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796: How to Make Progress on Your Most Audacious Goals, Every Day with Grace Lordan

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Grace Lordan offers actionable solutions and tips to help bring you closer to your goals, one step at a time.

You’ll Learn:

  1. How to free yourself from the fear of making mistakes 
  2. How to break free from impostor syndrome
  3. How to stop stress from hijacking your day 

About Grace

Dr Grace Lordan is the Founding Director of The Inclusion Initiative and an Associate Professor at the London School of Economics and Political Science.   

Grace is an economist and her research is focused on quantifying the benefits of inclusion within and across firms, as well as designing interventions that level the playing field for under-represented talent within firms.  Grace served as an expert advisor to the UK government sitting on their skills and productivity board, is currently a member of the UK government’s BEIS social mobility taskforce and is currently on the Women in Finance Charter’s advisory board. 

Her academic writings have been published in top international journals and she has written for the Financial Times and Harvard Business Review. Grace is a regular speaker and advisor to blue chip finance and technology firms. Think Big, Take Small Steps and Build the Future You Want is her first book. 

Resources Mentioned

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Grace Lordan Interview Transcript

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

Grace Lordan
Hi, Pete. I’m delighted to be here, and I hope that I am awesome at my job.

Pete Mockaitis
Oh, well, we’ll see.

Grace Lordan
We’ll find out.

Pete Mockaitis
Just kidding. Just kidding. No pressure. I’m excited to hear about your book Think Big: Take Small Steps and Build the Future You Want. But, first, I want to hear about your dog-kissing practices.

Grace Lordan
My dog-kissing practices, yes, I mean, that continues. And for my partner, it’s the most embarrassing thing, I think, ever because it’s not even just in private. It’s also in public. She will give me now kisses when she wants a treat. She gives me a kiss before she goes to bed at night. And, actually, when I want to laugh, I do say to her, “Casey, can I have a kiss?” and she does give me a kiss. So, for people who don’t like dog-kissing, it’s probably a really bad start to this podcast.

Pete Mockaitis
Oh, no, I think that’s adorable. My kids, lately, have been asking it at bedtime, “I want 10 kisses,” and I just love it, so. So, dog kisses, yeah, I’ll take those, too, if we had a dog. As long as the dog, I think if it’s a dog you know, that’s cool. I might be a little uncomfortable if it’s like a total stranger dog that looks kind of, you know, ill. I don’t know if I want him kissing me. But if it’s your dog, it’s all good.

Grace Lordan
I think cuteness is a factor as well. You’ve chosen your dog, so you obviously think it’s really cute, but I think some dogs do look quite intimidating. So, yeah, I think stick to kissing your own dog, for anybody listening.

Pete Mockaitis
All right. We’re already getting actionable wisdom. Thank you, Grace. Well, let’s hear a little bit about inside your book. Were there any particularly surprising and fascinating discoveries you’ve made while you’re putting together Think Big?

Grace Lordan
There were lots simply because, when I was writing it, I treated myself as an experiment. So, if you read the book, there’s lots of tips that come from scientific research, and I actually tried them out. Some worked for me, and some didn’t work for me, which I think really kind of shows that you should, when you take advice, really figure out if it’s actually working for you.

I think some of the more interesting ones were thinking, for example, about the spotlight effect, how, for me, I have a tendency towards perfectionism, which it sounds wonderful, but actually it isn’t. It’s quite crippling. And learning about the spotlight effect, that people who are paying attention to you in the moment probably aren’t paying attention to you to the degree that you actually think has been quite freeing for me, and I’ve managed to verify that as true.

So, you can take that as depressing or not, Pete, but most of the things that I do, whether I do them well or do them badly, it feels like nobody’s watching, which is very freeing for me, but it could be quite depressing if you thought about it in another way.

Pete Mockaitis
All right. Well, so I’m intrigued. How did you confirm? Did you say, “Hey, you, were you watching me earlier when I was doing this?” Or, how did you put that to the test that you were not really being spotlighted?

Grace Lordan
I think you wait for the legacy. So, if you do things like public speaking, or if you are the person who convenes round tables, sometimes you will have blunders and you won’t say things exactly the way that you wanted to say them. For example, you might not be as clear as you would want. And I used to ruminate on that, and I would ask you, if you were my colleague, who is in the round table, and procrastinate over, “What did you think?” because I’m drawing your attention, so you would probably have a few comments.

But I found out that, actually, not necessarily drawing people’s attention to it, verified for me the people weren’t paying attention to it to begin with. Then, actually, even just leaving a lag to get feedback of one week meant that people have kind of forgotten my blunders and really saw the performance as an average rather than these very small minute things that I was picking up.

Pete Mockaitis
All right. Thank you. Well, zooming out a bit, can you share what’s sort of the big idea or main thesis behind the book Think Big?

Grace Lordan
So, I wanted to write a book that was for people who weren’t able to just upheave their lives to create huge change, because I think, here in the UK, and also in the US, we hear these stories of people who have great success, and it feels like they do it overnight. So, I wanted to write a really, really realistic book but I still wanted to write something where people ended up achieving really, really big things.

So, the starting point is getting people to think big, which really is getting somebody to imagine what their life would be in the medium term, so think years rather than months, if everything worked out and you had no constraints. So, Pete, you mentioned that you have two young kids, you would basically not say, “Okay, I have two kids I have to really factor in their care in this think big.” Instead, you would just imagine, “What if it all worked out?”

And then the second step in that is saying, “Okay, now that I have this vision of myself, what does that person actually do on a day-to-day basis?” So, I think one of the places where we fall down when we’re thinking about our future is that we visualize ourselves doing these kinds of huge big things, so declaring that we have huge earnings in our company if we’re entrepreneurs; imagining ourselves giving a statement if we were a CEO; imagining ourselves doing something else as equally impressive if we’ve gone into another kind of career aspect. But we don’t think about the tasks that actually get you there and the grit on the day-to-day basis.

So, I get people to visualize those, and, assuming that they’re happy with the tasks that they visualize, I ask them to put small steps in place that gets them doing those tasks now. Or, if they’re not able to do those tasks because of a skill deficit, to put steps in place to get those skills. If they visualize those tasks, and say, “Actually, this sounds really horrible. I like the idea of running my own company, but the day-to-day sounds terrible,” then they reiterate the process again. And, fundamentally, it’s about figuring out what you love doing, but also figuring out what you love doing that leads you to something probably bigger than you’re imagining at the moment.

Pete Mockaitis
Okay. Cool. Well, so that sounds pretty quick and zippy, Grace. Is that the case? Or, how long are we talking till we land upon a vision and a plan that feels awesome for people?

Grace Lordan
So, I think it is zippy. I have exercises in the book to get people thinking about the activities they like doing on a day-to-day basis if they don’t know what they want to do so they can map back to a big dream. I have kind of guidance on the type of skills that you need to do particular careers. So, I think the think big part is actually quite…it happens really, really quick. I love the word zippy, by the way. It is actually quite zippy.

But I think the hard part is putting the small steps in place and sticking to those small steps. So, once you get over chapter two and you have this kind of big vision in mind, the rest of the book is devoted to thinking about, “How can you stick to your small steps? How can you find time to do the small steps? How can you overcome your own biases? How can you overcome the biases of others?” And that part of the journey does take time.

And I think most of us as human beings are really…find really easy dreaming of something that we might never achieve, and those small steps are the bridge to actually making it a reality.

Pete Mockaitis
All right. And in the book, you’ve got six key areas: time, goal-planning, self-narratives, other people, environment, and resilience. Can you share with us a couple of your favorite tips inside each of these areas that can help us to think big and realize those big thoughts?

Grace Lordan
So, I’ve said this so many times since the book has been written, so it feels like a cliché, but it is something that’s fundamentally true, is that time is the one thing that we can’t get back. It is our most precious resource. And one of the things that I love doing, when I feel that I’m not making progress, is time audits, and I’d encourage anyone listening to do one as well, and really divide…so, firstly, auditing what they’ve on a day-to-day basis, ideally, in 15-minute increments. And then going back and asking yourself, “Which bucket do those increments fall into?”

So, firstly, “Are these things that actually allows me to be happy in the moment or allow somebody else to be happy in the moment, or give some value?” The second are the things that, actually, are investing in your future self. So, this idea of me plus, or the person who you visualize when you think big. And the last are what I call time sinkers, and these are things that absolutely waste your time.

And when I wrote the book, my biggest time sinker is sitting in meetings. I work in the university and the meetings tend to be very, very long. I don’t know about the US, but in the UK, they tend to be very, very long, very, very boring, and no decision ever gets made. A lot of small-stake stuff gets debated. So, for me, that was my time sinker to really focus in on, “Do I need to be at these meetings if nobody is actually making a decision, nobody is listening to me?”

Another time sinker for me was spending too much time on email. For other people, it could be social media, it could be online shopping, but really figuring out what those time sinkers are and re-allocating that time to invest in your future long-term self.

Pete Mockaitis
Oh, if I may, Grace, I’m curious, if you determine these emails are taking too much time, these meetings are taking too much time, in practice, how does one just ditch them, it’s like, “You know what, not doing anymore. Hey, Dean, or whomever, not going to those meetings anymore”? How do you pull that off?

Grace Lordan
It’s a really great question. So, I think, for me, it’s going to be easier than for a lot of people because one of the benefits of working in the university is they have this thing called tenure, where it’s kind of hard to fire you. So, if no one is listening to you in a meeting, it’s quite valid for you to say to the chair, “No one’s paying attention to me so I’m just not going to show up for this.” And if they don’t change the meeting, I think that’s okay.

I think it’s harder if you have a job where you do have to show up, but, nonetheless, I think it’s possible. So, for people who I know who work in finance and technology companies in extraordinary competitive environments, one of the solutions that they have for the emails is to check emails at particular times during the day.

So, they’re not firefighters and they’re not heart surgeons, so if it takes them 90 minutes to respond to something, it’s not going to be the end of the world. And that batching has been extraordinarily effective for them. On meetings, and we might get into this in a while, in a lot of companies where I’ve kind of been working and kind of doing work about redesigning how leadership should look, is fundamentally is about redesigning meetings to give time back to your team.

So, again, moving away from these forums where we over-deliberate on small-stake stuff to an environment where we have trust, and bringing people together when the big things are at stake, or when you’re creating and when you’re innovating. And in the book, I talk a bit about how you can redesign meetings if you’re in charge of them, but also if you’re somebody who’s low-power, how you can nudge the person in charge to get you there.

Pete Mockaitis
Yeah, that’s a great turn of a phrase, deliberating on low-stake stuff. And I guess one would need to think through, “Are the low stakes just for me? Is there a low-stake for the company, for the team, or for everybody?” And I think, often, the answer is there’s little stakes for everybody. Maybe someone just doesn’t feel confident enough to make a decision on their own without gathering input. Or, they’re extroverted, they just like to chitchat.

So, I guess there’s any number of reasons why meetings appear that ought not to have appeared, but I think that’s a really great check-in question to work through there in terms of, “Is this, in fact, small stakes for everybody? And are we just talking because here we are and we’re intellectual creatures who have different ideas so we’re going to talk about them because that’s the topic placed in front of us?”

Grace Lordan
I think it comes from a really good place, so I think, as organizations grew, it was hard to build trust in organizations. Because, if we think back a hundred years as things were actually getting bigger, usually, you were just battling a growth cycle, so the idea of putting structure around meetings probably wasn’t something that dawned on anyone, particularly when people were working nine to five and time wasn’t as scarce as it is today.

I think, now, we fundamentally have an oversupply of meetings to discuss small-stakes stuff because we want to be transparent, so it comes from a really good place. So, if, for example, I’m interested in how many bike racks that I should put outside buildings, it’s nice for me to ask you, Pete, because I feel that I should be an inclusive person but, for you, that’s taking your time.

So, I think the battle for leaders and for companies now is to, firstly, figure out, “What are the things that are low stakes and what’s high stakes?” and put transparency around the low-stake stuff for the one person or the two people who might really want to see how that decision is made. They should be able to go online and look that up.

But I think for the rest of the people who are actually happy to trust and give autonomy to their teammates, then they should get on with it. And I think part of it is that leaders themselves shouldn’t be involved in the low-stakes decision-making. So, for example, if I’m in your team, Pete, and you’re the leader, you, like everyone else in the team, should accept me making decisions without you being there, and the mode of transparency that’s open to the team.

And I think I see in teams now, particularly in finance and tech where I do a lot of work, where people are moving towards that mode, and they’re getting just a lot of time back. And people are ending up being happier, safe in the knowledge that when the big decisions are being made, they’ll be called into the room.

Pete Mockaitis
Certainly. And I like the bike rack example a lot because you can very politely say, “You know, I trust you and whatever you decide with regard to how many bike racks is fine.” And then that might be a good little test for yourself internally, like, “Do you have any input here?” It’s like, “Actually, I guess I wouldn’t want you to add hundreds of bike racks, such that the closets are…or the hallways are really crowded, but other than that, I mean, really, you could have five, you could have 50, and it’s just fine with me.”

Grace Lordan
And most people will make a really sensible decision in that domain. And there are these experiments that are fantastic in behavioral science, where they give people things to deliberate in meetings, and they look to see how much time they spend on items, like the bike rack, as composed to items like project choice, capital structure decisions, pensions, and people tend to spend more time talking about the bike racks because, fundamentally, in meetings, most people can give an opinion on a bike rack because it’s a very easy thing for us to conceptualize.

When the material gets hard, you get much fewer questions. And, actually, for the meetings to work, we need it to be the other way around. We need it to be people like me who don’t necessarily and fully understand the question on pensions, for example, to be asking the questions so that everyone in the room gets to understand that really big decision, and we should leave the bike racks to somebody else to decide.

Pete Mockaitis
That’s a really good perspective, and I’m amused by podcasters. I’ve been in some podcast forums where folks have a question about, I don’t know, cover art, which kind of matters. It’s not the number one thing but it sort of matters. But that’s very easy for anyone to opine on, like, “I like the yellow one. I like the one with the bigger face,” a piece of art or design anyone can comment upon but, really, what’s most critical is, “Okay, do I have a show that serves a real audience and a real need that’s somewhat distinctive and/or superior from the alternatives available?”

But that’s a lot harder to…like, you’d actually have to do some research to be able to tell you, to opine on that as opposed to, “I like the yellow one.” And yet, yeah, that’s great. So, in a way, the primary driver of deliberation time is not so much importance or value but just, I guess, ease of folks having opinions on, opine-ability. I don’t know what we’d call that.

Grace Lordan
So, in behavioral science, there’s a whole area of research that talks about shared information versus hidden information. So, the shared information are the things that we have in common this evening when we’re talking. And for a podcast, it probably makes sense for us to focus on things that are shared, otherwise it would sound really weird for the audience.

But if we’re working together, the value of us as colleagues is actually in our hidden information, so you’ll have insights that I don’t have, and we should take time to learn those for the big stuff. But we should hire somebody who we can delegate the small stuff to so we actually have that time. So, some of the kind of work that I do is really getting people to, firstly, understand what we’re talking about to be true, but, secondly, to get comfortable talking about that hidden information.

Because one of the first things we do when we have new colleagues in companies is that we kind of condition them, if they’re going to stay with us, to conform to the type of information that we like sharing in meetings, which really gets rid of the comparative advantage we get when that person comes through the door. And it all comes down to our ego.

As humans, we just like to be comfortable in conversations where we fully understand what’s going on. But, obviously, to learn something new, there has to be lots of moments in our life where we’re sitting in rooms where we fundamentally don’t understand something. We grapple with that so we get on the same page as somebody who has a different perspective or unique information compared to us.

Pete Mockaitis
All right. Thank you. Well, so we had some thoughts on time. How about self-narratives?

Grace Lordan
Yeah. So, one of the interesting things for me, because my background is in computer science, so one of the biggest learning curves for me has been that people prefer storytelling over data. One of the most interesting things to me in the psychology literature is that the biggest storytellers we are, are the stories that we essentially tell ourselves.

So, if I’m ever going to do something new, what actually goes on in my mind just before I do that particular thing is going to govern how well I actually do it in the moment, how I feel coming out of it, and whether or not I’ll engage in it again. And in Think Big, I kind of explore the idea of self-narratives that might be holding people back, like, “I’m not good enough,” “This doesn’t necessarily suit me,” “I don’t have time for this,” and really getting people to challenge those narratives so that they get to move forward in a way that feels much freer.

And I think, again, kind of in writing this and in talking to different people on their perspectives, what are the things that really stood out for me is, fundamentally, people often don’t see that. It’s themselves that are the majority of what’s holding them back as compared to other people. We usually see it really clearly if somebody else puts an obstacle in our way, but those obstacles that we have through the image we have of ourselves, which is probably not true, by the way, is something fundamentally that, I think, people need to address in order to achieve and, given the topic of this podcast, be awesome at their job.

Pete Mockaitis
Okay. Very good. And so, if we’re exploring the stories that we’re telling to ourselves or about ourselves, do you have any pro tips on identifying what stories may not be serving us so well, and how to reframe them?

Grace Lordan
Absolutely. So, I think that there’s kind of two different ways in which you can go about this. So, the first is that you can start listening to yourself, essentially. So, when you have these big moments, recognizing whether or not you’re going into imposter syndrome; recognizing whether or not your self-chatter is saying that you don’t necessarily have enough time, which is my one, by the way; recognizing what that actual narrative is; and challenging that narrative in the moment by giving disconfirming evidence.

And I think that there’s some good evidence in psychology that this can work for people, I’m quite skeptical because I can’t imagine myself being in a situation where I’m about to do an action that’s making me nervous, and I find myself having the strength to have that argument with myself internally. So, I prefer the other approach, which is really to, once you’ve identified that narrative, to think about actions that disconfirm that particular narrative and engage in those regularly.

So, really, for example, if you think about somebody whose self-narrative says that they’re a smoker, so they now start saying, “Actually, I’m not a smoker. I’m somebody who does something different.” So, every time that they might think of a cigarette, instead of going and smoking, they bring that narrative to the fore so that they’re swapping out one behavior for another behavior in themselves.

Pete Mockaitis
Okay. Cool. And then when it comes to resilience, how do we get a boost there?

Grace Lordan
So, the chapter on resilience, I actually wrote before COVID, and I think it’s been the most popular chapter in the book because, during the COVID pandemic, a lot of people really wanted to figure out how they could become more resilient when they’re at home. Again, in the same flavor as the book, I really lean on what are small things that you can do on a day-to-day basis that will preserve your resilience reserves or also enhance them.

So, I’ll give you two, which are two of my favorites. So, the first is to really reflect what you do when something negative happens to you. So, whether or not it’s a colleague insulting you, not getting a promotion, to something even bigger than that. What are the typical types of reactions that you have? So, really kind of engage in that self-awareness.

And for behavioral scientists, we call that period affect. So, basically, you’re reacting with emotion and you’re in this hot stage which probably isn’t the best for you to make decisions about your way forward, figuring out what you’re actually going to do in that period. So, for me, in the book, I give the readers a list of things that I do that range from a walk around the block when it’s something small, to taking bigger timeouts to have to spend some time with friends and get the healthy jolts of confirmation bias when things are a bit worse.

And then the second stage is dealing with the problem. And I ask people to do this ahead of time, so really think about, “When negative things happen, what are you actually going to reach with?” so that they’re not reacting with their emotions. And this is particularly useful, I think, for people who do become very emotional when things don’t actually go their way.

Within companies, you can also do this within teams so if you’re trying to build psychological safety, you could think about saying to your team, “Look, there’s going to be moments where things don’t go our way. And when things don’t go our way, we’re going to take a timeout, and this is what the timeouts can actually look like.” And that does something for the team in giving them certainty about what would happen in an uncertain situation. And with respect to the individual, you’re essentially giving yourself certainty about what you’re going to do when things don’t necessarily go wrong. So, it seems to be very effective.

The second then is to really go into a battle with loss aversion. So, if you can imagine yourself, Pete, and you’re walking down the street today, this won’t happen in London, by the way, because the weather is extraordinarily hot today, but if you’re walking down the street and it’s a rainy day, and somebody splashes you with a puddle, so they go through, you’re soak from head to toe, and you’re meant to go somewhere important. How would you react in that situation?

Pete Mockaitis
I would probably say, “Aargh!”

Grace Lordan
Would you shake a fist? Would you be annoyed at the driver?

Pete Mockaitis
Oh, sure. I’d be annoyed, angry, confused, startled, yeah.

Grace Lordan
Would you tell the story later to other people?

Pete Mockaitis
It really could go either way. I suppose if I was entering a room and everyone says, “Whoa, why are you covered in mud?” I would absolutely tell them.

Grace Lordan
You might do it.

Pete Mockaitis
I’d probably tell my wife but, yeah, I’d probably lead with that.

Grace Lordan
But it would stick with you even for that moment where you have that angry burst, you have a negative reaction. That seems to be what most people would have, then some people would carry it with them for their day, and then some people would just find it really hard to get over. So, you have these kinds of three types of people, if you like.

You get the same when you have somebody who insults you. So, if you can imagine yourself being in the workplace and somebody says, “Pete, you’ve done an extraordinarily bad job today. I don’t know why you came to work,” usually people inside will feel quite negatively towards that person. They might tell their spouse or they might tell a friend, but it really weighs on their mind.

Or, if a colleague ignores them, the same thing. So, if a colleague ignores them, they do feel negatively towards the person, “What’s going on? Why is Jim ignoring me today? I don’t necessarily know what’s going on.” And on the other side, we don’t celebrate when we don’t get splashed by a puddle. We don’t celebrate when people are incredibly kind to us and give us compliments in work. We’re very unlikely to celebrate when somebody kind of gives us that greeting in the hall with a big smile on their face.

And it’s actually been shown kind of time and time again that people who focus on those moments, the driver who slowed down without actually splashing them and ruining their day, the person who is incredibly kind to them, the person who gives the good greeting, if you concentrate on those at a certain point in the day, which is known as gratitude in the literature, or celebrating small wins, if you’re a behavioral scientist, it really allows you to not just kind of preserve your resilience stores because it moves the focus away from bad things that have happened to positive, but also allows you to become more resilient because you recognize that you have these good things going on in your life.

And that is something that I really kind of encourage people to try and see if it works for them. For me, I’m not a great journaler so I usually do this at the end of my day, like 7:00, it would be later tonight, and I write down that I’m really grateful for a good conversation with Pete. And having those moments where I actually kind of look at my day, and say, “Yes, everything didn’t go my way but there were these things that actually stand out that life is going in the right direction,” is extraordinarily resilience-preserving and incredibly easy to do.

Pete Mockaitis
Well, Grace, you’re also an authority on issues associated with bias. Can you speak to some of the takeaways there that can help us be more awesome at our jobs?

Grace Lordan
Yes. So, I wrote a whole chapter on bias in the book and one of the things that I ask people to recognize in the beginning is to think about what is the proportion of their journey that belongs to them, and what is the proportion of the journey where they rely on other people.

And then we go deep-diving into the biases that traditionally hold people back. And one of my favorites is confirmation bias. So, it’s my favorite because confirmation bias is both a good thing and a bad thing. So, when you’re having a really crummy day and things haven’t gone your way, you absolutely want somebody who’s going to take your side, who’s going to tell you that you’re right, and who isn’t going to put up a fight against you when you say to them it was all somebody else’s fault. You absolutely want that.

However, if we bring confirmation bias into the workplace on our regular days when we’re trying to do our job, when we’re trying to get critical feedback, it really, really will hold us back. And confirmation bias is a tendency for me to hold a belief and then go looking for evidence that actually confirms that belief.

So, for example, if I’m somebody who believes that we should go with a particular project at work, or, to use our example, that there should be ten bike racks outside the building, I will look for evidence that confirms that particular belief. But, of course, there’s lots of other perspectives that I should be taking into account when I’m making big decisions, like, the project to actually take on, a colleague to hire, or who to actually promote.

And, fundamentally, I think some of the battles that we have at the moment is getting within teams and individuals to really look outside themselves, for perspectives that aren’t their own, and to battle their own self-beliefs. And if you think about whether or not you’re growing as a person, it can be really helpful to ask yourself when was the last time that you changed your mind on something that was a fundamental belief to you.

So, you come into this world, we were brought up in a certain way, we go about our journey, and we kind of create particular beliefs. When did you actually change your mind? And in the absence of being able to identify when you changed your mind, being honest with yourself, and saying, “When did I sit down with somebody who held a different belief to me and had a conversation with them?”

And, for me, most of my work is in companies when it comes to investment choices, colleagues to hire, colleagues to promote, but you can also link this to what’s kind of going on in society and different perspectives with respect to governments and ideologies, and people just aren’t talking to each other. And what it really comes down to is, as human beings, again, our ego lends us to hanging around with people who have the same viewpoints of us and always wanting to be right.

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

Grace Lordan
No, I’m good.

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

Grace Lordan
I think I’m going to go with Madeleine Albright, who has passed away very recently, who said, “There is a special place in hell for women who don’t help other women.”

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

Grace Lordan
So, I have a number of them, but one that I refer to a lot is one that was done in the ‘60s on the Pygmalion Effect that really demonstrated that when researchers went into schools and they picked out the kids that had the highest ability, and then when they went away, and they came back and they looked at the kids’ test scores, well, they actually were kids who had done incredibly well.

But what was really unique about this study was that the kids had been randomly selected on the first day. So, they weren’t the highest ability at all, and it really demonstrated two things. So, firstly, self-belief of the kids mattered because they have been given the label that they were high ability but also the belief in the teachers towards these students.

So, if you are somebody who is struggling or who isn’t doing incredibly well at work, it might just be that you don’t have a manager who’s giving you opportunities to thrive. And why I picked that one this evening is it has been replicated many times in companies to demonstrate that somebody who isn’t doing particularly well in one team under a particular manager, when they move and the manager actually believes in them and inputs into them and gives them opportunities, they do tend to grow.

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

Grace Lordan
I love a lot by Ryan Holiday. So, at the moment I’m reading Courage is Calling, which is an absolutely amazing book, and I’m really looking forward to the second part, which is coming out in September on discipline. I think the work he does that really links to stoicism and some other concepts that have been long forgotten, and bringing them into the modern day is just so unique. I would really recommend people reading him.

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

Grace Lordan
iPad. So, my iPad is used to check my emails. So, on every other device, I don’t have my emails come in and ping and distract me. I use my iPad as the accessory where I check my emails, and it’s been the one thing that has really allowed me to increase my productivity in the last decade.

Pete Mockaitis
So, you don’t view or reply to any emails on your computer?

Grace Lordan
No, or phone. And, at the moment, it’s in a different room, so the cost of me checking it is actually really high. So, if you said, “I want to go and just make a coffee, I’ll be back in two minutes,” previously I would be checking on my phone, answering some emails, getting distracted, and not being in the moment. Now, I have to physically walk out, get it. Sometimes I do do it on autopilot, I won’t lie, but the majority of time, it has become conscious. So, it’s not the tool itself, but it’s what it enables me to do.

Pete Mockaitis
Okay. And a favorite habit?

Grace Lordan
Favorite habit is I was going to say the email checker, but I’m going to pick something different. It’s walking my dog. So, I walk her morning, afternoon, and evening, very short in the afternoon, and it’s really just a chance to get mindful.

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

Grace Lordan
So, I say a lot that time is your most precious resource, and people do, on Instagram, let me know what they’re using their precious resource for. And so, we can’t get it back. So, really bringing people’s focus to time.

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

Grace Lordan
www.GraceLordan.com.

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

Grace Lordan
Yes, I’d like people to make a pledge to have one small change in their life that will make them be awesome at their jobs. If they’re not sure what to do, it can be doing a time audit. So, figuring out what they did in the last week, breaking that time into 15-minute chunks, and dividing it into things that are time sinkers, things that give you happiness in the moment, and things that are going to make you move more towards your future self.

Pete Mockaitis
All right. Grace, thank you. This has been a treat. I wish you much luck as you think big.

Grace Lordan
Thank you, Pete. You’re absolutely awesome.

790: How to Stop Being Overlooked, Underpaid, and Undervalued with Arika Pierce

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Arika Pierce reveals the simple steps to improving your visibility and value in the workplace.

You’ll Learn:

  1. The critical assumption that keeps professionals from advancing 
  2. How to properly negotiate for a raise or promotion
  3. Three rules for more visibility when working remotely  

About Arika

Arika Pierce, President and Founder of Piercing Strategies, is a leadership development coach and expert with a passion for creating forward-thinking leaders. After 15 years of corporate leadership experience, her 360 view of leadership has empowered her to help individuals hone their goals and reach their full potential.  

 

Resources Mentioned

Thank you, sponsors!

Arika Pierce Interview Transcript

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

Arika Pierce
Thanks so much for having me. I’m excited to be here.

Pete Mockaitis
Oh, I’m excited to be chatting, and I dig your book title I CAN. I WILL. WATCH ME.: How to Not Be Overlooked, Underpaid or Undervalued.

Arika Pierce
Yes, i.e., “How to be awesome at your job.”

Pete Mockaitis
That’s right. Nice healthy overlap there. Well, tell us, can you kick us off right from the bat, is there a particularly surprising discovery you’ve made about folks being overlooked from your work with clients and putting together the book?

Arika Pierce
One of the things that I hear all the time, especially with clients that I work with, is, “I want to be promoted,” or, “I want to advance in my organization. I feel stuck.” And one of the first things I’ll ask them is, “Have you had that conversation about your next steps or your interests or your desire to advance? Are you sharing your impact, your results, all of those things?” And there’s an assumption that, “No, my manager knows all of that.” I’m like, “Maybe they don’t.”

And so, sometimes people need a really clear roadmap on just how to really articulate and do the things to showcase yourself and to get to that next level. And that’s really what the book is about, it’s that roadmap because I think we assume, “Oh, I’m working really hard. Everyone knows my results, or they know that I want to work the cool projects or initiatives or lead the team,” but unless you really lay that out, especially in todays’ world, it might not be known.

Pete Mockaitis
Okay. And I’m curious, what’s your sense for, if you had to…maybe you’ve got some hot research or a rough sense, what proportion of professionals do you think are, in fact, overlooked, underpaid, undervalued?

Arika Pierce
I would say my informal research is probably somewhere around, I would say, 75%, and I do think that there are some groups that tend to get overlooked more than others. I work a lot with women and I think sometimes we, as women, are not as vocal or we are scared to be bragging or doing things like that. And so, as a result, we’re overlooked for opportunities or we’re not as visible.

So, I think it really comes down to sometimes some personal factors but I do think that there’s only a small segment in most organizations, in my experience, that is always making sure they’re staying at the forefront of the key stakeholders’, who are making decisions about their careers, minds.

Pete Mockaitis
Okay. And so, how do we know if we’re in that 75% or the fortunate 25%?

Arika Pierce
So, the first thing I say, I do a lot of work also around personal branding, is you should start to talk to the people who are making decisions about your career. The first thing to know is that it’s not just your boss, there are other stakeholders who have influence on whether or not you advance, whether or not you get, again, those visible assignments or projects or client work.

And so, you need to know who those people are and start to ask them questions, “Is my name coming up when there’s discussion about advancement opportunities? What are the words that you would use to describe me? How much do you think the work that I’m doing is connected to the overall direction of the organization?” Start to ask those questions. And if you’re getting a response where someone’s just kind of looking at you with, “I don’t ever think about you when I think about going far,” then you’ve got some work to do.

Pete Mockaitis
Okay. So, ask the questions and we get that vibe. And I guess I’m curious, are there also, on the underpaid side of things, there’s a number of places we can go online to research, “Hey, what is competitive salary for my role, etc.?” Any favorite places you like to go there?

Arika Pierce
So, you know what, my favorite place to go is to ask other people that are in your industry, perhaps that may not work at your same organization, and to start having more transparent conversations about what they’re being paid, even if it’s just a range if you’re not comfortable necessarily always sharing exact numbers. But I think that that’s kind of the best research. There are other places online you can look but sometimes just having those conversations with those like-minded peers can be the most transparent in terms of research and data that you’ll ever get.

Pete Mockaitis
Okay. Now, if that feels awkward, uncomfortable, do you have any suggested verbiage or scripts instead of just saying, “Yo, how much money you make?”

Arika Pierce
Well, again, I think that’s why it’s important to have a strong network. And so, I think if you have, especially mentors or other peers or colleagues, it’s to say, “Do you know at your organization about the range that someone would be making?” that’s either the position you’re in or the position that you’re seeking.

Or, you could say, “I was looking online and I saw that this job, this position, typically pays around X amount. I’m just trying to bounce that around with some people who might have a sense. Does that sound right to you about what you think this position should be making or would you say it’s 20% higher, 20% less? I’m just getting that type of feedback.”

And so, that again, we get really uncomfortable talking about sometimes, money and salaries, but that’s sometimes the best way to really get a sense on what the market is paying for certain roles.

Pete Mockaitis
Okay. And could you bring it together with an inspiring story perhaps of someone who was, in fact, overlooked, underpaid, undervalued, and what specific steps they did to reverse that and what became of them?

Arika Pierce
Sure. So, I actually have a client that I’ve been coaching for about two years, and she came into her organization, she was new to her organization, I should say, when she came into the role that she’s in. And what happens a lot, the job she thought she was coming in, and the job that it actually was, there was definitely a delta. And so, she started doing some of that informal research where she both looked online at different places but also started having some conversations with other colleagues or peers and just, again, getting that range.

And so, when she brought the information to her boss, she really approached it as more a negotiation versus asking for a raise, and said, “Look, I really want to align the work that I’m doing because it’s not exactly the scope that I was hired for. It’s much larger. I don’t have a team. I’m doing everything myself. And based upon my market research, this range is more closely aligned with the level of work that I’m doing.”

And he appreciated, actually, the way she presented it, and she also could show her impact, her results, all the things that she had brought to the organization in just a very short timeframe, and he said, “You know what, you’ve made a great case. And I can’t do anything right now but let’s put together a package that we could present.”

And so, one of the things I always tell people is just get a commitment to the next step. It’s very rare where your boss is going to say, “Absolutely. Let me put the paperwork in right now.” But she did get a commitment that they would revisit it in 90 days, and she did eventually get a very substantial raise.

Pete Mockaitis
Okay. Beautiful. And so, I think in terms of the starting point here, I think many of us might have some butterflies in the stomach, some jitters, not the confidence to boldly have such conversations. How do you recommend we start?

Arika Pierce
Practice. She and I practiced that conversation probably about three or four times before she actually had it with her boss. So, I recognize it’s not easy to go in and to even start the conversation but you need to practice. Have a friend, or if you have a coach, or a partner, another colleague, someone that you can actually have a good roleplaying conversation with, and practice it going a number of ways.

Practice them shutting you down immediately. Practice them pressing you for more information. Practice them saying, “You’re absolutely right.” And you knowing how to then, what are those next steps. So, you just need to definitely make sure that you’re prepared for the conversation. I also think it’s good to lay the groundwork.

So, I wouldn’t just go in and immediately ask my boss or manager on Friday at 3:00 o’clock if I could talk to him about making more money, but you want to start laying that groundwork early. Make sure that they know what you want to discuss before so they come into the conversation with the right mindset as well. And then, again, really look at it as a negotiation.

I think when we go into it, like we’re asking for something, it feels that we’re shut down immediately, that we failed, but go in and really negotiate. And some of it may be salary, some of it may be other parts of what you’re seeking. Maybe it’s more visibility to work on projects that are at a higher level. Maybe it’s a title change. Maybe it’s just better understanding, “If I’m making this, what do I need to do to get to making X?”

So, there’s a wide range of things that that initial conversation could be about but, more than anything, you want to make sure that you’re prepared. And the best old-fashioned way to prepare is just practice, practice, practice.

Pete Mockaitis
Okay. Beautiful. All right, Arika, well, backing it up a little bit, can you share with us what is your general approach and first steps if we want to be in the groove of not being overlookable, underpay-able, under-valuable?

Arika Pierce
So, it really gets down to having a strategy. I talk a lot about, in the book and also just with a lot of my coaching clients, is that being ambitious is not enough. You must also be strategic. So, for example, when it comes to being more visible, you should sit down and spend some time thinking about what is important to your boss or your manager, what is important to your organization, and you need to make sure that the work that you’re doing can be connected to that.

Oftentimes, I see people who are so busy, they’re spinning their wheels, they’re completely worn out, and they can’t figure out why they’re working so hard, yet people around them who appear to not be working maybe as hard as they are, they seem to be always getting that promotion, or getting that visible project, or doing things that, in some ways, feel a little bit unfair compared to how “hard” you might be working.

And so, oftentimes, that’s because they are doing things that are important to their boss and manager.

So, that’s one of the first things you need to do, is connect the work that you’re doing to what’s important to your boss, what’s important to your organization. And if you can’t make a connection, then you have a problem.

Pete Mockaitis
And when you talk about making the connection, it’s funny, I’m very good at rationalizing things in my brain, and so I’m imagining that it’s more about ensuring that the stuff you’re actually doing is that which is valued as opposed to telling a good story about it. Is that fair to say or is there some value in the storytelling, too?

Arika Pierce
So, I think there’s value in the storytelling, too, but you just have to make sure you’re telling the right story. So, for example, we know a lot of times higher-level management, they manage by soundbites so you want to make sure that you’re giving those soundbites when you do have their ear. So, if you know, for example, that there’s a client that’s the client that matters the most to your boss, then think about, when you have those conversations with your boss, how can you show that you’re overdelivering or you’re doing the things that are keeping that client happy or that are retaining the client.

Or, are you spending your time talking about things that relate to another project that you know is a much lower priority to your boss? So, think about those types of things. Again, that’s where it comes to being strategic. It’s being focused and knowing what those high-visibility areas are and making sure the work that you’re doing is connected to them, but it also is about the story that you’re telling, about how you are helping to deliver whatever it is the end goal is for that particular initiative or project or opportunity.

Pete Mockaitis
All right. So, can you share with us some particular tactics in terms of figuring it out, like what is strategically valuable, and then shifting ourselves over to doing it?

Arika Pierce
Sure. So, the number one thing is, if you don’t know what’s important to your boss or your manager in terms of that they’re working on, that they’re doing, then you need to have a conversation and ask. Oftentimes, when we have, for example, one-on-ones with bosses or managers, those people use that time to go down, “This is the task that I’m working on. This is how I’ve been keeping busy.” And sometimes that might be appropriate, but other times you really want to be having a deeper-level conversation.

You could always send a list of what you’re working on in advance of that one-on-one time, but actually spend that one-on-one time getting more information about, again, what are the strategic opportunities that are happening, or initiatives that are going on in your organization, what’s keeping your boss up at night, what are the things that they’re working on that they feel are critical. Spend time getting more information about that, and then, again, finding ways where you can insert yourself into those projects, into those initiatives.

But, again, sometimes it’s just as easy as having a conversation. When it comes to your organization’s overall growth and strategy, most of the time that information can be found in strategic plans or just, again, having those higher-level conversations, asking boss, your manager, your peers, your colleagues, “Where do you think we’re trying to go in the next three to five years? And how do you think our team fits into that plan?”

And those are the types of people who really advance and go to that next level. So, ask those types of questions. Especially right now, it could as easy as asking if you could sit in on maybe a meeting or something that’s happening at a higher level so you can get that greater level of visibility. And then really look at your calendar, look at your meetings, look at your to-do list and the things that you’re working on. Are they all tactical things or are they things that also can be connected to those initiatives that you know really matter?

Pete Mockaitis
All right. Well, let’s say we’re doing all these things, and somehow, it seems like we’re still getting overlooked. Maybe we’re in meetings and we say stuff, and people seem to just not acknowledge it, or someone else says almost the same thing we said, and then it’s like, “Well, I just said that. Why are you getting all the head nods and I’m not getting the head nods?” or maybe folks are stealing credit. Can you walk us through some of the other tricky realities that pop up even when you’re doing the right work?

Arika Pierce
Well, everything that you just said, and I’ll be honest, I have personally experienced many of those when I was in my corporate career. And, again, that’s why it’s really important to make sure that you are clear on your own accomplishments, you are clear on your impact and your results, and you really are finding opportunities to insert them and re-insert them into conversations.

I think, oftentimes, especially when it comes to having conversations about our work, our results, our impact, those happen once a year. When? During performance reviews. We have to change that. We can’t expect everyone in the organization or the people who matter for our growth in the organization to know and remember everything we’ve done over the course of 12 months. And so, making sure that you’re finding opportunities to strategically share those accomplishments, those wins, is really important.

And it goes back to what I said previously about the soundbites. One of my favorite tips that I actually learned from a woman named Sahara Downing, who does a lot of work around personal branding, is every call that you have with perhaps your team, your stakeholder, your boss, instead of when you get on, especially in Zoom, and you’re talking about the weather, like, “Oh, is it raining there? What’s the temperature?” use that as an opportunity to share a win.

When someone says, “Hey, how’s it going?” Instead of saying, “Oh, it’s fine.” Say, “Oh, it’s going really well. I just got off the phone with a client that we’ve been having a lot of trouble with, but we had a great conversation and they really gave a compliment about how committed they felt that our team has been doing to help working through a difficult time.” So, find those opportunities to really make sure that you’re sharing what you’re doing, the results and the impact. Don’t wait to be asked or don’t wait for that performance review time.

And then, also, if you feel as though you’re still not getting accountability and visibility, then those are the hard conversations that you both need to have with yourself as well as with perhaps a boss, a manager, or a mentor because those could be indicative of, “Am I in the right organization? Am I in an organization that’s going to recognize me, and that’s going to allow me to thrive, not just survive?” And, to be honest, it might not be an organization for you that you’ll thrive if you’re working really hard and still not getting visibility.

So, that’s why it’s good to do these check-ins but make sure that you’re doing what you’re supposed to be doing, not just waiting for someone to say, “How’s it going? How’s your work product?” You want to make sure that you’re leading those conversations.

Pete Mockaitis
That is good. And sometimes, when folks are asking you, “How are you doing? How’s it going?” that’s exactly what they mean. It’s like, “Show me progress now.” But it feels rude and almost dehumanizing, like, “Show me progress now, work robot.” So, I think that’s great to be thinking in advance about how you’ll respond to, “How’s it going? What’s new? How are you doing?” because it’s very easy to forget about something, like, “Oh, yeah, that felt good but it was three days ago.”

Arika Pierce
Right. Right.

Pete Mockaitis
But if you have that in mind, you’re thinking about that and you’re ready to go and offer that right in the moment, and that’s really handy.

Arika Pierce
Exactly. Exactly. Because we suffer from recency syndrome. We only remember what just happened. And we also suffer from we remember the bad days. So, if you have that brag list, that accomplishment list, and you’re updating it on a regular basis, I think you should update it weekly, then you have those go-to things that you can share on-the-fly because you can always just look at them, and to say, “Okay, have I shared with someone that this happened, or there was an accolade?” Everything doesn’t have to be the Super Bowl. There are wins every single day. I guarantee they are happening in everyone’s professional career.

Pete Mockaitis
And if folks are stealing credit, how do you navigate that?

Arika Pierce
Well, I think that’s also when you want to have those conversations. If you feel as though someone is taking accountability for your work, or for your ideas, or for your thoughts, I think there’s two ways to approach it. I think one way is directly going to that person, and say, “I saw that you received credit for this but I actually was the one that was leading that project. So, I want to make sure, can you explain how this is something that everyone is acknowledging you for and not me?”

But, also, again, I think this is why it’s important to be having these regular conversations with your manager and with your team so that there can be very little gray areas for people not knowing exactly what you’re accomplishing and what you’re doing. Oftentimes, it’s just the people who are more vocal. It might not even be that they’re stealing your credit but they might be just more vocal about what they’re doing, even if it’s minimal. And so, I think, at times, again, it can feel very uncomfortable but it’s good to do things that make you feel a little bit uncomfortable, and perhaps that is talking about your part and your piece of it.

The other thing I will say is that when you see this happening to someone else, I think it’s a really important exercise to always connect it back to the person who should have ownership of an idea, of a thought. It could be in a meeting where someone says something, and then someone else says the exact same thing. You should be the one to stand up and say, “Oh, that was a great idea, Pete. It was great that you added on to what Arika just said.”

And so, when you start to get into the practice of doing this yourself for other people, I do believe that others will start also to get into the practice of doing it for you, but you can also say that to someone. I’ve done that before where I’ve said something and they have said the exact same thing, and everyone is like, “Oh, great idea.” I’m like, “Oh, I appreciate the fact that you confirmed the idea that I just shared.”

Pete Mockaitis
Got you. All right. And I’m also wondering, when it comes to the remote work dynamic, if you’re remote, it seems like there’s a higher risk associated with being overlooked. Do you play the game any differently or any particular strategies you want to employ in this context?

Arika Pierce
Absolutely. So, I believe that remote work is here to stay. It’s been here for a while. I worked remote for the last five years of my corporate career, and that was before COVID or anything hit. And there’s a couple of, I think, rules of engagement for remote work and visibility. Number one, you have to be over-communicative. This is not the time to not answer emails or to not respond to instant messaging, all of those things.

I’m not saying that you have to stop everything you’re doing every time a message comes in but you have to recognize that when you are working remotely and people don’t hear from you or you’re not really responsive in a timely way, the default assumption is going to be that you’re not working, that you’re not engaged, that you’re not doing what you’re supposed to be doing.

And so, sometimes it can be a matter of acknowledging that you received the message and that you’re going to get back to someone in the next 24 hours or something of that nature, but it’s really important to be overly communicative. I also think this is the time, too, where you have to make sure that you are getting that time in with your boss or your manager to really talk about the impact that you’re doing.

So, again, going back to the one-on-one time, if you don’t have regular one-on-one time with your boss in a remote environment, then you should really be the one to drive scheduling it. Sometimes we feel like, “Oh, my boss doesn’t require it so we don’t do it.” I would flip that around, especially remote, I would ask my boss, “Can we set up time weekly or bi-weekly so that we can really catch up and focus on some of the work that I’m doing?”

So, don’t think just because you’re in meetings with your boss or manager on a regular basis that you don’t need that one-on-one time. It’s really important to get their focused attention. And then going back to also what I said earlier, make sure that you’re using that time effectively. It’s not the time to always go through what you’re working on.

It’s actually the time to really talk through about your impact, your results, other areas that you’d like to see yourself stretch and grow, to know what they’re working on, what they’re focused on, because, again, you may not be getting that time you would typically have in the office where you could sort of foster or nurture that relationships. So, at least having dedicated time with them on a one-one-one basis becomes much more incredibly important.

And then, lastly, I am a firm, firm, firm believer in turning the camera on. I know everyone has a love-hate relationship with Zoom and Teams and the video camera but I do believe that if we want to foster relationships and we want to make sure that we’re, again, having that visibility, being able to see someone’s face, their body language or facial expressions when they’re speaking, it makes a huge difference.

Also, when your camera is on, you are less apt to multitask, which is a huge problem right now. I struggle with it even when I’m teaching workshops and trainings, and people have their cameras off because I know that they’re doing work while we’re supposed to be focused on a particular workshop or building on a particular skill.

So, I think turning that camera on and being engaged and really participating in conversations and not checking out, I think that’s the biggest risk of remote work is that if you’re not seen, then it’s out of sight, out of mind. It’s very sort of basic premise of you have to really be seen in order to be visible. Being seen means actually being seen on that video camera.

Pete Mockaitis
And I would add to that that, ideally, not that you have to have some super fancy studio but having clear, appealing light and sound as opposed to a crispy distant sound just doesn’t have a great impression.

Arika Pierce
One hundred percent. I’m leading a communications workshop right now for a team, and I’ve shared with them, like, “If you work remotely, and this is where you’re going to be for the near future, invest in something like a microphone if your laptop doesn’t have great audio. It doesn’t matter that it’s your work laptop and that everybody else sounds horrible. Think about you.” Because that’s what I hear all the time, “Well, everybody’s audio sounds horrible. It’s the laptops they gave us.”

Same thing with your camera. You can buy an external HD camera on Amazon and plug it up and, instantly, your delivery will look different, your executive presence will look different. Thinking about things such as your background and all of those things, again, if you are someone that’s looking to go to the next level, then you have to do things that are going to set you apart.

There’s a great book I love called The 5AM Club by Robin Sharma. And in the book, he talks about the fact that 90% of people are happy being ordinary and 10% of people want to be extraordinary. And if you want to be extraordinary, it’s not as competitive because everybody is down there being ordinary but you are the one that is doing the things that everyone else isn’t doing. And so, stepping up your visual, your audio, for your Zoom or Teams meetings, if everyone else is not doing it, then you should be the one doing it if you want to be a part of that 10%.

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

Arika Pierce
No, the thing I would just add is that, again, remember how important it is to be strategic in your career. Ambition is not enough. You want to also marry that ambition with strategy. And that really means being aware of who you are. It means being aware of who people think you are because perception is the co-pilot to reality. That’s a quote by Carla Harris, and I really stand by that.

Pete Mockaitis
All right. Well, now, Arika, could you share a favorite quote, something you find inspiring? It sounds like one right there.

Arika Pierce
Well, that’s one my favorite quotes. Yeah, I would say that’s probably my favorite and the other one is by Ursula Burns, “Where you are is not who you are.”

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

Arika Pierce
I love reading the studies and the research that are done by Harvard Business Review. There actually was a recent one done just around hybrid work and visibility, and who will get promoted, can you still get promoted at the same level if you are working in a hybrid workforce.

And I don’t have the exact percentage but it was a lot of people thought, no, it’ll be more difficult to get promoted in a hybrid workforce if you’re on the side that’s working remotely. So, I thought that was interesting, and that’s why I’m always thinking about what are the strategies to align people in a hybrid space with people who are also going to be in person.

Pete Mockaitis
Okay. And a favorite book?

Arika Pierce
Probably my go-to, because it’s a quick read and I think so many lessons, is Who Moved My Cheese?

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

Arika Pierce
I’m going to go back to what I just said. I think a subscription to Harvard Business Review Ascend. I think it’s like $120 for a year, and you get something every single day that’s of value. So, that’s actually I think a great tool to be awesome at your job.

Pete Mockaitis
All right. And a favorite habit?

Arika Pierce
Probably morning meditation, just setting the tone for the day.

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

Arika Pierce
Probably about just stepping outside your comfort zones and how you think about fear. I had a client text me this morning that wasn’t going to apply for a job, and then we got down that she wasn’t applying about not getting it out of fear. And I text her back, “Fear is your homeboy,” which is also a book by Judi Holler. And so, I think just really understanding how growth starts outside your comfort zones.

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

Arika Pierce
ArikaPierce.com or also I’m on LinkedIn, I’m on Instagram but that’s the easiest place to find me.

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

Arika Pierce
I would say think of something professional that makes you feel a little scared and then do it scared.

Pete Mockaitis
Okay. Arika, this has been a treat. I wish you much luck and fun in not being overlooked, underpaid, or undervalued.

Arika Pierce
Thanks so much. I really appreciate you having me.

784: How to Quadruple Your Reading Speed and Learn Faster with Abby Marks-Beale

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Speed reading expert Abby Marks-Beale shares the key strategies to speed up your reading–on screens and paper–without compromising comprehension.

You’ll Learn:

  1. How to quadruple your reading speed with just one notecard 
  2. The best ways to retain more of what you read
  3. Awesome tools for optimal screen reading 

About Abby

Abby Marks Beale is a speed reading expert, consummate educator and professional speaker who enjoys teaching busy people how to read smarter, faster and just plain better. For the past 30+ years, she has taught thousands to build reading confidence and competence through the knowledge of simple yet powerful active reading strategies. She is the author of 10 Days to Faster ReadingThe Complete Idiot’s Guide to Speed Reading and Speed Reading: A Little-Known Time-Saving Superpower. 

Resources Mentioned

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Abby Marks-Beale Interview Transcript

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

Abby Marks-Beale
Thanks for having me, Pete. Much appreciated.

Pete Mockaitis
Well, I’m excited to talk about speedreading with you. We’ve only covered this like once or twice before out of nearly 800 interviews. So, I know there’s much more goodness to share. But I want to start with hearing you say you used to hate reading. What’s the story?

Abby Marks-Beale
So, I think a lot of people feel that way, that when you’re in elementary school, it’s like so great that you can read some fiction and stories are great. And then you get into middle school and high school, and they make you read these nasty textbooks that aren’t fun, there’s no pictures or not many pictures, and things that you have to learn.

So, I got turned off to reading at about that time. I used to love it until I was like in seventh grade, and then it just wasn’t fun anymore. And then I hated it until after college. And it was the kind of thing that was like I never understood why anyone in their right mind would read a newspaper on a regular basis. And I was just averse to reading. Period.

And so, I majored in Spanish in college, which helped because I could read word by word, and it was okay. And so, the comprehension part and such was just a very different animal at that time. So, yeah, I used to hate to read but I learned through a job that I got soon after college, having my degree helped to get this job, that this is not hard to do. This is something that can be learned, and it’s just a set of strategies, strategic things that people can do to become better, smarter, more effective readers.

Pete Mockaitis
Well, so I’m intrigued, when it comes to we can be better, stronger, more effective, faster, can you maybe lay out, like what’s possible in terms of just for normal professionals as opposed to, I don’t know, I’m thinking about memory champions or world record speed readers? Like, what could be possible for us in terms of, “Well, hey, I’ve been reading my whole life and I’m going fine”? What are we missing out on?

Abby Marks-Beale
So, you think it’s going fine but for some people it’s not. It’s like, “I know how to read but I don’t like to read.” There’s this thing that I talk about called your reading attitude. Everybody has one. It’s kind of like…and I say fill in the blank with this, “I am a blank reader.” And I start off all my programs that way, and it basically, if you can put in the word, like, “I am a good reader,” “I’m an avid reader,” “I’m a voracious reader,” those are all like really good positive terms, and that means that reading is something that you will do and you find it valuable, and it doesn’t waste your time, and it typically doesn’t make you fall asleep, and you don’t re-read a lot.

But others that put in the words like, “I’m a bad reader,” “I’m a slow reader,” “a distracted reader,” any of the words that are more negative means that they look at reading like the plague. It’s like, “It’s going to waste my time. It’s going to be boring. I’m going to fall asleep. I’m not going to understand it. I’m going to have to re-read.”

And so, what I aim to help people understand is that they can be much more confident about who they are as readers just by having some strategies. And even if they think they’re really good readers, which they probably are, they can still learn a few more because we haven’t had training since elementary school, pretty much. Most people haven’t taken classes or upgraded their skills. It’s like, “Here’s the words, folks. Go at it.” And that’s pretty much what they gave to us, and then we had to figure out how to manage the reading workload from there on.

Pete Mockaitis
Okay. Well, I guess I’m thinking about my own story. I think I’m a fine reader. I enjoy reading things. Sometimes I do need to re-read or I do seem slow, to my own judgment, I guess. I don’t know. I haven’t timed it recently. And so, tell us, just what is possible? What sort of benefits or magic is on the other side of mastering this skill?

Abby Marks-Beale
The Rich Habits Institute, did a study about reading habits of the wealthy. And it talks about, and I’m just going to read to you a couple of the percentages. Eighty-six percent of the wealthy loved to read, 85% of the wealthy read two or more educational books every month, 88% of the wealthy read 30 minutes or more each day, and 63% of the wealthy listen to audiobooks or podcasts during their commute to work.

So, for any of your audiences thinking, “Oh, how can I make more money at what I do?” the more that you read, and I encourage more nonfiction, things that are going to make you better at who you are and what you do, that those, when applied, are going to be incredibly helpful for your life and your career. So, I agree that the more that you read, I think, the tendency to make more money is definitely there.

Pete Mockaitis
Oh, that’s good. Thank you, Abby.

Abby Marks-Beale
It’s about feeling more confident about who you are as a reader, if you need that. It’s about having certain strategies to apply. So, some people think that when you learn how to read faster, everything has to be read fast but that’s not true. It’s about creating a gear shift. And I use this concept of five gears, and I show my hands.

So, imagine your hand, you look at your hand, on your hand you have five fingers, which are basically five gears, and gear one is your thumb, and gear two is your pointer finger, three, four, and five appropriately, keep going. So, that’s five gears. Most people are stuck in gears one and two because they don’t know how to get into gears three, four, and five. So, it’s about becoming more efficient, more effective, depending…

Like, if you’re reading something you’re very familiar with, you shouldn’t be in gear one or two. You should be able to get into, minimally, three, and definitely possibly four, depending on why you’re reading something and what you need it for. And so, it’s about… I call it active, mindful, and conscious. Those are the three things that I don’t think readers are when they read. They’re like, “Oh, here I am, my eyes are going to hit the page, and I’m going to hope that I understand what it says.” And it’s very much a conscious process, at least the way that I teach it, and the way that I do it, and the people that learned from me do it.

it’s not going so fast that you don’t understand or, as Woody Allen said, “It’s reading War and Peace in five minutes, and it’s a book about Russia.” That’s like the worst quote and I use it all the time because I hate it but it’s something that people can relate to.

But I want to give you my definition of speedreading because it’s different than other people that teach speedreading. So, it’s a set of active, mindful, and conscious strategies that allow you to get what you need quickly from any reading material in an efficient and an effective manner. So, it’s not about going so fast that you don’t understand. That’s called speed-looking not speedreading. And so, it’s being efficient and effective, active, mindful, and conscious.

Pete Mockaitis
And can you define what is your one, two, three, four, five?

Abby Marks-Beale
So, there’s different speeds. It’s basically gear one and two, they’re anywhere from about 100 to maybe 250-300 words a minute. That would be gears one and two. And then gears three, four, and five are anywhere from like 300-350 all the way up to 1250-1500 depending on what you can do. So, that’s not like wicked fast, although for some people it sounds that way. And the average reading speed of most people that haven’t had training is around 250.

So, if you think about, okay, if they’re in gear one and two, that’s around 250. Then if they could get into gear three, four, or five, they could easily go the other way, which could be 800 or 1000 words per minute when appropriate using certain strategies. So, it’s about using the gear shift, just like your car, like sometimes when there’s traffic, you got to slow down. And when it’s on the open highway, you can go into fifth gear. It’s about knowing what’s on your radar, what’s in front of you, what do you need to know, how much do you already know.

Like, okay, for example, I work with lawyers or doctors sometimes, and I teach them how to read better and faster, I say, “Look, I’m not a lawyer, I’m not a doctor, you guys know you have background knowledge that I don’t have. We could sit down with the same study,” they’re reading a study, or they’re reading a legal document, and they’re going to read it probably faster with much better comprehension than I will because I don’t have the background knowledge. You need to have the understanding of the vocabulary, of the concepts, the structure. They have that, which I don’t.

But put them into my world, reading educational material, reading speedreading material things, like I know how to get through that stuff a lot better and faster than they probably can. So, it’s about your background knowledge, too.

Pete Mockaitis
Okay. Well, so then, well, quadrupling the reading speed sounds magically enticingly powerful in terms of what might be possible for just like slamming through an email inbox, or looking through reports, or doing research. Being able to pull that off four times as fast can mean going home early, or having time to do more fun, strategic work, or the people development stuff that is being neglected. So, are you saying that it is, in fact, possible via practice and strategy to read at four times the average speed, if we’re 250, to go to 1000 plus without losing comprehension?

Abby Marks-Beale
As long as you have, number one, the background knowledge, you know what it’s talking about, you’re familiar with it, and, number two, that you’re using the right strategy for the right reason. And so, two things I want to say. One is that in order to get into those gears of four and five, what you’ll find is that you have to use a tool.

And the tools that I talk about are using your hands or a card to read but you have to find something to put on, either your screen or your paper, that’s going to help you track your eye movements because your eye movements, they get tired just going across the lines and back to the beginning, and across the line and back to the beginning. But if you have something moving on your page or on your screen, you’re able to follow it much faster.

And, for me even, to get into those higher gears of four or five, I have to use my hands or a white card to read with. And so, that, for some people is just really uncomfortable because they’re not used to doing it, and I explain that, yeah, it is uncomfortable at first, but once you get the habit, you’re sold on it because that is how you get to those higher gears.

Pete Mockaitis
Well, that sounds easy.

Abby Marks-Beale
It is.

Pete Mockaitis
I just get a notecard and move it fast, and that’s all you got to do, Abby. Is that what we’re saying here?

Abby Marks-Beale
So, yes but, yes but, the white card, this is my favorite thing to share with people. It’s called the white card method. It’s taking a blank white card or the back side of a business card that’s blank, or a blank piece of white paper, like that, just as I’m seeing it, not everyone is seeing that, but, yes, a blank white card. And if you have like a magazine, newspaper, a book, whatever in front of you, most people would put that card underneath the line that they’re reading, and they would put it below.

And it’s just a natural thing because when we’re learning how to read, that’s where you would put it because you want to leave exposed what you’ve just read so that if you feel uncomfortable, you can go back and re-read it. But as the adult reader, the more skilled reader, you’re blocking where you’re going and leaving available what you’ve already read, which means you can go back. It’s something called regression. You don’t want to go back and re-read things.

So, to use the card effectively, it must go above the first line that you’re reading so it pushes you down and it blanks out or blacks out what you’ve already read so the tendency to go backwards is a whole lot less. You can still pick up the card if you lost your place but it’s really meant like, “Here, let’s keep it going, let’s go straight down,” and it’s very, very effective.

Pete Mockaitis
Interesting. Okay. So, I’m not cutting out a window pane but rather I’m blocking that which I have already read and bringing it down and…

Abby Marks-Beale
You’re covering what you’ve already read and leaving open what you haven’t read.

Pete Mockaitis
So, that means the notecard border edge margin is above my line, my active line.

Abby Marks-Beale
Correct. Yes. You got it.

Pete Mockaitis
Okay. And so, tell me, all I gotta do is get my card, put it at the top, bring it down at a pace four times what I normally do, and, bam, I’m speedreading and that’s all it takes?

Abby Marks-Beale
It’s not necessarily just go four times. You build to that. You start wherever you start, you have a starting point, and then you try that strategy as well as there’s other strategies I teach called keywords and phrases. So, how do you pick up all those words that you’re going over pretty quickly with your hands or a card.

And so, being able to know that one word at a time is not the most efficient, but finding the bigger, more important words in the text is important, finding phrases, groups of words that form thoughts. Imagine throwing thoughts back to your brain at one time instead of one word at a time. The brain loves that. It’s just that it’s about active, mindful, conscious strategies. You stay awake when you read now because you’ve put yourself into a thinking place. I call it a quiet place.

You’ve set yourself up for learning or reading success. You could learn all this stuff in my program, put yourself in a really noisy place, it’s going to be really hard to focus. But if you can get your environment the way you like it to get the concentration you need, then you add all these different things. It’s magical. And it doesn’t mean laying in bed, I hate to say.

It’s like sitting up at a desk or a table, a place that we’ve been conditioned to work. It could be kitchen table. Your work desk may not be the best unless you’re reading webpages because there’s too much to do at your desk. There’s the phone, and there’s email, and there’s to-dos that pop up, and dingers and whatever. It’s like you want to move to a quieter place if you can.

For those that work in offices, go to a conference room or a cafeteria off hours. For those that are entrepreneurs and work from home, just get out of your office to a quieter cleaned-off desk, table, kitchen table, dining room table, but avoid the LA-Z-BOY chair unless you don’t really care if you get too comfortable.

Pete Mockaitis
Okay. And then with these phrases, does that mean…I’ve heard the term subvocalize, which means I am reading each word inside my mind’s ear, like your bio, “She has taught thousands to build reading confidence and competence through the knowledge of simple yet powerful active reading strategies.” So, am I not doing that when I’m rocking at the 1000 plus words per minute level?

Abby Marks-Beale
Subvocalization, first of all, know that a lot of people have it because we’ve learned, at least here in the United States, that we’ve learned to sound it out, hear it in your head, called phonics, that’s how we’ve learned. And so, when you learned how to read, they didn’t tell you by the time you had a good sight vocabulary about seventh or eighth grade that you don’t need to do that anymore, and so you just kept doing it.

And so, we have this mental whispering that goes on in the head, and it’s hard to get rid of completely, so I tell people, “Don’t expect it to be gone but the faster you read, the less you can do it because you can only read about 150 to 200 words a minute out loud quickly.” And if you’re reading at 250 or 300 even as your base level, you’re not reading every single word. And so, you’ll read less, mentally whisper less the faster you go, and as long as you’re understanding what you’re reading, it doesn’t matter.

Pete Mockaitis
Well, so that’s just kind of mind-blowing in terms of…

Abby Marks-Beale
Yes, it is, isn’t it?

Pete Mockaitis
…that if I am reading but I’m not hearing each word in my head, although I talk kind of fast and I read words in my head fast when I talk, so I think I am probably around 250-ish. Average sounds about right. I’ve tested it back in the day, and I think it’s been about the same for a good long while. So, then I guess I’m a little, I don’t know, spooked.

My vision is like I’m on a treadmill and I’ve crank it faster than I can really handle, and I’m like, “Ahh.” And so then, I guess I’m wondering, would I, in fact, be able to comprehend, remember, retain stuff that I’m flying through if I’m not saying each word to myself?

Abby Marks-Beale
The short answer is yes, and this is where the active, mindful, conscious stuff comes into play. Like, if you’re going so fast that you’re not getting it, then you got to slow down. It’s about understanding you have gears that sometimes you need to slow down either because of the content or because of where you’re at in that moment of time.

If you’re really stressed, you had a hard commute to get to work, or you just had a fight with your spouse, or you’re dealing with something going on and you’re just really distracted, that can affect it too. So you have to have the most ideal mindset, which is…well, okay, I’m going to back up for a sec because this is something that, over the past 20 years, I’ve been teaching this stuff over 30 years.

But over the past 20 years since we’ve had computers and phones, that people have learned how to multitask but haven’t re-learned how to mono-focus. And so, it’s so hard for people who are so busy, and especially type A personalities, even people like me at times, to just stop and just read because they’re thinking about so many other things.

And so, by learning how to calm the mind, be it through mindfulness techniques like meditation, yoga, tai chi, breathing practices, something that can center you will greatly benefit your reading. So, I feel like that’s important to mention because we’re so twitchy with all the stuff that we have to look at.

Pete Mockaitis
All right. Got you. So, we’re just entering that tunnel of focus and it’s like all that is in my consciousness is this text and away we go. Okay. And I guess I’m curious, is there a place you might recommend? If I want to really take this for a spin, I’m going to get out the notecard and rock and roll, is there a place I can go to readily check my reading comprehension? I’m thinking about Standardized Test from my youth. Reading Comprehension was a section. So, how might I assess my comprehension and check that out to see if, yup, I am really blazing so fast I don’t even know what’s going on anymore?

Abby Marks-Beale
So, I think the first thing to know is that it’s important just to know what your speed is to begin with. And, of course, people read ideally for comprehension. So, even if you don’t have ten questions after what you’ve read, you can still get your speed. I do have on my website a place where you can take a speed test just so that you can see what your reading speed is.

But if you’re looking for speed with comprehension, one of my books 10 Days to Faster Reading has ten readings in it with ten questions, so that’s a place that you could read and answer questions. Just don’t look back at the reading to get your answers. And there are a few other timed-reading exercises. I would bet if you Google them, you’d probably find them.

I know teachers can use them in high schools. Some do in college-level courses as well where you can get readings with questions. I had one from Jamestown Publishers. I used to teach when I did high school or college. So, you can get books like that if you wanted. You might even find it online as well.

Pete Mockaitis
Okay. Cool. All right. Well, so we’re jumping around a little bit. So, we talked about the notecard, and you also talked about word clusters and…

Abby Marks-Beale
Keywords.

Pete Mockaitis
And is there something to do there with the keywords? Or what am I doing when I’m using the keyword method?

Abby Marks-Beale
So, in some ways, it’s hard to just describe. You really have to see it. However, what a keyword is, is basically any word that’s about three letters in length or longer, and it usually gives you the most meaning of a sentence. And so, it’s almost like picking out from a like a 12-word sentence, maybe seven or eight of those words that make sense. But by doing that, what you’re doing is actively consciously looking for the more important words, which keeps you more awake and alive and on task more than daydreaming.

So, daydreaming, regression, and subvocalization are the three evils, if there were such a thing, to reading. And so, mind-wandering is one of the things that happens when you go too slow. And so, by having a strategy, you will tend to daydream less, first of all, which is helpful. And then by learning how to find keywords, you’re going to be able to read almost…it’s just like newspaper headings. It’s just like a headline, that’s what I’m looking for, a newspaper headline. And it’s just like, “I get it. I don’t need all those other words because I got it through these bigger words that are more important.” And you see the other words. You’re just not stopping your eyes on all those words.

Pete Mockaitis
Yeah, I hear you and I know what you mean about needing to see it. As I’m looking at my note draft starter outline questions, which I flexibly refer to and suppose to march through. I’ve got, “What are your best practices for people trying to get into speedreading?” And I’m seeing in many of these words, “What are your” don’t need them; “best practices” that’s big; “for people trying” we’ll take the trying; “to get into” okay, “speedreading.” “Best practices” “trying” “speedreading” like those keywords are maybe a little under half of the total words, and I get the gist of what this question is about.

Abby Marks-Beale
Yes, correct.

Pete Mockaitis
So, okay. Very cool.

Abby Marks-Beale
So, I just pulled out, I was looking for some reading material next to me. So, I have a copy of my book that came out Speed Reading: A Little-known Timesaving Superpower. Just opened up to squeeze the margin section, just opened it up. I’m just going to read like two, three lines and keywords.

Abby Marks-Beale
And just see if this makes sense to you even though you’re not seeing the other words. “Reading newspaper column quite different reading email. Not just content different, also column width. Average newspaper column, six words across. Average email anywhere 18 to 25 words across. I jump from end one line to beginning next. Much longer email than newspaper makes it hard eyes read. Find the next line accurately.”

Does that make sense at all to you?

Pete Mockaitis
It does. Well, it’s funny, like I’m already jumping the implications, like, “Oh, maybe if the email is wide, I should like shrink the window so that it’s more manageable and it squeezes that in a bit.”

Abby Marks-Beale
Yeah. And not saying it out loud, obviously, by doing it internally, you’ll go a lot faster than if you do it out loud. But it’s about getting good at just finding those bigger words, and that takes a little bit of play and experimentation, but once you get good at it, it’s very helpful for some people, especially people that subvocalize every word because then…and even English as a second language learners find that this is a very helpful tool for them so they don’t have to read every it, that, to, the, to, and, for, if because they look at those words as if they have to all be processed the same way and they don’t.

Pete Mockaitis
Okay, beautiful. Thank you.

Okay. So, we talked about getting in the right mindset and maybe it’s some breathing practice or mindfulness or a distraction-free space where it’s just the text. We talked about looking at the clusters of words and then the notecard, starting at the top, and then scooting on down to cover what we have already read and put it at the top of each line, and not needing to subvocalize, and we can rock out at four times the speed without losing comprehension with practice. That’s exciting.

Abby, tell us, what are some of your top do’s and don’ts that we haven’t covered here? It sounds like there are some more tools with regard to margin use. What’s the story here?

Abby Marks-Beale
So, there’s a lot. There are so many different pieces of this whole concept. I think, probably, one of them is about the purpose that a lot of people when they sit down to read, they don’t really know why they are reading what they’re reading, and, even more importantly, what do they need to get from it. And the reason I say that is because there are times when you’re going through something where it’s like, “Why am I reading this? It’s not going to meet my objective,” but it’s there so you feel like you have to read it.

And so, when you know that you’re not going to need it, you can skim over it. I teach people how to effectively skim. You can skip it without guilt and just say, “I read this because I read the rest of it because that was what I needed, and I didn’t need that piece.” And I give an example of, let’s say, you wanted to read about, I don’t know, like chocolate. Like, you’re reading a book on chocolate. That’s a good one. You want to know about different kinds of chocolate and where they’re made, and blah, blah. But then there’s a chapter that just talks about one maker of chocolate, Belgian chocolate, and you’re like, “Nah, I don’t really like Belgian chocolate. It doesn’t really matter.”

And so, there’s like a whole chapter, 12 pages on this one person, and you’re like, “You know, I’ll do a quick skim and find if there’s anything really interesting here but I’m not going to spend a lot of time because it doesn’t interest me, it doesn’t float me in some spiritual way, personally or professionally.” So, you become very selfish, I think, when you read active, mindfully, and consciously because you don’t want to spend time on things that aren’t worth your time.

Pete Mockaitis
Okay. That’s good. And I heard it said somewhere that if you can determine in one minute that a 30,000-word book will be of no value to you whatsoever, then it’s as effective as you having read all 30,000 words in that one minute.

Abby Marks-Beale
That’s a great one. I like that. I agree. I agree 100%.

Pete Mockaitis
Fair enough.

Abby Marks-Beale
Yeah, I agree.

Pete Mockaitis
Okay, cool. Well, what else are the top do’s and don’ts you’d put forward?

Abby Marks-Beale
So some of my other favorite things, that reading on screen, which is the bane of so many of our existence, there are some really cool apps. I demonstrate them when I do webinars and I like to share them whenever I can. One is called BeelineReader.com. B-E-E-L-I-N-E Reader.com. And so, you go into, like you’re looking at, I don’t know, Fortune magazine or Vanity Fair, whatever, online, and you’re reading an article. There’s all these videos and pop-ups and things that are just like distracting you, and it’s so frustrating.

And when you put BeelineReader onto your computer, it can do really two things. Number one is it color-codes the lines so that it’s easier to read. So, it goes from black to red, red to black, black to blue, blue to blue, black to black, so it’s easier to find the next line. But then when you do this thing called activate in clean mode, it takes out all the ads, all the pop-ups, and it puts the article in basically standard-length lines all the way down the page in the colored texts.

Pete Mockaitis
Oh, cool.

Abby Marks-Beale
It is like the coolest app, and I use it all the time when I’m reading longer articles, like, “I don’t want to read with all that stuff flashing at me.” And so, I think it’s like $9, $10 a year to have that on my browser.

Pete Mockaitis
That’s cool.

Abby Marks-Beale
Yeah, it’s a really cool thing. I like that a lot. And then another one that I like and I tell people about for learning how to process words faster, is to get the free app of something called Spreeder, S-P-R-E-E-D-E-R. The free app of Spreeder, you can copy the words that you have on that article, just copy them, and paste them into Spreeder and you can force-feed it to you at different speeds. And so, one word at a time, you can set it up. You play with it. It’s fun and it’s free. And it’s another way to get the eyes and brain used to communicating faster. It’s just one of my favorites.

Pete Mockaitis
That’s cool.

Abby Marks-Beale
Yeah, a lot of cool things.

Pete Mockaitis
Well, I’d love to get your take when you’re focused in and reading fast, are you more or less tired afterwards? Because, on the one hand, I can see, “Oh, man, I’m draining mental resources because I’m just going bananas in terms of fully dialed in and focused and slamming through so quick.” Or, is it like, “Hey, by being completely absorbed in that which I was doing, it is actually sort of like a flow state rejuvenator”? Or maybe it just varies person by person. What’s your take on this?

Abby Marks-Beale
I think it’s both. I do think it’s a flow state rejuvenator. Definitely, when I’m reading something that is very interesting or something I really want to learn, and I sit down at a desk and I have it in front of me, and I’m using my hands or a card to read with, and I’m really dialed in with it, then when I’m done, I’m like, “Wow, that was so good.”

Like, I read a book on an airplane. I went down to Florida last week and I just read half the book on the way there, and half the book on the way back, and I’m like, “Wow, that was awesome. It was so good.” I didn’t feel tired from that at all. But if you read too slowly and you don’t have a purpose, it’s very draining because you’re sitting there trying to learn it, you’re trying to understand it, and it doesn’t really work.

And you can get so much more done when you have that purpose in mind. And, obviously, you don’t want to read it unless you’re a night person. I don’t know how people read at 10:00 or 11:00 at night unless they’re really night owls because that’s like the last thing I want to do. I read like a couple pages and it’s my nightcap to go to sleep.

Pete Mockaitis
Right. And that’s a great illustration of the gear system. It’s like, “I’m chilled out, I’m lying down. I’m not looking for max speed, max wisdom. It’s just like here’s a soothing thing that’s a bit interesting.”

Abby Marks-Beale
Or, “I’m at the beach. I’m on vacation. I don’t really want to read so fast,” or, “Maybe I do because I love the book and I want to read fast.” It’s always a choice once you have those five gears in place.

Pete Mockaitis
Okay. And so, we talked about screen reading, there’s a few tools right there for us. Anything else you recommend, like maybe just shrinking the windows to get the width or margin in a certain spot? How many words or inches should I be going for? Because I got a big old screen here and I can resize this window anyway I want. So, what would be optimal for my speed if I am not going to leap over to BeelineReader or Spreeder? How do I think about my windows and my line width?
Abby Marks-Beale
So, some people like the six words per line that are a part of like a newspaper column, and if you like that and you find satisfaction reading quickly across those lines, then get your screen to six to eight words per line. Otherwise, if you look at like emails, it could be anywhere from 18 to 25 words per line, and if that’s comfortable for you, you could do that. But if it gets to be a lot more than that, the eyes have a really hard time tracking all the way across those lines, and then back accurately to the beginning of the line.

And so, you can use, I’m sharing this really special with you, Pete, just so you know.

Pete Mockaitis
Oh, thank you.

Abby Marks-Beale
Is that you can use your screen like the white card. So, you take the text that you have in front of you, line it up to the top of your screen, like if there was a ruler there or just the top of your webpage, and you use your scrollbar, hopefully your mouse can do it one click or two lines at a time. And so, as you click it on your scrollbar, the lines go up into the “black” just like covering it up with the white card, so you’ve adapted the white card to the screen. Does that make sense in how I described that?

Pete Mockaitis
That’s very easy, yeah.

Abby Marks-Beale
Okay. And so, it’s another way to use the white card but on a computer screen or a Kindle or whatever.

Pete Mockaitis
That’s clever, yeah.

Abby Marks-Beale
It’s just easier to use that way.

Pete Mockaitis
And my mouse likes to make giant leaps when I click it but I could just use the down arrow and bo-boom, bo-boom.

Abby Marks-Beale
You can use the down arrow. You could also change the settings of your mouse just for reading purposes. It can be one line at a time when you go in your settings, so that’s another way to do it.

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

Abby Marks-Beale
Oh, there are so many other things but I think one of them is about creating a manageable or a quality reading workload instead of a quantity. I think a lot of people have stuff stacked up be it on their computer, or on paper, on their desk, on their nightstand, in their bathroom, in their backpack, whatever. There are so many different things, places that they have stuff. And after a while, it’s just like, “What am I going to get to next? I don’t even know.”

And so, by really evaluating what you have in your pile, and so I’m going to give this to you, too, because you’re a nice guy and I know the people, they would like it. And so, it’s a quick four-step process, so if you have a lot of stuff to read and you’re like, “I know there are stuff there that I don’t want,” and you put it in there six months ago, six years ago, and you just never got to it.

The first thing you do is kind of put it all together and then put a number on it on a scale of zero to ten. Zero is, “Totally worthless, totally not worth my time. Yuck, I hate it,” to a ten, “This is like the best thing ever. I love this. I can’t wait to get to it. It’s so good.” And so, you rank it on a scale of zero to ten, and anything over six, you put in one pile, anything under six, you put in another pile. The stuff under six, you recycle, get rid of, don’t need it, don’t want it, it leaves right now, it’s not worthwhile to use, so get rid of it.

And then what’s left, you think you’re done but you’re not. Now you have to say, “Well, how much time do I have to read on a regular basis?” If you only read five minutes a day, get rid of a lot of your stuff because you’re just not going to get to it if you’re just thinking you will. So, making more time to read is really important but then managing, “How much time do I read with what I have in my pile?”

So, you want to read things that are of value to you, things that float you spiritually, personally, professionally, and then make sure that you make the time to do it because that’s how you get a pile that’s under control. You don’t want to have boxes and boxes or bookcases and bookcases of things you’ve never read. That doesn’t help. So, it’s about being attracted to your reading workload instead of repelled.

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

Abby Marks-Beale
I think, actually, I have two. One of them is, “Whether you think you can or you can’t, you’re right.” That’s by Henry Ford because sometimes I have stinking thinking, so it does help quite a bit. And the other one is “There has to be a better way.” That’s another quote. I don’t know. I say that. I don’t know who says it but I always think just when I think things aren’t working, like, “There’s got to be a better way. There’s got to be a better way.”

Pete Mockaitis
That makes me think of, I think, there are some infomercial pitch man, at least that’s how…my wife and I say that to each other. We do it in a British accent, in a slow informercial-ly voice, “There’s got to be a better way. Well, there is, Abby. Buy my product.”

Abby Marks-Beale
I like that. That’s good.

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

Abby Marks-Beale
So, I quote this study, it’s called the Ebbinghaus Curve of Forgetting. It’s E-B-B-I-N-G-H-A-U-S in case anybody wants to look it up. And, basically, when you read something today without any active, mindful, conscious strategies, you’re not going to remember more than 10% of it three days from now unless you talk about it, re-read it several times, or experience it in some other way.

And so, by becoming more active, mindful, and conscious to begin with, you remember 50%, you don’t remember just 10. You remember 50% or more because of the intention. And so, I love this Ebbinghaus Curve of Forgetting, and so you need to repeat and re-read and experience with other people.

Pete Mockaitis
Okay. Thank you.

Abby Marks-Beale
Yeah, you’re welcome.

Pete Mockaitis
And a favorite book?

Abby Marks-Beale
I’m going to say that one of my favorite books is called Yoga and the Quest for the True Self by Stephen Cope. He’s a person that I followed at Kripalu Center for Yoga & Meditation. It’s a really good book.

Pete Mockaitis
All right. And a favorite tool?

Abby Marks-Beale
BeelineReader. I think BeelineReader is my favorite tool for sure.

Pete Mockaitis
All right. And a favorite habit?

Abby Marks-Beale
Favorite habit for me is probably doing exercise that feels good and doesn’t cause pain, which is like I’m a swimmer so I swim laps and walking and yoga, but I don’t like things like lifting weights because they cause problems for me. Yeah, just things that don’t cause pain.

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

Abby Marks-Beale
It’s more what I quote to them. It’s kind of my tagline, that, “The road to knowledge begins with a turn of a page.” It was a fortune that I found in a fortune cookie when I decided to start my business in 1988, and so I keep that. It’s just to me very powerful. “The road to knowledge begins with a turn of a page.”

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

Abby Marks-Beale
Yes, thank you, to my website at RevItUpReading.com, R-E-V-I-T-U-P Reading.com. And there’s the free test that you can take, the speedreading test. There’s also a free sneak peek which will allow you one module, which actually introduces the phrasing concept in my favorite exercise called discipline your eyes. You can get all that for free. So, I encourage people to go check that out.

Pete Mockaitis
All right. Beautiful.

Abby Marks-Beale
Thank you.

Pete Mockaitis
Well, Abby, this has been a treat. I wish you much luck and fun reading.

Abby Marks-Beale
Thank you. You, too. I read a lot. It’s your turn.

779: How to Unlock Greater Potential through Unlearning with Barry O’Reilly

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Barry O’Reilly shares his strategies on how to unlearn the mindsets and behaviors that hold us back.

You’ll Learn:

  1. The key to breakthrough improvement 
  2. How to identify what you need to unlearn
  3. How to overcome the fear of change 

About Barry

Barry O’Reilly is the founder and CEO of ExecCamp, an entrepreneurial experience for executives, and the management consultancy Antennae. A business advisor, entrepreneur, and sought-after speaker, O’Reilly has pioneered the intersection of business model innovation, product development, organizational design, and culture transformation. He works with the world’s leading innovators, from disruptive startups to Fortune 500 companies.

He is a frequent writer and contributor to The Economist, Strategy+Business, and MIT Sloan Management Review, as well as a coauthor of the international bestseller Lean Enterprise: How High Performance Organizations Innovate at Scaleincluded in the Eric Ries Lean series and a Harvard Business Review “must-read” for would-be CEOs and business leaders. He is also an executive advisor and faculty member at Singularity University.

Resources Mentioned

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Barry O'Reilly Interview Transcript

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

Barry O’Reilly
Yeah, no, it’s a pleasure to be here, Pete. Thanks for having me.

Pete Mockaitis
Well, I’m excited to hear your wisdom about your book Unlearn: Let Go of Past Success to Achieve Extraordinary Results. Could you kick us off by sharing a key thing that you’ve unlearned that has proven quite valuable in your own career?

Barry O’Reilly
Yeah. Well, even writing the book is probably one of the best examples. I have a solid history of D minuses in English literature through school. I’m dyslexic. I think if I told my teacher that I managed to write one book, never mind two, that they wouldn’t actually believe me. So, it was kind of, for me, one of the big unlearning I had to have is actually how to write a book.

And as conventional wisdom, I always say that writers sort of sit there by a roaring fire with a perfect velvet jacket on and a glass of wine, and just like tearing out pages and pages of content. Believe me, I tried that but it didn’t work for me.

Pete Mockaitis
Too hot?

Barry O’Reilly
Yeah, not too good. And, yeah, I would sit there for hours just with writer’s block and I couldn’t quite get the words on the page, and it was really frustrating because I felt like I was doing everything, the tips that people told me. And it’s a real challenge. So, then I started to think about, for me, “Well, how can I sort of reframe what I’m looking at? My existing behavior is not working, so, therefore, I need to unlearn. I’m not getting the outcomes that I’m aiming for writing whatever it is, 10,000 words, 10,000 words a day. Whatever I’d set myself.”

So, I started to actually think about, well, reframe my thinking away from just typing as the only way to create content, and I actually started thinking about content. It’s actually really like creating a book is content. And there were suddenly many ways to create content. Typing is just one of them. So, I started to think about other ways to create content. I could record it. I could speak it. I could interview. I could have someone help me.

So, I landed on the idea of actually talking because that was the most natural way for me to share my stories. And what I did is I got a journalist to interview me. So, we would write down, like some bullet points that I wanted to cover in each chapter, and a journalist would interview me, and I would just tell stories about what the chapter would be about. And we would record it and transcribe it using an AI transcription service.

So, we’d speak for 45 minutes, and I’d get in the region of 20,000 words, record it and get a copy of it in text very, very quickly. And the journalist would then sort of go through that copy, edit it really fast, and send me like this sort of early version of a chapter that was sort of relatively raw but it was edited. And it gave me something to react to. It’s like an MVP or minimal viable product or chapter.

And, suddenly, as I would read through it, then I’d be like, “Oh, no, that doesn’t need to go here,” and I’d remember things I’d forgotten to say. So, we got into this iteration really fast. And that literally got me there. I actually unlearned how to write a book by learning how to speak about the ideas that I wanted to talk about.

And the product of that is Unlearn. And then, yeah, many people are often surprised when they realize when I say I didn’t write hardly any of it. I spoke most of it and I got somebody to work with me, and an AI to transcribe it, edit it, and ship it.

Pete Mockaitis
That’s cool. That’s cool. So, you unlearned the notion of what writing a book looks like. And in so doing, you found an approach that worked for you, and that’s beautiful. Well, tell us, when it comes to zooming out a little bit and broadly speaking about people and unlearning, any other big surprises or aha discoveries you’ve made while researching and putting together Unlearn?

Barry O’Reilly
Well, the notion of unlearning was the thing that probably struck me the most. So, the first book I wrote was Lean Enterprise: How High Performance Organizations Innovate at Scale. It was part of our recent series, or the lean series, and it was more successful than I could’ve imagined, to be honest. And when we released that book, a lot of, sort of medium to large scale enterprises or scale of startups were sort of saying, “We’re not a startup. We’re actually scaling our business, so what do we need to put in place to make us successful?”

And, suddenly, I was in the room with like Fortune 500 executives or startups in Silicon Valley that was scaling rapidly to work with them, to help them grow and innovate their businesses. And I was fortunate to spend time with these people, some of the most competent talented people you could ever hope to meet. And what I kept discovering was that while learning new things was hard, what was even harder was letting go of their existing behavior, especially if it had made them successful in the past.

So, the unlearning even in itself was a big aha moment for me, is that the real skill is not learning new things; it’s actually recognizing when your existing behavior and thinking is actually limiting your success, and then how do you find ways to adapt or innovate yourself to meet the sort of changing market or situation that you’re in.

And that was really my big inspiration for sort of writing Unlearn and the stories and the examples and so forth that are captured sort of within it, and have just sort of been really the things that have driven me on continuously to sort of do this. And for many people, it’s interesting because unlearning is sort of an act of, if you will, sort of vulnerability. You have to sort of say that, “What I know is actually limiting my success, and, really, I have to sort of shift out of it.”

And for many people, that’s very difficult because their success is tied to their behavior. Their behavior and actions are tied to their identity. You’re asking someone to change their identity, in a way, and that is extremely difficult for people.

Pete Mockaitis
Well, could you maybe walk us through an example that illustrates the unlearning process that would be helpful for professionals looking to become all the more awesome at their jobs?

Barry O’Reilly
Yes. So, probably sort of one of the classic examples that I cover in the book is working with a senior executive from a Fortune 100 bank, and she took over the role or went into the role, and everywhere she went, first day, people just kept asking her to make decisions, everything from what direction should the company go in, right down to what paperclips they should order. Every single person was just turning to her to say, “What do we need to do here? What do we need to do here?”

And, for her, that was a signal. She was like, “There’s a decision-making problem here. I shouldn’t be worried about what paperclips we’re ordering. That should be people are confident and inspired enough to do that. Like, why is everything from paperclips right through the company direction landing on my desk and everyone freezing?”

Now, the process for unlearning is it’s a three-step process. It’s first about this recognition to unlearn, identifying or diagnosing where your existing behaviors are not working. In fact, the way I defined unlearning is it’s a process of letting go, reframing or moving away from one’s useful mindset and acquired behaviors that were effective in the past but now limit our success. So, it’s not forgetting, removing, or discarding your knowledge or experience. It’s the conscious act of letting go of outdated information and making space for new information to come in to inform your decision-making and action. So, the first step is a diagnosis.

So, straight away, this executive could diagnose that nobody was making decisions, and that is not the outcome that she was aiming for. She wanted to have a high-performing organization where people could take responsibility and have an accountability to make decisions at the appropriate level, depending on the decision to be made. So, that was a signal for her.

And so, I sat down with her, and I got her to say, “Well, let’s describe it. Let’s describe what success would be. If this is the behavior that needs to be unlearned, how could we talk about division or the objective or the outcome you’re aiming for the people would be achieving?” And I got her to sort of write a story about it, write a vision statement for what would be true in the world if they had unlearned this challenge.

So, she wrote down things like people would be making safe-to-fail decisions, that they’d make small decisions to understand. If they had to make a big decision, they’d break it into smaller parts and learn along the way what works and what doesn’t. And this sort of learned helplessness to make decisions would be removed, and all of her direction would be what success is and why it matters. None of her direction would be how to achieve it. The teams would offer opportunities on how to do that.

So, writing this sort of story, it gave her these sorts of outcomes that she talked about, the learned helplessness disappears, her direction of what success is and why it matters. She wouldn’t be saying how to achieve it. And, straight away, we wrote those down in an unlearning statement that would basically say, “The company would’ve unlearned when 100% of her direction is what success is and why it matters. Zero percent of her direction is how to achieve it. Zero percent of people displayed this learned helplessness when making decisions.”

So, suddenly, she had sort of had this statement that would encapsulate this unlearning of decision-making as a problem within that company, and she actually shared this with a bunch of her team to sort of for them to understand as like what would be success criteria for unlearning it. And then the next step is to sort of re-learn. It’s like getting people to try new behaviors to try and move towards these objectives or outcomes that we’ve described.

And so, I always get her to sort of like pick one of these outcomes that she originally had described to sort of focus on. So, there was the learned helplessness, how to achieve a decision, or what success is and why it matters. And we picked actually that this one, zero percent of her decisions would include how to get there.

So, she took this sort of very bold sort of stance. And I often say to people, “If you want to re-learn, it actually means you have to do something uncomfortable,” and people mostly write down like simple things that they would try that they’re used to, like just be quiet for a moment, or don’t be the first to speak when someone offers a problem, or let all the team speak before she did.

But the one she chose was even more uncomfortable. She said she wasn’t going to make any more decisions. So, if someone came to her and asked her to make a decision, her immediate reaction would be, “What do you think?” So, introduce this tiny little new behavior. Now, you can imagine when you’re a Fortune 100 executive, and you sort of announced that you’re not going to make any more decisions. It would cause panic across the company.

But the way that we made it sort of safer, rather than just sort of never make a decision again, she was just going to try it for one day. So, for one day, make it sort of safe-to-fail, she’d think big but start small about trying to conduct this new behavior of not making decisions, and asking people what do they think.

And this is sort of the moment that we call a breakthrough. So, a breakthrough is literally when you start to get this new information, new behavior, new action, and the results that actually give you a feedback statement that you should keep doing what you’re doing or do something different. So, literally, she went into work, I think it was on a Tuesday. I think it was a Tuesday. And every time one of her team came in to ask or to make another decision on something, she sat there and said, “That’s interesting. What do you think?”

And what that did was something really magical. It allowed her to learn. It allowed her to learn about the people and what help they might need. Because some people, when she asked somebody, “What do you think?” would freeze, would be sort of “Ah, I don’t know. I really need you to make this decision. I don’t have enough confidence or control to do it.” So, she could realize straight away that person would need coaching.

But other people, when she asked, “What do you think?” would say, “Well, we’ve got three options. We can do option A, and here’s the pros and cons of that. We could do option B, here’s the pros and cons. Here’s C and pros and cons. I think we should do C, and here’s why.” So, instantly, she could go, “Great. Let’s do C,” because she could see the rigor and the thinking that her team had actually performed, and it gave her confidence to say, “Right, that’s the direction we should try. Let’s do it.”

So, this simple act of just not making a decision and asking people to sort of say what they think sort of revealed all these insights about who is able to make decisions and should be encouraged to make more, versus who was hesitant to make them and needed coaching and support to sort of get there. And instantly then, she just gets this uplift in performance because once she starts doing that, all her teams start replicating that. And then, suddenly, you’ve got this big performance improvement where you can start to eradicate decision-making problems.

So, that’s an example of a sort of unlearning statement and going through the diagnosis of decision-making, the re-learning of actually thinking big and starting small, defining outcomes, and taking a small new behavior, which was not to make decisions, and ask people what they think. And then the breakthrough was seeing this insight or learning from the team about who could respond well and who needed help. And that sort of informed her to keep doing, and that’s literally the cycle of unlearning.

Pete Mockaitis
All right. Well, thank you for that story. That’s really cool. And I’m curious, as we zoom into individuals listening here, are there any key questions or prompts you find super useful to surface, to highlight, to assess, to diagnose, “Aha, I may have an outdated or suboptimal belief or practice or mentality that I would do well to unlearn”? Like, what’s sort of the canary and the coal miner, some key indicators that I should be on the lookout for?

Barry O’Reilly
Yes. And the simple question many people that ask is, “How do I know what I need to unlearn?” And to diagnose, there’s a set of questions that I ask people. It’s basically getting you to think, “Is there a situation where you’re not living up to the expectations of yourself? Maybe there’s somewhere you’re not achieving just sort of outcomes that you desire. Maybe you sort of tried all the things that you can think of and you’re not getting a breakthrough. Or, maybe there’s a situation that you’re avoiding altogether because you just can’t think, ‘How am I going to tackle that?’”

These are all the sort of signals that your existing behavior is not working. So, not living up to your expectations, not achieving the outcomes you’re aiming for, situations you’re avoiding or struggling with, or maybe you’ve tried everything that you can think and you’re still not getting a breakthrough. I’d even ask you that, Pete, and you probably can come up with four or five answers straight away. And these are all signals that our behavior is not actually helping us achieve the outcomes that we’re aiming for. And, therefore, we have to unlearn, we have to try something different.

Pete Mockaitis
Okay. And as you’ve seen a lot of workplaces, are there some common examples that pop up again and again and again in terms of, “Oh, these are some things that would be great to unlearn”?

Barry O’Reilly
Yes. So, I think like risk-taking is always a big one, like people’s risk aversion, getting comfortable with being uncomfortable, trying new things, being willing to fail. These are all decision-making. It actually comes up quite a lot. These are sort of like the commonalities, I guess, that I hear from a lot of people, is how to help them sort of get those breakthroughs, is trying new things that they’ve never done before.

A lot of it is about, I think, when people perceive that there’s risks for both personal and perception, that if they try something and it doesn’t work, how they’d be perceived. That one really comes up a lot, I think.

Pete Mockaitis
Well, that’s juicy. And so then, if I was working on that, how might you help coach me through that emotional stuff?

Barry O’Reilly
Yeah. Well, first of all, it’s just a recognition, people diagnosing that that’s the heart of the issue. Most people sort of write it up as, “My boss won’t let me do something,” or, “We’re stuck in the status quo. We’re struggling to do new things. We don’t innovate in my business.” Like, a lot of people would sort of deflect it off to company not allowing them to do things.

And a lot of it is sort of then helping people recognize, well, first of all, you have agency and you can try. So, how do we make it safer for you to try? Or, you feel safer that if you fail, how you’ll be perceived? And one of the mantras in the book was this notion of thinking big, start small and learn fast. So, it’s important to have a big aspiration or big outcome that you’re aiming for because that allows you to sort of shift your thinking and your behavior, potentially, to get there.

But the way when you’re trying to make big changes is you don’t take big leaps. You take small steps and learn your way through. So, when somebody has a big idea to change their business, what I often say to them is, “Right. Well, write down that big idea.” Amazon has a famous practice where they get people to write press releases to describe what the world would be like if their product was in the market in two to three years’ time, what would be fantastic about it.

Now, with the way that they start is they don’t do a huge big project. They start small. They run some experiments with small customer bases to see what works and what doesn’t, and then sort of grow it from there. So, what I often say to people is if you have a big idea to change the way your company works, don’t expect that you can walk up to the CEO and get millions of dollars of funding and a new team, and then just sort of start working on it.

Do something small to start testing if that idea is going to work. Pick maybe one or two customers and sort of show them a very naïve version of the product that could work or could not, and get feedback and show that it’s working or not. And even if it doesn’t work, it’s okay. You will have learned something from those one or two customers about what success could be or what’s the right product that they’re looking for and iterate it.

So, these are the ways that you can think big and start small, to start tackling uncertainty and be successful as you try new ways of working new products, etc. And so, that’s what we do most of the time is just coaching people how to think bigger but start smaller so they can learn what works and what doesn’t in a safe-to-fail manner. And once they sort of get into that habit, then they’re able to take on these more audacious goals as they sort of see success moving towards it.

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

Barry O’Reilly
No, I think, like the message from me always with this is, like I experienced that I’ve got to unlearn stuff all the time. It’s tough sometimes to recognize the actual reason you’re not being successful is yourself, that you can’t get out of your own way. So, I think a bit of humility, a bit of not trying to beat yourself up too much when you’re not getting the success, I think, is quite important, and recognize that a lot of this is a sort of journey, a learning journey, if anything, a constant iteration and experimentation on yourself. And if you see it like that, it can be a fun journey to go on rather than beating yourself up along the way when things don’t work.

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

Barry O’Reilly
One of my favorite ones, and people will have to buy the book maybe to find out what chapter was this one, is that something always gives up. Either the problem gives up or the person gives up. But if the person doesn’t give up, ultimately, you’ll get the breakthrough that you’re looking for.

And that was really interesting for me as a notion to sort of think about. It is a little bit of a battle of wits between the problem you’re trying to tackle and the person, or yourself, trying to tackle it. And, really, half of the way to succeed is to keep showing up. If you just keep showing up, something will give. Either the problem will sort of give and you’ll get past it, and, hopefully, before the person gives up because then the problem wins. So, that’s always motivated me to keep being persistent and to keep showing up, and I really enjoyed that quote.

Pete Mockaitis
Well, thank you. And how about a favorite study or experiment or bit of research?

Barry O’Reilly
Well, I think my favorite example in the book is Serena Williams, and her story is just purely phenomenal. She’s sort of an against-the-odds story. And also, the success that she had and continues to have is sort of totally unheard of and a total outlier for the sport that she plays in. She actually is getting better as she gets older, which is sort of unheard of. Most tennis players retire at the age of 27. She’s 40 and she’s still competing at the highest level, getting to finals and being successful. So, yeah, really a fantastic story that I open the book with, and would highly recommend people check her out.

Pete Mockaitis
And a favorite book?

Barry O’Reilly
It’s called Maverick, and it was basically written about a small little factory in Brazil where the CEO, who took over, whose son who took over from his father, started using all these contrary methods to manage people that were much more about empowering people rather than the typical, let’s say, corporate institutional management techniques, and they had massive success. So, I highly recommend people check out that book. It’s one of my favorites.

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

Barry O’Reilly
I like the Shure SMB mic. Sounding good when we’re on podcasts, I think that’s one. One thing I learned, I think, through the pandemic especially, is that it’s really important to have good sound when you’re communicating because when the sound is bad, it makes it harder for people to listen. When you’ve got good sound, it makes it easier for people to listen and more of the information goes in. So, yeah, get a great mic. That would be my tip for people.

Pete Mockaitis
Agreed. And a favorite habit?

Barry O’Reilly
At the moment, well, there’s two. One is making a really nice coffee in the morning when I wake up. That’s definitely, that’s my special time. And then exercising as much as possible. I think one of the things I really learned as well, especially as I work in a venture studio called Nobody Studios, and I work with a bunch of biohackers. And this idea of like persistently improving your whole, both like mental activity, like doing exercises like this, reading, writing, etc. but also the physical aspect of how important it is to exercise and sleep.

We’re actually working on a sleep company at the moment, and it’s just been fascinating to me to realize and learn how important sleep is to our actual performance, in general. So, now I’m somebody who…I used to stay up and think I could get by on six hours of sleep at night, but now if I don’t get eight, I get angry at myself. So, it’s been really interesting to learn some of these habits.

Pete Mockaitis
Well, Barry, now you got me curious about, if you’re allowed to disclose, what’s the sleep company and what transformational insights have you gleaned thus far?

Barry O’Reilly
Well, the first one is how important sleep is. I think most people sort of undervalue how important it is. It’s the most restorative process that we have, so no surgery or amounts of vitamins or supplements are going to improve your wellbeing as much as sleep. So, it’s actually one of the most important things that we have to do.

So, yeah, some of the habits that I have had to unlearn was like going to bed late, or a routine to actually optimize when you do go to lie down to sleep, that you get the maximum sleep, that you can get a high-quality sleep at that. And it’s everything from the triggers, simple things that people might say to you, like don’t drink coffee, or don’t have high amounts of sugar, or don’t let your body be in a stress state when you go to sleep because you actually can have negative sleep, which hurts you more.

So, all of these things have been really fascinating to sort of learn and discover. And, yeah, if you follow our venture studio, Nobody Studios, you’ll see the sleep company when we launch it to the public in the next couple of weeks. I’m pretty excited about what it’s going to do.

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

Barry O’Reilly
Well, I think just even the word unlearn. It seems to be one of these provocative words that people go, “Yeah, that’s it. That’s exactly what we need to do. We don’t need to learn more things. We need to unlearn some things.” And I think it’s been a fascinating way to connect with people in terms of the interest area, or a way to describe something, or a notion that many people have felt but weren’t able to put word on it. So, yeah, I think unlearn, that’s it. It’s a fun one. Let go of past success to achieve extraordinary results. It’s all in the title.

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

Barry O’Reilly
Yes. So, I’m pretty much Barry O’Reilly on every social platform you can imagine, or BarryOReilly.com. And if you’re interested to follow our studio, we’re at NobodyStudios.com. Go check us out on the web and similarly on most social media platforms.

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

Barry O’Reilly
Yeah, just think big, have a big bold aspiration that you’re aiming for, that something you think could change, but start small. What’s the first small step you can do to start moving towards it? And you’ll learn fast what works and what doesn’t. So, that’s my message to everyone.

Pete Mockaitis
All right. Barry, thank you. This has been a treat. I wish you much luck with Unlearn and all your adventures.

Barry O’Reilly
Thanks very much. Thanks for having me, Pete.

774: How to Make Yourself Promotable with Amii Barnard-Bahn

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Amii Barnard-Bahn shows you how to assess your unique strengths and opportunities to advance your career with her Promotability Index.

You’ll Learn:

  1. The five elements of the promotability index 
  2. The 4 steps to developing strategic thinking
  3. The one question to get the feedback that you need

About Amii

Amii is a former Fortune Global 50 executive and a current C-Suite consultant to global companies like Bank of the West, Adobe and The Gap. She’s been recognized by Forbes as one of the top coaches for legal and compliance executives. Amii also contributes to the Harvard Business Review, guest lectures at Stanford and UC Berkeley, and is a Fellow at the Harvard Institute of Coaching. She speaks regularly on workplace culture, leadership effectiveness and corporate governance. She is the creator of The Promotability Index® and author of the companion PI Guidebook. 

Amii earned her law degree from Georgetown University Law Center and her BA from Tufts. Amii is a lifelong diversity advocate who  testified for the successful passage of first laws in the U.S. requiring corporate boards to include women. 

Resources Mentioned

Amii Barnard-Bahn Interview Transcript

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

Amii Barnard-Bahn
Thank you. Thanks for inviting me.

Pete Mockaitis
Well, I’m excited to talk about the promotability index but, first, I think we need to hear about your passion for opera.

Amii Barnard-Bahn
Yeah, I love it and it’s been something I’ve missed quite a bit, as you can imagine, over the last two years, and I think it’s kind of like heavy metal for grownups. So, I describe it for people who haven’t maybe been exposed. It’s a little bit of symphony. It’s a little bit of ballet. There’s a lot of singing. It’s costumes. It’s crazy plots and drama. It’s got a little bit of everything, and it’s usually over the top and has remarkable history for some of the older pieces but there’s a lot of new works that are being done. I’m on a board that specifically does a lot of really challenging, interesting cool stuff in really unusual locations. So, it’s bringing opera to the masses, so that’s been fun.

Pete Mockaitis
Oh, fun. And I’ve always wondered, when it comes to opera, when they’re in other languages, you still love it? Or how does that work for you?

Amii Barnard-Bahn
Two ways. One is supertitles has changed everything. They came in in the ‘80s. and so, I was just talking to a friend of mine who works at the San Francisco Opera, I stayed with him this weekend, and he reminded me that when supertitles, which were fought vociferously by all true artists, or in the early days, and then fought equally by people who said, “No, people don’t understand what they’re saying. This is impacting the performance. We need to make this accessible.”

Supertitles won out at least in the United States, and it changed everything for the performers. People started laughing at jokes. People started crying when people died. It was an entirely…the singers were just blown away because they’ve been used to performing and then polite clapping at the end. So, it was remarkable in that sense.

Some small houses may not always be able to afford them all over the world, so that’s where I keep the caveat. Sometimes I’ve gone to the opera, or some opera houses who are purists, they don’t believe in them. And, for me, that’s almost like going to a foreign film and kind of checking one part of my brain out for a little while, and watching visually and just enjoying and figuring out what’s happening without words, and understanding you don’t actually always need words to know what’s going on.

Pete Mockaitis
All right. Thank you. Well, now let’s talk about the promotability index. You are the creator. Tell us, what is it, who should use it, and how does it make things better?

Amii Barnard-Bahn
Well, one of the healthiest things I think anybody can do for their career is to work on what’s under your control. And so, I created the promotability index based on all of my work as a former Fortune Global 50 executive, chief human resources executive, and attorney, and personally just kind of worked my way up to the top, and saw how people got promoted or fired or stuck or let go, and reverse-engineered it into five key elements, which I’m happy to talk about.

And so, I created an assessment first, which anybody can take, and I made it free on my website. Accessibility to moving up the ladder is one of my values, and it’s an 82-question assessment that can let you know how you’re doing on the five key elements. And then the five key elements are things that decision-makers use when they look at promoting or elevating people to higher levels in the company, or who they’re going to invest in as potential leaders.

And so, in my experience, the five key elements are self-awareness, external awareness, strategic thinking, executive presence, and thought leadership.

Pete Mockaitis
And so, I’m excited to dig into each of these five. Maybe to start though, could you share is there a particular finding in your work and putting this together that has been particularly surprising to folks in terms of, “Huh, so that’s a big deal, eh?”

Amii Barnard-Bahn
I think people underestimate external awareness the most. I wrote a Harvard Business Review article on it, titled “Promotions Are Not Just About Your Credentials — They’re About Your Relationships,” because there comes a point in time in everyone’s career where their credentials, to a certain extent, become irrelevant, and I don’t think we’re told that very early on, certainly not when we’re paying grad student loans, potentially.

And it’s really a ticket to the game and it becomes about, “Can you work with people? Do they want to work with you?” You may ace your job but in terms of getting to the C suite, it’s going to depend on the mix of people, whether they trust and like and know you. And that can come as a real shock to some people around mid-career, and that’s often where people get stuck.

Pete Mockaitis
Okay. Well, yeah, I want to hear about this. Okay. So, can you share with us an example of someone who worked through some of the pieces of the promotability index and saw some really cool results from doing so?

Amii Barnard-Bahn
Sure. Well, we know that promotions aren’t always fair or rational. I’m sure you can think of a couple of examples in your own life and anyone on the call. And so, of course, you need to be good at what you do but it’s relationships and working with other people that are going to get you that promotion. So, one client that I had about a year ago was an absolute rock star in terms of their performance in sales, and they were the number one salesperson of the year, which is a pretty objective criteria, selling stuff. You can measure that. Some jobs are harder to measure in terms of what you accomplish and your goals but sales are pretty straightforward.

This person was not getting promoted and they had been there several years, and was getting very frustrated at this. And then after working together for about six months in coaching, part of what I found out was that, two levels up, my client was being blocked for promotion because of a perception that he was a lone wolf and that he needed to be the star.

And so, all of his hard work that he was always putting in every day, day after day just going out there getting the client, hitting the numbers, but that actually was getting to a point where it was working against him because he wasn’t demonstrating in terms of external awareness. People were not seeing the other side of him, that he was a good mentor, that he cared about people, that he could lead a team, that he could achieve through others.

So, once I found out that that was the perception of him, we started working on those things, and he showed up very, very differently. And it wasn’t easy for him because he’d worked really hard to get where he’d gotten. To quote Marshall here, “What got you here won’t get you there.” So, the same behaviors that made him fairly successful as an independent contributor were holding him back from moving forward.

Pete Mockaitis
Right. And I’m curious then, how does one get that gem of insight that, “Hey, a couple of levels above you, this is the perception of you”? I mean, did you just sort of go ask around? And what do you recommend for individuals who don’t have a coach to do that work for them?

Amii Barnard-Bahn
That’s a great question because I think he would’ve left. He’s very close to leaving and he was a superstar so that would’ve been a loss for the company. Three-sixty reviews are what they’re commonly called and it is going and asking around, is the casual way to put it. It’s confidential and coaches, or your internal HR department, may do it, and you get perceptions and themes together, and that is how I found that out for him, or he would not have known.

People don’t, unfortunately, feel comfortable giving people the feedback they need to improve most of the time. It’s very easy to say, “Oh, you did a great job, Pete, on that. That was awesome,” but it’s harder if it’s like, “Well, Pete, can I talk to you for a minute about how that meeting went? Got some feedback for you. You may or may not be open to that.”

If they may not want an argument, they may not have the time, they may fear conflict, they may not be very talented at giving feedback in a way that others can hear it. They may be too blunt. You may not trust them even if it’s true. There are so many things that can go wrong with feedback. So, having a trained coach or HR person can be great.

But I’ll tell you my number one tip if you don’t have a coach that you can get feedback that can help you if you think you’re stuck or if you just want to get better at your job. My number one tip is to ask your boss and/or a couple of other colleagues that are close to you that you trust, that will be direct with you, especially people that will be direct. Ask them, “What’s one thing I can do to be more effective in my job?” and just wait. The trick is to stay silent and not to say anything.

And 99% of the time, people will say, “Well, thank you for asking. Let me think for a minute.” They’ll say, “Well, one thing could be this.” You’re being very specific and you’re not asking them for the moon. That’s where people get in trouble, is they say, “Hey, how can I be better?” It’s too vague. So, if you’re really, really specific, usually people will pick one thing.

It might be a little thing, like, “In that meeting, you could’ve talked louder. I couldn’t hear you sometimes,” or, “You seem to not like X person and it’s stressful for the rest of us in the meeting. we don’t even know if it’s true that you don’t, but I don’t know if you’re aware, but you act a certain way with this,” and that can be helpful feedback.

The trick is not to get defensive, to thank the person for the feedback so that you can get it again, and then to act on it and circle back ideally, and say, “Hey, thanks so much for that feedback. I’ve been working on it, and I’d love to know if you’ve noticed. So, if you could catch me doing good, that’s great. If you catch me slipping back, privately tell me. That could really help me. I’d appreciate it.” So, that’s a great example if you’re a leader for your direct reports.

When my leaders have started doing this, it’s opened up more of a speak-up atmosphere where people feel more comfortable being vulnerable and getting better together. It could be a real bonding experience.

Pete Mockaitis
Absolutely. That brings back memories at Bain. I remember we all had our professional development plans, and I go, “Hey, here’s what I’m working on, dah, dah, dah,” and I shared that with them. And then the manager said, “Okay, cool. And here’s what I’m working on,” and it was like, “What? This is eye-opening. Okay, cool. Thank you.” And it really does, it sets that vibe in a real positive way.

Amii Barnard-Bahn
Totally.

Pete Mockaitis
All right. Well, so then can you tell us the genesis of the promotability index? And when I hear the word index, I started thinking about research and validity. Do you have any of that stuff to share as well?

Amii Barnard-Bahn
I wanted to engage the creative and the positive side of development. Having been forced to you, there’s many, many types of instruments as an HR person and an employee, I found that most of them sucked all the joy out of career development, which should be an exciting thing, “What do I want to create? Who do I want to be? What do I want to learn?”

Think of yourself as a five-year-old kid and getting excited about learning new skills, and, “Okay, I’m not so good at this but that’s okay. I’m not going to hang my entire ego on that. I’m going to work on this kind of thing.” So, I did not make it a psychometric Harvard-validated assessment because I think there are plenty out there and I use those in my practice.

I wanted something that was easy for anybody to use and that, simultaneously, simply by considering or contemplating the question, raise the consciousness of people reading it, that, “Oh, that’s something that should be on my radar.” That’s something that people grade you on even if they’re not telling you that.

A lot of promotions, and having been in the room where it happens, it’s not obvious always who and what, who gets promoted and why. And so, I wanted to create greater access. I wanted to create a language that managers who otherwise might have difficulty actually pinpointing what it is that’s holding the person back. Sometimes managers just don’t…they know it when they see it but they don’t know how to articulate it. And so, I wanted to help with that as well.

Pete Mockaitis
I find that’s often true when I’m looking at writing, it’s like, “This is good. This is bad. But why?” And I’d really have to think for a while, and say, “Oh, okay. Okay. Structure, elements of style. These sentences are just kind of too long. They don’t need to be like that. Just kind of clunky and less clear,” or, “We’re using some vague language. I’d like to make that a little bit more real in terms of…” or, “That’s not interesting or exciting. I don’t think anyone cares about that thing. We need to hook it into what people are really after, what they value.”

But you’re right, it takes a lot of time sometimes for me to articulate why is something good or bad, or why is someone promotable or not promotable. And I got a kick out of doing it, the five categories, and then up to 82-sort of yes or no responses. It’s like, “Oh, maybe I don’t actually read news associated with my industry all that regularly. Huh, how about that?”

I mean, I learn a lot of stuff from a lot of people but it’s somewhat rare that I pull out the Association of Talent Development’s report on such and such, and that’d probably be a good thing to do, and we’re free to be promoted. Although, I guess if I’m the owner, promotion more so looks like my listeners and customers say, “This guy is super awesome. We should pay him more or hire more, refer more,” or whatever.

Amii Barnard-Bahn
It’s written around Fortune 500 companies since that’s where I’ve cut my teeth, and I’ve heard in my pilot testing and thousands of people have taken it now, even independent contractors or people who don’t manage others, that’s another thing that’s assumed in there. Just ignore those questions. My whole point is don’t get caught up in the score, and that’s why I made it 82 and not 100.

I didn’t want our little weird brains from college to be like, “Is that an A? Is that a letter B?” Like, no, no, no. I did a little scoring just to hijack the part of ourselves that is competitive with ourselves, but the whole idea is to be competitive with yourself. And the guidebook, the companion guidebook to the assessment, which I only wrote after clients asked me to, they said, “This is great. Now what? What else do you have?”

And I said, “What do you mean? Just work on the stuff that you didn’t check, whatever. Move towards what brings you joy, like what’s exciting to you that you didn’t check, that you’re like, ‘Oh, maybe I should be doing others. Maybe I should speak at my professional association events. Maybe I have something to say or write about.’” And some people wanted a book, so I wrote the book and that’s been out now for exactly one year, and that’s been fun and that’s generated a number of conversations, and given a lot of companies and groups that have adopted it a common language for this.

The ideal way to do it, I think, because in the performance review process can be really painful because most of it is a backward look. Most of it is, “Do you get a raise? Am I getting a promotion? How much money are you giving me? And what did you think of the work that I did?” Well, that’s all backwards. This is all intended to be, again, the creative look forward around, “Who do I want to be? Where do I wish I was better? What jobs are exciting to me now?” I believe in a growth mindset and that we can continually be learning, and continually are changing in terms of what our priorities, desires, needs might be.

And so, this is designed to kind of be a choose your own adventure kind of a book with your managers as a powerful way to do it because you can sit down and say, “Hey, these are the five things I think I could work on.” They might say, “Actually, I think you’re really good at that.” That’s happened too. There’d been some amazing conversations I had.

A colleague who adapted her case study is on my website, for her credit union, and the young woman had taken it, and said, “I don’t want to get promoted.” And about a third of the people that have taken it so far don’t want to be promoted, which is another great thing to know because then you just need to say, “Okay, how do I give them lateral assignments? How do I keep them engaged?” As a manager, it’s really helpful to know that, as opposed to people who do want to get promoted and might leave if they don’t feel like they’re moving forward. Different needs, different people.

And this young woman came back a week later, and said, “You know, I thought about it and I decided, after taking the promotability index, that I never thought about it before. I’m the first one in my family to go to college, like I just already felt like I’ve made it. I’m so lucky to have this job. But if you think I can do better, I’d be interested.” And they got into this wonderful, beautiful conversation, and I said, “Yeah, we’d completely support you. You need to do this. You need to work on this. And let’s do it together. Let’s take off and bite off a chunk every year.”

Pete Mockaitis
That’s cool. Beautiful. All right. Well, let’s cover a big more depth here, the five elements. And could you give us perhaps a definition and maybe a top tip for boosting it? So, let’s roll through them.

Amii Barnard-Bahn
Yeah, okay. Well, so for self-awareness, it’s around knowing your why, knowing your how, knowing your what, really why you do what you do, how you show up, and what makes you special in terms of what you bring to the party in the organization. And so, it means knowing your values, motivators, and preferences would be a more technical way to describe it.

Usually, when a tip I would give you for self-awareness is if you’re unhappy or unsettled in your work, it’s often because your values are being challenged or are under stress. Now, big picture, that could mean a mismatch with the organization. Smaller picture, it could mean a conversation you had recently, a decision that’s been made by the company that you don’t agree with, but it’s helpful to know your values and think about it, in that way you can say, “Oh, okay, this is why I’m feeling the way I do,” and that’s just helpful because you may have the power to change it. You may realize it’s a really big deal, and it actually is a deal-breaker for you, and you might need to make some changes. So, that’s one on self-awareness, Pete, that I would share.

Pete Mockaitis
And so, any perspectives on the finest ways to zero in on what’s one’s core values are?

Amii Barnard-Bahn
Well, I use deep assessments that get to it really quickly. If you don’t have that, I would think about what brings you joy, what brings you pain, how do you make your decisions. There are plenty of lists actually on the internet around these things, which is about 33. StrengthFinders is a very common one that’s used by some companies. It can be very helpful, and I believe they have a free version where you can get your top 10, and that can be a really good start.

Pete Mockaitis
And tell us, if we do have the access or the budget, what are the deep assessments you love?

Amii Barnard-Bahn
The one that I like best is the Hogan assessment, and it’s work-related and it’s been around for a very, very long time, and we leverage it in coaching to, let’s say, there’s something we find that your boss is saying, “You need to work on this,” and it’s not something that you’re really that motivated to do, like public speaking. Let’s say, he says, “I want you to present the next board report,” and that’s just something you’d rather kill yourself than do that.

We would look at your motivators, and, for example, let’s say you had a motivator for great performance and you’re a high achiever, we’d say, “Okay, Pete, I know you don’t like this but this is something that you need to do to achieve high performance. Your boss just basically said that. Let’s leverage your value there, high performance, that you’re high performing, high achieving, and then we’ll figure out how we’re going to get there.” But that would be your motivator to get around “I don’t want to.”

Pete Mockaitis
All right. Well, how about executive presence?

Amii Barnard-Bahn
Executive presence has been thrown around a lot and I love a definition by Coqual that they created based on a study actually that divides executive presence up into three elements. The first element is gravitas, which is grace under pressure is one way of defining that. The second is presentation skills and communication. And the third is appearance. And they found that 70% of executive presence could be attributed to gravitas, meaning that you have some backbone, you take a stand when you need to, you’re calm in an emergency, people come to you for guidance and advice.

For presentation and communication skills, that was about 20%. So, being able to present well, to speak well, and enunciate, good eye contact, all those good things, no quirks or tics when you’re presenting, that kind of thing, ideally getting rid of those depending on your abilities. And then the last being appearance.

Appearances surprises people at being only 10%, and I would say appearance has a dwindling impact. I think when you first meet someone, appearance can be very impactful. It can either make or break a first impression. But as we know, appearances can also be deceiving. And so, over time, it fades, and I think gravitas and presentation skills and communication come to the forefront much more so.

Pete Mockaitis
And do you have a favorite approach to improving one’s gravitas?

Amii Barnard-Bahn
Well, we find out the triggers that are preventing people from staying calm and centered in the times that they need them to be. There’s usually a pattern, and so we keep an acknowledgement journal of what’s happened over the prior week or two weeks, what’s triggering it. Is it a person? Is it an issue?  There’s usually circumstances or things that are happening around that time that are making you stress that then trigger you to act a certain way, which could be withdrawal, could be aggression, could be a number of reactions, could be caving when you really need to be taking a stand, things that may not serve you in the long run as a leader, depending on what the situation is.

So, once we figure out what the triggers are and you’re aware of them, then you can start making an active choice to choose differently and to choose what you know is the right thing to do, and it just takes practice.

Pete Mockaitis
So, I’m thinking about gravitas. If someone, so caving or freaking out, could you maybe give us a demonstration of a high gravitas and low gravitas response to, let’s say, that I am requesting budget for an important initiative, and they told me no, and I want it bad and it’s genuinely important, and I’m going to take a stand for it? So, low gravitas, that sounds like you’re craving, like, “Oh, okay,” or flipping out, like, “This is ridiculous. What are you thinking?” So, what would be a high gravitas response?

Amii Barnard-Bahn
You have your facts together because you already have your business case to begin with to make the request but you would say, “I appreciate costs are at an all-time high. I appreciate that we’re looking at everything. I’d like to reiterate that the reason for this request is X, and the benefits to the organization are Y. And it’s very important, because if we don’t do this, then the costs will be Z, and we’ll be actually paying more next year for the same thing if we don’t make that choice now.”

Pete Mockaitis
There you go.

Amii Barnard-Bahn
That would be an example. You stay in your rational brain. You’ve done your homework, I’m assuming that already, which wasn’t in this hypo, and you go back to your facts and, especially for a cost, an ask of a cost for money or raise. I have some videos on this. It’s very important how you ask, and you need to have your ducks in a row, and you need to have your data. You need to have thought it through and you need to have thought it through from the perspective of the person that you’re asking if you want the highest likelihood of getting a yes.

Pete Mockaitis
And so, then the thinking then is, in terms of promotability, that sort of persistence is not an annoyance; that would be a knock on promotability, like, “Oh, Amii is just not a team player. She just won’t let it go,” but rather it is a pro in terms of, “Hmm, Amii has really got this gravitas.”

Amii Barnard-Bahn
Right. And you just don’t make it a no, but you just hit on exactly you want to be thinking about what feeling…I always tell people this. For critical conversation, start with, the meeting is over, you’re walking out of the room, what do people think of you, what perception are you leaving behind because that’s what’s critical as a leader and will determine your future success as much as anything. And there’s a perception as, “Ugh, what a hothead!” or, “Oh, they don’t understand how this business works. They have no idea how we are just losing money hand-over-fist right now. Have they heard of the war? Have they heard of COVID?”

There are so many things that can go on in the room after you leave. You want them to say, “Okay. Well, that was a well-measured request. They did their research. They understand the financial situation and the crunch that we’re in. I’ll give them some snaps because they still went for it even though we said no, and they handled it with grace, and I won’t mind having that conversation with them the next time.”

Pete Mockaitis
All right. Well, now let’s hear about the next area – strategic thinking.

Amii Barnard-Bahn
Strategic thinking is an interesting one because I found, through my career, that it’s the hardest one to get without getting experience. It’s like when I first tried to get my first retail job, and they said, “Well, you’d have to have experience in retail,” and I was like, “But no one will give me that first job.” Strategic thinking is the same way. You need to have a certain amount of responsibility before an access to all the pieces of the puzzle in the business, to be able to think strategically, to understand how if you take this piece out, how that affects these other pieces, almost like a puzzle.

So, what I advise people for promotability is to, what’s really critical and what I’ve seen, is you need to be able to demonstrate to decision-makers that you are a strategic thinker. And the ways that you do that are visibly asking questions that are smart but not obnoxious questions. No one wants a show-off. But show that you’ve done your research.

There’s a way to ask a question, and there’s a way to ask a question that demonstrates that you’ve been thinking, that you’ve been reading up on your industry, that you have been maybe talking to others in your field, and that you know what is important and kind what’s hot now. That’s why I always advise people, as well as it gets into thought leadership, or some of the other ones, but thought leadership can help you with strategic thinking.

And I don’t know if you want to jump to that one, too, but strategic thinking, some people ask questions and they’re face-palm questions in a room. We used to all be in a room together, and they’d ask a question that, just by asking the question on its own, you could tell they’ve not done their research.

Pete Mockaitis
“Why don’t we just go viral?”

Amii Barnard-Bahn
Right.

Pete Mockaitis
Could you give us some examples?

Amii Barnard-Bahn
Yeah, that they haven’t been talking to their peers, that they only care about their little silo, that they’re asking for X, and it’s clear it’s going to affect IT or HR or supply chain, and they didn’t have the meeting before the meeting to say, “Hey, is this cool with you? I’m going to propose this. I know this impacts you guys. Do you have the resources to help us? Or, what are you seeing? Is this a good idea? This is what we’d like to do in marketing. We’d like to market this. Is this okay? Have you checked it with legal before bringing it to the board?” That’s a classic one for like a new drug or clinical trial stuff, that kind of thing in some of the bio firms that I worked with.

So, checking in and demonstrating that you have seen the whole system, you’ve talked to the system, or you’re aware of the system and anything that could go sideways or impact it or that needs to be considered before you make a proposal or make a comment, question a colleague. That can make or break also not only how you’re viewed as a strategic thinker but relationships, which overly everything that you and I have been talking about today.

Pete Mockaitis
And so, then I guess if you’re just getting started with strategic thinking, what do you recommend as some of the first steps? Like, “I don’t even know what I don’t know. Like, it would not have occurred to me…”

Amii Barnard-Bahn
And that is where everybody starts.

Pete Mockaitis
“It would not have occurred to me to ask about the legal stuff.” And so, I don’t know, is there like a book, like Strategy 101, or just sort of like a process, like, “Okay, here’s the org chart, let’s think about finance, let’s think about marketing, let’s think about legal”? Or, how do you recommend we get started?

Amii Barnard-Bahn
There are books. There are ten million books on every business topic out there. But in terms of just how to start in a grassroots way, number one, just know how you make your money, how your business makes you money. Number two, understand how your function fits into that greater whole so that you know what piece of that makes the engine run. Third, read up on your industry. Fourth, join professional associations, get involved, educate yourself, steep yourself in the issues of the day for your business, for your organization.

Be ahead of the curve in terms of what’s coming down. Many businesses are being impacted by AI. If yours is one of them, you should know that and you should know whether that’s a positive or negative, and what chain reaction that’s expected to have five, ten years from now. Talk to your boss, find out what they read, how do they stay up to date.

Reach your 10-K if you’re a publicly traded company. 10-Ks have amazing information in there. If you’re required to disclose to the SEC in terms of the litigation that is pending, in terms of any other disclosures that are required, super helpful. Before I joined a company, that was always proud of my due diligence and I’m amazed at employees and execs that don’t necessarily always do that.

Pete Mockaitis
Or listen to the earnings calls if they’re publicly traded.

Amii Barnard-Bahn
Right. Oh, yeah, amazing.

Pete Mockaitis
Sometimes, even when I’m an investor, sometimes there is a unique level of boredom that I’d get from listening to earnings calls, and I think maybe it’s because that’s just the medium in terms of it’s not flashy TED Talks.

Amii Barnard-Bahn
They try. I think that they’re quite dry, Pete.

Pete Mockaitis
Nonetheless, dry but informative, like, “Okay, this is what’s really on the CEO’s mind and the CFO’s mind, and the stuff that they’re worried about, and that the investors are caring about, so now you know.” All right. And so, then we talked a bit about the external awareness. Anything else you want to add there?

Amii Barnard-Bahn
Gosh, the question I gave earlier is a good one for external awareness, that “What one thing could I do that would make me more effective in my job?” Because when you’re asking someone else that, then you’re getting their perception of what would make you more effective at your job. You may not agree. You may think, “That’s a terrible idea,” but you don’t show it. There’s your opportunity to show gravitas and executive presence, and you say, “Thank you.”

And at least you know that that’s the perception they have of you. You may get some really great information from that, Pete. You might get information like, “Oh, my gosh, they think my job is this, but it’s really this. I need to step it up. And how am I going to do that? What data do I give to them? Where could they have gotten that impression? How often do I see them? Do I have enough time with them? Was it just one event? Did they hear it from someone else?”

The advantage to a lot of this is if you understand perceptions and, as one of my heroes, Carla Harris, says, “Perception is the co-pilot to reality.” If you know perception, you have an opportunity to change it. If you don’t know, it’s sitting out there as a potential blind spot, and those could be landmines that can kill your career over the long term if there are enough of them.

Pete Mockaitis
Absolutely. Let’s hear about thought leadership now.

Amii Barnard-Bahn
Thought leadership is usually the last. If I had to put them in order, they’re overlapping and they’re each of the five key elements. But I would say that when people are the most senior in their careers is when they have, number one, the most to say, that’s particularly unique and interesting, and they have a little bit more time and more pressure to be unique, especially if they want to, say, go to a corporate board, do a lot of work with corporate boards and board governance. And often, after you finish an executive career, a great way to leverage your expertise is to serve on corporate boards after there’s no conflict of interests potentially for your industry.

So, thought leadership, you can start with baby steps. So, you can start again by being involved in your associations, your organizations. They always need content, Pete, so writing for a journal, I’ve got five of them back here that I write for on various legal and compliance and ethics and HR spheres. You can speak, they always need free content and speakers. You make great relationships that way, which are beneficial in terms of having a powerful network on so many levels. You can gain a mentor, you can gain a sponsor, you might find your next job, you might just find a great friend that loves what you do. So, thought leadership is around being known for your expertise both inside and outside your organization.

Some organizations are restrictive and conservative with how much they will let you share outside the organizations. If you’re in one of them, and those tend to be highly regulated organizations, like healthcare, pharma companies, things like that, then look for opportunities inside to lead a project that’s maybe outside your area, or to write for the intranet, or to be part of a white paper project on a potential initiative that’s being proposed. Those are ways.

But outside, if you don’t have a lot of restrictions, there are so much you can do. As you know, it’s never been easier to publish content. It costs nothing. You publish for free on the internet. And many, many people have become famous and known for that, and that increases your promotability because others know of you. You build an audience. You build a following. More information comes to you. It’s a generous terrarium, basically, that you’re creating of information. If you’re giving, inevitably you’re also getting. That’s what I found with contributing to organizations like that.

Pete Mockaitis
Yeah, that’s great. And we had a podcast guest, Kirstin Berndt, who, she was in a completely different industry but she had a passion for airline baggage, which is a unique passion. And she just started a blog and I don’t think there were very many on the subject. And so, sure enough, she’s like, “Hey, here’s the latest lost baggage statistics from the airlines. This airline has really made some improvements probably based on their initiatives with X, Y, Z, dah, dah, dah.”

And so, sure enough, that made her very distinctive when the opportunity finally arose for her to interview for such a role, they’re like, “Okay. Well, nobody has this. Okay, yeah, you got the job.” So, it’s powerful.

Amii Barnard-Bahn
That’s great. That’s a great story.

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

Amii Barnard-Bahn
Just that I think everyone has the potential, if they’re willing to put in the work, to learn a new role, to get better at their existing role, to move ahead, and I hope that the promotability index has, in some small way, helped that, and there are a lot of other great resources out there as well. Not everyone has a mentor. Not everyone has a coach. Not everyone has a great boss or someone that’s helped them along the way.

And so, I would just encourage people to go for it regardless and to never assume that simply because you don’t have a strong start, that you can’t get there. We can think of many, many amazing entrepreneurs and successful people out there who have done it with nothing. And so, I would just want to be really positive and optimistic for all of your listeners out there.

Pete Mockaitis
And not to squash positivity and your optimism, but this does trigger something. If we’re in an environment where it seems like our manager is toxic or severely dislikes us, or the forces of meritocracy aren’t really operational, and that might be perception, that might be reality as their co-pilots, what do you recommend then? It’s like, “Hey, I’m doing the work. I’m making progress. No one seems to care or notice,” how do you think about when it’s time to exit versus persevere?

Amii Barnard-Bahn
I think that’s a great question and I’ve talked about it on several shows as well recently with the Great Resignation, and I think that’s when you decide whether you have the talk. And the talk, to me, depends on how financially comfortable you are with either taking a big risk or what your savings looks like. But having the talk is going to your manager and saying, or your leader and saying, “Hey, I’d really like this promotion. What are the chances? Or, what do I need to do? This is what I’ve been doing. I feel like I’m in sync but I’m still not there yet. What would the timeline be?”

And if they can’t really give you a committed answer, then you have to decide whether it’s time to leave. Now, sometimes people may say, “Okay, I don’t have quite so much money in the bank so I’m going to eat crow for a year, and I’m going to job search while I’m doing this.” Right now, over the past year at least, I don’t know if the window is closing a bit with return to work, but there has been an unprecedented opportunity to have those conversations and to negotiate with the powers that be around what the timeline looks like, what the job looks like.

If you love half your job and you don’t love the other half, can you trade? Can you morph it? There’s been a lot of great conversations that have been going on over the past year, I would say.

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

Amii Barnard-Bahn
Sure. My favorite quote would be from Peter Drucker, which is, “You should not change yourself but create yourself.” That means build around your strengths and remove your bad habits.

Pete Mockaitis
All right. Thank you. And a favorite study or experiment or bit of research?

Amii Barnard-Bahn
One recently, I’m always getting caught up in stuff that I then enjoy writing about, and one that I’ve been focused on lately is a study that we don’t like people who deliver bad news. We all know it as just “Shoot the messenger” implicitly. But for someone like me who works in corporate governance, corporate ethics, healthy workplace cultures, the implications of that are pretty severe.

And so, I’m fascinated how to reverse-engineer delivering bad news so to equip people who frequently have to deliver it so that they can be heard, that better decisions can be made so that people aren’t afraid of speaking up because, unfortunately, the universe is rife with situations and huge costs when people don’t speak up when they need to, when they know something important. And so, I’d like to try to help change that dynamic.

Pete Mockaitis
And a favorite book?

Amii Barnard-Bahn
The two that I’m sticking with right now are, one called BS Leadership by my friend and colleague and Stanford professor Jeffrey Pfeffer, which is just fascinating. I wished I had read it 20 years ago. And my fiction, I’m reading my favorite, one I think is by the greatest living author, Joyce Carol Oates, it’s The Accursed, based in Princeton at the turn of the 19th century.

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

Amii Barnard-Bahn
I dictate constantly both on my Mac and on my iPhone, and I have probably a thousand draft emails right now sitting in my computer. They’re snippets of ideas, ideas for articles, conversations, things I need to do, prep for you, for your podcast, prep for clients next week, or a really cool article I read that I want to share. I love that. And then in terms of literally a tool-tool, I use ClickUp with my assistant and my team to manage all the different projects and things that we have going on all the time in the cloud, so that’s been super helpful. That’s been a game changer.

Pete Mockaitis
And when you say dictation, is there a software you’re using?

Amii Barnard-Bahn
No, it’s literally Apple. I’m just pushing the button on the Mac. It’s the control button. You hit it twice, it starts typing out everything you say.

Pete Mockaitis
And is that sufficiently accurate?

Amii Barnard-Bahn
Enough. I go back and I have to watch sometimes. I can’t speak too fast. It’s forced me to slow down a little. I can talk really fast, so it’s punished me for that. So, I’ve had to slow down and be like, “Okay, I’m dictating now. I need to speak more slowly so it gets handled correctly.”

Pete Mockaitis
Okay. And a favorite habit?

Amii Barnard-Bahn
Let’s see. Work or life?

Pete Mockaitis
Work.

Amii Barnard-Bahn
For work, I would say, at the end of each day, writing down my intention for the following morning, and then closing my door and having the ritual of being finished with work.

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

Amii Barnard-Bahn
The one that we talked about already a little bit was that at a certain point your credentials are irrelevant, and that it’s all about your relationships. That’s been a gamechanger for a lot of people. And then the other one that I’ll tell people that I think is important to keep in mind is that every job is temporary. And that if you think about it that way, you’ll think about your career. It really opens up a different way of thinking, I think, about what you’re doing day to day and what you want to be doing and where you want to be getting better and where you want to be focusing your precious attention.

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

Amii Barnard-Bahn
They are welcome to find me on my website, which is BarnardBahn.com. And also, to connect with me on LinkedIn, and I’m on Twitter @amiibb.

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

Amii Barnard-Bahn
Yeah, I’d say get really good at receiving, giving, and acting on feedback.

Pete Mockaitis
All right. Amii, thank you. This has been a treat. I wish you much luck and fun.

Amii Barnard-Bahn
Thank you. You, too, Pete.