This Podcast Will Help You Flourish At Work

Each week, I grill thought-leaders and results-getters to discover specific, actionable insights that boost work performance.

677: Optimizing Your LinkedIn for Maximum Opportunities with Donna Serdula

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Donna Serdula breaks down her four-point methodology for getting the most out of LinkedIn.

You’ll Learn:

  1. The crucial first step to building a solid LinkedIn presence 
  2. How to dramatically increase your reach with keywords
  3. The simplest way to grow your network tenfold 

 

About Donna

Donna Serdula pioneered the concept of LinkedIn profile optimisation, realising early on that the LinkedIn profile was so much more than just an online resume.

A job change in 2006 led her back to LinkedIn as Donna looked for tools to help her build a sales territory. It was during this time she had her LinkedIn epiphany and forged her LinkedIn 4 point methodology. By integrating LinkedIn into her sales process, she found tremendous success.

In 2009, she walked away from her successful sales career and founded Vision Board Media and LinkedIn-Makeover.com.

She is the author of the book LinkedIn Profile Optimization For Dummies, published by Wiley.

Donna has been featured on Forbes, Business Insider, Time’s Money Section, Wall Street Journal’s Market Watch, LA Times, NBC, SiriusXM Radio’s The Focus Group, and many other news outlets.

Resources mentioned in the show:

Thank you, sponsors!

Donna Serdula Interview Transcript

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

Donna Serdula
Hi, Pete. Thank you so much for having me.

Pete Mockaitis
Well, I’m excited to talk about branding, LinkedIn profile optimizing, representing yourself well. And what’s fun because I was just on your LinkedIn profile and, right off the bat, you impressed me with your use of the pronunciation feature which most people don’t use. And you didn’t just say “Donna Serdula,” which is what I did but you said, “My name is Donna Serdula. I help professionals represent themselves or brand themselves on LinkedIn and beyond.” I was like, “That’s awesome.” Like, you got a few seconds to work with and so you, right there at the very beginning, you’ve made it count, and I was impressed. So, it looks like we’re talking to the right person.

Donna Serdula
Well, thank you. They give you 10 seconds and if they’re going to give you 10 seconds, I say use all 10 seconds. I will tell you, right when they first put that out there, I was using like a little bit of the Batman theme from the 1960s Adam West show, I had that as the introduction and then my name, but that was cute in the very beginning, and then I decided, “Let’s get this a little bit more professional.”

Pete Mockaitis
Yeah. Well, well done. And it’s funny, I listened to mine, it’s like, “I’m a little soft. I should do it again.” All right, so I’m already inspired.

Donna Serdula
But here’s the thing. With your name, I kept looking at it in my email, and I was like, “Mocca? Mikatitis?” and then I went to your profile, hit that button, got the pronunciation, and thought, “Why didn’t I see it immediately?” But it’s perfect, like for my last name, very few people know how to pronounce it. And for those people who have an ethnic name, I think it’s a great feature. It helps people and it makes everyone a little bit more comfortable.

Pete Mockaitis
Well, so we’re going to talk about representing yourself on LinkedIn. And I’d love it if maybe you could kick us off by sharing what are some of the most wild ways you’ve seen people represent themselves maybe in terms of their titles or the headlines that made you go, “Huh?”

Donna Serdula
There’s a lot of ninjas out there. There’s a lot of ninjas, there’s a lot of rock stars

Pete Mockaitis
Okay, ninjas and rock stars.

Donna Serdula
But I like it. I have to admit when a person tries, I like it. I really like it. What I don’t like is when a person doesn’t try in any way and they upload a really just terrible profile picture and they just copy and paste old stuff that was developed years before, and they call it a day. To me, it’s a horrible, horrible thing. I really feel that people should think and really say to themselves, “How do I want others to perceive me? Where do I want to go in my life? Where do I want to go in my career?” and really be very thoughtful when you craft that profile because people are looking. They want to know what to think about you. And so, if you want to be that ninja, if you want to be that rock star, girl, go for it.

Pete Mockaitis
Okay. All right. Well, could you maybe kick us off by sharing a cool story of someone who did kind of rethink how they’re representing themselves and tweaked some things on LinkedIn and beyond and saw some cool results from it?

Donna Serdula
This is what we do every day, our clients come to us and they have problems talking about themselves, telling their story. It’s really, really hard to write about yourself. I’m thinking of a very specific client who had come to us. He was 56 years old, and the writing was on the wall, his position was going to be eliminated. He knew it. He knew the end date was coming. He was in technology and he was scared because at 56, he felt he was so far over the hill. He didn’t know where he was going to go, where he was going to get hired. He’d been at this organization for years.

And I remember him calling me and the sense of fear and dread and anxiety that was in his voice, and I remember saying, “Let’s take the bull by the horns and let’s make sure that you’re presenting yourself as who you are, that you’re relevant, that you’re interesting, that you’re energized, that you have so much to offer.” And we worked on the profile and we told his story, and we talked about who he was and what he represented and what he did and how it helped others. We infused the right keywords throughout that profile, and we did the same with his resume.

And he called me back six months later that he had gotten a job closer to his home. He was making 40% more.

Pete Mockaitis
Oh, wow.

Donna Serdula
Why 40% more? Not because he did such a great job but because he’d been in that company for so many years, he had never truly gotten the correct upticks in salary that he would’ve gotten if he was in just the regular market. And he was so gracious and so thankful that that’s what happens when you decide to represent yourself and tell your story and put yourself out there.

Pete Mockaitis
That’s great. Very cool. Well, a huge success story, so that’s encouraging and hopeful and inspiring for folks who may want to do some things that shake things up. So, can you tell us how do you start thinking about this whole thing? How do you represent yourself? And then maybe let’s get into some particulars for LinkedIn as a platform to do that optimally.

Donna Serdula
Sure. I believe that the very first step, at least with LinkedIn and branding yourself on that platform, it’s really important, Pete, to say, “Why am I on LinkedIn? What am I hoping to achieve?” Not everyone is on LinkedIn for job search. Some people are on it because they want to prospect and sell more. Some are on it because people are looking at them and they want to make sure that they’re utilizing it for reputation management, that when a person looks at them, they see someone who’s impressive, someone who has earned their confidence.

Others are doing it for executive branding to tell that story, to be perceived at a different level, and there could be combinations. But it’s really important to know why you’re on LinkedIn because your goal is going to determine your story and how you present yourself. If you’re in sales and your goal is to sell more but your profile is written like a resume and that goal is more for recruiters that you love to prospect, you’re just going to turn off your target audience which is prospects and potential clients.

Pete Mockaitis
That’s great. So, could I hear maybe a little bit of those implications in terms of, okay, if I’m in a selling of products or services mode, as opposed to selling myself mode, what are some key things I do differently based on the pathway I’m going down?

Donna Serdula
Yeah, it’s so important to really envision that audience, that person who you want to be reading the profile. And think in terms of if they were searching for someone like you, if they didn’t know your name, what would those keywords be that they’re putting into the search bar in trying to find you, to get close to someone like you. Those words are words that you’d want to infuse through your profile. That’s how you’re going to get found more often. And very, very few people ever really think that deeply about LinkedIn, they go, “Oh, I copy and paste my resume and I’ll be done.”

But LinkedIn is a professional network but it’s also a search engine, and recruiters and hiring managers are using it, but not just hiring managers. People in the media are using it, people who are looking for talent, who have opportunity to provide, they want to find someone like you, so you want to make it really easy for them to find you. But knowing what you want out of it and what that person would be interested in, that’s what’s going to shape the story.

So, what does a recruiter want? What are you targeting in that regard? Or, what’s going to impress a person? What have you done that you’re proud of that would make a difference? And once you have that down, jot it down. That’s what’s going to start to shape your narrative within the About section of your profile.

Pete Mockaitis
Okay. Certainly. Well, that sounds fundamental and yet often overlooked.

Donna Serdula
It’s so easy. Why doesn’t anyone do it?

Pete Mockaitis
Well, you take some time. Okay, seriously. Who do I want to see this? And when they see it, what do I want them to walk away thinking? And so, you’re thinking through that. And so with that kind of bullseye in mind, what are some of the key factors that make a profile make a great impression in terms of, “Hey, this is remarkable. This person really seems like they could be a winner,” versus, “Oh, okay. Next”?

Donna Serdula
I hate bullets. I hate bulleted lists. I just despise that. I also hate huge blocks of impenetrable texts where there’s not a single line break. It could be the most warmest, engaging copy ever written but if it’s hard for an eye to scan through, you’re going to turn people off. So, it’s not just what you write but it’s also how you format it through the profile. Like, line breaks, that enter or return key should be a good friend of yours. Don’t think like the old-fashioned paragraph concept that we were taught in school. You can actually break it up a little bit more, into more of like ideas so the easier it is to scan, the better.

I would say first person narrative. There are certain times, I have some clients that come to me and they have done the most amazing things. They’ve lived these incredible lives. Their accomplishments are huge. And when they write in the first person, it feels weird to them. It just doesn’t feel right. Those are very few situations where I’m like, “Okay, let’s write in third. It’s okay if you write in third person.” But for most people, they know that you’ve written it yourself, or you’ve hired someone to write it for you. You should write in first person, and write it in a manner where it’s warm, it’s engaging, it tells that story. It’s who you are. Why you do what you do? What does it mean to others? What do you stand for? What do you represent?

And when you talk about that, ultimately, it’s your why. I think it really resonates with people and they love that.

Pete Mockaitis
Well, yeah, I hear you there. And I’m looking at yours right now as you’re speaking. So, I hear what you’re saying in terms of breaking up the text so we’ve got some shorter paragraphs, maybe just a sentence at times, or, “Well, I do,” in the shortest. “Do you know what makes a LinkedIn profile stand out from the crowd?” New paragraph. “Well, I do.” That’s great. Okay, I’m intrigued. Okay. What are you about? So, I’m pulled in.

And then in terms of breaking up the text, you have a nice little bold, capital SERVICES, AUTHOR, SPEAKER, and then a little bit of an underline there, and that’s just easy-peasy to do, there’s no special tricks. You just push the bold button?

Donna Serdula
There’s no bold button.

Pete Mockaitis
Oh, now you’re a ninja and a rock star, Donna. How do we do it?

Donna Serdula
So, that is actually faux text. It’s Unicode. And so, if you visit my website LinkedIn-Makeover.com and you go to the free tools, I have this little wizard or online app, whatever you want to call it, where you type in, and it will apply formatting, but it’s not real formatting. It just looks like text but it’s more of like code and you copy it and you put it into your profile. And, voila! You suddenly have italics, you have bold, you have underline. You can even have cursive if you wanted to.

The one thing though, Pete, to know is that it looks like the word but it’s not so you shouldn’t be doing everything in that because it’s not optimized for search. The other thing is if a person who is blind and they’re using a screen reader, they’re not going to hear the right words because it’s, again, it’s fake texts. But, in small doses, it’s fabulous.

Pete Mockaitis
Oh, Donna, I just love talking to someone who’s just delved deep into the details, they’re somebody like, “It’s not actually texts. It’s code. So, here are some implications of that. Noted. It’s going to look great with some tradeoffs so use it appropriately but just know that you can use it,” and just about nobody does because I don’t think I’ve seen it before. So, kudos, Donna.

Donna Serdula
Thank you. Thank you.

Pete Mockaitis
That’s cool. Okay. So, that’s some of the particulars in terms of looking great and being friendly to the eyeball such that they’ll actually read it. And so then, what are some key thoughts for what we put in there? We want it to be friendly. We want it to make a good impression. Any particular do’s and don’ts?

Donna Serdula
I recognize that it’s 2021 and I shouldn’t have to say that the profile picture is important but, even to this day, it’s something that so many people really struggle with. So, a good do is work on getting a professionally taken photo. It does make a difference. Don’t just go with a selfie with weird things in the background. Don’t show your shoulders or your elbows. It’s a headshot for a reason, especially on a mobile phone which reduces it even smaller. You really want to make sure that it’s your face that’s filling that circle, so that’s a huge thing.

There’s a background graphic that very few people use, and this is a great place to really illustrate your brand and subtly suggest to people who don’t even have to read anything who you are and what you do and what you represent, so definitely utilize that. There’s a lot of areas to upload, photos and things like that, links to websites and whatnot. It’s now called the featured section. It actually provides like a carousel at the top of your profile, and that’s a fabulous place. Very few people don’t use it but I would definitely say it’s a do depending upon your job and who you are and what you do. It should be relatively easy to find something to populate that area.

Pete Mockaitis
Okay. So, we went right into some tactical stuff. Maybe I should zoom out a smidge. You’ve got a full-blown four-point methodology. Can you kind of walk us through that a little bit?

Donna Serdula
Step one, know your goal.

Pete Mockaitis
All right.

Donna Serdula
Know why you’re on it. We talked a little bit about that. Two, optimize your profile to your goal. Infuse your keywords. Tell the world who you are and why you shine. Three, start to grow your network. You need to connect. Have you ever seen that movie Glengarry Glen Ross?

Pete Mockaitis
Oh, coffee is for closers.

Donna Serdula
Yeah. A, B, C. Always be…well, I like to say always be connecting. Always be connecting. A lot of people say to me, “Ugh, I don’t get LinkedIn.” And then I look at their profile, they’ve got like 10 connections, or even just a hundred connections, and you really do need to have a network, so try to get that online network to reflect your offline network. So, connect, connect, connect. So, that’s three.

Four, so now you want to engage. Now, you want to start to go to that homepage and scroll through and comment and like and share, and start to post. That’s when you can network in your pajamas. That’s when things should start to come together for you. And that’s when you’re going to start to see that there is opportunity in those hills out there.

Pete Mockaitis
Well, yeah, so we’ve talked a bit about the first two. Let’s hit keywords for a bit now. Well, hey, if you’ve gone deep into Unicode, you may have some answers that I don’t know. So, I guess I’ve played just a little bit of the Google search engine optimization game. Boy, that is a full-time operation and many people have made that their careers in terms saying, “Okay, so what are the keywords? What’s a traffic associated with those keywords? What’s the competition for those keywords? Where can I win? How can I write content that hits those and gets me surfaced in Google?”

And hopefully it’s good as opposed to, “Oh, man.” Well, I think we’ve all read it in terms of, “You might be asking yourself, ‘How do I get a good price on a mortgage?’ Well, the answer to getting a good price on a mortgage involves three key things. The first step to getting a good price on a good mortgage…” You know, it’s like…

Donna Serdula
Yeah, the redundant, yeah, the repetition of the key phrase.

Pete Mockaitis
So, we don’t want to do that. But I’m wondering, like is there any keyword research tools that give us a sense for, I don’t know, like Python versus Django? I barely know what I’m talking about here, so apologies, Python coders. But you get the idea. It’s like there are some opportunities where I can describe a given skill or set of expertise with many different potential keywords. So, how do I know which ones to go for and optimize for?

Donna Serdula
And, sadly, when you’re on LinkedIn, in your account, looking at your profile, it really is almost like pin the tail on the donkey, wearing a blindfold. LinkedIn doesn’t give a lot of insight into how well your profile is performing for keywords, what are the most searched keywords. Those are things that they kind of hold in the back. They don’t show their cards very easily.

What I recommend doing is this. It’s knowing, “What do you feel would a person be searching for if they were looking for you?” And, yes, there is a whole bunch of different keywords. Choose the ones that you feel are the most obvious, the most used, and then use them organically through your profile. The fields that are most sensitive for search – your headline. That right there, if you can infuse top keywords in there, you will find that you turn up higher and more often for those keywords.

If you can use those keywords not in a repetitive or obnoxious way but you can organically use it in the narrative of your About section, that’s going to be very helpful. Again, not in a repetitive way, not in a bulleted list type of way, but you’re weaving them into your story. That’s a good thing. Job titles, again, perfect for keywords. Very few people do but that area does make a difference as does the job description.

So, if you could put it in those areas, and really think, “If I’m looking for a job,” look at the job description, look at a couple job descriptions, highlight. What are the words that you keep seeing repeated over and over and over again? What are those core competencies? What are those applications that you need to know? That will give you an idea. And then what you do, Pete, is you wait and then you watch, and you see. Are you getting hits to your profile?

Pete Mockaitis
Yeah. And they’ll tell you, like, “You’re viewed this many times,” so you know that. And I think it also tells you, “You’ve shown up this many times in search.” So, views of my profile – 1500. I’m looking at mine now. And so, I could see that and then I can just peruse, well, you looked at me. Hi, there.

Donna Serdula
I like to do my due diligence.

Pete Mockaitis
And I can kind of peruse. It tells you, “Found you via LinkedIn profile,” and it will also say, “Found you via homepage,” and found people similar to you but it doesn’t also say, “Found you via search.”

Donna Serdula
I don’t think it does.

Pete Mockaitis
Okay. Well, you set it straight.

Donna Serdula
But when they say, “Found you through the profile,” you can almost surmise that it was either they were doing a name-based search or they were doing a keyword search, and you popped up.

Pete Mockaitis
And I think your point associated with just knowing your audience is huge because, well, I looked at this once back in the day when I was doing more Myers Briggs training, which I’m capable of doing but that’s not been my focus lately. And so, you find tons of profiles that will have MBTI in their headline as their title, which, as a type practitioner, I know, and many others do, that that stands for Myers Brigg Type Indicator, which is the name of the tool.

However, I have learned that most people, when they’re searching for that, do not search for MBTI; they search for Myers Briggs. And so, just knowing that and, for all you Myers Briggs practitioners on LinkedIn, here’s a free one for you. Just about no one says Myers Briggs in their title even though that’s what more people look for. So, you can sort of try that out and I guess just maybe ask your target audience, like, “Hey, so if you’re kind of looking for someone to do a personality workshop for you, like what might you type into LinkedIn?” It’s like, “I don’t know, maybe Myers Briggs, maybe DISC.” It’s like, “Okay. Yeah, I know she did not say MBTI.” So, that gets you there.

Donna Serdula
Yeah, sometimes you get in the weeds of your own knowledge and you have to break through and step out and look at it. I see that a lot of times when people say to me, “Oh, I’m a dynamic person and I do all…” they’re using these crazy words and crazy jargon, and it’s like, “Talk to me like I’m a three-year old. Talk to your audience like they’re a three-year old. It’s going to help you really simplify the message and make it so much more accessible to the world at large.” Of course, you weigh that because if your target audience really does talk like that then that’s great. Go for it.

Pete Mockaitis
Yeah, that’s true.

Donna Serdula
But I think sometimes people do get a little too caught up in the weeds. They’re so close they can’t gain that focus.

Pete Mockaitis
Yeah, that’s great because I’m thinking I just recently learned the term capital allocator. I didn’t know what that meant. But there may be times you want to call yourself a capital allocator based on who you’re attracting, at times you want to call yourself a financial planner based on who you’re going after, even though there’s a fair bit of overlap in capital allocators and financial planners, “Well, Pete, actually, there’s several distinctions much like Python and Django.” But that’s a great perspective there in terms of how they would speak. And it’s unlikely someone is going to search for a dynamic multi-potentialite even though you might be that.

Donna Serdula
You might be. I remember a very specific client of mine had said to me, “Donna, before the profile, I was getting a ton of hits. I was getting found and I was getting a lot more inquiries on LinkedIn.” And, of course, I heard that, I was like, “Do you hate me? This sounds bad.” And he said, “No. Since you worked on the profile, you really dialed in to the right audience. It’s much more qualified, so, yeah, I’m getting less but the ones that I’m getting really want me and I’m aligned to those opportunities that they’re presenting to me. Before, I was getting all types of opportunities that I wasn’t interested in and was a waste of time.” So, you do have to sort of weigh it. You want to make sure that it’s the right audience and you’ve got the right message, and what’s coming to is good opportunity.

Pete Mockaitis
Yeah, that’s so great. And, as you say it, I think all the little pieces are connecting here in terms of like your image and your banner, was the term I used there, you got your headshot and you’ve got your other image at the top.

Donna Serdula
Yeah, we call it the background graphic but banner works too.

Pete Mockaitis
Your headshot, your background graphic, and it all comes together in terms of telling the story, like the individual pieces, and you might optimize incorrectly. I remember in my early days, I got some headshots and I thought, “Oh, man, this one I looked really…” I thought I looked hot. I was wearing a black buttoned-down and a dark background, and I thought, “Oh, man,” there’s like a smouldering gaze, it’s like, “Okay, yeah, Pete, you do. Great job. They caught a good angle. But, really, we need you to show up as the friendly high-energy speaker guy and not a model.” So, I was like, “Oh, yeah, good point. Good point.”

So, I might look not as good in a, I don’t know, GQ sense of the word in one headshot but, for the audience and the impression I’m trying to give, it works better even though, “My rosacea is more prominent in that photo,” well, we’re going to go with that one because it’s going to get the job done that we’re looking to get done.

Donna Serdula
I know it sounds so strange but, I always say, people feel this need to, because LinkedIn is this professional network, they want to look serious. But when they look serious, they tend to look angry. And you want to seem approachable, you want to seem friendly, you want to make it easy for a person to want to reach out to learn more about you. And so, upload a picture where you do look more friendly. And that, of course, trumps the professional picture. If a headshot, it may be well taken, but if it’s not presenting you in that friendly light, it’s not going to work.

I’m going to tell you another thing, Pete. This is huge and it’s so obvious. People who don’t include their contact information, they don’t put their phone number in, they don’t put their email address, and they make it very, very hard to reach you. One of my biggest pet peeves.

Pete Mockaitis
And I think maybe some people have a worry or a concern, like, “Oh, I’m going to get all these spam callers or all these random calling me.” But I’ll tell you, I’ve got my phone number in there. Hello, listeners, you can give me a ring. My phone number is in there and just about never do I get super random calls that I think are traced back to LinkedIn. There’s robo spam callers but they hit everybody indiscriminately. So, I think, yeah, if anyone has any worries on that dimension, in my own experience, and you’ve got a lot more LinkedIn stuff than I do, it’s really not that noticeable. I don’t think I’ve suffered any negative consequences for having freely shared that contact info there. What’s your take?

Donna Serdula
I believe if you want opportunity to knock, you’ve got to tell it what door to knock on. It’s just that simple. Put your information out there. I actually wouldn’t mind if I got a random Telepass calling if I also knew that I was getting all these fabulous opportunities as well. It’s almost a balance. But I agree, I really don’t get a lot of garbage. I get people who want my services, who need my expertise, people that I can help. And, to me, that’s a win-win.

Pete Mockaitis
Perfect. All right. So, let’s talk about build the connections and engaging. How do we get that well?

Donna Serdula
Yeah, I hate to say this. I really do. I feel like it’s been overstated but send connection requests, put in a nice little note, say something personable, let the person know why you’re connecting, unless, of course…and this is the thing. If you know the person, like I’m going to connect with you after this show. I don’t think I need to say, “Hey, we just talked an hour ago. I think you’re going to remember me.”

Pete Mockaitis
“Oh, yeah, Donna.”

Donna Serdula
So, in that situation, I don’t have a problem not adding a personalized note, like, to me you don’t have to do it always across the board. But if you are kind of going outside of your real network and you’re connecting to people from maybe a long time ago, it is nice to add a little bit of a personalized note to say, “Hey, do you remember me?” And I think it starts that conversation off. So, hit connect, give a personalized note if the moment calls for it, and keep connecting. It’s just not something that you do once. It’s something that you do often. It should be a part of your normal business world that, as you meet people, as you go into meetings, connect.

There’s that quote, “Your network is your net worth.” And it’s something that I think a lot of people dismiss. And I remember years and years ago when I was in college, a woman came and was like, “Oh, you got to create a network.” Like it just sounded so intimidating and strange. And, really, all it is is keeping in touch with people, being friendly, popping up to say hello, making connections. That’s all it really is. And with LinkedIn, it’s a very easy way to connect and grow that network and continue to stay in touch with people.

Pete Mockaitis
Okay, yeah.

Donna Serdula
So, that’s it. It’s that simple but it’s something that very few people do.

Pete Mockaitis
Well, so let’s say you’re one of those folks who has a hundred connections on LinkedIn, and you and I know that such a person knows many more people on LinkedIn, and they could go ahead and connect with him, and then the whole world opens up to you. And that’s what I found in terms of one side said, “Okay, I’m just going to go ahead and find some people I know, and I’m going to connect.”

And then, I don’t know, I felt just like a surge of powerful feeling just in terms of saying, “Okay. Well, shoot, now that I’ve spent a little time on this, like a huge universe is now open to me in terms of secondary connections. So, if I have like a hundred connections before, and then built it out to a thousand, it’s like, wow, I could get introductions so readily to so many places now. That’s hugely cool.” So, if someone is at a hundred, how do you recommend they get to a thousand real connections relatively painlessly?

Donna Serdula
Well, they could certainly upload their email address book and allow LinkedIn to do like a match, un-match and decide who’s already there, and just mass connect. That’s one way. Another easy way is to go into the My Network icon and scroll down that page. There’s a People You May Know area where LinkedIn makes these connections, they say, “Oh, you’re connected to Pete, and Pete’s connected to so and so, then you might be connected to that person.” So, that’s an easy way to do it.

I actually kind of just like the old-fashion sit down and really start thinking about the people that you’ve met throughout your career and your school and life in general, and just keep jotting them down in a notebook and see who’s there, see who’s connected. And then if you know someone, you have like a history with a person, you could go to their profile and look at their connections, and plod through that, connecting with the people that you know in common. So, those are all ways that you can grow your network.

But what’s really important is when you grow that network, you’re going to be found by more people because when a person is searched in LinkedIn, when they’re doing a name-based search, yeah, they’re searching the entire database of users. But if a regular free user is doing a keyword-based search, think of yourself, when you do that, you’re seeing first-degree connections, you’re seeing second-degree connections, and you’re seeing third-degree connections. That’s what you’re searching. So, if you want to be found by more people, and you want to discover more people, you need to be in more networks. And that opens up and it really explodes being found and getting found.

Pete Mockaitis
Yeah, I think that flywheel, that virtuous cycle really shows up because, let’s say, you have a hundred, you spend a little bit of time and then you connect with an extra 50. Well, now, LinkedIn has so much more useful information to share with more people you know, it’s like, “Well, as a matter of fact, I do know that person, and that person, and that person.” So, I find that it goes pretty darn quick in terms of getting there, it’s like, you make a bundle of connection requests, a week later, they’ve accepted. And now there’s a whole new bundle. Repeat, repeat, repeat, like, “Hey, what do you know?” In a couple of months, you went from a hundred to a thousand, and it didn’t take much time and it’s kind of fun, like, “Oh, what’s this guy up to? Oh, wow, it’s good time.”

Donna Serdula
Yeah, it’s true. And when you connect, use it as an excuse to maybe reach out and start more conversations. If you’re going to do a huge burst and you’re going from a hundred to a thousand, it might not be possible, but do try. As you’re connecting, see if they’re active on LinkedIn. And if they are, maybe just bookmark their activity and go back and check to see what they’re posting, and then engage with them.

And when you start to engage with certain people on LinkedIn who are themselves active, you’ll start to see that they fill your feed more often because LinkedIn likes to show their feed. They like their feed to be people that you know talking about the things that you care about. And so, follow the right hashtags, connect with the right people, engage with them on that feed, and you’ll start to find that LinkedIn is fun. It’s people that you know talking about the things you care about.

Pete Mockaitis
Absolutely. And then let’s talk about engaging. And, particularly, I’m curious about any pro tips on how to request an introduction? Like, let’s say, you’ve got your network, and you say, “Oh, wow, I’ve got second-degree connections and all kinds of places I’d like to learn about maybe to work or to sell or whatnot.” Any best practices for how we make that request, like, “Could you introduce me to so and so?”

Donna Serdula
Yeah, at one time, LinkedIn had a very structured process for doing that. They don’t now. If you’re looking for an intro button, you’re not going to find it. And the way you do it is more manual. You look at a person, you find them, you see who do you know that’s connected to them, and then you just send them a message. You can also go into More and, say, “Send profile,” and so you can send that person the profile with, “Hey, this is the person I want an introduction to.”

But certain things to keep in mind. I have 29,000 first-degree connections, so if you’re going to ask me to make an introduction to someone, there’s a very good chance that I do not know them personally. So, be aware that if the person has an excessive size network, the answer might be, “I can’t help you,” and that’s okay. Don’t get hung up on that.

But, at the same time, when you’re going to make that introduction, if you could give the person that you’re asking as much information, “This is how you can introduce me to them. This is what it is that I want from them,” and make it very clear who you are and how they can describe you and what you want so that person doesn’t feel like they’re helping a spam artist defraud someone. But make it as very clear as possible, I think you’re going to find that, even if that person doesn’t know that person very well, the introduction will take place and it will be successful.

Pete Mockaitis
Okay. Well, Donna, tell me, any other key things you want to share before we shift gears and hear about some of your favorite things?

Donna Serdula
I will say this, we touched a little bit about my formatter on the website and we talked about how important the LinkedIn headline is, and I will say to your audience, if you are sitting there and you’re looking at your profile, and you’re thinking, “I really do want to optimize this and I need help,” there is a free resources section on my website and there’s a LinkedIn headline generator. It’s a little app and they just fill out just a couple terms, put a little dot on different buckets that describe them, and it pushes out a headline that’s really awesome, and it’s optimized, and they’ll get more views and it’ll turn up more often in search. So, just know that there is a lot of free help out there and there’s an entire section on my website full of those types of tools.

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

Donna Serdula
This is a Tim Ferriss quote, and it says, “It’s lonely at the top. Ninety-nine percent of people are convinced they are incapable of achieving great things so they aim for mediocre. The level of competition is thus fiercest for realistic goals, paradoxically making them the most competitive.”

And I just love this quote because I find it’s so true. In fact, right before my father died, he had said to me, one of his biggest regrets was that he didn’t dream big enough. And this is something that I’m seeing as I work with my clients, executives, and entrepreneurs, and professionals from all over the world, it’s seeing people who have decided to dream big and go a little further and do a little bit more. And it is scary but you can. You can reach for the stars and you can do it.

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

Donna Serdula
This isn’t like an absolute study but I found this fascinating. If you were to fold a piece of paper in half 42 times, it would reach the moon. And I really love that. Just thinking about it, folding it 42 times, I couldn’t imagine that this is true but I started doing some Google. And it’s true, it’s the exponential growth, and this inspires me because it really reminds me that it’s just these little steps will get you somewhere much bigger.

Pete Mockaitis
Yeah, I guess that’s about a trillion sheets thickness there.

Donna Serdula
Oh, yeah. I think someone said you’d need like a sheet the size of the Earth, so you can get close to it.

Pete Mockaitis
Well, yeah, there’s so many parallel, well, takeaways in terms of compound interest or growth, or in terms of like what happens when something just grows and grows and grows. And a favorite book?

Donna Serdula
I’m one of those crazy people. I love the Think and Grow Rich and the Law of Attraction. I love that stuff. I love it so much. My favorite book is one where you either love her or you hate her, but I love The Fountainhead. I just loved it.

Pete Mockaitis
Okay. And a favorite tool?

Donna Serdula
I just recently purchased a reMarkable 2 and it’s a handwriting tablet so you can write on a tablet so you don’t need a notebook after notebook after notebook. It’s just this great gadget and it allows me to just do what I love to do, which is just handwrite but not use any more paper. It’s all digitalized.

Pete Mockaitis
And a favorite habit?

Donna Serdula
Which goes back to the reMarkable 2, which is I love journaling and I love to-do lists. And, to me, it’s so important to get what’s inside of you out, and I think there’s something very soulful and inspiring when you can take your pen and drag it. If it’s not paper, then you know the reMarkable 2, but really get your thoughts out there and know what you need to do, but also know what happens so you can start to see repetitions because our memories are so short. We don’t even know how short they are so it’s important, I think, to really record your successes and the record things that have happened so you can remind yourself, and you can stop making the same mistakes over and over and over again.

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

Donna Serdula
I’ve said, “Success on LinkedIn is getting off LinkedIn,” and I often hear people attribute that to me, and I did say it. And, to me, it’s about sometimes people hide on social media and they hide on LinkedIn, and they hide behind the messages and they hide behind the posts. And, really, I find that the best relationships I’ve had from LinkedIn are the ones where I’ve gone to the person’s profile, picked up the phone, and called them. And that’s where the real world is where the real relationships are formed. So, I’d like to say get off LinkedIn, call the person up, take them out for lunch or coffee, and I think you’re going to find that it’s an even deeper relationship that can be formed.

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

Donna Serdula
Certainly, LinkedIn. I always visit my LinkedIn profile but my website is LinkedIn-Makeover.com, and that’s got tons of free tools that talks about our services. Everything I do is transparent so you can see our pricing, you can see our examples, you can see our portfolio, everything is there.

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

Donna Serdula
Yeah, I’m going to go back to what I said earlier. Definitely, I challenge all of you to really think about who you are, where you’re going, and look at that profile, and don’t just align it to where you are. Align it to where you want to go. Make it more future-oriented. Tell people. Maybe not just show but really talk about what you’ve done, where you’re going. And if you need help, there is my LinkedIn headline generator and, certainly, we’re here to help as well.

Pete Mockaitis
All right. Donna, this has been a treat. Thank you so much and I wish you much luck in all of your connecting.

Donna Serdula
Thank you so much.

676: How to Craft and Deliver Compelling Presentations with Dr. Ethan Becker

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Dr. Ethan Becker offers a practical guide to communicating more effectively in the workplace.

You’ll Learn:

  1. The two ways we process information 
  2. The four-step structure of compelling communication
  3. The simplest way to sound more engaging 

About Ethan

Ethan F. Becker, PhD is president and senior coach/trainer for the Speech Improvement Company, the oldest communication coaching and training firm in America. He has worked with Apple, IBM, Bain Capital, Sony Music, and the New York Giants, the F.B.I., Harvard University, YouTube, and other clients across the globe.

Resources mentioned in the show:

Thank you, sponsors!

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Ethan Becker Interview Transcript

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

Ethan Becker
All right. I’m psyched to be here. I’ve been waiting. This is great.

Pete Mockaitis
All right. Well, I’m psyched too. And so, I want to hear, so you’ve spent a long time working with folks, helping them communicate all the better. Is there a particularly surprising or fascinating discovery you’ve made along the way?

Ethan Becker
I think what surprised me is the similarities that people have around the world. We travel all over the world. Well, this year, nobody’s traveling, but like normally we’re on airplanes.

Pete Mockaitis
Oh, working buddy.

Ethan Becker
And the various cultures around the planet, mostly what we see on television, on the media, and on the internet highlights differences, and it’s designed for division because that’s like divide people because it sells ads. But in the work that we do as speech coaches, we see the similarities almost identical in some cases, culture after culture after culture. That surprises me, which I think is profound actually.

Pete Mockaitis
Intriguing. And so, what are a few universals that cut across everything?

Ethan Becker
Well, for instance, people get nervous when they have to speak in front of a group, not everybody does. Not everybody does. But the psychology around it and the reasons behind it are often similar. People get uncomfortable in the business world, when they need to give feedback, for instance. And, again, not everybody. I’m generalizing. But the kinds of things that we hear and see are almost identical.

Like, I’ll hear somebody tell me that, “My manager just doesn’t understand me. He’s putting too much stuff on my plate.” Like, I might hear something like that here in Massachusetts or when I’m in Malaysia, it’s like the same things. Once you get through the culture, the obvious cultural uniqueness of a different environment, there are very, very common similarities in all cultures.

Pete Mockaitis
Okay. Well, good to know for the world travelers or future returning travelers amongst us. Well, let’s chat a bit about your book Mastering Communication at Work. So, it’s been a while since the previous edition was published. Tell us, you say that everything and nothing has changed in the interim. What do you mean by that?

Ethan Becker
Yeah, there’s not a whole lot that’s changed. Much of what we know in human communication and psychology comes from Aristotle over centuries ago but there have been some things we’ve seen get updated. We updated the book. We did a second edition. We added a section for gender equity and a section for virtual communication, not because of COVID but just, in general, the technology curve has increased so there were some changes there. But a lot of how we think and process and connect and how we get good and develop skill in communication hasn’t changed too much. So, yeah.

Pete Mockaitis
All right. Well, so let’s talk a little bit about how that’s done but, first, maybe a little bit of the why. Just what kind of an impact does having excellent communication skills make for a professional?

Ethan Becker
The answer varies, really. In most cases, the impact is going to be pretty significant because when you can get your ideas and thoughts out in a way where another human can hear it, decode it, and understand it, usually things tend to go well. And when that doesn’t happen, it can be highly frustrating. So, in most cases, it’s a pretty positive experience.

Pete Mockaitis
Okay. And can you share maybe a story of someone who saw a transformation and what impact that made for them?

Ethan Becker
Sure. One client of ours who enjoys sharing his story with us, Jon Platt. He’s the chairman at Sony Music. So, when Jon first came to us, he was executive vice president, and this is the fellow who was a producer for like Jay Z and Beyonce and so forth, but he was looking to move up in his career. And one of the things he was saying, “So, look, I need to strengthen my ability to articulate my ideas in these senior executive levels,” which is a different kind of communication than he was able to do with artists.

Jon has a real talent, a real ear for talent, and he was able to negotiate very effective deals with artists, and he needed to update the language he was using and the approach he was using to communicate internally with those who would be in a position to put him in a position of leadership, and he did. He did. He did the work. It was very difficult at times because he had to learn to behave in ways that were new for him.

But, as he did that, he moved up the ladder pretty quickly throughout. He was at EMI at the time, and then he moved over to Sony, and he’s doing very well these days. But a great example of someone who put the time and effort into strengthening the quality of his communication skills and now he’s benefitting from that.

We see these examples all the time. Not everything is high profile. We’ll see this, sometimes, it could just be a typical manager or somebody maybe they have no interest in being a manager. Not everyone wants to move up in organization, that’s just one example. Sometimes it’s just a matter of somebody feeling comfortable on their own team, or learning how to communicate with peers comfortably, or it might be a presentation, anything like that. We see these kinds of things happen all the time with folks.

Pete Mockaitis
Well, I’m curious to hear about that notion about certain behaviors needed to change when you’re communicating in a more senior level. What are some of the key difference-makers when we are communicating like a leader? How does that differ from just kind of typical, normal everyday patterns in behaviors you may have around communication?

Ethan Becker
One way of looking at this, I’ve heard some other discussion around some Aristotle, and this would be a good idea to maybe sort of clarify some ideas around it. Aristotle, one of the reasons that speech coaches look at Aristotle is because he was one of the early philosophers to look at how we think, how we process information. And so, some of the terms we hear tossed around a little bit are a little bit sometimes not always clear. But he was saying people tend to think and process in one of two different ways, either inductive or deductive. These are the terms that are used.

And here’s what it means. If I’m an inductive thinker, it’s just who I am. What that means is that I need to have specific pieces of information that lead to me a general conclusion, it’s called going from the specific details to the general conclusion, what you want happens at the end. That’s inductive.

For instance, if I were to say to you, “Hey, listen, last weekend, I was at a family barbecue, and my mother-in-law was there. And she said, ‘Ethan, I think you should lose a little weight.’ Well, I think that was kind of rude of her but she’s the mother-in-law so she can say anything she wants to say. So, I thought I would take up jogging and I went to the mall to get a new pair of sneakers. And it was really frustrating that day because it was Sunday and it was really crowded.”

“There was a lot of sales on Sundays, by the way. So, I got into the parking lot and I couldn’t find a place to park, and this other guy came and cut me off. And I was going to get out and confront him but I was really just here for the sneakers so I had to park in the remote parking lot which was really frustrating because I had to walk to the front of the mall and I had this old pair of shoes. And if it gets too sore, the shoes get a little sore in the back of my foot, and thenI have to see my doctor, which is a nightmare because the lady at the desk hates me. She hates everybody.”

“You’re with me still? Good. You see, because I went into the shoe store and they didn’t have sneakers. I thought that was interesting so I asked if I could talk to the manager, and they sent me down to the sports shop. And at the sports shop, they didn’t have white sneakers. And I like the white ones because if they get dirty, you can bleach them. They’re just like new. So, that leads me to what I’m going to ask you today because, see, now I’m going to go jogging this afternoon, and I don’t want to get my new pair of sneakers dirty. So, could you tell me is it going to rain?”

“Is it going to rain? That was my point. That is what I needed to know.” But, you see, if I think and process in an inductive way, I can’t just ask that, “I think you need to know about the mother-in-law, and the parking lot, and the doctor, and all that.” And if you’re hearing my example right now, and you’re thinking, “Oh, the guy is just rambling about random stuff,” “Hold on a second. It’s not random inside of my mind. Somehow these things are all connected to each other.”

Now, this is an inductive pattern. Now, you don’t have to be that inductive. That’s an extreme example. I could be slightly inductive and it’s less frustrating. I could say, “Hey, listen, Pete, I just got a new pair of sneakers and I don’t want to get them dirty as I go jogging. Do you know if it’s going to rain?” So, I’m giving you the background information first and then the point, then what I want. That is known as an inductive pattern.

The deductive pattern is different. It is the exact opposite. You start with the point and then you give your details. So, for instance, somebody who is extremely deductive, they might sound like this, “Rain?” That’s it. Now, I don’t have to be that deductive. I could say, “Do you know if it’s going to rain? I just got a new pair of sneakers and I don’t want to get them dirty as I go jogging.” “Hey, I just got a new pair of sneakers and I don’t want to get them dirty as I go jogging. Do you know if it’s going to…?”

Can you hear the difference between the two patterns?

Pete Mockaitis
Absolutely. And when you said, it’s interesting that you say some people just are inductive. So, when in your first rambling example, I guess I found that very frustrating and thought, “Oh, I hate this.” Like, as I imagine that person talking to me, like, this is like, “Oh, I hate this. When are they going to shut up?” And I say, “Pete, be compassionate. And I’ll be patient with them. That’s kind of what was going on in my mind. But if someone is inductive, and they’re hearing that, might they be like, “Oh, this is really interesting and engaging”? That seems hard for me to believe.

Ethan Becker
Yeah, spoken like a true deductive listener. See, one of the reasons these matters is because one of these two people meet each other, look out, there’s a level of frustration that just breaks the communication down. If I’m a deductive thinker, it’s just who I am. I process in a deductive way. And this inductive person comes to talk to me? What I look like is frustrated, you know, “Uh-huh. Uh-huh,” I’m like nodding my head, “Uh-huh,” waving my hand, “Mm-hmm, yup. What do you want? Get to the point.” I get so frustrated to the point that I’m not even listening anymore. I might be looking at you and I might not be talking but the comprehension is very low. I would need you to do it in a deductive way for me.

And the reverse is true, by the way, also. If I’m an inductive thinker, and this deductive person comes to talk to me, what I would look like is very frustrated, “What? Whoa, wait a minute. Hold on. Slow down. How did you get to the…? Back up just a minute here.” So, this isn’t about right or wrong. The language we like to use here, this is about what’s effective versus ineffective. Therefore, the skill is to, number one, know which way you tend to lean. And, number two, probably more importantly, is, what does your listener, or listeners, need you to be? What do they need you to be in order to make it as easy as possible for them to receive the information, comprehend the information, and see what you’re trying to communicate? That’s the skill around here.

And where sometimes there’s a confusion is there are folks who will say, “You should always be deductive. Tell them the point up front.” It’s, like, well, that’s not bad advice for deductive thinkers. “Well, senior executives are always deductive.” Oh, that is not true. That is not true. I coach CEOs all over the world, and I know many who are inductive in the way they think. However, we know it is a trend that the more senior we become, there is a trend to become more deductive, so it’s not a bad way to plan but you always want to be ready to pivot.

Just like in the game of soccer, if I were to say to you, “Only kick the ball with your right foot. Never kick with your left,” that’s really poor advice. It doesn’t help you. The skill is to learn both. And that’s easy to understand, hard to do, because one of these is our comfort zone, and the other one is, Pete, you did a great job of explaining a second ago, kind of annoying. It’s like, “Will you just shut up and get to the point?”

In Jon’s case, what he did really, really well is he was very deductive in the way he thought because he knows a lot about the music business. And as he grew, and people would come to him with deals, he was listening deductively but they were talking inductively. He trained himself how to listen in an inductive way. And when he did, he says two things happened.

Number one is the quality of the relationships with those around him strengthened. And, number two, he actually learned stuff. It was like, “I could learn things.” So, it’s a good skill to look at. I know it’s old but the reason we’ve never decided to give cute names to it, or get into the psychometric, a lot of the psychometric tests have come from some of the Aristotle stuff, is that we just found that in the business world, when you teach it in its raw form, it’s much easier for people to hear it, comprehend it, and, most importantly, apply it in their daily life without us there coaching and so.

Pete Mockaitis
And that’s an interesting point with the deductive-listening approach. Like, on the one hand, we stay focused on the point, what really matters. But, on the other hand, when it comes to deal-making, you could very well be missing opportunities in terms of like, “Oh, that thing that you were just kind of rambling on about actually contained some kernels of stuff that’s useful clues about what really matters to you, or what really frustrates you, or if I could get incorporated in this deal for you, you’d be willing to make a concession elsewhere that is of more benefit to me. And if I were just like laser-focused about what just sort what just washed passed me, I’d miss out on it.”

Ethan Becker
Yeah. In the world of selling, we do a lot of this kind of work with sales professionals. And if you look at traditional selling, it’s been around for a while, the inductive approach is pretty much what’s trained, like, “Don’t tell them the price until you have presented the value proposition,” and it is drilled into people.

Pete Mockaitis
And I guess I haven’t thought about it in these terms but I guess I am super deductive because when I’m talking to a sales person, I guess, I want them to prove that they’ve got the goods. And so, they’re like, “Let me tell you a little bit about the history of our company. So, we were founded in 1974 by a couple who had some frustration with their…” and I was like, “I don’t care at all.” Like, “Show me some compelling data, tests, experiments, case studies, that reveal that you’re the real deal and you can do what you claim to be able to do supremely well such that I can trust that you can do it for me.”

And then I do get frustrated when they don’t do that. And sometimes I even tell them, it’s like, “Hey, heads up, here’s what I find very persuasive.” It’s like I’m giving you a roadmap to selling me, and sometimes it just doesn’t matter at all, they do their scripts.

Ethan Becker
Well, funny you bring that up, if you look at different sales methodologies that are out there, whether it’s Sandler or SPIN, or many of them are challengers, some of these things have been around for a very long time, these sort of older models that were, for the most part, what are they trying to do? They’re trying to teach the salesperson to learn something about the listener, understand their situation, and the problems, and the implications, and then go back and present what they need.

And those who are really skilled at it have very high-quality listening ability, and they’re listening for a lot of different things. Those who are brand-new are reading a script of questions, and people hate them, they want to smack them. But what are they listening for? Does this person need a more inductive or deductive approach? And when that’s not taught, when it is said, “Don’t tell them the price, tell the value,” that’s nice if, in some cases, that may be the case. But, in other cases, oh, my goodness.

It’s not just selling a product, like, let’s say, you’re trying to sell your idea to senior management, and you’re asking for, I don’t know, half a million dollars for your project, and you inductively lead up to that. And if that particular team are deductive, if it’s a deductive group of listeners, here’s what they hear. As you go through your value and the data and all of the details, what they hear is this, “[muffled sounds] half a million dollars.” Like, they missed it. Why? Because in their mind, all they’re thinking is, “What do you want? Where are you going with this?”

Now, that doesn’t mean start out by showing up and saying, “Hey, I need half a million dollars.” Some teams you might, but it means know your listener. The real thing is you can’t get too far on one way or the other.

Pete Mockaitis
Okay. And I’m thinking right now in terms of like best practices and how to kind of, as best as you can, be all things to all people in terms of, hey, we have an executive summary on the handout, and then we go into some of the details, or whatever, or just a little bit of a preview, “I’ve got an exciting investment opportunity I think it can give us 8X ROI that will cost about half a million dollars, and here are some of the details.”

Ethan Becker
Yeah, “What do you want?” and, “What do you want?” And so, from you, I’m going to ask you for approval. I’m going to ask, “What do you want from them?” Sometimes it’s nothing, “I’m just giving you an update.” The main point that you need might be at the beginning, and when we do that, for instance, like what you’re talking about in an executive summary, or when we look at, for instance, structure, there’s a structure that we introduced to the world back in 1964. It was actually ’63. The firm started in 1964, but in 1963, my mom and dad, both were on ABC television and they were interviewed about communication. It was sort of the year they were just starting the company.

And they were asked about this, and they talked about this, what we today we’ve referred to, and in my book, I talk about this, is we refer to it as the four-step outline.

Step number one has three words, “Tell what tell,” is the way we put it. And this is when you tell your listeners what you’re going to be talking about, how long you’ll be talking for, and how many particular topics. This might be your deductive point if it’s a deductive presentation. You might say what you want from them here. If it’s an inductive presentation, you might not. You might save that till later. But “Tell what tell” is when you set the expectation of what’s going to happen.

Step number two, this one kind of get dropped in some places but we still teach it, three words, “Tell why listen.” And this is a brief statement as to why they should listen to this presentation. It’s not necessarily why they should agree with you, or buy what you’re selling, or the why of the idea, or any of that jazz. It’s, “So, you’re going to talk about your department’s update. So, what? Why? Is this a good time for me to check my email? Like, why should I pay attention right now?” And we can talk about that in a bit, but that’s basically what it is; it’s brief commentary, and sometimes you have more than one if you have a group of people. If you got multiple people in the room, you might have to have more than one reason why they’re listening to this.

Step three, “Tell,” that’s the body of your presentation where most of your time is spent. Step four, “Tell what told,” and it’s a summarization, summaries of two parts to them. The first part is you repeat your most important points, not everything, but you go back and what it is those points are. And in some meetings, some business meetings, those points may have evolved over the course of the meeting, but you repeat, you come back, meaning if they’ve turned into discussion. But what are your most important points?

And then the second part is an action statement. What do you want your listeners to do? Now that they know this, do they go somewhere, call somebody? Maybe it’s just a soft action, like to consider or think about, things like that. But that’s it, tell them what you can tell them, tell them what they should listen, tell them what you told them.

And in some talks, we’ll reverse steps one and two, or repeat it, or if it’s a conference talk, or like a TED Talk, we might start out with a story, which is one big fat step number two that leads up to what we’re going to do. But when we look with inductive and deductive, well, that outline could apply either way. It depends who your listeners are.

Pete Mockaitis
And for the telling them why they should listen, you said that’s distinct from why they should buy or do the thing. So, could you give us some examples of statements or articulations of why to listen?

Ethan Becker
Sure. And sometimes they overlap so that’s fine. And when I’m coaching clients, sometimes the reason to buy is also a reason to listen. I just don’t think it’s that as strong.

So, let’s take the example of I’m a product manager and I’m presenting at a national sales meeting to the salesforce. And my job was to go up and do a 20-minute presentation on the new product, and my boss needs me to get the sales team all jazzed up about this because they’re going to be selling it for the next year.

All right, I’ll make this a little harder on me. It’s not even a new product. It’s the same product. We hear this all the time, it’s like, “There’s not even anything new but I still have to get them all excited about it.” So, step one and step two, “All right. Well, thanks, everybody. Over the next 20 minutes, I’m going to be talking to you about the product and all of the changes,” there’s step one.

“This is important because, for those of you who are not familiar with what’s different, this is going to help you feel very confident out in the field, that you know what is and what isn’t different about this so that you don’t accidentally say the wrong thing.” In that example, it’s not profound. This is where we get tripped up. Sometimes people feel like step number two needs to be this profound sale, “This will save your life.” It’s like, well, sure, that is a reason to listen but, in most business meetings, it’s usually something, “Who are your listeners? And why do they care about the particular topic?”

Let say, in that exact same example I just gave, there’s another targeted group, maybe they’re in that same group at the sales meeting, I also have people from finance at the meeting and I want to target them as well. So, it might sound something like this, “So, over the next 20 minutes, I’ll be taking you through the new product and so you can see all of the changes. And for those in sales, this is going to help you understand exactly what is and what isn’t different so that when you’re out in front of your customers, you have all the knowledge you need and you’re not going to look bad in front of them.” You’re not going to look bad in front of them, that’s the reason.

“For those of you in finance, I’m glad you’re here today. While this isn’t specific for you, this is going to give you some very good insight as to why we have been asking for what we have been, and where the money that you’ve been allocating to the team has gone. Okay,” and then they get into it, blah, blah, blah.

Now, I’m making up examples here. When we have real topics, it’s actually you can think about, “Who are these people? Who are my listeners? And why do they care?” And sometimes it’s hard because we’re so close to this, we just assume they know why. If you’re presenting to senior management just an update on your department, “Why?” “Well, because they told me to come,” but you can’t say that. I mean, you could say that but that’s not going to be very helpful. So, you might say, “So, this is going to give you the most up-to-date information on my team,” or something like that.

Sometimes folks will say, “But, Ethan, that sounds obvious.” Yeah. Well, we found in our research on this is that even when the listener knows why the speaker is talking, that when the speaker says it out loud, it just confirms in the back of their mind, “Why I’m here, why I am listening,” even if it’s not about them. They now understand who the speaker is talking to. It’s all part of setting the expectations.

Pete Mockaitis
Well, certainly. And it may seem obvious but that’s one of my top pet peeves when talking about communication because when people use the vocal pause “Obviously,” when it’s not obvious, and me as the recipient, it’s like, “Oh, actually, I didn’t know that but, apparently, it was obvious so I must be an idiot.” So, I just think that’s a great word to purge from one’s vocabulary.

Ethan Becker
I love it. I love it.

Pete Mockaitis
So, one, it may not be so obvious. You may have a different set of assumptions coming in, and you clarify that right up front, which is great, and then folks might reorient and say, “Oh, wait a second. I thought this was about this.” And if they’ve got the right kind of culture, “Hey, actually, I guess I don’t need to be here. Thank you for letting me know up front. I’m going to spend my time on this other thing because I had a different impression.”

Or, they can know that, “Hey, given that we’re moving in a slightly different direction than I had imagined, I’m going to formulate some different questions.” It’s just helpful. And I like the way you said it in terms of, “This is important for you because…” and then the way you arrived there is just by really putting yourself in their shoes in terms of, “I’m a salesperson, why do I care about this? Oh, because if I don’t have the info, I’m going to sound dumb. I may commit to something we can’t deliver, then we’re really going to be in a bigger pickle because we’ve disappointed somebody or we’ve blown a sale that could’ve been saved had we just sort of gotten it right the first time.”

Ethan Becker
Yeah, in that example, in the “Hey, we got to present to the sales team…“ example, this is an important one because sometimes marketing, product marketing, there’s sort of this fear of saying something that could possibly be perceived as negative. And when you look at inductive and deductive, we were sort of joking a little bit that all salespeople are trained to be inductive, right? Yes, as talkers. However, when it is time to listen, what we found in the work that we do is they tend to be deductive when they’re listening.

So, if you’re at a conference, and you’re trying to do a “Tell why listen,” step two, “Tell why listen,” first is you got to say at the beginning of your talk, can’t save it till the end. In general, we have found folks who are in the profession of selling, they tend to care about two things, and if you can tap into one of those, you have their undivided attention. Any guesses on what they are, two things salespeople care about? Listeners right now could think about it, say it out loud in your car.

Pete Mockaitis
I’ll say commissions and delighting their customers.

Ethan Becker
Very, very close. Commissions, yes, it falls into the category of money. Money, how much? And I don’t mean that in a mean-spirited way. There’s nothing wrong with that at all. Look, folks who are in the profession of selling are typically hired with a particular…that’s a desirable thing. There’s nothing wrong with that, “How much will I make?”

So, if I’m at the conference, I’m at the company conference, and you’re talking to me about the same product, or a new product, or a plan, or a program, in my mind, I’m thinking, “How much will I make?” is one, or, “How will this help me get to my number or my goal?” something related to that. Fine. The second one is, “Is what you’re talking about going to make it easier or harder for me to make that number? Are you going to make my world easier or harder?”

There’s a big focus on that because they know the amount of work that they already need to do. And now they’re at the conference, “And if your product is going to make my life easy, you have my eye. I’m excited. If it’s going to be hard, I might not be excited but don’t BS me. Don’t try to tell me that this is wonderful when I can see it’s the exact same product with a different brochure color. Just be up front. I’ll respect you more.”

Because if I’m that rep, I’m out there in the field by myself representing, I need to know what I have to work with, so deductively say that near the beginning. You don’t have to say it in a gloom-and-doom way but just be straight up, “I’ll know how to take it out there. I might be upset about it but that’s a different story.” So, if you can be deductive about it, and you can connect to one of those two things in your step two, you’re going to do really, really well in that kind of a meeting.

Pete Mockaitis
Cool. Thank you.

Ethan Becker
Quite frankly, others, too. If you’re presenting to senior management, you got bad news, you don’t have to pretend it’s not there. They’ll respect you. You don’t have to say, “I have bad news.” No, not like that. But you don’t have to be nervous about it. These are business meetings, and if there’s something that’s not great, you can say it.

Pete Mockaitis
Sure thing. Okay, I like it.

Ethan Becker
I’m going on and on on this stuff.

Pete Mockaitis
Well, you’ve also got a concept called The Four Horsemen of Delivery. So, I’m curious, what are those horsemen and how do we master that?

Ethan Becker
All right. Deductively, they are speed, volume, stress, and inflection. Now these are delivery-specific things. And delivery, is not an effective presentation all by itself. Some folks could argue that it could be.

Pete Mockaitis
I think I’ve seen some keynoters who’ve managed to make a living out of good delivery without a lot of substance.

Ethan Becker
We see it a lot. This is not theater. That’s something I want to be very, very clear about. In fact, you’ll never hear somebody like me use words like rehearse, for instance. It’s a theater term. And in the business world, we ain’t acting.

And when we try to teach it in that way, folks tend to do well in training, but then they get there live and the anxiety can be very high. I think a more helpful way to look at it isn’t so much rehearse and so forth, but practice is a much more accurate term because speech is a behavior just like kicking a ball is a behavior, so we practice. You don’t go to basketball rehearsal. You go to basketball practice so that you can learn how to do things.

And in our delivery, we look at things like speed, and volume, and stressing of words, and inflection changing the word, things like that. These are tools that can help us enhance the intent of any sentence. Together, all of these things, we call it adding color to a word. And this is a technique, many of us do this normally, in our normal natural communication when we’re talking with friends. And the variety in our speech patterns are just there, for many of us.

But when we get into a formal presentation, all of a sudden, the speech pattern is almost identical, things change. So, the Four Horsemen of speed, and volume, and stress, and inflection are four things that you can look at specifically.

Speed is broken into two parts. We have what’s called the rate of speech and the pace of speech. I’ll say it again because you can think about it, for you listeners, your own speaking. Rate is the speed at which we put words together. We speak, on average, at approximately 183 words per minute, is the average rate of speech. If you were to go to a meeting today and start counting words, you’ll get to it, in general American, which is what we speak in the United States. We don’t speak English, we speak American. But, in general American, we speak at approximately 183, a little more, a little less depending on who you are.

If I start talking at a faster rate right now, right now my rate of speech has just increased. I’m probably, I don’t know, maybe more like 213 words per minute right now. That’s rate. Pace is the speed at which we put thoughts together. So, I can actually be a faster talking like this, and as long as I pause every so often, you’ll actually be able to follow and process the things that I’m talking about. But if I start talking at a faster rate like this and I don’t pause for pacing, and I start talking about technical things, and I’m expecting you to understand and follow and process the things that I’m saying, you’re going to be begging for me to just take a breath. That’s just what they are, rate and pace.

And, often, what happens is, in a presentation, as speech coaches, these are coachable things. We listen and hear that. Many people are pretty good with rate, not always. Sometimes you got to learn to slow the rate. but pacing is often off. It’s thought, thought, thought, thought, topic, topic, topic. It just keeps going and it is very difficult for listeners to comprehend.

When we don’t change the speech pattern, the speaker can lull listeners into a trance, literally, which is why, for folks who have been in a presentation, and you just sort of zone a little bit, sometimes that is because the speech pattern just does not vary. Speed is one thing we can look at to do that. The other ones, such as volume, that doesn’t work for everybody. We look at volume or stress or inflection. Volume, volume. Stress, we stretch a word out somehow. Or the inflection, the tone, somehow, we make a change, and that draws attention.

Let me give you an example. If I were to say to you, “Good speech is good business,” every word has about the same stress and same volume and same meaning, so it’s up to you, the listener, to hear the words, process that, and understand my meaning, and for the most part you can do that. That’s actually pretty profound.

As a species, we have figured out how to take thought and then control these articulators here, the vocal folds, or our breathing where sound comes from, and then the articulators, the teeth, the tongue, the lips, things like that, and shape the sound and the noises we make so another human can hear those sounds, decode it, and now they have the same thought that we had. I mean, it’s pretty profound when you think about that. No wonder there’s so much room for miscommunication, misunderstanding.

When I say, “Good speech is good business,” I’m making you work a little harder. A moment ago, I told you we speak at about 183 words per minute. We can think at like 600 words per minute so, therefore, there’s like 400 or so words a minute doing other stuff all the time. Even right now while I’m talking, people can hear me but in the back of their minds, they may be thinking, “Oh, I got to get that email out. He’s a second-generation coach, what is that? Oh, my goodness.” There are all sorts of dialogue happening in our minds while people are talking.

So, when I say, “Good speech is good business,” I am making you use that 400 words a minute to hear the words, decode the words, and understand the meaning. Okay, fine. Fine. Listen to how the meaning changes when I add color, one of the four horsemen, when I add color to one of the words, “Good speech is good business.” I’m going to change a few times. Let me do these three or four times. Listen to how the meaning changes, “Good speech is good business.” “Good speech is good business.” “Good speech is good business.” “Good speech is good business.”

Can you hear how the meanings slightly changes depending on where I’m adding the inflection or stress or changing?

Pete Mockaitis
You know, it’s fun how that works because sometimes I play around with that just for fun in terms of like a given sentence or a joke, and see how it feels different. And I think, as you discussed these principles, the speaker that comes to mind for me is the late Jim Rohn. His voice has such music in it. And I think he’s a master in that it’s like it’s almost too much, but not. And so, I just think it’s a great example of this is what it sounds like when you bring a lot of that color into it in terms of it does feel musical. It’s like I wish I could give a great quote but I actually think about how Jim Rohn might say it, it’s like, “Good speech is good business,” in terms of it’s like, “Ooh, we’ve got a lot of kind of flair on that.”

Ethan Becker
So, interestingly, here’s where sort of like in the world of theater, a director might work with an actor or actress on this, but that’s their profession doing this. So, this is one reason why we’re not big fans of bringing theater ideas into the business world because, in many cases, the folks we’re working with, they don’t have that level of time, understanding, background, history. There are many, many people that we work with who, maybe they are a scientist, for instance, and they were trained, in fact, graded poorly if they added emphasis as they did a report.

A classic example, so we work with a lot of life science companies, as an example. These are companies that maybe they already have their first hundred million dollars, but now they’re looking to raise the next round of funding. They’re looking for 200 million or 300 million, and the senior leadership team are a collection of incredibly smart scientists who have come from the academic space, and they will present, “We have a drug that will cure cancer.” Aristotle would refer to that as a logos approach, a very sort of not a lot of variation in the voice. And in their world, that gives them credibility in the scientific world if they were at a conference, if they were speaking to academics. And if they took a TED Talk-style, forget it. they would be laughed out of the room.

This is why we say, “Don’t just talk like TED in the world of business place. There’s a time and a place for that style as incredibly effective, which is really just the conference style.” But you take that style to like a boardroom, no way. Or, for these scientists, the challenge for them is, “How do I, as a scientist, who was trained to not show any emotion when I am talking about even something that is significant?” They need to learn how to add emphasis in a way that is effective. And we all look different, we sound different, they don’t have to talk like Tony Robbins or something. They don’t have to do that. You don’t have to, to be incredible.

They can take and keep their current style and just learn how to adapt and amend certain words that emphasize the point, and, bam, it will pop. Their listeners will tune right in. And what makes this authentic is they are spending the time, saying, “Whoa, what do I actually mean in any given sentence? What is the point?” But then they got to actually do the practicing of it. Learning it is easy. Practicing it, it’s not hard, you just got to do the work. You just got to do it, that’s all. Anyway, it’s a lot of fun. All this stuff is a lot of fun.

There are other environments where you got to take a different approach but we’re not all the same. We look different, sound different. This is why it ain’t one size fits all. You just can’t do it that way.

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

Ethan Becker
My mom always used to say, “Be sure that your brain is engaged before putting your mouth into gear.”

Pete Mockaitis
And a favorite book?

Ethan Becker
I like Getting to Yes by Fisher and Ury. I like Good to Great, excellent book, Jim Collins. The third one would be, oh, The Gentle Art of Verbal Self-Defense by Suzette Haden. Elgin, she changed her name, but that’s a great one.

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

Ethan Becker
A favorite tool would be taking a time out to practice.

Pete Mockaitis
Okay. And is there a particular nugget you share that really seems to connect and resonate with readers; they tend to quote it back to you frequently?

Ethan Becker
Yeah, getting good at step number two. That’s probably one of the things we get a lot of feedback on. Most folks have not thought about step two, “Tell why listen,” and they will…As you get good at that, the quality of their presentations really change. Not just the quality of the presentation, the attention span of the listener changes significantly when you get good at it and it feels authentic. None of this stuff is like gimmick stuff. This is all real. This is all how you do it.

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

Ethan Becker
Well, you can go to SpeechImprovement.com is the website. You can find me on LinkedIn, Dr. Ethan Becker. We do have an app that’s pretty cool. This is a free app. It’s called Speech Companion that has a great summary of the four-step outline, inductive, deductive, ethos, pathos, logos, with examples of phrases and language. It’s a tool we developed a while back. We actually wrote the code from scratch in-house here, which was a lot of fun to do.

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

Ethan Becker
Yeah, as you’re listening to people, begin to notice how other people are communicating. Do they like their general information up front or at the end? And as you start to do that, you’re going to start to find that’s just one area you’ll be able to connect with them much more effectively.

Pete Mockaitis
Ethan, thank you. This has been a treat. I wish you much luck in all of your communications.

Ethan Becker
Thanks, Pete. I appreciate it.

675: How to Boost Your Brain for Better Happiness & Performance with Eric Karpinski

By | Podcasts | No Comments

 

 

Eric Karpinski reveals why investing in your happiness leads to better performance at work.

You’ll Learn:

  1. The secret to boosting your brain power at work
  2. The one question to jumpstart your happiness habit
  3. How to make stress work for you

About Eric

Eric Karpinski has been on the cutting edge of bringing positive psychology tools to workplaces for over 10 years, with clients that include Intel, Facebook, TIAA, IBM, T-Mobile, Kaiser Permanente, SAP, Deloitte, Eli Lilly, Genentech and many others. 

He is a key member of Shawn Achor’s GoodThink team, and developer of the Orange Frog in-house certification program, where he’s trained more than 100 facilitators to lead positive cultural transformation at their organizations. He was trained as a scientist at Brown University and has an MBA from the Wharton School.

Resources mentioned in the show:

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Eric Karpinski Interview Transcript

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

Eric Karpinski
Pete, I’m super excited. I’ve been listening to a bunch of your podcast. You get in deep and I love listening, so I hope I can step up to the quality of everything else you’ve done.

Pete Mockaitis
Oh, thank you. Well, I have no doubts. But I think the first thing we need to cover is beekeeping. What’s the story here?

Eric Karpinski
So, I wanted to be a beekeeper for years and years. They’re fascinating, fascinating little creatures. And so, yeah, it’s something I’ve been doing the last four or five years, and I learned so much about community and teamwork from them, and you get the occasional sting and you get the occasional jar of honey. It’s perfect balance.

Pete Mockaitis
Now, I imagine having your work product repeatedly robbed from you might be disengaging in terms of happiness at work.

Eric Karpinski
They just keep working. I’ve got this fun device called a Flow Hive, and so it kind of drains part of the honey out without them even noticing. They still get mad at me when I have to do hive inspections and stuff but, obviously, you need to make sure you leave them plenty for the dry summer here in San Diego but, no, they don’t seem to be bothered by that as much they are about me coming in and looking in trying to find the queen.

Pete Mockaitis
Okay. Duly noted. And how about the stings? What’s the story there?

Eric Karpinski
It just happens. I wear a suit. I like to use feral bees, which is I save bees from people’s walls and their gardens and the trees where they don’t want bees. I’ll come and sort of capture them and bring them home. Sometimes you get a little more Africanized genetics, and sometimes that really…they get a little ornery when you start looking in instead of the nice European bees that you can buy and manage really easily, but bees are fun. You take stings with the territory, that’s what part of beekeeping is.

Pete Mockaitis
Okay. And I’m sure this can be a whole podcast episode but I must ask in brief, to what extent is the human species at risk of extinction because of bees not being able to pollinate stuff in the future?

Eric Karpinski
What I love is the Flow Hive that I mentioned. It is making so many people into hobby beekeepers, and for those that are, especially those that are taking local honey, like hives, and local colonies and bringing them, you’re maintaining the genetic diversity of the bees. And so, there’s a huge benefit, so lots of hobbyists, because the commercial ones need to have very predictable bees but the rest of us can just go. We don’t need things really efficient so we can come in and nurture the genetic diversity that I think is really important for countering a lot of the things with the colony collapse issues.

Pete Mockaitis
Okay. Well, good to know. Now, we’re going to talk about happiness.

Eric Karpinski
Let’s talk about happiness. Bees make me happy but there’s more direct ways to do it than having to get your own hive.

Pete Mockaitis
All right. Well, you’ve got a book Put Happiness to Work. Can you tell us, what’s one of the most surprising, counterintuitive discoveries you’ve made along the way about happiness and engagement when you were working on this stuff?

[03:12]

Eric Karpinski
Yeah. So, starting at the top, we spent over a third of our waking hours working, so we should invest in our happiness. In our relationships at work and finding meaning at work, we spend so much time, it makes sense that we actually focus on those things, and the ties between happiness at work. I think one of the biggest things is, over the last 10 years, really understanding how much being happy at work actually ties, and specific types of happiness, really ties to being awesome at your job.

So many people think of happiness as that thing that happens once you get what you want. And the most surprising thing and the most important thing is happiness is the way to get a lot of the other things that you want, the way to success. I spent years working on my own, “Look, if I can be as successful as I can be then I’m going to be happy.”

And so, I worked hard, did all the things except that “work hard and success thing” became this loop of, “Hey, all right, I got a degree from Brown University. Awesome. I got this great job. Great. I got an MBA from Wharton. Awesome. Look at all the success I have. I have this incredible job where I’m doing a venture capital job, and I’ve got all these things.” Well, I kept milking at those success and then I would stress so much about the next level of success, the next promotion, the next raise, the next thing, and I never stepped from that success down to the happiness piece.

And I got stuck in this loop and I ended up stress turned into anxiety, anxiety turned to insomnia and then depression, and I’m supposed to be getting happy by the success and instead I’m driving it into the therapist chair and Paxil, not the path. So, when I found positive psychology research though, I realized you can flip that around. There are so many things we can do right now in our lives and in our work. And, actually, when we’re happier, our brain works better. And there’s specific types of happiness, we can talk about, really helps drive engagement at work and all the positive emotions that come with that.

Pete Mockaitis
Certainly. Well, so I think that’s a huge idea, and I think I first learned this from Shawn Achor and his TED Talk, and I understand you worked with Shawn, which is cool.

Eric Karpinski
Yeah, for almost 10 years we’ve been working together. He’s incredible. He helped shift the world and the boardroom from happiness is one of those little things that you don’t really need to worry about at work to say, “This can be central.” And, obviously, the work is still ongoing in terms of creating that.

Pete Mockaitis
That’s right. Well, we love positive psychology stuff over here and we had his wife, Michelle Gielan, on the show and she was great.

Eric Karpinski
Yeah, she’s awesome.

Pete Mockaitis
So, let’s get into it a little bit. So, what are some of the top things we can do to boost our happiness and engagement at work?

[06:05]

Eric Karpinski
Yeah. If I can take a second to sort of round out sort of the idea behind the book which is there is so much in the positive psychology research, 20 years of positive psychology, neuroscience, organizational psychology research, and I’ve spent 10 years actually implementing that with organizations. And I think 80% of this book is really good for any of us that want to be happier and spread that happiness and be awesome at their jobs. The other 20% is really focused on managers and leaders and how they can help create engagement at work through a specific set of strategies and using positive emotions.

So, with that sort of frame, let’s get into the topics, let’s get into, “How do we apply it?” One of the topics that I think is most important, particularly right now at this moment, as we’re 14 months into the pandemic, so many of us have just lost our ability to socially connect. And maybe we’ve got that ability still with a few people, but we’re out of practice. And as the vaccines get more well-distributed, there are so many opportunities for us to reactivate that and to bring that. And I think that that’s true for our personal lives for sure and I think it’s really true with our work lives.

We’ve gotten so stuck with sort of Zoom fatigue and all these different issues and we just aren’t spending the time. Most of us aren’t spending the time connecting with people as much as we’d like. As Adam Grant says in his recent New York Times article, “We’re all languishing. We’re just sort of sitting in this pause mode, not everybody, but many of us, many more than normal.”

And so, when I think about social connection, and there’s a whole strategy about this about work, and I wanted to bring a couple of the habits that I talk about in the book that I think are really good at retraining us, reopening us to connection, and then helping us actually motivate and start doing things. So, one of them, the first one is a simple one.

Everyone that talks about positive psychology talks about gratitude, and targeting this really for gratitude for others. Sitting down and just spending a couple minutes each day writing down three people that you appreciate in your life and something specific you appreciate about them. So, it can’t just be, “I love my mom because she’s always there for me,” or, “I love my partner because…” something else. Like, not just “Because I love my partner,” but what specifically do you love about your partner or your children?

Like, my son is 16. He’s just got his driver’s license, he’s driving around the world now, but he also is always willing to give me a hug. He’s always wanting to just stop his day and hug me.

Pete Mockaitis
At 16 years old.

Eric Karpinski
Touch being one of my love languages, it’s really huge. So, that’s one of my gratitude that pops up from time to time. And this idea just opens you. And make sure you include one person from work, a work-related person each day. So, that’s one. Another one is something Shawn did on the original research on, we call it conscious acts of kindness message. It’s an email or a text.

[09:16]

When you first get to your phone or you first get to your email, just send one two-line, two-sentence email each day to someone appreciating them, sharing some good news, sending some encouragement, just something that’s kind, something that’s thoughtful. It just takes two minutes.

Pete Mockaitis
I’d love to dig into that a little bit because I’ve heard of that. And so, I like the conscious kindness communication. Is that how you called it?

Eric Karpinski
Yeah, conscious acts of kindness.

Pete Mockaitis
Conscious acts of kinds and its message. And so, that’s broader than only thinking, or sorry, thanking and/or praising. It can have a variety of flavors there, which I like. You’re expanding this for me. So, we can also have encouragement. How about you just give us a few examples of some recent messages you’ve sent out that fall into those categories? It could be thanking, it could be praising, it could be encouraging, it could be any of those.

Eric Karpinski
Sure. Well, I just launched a book so there’s so many people that have helped me and that have encouraged me. Every time I get someone who posts a photo of them with my book, I’ll send them that authentic message of, “I really appreciate that you…it wasn’t just you bought it but you bought it and you’re reading it and you’re sharing with the world that you got it.” So, I sent a couple of those each day just because this is still the time when everyone is still getting the book and sharing it.

Then another good one is my wife helped write the book. She was there. She read it all. She was there to bounce ideas off of, and she’s got a full-time job. She’s a senior executive in a healthcare organization, and she makes the time to do it, so I told her that yesterday. When someone is in person, you can absolutely do it in person. The idea is make sure you do it. And so, the easiest way is to just say, every time you get to your email, every time, when you first get to your phone, send that message. Make it the first thing you do and it’ll happen.

Pete Mockaitis
Okay. I love it. Well, hey, keep them coming. Keep them coming. What else can we do?

Eric Karpinski
Yeah. So, the third one that is really awesome. Some people, it’ll strike as kind of hippy dippy woo-woo except I want to say it’s got total backing from researches at Stanford, from the University of North Carolina. It’s something I call connection meditation.

Connection meditation is really what’s known as a loving kindness meditation. And this evolved along with mindfulness meditation for years, for thousands of years, and what’s awesome is it brings…by the way, all three of these are things that bring happiness to us immediately. It’s not just about creating connection. It’s also about it feels good to do these things. And so, that reinforces sort of the need.

So, to describe it then, if you’re talking about connection meditation, you envision someone that is really easy for you to love. Maybe it’s a wonderful niece or nephew, or a grandparent, maybe it’s your partner if you’re not in some kind of conflict with them or have something that’s kind of dragging you down. But bring someone to mind that you love easily, that love comes easily, and then you just bring them to mind and you send them little wishes, “May you be happy. May you be healthy. May you find peace in your life.”

And while you’re saying those things, just opening yourself to the love and really trying to connect with them and open yourself to those emotions. You do that once or twice. And once you get a good head of steam going, then you bring it to someone else that you love. Maybe this is your partner, or maybe it’s one of your children, or something else, but someone that maybe there’s a little bit of conflict and a little bit of holding back, and you bring the love to them, and you bring the same statements to them.

And then you bring it to someone who’s kind of neutral, someone you don’t know that well. It could be a neighbor, it could be someone at work that you just haven’t spent much time with, or it could be, again, someone who at work that you kind of have a little bit of conflict with but you want to overcome that. And then you bring them to mind and you bring the same wishes to them.

And what’s so cool, Barbara Fredrickson did a lot of research in this space and said, “We feel so good when we do that.” Now, not 100% of the time, not always, but people stick with this connection loving kindness meditation longer than they do mindfulness meditation. She actually did a head-to-head study which was really cool.

Pete Mockaitis
That’s not surprising. Mindfulness meditation is hard.

Eric Karpinski
It is. It is.

Pete Mockaitis
This feels good.

Eric Karpinski
And we feel so…we get so judge-y about, “Oh, I didn’t stick with it. No, now this,” the same stuff we’re not supposed to do when we’re doing mindfulness meditation but, anyway. Then the Stanford group saw increases in empathy, increased desire to actually reach out to others. It’s a great way to just prepare your mind for connection and it feels really good, so that’s one that I really integrate that and mix it up with my mindfulness meditation from time to time, so highly recommend that.

And not a lot of people talk about that, especially in a work context. I haven’t heard anybody else mention this in kind of a work context but it’s really useful to help build those social connections, build your own preparation for social connections. And then I think I’ve got a couple really good ones that can help you connect with others and help create that connection amongst your teams.

Pete Mockaitis
Oh, that’s great. Well, let’s talk about the loving kindness meditation a bit. So, I think it may feel, I don’t know, woo-woo or hippy dippy for some folks. So, when you mentioned science, it’s awesome. So, we talked the boost in empathy, I think that just makes sense. Can you share any particulars associated with the studies, the results, or the numbers?

I mean, I can sort of imagine or extrapolate, like, “Oh, well, if you have an increased in empathy, you’re more likely to be patient with the people that you work with, and much less likely to be overly critical, and improve your working relationship with them such that they like to…they enjoy being with you and you feel more comfortable sharing feedback, positive and negative, which improves performance.” So, I can just imagine how these turns into improved work results. Can you share any hard-hitting stats?

Eric Karpinski
They haven’t done those studies yet. They measured the increased empathy, so I see all the benefits that could happen but I haven’t seen it actually put into practice in an environment where you’re then looking at downstream benefits. So, that’s a study that’s going to be there but, as you say, I can imagine so many of them, and just the ability to…and I actually recommend this for people that don’t feel like they are that caring or that they care that much about connection. And I try to avoid the should. You shouldn’t be picking things that you should do.

Pete Mockaitis
“Don’t be a selfish jerk.”

Eric Karpinski
Right. So, only if it sounds intriguing. We’ll talk about that in a second. But a big thing is to pick these habits by which ones get you, are drawn towards and that bring you energy, you get excited about. But, at the same time, if you know that caring for others is something that can often derail you, it’s a nice practice to try out for a little while and see if you take to it.

Pete Mockaitis
That is cool.

Eric Karpinski
So, anyway. But that increased in empathy and the ability to take someone else’s side. And I remember hearing one of your other podcast, someone was talking about compassion and activated empathy is kind of an important aspect, that you can’t be like, “Oh, yeah, I know what they feel like, and I’m going to utilize it to make myself better.” Like, compassion and action, putting empathy to act is kind of an important step on that. So, it’s not just about increasing that empathy, but then how do we actually then do things for others and help relieve the challenges that they’re facing, or share positive emotions that they’re feeling? Both of them are important.

Pete Mockaitis
That’s cool. And I think about some people who work within a religious or wisdom tradition could very readily integrate this right into their existing prayer or whatever time since a lot of it feels like kind of morning ritual prep, get a great start to the day type stuff here.

Eric Karpinski
Yup, yup, it integrates with so many different prayers and different types of meditation. It’s nice to just slot in if you’ve already got…and anytime you’re doing a habit, if you can lock it next to a habit that you’ve already got. So, if you’re already sitting and doing a little prayer, maybe this fits as an add-on to that.

Pete Mockaitis
All right. What else?

Eric Karpinski
So, let’s talk about when we’re at work and some things we can do because these are habits that we can do individually. One of my favorites that I just learned about because of writing the book, Scott Cabtree is a friend of mine who works, he does happiness talks and things up in the Northwest in Oregon, and he talks about something called a “Pecha Kucha” presentation. Now, the name doesn’t matter. But what it matters is that you ask everyone in the team to collect 10 photos of their life outside of work that they’re willing to share. And you have them put it together in a presentation, and then you ask one person at the weekly meeting to just spend two minutes, because here’s the ticket, you only get 20 seconds per photo, so you can’t tell any kind of long story. You can just mention a couple things.

I’ve done this with several different groups I’ve been with and so when I present it, it’s like all you can say is, “Hey, I’ve lived in these 12 cities,” is one of mine, “I struggled with cancer this year,” and give them a couple facts about that. “I’m a beekeeper.” And those are the things that you show a photo, and you something, you show your family, you show the important people to you too, but then it creates these opportunities. You can’t tell whole stories but it creates all this, “I’ve been curious about beekeeping.” Just like you and I had that conversation at the beginning. Some people are going to be like, “Oh, wow. Don’t you get stung all the time?” and they’re going to come asking me on the side, and that’s going to create a fun conversation even if we didn’t have that connection before.

And, for me, that’s the real thing. We get knowledge about our coworkers and we get a chance to seed some really cool conversations that might create these high-quality connections, these experiences of positivity resonance when we’re like connecting and kid each other.

Pete Mockaitis
Yeah. Well, that’s so cool. And I think about managers or teammates, I mean, that can just be fun to have either in your cubicle or somewhere, a home office as the case may be, on display in terms of, “Okay, that’s Eric…”

Eric Karpinski
Visible in the Zoom window, right?

Pete Mockaitis
“That’s Eric and there are these 10 photos,” and that’s helpful just in terms of just continually reminding yourself because it’s obvious, but we forget it, I think, at the emotional experiential level that, “Oh, this is a human being with needs and values and priorities and concerns outside of work. And, oh, yeah, and here they are right on display visually. Okay, cool.”

Eric Karpinski
Yeah. And I envision that usually in a sort of a PowerPoint kind of setup but to then transfer it over is perfect because then it’s always there, it’d be like, “Wait, there was something I wasn’t curious about.” And once we’re, for people that are in their offices, “Oh, wow, right, beekeeping. I wanted to ask you that question. It’s super cool.”

And you mentioned managers, like one of my favorite habits for a supervisor or manager or someone who’s got direct reports is to start those one-on-one meetings, we all have one-on-one meetings with some of our key people, asking, “What’s one awesome thing someone on your team has done today?” or, “What’s one awesome thing that someone at work has done this week?”

And if you just take a minute or two right at the start of your meeting, and ask that question, and you don’t let them off the hook. Some people will be like, “Oh, I can’t think of anything.” That’s all right. It doesn’t have to be a huge thing. It can be something small. Just think of something and they’ll come up with one.

And then in the next week, or next Tuesday at 2:00 p.m. when you’ve got your weekly standing meeting, you ask the same question. And then, by the third time, they’re coming with…they’re often coming with answers with, “Oh, here, Eric is going to ask this question. Here’s the thing I’m going to say.” And so, it starts to actually train the people that you’re working with to start noticing the good stuff at work and sharing it with you so that you, now as a supervisor, if you’ve got three or four of this every week, you can create a list of all these great things.

And I love to ask them after they tell me, “Have you shared this with them? Have you told them that you thought this?” And they’re like, “No, but I should,” is often the response you’ll get. Sometimes it’s inappropriate. And then I’ll ask, “Would you mind if I mentioned it to them too?” And now you’ve got three things, three incredible benefits.

First, you’re helping them do, essentially, gratitude for people at work practice. They’re starting to learn. And, hopefully, over the course of you doing this consistently, they’re going to start noticing things as they’re working. They’d be like, “Oh, that’s awesome. I’m going to bring that to Eric, and I’m going to tell them right now.”

And then, I, as the supervisor, I get this long list of all these great things that are happening in the team and for the team. And then you’re also starting the conversation off in a positive way. You talked about Michelle Gielan, she talks about those power leads, those happiness questions that you start with. This is a powerful one because it starts the conversation in a positive way that then makes the rest of your agenda much more productive and much more creative and much more flexible in their thinking.

Pete Mockaitis
And then just some good contagious emotional stuff because we’ve got a bit of a natural negativity bias in our thinking to have these things being surfaced again and again and again, just kind of puts you in a better groove in terms of, “You know what, work doesn’t really suck as a matter of fact.”

Eric Karpinski
That’s the hope of all of us. You realize there are so many opportunities for connecting and smiling and laughing. Look, we don’t have to be happy all the time. All we need is, two or three times a day where we just get a nice little pop of positive emotions. And all we’re doing, all these habits are just about planting seeds for that to potentially happen. If we don’t create space for it, it’s not going to happen nearly as often. So, let’s create space. That’s what these habits are for, that’s what these interpersonal sorts of habits do, is create space for potential connection, for potential happiness. That’s the best we can do when we’re going to work, is create space for others to have those experiences and for ourselves.

Pete Mockaitis
Beautiful. Any other key practices?

Eric Karpinski
There’s lots of things that we can do. I don’t want to pooh-pooh the whole idea of doing a picnic or a happy hour. I think those are important but I think the most important thing is that we find ways to integrate it into our day, just like in these one-on-ones, just like in our weekly team meeting, like we have someone do their Pecha Kucha each week till everyone has done one. Finding ways to make it part of our day, make it part of our routine is the key because if we don’t, then if we only rely on the happy hours and the picnics, it’s just not going to happen very often, and then we’re going to continue sort of languishing and not really creating that positive thing.

So, I want to make sure that we do those things. I’m not saying don’t do picnics. I’m just saying make sure you also pick some things that can create those daily and weekly experiences of one another and of happiness.

Pete Mockaitis
Yeah, I think the high frequency makes a world of difference there. Well, let’s talk a little bit about stress here. How do we think about it? How do we use it well?

Eric Karpinski
Yeah. So, there is some really powerful research that’s coming to light and that more people are talking about. But what we know is that most of what we hear about stress is how it’s such a problem, that it’s a problem for our productivity, that it’s a huge problem for our health. And, of course, that’s only been multiplied with all the stress that we have from the pandemic and from COVID.

But the thing is we evolved stress for a reason. When we’re stressed, like our hearts start to beat faster, we also start to breathe faster, our liver releases glucose and fats into the bloodstream. All of this is to help us get ready to act. And recent research has really talked about how we can actually change and put a mindset around stress that can help us actually experience that benefit.

So much of what we think about sort of one stress response is fight or flight. And, actually, there’s a lot more sort of a continuum. There’s what we call the threat response, what researchers call the threat response which is what hear so much about. This is when we initially hear about something that we don’t think we have the resources to respond.

And this response is to really address the issue that’s caused there, and we get this flood of cortisol and it has these negative effects on our performance and on our health. Blood is actually centered away when we have this threat response, away from the evolved parts of the brain so we can’t think clearly and we can’t choose how to react. So, when we’re in this reactive place of avoiding what’s happening and trying to kind of run away or just totally freeze and just forget about it, that’s not good.

And, by the way, we’re also narrowing a lot of the arteries in our whole body that causes the high blood pressure which causes a lot of health problems associated with stress.

The other side of the continuum is something we call the challenge response. The sciences have really understood now this challenge response, and this happens naturally when we see that something difficult is coming but we believe we have the resources to actually address it or at least try to address it and start moving it, moving towards fixing it. And what’s cool here, we still get cortisol and we still get a stress response, but it’s countered by this other stress hormone called DHEA.

And what happens then is actually that combination of the two hormones opens the vascular backup in your brain and in your body. You get access to the full of your brain, so you get access to the prefrontal cortex, which is the home of reason and logic and of choice, and we actually get to choose then how we’ll respond and what we’re going to do. Our hearts are still beating fast but those open vessels drive our blood pressure down, and that’s a much healthier state for us to be experiencing.

Pete Mockaitis
Oh, certainly. Well, challenge response sounds lovely relative to the alternative. So, how do we have more of those?

Eric Karpinski
Yeah. So, I have an acronym called ASPIRE. I’m aspiring to utilize the stress that I feel and so there’s a lot of things. I’ll just hit on a couple. The A of ASPIRE is acknowledge your stress. Notice when you’re stressed and call it out. Now, some of us, we’re so reactive to our stress we don’t even know when we’re in it. And so, there’s work in the book about how do we notice, what are our signal for stress.

And then, “Oh, man, I’m feeling stressed right now,” or, “I’m feeling a little bit of stress right now,” whatever it is. Just by calling it out, we change where we process that stress from the amygdala and the limbic centers of our brain, which are much more primal, to the prefrontal cortex, which is, I said, is a place where once we activated that, we have choice. We can actually decide how to move forward and so it shifts us. Just that alone, acknowledging it can shift us towards the challenge.

The other is S of ASPIRE is shifting your mindset. Simply recognizing that stress can be helpful changes how you respond to it. So, just listening to this podcast, reminding yourself when you’re feeling stressed, “Oh, wait, didn’t Eric say that stress can be good for us?” And they’ve done studies with LinkedIn employees, with investment bankers, with college students at MIT, with high schools, with students preparing for the GREs, again and again, just by teaching a simple, sometimes just a five-minute exercise, reading a couple of articles about how stress can be helpful changes the way that people respond. It moves them to a challenge response.

So, simply remembering this podcast and what we talked about already can change how we respond here.

So, P is purpose. What’s really interesting, and Kelly McGonagal has done a lot of work in this space and shared a lot about this, talks about the stress paradox, that when we are stressed, behind every stress is something that matters to us or we wouldn’t be stressed. We care about the outcome in some way. So, if we can spend the time thinking, “All right, why am I so stressed about this? What’s underneath it? Not that someone said something bad to me but that respect is a value of mine and I don’t feel like they respected me.” Okay. Well, let’s go deeper in that. And what is most important about this?

And if we can find things in that meaning, particular that somebody else, what benefit might there be if we’re successful, to my family, to end users, to patients, to whoever it is? Tapping into the meaning behind why we’re feeling that much stress and just understanding who this is for, what this is for, can help us switch over to the challenge response.

Eric Karpinski
So, I is inventory your resources. When we hear about a stressor, we do this lightning quick, so fast we can’t even have conscious thoughts response, “Oh, my God, I can’t do it. I’m overwhelmed. There’s no way it’s going to happen,” and it throws us into the threat response. If when we notice that, we can just pause, take a breath, step back a little bit, be like, “Okay, this is big. This is going to be hard. But what resources do we have? What strengths can I bring into this? What experiences, when have I had something like this before, and what happened? What skills do I have?”

“Who’s in this with me? Who’s the team that’s going to help us do this? What skills and experiences and knowledge do they have? And can we reach out beyond just our team? Like, who else in the organization has seen this? Or, can we bring in some outside expertise for people that have dealt with this? Is there technology that might be able to address this problem?”

And just by categorizing and inventorying the things that we have, it often brings us into that sort of natural challenge response, like, “Oh, there’s more here than I thought. Maybe we can do it.” And it starts to bring you, it activates you into bringing energy towards the problem rather than stepping away. And then the final one is, the RE is reach out to others.

There’s Shelley Taylor at UCLA has done all this work about the tend and befriend response to stress. A lot of people, when they first feel stress, they want to bake cookies for others, they want to bring them into the office, and they want to reach out to others and just connect and help others. Obviously, you can’t, you’re stressed about your own work, you can’t spend hours and hours helping others. But if there’s some five-minute favors in your inbox, someone asked you for a reference to somebody, or someone asked you for a quick advice, go and do that. And then when you come back, it feeds your courage and your hope to sort of address your own challenges. It helps you move, again, into that challenge response.

So, these are the four. I’ve got a whole worksheet on my website at PutHappinessToWork.com/resources, I’ve got a worksheet that people can just download and it’s great to do when you’re feeling stressed or when you’re doing your planning for the day or the week. Just bring that out and everything that you know is going to stress you, run through the ASPIRE toolset real quick, “How can I shift my mindset? What’s the purpose and the meaning behind this? Let me inventory my resources.” Whichever one works for you, try them out, experiment with it, and then see how you respond and how your stress changes.

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

Eric Karpinski
Yeah, one of the other things I think that is a fun one to do, two of the chapters really need some introspection before you can get value out of them. One of them is really about strengths. And the thing that we need to do there, there’s lots of great strengths assessments. I love CliftonStrengths. It’s a great place to start. The University of Michigan talks about your best self, and you ask 10 people that know you really well for stories of you at your best, and then you harvest that for the things that you’re good at.

But then the important thing that you have to do personally is then think, “Which of these strengths actually energize me when I do them? Which ones give me energy?” And then prioritize those strengths that came out of the assessment, whatever. Feel free to add ones. Like, one of my strengths was, for years, analytical. I’m really good at taking datasets and pulling it out and figuring out what the answer is, but I hate it. It drains me of energy now. I used to love it but now it drains me so I knocked that one off the list and I looked for something else to pop into that top five, and then prioritized those by how much energy they give you when you do them.

And once you’ve got that list, now there’s lots of things you can do with your work, like how you view your work, “How am I actually using this strength that I didn’t even know? Or, what are some things that I can take on that will allow me to use these strengths more?” And that’s magical. That’ll really get you. That provides the energy that really helps us be happier and more engaged all at once.

Pete Mockaitis
Beautiful. Well, thank you. Now, can you share with us a favorite study?

Eric Karpinski
Yeah. So, Harvard Business School, this goes back to the stress stuff I talked about. She did this study where she had a group of students that were going to have to do a last-minute public speaking opportunity. They were going to be recorded and they were going to be evaluated by their peers. And she told one group to say, “I’m calm. I’m calm. I try to calm down this stress and this anxiety. Try to counter it.” So many people think that that’s the right thing to do.

But the other group, she said, “Hey, just tell yourself you’re excited. Yeah, your heart is beating fast, you’re breathing faster. This is excitement, getting ready for it.” And the objective evaluation of that study were incredible, how much better the “I’m excited group” performed. They were more confident, they made their points better, they were fully understood, versus the “I’m calm” group which is kind of going against their biology. They physiology was going, “Ahh, I’m getting up here,” and they’re trying to say, “Calm down. Calm down. I need to calm down,” instead of the excited it goes with what’s happening with the physiology.

And so, that one thing. When you’ve got like an explicit event that’s happening, like you’ve got a difficult conversation coming up, or you’re doing a presentation, or you’ve got something that you’re worried about, hey, when you feel that stress, this is, “I’m excited. I’m excited about this. This is going to help me.” Just that one little switch can change you into that challenge response. So, that’s my favorite.

Pete Mockaitis
Cool. And how about a favorite tool?

Eric Karpinski
I’m going to go back to the connection meditation, that habit is something that I do regularly, and I want to reinforce that that’s something worth trying even if it sounds a little weird to listeners.

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

Eric Karpinski
So, PutHappinessToWork.com, all one word, is the book website. And so, learn about the book and it’s got all the purchase links there too when you’re ready to buy it. And then my full website is at EricKarpinski.com. And Eric is with a C at the end, and Karpinski starts with a K, K-A-R-P-I-N-S-K-I.com.

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

Eric Karpinski
Pick one thing and do it now. If there was something, I like to refer to this, when I do talks and when I do podcasts and in the book itself, I like to refer to it as an action buffet. There are literally dozens of tools and ideas in there. Don’t wait till you can do multiple of them. As soon as you find one that sounds interesting, take a little helping. Try it out for a day or two, or a week, never just one day, never just one time. You always got to try it two or three times. And any time you do something new, it’s going to be a little awkward and weird. But after three or four times, hey, if it doesn’t take, that’s okay. Go back to the list and pick something else.

But if it does take, now figure how do you really take a full helping, how do you integrate into your day, how do you make a habit of it. Number one is move to action. Stop just reading, stop just listening, and actually pick one thing. And it only has to be a couple minutes a day but do something, move to action.

Pete Mockaitis
All right. Eric, this has been a treat. Thanks so much. I wish you much happiness at work.

Eric Karpinski
Thank you so much. This was fun. Yeah, I appreciate it. This was really good. It was really energizing to talk to you and I love your questions. So, thanks for that.

674: Nailing Your Interview, Resume, and Negotiation FAST with Steve Dalton

By | Podcasts | No Comments

 

 

Steve Dalton says: "The hard part of the job search isn't getting your resume right. It's getting your resume seen"

Steve Dalton breaks down the most efficient path to landing your dream career.

You’ll Learn:

  1. How to answer the dreaded “Tell me about yourself” question 
  2. Just how much time and effort you should put into your resume
  3. The simple trick to negotiating a better job offer 

 

About Steve

Steve Dalton is a senior career consultant and program director for Duke University’s full-time MBA program. He holds his own MBA from the same institution and a chemical engineering degree from Case Western Reserve. 

Steve is also the founder of Contact2Colleague, a corporate training firm that helps organizations increase retention, drive sales, and develop internal expertise by teaching their employees to proactively and systematically build better professional relationships. 

Resources mentioned in the show:

Thank you, sponsors!

Steve Dalton Interview Transcript

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

Steve Dalton
It is great to be back.

Pete Mockaitis
Well, I’m so glad to have you. And I realized one thing that I neglected to mention last time and ask about was you have done, is this true, 87 Escape Rooms?

Steve Dalton
It is. It is true. Absolutely. I traveled around a bunch to talk about my books and it’s a great way to meet people in whatever city you’re going to, and to just have a really interesting time, find a good part of town.

Pete Mockaitis
Yeah, that’s cool. I’ve had some really fun adventures and memories there. And so, do you have a favorite room or company?

Steve Dalton
I really got my start with Escape Rooms in Nashville, and so my heart goes out to The Escape Game. I’ve done almost all of their games, and Gold Rush is my absolute favorite. So, all my friends out at The Escape Game, thank you so much for the wonderful times. You’re my favorite. All-time favorite out of all 87.

Pete Mockaitis
That’s where I went in Chicago again and again, and each time was a blast whether it’s with all people I know or a blend. I’ve had it fun both ways.

Steve Dalton
I think I’ve accidentally joined a team girls birthday party in the past, and it still was an excellent time. But it’s really random and incredibly fun.

Pete Mockaitis
That’s cool. That’s cool. Well, we’re not talking about Escape Games. We’re talking about your latest The Job Closer: Time-Saving Techniques for Acing Resumes, Interviews, Negotiations, and More. So, could you maybe distinguish between this book and your previous that we talked about last time for us?

Steve Dalton
Absolutely. So, last time we talked about The 2-Hour Job Search which provided an extended recipe for the squishy middle of the job search. And by squishy middle, I mean that period after you figure out what you want to do, but before you get into that first interview because that’s where people seem to get stuck most frequently. With the The Job Closer, my follow-up book, it gives similar style recipes. It’s more in a cookbook style for all the steps that precede that and follow that. So, it skips over network and networking and focuses on choosing what you want to do, getting your resume together, getting a cover letter drafted on the frontend, and how to interview well, and negotiate, and get off to the best possible start on the backend of the process.

Pete Mockaitis
That’s great. And recipe is the word. That interview, it’s really memorable for me. If you haven’t checked it out, and if you are seeking interviews to appear in your life, like I’ve never seen a more clear, prescriptive, detailed, like, “This is roughly the word count you’re shooting for. This is when you follow up.” It was excellent. So, no pressure, Steve, but I want more of that from you.

Steve Dalton
It only took me nine years to write a follow-up book so I’ve had plenty of time to think about it and I’m really excited to have these concepts out of my head and onto paper finally so other people can discuss them and give them a test themselves.

Pete Mockaitis
Cool. Well, I’m tempted to dig, to jump right into the particulars. But, maybe, if you can kick us off with an inspiring story who used some of these approaches and had some transformative results?

Steve Dalton
Honestly, I see this on a daily basis during my busy season and on a weekly basis, but it’s every time I see somebody embrace the FIT model for answering “Tell me about yourself.” I think, historically, we’ve all been bludgeoned with this concept of selling yourself. And what I’ll see is my job seekers will come in to do a mock interview, and you’ll ask them, “Tell me about yourself,” and you’ll have been talking, you’ll warm up any interview with a small talk, the, “How is your day going so far?” “How is your day going so far?” “Where are you from?” “Oh, I was up watching the basketball game. Did you catch it?”

And then they’ll say, “Tell me about yourself” signaling the interview is about to start, and people will go from that fun person who has hobbies directly into a robot who is like, “Okay, I’ve got the next two minutes memorized completely word for word,” and it’s very jarring when it goes from, “Here are the three reasons why you should hire me.” It’s all the goodwill and rapport that you’ve built during the first three minutes of small talk is suddenly wiped out. Like, “Now, I’m uncomfortable. You’re a completely different person.” And that’s how I see so many of my job seekers that I start to work with.

But when they embrace this FIT model, which is FIT. F is for your favorite part, I is for the insight that you gained, and T is for the transition you made. It’s just a pattern, a lather-rinse-repeat pattern that you take through each stage of your career. So, “My favorite part about being a chemical engineer was breaking difficult problems down in smaller pieces, but the insight that I had was that I wanted to apply that rigorous logic to a wider variety of challenges, so upon graduation, I made the transition to strategy consulting.”

So, the nice thing about that is it’s completely authentic. You’re just saying what your favorite part was. The funny thing about saying the word favorite though, it’s so powerful because I can give you three statements, only one is true. Can you guess which one? “I really enjoy cleaning the toilet.” “I’m passionate about cleaning the toilet.” “My favorite chore is cleaning the toilet.” Only one of those is true. Which one is it?

Pete Mockaitis
Well, I guess it’s the favorite because among the less competitive arena of chores. And if you’ve got some of those tools, it’s actually quite satisfying. It’s called the pumice, I think. Boy, you really scrape that stuff off. I’m in an Escape Room game, we’re getting shoutouts already.

Steve Dalton
For me, it is absolutely my favorite chore because minimal time investment, maximum impact of cleanliness. But to say I enjoy cleaning the toilet, that’s a lie. To say I’m passionate about cleaning the toilet, that’s definitely a lie. So, I can say something is my favorite, have it be an absolutely true statement so it’s authentic, deliver a neutral energy which is accurate, and not lose the goodwill of my interviewer who thinks I’m lying to them.

But I see so many people, it’s actually a safer statement than saying that you’re passionate about something, to say that something is your favorite and you don’t laundry list that way so it focuses attention. But when I see people, like the light switch goes off and they actually try FIT, and for each promotion that they’ve had through their career, each stage of their life, they go from this memorized robot into a person who’s just helping you catch up on their life like you would help a long-lost uncle you never knew you had catch up on your life. Being authentic and real and meaningful, and seeing that light bulb go off never gets old for me.

Pete Mockaitis
And so, that FIT model sounds perfect for “Tell me about yourself” because you’re telling them about yourself and in a professional context and “Why are we here?” which is kind of sometimes the subtext really of “Tell me about yourself.” So, is that FIT model primarily for that question or for a broader array of questions?

Steve Dalton
It’s to a job seeker’s advantage to treat “Tell me about yourself” or “Walk me through your resume” in identical fashion. I consider those to be identical simply because the job seeker, you want to provide novel content. And where people go wrong with “Tell me about yourself” or “Walk me through your resume” is they do what I call the transcript where they basically read their resume out loud to you.

Pete Mockaitis
“I know that. I read this.”

Steve Dalton
Yeah, it doesn’t add value. You’re just saying these words out loud that they’ve hopefully already glanced at, but probably haven’t. Either way, it’s not interesting. It doesn’t help me get to know you any better. The why, why you did what you did, why you made the career change when you made that. That’s not in your resume. That’s far more interesting. It makes you a stickier candidate in terms of memorability.

So, getting away from what you did and more into why you did what you did, that’s really helpful. The nice thing about favorite is it’s a great humble-brag. If you say something is your favorite, you’re going to get credit for being good at it. If you say you did it a bunch, you don’t get credit at it the same way from an interviewer.

Pete Mockaitis
Right. And it really is true. As I think about my own transition from strategy consulting to, I guess, podcasting is that my favorite part of strategy consulting really was making a discovery in terms of it’s like my heart would start thumping. It’s like, “Okay, we finally got all the data. We got it all cleaned. I’m about to push the button that pastes it into the chart, which will reveal ‘What is the primary reason for customer loss?’ or whatever the question is.”

Like, I would get fired up, like an adrenaline rush in that moment before discovery. And then I could say, “Oh, it’s really fun to dig in.” And so, as a podcaster, it’s like I get to do that in rapid fire. It’s just like new guests, new questions, new discoveries. I didn’t have to spend three weeks cleaning the data before I got there.

Steve Dalton
Cleaning data. Your energy for it is palpable though. I absolutely 100% believe you. And that’s so critical, is maintaining that authenticity and trust with your interviewer because so much of interviewing is back-solving, “Do I like this person or not?” and then finding the data that justifies why I do or don’t like you. So, keeping their goodwill is huge. So, “Tell me about yourself” to me is like a spoon when every other interview question is like a fork. It serves to transition you away from small talk into the content of your interviewer. So, it’s a general transition question away from chitchat to sell yourself. It’s a nice easy introduction to you making an argument for yourself.

Pete Mockaitis
That’s cool. Okay. Well, we jumped right into the “Tell me about yourself” question. Maybe let’s rewind a bit to let’s hear resumes.

Steve Dalton
Oh, my gosh.

Pete Mockaitis
How do we think about them? How much time should we put into the resume, and the cover letter? And let’s just start from square one.

Steve Dalton
If you’ve read the book, you’re familiar with Ed’s 3-hour rule and I can’t stress this enough. It’s so neat and tidy. So, Ed’s 3-hour rule is this, and this is after my boss, Ed Bernier, he says that, “Assume your job search is going to take you a hundred hours of time. Don’t spend any more than three of them on your resume. Any more is too much. Any less is probably not enough,” but it signals how unimportant in the grand scheme your resume is. People so badly want to believe that if they put in enough work on their resume, they may not have to do this networking thing, which is really what I wrote The Job Closer to do, to help people get back to the more meaningful activity, which is networking as quickly as possible.

But Ed’s 3-hour rule, basically, in three hours, you can get to what I call good resume status, error-free and have some accomplishments. Basically, bullet points that serve as a cheat sheet for your interview. These are the stories you’re prepared to tell because they are your greatest hits. And if it’s intuitive to you, you can add results and quantify them. But if not, error-free is going to be okay.

The Ladders did a study where they found that, on average, hiring managers were spending six seconds per resume. They hook their eyes up to eye-tracking software, and the shocking thing was when they looked at what these hiring managers were looking at, they found what they were looking at were where you went to school, where you worked, what your job titles were, what your dates of employment were.

The unifying theme between all those items, they are things you can’t change but that’s not the stuff that people stress about when they do their resumes. They stress over the bullet points, they need a wordsmith, “Should it be managed or supervised?”, and that doesn’t really matter. They only spend 1.2 seconds, on average, reading all of your bullet points combined. So, really focusing on getting it error-free and objectively correct is going to be good enough for most job seekers most of the time and save you hours and hours of anguish, and hundreds, if not thousands, of dollars of hiring coaches to disagree on what a perfect resume looks like.

Pete Mockaitis
Okay. Certainly. So, let’s just say we’re spending three hours there, and so that’s enough to collect the facts and make it true and accurate and error-free. Anything else we should be doing with those three hours in particular for our focus?

Steve Dalton
I think the best way to look at it, again, is as these greatest hits or a cheat sheet for your interview. In your interview, you’ll be asked a lot of what I call behavioral interview questions, which tend to begin with “Tell me about a time when you did something, led a team, failed, collaborated with others.” And you’ll need to have a two-minute story, a CAR story, for challenge-action-results. There are a few different formulations of that. I like CAR, it’s the simplest one.

So, each of these bullet points should represent one of those CAR stories, those two-minutes stories you’re ready to tell that demonstrate why you were better at the job than the person who had that job before you were. It’s not about listing responsibilities. It’s about talking, it’s about highlighting what you did with those responsibilities, and why it was uniquely good. That’s really the bright way. You’re going to have to do that before an interview anyway, come up with those stories.

My recommendation for maximum efficiency is think of those stories while you’re writing your resume so it is a cheat sheet for you. You don’t have to do double work. If you make special bullet points just for your resume, usually people list out their responsibilities, “I’m responsible for…” is a giveaway sign that it’s a terrible bullet point that anyone else who had that job could list, so it’s not a differentiator.

But you’re going to have to go back and think of those two-minute stories later. If you just put responsibilities in your resume, might as well get that work done upfront. Think about those kernels of experience, that one week, or that one month, where you did something excellent, and that should be your bullet point, not your overall responsibilities.

Pete Mockaitis
Okay. Well, that’s the resume. And cover letters, do they matter? And how should we do them?

Steve Dalton
Oh, cover letters sometimes matter a lot and they sometimes don’t matter at all, and you never know for whom they matter. So, my recommendation is acquire that skill, learn to write them well, that way you don’t have to worry about what a particular employer considers their importance. So, the technique that I recommend for this one is called RAC, for reason-anecdote-connection. It’s the same technique I actually recommend for answering the why questions that you’ll get in your interview, “Why do you want to work for our company? Why do you want this role? Why do you want to work in our sector?”

That same technique can be ported over to a cover letter because, ultimately, that why question is, “Why should we interview you?” So, the best way to treat that cover letter is to keep it short. So, I demonstrate that it can be done easily and under 300 words. What they’re looking for is a candidate that is authentic, specific, and informed. So, you can quickly convey that with this RAC model.

You have an introductory paragraph about the role you’re applying for, any referrals that you might have from current employees, and then you say, “I think I’d make a great candidate for the following three reasons.” Then you list reason number one. You cite a personal anecdote. It could be an experience you had, a conversation that you had with a current employee, an article that you read, something personal that can’t be used by any other person that’s applying. So, unique to you is always authentic and meaningful to you, that’s what counts.

But then, to finish that bullet point, connect it back to why the company should care. So, a lot of people will say, “I’m a great communicator. Here’s an example of when I communicated well,” as their reason. But then to connect it back to the employer, “This communication ability will help me quickly align my cross-functional teams towards a common goal to get my work done on time and effectively.” So, you’re demonstrating, “Okay, I understand this role. It involves managing cross-functional teams.” So, that’s where you get that informed piece.

A lot of people will forget that connection piece, connecting it back to why the employer should care. So, demonstrate an understanding. It’s a missed opportunity if you don’t do that, and you’ve done some networking and you actually understand what the role is. But the idea is we want to keep these minimalist, 300 words. So, know what each sentence is trying to accomplish. If you are repeating a sentence, or you don’t know where it’s headed, it can probably be cut. But I love cover letters. Personally, it gives me a preview of what this person will be, what getting an update email will be like if I hire this person. Are they going to tell me what I need to know or are they going to tell me all the work they took to get there? And I’d much rather the first option and not the second.

Pete Mockaitis
Certainly. Okay. Well, so then you mentioned that much of the heart of it is networking, and we talked a lot about that last time. Is there more that we should talk about here and now?

Steve Dalton
I think, in the book, one of the topics that I cover is the weekly manager meeting. So, this is after you get the job, you’re just starting out, or maybe you’ve gotten an internship because a lot of my students are looking for internships. I think people think that the networking stops. And, in reality, the networking is what gets you the full-time offer, or it’s what gets you promoted at the head of your class, so the networking shouldn’t stop. And the first person whose allegiance you need is your manager. You need to give them the tools required to advocate for you at promotion time. You need to let them know that you’ve taken their feedback, you’ve made progress this past week, and here’s what you’re going to be working on in the coming week so that you don’t make any mistakes or you don’t have misaligned priorities.

So, the networking never really stops. It’s just a matter of keeping people’s trust in you. So, the weekly manager meeting is just a simple format when you meet your manager. Walk them through the updates you have since your last meeting, so key accomplishments that you’ve hit, any progress that you’ve made, and then give them in order, your top priorities for the coming week, and list out any additional priorities that you have that you aren’t going to get to this week so they know they’re still captured.

And then, my assistant, Dave Soloway, he highlighted this wonderful piece, ask some questions that help you deepen your understanding of the role, or maybe the help of how to handle a tricky situation at work, or maybe just different approaches that you’ve identified for tackling a problem to get your manager’s feedback on which they think the best approach is.

Asking for mentorship is an incredibly likable behavior, when you want people to give you advice, it’s back to that Ben Franklin effect. You can build a relationship more quickly if you’ll allow people to help you multiple times instead of if you try to repay favors. And the weekly manager meeting is just a different spin on the networking that we focused on so deeply last time.

Pete Mockaitis
And so then, I think part of it is then is making sure that you get that weekly manager meeting and that it appears that it’s on the calendar and it doesn’t get pushed, pushed, pushed. So, any pro tips there?

Steve Dalton
Absolutely. And I’ll see this a lot with my interns because, often, it’ll be new managers that take them on for the summer, so they aren’t getting necessarily great managers and you still are responsible for making that relationship work. If they’re going to go on vacation, ask them to pair you with a peer manager to kind of help you in the ensuing week so you can at least broaden your network. My intern manager, when I was in business school, he actually left the company shortly after I finished my internship, so he’s kind of looking for his way out and I still had to find a way to get enough people to say my name in that room when they made decisions on who got offers at the end of the summer.

Thankfully it worked out, but it’s terrifying when you think that your manager knows what you’re working on and is engaged. And if they are canceling your weekly manager meetings, that’s a reason to sit them down, ask them, “Are these meetings too frequent? Would you like to meet less frequently? Is there another way I can keep in touch, keep you up to date on what I’m working on?” but, really, you want to start broadening your network outside of just your immediate manager so you’re not beholden to a single person to advocate for you when you can’t be ever be certain that anyone will.

Pete Mockaitis
Yeah, that makes a lot of great sense. So, then any pro tips on how to have those conversations with other folks within the organization?

Steve Dalton
Absolutely. That ties back to one of the topics we discussed last time called the tiara framework. So, setting up coffee chats and getting to know them. These are going to be a little bit more personal, whereas tiara framework informational meetings were a bit more rigorous and methodical. These will be a little bit more casual. But invite people who are peers to your manager. Let your manager knows you’re going to meet some other people in the organization, you’ll get their blessing. That way, they won’t think you’re doing anything weird. You’re just trying to learn more about your role in the group and the broader team.

And then extend that to any other people that you meet whose work impresses you or whose work you find interesting. Not everybody will take you up on your offer and that’s totally fine, but the people who do take you up on the offer will appreciate your proactivity. It’s just so hard to demonize someone that you’ve shared a meal with or you’ve shared a coffee with. It’s hard to kind of not look out for that person who humanize yourself in their eyes. You learn from them. You use that time not to sell yourself but to extract as much knowledge out of them as you can while also establishing that rapport.

But the only thing you need to do, really, is loop your manager in that you’re going to be setting up coffee chats for other people. Usually, they’ll be happy to hear that because it’ll only make you smarter at your job.

Pete Mockaitis
That’s cool. All right. Well, let’s talk about interviews then. We’ve hit the first question nicely, “Tell me about yourself,” and we’ve got a bit of a framework with the CAR, the challenge, the action, and the results. So, can you share with us, are there some nuances, extra tips, or key questions that you could demonstrate this in action?

Steve Dalton
I mentioned that the same template that I use for cover letters is the one that I recommend for answering “Why this company?” So, let’s jump into that one because I call a subset of questions the big four. Those are “Tell me about yourself” or “Walk me through your resume,” same question in my opinion. They’ll only ask you one or the other.

That usually comes first in most interviews. It’s usually followed immediately by, “Why do you want to work for us?” or, “Why do you want this particular role?” The other flavor of that that you might receive is “Why do you want to work in consulting?” or, “Why do you find the autonomous vehicle space interesting?” So, “Why this sector?” is the fourth question of the big four.

You can use the same RAC model for any of those three variances of the why question. And where I see it helps people is, typically when I am interviewing job seekers and I’ll ask them, “Why do you want to work for this company that you’re about to interview with?” one of the reasons they’ll invariably bring up will be, “You’re the market leader in blank, and everybody looks up to you. You’re the most well-regarded company,” and they’ll just kind of restate that point three or four different ways, and then move on to their next point without actually saying anything of value, and without actually helping me understand, like, “What do I get out of this?” I’m, as the company and the ultimate customer in the room, so is this a win-win? It sounds like it’s just really good for you, the job seeker.

So, the way that I would recommend attacking this would be have a reason, “You are market leadership position.” So, now we need an anecdote to substantiate why that’s a true statement or why it’s meaningful. So, for me, it might be, “I’ve worked at a variety of companies from tiny startups to larger Fortune 100 organizations. And I found, when I was working at larger Fortune 100 organizations, I loved taking advantage of their infrastructure for professional development, for mentorship, for programming to help me to get to know my start class so I could just deepen my bonds with the organization easily. I thrive when there’s infrastructure provided so I could bring this appreciation of all the great world-class infrastructure that you have for developing excellent people to your organization, meaning that I’ll grow faster and add value to your organization more quickly.”

So, taking that kind of clichéd point of, “You’re the market leader,” which tends not to lead anywhere, and if you’re going to use a point like that that could be perceived as cliché, add an anecdote to it, “My best work has come when I have the resources of a large company,” connect it back to why it’s a win-win, “This means I’ll get up to speed faster and grow more quickly.”

Pete Mockaitis
And maybe, as you’ve done your research, that you’ve got something even more compelling than, “You’re the market leader,” because being a market leader tends to correlate with a lot of other good things in terms of if you’re growing, then you’re exploring new cool opportunities, or you’re innovating, or just fill in the blank. There’s profit available to fund great things as opposed to we’re pinching every penny.

Steve Dalton
Exactly right. I think another kind of sibling answer I’ll hear a lot is, “It’s the people. Your people are amazing,” but then that never gets developed, “Who specifically did you talk to?” or that’s such a clichéd point. If you’re going to say a clichéd point like that, put it into the words of someone specific, “I was talking to Rachel Franklin, and she mentioned that she worked for a lot of companies who called themselves family but, at your company, she actually believed it. That was the first time she actually felt that family vibe. That really resonated with me because I’ve had the pleasure of working with an organization where we weren’t focused on our individual goals. We’re focused more on the company’s overall goals. We’re in it together. So, this will allow me to more quickly develop the trust with my cross-functional teammates or my immediate work team so that I can be integrated more quickly.”

As long as you make an attempt to frame it as a win-win instead of just why it’s good for you, and demonstrate that you’ve done a little research, you know who Rachel Franklin is, you’ve chatted with her, it differentiates the serious candidates from the ones who just prepped for this at 11:00 p.m. last night.

Pete Mockaitis
That’s cool. Okay. Well, any other thoughts then on the interview? It seems like we’ve kind of got that covered?

Steve Dalton
If I could add one more, the CAR matrix. A lot of people really like the CAR matrix. So, where the CAR matrix is on the Y-axis, on the vertical, you list all the stories that you’re prepared to tell in the interview, and on the X-axis, the horizontal, you list all of the questions that you expect to be asked or the genres of questions that you expect to be asked, and you match up which stories would apply to which questions. You’ll have some favorite stories that you want to tell, so just knowing what variance of popular interview questions you can use your favorite stories for, helps you deploy them in the most effective way because a lot of interviews aren’t longer than 30 or 45 minutes. It’s really important to get your best stories out there as quickly as you can, having a strategy.

Pete Mockaitis
Well, yeah, that’s wise because you want to share your greatest hits, and sometimes they ask questions that aren’t quite a bullseye. It’s like a politician in a debate. They’re not answering the question that’s posted. They’re answering what they want to. And as an interviewer, when I hear that, it’s off-putting. So, yeah, having that prep stage right there is useful in that you’re not making too much of a stretch at any point but you’re still getting to share your greatest hits.

Steve Dalton
Absolutely right. Just a little bit of planning because most often you’re going to tell the same three to five stories in every interview because they’re just your best stories, and that’s absolutely desirable. But you want to make sure that you have a story ready for, “What’s your biggest weakness?” or a story ready for, “Have you ever faced an ethical dilemma?” And sometimes those are stories you only use when you get that particular question. But having the matrix in front of you really helps you identify any blind spots you may have of questions that you don’t really have a story that you’re comfortable so that you can develop one.

Pete Mockaitis
And so then, are there any particular variance you’d recommend for particular questions or is that challenge-action-results kind of the way to go for just about all of them?

Steve Dalton
Yeah, that’s a great question. So, I actually recommend for different formulas of questions, you will sometimes add a component to the start of the CAR story, or sometimes at the end. Sometimes you’ll get the question of, “Tell me about a time where you failed.” So, this is weird because they’re asking you to talk negatively about yourself, at least that’s what the question states. What they really want to see is, “How did you become a better candidate as a result of a setback?”

So, a lot of novice job seekers will focus for two minutes on the failure and, in reality, we want to bury that failure at the beginning of your story so that we can talk about something that’s more flattering or appealing to you. So, I recommend converting your CAR story into a scar story or as a setback, “So, early in my career, I did not verify my data before I started working on a project, and I realized that the data was faulty, so I lost weeks of work and had to deliver my product late. Thankfully, I learned from this occasion on my next project.” And now you’ve transitioned to a positive CAR story about where you analyze data effectively or handle data effectively.

You’re not getting paid a premium or they’re not concerned whether or not to hire you based on how great your mistakes were but how you developed from them.

Pete Mockaitis
It’s like, “Wow, that was very impressive how much you blew it.”

Steve Dalton
Right, yeah.

Pete Mockaitis
“My hats off to you, sir.”

Steve Dalton
“You get the job, yes.” And, similarly, on the backend, sometimes you’ll be asked a superlative question you may not know how to answer, like, “What’s your best accomplishment? What’s your biggest weakness, especially?” So, you may want to add a T at the end, so a scar-t, or a cart story, where you end with a takeaway.

I like these for superlative questions, “What’s your proudest accomplishment?” because it allows you to put a bow on your story. Maybe you talk about the marathon that you ran, or the patented product that you invented, but at the end you can say, you include a takeaway which just finishes on a nice note, “The reason this is my favorite accomplishment is because…” and that revisits, as you said, the questions they asked in the first place.

So, even if you’re not sure if the story truly answered their question, you can find a nugget. You had a minute and 45 seconds to refresh your memory on that story. Find a little nugget in that story that applies directly to the question they stated, and you can add a takeaway at the end. Like, it rewords their question and states how your story is applicable, or it just highlights, “Here’s the reason why this is such a superlative experience for me.”

Pete Mockaitis
Okay. Well, now let’s talk about negotiation.

Steve Dalton
Oh, absolutely.

Pete Mockaitis
Well, first of all, should we negotiate or is that rude?

Steve Dalton
Absolutely. If I hire 10 people and only one of them tries to negotiate, that person is getting my most important project. If I can’t trust a new hire to advocate for themselves, I certainly can’t trust them to advocate on behalf of the company because it’s going to be awkward. Some people find that deeply awkward. I have to hope that the person who advocates for themselves is going to be best able to handle the negotiation on behalf of the company as well. So, absolutely, yes.

There’s a great research study I’ve just dug up that shows that when you accept the first offer you receive, you make the person who extended the offer doubt whether it was a decent offer so they feel like a sucker, “Maybe I overpaid you,” or, “Why did I do that?”

Pete Mockaitis
That’s true.

Steve Dalton
So, negotiation actually helps reassure them that they’ve made an appropriate offer so it makes both parties happier. A lot of people don’t realize that by negotiating, you’re actually making yourself and your counterpart feel better about the decision to hire you.

Pete Mockaitis
Yeah, I guess that’s true. Like, if they say, “Hey, this job pays 120 grand.” You say, “Awesome!” They’d say, “Wait, maybe I should’ve…”

Steve Dalton
Yeah, “Oh, I feel dumb. Oh, gosh.”

Pete Mockaitis
Yeah, that’s cool. Although, I will say that, I guess as the employer, I feel great that I’ve pleased people but I guess it’s something about my personality, in terms of, “Oh, cool. I’m so glad that you feel gratitude and appreciation.” But then, also, it makes me think, “Although I probably could’ve gotten away with paying you less.”

Steve Dalton
Absolutely. It’s terrifying. Nobody likes to think they’ve been taken. And, yeah, you think you’re trying to be, like, “I want to minimize conflict and minimize waves by accepting whatever they give me. I don’t want to take that 0.5% chance that they’ll rescind the offer.”

Pete Mockaitis
Well, has that ever happened in the history of mankind? I don’t know. Maybe somewhere but I don’t know.

Steve Dalton
It is kind of an urban legend more than it is a reality. Typically, when I hear about it in reality, the very rare case where I hear about it in reality, there were extenuating circumstances. It was the negotiation was presented in a very unprofessional way. It’s typically the most common reason you would hear that. So, as long as you’re not…

Pete Mockaitis
“Steve, you’re going to have to pony up a heck of a lot more cash for me to even…”

Steve Dalton
“This offer is ridiculous.” Yeah, that’s where I hear that urban legend come to life. It’s something generally pretty deeply inappropriate. But if you’re just asking, and so I tee something called the pre-negotiation call in The Job Closer. I’m kind of amazed nobody else has kind of come up with the concept or named it, but it’s made life so much easier for my job seekers at Duke. Basically, don’t negotiate in your first call to talk about the offer. The pre-negotiation call is a non-negotiation call.

It’s a free information gathering call for you if you’ve just received an offer. And it consists solely of you going line by line through the offer asking this question over and over, “Do you have any flexibility around blank, salary?” “Do you have any flexibility around signing bonus?” “Do you have any flexibility around vacation time?” And if they say no, that means no. If they say, “Ah, we don’t have that much,” that means yes. So, make a note as you go through line by line on the offer where there’s apparent flexibility.

When they’re hiring a big star class, you often see a lot of reservation about negotiating starting salary but there won’t be that same reservation for vacation time or relocation bonuses, or those other non-salary-based assets. But the nice thing about this is when you actually, “Okay, thank you so much for this information. This is very helpful. I’m going to take the weekend to reflect and we can chat next week about the offer after I’ve had a chance to process everything.” And, now, you can negotiate on only the items that you know are in play so that you don’t run into that brick wall of trying to negotiate on salary when this company can’t negotiate on salary with you. That helps you kind of take the awkwardness of hitting a brick wall out of the equation and you can focus on a more productive conversation.

Pete Mockaitis
Yeah, that’s good. And maybe in that same conversation, it could be interesting to ask about all the benefits not listed just to kind of make…because, I don’t know, if I’m in that position, they say, “Oh, do you do this, do you do this, do you do this,” and sometimes the answer is, “Oh, I actually didn’t quite think about that,” such that I kind of feel like I should have that in there. And the fact that I didn’t makes me think, well, maybe we can add that, like, “Okay, that’s not a big deal to have…” I don’t know, fill in the blank, a relocation stipend. But I hadn’t considered that and they brought it up.

But then if they say, “Oh, no, you’re bringing up lots of good things that maybe should have been in the offer that are not, and I’m saying probably no to all of them. I feel a little bit of a tug like I should probably make a concession elsewhere if I keep stiff-arming no, no, no, no on all these pretty reasonable requests that are found in many other offers.”

Steve Dalton
Yes. So, one of the books that I took great inspiration from was Getting to Yes for writing the negotiation piece. It was the first negotiation book I’d read and it’s considered a classic in the genre. It really focuses around principles-based negotiation or basically to share your motivation, don’t hide it. Have a because is how I refer to it in shorthand. So, don’t just ask for more money. Ask for more money because you’ve created a budget, you’re looking to path your educational debt with a certain number of years. This will really help you accomplish that with more certainty. Or ask for a larger signing bonus because you’re looking to really lay down roots to make this a long-term commitment so this would help you to put a down payment on a house.

But, as long as you bring them into that bigger factor, and then they may say, “We can’t give you a bigger signing bonus but what we can do is cover your closing costs or we can cost-share your first down payment or something like that. We can loan you money at zero interest.” Like, there are ways they can help you that you won’t know to ask for, but if you bring them into that deeper concern, they become your partner in solving this problem of, “How can I make buying a house when I first move there more attainable?”

That’s much more attackable than, “I want $25,000 more,” without backing it up with any sort of underlying desire or need or data. If you don’t have a comp to show, “Actually, it looks like people from top schools are making this range. It looks like people at top companies, your competitors, are making this range. Could you meet me at that range instead of the lower range that you offered?” So, it’s important to either have some data however applicable as long it’s favorable to your case but then have reasons why. Have a because for everything that you plan on asking for, how is this point going to unlock a win-win.

Pete Mockaitis
Okay. Well, any other choice tips or phrases that you love in negotiation?

Steve Dalton
“Can you help me? Can you help me do this?” I think that’s a very unthreatening way to ask for more. Like, “Can you help me close this gap on our salary difference?” Again, it constantly frames your negotiating partner as a partner, you’re on the same team so it engages them creatively instead of getting focused on position, positional bargaining, which is, “I want this number. You’re saying that number. How do we save face and not hate each other in the process?”

Pete Mockaitis
Yeah. And I’m really thinking back to what you said with regard to if only one negotiates, that’s the one you’re going to entrust with a big project because I think that really reframes the whole thing. Like, negotiation is not rude or inappropriate or ungrateful, but rather it is a further demonstration of what you’re going to be bringing to the table. And not only might you be hurting yourself financially, because you don’t ask, you could be hurting yourself professionally because of the impressions that sends.

And I don’t think, yeah, I keep thinking about the urban legend, I just don’t think that the fear is real and it might just be like, “No, hey, seriously. Compensation is standardized across all of North America.” It’s like, “Okay. Well, I asked, and you answered, and I guess that’s it. And maybe there’s a couple little areas that we can go after, but I’m not going to ask about the sunny bonus, or the salary, or the 401(k) match, or the target year-end bonus, because I guess it’s standardized across North America. But here’s a couple exceptional situations, and we can go there instead.”

Steve Dalton
And you still won even if you asked and get shut down 100% across the board. You still tried. You still advocated for yourself so that makes me more confident that you’ll advocate for the company. So, it’s a brand preservation, it’s a brand protection measure, and that’s a certain loss if you don’t negotiate or at least even attempt. That’s a certain ding on your reputation that you didn’t even try to advocate for yourself. Whereas, this urban legend, “I’m afraid of the offer getting rescinded,” that is an uncertain very, very rare occasion that usually has extenuating circumstances around it. So, make the less common mistake is always my guidance.

Pete Mockaitis
Well, Steve, any final things you want to share before we hear about a couple more of your favorite things?

Steve Dalton
No, what’s up next?

Pete Mockaitis
Okay, sure. Can you give us favorite quote?

Steve Dalton
I am going to give a shoutout to my late mother, Dorothy Dalton. She has one of my all-time favorite quotes, and I found myself, while I was writing The Job Closer, saying it more and more. Her quote, and I don’t know where she got this, this is it, “The difference between a good meal and a bad meal is about an hour.”

I just love that quote because sometimes you have the right technique but you’re not in the right mental space for it. You just need to get a little bit hungrier. And so, I liken The Job Closer to a cookbook a lot, and so having that quote in mind, “The difference between a good meal and a bad meal is about an hour,” is just very top of mind right now. I will always treasure that bit of wisdom from her.

Pete Mockaitis
That’s good. Okay, it took me a second. It’s an hour of extra hunger as opposed to an hour of cook prep time.

Steve Dalton
Yeah, that’s a thinker. It’s a thinker, yeah.

Pete Mockaitis
I’m with you now, Steve. And a favorite study or experiment or bit of research?

Steve Dalton
I talk about this one in the book too. There is a study by Frieder, Van Iddekinge, and Raymark about how quickly decisions are made in interviews that I’ve just been all about lately. So, they showed that 5% of decisions are made within the first minute which is crazy. That’s just small talk and first impressions. They showed that 30% of decisions have been made in the first five minutes. So, I talk about the importance of small talk and especially “Tell me about yourself,” 30% of decisions are made based on small talk and maybe “Tell me about yourself.”

They further say that 60% of interview decisions are made within the first 15 minutes, and what’s covered there, small talk, plus “Tell me about yourself,” plus the remaining questions of the big four, the why questions. So, I think so many people go into their resume or their interview worried about their CAR stories when they should really be worrying about getting those big four to be super compelling because over half of decisions are made then. Only 18% of decisions are made after the 15 minutes in the interview, and the balance, the remaining 22%, are made after the interview is over.

So, don’t stress about the CAR stories as much. I try to make it as easy as possible to kind of make them memorable for you but, really, if you’re going to worry about anything, worry about the big four. That study is amazing.

Pete Mockaitis
And a favorite book?

Steve Dalton
I’m loving Unwinding Anxiety by Jud Brewer right now. It’s brand new. It just came out a couple months ago. He does a lot of research on habit formation, breaking bad habits, essentially, whether it’s substances or any other kind of detrimental behavior. But he really marries it with mindfulness and he does it in such a simple applied way.

I reduce anxiety for a living, that’s how I view my role. I take away people’s anxiety around this job search. Don’t take on yourself the stress of curating job search tips. Let me give you the first draft. Follow it, try it this way first, and don’t indulge the decision anxiety. But I still struggle with anxiety myself, so it’s really helped me kind of break those patterns, those habits of bringing irrational anxiety upon myself, and then blaming myself for indulging that feeling. So, can’t recommend it highly enough to anyone else out there who’s feeling anxiety about their job search or any other topic.

Pete Mockaitis
And a favorite tool?

Steve Dalton
My favorite tool is, honestly, it’s the concept of the least bad option. So, in The Job Closer there are some controversial stuff, I mean, I disagree with the concept of selling yourself, which may be jarring to a lot of the listeners out there right now because, “How can something I’ve heard so many times possibly be false?” So, everything that I put forth in The Job Closer is about the least bad option. Maybe it’s not a great option but it is the least bad option available so it’s going to be better than the other ones that are out there even though nothing is great.

Really embracing the concept of the least bad option, trying the recipe, and then seeing if you can improve that recipe after you’ve tried it, the original way the first time, or seeking out a different approach that will be better than the one that you’re currently employing, that’s really just a mindset that helps guide people through a rather unpleasant activity.

Pete Mockaitis
And a favorite habit?

Steve Dalton
Honestly, my favorite habit is asking for directions before you’re lost. I’ve done this all my life. I’ve seen so many people get into fights over not wanting to ask for directions, and I’ve always gone the other route. Whenever I sense I’m about to get lost, I don’t want to have any ego on this. Let me pull over and ask for directions, that way there’s no personal stress on the line there.

So, when you’re feeling like you’re spinning your wheels, you’re not getting a great return on effort, don’t allow yourself to get too dug in. Instead, just seek out an expert, seek out a recipe that you trust. Ask for directions before you get lost because it’s so much harder to do after.

Pete Mockaitis
And is there a key nugget – that kind of sounds like it right there, I mean – that you share that is frequently quoted back to you?

Steve Dalton
One that I’ve gotten a lot of traction with lately, “The hard part isn’t getting your resume right. The hard part of the job search isn’t getting your resume right. It’s getting your resume seen.” And that takes networking effort, and networking effort is scary, but don’t be scared of it. It’s like being scared of playing the violin. If you’ve never played the violin before, it’s not scary. You just haven’t been trained. You haven’t practiced. It’s going to sound terrible the first time you try it, but you can get better at it quickly. So, don’t worry about hyper-engineering your resume because it’s not how you get interviews.

For every one person who’s hired through an online job posting application, we talked about the New York Fed study the last time, the Brown, Setren, and Topa one, 12 people are hired through internal referrals. So, get internal referrals, that’s the modern challenge of the job search. And everybody’s on equal playing field. We’re all terrible at asking strangers for help, for their advocacy. So, the quicker you learn this brand-new skill, the better off you’ll be.

Even those people who come in and you think they have perfect networks for this, very rarely are they exactly relevant. And if they are relevant, great, they have an advantage, but that’s a small minority of people. Most people don’t. Embrace networking earlier because the hard part isn’t getting your resume right, it’s getting it seen.

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

Steve Dalton
The fastest way on Twitter @Dalton_Steve. You can also find me at TheJobCloser.com for the new book. And the place that I’m most active is “The 2-Hour Job Search – Q&A Forum” LinkedIn group. So, if you’re active on LinkedIn, look up the LinkedIn group “The 2-Hour Job Search – Q&A Forum” and you’ll find me there. There’s about 7,000 of us currently. I’m on there several times a week answering questions, trading ideas. It’s a good time so please join me.

Pete Mockaitis
Beautiful. Well, Steve, this has been a treat. I wish you much luck, and your students as well, as they’re closing bunches of jobs.

Steve Dalton
Thank you so much for having me back. It’s a pleasure as always.

673: Maximizing Wellbeing at Work with Gallup’s Dr. Jim Harter

By | Podcasts | One Comment

 

 

Dr. Jim Harter says, "70% of the variance in team engagement is influenced by the manager."

Dr. Jim Harter shares the key practices that improve wellbeing at work.

You’ll Learn:

  1. The five key ingredients to a thriving work life
  2. Top tips for developing each area of wellbeing
  3. What most organizations get wrong about wellbeing

About Jim

Jim Harter, Ph.D., is Chief Scientist for Gallup’s workplace management and wellbeing practices. He is coauthor of the No. 1 Wall Street Journal and Washington Post bestseller, It’s the Manager. He is also the coauthor of the New York Times bestseller 12: The Elements of Great Managing.

Dr. Harter’s book, the New York Times and Wall Street Journal bestseller, Wellbeing: The Five Essential Elements, is based on a global study of what differentiates people who are thriving from those who are not. His research is featured in First, Break All the Rules, and he contributed the foreword to Gallup’s updated edition of this groundbreaking bestseller.

Dr. Harter is the primary researcher and author of the first large-scale, multi-organization study to investigate the relationships between work-unit employee engagement and business results. His work has appeared in many publications, including Harvard Business Review, The New York Times, The Wall Street Journal, Fast Company and Time Magazine, and in academic articles and book chapters.

Dr. Harter received his doctorate in psychological and cultural studies in quantitative and qualitative methods from the University of Nebraska-Lincoln (UNL).

Resources mentioned in the show:

Thank you, sponsors!

Dr. Jim Harter Interview Transcript

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

Jim Harter
Thanks for having me, Pete.

Pete Mockaitis
Well, I’m excited to dig into much of your wisdom and research. I understand that your latest here has involved a hundred million plus people. What’s the story here?

Jim Harter
Well, we’ve had a chance to study workplaces all over the world for quite some time, to study individual strengths of people in the workplace. We’ve developed various tools for selecting people into the right jobs, and we’ve studied workplace environments extensively both inside organizations. So, think about thousands of organizations conducting census surveys and mapping the data down to the team level so that managers get a report on how they’re building a culture.

Then, also, we do polls of the entire globe, the only real-world poll of the entire globe, on issues like how engaged people are in their work, their wellbeing, how they think about their lives, and how they experience their days. And so, those accumulated interviews with people add up to actually, a hundred million is pretty conservative.

Pete Mockaitis
And that’s interviews not survey responses. Interviews. That’s just huge. Hotdog! Well, while we’re here, I’ve got say the Gallup Engagement Research has been cited so many times by the hundreds of guests on the show that it’s just sort of an institution almost. And so, I’d love it if you could maybe, for everyone who’s wondering, how do we bucket it in terms of putting a person into the engaged, not engaged, and actively disengaged categories? How do we arrive there?

Jim Harter
Well, we started off by studying which elements of human nature at work predict performance outcomes and conducted very large-scale studies looking at which particular survey items predict not only how people feel about their jobs overall but also performance outcomes like productivity, whether they’re likely to stay or leave an organization; profitability, were their customers are getting served the right kind of way; safety incidents; absenteeism. We’d looked at all these kinds of outcomes and we found that there were 12 elements that best explain what a great workplace culture looks like.

And so, we had questions we tested over and over again. And so, there are 12 elements that go into that formula that we apply to get at the percentage of engaged, not engaged, actively disengaged. And the percentage that we come up with is really a high bar. If you look at our global data, only about 20% of people are engaged globally. And, in the US. we’re talking about 36% as of the end of 2020. The good news is those numbers have been going up.

And when we study organizations, we have seen them move from less than 20% engaged all the way up to over 70%. I say it’s a high bar because the criteria is performance. There’s a lot of organizations out there using other metrics like combining, on a one-to-five scale, the fours and fives together, and coming up with a percentage of favorable, oftentimes calling that engaged. That’s a pretty soft metric. That’s more like a satisfaction metric than a high bar kind of metric.

The reason for the high bar though, again, is it gets you to a real culture when you improve on it and it gets you to real performance outcomes when you improve on it.

Pete Mockaitis
So, it’s a high bar in terms of the robustness of the study. Is it also a high bar in terms of like the, I don’t know, strictness of the grading on the 12 questions? Or how do you think about that?

Jim Harter
Yeah, it is, because we looked at how each of those questions relate to performance outcomes. And so, if you think about like a on one-to-five scale, there’s a big difference between someone. I’ll give you an example of the question, “I know what is expected of me at work.” Only about half of the people globally can strongly agree to that. That means the other half are at least somewhat confused at what they’re supposed to do. Think about the problems that creates in the work environment when people just don’t know what to do next. That’s why managing is so important.

But a difference between a four and a five is very significant, and so we lean more toward people given those more…those strongly agree kinds of responses. It doesn’t mean that they have to strongly agree to every question, of course. But it’s a formula we apply based on how that scale relates to different performance outcomes. So, yeah, it’s a higher bar in terms of how we’ve determined, you can call them cutoffs, to determine whether you’re engaged or not, but there’s a reason. And the reason is it really gets an authentic culture when organizations improve on it. It gets into a very authentic culture where a leader can feel like they’ve got something reliable that they’ve built.

And it’s been particularly important to see this play out during crises. We’ve studied this research. We’ve conducted ten meta analyses now of how engagement predicts performance outcomes. But we’ve had a chance to study the relationship between engagement and performance during two previous recessions and now this one. And we find the correlation between engagement and performance is a little bit stronger during tough times.

And so, think of it as like an insurance policy, when the going gets tough, are your people going to get into more of a fight or flight mentality or are they going to be resilient and have your back because you’ve had their back?

Pete Mockaitis
Well, thank you. I’ve wanted to know that for a long, long time. I’ve seen the 12 questions, I’ve heard the 36% figure many times, and now we know that the 36% is a high bar. But I think it’s also a true bar in terms of if you just talked to your buddies, maybe a little over a third will say, “Yeah, I’m engaged. I dig it.” And others are like, “Yeah, it’s okay, I guess.”

Jim Harter
And there’s a big chunk in the middle there where they’re just kind of if they get a better opportunity, they’ll take it with another organization. They show up, do the minimum required, not much else, but they’re not the people who really are going to be resilient during tough times and surpass the competition with innovative ideas during the good times.

Pete Mockaitis
Yeah. And it’s encouraging that some workplaces have indeed gotten to 70% and that feels true as well in terms of if you talked to some folks at some amazing places, it’s like, “Yeah, the vast majority of people really are digging this here.” So, thank you. That was just an appetizer, an amuse-bouche to our main topic today. Wellbeing at Work is your latest. Kind of what’s the big idea here and some of the most intriguing discoveries from these many millions of interviews?

Jim Harter
Well, we wrote a wellbeing book back in 2010, and that one, we leveraged the global discoveries from that world poll I was talking about earlier. And the question we asked for that book was, and all the research we did leading up to it, was, “Are there some universal characteristics in people or elements that drive wellbeing in terms of people having a thriving overall life and experiencing really good days?

Well, we know that every region in the world is somewhat different culturally but we found there are five elements that were universal and consistently predicted thriving lives and great days for people where they had high interests, high enjoyment, lower levels of stress, worry, anger, or sadness, all those negative emotions we can list off.

And the five that we found, that writing was directed at individuals, “How do we help individuals live more thriving lives?” And the five are career wellbeing, social wellbeing, financial wellbeing, physical wellbeing, and community wellbeing. And they’re in an order for a purpose. This particular book, we decided to aim it at organizational leaders and managers, primarily because we see an issue right now where most organizations don’t have what we’d call a net thriving culture, where employees not only their work life in terms of their engagement, but also their overall life is either struggling or suffering.

And we saw this play out during the pandemic, in particular, where we saw drops in the percentage of thriving employees, in spikes in worry and stress in our global data. We’re seeing a continuous rise globally in the percentage of people that have negative emotions. And even before this pandemic, Pete, we were trending on what the new workforce was looking for. And one of the things the new workforce was looking for was a workplace that improves their overall life. It isn’t just a job. The separation between work and life had already started to fade away primarily because we carry these devices around with us that connect us to our work more often, maybe sometimes than we like, and sometimes we can connect with the work when we want to in our spare time.

But people in the younger generations, you can think about Millennial and Gen Z, expect their workplace to improve their lives. And all these trends that we saw pre-pandemic just got magnified. The number one perk people were asking for, pre-pandemic, was flex time. Boom! We had the great shift and a high percentage of people had that flex time. And there’s all kinds of things I can get into in terms of we trended a lot of data during COVID and continue to, so there’s a lot underneath that as well.

Pete Mockaitis
Well, that’s interesting right there. I mean, hey, so we got our flex time but my hunch is that we’re not so much feeling a whole lot of wellbeing during pandemic times.

Jim Harter
Yes. It’s interesting. Pre-pandemic, the people who worked from home 100% of the time, and, by the way, that was only about 4% of the population who were 100% worked from home, and suddenly that jumped up to 48% full-time work from home after the great shift that we call it. And 70% of people in jobs, at least some of the time, and most of those some of the times were most of the time working from home. But the interesting thing was pre-pandemic, those people who worked from home 100% of the time, that 4%, they had lower levels of reported burnout.

During the pandemic, the 100% work-from-homers actually had higher levels of burnout than the others. So, there’s something there. As I talked to organizations, almost all of them that had a lot of work-from-home folks during COVID or continue to, are planning on some type of a hybrid type option going forward.

The good news there is the hybrid employees, pre-pandemic, were the ones that had the highest levels of engagement at work. So, there’s a factor inside engagement around autonomy that’s really important. And great managers find ways to build autonomy into jobs and, at the same time, get involved with people in setting goals and holding them accountable but still have autonomy and connectedness with them.

So, the solution part of all this really does sit not exclusively but highly with managers because they’re in the best position to know what people are going through and get close enough to people to know their individual situation.

Pete Mockaitis
And so then, what are some of the key practices that contribute to teams and organizations becoming net thriving?

Jim Harter
At the organizational level, there are some, I think, really important foundational things you have to get right. I’ll come back to this later if you want me to, but there are some threats and some risks, there are barriers to organizations having a net thriving culture that if you don’t take care of those, you’re going to have some issues.

But one of the things is that it’s really important for organizations to think about those five elements of wellbeing that we listed. They’re all science-based. We know we can rely on them. If we work on those and improve them, we can make a big difference in people’s lives, and they’re all changeable to some extent. They’re areas everybody can work on.

But I would argue, the organizations need an organizational structure so that everything that they’re offering employees, they are aligning with at least one of those five elements or more so it makes sense to people, so people know why it exists and why it was developed by the organization. Too often, people might have programs, policies, perks that are offered by an organization, they either are unaware of it, or they don’t know why it exists, or just doesn’t come top of mind to them until there’s a crisis or something. So, the organizational structure is important.

It’s also important that the CEO is highly involved in building a net thriving culture. The reason for that is anytime we look at culture change, it’s owned from the top of the organization, not just stated but actually owned and an important value that the organization holds close. And we’re going to see more and more of that, I think, going forward with all the pressure on ESG, the Environmental, Social and Governance standards that are kind of finally coming to a head, I think, in terms of some more official standards. And at Gallup, we’ve been working on the people component of that, the social part you could say.

I think another thing that’s really important from a practice standpoint is to equip managers to move from a boss mentality to a coaching mentality, and equip them to have the right kinds of wellbeing conversations that don’t feel forced but rather are more natural. So, for them to have those natural conversations, there’s a progression that has to happen in terms of how they become upskilled.

I think, also, what organizations can do is develop a network of wellbeing coaches. And what I mean by that are people who’ve become experts in particular areas and gather best practices and share best practices. Part of that is peer to peer, I think, is really important. In the wellbeing space, people learn a lot from their peers because, “These are people like me. They’re not somebody who’s making a lot more money or whatever,” trying to tell them how to have higher wellbeing. It doesn’t have as high a credibility for them.

So, “Learning from people like me and getting ideas from people like me,” but collecting best practices and having some experts internally. An example would be there’s so much information out there about nutrition. You can look all over the place and you see little tiny studies that say something, and in the next month they say something else. I think organizations need someone who integrates the best science and teaches it back to employees so they know what they can rely on.

And then the other thing, I think, is important from a practice standpoint is to go through an audit how you’re doing things right now, your rules, your guidelines, how you communicate, your facilities, your incentive systems, how you recognize people, the different events and developmental opportunities you have available. Those can all be audited through the lens of, “Does this improve an individual wellbeing?” You can do it statistically, you can do it qualitatively, but just to go through and hold yourself accountable for everything that you’re doing right now and whether it’s really one utilized into, related to higher levels of wellbeing for people.

So, you can go to that level of detail on this but most organizations just want to start somewhere. And to start somewhere, you need to get some good measures in place and you need to see where you have variance, where you have some highs and lows, and start digging into what’s going on, and study some best practices inside your own organization. But, above all, equip your managers to have the right kinds of conversations to move on that boss to coach journey.

Pete Mockaitis
All right. Well, when we think about some of the particular practices that the coaches are learning and sharing, could you maybe give us one or two inside each of the five elements of wellbeing that really make a world of difference for a relatively small amount of effort?

Jim Harter
Well, we’ll just go down the list. Career wellbeing, probably the simplest and most efficient practice you can get really good at is through strengths. So, Gallup has a tool. It’s called CliftonStrengths and it’s a scientific assessment that will list off your strengths, your 34 strengths and there’s all kinds of combinations that anybody could get, but the key is to understand what your strengths are individually.

And when I’m talking about strengths, I’m talking about innate kind of characteristic that are not likely to change significantly once we become adults. We still change and evolve but they’re less likely to change and evolve than something like how we view our workplace or skills. It’s more innate. So, leveraging your own strengths, knowing about them, and leveraging them. It just leads for more efficient activities inside organizations where people don’t try to be something that they’re not and they develop through who they are in unique ways.

So, that’s probably the most direct one on career wellbeing. When people are using their strengths, we’d measure these in the moment, they report much higher levels of energy when they can do what they do best. So, continually figuring that out and refining it, but that tool I’ve mentioned can give people a big head start there.

Social wellbeing, it starts with onboarding, I think, in organizations. We have to make it a priority during onboarding where people get to know other people right away. And I think that became a challenge for organizations that were doing onboarding during COVID. There wasn’t a lot of hiring going on but, going forward, I think organizations are going to have to have strategies for how they do that because the advantage on the social wellbeing front is there for people who already knew each other in working from home and remotely. That’s not difficult to connect on Zoom and to have conversations if you already know somebody and have worked with them for a long time, but it’s really the newer people where I think there’s a big gap there that needs to be filled.

But social wellbeing, we have a question we ask on our engagement survey called…it’s worded “I have a best friend at work.” It’s kind of controversial because not everybody thinks that that’s important in the workplace but it links to all kinds of outcomes so we kept it in there. That’s a social wellbeing component. And people ask me, “How do you change that? How do you effect that?” I would argue it’s the easiest of the engagement elements to act on because it requires creating situations where people have a chance to get to know one another and kind of getting out of the way and letting human nature take over. We’re human beings. We’re social. We tend to connect naturally if we know something about someone else. So, it’s not one you have to try to force or anything like that, but just a couple of thoughts there on social.

On financial, the financial wellbeing is about two things if we’re going to boil it down. It’s about reducing stress. It can be related to money, of course, but it’s not completely about the amount of money you make. It’s also about how you manage that money to reduce stress, daily stress, and increase longer-term security.

Pete Mockaitis
Okay. How should I be spending my money to do that?

Jim Harter
Well, one thing is we have so much automation now, we don’t have to think about paying bills as much anymore, which helps a lot to reduce stress.

Pete Mockaitis
Well, when I have to write a check and I’m kind of irritated.

Jim Harter
Yeah, it is the activity of writing that check. So, automation can help. The other thing is once you take care of your basic needs, reduce stress, spending money on experiences, we’ve seen, other people seen, and the academic literature, spending on experiences less.

You develop stories, the stories might even evolve that you had during those experiences but they live on. Whereas, the physical purchases, while they’re nice for a short period of time, it kind of fades a bit. We’ve all kind of experienced that. But spending money on the right kinds of things so you’re building those stories and experiences with people, I think, is a really kind of creative way of prioritizing the extra money that you might blow on something else. So, I think that money management is a big factor, of course, but then kind of aiming it at, “How do I create more really good experiences with other people with the money?” Sometimes it’s your own individual experience but, in many cases, it’s experiences with other people.

Physical wellbeing. You might immediately think of physical wellbeing as disease burden or the lack of disease burden, and that’s certainly a part of it. Imagine your life in such a way where you reduce that. That became so apparent during COVID where the people who had less disease burden or just more resilient to the virus. And so, we had some of our researchers develop a model around that and it’s amazingly accurate at predicting mortality rates.

Pete Mockaitis
Now, when you say disease burden, does that just mean I have a lot of diseases or how do we think about that?

Jim Harter
Well, it can range anywhere from obesity to heart disease, to preexisting condition, cancer. Hypertension, so even depression anxiety falls into disease burden but those are more psychological. But the point we try to make about physical wellbeing is that the end goal should be…because some of our disease burden, we can’t do anything about, it’s genetic, right?

So, the goal under the physical wellbeing umbrella should be that we manage our life, in whatever situation we’re in, to increase energy so that we can get things done that we want to get done. And the things that we can influence involve what we eat, involve the quality of sleep that we get, and the movement, our movement. We call this exercise now. The people that we studied, George Gallup did a study of, he called them the oldsters but they lived to be 95 plus. And one thing that they had in common was that they kept working, by the way, until their, many of them, 70s and 80s. They just kept working but they had jobs that required them to move around a lot, not just all farming jobs either. There are all kinds of different jobs but they moved a lot.

They also ate smaller meals. They had jobs that they loved. They loved their work. Their spare time was spent with family and friends. So, you can kind of see those five elements coming out. They lived in a variety of different types of communities, some urban, some rural, some suburban so the type of community wasn’t a differentiator. But I just thought that was interesting that a lot of what he learned back then studying these people who lived long lives, even though their practices weren’t identical to what we can do now. They had some of the same themes that stuck out.

Pete Mockaitis
And while we’re talking physical, so move more, that’s good. Any quick best practices associated with the sleeping better and the eating better?

Jim Harter
Well, one is both too much sleep and too little are both bad, that’s what all the research is showing. But it’s really the quality of the sleep that’s the key, if you wake up feeling well-rested, refreshed. I’m a big fan of the short power nap, going conscious for 10 minutes, that’s very refreshing. I reviewed some research that I found very interesting that said, that showed, actually there’s a YouTube on as well that shows visually there’s a fact with sleep that it’s the only organ in our body, apparently, where the waste cells only leave, only get drained out or cleaned out when we sleep. The rest of our body is continuously getting rid of wastes.

Pete Mockaitis
So, the brain is the only organ?

Jim Harter
Yeah.

Pete Mockaitis
Okay, yeah.

Jim Harter
And you can kind of feel that when you take a nap or wake up feeling well rested. I use sleep in my writing, not that I’m writing when I’m sleeping. I just kind of learned this trick where day one, I’ll kind of try to get my head all the information I can around the topic I’m writing on, and in the next morning, after I sleep on it, it somehow kind of gets integrated better, and it comes out a lot more smoothly where I’m kind of struggling day one to even write good sentences. But I think sleep is a really good one to just kind of think about how you do it and when you do it and how you manage that effectively.

On diet, to me, and again there’s all kinds of advice on diet, but to me, from what I’ve read, the two takeaways are try to reduce processed food and eat smaller amounts. The calorie thing is still a thing. It still means something. There’s been so much emphasis on what you eat but the amounts still matters, and that’s the hardest thing to manage, I think.

Pete Mockaitis
All right. That’s physical. And how about community?

Jim Harter
Community, at a basic level, is about making sure you live in a safe area, having a safe place to live, and having housing that’s adequate for you and your family. And at a higher level, community wellbeing is about giving back, giving in a way that makes sense for you. And the giving part can vary by person. It can vary by stage of life, but organizations can really set people up for that by just sharing opportunities for giving, connecting people who have similar passions and interests together, and just providing a wide range of opportunities, and giving as an organization first.

So, “Here’s what we’re doing as an organization to contribute to our community and to society in general.” And many, probably most cases, organizations can do that through what they do in their work, their business, but outside of the work that they do, they can do it so many other ways as well. So, that’s an important one.

Neuroscientists found that the part of our brain that lights up when we get something, lights up even more when we give, so sort of the helper’s high. And so, again, I think organizations can play a huge role there and on all these elements by putting some defaults in place that make it easy for people to do what’s in their best intentions.

Pete Mockaitis
All right. Well, so we got some principles in terms of how organizations and leaders can facilitate some more good stuff happening and some specific practices for individuals. Can you share with us a cool story or example or a case study of a team or organization that went from, you know, not so much wellbeing to boatloads of wellbeing and how that unfolded?

Jim Harter
Well, those areas I listed off are the ones that I have seen leveraged the best. I think there’s still long ways to go for most organizations in the wellbeing front. So, for instance, on the career wellbeing component, we’ve seen people move from the bottom of our database over time all the way to the top decile of our database, top 10%. And they did that by being persistent, that’s one thing. But there’s kind of four patterns we saw in organizations that create change.

And one of them is, and I mentioned this earlier, it’s got to start strategically with the CEO and the board thinking about why they’re trying to create a net thriving culture or a highly engaged culture and articulate that and explain it to people so they know why it’s happening, that it’s not just a flavor of the month kind of thing, and it’s really a part of who we’re going to be as an organization.

Second, they had excellent communication. They just continuously communicated best practices and they continuously communicated “What we’re doing and why,” and it’s almost like over-communication so people know the why. And then all the way from when they’re fielding a survey to what they‘re going to do after it and how they’re going to create action plans and train managers.

The third is that manager piece. It’s upskilling managers from boss to coach is really important. And then the fourth pattern we saw was accountability. They make it clear that’s part of the manager’s job to engage their workers and to improve the lives of their workers. So, those are kind of some general patterns we saw but, yeah, we’ve seen organizations move from the bottom all the way to the top of the database. So, I know this stuff is changeable.

I think wellbeing is more difficult to change than engagement but you got to get the engagement part right first because that’s what I think as the nuts and bolts of managing. If you want to help individuals in your organization improve their lives, you’ve got to start by taking care of the work part of it because that builds trust where people aren’t second-guessing your intentions, and it builds more comfortable conversations so that managers and the individuals they’re managing can have open dialogue. And not everybody is going to want to talk about their whole life, and that’s fine, but it opens the door.

And, at minimum, managers can direct people to the right resources and help them know what’s there from the organization. But, at maximum, managers become coaches that actually help people improve their lives, give them some advice, and connect them to the right other people who might be on the same path as them.

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

Jim Harter
I talked earlier about some barriers or risks to improving a culture from maybe struggling to what we would call net thriving, where people in the organization not only have very positive views of their present life but also think the next five years will be even better. Those five elements I listed lead to that. But there are some barriers and they can kind of trick people, I think, a little bit.

Well, one of them, in particular, I’ll just list off a couple of them. One of them that I think maybe most commonly becomes a barrier are to assume that, “Our policies, programs, and perks will change your culture.” If that were the case, a lot of organizations wouldn’t have culture problems. I think policies, programs, and perks are very important but they won’t necessarily change your culture. What you need to change your culture are managers who are well skilled to lead other people because they’re, again, the ones closest to the lives in their organization.

And so, having poorly skilled managers is another big risk. And so, upskilling managers to move from boss to coach, I think, is really important. And that involves integrating several things that are kind of disparate in organizations right now. Over here, you might have a wellness program that’s offered to people. Over here, you might have employee engagement survey and program. Over here, you might have performance management. And over here, you might have learning and development. That boss-to- coach journey needs to bring all those things together so it makes sense to managers and so that it also leverages the strengths of each person. It’s a strengths-based journey where you’re starting off with who you are as an individual and building on top of that instead of trying to make everybody the same or trying to get people to become someone who they’re not.

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

Jim Harter
One of my favorite quotes is one that was attributed to the great Albert Einstein, but I actually looked it up, he actually said this in a more complex way, but, “Make everything as simple as possible but not too simple.” I’m a researcher, and the complexity is already there so, to me, one of the things I learned along the way is, “We’ve got to make sure that the research is A-accurate but also not too simple, but also applicable and useful to people.” So, I really like that quote.

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

Jim Harter
I’ve often referenced the Whitehall studies, the particular part of the Whitehall studies, were done over in Europe, where they tracked people longitudinally. And one subpart of those studies where they looked at mortality and heart disease and other future health issues. One subpart of that big study looked at workplaces, and they found that workplaces with better environments, they call it organizational justice, but workplaces with better environments, the concepts overlap with what we call engagement. Those better environments had lower risks of coronary heart disease and lower mortality rates, and they controlled for all sorts of things. So, I reference that a lot and I think it’s a really important research.

Pete Mockaitis
And how about a favorite book?

Jim Harter
I like Daniel Kahneman’s Thinking, Fast and Slow. I think it just does an excellent job of bringing together two parts of wellbeing, the remembering self and experiencing self, which we talked about in wellbeing at work as well. I think it’s important to think about those two parts of how we experience life.

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

Jim Harter
This is kind of geeky but I leverage a lot Google Scholar and PubMed because they’re just great sources for finding things quickly and searching.

Pete Mockaitis
And a favorite habit?

Jim Harter
I think that 10-minute power nap. I try to get it as many days as I can. It’s really important to kind of have a refreshing afternoon.

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

Jim Harter
Probably the one that I see quoted the most is “70% of the variance in team engagement is influenced by the manager.

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

Jim Harter
You could go to Gallup.com and we have a whole series of new articles and findings coming out all the time, reports, or I’m on LinkedIn as well. I’m pretty active on LinkedIn, that’s another place.

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

Jim Harter
I would say make sure you know your strengths and have them clearly in mind, and the strengths of your coworkers. And one thing to build on that is you got to direct your strength at something. Make sure you have a minimum of one meaningful conversation per week.

Pete Mockaitis
All right. Jim, this has been fun. Thanks so much and much luck to you with all your good work on wellbeing.

Jim Harter
Thank you, Pete. Appreciate the invitation.