it’s easy to not ask for something. Rationalization is a weapon so powerful it should require a background check. It’s easy to rationalize not asking for something, not sending back the lukewarm mashed potatoes at a restaurant because you rationalize that you don’t want to bother the server, or rationalizing not saying to your colleague, “Hey, I’d really love to take the lead on our client presentation next time because I want to grow that skill,” because, “Oh, I feel bad and it’s not really my place to the lead. That’s their responsibility.”

But the people you work with are not mind readers, the server at the restaurant is not a mind reader that the mashed potatoes are lukewarm, your manager is not a mind reader that you want to challenge yourself in a new way, so you have to have the confidence, that swagger, that agency to ask for what you want so that you can get what you want.

Because in any room that you’re in, nobody cares more about your goals than you do. So, it really is up to each of us to have that agency, to have that confidence, to find that swagger to go after what we want because there’s nothing wrong with having goals and chasing them.

Pete Mockaitis
All right. Thank you. Jenny, I wish you lots of luck with all your chases.

Jenny Wood
Well, thank you so much. You, too, Pete.

874: The Five Questions that Build the Best Possible Relationships with Michael Bungay Stanier

By | Podcasts | One Comment

 

Michael Bungay Stanier reveals the simple secret to forging better relationships at work and in life.

You’ll Learn:

  1. The key factor that builds and ruins relationships
  2. The way to mend damaged relationships
  3. The simple question that helps maintain your relationships

About Michael

Michael Bungay Stanier helps people know they’re awesome and they’re doing great. He’s best known for The Coaching Habit, the best-selling coaching book of the century and already recognized as a classic. His new book, How to Work with (Almost) Anyone, does what it says on the label. Michael was a Rhodes scholar and dabbles in the ukulele. He’s Australian, and lives in Toronto, Canada.

Resources Mentioned

Michael Bungay Stanier Interview Transcript

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

Michael Bungay Stanier
Hey, I’m grateful that you’ve got a short memory and you keep inviting me back. I am thrilled to be back. Thank you.

Pete Mockaitis
Oh, me, too. Well, you don’t give yourself enough credit. You just keep generating more groundbreaking intellectual insights that the world must hear.

Michael Bungay Stanier
You know, I do better when the expectations are lowered at the start of the conversation rather than raised, but I’ll do what I can to kind of rise to the challenge. But, thanks for saying that.

Pete Mockaitis
Okay. Well, let’s try again. Well, you threw together some words, half of it is probably AI but let’s see if we can muddle through this.

Michael Bungay Stanier
Thank you. That’s perfect. I can do that. I can crush that.

Pete Mockaitis
You got it. Well, so you’ve always got a lot of fun stories. I’m curious to hear the last year, two or three, any really cool coaching moments, or relationships transformed, or highlights for you?

Michael Bungay Stanier
Oh, man. Well, the biggest one for me, and that plays a role in this new book, was, and this is only going to go deep and maybe slightly really dark really quickly, but my dad died a couple of years ago. And I had flown back to Australia, I was living in the house with mom and dad, and dad had made it out of the hospital, and he had about two months living at home before he finally died.

And it was a miserable stressful time for everybody, mom and dad in particular, and they’d been a really good couple for 55 years, like they’re really tight, they loved each other, they supported each other, they were just like a role model in terms of how you wanted a married couple to be. And they were kind of a bit snippy with each other.

Dad’s stuck in a bed, he can’t do the stuff he normally does, he’s a little bit, “Hey, Rosie, get me this,” “Hey, Rosie, can I have that, please?” and mom was like, A, stressed that her life partner was dying, B, stressed a bit, going to being the servant, all of a sudden, in the household, in a household where chores had always been shared pretty equally.

And I kind of plucked up my courage and suggested that they have a conversation about how they wanted to be with each other in the remaining weeks or months of dad’s life together because I really didn’t want, mom in particular, to go, “I wasn’t the best version I could be in a stressful time in the last time I have with my husband.”

And so, we facilitated this conversation, mom was like, “This sounds like the worst thing on earth.” My dad was like, “This sounds bad but we should give it a go,” and we just had that conversation about how they wanted to be with each other in this final time. And they did so well, I was so proud of them and thrilled for them, and it just took a little bit of an edge off those last days together.

Pete Mockaitis
Wow, that really is beautiful. And did your mom talk to you about that conversation later?

Michael Bungay Stanier
Yeah, when I first suggested it, my mom was like, “Absolutely not. That sounds terrible.” And then the third time I suggested it, she’s like, “Well, maybe but do I have to be there?” And I’m like, “I think you do have to be there.” And we have talked about it since then in terms of just talking through those last days and talking about my memory of my dad, of course.

Pete Mockaitis
Oh, that really is beautiful in terms of just positioning the richness, the value, all that is really wrapped up in our relationships and the conversations we have with those people. It’s big. And it does take some courage to have a conversation about your conversations, and yet really cool things are on the other side of them.

Michael Bungay Stanier
That’s right. As I’ve been kind of teaching some of the content from this book, I often ask a group, “Think of a really miserable working relationship you’ve had, or even just one that wasn’t terrible but just was kind of diminishing in a way, and think of what was said and done, and then think of the impact on you.” And then when you see what people put in the chat, it’s like, “I felt belittled. I felt shrunk. I lost my courage. I lost my sense of self. I did poor work.”

And then when you flip it, and you go, “Think of a really great working relationship you had, you might remember that, remember that back and forth, now what was the impact on you?” It’s like, “I feel braver. I feel more courageous. I did better work. I took bigger risks. I kind of expanded into the next version of who I am so I grew and I learned about myself.” And it’s like such a determinant of your work success and happiness in terms of the health of your working relationships.

But so often, we just cross our fingers and leave it to chance and hope for the best because it is an unusual and somewhat courageous conversation to say, “Hey, Pete, before we start working on the stuff, I think you and I have a conversation about how we do this best together so that we can not screw each other up and we can bring out the best in each other at the same time.”

Pete Mockaitis
Oh, I’m a huge believer in this, and this has come up, I think, with my conversation with Mary Abbajay about how to manage your manager. She had a book about managing up, which is excellent. And she said that she surveyed folks, her audiences, and she said less than 1% of folks really have such a conversation.

And so, when I spread the gospel at different trainings and events that I’ve been at, and folks are like, “Oh, no, that seems kind of weird.” It’s like that’s how their fear gets articulated or manifests, “Oh, that just seems sort of weird. I don’t know about that,” as opposed to, “Pete, I’m terrified of engaging in those words.” They don’t say that, they’re like, “Oh, it just seems weird.”

Michael Bungay Stanier
Yeah, it is a bit weird. At least, if not weird, it’s unusual. And your statistics point to it, less than 1%. It’s a rare thing somebody says, “Let’s talk about how we work together before we talk about what we work on.” But I love the point you’re making, I hope people heard that, which is, this isn’t just for the people you manage and lead.

It’s for the working relationships, so you can do that with your best customers, and you can do that actually with your prospects, and you can do that with your colleagues you have to collaborate with, and you can do it with your boss. So, there’s all sorts of ways that you can enrich and strengthen and make safe and vital and repairable these key working relationships.

Pete Mockaitis
All right. So, the book is called How to Work with (Almost) Anyone: Five Questions for Building the Best Possible Relationships. As you were putting this together and researching it, did you have any surprising moments of discovery along the way?

Michael Bungay Stanier
Part of it was trying to figure out what the goal was in these conversations, and it felt helpful to realize that it wasn’t to create the best working relationship but the best possible working relationship. If you think of your working relationships you have, it’ll be a Bell curve. You have a few at one end where you’re like, “I love this person. I love how we work together, and it’s just thrilling.” And you have a few at the other end where you’re like, “This is sand in the gears. This is kind of a miserable experience kind of working through it.”

And it’s not always that because they’re nuts or a psycho or whatever. It’s just that sometimes you just can’t figure it out with the other person. And then there’s a bunch of people in the middle where it’s good enough, and it’s solid, and it’s great sometimes, but less than great some other times. And each one of those different categories has the potential to be better than it is now, make the bad ones trending towards good or less bad, make the ones in the middle better than just average, and make the ones at the top end sustainable so that they stay sparkly and powerful as long as possible.

Pete Mockaitis
That’s good. All right. So, then that’s the notion of a best possible relationship, I suppose, is knowing that not every relationship is going to feel magical no matter what conversation you have but there is untapped potential that we can get after with some of these questions. So, shall we jump right into the questions, or how would you frame how we start getting into such a conversation where we engage these questions?

Michael Bungay Stanier
So, I want to get into that conversation and those questions but maybe a moment just to talk about the three attributes of a best possible relationship.

Pete Mockaitis
All right.

Michael Bungay Stanier
So, I’ve mentioned them but let me say them again. It should be safe and it should be vital and should be repairable. I think one of the interesting things that I’ve learned is these aren’t A + B + C, they’re not additive. They’re actually in a dance with each other. They’re actually in tension with each other. The place to start is safe. And everybody who’s listening to this podcast will have talked about it and heard about psychological safety as a kind of key attribute for success.

Google Oxygen and Google Aristotle, all those projects alike, it’s safety that allows people to grow. Amy Edmondson, kind of the OG in this area, kind of championing and helping us understand what psychological safety means. And that is, a sense, to kind of move away from fear, and say, “I say what I need to say. I can show up as who I am without that fear.”

Pete Mockaitis
It’s kind of ironic that Amy Edmondson is researching and teaching about safety and yet she’s a gangster.

Michael Bungay Stanier
I hadn’t thought of that.

Pete Mockaitis
I know. I love the verbiage. I’m just joshing with you. We had her on the show, she’s great, and that’s fair. It’s a fair assessment. You could call her the grandfather/grandmother as well but OG hits me in my Danville, Illinois roots.

Michael Bungay Stanier
There we go. But she blurbed the book, and I said, “Amy, can I call you the OG of psychological safety?” And she’s like, “I don’t know what that means.” I’m like, “I’m not sure what that means. I think it means original gangster. I think that’s what it means.” Then she’s like, “Maybe you can call me Harvard Business professor.” And I’m like, “Sure. Okay, we’ll go with that. I totally get that.”

Pete Mockaitis
All right.

Michael Bungay Stanier
But in balance with safety is vitality. Every relationship needs to be vital. And I like the kind of play on the words there, Pete. Vital meaning essential, but vital also meaning alive. And there’s a way that you want a relationship to push, and provoke, and challenge, and take you to the edge of your competence and your confidence, and what you can, and who you are so that you can…you want it to be fun and exciting.

And I think safe and vital are often in this kind of play with each other. There’s a way that you can make a relationship so safe that, actually, it loses some of its sparkle. There’s a way that you can make it so dangerous that it becomes unsafe. So, with whoever it is you’re talking to, you’re trying to find the right balance between safe and vital for you and that other person.

And then the third element is repairable. And as part of writing the book and reading around the book, I was reading people like Esther Perel, and Terry Real, and Dan Siegel, and John Gottman, some of the really big names who’ve written about the dynamics of marriage and romantic relationships. And one of the recurring themes across all of their work is how bad we all are at repairing damaged relationships.

Mostly, “Ah, I’ll pretend it didn’t happen,” or, “I’ll be sad and sulk about it,” or hopefully the fabric will just repair itself. But actually, it’s rare that people more actively say, “How do we fix this thing that got dented or cracked or banged up in some way?” But you can bet that any working relationship is going to go off the rails at some stage. And the ability to say, “How do we get it back on the rails? How do we get back to where we were before?” is a really powerful one, and the key contribution to a best possible relationship.

Pete Mockaitis
Now, what are some common best and worst practices in the realms of safety, vitality, and repairability?

Michael Bungay Stanier
Good question. In some ways, that question takes me back to my roots, and it makes me think about questions, and it makes me think about not asking questions. I think that the act of remaining uncurious is one of the ways that damages safety and vitality. If you have a certainty about how right you are, how your point of view is all you need, how you should be the one who solves it, fixes it, comes up with the idea, explains a problem, sets the team going, there’s a way that that is a diminishing act for the people around you.

And I think part of one of the other things that’s diminishing or can detract from vitality is… it is an inability to see them for who they are and be curious about who they are. The question I suspect that could be most powerful for unlocking a sense of what vitality might mean is, “What do you want?” “What do you want?” is one way of coming at “Who are you? Who are you over there?”

Human beings are these messy, complicated, amazing, obscure, unpredictable people who we have to work with. And so, asking, “What’s your best? What makes you alive? Who are you? What do you want?” you’re using curiosity as a way of unlocking their humanity, the person in front of you. And when you unlock their humanity, when you see them more completely, you have a better chance of both creating safety and vitality.

Pete Mockaitis
All right. Okay. So, when it comes to a relationship being repairable, I could think it’d probably be good to say, “I apologize” from time to time when you screw up, and to maybe just acknowledge and not ignore, or hope, or pretend that things are just going to get all better. Any other pro tips in that repairable world?

Michael Bungay Stanier
The fifth question of the keystone conversation, the fifth and final question, is “How will we fix it when it goes wrong?” because it will go wrong. And there’s something really powerful about having a conversation about “How will we get around to fix this even before anything bad has happened?” And what’s interesting is less, actually, the answers to the question. What’s powerful is a recognition that, at some stage, something is going to go wrong, something is going to be dented, somebody is going to be disappointed. How will we go about fixing that?

And if you and I were having a conversation, like, “Okay, Pete, you and I are working together. We’re going to do a joint podcast. It’s going to be amazing. You’re the lead guy because you’re smart and you’re handsome and you’ve got a voice for radio. I’m the tall guy because I’m taller than you. I’ll change the lightbulbs and make the lighting work but we’re going to work together.”

And if I go, “All right. Look, how will we screw this up?” And you’ll go, “I’ve worked with people like you, here’s where it goes wrong, and here’s what I do, and here’s what you do.” And I’m like, “I get that.” And I’ll go, “Pete, when I’ve worked with people like you, prima donnas behind the mic, let me tell you how it all goes wrong.” And you’re like, “Okay, I get that.”

I’m like, “Okay. So, how do we fix that?” And I might say, “Look, for me, if you just come up and say, ‘Look, I screwed up. I’m sorry,’ that’s it. That’s all I need. I don’t need an explanation. I don’t need to work it through. I don’t need to workshop it. I just need that.” With a former boss of mine, we agreed that we’d have what we call an off-your-chest session.

So, if I came up to Dave because he’d done something annoying, I’d say, “Dave, I’ve just got I need to have it off my chest with you,” and I just get a chance to rant a bit. And we both knew that his job was to sit there and listen. He didn’t even have to apologize particularly. He didn’t have to fix it or justify. He just had to listen to it. And it’s the negotiation to say, “How will we try and tackle this?” that makes repairability more likely.

Pete Mockaitis
Okay. That’s really cool. All right. Well, so how do we kick off such a conversation in terms of I imagine we probably won’t just launch into some questions, like, “So, what’s your best”? Or, what do we do?

Michael Bungay Stanier
Well, I think it depends on who you’re talking to and what the setup is. I think you almost, in an early conversation with some people, you can kind of launch into it. And as an example, when I’m working with a vendor, somebody who’s supporting my small business in a way, in that first call, all I can say is, “Hey, I want to tell you about this project but before I tell you about the project and we get into too much detail about it, what is a good working relationship with somebody like me look like? Tell me what makes for a really good client. And then let me tell you what makes for a really good vendor.”

“And then, when we disappoint each other, and then how will you screw up this relationship? Now, let me tell you how I’ll screw up this relationship. So, how will we fix it?” So, there is a way that you can kind of plunge into it. I will you tell that when I do this with vendors, you can see their eyes widening a bit, they’re like, “What the…? What’s going on here?” But it allows me to have an interaction, a transaction, that has a chance of being the best version that it can be.

But if you’re working, say, with somebody on your team, you might choose to do this in a slightly different way. You might provide a little bit of setup. And I think it’s as simple as dropping them a note on Slack or email or something, and say, “Hey, I’d like a conversation about how we can best work together. Are you up for that?” It’s hard to say no to that invitation, because it’s like, “Yeah, I’d like to know how we can best work together as well.”

You can go deeper than that if you want. You could say, “Look, here are the five questions I think could be useful. I’m going to do some thinking about it in preparing my answer for that. If you have a chance to do that as well, so much the better.” Because it is true that everybody will have some first answers to the five questions. It’s also true that if you’ve thought about it, and you do some of the exercises that are in the book that will deepen and make more subtle and more nuance to your answers, that’s going to make for a better conversation as well.

Pete Mockaitis
Well, let us discuss these five questions. Lay it on us.

Michael Bungay Stanier
So, the first one is the amplify question, and the way it’s written in the book is, “What’s your best?” I’ve been thinking about it since the book has been written and created, I’m like, “Not sure that’s exactly the best phrasing of it.” But I’ll tell you what’s behind it, Pete. I didn’t go want to go, “What do you do best?” I didn’t want to ask, “What are your strengths?” I wanted a more general holistic sense of, “Who are you at your best? Tell me what you look like when you’re in full flow, when you’re working to your strengths, when you’re loving the work, the way you contribute best? What does that look like?”

And one of the nuances within that is, for instance, teasing apart, “What are you good at?” versus “What are you fulfilled by?” Because there’s also a way that what happens in our organizational life is we collapse thinking that just because somebody is good at it, they must enjoy doing it. And as we all know, we’ve all got something in our kit bag where we’re like, “I’m pretty confident that, man, this task sucks the life out of me. I don’t want to do that.”

But that’s a really powerful start, “Let’s just talk about what’s our best. What’s your best, Pete? What’s my best, Michael?” Now, we know the best version of each other, the strengths that we should be living with.

Pete Mockaitis
Yeah, that’s cool. And I’ve heard, I think we had Dan Cable, won some awards for a rock and scientific paper for a very simple intervention that involved just that, new employee sharing that, and then unlocked all kinds of things, like, “Wow, that’s a pretty good ROI for a little exchange of information.”

Michael Bungay Stanier
Exactly. The second question after that is about your patterns and your preferences. It’s a steady question. Because, over the time, we’ve all built up the ways we work and the ways we like to work. And that is everything from the rhythm of our days, “I’m a morning person,” “I’m an afternoon person,” “I’m not a lunch person.” It’s the technology that we tend to default to, like, “I’m not a Slack person,” “I am a Slack person.” “Don’t ever leave me a voicemail.”

It’s right down to our kind of identity stuff around, “What’s my name? What’s not my name?” Like, “My name is Michael Bungay Stanier.” It’s a real mouthful. When I got married, I took my wife’s name, and it became Bungay Stanier. It doesn’t have a hyphen in it, which only complicates it. So, people are like, “Are you Michael Stanier? Are you MBS? Does that mean that you’re running Saudi Arabia?” I was like, “That’s a different MBS?” “Are you Mike?” I’m like, “I’m never Mike. There are only four people in the world that call me Mike, and it’s my brothers and their wives. That’s it.”

So, I’m best as Michael. And, in fact, before we hit record, you’re like, “What shall I call you?”

Pete Mockaitis
Even though we’ve interviewed before.

Michael Bungay Stanier
Exactly. And I really appreciated that because there was this little moment around, “What are your practices? And what are your preferences?” It’s like we’re having that conversation now to set this up. Because, just imagine, we’re halfway through this interview, you’ve been calling me Mike the whole time, I’m like, “Dude, this is a mic.”

Pete Mockaitis
M Sizzle.

Michael Bungay Stanier
Yeah.

Pete Mockaitis
What up?

Michael Bungay Stanier
Yeah, that I can go with. If you live with that, I’d be like, “This is the best interview I’ve ever had.” It’d be perfect. So, that’s the second one, which is like, let’s exchange information about how we best work so that we can just start spotting the stuff where we’re well-synced on that, and the stuff where, “Well, we’re kind of out of sync on this. How do we want to manage this between us?”

Pete Mockaitis
Okay. So, it’s a steady question, “What are your practices and preferences, time of day, communication, technology?” All right, let’s hear the next.

Michael Bungay Stanier
So, the third and the fourth questions are kind of a matching pair – dark side and light side, and they’re called the good-day and the bad-day question. The good-day question is, “What can we learn from past successful relationships?” because here’s the thing to take away. Your past relationships are a predictor of your future relationships. Even though I know your past relationships are in a certain context with a certain person, with a certain thing going on, a lot of the patterns that play out will play out again, dollars to donuts.

So, the first thing to talk about is like, “What has been really great? What happened? What did you do? What did you say? What did you not do and not say? What did they do and say, and not do and not say? What were the things that made this flourish?” And then you answer it, and then they answer it, or vice versa, but what a gift to know that this is the context, this is the way to make this person really flourish. This is all the things that can contribute to something working really well.

And then the pairing question is the flipside of that, which is like, “What can we learn from past frustrating working relationships?” because we’ve all had those, and we’re like, “Man, that sucked.” And even though it would’ve felt personal and individual at that time, there are patterns there, there are stuff happening there that if you can explain it to the other person, they’re like, “We should avoid that. We should avoid doing as much of that as possible.”

And so, the more that you can communicate what’s happened in the past that is both amplifying the best of you and shutting you down and making your life miserable, the more you’re able to go, “Hey, why don’t we try and avoid what we don’t like, and amplify what we do like?”

Pete Mockaitis
Okay. And then the repair question?

Michael Bungay Stanier
And then the repair question, which we’ve touched on already, but it’s like, “How will we fix this when things go wrong because things will go wrong?” It’s just there’s no way of sustaining a perfectly undented amazing working relationship forever. Somebody will screw up, somebody will break a promise, something will be misunderstood, something will be missed, some damage will happen. So, when there’s a tear in the fabric, what are we going to do about that?

And the power of that, and we said it before but I want to say it again, it gives you permission to keep talking about the health of the relationship. That’s where the magic happens with all of this. It’s the answers themselves but it’s, really, we can now keep saying, “Hey, we’re trying to build the best possible relationship here. How are we doing? Is this good enough? Do we want to tweak anything? Do we want to adjust anything? Do we need to say something that hasn’t yet been said? Do we need to clear the tables, reset, get ourselves back on track? What needs to be done?”

Pete Mockaitis
Okay. And so, I’d love now, could you share with us some of the more interesting answers to each of these questions that you’ve bumped into in your travels?

Michael Bungay Stanier
Yeah, it’s everything, really. So, if the people who are listening to this think of their own answers, you can imagine people saying exactly the same as you, and exactly the opposite to you as well. So, when people say, “Michael, what’s your best? Who are you at your best?” I’m like, “You know what, I’m best when I’ve got something to create, I’ve got a way of trying to, what my friend Shannon says, to thingify stuff, to try and make     abstract ideas feel more real tangible and more real.

I’m at my best at designing experiences. I’m at my best at trying to understand what a reader or a participant is looking for, and trying to design to their real and actual needs. That’s some of the stuff that’s at my best. It’s like having ideas, I’m great at having ideas. That’s some of the best stuff for me.” But I’ll talk to my wife, who I work with for many years, and she’d say none of that.

She’d say I’m at my best when I get all my emails answered; I’m at my best where I get to have conversations with people and work with people one-to-one and kind of champion them and coach them on; I’m at my best where I get to kind of push back against authority and kind of point out that the emperor has no clothes. This is why we no longer work together because I’m the so-called emperor in this business, and I’m like, “You know what, I know you want your…you’re not necessarily for the man but I’m the man. You’ve got to be kind to me. We’re married.”

So, you get all sorts of different answers. That’s really the point, in some ways, which is it is very easy to assume you know what the answers are going to be. And when you assume you know what the answers are going to be, you’re kind of like, “I think I already know who you are,” and you actually stop that moment of engaging with them as a full human being, and you’re like, “Seeing you as I kind of I’ve boxed you in, giving you a Myers-Briggs label, and I’ve given you a this, and I’ve given you a that.”

And what this does is actually say, “Your answers are going to be different and unique. My answers are going to be different and unique. And then how we bring them together to build the best possible relationship is where things get really interesting.”

Pete Mockaitis
Okay. Cool. Well, so now we’ve had the conversation, we’re doing this stuff, can you chat with us a little bit in terms of maintenance? How do we keep that rocking over the long haul?

Michael Bungay Stanier
So, it’d be lovely if this was a one and done thing. You have the courage, you have the conversation, and you’re like, “We nailed it. Now we can just go about our business and, like, never need to bring this up again.” But, as with all living things, maintenance is required. So, there is a way to say, “How do I best stay present and active in this relationship? How do I stay open to doing what I can to keep it alive?”

And for us to name a single thing to do around this, Pete, it would be to ask the question, “Hey, how are we doing?” It’s to actually just move out of the hurly burly of all the everyday stuff that needs to get done, say, before we plunge into all of the tasks and all the to-do’s, because there’s always an endless amount of work to be done, let’s just have a conversation and check in on how we’re doing, “What’s working for you? Here’s what’s working for me. What’s not working for you? Here’s what’s not working for me. What’s one thing we can do differently to improve the way we’re working right now?”

And one of the questions, Pete, that I ask, and I think it’s particularly powerful if you happen to be the more senior person to hold more of the positional power of the conversation, the question is, “What needs to be said that hasn’t yet been said?” I started a company 20 years ago, and about four years ago, stepped aside from that for Shannon to become the CEO of that company, but I still own it so she and I are in conversation all the time and kind of, I guess, calling me a board member would make it big hat, no cattle, but kind of that type of conversation.

And there’s a power dynamic between us because I’m the owner and she’s the CEO trying to run the company as best we can. And we ask each other that question all the time, “What needs to be said that hasn’t yet been said?” because it’s that little nudge give us permission to talk about the needly stuff, or the stuff that might feel too small, or the stuff where it’s felt, “I just haven’t found the moment to mention this awkward thing.” It really clears the space, and says, “Now is a chance to mention anything that you’ve got just lingering there so that we can make sure that we clean it all up, if that’s what needs to be done.”

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

Michael Bungay Stanier
I’d say one of the unexpected benefits of doing this work and, perhaps, creating this book is that you deepen your own knowledge of yourself. It was very much about the relationship but, actually, there are exercises in the book. For each of the five questions, there’s three different exercises to help you deepen and enrich and make more subtle and more nuanced your answers to that.

And even if you’ve never had a best possible relationship, and you never had a keystone conversation, if you do the work and you come to understand in a more nuanced, more grounded way, “This is actually who I am. This is actually how I work. This is actually how I thrive. This is actually what shuts me down,” you’re better able to control and manage your work so that you can thrive and be awesome at your job.

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

Michael Bungay Stanier
So, Pete, I might’ve mentioned this the last time we talked, and so forgive me for coming back, but it’s a favorite quote, so it’s still my favorite quote. There’s a poem by the poet Rilke, it’s called “The Man Watching,” that’s the English translation. And it tells a story of wrestling with an angel, so it’s an allusion or a nod to kind of the Bible, and Jacob wrestling with the angel.

And it talks about being ambitious for the bigger things, the bigger things that open us up and challenge us, and bring out the very best of us. And there’s a couple of lines in that poem which I think are extraordinary. I actually keep a little printout on my desk. And the quote is this, “Winning does not tempt him. His growth is to be the deeply defeated by ever-greater things.”

And this idea of hoping, I hope this for me, and I hope it for others, but I hope I still have the courage to seek ever-greater things and be deeply defeated by that. That’s what I’m hungry for.

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

Michael Bungay Stanier
There’s a book I’m reading at the moment by Ed Young, and it is about how animals experience the world. And so, this is a little bit kind of a sideways angle into this, but we, as human beings, tend to assume that animals mostly experience the world kind of like we do. We tend to project the way we kind of embodied in this world onto all the animals around us. And nothing could be further from the truth.

As a very kind of slightly pedestrian way of talking about it, if you think of zebras, hey, however you want to pronounce that, in their black and white stripes, when you ask most people, “Why are zebras black and white striped?” they’ll go, “Well, it’s camouflage. It helps them blend in so they can hide from the predators.” But actually, lions have eyesight that is so shortsighted that they can’t see the stripes in a zebra. They just see it as a kind of a grey donkey. And, in fact, the stripes of a zebra are there to confuse a tsetse fly so that they don’t get bitten by these flies.

And as I’ve been reading this book in bed at night, every three pages I’ll say to my wife, “Oh, my God, did you know…?” “Oh, my God, did you know…?” as I keep hearing about how animals just experience so much more of the world than we do in a way that we can barely even imagine it. And why I bring it up is because, even on a human-to-human level, the person across the table from you experiences the world in a way that you don’t fully understand. And it’s so easy for us to just kind of think, “Ah, I know who they are, and I know how they’re feeling, and I know what they think because that’s who I am and how I feel and how I think.”

And this ability to stay curious about who is that other person, and how do they see and feel the world, opens up that ability for a more human-to-human connection and relationship.

Pete Mockaitis
Got you. And a favorite book?

Michael Bungay Stanier
Nonfiction, my favorite book is Bill Bryson’s A Short History of Nearly Everything. Bill Bryson, as a writer about science, he has this ability to make the world feel miraculous because not only does he kind of make science less dusty, less boring, and kind of have the life gets sucked out of it in high school for us, but Bryson has this ability to say, “Look, this is amazing. And look what these people are discovering about our world.”

And then on a fiction level, there’s an Australian author called David Malouf. And one of his very first books is called An Imaginary Life. It tells a story of Ovid, the Roman poet, getting exiled to the shores of the Black Sea, as it is now. And it talks about him unlearning his urban ways and finding a new language and new way of being on the edge of civilization. And this integration between head, and heart, and the mind, and the senses is a really powerful journey.

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

Michael Bungay Stanier
I love the pens from Baron Fig. I’ve got one on my desk here made out of copper, I’ve got one other one on my other desk over there where I write, and I’ve got one in the little leather sheet. And I was home recently in Australia, and my mom has basically hundreds of cheap pens shoved in jars and cups all over the house. I have three pens and I only have three pens, and I love them. But writing is such an integral part of how I interact with the world, not just writing my books but kind of checking in my journal most mornings, that having a pen that brings me joy is an essential tool for me.

Pete Mockaitis
And a favorite habit?

Michael Bungay Stanier
Making my wife coffee in the morning. And we both like coffee. I have espresso, she has an oak milk flat white but it’s the joy of the taste and the smell of really good coffee, but also the joy of being of service to my wife.

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, retweet it, etc.?

Michael Bungay Stanier
In The Coaching Habit book, I said, “Look, you can sum up this whole book as a haiku.” And I’m going to misquote it slightly, which is ironic, but it says something like, “Stay curious longer. Your advice is not as good as you think it is.” And “Your advice is not as good as you think it is,” is what I hear often from people.

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

Michael Bungay Stanier
You can find more about me, in general, at my website MBS.works. And if you’re interested in the book, BestPossibleRelationship.com.

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

Michael Bungay Stanier
Yeah, it can feel a little overwhelming to listen to what I’ve been talking about with you, Pete, and go, “How do I do that with all these people?” But if you can be the person who reaches out, who says, “I’ll take responsibility for starting to build the best possible relationship,” that is a great gift you and to them, and to your organization. So, don’t try and do it all, but perhaps pick one person, one key relationship that matters, pick one question of the five, and start a conversation where it says, “How do we work better together?”

Pete Mockaitis
All right. Michael, this has been a treat. I wish you much luck and great conversation.

Michael Bungay Stanier
Thanks, Pete. You are a gracious host.