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

647: Cal Newport: How to Break Free from Your Email Inbox

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Cal Newport says: "You don't need advice for how to deal with your overflowing inbox... You need to change the structure of your business so that your inbox is not overflowing."

Cal Newport reveals how the rise of email led to a productivity disaster and what we can do to change that.

You’ll Learn:

  1. How email changed the way we work for worse 
  2. Simple strategies for cutting down the email back-and-forth 
  3. Why we feel guilty when we don’t respond—and what to do about it 

 

About Cal

Cal Newport is an Associate Professor of Computer Science at Georgetown University. In addition to researching cutting­ edge technology, he also writes about the impact of these innovations on our culture. Newport is the author of six books, including the New York Times bestseller, Digital Minimalism, which argues that we should be much more selective about the technologies we adopt in our personal lives, and Deep Work, which argues that focus is the new I.Q. in the modern workplace. 

Newport’s work has been published in over 25 languages and has been featured in many major publications, including the New York TimesWall Street JournalNew YorkerWashington Post, and Economist, and his long-running blog Study Hacks, which receives over 3 million visits a year. He’s also a frequent guest on NPR. 

Resources mentioned in the show:

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Cal Newport Interview Transcript

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

Cal Newport
Well, thanks for having me.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom but, first, I got to hear one of the most noteworthy things about you, which is an interesting comment to make in this day and age, is that you have no social media accounts. Can you tell us why and how it’s going for you?

Cal Newport
It’s true. I think I’m the last person under the age of 65 and above the age of 12, for which that’s true. I don’t know. I’ll tell you what, this has not been that bad of a period to not be on social media, I think, if you could measure cortisol levels and graph it somehow, you would have all of American culture, all American society, and then me, probably a good 50% below it because I’m just not exposed to the up-to-the-minute fretting and doom-scrolling. So, it’s been good.

So, basically, it turns out it’s allowed. Just for idiosyncratic reasons, a long time ago, I’m talking 2004, I just decided, “I think I’m not going to use social media,” which at that point that was not a fraught decision in 2004 because there was not that much social media but I just sort of stuck with it because, why not? And it’s given me this really interesting vantage point. I’m like an anthropologist able to look around me and watch the impact the social media on everyone’s lives with a little bit of distance. I mean, I’m the last people who’s actually never had an account who can actually study it with some distance.

And here’s what I’ll say, I know what’s going on in the world, I still have friends, I still find ways to be entertained, I still manage to sell books and run a business, so it might not be as bad as people fear.

Pete Mockaitis
All right. I’ll take it. And have there been any downsides, any regrets, anything you miss? Maybe you can’t miss it if you’ve never had it.

Cal Newport
No, not really. I’ll tell you what happened that helped reduced regret is the big social media platforms, they had initially had this claim that, “We’re valuable because of network effects. We’re the best way to connect with friends and family and we’re the platform where all your friends and family are, so if you’re not on Facebook or if you’re not on Instagram, you can’t connect with your friends and family.”

But they basically gave that up about five or six years ago, and said, “No, no, what we’re really about is entertainment. We’re kind of leveraging your social connections to learn the type of stuff you’re interested in but what we are is a stream of things to look at,” and most of these digital interactions with friends and family began to shift from social media over to tools like text message, or Zoom calls, or other types of tools like that which I do use.

And so, I’m not missing out on the original promise, which is, “This is how you keep up with friends and family,” because that is largely moved off of social platforms. Now, they’re just a highly addictive form of entertainment and, I don’t know, I think I found other ways to entertain myself so, so far so good.

Pete Mockaitis
All right. Well, let’s talk about your latest work, A World Without Email. Provocative. Could you kick us off maybe with one of your surprising and fascinating discoveries you’ve made as you’re doing your research there?

Cal Newport
Well, I was surprised to discover the extent to which how we work today, which I call a hyperactive hivemind workflow, which is, put simply, work unfolds with a constant unstructured stream of ad hoc messaging, whether that’s delivered through email or Slack or whatever tool you want to use. I was surprised by the extent to which that way of working is basically arbitrary.

So, we assume all of this emailing and Slacking, like we do this because it’s a pain but it’s more productive, or this is how work gets done. If we didn’t always communicate with each other, if we weren’t constantly, “Here’s a message,” “Here’s an email,” “Here’s a reply,” “Here’s a CC,” that we’ll somehow be less productive. And it was rationally decided by managers and consultants, and at some point, people figured out this is a better way of working. It turns out that’s not true.

It largely emerged somewhat haphazardly, more it’s just a side effect of what this new tool made available and it interacted in an unpredictable way with just human nature, and you can document this. But, basically, we stumbled into this world of sort of constant, ongoing, unstructured conversation. And then we look backwards and try to justify it and live with it.

And one of the big claims in this book is that there’s nothing fundamental about, “Let’s put an email address, associate it with every person. Let’s put everyone on a Slack channel and just rock and roll to figure things out.” There’s nothing fundamental about that being the best way to do knowledge work. And, in fact, when you really look closely at it, it’s actually a pretty terrible way of doing it for a lot of factors. There are many other ways you could approach it. So, I think that degree to which this is just, in some sense, email is decision that we work this way and not our own was definitely a liberating discovery for me as I got deeper into this topic.

Pete Mockaitis
That is intriguing. All right. So, we just kind of fell into it. And so, lay it on us, so why is it terrible? What makes email so detrimental to knowledge worker productivity?

Cal Newport
Well, the first thing I’ll further clarify, just so we have like a foundation for the discussion, is the title is sort of provocatively succinct when I say A World Without Email, but what I really mean, and this would be a less sexy title, is a world without the hyperactive hivemind workflow that email introduced. So, when I say a world without email, what I mean is a working world in which constant unstructured unscheduled conversation is not at the core of how we get things done.

The problem with that workflow, that hyperactive hivemind workflow, is that it forces us to switch cognitive context constantly. Say that four times fast. Because if you have to be maintaining dozens of these ongoing asynchronous, unstructured, unscheduled conversations, all these different threads, because that’s how everything gets figured out, from figuring out how to deal with a new client, to scheduling something, to pulling together bullet points, I mean, all this is happening on asynchronous threads, unstructured, unscheduled, just messages going back and forth, the only way for work to move forward is you have to constantly be monitoring and tending these threads.

That’s why when you look at the data, you see that people check their email inbox, on average, something once every six minutes. It’s not a rational behavior, it’s not a lack of willpower, it’s the only way you can keep up with so much ongoing concurrent communications is you have to keep checking. The problem is every time you check an inbox, you check a Slack channel, you induce a context shift within your brain. So, you’re switching your attention from the primary thing you’re working on to an inbox full of messages, most of which you can’t address right there in that moment.

And then you’re trying to bring your attention back to the main thing, that creates a huge pileup within your brain that reduces your effectiveness, that stresses you out, it makes you anxious, it makes it harder for you to think. So, we basically designed an approach to work that accidentally really reduces our ability to actually do work. We just cannot maintain these two parallel tracks of constantly monitoring communication while also trying to work on other things. We’re not wired for that, it goes against our sort of fundamental neural architecture, and I think it’s been a real big hindrance to both productivity but also people’s happiness.

Pete Mockaitis
Okay. Well, so then I’m curious. We had Dave Crenshaw on the show recently talk about the myth of multitasking and talked a bit about switching costs. Can you dig into that a little bit sort of just how costly is it when we do that? Do we lose a few seconds or something much greater?

Cal Newport
I would say it’s much greater. It’s hard to exactly quantify but every time you’re doing one of those email checks, you might induce 10 to 15 minutes of notably reduced cognitive capacity, where one-half of your mind is still trying to figure out, “Well, what about this message from our boss?” And we’ve all had that experience of writing emails in our head, which is like a real indication of our mind. It sees these open loop social communications. It wants to have to deal with that.

Now, the issue is if you’re checking your inbox on average once every six minutes, that means you never escape that effect. So, the typical knowledge worker is basically spending the vast majority of their time in a significantly reduced cognitive state. It’s almost as if every 30 minutes, you walk by and gave everyone in your office a shot, “Here, take some whiskey,” right? It’s less fun but it kind of has a similar effect. So, we’re talking about not, “Oh, I’m wasting a few minutes.” We’re talking instead like maybe you’re at 50% of what you could produce.

Pete Mockaitis
So, in that ballpark of 50%, okay, that’s striking. And could you share, is there any provocative studies or experiments or bits of research that can put an exclamation point on this?

Cal Newport
Well, the idea that there are these switching costs goes is something that goes back to research from even the early 20th century. But there was a researcher named Sophie Leroy who more recently really applied this idea of switching costs to exactly the context of working in an office. And she had a really interesting background.

I tell her story in the book because I spent some time interviewing her. She had actually been in academia, she had been working on her degree, and then she went and worked in industry. And then when she came back to academia from industry, she said, “Man, there’s this thing going on out there that wasn’t like it was before with all of this messaging,” this was the early 2000s, “We have to study that.”

And so, she had this dual background where she had a business background, she was an organizational management but she’d also trained in psychology so she understood the brain, and she exactly was quantifying what happens when you do this context switching and you’re trying to do actual office work. So, she had subjects come in to do this research, and they were giving them office work style tasks like reading resumes and trying to summarize and rank candidates, like the type of stuff you would really do in knowledge work, and they would interrupt them.

So, the researcher would come in and they would interrupt them. They had various ways of doing it but it would be, “Hey, you forgot to fill out this form that we need for our research.” And they could really precisely measure the impact on their performance, so the groups that got interrupted and the groups that didn’t. And you could just see that performance, you can see it drop, and you can just watch the numbers as it drops.

They recall less information. When they’re working on puzzles, they make more mistakes. And so, Sophie Leroy’s research really makes clear the degree to which these switches, boom, you just watch performance graphs just drop.

Pete Mockaitis
All right. Well, so then tell us, what is the superior alternative?

Cal Newport
So, once we understand the issue is the workflow, the good thing about that is that it takes off a lot of sort of common responses off the table. So, when you understand, like, “Oh, the hyperactive hivemind, this fundamental way that the way we organize work and identifying and assign and review tasks, the way we do this is just messaging back and forth.”

Like, when you understand that is the underlying way you do work, then you realize that superficial fixes won’t get you there. Let’s say, “Let’s talk about etiquette, let’s talk about norms, let’s talk about turning off notifications, let’s talk about checking your email in batches, let’s talk about having a rule that says don’t expect you to answer emails after 5:00 or whatever.” None of that is going to solve the underlying problem so long as the underlying way that you organize work is unstructured ad hoc messaging.

So, in the book, what I really push is forget those superficial fixes, forget the etiquette, forget the norms. You got to actually replace, you have to replace the underlying workflow, “This is how we do this type of work. This is how we identify, assign, and review tasks.” You have to replace it with something better than the hyperactive hivemind. You don’t need advice for how to deal with your overflowing inbox more efficiently. You need to change the structure of your business so that that inbox is not overflowing.

And, basically, two-thirds of the book gets into principles for how to redesign whether it’s in your own life as an employee, or if you’re an entrepreneur that runs your own company, or if you’re an executive of a big team, “How do you begin this re-engineering process? How do you begin seeing your work in terms of these different processes?” And we can actually talk about each process, “This is how we’re going to do this. This is how the information is going to flow. No, we don’t just figure this out on email. For this, we have weekly status meetings. We have a shared document. We have this…” whatever it is.

There are tons of examples that you begin to explicitly engineer how work happens in a way that minimizes all this ad hoc unscheduled messaging, stops all the context shifting, and makes work much more sequential, “This then this, then this.”

Pete Mockaitis
Okay. That’s really beautiful in that I personally had some experiences with that, it’s like, “It seems like I was sending a lot of emails back and forth about this. That needs to stop. How would I go about stopping that? Well, I guess we’re going to make a standard process associated with boom, boom, boom.” And it’s worked. It’s so funny, like you and I, that we have this podcast interview, like we could’ve had a lot of emails between us. We had zero which makes me feel pretty cool, I’m talking to the no-email guy.

And we pulled that off because of the systems and the processes and the automation. It’s sort of like there’s an invitation, you pick a time, and then you get all of the info. And then, on my end, me and my team are thinking about, “Okay, what do we want to ask Cal? Okay, and then you’re going to send me the draft of some things, and I’m going to edit those things, and then I’m going to study it up the day of, and away we go.”

So, lay on us these principles and some examples for, hey, before we’re emailing about this thing, and after, here’s how it gets done.

Cal Newport
Well, let’s make it really proximate to what we’re doing right now, right? So, I’m doing a book launch, so there’s a lot of podcasts to be done, and I have someone at my publisher that I work with to help sort of schedule the podcasts and keep that calendar, or this or that. We had to figure out a process. So, the very easy thing to do would be she could just email me, like, “Oh, here’s one. Does this time work? Here’s another podcast. What do you think about this?” But I said, “Okay, that’s not going to work. There’s going to be so much back and forth emailing that I’ll constantly be context shifting.”

So, we created a process where I thought about the problem. And I had tried before with a previous book. Just to be concrete, I had tried giving the publisher access to a calendar, or I had made open, like, “Okay, here’s times I’m available,” and they would schedule things directly. I didn’t quite like that because I wanted more control over when I schedule things because I have a more nuanced understanding of my calendar.

So, what we did this time is we have a shared document and it has different sections. And what happens is I check it a couple of times a week. She’ll put into the top section, like pending, “Okay, here’s a podcast,” or, “Here’s the link to schedule it,” or, “Here are some time you’re available. Which one works for you?” And I just go into that shared document and just annotate it, like, “This time works for me. Okay, I went to the link and set up this interview. Here’s a question.”

So, I basically go into this shared document twice a week, spend about 20 minutes in it, and all of this happens. Now, it might seem like, “Well, what’s the point? Is it really that hard to just have figured this all out on email?” And one of the big principles, to argue from the book, is, yes, that matters. So, to take those two checks that are 20 minutes and to spread it out over 20 emails is a huge difference in terms of the impact on your cognitive performance because those 20 emails are unfolding throughout the week. It’s a conversation you have to keep tending. To tend it means you have to keep checking your inbox, and it’s a thread that’s kind of an open loop in your mind. There’s a huge drag to having you go back and do those back-and-forth communications.

Which brings me to a larger point about this type of process engineering is that it’s annoying, it’s almost always less flexible and convenient than just emailing that’s why this hyperactive hivemind is so entrenched because it’s easy and it’s flexible and it’s really convenient. But flexible, easy, and convenient in the history of business and technology rarely is the formula for getting the best work done or getting the most work done.

And so, example after example in my book come back to the same point which is it’s like often a pain to say, “Let’s actually think about the right way to do this in a way that minimizes all these messages.” It’s a pain. It might generate some hard edges. There might be some exceptions where bad things happen. Still worth it. Still almost always worth it because, again, the way to get the most value out of your brain is almost differently going to be something different than what would be the easiest way to organize work.

Pete Mockaitis
Okay. So, I dig it. So, we think through it. And do you have any particular prompts or guidelines or steps associated with how we might do some good structured thinking and collaboration about, “Hey, what is the process by which this thing gets done?”

Cal Newport
Well, one thing I talk about is when you’re trying to optimize a process, think about context switching as being something you’re trying to minimize. So, just like if you’re optimizing a manufacturing process, you might try to minimize like the time required to produce a car. In knowledge work processes, you want to minimize context switches, “So, how many times am I going to switch my attention to this thing in order to get it to completion?”

And so, if your process involves back-and-forth emails and there’s going to be a dozen back-and-forth emails to figure something out, you’re now context shifting a dozen times to complete this process. So, if you could come up with an alternative where maybe, “Okay, I spend some time in a shared document for 20 minutes twice,” you’ve now reduced the amounts of times you have to shift your attention to this and back significantly, and that makes a big deal. And then the other thing to try to optimize is the degree to which you have to keep track of things in your mind or you feel like things are somewhat unscheduled or out of control.

So, the more you can actually have a sense of comforting structure, “Oh, I know how this works. It’s in the system. It’ll come up automatically. I don’t have to keep track of it in my mind. I don’t have to hope that I’ll just wait to get an email at some point, that’s just like, ‘Hey, what’s going on with this thing?’” That you feel like, “This is controlled. It’s not just in my mind. I don’t feel overwhelmed by various things,” that’s another thing to optimize.

So, those are the two general metrics you want to push people: less context shifting, less sense that things are just up in the air, in your mind, or ad hoc, or out of control.

Pete Mockaitis
Okay. Got it. So, those are the things that we’re optimizing for in terms of let’s minimize those bits. And so, I guess there’s probably a million different ways we can make a process to get something done. But could you maybe share a few of your favorites in terms of, “Wow, these are maybe pretty flexible. They cover a wide array of stuff, work that needs to get done, as well as they’re pretty darn time-leveraged when you do it”?

Cal Newport
Well, one thing that seemed to come up a lot was making task assignments more transparent. So, we often use email to assign tasks and to check on tasks, we keep track of tasks just because they’re messages in our inbox. That’s where we keep track of everything on our plate. When you look at companies or groups that have moved all these tasks out of just people’s individual inbox and onto shared like task boards or project management systems, there’s often huge wins to be had.

And you can go and look at a Trello board for your team, or a Flow board, or an Asana board if you’re more techie, and you can actually see, like, “Here are all the things we’re doing, and here’s their status, and here’s who’s working on what.” Once a day you get together and you all look at it, and say, “Okay, where are we? What do you need? Here’s a new thing. Who should take this on or shall we leave it over here?” That seems like a basic thing but it makes a huge difference.

I profiled a guy who runs a marketing company and when they shifted. I talk about how they shifted from their inbox, just everything was kind of in there, to these Trello boards, one per project. And I actually had them show me the Trello boards, and I go through them, and I kind of go through, “Okay, here’s specifically what the columns are and here’s what’s under it.”

The relief they got when now their workflow is not about, “Open your inbox and rock and roll with messages,” but, instead, “Go to the Trello board for the project you want to work on, look at the status of things, take what’s assigned to you, make some progress on it, update the information. All the information you need to make progress is here on the Trello board attached to different cards. You don’t have to go find it in an inbox.”

Just the relief they got from that being the workflow, “Oh, I’m working on this project now. Here’s all the information on this project. Here’s what I’m supposed to be doing. Here’s everything I need to know to do this. Let me work on this. Let me update this board. All right, I’m done. Next project.” You switch over to that board. It was so much more relieving than, instead, just having this inbox open where, “Yeah, you’re hearing about that project but also other projects, and everything is coming in, and the whole thing is riled together.” So, task boards come up a lot in groups and teams that have moved away from a hivemind.

Pete Mockaitis
Okay. And so, I’m wondering if we zoom into the individual contributor, if they don’t feel they’ve got a whole lot of power or influence to restructure the fundamental processes of how stuff is flowing, do you have any pro tips on how to navigate those conversations or bring it up?

Cal Newport
Well, one of the things I actually talk about is running your own shadow processes individually and having basically an invisible interface to everyone else. So, let’s say you’re at a big company and your boss is a jerk, he’s like he’s not going to want to hear this. He’s like, “I don’t care. I want you to answer my emails. It makes my life easier.” You can internally have these processes. And I talk a lot about this, like personal task boards or personal communication protocols where you really work out your various processes and how information comes in and out of them, how you keep track of things to try to keep yourself out of your inbox.

And instead of actually trying to explain it to everybody and say with autoresponders, like, “Here’s how I’m doing it now and this is how it’s going to work,” you just do it internally. And they don’t even maybe realize that you have these processes, they don’t even really realize that, “Oh, I was ready to just send a bunch of messages back and forth with you to, whatever, set up this meeting or pull together this report. Andfuiltwhen you replied, it was actually there’s a list of times, you had a Calendly schedule app, it was like ‘Choose one of these times and I will have this information ready, and it’ll be in this folder. Look it up before. We’ll meet at this time.’” You’ve described some process in an email. They don’t even realize it’s a process, they go, “Okay, whatever. Great. That saves me some messages.”

But internally you have it all processed, or you have different Trello boards internally for your different roles, and you’re keeping track of who you’re waiting to hear back from, and things you need more information on, and what you’re working on this week. I talk about how I ran a stealth ticketing system for a while when I had an administrative role where I had to answer a lot of questions from students in my department at Georgetown for an administrative role I ran. I didn’t make them use a ticketing system but I was moving all their messages into a ticketing system so I could much better keep track of them with my program manager, we could see what was going on where, who we’re waiting to hear back from, we can annotate them with notes, and then we’d just email people to get back to them again.

So, that’s one of the things I talk about just how to basically structure all of the process in your own life. Even if all the people around you aren’t restructuring how they do it, even if they’re still bothering you without constraint, if all that incoming goes into internal structured processes, you can still have a massive win in terms of how much context shifting and email wrangling you have to do.

Pete Mockaitis
And so, I don’t know about all the listeners, but as I think about this, I’m super excited, like, “Heck, yeah, let’s get processes up and going for everything.” How do you recommend thinking about where to start or how to zero in on your first couple wins here?

Cal Newport
Use your inbox as a guide. So, you’re in your inbox, you’re overwhelmed, that you’re annoyed at all these messages. Start asking the question as you’re answering these messages, “What is the underlying process that this is a part of and that this message is trying to help advance towards completion?” And so, you just let the messages you’re getting be a guide. Then you can start saying, “Okay, this process kind of comes up a lot. Like, a lot of these messages have to do with whatever, like pulling together the weekly client memo. Or a lot of this have to be like answering questions from clients about the status of the project.”

So, now, you’ve let your inbox be the guide, “Oh, a lot of my communication is about this.” Then you can ask the key follow-up, “What would be a better process for accomplishing the same thing?” So, then if you see a lot of your messages in your inbox or your clients asking you questions kind of ad hoc, “What’s the status here? What’s that?” you might realize, like, “Maybe what we should do…” and this is just an example from the book, “…is like schedule a weekly status call with each client, we let them know where things are, we listen to them, and we immediately send them, after the call, a record of everything we committed to during that call, and they know that we are going to be on the phone the next week.”

You do that, for example. You may reduce your back-and-forth emails from a client down to basically none. Just the same thing done. The client wants to know what’s going on, to make sure the ball is not being dropped, to make sure that you’re actually doing the things you said you’re going to do, that’s a lot of what client emailing is, it’s just that they’re not sure, like, “I don’t know. Are you really doing this? Do I need to keep bothering otherwise I don’t know what’s going on?”

That’s just a case study but now that you’ve seen that’s what a lot of your emails were, you could actually come up with a better process that has a lot less back and forth. So, let the messages in your inbox influence you, “What is this message about? Is there a better way to get that general type of work done?”

Pete Mockaitis
All right. I dig it. And how about some of the internal emotional guilt stuff in terms of, if folks, they have incoming messages and they feel, from habit or compulsion, the need to frequently check the inbox? You say, “Well, hey, part of it that’s kind of how it has to be done because your processes are so unstructured, what alternative do you have?” But if we’re starting to move in this direction and there are some emotional guilt or resistance or trickiness, how do you recommend folks address that?

Cal Newport
Well, that guilt is really important because it’s at the core of why email makes us so miserable so I really get into those studies where basically the way we’re wired as social beings means it is really hard for us to see an email message in our inbox from a person we know and to not answer it. And it’s a deeper part of our brain. So, if you feel guilty about these things, as a general notice to your audience, that’s not a flaw. That’s a deeply human reaction because there might be, let’s say, a prefrontal cortex part of your brain that says, “I know I don’t have to answer that email right away. We have norms, they’re not expecting an answer right away. It’s okay if I write them back next week.”

That’s fine but there’s a deeper part of your brain that says, “Someone in my tribe is tapping me on the shoulder. If I ignore them, that’s a problem. If I ignore someone in my tribe who’s tapping me on the shoulder, what’s going to happen when we come into the famine? They might not share their food and I might starve.” We have a huge genetic compulsion to take otherwise communication very seriously. So, email really contradicts that instinct because, again, our paleolithic deep brain knows nothing about email etiquette. It’s just like, “Here’s a person I know, they want something from me, I’m ignoring them. Danger! Danger! Danger!” and that’s why we feel this anxiety about our inbox and the fact that it’s always growing.

So, that’s a really real thing and it’s a problem. It’s also a problem because this guilt is not equally distributed among people. So, there’s research I talk about in the book where they could look at how you scored on the big five personality scale, and based on how you scored on various attributes of that scale, they could measure real differences in how stressed you get about batching email.

So, for some people, your personality type is naturally such that you get incredibly stressed if you say, “I’m going to wait to check my email till the end of the day because all these people need me.” Other people have personalities in which they don’t mind it that much. Now, the issue is the people who are probably more willing to ignore their inbox till the end of the day are probably going to get more important things done, which means they’re going to move ahead probably faster than other people.

And what you’ve now done is accidentally selected for in your company that people that are essentially more jerks from a personality scale, less conscientious, are going to do better in your company. And so, now you’re selecting for the executive ranks to be less conscientious and more like jerks, which is not what you actually want to happen. It’s an unintended consequence.

So, I think that is also an issue and so, I don’t know, this is probably not the most optimistic answer but this is why I’m saying until you fix the underlying processes, this is going to be a real problem and it’s going to apply unequally. As long as there’s a lot of messages that you’re not answering, you’re going to be stressed, and that stress is going to vary dependent on your personality. So, your best bet is to figure out how to reduce the number of messages that end up in that inbox. It’s just not the right tool for doing a massive amount of communication.

Pete Mockaitis
So, lay it on us, where and when is email appropriate, when it’s something sort of new, one time, different, undefined, uncharted? What are your thoughts?

Cal Newport
Well, it’s a fantastic communication protocol, so if you need to asynchronously deliver information from one person to another, from one place to another, it solves a lot of problems. Before that, we had fax machines, memos, and voice mail, and those were all pretty ineffective and pretty high-friction ways of communicating asynchronously. So, for the delivery of information, for the delivery of digital files, for the broadcasting of information, email is a fantastic tool. You would not want to get rid of it.

Where it is a problem is where it becomes the primary medium of collaboration. So, if the primary unit of you working together with people to solve things, just back and forth messages, that’s where you get into the problem. If you want to email out, whatever, “Here’s the new parking policy at our company,” that’s a great use of email. It’s better than printing it out and having to put it in people’s mailboxes.

If you need to deliver a contract to someone, or let’s say I want to send you a headshot or something, yeah, email is great. Better than putting the mail or using the fax machine. So, it’s a great medium for asynchronous delivery of information and files but it’s a terrible medium for being the primary tool by which you actually interact and collaborate with people.

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

Cal Newport
I would say, more generally, when it comes to email and when it comes to the shift, at least the way that I see it, the less that I’m trying to convince people that they should move away from this type of hyperactive hivemind, everything is just back and forth messaging, it’s more giving the message that that shift is inevitable. There is a lot of money on the line.

Just like when Henry Ford figured out the assembly line, no one made cars the same way again after that. The same thing is just beginning to happen in knowledge work. There’s no way ten years from now we’re all still just going to be plugging into email inboxes and checking every six minutes. There’s just so much productivity and value and human happiness on the line.

This transformation to a world in which we have more sophisticated ways, less convenient maybe, more annoying, more overhead, but more sophisticated ways of actually collaborating, that means we get a lot more done and we’re a lot happier in general, that’s going to happen. So, the only question is, “Are you going to be ahead of the trend or not?” And that’s the way I like to see it.

So, I’m kind of prognosticating that we’re in a very early stage of knowledge work in the digital age. The way we work today is just our very first rudimentary attempt to figure out how we should work in an age of computer networks. The history of commerce and technology tells us that transformations take a long time, but then the phase shifts can be pretty rapid. We’re going to have a rapid phase shift away from this world of constant communication. So, again, hopefully, this is a book that’s predicting the future, more so than it’s trying to convince people that we need a better future.

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

Cal Newport
A favorite quote that came up kind of in the context of this work came from Neil Postman who was a really well-known sort of philosopher and social critic and technology critic. And he had this really important quote for at least my own thinking about technology and the world where he was saying, “Technological changes are not an addition; it’s ecological.” It’s not addition, it’s ecological. I’m a little bit messing that up but the basic point is when a new technology comes along, it’s not just like, “Oh, you’re in the world you were before, plus the addition of this new technology.”

Instead, a lot of technologies tend to change the entire world, change the whole ecology. So, he famously said that when the printing press came along, it wasn’t like you had medieval Europe plus a printing press. Like, no, you had a whole different Europe. It just changed the way everything worked. I like that quote. That’s the way I see a lot of technologies.

In 2001, we didn’t just have the 1991 office plus email; we had a completely different type of office. What worked meant the ecology of work completely transformed once this tool is here. And so, that quote is important to me because it tells us we got to be pretty self-aware of the way that new technology can completely change things often in ways that no one planned or no one intended. And once you realize that, then you might say, “Maybe we should step back and push back a little bit.”

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

Cal Newport
There’s a bit of research I enjoyed in the book because it was devious where they’re trying to understand exactly what we’re talking about, how communication is something that’s really deep in us, we get really anxious when we can’t communicate, when we know someone wants our attention and we can’t give it to them.

And so, there’s this great study where they brought people in and they hooked them to heartrate monitors, and they told them it’s a study about something unrelated. And then they had a confederate come in and say, “Hey, your phone is interfering with our machines and we’re just going to move it to get the electromagnetic radiation.”

And when they moved the phone to the other side of the room, they turned off the silent mode. So, they could only do these with iPhones because iPhones have the switch on the side. And then they would call it. So, you’re in the room, you’re doing this experiment, you’re all hooked up to all these heartrate stress monitors, thinking you’re supposed to be working on this computer screen, and you hear your phone ring.

And it’s a really cool experiment because, obviously, they did not expect to be able to communicate, they didn’t need to communicate, they had turned their phone on silent so they’re completely comfortable with the ideas of, “During this experiment, I will not be communicating with people.” But, still, hearing the text message buzz on the phone, their heart, their galvanic response, all the indicators of stress jumped up because they’re all hooked up to these things and they could measure it.

So, I just love that experiment because it meant they were calm even though they knew rationally, “Oh, yeah, I turned off my phone. I’m not going to hear from anyone who calls me. It’s fine.” They knew rationally that was fine, “I’m doing this experiment. It’s fine.” Still, hearing a text message come through made the stress response go up.

That’s all day every day in the world of email. It’s like no matter how you tell yourself, “It’s okay. I don’t have to answer all these emails. We have expectations. We have norms,” there’s a deeper part of you that when it just sees or hears that person’s name and it’s in bold and you can see they want something from you and you’re not answering it to them, we get stressed. And so, I thought that was a beautifully designed experiment to try to capture that real effect.

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

Cal Newport
One I like to recommend is Amusing Ourselves to Death, also by Neil Postman who I mentioned. It’s short and it’s brilliant and it’s really original. And, basically, it gets at that ecological notion. His argument is when you change the technologies with which we communicate or send information, you can actually change the way our brains understand the world, that there’s this impact between the medium and the message being delivered.

Postman studied under Marshall McLuhan who actually said the medium is the message. Simple idea, beautifully delivered, but it completely changes the way you see technology. It moves you away from this notion of like, “Heck, it’s just tools and it can do some things well, so use it in the way that it does things well. And if you’re having a trouble with the tool, you’re just using it wrong.” It’s like the typical nerd, engineer, or like our typical response.

And Postman comes in and says, “No, no, it’s way more deeper than that.” This was before email but basically you could extrapolate from him. Like, the mere presence of email can change the very structure of what work means, and his work was about television. The presence of television changed the way we understood the world. He’s really smart, really accessible, and I recommend it, Amusing Ourselves to Death.

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

Cal Newport
I’m a big believer in time blocking where you actually schedule out what you’re going to do with your time as opposed to going down a list. And so, having a good notebook in which you’ve schedule out what you’re going to do. Give every minute of your day a job. Don’t just go from a list and say, “What’s next?” Instead, say, “From 1:00 to 2:00, I’m working on this and I have a meeting from 2:30 to 3:00.”

Having a good notebook in which you do that is a complete gamechanger. So, in the fall, I put out my own planner called a Time Block Planner that helps you make these plans. But whether or not you use my planner, I have used notebooks and I’ve built these analog plans for my day for whatever it’s been, about eight years now. So, that simple of a piece of a paper in which I see the whole plan drawn out is, by far, one of the biggest impactful things I have in my professional career.

Pete Mockaitis
And how about a favorite habit?

Cal Newport
I do a shutdown ritual and I’m a big proponent of this, that when you’re done with your workday, you have a shutdown ritual where you basically close all of the open loops. So, you look at your inbox and make sure you’re not missing something, you look at your calendar, you look at your plan for the week. If you’re captured like notes or ideas on scraps of paper, you get them into your system. So, you close all the loops, “All right. There’s nothing else I need to do for work tonight. I have a plan for tomorrow. I’m not forgetting anything.”

And then you have some sort of phrase or ritual you do to indicate that you’re done with that routine. So, like I used to actually say the phrase, “Schedule shutdown complete,” which was like purposefully nerdy. I talk about this in my book Deep Work, and there’s a whole subculture of people who, when they see me now, are like, “Schedule shutdown complete.”

But it was weird on purpose because what happens is that later in the evening when you begin to feel some work anxiety, instead of going through it, instead of…

Pete Mockaitis
A schedule shutdown has been completed.

Cal Newport
You say, “Why else would I have said that stupid phrase unless I had actually gone through the whole thing?” Now, in that planner, I actually added a checkbox that says, “Shutdown complete.” So, instead of having to say that out loud and risk the mocking of everyone within earshot, you can put a checkmark next to the phrase. But the whole point is you have something really weird and clear you do to indicate you’ve done the shutdown ritual. So, if you get anxious, you just say, “I did that weird thing, which means I did a ritual, so I’m not going to get into the particular anxiety. I’m just going to trust myself that I would not have said something so dumb unless I’ve actually gotten things under control.”

I love that ritual. I’ve been doing that since 2007. I started it as a grad student and it’s incredibly effective.

Pete Mockaitis
And is there a particular nugget you say or have written that people quote back to you frequently? It sounds like “Shutdown ritual complete” is one of them. Any others?

Cal Newport
Yeah, I get “Shutdown complete” a lot. For some reason, so I have this podcast Deep Questions where I answer questions from readers. And, for whatever reason, we went down a rabbit hole of…I don’t know how I encouraged this. It’s just like one of these cycles of superfluous references to Greek mythology. So, I do these mini episodes once a week where people kind of call in with questions, and now it’s become kind of a competition to see who could work in like the most superfluous reference to Greek mythology in trying to set up their question about workplace productivity. So, I get a lot of that from people now. I don’t know how that started, by the way.

Pete Mockaitis
“How could I soar like Pegasus to new heights of productivity?”

Cal Newport
Oh, yeah, Hydras. Earlier today, I had a Bacchus reference. That’s a good one. I had a question from a classicist recently, a classicist professor, so that was intimidating because she actually knew the whole canon. So, yeah, I don’t know, but I get that a lot. I get a lot of Greek mythology.

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

Cal Newport
So, you can go to CalNewport.com if you want to find out about the books and sign up for my newsletter. I’ve been writing a weekly essay there since 2007. If you want to hear me instead of read about me, Deep Questions is my podcast. If you want to find me on social media, as we’d mentioned, you’d be out of luck.

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

Cal Newport
It is a hundred percent possible for almost anyone or any job to get to a place where your email inbox is something like it was in 1995. It’s something you check maybe once a day, “Hey, here’s this file I needed,” or, “Here’s a reminder. Let me look at it,” and that’s the only role it plays in your life. This idea that you have to constantly be checking and communicating to do your job, that might be true about your job as constructed right now, but it can be reconstructed.

So, my challenge is do not give up on this utopian dream of a world without email by which I mean not a world in which you don’t have an email address but a world in which email does not play a central role to how your work actually gets done.

Pete Mockaitis
All right. Cal, this has been a treat. Thank you so much and keep on rocking.

Cal Newport
Yeah, thanks. It was my pleasure, like Icarus flying close to the sun on wax wings, I think. I’m trying to make the reference work. I’m trying to make it work.

Pete Mockaitis
Maybe not afterwards.

646: Redefining the Rules to Make Work More Enjoyable with Vishen Lakhiani

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Vishen Lakhiani shares foundational principles to make work more fulfilling.

You’ll Learn:

  1. How the most successful people find bliss in their work 
  2. How to keep stress from fazing you
  3. Why hustling hurts your career 

About Vishen

Vishen Lakhiani is one of today’s most influential minds in the fields of personal growth and human consciousness. He is the founder and CEO of Mindvalley and behind several top-ranking health and wellness apps. He also has two New York Times best-selling books, The Code of the Extraordinary Mind and The Buddha and the Badass. With an incredible passion and drive to unite humanity and challenge the status quo, he has built a movement of growth-seekers, spanning across 195 countries, engaging more than 15 million followers on social media, and nearly half-a-million students online each year. 

Resources mentioned in the show:

Thank you, sponsors!

  • FSAstore.com. Use your flex spending account funds with the greatest of ease! Save $20 on a $150+ purchase with promo code AWESOME. 
  • Monday.comExperience a 14-day free trial of the Work OS that boosts the ownership, joy, and efficiency of work. 

Vishen Lakhiani Interview Transcript

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

Vishen Lakhiani
Pete, thank you for having me.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom. And, first, tell us about A-Fest. It seems like the coolest thing and I want to hear the story as to how it came about and what goes down there.

Vishen Lakhiani
Well, first, for those of you listening, A-Fest, it’s kind of hard to wrap your mind around that word. It’s A-F-E-S-T, it’s a festival I created 10 years ago because I wanted to be able to meet fascinating people, hang out in paradise locations, and grow my network. Back then I was just starting out my career, I was a kid in Malaysia, and I had bigger dreams in my tiny little country. Now, obviously, there’s no point talking about A-Fest because, like any other festival, it shut down for two years because of COVID. It’s devastating. I miss it but it’ll be back next year in 2022.

Pete Mockaitis
And what’s the A stand for?

Vishen Lakhiani
I’m laughing because I’m embarrassed to say so. So, the very first A-Fest started because I was fascinated by surfing. I sucked as a surfer. And in surf lingo, there’s that word, “Awesome, dude,’ so it stood for Awesomeness Fest because the very first happened at Witch’s Rock in Costa Rica, which is a famous surfing site. And I didn’t know there’d be 15 more of them all around the world but the word awesome stuck to it. Everyone got free surfing lessons when they showed up. And then when we realized that you couldn’t build a festival around the concept of surfing, we’d be awesome and it just became A-Fest.

Pete Mockaitis
Well, we love awesome here at How to be Awesome at Your Job so that’s kind of why I zeroed in on this one, and I think awesomeness is a great thing that needs to be celebrated via festivals. And so, I look forward to the day that that and other awesome events return to the world.

And I want to dig into more about feeling awesome versus miserable at work. You’ve got some perspectives here. Can you kick us off by maybe setting some foundational principles? Like, what’s missing from our work lives?

Vishen Lakhiani
Rather than what’s missing from our work life, let’s talk about a different concept and then it becomes evident what is missing, okay? So, this whole podcast is about how to be awesome. Now, I gave a speech once in Calgary and the speech was called “The Theory of Awesomeness.” I love that word.

Now, “The Theory of Awesomeness” suggested this. It suggested that there is a state, back then I called it the state of awesomeness. The word awesome in 2008 meant this for me. It meant being in a state of mind where there were two ingredients in your life. Now, the first ingredient is awe. It’s awe towards a future vision. That means there is something that excites you, that tickles you, that gnaws at you, that makes you want to build, to create, to produce, and you cannot wait to get this out to the world. So, that’s the first lever.

But there’s a second lever, and that second lever is, as you’re building, as you’re creating, you are not pushing forward your happiness. In other words, your happiness, your bliss, your feelings of magic and being in the flow do not come from you hitting your goal. They come from you moving towards your goal. In short, the awe is not towards the end goal but the awe is the journey.

Now, when you combine both of these together, what happens is you have a really wonderful state of human existence. You have a vision calling you forward but you also have bliss in the present. This is the ultimate state of human existence. It is to have visions that pull us forward but to be blissful in the now. It is the merger of your future and your present. It is why so many great men and women across history spoke about life in these esoteric terms.

For example, Bruce Lee said, “The point of a goal is often not to hit the goal. The goal is simply a force of direction.”

And then there’s this poem by this historical figure. So, I’d like to read this out to you, guys, because it illustrates this point of the dance between vision and bliss. This man wrote in his 82nd year, he wrote this down:

“I was early taught to work as well as play;
My life has been one long, happy holiday–
Full of work, and full of play–
I dropped the worry on the way–
And God was good to me every day.”

Now, when you listen to that, it sounds like some beautiful farmer like plowing his field, enjoying the sunshine, but that was actually written by John D. Rockefeller in his 80s. John D. Rockefeller created Standard Oil. He was the richest man of his era, potentially the richest man who ever lived if you count for the value of money back then. That was written a hundred years ago. But, again, John D. Rockefeller doesn’t talk about chasing goals. He talks about a life which was one long, happy holiday, full of work, full of play. His worry dropped along the way.

And this is just further evidence that people who are crushing it at work are not stressed out. They are not facing extreme anxiety. They are dancing this delicate dance between visions pulling them forward and bliss in the present. The dance between the future and the now, this is what I call the theory of awesomeness. And this is the state of awe that I think all of us need to be in. Now, this is what is missing from work. Because if you look at work, we see work as separate from play. We see work as separate from living.

And I remember once hearing Richard Branson say this, he was asked, “How do you balance life between work and play?” And he said, “Work? Play? To me, it’s all the same thing. I just call it living.” So, this is what I believe is missing from the way we’ve been trained to show up at our jobs.

Pete Mockaitis
Okay. Well, yeah, I’d love some more of that for sure. Tell us, what is the path by which we land there? Because I imagine if you’re Richard Branson or John D. Rockefeller or any professional, that they had some issues. I’m sure there’s some lawyers saying, “Hey, we’re suing you,” there are some acquisition targets they wanted to get but then the price was higher than they wanted to pay, whatever. So, like, they’re playing the business game at a higher level and they have disappointments, things that they want to happen but don’t happen, and things they don’t want to happen that do happen. So, how do we get into this rocket mindset where it’s all good?

Vishen Lakhiani
Beautiful question. So, to answer that question, particularly what you said, “I’m sure they have things that they want to happen that happens, I’m sure they have things that they don’t want to happen that happens.” I want to share with you a conversation I had with a famous business school professor. His name is Professor Srikumar Rao. And Professor Rao used to teach classes at Columbia, at Kellogg, at other famous business schools like London Business School, and there was something really unique about Rao. His classes were not on business. I mean, they were on business. This was an MBA program. But his classes, rather, explored the art of living. They were called classes on personal mastery.

And what Rao did was he would bring in wisdom from ancient sages like Confucius or ancient sages and saints from India, and he would implant this wisdom in the minds of his MBA students. Now, his classes were so popular, there was a line to get in through the door. Students who graduated from his classes would form alumni groups because they would bond so firmly with other students. I sought out Rao as a mentor after I saw a video of him giving a talk on Google, and that video blew my mind.

And so, I sought him out as a mentor, and as we became friends, I remember one day he came to me and he said, “You know, Vishen, all of this stuff that American business schools are teaching are bull.” Now, he didn’t actually say bull. He’s a very polite man. He used a far more polite word, I think, but I’m not a polite man so I think my brain changed it.

So, I said, “Rao, what do you mean?” And he goes, “What they need to teach is consciousness.” And I said, “But they do teach consciousness.” And he goes, “No, no, no, no, no. You’re confusing consciousness and ethics. Since Enron, all business schools teach business ethics. Consciousness is beyond ethics.”

And I said, “Well, do explain. What do you mean by the need to teach consciousness?” He said, “To be truly conscious, you have to understand one thing.” And I said, “Well, tell me, what is this one thing?” Rao went on, he said…Now, Rao, he’s a man of Indian origin. He’s American. He lives in New York but he speaks in his Indian accent so you can picture this in his Indian accent.

He said, “Business schools need to teach that the most important thing is not your business. If your business hits a billion dollars, it doesn’t matter. If your business fails, it doesn’t matter. The most important thing is, ‘Did you grow?’ If you become a billionaire, I don’t care. Did you grow? If you go bankrupt, you shouldn’t care. Did you grow?”

And he said, “The point of life is growth. When you make growth the number one thing, and you measure everything in, ‘Am I better today than I was yesterday?’ in some way, your life takes on a whole new meaning. Growth has to be the number one goal but we don’t teach that, do we? We teach chase the money, chase the career, and that is the problem with how we are training today’s business folks.”

So, that’s a very important lesson. Growth should be the number one thing. Now, back to the theory of awesomeness: vision and bliss. A core concept of growth is to make yourself better and better at being you. Now, when you make yourself better and better at being you, what happens is that all the bold things that you’re seeking to do, they come to you faster. As you grow, your business grows. You’ve read that from countless books on personal growth.

But the other aspect of growth is mastery of yourself. It’s not just becoming better; it’s becoming more comfortable in your own head. Now, what mastery of self means is being able to navigate the complex ebbs and tides of being human, being able to navigate extreme emotion, being able to deal with anger but not have anger consume you, go through failure but not have failure define you, see everything as “Is this helping me grow?”

Now, when you do that self-mastery plus constantly seeking to become better and better, That is how to be in a state of perpetual awe.

Pete Mockaitis
Okay. That’s awesome in terms of the mindset there in terms of, “Is this helping me grow? It’s all about the growth whether I hit the goal or I don’t hit the goal. It’s all good.” Well, so then let’s talk about some of this emotion self-mastery stuff. So, we’re just going to have to duck some of the naughty words and just say them freely so we can do this. So, for example, in your book The Buddha and the Badass, you talk about how we can master the art of unf-withability, which sounds like something I want for myself.

So, we’ve established some of the foundational ingredients for that. How do we move forward in terms of really developing, I don’t know if you want to call it a skill or a set of skills in the realm of emotional regulation self-mastery so that we get there? Because I imagine, Vishen, right now, if listeners say, “Okay, that’s my thing. I’m going to say, ‘Hey, is this helping me to grow? Am I making growth my number one thing? Okay, I’ve got that decision made internally and, yet, if a curveball gets thrown my way, I’m probably, the first time or two or many perhaps dozens of times, going to be feeling some of the stuff.” So, how do we take our first steps here?

Vishen Lakhiani
So, first, let’s set a vision. Remember what I said, right? You must have a vision. You must have a direction pulling you forward. Let me paint a vision of what I mean by self-mastery. And to understand this vision, I want to read you a poem from the Rumi, it’s called “The Guest House.” Now, the poem says this:

“This being human is a guest house.
Every morning a new arrival.
A joy, a depression, a meanness,
some momentary awareness comes
as an unexpected visitor.

Welcome and entertain them all!
Even if they’re a crowd of sorrows,
who violently sweep your house empty of its furniture,
still, treat each guest honorably.
He may be clearing you out
for some new delight.

The dark thought, the shame, the malice,
meet them at the door laughing,
and invite them in.

Be grateful for whoever comes,
because each has been sent
as a guide from beyond.”

This is the epitome of truly being able to have mastery over your emotional states. Our natural state should always be bliss. But this doesn’t mean that we push away sadness. This doesn’t mean that we don’t get annoyed by failure. It means we embrace these emotions. We open our doors to them, we welcome them as guests, we feel them, and then we move beyond them.

When you cultivate that, what happens is that you develop what, in psychology, they sometimes refer as resilience or grit. And this is one of the most incredible things you can have. Even if you look at people like Elon Musk, I once actually asked Elon Musk, like, “If I could put you in a blender and distill your essence, what makes you Elon?” And he said, “You know, I think what makes me who I am…” and so he answered this in 2013, he said, “…was my ability to endure extreme pain. I have high tolerance for pain.”

Now, high tolerance for pain simply means that if you go into the darkness, you embrace it and you move beyond it. Elon can accept his pain and then bounce back. But not everybody can. Many people, they sit in that pain. They make that pain define them, “I’m a failure. I suck. Why does this happen to me?” But that is not in the criteria of truly being able to become awesome at your job or at work. You must see pain as your friend.

And if you go through pain, what you want to ask yourself is, “Is this pain helping me grow?” Now, it turns out that one of the most powerful ways we grow is through pain.

In Zen Buddhism, they call this Kensho moments. Most of us go through Kensho or growth through pain. If you’re listening, ask yourself how many times has someone broken your heart. But because of that act of your heart breaking, you gained a better understanding of what you want in a relationship.

How many times have you been fired from a job – I’ve been fired twice – or been near bankruptcy? I’ve been there nearly three times. But it led you to greater fiscal responsibility or to finding a job that was even better for you. How many times have you ended up sick or in a hospital and it made you realize, through growth, that you go to take better care of your health?

So, you see, when you understand, when you make growth your number one goal, that’s the first rule, you start to see suffering and pain as Kensho, as a lever for growth, as the great educator, as the wakeup call. And that mindset shift is one of the key ingredients of people who are really doing awesome at work.

Pete Mockaitis
Yes. So, I’d love to get your view then, when it comes to growth “Am I better today than I was yesterday in some area?” do you have any particular ways that you love to capture, measure, gauge, quantify that growth? We talked about the business metrics not mattering so much, but they’re so easy to measure. We can see in the bank account, we can see in the income statement, the revenue growth. What is trickier to graph or measure or see or appreciate can be some of the internal growth things. How do you recommend we get our arms around that?

Vishen Lakhiani
So, firstly, if your audience is on MindValley, they would already know the answer. Now, on MindValley, there’s a free tool that you can use. It’s Life.MindValley.com. It’s a 22-minute assessment that has you measure your life from 12 aspects of personal growth.

Emotions, for example, is one, “What are your persistent emotional states?” That’s like what the Rumi poem spoke about. Finance and career are two common ones that are very much spoken about in the American education system. But then there’s also relationships, there’s character, “How are you with your habits, with your routines, with your values?” There is your physical fitness, your spiritual states. There are 12 different things or dimensions of life. And by taking this survey, Life.MindValley.com, you get a score and you also see where you stand among the hundreds of thousands of people who have also taken the survey.

Now, what the survey tells you is where you might be crushing it and where you might be lagging behind. And when you see where you’re lagging behind, that is what you want to start exploring further.

Vishen Lakhiani
Now, the thing about your career is that you want to specialize. If you’re a designer and you want to increase your hourly rate, you go deeper and deeper and deeper into design. You become the best designer you can be. You don’t jump from design to, say, copywriting. But in your personal life, you don’t specialize. You have to be balanced.

You cannot be crushing it at work, be making millions of dollars but have a messed-up relationship with your family, nor can you be the ultimate mom or dad, the ultimate family person but be completely broke. You need balance. There’s a certain wheel of life that has to be balanced out. And this is why this assessment that we made free helps you identify where you might be off kilter.

Pete Mockaitis
Well, so then we talked about different areas of life. And when we used some of the words like crushing it versus lagging behind in a performance-achievement-y world, kind of bring me up to another point of yours I wanted to discuss. And you say that hustle as the path to success is a myth. And we get some things wrong about hustle. Can you set us straight?

Vishen Lakhiani
Absolutely. So, there’s this prevailing theory out there that hard work is what makes you successful. There are many people like Gary Vaynerchuk who speak about hard work. But hard work only applies if you’re a lazy bum and you’re just hooked on computer games. Then get off your butt and hustle and put in some work. But most of us are not like that. The typical person listening to this podcast isn’t some guy hooked on computer games.

In that scenario, hard work is actually dangerous. You see, we have to move in life in a balance, and all the most remarkable people who are really successful do not work hard. Jeff Bezos just gave an interview, and he said, “You know, I sleep eight hours a day.” That’s a lot more than the average American. The average American sleeps 6 hours 52 minutes a day. Jeff Bezos, eight hours.

I’ve spent significant time on Necker Island with Richard Branson and I observed how Branson works. He has this beautiful balance between work and then play. He will be on his mobile phone on a hammock. He doesn’t have a laptop, everything is on his mobile phone, and then he’ll go swim in the ocean and kite surf for an hour, then go back to his mobile phone. It’s a beautiful balance. Now, I call that dance the dance of acceleration and navigation.

You got to accelerate at your work but you got to step back. People like Steven Kotler who wrote a book on high performance says that after about three and a half hours, you got to go from acceleration to navigation. And navigation is where you sit back and you think. In my case, I like to relax with a cup of tea and just think, or even take a nap, or meditate, or read a book on poetry or personal growth, then you go back to work. That dance, acceleration and navigation, happens in the day but it also happens in the month.

For example, I’m going to be working a 60-hour week this week but following that, I’m flying to the Maldives to spend eight days in a paradise island in navigation. Now, in navigation, I’m not doing what we think of personal work. I’m writing, I’m journaling, I’m reading books on personal growth. I’m working on new manuscripts. This is how, it turns out, the top performers work. When they work, they are protective of their physical state. And now, science is starting to back this up.

For example, Shawn Achor who wrote the book The Happiness Advantage cites study after study after study that shows that happiness, or positive states, directly correlates with work performance. Examples, doctors who are happy are 19% better at diagnoses. Salespeople who are optimistic, 55% better at closing sales.

Now, Shawn Achor’s work has been developed further by another researcher called Shirzad Chamaine. He wrote a book called Positivity Quotient, and what he did in his studies is he found that the number one factor of high-performing teams is they are positive states. The more often the team is in a positive state, the better the performance of the team. And it turns out that to create these positive states, you don’t overwork yourself. You got to play that dance.

Now, in America, we’ve created this awful rule that hard work is a path to success. You know who created those rules? The robber baron, the titans, the factory owners who want people slogging away at a factory.

It is a lie that hard work results in success. It is an awful lie. It breaks lives. It destroys relationships. It messes up with your health. Work and productivity is the dance between focus, between acceleration, moving towards your goals, and watching your emotional states, and putting yourself in the optimal states where you can think, you can create, you can ideate.

Pete Mockaitis
You used rule, which is one of the main things I associate with you – brules. And one them is that, hey, hard work is the key to success. And you say, nope. In fact, adapting that mindset is problematic. So, can you define for us brules, and give us some other examples, and make sure how we conquer them?

Vishen Lakhiani
So, a brule is what I coined in my first book The Code of the Extraordinary Mind in 2016. Brules are a simplification of a complex world. When we look at the world, we create rules to help us navigate this complex world of human dynamics. These rules come from culture, from beliefs, from religion, from a country’s government, from our teachers, our preachers, the media, and these rules have a purpose. They help us navigate.

We know that when someone greets us, to say, “Good morning.” We know to say “Thank you” to a waitress. Easy rules. We learn these as kids. But then there are brules that serve not much of a purpose but are just blindly carried forward from generation to generation to generation. What are brules? Well, hard work makes you successful is a brule.

Another example of a brule might be, in terms of how we define relationships, how we think about our health, how we think about money. The question is what may be a brule to one person, may not be a brule to another. The way to understand is to look at your life. And Alan Watts, the great philosopher, suggested this exercise. Ask yourself, “What do I believe? Because I learn through my own experience is true,” versus, “What are my beliefs that I were told is true?”

Now, when you start putting this together, it’s a disruptive exercise. Let me ask you this question. What is it that you came to understand as true because you discovered it to be true?

Pete Mockaitis
Oh, well, there are so many things. I mean, it is disruptive in that it is so all encompassing. We could talk about it small and big in terms of like the nature of reality and human existence, or productivity strategies. So, yeah, I’m just looking at a glass of water right now, and so one thing that I believe to be true, from a lived experience, is that drinking plenty of water feels great in terms of making me feel alive and vital and healthy and smart and sharp, and it’s also very easy to forget to do, and then wonder, “Why do I feel so crappy?”

Vishen Lakhiani
Right.

Pete Mockaitis
So, that’s just like a visual stimulus, there’s a cup of water there, so that’s one thing.

Vishen Lakhiani
Yeah, exactly. That’s great, right? Now, what is it that you took to be true because you were indoctrinated into it?

Pete Mockaitis
Yeah. Well, I guess, this is so small stakes but while we’re on the topic of hydration, like someone said, “Oh, you need to have eight glasses of water a day.” And that’s just something that’s just repeated and I’ve sort of dug into the science behind it. It’s not really founded anything, it’s like, “How big is the glass? Who says eight? What if you’re like a tiny 80-pound woman or a Mr. Olympia hulking bodybuilding man, like, one size does not fit all? That’s silliness.”

Vishen Lakhiani
Well, here’s a bunch of other brules that most people believe not because it’s real but because they were told to believe it. One is, “A woman’s place is in the home.” Another one might be, “You need a college degree to get a job.” And so, there are so many brules that we blindly take on without evidence simply because that’s the way it’s always been.

Remember that great quote from Steve Jobs? He said, “At a certain point in life, you come to realize that everything we think about life is made up by people no smarter than you. And you can change things, you can poke things, you can make things happen. And once you understand that, your life will never be the same again.”

Pete Mockaitis
Yeah, that’s powerful. And so, let’s just take, “Well, hey, you’ve got to get a college degree to get a good job.” I think that that’s something that, yeah, that’s just sort of in the air, and there are some truths to it in terms of we could look at some stats to show that, on the whole, people with college degrees earn more than those who don’t, or we could look at many individual job posts that claim “Must have a bachelor’s degree in these or related fields.” So, there’s a smidge of evidence that can point you in one direction, although I know of truckloads of evidence that say that that’s not true at all.

So, yeah, what’s the next step? We take some time to say, “Okay, hey, what are some beliefs that I’ve come to understand in my own experience?”

Vishen Lakhiani
Well, what you’re asking me to do is to simplify life, is get the great secret of life in the tiniest soundbite as possible, and you can’t do that because everybody has to discover their own secret.

Pete Mockaitis
All right. Well, that’s probably a fine transition point, can you share with us a favorite quote, something you find inspiring?

Vishen Lakhiani
“The most extraordinary people in the world do not have a career or a business. What they have is a mission.” And what I mean by this is that you would do the work that you do even if you didn’t get paid. It is your mission. It is your art of living. It is your contribution to the world, and this sums up that idea I said earlier.

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

Vishen Lakhiani
One of my favorite experiments, and this actually has to do with what we were talking about earlier, that positive states, that positive emotions, amplify your productivity at work. So, Shawn Achor did an experiment, I believe it was at the company First National. The CEO Gary Baker, he said was not a numbers guy, and Shawn wanted to suggest to Gary Baker that if he wanted to transform his company, he needed to do a simple 2-minute exercise with all his managers every day.

So, Gary Baker thought it was a joke but he decided to try it. Now, this was the 2-minute exercise. The managers, when they started their day, would set a timer for two minutes, and in no less and no more than two minutes, they would open up their email and write an email of appreciation to someone else in their company. Shawn Achor said anything beyond two minutes is too much of an obligation, less than two minutes is ideally too short.

So, Shelly might write an email to Tom and say, “Hey, Tom, just wanted to appreciate you for the wonderful idea you gave me last night and helping me improve my keynote presentation.” That’s it. Now, what they found is that in one year the company started to go through like a radical transformation. They went from 650 million in revenue to 950 million in revenue with no new headcount.

The number of job applications went up 237%. All of this because employees were spending two minutes a day appreciating each other. And it goes to show that emotions and our states of bliss really have a massive impact on our job. Shawn Achor said, “What was going on is that as you appreciated someone, you were actually practicing a form of gratitude. You were recognizing elegance, beauty, like great work. And then when they replied, you were getting another dose of happiness because you are being recognized for appreciating someone. It’s a beautiful cycle.” But that surge in positivity that it caused within an organization was transformative for Gary Baker’s company.

And this is probably one of the most interesting studies I’ve come across. I wrote about it extensively in my book The Buddha and the Badass.

Pete Mockaitis
And how about a favorite book?

Vishen Lakhiani
I’m holding it up right now, The Poetry of Rumi.

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

Vishen Lakhiani
Airtable. You got to love Airtable. It’s a no-code coding software. It allows me to build any application I want to make myself more efficient in any way.

Pete Mockaitis
And a favorite habit?

Vishen Lakhiani
Well, taking supplements every morning, but also meditating to “The 6 Phase Meditation” which is a meditation process I pioneered. There’s going to be a book coming out on it. It’s a meditation process used by super performers in just about every field. And it’s about retraining your brain to operate in that state, that dance between vision and bliss. It’s called “The 6 Phase Meditation.” You can find it on MindValley or you can Google it.

Pete Mockaitis
Oh, cool. Thank you. And not to go too deep down this one, I’m sure we have a full episode on supplements, but give us the hitlist, top daily supplements that Vishen swears by.

Vishen Lakhiani
Magnesium to help you go to bed. I believe in healthy sleep. 5HDP, wonderful in the morning.

Pete Mockaitis
All right. Thank you. And is there a particular nugget you share that you’re known for, people quote back to you frequently and ascribe to you?

Vishen Lakhiani
People love some of the words I created to help us navigate the world, words like brules. Conscious engineering. All of these you’ll probably find in my book.

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

Vishen Lakhiani
Follow me on Instagram @vishen or go to MindValley.com.

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

Vishen Lakhiani
The most important thing you can do, which will transform your life, transform your job, is to get a MindValley membership. It will just freaking change your life. Go check it out.
Pete Mockaitis
All right. Vishen, this has been a treat. Thanks so much and I wish you lots of luck in your growth adventures.

Vishen Lakhiani
Thank you. Thank you for having me.

645: How to Make a Bigger Impact by Connecting First with Dr. Melanie Katzman

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Melanie Katzman shares strategies for establishing a great connection to facilitate great work.

You’ll Learn:

  1. The trick to a great first impression
  2.  The one question to gain better perspective
  3. The listening hack that makes all the difference 

About Melanie

Dr. Melanie Katzman is a business psychologist and coach to the world’s top public and private companies. Her latest book, Connect First: 52 Simple Ways to Ignite Success, Meaning, and Joy at Work, is a #1 WSJ bestseller. 

She has delivered workshops and keynotes to organizations worldwide for three decades. During COVID-19, she is an especially sought-after virtual speaker, giving groups the tools for coping with newfound daily stressors, teaching immediately actionable techniques that have meaningful and enduring results. 

Melanie has been featured in the financial and popular media, and has appeared on numerous podcasts and television outlets. 

Resources mentioned in the show:

Thank you, sponsors!

  • Blinkist: Read or listen to summarized wisdom from thousands of nonfiction books! Free trial available at blinkist.com/awesome

Dr. Melanie Katzman Interview Transcript

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

Melanie Katzman
Thanks so much for having me, Pete. I’m excited to be here.

Pete Mockaitis
Well, I’m excited to talk about your wisdom and Connect First. Great title. My hats off to you.

Melanie Katzman
Thank you.

Pete Mockaitis
Can we kick it off by hearing about maybe the most surprising and fascinating discovery you’ve made in the process of putting together the book Connect First?

Melanie Katzman
Sure. So, Pete, I’m a clinical psychologist with decades of experience seeing people individually as a therapist. At the same time, I’ve been a corporate consultant to both startups as well as large multinationals. And one of the things that I found is that no matter where I was working, no matter who I was working with, whether it be in America or other parts of the world, people at their core, are all wired the same.

We all want to belong. We want to be recognized. We want information. We crave praise. We want to be appreciated. And so, in creating Connect First, what I was able to do was pull from the experiences I have as both a therapist, as a consultant, and put that all together in a way that I hope communicates to everybody that we need to connect first through our common humanity.

And the surprise, the delight in the book and in the book tour, has been that people really resonate with that message. It just makes sense. It is what people experience. And particularly during a pandemic, it’s what people crave, that human connection. So, it’s a delightful surprise, it wasn’t a full surprise because it’s exactly why I wrote the book.

Pete Mockaitis
Okay. So, we talk about connecting first, maybe what’s the alternative? What do people do first if not connect that’s problematic?

Melanie Katzman
So, many people at work are so focused on being transactional, getting the job done, that they forget that the thing that you have to do first is to establish a relationship with people, you need to slow down to speed up. If you don’t develop trust, then you can’t actually ask people to push, to prod, to innovate, to take chances, to deal with conflict. And, too often, people show up at the office and just feel like, “If someone is being paid, they need to do it,” and, “If I ask, and I’m the boss, it should happen,” versus, “I need to actually demonstrate and establish respect and trust.”

Similarly, people will say, “Oh, we have an inclusion program.” And, somehow, because we have a program or a poster that that will somehow translate into people really feeling as if they have a seat at the table. And as we know, it’s a lot more complicated than that.

Pete Mockaitis
Okay. So, boy, the word should there really perked my ears up in terms of it’s sort of like we have these expectations or assumptions about how the world ought to operate, and if yours is that people should do awesome, innovative, stretched, extraordinary work because they’re getting a paycheck, we’re saying that worldview is not accurate to reality.

Melanie Katzman
I just think that what we know, what science shows us and I think many of our experiences demonstrate is that people do better work when they’re internally, intrinsically motivated, that money makes a difference to a point but, actually, to get passion, well, we talk about passion. We want passionate purpose-driven people on our team.

Well, passion is hot. It’s not cognitive. I can think I want to do a good job but I’m going to be really driven and passionate about doing a job because I care. That caring comes from an emotional connection to the work and to the people I’m working with, and that requires the human connection.

Pete Mockaitis
Yeah, I think people ask me, “So, Pete, how do you be awesome at your job?” just like at a party or something. I like, “Boy, 600 interviews, how do I distill it?”

Melanie Katzman
How do you distill it? What do you say?

Pete Mockaitis
I’m still figuring out, it’s like, “Okay, can I give you five things? One of them is caring.”

Melanie Katzman
Right. Like, “We could just say be a human.” I mean, that sounds ridiculous but people show up at work and they feel like they should be an automatron, and they should just churn it out versus “I’m really going to be thoughtful about how I approach my requests, how I deliver my work, the words I choose, and who I choose to say them to and with.”

Pete Mockaitis
That’s beautiful. Okay. Well, so then you described 52 separate actions in your book, which is a bundle – I love it – and that’s organized into seven main themes. Could maybe give us the rundown, 30 seconds to a minute, on each of the seven themes? What are they?

Melanie Katzman
Sure. And they’re actually built on each other. So, when I first decided to write this book, people are like, “Wait. So, this is like a Ms. Manners for business?” I’m like, “No, no, no, no. We’ll start with the basics.” So, the beginning of the book is all about establishing trust. Just getting the basics right, like saying “Please,” and, “Thank you,” making eye contact. Like, the first chapter in the book is smiling. Like, “I smile at you, you smile back.” That’s not hard work.

Pete Mockaitis
Well, that’s my favorite.

Melanie Katzman
Right? Even behind your big microphone, I can see you’re smiling, and it’s actually one of the problems we have now with masks. You can’t see the smile. But a smile is really, you know, it just gets us going as people. So, the first chapter is smiling. And then I go on to review other basics, all the things we know we should do but we forget to do, right? That’s the thanks-you-s, the please-s.

Then, from there, it’s “Use your senses.” See everybody, not just the people who you think who are important. Not the people who you think have influence or were the buddies, the ones who look like you, you’re comfortable with. See truly everybody. Listen. Don’t just try to hear, to reload, so that you can make your point louder and more definitively, but actually listen. Eat with other people. Breaking bread, old-time ritual of really a way of getting to know someone.

So, I talk about the importance of using your senses – seeing, hearing, eating, really quieting yourself and your internal dialogue to know what’s happening around you. Then be popular. And I use that kind of purposely, provocatively. Be the person people want to be with. So, come bearing conversational gifts, help the people that you’re with. Be smarter because they’ve been with you and because you’re willing to share.

And then we want to clear conflict. And how do you clear conflicts? It’s really having the confidence to say no to certain things, to say yes to others, to give feedback as a gift, to really be unafraid in entering some of those scary conversations. And then it’s really about being inclusive, in casting a wide net. And I even have chapters about how to be a good host, which people say, “That’s funny. This is a job. People are coming into my office.” I’m like, “No, no, no, you need to be responsible for the curation, for the comfort you create.”

And then we want to face the future unafraid. And that’s really if you have established respect, if you are seeing beyond your immediate box, if you are unafraid in tackling difficult conversations, then you can really collaborate with multiple stakeholders, bringing lots of voices into the room, ask questions that don’t have answers and be unafraid of what bubbles up.

And so, I really then talk to people about honoring history at the same time that you’re looking towards the future, embracing aging, embracing difference, and, ultimately, the book ends with a dream. Dream big. So, we start with a smile, we end with a dream. Start with the basics and then end with all of the ways in which you can apply these 52 suggestions so that you can build a different world, build a different culture at your company, and feel better at your job, which is why I dared to have joy in the title, because a lot of people are like, “Joy at work? That’s an oxymoron.” I’m like, “Nope, you get the positive results when you have joyful people pursuing meaningful work. And that creates a success.”

Pete Mockaitis
Oh, beautiful. Thank you. Okay. So, we have seven themes, and they’re sort of stair-stepping up, starting with establish respect, engage the senses, become popular, grow the loyalty, resolve conflicts, fight fear, have a big impact, we start with a smile, we end with a dream. Awesome.

So, now, within these seven themes, we got 52 actions, which is a lot of actions. So, we love the 80/20 principle here on How to be Awesome at Your Job. So, could you zero in on a couple, I don’t know, two, three, five, that just have just the disproportionate impact on making great connections? Maybe they’re high impact, they’re easy to do, they’re often overlooked. What are sort of the like the bullseye actions that make all the difference?

Melanie Katzman
And, by the way, you raised the fact that it’s 52, and that can seem really daunting, but one of the things I encourage people to do when they get the book is to read it in a way that suits you. It’s written with for the attention-deprived executive or worker so that you can dip in, get the information you need for the moment that you’re in.

So, if you’re in the middle of a conflict, you’re going to be, “What do I need to do? Well, this person seems like someone I can’t relate to. Let me pull these few chapters.” You can kind of go in and get what you need when you need it. But, on the other hand, you could also read the book as a yearlong exercise in personal development so that you can do a chapter a week.

Now, in terms of a couple of my favorites, like one of my absolute favorites is “Got it.” And those are two words that change the whole demeanor of work. So, I’m sure you’ve been in this situation, many of my clients have been, I have been, where you shoot off an email request and you look, you glance, “Where did it go? I asked for some information. I need it to be able to enact whatever transaction I’m doing, the deal I’m trying to close, the work I’m trying to complete, and I don’t know whether someone is working on it, I’ve been spammed, I’m not important.”

And whether you are the boss or you are the underling, when somebody doesn’t respond to your request, you don’t know how to take the next step. And we all want to manage our own time, but if you don’t know when the response is coming, or if it’s coming, then you can’t deal with your own timing, which is an incredible empowerment, and it’s this experience of disrespect.

So, I encourage people to say, “Got it.” And for extra credit, “Got it. Your answer is coming in 10 minutes, or it’s going to take me some time to pull the numbers together. I’ll get back to you tonight,” or, “Got it. I’m working on X. Should I re-prioritize to work on Y because this is an important request?” So, I encourage people to use those two words.

Pete Mockaitis
Or even “Got it. I’m afraid I’m not going to be the person who can help you with this.”

Melanie Katzman
Exactly.

Pete Mockaitis
So, that still helps them with their timelines and what to do next.

Melanie Katzman
Advance the ball, right? Say, “Got it,” so then you know. The other really super simple, call people by their name. Like, it is a neural hack. People snap to attention when they hear their name, and too often we don’t call people by their name, or working in diverse organizations, people make up a name that’s easy for them to remember or pronounce.

Pete Mockaitis
Champ. Sport.

Melanie Katzman
Right. And it’s like it happens all the time, but it’s so easy. If I address you by your name, you feel like we already have a connection. If I can’t remember your name, but I remember your face, I can say, “Hey, Pete, I remember like a few years ago…” “Hey, guy, I don’t remember your name but we had such a good conversation. Remember we were standing at the coffee area at the conference, looking at X…” And then you go, “Okay. She cares enough, remember your name.” So, there’s all sorts of tricks to that, to like asking people the history of their name. It’s a quick way to understand someone’s background. So, it sounds simple, but like say, “Got it,” call people by their name.

Moving along the line. Another thing I would say is ask a beautiful question. Come prepared to ask a great question. It honors the person. So, when you do interviews for potential candidates, if someone asked a question that could be answered on the website, what have you learned? You’ve learned that they’re lazy, right? If somebody comes and they have already done the research to ask you a question that reflects what they and how they think, they are going to impress you and then you can also answer them in a way that can engage them.

And so, a lot of different suggestions within the book have to do with bringing what I call conversational gifts. Doing your research so that you’re showing up ready to have a good conversation. And preparing a good question doesn’t take a lot of time but does make a huge difference.

Pete Mockaitis
So a beautiful question, so how that gets formulated, one is that you’ve done your homework and your research as opposed to a lazy question that’s readily available in press releases or website.

Melanie Katzman
Right.

Pete Mockaitis
Another is that you’ve done some real good thinking. Any more ingredients or steps or pro-tips for formulating a beautiful question or maybe some examples?

Melanie Katzman
So, I will work with people who are high potentials who are being coached at their company’s request by me, and that’s one set of engagements I have. The other is people will be coming to me when they’re wanting to transition to another role, or they have lost their job and they’re looking to repackage themselves to reenter the workforce.

And so, what I will say to people, I say, “If you’re going for the classic informational interview, so you’ve got a foot in the door, so do the research on who you’re meeting with and what their place is in the market. What are the questions they might be asking themselves and what is information that you have that connects the dots in ways that they may not have thought about before?”

So, for example, I’m going for an interview at a production company, and they make educational films about climate change. So, I’m going to show up and I can either say, “So, tell me who are your founders? Or, are you tackling this topic or that topic?” or I might want to say, “Hey, I’ve noticed that there’s a tremendous increase and demand for school-age programming but there’s an absence of quality product out there.”

“For example, so and so is doing such and such, so and so is doing such and such, but actually your sweet spot seems to be the creation of these kinds of products and you haven’t looked at the school market yet. What would you think about doing that? You could tackle this kind of climate question in this kind of way, educate people, fulfill your mission but also answer an area in the market that’s underserved.”

So, you’re coming in and you’ve done some strategic thinking, you’ve analyzed the marketplace, you’ve looked at what they provide, and you’re offering an opinion. Now, some people will say to me, “I should be paid before I offer up that perspective,” and I would say, “You want to get a job that you’re going to be paid well? Demonstrate that you’re worth it, come and be generous in your thinking and in your willingness to share your thinking.”

Pete Mockaitis
And if you already have the job, I mean, yeah, you’re just there all the time with regard to the meetings and having researched some things and noticed some things that maybe other people haven’t. Well, I just love that so much because I think about being on the receiving end of those questions in terms of, “I’ve actually never heard that organization you’re citing. I wasn’t aware of that trend that you’re pointing out.”

Melanie Katzman
Exactly.

Pete Mockaitis
“You seem brilliant and I want you close by so I don’t overlook something really important.”

Melanie Katzman
But that’s exactly it. You can’t go wrong if you help people be smarter. And the other part of that is when you’re networking, both internally networking or externally, because often times when people are coming up for promotion, or want to be coming up for a promotion, it’s important to do some victory laps around the organization, talk to people, have them get to know you.

I think some of the great questions to ask are you go to someone who you admire in the organization, and say, “How do you get your information? What are the things that you read? On your commute, how are you spending your time getting information?” everyone likes to talk about themselves, and most people like to stop and think about, “Yeah, how do I do that?” And if I want to have the strategic capability of someone who’s very senior in my organization, I want to know what they’re inputting into their internal computer so I’m getting access to some of that good data.

Pete Mockaitis
Oh, that’s so good. And what’s so funny is there’s often blogs that you may have never even heard of that really have so much good stuff. I think there’s one about law, like Above the Law, or one about accounting that’s kind of edgy, and it’s sort of like, “I’ve never heard of that.” And I think maybe, I don’t know, a quarter or so of the people in the field may have, or it’s like, “Oh, yeah, I’ve heard about that. But is that really worth looking at?” It’s like, “Oh, this super smart person is there all the time.” “So, apparently it is. Now, I know.” And that’s available right there, just get that curation step.

Melanie Katzman
Absolutely. What I do, non-pandemic times, one of the things I do was I lead leadership retreats in different parts of the world where I bring people together from very different backgrounds and very different nationalities and sectors to understand particular issues of the moment, and we will invariably end up in traffic because it’s just part of the job. And one of the things that we’ll do is just, I’ll say, “Hey, what’s the top five things that are coming up in each of your Twitter feeds? And where is it coming from?”

And it’s fascinating. You have people there that are Chinese entrepreneurs, and French politicians, and Brazilian businessmen and women, and a tech exec from California, and what they’re listening to or reading is so profoundly different, And at a time that we know that we can end up in our own reverberating echo chambers, understanding what different people are accessing is so informative. So, it’s just a really fun great question.

Pete Mockaitis
Well, that is beautiful. And I want to hit a particular action you highlight which is to listen to inspire. How do I do that?

Melanie Katzman
Well, one of the first things is, as I was saying earlier on, like, to really listen. So, too often I think we listen to reload, “So, I go with what I want to tell you. So, I’m just busy formulating in my head my response,” versus, “I’m listening to you to understand what you want me to really hear.” And I think a mistaken impression often is that we need to demonstrate empathy, that I’m listening to someone and I’m a good listener, I’m having an empathetic response, so I’m searching my autobiographical library for something I can say to show, Pete, that I can relate.

While I’m doing that, I’m not listening to what Pete is really saying. So, rather than focusing on me and what I’m going to do when you stop talking, I need to quiet down inside and actually listen to what you’re saying, show that I’m paying attention. And any kind of visual contact, I think the challenge is to keep your mouth closed and to show interest without using your words. And it’s an exercise I do with people when I am running programs because it’s super hard to listen without speaking and, yet, it’s very impactful when someone listens to you without speaking. It brings you in by their head nods, by their eye contact, by their smiles, by their hand motions.

And an interesting point from my experience has been that when I do encourage teams to have conversations where someone is speaking and nobody’s interrupting for over five minutes. Imagine, over five minutes, it seems like it’s endless. The first minute, people are talking, it feels really good to be listened to. The second minute, the other person is just listening and shaking their head but not saying anything. It feels awkward. The third minute, someone starts, the person who’s speaking, speaks more and adds more detail. The fourth minute might go a little awkward. By the fifth minute, they have revealed something they were never planning on revealing.

And so, five minutes of uninterrupted attention will generally get a much deeper fuller expression of what’s going on, and it’s a little investment for a huge impact. So, to listen to inspire, shut up. Shut up inside and shut up outside. Just listen and absorb and demonstrate your engagement.

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

Melanie Katzman
Okay. I think one thing I just want to mention is that we are having this interview during a pandemic, and as a psychologist working in business, I am so struck by the difficulties that people are having and that we need to take this seriously. Like, there’s a pandemic right now that’s related to a virus but there is a tsunami of mental health crises that is just going to pound us if we don’t take measures now to help people set clear boundaries between work and home, between the beginning and the end of the day. We need to listen carefully to the distress signals that people are sending up, some are much more subtly than others.

A lot of my work these days has been in delivering webinars for companies in lieu of the in-person talks and keynotes I usually do, helping provide a safe place for people to talk about the ways in which they can communicate better when they’re working from home, and ways that they can establish the human personal connection at work in the absence of physical interactions. So, I think we are physically-distanced and psychologically and socially desperate for connection. And companies need to work hard to answer that need.

And so, my big message is, to whoever is listening, really stop, listen deeply, pay attention, and put some effort into helping these connections unfold because if you don’t, I think you’re really going to end up with a very exhausted and debilitated workforce.

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

Melanie Katzman
I think one of my favorite quotes, maybe it’s part of the reason why I wrote a book has lots of steps, and it’s a Chinese philosophical quote, “A journey of a thousand miles begins with a single step.”

Pete Mockaitis
All right. Thank you.

Melanie Katzman
You got to start moving to make things happen and it’ll just be a little step.

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

Melanie Katzman
So, I love to look at neurobiology as a way of inspiring us in the office and in the workplace. And one of the studies I think is really important is it’s an fMRI study that shows you how your body heats up in reaction to different emotions. And there’s research that shows us that love and anger physiologically look very much the same. We kind of light up red if you look at these fMRIs.

And it’s important because they are emotions of approach. So, I don’t know if I want to hug you or I want to belt you, but either way I’m having a lot of reaction to you. And I think in the workplace, we often forget that when someone is really worked up about something and they seem pissed off and angry and even difficult, it may be because the person cares so deeply.

Pete Mockaitis
That’s really true.

Melanie Katzman
So, I love that piece of data because it really affirms what I see. The problem child that I’m called in to coach is often the person who’s just caring so much.

Pete Mockaitis
That’s so true. Like, I don’t get upset about things I don’t care about, and it happens in work frequently. And it’s easier if I just don’t care.

Melanie Katzman
Exactly. But sometimes I have to coach people, “Don’t care so much,” right? And so, I just think it’s an important factor for us to consider that the person who cares so much may be sometimes the individual on your team who can seem the most difficult and the most challenging, so we want to value that passion and help that passionate individual channel that energy into the most effective way.

Pete Mockaitis
Thank you. How about a favorite book?

Melanie Katzman
There’s a classic called Feeling Good: The New Mood Therapy, which is actually the new book was written in 1970 something. But I really like it because it’s about, “How do we change the things that we can change, control the things we can control, and learn how to focus on those particularly at times when we’re feeling out of control, depressed, or helpless?”

And what we find is, you know, my favorite psychologist or consultant joke is, how many consultants does it take to change a lightbulb?”

Pete Mockaitis
Oh, I think I know this one. Oh, I know a therapist. I don’t know about consultants.

Melanie Katzman
I’m a therapist and a consultant so I go between the two. So, which is the answer?

Pete Mockaitis
Well, I’m not going to give the punchline. Take it away, Melanie. Take it away.

Melanie Katzman
Oh, you’re not? Okay. The lightbulb has to want to change itself, right? And so, ultimately, the power is with us. We need to be able to change ourselves. And sometimes it’s changing our actions, sometimes it’s changing the way we think. And so, my answer to your question, given the times we’re living in, is that there are some things that we can change and there are some things we can’t, but to be able to survive and thrive during this period, we need to change the way we think or perceive or assess things in the moment.

Pete Mockaitis
All right. Thank you. And how about a favorite tool?

Melanie Katzman
My paper and pencil. I have all sorts of electronics that help facilitate my work but I find that having a daily list that I write down helps me track and prioritize what I’m going to do, and it feels great crossing it off versus just hitting delete. So, I like a paper and pencil.

Pete Mockaitis
Okay. And, tell me, is there a particular nugget you share that you’re known for, people quote it back to you frequently or Kindle book highlighted all the time?

Melanie Katzman
Well, I think, oftentimes, it has to do with a lot of what we’ve been talking about, which is you have to slow down to move fast, that the investments in making a strong connection is really a very small one in terms of time, but if you are intentional with your actions, you’ll have a very big impact. So, small acts of human kindness have huge and rewarding impact.

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

Melanie Katzman
Follow me on Twitter, Facebook, Instagram, LinkedIn at Melanie Katzman. And all of these different social media platforms, almost every week I put out a minute of advice, so you can grab a minute with Melanie and it’s just very topical, practical advice that helps you just be better in that day and, hopefully, in that week.

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

Melanie Katzman
Yeah. It’s up to you. It doesn’t matter whether you are in a cubicle, whether you are working out of a closet right now, or whether you’re occupying a corner office, that it’s up to you and how you behave. And that will change and impact the culture of everybody around you. And that if you want to have joy and meaning at work, you make it happen by what you do and how you do it, and how you do it with people who you might not even think to include but probably should and could and will benefit by doing it.

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

Melanie Katzman
Thank you so much. And it was great to be connected to you, and thanks for a great interview.

644: How to Sharpen Your Skills for Jobs That Don’t Exist Yet with Michelle Weise

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Michelle Weise sheds light on the learning challenges professionals will face in the near future—and how we can prepare for them.

You’ll Learn:

  1. How to surface your hidden skills
  2. How to keep AI from making you irrelevant
  3. Nifty tools for upskilling quickly

About Michelle

Michelle Weise was just named to the Thinkers50 thinkers to watch in 2021. She is senior advisor to Imaginable Futures, a venture of The Omidyar Group, and BrightHive, a data collaboration platform. 

She is former chief innovation officer of Strada Education Network and Southern New Hampshire University. She led the higher education practice at Clay Christensen’s Institute for Disruptive Innovation. Her most recent book is LONG LIFE LEARNING: Preparing for Jobs that Don’t Even Exist Yet (Wiley, 2020). Her first book, with Clay Christensen (2014) is Hire Education: Mastery, Modularization, and the Workforce Revolution.

Resources mentioned in the show:

 

Thank you, sponsors!

  • MunkPack. Save 20% on delicious, keto-friendly snacks at Munkpack.com with the promo code AWESOME.

Michelle Weise Interview Transcript

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

Michelle Weise
Great to be with you, Pete.

Pete Mockaitis
Well, as I was reading all about you, one thing that I found, I guess, touching or moving or wanting to touch up on for a moment was we’ve spoken with some people who have worked and written books with Stephen R. Covey, and it was just sort of beautiful to hear some memories of that great man and teacher who’ve lived on, and, likewise, I wanted to hear a bit from you, to start us off, about working with Clayton Christensen. What’s something folks should know about him and who he was when you were collaborating with him?

Michelle Weise
He was one of the most generous people. He would always kind of make you feel like you were the most important person talking to him at that moment. And, it’s funny, I had a lot of folks who would see him speak at large events and they could sense his sort of folksy tone from him and his kindness, and he would say these beautiful things, and people would turn to me and say, “Is he really that nice? Is this for show?” and it really wasn’t.

He was sort of rooted in that way. He was driven by a really intense faith. He was a Mormon. At his funeral, it was kind of amazing to hear the incredible amount of service he did on the sidelines. And that just sort of…that feeling of just kindness and generosity that was emanating from him, I think it just showed through every action.

And, for me, it was life-changing to work with him directly and to write with him and to learn from him, and to go very deep into the theories of disruptive innovation and sort of see where he would get frustrated with kind of the misuse of his theories. And everything I learned about storytelling, I learned from him.

Pete Mockaitis
Well, that’s beautiful. Thank you for sharing. And so, oh, yeah, we’re going to be doing a little bit of storytelling, I suppose, here about your insights associated with long life learning. I keep almost saying life-long learning every time, it probably happens to you a lot with your collaborators here. So, well, hey, let’s go meta for a second. Michelle, tell me, how can we tell this story most effectively?

Michelle Weise
Yes, so the reason why we’re getting tripped up on long life learning is we’re so much more familiar with this concept of life-long learning that we should be constantly learning how to learn throughout our lives. What I tried to do in this book was to move us into action. I was just noticing a lot of inertia around this concept because we know we need to reskill throughout our longer more turbulent work lives. But where is the actual infrastructure to sort of take these on and off ramps, in and out of learning and work, or do both at the same time and not have it feel so painful?

And so, for me, this mental shift comes through this concept of a longer life. If we extend our life spans, which we know since 1840, we’ve tacking on three months of life to every single year since 1840, so our life spans are just definitely extending but so are our work lives. When you look at early Baby Boomers and how long they’re staying in the workforce and how many job changes they go through by the time they retire, it just helps us kind of snap us into attention, and to say, “We have to start building a better functioning ecosystem in which we can access the education and training we need in order to thrive in the labor market.”

Pete Mockaitis
Okay. And that thesis seems to just make sense as a natural implication of living longer and such. So, could you maybe share with us something that’s surprising or counterintuitive as a discovery that you’ve made along the way as you’re putting this together?

Michelle Weise
Yes. So, I have been doing a lot of research on the future or work, and what I noticed in a lot of the literature and the analyses out there by chief economists as they’re trying to sort of forecast all the different kinds of ways in which jobs are going to become obsolete or this industry will become decimated by these technologies, what I realized was this kind of intense focus on the “it”, or the things or the jobs, or the tasks and numbers.

And so, what I realized is if we actually kind of move away from thinking about the future of work to the future of workers, and all of us having to somehow kind of move through this learn-earn, learn-earn cycle, to me it kind of helped surface some of the most intractable issues and barriers that we need to solve for today.

So, what my book does is it really actually elevates the voices of people who only have a high school degree, who are constantly being overlooked for work they could actually perform, and noticing where the barriers kind of coalesce. So, these concepts that I come up with around better career navigation, or better wrap-around support services, or more targeted educational pathways, or more integrated learning and earning, and more fair and transparent skills-based hiring practices, those aren’t just coming from me thinking what we need to do. It’s really kind of trying to gather all this qualitative data.

We did over a hundred hour-long in-depth interviews with folks to sort of sass out, “Where do people keep kind of bumping up against pain points?” And if we designed this future system better, then all of us are going to actually end up benefiting. It’s the same idea of the curve cuts that we did when we kind of created the Americans With Disabilities Act.

When you’re cutting into the curve and you’re making a sloping curve, you’re not only helping folks who are disabled who need to use a wheelchair, but you’re helping mothers pushing strollers, or FedEx delivery folks with their dolleys, you’re helping runners, cyclists, skateboarders. It’s this idea of universal design. But when we want to target our focus, because it just seems like this huge, expansive challenge, we focus on the people, the future of workers.

Pete Mockaitis
Lovely. Okay. Well, so then, as we got a lot of workers listening right now, can you sort of frame things up for us a little bit in terms of…? So, you make a point that the old model of, hey, there’s education, then there’s work, then there’s retirement isn’t what we should be relying upon going forward. Can you expand upon that?

Michelle Weise
Yes. So, just the notion that we could have one or a handful of jobs and retire in comfort, that’s already become sort of a quaint notion. And when you look at the amount of job changes that people are experiencing by the time they retire, folks are already going through, on average, 12 job changes by the time they retire.

And so, as we think about that longer more turbulent work life that is shaped by rapid advancements in technology, we can only extrapolate from there, “Wow, we may have to somehow entertain 20 or 30 job changes by the time we retire. And so, how in the world are we going to navigate that when one is just so difficult to navigate?”

Pete Mockaitis
Yeah. Well, lay it on us, how should we navigate these optimally?

Michelle Weise
Yes. So, I think the perfect illustration of what’s not working today is when we look at what the pandemic has shown us, which is when retail and hospitality were just completely decimated as industries, we had no way for people who were in those customer service roles or those frontline worker roles to actually transfer their skills from retail or from hospitality into something totally different but to identify their kind of transferable skills.

And I think, all of us, we believe that we have really important kinds of skills. Those transferable skills that can help us port our assets from one specific area to another. But, in general, when you think about the job market, we think about it in such a linear format. We kind of, if we start off in retail, or if we start off in office admin, when we think about advancement, we think within that line of work. It’s harder for us to sort of think about moving beyond that industry that we started in.

And the reason why we feel that way is because that’s what employers tell us, right? The employers want to see exact work experience in hospitality to move you up to a manager role. We don’t have ways of validating other kinds of experiences. So, one of the key solutions for us that are exciting for us to anticipate, and we already see these different kinds of AI-powered platforms.

What they’re doing is they’re helping us surface maybe some of our hidden skills. The skills that aren’t necessarily recognized by a formal credential, like a degree or a certificate or a certification. And what they’re doing is, as we’re typing in, I used to be a barista, that signal of the barista helps the platform actually surface, “Oh, did you know that folks who were baristas they have these specific competencies and skills.”

So, there are ways in which these platforms can not only help us surface our own skills but then help us envision pathways where we might actually be 75% of the way there towards something in human resources, or 85% of the way there towards something in advertising and marketing. We just didn’t know it; we couldn’t envision it for ourselves.

So, these kinds of tech-enabled platforms are interesting kinds of seeds of innovation to look at that might help us not only kind of validate our own skills whether we’ve acquired them through taking care of our own families or through work experience, and also understand the kinds of gaps we might have to fill in order to move into these other opportunities.

Pete Mockaitis
Well, that’s really interesting when you mentioned that if you’re a barista, you can very well have under the surface like all of these skills that you’re applying there. And that reminds me of a previous guest we had, Todd Rose, talking about dark horses and how what might seem like completely different skills are actually, if you zoom way in, super similar in terms of, “Oh, actually, well, you’re using your hands to shape these things into other things so that they fit. Those are similar.” Much like, “Oh, you are optimizing a manufacturing production schedule is sort of like solving a puzzle over in the realm of math or physics or something that, who would’ve known, those are quite common or quite complementary.”

Michelle Weise
Yeah.

Pete Mockaitis
Well, these platforms you speak of, how do we get our hands on one? So, can I go to some website right now and it’s going to tell me all my hidden skills?

Michelle Weise
So, that’s one of the challenges. There is like a free one off of Emsi called Skills Match where you can start to surface and kind of build a resume using these technologies. But this is one of the challenges and this is what I’m trying to point out in my book is that there are hundreds of thousands of innovations and solutions out there. The problem is for any normal person to understand where to go, like if we’re suddenly laid off, we don’t know who to call, where to go, who to talk to.

There are so many of these solutions out there but they’re not knit together in a way that’s easily understandable and navigable for any person. It’s not that we need a whole slew of new innovations. We need these things to become just more accessible so we can understand and comprehend how to navigate this who to go to for, “How do I know that when I pick this learning experience, a future employer is going to validate it and understand what it means? And how do I know precisely which skills I need to acquire? And which school actually offers those three competencies? I don’t need a degree, maybe. Maybe I already have a degree. I don’t want to go back to school full time. How do I get just what I need in order to move on?” And that’s one of the challenges.

But there’s a bunch of these groups, like Skyhigh, FutureFit. And what they’re doing right now is they’re more B2B, they’re more working with enterprises and trying to help them get a better understanding of who’s in their workforce. Because a lot of companies, and it’s very odd to think about it this way, but most companies don’t actually know what their people can do.

They know job titles, they know names. They don’t have a real granular sense of the skillsets, the competencies, all those hidden talents that folks have. So, that’s where these innovations are starting is trying to help employers be less wasteful, not always recruit externally, but look at the talent that they have right in front of them, and think, “Maybe I could actually take 30% of these folks and build their skills in X, Y, or Z technique or strategic goals for the future.”

Pete Mockaitis
Yeah, that’s exciting, and, indeed, it just seems like a huge opportunity that’s just waiting to be plucked. A great manager would know a lot of what their team is capable of. Yet, how is that information captured, collected, and transmitted elsewhere? And one of the incentives for doing so, you’re like, “No, Michelle is a rock star. She’s working for me. Get your hands off. I don’t want you to snag and do a completely different function.”

Michelle Weise
That is a real challenge within the companies. Yeah, this kind of like zero-sum game of, “Oh, if you take my person, you’re hurting me versus helping the company.” It’s hard to get out of that mindset.

Pete Mockaitis
Totally, unless you have sort of a widespread culture and reciprocity and such so that you say, “Hey, you know what, there’s give and take, I might lose Michelle for a couple months, but I’m going to get Phil who’s amazing and fills another role that we really need,” so there’s that trust there that can be handy.

Well, now, you just got me dreaming big, Michelle. I remember I once, I don’t know if I’m going to do this or not, but I hope someone is doing this. But when you talked about the high school folks who did not have diplomas and yet are capable of doing so much but it’s hard for them to sort of prove that. I kind of imagine just like forming this whole business where we just sort of like assess the crap out of people in terms of like all of these batteries of things because I come from strategy consulting and we did case interviews, and I found that that was a pretty excellent means of identifying if some folks have a particular set of skills. And so, that’s one kind of a test for one set of skills.

Likewise, there’s many tests for many other skills. Wouldn’t it be cool if folks could go to some sort of facility for a week or something and get a rundown on all their skills in a language that firms could read and understand, and then open up opportunity for people as well as savings for the companies? It seems like someone should have invented that. Maybe it needs to be me or maybe that’s in the works. But, Michelle, give us your take on to what extent does that exists, a means of identifying and appreciating hidden skills so that companies can save money and not have to hire the Harvard grad, and professionals who don’t have the degree can see some cool opportunities?

Michelle Weise
Yeah. So, what you’re identifying when you’re talking about seeing how someone responds to a case study is you’re testing their problem-solving capabilities, you’re trying to see, “What kind of systems-thinking, critical-thinking capabilities do they have?” I was just talking to a colleague who used to work at Arthur Andersen and they had this very open-question format where they would do the same things where they’d be trying to assess out someone’s sense of initiative and collaboration and these more fuzzy things, but trying to see how they talk about this in the context of solving a problem.

The good news is that there are these innovators who are working on new kinds of ways of assessing curiosity, problem-solving, all these really important kinds of skills that we know are going to be deeply valuable in the future of work. Because as we think about the rapid advancements of AI and how intelligent these AI are, where it’s not only able to read, drive, see, but it’s also able to write poetry, it can paint Picassos. It’s getting scary how far these technologies are sort of infiltrating our lives. What is our human advantage? What is our competitive advantage when we compare ourselves to these machines who can usually do some of this work far more flawlessly than we can? And it comes in these human skills.

So, places Imbellis and Mursion and all these different groups are trying to figure out ways to test out someone’s problem-solving capabilities where you’re on a computer and you’re thrust into this setting where you’re in this natural environment in the mountains and something is dead in front of you, and you need to kind of poke it and look at it, sort of see what is going on, and you’re trying to figure out what happened.

And so, on the backend you have psychometricians kind of figuring out what all those clicks mean, what are you doing when you’re putting these two datasets together. So, there’s really interesting ways in which groups are trying to democratize the process, and say, “We’re looking for the best problem-solvers in the world. If you can kind of solve this problem, this is really exciting.” And it makes me think of what you’re talking about with Todd Rose’s concept of the dark horse.

One of the most valuable assets that we will bring to the table is our ability to take concepts from seemingly unrelated domains and make them make sense in the context of the problem we’re trying to solve. So, InnoCentive, as an example, this was a platform that was created partly because at Eli Lilly, these chemists and scientists couldn’t figure out a problem so they posted it online and they found out that a lawyer could actually solve the problem using his sort of different kinds of contextualized expertise to help them figure out a way forward. Or, when they tried to figure out how to create more efficient ways of solving for oil spills in oceans, it was actually a pastry chef who talked about the process of making chocolate mousse and how that might actually help us think through how you remove oil from water.

And this is all, I’m totally stealing this from David Epstein’s book Range, but it’s this idea of, “How are we going to cultivate not only problem-solvers but people who can display that sense of range?” And it doesn’t always come from a four-year college degree. We don’t always get that real intensive interdisciplinary learning that we probably should. And, for me, for the next steps for higher education, that is a real opportunity for them to kind of break down silos across disciplines and departments. But, as we think about those skills that are going to make us most valuable, it’s going to be those kinds of hidden ways of thinking about problems.

Pete Mockaitis
So, let’s hit that for a minute there. So, AI can do a lot, and right now we’re very much evaluating humans being able to draw from different disciplines and putting them together. So, What are the fundamental kinds of principles or distinctions that…? Like, we think human brains are going to be able to do this better than machines even 20 years from now. What are those things? It’s not playing chess or Jeopardy, but what is it?

Michelle Weise
I think probably the most helpful way of thinking about it is when I talked to an executive from Apple who, he actually went to Stanford for a mechanical engineering degree, but as part of his general curriculum he took a class on ethics. And he mentioned that that class is probably one of the most valuable classes he had while he was an undergraduate, because when they’re producing technology, new technologies, new products, the thing they have to think about is, he called it sort of volume impact repercussions, where they have to think of second-, third-order effects of what they’re building, because, in an instant, millions of people are going to be leveraging whatever it is they are producing. And so, they really have to kind of anticipate forward and think, “What are all the ways in which this can go wrong?”

And if we think about where we are today with social media, we didn’t do enough of that. We didn’t extrapolate enough far forward. And when you hear the co-founders of a bunch of these different social media companies, you hear them say, “I didn’t think that this is the way that it was going to be used.” But this is what humans do bring to the table when we sort of bring ethics and judgment and values, and try to think forward.

And this also has implications on the kinds of people you bring around the table to do that sort of analyses. It has to be a diverse group. It cannot just be young white male undergrads kind of thinking about this problem. It has to be a diverse group of folks kind of thinking about those volume impact repercussions. So, I think those real skills in exercising judgment are going to be critical, that we can’t rely on the AI to do.

Pete Mockaitis
Okay. So, second-, third-order things. And I guess that makes sense to me in terms of like as I think about things that are like playing chess or Jeopardy or even like composing or painting, it’s sort of like they’re all kind of bounded in a way in terms of find the right answer, or the right move, or apply a principle of color or sound.

Michelle Weise
Right, they’re finite. Yeah.

Pete Mockaitis
Versus saying, speculating as to what social media and how it will impact us with widespread adoption. That does seem harder to stick inside code. Anything else that we humans do great?

Michelle Weise
So, a couple of years ago, Amazon had tried to leverage AI to diversity their hiring processes, and they thought maybe AI could do a better job than humans. And so, they kind of built out this new system, the AI started kind of going through the diverse set of applications. And then it was the humans kind of watching and seeing the output to sort of identify, “Huh, kind of strange that so many of these folks are named Jarod. Or, a lot of them played lacrosse.”

And they started to realize, “Oh, my gosh, we’ve trained the AI on flawed data.” They kind of looked at their existing talent pool. They tried to sort of say, “These are the senior leaders at our company that do great work.” But what they did was they trained the AI to search for people that looked and sounded exactly like their existing leadership, and that is not a way that you diversify your talent pool.

And so, it took humans to kind of notice and sort of exercise some judgment to say, “Wait, something is wrong. Interrogate it. Look deeply, look into the data,” and sort of say, “Oh, okay. We’ve got a problem here.” Because the AI will only just kind of repeatedly get smarter and smarter with the data that it is trained on. And we see this also happening, unfortunately, in the legal system where we’re developing sentencing structures based on deeply inequitable past data of how we’ve punished people.

So, we need this kind of deep-thinking humans for the future who have enough domain expertise to be able to question the AI because we cannot just let it…the crazy thing is that most companies…

Pete Mockaitis
Right. Jarod is in here. Whatever you say, robot.

Michelle Weise
Yeah, most companies like don’t know if they can trust their AI right now. I have a statistic in the book where they are not comfortable auditing the sort of their existing AI.

Pete Mockaitis
Not comfortable auditing it?

Michelle Weise
Yes, so this is from an Accenture study that basically fewer than a third of companies surveyed have a high degree of confidence in the fairness and auditability of their AI systems, and less than half have similar confidence in the safety of those systems. So, we’re so reliant on these technologies and yet we don’t fully trust the algorithms that undergird them.

Pete Mockaitis
Well, I buy that even in a very easy example. I think about machine-generated transcription, which, I mean, that’s existed for 20, 30, 40 years and yet it’s still not great. I don’t know. If you have 98% accuracy, okay, that sounds really impressive, but that’s really still like three errors every minute. And so, in this conversation we’d have a hundred or two, and so I wouldn’t call that good.

And so, anyway, I just find that, I don’t know, not to be quite grouchy, but I’m a little skeptical myself in terms of maybe eventually it will be awesome but right now I’m not super impressed, and maybe I just haven’t been looking at the right places to blow me away.

Michelle Weise
No, what you are pointing out is what this MIT economist named Daron Acemoglu calls so-so automation. So, like when we think about just the rise of ATMs in the last few decades, what’s interesting about an ATM is that it is far better than a so-so technology because it actually completely made obsolete the role of a person counting money because it could do it really well.

And we don’t actually have a lot of technologies that we’re building today, the transcription one is a perfect example, or the robots that we use in warehouses where we have to depend on people as pick-and-packers to be able to sort of get the thing out of the robot’s sort of treasure trove and put it into a box.

So, we’re creating technologies that are just so-so. They’re not great enough to completely obviate a certain task. And, as a result, we’re not creating enough forms of truly creative labor. Because when ATMs kind of took over, what was fascinating to see is the sort of burgeoning of the services industry in banking. It wasn’t that people just became useless, it’s that they actually transferred their skills into different domains.

Here, what we’re having is a lot of kind of unfulfilling what researchers called ghost work. It’s this kind of interstitial stuff that we have to do on the backend even when we’re training AI. You have tons of people, these mechanical turkers who are working for cents on the dollar, who are identifying all the photos that are coming up from the AI to say, “That’s a face. That’s the same face as that one. That’s a body part. Ooh, that’s not a body part we want to show.”

Pete Mockaitis
“That’s a cat. That’s not a cat.” Right?

Michelle Weise
Exactly. And, “Not a hotdog. A hotdog.”

Pete Mockaitis
Silicon Valley.

Michelle Weise
But we have a lot of terrible work that’s emerging because of that not-great-enough technology. Right now, we’re in this awkward phase where we’re not creating enough forms of creative labor.

Pete Mockaitis
Well, Michelle, these are a lot of interesting ideas. I’d love it if we could sort of zoom in here now for the professional who are maybe in their 30s or 40s who got a lot of work left in their career before retirement, likely. So, what’s our game plan in terms of learning the right stuff effectively and well and keeping our careers moving in a great trajectory?

Michelle Weise
Yes. So, I think one way forward is, unfortunately, for us as job seekers, a lot of the burden rests on us, and a lot of the financial risks also rests on us to make these decisions on our own. But moving into the future, what we really need to see and what, I think, will signify the kind of company that we want to work for are the ones who stop this kind of dis-investment in training their existing workforce and start to realize, “I have all this talent within. How do I help them acquire the skills they need to be successful?”

And I think the most powerful indicator of a company that is truly invested in us as job seekers are the ones that tell us, “You don’t have to do this on your own. We’re not going to just dangle tuition assistance or tuition reimbursement dollars and say, ‘Hey, we’re glad that you would like to advance your education. Go do it on your own time on top of everything else you’ve got going on in your lives.’”

The most competitive forward-thinking companies are going to realize that the workplace is really the classroom of the future. And I’m not talking about on-the-job compliance training, risk mitigation work, like sexual harassment training. I am talking about real new skills-building activities. So, it’s critical that the company not only identifies really transparent internal mobility pathways for you and for us, but it also has to be very explicit about carving out time in the flow of the workday for you to acquire those skills because it’s not fair for us to have to somehow squeeze it in on top of stitching together multiple part-time jobs, or all our caregiving activities. It’s too hard to just kind of stack that on top of everything else.

So, I think the things that we need to look out for the future are the companies that are truly invested in our reskilling and upskilling who kind of figure out ways to make that learning bite-sized, or for an hour a day, or an hour a week where we can be doing this in the flow of work. And, also, for educational institutions and providers to be able to modularized their learning in ways that’s more accessible where we’re not always bending to the sort of linear structure, the college or the university, but that it’s much more flexible and easily consumable.

Pete Mockaitis
And that’s a beautiful world that I’d love for us to live in. And I guess part of why this podcast exists is that we’re not there, and it is a little bit of a do-it-yourself proposition for a lot of folks these days, and fair or not, pleasant or not, stressful. So, let’s talk to the professional who’s in an environment that’s not so enlightened with regard to offering some great learning opportunity, and let’s say even, hey, they’re a little mercenary, they’re just going to go take it, “At 11:00 a.m., when there’s no other meeting on the calendar, I’m just going to do me some learning.” What are some of the top resources you’d recommend to them? I’m a huge fan of LinkedIn Learning myself, but what else would you say in terms of, “All right, you got an hour. You’re going to do some learning,” what are some of your favorite places to go?

Michelle Weise
So, one that I talk about in the book is called GLEAC. And what they do is they make this kind of mobile-friendly learning apps where they just take minutes and they have folks, for instance, who are customer service or retail folks in Prada stores, as an example, where they’re building up their reflection and communication of this kind of human skills that they’re developing where they’re exercising their judgment. And they are these bite-sized learning applications that a worker can kind of leverage while they’re working.

Another one would be Mursion that I’m kind of really interested in.

So, we tend to think of executive coaching as reserved for people kind of mid-level managers and up. What Mursion enables us to do is practice those really important human skills in a low-stakes environment. So, giving feedback, receiving feedback, these really critical skills for success in the workforce but we generally only practice them in a high-stakes environment, when we actually have to give someone really tough feedback or when we’re receiving it from our bosses.

And, generally, I know whenever I do this, I leave the conversation sort of thinking about all the different ways in which I could’ve done it better. And this environment actually has avatars in front of you, and the quality of the imagery is good enough where you can notice different people’s nonverbal cues, and you hear their voices change, and so you have to be responsive in that moment.

And it’s actually this kind of interesting AI-powered platform that’s puppeteer-ed by one human also in the background, where the human can play the role of like six or seven different people with different voices and different characteristics. And so, it gives you that chance to practice negotiation, all these different kinds of skills that we need to get better at because the fascinating thing, just in general, with human skills is even though we’re human, we’re not very sophisticated at them. We actually have to practice these skills. And just because we take a LinkedIn Learning class on empathy, we’re not somehow going to become more emotionally intelligent just from taking that one class. We have to figure out ways to practice this. So, those are the kinds of innovations that I’m excited about.

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

Michelle Weise
One thing that might be important for job seekers to know about is the existence of different kinds of alternative learning providers kind of outside the traditional realm of colleges and universities. I think most people have heard of these things called coding bootcamps where you go and you get pretty savvy in web development or frontend development and you do this for 6 to 12 weeks, you pay $20,000 out of pocket, and maybe you get this great job.

Those have typically kind of been more geared to folks who already have a degree, sort of more affluent who can actually afford to pay out of pocket. But there are these interesting other set of providers that I call on-ramps where they do this kind of really important human skills-building work but they also help learners get skills in healthcare, advanced manufacturing, cybersecurity, data science, enough to get hired by.

There are amazing stories of a US Postal Service worker becoming a quality assurance engineer for Facebook through this data science immersive program. And what they’re doing is that they’re actually stitching together that kind of career navigation with a very precise educational pathway with a direct connection to an employer.

And so, there are these kinds of opportunities available. It’s a matter of trying to, again, it’s back to us as the individual job seekers, the burden is on us to kind of find some of these. But a really interesting example of another one is one called Climb Hire we know that Salesforce administrators, they are a job that are in demand, that are in high demand. And so, what they’re doing is they’re building these skills but they’re also embedding social capital building into the learning process where they’re helping folks, who may not have the best professional networks, learn how important it is to build relationships, build professional networks.

And when a person actually gets a job at a company, as a Salesforce administrator, the onus is on them to refer and bring someone else into the company from Climb Hire because the CEO realized from LinkedIn data, as an example, that people are nine times more likely to get a job through a referral so they’re helping job seekers and learners really build this skill because it is something that you kind of have to learn how to do unless you’re sort of born into an incredible network.

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

Michelle Weise
So, you heard me talk about David Epstein who wrote Range, and he talks about deep learning, but he says, “The most effective learning looks inefficient. It looks like falling behind.” And I love this quote just because I think when we think about all the ways in which we are kind of channeled and incentivized to achieve, we’re always measuring through this kind of testing that is actually not measuring what matters.

And if we were actually to sort of really understand what kind of learners and that kind of deep learning in folks, it would actually look like failing. And I think that’s, I don’t know, that’s important for us to know.

Pete Mockaitis
And how about a favorite book?

Michelle Weise
Probably Beloved by Toni Morrison.

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

Michelle Weise
I have one of those keyboards that are split into two and kind of at an angle.

Pete Mockaitis
Oh, me too.

Michelle Weise
I have some tendonitis, so.

Pete Mockaitis
That’s good. I’ve got the Freestyle2 from Kinesis.

Michelle Weise
That’s what I have.

Pete Mockaitis
But you got the tents going. I didn’t get the tents. I just got the split because I’ve got, I guess, some wider shoulders and so I always found that I was…Yeah, so I like being able to stretch out and be me without having to crunch them in.

Michelle Weise
Yeah. I have the same exact one, the Freestyle2. Underneath you can flip out the thingies.

Pete Mockaitis
Oh, that’s right.

Michelle Weise
You know what I realized, I think I pressed the delete button so much that I actually really kind of hurt my wrist and needed to re-shift my posture.

Pete Mockaitis
Well, I think that there’s something beautiful hiding in that. Perhaps it’s revision, commitment to excellence, iterating, learning, that meta stuff there.

Michelle Weise
Yeah, nothing you write is golden.

Pete Mockaitis
Not at first anyway. And how about a favorite habit?

Michelle Weise
Oh, walking.

Pete Mockaitis
And is there a particular nugget you share that you’re kind of known for, people quote back to you a lot?

Michelle Weise
Oh, I think maybe because I learned this from Clayton Christensen, one of the most powerful parts of the theories is when you see something that looks less than, our immediate kind of reflexes is to sort of scorn or disparage it or to dismiss it as, “Ah, it’s not an important innovation to pay attention to,” but Clay always said it could be just good enough. And that is something that I try to convey to folks. When we have that very human reflex, when we perceive newness as danger, that might be actually the precise time where we need to take a beat and look at the thing more carefully.

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

Michelle Weise
I’m always available through Twitter and LinkedIn @rwmichelle or I have a website called RiseAndDesign.io.

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

Michelle Weise
I think, in general, it’s still this concept of collaboration. I think we, generally, just because of the way we trained from K-12 on through college, it’s so often kind of this notion that things are a zero-sum game, where if you’re winning, I’m losing. But in this concept of kind of long life learning, there’s no winning list. And so, how do we actually change our behavior instead of always sort of trying to be the leader? How do we actually make sure we’re collaborating in truly distinctive ways? I think that’s something that I think about a lot. It’s a hard behavior to turn to given the way that we’re trained.

Pete Mockaitis
Well, Michelle, thank you. This has been a treat. I wish you lots of luck in your long life learning.

Michelle Weise
Thank you. You, too.

643: The Overlooked Fundamentals of Inspiring and Managing Teams with 15Five’s Shane Metcalf

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Shane Metcalf reveals his top research-based do’s and don’ts for being a great manager.

You’ll Learn:

  1. The one meeting a manager should always make
  2. The teambuilding technique for great teams from the get-go
  3. How and why to keep an employee dossier 

About Shane

Shane Metcalf is a keynote speaker on building a world class workplace and one of the world’s leading pioneers in the space of cultural engineering and positive psychology. His insights have been featured in Inc, Fast Company, Business Insider, Washington Post, Tech Crunch, and Bloomberg. 

As the Co-founder of 15Five, Shane and his team support HR Executives with data-driven continuous performance management. 15Five has won numerous awards for their company culture, including the prestigious Inc Best Workplaces award, and is ranked #3 in the U.S. on GlassDoor. 

Follow Shane on Twitter and LinkedIn, and listen to him co-host the Best-Self Management Podcast.

Resources mentioned in the show:

Thank you, sponsors!

Shane Metcalf Interview Transcript

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

Shane Metcalf
Pete, it’s good to be here and I’m hoping that I’m qualified. I’m, like, asking myself, “Am I being awesome at my job today?” And, you know what, I think I am actually.

Pete Mockaitis
Well, the website says you’re a visionary, so.

Shane Metcalf
Oh, hey, man.

Pete Mockaitis
So, that’s a lot to live up to.

Shane Metcalf
That’s all, you know, websites are amazing. It’s like, “Shane Metcalf. Visionary.” Yeah, one of the many illusions of the digital world, that I’m a visionary.

Pete Mockaitis
Totally. Well, I don’t think you envisioned getting a job after spilling orange juice on a customer but you’ve got a fun story there. I’ve got to hear it.

Shane Metcalf
Yeah. So, I was, God, I was probably about 19, 18 or 19 and I was working in a restaurant called The Western Sky Café in the town where I grew up called Taos, New Mexico. And I’ve been in the restaurant industry for four or five years or something, kind of worked my way through high school. And one day I was waiting, I was serving tables, and I go to deliver a glass of orange juice to this gentleman wearing a white shirt. And, lo and behold, something happens and I spilled the glass of orange juice all over this poor gentleman. And he’s pretty gracious, and I made the most of it and I handled it however I do.

And then about 20 minutes later, somebody comes up to me and approaches me, and he’s actually the guy who was washing the windows. We’d hired a professional window washer to wash the windows of our restaurant. And he comes up to me and he says, “I was so impressed by how you handled spilling that glass of orange juice on that poor dude. I’m wondering, do you want a job? Do you want a different job?” and he offered me a job to join his window-washing company.

Pete Mockaitis
Okay.

Shane Metcalf
And so, I still don’t really understand what I did that was so impressive other than like being apologetic and probably comping his meal and not being an a-hole after spilling orange juice on him, but, yes, so it got me a job. I think the lesson there is that we never see the big picture. We don’t understand how things that seem catastrophic and bad news are actually the drivers of creative evolution.

And zooming out a little bit, I mean, this is a very small example of that, but one of my favorite quotes is from this cosmologist named Brian Swimme, and he said that the driver of life’s creative evolution…” remember, this is a cosmologist so he’s thinking on this massive time scales, “…is always bad news, breakdowns, and chaos.” It was the extinction of the dinosaurs that paved the way for small mammals to proliferate and become humans. It’s just part of the recipe of evolution is that the things that look horrible are actually moving the storyline forward.

Pete Mockaitis
Well, boy, I could chew on that for a good while. And so, you move the storyline forward in terms of the experience of work and management and culture at your client organizations. Your company is called 15Five. First of all, what is that and what do you do?

Shane Metcalf
Yeah, sure. So, 15Five, we are a people and performance platform. And so, what does that mean? So, we build software education and services that helps to create highly-engaged and high-performing teams by helping people become their best selves. We believe that human development, like careers, are an opportunity for incubating human potential.

So, if we stop looking at our company as, “Hey, I’m going to hire a bunch of human resources to then kind of extract value from them and generate profit and then kind of throw out the used resources.” If we stop thinking of our people like that and actually looking at them as potential to be unlocked, we think that’s really where the best performance, the most creativity, the most engagement, the most retention, and, ultimately, the most rewarding experience we can create for not only our people but also for ourselves.

So, our software does everything from performance reviews and engagement surveys, to more manager-focused tools like check-ins, one-on-ones, peer recognition, real-time feedback. Creating more of these opportunities to communicate and have the right and most important high-leveraged conversations to improve everything inside of a company.

Pete Mockaitis
Okay. Well, if those conversations are high-leverage, it sure sounds like we should be having them. Can you give us a picture for just how high that leverage is? Like, what kind of results or lift or value do you see generated for your clients? Do you have any cool case stories or numbers to share here?

Shane Metcalf
Yeah, sure. You can go to our website. We have over 2500 companies using us and there’s a lot of really interesting stories. No two companies are alike and so no two applications are going to be the same. But one of the things that I love hearing one of our customers, I had people like Credit Karma. She says loves 15Five because it instantly gives her X-ray vision into, “Which are the managers that are actually engaging their teams and giving feedback? And which managers are just not doing the basics of what foundational management principles really are actually being kind of required of us as managers, as people leaders, as people that are organizing other humans and helping to untap their creativity in problem-solving and the ability to move the needle forward?”

Pete Mockaitis
So, they can just see straight up, “Are the managers doing it? Are they in the platform having the conversations? Are they not?”

Shane Metcalf
Yeah, and what’s the quality of their conversations, what’s the quality of the feedback. Gallup says, I mean, there’s a pretty damning statistic from Gallup. Gallup says only one out of 10 managers should actually be managers.

Pete Mockaitis
Based on their competence.

Shane Metcalf
Based on their competencies

Pete Mockaitis
Okay.

Shane Metcalf
And competencies, strengths. It’s a bit of black box when you try to figure out, “Well, what are they determining that from?” But, bottom line, managing people is actually a pretty tough job. Giving proper feedback, getting people aligned with their strengths in their right roles is not always a simple thing and it does require a bit of attention and intention.

And so, what we try to do with our software is provide the scaffolding of what great management really looks like and make it easy, automate that. Automate the asking of the right questions on a regular basis. It’s a bit of a reinvention of the annual performance review. It’s slightly more frequent, less of a heavy lift, more future-focused than just looking at the past.

Also, not only tied to comp because there’s a big mistake in only tying performance conversations to compensation conversations because people are just trying to game the system to try to make more money, and they don’t go into the conversations as much around, “How can I actually improve performance? And what are the blind spots? What are the areas for me to improve upon?”

But then you have manager tools like the check-in, and that allows you to automate the asking of questions around, “Where are you stuck? Where do you need help with? What’s an idea you have to improve your role?” And you can front load your one-on-ones with getting this check-in so that you can sit down and actually have a coaching conversation versus a check-in conversation and waste that 30 minutes in person on just during what the latest is.

Pete Mockaitis
All right. Well, so much of what you’re saying is resonating big. I just want to make sure we’ve got the why nicely installed here. So, have you seen some rocking things in terms of the, I don’t know, Gallup engagement number, or the attrition rate, or sales performance? Or, can you give us a couple hot numbers?

Shane Metcalf
Yeah. So, some of these things are hard to measure an ROI on. And so, the thing that I go back to is retention. We can go into an organization and through increasing recognition, increasing feedback channels, we keep people at companies longer, we keep the right people at companies longer. Engagement, we’re just starting to play in the engagement game, and so what I’m really excited about is, not too far from now, we’ll be able to run the assessment of engagement, get a score, and then, through the deployment of 15Five, of the check-ins and better one-one-ones, see the impact of that.

And it’s so customizable, so depending on what you’re struggling with as a company, you can then custom-tailor the questions to direct those conversations. So, say, you’re struggling with meaning, say, you’re getting low-meaning scores in your engagement surveys. You can then start asking questions and lead the trainings around, “What actually gives you meaning in your role? Where do you find meaning and inspiration inside the company? And maybe you aren’t finding it. Okay, cool. Well, let’s have a conversation around what that actually look like. Are you just separating your job from meaning and inspiration? Or is there an opportunity to merge those two? And, potentially, also, maybe change roles. Start bringing more of your strengths to the table when you’re actually doing that same role.”

Pete Mockaitis
All right. Well, let’s dig into, so we talked about the basic foundational scaffolding management stuff. Like, we had Bruce Tulgan on the show, and we talked about what he called the crisis of undermanagement and it still haunts me to this day, how I’m guilty of some of that, and how insightful it is in terms of, like, yeah, you actually don’t have a clue unless you’re doing some of these very basic stuff on a regular basis.

So, lay it out for us, what are the basic things that managers need to be doing? And what are the basic questions that need to be asked and how often? Like, give us the one-on-one. Like, what should a manager who’s like doing his or her basic job be doing in terms of conversations?

Shane Metcalf
Yeah, okay. Well, look, and some of this stuff is so obvious that I like to think that, “Oh, well, everybody is doing…every manager is doing a one-on-one with their people at least twice a month.” And so many times that’s not actually happening. So, let’s just start there. Let’s just start with one-on-ones because one-on-ones are a container to be having a conversation. It doesn’t mean you’re having a really high-quality conversation but that’s the foundation, so regular one-on-ones. And then how do you actually design those one-one-ones?

So, first of all, the one-on-one isn’t for you as a manager. It’s not for you to be holding your people accountable and making sure that they’ve done the tasks of their role. This is actually your employees one-on-one. This is the chance for them to actually have a direct channel to you to talk about the things that are either going well, the things they want, career development conversations, blockers, places they’re stuck in solving a problem.

And so, if you can orient the one-on-one as more of a coaching conversation, and, again, this is really kind of starting to shift out of the mindset as a manager, of a task manager, which is we want to be leaving behind, and more into as a coach, “I’m here to help you get your next job.” That’s how I think managers should be thinking about this, is, “I want to help you be successful so that you can go and get whatever job you want. Once successful, you’re going to get a promotion, you can move careers, you can move industries. And so, that’s part of the context here I have as your manager is to help you get your next job.”

Pete Mockaitis
Okay.

Shane Metcalf
And I think from an unhealthy perspective, it’s like, “My job as a manager is to keep you in your place so that you don’t try to take my job,” and that’s an unhealthy approach to management.

Pete Mockaitis
All right. So, there we go, some foundational pieces in terms of the right mindset, helping them succeed, and get whatever job they want, as well as having one-on-ones just occurring on a regular basis, at least twice a month, as you say. All right. And then those one-on-ones is not about, “Do this or this or this or this,” not about accountability on the task checklist but rather about serving them and their needs. And then what are some key questions that are important to cover there?

Shane Metcalf
Sure. Okay. So, other pieces of this that I think are going to be useful in terms of, “How do you then actually maximize your one-on-ones?” is, “Are you setting the right goals? Are you helping your people get clear on what they’re trying to accomplish in their role?” Honestly, we actually should go back to the beginning and really go back to role clarity.

Pete Mockaitis
All right. Let’s do it.

Shane Metcalf
So, kind of surprising but one of the key things to psychological safety that we’ve discovered, not 15Five but Amy Edmondson and all the research being done on psychological safety, is that role clarity is a massive factor of whether people feel safe at work, whether people feel like they actually know what they’re supposed to be working on and what are the expectations, and the actual agreements of what they’re supposed to be doing in their job.

Pete Mockaitis
Yeah, that resonates.

Shane Metcalf
And very few people have.

Pete Mockaitis
It’s like when I don’t know, it’s so like, “What’s important here and what should I be doing? And am I doing it? Am I not doing it? I hope I’m doing it but I can’t be sure.” And, thusly, there’s always a lingering possibility that somebody be like, “Pete, you know what, you’re just not crushing it the way we want you to.” It’s like, “What does crushing really mean in this role, in this organization?” So, role clarity is huge. Most people don’t have it.

Shane Metcalf
And, look, that starts at the beginning. Like, you should be able to take your job description that you’re posting for that job to hire that person. You should be able to. That should be so well thought out and detailed that basically you take that, copy and paste it from the website, and that is that person’s role description. It should actually hold true.

If you want some examples of this, if you go to our careers page at 15five at 15Five.com/careers, you can see what a really well-thought-out job description actually looks like. Because, ultimately, the job description, we call them actual role and performance agreements. It’s the role, this is exactly what we want in this role, and this is exactly the performance expectations. This is what okay looks like, this is what great looks like, and this is what exceptional looks like in this role. So, that right there is something that the manager and the employee should be crystal clear. And it takes a little bit of work upfront but it’s frontloading the work in the beginning to avoid pain down the line.

Pete Mockaitis
Certainly. And so, give us an example there in terms of on your careers page you’ve done the work of showing them before they even apply for the role, “This is what’s up and what we consider great versus okay on those dimensions.” That’s pretty cool.

Shane Metcalf
So, you have that clarity, and then people are coming into that position with that clarity. And then the beginning of that relationship, your first week with your new manager is super important. Lots of research has shown the first 90 days of somebody’s role experience at a job is going to be kind of a determinant of how long they stay. Onboarding is super important.

And, again, another thing that a lot of companies get wrong about onboarding is they make the onboarding all about the company, “Look at our values, and look at what we’re doing, and this is where we’re going. We’re going to be a rocket ship and we’re going to do all these things. Aren’t you excited to join our club?” That definitely has a place but you want to balance it with a lot of attention on the individual that’s actually joining.

Help them discover new things about themselves. Ask them what their personal values are. Discover what their strengths are. What does success for them look like in this role? Because, then, it’s actually, “Oh, wow, this company is curious about me and they’re helping me learn and grow and evolve on my own path.” And that’s going to win every single time. If you help your people learn, evolve, and grow, walk their own hero’s journey, you’re going to get better performance. They’ll either leave your company sooner if they’re not the right fit or they’re going to stay longer if they are the right fit.

So, in the onboarding process, we do what we call a best-self kickoff. This is generally about a two-hour meeting, and so you get assigned a new employee and it prompts you to do a best-self kickoff, which is going through a set of questions designed to really actually build rapport and have the manager and employee get to know each other.

And, again, it’s about frontloading some of the work here so you can build a better relationship. I mean, business is all relationship. Every single thing we do in business actually is about relationship. All collaboration is relationship. So, if you have more rapport, you can have more truth. If you have more truth, you can be more efficient with how quickly bad news gets communicated, how fast you learn about what’s really going on with your people and what the real problems of your company are.

And so, the best-self kickoff is just a series of questions to go through and understand things like, “How do you like to receive feedback? What’s your preferred method of communicating? Which channels do you like to be on? Should I text you? Should I Slack you? Should I email you? Where are your work boundaries? Do you have obligations at home that really have you not be available at certain hours?”

Those are the kinds of questions that so rarely get answered and agreed upon and established in the beginning of a management relationship, and so without those things, there’s a bunch of expectations which are always going to lead to disappointment and people being, like, “Oh, my God, I can’t believe that they didn’t give me a public recognition and just gave me a private high-five.” And maybe they really love public recognition and you would’ve found that out if you’d only done the best-self kickoff.

Pete Mockaitis
You know, that’s so good and I’m reminded of one of our guests, Mary Abbajay, wrote a book about “Managing Up,” and she said exactly this, like, “Here’s something that make all the difference in the world with your manager relationships is to have the conversation about, ‘Hey, what are your expectations and preferences on all these dimensions?’” And so, just get that understanding from each other. And she says that in her experience, like less than 1% of people have had this conversation.

Shane Metcalf
Yes.

Pete Mockaitis
But it makes all the difference in the world in terms of having a great relationship. And so, if you’re not as fortunate to be a 15Five client organization, you can still engage in these conversations and get some of that clarity and expectation setting to proactively diffuse/preempt just a billion kerfuffles and moments of irritation down the road.

Shane Metcalf
Absolutely. And, like, if you can keep kind of an employee dossier where it’s like, “Okay, cool. This person on my team, their family is this. Their strength, their top-five strengths are these. Their preferred method of communication, the way they like to receive appreciation is this way.” You have an incredible resource to have that person feel deeply seen and appreciated.

And that’s how you’re actually going to get the best out of that person. You can give them all the perks and rewards, but if they don’t actually feel seen and appreciated by their manager, it dramatically shortens the life cycle of them at your company as well as it just kind of limits the amount of success and joy they’re going to have in their role at your company.

Pete Mockaitis
And let’s hit the dossier and some of the big points. So, top five strengths, I mean, that’s easy to get a StrengthsFinder or whatnot as well as maybe some reflections.

Shane Metcalf
And it is. So, like, the two evidence-based strengths profiles are Gallup and VIA Character Strengths. At least that’s what my head of people science tells me. And the strengths are really interesting because strengths, I like to say the first time I did strengths, I did my top five from Gallup and I got them and I read the thing, and it kind of felt like a bad horoscope. It’s kind of like, “Meh, okay, kind of resonates. Whatever.” It didn’t really make an impact.

It wasn’t until later that I actually worked with a facilitator and a coach on strengths that the lightbulb really went on. And I think most people are in that kind of bad horoscope relationship to strengths. And strength is unbelievably powerful but it takes a little bit of digging. It takes a little bit more contemplation to really unlock them.

And so, I would highly recommend, if you’re a manager, make a study of strengths. Help your people not just take the strengths assessment but then really be in a months-long conversation, and really you should be in conversations about your strengths your entire career because the more you look into it, the more it opens up, and the more you realize, “Wow, okay, I really could develop these strengths into my superpowers as a professional.”

You want to talk about how to be awesome at your job, it’s strengths. Use your strengths. That’s the secret. It’s that simple and it’s that complex.

Pete Mockaitis
So, a big part of the game is really digging in beyond, “Oh, Activator. Okay,” “Ideation, all right.” It’s like, “No, no, seriously. What are the kinds of places where I’m getting like all these ideas? What’s the kinds of activities I’m doing as I’m getting those…?” To really dig deep such that it’s not just a, “Hey, good for you, Shane. Here’s a star for this strength you’ve got,” but to really zoom in on, “How do I cultivate that into a superpower?” and I guess what I’m finding personally as I do this sort of thing is that a lot of the gain is getting all the stuff that needs doing that are not my strengths done in different ways without me.

Shane Metcalf
Yes.

Pete Mockaitis
And it’s hard. It’s hard to let go of things, whether trusting people, developing processes and systems and talent in others, just like, “This is yours. You own this now. I’m saying goodbye because I’m okay at this and you’re great at it, and it just makes more sense for it to be here,” but it takes a lot of doing to make that handoff.

Shane Metcalf
Yeah. And I think as managers, essentially, we’re orchestrators. We are the ones with the greater responsibility to make sure that we’re helping our people actually understand their strengths. And this is kind of a recent revelation that kind of blew my mind is that every strength has a need and a contribution. Like, “What does this strength want to contribute and what is the need of this strength?”

And you can go look up like Gallup strength needs. I think you’ll find a chart on this. But it kind of opened my eyes of like, “Wow, right.” Like, part of what’s so difficult about designing cultures and designing really thriving companies and cultures is that, fundamentally, I think culture is about meeting human needs. And so, we have universal ones around belonging, and connection, and esteem, and growth, and autonomy, and mastery, and all these things. But then there’s the nuance ways that it shows up.

And, okay, Pete, you have a different top five strengths than me, I’m assuming. And maybe we have the exact same ones. It would be interesting to compare but those are all going to have their own unique combination of needs to feel truly fulfilled. And so, designing a culture where you can meet a broader range of human needs is how you win the culture game.

Business, traditionally, was like, “Hey, we only care about you as a professional. You’re a cog in the machine. We don’t even really care about your thoughts about things, let alone your feelings about things.” And, now, we’re just broadening the scope of this. We’re saying, “Actually, we want to support you in having a great life as well as a great career, because we’re in personal development as also professional development. And so, we’re going to support/nourish the whole being, the whole human.”

And I think there’s distinctions there because we’re not actually supporting the whole human. There are parts of us that truly are better off to not be addressing in the professional context. But there’s a much broader range of the whole human that we can address as business leaders than we’ve traditionally been led to believe.

Pete Mockaitis
Yeah. Okay. Well, so I love it, Shane, how you walked us back a little bit and we zoomed out and we say, “Let’s just get the fundamentals in terms of role clarity, understanding expectations associated with the role and how we cared to interact with each other, having that deeper sense of person knowledge that builds out the dossier with the top strengths and such.”

So, then now that we’ve established some of the fundamentals that almost no one establishes, let’s hear about some of these one-on-ones. What are some of the questions and content that we should be covering over and over again?

Shane Metcalf
So, again, it’s not only because it’s part of one of the main products in our platform but because I think it’s actually good practice and the science backs us up on this, is asynchronous check-ins that lead into your one-one-one. And so, what I mean by that is take a few minutes to write down the answers to some basic questions in advance of your one-on-one.

And those, “Where are you stuck? What do you need help with?” there’s a great quote, “A problem well stated is half-solved.” Get your people to state their problems and articulate exactly where they’re stuck, and they’re already half-solved. They’ve already done part of the work.

Pete Mockaitis
You know, this reminds me of just, I don’t know, junior high, high school, maybe middle school, I know, learning ages. Some folks would ask a question of the teacher and it was just, “I don’t get it.” And you can even see the teacher is frustrated, like, “I guess I could repeat what I just said. I mean, I don’t know,” versus, I noticed that the good students would ask the more specific questions, like, “Okay, wait. So, what’s RNA polymerase’s role in this whole DNA process that’s going down here? Because I see what these things did but what’s the RNA polymerase?”

So, yeah, I think that that’s well-said in terms of we have a little bit of precision and clarity and specificity associated with, “This is where I need help. This software platform makes no sense to me and I’ve asked four different people, like, how the heck to do this thing and none of them seem to have a clue. So, I need to know how to do this function in this software platform,” which is way more specific than, like, I don’t know, “Expenses suck,”

Shane Metcalf
Yeah, of course, but I also know that we have heard. Anyone who’ve been in business has heard ridiculous complaints that are only complaining and aren’t actually addressing the problem. Instead of saying…and so instead of like getting into your one-on-one, and then the person just bitching about expenses, you’ve already asked the question, “What are you struggling with? Where are you stuck?” and they say, “I’m really struggling with my expense report. I just don’t understand how to classify the lunches that I’m supposed to expense, and it just really confuses me and it just hurts my brain.”

The beautiful thing is that does not belong in a one-on-one. That is something that you can then go and answer ahead of the one-on-one, and say, “Oh, you categorize it as a benefit, a company benefit, category 12.” Boom. Done. Handled. Cleared. And then you can get into the deeper meatier issue of maybe like they also bring up that, and maybe they put this in private comment, “I’m really having a hard time with Sally, and we’re having a lot of conflict, and I’m pulling away on that team.” That’s the kind of meaty stuff that that one-on-one can be of use to coach this person on and to challenge them, and to actually challenge them through the values of the company, to challenge them to lean in and go direct with that person.

So, “Where are you stuck? What do you need help with?” phenomenal question. “What’s going well? What are you proud of? What are you celebrating?” The power of small wins cannot be underestimated. There’s a great book, a woman Teresa Amabile wrote The Progress Principle, and it’s all this research they did on what actually makes the biggest difference in improving somebody’s inner work life. And so, they had a bunch of professionals keep these journals of tracking their inner work life, how actually they were feeling at work.

And the number one determinant they found was an experience of making progress on meaningful work. And one of the easiest hacks that create a sense of progress was they actually record the small wins. And so, those are kind of just preliminary basic questions that you’d be asking ahead of one-on-ones so that you can then go in and actually have that time to get into the heart of what this person really wants.

And sometimes that’s problem-solving with issues at work, and sometimes those are actually career conversations of “What do you really want?” Like, okay, like you’re pretty happy in this role, but you know that sales isn’t actually what you want long term, and you want to start thinking about maybe actually products is calling your name, or maybe customer success is that.

And so, that’s where we get to put on the coach hat and really start thinking about, “How do I help this person get clear about what they want? And then once they know what they want, how do I help them get it?” In my experience, it’s that even when that person…even when that conversation leads to helping that person get clear that they don’t want to work at my company, it’s a good thing because they’re obviously not going to be fully engaged if they don’t want to be there.

And if you help them pursue their career as a DJ and quit, we actually had somebody do that. They were like, “Yeah,” because we hold these annual in-person company retreat, and I had an aspiring DJ and he loved DJ’ing the retreat so much he was really inspired. And through a lot of support from us, actually went to pursue his career to produce electronic music.

And, for me, that’s just the coolest. As an entrepreneur, as a founder, those are the stories that fill me up because when people actually come into alignment with doing what they actually want to be doing in life, that’s how we’re awesome at our job. That’s when we’re not wasting our time doing something we don’t want for a paycheck. It’s like doing a job we don’t like to make money for a house that we don’t ever spend any time in, and that’s just a miserable cycle. And I think we can do better in the business world on that.

Pete Mockaitis
Yeah, that’s great. Thank you. Well, Shane, we hit some big ideas and I’d love it if maybe you could just give me a couple just like, hey, top do’s and don’ts. You’ve looked at a lot of research, seen a lot of correlations across a lot of things as people are checking in and have the exchanges and answering questions. Can we wrap it, before we hear some about your favorite things, just a couple top do’s and don’ts based on what you’ve learned on management from your unique vantage point?

Shane Metcalf
Do get personal. There’s obviously nuance to this. But care about the whole person. Care about what they really want. Get curious about what they want out of life, what they want to experience, how they want to grow, and what they want to contribute. Go back to those three questions and dig deep and really understand who this person is and what are their intrinsic motivations in life. That’s going to build a better relationship. It’s going to establish more trust. And it’s, ultimately, I think going to produce a more productive working relationship.

Don’t. Don’t neglect your people. Don’t skip your one-on-ones. Don’t always cancel them because something more urgent came up. That’s going to communicate that you don’t care, that that person is not really important, and that you aren’t invested in their growth and development.

Do study strengths. Go deep into StrengthsFinder. Understand your own strengths and be really honest with yourself whether you like managing and whether managing other people is something that you want to do and you’re intrinsically motivated by. Or, is it did you get into management because it was the only way up the career ladder but, really, you’d love to actually still be coding and doing IC work?

That’s a really interesting one because most companies have it setup as a trap. Why do we have so many crappy managers that shouldn’t be managers in the first place? Because it’s the only way to gain social status and make more money. So, as company builders, as HR professionals, we need to design career progression tracks that accommodate for other ways of progressing in the company other than just being a manager.

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

Shane Metcalf
This is a poem by this guy Jed McKenna that wrote books on spiritual awakening. It’s pretty short. It’s called Open Sky.

“If you are not amazed by how naïve you were yesterday, you are standing still. If you’re not terrified of the next step, your eyes are closed. If you’re standing still and your eyes are closed, then you are only dreaming that you are awake. A caged bird and an open sky.”

Pete Mockaitis
All right. Thank you.

Shane Metcalf
And so, stay on that own bleeding edge of your development, your own evolution. We need to be on a continual journey of examining our own beliefs, reexamining what we hold as true. Adam Grant just came out with a really cool new book called Think Again which is about questioning our underlying assumptions about things and rethinking how we approach the world. And we need to be doing that. The world is changing, our jobs are changing. If we don’t reexamine them, we will be left in the dust.

Pete Mockaitis
All right. And a favorite book?

Shane Metcalf
An Everyone Culture: Becoming a Deliberately Developmental Organization. Phenomenal book about, “How do we actually create cultures that focus on developing all the humans inside of them rather than just our high potentials?” And that learning and development is something that needs to be baked into our daily process rather than to some retreat or an offsite.

Pete Mockaitis
And a favorite habit, something you do that makes you awesome at your job?

Shane Metcalf
Oh, hanging upside down.

Pete Mockaitis
No kidding?

Shane Metcalf
Phenomenal habit. Can’t recommend it enough. Various ways of doing it, everything from an inversion table to like a yoga swing. And so, every morning I do my Morning Pages, I write out three pages, handwritten, of stream of consciousness, and then I hang upside down for five to ten minutes. And then the other one inside of that is Wim Hof breathwork to alkalize the body, oxygenate the whole system. That’s kind of like my trifecta right now is Wim Hof breathwork, Morning Pages, hanging upside down.

Pete Mockaitis
Okay. And is there a particular nugget you share that connects, resonates with folks; they quote it back to you frequently?

Shane Metcalf
The journey of helping somebody become their best self is a long-term commitment. It’s not something that just happens once where you have a momentary commitment to somebody. It really is a long-term journey, and we need a long-term commitment.

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

Shane Metcalf
Yeah, so you can sign up for our content at 15Five. You can just go to our blog. I think it’s at 15Five.com/blog. You can find me on LinkedIn, Shane Metcalf. You can also follow our podcast HR Superstars where we’re interviewing kind of the leading experts in HR, people operations, culture, management, leadership. And that is you can find that at HR Superstars if you just search in any of the major platforms.

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

Shane Metcalf
Yeah. Really understand if that’s the job you want. If you fell into your life kind of by accident, and now are just in the habit of inertia, and feel like you can’t actually break out, and that’s a really dangerous place to be. Because if you’re just staying in your job because, “Well, what else would I do? Or, I don’t know how to do anything else,” it probably means you haven’t really examined the rest of the options.

And we’re always free. We can always make new choices even if it means some sacrifices and to kind of shake things up in a pretty radical way, but life is short. Let’s really actually live the life that we want to live and connect with our deeper sense of purpose and passions and be aligned with what we truly are meant to be doing here.

Pete Mockaitis
Shane, this has been a treat. Thank you. I wish you and 15Five all the best.

Shane Metcalf
Pete, thanks so much for having us.