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1049: What Dyslexia Can Teach Us About Creativity, Problem Solving, and Critical Thinking with Kate Griggs

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Kate Griggs discusses the untapped power of dyslexic thinking—and how professionals everywhere can harness it.

You’ll Learn

  1. Why dyslexia matters for everyone in the workplace
  2. The surprising indicators that you may be dyslexic
  3. How anyone can develop dyslexic thinking skills 

About Kate

Kate is a proud dyslexic thinker and has dedicated her career to shifting the narrative on Dyslexia and educating people on its strengths. She has written two best-selling books on Dyslexic Thinking, published by Penguin: This Is Dyslexia and Xtraordinary People, and has shared her wealth of expertise in Made By Dyslexia’s free training courses for schools and workplaces on Microsoft Learn and LinkedIn Learning. She is one of LinkedIn’s Top Voices and is also the host of the chart-topping podcast, Lessons In Dyslexic Thinking, and the presenter on the University of Dyslexic Thinking DyslexicU courses.

Her innovative approach to social change and advocacy has garnered global recognition, with major publications including BBC Morning Live, This Morning, and Harvard Business Review covering her efforts. Her powerful TED talk has also inspired countless individuals and organizations to rethink how they perceive Dyslexia.

Resources Mentioned

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Kate Griggs Interview Transcript

Pete Mockaitis
Kate, welcome!

Kate Griggs
Thank you. It’s great to be with you.

Pete Mockaitis
Well, I’m excited to chat. We’re over a thousand episodes into this series, and not once have we had an episode on dyslexia. So, I would love to start by putting you on the spot and tell us, why should the average, you know, knowledge working professional give thought and attention to understanding dyslexia and its impact at work?

Kate Griggs
Well, for several reasons. Firstly, dyslexia is one in five.

Pete Mockaitis
Okay.

Kate Griggs
So, it’s 20% of us in every workplace will be dyslexic. A lot of dyslexics won’t know that they’re dyslexic, though, because it isn’t routinely picked up at school. So, a lot of people discover through their kids, where maybe their children are having struggles at school. But the reason it’s really important that you should know about it is that dyslexic people have exactly the skills that our AI world of work needs.

So, we index very highly on all of the soft skills or power skills that we’re now beginning to call them. So, things like creative thinking, complex problem solving, interpersonal skills, innovation, all of those things are things that dyslexics are naturally really, really good at. So, it’s important that you recognize those skills and lean into them as a dyslexic person.

Pete Mockaitis
Well, that’s an intriguing setup right there. Thank you. So, if one in five of us have it, and yet very rarely is it diagnosed. How do we know? Are we one of those five? How do we determine that?

Kate Griggs
When you know about dyslexia, it’s actually quite easy to spot. Dyslexic people have what I describe as a spiky profile. So, with a normal cognitive profile, people are sort of in one either average or above average or below average across most things. Dyslexic people have things that they are exceptionally good at.

So, they’ll be in the top percentiles, but they’ll also have things that they’re exceptionally bad at, which is in the bottom percentiles. And those things are the things that we tend to measure intelligence with. Certainly, exams and tests at school and a lot of psychometric tests are based on our kryptonite, if you like. Whereas, the superpowers that dyslexics have are these soft skills of creativity.

So, you can spot a dyslexic person if they appear to be really, really brilliant at something, but then their work, their written work just doesn’t give you the same indication. So, that’s a really easy way of spotting a dyslexic colleague. But also, if you’re a dyslexic person, it’s just that you find something is really, really easy and other things really tricky.

And I think the other thing that almost every dyslexic will struggle with throughout life is bad spelling. So, I think if you spot a spelling mistake, think dyslexia.

Pete Mockaitis

Well, you mentioned bad spelling, and I think that’s what most of us, when we hear the word dyslexia, that’s what we’re thinking, it’s like, “Oh, it’s kind of hard to read because letters are mixed up and it’s tricky.” But are there, in fact, sort of multiple varieties or categories or facets associated with dyslexia?

Kate Griggs
There are. The sort of spiky profile that I mentioned, you know, not all dyslexics are going to be bad at the range of things that dyslexics can be bad at, or good at them either. So, I’ll give you an example. My entire family are dyslexic. So, my dad was, my brother is, both my kids are, my husband is as well, and I think we all have a sort of different pattern of strengths and challenges.

So, my husband’s actually really good at spelling because he has a really strong visual memory, so he can visualize a word to spell it. So, he might struggle with some sort of irregular words, but mainly he’s a very good speller. Some dyslexic people can be actually very, very good at math. I am in the camp that is not so great at math. So, your eyes seem to be really good or really bad.

It is a real pattern of strengths and challenges that that’s why it’s important to really understand what you’re good at and do much more of it and delegate what you’re not so good at.

Pete Mockaitis
Well, I suppose, or maybe this is my big reveal that I’m dyslexic.

Kate Griggs
That happens a lot, by the way.

Pete Mockaitis
Or, I guess I sort of assumed that all humans had areas in which they had great strengths and yet also great deficiency. So, for example, what comes to mind for me is I can just generate ideas by the boat full. So many ideas it’s overwhelming and I can’t even possibly execute all of them, and so that’s kind of cool and handy.

But on the flip side, I will have a really hard time if someone gives me directions to sort of just, “Oh, go back the way you came.” It’s like, “Oh, that’s not going to work for me.” In the world before ubiquitous Google Maps on smartphones, I got lost kind of a lot.

And I’ll also get lost if I’m even playing a video game like Fortnite, So, does that sound like a dyslexic profile or something else?

Kate Griggs
It does sound like a dyslexic profile. Like I say, it’s a real pattern of strengths, and there’s just irregular things, things that most people are really good at that you really struggle with. And I think it definitely does sound like a dyslexic profile but, I mean, you’d have to tell me more about what you’re bad at, probably, for me to be able to tell you. I’m sure you don’t want to share all that.

Pete Mockaitis
Like, drawing three-dimensional shapes, I am bad at that. I would say processing mail and email, more so just because I find it kind of boring and I have so many exciting ideas I want to run after. Yeah, those are some things I’m bad at.

Kate Griggs
Yeah, if you think of dyslexia is really just a different way of processing information, and the regular way that we process information in work and in education is very much a sort of written format with lots of information coming at you as words, and dyslexic people are not brilliant at that. They have other strengths.

But that’s not to say, if you’re picked up and given good reading instruction, every dyslexic person can read so it isn’t just not being able to read either. But there’s loads and loads of information on our website, or we’ve done some training with LinkedIn that’s free on LinkedIn Learning because we work with LinkedIn to make dyslexic thinking a skill. So, it’s a searchable skill now on LinkedIn. So, there’s lots you can learn and we have our own podcast called Lessons in Dyslexic Thinking. So, if you start learning about it more, you’ll soon understand whether you are or not.

Pete Mockaitis
Okay. And is there, what’s perhaps the quickest, easiest way of assessing?

Kate Griggs
We’ve actually got a checklist test on our website, so check that out, because that’s a really good indication as well. I mean, it is just a checklist test, but if it says you’re likely to be dyslexic, then you almost certainly are.

Pete Mockaitis
Okay. Well, so let’s talk about this dyslexic thinking skills in a moment. First, I’d love to dig into, perhaps, the dangers or the dark side, because, generally, I think there’s vast levels of unawareness to your message and what you’re putting out here, that dyslexia is quite common. And what are the dangers of folks not knowing this and making assessments or judgments or decisions in that darkness?

Kate Griggs
I think the not knowing is a really big cause of low self-esteem. It’s a big cause of people not actually pushing themselves to the jobs and the opportunities that they really should be pushing themselves towards. So, there’s even more of a dark side that we tend not to talk about as a charity because we’re very sort of pro the positivity.

But if you look at children that are excluded from schools, or even straight through into the prisons, very over-representatively high number of people are dyslexic because, particularly, if you are not taught to read and write properly, your trajectory in life is pretty bad. And for a lot of people, particularly from disadvantaged backgrounds, that can be a really big issue.

So, there are some real societal issues of not identifying dyslexic or dyslexic people. But I think the main thing from a personal level is that you can go through life thinking you’re not very good at all sorts of things, and also not realizing the things that you are good at, you’re actually really good at them, and they are dyslexic thinking skills and that’s so important. You just assume, like seeing the big picture, that’s something that dyslexic people are absolutely brilliant at.

So, we solve problems from looking at the big picture, the top down, and that’s just something that we have to do because it’s the way we think, but that’s a hugely vital skill in anything that you do. And we really are better at it than people who are not dyslexic, or most people anyway. So, it’s really just understanding those skills.

Pete Mockaitis
I hear you there, certainly. So, if one were to internalize a belief like, “Oh, I’m dumb,” or, “I’m no good at blank,” a broad domain, when, in fact, the truth of the matter is more nuanced. It’s like, “Oh, actually, I have some superpowers over here, and some difficulties over there. But when I compare my difficulties to whatever else seems to be doing just fine with no trouble whatsoever, I might falsely infer that, ‘Oh, I’m just not that bright. I guess certain career opportunities are just not available to me.’”

Kate Griggs
Yeah, and it’s that thing, “I’m not that academic” is one that I hear a lot. But Cambridge University always says that they have a huge number of dyslexics on those PhD programs. So, if you can, you know, dyslexics can get through education and can excel. And I think you’re quite likely to be put off the academic route at an early age when you’re struggling at school.

I had a really, really tough first few years at school, and at sort of eight years old I thought I was really stupid because I couldn’t do what the other kids could do. And there was, no, I wasn’t picked up as dyslexic then, and there was no support for my strengths. And I then went to a new school that was phenomenal, and they instantly picked up I was dyslexic. They gave me incredible support for the things that I was struggling with but also were just interested in, as much interested in what I was good at and really nurtured those strengths.

And I think that’s something, the whole reason I do the work I do, and write the books I write, and do the podcasts I do, is because I really want people to understand, dyslexic people to understand, that they are brilliant, they have a different way of thinking, and it is a phenomenally brilliant way of thinking.

Pete Mockaitis
Well, let’s unpack that. What is this different way of thinking and its advantages and the dyslexic thinking skills?

Kate Griggs
So, as I mentioned before, dyslexic people have, well, according to the World Economic Forum, and according to some research we did with Randstad Enterprise, the foremost sought after skills are creative thinking, communication into interpersonal skills, adaptability rather, and resilience, and complex problem solving. All of those skills are things that dyslexics really excel at.

And I can give you, as well as knowing that they’re the skills that every workplace is looking for, I can give you some real-life examples of where organizations or career routes really fit well into those thinking skills. So, for instance, we work very closely with GCHQ, which is the British intelligence agency. They have actively been recruiting dyslexic spies since they started a hundred years ago.

And the reason that they are actively recruiting dyslexics is because dyslexic people are really good at this sort of complex problem solving and connecting the dots. So, they can connect completely different things together to spot a pattern of communication or to spot a trend, and that’s an intelligence, or the sort of intelligence that GCHQ do, that’s exactly what they do.

They’re looking for cyber-crimes or they’re looking for communication to see where terrorist groups are connecting and planning things. So, they can, dyslexic people are really good at looking and joining up those interconnected things. Forty percent of entrepreneurs are dyslexic and that’s because dyslexic people need to be able to see the big picture, be able to sell their ideas, but also build incredible and motivate incredible teams around them.

So those are two areas where dyslexic people really excel. You also find lots and lots of dyslexic people in things like, surprisingly, journalism, and TV presenting, or communicating, podcast hosts, or YouTube channels, channel hosts. A lot of those people are dyslexic because we’re very good at storytelling. We’re brilliant at simplifying things, sort of seeing really complex issues and simplifying them. So, they’re all skills that we don’t test in schools, and a psychometric test wouldn’t pick up, but they’re really vital skills in every workplace now.

Pete Mockaitis
Well, can you help me understand what it is about our brains and the means by which they go, they process, they interact with the world and process information, such that a person with dyslexia will typically struggle with one set of things but excel in the other? Is there a common linkage or big picture factor that kind of illuminates or explains what’s going on here?

Kate Griggs
So, it is, literally, the way our brains process information. So, for instance, dyslexic people, we think holistically, if you like. So, we like to see the big picture, we like to see all of the facts so we can then come down and drill down into how we’re going to do things. Non-dyslexic people tend to think sequentially, so they’ll go step by step by step. Whereas, we need to see “Where is the end? Where does it all join together? And then, let’s come back and go through the process.”

We also are very multi-sensory thinkers. So, when we’re making decisions, doing things, we tend to take in lots of different things, which is what makes us very good with people, because we can read people, we look at cues that maybe other people wouldn’t see. We’re kind of seeing the person as a whole, if you like, and the situation as a whole. So those are two areas. Whereas, probably most people who are not dyslexic may be a little more less multi-sensory, it’s more sort of what you see is what you get and may not be reading the nuances.

Then when it comes to the struggles, we tend to have problems with our working memory. So, if you think of memory as a shelf and you’re putting books onto the shelf, so if you’ve got lots of books on the shelf, that is a real problem for dyslexic people because we tend to focus on one, two, or three, and then we’ve forgotten those one, two, or three as you get onto the next one.

So, that’s when you’re, if you’re giving a dyslexic person lots of commands, and saying, “Right, I want you to do this and then do that and there’s something else and something else,” you tend to kind of lose where you’ve got to. An example of that would be if somebody gives you directions. Thank God for Google Maps.

But when somebody gives you directions, that are like, “Go down the road, and you turn right, and then you walk for 10 minutes, and you turn left, and it’s the first next, left, the next right.” I mean, but I’m kind of thinking, “Hang on a minute, I get to the end of the road and am I supposed to go right or left?” because I’m trying to remember what they said next, and I’ve forgotten them.

But if I see a map, I can visualize where I need to go. So, it’s just a different way of processing the instructions versus looking at something which is as clear as daylight to me where I need to be going. So, it’s that kind of thing. And dyslexic thinking, actually, was put into the dictionary as a noun back in 2022 when it was also added as a skill on LinkedIn.

And the dictionary definition for dyslexic thinking is an approach to problem solving, assessing information and learning often used by people with dyslexia that involves pattern recognition, spatial reasoning, lateral thinking, and interpersonal communication. So, that, in a dictionary definition, sums up what dyslexic thinking is.

Pete Mockaitis
Okay. Well, so, yeah, let’s hear some examples of cool stories of people with dyslexia working their strengths and skills to achieve great results.

Kate Griggs
So, a great resource for cool stories is my podcast, Lessons in Dyslexic Thinking. We’re just, next week, about to release our third series. The first person that I interviewed for the third series is Erin Brockovich, the amazing campaigner who featured in that film of her life, which Julia Roberts acted as her.

Dyslexic people do tend to make really brilliant changemakers. We don’t like the status quo. We love a challenge. If you tell us something can’t be done, it just makes us really want to do it. And you often find that we have a really strong sense of justice and right and wrong. Erin tells the most amazing story about how she, basically, she kind of worked her way into a job that she was completely unqualified for as a legal clerk working for a law firm in California.

And I think the guy who hired her actually felt sorry for her because she was a single mom and she needed some money. So, he gave her a chance and gave her a job, and basically said, “You know, go do this filing. Just, here’s loads of boxes. Just go and do the filing.” And she opened up this box that was all Hinkley, the place that we know she went on to do the big lawsuit against.

And she looked through all the files, and she could see a pattern of things going wrong and health issues for all of the residents in Hinkley. She was supposed to be just putting the filing away and just sticking things into drawers but she started looking at everything that was there, and she’s got a really amazing visual memory.

And she could see that there were these children were getting sick and things were going wrong. So, she went to her boss, and said, “Look, I’m looking at this, and I think there’s a really big issue here.” And he said, “Look, you’re supposed to be a filing clerk. You need to just file things away.” And she was so dogged because she could see there was something wrong.

And, eventually, her boss let her go out to Hinkley to meet the people and understand what was going on. And from that, from her spotting a pattern in the paperwork that she saw that something was going wrong, she then went and found out about all of the things that were happening in Hinkley, and the fact that the big company was poisoning the water. And saw that right through to the end until they got the biggest legal claim in American history. So, that was somebody who had no qualifications, was incredibly determined, and really wanted to make a difference.

Another amazing story, actually, in the last series, I interviewed Bob Ballard, who is the explorer who discovered the Titanic, and he talks about how he was on, he was doing a project for the Navy, and he was out at sea, and he’d been looking for the Titanic for ages and ages, but he was actually doing another project, and it was in the area that they thought the Titanic was.

And he just got a sense that the Titanic was exactly where he was in the ocean, and he persuaded his team to dive. And they were all saying, “Look, there’s no evidence here.” And he said, “Look, I just know it’s here. I sense it. I feel it. I’m putting all these things together. It’s here.” And they did a very, very deep dive and, sure enough, found the Titanic. So, that’s using intuition and actually putting interconnected pieces together.

Pete Mockaitis
That’s really cool. And with the Titanic and the Erin Brockovich story, it is very effective in highlighting the unique ability that can also lead to social difficulty. It’s like, “What do you mean you know the Titanic is here?” And then, like, I could see how, in many circumstances, what happens is, “Oh, we don’t go searching for the Titanic. We go and say, ‘That guy has a screw loose,’” or some sort of demeaning, unfair judgment or characterization. Or, “No, this is not your job. Go ahead and continue filing the things.”

It’s seeing something that others don’t is already a cause for potential social rebuke or isolation. And then it’s not too hard to believe, “Oh, I guess I just don’t know, and they would know better. They’re the lawyers, they’re the divers and explorers.” And so, I see that pattern, how that could very easily unfold there.

Kate Griggs
Yeah, exactly. Exactly. And it’s having that understanding work environment, where people will allow you to make those leaps of reasoning. I was talking to, also on my podcast, I’ve talked to the former director, actually, of GCHQ, and we talked to spies at GCHQ as well, and they have something called the 24/7 center.

And that’s where you have a series, lots of spies, actually sitting there, looking at communications right around the world. So, from emails to, I mean, it’s amazing how people spy on us, isn’t it? But it’s a good thing in this instance, stopping cybercrime and terrorist attacks. But they look at right across social media to look at seeing if they can find patterns.

And in the 24/7 center, what happens if you think you’ve seen something, you then go to your boss, and say, “Right, this is what I’m seeing. I’m seeing a whole pattern of things happening here.” And because they need to act quickly, and it needs to be an instant, “Okay, there’s a problem. We need to stop it,” they don’t have to do what you would normally have to do in the workplace, which is, “Okay, I get where you’re going with this but go away and tell me how you’ve actually made those connections. I need to see the process behind how you’ve made those connections.”

They don’t have to do that because they are well-enough qualified and experienced enough to know that if they see a pattern, there’s a problem. They need to do something about it. And I think what’s frustrating for so many dyslexic people is that until we have the confidence to really believe in our abilities, we can see patterns, we can spot things, we can see opportunities in businesses and things.

But, often, other people can’t see those things until we explain how we got there and we often can’t explain how we got there. It’s just a sense or we’ve put some thoughts together, two plus two equals ten. And often, it’s very frustrating and until your teammates understand your strengths and you really understand them yourselves.

Pete Mockaitis
All right. And so, how do we build on those strengths, these skills?

Kate Griggs
First thing is to learn about them. So, as I mentioned, we have free training for the workplace. We actually have free training for teachers in schools. We have the podcast. We have a whole series of information on our website. So, the first thing is to learn about them. I also have two books. I have a children’s book which is being released on the 27th of March on Dorling Kindersley, and I have a book on Penguin called This is Dyslexia, which is out at the moment.

And that will teach you lots and lots about dyslexia and dyslexic thinking as well. And once you start unravelling it and learning about it, you’ll either spot it in yourself or you’ll definitely spot in colleagues and friends around you.

Pete Mockaitis
All right. Well, any top tips, do’s or don’ts, you want to share before we hear about your favorite things?

Kate Griggs
If you’re a dyslexic person, don’t spend time trying to get better at your weaknesses. Delegation is the key to everything. And every successful person, dyslexic or not, has learned that delegating what they’re not so good at is the best way to be productive. So, lean into your strengths 100% and be open about your strengths and your challenges with others.

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

Kate Griggs
When we did our first report, “The Value of Dyslexia,” with EY. The then CEO of EY said, “You wouldn’t employ Superwoman and tell her how bad she was with kryptonite. You’d make sure that you told her how brilliant she was with all the things that she was good at.” So, I think that’s probably my favorite quote, and I try and live by that. I try not to do my kryptonite.

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

Kate Griggs
We’ve just done an amazing report called Intelligence 5.0. It came out, we launched it during UN General Assembly week, at the time we launched the University of Dyslexic Thinking, which is a short course university on Open University. The Intelligence 5.0 report is full of incredible, incredible insights, research from all over the world, but also really leans into the fact that the way that we’re testing and measuring in schools is completely outdated in an AI world.

Pete Mockaitis
Okay. And a favorite book?

Kate Griggs
A book I read many years ago, which sort of started me on my journey of really understanding dyslexic thinking, was Dan Pink’s A Whole New Mind. It’s old now but I love that book.

Pete Mockaitis
And a favorite habit?

Kate Griggs
I try and just have a few minutes of calm every day, whether it’s sitting in the garden, taking in nature and listening to the bird sounds, but just trying to take five minutes a day to do nothing and clear your mind.

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?

Kate Griggs
Do what you’re good at. Do what you love. Find your passion. Do what you love, because that will take you far in life, whatever it is.

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

Kate Griggs
Kate Griggs, you can find me on LinkedIn. I’m a top voice on LinkedIn. MadeByDyslexia.org is our website. And both my books are available in all good bookstores, but also on Amazon, so, This is Dyslexia and Xtraordinary People, for kids.

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

Kate Griggs
I think, for every dyslexic, just learn, really, really learn about your dyslexic thinking skills, and understand what they are, and add that you are a dyslexic thinker to your LinkedIn profile because companies are now actively looking for dyslexic thinkers. And if you don’t add it as a skill, they won’t be able to find you.

Pete Mockaitis
All right. Kate, thank you.

Kate Griggs
Thank you very much. Great to join you.

1017: How to Reclaim Your Creativity and Unlock Innovation with Duncan Wardle

By | Podcasts | No Comments


Disney legend Duncan Wardle shares keys for tapping into your creative side.

You’ll Learn

  1. What blocks our creativity
  2. How to hone your ideas with a “naive expert”
  3. The trick to surfacing your best ideas

About Duncan 

As Head of Innovation and Creativity at Disney, Duncan and his team helped Imagineering, Lucasfilm, Marvel, Pixar, and Disney Parks to innovate, creating magical new storylines and experiences.

He now brings his extensive Disney expertise to audiences around the world using a unique approach to Design Thinking, helping people capture unlikely connections, leading to fresh thinking and disruptive ideas.

Delivering a series of keynotes, workshops and ideation forums, his unique Innovation toolkit helps companies embed a culture of innovation into everyone’s DNA.

Duncan is a multiple TED speaker and contributor to Fast Company, Forbes & the Harvard Business Review. He teaches innovation Master Classes at Yale, Harvard, and Edinburgh University. 

Resources Mentioned

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Duncan Wardle Interview Transcript

Pete Mockaitis
Duncan, welcome.

Duncan Wardle
Thank you. Thanks for having me.

Pete Mockaitis
I am so excited to talk creativity and The Imagination Emporium. And, first, I’d love it if you could kick us off, no pressure, but I’d love to hear a super riveting high-stakes story that’s also instructive and behind the scenes related to a Disney classic masterpiece that we’re all familiar with. Just no problem.

Duncan Wardle
Any particular masterpiece you had in mind?

Pete Mockaitis
Oh, boy, it’s not hard enough. Let’s make it more specific. I’ll keep it open. I’ll keep it open. I mean, I’m thinking my kids love Moana, but we can go anywhere you think there’s a juicy story.

Duncan Wardle
So, I started, I finished as Head of Innovation and Creativity at Disney. Didn’t start that way. I started as the coffee boy in the London office. I used to go and get my boss six cappuccinos a day from Bar Italia on Frith Street. And about three weeks into the role, I was told I would be the character coordinator, that’s the person who looks after the walkaround characters, at the Royal Premiere, for “Who Framed Roger Rabbit?” in the presence of the Princess of Wales, Diana.

I was like, “Ooh, what do I do?” They said, “Well, you stand at the bottom of the stairs, the Princess will come in along the receiving line, Roger Rabbit will come down the staircase, the Princess will greet Roger, she’ll move into the auditorium.” How could you possibly screw that up? Well, that’s the day when I found out what a contingency plan was, because I didn’t have one.

But a contingency plan would tell you, if we were going to bring a very tall rabbit with very long feet down a giant staircase towards the Princess of Wales, one might want to measure the width of the steps before the rabbit clips on the top step and is now hurtling like a bullet, head over feet at torpedo speed directly down the stairs towards Diana’s head. Whereupon he was taken out by two Royal Protection officers who just flattened him.

There’s a very famous picture on Reuters of Roger going back to the air like this, two secret service heavies diving towards him, and a 21-year-old PR guy from Disney about going, “Oh, shit. I’m fired.” So, I thought, “You know, there’s no point going to work tomorrow.” So, I got a call from somebody called a CMO. I didn’t even know what that was at the time. I thought, “Oh, he’s going to tell me I’m fired. He goes, “That was great publicity.” I said, “Who knew? I could make a career out of this.”

And so, for the next 20 or 30 years, to be precise, I got to have some of the more mad, audacious, outrageous ideas for Disney, Pixar, LucasFilms, etc. and I was like a kid in a candy store. I always liked the ideas that I had no idea how to pull them off. When I sent my son’s Buzz Lightyear into space, I had to convince NASA to take Buzz Lightyear into space. He’s the world’s longest serving astronaut on the International Space Station.

I built a swimming pool, a full-size Olympic swimming pool down Main Street, USA for Michael Phelps to swim down. I really only ever liked the ideas that I had no idea how I was going to pull them off once they were approved.

Pete Mockaitis
Yeah, that sounds like a ton of fun. I’m just taking it all in. Wow! So, basically, you had nothing to do with the tripping, and had you thought of it, you would have prevented it, and you would not have had this beautiful serendipitous pathway of fun, creative goodness, unfold for you.

Duncan Wardle
So, basically for 20 years, I got to do the more mad, audacious, outrageous ideas, and about, oh, God, 2009, 2010, I got a call from the boss who said, “Listen, you’re the guy with all the mad ideas who seems to get them done inside a very large organization, you’re going to be in charge of innovation and creativity,” to which my response was, “Well, what the hell is that?” He said, “Well, I don’t know. We just want to embed a culture of innovation and creativity into everybody’s DNA.” I said, “Okay.”

So, I tried three or four models, I hired outside consultants, we did accelerator programs, we created innovation team. But what we failed in, actually, our overall goal, which was “How might we embed a culture of innovation and creativity into everybody’s DNA?” So, I set out to create a toolkit, one that has three principles: takes the BS out of innovation and makes it more accessible to normal hard-working people; makes creativity tangible for a 50% of us who are uncomfortable with ambiguity and grey; but far more important, make it fun, give people tools they’ll choose to use when the boss isn’t around. That’s when you know you’re changing a culture.

And we ended up having, I think it was like a three-year waitlist for what was a two-day voluntary training course. So, we must be doing something right.

Pete Mockaitis
That’s really cool. Well, I’m intrigued then, with all this study and practice and teaching and experiencing in the zones of creativity and imagination and innovation, is there a key surprising discovery you’ve made about us humans when we’re trying to do this stuff?

Duncan Wardle
Yes. Close your eyes. Where are you usually and what are you doing when you get your best ideas?

Pete Mockaitis
Oh, I’m often in bed or in the shower.

Duncan Wardle
Okay, there we go, so we’ll go with those. So, you can open your eyes. I’ve done this with up to 50, now 20,000 people in the audience, and used either here, in bed, in the shower, jogging, running, commuting, playing with the children, out walking, and nobody ever says at work. Not one person. Well, that’s a bummer, isn’t it, because we’re paid to have our big ideas at work.

So, close your eyes again. Picture that last verbal argument you were in with somebody. A bit of a shouting match. Your voices are raised. You’re angry. You turn to walk away from that argument. Now you’re five seconds away. You’re 10 seconds, you’re 20 seconds away from the argument. And what just spontaneously pops into your head the second you turned to walk away from that argument? What was it?

Pete Mockaitis
Oh, a smarter thing that I should’ve said.

Duncan Wardle
Yeah, the killer one-liner, the one perfect, beautiful comeback you wish you’d used during the argument but you didn’t, did you? No. Why? Because when we’re in an argument, our brain is moving at a thousand miles an hour. defending ourselves, and when we’re in the office, it’s the same for meetings, emails, presentations, and I hear myself say, “I don’t have time to think.” But the split second you gave yourself time to think, came up with a killer one-liner, came up with a big idea.

But we don’t give ourselves time to think. And how do you get there? By being playful. Why is that important? Because when you are in the argument or at work you, and you hear yourself say, “I don’t have time to think,” you’re in the brain state called beta, where you only have access to your conscious brain. Well, that’s only 13% of your brain; 87% of your brain is subconscious. Every meeting you’ve ever been, every creative problem you’ve ever solved, every innovation you’ve ever seen, it’s back here. It’s unrelated stimulus but you don’t have access to it.

How do I get access to it? By being playful. What do I do? Sixty-second exercises deliberately designed to make you laugh. Why? Because the moment I hear laughter, I know that, metaphorically, I placed you back in the shower where you are when you have your best ideas. When you ask, Pete, I often hear people say, you know, you ask, “What’s the barriers to being more innovative and creative where you work?” People say, “We don’t have the resources, you know.” “Oh, okay. All right. Well, who are the most creative people you’ve ever met?” “Children.” “How much money they got?” “None.”

There is a correlation there. The challenge is this. I believe that the most employable skillsets of the next decade are being killed through Western education. Why do I believe this? Because I was doing some work recently with Google on their DeepMind project, and I asked the engineer, that’s their artificial intelligence program, what she believes will be the most employable skillsets in the next decade. And she said the ones that would be the hardest for her to program, and we agreed on what they were. The ones that which we were born with.

We were all born creative. We were all born with amazing imagination. We’re all born with empathy and intuition, but then we go to school, and the first thing our teacher tells us to do is “Don’t forget to color in between the lines. Well, stop asking why because there’s only one right answer.” So, by the time we’re 18, we identify as not creative and we’re not curious anymore. And yet with AI coming into the marketplace, these will be some of the most employable skillsets for the next decade.

So, I am on a mission. I believe everybody is creative. I don’t believe it’s just some people. I define creativity as the ability to have an idea, and I define innovation as the ability to get it done. That’s the hard part. But here’s the thing, we train our lawyers, train the IT team, train marketing, train sales, but when it comes to innovation, we just tell people to get in a room and have a big idea with no training, no equipment. So, I thought, “Right. I’m going to create a toolkit.”

So, let me ask you a question, actually, before I describe the toolkit. When you’re in your office, or anybody else’s office, for that matter, and you see a business book, where, physically, where is that business book? Where is it in the office?

Pete Mockaitis
On a bookshelf.

Duncan Wardle
Yeah, bingo. Do you ever read it? “No, I’m too busy. My boss needs this by three o’clock. I’ve got a weekly report to do, so I don’t read the books.” I thought, “Okay, what nonfiction book have I ever read, where I could only read one page, don’t have to read the whole book, but I get exactly what I want?” A cookbook. You want Shepherd’s pie? Go to page 67. And so, I’ve designed the book exactly the same way.

So, there’s a contents page for the left-hand side of the brain, and there’s a contents page for the right-hand side of the brain, and it says, “Have you ever been to a brainstorm where nothing ever happened? Go to page 67.” “Fed up with your boss shooting your ideas down? Go to page 12.” “Don’t know how to find an insight for innovation? Go to page 47.” So, I’m trying to make it accessible for people, and then I want it to really make it tangible and fun.

Because the more expertise, the more experience we have, the more reasons we know why the new idea won’t work, so we constantly shoot it down. And I call it our river of thinking. And, basically, in the last four years, we don’t get to think the way we thought four years ago. We’ve got climate change, we got artificial intelligence coming into the marketplace, we’ve got Generation Z that doesn’t want to work for us, and we’ve got global pandemics, so we don’t get to think the same way we always have. So, I want to give people a set of tools that stop you thinking the way you always do and give you permission to think differently.

Pete Mockaitis
All right. Well, it’s a lot of goodness to dig into. We’ve got the creative side, getting ideas, and the innovation side, the hard part, making them happen. So, let’s talk about each of these in succession. On the creative side, you said you want to get us into a playful zone, and you’ve got some 60-second exercises that make us laugh. I would love to be able to laugh within 60 seconds regularly, just in general, as a life skill for joy and happiness. So, how do I pull that off?

Duncan Wardle
Well, let me see. Experts, okay. I’m going to give you an occupation. You’ve worked in this occupation for the last 25 years. Therefore, you are the world’s leading guru on this particular topic. I will play the role of a news reporter and I’ll interview you about how you get your job done. So, Pete, for the last 25 years, you are the world’s leading guru as a designer of parachutes for elephants. I will now interview you about your job.

So, Pete, I’m just curious, is there a difference in how you design the parachute for an Indian elephant versus an African elephant, given that their ears are totally different sizes?

Pete Mockaitis
Sure thing. Given the aerodynamic qualities of the ear, we make sure that the shape of the parachute can accommodate them effectively and slow things down just right, compensated for the fact that we’re getting some ear help along the way.

Duncan Wardle
And the airplane, do they go up to 30,000 feet? Or, do they go up to a thousand feet? Do they have to go to a higher altitude because of the weight of the elephants versus a human?

Pete Mockaitis
No, same height works just fine.

Duncan Wardle
Okay. And are the elephants, the Indian elephants more intimidated than the African elephants? Is one more bold and loves throwing themselves out of planes? Or is it sort of a joint fear factor?

Pete Mockaitis
They both hate it.

Duncan Wardle
And how did you get into this line of business in the first place, I’m curious?

Pete Mockaitis
You know, I met this charming podcast guest and he inspired a whole career journey.

Duncan Wardle
All right. Well, thank you very much. So, I walk into a room and ask people, “Hands up if you think you’re creative,” and less than 3% of the audience will put their hand up. And then I’ll give them this exercise, and you just hear a huge laughter, and they realize that they’re far more creative than they thought they were. And I think that’s important.

The other one that I do, because I think it’s really impactful, is this one. So, you and I are going to brainstorm an idea for a birthday party. We’ve got $100,000 in the budget. And so, would you like it to be a Star Wars party or a Harry Potter party? What would you like?

Pete Mockaitis
Well, it’s funny, I can’t help but going meta, so we only have two choices, huh?

Duncan Wardle
Well, we’ll pick a theme. What do you want?

Pete Mockaitis
I was thinking Superheroes, broadly speaking.

Duncan Wardle
Okay, superheroes. We’ll go superheroes. So, I’m going to come at you with some ideas for a superhero party. I want each and every response, every time you respond, I want the first two words out of your mouth, if you would, to be “No, because” and then you’ll tell me why we shouldn’t be doing that idea. So, I was thinking, right, we’ll get all the superheroes together. We’ll get the DC heroes, we’ll get the Marvel heroes, and we’ll even put Disney characters in there with capes and masks.

Pete Mockaitis
No, because we don’t have the intellectual property rights to do DC. This is Marvel country.

Duncan Wardle
Okay. All right. Okay, I’ll tell you what then, we’ll just do a cosplay party using all the…wait, no. Actually, superheroes, we could do a crossover party between Star Wars and Marvel, and all the tall people could come as like Darth Vader, and all the little people can come as Ewoks.

Pete Mockaitis
No, because that’s offensive to people who suffer from disabilities.

Duncan Wardle
No, a fair point. So, what if we do a Guardians of the Galaxy party because that’s got superheroes from all different, a very diverse background, and we just show the movies back-to-back-to-back, and we’ll have a playlist where we can actually all set ourselves back into, oh, LP 1970s. We’ll look good in the ‘70s.

Pete Mockaitis
No, I want people to really connect and engage with each other as opposed to seated and watching films.

Duncan Wardle
Oh, well, okay. So, we’ll stop there. So, let me ask you a question. When you’re throwing out ideas and somebody’s constantly “No, because-ing” you, how does that make you feel?

Pete Mockaitis
Oh, it’s really deflating. It’s just like, “Oh, no, no.” I was like, “I regret starting this conversation. Hmm.”

Duncan Wardle
And do you think our idea, where we were going there, do you think we were heading in a much bigger direction or were we getting smaller? Which direction were we heading?

Pete Mockaitis
Smaller.

Duncan Wardle
So, let’s try it again. Pick another theme.

Pete Mockaitis
Another party theme?

Duncan Wardle
Yeah.

Pete Mockaitis
Okay, sure thing. Let’s go with the ‘90s.

Duncan Wardle
The ‘90s, okay. Man, what do I remember about the ‘90s? Not much, but that’s okay. Who cares? So, I’m going to come at you with some ideas for a ‘90s party. Unlike our colleague, the other Pete, who started with the words “No, because,” I’d like you to start with the words “Yes, and” in each response, and we’ll just kind of build it together.

So, I was thinking we could, oh, yeah, a David Hasselhoff lookalike party. It’d be great.

Pete Mockaitis
Yes, and we’ll have cars that are like KITT.

Duncan Wardle
Ooh, yes, and we could have Transformers and the cars could actually turn themselves into Transformers, and everyone gets to take one home, and it could be sponsored by Ferrari.

Pete Mockaitis
Yes, and we’ll have ChatGPT in the cars so they could actually talk back and forth to us.

Duncan Wardle
Ooh, yes, and we’ll have ChatGPT in all different languages around the world. And then we’ll bring in holograms of ABBA from the ABBA Live Show in London. And then we could actually all be holograms, so we’re not actually in the party at all, but that we are.

Pete Mockaitis
Yes, and we’ll have 3D headsets to make it a more immersive experience for the people who are there remotely.

Duncan Wardle
Oh, yes, Apple Vision Pro, so people could actually join us from around the world. So, we’ll stop there. So, a lot more laughter, a lot more energy. This time around, if you were to describe that exercise in one word, what one word would you choose?

Pete Mockaitis
That’s fun.

Duncan Wardle
Fun. By the way, why shouldn’t work be fun? This time around, bigger or smaller?

Pete Mockaitis
Bigger.

Duncan Wardle
Okay. Far more importantly, when we work inside big companies, we’ve got bosses and colleagues and constituents to bring on board with our ideas. When we just finished building that idea together, whose idea was it by the time we finished?

Pete Mockaitis
Oh, it’s a team. It’s both of ours.

Duncan Wardle
It’s ours. So, just using “Yes, and” has amazing powers to turn a small idea into a big one really, really quickly, but far more importantly, allows us to transfer the power from my idea, which we know never goes anywhere inside a large organization, to our idea and accelerate its opportunity to get done. But the more experience, the more expertise we have, the more reasons we know why the new idea won’t work.

So, we start, “No, because we tried that last year,” “No, because that won’t hit our KPIs,” “No, because that’s not the way we do it here.” Just remind yourselves and the colleagues who tend to start with the words “No, because,” “Look, we’re not green lighting this project for execution today. We’re merely just greenhousing it together using yes and.” You can change your culture overnight with “Yes, and.”

Pete Mockaitis
Greenhousing, that’s fun. And even just imagining a greenhouse puts you in a good mood, with the water mists and the sunshine and the plants and the flowers.

Duncan Wardle
Actually, whilst I’ve got you, I’m going to grab a pen and a piece of paper. Have you got one? I know I should have probably mentioned that in advance. I want to talk about the power of diversity in innovation, because everybody talks diversity and then nobody does anything about it. So, I want to prove to people how diversity drives innovation.

We’ve been designing a new retail dining and entertainment complex for the Hong Kong Disney Resort, in the room that day were, the Disney Imagineering team, a team you would expect to be there, but on that particular day, I was faced with 12 white male American engineers, all over 50. That’s called groupthink.

So, I invited in a naive expert. Well, what’s a naive expert? A naive expert is there because they don’t work in the industry in which you work. Well, how can they help you solve the challenge? Well, they can’t but that’s not why they’re there. They’re there because they will say or do something to stop you thinking the way you always do and give you permission to think differently.

So, I brought in a young chef from China, a female. Why? She wasn’t male, she was female. She wasn’t American, she was Chinese. She wasn’t over 50, she was under 20. And far more importantly, she wasn’t an architect or an engineer, she was a chef, and I knew she would say or do something to get us out of our river of thinking and thinking differently.

So, I gave them the same challenge that I should give you now, pen and paper. I’m going to name an object. You have seven seconds to draw it, and then I want you to hold it up. Are you ready?

Pete Mockaitis
Okay.

Duncan Wardle
Okay. Please, would you draw a house? Seven, six, five, four, three, two, one. Share your genius, if you would, please. Let’s take a look. Let’s take a look. And, ooh, can’t see, it’s fading in and out there a bit. Okay, so hands up if you drew one door.

Pete Mockaitis
Yeah, one door, yep.

Duncan Wardle
How many windows?

Pete Mockaitis
I have one window, but I ran out of time. I would have had two.

Duncan Wardle
Did you draw bars over the windows?

Pete Mockaitis
Yes.

Duncan Wardle
Okay. And what shape is the roof?

Pete Mockaitis
A triangle.

Duncan Wardle
Shocker. So, all of the Disney Imagineers drew exactly what you did because they were constrained by their river of thinking. But the young female Chinese chef, she drew, hang on let’s just see if I can’t sketch this in 10 seconds, she drew a dim sum house with some dim sum on the top of it, a chimney. And so, it never occurred to her to draw the house the same way we would because she wasn’t stuck in our river of thinking.

And on the way out the door, a Disney Imagineer slapped a Post-it note over her dim sum house, and said, “Distinctly Disney. Authentically Chinese.” Seven years later, the strategic brand position that guided the entire design of the Shanghai Disney Resort, “Distinctly Disney. Authentically Chinese.” The point is this, diversity is innovation.

If somebody doesn’t look like you, they don’t think like you. And if they don’t think like you, they can help you think differently. And so, the next time you have a leadership meeting, the one person that you could do within that meeting room is not a leader, “Oh, we can’t do that.” Well, why not? Have some young 25-year-old superstar in the meeting. They’re not there to solve the challenge for you. That’s not why they’re there. They are there to challenge the way you think and to help you think differently.

Pete Mockaitis
Oh, Duncan, I’m loving this so much. And this reminds me when I was consulting at Bain, we had a giant department store client and I was new to the case, I was naïve. And the partner was talking about size packs, which is something I was not familiar with, but, apparently, there are garments that are sent to department stores, at least at that time, that you don’t get. You don’t say to the supplier, “I want three smalls, five mediums, ten larges.” No, you buy different size packs which have a certain preset number in there.

And I said, “Why do we have size packs? Like, aren’t we a big deal retailer who could ask for and receive from our suppliers the exact sizes that we wanted, and they would need to play ball, and would nicely meet the inventory needs and demands of how many different people of different sizes are in different stores?”

And it was funny because the partner looked at me, he’s like, “Are you kidding?” He genuinely was not sure. He wasn’t trying to be offensive or dismissive, but he was not sure if I was joking about the size pack question, because size packs are just part and parcel with what he’s been dealing with and thinking about, an industry norm forever. And so, so for me to say this is just, like, shocking.

And I don’t know, it may or may not be a wise idea with logistical efficiencies to have size packs in department stores. But I think that just by shaking it up, we are at least able to consider some new ideas and the implications of, “What if we didn’t have size packs? Maybe smaller players could work with us and we could have more fresh interesting offers in our stores. Hmm.”

Duncan Wardle
“What if” is a great tool. It was designed by Walt Disney for Fantasia. He was very frustrated that he couldn’t pump mist into the theatre or heat into the theatre during the movie. So, the theatre owners, so step one, you list the rules of your challenge. Do not think about them. If you start thinking about them, you’ll think of all the reasons you can’t break them.

So, Walt simply listed down the rules of going to a movie theatre, “I must sit down. It is dark. I must go at a set time. I can’t take in my food and beverage. I must pay to get in. I can’t control the environment.” Just list the rules. Don’t think about them. Then pick one and ask the most audacious, provocative, outrageous “What if.”

So, Walt chose the environment, he said, “Well, what if I could control the environment?” Well, he couldn’t, he didn’t own the movie theatres. Besides, that wasn’t provocative enough. So, he said, “Well, okay, if I can’t control the environment, what if I may take my movies out of the theatre?” If you know how to do it, you’re iterating. If it scares you, you’re innovating.

So, somebody said, “Well, how are you going to do that, Walt? They’ll be two-dimensional, they’ll fall over. People won’t be able to see them.” “Well, what if I made them three-dimensional?” “Well, how are you going to do that, Walt?” “Well, what if I just put people in costumes like in princesses and cowboys and pirates?” “Yeah, but, Walt, you can’t have Cinderella standing next to Jack Sparrow. People wouldn’t be immersed in her story.”

“Hey, what if I put each of them in a different themed land?” Boom, it’s called Disneyland, and that’s how he came up with the idea.

Pete Mockaitis
Beautiful.

Duncan Wardle
So, let me ask you a question. Did you used to go to Blockbuster Video?

Pete Mockaitis
I did.

Duncan Wardle
Did you used to pay late fees?

Pete Mockaitis
Not much, because I was broke, and I really tried to be on time.

Duncan Wardle
Well, you were one of these people who took them back on time? Wow, okay. Well, clearly, you didn’t. Okay.

Pete Mockaitis
Yeah, but, occasionally, I did.

Duncan Wardle
Okay. So, Reed Hastings, founder of Netflix, very fed up of paying late fees, walked into a Blockbuster Video, sat down, observed the process for a day, and wrote down the rules. “I must drive to a physical store. I must go during opening hours. They have a very limited stock. I can only take out three at a time. I must return it. I must rewind it. And if I take it back later, I must pay a late fee.” Listed the rules.

So, he took one in 2005, he took store, he said, “Well, what if there was no physical store?” What a stupid idea in 2005, or was it? YouTube was already seven months old. YouTube was only streaming professional content. So, he said, “Well, hang on a minute. What if I just did a deal with a major movie studio? I’ll stream professional content. Huh. Nobody would have to drive to a physical store. I’ll be open 24 hours a day, 7 days a week. Everybody gets the one they want. I’ll have unlimited stock. Nobody would have to return it or rewind it. I’ll cut the rental off at 24 hours. Nobody pays a late fee. I’ll call it Netflix. I’ll take my ideas to Blockbuster five times. They’ll turn me down five times. I’ll take them out of business in less than five years.”

Now, a lot of your listeners are going to be sitting there saying, “Oh, but we don’t have the resources.” Uh-uh, that’s not fair. This tool works for everybody. There was a very small company in Great Britain in the late ‘60s. They used to make glasses that we drink out of, and they found too much breakage and not enough production as the glasses were being packaged and shipped.

So, they went down to the shop floor and they watched the production, and they broke down the rules. “Twenty-six employees convey about 12 glasses to a box, six on the top, six on the bottom. Glasses separated by corrugated cardboard. Glasses wrapped individually in newspaper. Employees were reading the newspaper.”

So, somebody took that one and said, “What if we poke their eyes out?” Well, that’s against the law and it’s not very nice. But because they had the courage to ask the most provocative what-if question of all, the lady sitting next to him immediately said, “Well, wait a minute, what if we just hire blind people?” So, they did. Production up 26%, breakage down 42%, and the British government gave him a 50% salary subsidy for hiring people with disabilities.

So, list the rules of your challenge. Don’t think about them, just list them. Pick one and ask the most audacious what-if question. You’ll be amazed how it gets you out of your river of thinking.

Pete Mockaitis
That’s cool. All right, Duncan, so we’ve hit a few guidelines for the creative, getting ideas part of things. Now let’s talk about innovation, implementing them. It’s funny, sometimes I think I have so much curiosity and love playing in the world of ideas and brainstorming and imagining and what-if and how might this work, that it’s actually a little bit tricky for me, personally, at times to hunker down. It’s like, “Okay, let’s do the things to get this going.”

Duncan Wardle
Yeah, very true. Analysis paralysis. Welcome to corporate America. So, let’s say, hang on, I’m just drawing something out here. Strategic brand fit, consumer truth, bucket load of money. Can we get it in the marketplace in the next 18 to 24 months? And is it socially engaging? I just made that up. So, this is called Stargazer. It looks like a starfish, right? And so, as you’re evaluating, let’s say, to your point, we’ve got 47 ideas up on the wall. Well, how do you know which is the right one for the consumer, for the business, etc.?

Well, so I’ve just created this and people can create their own criteria but, let’s say for today, criteria number one, “Is this embedded in our strategic brand fit? Is this aligned with what we stand for as a company? Is this embedded in consumer truth? Is the product or service relevant to the target market we want to go after? Can we actually get this into the marketplace in the next 18 to 24 months? Is it socially engaging? Will it get everybody sharing it on social media? And will it make us a bucket load of money? Obviously, you’ll have a fiscal goal.

And what you do is – I don’t have colors with me today – but you just go around each of the little criteria has three little marks on it. Does it do a poor job of meeting this criteria, a good job of meeting the criteria, or does it knock it out of the park? And all you do is you go around, let’s say it’s now idea number 13, and I’m just going to score it here on the notepad, and then I’m going to join, literally just like we were when we were kids, I’m going to join the dots.

There’s idea number 13, so it’s not really aligned with our brand, not really embedded in consumer truth but, yeah, we can get it in the market in the next 18 to 24 months, yes, it’s very socially engaging and we think it’ll make us a bucket load of money. And so, then you go around with idea number 47, I’m making it up, and you do exactly the same exercise. And very quickly, one idea rises to the top as to meeting your criteria the best, not the idea you like the most. And that’s the problem.

Ideas are very subjective, and this tool allows you, very quickly, to make an objective decision. When we were doing an event for Disneyland Paris, the CMO at the time decided it would be a really good idea to do a cowboy festival for the 25th Anniversary of Disneyland Paris. Well, if you look at consumer truth, our average consumer was a mum with toddlers who was aged 32.

And when he got to that criteria, he realized that mums didn’t know how to spell the word cowboy, let alone knew what they looked like, so he himself had to kill his own idea. So, again, make the tools simple, make them powerful, make them fun, and people will use them.

Pete Mockaitis
Now, there, it seems like a lot of that you can do just right there, moments after you have your ideas, and other pieces, you might really need to do some extra research and to figure out, “Well, will consumers love it and share it? Well, I don’t know. I guess we’ve got to go talk to them.”

Duncan Wardle
Well, bingo, see, focus groups. We’ve stopped doing focus groups. It’s in a meeting room with no windows and no doors, and the consumer knows you’re on the other side of the window, and so it’s not a very relaxed environment for getting true insights for innovation. And our market segmentation teams tell us, “Well, we need to get in 14 different individuals.” No! Individuals don’t tell the truth.

If you ask a bloke, “Hey, what do you do when you go to Disney?” “Oh, I’m a manly man. I ride the thrill rides.” But if he’s sitting next to his husband or his wife and they go, “No, no, dear, actually, you did Small World 17 times about last year. You really loved it,” you get insights out of couples that you don’t get out of individuals. And the real insight comes from looking where your competition isn’t looking. It’s in their living rooms.

When was the last time anybody listening to this podcast actually spent a day in the living room of one of your consumers? So, we were tasked by Disneyland Paris to get more people to come more often, spend more money. The classic. Data told us who could afford the brand, who had an affinity to the brand, who’d been shopping online, who’s a 10 out of 10 every year around coming this year. Well, they hadn’t come, so my intuition told me these people were liars or procrastinators. Let’s go find out.

So, we went to go. And our going, in hypotheses, was the classic “If we build it, they will come.” Why? Well, because that’s the way we’ve always done it. We just build a new attraction, people will come. Our data tells us that. So, we went off to live with a consumer for a day, each of us. Now, I’m curious, do you have children, by any chance?

Pete Mockaitis
I do, yes. Three.

Duncan Wardle
Okay. Could you close your eyes for me, if you would? And I want you to picture a favorite photograph of your children, the one that you can already see in your mind’s eye, because you can see it. It’s a physical one. It’s somewhere in your house or your apartment. Tell me which room is that one in that you can see right now?

Pete Mockaitis
Where is the photo? It’s taken in the backyard.

Duncan Wardle
So, the picture was taken in your backyard. And can you describe the photograph to us?

Pete Mockaitis
Oh, sure, yeah. We’re wearing white shirts, and we’re in the backyard and looking happy.

Duncan Wardle
And who’s the we part?

Pete Mockaitis
Oh, the whole family.

Duncan Wardle
Oh, and can we name them or is that…?

Pete Mockaitis
Oh, sure. Myself, Katie, Johnny, Mary, Joey.

Duncan Wardle
Okay. And which ones are the children?

Pete Mockaitis
Johnny, Mary, and Joey.

Duncan Wardle
And how old were they the day that photograph was taken?

Pete Mockaitis
About five, four, and a half, years old.

Duncan Wardle
Okay. And how old are they today?

Pete Mockaitis
They are now approaching seven, six and two.

Duncan Wardle
So, that photograph is, give or take, three years old. Give or take.

Pete Mockaitis
In the ballpark, yeah.

Duncan Wardle
Okay. All right. So, you can open your eyes. And here’s what we found in each of the houses we went into, I saw this photograph above the mantelpiece, and I asked the mum, I said, “Oh, how old are your children, love? Four or five?” She goes, “No, love, 14 or 15.” I said, “Oh, okay. Well, write it down. It’s one individual observation. It doesn’t mean anything.”

When we got back together, we all had the same insight. When we asked the mum how old the children were in reality versus the photograph in her living room, they were anywhere from three years older to 25 years older. Well, does that mean we don’t print photographs of our children anymore? Yeah, of course, we do. Graduations, promotions, etc. And so, why did you pick one that was three years old?

Actually, let me just try another one because your children are quite young. So, close your eyes again. Picture your parents’ house and that really dorky photograph of you from 15 or 20, 25 years ago, where you looked like a complete dickhead. Tell me which room is that photograph in?

Pete Mockaitis
Oh, that’s in a downstairs bedroom.

Duncan Wardle
Bingo. So, it’s still there, isn’t it?

Pete Mockaitis
Mm-hmm.

Duncan Wardle
You wish they burned it 25 years ago, but it’s still there. Right, so you can open your eyes. So, I was like, “Why is the photograph still…why do all the mums have photographs of their children from 20 to 25 years ago? Why don’t they have more recent ones? Why did she pick that one?” And so, we dug a bit deeper, asking why, why, why, why, why, because the insight for innovation comes on the fourth or fifth why, not the first way. And, by the way, our data only goes to the first why today.

And each of the mums told me about three moments in time, I label them bittersweet transitions, that take place between a parent and a child through which you must cross. And, Pete, I’m sorry, I’m going to have to break your heart now because you haven’t gone through any of these but you will. I remember where I was when my son was 10 years of age, he came around the corner, Christmas Eve, and his eyes were half full of tears, he says, “Papa,” I said, “Why?” He goes, “Are you Santa Claus?” Boom. Imagination, gone. Spider-man, history.

But what hurt was so much was behind what he had said, was, “I’m not your little boy anymore, Daddy. I’m grown up.” Now, do you have a daughter, Pete?

Pete Mockaitis
Yeah.

Duncan Wardle
Okay. How old is she?

Pete Mockaitis
Six.

Duncan Wardle
Six. So, you probably got about another six or seven years left, and one day you’re going to be walking down a high street, and I was outside Panera, Adriana was on my left-hand side, I was in Kissimmee, Florida. It was a Tuesday morning. It was my left hand she dropped in public for the first time because she didn’t want to hold Daddy’s hand in public. Every time you put your hand back now, you know she’s going to grab it, but, well, in one day, she won’t, and it’ll hurt.

And then, the last one was the day where we sent her off to college for the first time, and we put her in her dorm, made the beds, made friends with the roommates. Then it was time to turn around and say goodbye for the very first time. And we hugged and laughed and cheered and told her how much we loved her, and then we walked out to the car park and cried our eyes out like everybody else. And our mums described each of the same three moments in time.

So, what we realized, despite what our data hoped has told us, which was, “If we build it, they will come,” there isn’t a mum alive today who wakes up in the morning, wondering about whether or not Disney is going to build a new attraction this year. But there are, every mum, wakes up every morning, as your wife does today, worried about how quickly her children are growing up and how she wants to make special memories for them “While they still believe, while they still hold my hand, while they’re still here.”

That’s a segmented communication campaign, another capital investment strategy, one that drove the doors down to Disneyland Paris and turned a very product-centric culture into a genuinely consumer-centric culture. It’s now mandatory for every Disney executive to spend at least one day a year cleaning the streets of Disneyland, Walt Disney World, or Disneyland Paris, or serving popcorn, and one day every two years in one of the living rooms of one of our consumers. It’s about looking for insights for innovation where your competition isn’t looking.

Pete Mockaitis
Okay. Lovely. And so, then the focus groups aren’t doing the trick. You really got to get kind of intimate and up close and personal in the natural environment, and seeing what’s going on.

Duncan Wardle
Look, I don’t discard focus groups, but I just think there are more insights to be found in people’s living rooms than there are in a room with no windows and no doors, because it’s not just what they tell you. It’s what you see and notice in those living rooms that will confirm or deny your data, or you may just find an insight for innovation your competition couldn’t find because they weren’t looking there.

Pete Mockaitis
Lovely. Well, Duncan, tell me anything else you really want to make sure to mention before we hear about some of your favorite things.

Duncan Wardle
I genuinely believe everybody is creative. I just think education is killing you, and I’m on a mission to prove it. It’s as simple as that, and make it fun, why not?

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

Duncan Wardle
“If you’re going through hell, keep going,” Winston Churchill.

Pete Mockaitis
Okay. And favorite book?

Duncan Wardle
Virgin by Design by Richard Branson, or Creativity, Inc. by Ed Catmull, or The Imagination Emporium, that’s coming out on December 10.

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

Duncan Wardle
“If you do what you love, you’ll be good at it.” It’s amazing how many people fail to recognize it. When I was at school, I did eight subjects. I failed at seven. I got an A in one. Why? Because I loved it. If you apply that principle to life, if you do what you love, you’ll be successful. It doesn’t matter what it is. I don’t care what your job is. And so many people, I see them so miserable in their jobs and they’re not successful at them. But, particularly young people, my advice is do what you love. You’ll be really good at it.

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

Duncan Wardle
DuncanWardle.com would be the easiest place, I think.

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

Duncan Wardle
Think about some of the tools we talked about today, what-if. List the rules. Pick one and ask the most audacious what-if? Or, naive expert, having a naive expert in the room. Think about some of the things we’ve talked about or how why playfulness is so important. And write down three “I wills.” Three things you say you’re going to do in the next 30 days as a result of what you may have heard today, and just put it away in a drawer and take it out 30 days from now. And, hopefully, you’ll have done all three. And if you haven’t, hopefully, it’ll remind you of some of the things you’ve heard and you can go use them now.

Pete Mockaitis
All right. Duncan, thank you. This is fun. I wish you many delightful imaginations.

Duncan Wardle
Cool. Thank you very much, indeed. Lovely to meet you.

1010: Getting the Most Out of Generative AI at Work with Jeremy Utley

By | Podcasts | One Comment

Jeremy Utley reveals why many aren’t getting the results they want from AI—and how to fix that.

You’ll Learn

  1. The #1 mistake people are making with AI
  2. ChatGPT’s top advantage over other AI platforms (as of late 2024) 
  3. The simple adjustments that make AI vastly more useful 

About Jeremy 

Jeremy Utley is the director of executive education at Stanford’s d.school and an adjunct professor at Stanford’s School of Engineering. He is the host of the d.school’s widely popular program “Stanford’s Masters of Creativity.” 

Resources Mentioned

Thank you, Sponsors!

Jeremy Utley Interview Transcript

Pete Mockaitis
Jeremy, welcome.

Jeremy Utley
Thanks for having me.

Pete Mockaitis
I’m so excited to chat, and I’d love it if you could kick us off by sharing one of maybe the most fascinating and surprising discoveries you’ve made about some of this AI stuff with all your poking and prodding and playing.

Jeremy Utley
I’ll poke the bear right from the get-go. My observation is most people are what I call prompt hoarders, which is that they’ve got a bunch of Twitter threads saved, and they’ve got a bunch of PDFs downloaded in a folder, marked, “Read someday,” but they aren’t actually using AI. They’re just hoarding prompts.

And I think of it as empty calories. It’s a sugar high. And what a lot of people are doing is they are accumulating, for themselves, prompts that they should try someday, but they’re never trying them, which is akin to somebody eating a bunch of calories and then never exercising.

And my recommendation, like, here, I’ll give one simple thing that somebody would probably want to write down. Hey, when you’re jumping into advanced voice mode, isn’t it annoying how ChatGPT interrupts you? Well, did you know that you can tell ChatGPT, “Hey, just say, ‘Mm-hmm’ anytime I stop talking, but don’t say anything else unless I ask you to”?

Everybody who’s played with advanced voice mode one time is like, “Oh, my gosh, I got to do that. That’s, oh, it is annoying.” And I guarantee you 95% plus, people who even think that, will never actually do it because they think it’s more important to listen to the next 35 minutes of this conversation than actually hit pause and go do that. And my recommendation would be, stop this podcast right now, go into ChatGPT and actually do that. That would be like going to the gym.

Pete Mockaitis
I’m thinking I’m doing that right now. Is that okay? Is that rude?

Jeremy Utley
Yes, of course. No, it’s great.

Pete Mockaitis
I think I’m following your suggestions. So, in ChatGPT, iPhone app, I’ve got Pete Mockaitis, I just issue the command, like, “Remember this”?

Jeremy Utley
I would open a new voice chat. So, from the home screen, on the bottom right, there’s kind of like a little four-line kind of a button. If you hit that, that’s going to open a new conversation in Advanced Voice mode. And the first thing I would say is, “Hey, I want to talk to you for a second, but I don’t really need you to say anything. So, unless I ask you otherwise, would you please just say, ‘Mmm-hmm,’ one word only and let me keep talking.”

Pete Mockaitis
Okay. Hey, ChatGPT, here’s the thing. When I’m talking to you, what I need you to do, if I ever stop talking for a moment…there, he just did it.

Jeremy Utley
Isn’t that hysterical? Yeah, that’s hysterical.

Pete Mockaitis
Oh, Amber, when I’m talking, I need you to remember to only interrupt with just the briefest mm-hmm, or yes, or okay until I ask for you to begin speaking. Do you understand? And can you please remember this?

Amber
Be as brief as possible with confirmations and wait until prompted to speak further.

Pete Mockaitis
Thank you. It’s done.

Jeremy Utley
Now what you need to do is you actually need to continue the conversation. And you need to see, “Does ChatGPT respond with mm-hmm?”

Pete Mockaitis
You know, I like that. And I love those little tidbits in terms of, “Hey, remember this and do this forever.” Sometimes I like to say, well, I have. I have said, “Give me a number from zero to 100 at the end of every one of your responses, indicating how certain you are that what you’re saying is, in fact, true and accurate and right.”

Now, its estimates are not always perfectly correct, but I know, it’s like, “Okay, if he said 90, I’m going to maybe be more inclined to do some follow-up looks as opposed to if I get the 100.”

Jeremy Utley
Yeah, I think that’s great. I think there’s all sorts of little things. The problem is, right now, people are accumulating, or they actually aren’t even accumulating, but they think they’re accumulating for themselves all these tips and tricks, but they aren’t using any of them. And so, to me, what I recommend folks do, I actually just wrote a newsletter about this just yesterday, it went out this morning.

What I recommend folks do is take 15 minutes per day and try one new thing. It requires two parts. Part one, a daily meeting on your calendar that says “AI, try this.” And that’s it. It’s just 15 minutes, “AI, try this.” And thing number two, you need an AI-try-this scratch pad, which is just a running list of things that you heard.

So, like everybody’s scratch pad right now, if they’re listening to this conversation, should include, one, tell ChatGPT to only say mm-hmm unless you want a further response. That’s not forever, but at least in a one interaction, right? And, two, they should tell ChatGPT to always end its responses with a number, an integer between zero and 100, to indicate its conviction of its response.

Everybody literally what? We’re 10 minutes into this conversation, not even, everyone should have two items on their scratch pad. The problem is most people are going to get to this, to the end of this interview and they aren’t going to have a scratch pad and they aren’t going to have any time blocked on their calendar to do it.

And the next time they use ChatGPT, it’s going to be mildly disappointing because they’re coming off a sugar high and they think the treadmill’s broken, basically. So, I mean, obviously, there’s a ton there that we can unpack, but I think for most people, what most people fail to understand is the key to use is use.

And just like a treadmill doesn’t help you combat heart disease unless you actually get on it, AI is not going to unleash your creativity or your productivity unless you use it and learn how to use it. And that, to me, that’s pretty much my obsession these days, is helping people be good collaborators to generative LLMs.

Pete Mockaitis
That’s lovely. And I suppose we could dork out about so many tips and tactics and fun things that you can do. But I’d love it if you could just orient us, first and foremost, in terms of, if there’s research or a powerful story that really makes the case that, “Hey, these things are really actually super useful for people becoming awesome at their jobs for reals as opposed to just a hype train or fad.”

Jeremy Utley
I’ll tell you about my good friend, let’s call him Michael. It’s not his name. Names have been changed to protect the innocent. But Michael was a lobbyist in Washington, D.C. and he and his family wanted to move back home to Tennessee.

And he was looking for a job, and he got a job offer from a firm. And he reached out to me and said, “Hey, I’m kind of bummed because I feel like this firm is low-balling me. But my wife really just wants me to take it because she wants to be back near family in Tennessee, and I’m really struggling with knowing ‘Should I push back?’ because I know that I deserve more, but I don’t want to screw up this opportunity to get close to family.”

And I said, “Well, have you role-played it with ChatGPT?” And he said, “What do you mean roleplay with ChatGPT?”

Pete Mockaitis
Of course, the question everyone asks.

Jeremy Utley
Right. And I said, “Well, you can roleplay the negotiation and just kind of get a sense for what the boundary conditions are.” And he’s like, “Okay, wait. What do you mean?” And I said, “Well, open ChatGPT and tell it you want to roleplay a conversation. But, first, you want ChatGPT to interview you about your conversation partner so that it can believably play the role of that conversation partner.”

“You want it to start as a psychological profiler and create a psychological profile of your counterpart. And then once it creates it, you want ChatGPT to play the role of that profile in a voice-only conversation until you say that you want to get feedback from its perspective and a negotiation expert’s perspective.” And he’s like, “Give me 15 minutes.”

So, he leaves, texts me in 15 minutes, “Dude, this is blowing my mind. What do I do next?” I said, “Well, Michael, the next thing I would do is tell your conversation partner that you want it to offer less concessions, and you want it to not be nearly as amenable to recommendations because it’s had a bad day or it’s slept poorly or something, okay? I want you to get a sense for what does it feel like if the conversation goes badly, right?”

He goes, “Okay, I’ll be right back.” Comes back, “Dude, this is blowing my mind.” And he did a series of these interviews, and I touched base with him. And a couple of days later, I said, “Michael, what’s up?” And he said, “Well, three things. One, I didn’t know what my leverage in the conversation was until I roleplayed it a handful of times. Two, I didn’t have clarity on what my arguments were until I roleplayed it a few times, what the sequence of my argument should be. And, three, and most importantly, I’m no longer nervous about going into this negotiation.”

And then a week later, he dropped me a note saying, “By the way, we’re moving back to Tennessee, and I got a much better salary than they had originally offered me.”

It turns out one of generative AI’s unique capabilities is imitation and taking on different roles. As an example, you can go into any conversation you’ve ever had with ChatGPT and just say, “Hey, would you mind to recast your most recent response as if you’re Mr. T?” And, instantaneously, “Yo, fool, I can’t believe you didn’t believe the last thing I said,” just immediately starts doing it. It doesn’t take much.

And the power, actually, emotionally and psychologically, of having roleplayed with a very believable conversation partner has a profound psychological and confidence boost effect to the person who’s engaging the roleplay.

Pete Mockaitis
That’s perfect in terms of, yes, that is a top skill that the AI has, and about the most lucrative per minute use case I can think of a typical professional doing. And you’re right, that confidence, I have actually paid a real negotiation coach, and he suggested we do a roleplay. And I had the exact same experience, like, “Oh, you know what, I guess I don’t feel so silly asking for what I wanted to ask for now. It seems fairly reasonable for me to do so. And I’m going to go ahead and do so.” And it worked out rather nicely. And so, to know that you can do a decent job for near free with AI instead of hiring a phenomenal negotiation coach is pretty extraordinary.

Jeremy Utley
It’s remarkable. And so, we actually, my research partner, Kian Gohar and I wrote a weekend essay in The Wall Street Journal about this topic. But think about a salary negotiation as a flavor of a broader thing, which is difficult conversations. Maybe it’s a performance review. Maybe it’s a termination conversation. Maybe it’s talking to a loved one about the fact that you’re not going to come home for the holidays.

There’s all sorts of scenarios where roleplaying the interaction increases your confidence, strengthens your conviction, helps you, perhaps, exchange perspectives. Perspective taking is a really important thing, to understand, “How did this land to the perspective of my conversation partner?” That’s actually something that’s really hard for humans to do but an AI can read it back to you in a way that’s really reflective of your conversation partner, and, in a way, that you can understand.

So, we wrote a whole article about this but that’s just one class of activities. But the point is it really helps when you actually do it. Again, the tendency is for somebody right now to go, “Oh, cool, roleplay.” But if they don’t pull out their scratch pad, and say, “Ask ChatGPT to be a conversation partner in this upcoming salary negotiation, or my quarterly performance review, or my conversation with my loved one about our care for our kids,” or whatever it is, you just won’t do it.

I’ve even built, and you can link it in the show notes if you want, I built a profiler GPT, which is basically, it’s a version of ChatGPT which remembers who it is, unlike Drew Barrymore in “50 First Dates” where you have to remind ChatGPT who it is every time. A GPT is just like a Drew Barrymore who has memory, right, and like a real human being.

And what this GPT is instructed to do is interview a user about their conversation partner as a psychological profiler would, and then create an instruction set to give the user to copy-paste into a new ChatGPT window of instructions to GPT to perform the role of the psychological profile that it created. So, that’s totally free, but somebody can just open that up and you can say, “My significant other, Sherry,” and all of a sudden, this GPT will just interview you, ask you a bunch of questions, you answer them, and then it spits out an instruction set to a new GPT to play the role of Sherry in the scene that you have told it about.

Pete Mockaitis
I love that. And it also illustrates one of your core principles to effectively using AI is to flip the script a little bit and say, “No, no, you ask me questions.” Can you tell us a bit more about that?

Jeremy Utley
I mean, why is our default orientation that I’m the one with the questions and an LLM is the one with the answers? That’s how everybody approaches it, right? Because that’s how Google works, right? We never think, “Google, ask me a question.” It’s like, “Uh, what are you talking about?” A language model is not a technology, it’s an intelligence. That’s how I would invite people to think about it.

And you can get to know another intelligence, in a weird way, that sounds kind of crazy, but one of the things you can do is another intelligence can help you get to know yourself better. And the simple way to think about it is, here’s another thing for your AI-try-this scratch pad, folks. Get ready to write this down.

Think of a difficult decision you’re trying to make in your life, “Okay, should I take this job? Should we make this decision? Should we move? Should we put our kid in this other school?” whatever it might be, think of that decision, and then go to ChatGPT and say, “Hey, I’d like to talk about this. But before you give me any advice, would you please ask me three questions, one at a time, so that you better understand my perspective and my experience?”

Well, that is right there. If you say you were trying to figure out whether you’re going to send your kid to a new school, I have four children so it’s a very realistic kind of decision for me. I can Google and learn all about the school. But should I send my child to the school? I’m just going to get their marketing material and it’s not going to be contextualized to me at all. But if I go to ChatGPT, and say, “Hey, I’m thinking about sending my child to this school, I’d love to get your advice. But before you tell me anything, would you please ask me three questions?”

All of a sudden, well, it’ll… “Tell us about your child’s favorite subjects.” I’ll tell it. “Tell us about any weaknesses or difficulties that your child has had in school thus far.” I’ll tell it. “Tell us about your child’s favorite teachers.” I don’t know, but an LLM will ask questions like that. And then it will say, “Based on your answers, here’s how I would approach this conversation.”

That’s what I mean by turning the tables on an AI, is put it in the position of an expert that’s getting information from you rather than the default orientation, which is you’re the expert and you’re getting information from the AI.

Pete Mockaitis
Okay. Now, we’ve been saying the words ChatGPT a lot. I’m curious, in the world of LLMs, we got your ChatGPT, we got your Claude, we got your Perplexity, we got your Gemini, we got your Grok.

Jeremy Utley
Don’t forget Llama.

Pete Mockaitis
Do you think of them as having different strengths and weaknesses? Or are they kind of all interchangeable for whatever you want to use them for?

Jeremy Utley
I don’t think they’re interchangeable, but I don’t think it’s necessarily because of the underlying model. I think a lot of it is a UX thing. I think that the best AI is an AI that’s available to you that you will use. Again, the key to use is use. So, which is the best AI? Well, it’s the AI that you’re going to use. So, where are you? Most of the time you’re on your mobile. So, I would say it’s probably the AI that’s got the best mobile experience.

And what’s your default orientation? My belief is that the far better orientation towards AI is voice, not fingers. If you think about how you typically interact with a machine, you’re typically typing stuff into a machine. And I like to affectionately refer to my fingers, like as I wiggle them in front of the screen, as my bottlenecks. These are my communication rate limiters right now.

Notice you and I aren’t typing to each other. Like, that sounds absurd, right? And yet that’s how we talk to most machines. I’m typing into the terminal. Well, now, I mean, OpenAI, besides developing the world’s fastest growing consumer application, they created the world’s best voice-to-text technology. And furthermore, now they’ve got AIs that actually just process voice, don’t even go to transcription.

But the point is AIs are now capable of understanding natural language. We talk about this phrase, natural language processing. You probably hear that phrase, natural language processing. And that means something technically. I think to humans, the important thing about natural language processing isn’t what happens technically, but it’s actually you as a human being can now use your natural language, which is your spoken word with your mouth instead of your fingers.

And I would say to anyone who’s listening to this, if your default orientation to any AI, ChatGPT or otherwise, is fingers, you are limiting yourself. You’re trying to run with crutches. It’s, like, you’re in a sack race, okay? Use your voice, lose your thumbs, and watch the level of your interaction skyrocket.

Pete Mockaitis
Okay. Well, as we speak in late October of 2024, as far as I know, having played around with the apps, it seems like, indeed, OpenAI’s ChatGPT has got the voice natural interaction thing down the best, as far as I am aware of. Is that your experience?

Jeremy Utley
In my experience, it is. The only other comparison I would say is Meta’s Llama has voice as well, which you can access via WhatsApp or anything like that. The caveat, I would say, is, you know, I was doing a demo. I had a reporter at my place yesterday, kind of I was doing a demo of how I how I use AI in my personal workflow as a writer. And one of the things that I was showing was I’ll use OpenAI ChatGPT voice mode, but then I’ll often grab all the text with my cursor or with my mouse, and I’ll drop it into Claude, and I basically will parallel process ChatGPT and Claude.

So, the fact that Claude doesn’t take voice input isn’t a hindrance if I’m on my computer. When I’m on my mobile device, which, I’m probably on my mobile more than I’m at my computer actually, Claude doesn’t handle voice input, and it’s a little bit unwieldy to go back and forth in apps on your mobile relative to toggling between windows on your computer. So, it’s not to say that means ChatGPT is the best, but when you say, if you have to choose one, right now the model which is most optimized for voice interaction in a – intuitive interface. That, to me, is the way that you should prioritize, is, “What’s intuitive? What can handle the widest range of human input?” And ChatGPT’s got great vision and great voice recognition. And, therefore, I would use that. I’ll give you another example. I’m taking Spanish classes with my kids, okay, and we’re doing these lessons and we have a tutor talking to us on a bi-weekly basis.

And I get this assignment. I’ve got to conjugate a particular verb, and she wants us to write it down. We got to take pictures of it right now. Write it down in my notebook. I’m trying to conjugate this verb, and I kind of get stuck. And I’m thinking, in my mind, like, we only get her twice a week. I’m not going to be able to talk to her until Thursday. It’s Tuesday afternoon. And I thought, “I wonder if ChatGPT can help me.” And I just take a photo of my notebook and my crappy chicken-scratch handwriting, okay, in Spanish, by the way.

I take a photo, I say, “Hey, you’re my Spanish tutor. Can you tell me what I’m doing right now?” “Oh, it looks like you’re trying to conjugate the verb “estar,” and it looks like you’ve missed seven accent marks. If I were going to correct your paper, I would do this,” and rewrote all of the statements that I just made, but properly. “I made this change because of this. I made this change because of this. I made this change…”

And I go, “Dude, it read…” I mean, if you see my handwriting, it’s abysmal. But I did miss all the accent marks, it got that right, because I’m not an accent marker. But, anyway, the point is, the vision capabilities are spectacular too. And when you start to think, again, right now, write that down on your AI scratch pad, people.

Like, people are listening, and the thing is it’s like popcorn at a movie, and we’re just like, “Nom-nom, that’s so interesting. Oh, photos of AI should do that.” You will not do it if you don’t write it down. I’m obsessed with this idea. As you probably know, I’ve got this AI podcast called Beyond the Prompt, which we have amazing kind of experts and lead users and things like that.

We had a guy, who’s former dean at Harvard, 30 plus year learning scientist veteran named Stephen Kosslyn, recently. And he’s kind of the father of the school of thought called active learning. Maybe some folks have heard of it. Active learning, some people mistake as, you know, learning by doing, which isn’t exactly correct, but doing what you learn is an important step.

And what he says is he would contrast what’s typically known as passive learning, which is just consumption, but he would say it’s not actually learning at all. It just happens to you. It’s like you’re renting it. And that information has a very short shelf life and a very short expiration window. Any information that you consume but do not use, you effectively did not consume it.

Pete Mockaitis
Okay. Yes, well said. Well, I’d also love to get your pro take here. It seems like we’ve got a whole lot of cool things we can do that are very handy. What are some things you recommend that we not do, or some limitations like, “No, no, you’re not prompting it wrong. It’s just not going to do what you want it to do right now”?

Jeremy Utley
You know, I’m not a fanboy, I’m not a stockholder, I don’t have any secondary shares. I have yet to butt up against the limitations of use, to be honest with you. I think, right now, most people’s primary limitation is not the technology, it’s their imagination. I would say, like, one way that I’ve put it to students at Stanford is, “The answer is yes. What’s your question?” “Could it…?” The answer is yes. The problem is, for most people, they don’t actually have a question.

Pete Mockaitis
Okay. Well, Jeremy, if I could put you on the spot a little.

Jeremy Utley
Yeah, please, please, please, by all means, but the challenge is actually finding a question worth asking.

Pete Mockaitis
Okay. One thing I’ve tried every which way I can to say, “Yo, here’s a transcript of a podcast interview. What I want from you is to give me 10 options for titles that would be great, that are kind of like these dozens of title options I’ve written for you right here, I previously selected, or teasers.” And then whenever I do that, I get 10 or 20 options, and I go, “Hmm, not one of them am I like, ‘Yes, that is intriguing. That is awesome. That’s a phenomenal title that I want to use.’”

Now, it can nudge or steer me in some good directions, like, “Okay, that was a good phrase there. That was a good word there.” And maybe that’s sort of good enough in what I should expect from it in terms of, yeah, you can have a back-and-forth dialogue, it’s not going to spit out the perfect thing the first time, and be grateful for that. But I don’t know, since you are the master, any pro tips on how I can make it do this thing it just doesn’t seem to be able to do?

Jeremy Utley
So, this is great. What I’m hearing you say is actually a great case study of what we observed in our study, which got published by Harvard Business Review and Financial Times and NPR. We studied teams trying to solve problems, and you could call “Titling this podcast” as a problem that you’re trying to solve. We studied teams and individuals trying to solve problems with generative AI and studied “What do they do?”

And one of the kinds of natural problems that people have is they treat an LLM like it’s an oracle. Like I give it a question and it just magically gives me the right answer right off the bat. And what we would say is teams that treat AI like an oracle tend to underperform. But that’s not to say that everyone who uses AI underperforms. There’s a small subset of folks we studied who actually outperform.

The difference is they didn’t treat AI like an oracle. They treated AI like a co-worker, like a collaborator, like a thought partner. And so, what that interaction might look like is you ask for, say, 10 or 20, “Make it like this.” And then you get the output, and what it looks like to…let me ask you this. If an intern gave you 10 titles that you thought were mediocre, what would you do? Would you fire the intern?

Pete Mockaitis
Well, no, I would say, “Oh, hey, thank you for this. This is my favorite. This is my least favorite. That kind of what I’m looking for is, generally, more actionable, more intriguing, based on the needs of our listeners,” da, da, da, da.

Jeremy Utley
Do you do that to ChatGPT?

Pete Mockaitis
I’ve tried it sometimes.

Jeremy Utley
Yeah, you got to kind of, you got to critique the model’s output. You got to give it feedback. And I had that experience, actually. I had a hero of mine, Ed Catmull on my show a while ago, founder of Pixar, and I wanted the perfect title, of course. It’s, like, got to be the best title ever, right? And I asked for 10 and then I immediately always asked for 10 more.

I don’t even read the first 10. I asked for 10 more and never had ChatGPT say, “Dude, come on, you didn’t read my first ones, you know.” And they’re mediocre, you know, they’re okay. And I said, “Hey, I like one and three in the first set. I like seven and nine in the second set. Can you give me 10 more like those?” What do you think, are they better or worse?

Perfectly the same. Like, not any better, not any worse. And I was like, “Huh, but why? Why didn’t I like one?” I said, “Huh, okay,” I had to think. And what’s funny is, in our study, people who underperformed, AI feels like magic to them. It’s, like, they don’t do as well, but they’re like, “Wow, it just happened so fast.” People who outperform, who use AI to get to better work, it doesn’t feel like magic. It feels like work.

And that’s actually, that’s kind of a fundamental tension. I think we expect it to feel like magic or it sucks. And the truth is it’s just like working with another collaborator, and you do get to better outcomes if you’re willing to put in the work. And in this case, for me at least, the work was, I like number one because I’m a nerd and it has like an obscure movie illusion. I like number three because there’s a pun, and I’m a punny guy. I like number seven because there’s a movie reference baked in and I like number nine, whatever it is.

Then I said to ChatGPT, “Would you leverage that rationale as design principles for another 10, please?” six of the 10 were better than anything I had thought of. But the point is, it does require that collaboration. Now, that being said, that’s as a one-off interaction, Pete. I think what you should do in this case, if that’s it, and what anybody should do is, if there’s a routine workflow, like, how often do you title a podcast?

Pete Mockaitis
At least, twice a week.

Jeremy Utley
Okay. So, to me, that’s kind of square in the crosshairs of a task that it’s kind of a creative challenge, probably takes some amount of time. There’s a potential, you know, so there’s, call it, there’s a two-by-two somewhere that you would hire BCG to spit out, right? But you got a two-by-two, and this probably falls in the top right corner in terms of, like, it’s in GPT’s wheel housing capabilities, and there’s enough regularity that it would meaningfully impact your life or productivity. Great. Okay, there’s your two-by-two. I think that that’s a prime candidate for making a GPT.

Pete Mockaitis
I’ll just make a full-blown GPT?

Jeremy Utley
Yeah, why would you not make a podcast-naming GPT? And then you would put in its knowledge documents, all of the titles and your rationale. And then, importantly, it’s not that you make a GPT and you’re done. You make a GPT, then you try it, and then you see where it’s deficient, and you work to get it right, and then you reprogram, you iterate the instructions to the GPT relative to the work that you had to do in addition.

And what’s the process for that? I would say probably you’re going to instruct the GPT, “I want you to analyze the transcript. I want you to find what are the key points of emphasis in the conversation. I define emphasis as we spent more than two minutes on it or whatever,” I don’t know, right? “I want you to find wherever there is more than five back and forth, that’s evidence that this was particularly engaging.”

Or, furthermore, you might develop a protocol where, after your calls, you have a two-minute Zoom call with yourself, where you say, “Hey, here are the four things I thought were interesting.” And you load that into the GPT as well. I don’t know, “Consult the transcript and the follow-up call transcript that I’ve provided for you. Look for these points, then distill these into these brand guidelines, perhaps, or whatever it is. Then do this, then do this.”

You’d kind of walk the GPT through, you would actually articulate and codify that workflow. And then you would test it, and then you’d iterate it, and you’d test it, and you’d iterate it. And you’d get to the point, I would say, probably, if you’re doing it twice a week, by the end of the month, you’ll probably get to the point where, if you really take it seriously to iterate the GPT’s instruction set, over the course of a month, you’ll have something that’s really great.

Now, the problem is most people aren’t really systems thinkers and they just want to do like a one-off kind of like band-aid solution, which is fine. I’m probably more that way myself, unfortunately. So, I’d rather just, it’s less painful on a one-off just to do the work again myself. Systematically, it’s much more painful to do it one-off every time by myself. And so, you kind of got to decide.

And to me, that becomes a function of “What is a task whose output you would refuse to settle for less than exceptional?” That’s a great task for a GPT because you’re not going to be okay with anything less than a really good GPT. And it summons the requisite activation energy required for you to continue to invest in iterating it.

Pete Mockaitis
Understood. Okay. So, it starts with a mindset of, “Okay, don’t talk to it like it’s an oracle. Expect we’re going to need some back and forth, some collaboration, some iteration, some refinement.” And then it’s your bullish take that, at the end of the day, it’s going to cut the mustard and deliver the goods.

Jeremy Utley
Unequivocally.

Pete Mockaitis
All right. Beautiful.

Jeremy Utley
That, to me, is it’s unfathomable that it can’t deliver on that use case.

Pete Mockaitis
All right. You heard it here first.

Jeremy Utley
I mean, really and truly, and I’d be happy to workshop with you if you’d like. But, to me, that is absolutely a use case that GPT can shine with.

Pete Mockaitis
Okay. Well, we talk about use cases. You’re real big on idea flow. It’s getting a whole lot of ideas, a whole lot of creative options generated. Tell me, how do you use AI in that endeavor well?

Jeremy Utley
Well, the easiest thing to do is, which you did well in your example, is request options. I think, for most people, they ask one question, they expect one answer. And with a probabilistic, non-deterministic model, which means LLMs are probabilistic in nature, every time you ask a question, you’re going to get a different answer.

And sometimes the answer is there’s a higher degree of overlap, sometimes they’re radically different, even within the same instruction sets. You could say it’s a bug. I actually think it’s a feature because I believe in variability of thinking is actually what drives creative outcomes. And so, when you realize that, then, “Wow, I could hit regenerate and it will reconsider the question again?” “Yeah.” “Well, why wouldn’t I hit regenerate five times?” Great question. Why wouldn’t you?

And most people go, “I’ve never hit regenerate.” I think it’s actually probably the most important button on the screen. Because you have a collaborator, you and I are going back and forth, and I say, “Hey, Pete, what do we do about this?” You go, “Well, here’s an idea.” And I go, “Okay. Well, what else?” And you’re like, “Okay, let me dig deeper,” and then you say something. I go, “Okay. Well, what, like five more ideas?” And after a while, you’d be like, “Dude, I gave you all my ideas.”

But ChatGPT is not like that. AI is not like that. And so, one of the simple tricks for idea flow with AI is recognizing you’re not going to tire itself out. In fact, you need to recognize your own cognitive bias. I mean, it’s one of my kind of nerd obsessions is what’s called the Einstellung effect, which is the tendency of a human being to settle on good enough as quickly as possible, demonstrated since the 1940s by Abraham and Edith Luchins, where they’ve kind of documented, very clearly how human beings kind of get in a cognitive rut, and they just want a good enough answer, and they don’t actually get the best answer. They just get a good enough answer.

And so, to me, the key to maximizing idea flow with an AI is recognizing that the creative problem in that collaboration is actually your human cognitive bias, not the AI’s bias.

Pete Mockaitis
Okay. Thank you. Oh, boy, Jeremy, I could talk about this forever. But before we hear about some of your favorite things, could you share any other top do’s and don’ts?

Jeremy Utley
One thing, I think, is a really simple thing that you can do, and it’s not unrelated to your idea of asking ChatGPT or whatever, for a number, kind of saying how confident it is. One thing that you can often do is ask it to evaluate its own work, “Scale of zero to 100, how great was the previous response? Be like a tough Russian ballet instructor, give me critical feedback.” And it’ll go, “Oh, it’s a 60 out of 100 for this reason.”

Well, then you could say, “Okay, based on that feedback, can you rewrite it as 100 out of 100? Rewrite it as 110 out of 100. Now, regenerate it. Now, regenerate it again. Now, grade that one. Is it really 100? Bring in another Russian judge. What does the second Russian judge think?” So, one thing that you should definitely do is get AI to evaluate its own work. It’s far better at being objective.

Like, as a simple example for me, and then I also want to mention chain of thought reasoning, so make sure I come back to that. But one thing I’ll do is I’ll do kind of parallel processing between ChatGPT and Claude, and I’m having both work on something. I take their output and I feed it to the other, and I ask, “Which one is better? Is Claude’s work better or ChatGPT’s work better?”

You would think that they both advocate for themselves. They don’t, but they almost always agree. It’s fascinating, actually. There are times where ChatGPT is like, “I actually prefer Claude’s response for this reason, this reason.” And if I go to Claude, it goes, “I think my response is stronger for this, this, this.” And half the time, it’s the other way.

But it’s actually exceedingly rare that they disagree. They often will say the other’s is better, but they almost always agree with the other’s assessment too, which is fascinating, which is to say you can have models evaluate one another’s work. The other thing, the other huge do, probably the single greatest empirically validated finding is that the best way to get better output from an LLM. is to prompt it with what’s known as chain of thought reasoning, which is to say, tell the language model to articulate its thought process before answering.

And so, humans have this tendency, so do AIs, of what we all know as ex post rationalizing. So, if I ask you, “What’s your favorite color?” You say, “It’s blue.” “Well, why did you say blue?” You go, “Oh, well, I like the sky, and I like the ocean, and da, da.” But if instead, I say, “Hey, tell me how you think about what your favorite color is,” and you go, “Well, I probably think about my favorite things.”

And then I go, “Well, what are your favorite things?” You go, “Well, my wife, obviously, and I think about her eye color, and they’re green. You know, green’s my favorite color.” “Well, is it blue or is it green?” Actually, and for me, even as I think through that thought exercise, green, emphatically. I take my wife’s eyes any day over the sunset. That’s a no-brainer, right?

Well, similarly, language models do the same thing. If you ask it for an answer, and it says blue, and then you go, “Why did you say blue, ChatGPT?” it will ex post rationalize. And blue is very subjective, but even with things that are objective, more objective, it will ex post rationalize its answer. If, however, you say, “Hey, before you answer the question, would you walk me through how you’re going to think about solving this problem?” It will articulate its answer and it arrives at, from a research perspective, empirically better, more valid, more cogent, etc. responses.

And the reason it does so is because of how language models work. They aren’t premeditating their answers. So, what it’s not doing, as Pete asks a question, and then it thinks of its answer and writes it out. That’s not what happens. What happens is Pete asks a question and it reads the question and says, “What’s the first word of the answer?” and it says it.

And then it reads your question, and the first word it thought of, and says, “What’s the second word?” And then it reads your question and its first and second word, and thinks, “What’s the third word?” So, it’s not premeditating responses. It’s, literally, only predicting the next token. And so, when you ask it for an answer, the only thing it’s predicting is its answer.

If, however, you ask for reasoning and then answer, it first next token predicts reasoning, and then it incorporates the reasoning that it has articulated in its response, which results in a much better response because it’s not only considered your question, but it’s also considered reasoning first. And as a user on the other side of the collaboration, what that enables you to do is not only, one, get better responses, but, two, you can interrogate its reasoning too.

And you can say, “Actually, it’s not that I have a problem with your answer. I have a problem with how you approach the question. I actually think you should do this.” And then you can guide its reasoning path because you’ve asked it to make its reasoning explicit. Those are the two probably biggest do’s, I would say, when you ask for do’s and don’ts.

Pete Mockaitis
That’s cool. And it sounds like the key is that you ask for it in advance as opposed to, “How did you come up with that?”

Jeremy Utley
Yeah, exactly. That’s ex post rationalizing. It will give you a great answer. It’s a sycophant. LLMs have been programmed to be helpful assistants. And when you realize what that means, it’s a euphemism for suck up. So, if you ask it what it thinks, it’s going to say, “I think that’s a really great idea, Peter.” But if you say, “I don’t want you to compliment me. I want you to be brutally honest. Don’t pull any punches,” like, you got to really ask an AI to level with you to get honest feedback.

When you’re aware of that, it influences how you collaborate with the model, which goes back to the question earlier about idea flow. It’s recognizing your own, I mean, there are limitations to the technology, but a lot of times the truth is we want a suck up. I don’t want to hear how my first draft sucks. I want to hear, “Actually, you don’t need to do any more work. You go have a coffee.” That’s what I want to hear.

And if I don’t realize that the model has been trained to be a suck up, I ask it, assuming I’m getting the truth, and then when it tells me I’ve done great work, I say, “Well, let’s take a break, boys. We’re all done here.” Whereas, if I realize, “You know what, unless I really push it to give me straight feedback, it’s probably going to tell me I’ve done a great job. And I know my human cognitive bias is to overweight the response that I did a great job, and to underweight…” So, you have to understand yourself. In a way, the key to good human-AI collaboration is to really understand our own humanity.

Pete Mockaitis
That’s powerful. Thank you. And now could you share a favorite quote, something you find inspiring?

Jeremy Utley
One is Thomas Schelling, Nobel Prize winner in Economics, who said, “No matter how heroic one’s imagination, a man can never think of that which would never occur to him.”

The second quote that I love is Amos Tversky, Danny Kahneman’s lifelong research partner, who died prior to receiving the Nobel Prize. But Amos Tversky was once asked how he and Kahneman devised such inventive experiments. And he said, “The secret to doing good research is to always be a little underemployed.  You waste years when you can’t afford to waste hours.”

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

Jeremy Utley
I think there’s a great one that I always come back to called the creative cliff illusion, which is conducted by Nordgren and colleagues at Toronto, I want to say. You can look it up, creative cliff illusion. But the basic idea is when they ask participants what their expectations of their creativity over time were, there is an illusion that one’s creativity degrades to a point that reaches a cliff where it almost asthmatically falls off. And people’s, their expectation is, “I’m just going to run out of creative ideas.”

The paper is obviously called the Creative Cliff Illusion because then, when they test people, it’s not true. They don’t run out of creative ideas. They, actually, their creativity persists. And my favorite part of the study is the shape of the creativity, over time, the variable that it’s most highly correlated with, i.e. “Does creativity dip or does it increase?” because it does increase for some people. The variable that determines the shape of your creativity over time is actually your expectation.

So, if you expect that you will keep having creative ideas, you do. If you expect you will cease having creative ideas, you do. And so, that to me is just totally fascinating.

Pete Mockaitis
Totally. And a favorite book?

Jeremy Utley
I love Mark Randolph’s book about the founding of Netflix called That Will Never Work. It’s a fascinating story about entrepreneurship, about grit and perseverance, and about ideas. And there’s a lot of very practical takeaways about the importance of experimentation in finding product market fit and succeeding.

Pete Mockaitis
All right. And a favorite tool?

Jeremy Utley
I’ve got an electric chainsaw, and I love tromping around the woods, just chainsaw in hand, like, just in case I need it. It’s just so fun.

Pete Mockaitis
Awesome. And a favorite habit?

Jeremy Utley
NSDR, non-sleep deep rest protocol, Andrew Huberman. It’s, basically, laying down and becoming totally still, not for the purpose of sleep, necessarily. It’s okay if you do sleep, but it’s not in order to sleep, but to facilitate neurological replenishment, connections between neurons, and codification of memory. And I try, if I can, to NSDR once a day.

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

Jeremy Utley
I talked earlier about the value of variation in one’s thinking. And the truth is ideas are naturally occurring phenomena, which is a nerdy way of saying they’re normally distributed. So, you got some really great ideas, very small, it’s a bell curve, right? You got a lot of ordinary ideas and you got some stupid ideas. Steve Jobs called them dopey ideas. He regularly shared dopey ideas with Sir Jony Ive.

Taylor Swift says, “It’s my hundreds or thousands of dumb ideas that have led me to my good ideas.” You got dopey or dumb on one side of the spectrum, you got delightful on the other side of the spectrum. The quote that I often say that people remember and resonates, and they take with them is, I tell people, “Dopey is the price of delight.”

The only way you get good ideas is by allowing yourself to have bad ideas. And the reason most people don’t have better ideas is because they won’t allow themselves to have worse ideas.

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

Jeremy Utley
JeremyUtley.design And LinkedIn, I’m happy to chat with folks on LinkedIn. My website, JeremyUtley.design, I’ve got a newsletter folks can subscribe to. I’ve also got an introductory AI drill course where you get two weeks of daily drills for, you know, they say you need 10 hours of practice with AI to start to become fluent. This gives you daily practice to get your first 10 hours under your belt.

Pete Mockaitis
Okay. And a final challenge or call to action for folks who want to be awesome at their jobs? Sounds like we just got one.

Jeremy Utley
To me, it’s very simple. Do one thing you heard here.

Pete Mockaitis
Okay. Jeremy, this is fun. This is fascinating. Thank you. And keep up the awesome work.

Jeremy Utley
Thank you. My pleasure.

918: How to Think and Innovate Like a Genius with Paul Sloane

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Paul Sloane discusses how to become more innovative and effective by adopting different styles of thinking.

You’ll Learn:

  1. The top question to ask when problem-solving
  2. The simple trick for improving your memory
  3. How to build rapport with anyone with one phrase

About Paul

Paul Sloane is the author of many books on lateral thinking and the leadership of innovation.  He graduated from Cambridge University with a degree in Engineering. He had a successful career in sales at IBM before becoming Marketing Director and then Managing Director at the database company, Ashton-Tate. He was subsequently the VP International and CEO of software companies. He now speaks and consults on lateral thinking and innovation with corporate clients.

Resources Mentioned

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Paul Sloane Interview Transcript

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

Paul Sloane
Peter, I’m delighted to be on the show.

Pete Mockaitis
Well, I’m delighted to be chatting and I am excited to hear about some of your wisdom you’ve collected over a whole career with 17 books, talking lateral thinking, being more brilliant. So much good stuff. But first, can you tell us the tale of how you met Mick Jagger and Paul McCartney?

Paul Sloane
Well, no great tale to tell, really. I took my granddaughter to school one day, to primary school, and it was a private primary school in Sussex in England. And as I was walking through the carpark, a man said hello to me, and I said hello back to Sir Paul McCartney, whose daughter went to that same school as well. So, that was good.

And then a friend of mine, he sponsored The Rolling Stones. He worked as a managing director of a big mobile phone company, T-Mobile, and they sponsored The Rolling Stones on some of their major concerts. And we got to meet them, and I shook hands with Mick Jagger. He’s really quite tiny and frail. I thought he’ll never last the concert. And then he came out and he performed, and he was just brilliant. I’ve seen Paul McCartney perform, too. And they’re two of my great heroes.

Pete Mockaitis
Oh, that’s cool. All right. Just right place, right time.

Paul Sloane
Yes.

Pete Mockaitis
That’s cool. Well, now I’m intrigued here. You share some of your best thinking and about thinking. Have you made any particularly striking, surprising discoveries about us humans and how we do our thinking and problem-solving over the course of researching this in your career?

Paul Sloane
Well, I wouldn’t claim anything innovative or profound, actually, but I think that the most important thing I’ve found is that people think in very predictable ways, and they think in grooves, and they tend to use the same kind of thinking, the thinking that has served them well up till then. And I think it’s like a tennis player who’s got a very good forehand but they don’t have a very good backhand or they don’t volley very well. But if they play every shot with a forehand, they can be competitive.

And we’re a bit like that. We might use critical thinking, or we might use logical thinking, but not use creative thinking, or lateral thinking, or emotional thinking. But because we go through life making decisions based on the thinking style which has suited us, we get through it. It’s competent. But if you want to be outstanding, if you want to be an outstanding tennis player, you have to develop drop shots, you have to develop your backhand, you have to go to the net, you have to volley, you have to smash. And you need every shot in the book.

And to be a great thinker, to be a great, really, effective person at work, you need a variety of styles which suit different situations and different challenges. And that’s what I address in my book How to be a Brilliant Thinker. And what I’m really saying is you need to develop your skill at visual thinking, at mathematical thinking, at logical thinking, at creative thinking, at lateral thinking. A whole range of different thinking styles will make you much more competent and effective.

Pete Mockaitis
Okay. Well, could you share with us, perhaps, any interesting studies or data or cases you’ve seen, inspiring tales of folks who have upgraded, transformed their thinking capabilities and seen cool results from it?

Paul Sloane
Well, I’ve got some personal experiences of my own where I’ve changed style, and I deliberately try to enhance that. So, I worked for IBM, I went through IBM’s sales training and management training, and had a successful career in sales and management. And then I got headhunted and joined a software company as marketing director, and I was in charge of a team of bright, enthusiastic, young people but they were chaotic. They were charging all over the place, doing all sorts of undisciplined things. And I thought it was my job to manage that and to bring IBM discipline to the place.

And one day, on a car journey, a managing director who was a very experienced guy, said to me, he said, “Paul, you’re too tough on your people.” I said, “What do you mean?” He said, “Well, you’re telling them what to do all the time.” And I said, “Isn’t that my job?” And he said, “No.” And he was right, and I was being too prescriptive in my approach, and not really empowering people and challenging them to come up with their own solutions.

Whenever somebody came to me with a problem, I’d say, I’d come up with my idea, which was often a good idea, I’d say, “Try this. Do it this way,” and telling them how to do their jobs and, in a sense, micromanaging them, and it wasn’t a good style. You don’t develop people with that sort of leadership management style. And I’d like to think that I changed, and it was like St. Paul on the road to Damascus moment for me, that I realized that I was being too prescriptive, and I needed to be more empowering and trust people.

And if somebody comes to you with a problem, instead of saying, “Here’s what you should do,” the right way to handle it, I think, is to say, “What ideas have you got?” and challenge them to come up with ideas first, and prompt them to think about different approaches and explore possibilities with them. And maybe, eventually, they’ll go with your approach, maybe they’ll come up with a better approach themselves, but that will help develop them.

Pete Mockaitis
Okay. And in sort of the language that you’re using with different styles of thinking, how would you articulate what was your previous thinking approach in those exchanges versus your new approach?

Paul Sloane
I’d say my previous thinking approach was command and control as a style, which is a management style which is effective if you’re running a junior team, an inexperienced team, an ineffective team, people weren’t doing very well, command and control is sometimes necessary. But I think, what I would call lateral leadership is where you don’t lead from the from the front, you lead from the side as a collegial leader, and as a colleague, you empower people and trust them. And if you trust people to succeed, you have to trust them to fail as well, and you have to let go. And that’s a different thinking style and a different management style.

Pete Mockaitis
Okay. Well, could you share with us then what’s the big idea, the core thesis, behind your book How to be a Brilliant Thinker?

Paul Sloane
It’s about that. It’s about adopting different styles, deliberately developing different styles of thinking, and choosing a style which is appropriate for you and for the moment. And to be really successful at work, to get promoted, you need to be good at managing people. And if you’re a very good data analyst, or a very good programmer, you might be using a lot of logical skills, a lot of rational skills, but you’re not using emotional skills to relate to people, and understand them, and persuade them, and motivate them.

And you’ll never get promoted unless you learn those emotional-thinking skills, emotional intelligence, as well as logical intelligence. And if you want to be a successful marketer, you have to use creative intelligence and lateral thinking, to be able to think of innovative radical ideas. So, you need this whole range of skills to develop your thinking, and that’s the basis of the book.

Pete Mockaitis
All right. Well, could you lay out for us this menu? You’ve used a number of different categories or types of thinking: the emotional, the lateral, the creative, the logical. Can you lay out what are the different types of thinking in your typology? And how do you define them? And how do you improve them?

Paul Sloane
So, just to read some of the titles of the chapters, “Consider the opposite,” “Confront assumptions,” “Analyze problems.” So, I built quite a bit of problem analysis, and formal problem analysis, critical thinking, asking questions, thinking in combinations, parallel thinking such as de Bono’s Six Thinking Hats, so parallel thinking technique.

Thinking creatively, thinking laterally, how to think what nobody else thinks, how to evaluate ideas, how to make difficult decisions, how to develop your verbal thinking so you can express yourself clearly, how to develop your mathematical thinking so that you can actually use mathematics as a tool, gets with probability, think visually, develop your emotional intelligence, how to be a brilliant conversationalist is one of the chapters in the book, how to win arguments, how to ponder, how to maximize your memory, how to improve your memory, how to tell stories, how to think humorously.

So, these are some of the chapters in the book I talk about common thinking errors and ways to boost your brain, and games to help you think better.

Pete Mockaitis
Okay. Well, could you share with us perhaps what are the most common and destructive errors in thinking that you see professionals make? And how could we go about preventing that from occurring?

Paul Sloane
Well, there are a lot of errors or a lot of cognitive biases and errors, but I think one of the big things that hold us back is making assumptions. And the lateral thinker challenges assumptions all the time, and the command-and-control leader, the conventional leader, the conventional person makes a lot of assumptions. And the older you are, the more experienced you are, maybe the more intelligent you are, the more assumptions you make every day. And we see it time and time again of people being taken.

Literally, thousands of people lost billions of dollars to Bernie Madoff because they assumed he was a genius, and they assumed that he could give higher than average returns to investors year after year after year, and they made the wrong assumption. People assumed that Elizabeth Holmes was telling the truth when she said at Theranos that she’s got a much better method of analyzing blood, and it was a fraud.

Collin Powell, and the USA, and lots of other countries assumed that Saddam Hussein had weapons of mass destruction, but he didn’t. Wrong assumptions lead us down wrong paths all the time. And lateral thinkers, creative thinkers, endlessly curious and always prepared to ask a question, and to analyze the evidence, and they believe in evidence, they believe in experiments, they believe in real-world data.

They don’t believe in conspiracy theories. They don’t believe in models. They believe in experiments and finding out and challenging assumptions by asking fundamental questions, basic questions, is one of the central tenets of lateral thinking and of my books.

Pete Mockaitis
All right. Could you share with us perhaps a professional example in the workplace where you think this is happening all the time, folks failing to challenge assumptions, and some assumptions that might well need to get challenged?

Paul Sloane
Well, you see it all the time with, and it’s so easy to see in hindsight but when you’re involved in a business meeting, there are all sorts of assumptions going on, and those assumptions frame the whole view of what’s possible and what’s not possible. I want you to imagine that you work for Encyclopedia Britannica and it’s 1990, and you’re in a meeting, and they’re talking about how they can increase sales.

And you said, “Just a minute, let’s look at the assumptions we’re making here. We’re assuming that people want to buy books, and that these books contain curated knowledge, which is provided by experts and edited by experts, teams and teams of experts, and that they’re expensive, and that we go out and sell those books. And we assume that that’s the best model.”

“What if we could create a model which is completely different where we didn’t pay experts at all. We got people to contribute to the encyclopedia themselves, and we got volunteers to edit it, and we gave it away virtually for free?” And if you’d made that suggestion, it would’ve been a career-ending suggestion, I think, with the company because people would’ve been horrified that you even thought that because it challenged all the basic assumptions on which the business was built.

And yet Wikipedia is that model. They don’t use paid experts. They use volunteers to write the articles, and edit, and manage, and curate all of that knowledge and expand it all the time. And it works, and they give it away for free. And that model, a completely different business model, totally destroyed Encyclopedia Britannica’s previously highly successful business model.

If you were working for a taxi company, and thinking, “How can we do things better?” you would never have thought of what Travis Kalanick thought when he said, “Let’s create a taxi company without a single taxi.” It’s an app. And it all does is it puts people together, those who want a taxi ride and those who are prepared to give somebody a ride in their personal car for a small fee. He created Uber which became worth $60 billion, and it’s a taxi company without a single taxi, and it challenged all of the assumptions that taxi companies are based on.

Same with Airbnb. They’re a hotel company that doesn’t own a single hotel room. So, lateral thinkers, creative thinkers, are prepared to challenge the basic assumptions that everyone else in the room takes for granted and assumes is a given and must be obeyed.

Pete Mockaitis
That’s intriguing. In each of these examples, we had an established entrenched player, or system, and then there was an external disruptive force that operated without those fundamental assumptions. And I guess I’m curious, in terms of cognitive biases or whatever the word is at play here, in each of those instances, the folks at the hotel chain, a taxi company, at the Encyclopedia Britannica, have a deeply invested interest in continuing to do things the way they are, “Hey, I have a fleet of taxis,” “I’ve got a beautiful set of many large, expensive, gorgeous hotel buildings,” “I’ve got decades of sales that I’m beholding in my Encyclopedia Britannica.”

And so, in some ways, if they disrupted themselves, maybe they would be in a better position and sort of leading the charge. But how do you recommend when we are entrenched in our ways? And it’s almost like, I think, in many ways, we believe what we want to believe, and we want to believe, at Encyclopedia Britannica, if we’re there at that time, that we can continue doing the cool thing we’ve been doing and keep this gravy train rolling and growing.

And so, how do you think about that, that notion of we tend to believe what we want to believe as opposed to what is true?

Paul Sloane
Well, you’re actually right. We tend to believe what we want to believe, but it’s more insidious than that because the customers mislead you. One of my favorite books is by Clayton Christensen, it’s called The Innovator’s Dilemma. I don’t know if you’re read it, but in there, he says, “What stymies great companies is that they make the mistake of listening to their customers,” and I nearly fell off my chair when I read that because I was always taught that you have to listen to customers, and you have to please customers, and that’s your purpose in business is to find solutions that customers like.

But he gives countless examples, particularly from computer disk drives where the leader at each generation was misled by customers who said, “We like your product. Give us more of what you’re doing, only better, faster, cheaper in green, or in German,” or whatever. Customers always want incremental innovations because they don’t understand radical innovations. A customer will never indicate a radical solution to you.

And if somebody else who comes along with a radical solution, and, initially, the customers rebuff it, and the next time they rebuff it, and then they rebuff it, and then, eventually, they all move over to it. There are some early adopters and then the late majority, and then everyone moves over. And the previous incumbent gets wiped out. But they were doing a single right thing, they were listening to their customers, they were following their customers.

An example I give is this. Say, you were making spectacles in the 1950s, and you said to your customers, “How can we make our service better to you?” They might’ve said, “Well, a scratch-proof lens would be good,” or, “A plastic frame would be good,” or, “A flexible frame,” “A different type of glass,” “A shaded glass.” What would they not have asked for? Not one customer in 10,000 would’ve said, “I want you to create a piece of glass that I stick on my eyeball every morning.” Contact lenses.

Not one customer in 10,000 would’ve said, “I want you to cut through my eyeball with laser beams to change the geometry of my eyeball.” Laser eye surgery. And because you’re thinking spectacles, you’re thinking physical things. The companies that are selling spectacles weren’t selling spectacles, they were selling better sight. And another way of getting better sight is with contact lenses or with laser eye surgery. But no spectacle manufacturer would ever have conceived of those ideas, and no customer would’ve indicated that.

And so, it’s very difficult, and very often it’s the outsider who comes up with a radical innovation. And I’ve written about this many times in my blogs and books that it’s the outsider that tells that.

Pete Mockaitis
Well, that says a lot in terms of, it’s sort of backing up, zooming out, and getting to the fundamentals can help open up a lot of this stuff. In the Encyclopedia, it’s like, “What are we really trying to do here? We’re trying to give people a broad set of knowledge about a broad set of things. Okay. Well, there’s a lot of ways we can pull that off.” Or, “We’re trying to get people from point A to point B.”

Paul Sloane
As you say, you’ve got this inventory, you’ve got all this stock, you’ve got this history, you’ve got momentum, and the question they should ask is, “What is the problem that we are solving for customers? What is the customer problem that we solve? And is there a better way to solve that problem?”

The taxi driver, they’re providing a journey for the customer. That’s what they’re providing. The hotel chain Marriott is providing accommodation for a night. And Encyclopedia Britannica was selling access to knowledge. And in each case, if they thought about that in terms of “What is the fundamental product or service we’re providing? What’s the problem we’re solving for customers?” they might’ve stood a chance, though still unlikely, of conceiving an entirely different way of solving that problem.

Pete Mockaitis
That’s beautiful. Thank you. All right. So, a common thing we got to do is challenge assumptions. One way to do that is to ask big questions about the fundamentals that we’re delivering. What’s another major thinking error that is rampant in professional environments that we should tackle next?

Paul Sloane
Well, another big problem is confirmation bias where we look for evidence that supports our hypothesis, what we believe, and we discount evidence which contradicts what we believe. And we see this time and time again. We saw it with COVID, we saw it with the people who believed in vaccines and don’t believe in vaccines, and the people who believed in lockdowns and don’t believe in lockdowns, and they would find selective evidence that supported their viewpoint.

Occasionally, the people that didn’t believe in vaccines would say, “I heard about a chap, and he took the vaccines, and then he fell very ill, and that shows they’re not suitable.” And it’s one example out of thousands and thousands. So, confirmation bias where we look for evidence that confirms our beliefs, and we don’t allow our beliefs to be challenged. The question I often ask people is, “When was the last time you changed your mind on a really serious issue?” And most people don’t change their minds ever.

They might change their mind as they say, “What meal are we going to have tonight?” but they don’t change their mind on a big issue, “Are we supporting the Democrats or the Republicans?” They’re tribal. And once you get into one of those groups, then they go to websites and media sources which support a certain viewpoint, and they don’t absorb information from other websites or media sources, which would challenge their viewpoint. And that is a great enemy of thinking, and of diversity, and of innovation.

Pete Mockaitis
Okay. So, confirmation bias is all over the place, it’s problematic. How do you recommend we combat it?

Paul Sloane
By asking questions, by deliberately being open minded, and force yourself to be open minded. I gave a TEDx Talk on “Are You Open Minded?” And if you go on YouTube and search for Paul Sloane TEDx, you can see it. It’s only 13, 14 minutes but it’s had a tremendous number of views. And in it I talk about this whole concept of everyone thinks they’re open minded but most people aren’t. Nearly every one of us has blinkers, to some extent. And I talk about ways to tackle it.

And one way to tackle it is to deliberately go to the opposite end of the spectrum. If you normally watch CNN, watch Al Jazeera instead. If you normally take The Times in England, take The Guardian. So, deliberately go to channels and speak to people who will give you a different perspective. So, that’s one of the approaches.

And another is to just do something different every day to deliberately break the routine, whatever routine you’re in, whether it’s the way you go to work, or where you sit, or whatever you do, deliberately do something different. Introduce the random deliberately into your life. If you go on Wikipedia, and you look on the left, there’s a random article of the day. If you go there, you’ll learn something new that you didn’t know, and it will give you a slightly different view of the world.

So, there are these techniques that you can use in terms of deliberately displacing yourself. You tend to mix with people who are like you. I said to my wife the other day, I said, “I met an interesting new chap at the golf club.” And she said, “Let me guess, is he white?” “Yes.” “Is he your age?” “Yes.” “Is he a golfer?” “Yes.” “Is he middle class?” “Yes.” “He’s not new. He’s exactly like you.”

And she’s right. I’m mixing with people who are like me. And you’ve got to deliberately step outside that comfort zone sometimes and mix with people who aren’t like you in order to understand their perspective of the world.

Pete Mockaitis
Okay. One of your chapters, you talk about thinking humorously. What’s the value in that? And how is it done other than just, well, laugh?

Paul Sloane
Well, humor breaks barriers, and humor is very useful. In my talks, I do a lot of serious talks, but I very often start with a joke or I put some humor into the talk in order to leaven it, in order to lighten it, in order to have some light and shade. Because if you just concentrate on the heavy serious stuff all the time, it’s oppressive for the audience. And if you can mix in a little bit of humor, it makes you relatable.

And as a person in the office, it makes you more popular. As a manager, if you use humor, but not sarcasm, not cynicism, but if you use gentle humor, it makes you more interesting and approachable, and I think humor is a very useful thing in life, and it can diffuse tension in a lot of situations as well.

Pete Mockaitis
Okay. And any pro tips on how we go about thinking more humorously?

Paul Sloane
Some people say, “I can’t tell a joke.” But everyone can tell a joke, and everyone can learn some funny things, and everyone can read humorous articles and humorous writers, and learn some of the techniques that they use in order to just put a little bit in there. And the people you follow on Twitter or Facebook, there are some people who are witty and write funny things, and some people who don’t and write very dull things.

So, focus on the people who are interesting and witty, and sometimes repeat some of the things they say, but give acknowledgements, say, “I read this today, and so and so said this,” and then repeat a witty from someone else. You don’t have to be original. You don’t have to come up with all the jokes yourself in order to be a funny person.

Pete Mockaitis
All right. And one of the ways you mentioned thinking was visually? How is that done?

Paul Sloane
Well, some people are visual thinkers. They think in terms of pictures. And one of the exercises I do in my workshops where I run a brainstorm is the random word. And you have a challenge, whatever the challenge is, “How can we improve productivity? How can we cut the project lead times? How can we save costs in terms of our recruitment?” whatever it is, and then you take a word at random from the dictionary, and then you get some associations of the word. And then you try and force an idea based on the word which would solve the problem.

And you’ll come up with a stupid idea, a stupid idea, a stupid idea, and then, occasionally, you come up with a really creative idea. And people don’t believe that until they see it and it works. And I demonstrate it in my TEDx Talks, so that’s another reason to watch that on YouTube. But you take the dictionary, you open it at random, and you just take that random noun, and off you go. And if the one word doesn’t work, you just go on and find another one, and you’ll never run out of words in the dictionary.

Now, that method works but sometimes I do it with pictures instead. I take random pictures: a picture of a cathedral, a picture of a candle, a picture of a dog, a picture of a polar bear, a picture of an iceberg, a picture of fun fare, anything, and I got a whole range of random pictures. And then you put the random picture up, and you say, “Right. What ideas does that picture give you in terms of this challenge?” And some of it works much better with a picture than with a word. Some people work verbally and some people work visually.

And I think if you choose those different styles, and you try thinking in pictures, thinking in cartoons, thinking in storyboard in terms of something written, it can sometimes be much more powerful and a much better way. If you’re trying to communicate ideas, then words are fine and PowerPoint is fine, but images can be so much more powerful. And images, people like video, they like image, and it can be a much more effective way of getting a message across. So, if you’re not using visuals at the moment, visual thinking, then you’re missing a trick.

Pete Mockaitis
That’s clever and I like the random prompt, like a dictionary word or previously the Wikipedia random article. I’m thinking about if you want images, I guess you could go to Google and I’m Feeling Lucky, and then images, and you’ll get any number of things.

Paul Sloane
Exactly right. You will.

Pete Mockaitis
All right. Well, you’ve got one of your final chapters, Games for Brilliant Thinkers. I like games. What do you recommend?

Paul Sloane
Oh, I love all sorts of games, and some games are very logical. I play chess very seriously. I like chess, that’s very analytical and logical but I like lateral thinking games. There’s a game called Codenames where you have to find connections between words to suggest links to your partner in that game. That’s very good.

I like Sudoku. I like Monopoly. I like Cluedo. I like all of those, but a whole range of games. Poker is a great game too, though it’s a dangerous game because you can lose a lot of money at it. But all of those things are great, I think. Let me see, what did I say in terms of games for thinkers? I said Chess, Scrabble, Monopoly, Bridge, Cluedo, Backgammon, Poker, Dingbats, or Rebuses, as they’re called. Riddles are visual word puzzles. Articulate!, Trivial Pursuit, all of these are good. Pictionary, Charades is a lateral thinking game. We have to think of strange connections to get your message across.

And, of course, lateral thinking puzzles of which I’ve written several books, of lateral thinking puzzles, and they are things where you get strange situations, and then you have to ask questions, and you get yes or no answers from somebody who knows the answer. And that forces you to think laterally because, typically, you get stuck and, typically, you make the wrong assumptions. And it’s those wrong assumptions that hold you back so you have to test all your assumptions with the questions you ask in a lateral thinking puzzle.

Pete Mockaitis
All right. And you also have a chapter called Maximize Your Memory. Tell us, how is memory still important nowadays with all of our technology, and resources, and AI, and Google Searches, and Wikipedias?

Paul Sloane
Well, you’ve got access to all those things but when you meet somebody, an employee at work, you need to remember their name, and you need to remember their wife’s name, if they work for you, or their partner’s name, and maybe their children’s names, and some issues, things that are important to them, and you can’t just go to your phone and look it up. So, remembering people’s names, have you read How to Win Friends and Influence People by Dale Carnegie?

Pete Mockaitis

Yup.

Paul Sloane
It’s a classic book in 1930s. And one of the things he said is, “Use people’s names.” And what I would recommend to you, Peter, is that you use people’s names, and people like to hear their name. And that’s an example of something memory is really important, and you need to work on memory. There’s lots of minor things you can write down but there’s some important things you have to remember, and the techniques,

You’re driving along, suddenly you think of something, an urgent job you’ve got to do when you get to the office, you need a way of remembering those, and that’s one of the techniques I teach in my memory course, which I do, where you make a huge visual story about the things you’re trying to remember, and you exaggerate them, and you make them very vivid and very colorful and very dramatic. And then you can remember that story when you get home, and you can remember to do those things, which would otherwise just go straight out of your mind.

So, memory is important and everyone wants a better memory, and people always complain, as they get older, their memory is going and all the rest, but we can all memorize a lot more and remember a lot more things, and I show people different ways to do this with memory pegging and the virtual journey. So, when I give a talk, I’ll stand up and speak for 40 minutes at a conference without notes but I’m doing it with a virtual journey where I go through a particular route.

And in each place on the route, I’ve posted a picture, or a person, or an image of something which I want then to talk about. And I take that journey and I remember the items. The virtual journey is one of the techniques which I describe in the book and on my workshops.

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

Paul Sloane
Well, there’s a couple piece of advice I would give to people, to your listeners, and a powerful piece of advice which I wish I’d known sooner. Here’s one, and this is a phrase which you can use to get people to like you, and it works. It works with any person at any level in the organization. You’ll get your boss to like you, you’ll get your coworkers to like you, you’ll get your kids to like you, you get your partner to like you. And this is the magic phrase. Are you ready?

Pete Mockaitis
Yes.

Paul Sloane
What you say is, “What I really like about you is…” Now, even if there’s 10 things you don’t like about your boss, there’s something about him or her that you like. You have to admit they’re really good at this. So, you say, “What I really like about you, Peter, is you’re always clear and to the point,” or whatever it is.

People like to be praised, and you can always find something good about anybody. So, if you say that, it’s demonstrated that people’s opinion of you goes up. They like you more. They’re softened to you. They’re warm to you. So, the next time you’re with somebody and you want to just improve your relationship, say honestly, and you can always do this sincerely because there’s always something about somebody, no matter how strange or odd they are, there’s always something about them that they’re good at.

And say, “What I really like about you is X.” So, that’s one tip I would give you. Another tip I would give, if you’re a manager, and this is so powerful, it’s wonderful, I was taught this on at one stage and it made a big difference, and it works for a manager, in particular, but it will also work for anybody. If you’re manager, you take your staff one by one, and you sit down with them, and you say, “I’m going to ask you two questions and I want you to give me honest answers here.” And they say, “Yes, fine. I’ll do that, boss.”

And you say, “Here’s the first question. What am I good at?” And, typically, they’ll tell you what you’re good at, “You’re very clear and you’re very decisive, and so, and so, and so.” And then the follow-up question, which is the key question, you say, “Where could I improve?” and then you shut up and listen. And you can’t disagree with them. You can’t say, “No, you’re wrong.” You could say, “Give me an example. Give me a for instance,” but you listen and you say thank you.

And because you’ve asked them the first question, what you’re good at, then it enables to answer the second question. If you start with the second question, it doesn’t work because they’re inhibited from giving you any criticism. People don’t like criticism. But because you’ve asked the first, they can balance it by saying, “Well, an area you could improve is X, Y, Z.” If you it with all your people and they come up with similar areas you can improve, you’ve learned something very, very valuable because you’ve seen something about yourself that, otherwise, you would never see.

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

Paul Sloane
Peter Drucker said this, and I sometimes open my talks with this. He said, “Every organization must prepare for the abandonment of everything it does.” And he said this way back in the 1960s or ‘70s, and he didn’t say every organization has to improve or have to change a bit. He said, “Every organization must be prepared to abandon everything it does.” And that is so powerful, I think, and so challenging for many people to take that on board, that I think that’s a very, very powerful quote.

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

Paul Sloane
Well, I would say Clayton Christensen’s The Innovator’s Dilemma, and the research he did there is very powerful, which shows how leading companies miss innovation because they are so committed to their existing methods and their existing customers. And he brings forth a lot of evidence to support that in his book.

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

Paul Sloane
I would say de Bono’s Six Thinking Hats is one of my favorite management tools because it forces you to consider a proposition from several different perspectives, six different perspectives, it’s with the six hats. And it overcomes the big problem we have in meetings, which is “I like my idea. I don’t like your idea,” and the “I am right, you are wrong” thinking.

And with de Bono’s “Six Thinking Hats,” everyone is forced to look at the thing, the proposition, from six different perspectives, including the yellow hat where everyone has to say what’s good about the idea. Even if you think it’s a lousy idea and it comes from your worst enemy in the whole organization, you have to say, “Well, it would do this. I have to admit, this is a benefit we’d get from it.”

And then the black hat, where even if it’s your idea and you love it, and you think it’s a great idea, you have to find fault with it, and you say, “Well, one drawback or one danger would be this,” and everyone has to wear the same hat at the same time. And as a thinking tool and a management tool, and a tool for improving decisions in meetings, it’s immensely powerful.

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

Paul Sloane
One of my favorites is “Implementing best practice is copying yesterday. Innovation is inventing tomorrow.” That’s one of mine. “Beware of successes. It’s a terrible teacher” is another one. I would say, “Ideas are the lifeblood of the organization. Don’t be the clot who blocks the flow of ideas.” And there are many people who block ideas and say no to ideas very quickly because most really clever original ideas sound crazy when they’re first articulated. So, there you are, three.

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

Paul Sloane
Well, I’m on Twitter @PaulSloane. I’m on LinkedIn, you can find me, Paul Sloane. My website is DestinationInnovation.com. And if you just type in DestinationInnovation.com or Paul Sloane TEDx, you’ll see my TEDx Talk, and I’m on Amazon as well, of course, so you can find my books on Amazon.com or any other Amazon.

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

Paul Sloane
Well, I would share with you the best piece of leadership advice I ever got, and this is so powerful. This is worth the price of admission on its own. This is just seven words and it’s really, really important for leaders but it also applies at other levels of the organization but particularly for leaders. And it goes like this, “Only do what only you can do.”

There are certain things that only the leader can do. Only the leader can praise people in the group, only the leader can hire new people, only the leader can work on strategy and direction. And there’s lots of other things which, as a leader, I was spending time on – firefighting and fixing problems, and things I should’ve delegated, and things I should’ve just ignored, and focus on the leadership tasks only.

And if you focus on the things that only you can do, then they’re the most important things that you should be focused on. So, only do what only you can do. And that applies whether you’re an artist, a musician, a creator, anything else, but particularly if you’re a leader.

Pete Mockaitis
All right. Paul, thank you for this. I wish you much fun and brilliant thoughts.

Paul Sloane
Pete, I’ve enjoyed it, and we could go chatting forever but, yeah, I really enjoyed it.

900: Six Mindsets For Thriving in Uncertain Times with Charles Conn

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Charles Conn shares how to be strategic and make breakthroughs when things are uncertain.

You’ll Learn:

  1. How talented people unknowingly self-sabotage
  2. The simple question that leads to clever breakthroughs
  3. How to communicate your ideas so people will care

About Charles

Charles Conn is an investor, environmentalist, and entrepreneur. He is co-founder of Monograph, a venture firm, and was previously CEO of the Rhodes Trust in Oxford. He is Board Chair of Patagonia and sits on The Nature Conservancy European Council. He was founding CEO of Ticketmaster-Citysearch, and was a partner at McKinsey & Company.  He is a graduate of Harvard, Oxford and Boston Universities.

He is co-author with Robert McLean of Bulletproof Problem Solving: The One Skill That Changes Everything, published with Wiley in 2019, a best-seller now in six languages, and The Imperfectionists: Strategic Mindsets for Uncertain Times, 2023.

Resources Mentioned

Charles Conn Interview Transcript

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

Charles Conn
It’s great to be here, Pete. Thanks for having me.

Pete Mockaitis
Well, I’m excited to dig into your wisdom and the book, The Imperfectionists: Strategic Mindsets for Uncertain Times and general problem-solving wisdom you have to share with us but, first, I’m curious, so you’re the board chair of Patagonia. I’m imagining that you’re an outdoorsy person then. Is this fair to say?

Charles Conn
Yeah, my big passion is to spend time outside.

Pete Mockaitis
Are there any particularly memorable tales of outdoor adventures that leap to mind?

Charles Conn
Yeah, I have explored on several occasions the very upper regions of the Skeena River in British Columbia which runs almost the entire length of the province, and goes from these incredibly beautiful mountains, all the way down to the sea. That one is deep in my heart.

Pete Mockaitis
That’s beautiful. And have you ever had any brushes, close encounters with death in your adventures?

Charles Conn
Yes, on several occasions, once involving a landslide and also, in northern Canada, this time on a lake called Mistassini in northern Quebec, and a couple times in boats.

Pete Mockaitis
Hotdog. And what does that do for you, like, internally and how you view the world and your priorities?

Charles Conn
That’s a good question. I think it sharpens you up on what’s important and makes you focus on not all the little things that are the day-to-day but on the bigger things that actually matter.

Pete Mockaitis
Well, I think we’re talking about something that matters a whole heck of a lot in terms of strategic mindsets and problem-solving. Could you kick us off by sharing a particularly surprising or counterintuitive discovery you’ve made about mindsets and problem-solving and such while putting together The Imperfectionists?

Charles Conn
I think perhaps the one that’s hardest for people to get their own heads around is to be comfortable with the idea of collective intelligence or outsourcing wisdom, whether that’s outsourcing it to ancient wisdom, or outsourcing it to artificial intelligence swarms. It’s very hard for people to think that they don’t have everything inside themselves. But, of course, we don’t and we can’t.

Pete Mockaitis
Well, now, what I find counterintuitive is that people find that counterintuitive, that’s so meta. Maybe I’m humble or just a dummy but I’m thinking, “Of course, I don’t have the answers.” And, in a way, that’s kind of a relief. I’m not on the hook, on the spot, expected to. Can you dig into this mindset a little bit?

Charles Conn
Yeah, I think what happens in big organizations, and you’ve worked for fancy consulting organizations, people, over time, sort of overcome that natural humility that you just described and begin to think that their organizations can do remarkable things. And it’s that idea that… you remember Enron, they thought they were the smartest guys in the room.

And that kind of idea, like the arrogance of thinking, “We’re the smartest guys in the room, and, therefore, all of the pieces of the solutions to the problems that we’re trying to solve can be found here,” is a fundamental delusion that especially talented people tell themselves.

Pete Mockaitis
Okay. Well, good to know that that is widespread. And I guess that kind of hits me interestingly because I’m thinking about, boy, there was a quote. I got to get this guy on the show. I think he was in the Bush cabinet, he said, “Some people are more certain of everything than I am of anything.” That is exactly how I feel all the time because people will say things with such definitive language and tone of voice and use the word obviously, it’s like, “Oh, it’s obvious.”

And I was like, “I don’t know. I’m not so sure that that’s the case.” And, occasionally, they’re just dead wrong. And so, I’ve sort of had to, in my mind, mentally attach a disclaimer to all things being shared in general casual conversation.

Charles Conn
And don’t you find, as we get older, that instinct to humility should get stronger and often it doesn’t?

Pete Mockaitis
Well, I think so.

Charles Conn
And that’s what makes someone boring, right, that they’re confident that they know everything there is to know and they’re not open to new mindsets and new ways of seeing things, new lenses.

Pete Mockaitis
Certainly. And I think about just how many times I’ve been dead wrong about things, so it’s, like, I have evidence to suggest that it’s quite probable that I may be mistaken about something, especially with my first impressions pre-research.

Charles Conn
When we’re young, we often have that kind of confidence, never in doubt, occasionally correct. Hopefully, the world gives us the evidence that you just described. Usually, it does.

Pete Mockaitis
All right. Okay, so there’s something surprising that popped up. Could we maybe zoom out and hear kind of the big picture or the thesis behind the book The Imperfectionists: Strategic Mindsets for Uncertain Times?

Charles Conn
Yes. So, here’s 30,000 feet on it. There’s always this sense that the world’s getting faster and faster, and now it really is. There’s objective evidence with the amount of new data that’s being produced every day, the impact of artificial intelligence, computational biology, robotics. It’s a blur. And no young people today can look at their parents or their grandparents’ careers and think, “I will have something like that.”

This idea that you could gather a body of knowledge, in high school or university, and then put that to work over 40 years, if it ever really did hold, certainly doesn’t hold now. And that creates a feeling of anxiety and anomie, and you see this a lot in young people. There’s an epidemic of anxiety and also depression because of that sense that we’re unmoored.

And my sense is that, instead of looking for perfection so that we know all of the moving parts and we can confidently solve the problems in our lives, that we should actually let go of that idea, and we should lean into the risk and uncertainty that the world is delivering up to us by using some mindsets that actually tame that or make sense of it for us. So, that’s the 30,000 feet of what the book is about.

Pete Mockaitis
Okay. Well, there’s so much great stuff to dig into here. So, let’s hear about the anxiety and depression coming from a sense of being unmoored. Can you expand on that?

Charles Conn
Yeah, I think the way we’re all taught to think about our lives, and companies are taught to think about strategies, to think that there’s a structure out there that you can understand, markets have structures, lives have structures, and that there are agents that operate within this structure. And if you do some thinking about what their incentives are, you can actually deduce what the right strategy for you is. That’s a very standard model of strategy sometimes called structure conduct.

And I think the world that we operate in now, that structure is changing so quickly that understanding the rules or dynamics of how agents will behave in those fluid structures has diminished or gone out the window. And that leaves many people who are looking for structure conduct rules feeling anomie. And in the businesses that we all operate in today, compared to the past, you don’t even know who the disruptive entrant is going to be to your nonprofit or to your business. Maybe one of these super competitors like an Apple or an Amazon who you don’t even think of as operating in your sphere.

And I think that creates a kind of a feeling of uncertainty in a world that’s changing quickly that makes many people freeze, paralyzed, or makes other people leap before they look, both of which are pathological responses to uncertainty.

Pete Mockaitis
Okay. And just a definition check for anomie. What does this word mean?

Charles Conn
So, anomie is this sister to entropy, the idea that we’re lost in a world where there’s no meaning and no touchpoints or milestones.

Pete Mockaitis
And so, I can see how depression or anxiety, might be in the sense of, ‘Oh, this is solvable but I just can’t so I guess I’m no good” is one direction versus anxiety, like, “Ahh, there’s nothing to hold on to.”

Charles Conn
“I don’t know what to do.”

Pete Mockaitis
And it’s freaky. Okay.

Charles Conn
Exactly.

Pete Mockaitis
And so then, you say if we let go of this notion and that there are structures, this is solvable, etc., that we can feel liberated from that.

Charles Conn
That’s right. It doesn’t mean we just sort of lean into anomie. It means we actually have some tools that are well within our capabilities to make sense of this faster-moving world. The fact that we don’t have simple structure in conduct doesn’t mean there isn’t structure in content. We can actually learn the game that’s being played. It’s just the rules are changing and it’s unfolding quickly so we need an orientation toward uncertainty and change, which helps us gather information to make good decisions and to be successful even when things are changing quickly.

Pete Mockaitis
Okay. Well, so this sounds super beneficial, we can let go of some of that anxiety and depression. And what are some of the other benefits associated with mastering these skills and mindsets?

Charles Conn
So, I think you said mastery, and I think a feeling of mastery, even in a world when things are changing, a feeling, a quiet confidence that even when things are changing, you can actually chart a course that makes sense, not a course without mistakes because mistakes and learning from mistakes are a critical part of this framework for getting comfortable operating in this world of change.

Pete Mockaitis
Okay. And could you share a cool maybe case study of someone who felt some of these challenges and adopted some new approaches and saw cool results?

Charles Conn
So, I think the very most important mindset will sound incredibly obvious but I think it’s actually really profound, which is curiosity. Humans are pattern recognizers when we’re young. We look for patterns that help us make sense of the world. And then, as we get older, we become pattern imposers so that we can make sense of confusing things.

The problem with pattern imposition is we often get it wrong. This is what Daniel Kahneman wrote about when he wrote about all the cognitive errors that humans do in Thinking, Fast and Slow. If we can stay curious even as we get older, we can actually be open to learning in this world that’s going faster and faster. And I’ll give you two little case studies.

One is Nespresso. So, everybody knows what Nespresso is. It was created by Nestle, which is one of the world’s biggest food companies, the biggest producers of coffee. Nestle had a young engineer, his name was Eric Favre, and he happened to be with his wife visiting Rome. And he was standing there thinking he wanted a coffee, and he noticed that there were a whole bunch of coffee shops in Rome, and only one of them had a queue out the door.

And instead of thinking, “Well, I don’t want to stand in that queue. I got to go with this one,” he said, “I wonder what’s going on here? Why are people queueing outside the door?” And the name of the coffee shop was Sant’Eustachio, so he waited in the queue, and he went inside. And there was this whole barista in there called Eugenio. And he thought the machine was broken so he was pumping the espresso machine and putting extra bars of pressure into everybody’s coffee.

And the result was this incredible thick crema on the top of everybody’s coffee, and that’s why people were waiting. And Favre’s curiosity didn’t stop there. He obviously enjoyed the coffee, but he went away and he thought, “I wonder how we can make that, give people that experience, that actual experience of being in a Roman coffee shop in their home?”

And he tinkered and experimented, he was actually a rocket scientist, and he figured out how to create pressure via the machine, what we now think of as a Nespresso machine and a Nespresso capsule, so that you can produce that wonderful thick crema in your coffee at home. It took eight years to do it. Nestle gave him the time and the space to do it, and he created a business that does about 10 billion a year in revenue, all from curiosity.

Pete Mockaitis
Absolutely. And I think that line, that really is where the rubber meets the road when it comes to curiosity. It’s like, “Are you impatient, in a rush, need to do what’s latest and loudest and now, now, now? Or are you like, ‘Hmm, what’s that about? It’s going to take more time and maybe be kind of annoying but let’s go with it, see what happens here’?”

Charles Conn
Right. And in this world, this feeling of anxiety that we’ve got to just to keep our nose at the coal phase, we often let those experiences pass by, and those are the experiences that give us insights that actually give us that feeling of mastery and confidence when things are changing quickly.

Pete Mockaitis
Okay. And so then, when it comes to the mindset of curiosity, what do we do with that sort of actionably, “Just be more curious”?

Charles Conn
Well, yeah, so that doesn’t sound right but the truth is we can put it into practice by stopping to notice. And that thing, as kids, we always ask the question “Why?” In fact, there’s all this research, kids ask something like a hundred questions an hour. It’s incredible. And what they’re doing is trying to find patterns that make sense.

And when they eventually learn how to tie a shoelace with a double bow, that problem is solved and they become a pattern imposer after that, “This is how we tie a shoe,” they learned an experiment of how to tie their shoe. How can you leave open that childlike way of asking why. Eric Favre stood there on the cobblestones of Rome, and asked, “Why?” And I do think curiosity can be as encouraging, or spurring curiosity can start with putting questions when we see phenomenon that we don’t immediately impose a pattern on.

Pete Mockaitis
And so, we just ask why about anything and everything that pops on up.

Charles Conn
Everything, especially stuff that’s anomalous. So, we tend to look at things that are anomalous, and we put them into the bucket of not an important datapoint because it doesn’t confirm something that we wanted to confirm or that’s natural to confirm. Or, we bucket it very quickly into, “I guess they’re short a barista there, and that’s why there’s a queue.” We use the wrong framing because, and you said it, we’re impatient creatures.

Pete Mockaitis
And so, once we ask why, I guess then the next step is to try to see what’s going on.

Charles Conn
Yeah. Another great case study, which I wouldn’t go into in detail, is how instant photography was invented. Edwin Land, now a famous chemist, was walking around Sante Fe, New Mexico, with his daughter, and he was taking pictures with his conventional film camera. And his little daughter, Jennifer, pulled on his sleeve, and said, “Let me see the picture, daddy.” And he knelt down and he said, “Oh, well, that doesn’t work because we’re exposing a film emulsion to light, then we send that to the drugstore.”

And he stopped himself, and he realized, like, “No, why can’t we see the picture?” And it was his curiosity, instead of just brushing his daughter off, that led him to spend the rest of the day walking around Santa Fe, thinking, “I wonder if I could make the pictures appear instantly.” And he was working with a patent attorney that night, that very night, to develop what we think of as the Polaroid instamatic camera.

Pete Mockaitis
That’s cool. Okay. So, we got curiosity. What’s next?

Charles Conn
So, the next one, I think, is really important. It’s kind of a sister idea is one we call occurrent behavior. Occurrent behavior means what actually happens in the world as opposed to what you wish would happen or think will happen, and for us it means an experimentalist approach. You can see why that’s a cousin to curiosity.

It means instead of accepting existing datasets, you actually create your own data. When you were a Bain consultant, and I was a BCG consultant, one of the first things that they tell you when you started a new piece of work or study or a case, it’s called different things in different places, is you’d look out for the existing datasets that you could purchase or rent so that you can begin to immediately draw insights, but everybody has access to those purchasable datasets, and they don’t represent whatever current reality is because they were collected before.

And an experimentalist or a current behavior mindset says, “I wonder if we can test or taste the market ourselves,” and you can do this in any part of your life, rather than accepting what exists to see if you can generate your own perspective. So, occurrent behavior is trying it. And I think we think of that a lot when we think of internet companies.

So, in internet companies, we think, “Oh, you can just try interface B or interface A, and you can see which one generates more traffic or more revenue.” But you can do this kind of thinking in any business. One of my favorite crazy examples is SpaceX. Whether you’re a fan of Elon Musk or not, what he’s done in only 15 or 20 years with SpaceX is incredible. You had NASA for 60 years sending parcels into space, including people, and during that entire time, they didn’t drive down the cost curve.

In a period of only 15 years, because he was willing to relentlessly experiment, going from sending three or four missions into space a year, which is what NASA was doing, to sending 15 or 20 missions into space a year, which is what SpaceX has been doing, and each time trying something new, including using technologies from the automotive industry, like heat shielding, using innovations like using a basket or a net to catch the nose cone, which is an expensive part that you might otherwise lose, they’ve been able to drive down the cost curve by about 95%, so cutting the cost of sending a kilogram into space from 50,000 to just over 2,000.

It’s remarkable. And it shows that even in the ultimate of heavy industries, experimentation can lead remarkable results.

Pete Mockaitis
That’s good. And when you say experimentation, I’m thinking SpaceX, they’ve had a number of things explode, and I guess that’s part of it.

Charles Conn
Right. And I think this is part of imperfection. Obviously, unplanned disassembly, which I think was the term that they used in a hundred-million-dollar mission is an extreme example of what sometimes comes at a cost. Experiments come with a cost. But there were 20 different things, according to the commentary by SpaceX at the time, that they were trying to experiment with in that launch, and that they learned from, and that they’ll improve from.

In any of human enterprise with relative low cost, in this case, it was relatively high cost, we can generate new data that gives us a better sense for how the world is actually unfolding.

Pete Mockaitis
Well, this is sparking some cool connections. We had Suneel Gupta on the show talking about being backable, and he said one thing that makes you phenomenally persuasive is you have an earned secret. It’s, like, you know something that other folks don’t know, and one of the best ways to do it is just do those experiments.

And then it speaks to fundamental problem-solving process, whether we’re in uncertain times or not so uncertain environments, just that hypothesis-driven thinking approach that we’re into in consulting, is so huge. It’s like, “What must be true for this to be a good move or workout? And then how do we test that?”

And so, just for funsies, could you share with us a couple really cool examples of means of experimenting and testing that are accessible to the typical professional in the midst of problems they bump into?

Charles Conn
So, one is an old story from some friends of mine in McKinsey, which is another firm that I worked at, who were trying to solve a really difficult problem when they were working with the Federal Reserve, which is, “How do you count money?” And this is in the days before counting machines, so in the late ‘70s, they were actually counting money by hand, and they would double and triple count the big bundles of hundred-dollar bills and twenty-dollar bills, if you can believe it, and they thought that that was a far more accurate approach than any other approach.

And one of these clever consultants said, “Hmm, seems like a slow and error-prone approach,” because they would often do tests and find that the counts were off, “Why don’t we weigh the money?” which was a crazy idea. But with a very accurate scale and money at a particular humidity, so specific gravity, weighing is much more accurate than counting, and they were able to demonstrate that.

And I think that’s just one of those really cool little examples, which is exploring your curiosity by doing a mini experiment, in this case, weighing the money, led to kind of a breakthrough how the Federal Reserve thought about counting money. Later on, that was bypassed by great counting machines, but I just think that’s one beautiful example.

Pete Mockaitis
That’s fun and it reminds me of my favorite TV show ever, Breaking Bad, in which they all have to weigh the money, the stacks of it in the storage facility.

Charles Conn
Oh, dear, yes.

Pete Mockaitis
That is a good one. I’d also love your take on experiments about if we have to predict the future. And so, for example, one of my favorite encounters of one of my failures in using good hypothesis-driven thinking was I was exploring making an investment – this was back in the day – in a magazine that went to producers of TV and radio shows, because I wanted to sell a book and associated speaking services, but the price tag for that ad was sort of substantial for me at the time, and I was like, “Oh, is this going to work out?”

“At the end of the day, am I going to recoup more money than I invested in this thing?” And that’s all based on the responsiveness, both of the producers and the consumers listening or watching? I was like, “How can I even know?” And so, I went in the wrong direction, as a consultant, I was like, “Well, let’s just assume this, and this, and this, and this, and this, and make a spreadsheet.” I’m just making up numbers, and I was like, “Well, those numbers seem reasonable. Let’s go for it.”

And it was a total bust, I very much regret that investment. And then months later, I got a phone call from someone, who said, “Hey, Pete, I noticed your ad in this publication. Can you tell me how that worked out for you?” I was like, “Oh, not well, but what I should’ve done is what you’re doing. I had a whole content info of all these people who bought the ad and I could’ve just given them a ring, and say, ‘Hey, how did this work out for you?’ and then I would’ve known and saved some money.”

Charles Conn
And that’s one of those great problem-solving techniques, which is called Occam’s razor, which is a 15th century idea, which is the best solution to the problem is usually one that requires the least assumptions. And you could’ve started with that approach, which is the simplest one right in front of our nose.

And we often, especially clever people, and I think that’s what’s amazing here, is that these techniques are not to help ordinary people behave like clever people. These are techniques that help clever people even more because we’re the worst pattern imposers, the people who are very confident about their abilities.

Pete Mockaitis
Yeah, Occam’s razor or with this book, I think it was called Obvious Adams, the idea was, “Hey, just do the obvious thing in business and it will take you really far,” which, in some ways, is I think is best about AI. And there was a Wall Street Journal article about AI coming up with creative business ideas more so than ten MBAs.

I’m a little skeptical but, either way, I’ve heard elsewhere, it said that AI tends to give you the most obvious answer because it’s like picking the words that are next to other words around this thing, large language models. But that in of itself is super helpful, it’s like, “Oh, yeah, let’s do that obvious thing. That’s pretty handy. Let’s go ahead and do that.”

Charles Conn
I think that’s right. Basic large language models that are trained on the internet, which is the junkyard of HTML that is the internet, are likely to give pretty obvious and not creative solutions. I do think AI trained on better databases, and particularly the kind of underlying databases, can actually generate surprising and sometimes creative outcomes because it isn’t looking to impose a particular pattern. It isn’t working with a set of assumptions the way you and I often do.

Pete Mockaitis
All right. Okay. Charles, well, we talked about curiosity, occurrent behavior, experiments. Is there another key mindset or piece we should dig into?

Charles Conn
So, the other mindset that we think is really powerful, we call dragonfly eye. And the analogy of the dragonfly eye is because they have these incredible compound eyes that have all these different lenses, more than 30,000 lenses, and a couple of different types of receptors that allow them to see almost 360, and also allow them to see spectra of light that no human can see.

We don’t really know how that insect experiences the world but we like this idea, when you’re problem-solving, of making sure to test different perspectives than your own. And sometimes people will call that perspective-taking, so maybe that would be a simpler way of putting it. When you’re solving a problem, remember to step out of your shoes because your shoes are the shoes of the organization that you’re working in, and your particular set of beliefs about how your organization competes in the world.

So, what we’d encourage people to do is see the problem through the eyes of others. So, that might be your suppliers, it might be your employees, it might be from one of your existing competitors, or it might be a perspective like an incipient or potential competitor, and we think that’s a particularly useful lens. So, trying your problem on through the perspective of others, which is a relatively straightforward thing to do, you can workshop this, gives you insights that other people just don’t have. And I’ll give you an example, this one that I love, and done by a friend of mine, is Invisalign.

So, you’re familiar with Invisalign, which are these clear braces that have just taken the orthodontic world by storm over the last 20 years or so. Were those invented by an orthodontist?

Pete Mockaitis
I’m guessing not, but I don’t actually know. Lay it on us, Charles.

Charles Conn
You got it. So, why not? There had been various forms of braces around since actually the time of the pharaohs but the kind of metal tracks that we have today have been around for something like 70 or 80 years. Why is it that orthodontists who get paid so much money to put those tracks on didn’t think of these clear progressive teeth corrections that Invisalign thought of?

It was thought of by two students at Stanford Business School. One of them was a kid who didn’t have the money to get braces until he was in his mid-20s, actually at business school. He was noticing how awkward it felt to have braces as a mid-20s person. He also noticed that, when he got his braces off, that if he forgot to put his retainer in for a couple of days, when he put it in, it hurt, and then it stopped hurting.

And what he noticed, therefore, was that his retainers were also moving his teeth, and he and his colleague, who’s called Kelsey Wirth, thought, “Huh, I wonder if you could do 3D printing, using a hard clear plastic like this retainer, that would move people’s teeth just like the ugly braces do.” They were taking the perspective of a brace patient, or braces user, not the perspective of an orthodontist who was just looking for the technical teeth correction.

With a different lens, they ended up creating a business, a very difficult to do because no one wanted to support them in dentistry, but eventually they got a school of dentistry to help them do the engineering. They got some engineers at Stanford to help them do the 3D printing, and they created a business that’s worth $20 billion market capitalization today, and have totally democratized orthodontics. It used to be just a small group of people who made that money. Now, any dentist can fit it.

So, I think it’s an incredible insight. It came from seeing things through a different perspective that other people didn’t think, and it’s one of the most powerful ways that you can improve your own life, which is to stop and see things through a different perspective.

Pete Mockaitis
So, I get with the Invisalign story that it was an atypical perspective that we wouldn’t expect it to come from. And so, in practice, if we’re trying to take other’s perspectives, how do you recommend we do it? We just ask, “Hey, any ideas for how to correct teeth?” Or what’s the process?

Charles Conn
I love workshops and maybe you do, too. I love getting people in a room. One of the most powerful things you can ever do is get your customers in a room. Never understand why people don’t do that, and whether you work in a nonprofit or for-profit organization, you can bring the people into the room who you’re trying to provide services to, and ask them, “How do you see my product?” and listen to what they’re saying.

Now, sometimes that doesn’t work when the products super breakthrough. In this case, they wouldn’t have told you that they wanted Invisalign. What they would’ve told you is how awkward they felt getting braces, how painful it was getting braces, how they couldn’t wait to get their braces off. So, imagine the original Sony Walkman. A focused group wouldn’t have created the Sony Walkman, they didn’t have it in their minds to do so.

But asking people how they wanted to consume their music, which was increasingly mobile, actually could’ve created the Sony Walkman. And I think that’s the kind of insight that comes from stepping outside your own pattern imposition framework, and thinking about whatever the problem is from the eyes of others.

Pete Mockaitis
I think that’s well said there. What is the Henry Ford quote – “If we ask the customers what they wanted, they’d say they wanted faster carriages,” or something like that. And so, some would say, “Oh, well, customers don’t know. You’ve got to figure it out for them.” But I think that what you’re saying is, within that, it’s like, “Well, you’re getting at something. If the customers say that, then, well, that can spark some things to go forth and innovate.”

Charles Conn
Customers know their pain points and customers know their druthers even if they couldn’t conceptualize the Walkman or Invisalign. So, I’ll give you one more example. The biggest player in cloud computing isn’t IBM, and it’s not Microsoft. Why? Because they didn’t get the idea first. Someone else got it first. And the people who got it first was Andy Jassy at Amazon, and he got it first because he saw something they were doing internally for their own computing power.

And he realized, “What if we could offer this by the minute or by the byte instead of having people have to create their own server farms? What if we rent this capacity?” And, of course, that’s where the idea of cloud computing came from. He saw things through a different perspective. They developed something internally, and then he thought, “Huh, I wonder if there’s a business here?”

Pete Mockaitis
And that’s exactly what happened with me, as well with podcast production. So, that’s cool. All right. Well, then can you give us some views on when it comes to the notion of being an imperfectionist, or embracing imperfectionism? Can you talk to us maybe a bit about the emotional hang ups? Or how do we make that journey, so it’s like, “Oh, yeah, now I’m just totally cool making lots of mistakes, and being totally imperfect”? That could be quite a leap for some.

Charles Conn
Yes. So, I think the overarching mindset is imperfection or imperfectionism, and that really brings together all of the mindsets, two we haven’t talked about, or we talked about briefly, collective intelligence and show and tell, together with the ones that we have talked about. The overarching idea is to go ahead and lean into risks, and I think this is the emotional thing that causes people either to freeze, “I better wait till things are more stable,” or to just like, “Ahh, jump,” and you could look at Elon Musk’s purchase of Twitter, and think, “Hmm, he probably should’ve thought about that a little harder.”

I think the way to get over the emotional either paralysis or impetuousness is to think about what things you can do – so curiosity, dragonfly perspective-taking, or experimentation – that you can do that are relatively quick, relatively low cost, and relatively low consequence when it goes wrong.

So, if you had those three things, “I can get feedback quickly, it doesn’t cost me too much to make this experiment, and the consequences of it going wrong are relatively modest, I can lean in and learn more about the game that’s being played, see the structure,” and, again, we can’t count on some historical structure, “see the structure that’s in the current game, and look at the behavior of the players that’s in the current game. That gives me information and allows me to be more confident about my next step even if what I did originally has some failures in it.”

I’ll give you an example because it’s always better to bring things to life, and it’s another Amazon example. So, Amazon is now a big player in what we call consumer financial services. They have something like a 24% share of all the transactions that occur online because people use Amazon Pay even when they’re not on the Amazon site. How did that happen?

Well, did Amazon use its giant balance sheet to buy a huge bank or consumer finance company? Nope, they didn’t. Well, why? So, what they did instead is, starting around 2008, they made a couple of little investments in fintech companies, they hired a team from a failed fintech company, they tried to build their own version of what was then called Square, which was a little payment device, which is now called Cube, and they bought some IP.

Almost all of those specific steps that I’ve just described ended in failure, meaning they no longer exist today, but each of those things built their understanding, built their skillset because they brought in people, and built their capabilities, ultimately, to become a competitor. And that allowed them to climb kind of an invisible staircase to be competent enough to begin to do the things in consumer financial services that they’re now known for, ultimately including an Amazon credit card and Amazon Pay. They did small low-consequence steps that, when apparently failed, actually helped build their capabilities and their confidence to become a real competitor in the space.

Pete Mockaitis
That’s great. Well, Charles, I really geek out at all the stuff. I love problem-solving and decision-making stuff. I think it’s just massively leveraged powerful skill that makes a world of difference in terms of if there’s a thing to learn, or to really invest in, it’s probably this and several organizations said, it’s like, the top skill for the decade or century that we’re in.

What I find interesting and intriguing is that sometimes in episodes where we’ve covered this, I see the data that my dear listeners aren’t as jazzed about this as I am, or so it seems, in terms of, “Huh, I thought this was one of the most killer episodes ever,” and then the download and engagement numbers are, like, modest, like, “Oh, yeah, it’s all right.”

And so, I scratch my head a little bit, but my leading hypothesis is that people say, “Well, yeah, I know I got tons of problems solved. I got lots of answers, and it doesn’t seem to go anywhere when I share them with my collaborators and colleagues in the organization.” So, I’d love to hear, you got Chapter 6: Show and Tell, Storytelling to Compel Action, what are your pro tips for when we’ve got a great solution ready to pop into the world, make its debut? How do we lead other people on board with that?

Charles Conn
What a great segue and setup. Yeah, no matter how good a problem-solver you are, on your own, you won’t make any change in the world. And I think it’s almost an icon, the brilliant person laboring by themselves without recognition or understanding, and I think that exists for a reason, which is the independence that allows some people to come up with brilliant ideas and solutions that are out of the norm doesn’t necessarily make them compelling to others.

And we love to go back to this very simple concept you did as a kid, probably in kindergarten or first grade, which is show and tell. And the way to bring people on board with your idea is to, literally, think about, “How would I show and tell this?” And sometimes smart people think, “Well, I’m going to give them the data. I’m going to give them a graph that tells them what the output is.”

What we’ve learned is, in a world where there’s more and more data produced every day, in a world of polarization that we live in today, that people don’t trust information the way they used to anymore. So, to break through with your idea, is actually much more difficult than it’s ever been before. And the critical insight here is to speak to people’s hearts, not just their minds. So, when you construct your stories, think about what people’s values are.

And I’ll give you an example here, which is if you’re in the nature conservancy, you want people to change their behavior about how they interact with the natural world. You could do that just by pointing out that we’re destroying the world, the temperature is going up, and species are dying. But people often don’t pull their Subarus over to the side of the road and change their behavior unless you talk about something they really do care about, which is, for example, their kids.

And even people who have very different political perspectives love their kids, and you can use something like that as a common ground to begin to build the story for change, which people will actually sign up for. And one of the reasons The Nature Conservancy has been quite a successful conservation organization is that it has incentives when it comes to telling stories that speak not only to the facts but also to the values that people care about.

Pete Mockaitis
So, that story can sound like, “Don’t you want your children to be able to enjoy these beautiful spaces? Or you want them to not live shorter lives because of pollution?” like that sort of thing?

Charles Conn
Better yet a demonstration. Sure, what you just said makes sense but what about a demonstration? So, I’ll give you a physical demonstration done by The Nature Conservancy. They were trying to convince wealthy donors that they should invest in building shellfish reefs in estuary areas because estuaries are where fresh water comes out, but there’s often pollution in that fresh water. And when it gets mixed with the saltwater, this is where a lot of creatures grow up in estuaries. This is where we create some of the biggest environmental crises.

If you put in oyster reefs, for example, or rather shellfish reefs, those tiny creatures that are inside the shells actually are filter feeders, and they filter out a lot of the toxins and pollution that comes out of estuaries. What the Conservancy did in one famous presentation in Australia is they put 17 10-liter buckets at the back of the room stacked in a beautiful pyramid.

So, everyone came into the room, and the first thing they noticed is these 17 beautiful green buckets stacked in a pyramid. Even before they said anything, they had the audience’s attention, the philanthropists’ attention, “What’s going on here?” And they said, “Do you know that each oyster filters 170 liters of water a day and cleans that as much as those 17 10-liter buckets holds each day?”

And by using that physical demonstration and tying it in, again, with values that people cared about, clean water for their kids, that demonstration opened up people’s wallets in a way that a PowerPoint presentation never could.

Pete Mockaitis
And it’s fun, as I imagine the philanthropists, which I’ve done on a very tiny scale, is you get excited, like, “Wait, one oyster and all that water? Well, that sounds just like a kill on return on investment. Where do I write the check?”

Charles Conn
Exactly. So, here’s another example. Richard Feynman, he’s speaking before the Space Shuttle Disaster panel, and he thinks that the problem is with the O-rings because the launch was done at a low temperature. And he could’ve presented a table of data showing that O-rings fail at lower temperatures, which is true. What did he do? He had a glass of ice water on the desk in front of him, and an O-ring in his pocket.

He took out the O-ring, held it in the water with a little clamp that he purchased at the hardware store next door, and then he twisted the O-ring to show that it deformed and then cracked at that lower temperature, the temperature of ice water. Well, no one will ever forget his testimony. Even though he had a Nobel Prize and could’ve used all kinds of data, what he did was a short demonstration that grabbed people.

And if you want your ideas, after you’ve done your clever problem-solving, if you want your ideas to have currency, if you want your ideas to break through in the world that’s a blizzard of ideas, think about how you would do show and tell.

Pete Mockaitis
I love it. Well, if you could just give us a few rapid-fire bullets of examples. So, we’ve got the ice water O-rings. We’ve got the big buckets of water. What are some other ways that we show stuff visually that’s powerful?

Charles Conn
Well, there are some famous graphics in history that I always go back to. So, you know that there’s a famous nurse called Nightingale, Florence Nightingale. Very few people realize that Nightingale was also one of the best statisticians of her day, and she drew this thing that’s now sometimes called a rose crescent diagram to show the impact of, basically, the filthy conditions during the Crimean War in the middle 1800s.

And she showed that way more soldiers were dying from the bacterial infection of their wounds, or bad water, than were actually dying from bullets. And she did that by showing this amazing graphic that’s famous to this day, that grabbed everybody’s attention. She could’ve written 150-page or 250-page finding but that single graph convinced the British military that they needed to upgrade the public health facilities that were in the hospitals in Crimea, which eventually led, by the way, to a public health revolution back in the home country, Britain, because Queen Victoria paid attention to what was going on in Crimea.

And we don’t know this for sure, but apparently met Florence Nightingale. That’s a person who figured out show and tell, and she changed the world. That’s how we get public health. Not just a nurse, someone who changed everything.

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

Charles Conn
Yes. So, I’ll give you one more, which I think, in the world we live in today, we talked about it very briefly at the beginning, but think about collective intelligence whenever you’re trying to solve a problem, and where you can outsource incredibly great ideas that will help you solve your problem. There are platforms like Kaggle which allow you to bring in other people’s ideas for a small amount of price money, maybe an AI algorithm, maybe an AI swarm.

The Nature Conservancy used that very effectively to create a program called FishFace that allows computer recognition aboard boats to identify which fish are endangered species and should be put back in the water, and which fish are okay to eat. They didn’t have that capability internally at The Nature Conservancy so they outsourced it for $150,000 price via Kaggle.

That’s just one of thousands of good ideas that come from bringing other people’s expertise inside your organization even when you’re full of clever people. And so, that would round out the six mindsets that I think will give people confidence that despite the pace of change, and all the terrible things that are happening in the world, that we can step into that risk and confidently navigate our way.

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

Charles Conn
Einstein is famous for saying if he had an hour to spend solving a problem, he’d spend 55 minutes thinking about the nature of the problem, and five minutes solving it. So, he was a predictably clever guy, I think we can all agree, but there’s so much benefit that comes from thinking through your problem from different perspectives before you run off and try your favorite technique. So, that’s one of my favorite quotes.

Pete Mockaitis
All right. And a favorite study or experiment or piece of research?

Charles Conn
Yeah, I think the research behind the book called The Selfish Gene, which was a book published by Richard Dawkins in the late ‘70s, is the most concise encapsulation of how evolution works, which is this powerful engine that’s behind everything in the world today, including how humans compete with each other.

Pete Mockaitis
All right. And a favorite book?

Charles Conn
I think my favorite book is probably E.O. Wilson’s Biodiversity which sort of naturally flows from the Dawkins book. Biodiversity comes from the impact of how evolution works.

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

Charles Conn
I actually love old-school woodworking tools. So, my personal favorite tool would be a woodworking plane. I think it’s amazing. They’ve been around for 3,000 years.

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

Charles Conn
Climb the stairs.

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

Charles Conn
Yeah, I think the thing that I’m hearing back now is around curiosity, which is people are thanking me for awakening them to their own curiosity and to the wellspring that comes from asking the question why.

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

Charles Conn
Yeah, so you can find me on LinkedIn, or you can find both the books I’ve published on LinkedIn, or you can find them on Amazon, or any other great booksellers. We also have a website which is called TheImperfectionist.org, or BulletproofProblemSolving.com.

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

Charles Conn
Yeah. So, don’t be afraid to lean into risks using relatively low cost, relatively reversible moves. You may make some mistakes but you’ll learn tons.

Pete Mockaitis
All right. Charles, thank you. This has been so fun. I wish you lots of fun problem-solving and imperfection results, and, yeah, thanks for taking the time.

Charles Conn
It’s been terrific. Thanks so much for having me, Pete.