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Creativity

565: How to Get Out of a Rut and into Your Flow with Jonah Sachs

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Jonah Sachs says: "Stop thinking of yourself as an expert. Start thinking of yourself as an explorer."

Jonah Sachs discusses how a simple shift in the way we think helps us achieve more.

You’ll Learn:

  1. Why the experts are often the most unreliable
  2. How to make any task more exciting and engaging
  3. How to turn anxiety into fuel for creativity

About Jonah

Jonah Sachs is an author, speaker and viral marketing pioneer. Jonah helped to create some of the world’s first, and still most heralded, digital social change campaigns. As co-founder of Free Range Studios, his work on Amnesty International’s blood diamonds viral film was seen by 20 million people and was delivered to every member of congress, helping drive the passage of the Clean Diamond Act.

He later helped to create “The Story of Stuff,” which, viewed by over 60 million people, marked a turning point in the fight to educate the public about the environmental and social impact of consumer goods. Jonah’s work and opinions have been featured in The New York Times, The Washington Post, CNN, FOX News, Sundance Film Festival, NPR. Sachs also pens a column for Fast Company, which named him one of today’s 50 most influential social innovators.

Resources mentioned in the show:

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

Jonah Sachs
Hey, thanks for having me, Pete. It’s great to be here.

Pete Mockaitis
Well, I’m really excited to dig into your wisdom. And you’ve got an interesting turn of a phrase – unsafe thinking. What does this mean?

Jonah Sachs
It’s just the idea that if the world is changing around us, our careers are changing around us, business is changing, that what once was safe, relying on what we once knew, what we’ve always done, what’s worked for us so far, is actually incredibly dangerous, that if the world changes we need to change with it. And so, trying to help people get out of that sense that they need to seek safety and really jump in in a smart way to unsafe thinking, which is about kind of breaking all your own rules.

Pete Mockaitis
Intriguing. Well, so that’s a fun phrase there because unsafe, we think, “Hey, safety is important. We don’t want to do anything that’s not safe.” But here you are advocating, “Unsafe thinking is what’s up.”

Jonah Sachs
Yeah, definitely. I’ve just had my own personal experience of running a business for 15 years that eventually I did sell. But going through this process of being on the wild cutting edge of viral video in the early 2000s, and then getting into that place that so many businesses get once they reach a certain level of success that so many people get to, which is you’re just trying to recreate what you did before. But the internet changes so fast, and every industry changes so fast these days, that that falling back on what you know what you know is just deadly. And it became deadly for my business. And so, I kind of took this quest to learn how to break through and to teach myself new ways to think.

Pete Mockaitis
All right. And so, can you share, specifically, you say it became deadly, how did that unfold?

Jonah Sachs
Yeah. So, I started this company called Free Range Studios when I was 22 years old with my best friend from high school, and we had no idea what we were doing basically. We were doing social change, advertising, and somebody once asked us, “Can you make an internet video?” We’d never seen an internet video before back in 2000 but we figured we’d give it a try. And I think that kind of beginner’s luck, that kind of just joy of doing what we love to do, really helped us break into an industry or start an industry in a way. We were getting 20, 40, 50 million views on some of these socially-conscious activism videos.

And then, as time went on, and we tried, more and more people were coming to us, saying, “Can you reproduce that video you make? Can you make me something like that?” We had 35 employees, we were trying to churn it out kind of like a factory. And what I was noticing first was, “Look, we need a lot more structure here. We need a lot more rules. We need a lot more ways of getting people to just do what we know works.” And the more rules I put in place and the more management consultants I worked with, the less fun everything became, and the less excitement there was in the work, and, frankly, the less creative the work was.

And I kept thinking, “All right. Well, how do I put better rules in place? Or how do I discipline people more to get them to just be creative?” And I realized at some moment when people started quitting, when I just looked at our work and I was like, “Yeah, this looks like the same stuff we were doing five years ago,” that all those rules and processes were actually getting in the way of creative breakthrough. And I didn’t know how to get out of it. It was actually a really difficult life moment for me. Really depressing and I doubted myself.

And so, I started reading neurobiology texts, social sciences, and asking how people that I really admired how they were able to break out of these ruts. And I found that almost everybody who was successful got to this point at some point, what makes them continue to be successful is they found a way to break out of it, and that’s what I was really after when I was doing the research for this book.

Pete Mockaitis
Well, speaking of research, I’d love it if you could share some of the most hard-hitting studies and numbers associated with the benefits of stepping out and doing some more unsafe thinking.

Jonah Sachs
Yeah, certainly. So, one of my favorites is they did a bunch of research on expertise, and they did kind of a broad study of about 20,000 expert predictions, and they found that the most vaunted experts over 10 years in each of their fields in business, in politics, in invention in business, were worse than dart-throwing monkeys at predicting what was going to happen in the future. So, they were worse than random chance at making predictions. And how could that be?

Well, they went a level deeper and they found that the more you were quoted on TV, the more social currency you had, the more likely you were to actually be even more wrong than your average expert. So, experts tend to be less accurate in making predictions than someone who’s just a complete beginner in many fields when the world is changing quickly around them. Not only that, the worst thing you can do is believe yourself to be an expert.

Once you believe you’re an expert, then you get even more stupid. So, in a couple of controlled studies, they showed that people who first said that they knew a lot about financial terms, primed themselves to then say that they knew what the meaning of fake financial terms were. So, they would ask them a bunch of terms, and say, “Are you familiar with all these terms?” And some of them were completely fake. The people who claimed that they knew more were the ones who were fooling themselves into believing and too proud to say, “Oh, I’ve never heard of that.”

So, basically, as we gain expertise, we gain also the ability to have impact in our field, and so we start to move up this curve of impact and quality. But at a certain point, most people start to go back down. It’s kind of an inverted U. And you get to the top of that U the minute you believe that you’ve become an expert.

And so, what I learned from that is that you have to break out of that sense that you know what you’re doing. You have to break out of that sense of clinging to what you bring to the table, what maybe people are paying you for, they’re looking for expertise so they’re paying you to have the answers. Really, in a world that’s changing quickly, you have to have more questions. And so, I looked for research on how that actually works. How do you actually break yourself out of that expert’s trap? And there’s a couple of things that do that.

One is kind of humiliating yourself, getting used to the idea of acting and showing yourself to be a beginner and to be an explorer rather than an expert. I tell the story of a CEO of a 56,000-person company. The company was going kind of down the tube when he was brought in. He knew he didn’t have the answers for it. He brought together 5,000 of his employees in an arena, and this is in India where kind of CEOs are known to be sort of emperors in a way or thought to be. And instead of giving his presentation, he started doing this Bollywood dance.

And he was kind of a heavy middle-aged guy, he’s sweating profusely, he’s a terrible dancer, and the arena is kind of rocking it but no one is dancing with him, and by the end, everyone is kind of laughing and wondering what’s going on, and he kind of just sits down and he starts to give the presentation. And he basically said, from that moment, he was able to pull himself down off that pedestal. He was able to admit that he didn’t have all the answers. He was actually asked by the employees then to go give the same presentation to everyone in the company.

So, when you do whatever you have to, to break that sense that you stand above, you start to break that expert’s trap. Other things you can do is engaging in fields where you know nothing. We’re so specialized these days in our work, and we’re so desiring to kind of keep going where we know. If you break out and start to…I think singing lessons is something I’m terrible at, but I do it because I begin to get more creative by stepping into a field in which I have no expertise. People who live abroad for six months are shown to be more creative than people who haven’t had those experiences.

So, the whole take away from that piece of research, which I really love, was stop thinking of yourself as an expert. Start thinking of yourself as an explorer. And the weird thing about it is that when you do that, you will find that people who follow you will not have less confidence in you. There’s a lot of studies now that show that people prefer leaders who are humble and self-effacing to those who act like they have all the answers.

Pete Mockaitis
Boy, there’s so much good stuff in there, and that really resonates in terms of like experts and predictions. Like, I can’t help but shake my head when I’m reading financial predictions stuff, it’s just like, “Well, you sound smart because you’re using all the words, and you have a theory, and it kind of adds up that, okay, that theory might indeed result in those financial results.” But, in practice, it’s like Back to the Future or something. It’s like if you could really predict like that, you would just be crazy rich and it’s unrealistic.

Jonah Sachs
That is true. That is true.

Pete Mockaitis
So, okay. Well, so then that’s really interesting.

Jonah Sachs
Those people wouldn’t have to be writing books.

Pete Mockaitis
Right. Right.
Well, so that’s great in terms of, especially, when you think you’re the expert then you’re in even more trouble because you’re not, I guess, seeking the dis-confirmatory – is that a word? The evidence that goes against the expertise…

Jonah Sachs
Yup, dis-confirmatory. Exactly.

Pete Mockaitis
…that’s there.

Jonah Sachs
Exactly.

Pete Mockaitis
Well, then let’s get into it in terms of how should we go about building in the practices so we’re engaging in unsafe thinking and reaching wise decisions as frequently as possible?

Jonah Sachs
Yeah. Well, the book is a long, long exploration of how we do that with kind of six or seven main areas we can do it in. And I can jump to a couple more of the ways that we start actually stepping into those practices. Before we do, I do want to also say that we live in a world now where this has also become this sort of negative feeling about experts in certain realms where I’m not arguing for the idea that, for instance, in the middle of this COVID crisis we shouldn’t listen to what doctors and scientists have to say.

We still, of course, live in a world where gaining information, education, understanding your environment is incredibly important. It’s just that even those doctors and experts perform better when they don’t hold themselves up to have all the answers, when they’re constantly in that curious mode. So, I’m not saying, “Just go listen to your uncle about what to do to treat a pandemic,” but I am saying that the more humble you are as an expert, the more flexible you’re going to be out in your environment.

But, yeah, let’s look at a couple other things that we can do to be more creative and to be more flexible in our thinking. One thing that I found that was just incredibly fascinating and really helped me break out of a few of my traps was this idea of attuning the level of challenge that you have to the level of competency you have. And that’s so often what gets us stuck. When we reach an impasse, and we want to fall back on what we’ve always known, and we find it’s not working, that’s often because our skills are not perfectly tuned yet to the challenge that we’re taking on.

So, if you want to understand this, you look at kind of motivation, right? And there’s been a lot of work done on motivation, and you probably heard some of this stuff about intrinsic versus extrinsic motivation. They used to think that people were only motivated by rewards like getting raises, making more money, status, all that kind of stuff. But then about 20 years ago, they started to really realize that there’s more deep motivations that people carry with them, that when you actually give them rewards at times, they start to be less motivated.

There are some interesting studies that show that young children who are asked to do art projects are more creative when you don’t offer them candy for who’s going to make the best piece of art. So, that’s called intrinsic motivation. But we often run out of intrinsic motivation when the going gets tough, and that’s when we go back to our stereotypical thinking, and that’s when we begin to really fail.

So, where do you draw that motivation from? Well, usually we think of intrinsic motivation coming from things like, “Oh, I have a passion for the work that I’m doing,” or, “Oh, I’m an artist,” or, “I’m an inventor,” and yet we all have so many tasks we have to go through that are not necessarily intrinsically motivating. Any piece of building a career is going to be of varying degrees of excitement. We have to do them all well to make our careers work.

So, how do we keep that motivation and that creativity up? Well, that’s where this theory called flow theory really becomes important. This researcher named Mihaly Csikszentmihalyi, you’ll never be able to spell it, I had to train myself to say it, but he was a rock climber, and he began to ask himself this question, which was, “Why do I go out there, nearly break my bones, rip up my fingertips, kind of give up all my money in time so that I can try to get to the top of a mountain from which I’m just going to come right back down? Where’s the motivation coming from in that?”

And he began to form an early theory, which is now one of the best-tested creativity theories, which is that people, when given a challenge that’s just at the edge of their skills, will tune in and almost obsessively work on that problem. It’s why people play so many video games because the video game is always just a little bit better than you are, and it never gets too far ahead, and it never comes too far behind.

So, when you find yourself in a situation where your motivation is beginning to flag, you’re probably out of flow. You’ll know you’re in flow because you’re working for 12 hours and you hardly notice it, or you just can’t wait to get back to that project. You know you’re out of flow when you’re procrastinating, you’re putting it off, and you’re phoning it in. So, what do you do? It’s not really the task itself. It really has to do with whether your skills are just being pressed and just at the lower level of the challenge itself.

And so, what I ask people to do, and which I find to be extremely effective, is, “Look at that thing that you’ve been trying to do, look at that thing you’re procrastinating, either it’s not challenging enough for you, therefore, you’re getting bored by it and becoming rote. So, how could you change the way that you do it so that you gamify it, in a sense, you add challenge to it? Or, on the other hand, it might be a little too far beyond your skillset to do it well. In which case, even when you’re in a hurry, it really makes sense to step back and brush up those skills.” Again, that’s where we go to breaking that ego of the expert, and saying, “I got to learn something here.”

So, the next time that you’re finding yourself flagging and losing motivation, I would really try to chart where your skills are, where are challenges, and where they’re departing. If you’re bored, you know it’s not challenging enough. And if you’re overwhelmed and exhausted, you know it’s too challenging. And in the book, I just give lots of ways for companies to be organized that way, for people to break up tasks into different phases to keep that flow going. So, another tip, that’s what really gets that creative brain going. When you get in flow, you really do better work.

Pete Mockaitis
Well, Jonah, I would love it if we could really kind of go through a number of levers or tweaks to make something a bit more or a bit less challenging because I don’t have a whole lot of ideas here. Hey, there’s some humble self-effacing action there.

Jonah Sachs
Sure.

Pete Mockaitis
I guess, in practice…

Jonah Sachs
I thought you were the expert here.

Pete Mockaitis
So, I guess if I want to make it more challenging, sometimes I’ll set a timer and see if I can do it faster within a timeline, or I might try to see if I could do a whole batch of them, like, “Have you ever done three in a row?” to turn that into some more challenge. And if it’s too challenging, sometimes I’ll just try to split it into just the tiniest increments, like, “Step one, open up the email where they ask me to do that thing. Step two, list out each deliverable that they want in that email. Step three, open a blank Excel spreadsheet…”

Jonah Sachs
Right.

Pete Mockaitis
And so, it really does help in terms of, “Oh, I’ve been avoiding it. This is hard. I don’t know where to start.” It’s like, “Okay. Well, you do know where to start. It starts by opening up the email.” So, that’s really all I got in terms of tricks to make something easier or harder. What else do you recommend?

Jonah Sachs
Yeah, I’ve got a few of those, of these kinds of tips. And what you’re talking about, in some ways, are these fairly rote tasks, which are very important actually to doing them well. The high level of competency in rote tasks is actually key to creativity. When you’re not doing those things well, you’re acting like the mad professor who’s super creative but not very competent, you’re actually putting a lot more stress on your brain and decreasing your creative abilities.

But I do want to differentiate between really creative tasks and tasks that you just kind of have to slog through. So, talk a little bit about the tasks that you just want to slog through. I looked at a lot of research about how bad, and you’ve probably heard about this, how bad we are at multitasking, and how much stress it puts in our brain to do a number of things at once. So, you might be doing something like, “All right, I’ve got this slog thing, it takes me an hour and a half to update my CRM, or to send out this email, or both.” Take a screencast of what you’re doing for about 10 minutes, see how many times you’re switching apps, see how many times you’re actually working, or checking your email, or picking up your phone, actually look at what you’re doing.

We live in a world where usually we’re doing two or three things at once. And things that seem really hard and take a long time, actually take very short if you shut out all outside distractions. It’s actually part of staying in flow is shutting out distractions. The novelist Jonathan Franzen, he apparently used to put hot glue into his ethernet port, back in the day when you needed a wired connection, and worked out of a windowless non-airconditioned office where no sound could get in. He basically shut out all outside, and he said it was the only way he could work.

And I think it’s really interesting because so few of us do work that way. So, one, shut out the distraction that is probably causing things to take twice or three times as long as you thought they were. It is not easy but sometimes when we see how hard it is, we realize how addicted we are to distractions. So, that’s one of them.

Another one is to break up, just like you’re saying, break things down into tasks, some things, smaller tasks. The creative side of your tasks require intrinsic motivation, and you don’t really need to get rewarded for that. You kind of want to isolate the parts of the task that you really enjoy, and, like I say, if there are parts of the creative side, if you need more inspiration or training, give yourself that time because sometimes we need to up that ability.

But other things that have been shown to really work are to think about a problem very directly and hard for about 15 to 20 minutes, make sure you have all the parameters of the problem, and then go for a walk, take a shower, take a nap, step away from it. It’s usually the background processing in your mind that will come up with original ideas when you’ve ran out of other ideas, because what happens in that first 15-20 minutes, the most obvious solutions come forth, and then it’s when you let your mind rest that new ideas. So, for the more creative ideas and more creative tasks, I recommend this sort of on again, off again burst of creativity and focus, and then open-minded for solution-searching.

And then, finally, because, again, we can go on all day just about this one piece of it, but there’s a lot of research to suggest that some tasks really do require external motivators. And so, sometimes you have to treat yourself like a parent if you’re really procrastinating, and say, “I’m going to give you that cookie, or I’m going to let you watch that TV, or I’m going to give you that reward, if you do these three things,” and set small goals for yourself, and give yourself small rewards.

A lot of people report like having that little treat at the end is a strong signal to their brain and a strong dopamine hit that makes the task not as hard as it once seemed. So, these are all kinds of ways essentially of managing energy through the long task of doing things that are hard as opposed to just reverting to going back and doing the things that are easy.

I can tell you that if your main mode of operation is to always work on the things that are easy for you, you are basically atrophying at your desk, and won’t be long until you’re way underperforming to your potential.

Pete Mockaitis
Yeah, certainly and that really connects there in terms of it can feel unsafe to do the thing that’s really hard and you’re not quite sure you could do, but it’s so essential to do that. I want to follow up on that point you made, that certain tasks really can benefit from treating yourself like a child and there’s going to be a treat if you do this. What are the sorts of tasks that seem to benefit most from that reward-treat-carrot action?

Jonah Sachs
Yeah, those tend to be the more rote, less creative, left brain type of tasks. So, you have to do things very precisely, you know how to do them, they’re difficult only in that they take attention and they take diligence. Those are things that tend to do better. And if you’re working with employees too, those are the kinds of things you want to give people extrinsic motivations to do, “Clean something thoroughly,” whether that’s a bathroom or a database, “Make sure that we have received all our receipts and accounted for them.” Those are the kinds of things that you want to give external motivation for because there’s really not that much excitement from a job well-done. You’re just expected to do it well and you have to, but there’s no real intrinsic joy in doing it.

Something like, “Come up with a new slogan,” “Pick new colors,” “Come up with a creative solution to a problem that we’ve never solved before.” Those are all things you don’t need to give rewards for in that sense. You will want to celebrate people’s creativity, give them more open space, give yourself more open space, and try to dial back that pressure to do it quickly is always helpful.

Pete Mockaitis
Well, now, I want to talk about sort of the social dimension here of unsafe thinking. So, we talked about kind of managing yourself and your productivity and the challenges you take on, adjusting the difficulty. Now, it can be tricky and feel unsafe to challenge someone else’s viewpoint in a meeting to say something, in however you say it, to convey, “I disagree. I think that there’s an alternative which may serve us better,” can be quite intimidating and feel unsafe for people, maybe rightly, because there’s retribution and animosity, or maybe wrongly, it’s just a boogeyman. But, tell us, what are some of your best practices, pro tips, for engaging in unsafe thinking and articulating that with others?

Jonah Sachs
Oh, man, this one is really, really hard because so many workplaces are the sort of schizophrenic mixtures of both really wanting creative employees and really beating them down when they don’t fall in line with company flow. And so, let me just start by saying there’s this fascinating study that looked at teachers, asking them, “All right, first, rate all of your kids in your class from your most creative to your least creative.” So, they put them on a spectrum, obviously, without telling the kids.

Next, they said, “Who are your favorite students and who are your least favorite students?” And, across the board, without exception, less creative kids fell into the favorite student category, and more creative kids were in the troublesome category that teachers actually didn’t like. And when asked, “How important is it for you to teach creativity?” teachers said it was the number one most important thing that they wanted to do. So, this tells us exactly that, by fourth grade, we’re already getting these mixed messages, “Be creative and fall in line.”

So, let’s move that into the workplace, what’s happening in the workplace. Meetings are so often hated and so often deadly because there’s this thing called shared information bias, which tends to happen. It’s this deep psychological problem in groups that happens in a meeting. Okay, so 10 people come into a room, right? They’re having a meeting because it’s important for them to share information. They have to find out what they don’t know from the other people, that’s why they’re meeting, otherwise, people just work alone at their desks.

What happens usually is the leader of the group will set the tone, they’ll say what they know about the problem or about the situation, and that makes sense, and then asks for everybody’s input. Well, it turns out that what people value and report liking in meetings is saying what someone else has said before. And usually so the leader says what everybody already knows because the leader is always speaking, and then everybody feels a psychological pull to rephrasing or somehow agreeing with what the leader said. And, in fact, people tend to even forget what they wanted to say once this shared information bias starts to come up.

And so, what happens is everyone knows something, everyone knows A, B, and C when they enter, D, E, and F are held by a couple people in the meeting, everyone gets together, and everyone leaves still knowing A, B, and C, no one mentions D, E, and F, and the company is stupider for it. It doesn’t work. So, there’s all these things that need to happen for that to be changed. Some of those things need to happen at the level of the organization, some things can be done by individual contributors who don’t have the power.

Let’s talk real quick about the top level of the organization. Leaders should not speak first in meetings. They don’t need to give the context. Let somebody who doesn’t usually speak start the meeting with what they know. You will get information that you did not expect. And they find, often, that low-status individuals in an organization, for a number of reasons, have some of that hidden information that’s most needed because it’s not what everyone is talking about. It’s what’s being seen from the edges. And information from the edges is a key ingredient to being more creative in a group. So, that’s one.

Number two, you can teach in your organization a kind of respectful disobedience. They do this in the airline industry, they do this in the Navy, they actually role-play and practice for the co-pilot to say that they have a different opinion than the pilot. That turns out, because in the ‘70s and ‘80s when the pilot was kind of the king of the cockpit and no one wants to speak up to usually him, we had way more airline crashes. But when co-pilots, and even flight attendants, were specifically trained to be disobedient, to speak back to power, and say what they observe, airline crashes have plummeted, because one person simply can’t know everything that’s need to be known and they have biases and make mistakes.

So, in your organization, teaching what’s called intelligent disobedience, which means that you’re going to be totally loyal to the company, but you’re going to speak back when you know something is wrong is a huge plus. From the individual contributor level, what do you do in a group? One, to get over that problem of actually the amnesia that comes from shared information bias, I recommend writing down, before you get to the meeting, everything that you want to say. It’s hugely valuable. So, if you have the courage to speak up, this will help you not forget what actually your point of view was. And by the end of the meeting, if something hasn’t been said that you have written down that you still think is important, make sure it gets out there, and you will then be contributing something that was otherwise missing.

Second, just keep in mind that employees who engage in intelligent disobedience, those who kind of speak up and are willing to outwardly say they disagree, are considered more loyal and more effective by managers, this has been well-studied, than those who quietly disagree and pretend they do agree. So, basically, if you’re going along with the flow, but you’re not wholeheartedly agreeing, people actually recognize it and it’s seen as a sign of kind of subversion. If you’re willing to speak up, and then go along with decisions once the group has made them, being loyal to the larger group, you’re going to be seen as more creative and a more effective collaborator. So, that fear may be a little bit unfounded.

Pete Mockaitis
Well, it’s interesting indeed. I’m putting myself in the leader’s shoes, yup, it’s preferable to have someone openly tell you they disagree than to grumble and quietly muddy the waters with their subversive, I think is a great word for that. At the same time, I guess there’s that teacher effect that you mentioned that the creative ones are more kind of inconvenient because they don’t fall in line, “The meeting is going to take longer if you have a different opinion that we need to cover as opposed to you just sort of nodding and agreeing or else.” But at the same time, that’s what the meeting needs to do, is surface this stuff that wouldn’t get surfaced otherwise. So, in a way, it seems like your leader has to have a little bit of awareness and virtue, I guess, in order for them to appreciate what’s happening there with that intelligent disobedience.

Jonah Sachs
Yeah. Well, first of all, if you’re a leader and you’re turning your hair out because your employees are not creative enough, it’s just important to internalize that message that if you are subtly or directly calling for agreement and for efficiency, that you are the problem, it’s probably not your employees. So, getting that, opening that space for disagreement is going to be the source of your creativity.

Yeah, there’s another kind of key leadership tool here, I think, but it’s also something that team members can help to build. And Google did a landmark study on it, I spoke with Steve Kerr, the coach of the Golden State Warriors, he kind of uses it as well, and it’s kind of a little bit counterintuitive when you think about unsafe thinking. It turns out the most unsafe workplaces, the ones that are the most creative and willing to think outside the box, are the ones that provide the most psychological safety to people within that group.

I know that sounds crazy but what I’m trying to say here is that if everyone feels a sense of belonging, if they feel that their job is protected, and they feel that they matter to the team, they are more likely to be able to go against the grain, to say the things that might sound crazy, to open up their mouth when they see things are going wrong. There are these great studies of you could judge a company’s creativity by setting up a prediction market. So, see how often people are agreeing with what the CEO says when you’re actually asking them in front of the CEO, “Do you agree?” But then have a side market where people bet on whether the outcomes or the choices are going to work or not, and you’re going to get the real opinion.

So, prediction market is actually a better way to know if people agree with you than just kind of asking them. But if you create a sense of psychological safety, you don’t need that kind of output. You get to say, “Look, in this arena of creativity, everybody is equal. We fight it out, we go crazy, we are willing to look at ideas. And when you fail, we don’t punish you. We actually reward smart risks rather than just success,” then you’ll find people are willing to start taking those chances.

Now, you don’t want absolute chaos, that’s why it’s very important for groups to be cohesive when they move out of that exploratory phase and into the execution phase. But in exploratory phases, take a look at, “Are you building psychological safety within your organization?” There are lots of tools for doing that. And, again, that’s how Steve Kerr, when he got to the Golden State Warriors, kind of unlocked all the creative potentials of that team to take them to, whatever, five NBA Championships in a row, was by first setting up psychological safety in the locker room so they could get more unsafe on the court, and he kind of walked me through that, and I tell that story in the book.

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

Jonah Sachs
I guess I’ll just say that one of the things that I found most fascinating has to do with the real psychological mechanisms, and this is just kind of one more tip that I think is helpful when you understand this. I came to understand something that I call the safe thinking cycle. So, what happens is the world change around us, and that creates a certain amount of anxiety. What we’re doing is no longer working. We sense it because we’ve stepped up into a new position, and we’re not quite able to perform in it yet, we need to learn more, or what we’re doing no longer works, or there’s a new competitor in the space, or anything like that. We get a signal of anxiety.

Now, we’re programmed by evolution to see anxiety as a threat to our bodies basically. Anxiety out in the African savannah would mean that there was an animal about to eat you. And in those cases, what happens naturally from anxiety is that our peripheral vision shuts down, our nonessential bodily functions begin to slow down, and we really fall back on what we know works. So, we take what’s called stereotypical actions.

So, anxiety will, first, lead to the sense of, “Okay, I got to do something differently.” But by the time you start thinking what to do differently, you’re programmed by evolution to fall back and do something expedient and safe, and then things get worse because you haven’t reacted to the stimulus, and the cycle just repeats and repeats and repeats. And so, that’s where most people find themselves. The more stressed out you are, the less likely you are to take new and creative actions.

The way to break this cycle is not to respond differently or to force yourself to respond differently. It’s actually to reframe what anxiety means. And this has been a really fascinating look, for me, into sort of a whole bunch of different both kind of biological science and psychological science. But people who effectively break this cycle are those who tell themselves that anxiety is not a signal of danger, but a signal that they’re on their creative edge.

So, if what you’re doing is moving away from situations that cause anxiety, you’re actually creating further and further anxiety. And there’s a lot of psychological research that shows the more we concentrate on avoiding a feeling, the more we’re going to have it. The more you move towards that anxiety and say, “Okay, that anxiety is a signal that I should move toward it not away,” that is where we can experience the anxiety, and then take new action in its face.

So, it was very counterintuitive to me, nobody likes that feeling of anxiety, but if you can take it as a signal that you’re in your creative zone, when you feel it, that can really reshape your relationship to the creative thinking cycle.

Pete Mockaitis
Boy, that’s really good, and I think we might characterize anxiety all the more broadly, not just the, “Oh, crap, something terrible is going to happen” sensation, but I guess maybe also like I think about just sort of learning and growth mindset stuff. It’s just sort of in terms of awkward or dread, like, “Ugh, I’m not any good at this. Oh, I feel stupid.” It’s like that whole family of unpleasant feelings you can associate to, “Oh, I’m at the edge of creativity, or of growth, or of breakthrough,” as opposed to, “Oh, this is a thing to retreat from.”

Jonah Sachs
Yeah, for sure. For sure. The things that are like worth doing but don’t make you anxious are the things that you have been doing for a really long time, probably for a decade. So, the first time you give a speech in public, you might feel terrified. Once you’ve given that talk 20 times, you don’t feel scared anymore. If all you’re doing is giving that same talk again and again and again, your days are kind of numbered.

So, it’s great to fall back on the things that we know when we know we can do well. I would say give yourself at least 15% to 25% of your time though doing things that you suck at, and that will make you just a much better, more flexible thinker.

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

Jonah Sachs
I still love the bumper sticker, I don’t know who even said it, but, “Don’t believe everything you think,” always makes me smile, and I kind of take that as a motto for myself.

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

Jonah Sachs
I looked at a study that showed that people, when given a chance between feeling medium-level electric shocks and being bored, would usually, after about 10 minutes, choose the electric shocks. So, when they put four people into a white plain room, and said, “You can have the electric shock and leave, or you can stay for another 10 minutes,” people mostly took the electric shock.

And just amazing to me, I think probably a hundred years ago, 50 years ago, maybe even 25 years ago, we were pretty good at sitting with ourselves and sitting with our own feelings and ideas. The fact that we’re at a place where most of us would rather be in pain than quiet is definitely a sign that there’s a lot of white space, a lot of opportunities for those who could be a little bit more mindful and take their time through processes, and be in that zone where creativity arises, which is in that quiet zone.

Pete Mockaitis
And how about a favorite book?

Jonah Sachs
Well, I’m reading right now a book called Station Eleven. It’s a post-pandemic science fiction book about a future in post-pandemic. And sitting through a pandemic right now, I’m kind of enjoying its beauty and its quiet, looking at what the world sometimes becomes.

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

Jonah Sachs
I have been really appreciating using Asana lately. It’s a fantastic product and helps me organize the millions of tasks that I try to keep. And I’ve tried many, many different tools, and have really struggled to use one again and again. I’m on kind of month 18 now with it and I find it’s really sticking, so that’s my tool.

Pete Mockaitis
And how about a favorite habit?

Jonah Sachs
I think I mentioned the one that I’m most excited about, which is doing things that I’m bad at and staying out of my comfort zone, so continuing to press, although I’m not improving as fast as I like, continuing to press on my singing is my latest habit that I’m trying to stay in.

Pete Mockaitis
And, now, how about a favorite nugget, something that you share that really seems to connect and resonate with folks, and they quote it back to you often?

Jonah Sachs
I find that the thing that most gets quoted back to me from my work, actually, comes from my first book Winning the Story Wars, maybe it’s because it’s been out for so long. But I kind of had three key tips for how to communicate and how to build your own personal brand and tell stories. And that was be interesting, tell the truth, and live the truth, and that gets repeated back to me as a sort of three pillars in life that are always worth following.

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

Jonah Sachs
JonahSachs.com.

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

Jonah Sachs
Yeah, I would just say it all really comes down to move towards the things that scare you, get out of your comfort zone, and if you’ve been saying that you’re going to do things differently, start doing something different today.

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

Jonah Sachs
All right. Great talking.

551: How to Save Massive Time, Energy, and Frustration by Solving Problems Before They Happen with Dan Heath

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Dan Heath discusses how upstream-thinking can help solve problems before they even show up.

You’ll Learn:

  1. The power of “upstream thinking”
  2. How to get to the root of the problem
  3. How to avoid the blame game at work

About Dan:

Dan Heath and his brother, Chip, have written four New York Times bestselling books: Made to Stick, Switch, Decisive, and The Power of Moments. Heath is a senior fellow at Duke University’s CASE center, which supports entrepreneurs fighting for social good. He lives in Durham, North Carolina. The Heath brothers’ books have sold more than three million copies worldwide and have been translated into thirty-three languages.

Items Mentioned in the Show

Thank you, sponsors!

  • Pitney Bowes. Simplify your shipping while saving money. Get a free 30-day trial and 10-lb shipping scale at pb.com/AWESOME

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

Dan Heath
Hey, thanks for having me on.

Pete Mockaitis
Well, I am so excited to speak to you in person and digging into the wisdom of your book here “Upstream.” And so, I want to maybe hear from you on the personal side, talking about preventing problems instead of reacting to them, is there an area in your own life where you’ve applied some “Upstream” mindset principles to get some good results?

Dan Heath
Yeah, there actually is one, and it’s so utterly mundane, I’m almost embarrassed to share it, but here was my epiphany. And, keep in mind, this was while I was writing a book on upstream thinking, and by upstream, I mean the quest to solve a problem before it happens. So, anyway, as you know, I’m a writer and, for whatever reason, I tend to do my best writing in coffee shops. So, I had this coffee shop I go to every morning, and I sit in the same place, and I order the same thing. And so, as a result of that, I’m constantly shuffling my laptop back and forth. I have a proper office that stays largely abandoned, and then I go to this coffee shop to write.

And so, I go to the coffee shop, I plug in the laptop, and then when it’s time to go, I pack everything up, I pack up the power cord, I get back to the office, I unwind the power cord, plug it in there, and it’s just a lot of power cord shuffling, and it’s just like an everyday annoyance. And I’ve been doing this for years. I mean, for years, I’m packing up, unpacking my power cord a couple of times a day. And then, in the course of this research, it occurs to me, “Hey, what if I bought a second power cord, and one of them could stay in my backpack when I go to the coffee shop, and one of them could stay permanently wired on my desk, so when I get back and I put my laptop down, I just easily plug it in.

And it was like this great relief where this little everyday annoyance was just gone forever. And then I started kicking myself, like, “How could I get in this mode where for years…?” I mean, it’s not like this was some major hardship obviously, but it was an annoyance, and it never needed to be one. And that’s the spirit of “Upstream” the book, in a very mundane personal story.

Pete Mockaitis
Well, I actually totally connect and relate to that. And I think about travel in terms of I’m always sort of reassembling my toiletry bag 3-1-1 and just get two of the things, and just leave the thing in the suitcase forever.

Dan Heath
Exactly.

Pete Mockaitis
So, lessons learned.

Dan Heath
And I think this is also true in relationships. Like, every couple has something that they bicker about, “Oh, you left the toilet seat lid up again,” there’s just some recurring irritant, maybe many, depending on your relationship. And so, I also got to talk to some people who’d figured out how to solve those kinds of problems. I met this guy named Ritch Marissa, and he and his wife, their thing was the hallway light. So, Ritch would go outside, often just to take the dog out or something, and he would flip the hallway light on. He’d come back in and he would inevitably forget to turn the hallway light off, and that bugged his wife, and so this was just like a little nagging problem for them.

And one day, Ritch Marissa has this epiphany, and realizes, “Hey, we don’t ever have to do this again. I’ve got it. I know how to crack this.” And so, the next day, he filed for divorce. No, I’m kidding. That is just a cheap joke. No, what he did was he went to Home Depot and he bought something I didn’t even know existed, which is called a light switch timer, and this is like a little panel that goes where your light switch is, and there’s buttons on it with different timestamps, so he can just press the five-minute button, the light comes on, and after five minutes, it turns itself off.

What is just so profound to me about this, I know these are little things, but it’s just a signal that, in our lives, it’s so easy to get into these patterns where we can fight the same problem again and again, and it’s like it takes a miracle for us to snap awake and realize, “Hey, with the right intervention, this could be gone forever.”

Pete Mockaitis
Yes, that’s resonant and it’s exciting, and I think it really just, even for the relationship itself, that’s a loving action. That’s going to say, “Hey, honey, I heard you, I listened to you, and I’m doing something about it,” and so not only do we have that irritant gone, but we have kind of, “Oh, that was really nice of you. Thank you,” going for you.

Dan Heath
If only more of our relationship problems could be addressed with a $10 gizmo from Home Depot, the world would be a better place.

Pete Mockaitis
Home Depot on Valentine’s Day is a peak day for them. Well, cool. So, then we talk about upstream and this notion of solving problems before they happen. I’d love to hear, have you made any particularly surprising counterintuitive discoveries about our human nature while digging into this stuff?

Dan Heath
I think what really captured me about this topic, because I’ve been thinking about this, I checked the other day, and literally my first Word file where I started taking notes on this upstream topic, was in 2009, so this has been on my mind a long time. And what kept me with it really involved the definition of a hero. So, when I say hero, what associations start popping to mind? It’s probably a policeman, or a firefighter, or a first responder, or a lifeguard who saves someone. It’s people who save the day, that’s a hero.

And it occurred to me at a certain point that there’s a whole another class of people who keep the day from needing to be saved. Someone invented a smarter building code that reduced the incidents of fires in buildings. And someone else consulted with lifeguards at public pools and taught them how to scan the pool in a better way and to position their chair in a smarter place. And a high school coach who’s mentoring teenagers in a way that keeps them out of trouble with the law. And these are upstream heroes.

These are people who stop emergencies from happening, and yet they hardly ever get any glory. In fact, their work may be largely invisible. We may have no idea what they did. I mean, how would we? How would we know that the consultant at the swimming pool kept a child from drowning one day? And so, that idea just captured me that there’s this whole invisible set of heroes whose identity we may never know even though they’re having a profound influence on us.

Pete Mockaitis
Yeah, that is powerful. And so, you’ve got a number of excellent tales that you’ve got some of the best story teasers on the back of your book that I’ve ever encountered, so well done. Well done.

Dan Heath
Thank you.

Pete Mockaitis
You and editor and team for those. So, maybe let’s just bring this to life with a little couple of those. So, tell us, all right, so there’s a school district, they had an issue with dropouts, and they did something upstream to prevent a whole lot of dropping out. How’s that story unfold?

Dan Heath
Oh, this is one of my favorites in the book. So, this is the Chicago Public School district, massive school district, I mean, this district has a $6 billion budget which is the same as the city of Seattle. So, when you talk about a difficult change environment, I mean, this is it. and if you want to hear a depressing stat, back in 1997, the graduation rate at CPS, Chicago Public Schools, was 52%. Like, if you were a student at CPS, you basically had a coin-flip’s chance of graduating. And it had been true for years.

And in a situation like that, people start to habituate to that level of success. If you were a teacher, or an administrator in this system, you’d certainly bemoan the fact that you’ve got a poor graduation rate, you regret it, but it almost comes to seem inevitable that, “Well, it’s a shame, but this is a complicated world. These kids come from difficult environments. Their K through 8 education didn’t serve them very well. And so, what are we going to do about it?”

Well, there was a point that came when they realized, “Maybe we can do something.” So, some academics, including Elaine Allensworth, figured out that there was a test they could perform in the ninth-grade year that could predict with 80% accuracy which students would graduate and which wouldn’t. And the test, I don’t mean like the SAT. All I mean is the test was, “Did the student take five full-year course credits and passed them successfully?” and, “Did they fail more than one core course?” Core course like Math or English. And if they received five full-year credits, and they didn’t fail more than one course, one was okay, but two was a real warning flag, then that meant they were off track for graduation.

And so, for the first time, it’s like they had a kind of smoke detector for dropouts, they advanced warning, they had time to do something about it. And so, this becomes a way of opening the door to changing the way the system worked. And some of the things they did, I’ll give you two examples, one was they realized some of their own policies were sabotaging kids. So, this was like the “get tough on discipline” era in schools, and it was routine at the time. For a couple of kids who shoved each other in the hallway, they’d get a two-week suspension. They just doled those out like candy.

But the research shows if you take a kid who’s kind of on the borderline, and you kick him out of school for two weeks, what happens is they come back, they’re lost, they feel bad that they’re lost, they end up failing the course, and then if they fail a couple of courses, they’re off track for graduation. It’s this absurd situation where nobody realized that by handing out a two-week suspension, they might well be dooming them to dropping out of high school, but that’s what the research showed.

The other thing is they reorganized the way that they worked. So, all of the freshmen teachers, traditionally, they would just stick to their own within the discipline. The Math teachers would meet with Math, and English with English, and so forth. Now, they formed what they called freshmen success teams where they met across departments and they would go student by student. I mean, they would be sitting around the table, literally saying, “Okay, Michael. How are his grades and his subjects right now? How has his attendance been the last couple of weeks? Have we been calling his home when he’s missing school? Can we get him some extra tutoring?” And they’re figuring out, on the fly, how to take these kids who are at the risk of being off track and getting them back on track.

And what happens is, as the years go by, and as they learned how to get ahead of these problems, how to encourage attendance, how to get extra resources for the students who need it, they start moving the needle. They start moving the needle at the freshman level. More and more students are now on track versus off track. And then, four years later, when it comes time to graduate, this early warning system pays off. And, now, the graduation rate in CPS is something like 78% or 79%. I mean, I can’t overstate the magnitude of a change that has to happen in a system like CPS to move the graduation rate by 25 points. It’s just astonishing work.

And for every student that graduates that, in an alternate reality probably would’ve dropped out without this work, their lifetime income is going to go up by $300,000 to $400,000. I mean, this is a massive, massive effort that started with the upstream notion to think, “Hey, what if we could prevent some of these kids from dropping out?”

Pete Mockaitis
Absolutely. So, that’s so powerful right there. It’s like, “What is the smoke detector, or the early warning system, which then, in turn, lets us prioritize and wisely concentrate resources or interventions to prevent the issue from occurring there?” So, I think that can have all kinds of applications in all kinds of settings, professionally and personally, in terms of, “What might make high-performing, high-potential employees want to drop out or exit the organization? What are some of those tests you can run?”

Dan Heath
That’s actually a great example. And I think a lot of organizations, we constantly hear about the big data revolution, and I think in many cases it’s overblown. But I think this is one case where it’s not, where what data is so powerful at doing is figuring out ways to detect that problems are coming. And I’ve spoken with a number of HR leaders that have figured out very diagnostic tests for knowing when employees are in trouble, when they’re at the risk of leaving.

I’ll give you another example on the customer side. So, LinkedIn, we all know LinkedIn, they sell a very expensive package to employers who are doing a lot of recruiting on the site, and it’s a subscription. What they figured out years ago is the way it would work is the employers would subscribe to an annual thing, and then about month 11, the sales reps would start really putting the full-court press on the customers just to make sure that they were going to renew because that’s how everybody was measured, is what’s the retention rate. And, churn, as most of you probably know, churn is a measure of how many people are not renewing. And so, churn is always what you’re fighting in a subscription business.

And so, they would send in the rescue troops in month 11 to make sure these customers are going to renew. And somebody started digging through the data, and they made a curious discovery that they could predict as early as the first four weeks of a customer’s subscription who was likely to renew and who wasn’t. And, at first, they were puzzled, they’re like, “How could we possibly know from the very start who’s going to renew and who’s not?” You would think that it would take time to figure that out. And they dug in and they realized the deal was people either got value from LinkedIn almost immediately or they never did.

So, they realized, “Aha, we’ve got to get out of the business of rescuing customers, and we’ve got to get in the business of making sure customers have a bang out first month.” And so, they put a lot of resources into onboarding customers, and they would do a lot of handholding where if you’re hiring a developer in Atlanta, they would get on the phone with you and walk you through step by step, “Okay, here’s how to define your target profile. And I’ve actually written some copy for you for emails that you can send out to prospects.”

And the effect of this work is, over a period of four or five years, if memory serves, churn rate was cut in half, even as the company’s revenue absolutely exploded. And that is an intervention that’s probably worth tens if not hundreds of millions of dollars in value, simply by paying attention to, “How can we see problems before they happen?”

Pete Mockaitis
Yeah, that’s huge and it totally makes sense in terms of you’re getting the value or you’re not getting the value, and you can know that pretty early. So, Dan, hey, keep it coming with these stories. So, you also mentioned that there’s an online travel website, and they were able to cut 21 million customer service calls by doing something a little different with their website. What was that?

Dan Heath
This story is almost hard to believe. So, this is a story about Expedia, and in 2012, there’s a guy named Ryan O’Neill that was digging through a bunch of data, and he found something that even today I find hard to believe, which is that, at that time, for every hundred customers who booked travel, a flight, or a hotel, or rental car, whatever, 58 of the hundred would end up calling the customer support center for some kind of help.

Pete Mockaitis
Wow.

Dan Heath
Which would seem to nullify the whole point of the online travel model. It’s sort of like if you went to a gas station where you could swipe your credit card at the pump, and then 58 out of 100 times something went wrong where you had to go inside. Like, you’d be pretty irritated with that business. And so, he starts to dig in, “Well, what in the world is going on? Why are so many people calling us?” He figures out the number one reason that people are calling is to get a copy of their itinerary. That’s it. Number one. Twenty million calls were placed in 2012 of people asking for a copy of their travel itinerary, and he’s just kind of slapping himself in the forehead, and he’s thinking, “How could this happen?”

Well, there’s a good reason why it happened. I mean, Expedia is a big profitable business. It’s not like these people were ignorant or unskilled. What happened was they were organized to neglect this problem. So, there was a whole set of people whose job it was to get customers to the site, and then there’s a whole another set of people whose job it was to make sure that people who came to the site, ended up booking something, and there’s a whole another set of people whose job was to keep the website running smoothly, and a whole another set of people whose job it was to take the customers’ calls and resolve them quickly.

But if you look across this whole ecosystem and you ask, “Whose job is it to make sure customers never need to call us?” The answer was, “Nobody.” It was nobody’s job. And if that goes even worse than that, that nobody would even benefit if that were true. And so, the top executives at Expedia realized they’ve got a problem, and they formed a special taskforce and put them in a war room, and they challenged them, “Hey, let’s keep these customers from needing to call us.” That’s the shift upstream. “Rather than get more efficient at handling customer calls,” which had been the way they’ve measured themselves to-date, “let’s just keep these calls from happening.”

And the solutions came very quickly, as you’d well imagine. They gave customers ways to get their own itinerary, and they added different trees to the IVR, “Press 2 if you need a copy of your itinerary,” and they changed the way they sent the emails with itineraries so they wouldn’t get in the Spam folder. And what happens is those 20 million calls essentially vanished, they go to zero over a very short period of time.

And I think what this tells us is something interesting, which is organizations always push for specialization. We’re divided into silos, we’re pressed to specialize, and there’s good reason for that. It makes things more efficient. It makes us more productive. But it can also be a deterrent to solving really thorny complex issues because we stay in our silos, and those silos create blinders. And so, all of a sudden, really obvious questions like, “Hey, why do all these customers need to call us if we’re an online website?” It’s like it gets purged from our existence because of the way we’re organized.

And I think that’s the promise. If you’re listening right now, and you’re in a big organization, let me promise you, there are issues just like this, these silos-spanning issues, that are waiting for someone to discover them and organize a response, and that’s the upstream mindset.

Pete Mockaitis
And those are great opportunities to bring your career upstream or up the hierarchy when you identify and you get proactive, and then you make some real value happen by tackling it. That’s huge.

Dan Heath
Exactly.

Pete Mockaitis
Well, so then we’ve heard some fun stories. Now, I want to get your view on kind of what are the fundamental principles or key questions to ask to surface these opportunities all the more readily and to not let them just sit under the radar for months and years?

Dan Heath
Yeah, let me identify, I’ve got a couple of skills that I think people can consciously build that will make them better upstream-thinkers. And the first is anytime you’re trying to prevent a problem before it happens, you’re going to be dealing with complicated systems, and you’ve got to understand the system, and, in particular, you’ve got to find some point of leverage, somewhere you can tinker with the system to get a different result.

So, in the case of Chicago Public Schools, they had this discovery that, “Hey, ninth grade is the critical time when we can take a student who’s off track and get them back on track.” So, one way to get closer to problems to identify a point of leverage is to immerse yourself in the specifics of the problem. So, I’ll give you an example. There’s an organization called the Crime Lab that’s associated with the University of Chicago, and they do a lot of research on, “What policies could potentially help reduce the crime rate?”

And so, years ago, during the forming of the Crime Lab, they were asked to work on the problem of gang violence, which is a recurring problem in Chicago. The problem there has to work on was homicide, and the lore was that the homicides were the result of gang violence.

And so, they started by questioning that premise and tried to get closer to the problem. And the way they did it was they went to the medical examiner who always writes a report on why young people died, or why anybody died, and they went through the last 200 reports of homicides of young people and they just read through the situations to train their intuition. And, yes, there were some that were the result of gangs jockeying for power or what have you, but what was far more common was a situation where some teenagers got in a fight over something stupid.

One example was a couple of groups of guys, one of the groups accused one of the guys on the other group of stealing someone’s bike, and the fight escalated. And in some places, a fight like that might’ve ended in throwing some fists. In this case, one of the kids had access to a gun and somebody got shot. And that became, what they discovered in these medical examiner reports, as they got closer to the problem, they saw this is not fundamentally about gang violence, that if they wanted to intervene to reduce the number of homicides, we got to somehow be able to speak to these situations that are normal teenage disagreements that escalate out of control.

And what they eventually did is they created a program that trained young men in high schools how to resist that urge to go nuclear when you get mad or when you get in a disagreement, to build a little bit of self-control and reflectivity in situations like that. But the way they discovered that point of leverage, which turned out to be quite successful, was by getting closer to the problem.

Another example, the same thing, that I write about in the book is there were some architects that helped design big public spaces like airports, and they’ve been asked to think about how to make those spaces more convenient and more accessible to older adults, and these were young architects. So, how do you get closer to an issue like that when you’re not in the target population? And they discovered something that’s called an age simulation suit, which is something you can wear to help you feel, not just learn about it, not just hear about it, but feel for yourself what it’s like to be older.

So, there are elbow braces that mimicked the reduced movement you get in your elbow joint. And as you age, you lose dexterity in your fingers, so they have these gloves that simulate the loss of dexterity. And they wear something called overshoes which simulate nerve loss in your feet, which makes it a little bit harder for you to perceive where the ground is. And so, they wear these age simulation suits, and they walk around DFW just to feel what it’s like to be old. And any business traveler listening to this knows DFW will make you feel old, just in general, much less without an age simulation suit.

But they start figuring out, “Hey, we need another step on the escalator because it’s really hard to get your balance when it’s moving as quickly as it is.” And they realized that there aren’t enough opportunities to take a rest, that these big hallways are intended to help people get where they need to get quickly, but older people need breaks, and there just aren’t good spots where they can put their hand on a railing or take a seat for a moment, and they realized they need some rest stops.

So, just to zoom out to the bigger issue here, what I’m saying is whatever industry you’re in, whatever role you have, there’s always going to be recurring problems in your organization. And one systematic way that you can get better at helping your organization solve those problems is to be the person who has the instinct to get closer to the problem, to go through those medical examiner reports, to put on an age simulation suit to give yourself a better instinct about what it’s like to navigate these spaces. I think that’s an upstream skill that we can all cultivate.

Pete Mockaitis
Certainly. And I imagine the hang-up and the reason people don’t do that is they might say, “Oh, my gosh, who has time to look at 200 of these reports or to find this special suit and to go through it?” And so, I guess, in the moment, I would imagine that can feel like, “Where will I find the time?” But if you zoom out, boy, I imagine there’s huge multiples of time saved associated with doing this stuff.

Dan Heath
You have put your finger on what may be the fundamental tension of upstream thinking. And I want to tell you about a study that I think really brings this tension to life. So, a woman named Anita Tucker, who’s just a fascinating thinker, at one time she ran a frosting plant for General Mills, I believe. And now she is an organizational researcher, and, at one point, for her dissertation at Harvard, she followed around nurses. So, she shadowed them during their day, and she figured out that nurses are basically professional problem-solvers. There’s always something weird popping up that they had to deal with, and sometimes it’s small stuff, like they ran out of towels, and they had to figure out where to get a towel for a patient.

Sometimes it’s bigger stuff. Like, Anita Tucker tells a story of a nurse who was trying to check out a new mother from the hospital ready to take her baby home, but the security anklet that they put on babies had fallen off and so you can’t check out the mom without that, so they went on this frantic search, “Where is the anklet?” It turns out it was just in the baby’s bassinet. So, easy, they checked out the mother and were done.

Three hours later, the same thing happens again with a different mother, and this time they do another search, they can’t find it, and so they have to go through another set of protocols to resolve the situation, but they managed to get the mother out. And so, when Anita Tucker first encountered this story, she thought, “Hey, these are nurses being really resourceful. They’re scrappy, they manage to work around problems, they don’t let things stand in their way, they don’t go running to the boss every time something goes wrong. It’s an inspiring portrait.”

Pete Mockaitis
These were the heroes.

Dan Heath
Until you realized that what she’s describing is an environment that never learns, that never improves, because when you work around problems, and when you heroicized people who work around problems, what you’re guaranteeing is that those problems will recur.

Pete Mockaitis
Because you get glory by addressing them.

Dan Heath
Exactly. And it didn’t occur to the nurse who check out two mothers in three hours that had problems with the anklet falling off to ask, “Hey, why is this happening? What can we do to stop this from happening? What’s the root cause? How can we make sure we never have to solve this problem again?” And I want to be clear here, I’m not throwing stones at nurses. I think that this study could’ve been done on any profession that it would’ve come down to the same conclusion, which is our lives are so busy and so full of emergencies and issues to be dealt with that we get in this trap of, “Let’s just get through it. Let’s just work around. Let’s figure out how to get by.” But what we have to realize is that is a trap. When we work around problems every day, we guarantee ourselves to have to deal with them again tomorrow.

And so, when you said, what it feels like in the moment is, “Oh, my God, where am I going to find time to go through to 200 medical examiner reports?” that’s exactly the issue, is in the short term, it is extra work, it is stepping outside of that cycle of workarounds, but it’s basically the only ticket out of that self-perpetuating cycle of firefighting. And that’s something, that trap of firefighting, is something that I call in the book tunneling. It’s actually a term from some psychologist in a book called “Scarcity.”

But I love that mental image of tunneling, that that’s the trap we get in where we kind of lose our peripheral vision and all we’re doing is making our way forward, “How can I get through these problems as quickly as possible to get onto the next set?” And we start to lose sight of the big questions, which is, “Is this tunnel going the right way? Is there an easier way to get where we’re trying to go? Are we even pursuing the right goals?” When you’re in the tunnel, the only real direction is forward.

Pete Mockaitis
Yeah, and that totally connects and resonates. Like, even just biochemically, it seems like, “Okay, all right, my back against the wall. We got to hustle. We got to hurry. Let’s do, do, do, go, go, go,” and then it’s that vicious cycle.

Dan Heath
It is. And I empathize with the nurses because what are they suppose to do? I mean, honestly. So, the mother is trying to get checked out, they can’t find the anklet. What would we advise of the nurse in that moment? Is she suppose to conduct a root-cause analysis of the circumference of the anklets and contact the manufacturer and talk about product improvements? It seems absurd. It’s almost like we can’t envision another reality other than the tunneling reality.

But just to give you a feel for a way out of the tunnel, what many health systems have done is start to hold standing meetings, sometimes called safety huddles, where a bunch of nurses and doctors and staffers get together in the morning, it might be a 20-minute meeting, and they talk about, “Okay, what near misses did we have yesterday where someone was almost hurt or we almost gave somebody the wrong medication? What can we learn from that? How can we improve our processes to make sure it doesn’t happen again?” And then they look forward to that day, “What’s coming today that’s more complex than usual that we should think through?”

And I think that’s a perfect example of how you can escape the tunnel, even if it’s just for a 20-minute meeting, because that’s the forum where that nurse could’ve said, “You know, something weird happened yesterday. We had two mothers with the same problem happened to.” And that’s a meeting where you could deputize a subgroup to work on that and figure out what was going on and solve it. So, I think it may be too much to ask of humanity to figure out how to get out of our tunnels because it’s such a powerful instinct. But if we can even escape them for short periods, we can make much smarter choices.

Pete Mockaitis
I’d love that. And so, maybe while we’re just sort of imagining workplaces at large and recurring problems that may have the potential to be solved once and for all, what are a couple of things that just leap to mind for you that we should have our eyes open toward as professionals?

Dan Heath
One thing, I think, has to do with a sense of ownership. So, in the book I talk about what’s curious about downstream actions is that they’re often obligatory. If someone shows up at the hospital having a heart attack, the surgeon can’t opt out of that work. Or if a preschooler has an accident, the daycare worker can’t opt out of the diaper change, right? When there’s a problem that presents, we have to deal with it. Versus, upstream problems, curiously, are sometimes voluntary. People have to step up and say, “This problem, it wasn’t something that I created but I’m going to be the one to fix it.” And that’s something that relates to accountability.

I’ll give you an example from the work world. I talked to an administrator named Jeanie Forrest who works in the Yale Law School. And when I talked with her, she was having this staff issue that she was dealing with. So, there were two staffers, these are disguised for obvious reasons. The boss, let’s call her Barbara, and the director, we’ll call Dawn. So, Dawn had filed a complaint about Barbara, her boss, for belittling her and kind of undermining her in certain situations, and this had landed on Jeanie Forrest’s desk. So, she asked the two women to come in, and Jeanie Forrest said, “You know, this situation is my fault. I had heard rumors that you two weren’t getting along, and I sensed it myself. And you know what I did? I just stuck my head in the sand and I thought, ‘Well, maybe this will go away.’ So, that’s on me. This is my fault.”

And then she turned it around and she said, “I want each of you to tell the story of this situation as if you’re the only one in the world responsible.” And at first, the women had a hard time honoring the spirit of that request, so Barbara, the boss, said, “Well, every time I ask something of you, you shut me down and you give me weird body language.” And Jeanie Forrest said, “Barbara, that sounded awful lot like you’re blaming Dawn. Can you try that again?” And Barbara said, “Well, you know, I could’ve done a better job explaining. I thought that you should just accept what I said and I dismissed your questions. But I could’ve done a better job being patient.”

And Dawn, for her part, said, “Well, I just accepted your huffing and puffing, but the truth was I just really didn’t understand, and I should’ve made it clear. Hey, I‘m not being resistant. I just don’t understand what you want. Can you help me?” And so, they end the meeting on this kind of detente and they tried to change their relationship. And I emailed Jeanie Forrest six weeks later just to see what have happened with this, and she wrote back and said, “They’re working together productively and cheerfully, it’s a little insane.”

And what I want to highlight about this is I think it’s a kind of metaphor that so many times in life, we have the sense that the problems are happening to us, that we are the inheritors or the victims of problems, but this reframing thing that Jeanie Forrest did of telling the story as if we’re the only ones responsible, it helped all three of the people involved realize, “Hey, we have agency here. Like, we could’ve made different choices, and we can make different choices going forward. We have influence here. We have power.” And I think what that means for upstream efforts is, often, we may find ourselves voluntarily taking charge of something that we had nothing to do with causing.

I was talking to some people from a large software company who were organizing a taskforce on sexual harassment. And it wasn’t a problem of their making. They weren’t the harassers, they had nothing to do with the environment. But they said, “This is a problem that needs solving. What if we sign up to be the people who try to solve it?” And that kind of enlightened volunteerism is something I find very, very inspiring about upstream work, and it goes back to that notion of upstream heroes, the people whose work can be invisible even though it has profound impact.

Pete Mockaitis
Dan, this is so much good stuff. Tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Dan Heath
The final thing I might mention is, and this is something I feel you could carry through with you your whole career, is to be cognizant of the downside of measurement and metrics. We live in a measurement-obsessed culture, especially in business these days. And measurement is wonderful, it makes us more efficient, it gives us clear targets, but there’s always a downside to measurement, and much of that downside has to do with gaming and the way that measurement alters our behaviors in ways that are sometimes good and sometimes bad.

So, as a concrete example of the bad side, there was a policy passed in the UK for hospitals where they required hospitals to see patients in emergency rooms within four hours of their arrival, so enlightened intent, “We want to make sure that patients are seen, that these crazy wait times, 12 hours, 16 hours, would go away forever, and that we force hospitals to reinvent their processes.” So, very enlightened. What happens is a lot of hospitals started doing this thing where ambulances would bring patients and stay in the parking lot until they thought the patients were within four hours of being seen, and then they would rush them inside so that they can meet the four-hour rule, right? A perversion of the intent of the policy even though they technically met the statistical definition of it.

And that’s something that you’re going to see in your career again and again and again and again every time there is a sales incentive or a bonus offered. You can bet it’s going to do some good and some bad. But I’ll tell you, most of your colleagues are going to be woefully naïve and think only about the good side, and you can be the one that says, “Hey, let’s kick the tires a little bit here.” One test you can run is what I call the lazy bureaucrat test, and that is if someone wanted to ace the measures or incentives that we’re setting out with the least effort possible, what would that look like?

Or another one you might call the defiling the mission test, which is imagine that we ace all of these measures that we’re setting, and yet our work ends up harming the mission, the reason we’re all here. What would that look like? Like, in the case of the ambulances waiting in the parking lot is a great example of defiling the mission. You’ve aced the measures but defiled the point of healthcare which is to pay attention to patients and their needs. So, I just want to leave that as a provocation that you can be the person whose attention to the dark side of measurement keeps your organization out of a lot of nasty traps.

[39:03]

Pete Mockaitis
Boy, Dan, I can’t resist now. You dropped a couple test on us and those were so good. Do you have more that you can reveal?

Dan Heath
Yeah, actually, there’s another one that I’ll steal from Andy Grove, the former CEO of Intel, and that is he said, “Any time you’ve got a quantity measurement”’ so you’re paying people, maybe you’re paying the janitorial crew based on square footage cleaned, or you’re paying your data-entry people based on the quantity of documents entered.” He said, “Any time you got a quantity measurement, you’ve got to counterbalance it with a quality measurement,” because what you’ve got to realize is if you incentivized people to clean more floors, what comes part and parcel with that is they’re going to do a worse job per square foot in the service of getting to a larger area.

Or they’re going to go so fast on the data entry that they’re making lots of mistakes for the sake of getting through more documents. So, the way to balance the scales is to combine quantity with quality, where quality might be some kind of spot checking of how good the rooms looked after they’re cleaned, or with data entry, to make sure that there’s some metric that specifies how good the precision was between the entry and the original document.

And ever since I became aware of that test from Andy Grove, I’ve started seeing situations where really smart people put it into place. Like, even in the police force in L.A. For years, police were adopting these metrics of reduce crime, reduce crime, reduce crime, and that leads to things like stop and frisk. Stop and frisk is effective at reducing crime but it has this just grotesque side consequence of subjecting a lot of innocent people to abusive treatment. And so, they’ve learned to counterbalance the focus on reducing crime with a measure of community trust, “How much do you trust the police? Do you feel like they’re doing a good job looking out for safety?” And that’s a beautiful way to kind of restore order or a sense of balance to the work. So, that’s another one I would add to the quiver.

Pete Mockaitis
That’s good.
Well, then could you share with us a favorite quote, something you find inspiring?

Dan Heath
My favorite quote, this is from a guy named Paul Batalden, who’s a healthcare expert, he said, “Every system is perfectly designed to get the results it gets.” And that quote has become just like a brain worm for me. It’s so enlightening because it tells you in situations like Chicago Public Schools that at one time failed 48% of its students. It tells you the way CPS is setup is designed to fail half its students. So, if we’re going to get different results, we have to change the system.

But I think it’s also true in our own lives. I think that’s what’s so powerful about this quote, is if you find yourself perpetually dealing with the same dissatisfactions or the same frustrations, it’s a sign that the system is setup wrong. How do you change the system? We can’t just hope our way to a different result.

Pete Mockaitis
And how about a favorite book?

Dan Heath
This is definitely not my favorite book but I thought, in the wake of Clay Christensen’s recent passing, he wrote a wonderful book called “How Will You Measure Your Life?” that I think is a great excuse for all of us, just to be self-referential here in this podcast, to step out of the tunnel and think about the big picture and where we’re headed, and “Are we making the right micro choices to get the kind of macro results we want in our lives?”

Pete Mockaitis
And a favorite tool?

Dan Heath
Let me give you a small one. There’s an online tool called Toggl, and it has turned me into a time-tracker, and that’s what it is, it’s a time-tracking software that allows you to just see how you’re spending your time and devoted to categories. And I’ll tell you, I am not like a natural personal productivity person, okay? I am not the kind of person who puts labels on file folders, so this was unnatural for me. So, take heart if you’re a naturally-unorganized person. And it has really changed my day-to-day work. It’s made me much more cognizant of how I spend my time, and I’ve gotten strategic about it. Like, I’ll actually, from time to time, just do a check-in and see, “Am I putting hours against the things that are most important to me?” And that little tool made it a lot easier.

Pete Mockaitis
Oh, thank you. And how about a favorite habit?

Dan Heath
I’m going to throw out my coffee shop habit. And, look, I know everybody’s going to have a different one. But something about going to the same environment really brings out the best work for me, and I think it’s because it’s just like everything in the environment at the coffee shop now is a trigger or a cue to me to get into writing mode. It’s like it helps me get over that hump because I have so many associations with the look of the place, and the smell of the place, and the taste of the coffee, and it’s like my sensory environment is helping me replicate that state of getting into thoughtful writing mode.

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

Dan Heath
With this new book, what I found that resonates with people is this idea that the need for heroism is usually evidence of systems failure. If you think about we celebrate a lifeguard who jumped into the pool at the YMCA and saved a drowning child, obviously we want to celebrate that lifeguard, he may saved a life, but the need for them to jump in the pool and do the saving, maybe evidence that something was wrong with the way things were operated. Was the lifeguard chair too far from the pool and they have blind spots? Or was the lifeguard on their phone? Or was the lifeguard looking at something interesting happening in the pool and they had dropped their discipline of scanning the pool every 10 seconds? So, I think we should distrust heroics in a way, that if we’re repeatedly relying on heroics to get the job done, then maybe something bigger is at stake.

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

Dan Heath
Come visit me at UpstreamBook.com and there’s resources on the site that are free, there’s a lot more about the book if you’re interested, so, yeah, come there.

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

Dan Heath
I would say in the next week, let me challenge you to find a way to get out of the tunnel that you’re in, whether that is just taking an hour off of work and going and sitting in a coffee shop with your phone off and thinking about the big picture. Whatever that looks like for you, escape the tunnel and think about how you might knock down some of those recurring problems and irritants in your life.

Pete Mockaitis
Dan, this has been a treat. Thank you. I wish you tons of luck with “Upstream” and all your adventures.

Dan Heath
Thanks so much, Pete. It’s been a real interesting conversation.

521: How to Generate 100 Ideas in 10 Minutes with Dr. Roger Firestien

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Dr. Roger Firestien says: "The creativity comes in the stretch, the innovation comes in the stretch."

Dr. Roger Firestien shares his simple method for generating more original ideas.

You’ll Learn:

  1. The four guidelines for generating ideas
  2. Why silly warm ups seriously help brainstorming
  3. The magic number for creative ideas

About Roger:

Dr. Roger Firestien has taught more people to lead the creative process than anyone else in the world.

By applying Roger’s work in creativity:

  • Clorox solved a 77-year-old problem in 15 minutes;
  • General Motors came up with a $1.50 solution that saved the company $50,000 a week;
  • Mead Paper developed a world-class line of products and saved $500,000 a year;

Called “The Gold Standard” of creativity training by his clients, he has presented programs in creativity

to over 600 organizations nationally and internationally.

Roger’s latest book Create in a Flash: A Leader’s Recipe for Breakthrough Innovation provides techniques

to grow personal and team capacity for tackling tough challenges and recession proofing any business.

Thank you Sponsors!

  • Blinkist. Learn more, faster with book summaries you can read or listen to in 15 minutes at blinkist.com/awesome
  • Alitu. Coupon code: awesomejob

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

Roger Firestien
My pleasure. I’m happy to be with you today.

Pete Mockaitis
Well, I’m intrigued, so we’re going to talk about thinking and creativity. And I understand that when you like to think, one of your favorite things to do is drive tractors. What’s the story here?

Roger Firestien
I grew up in a farm in northern Colorado, and one of the beautiful things about being a part of my family is that my father didn’t say I had to be a farmer, right? And I got very interested in music, and the interest in music led to my interest in creativity. So, when I moved out to Buffalo, New York in 1978 to study creativity at the International Center for Studies in Creativity, I really never wanted to set foot on a farm again.

And a number of years ago, I went through some challenging times, and I ran into a fellow named Philip Keppler who owns a cattle ranch near Medina, New York which is about 40 miles northeast of Buffalo, where he grazes about 400 cattle. And so, Phil and I became friends, and I started to just go out to the farm to do what I call farm therapy. And what farm therapy is, is you go and you do stuff but you don’t have to make a decision on what you’re doing. My friend Phil says, “Let’s go move those bales up the north,” and we do it. my friend Phil says, “Let’s go move that tractor over there,” and we do it. My friend Phil says, “Let’s move those cattle over there to that pasture,” and we do it.

So, what it allows for me to do, and I do it regularly now, is that when I get stale with writing or when I get frustrated with what it’s like working in a university, in the International Center for Creativity, or running creativity consultancy firm, I go out there and I spend some time either driving a tractor, or working with cattle, or shoveling cow manure, or even falling in it sometimes, because what it does is it gives me break from what I usually do.

The other thing that farm therapy does to me is that, when I’m out there working on a field, and I’m supposed to, what we call bush hog, which is cut down a whole bunch of brush or anything, there is a tangible result from beginning to the end. You can see when it’s finished and there’s great satisfaction in that. In our work in teaching and writing, sometimes you often don’t see it.

So, farm therapy is what I recommend for folks who do businesses like us to be able to get away, get out in the fresh air, have somebody else make the decisions for them, and then oftentimes after that, I get some new ideas or some new insights for a new book I’m writing on, or program that I’m delivering, those sorts of things. It’s really taking a break both mentally and physically for how you spend your usual day.

Pete Mockaitis
All right. I’m convinced. Farm therapy.

Roger Firestien
I’ll see you on the farm, Pete. We can always use another hand.

Pete Mockaitis
It sounds like our next sponsor is a farm therapy offers.

Roger Firestien
International Harvest or John Deere, right?

Pete Mockaitis
So, I’m excited to talk about creativity and, in particular, I understand that you are capable of generating 100 ideas in 10 minutes, and we can all do this. How is that done?

Roger Firestien
Well, it’s not me that does it. It’s a group. So, let me tell you how it’s done. So, first off, let’s get a couple things clear here. One of the things we’re talking about is that we’re talking about an entire creative process here. Earlier on, in the 1950s, a gentleman named Alex Osborn, who happens to be the O in the advertising agency BBD&O, invented the brainstorming technique. But what Osborn realized was just an idea-generating technique isn’t enough. So, he also invented this process that helps you to define a problem, generate ideas, and then develop some plans for actions.

So, when we talk about generating 100 ideas in 10 minutes, it’s not difficult at all. And here’s the procedure that we follow. First, we’re talking about a group of about five to eight people, that’s about it, right? First thing you need to do is to go over the guidelines for generating ideas: defer judgments, strive for quantity, seek wild and unusual ideas, then combine and build with other ideas. Then, and here’s what’s really crucial, is we do a little warm up activity first, like a 5-minute warmup activity. And some of my favorite warm up activities are like, “How to get a hippopotamus out of a bathtub,” or, “How to improve a bathtub,” or, “What might you be able to do with 10 tons of orange jello,” right? Something fun, something sort of zany like that, and we use Post-Its, and we have people write down their ideas, say them out loud, and jot them up. And so, a warm up activity takes about 5 minutes.

Now, in addition to that, we also do this technique called forced connections, which is a technique that we use to combine different ideas from different perspectives. So, when you get stuck, oftentimes what tends to happen is you’re running down the same route. So, if I’m sitting here and if I’m working on a particular problem on, say, how to write a chapter for a book, and I get stuck, I might look around the room and see what ideas the lamp gives me, or what ideas my model rocket that I made when I was 12 years old gives me, or what ideas I get from pine trees at the backyard. And that’s the real essence of creativity, which is combining ideas in a different way than what they’ve been combined before.

So, we’ll oftentimes use pictures to help people to do that, from various aspects, pictures of food, or nature, or machinery, or people. So, then, let’s take a look at how to generate those 100 ideas. So, let’s say you’ve done a little warmup activity, and you’re working with a group, and you’ve generated about 25 ideas in 5 minutes. That’s not uncommon at all when you’re not judging ideas. Then, give the real problem that you want to work on to the group, take another 5 minutes, and oftentimes the group will generate between 25 or 30 ideas there.

Then we do a technique called brainwriting which actually helps people to write their ideas down. We use a little form where they write three ideas on a Post-It. It consists of nine squares. And what they’re doing this way is they’re working sort of in parallel. So, they’re all working at the same time. You don’t have to worry about a recorder, or a facilitator slowing down the process by getting those ideas up there. At the end of that 5 minutes, we usually have 60 or 70 ideas. It’s not uncommon at all to generate 100 ideas in 10 minutes.

Now, the thing behind that is, oftentimes then, what you’re going to find is about 20% of those ideas, about 20 or 30 ideas, let’s say 20% conservatively, are going to be good ideas that you can take and refine. Pete, what the formula really is in this is the generation of ideas doesn’t take long, but it’s the selection, the refinement, the building of those ideas, it does take the time.

So, let’s say you have an hour meeting and you want to generate some ideas for solving a specific problem you’re working on. First, come in with a well-defined problem, starting with the words that would invite ideas, like “How to…” or, “How might…” Then, give a little break, a little warmup activity work to challenge 15 minutes, and you’ll have about 80 to 100 ideas. Then the rest of that time, the remaining 45 minutes or so in the meeting, that’s what you need to use to select those ideas and refine those ideas and decide which ones you’re going to move forward. So, that’s sort of a formula for about an hour, an hour and 15-minute meeting.

Pete Mockaitis
Okay. Well, so lots of good stuff in there. Now, let’s talk about the warmup. I imagine the goal here is that you get people have an easier time generating lots of wild ideas about something that is not close to home than they do generating wild ideas about something that they see every day, and so you’re getting their brain in that zone via doing something a little bit more distant. Is that kind of the logic here?

Roger Firestien
Pete, you’re absolutely right. And we do a warmup for three reasons. First, to briefly train the group on the technique. You can’t expect a group to go in there and just get creative, like, “Okay, we need some creative ideas.” So, first, a little training on them. Next, to sanction the time for speculation. And when I say sanctioning the time, people will come in from a meeting and they’ve been busy with other aspects of the day and other things are going on, and so what we do is we draw a line, we say, “Look, the way you’ve been thinking before, judging, putting things into action, executing, we’re not going to do that right now. We’re going to speculate. We’re going to try out some new ideas.”

And then the thing also is to create what we call judgment-free zone where people aren’t judging their ideas. They’re just coming up with those ideas. And you’ve got it exactly, what we want to do is we want to create something that’s fun, whimsical, non-threatening, away from the problem to generate that energy and to also practice the technique.

And so, in the book Create in a Flash, we have a bunch of warm up activities listed on page 69. And so, the whole purpose there, Pete, is for people to defer their judgment, think differently, and sanction that time for speculating. Then you can go in and work on the type of challenge. And I have to tell you, my entire career, when I neglected to do a warmup activity, I did that twice, either I thought the group was already warmed up or I didn’t have time. And what I had to do was go back into a warm up activity.

And, oftentimes, people will say, “Well, warmup activity is silly.” Well, by design it’s silly. Or they’ll say, “Well, I can’t work with my CEO on this.” I’ve had CEOs, I’ve had army generals, I’ve had people in government do warm up activities, they love it because it gives them a chance to loosen up, to have some laughter, and then that energy from that warm up, you move into working on with the challenge at hand. Oftentimes, what tends to happen is, the reason why people are not successful in idea-generating sessions is, one, they haven’t warmed up or, two, they haven’t followed the guidelines for generating ideas.

Pete Mockaitis
Yeah, that makes total sense to me. And the warm up, I think that’s well-stated in terms of the warmup is producing an energy, a state of mind, a groove, and that’s just huge.

Roger Firestien
Thanks.

Pete Mockaitis
I find that when I’m giving a speech that goes amazingly versus, you know, fine between that…on that continuum. The difference is largely what kind of a state did I get into prior to in terms of was I curious and eager to connect with the audience, or was I kind of in my head in terms of I have these eight takeaways that I’m going to convey now.

Roger Firestien
Right. And here they are, one, two, three. I got to get them out, yeah. Yeah, that’s a challenge of every speaker. What I’ve also found too, and I‘m sure you found this too, it’s like less is more. So, yeah, but you get on that track, “I got to get these takeaways out there,” yeah.

Pete Mockaitis
So, excellent point then on the warmup, and I appreciate hearing about the general in terms of, okay, this is a serious person who has lives at stake who takes the time and finds it great. So, very cool.

Roger Firestien
And also, the thing about that is generals, people like that, will use that. For example, generals realize the value of training and being very, very well-trained. And what this does is it gives some training on something that they have no stakes in at all so they can experience the process, they can experience the procedures. And then when you work on the real challenge, and you’re trained already to do it. I mean, you practice target shooting before you have to go into combat. Same thing, you practice generating ideas in a really fun way before you have to apply them to the challenge at hand. And to your point too, it’s simple but it’s huge. It’s easy to do, it’s easy not to do. And so, it’s just that very simple thing when people do it, they’re successful. When they don’t, generally they’re not.

Pete Mockaitis
Okay. And so, I also want to talk about, so we’ve got that five to eight people who are able to generate 25 to 30-ish ideas, lickity-split. And then you do some stuff with Post-Its and three-by-three which turn into a whole bunch more. So, can you go into some details, as to what are we doing with that three-by-three and the Post-It stuff?

Roger Firestien
Well, first off, the Post-Its is pretty common in this business, and we use it in those things called brainstorming with Post-Its. And so, the first 5 minutes is people are generally writing their ideas, they’re saying them, they’re getting them up on a Post-It, and then they’re going up on a flipchart that the facilitator is running, and that’s brainstorming with Post-Its.

This other technique, is called brainwriting. And it’s a really cool tool because what it does is have people work individually. And so, we have a little grid here and we have nine Post-Its on it, three across, three across, three across. We write the creative questions at the top, we say to people, “Write three ideas, put the form out in the middle, pick up a form somebody else has not completed, write three more ideas on that.”

And so, they’re writing ideas continuously. The beautiful thing about this, Pete, is that they already have ideas generated from their brainstorming with Post-Its that are up there on the flipchart. They can use those to build ideas off of this wonderful little brain-writing technique, they can build ideas off of it as well. And the key is to use both. First, is stick ‘em up brainstorming, or the brainstorming with Post-Its where you get all those ideas out in a very wide format, and then, using this brainwriting tool to help people to add onto those ideas to refine them. And, oftentimes, the second round with this brainwriting tool, the ideas are a bit more well-defined because people have to write the ideas down, they don’t say their ideas anymore.

So, they write three ideas, put the form in the middle, pick up a form somebody else has used, write three more ideas, so it’s three ideas and go, and three ideas and go, and three ideas and go. And they will often, say, you’ve come up with 30 ideas with brainstorming with Post-Its, oftentimes people will double that with the brainwriting, 60, because they’re warmed up, they have ideas to build off of, and they don’t have to compete for airtime to get those ideas out there.

Pete Mockaitis
And so, when you say pick up a form, what’s on the form and what are we doing with that?

Roger Firestien
Well, if I can refer to the book, on page 78-79, also there’s PDFs that go along with this, if go to CreateInAFlashBook.com, there’s a downloadable PDF of this form called brain-writing, and all it is is just a simple little grid with nine squares. We put nine three-by-three Post-Its on it, and write these three ideas and go, and three ideas and go, so it’s really pretty not complicated at all but it’s a group process of getting those ideas out that really gets them going.

Pete Mockaitis
Okay. Let me get out of this, but aren’t you writing in both of these phases? So, brainwriting is not actually distinctively different with the writing because writing had happened earlier as well? I’m getting hung up on the word brainwriting.

Roger Firestien
Yeah, the distinction between brainwriting is, first, when you’re doing stick ‘em up brainstorming or brainstorming with Post-Its, you’ll write your idea on a Post-It, you’ll say it out loud, you’ll hand them up to a facilitator that will put the idea on the chart. By saying it out loud, other people in the group can build on that idea and add to it.

Now, with brainwriting, you’re not saying your ideas out loud. You’re simply writing three ideas down, putting the form in the middle, picking up another form, reading the ideas that other participants have jotted down, either building on those ideas or adding more ideas that are coming to mind. So, the second time, the brainwriting is, yes, you’re writing those ideas down, yes, you’re recording those ideas, you’re just not saying them out loud, and you’re doing three at a time.

Pete Mockaitis
Okay. And so then, from there, we got a whole bunch of stuff. What happens next?

Roger Firestien
Well, then what you do is you need to converge on those ideas, all right? And we actually talk about this, in addition to Create in a Flash, there’s 20 videos that go along with it. So, when you go to CreateInAFlashBook.com, you can actually see this process happening. And we have in the front of the book the directions to find those online videos so you’ll actually see what we’ve talked about happening, Pete. And that’s probably the best is go to the website there and look at brainwriting in action.

But after writing those ideas, we do a technique called highlighting. And the first thing we do in highlighting is we take just colored dots and we have the person whose problem we’re working on go up to the charts and mark what we call the hits. These are the ideas that are interesting, intriguing, workable, might solve the problem, you like them. You mark as many hits as you like. Then, from there, you take those hits, you cluster them together into themes, right? Then you restate that cluster as an action or as a new idea.

So, what you’ll have is a whole bunch of ideas for solving a particular issue that will cluster around a certain area. Those build into a concept, then you label that concept with a verb phrase, and then from there you can go further to refine the ideas and develop them. So, that’s the basics around generating them, and then focusing on them. What’s real crucial, after you spent all this time to generate these ideas to not just go up and pick one idea. Well, in that case, why did you spend all those times generating those ideas in the first place?

So, the converge is a very gentle converge. First, what’s interesting, intriguing, workable, how do those relate to each other. And then, once you got that, labeling the cluster with a concept or a phrase that really captures the action, the essence of that idea cluster.

Pete Mockaitis
Okay. And I’d also love to get your take on when we’re trying to create independently on our own, what are some of your pro tips to do that well?

Roger Firestien
Well, very simple, following the same things, creating on your own as you would create in a group. For example, artists have sketchbooks. A dear friend of mine is an artist, when you look through his sketchbooks, he’s got thousands and thousands of sketches in there just jotting down new ideas, just sketches and those sorts of things.

So, when you’re working by yourself, first, define the problem, have a well-defined problem, like, “How to reduce the cost of this project?” or, “How to raise the money for this project?” or, “How to get my leaves raked in my backyard without too much effort?” And then just defer judgment. Don’t judge. Jot down all the ideas that might come to mind. What you might find is the first 10 to 12 ideas, this probably will come pretty easily for you, you kind of probably thought about those ideas before.

The next one is you might have a bit of a challenge around, so that’s when we recommend using this forced connection tool. So, say, you’re looking at ways to reduce costs on a project, well, then you look around the room, and you say, “Well, what ideas does my telephone give me for reducing costs on this project?” Well, maybe an idea would be, communicate the need to it broader. Broadcast out why you need to do it. My phone has got push buttons on, so separate the project down.

And so, that will spur you on to come up with some more ideas, but I recommend people stretch for about 30 ideas. Now, they don’t have to do it all in one setting. The beautiful thing about the creative process and why tractor time or farm therapy is so helpful is when you step away from the challenge, oftentimes new ideas begin to surface there. And that’s when it’s important to have your smartphone with you to just say those ideas into a voice memo, or have a sheet of paper where you write the idea down, because oftentimes when we find that you start working on a challenge, other ideas are going to be coming in because it stirred your brain up to come up with more ideas and more concepts. We have some good research that shows that that seems to be the case.

Pete Mockaitis
And I’m curious, this number 30, is there some magic to it?

Roger Firestien
Yeah, a bit of magic. So, one-third, one-third, one-third principle. And so, early on, when we were working with the creative process back in the early 1980s, I ran a consulting company called Multiple Resources Associates, and this was early on in a lot of the development of creative process where we really had to try and chart a place, “Where are we going to get breakthroughs when we’re working with our clients?”

And so, as we went through many, many, many, many transcripts, we often found that idea 30, 32, 33, 34, 35, that’s when the new ideas were coming. And so, this is also based on an early principle around the old brainstorming technique, and essentially, it’s this. The first third of your idea production, about the first 10 to 12 ideas, tend to be the usual ideas. These are the ideas you’ve of thought before. These are ideas that are already roaming around people’s heads.

The second third, from idea 12 to 20, or 25 or so, those are kind of the crazy ridiculous ideas. It seems that people have loosened up a little bit, they get a little crazy, a little goofier. They’ve exhausted the usual associations that they have around solving that problem. Then the next third, the third third, that’s where the pay dirt comes, that’s when people come up, begin to make new combinations using that kind of crazy stuff they came up with the second third, some from the first third, and that’s where the new ideas and insights begin to blossom.

And so, I say the idea 30 to 35, you’re bound to get some new insights there. But what often tends to happen is we sit around in a group and we generate 10 or 12 ideas for solving a problem, and we think we’re getting real creative, well, you’re not. All you’re doing is getting those ideas out there that already romping around people’s heads. The creativity comes in the stretch, the innovation comes in the stretch. But that’s what’s behind that idea of saving the quarter for about 30 ideas or so.

Pete Mockaitis
Okay. And so then, I’d love to know, you talked about forced connection, hey, you look around, there’s a lamp, there’s a telephone. Are there any other ways you recommend bringing useful stimuli into the equation for association?

Roger Firestien
Well, I want to save your listeners a lot of money because the whole idea of forced connections is really the basis of what creativity is. There’s lots of books out there that give you 101 ways to come up with more ideas, those sorts of things, and they’re all based on the concept of making a sort of remote association, an association with something that’s not related to the problem at all, which is combining ideas that usually don’t appear to be related in any way.

Now, what we use is we use visual forced connections. So, if you’re in a session and the group is slowing down, we’ll have a series of pictures, lots of pictures, and they fall into four categories. One category is people, second category is nature, the third category is machinery or the non-living world, and the fourth category is food. And we’ll just have these pictures just scattered out over a table. When people get stuck, they can take a look at the pictures, see what ideas it gives them, use that to create a connection and come up with a new idea.

Now, you can use pictures but you can also use smells. You can also use sounds or music. You can also use taste. In other words, you’re working on a problem in some way, and you’re tasting cinnamon. What ideas that cinnamon bring to mind? Or you’re working on a problem and you see an ocean liner. What idea does an ocean liner bring to mind? That’s the basics of it, Pete. Taking a look at something or making connection with something that’s not related to the problem at all and use that connection to create a new idea. And that’s my go-to tool.

So, there’s other tools that you can use but if we’re going to give our listeners something that they can use consistently, it’s this forced connection tool. We have an interview on one of the videos of a gentleman named Dr. Robert Gatewood, who took one of my classes and he said, “I would leave class, and as I was driving, I’d be working on a problem, and I’d look around and I’d see what connections I might get from a stoplight, or what connections I might get from a building.”

And there’s an interesting story about forced connections if you want to go into that in a second, but I want to make sure that I’ve responded to your question here.

Pete Mockaitis
Oh, yeah, got it. It’s storytime.

Roger Firestien
Storytime. So, one of the people that we talk about is a gentleman named Wilson Greatbatch. Now, do you know who Wilson Greatbatch is?

Pete Mockaitis
I don’t.

Roger Firestien
Most people don’t. You know what a pacemaker is?

Pete Mockaitis
Yes.

Roger Firestien
Of course, you do. Wilson Greatbatch invented the pacemaker, and he actually lived about 10 miles from where I live, and I got the opportunity to visit with Dr. Greatbatch a number of times. Now, one of the things that led to the invention of the pacemaker was a lot of failures, a lot of trial and learn is what we call them. And Wilson Greatbatch is wonderful about reframing failure. He said, “I look forward to failure as a learning experience. Nine out of ten things that I worked on fail. But the one that works pays for the other nine.”

So, in my conversations with him, the idea for the pacemaker, he told me, actually came from a hazard flasher on the side of a road. So, he’s driving back from a meeting one time, he sees this construction site, he sees all these hazard flashers flashing. That flashing made the connection between the pacemaker electrical charge and this network with the heart. So, that’s one example.

Pete Mockaitis
Cool, yeah.

Roger Firestien
Yeah, cool. They all are, yeah.

Pete Mockaitis
Interesting. So, trial and learn instead of trial and error.

Roger Firestien
Yeah, trial and learn because whenever you do something, you create a result. It might not be the result you anticipated, but the question is, “What can you learn from that result?” If you look at highly-creative people, they see failure in a different way. They see failure, they don’t attach a negative value to it. They see failure as, “Well, gee, that didn’t work. What else might work? What else might work?” Edison was famous for his quotes on this, but he was about halfway into inventing the lightbulb, and somebody asked him, “Mr. Edison, how many tries have you tried to invent a lightbulb that haven’t worked?” He said, “Well, I’ve succeeded in proving 700 ways it will not work. When I find a way that will work, I will be 700 ways closer to that.” And so, it’s that whole attitude about failure.

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

Roger Firestien
So, as far as creativity is concerned, and as far as things that your listeners can take away from, I think it’s really crucial that oftentimes people think that creativity is just coming up with lots and lots of ideas. But what I found over my 40-year career is that oftentimes, most of the time, what we think is the problem isn’t the problem at all. And that’s why it’s important to ask a lot of creative questions, which is what we talk about in the book.

Now, Pete, this is we talked about generating lots of ideas for solving a problem. You can use that same principle to generate lots of creative questions. So, if you’re coming up with creative questions, just differ judgments, strive for quantity, seek wild and unusual questions, combine and build other questions. And when you get those out, once again, 30 questions or so, look through those, find the best one, and then you’re going to to be much more on target for generating ideas.

So, I would say that’s one of my favorite things for your listeners to take with you. It’s like don’t accept the initial definition of the problem. And in my entire career, as I’ve facilitated hundreds of groups of creative problem-solving, there’s been one time, one time only, that the initial definition of the problem was the real problem. The rest of the time, that wasn’t it at all. It was somewhere else.

Pete Mockaitis
And so, by asking, you’re brainstorming different iterations of the problem or question to be solved, and in so doing, you’re sort of following the same process of zeroing in on which one seems the most resonant, workable, compelling?

Roger Firestien
Yes. What we do is we have you phrase those questions beginning with a phrase as a question. So, we use words like “How might…,” or, “How to…”, “What might be all the ways to…” And what those do is they setup the question as a divergent question. In other words, they’re opening your mind to search for ideas. So, “How to reduce the cost…” is very different than saying, “We don’t have enough money, okay?” That statement blocks your thinking. “How to reduce the cost…” tells your brain to begin to start to look for some ideas. So, using language in that way really helps to open up your thinking. It also helps to diffuse a lot of arguments and stuff as well.

So, if you’re in a highly-charged situation and people have different points of views, well, just phrase your point of view as a “How to…” or, “In what ways might we…” you get it up there on the chart and people feel heard, they feel valued that way. That’s one of the other things about the idea-generating process when you’re using something like brainstorming with Post-Its, everybody’s idea is valued, everybody’s idea gets up there, everybody’s idea gets heard, and so that builds teamwork. And the best way to solve a problem or the best way to build a team is to solve a problem together.

Pete Mockaitis
With that, could you now share a favorite quote, something you find inspiring?

Roger Firestien
A favorite quote that I find inspiring? Yeah, yeah, I do have a favorite quote. Thanks. And this is one of my favorites. It’s from Create in a Flash, and I didn’t know this was by this person, but Mike Wallace, a columnist, I love this quote, he said, “If you don’t wake up in the morning excited to pick up where you left your work yesterday, you haven’t found your calling yet.” I just love that quote because if you look at creative people, if you look at people that are passionate about their work, that’s what they do. It’s like, “I’m ready to start tomorrow morning because I’m so excited to pick up where I left off.” So, that’s one of my favorite quotes, yeah.

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

Roger Firestien
Ah, well, I’ve got a bit of research. Actually, this is my doctoral research that we did back in 1987. And what we did was we compared groups that were trained in creative problem-solving with groups who were not trained in creative problem-solving. We gave them a real-life problem to solve, we took them over to the television studio on the campus, and we videotaped them while they solved the problem. When we analyzed the videotapes, we found the groups that were trained in creative problem-solving methods, the things that we’re talking about, participated significantly more, they criticized ideas less, they supported ideas more, they laughed more, they smiled more, and they generated twice as many ideas as the groups who were not trained in creative problem-solving.

Now, when we gave those ideas back to the business people that gave us a problem to work on in the first place, we found that the groups who were in creative problem-solving outproduced the untrained groups by about three to one on high-quality ideas. And the output of this is that they had more, better ideas to choose from, so they had a much greater array of ideas that they could choose from. Henceforth, a much greater possibility of solving the problem.

Pete Mockaitis
Yeah, it’s so interesting. So, three to one on quality, and two to one on quantity.

Roger Firestien
Yeah, just about like that.

Pete Mockaitis
That’s intriguing.

Roger Firestien
So, again, Pete, what was that again?

Pete Mockaitis
So, you said it was three to one on quality.

Roger Firestien
On quality.

Pete Mockaitis
And two to one on quantity.

Roger Firestien
Yeah, two to one on quantity. Yeah, I’ve never really looked at it that way before, yeah.

Pete Mockaitis
So, that means that the average quality score, if you will, I don’t know, of a given idea was better still.

Roger Firestien
Yes.

Pete Mockaitis
As opposed to, “Well, yeah, they had more good ideas. They had 10 times as many so some of them were bound to not suck.” It’s like, I don’t know, the average quality was higher too.

Roger Firestien
You know, that’s an interesting way to look at that, a great way to look at that. I’ve got to write another study, Pete.

Pete Mockaitis
And how about a favorite book?

Roger Firestien
Well, come on, “Create in a Flash: A Leader’s Recipe for Breakthrough Innovation.” We just released it. So, I love this book.

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

Roger Firestien
A favorite habit. Well, I think, yeah, let me give you a couple of things. One is I’m in a wonderful position to be able to kind of control my schedule. So, one of my favorite habits is naps. And if you look at folks that are highly creative, they’ve taken naps, they’ve taken refreshers. And so, if you can sneak in a short 20-minute nap sometime during the day, that gives you what I call as two days. Because you work for a certain pace for a while, and usually about 2:00 o’clock or 3:00 o’clock, I tend to slow down. So, a little nap, a little quick meditation just to refresh, then you’re good for the rest of the day. That’s one.

And then the other thing is just really be aware that you’re always coming up with ideas, and just writing those ideas down whenever they occur to you. So, when I’m out doing farm therapy, I always have my smartphone with me because 99% of the time, I’m going to come up with an idea there to help me with something I’ve been working on, because your brain is working on it all the time just on a deeper level. You just have to get out of the way with your judgmental thinking to let those ideas begin to surface.

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

Roger Firestien
What you think is the problem is not the problem at all. And I think that’s really one of the biggest nuggets that I can give to people that would say when encountering an issue, or a challenge, or a goal, or an opportunity, don’t accept the first definition of it. Challenge your thinking about it to see the other angles of it, to see this might be a symptom. This might not be the main issue. So, I guess I would say challenge your initial definition of what you think the problem is. And, many, many times, that’s going to really help you to come up with some brand-new insights, insights you wouldn’t have thought of before.

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

Roger Firestien
Go right to my website RogerFirestien.com, it’s German. And you can go there, you can take a look at the programs we have available. And if you find the Create in a Flash button, you can click on that and find all those videos for free to download, printable PDFs along with that brainwriting form that we talked about. So, RogerFirestien.com.

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

Roger Firestien
Yes, I think the final call to action would be when you’re working on a challenge, step back from it, right? In other words, first, spend some time figuring out what the real problem is, don’t accept the initial definition of the problem. Challenge your definition of the problem. Step back from it and then be ready to capture those ideas whenever they occur to you. And that I think would be the biggest thing, because we’re coming up with ideas all the time.

And, oftentimes, I think you probably have, Pete, the occasion where maybe you’re falling asleep at night, an idea comes in, and you go, “Oh, I’ll remember that,” or you’ve taken a shower and say, “Oh, I’ll remember that.” Well, no, you won’t, okay? Get that idea down as soon as it comes to mind. So, the big takeaway to help people become awesome at their jobs is one of the things that we know is that when you’re away from work, that’s when you’re going to probably have some of your best ideas. Very few people tell me that they get their best ideas at work. When you’re away from work, that’s the time when the ideas are going to surface, so be ready to capture ideas whenever and wherever they occur to you.

Pete Mockaitis
All right. Roger, thanks so much for sharing, and I wish you lots of luck and many great ideas.

Roger Firestien
Thank you, Pete. This has been a delight. I really appreciate it.

447: What Innovators Do Differently with Hal Gregersen

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Hal Gregersen says: "One of the greatest gifts we can give to ourselves and others is choosing to innovate, choosing to create something new and different."

Hal Gregersen reveals the key skills of disruptive innovators–and how you can get them too.

You’ll Learn:

  1. The core five skills required for innovation
  2. The questions disruptive innovators ask
  3. How to network for new idea

About Hal

Hal Gregersen is the Executive Director of the MIT Leadership Center and a Senior Lecturer in Leadership and Innovation at the MIT Sloan School of Management where he pursues his vocation of executive teaching, coaching, and research by exploring how leaders in business, government, and society discover provocative new ideas, develop the human and organizational capacity to realize those ideas, and deliver positive, powerful results.

Items Mentioned in this Show:

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

Hal Gregersen
Delighted to be with you, Pete, once again.

Pete Mockaitis
Oh, yes. Well, I’m thrilled to have you again. And so, last episode was 385 for folk who didn’t hear back in January, and we talked about questions, and it was so fun. But I’d love to hear, in the interim period, what are some fascinating questions that you’ve encountered in these months that have passed?

Hal Gregersen
Well, one that I bumped into came right after a speech at South by Southwest. I had the chance to get in the car and drive north of Austin, Texas to Waco, Texas and did some work with the folks at Magnolia, Chip and Joanna Gaines and their senior people there. And at the end of some conversations about where they’ve been and where they’re going, we actually explored, quite deeply, what kinds of questions really matter in this new launching point at Magnolia.

And one of the questions that crossed my mind, that we talked about briefly, was, “What is truth in a healthy relationship?” And I realized that when a relationship, be it at work or even at home, is unhealthy, truth takes on a completely different element or definition in unhealthy versus healthy relationships. And I honestly don’t have the perfect or great answer to that question. I’m exploring it. But it was one that’s caused me to think twice about the kinds of things I do at work and at home.

Pete Mockaitis
Well, that reminds of the gospels with, I think, it’s Pilate who asked, “What is truth?” It’s like, “What a question, man. That’s tricky.”

Hal Gregersen
Well, I mean, whatever it is, truth, lie, but the notion is in a very unhealthy relationship, truth gets defined by a single person. So, think of an abusive boss or even an abusive partner or spouse. In those instances, the world revolves around that individual, and truth gets singularly defined by them. And their version of truth is very untruthful. It’s just full of shades of grey and ugliness. But in a healthy, equal sort of context relationship, be it, again, at work or at home, truth is a different thing, and it’s consensual, and we’re creating it, and it’s something beautiful versus the opposite.

So, again, it was an amazing conversation with Chip and Joanna Gaines and some of their senior people around some of the key issues, and they just raised some really important questions. And they care deeply about creating spaces there, in our homes especially, where truth can thrive.

Pete Mockaitis
That’s good. Well, we were just breaking the ice and then you’ve got some…

Hal Gregersen
We love to break deep ice. We love to break deep ice, right, Pete?

Pete Mockaitis
That’s good. Well, I appreciate it. I’ll be chewing on it for sure. And I want to chat with you, in particular, right around now because you’ve got another book coming out here, The Innovator’s DNA. What’s the big idea here?

Hal Gregersen
Well, the big idea is this book is a revised version of one that came out in 2011, and basically, we’ve updated it. But here’s the genesis of the book The Innovator’s DNA. Jeff Dyer, a good colleague, and I were talking about the innovation skills of disruptive innovators, and we then crossed paths with Clayton Christensen of Harvard Business School who coined the term “disruptive innovation.”

And we asked Clay, in a very direct way, “You made up, you created this concept of disruptive innovation arguably,” and the question we asked him was, “How do people like Jeff Bezos at Amazon, or Peter Thiel at PayPal, Niklas Zennstrom at Skype, this again was 15 years ago, how do those people get the ideas that actually disrupt entire industries?”

And Clay had his big, six-foot, seven-foot hands, scratched his head and thought, “I don’t know. I mean, we collectively concluded, ‘Let’s figure it out.’” And so, we interviewed a hundred plus of these people from all over the world, Diane Greene who founded VMware, Fadi Ghandour who founded a company in the Middle East called Aramex, and basically had the chance to ask them, “What were you doing when you caught the initial idea that led to a very disruptive organization that changed the world in the face of it?”

Pete Mockaitis
That’s an exciting question, and I’ve enjoyed perusing your Appendix A, Sample of Innovators Interviewed, and it’s an impressive lineup there. So, what were they doing? Were they all showering? What were they up to?

Hal Gregersen
Well, what you do is you watch them go about their everyday work, and they spend 30% of their time doing something that other leaders don’t, even CEOs and founders. And here’s what they do. Number one, they wake up in the morning with a problem or a challenge to be solved or found. They are problem finders and solvers. That’s how they approach the world.

And so, they have that mindset. And once they get into that sort of focus, it’s like, “Okay, I’m going to now try to figure something out,” and they do it with five very specific skills. They ask very challenging, status quo challenging questions, frequently and often. They observe the world like anthropologists. They’re carefully watching and paying attention. They network and talk to people who are the polar opposites of them, very different, in order to get new insights and spark new insights. They experiment and try things that other people aren’t willing to try, small, fast, cheap experiments.

And when they behaviorally do those things – questioning, observing, networking for new ideas, and experimenting – it actually gives them the ability to connect the unconnected, to think associatively, to put together ideas that other people couldn’t. Einstein called it “combinatorial play.” And imagine someone actively solving a problem, getting up, getting out, getting into the world, asking provocative questions, making deep observations, talking to creative people, experiment and trying things, and taking the time to associatively think and put stuff together that other people don’t.

Imagine that kind of active problem-solving process, getting primary information, primary data, versus other leaders, or people even in organizations, sitting in their office space being tasked with giving a creative new idea, and that’s basically all they do. They think.

Pete Mockaitis
“Go get an idea.”

Hal Gregersen
They think. They sit there and think with each other, and they talk in their office spaces, and they look at Excel spreadsheets and PowerPoint files. And at the end of the day, if you’re betting your retirement income on the ideas that come out of those pretty stilled land, office space conversations versus this very active problem-solving and finding approach, of getting up, getting out, observing, networking, experimenting, questioning, and associatively thinking, you know, where would you put your retirement funds? And, basically, they go towards the people who are using these discovery skills to find and solve problems. Because when we use these skills that way, we actually reduce the probability of failure with our brand-new idea. It makes it more likely to happen.

Pete Mockaitis
Well, it also sounds like a whole lot more fun.

Hal Gregersen
Oh, totally. Absolutely. Totally.

Pete Mockaitis
Yeah, okay. Well, there’s so much good stuff in there, so I want to maybe start with the problem finding and solving. So, you say they spend 30% of their time doing stuff that others don’t, and that is they wake up, these innovators, and they just want to find a problem or solve a problem. It’s just like it sounds like in the first minutes of arising.

And so, those problems, are they kind of like all over the place in terms of, “Oh, this is an interesting thing I want to tinker with”? Or are they kind of pretty focused in terms of in their kind of functional or industry zones?

Hal Gregersen
They’re deeply focused within their own. They’re deeply focused within a space but they’re open to other surprises. And this is where, if you go to Jeff Bezos at Amazon, it’s like, here’s this guy working in financing, notices out of the corner of his eye, 25 years ago, that the internet was explosive growth rates of 1200% to 1500% per year, and he’s like, “What’s going on over there?” And that’s the point at which he then becomes very curious and very actively using these discovery skills to collect new data, and all of that work relentlessly trying to figure out, “What’s going on with this internet thing?” leads him to sell books on the internet which other people weren’t doing.

And so, the notion is we actually do care about something, as Richard Branson said, enough to do something about it. I remember this story of an animator at PIXAR talking about Steve Jobs getting in the elevator, 20 plus years ago, and surprising this young animator with a whole series of questions, again, two or three decades ago, around, “What kind of music do you listen to? And what are you paying attention to with your music? And where do you listen to your music? And how do you store your music?”

And he’s asking him all these questions about his music in the elevator, and Steve Jobs was trying to figure out the iPod. And it didn’t matter where he was, even if he was in an elevator with a stranger, he was trying to figure out better data to find and solve this issue around the iPod. And so, they care deeply about an issue.

And, frankly, I bet more than half of the leaders I interact with around the world really don’t care about the work they’re doing. They don’t care deeply about the problems and challenges they can find and solve in their own space. That’s the starting point to use these discovery skills to build something different.

Pete Mockaitis
Yeah, it feels kind of like an obsession. It’s like, “I’m going to talk to anybody I bump into about this thing because it’s on my mind a lot.”

Hal Gregersen
And that’s how it works. And so, whether it’s David Neeleman who founded JetBlue in the U.S. a while back, and Azul Airlines in Brazil, and now he’s founding a new airline in the U.S. called Moxy, but Neeleman’s constantly exploring and trying to source new information with these discovery skills to be able to solve problems and build things other people don’t build.

Pete Mockaitis
Yeah. And this reminds of the times I’ve certainly been in the throes of a question, and I just want to investigate. And I’ve often thought, “Boy, if I were to become a detective in law enforcement, I might become a terrible husband,” because it would just play in these, like, “Oh, I’m so close. How does this all fit together?”

Hal Gregersen
Yeah, exactly. But that’s how it works, Pete. That’s how it works.

Pete Mockaitis
Certainly. Well, so I imagine that, well, some have it, some have not found out ways to, I don’t know if the word is “control” or “harness” or “tame the wild stallions of obsessive innovative thought.”

Hal Gregersen
These hundred plus innovators, disruptive innovators, we interviewed for The Innovator’s DNA book, I don’t think they did shut it off, you know. They are relentless, obsessive problem finders and solvers. And so, I mentioned David Neeleman. Here’s this guy who grew up, he’s roughly my age, late 50s or early 60s, and this is 40 years ago. He bumps into a woman named June Morris, and they found Morris Air, and then that gets sold off to Southwest Airlines. And then David Neeleman gets fired from Southwest by Herb Kelleher because he’s too innovative, and he has a five-year non-compete agreement. He comes back and he founds JetBlue Airlines, and is incredibly successful by all metrics and standards.

Then he goes back to where he was born, in Brazil, to found Azul Airlines on a JetBlue model slightly modified for the Brazilian markets. And so, David, whenever he’s operating in the world, he’s asking these catalytic questions. And the first starting point becomes, “What’s going on here?” And so, David’s constantly asking of the world around him, “What’s working here? What’s not working and why?” And those are simple to ask but it requires huge trust to be able to get answers to them.

Pete Mockaitis
And when you say trust, what do you mean?

Hal Gregersen
You know, if I walked outside of my office right now and asked the staff around me, “What’s working? What’s not and why?” They would be maybe looking at me, like, “Can I trust you with the real answers? This is working and that’s not.”

Pete Mockaitis
So, it’s on their point of view.

Hal Gregersen
Exactly. So, it takes a deep commitment that I’m not just asking these questions to be clever or get a career advancement, I’m asking to make this place better off for us and for the people we’re serving. And that’s how David operates in the world. And so, you’ve got these relentless set of questions about the way things are, the status quo, and what’s working and what’s not and why, to lead him then to like, “Well, why don’t we try this? And how might we do that? And what if we try this?” These are very prescriptive world-changing questions.

So, his what-if question around, “What if we stopped having paper tickets? And what if we gave people codes over the phone to get on our planes at Morris Airlines?” ultimately led him, he actually was the inventor of electronic ticketing. And then when he goes down in Brazil, their issues of, “Where are we going to fly out of? What airport are we going to get some landing rights to?”

There were two major airlines in Brazil who’ve locked up all the major airports near Sao Paulo and Rio de Janeiro. In Sao Paulo, there was an airport an hour and a half away, and they actually got some landing rights there, ended up getting it all set up. And a few months before the launch of Azul Airlines in Sao Paulo, they realized the taxi ride from downtown Sao Paulo to the airport, on average, costs more than the ticket of the airplane. It was just too far away and too expensive.

And so, David’s like, “Well, why don’t we just build a huge bus system to transport thousands of people every day?” The senior leaders were like, “We’re not in the bus business, David.” And David’s response was, “Well, why not?” And he was persistent about it. And now they have these amazingly clean, Wi-Fi-equipped, very wonderful rides in downtown Sao Paulo to the airport.

Conversely, in Rio de Janeiro, they again couldn’t get landing rights at the main airport, but there was this airport off the Copacabana Beach in right down downtown Rio de Janeiro. There was a military airport that was not being used. And David and his team went to the government and asked them about it, and their answer was, “No, you can’t.” David’s response was, “Well, why not?” And he was completely persistent about this “Why not?” to the point that that’s where they finally started the Azul Airlines, was at that, “We’re not going to have it here” airport off the coast.

So, yeah, it’s just the way he operates and others like him. They’re constantly asking these questions of descriptively what’s working, what’s not and why, that leads them very practically to, “Well, how might we do this differently? And what if we try that and why not this?”

Pete Mockaitis
That’s cool. So, boy, there’s so much there. I think maybe we talk about these people. I want to maybe touch upon some of the research in the book about nature versus nurture, if anyone is saying, “Oh, yeah, but that’s them and not me.” What do you have to say to that?

Hal Gregersen
Well, my first response would be, if I could see the hands of everybody listening to this podcast right now, and ask them, “How many of you define yourself as innovators?” If the group out there was like any group of leaders I asked that question of in the world, about at most 50% of the hands go up. And then I’ll ask them, “Well, do you solve problems?” And everybody’s hand goes up. And now I’ve got them cornered to that plan, it’s like, “Well, if you’ve got a problem you know the solution, and you have to create a solution, what do you have to do? Well, you’re an innovator, right?” And they’re like, “Oh, got me. You’re right.”

And so, the issue is some of challenge of this nature versus nurture and “Am I innovative or not? Am I creative or not?” it all gets bundled up into these weird words of innovation versus “Do I just solve problems creatively?” The second part is, you know, truthfully, part of our discovery innovation skills are actually nature.

In fact, five systematic studies of genetically identical twins who, they’re born, but for tragic reasons they get separated at birth, and they grow up in different families and neighborhoods and context and schools, then they test them as adults. And about one-third of our ability to use these innovation skills regularly, of questioning, observing everything, experimenting and associational thinking, one-third of that is actually a bit genetic.

So, I’m very tactile. I touch and explore things with my hands. In the world, I got kicked out of school five times by the time I was in junior high school because I was always creating problems. But the issue is every one of those touchpoints, because I got more dopamine formed in my brain, caused me to get data that somebody is not touching doesn’t get. And all those datapoints of all those touches allows me to connect and see things other people don’t see. So, one-third of it is arguably genetic.

Pete Mockaitis
Right, that’s the majority.

Hal Gregersen
No, no, no, it’s one-third. The other two-thirds is pure nurture. It’s the families. It’s the schools. It’s the places we work. And all we have to do, Pete, is think of four-year olds around the world, and if they’ve grown up in reasonable homes and places, I mean, if it’s really extreme abuse, it’s a different story. But most four-year olds, what do they do? They ask a gazillion questions. They’re watching you like hawks and eagles. They are talking to just about anybody. They’ll try just about anything and they are exceptional at connecting the unconnected, and surprising you with ideas you never thought of.

Pete Mockaitis
That’s good. Certainly.

Hal Gregersen
So, a 100% of us were once four-year olds, Pete. We had these skills. We had these creative problem-solving skills. But, unfortunately, sometimes homes and schools and even work can crush them. And so, given that two-thirds of the discovery creative innovation skills is just the world around us, is nurture, if we want to get better at it, it’s a choice. We just have to choose to use these skills to solve our problems.

Pete Mockaitis
Well, it’s encouraging as compared to, say, IQ. It seems like we got a whole lot more room to grow and expand our creative skills than maybe our IQ.

Hal Gregersen
Oh, absolutely. And so, the data around this are, following what you just said, we are far more capable of making improvements around our creativity and discovery skills than we are around this thing we call IQ. Absolutely.

Pete Mockaitis
All right. Well, then, let’s talk about how to do it. So, we talked about questioning and some detail last time and it was a blast. I recommend Episode 385, everybody. But anything else you want to add about questioning or should we kind of move into observing?

Hal Gregersen
No, I think questioning is a starting point. It’s like, number one, care about a problem enough to do something about it. Number two, start asking more questions. And if you have no other time than this, one way to ask better questions is what I call a question burst. Whatever your issue is, set a timer for four minutes, don’t answer any of the questions, don’t explain why you’re asking them to yourself or to other people, and in four fast minutes, generate as many possible questions as you can about the issue.

And simply doing that, if nothing else, will help any of us ask better questions to start down the path of getting better answers. And once we define two or three of those questions that really count, what we know from the data from “The Innovator’s DNA” assessment where we’ve collected data from self and 360 assessments of leaders from all over the world, all kinds of industries, 20,000 of them, we basically know that if we only asked questions, there’s no relationship with that in getting valuable new ideas, new businesses, new products and services and new process.

So, all we do is ask questions. We’re not going to go anywhere. It’s like spinning wheels. But if we ask questions and actively get up, get out into the world, and either observe like anthropologists, network for new ideas, or experiment and just try things, then there’s an interaction effect they call in regression analysis where, in fact, questioning and observing does deliver valuable new ideas. Questioning and networking does deliver valuable new ideas. Questioning and experimenting it does that.

So, it’s the combination of asking with doing that makes the big difference. And I’m happy to share an example too if you’re interested.

Pete Mockaitis
Oh, please do. Yes.

Hal Gregersen
So, you may have never heard of Rod Drury? Does that ring a bell?

Pete Mockaitis
I think it was the Drury Lane?

Hal Gregersen
No, that’s good. That’s really good. On Drury Lane in London. That would even work for the Gingerbread Man. No, not that Rod Drury. So, I had never heard of Rod Drury, and one of the things we did related to “The Innovator’s DNA” book is we worked with Credit Suisse, we built this innovation premium metric where we’re able to, with the share price of a company, a publicly-held company, determine if investors believed that this company is going to do valuable, new, and different things in the future.

And so, part of the share price of a stock is related to things we’re currently doing, and for some companies, investors pay a premium because they say, “Look, you’re going to be doing something different, I think, in the future. I’ll pay you more than you deserve today.” So, this list we do every year for the last several years with Forbes, in collaboration with Forbes. And a few years ago, this company called Xero jumped onto the list. It’s one of the most innovative in the world. We’re like, “What’s that company?” In fact, it was near the top.

And when we looked at it, we discovered that Rod Drury founded this company that basically solved the exact same kind of software to small businesses and individuals that Intuit sells with QuickBooks and Quicken. And we called Rod Drury and we asked him, “How did you get the idea to build this company that outside of the U.S. is taking Intuit on head to head?” And his answer? He said, “I, for five years or more, watched and read everything that Scott Cook, the founder of Intuit, did.” Now, that’s interesting.

And he said he literally would go to conferences to hear Scott and to watch how he operated as a leader. And here’s what he discovered. Scott Cook founded Intuit on his deep questioning and observational skills. He can really see things other people that don’t see. And so, Rod Drury noticed that. And what does Rod do? Well, he founded one software company, and then he’s like, “I think we could do something in this personal and financial and small business software.”

And so, Rod and his team went to 200 small businesses with questions swirling in their head about how to make small business software, financial software better for them. They went into 200 plus small businesses, and spent three to four hours in each of them, simply watching how they went about their day, and then talking to them about what they noticed and observed. That’s a 600-hour commitment by a founder. It’s not like delegating this innovation work to somebody else, it’s doing it yourself, which is what these innovators do.

So, what Rod discovered was many things. One, for example, was he watched these people come up, open their small business at the beginning of the day, get their cup of coffee or hot chocolate, go back to their computer two or three minutes later, and all of them were looking on the computer at basically the same information. So, pretend, Pete, you’re a small business owner, and you’re starting your new day, and you’re looking on your computer for some key information. What do you think that most important data that was that they were looking for?

Pete Mockaitis
Oh, how much cash do I have in the bank right now? And how much cash do I need?

Hal Gregersen
Bingo! Bingo! Bingo! That’s exactly it. They were looking at their bank balances to figure out cashflow, “Do we have enough money to operate today?” And what they basically did was they took that observation, which at that point bank statements weren’t linked to this personal financial or small business financial software. They took that datapoint and a hundred or a thousand others to build a user interface, an introductory report when you log on, that’s incredibly intuitive and incredibly simple, and delivering the data you need to work today with your small business.

Pete Mockaitis
Yeah, it must feel cool. What’s interesting about this synergy is questioning plus observing is because it might not occur to you to ask the question, “What is the first thing that you open up and look at in your financial software?” But once you do some observing, you’re like, “Huh, this is an interesting little pattern. I’m going to go ahead and kind of validate or vet by sending a survey to a bunch of people. And, say, hey, sure enough, everybody does this.”

Hal Gregersen
Oh, exactly.

Pete Mockaitis
I can see how they go back and forth there.

Hal Gregersen
Totally.

Pete Mockaitis
So, we talked about the questioning and the observing. So, then how do we think about networking and experimenting?

Hal Gregersen
Well, the networking piece to think through is, okay, they’re not networking to get a career advancement. It’s not networking to get resources. That’s a different kind of networking. This is a networking to expressly spark new ideas. And so, whatever your challenge is, whatever you’re trying to figure out, it’s like, “Okay, who are the top 10 go-to people that, if I talked with them, they would help me get a new idea, a new angle on this issue, possibly asking the questions I’m not caring about?”

And, in this instance, when we’re trying to get new friends, we usually try to find people who are like us. When we’re trying to get new ideas, the whole point is “People who are not like me.” That’s the point. They have a different technical background, they work for different organization, a different industry, they’re a different gender, a different generation, by age, different nationality, a different political group, a different socio-economic group. They’re different somehow, someway. They’ve lived in a different space and world enough that they can give me an angle I’ve never considered before.

And so, Marc Benioff, whom we first interviewed for The Innovator’s DNA book, and I re-interviewed for the Questions Are the Answer book that you and I talked about recently, but Marc, at the very core, is incredibly inquisitive and he excels at networking for new ideas. He calls them listening tours. He gets up, he gets out. When he’s got an issue, sometimes his listening tours last three months, sometimes one month.

He literally goes and embeds himself in a space in order to figure out what’s going on by talking to rich people, poor people, business leaders, government leaders, religious leaders, small businesses, large businesses, non-businesses, literally dozens, hundreds of conversations, collecting information, getting surprised in order to formulate an idea that otherwise he wouldn’t.

So, one of their ideas is this thing called Chatter, which is kind of this integration of Facebook and Twitter internally to facilitate conversations and get work flowing better on their systems. That idea came from a regular dinner that Marc holds with young leaders out in Silicon Valley to get new ideas, and that’s where that spark came from.

Pete Mockaitis
So, then so you’re networking for new ideas, and one of the guidelines is you want to talk to folks who are unlike yourself. But it sounds like they can be from any industry, or functional area, or geography, or socio-economic background. So, what am I kind of looking for when I’m choosing who to get in the room?

Hal Gregersen
Well, often it’s somebody who’s dealt with a problem similar to the one we’re dealing with. And so, if I’m a radiologist working in CAT MRI scanning machine, and I’m having trouble getting kids to settle down and be quiet and be comfortable in this space, I might go talk to dentists who deal with some of the same challenges, and ask them, “How do you deal with this issue? How do you approach it?” And they might get some incredibly new ideas otherwise they wouldn’t get.

Pete Mockaitis
Yeah.

Hal Gregersen
Now, I mean, there’s a historical example that’s absolutely fun around this. Have you ever heard of Kutol Wall Cleaner?

Pete Mockaitis
No, I haven’t.

Hal Gregersen
So, back in the 1940s, you and I, if we lived in a home, we probably had wallpaper on the wall. It was paper and we had a coal-burning stove, and the coal put out soot. By the end of the year, the spring, new spring, our walls will be black, not white, because the soot is all over the walls. So, Kutol Wall Cleaner was this putty-like substance that was rolled up and down the wallpaper, because you couldn’t wash it, in order to clean that black soot off, and you’d buy gallons of it to clean your walls off in the spring after a long cold winter.

And after World War II, these coal-burning stoves, they were no longer going to be used because electric and gas-burning stoves were replacing them, so there’s no more market for Kutol Wall Cleaner. So, imagine being the president of that company. It’s the market-leading wall-cleaning putty company on planet Earth, and your market now is disappearing because there’s no more need for it. And the founder actually passed away accidentally, tragically in an airplane accident, so his son took over in the middle of this downward transition, and then the son got cancer, so then they’re really in difficult straits.

And the family is sitting around the table trying to figure out, “What do we do next? The machines aren’t even running. We’re not going to have a spring this year. What are we going to do?” And at the dinner table is a daughter-in law of one of the founders who’s a school teacher, and she raised the problem at school, “You know, it’s cool when the kids do their art stuff. If they used sculpting clay, it stains their clothes with all the color, and if they used the stuff you make with flour, salt and water, it just doesn’t work as well.”

So, somebody at the dinner table says, “Why don’t you take a can of Kutol Wall Cleaner to school tomorrow and see if it works for your sculpting class.” They did. It was incredibly successful. That became Play-Doh.

Pete Mockaitis
That’s so good. Same stuff.

Hal Gregersen
Same stuff. So, all they did, the only thing they did was they changed the label on the can, removed the borax cleanser, put in almond scent. They sold the same stuff in the same can within the same factory. It used to be 37-cent wall cleaner, and it was a $1.50 one for the Play-Doh. And they sort of hit a wall with trying to market it.

Pete Mockaitis
The wall.

Hal Gregersen
There was this kid show called “Captain Kangaroo” like “Sesame Street” but way, way back. And they went to “Captain Kangaroo” and said, “Would you put this Play-Doh stuff on your show so we can sell more of it?” And said, “Here’s how much it would cost.” And they’re like, “We’re just barely digging out of a real hole here. What else can we do?” Captain Kangaroo says, “You give me 5% of your profits in the future and I will put it on my show three or four times a week.” He did and now it’s billions of cans later, you know, incredibly successful.

Pete Mockaitis
Captain Kangaroo grew the…

Hal Gregersen
Yes, sure. So, the point here, Pete, is Play-Doh never would have happened if people wouldn’t have been sitting at a table and talking across industries, education and wall cleaning, in order to solve a problem. And then having an experiment, “Just try some at school tomorrow. Small, fast and cheap to make it work.” And it did.

Pete Mockaitis
I love it. Well, Hal, tell me, if you’re thinking from the perspective of a typical professional as opposed to a CEO or head of a product, what are some of the top things you’d recommend we do to get better at some of these skills right away?

Hal Gregersen
Pay deep careful attention to the world around you and find an opportunity or a problem or a challenge related to your employees or to your customers that if you did something about it, it would make their world better. That’s the first step. You have to care about something that you want to do something about it. Once you have it identified, then it’s actively, use these discovery skills to find a solution.

And so, just today I was talking with a leader in my office here today who has a legal training and is trying to figure out the new legal tech integration with basically it’s technology, AI, machine learning, deep learning, what’s the impact going to be in the legal field. And I said, “Well, on one hand you can just sit in your office and think it, or you could use these skills and do something about it.”

So, starting point A, build your questioning muscle, your questioning skill by doing that question exercise about your challenge. Take four minutes, generate as many questions as you can, you’ll find some you didn’t discover before, and pick one or two that really matter. Starting point, ask a different question.

Then, I want you to get up, get out, get into the world. So, in this case, it was for this lawyer, “Go and observe the people who are actively using artificial intelligence in their legal work, watch them do their work. Watch people who are not doing their work. Learn about how both of their worlds operate.” Then I said, “Go talk to other people who are integrating AI into their world, biotech, fintech. Have conversations with them and even beyond that world, maybe in the world of transition and change due to technology.”

Then I said, “Try a few small, fast, cheap experiments based upon what you’re learning to see if it might work. And intentionally, once a week, step back with all this data you’re getting, observing, networking, and experimenting, and take a moment to think to yourself, ‘Is there anything I’m learning new, different, surprising from observing, networking, experimenting, anything new and different, surprising, that would be relevant to this problem I’m trying to solve?’”

If we don’t take the moment to make those connections, they don’t get made. And in the business life, we often miss that simple but important element.

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

Hal Gregersen
Whether you are leading yourself or leading your team or leading an entire organization, everybody is looking at how you find and solve problems. And all I know is if you walk into the most innovative companies in the world, these are not passive problem finders and solvers. The senior leaders, the executives who innovate and disrupt, they actively use these five discovery skills over and over and over to do their work. And that’s what makes them so good.

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

Hal Gregersen
Favorite quote. You ask me difficult things.

Pete Mockaitis
Well, I’m honored to hear that from you.

Hal Gregersen
No, there was one I ran across. I was playing with two of our grandchildren at the beach, treasure hunting actually, and as I was looking out over the water and the sun was coming in, I had this quote come into my mind by E. B. White, “Always be on the lookout for the presence of wonder.” It was just that moment of wonder, “What new treasure are we going to find in the beach? What new treasure are we going to see in the sky?” And to always be on the lookout for the presence of wonder is a creative way to start and end every day.

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

Hal Gregersen
I’m in the middle of reading The Magnolia Story by Chip and Joanna Gaines. I’m a fan of Magnolia. It’s basically their life stories behind the creation of this incredible business that they’ve created. And the powerful thing that I get out of it is they are very, very different people, Chip and Joanna Gaines. But they deeply admire and respect and honor each other’s instincts about how to do things and what they might do next. And that is partly, I think, not partly, I think it’s been crucial to their success and what they’ve done.

Pete Mockaitis
And is there a particular nugget you share in your speaking, your teaching, your book that really seems to connect and resonate with folks and get quoted back to you often?

Hal Gregersen
Innovation is a choice. We all wake up, we all go about our life be it work or at home, and we all have demands that force us just trying to get things done every day. But one of the greatest gifts we can give to ourselves and others is choosing to innovate, choosing to create something new and different, choosing to build a future that looks different than the one we’re living in today. And what’s really cool about making that choice to innovate and create is it not only gets us brand-new ideas but it also buys us more years here on planet Earth, more healthier, we have fewer heart attacks, less depression. It’s just going to lead to consequences that can build a better world not just for us but for those that we care most around us.

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

Hal Gregersen
Easiest is HalGregersen.com. But if you look up Hal Gregersen online, you can chase me down at MIT or beyond and we can connect with each other.

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

Hal Gregersen
Leadership is not about us. It’s about building other people, and it could be those that are working directly with us, it could be the next generation who’s going to take our place. But, at the end of the day, leadership is not about me. It’s about somebody else becoming better at exactly what you and I talked about, Pete, finding and solving the most important problems to make this place better.

Pete Mockaitis
Hal, it has been a fun and inspiring. Yet again, I wish you all the best with this book and your questions and all your adventures.

Hal Gregersen
Thank you. And, Pete, same to you. Wish you well in your journey and adventure. In my simple terms, quest well. There you go.

420: How to Break Free from Distracting Devices with Brian Solis

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Brian Solis says: "There has to be a much more mindful approach to how we use technology... in a sense, it's taking control of us and we have to take control of it."

Brian Solis interlinks procrastination, distraction, and device-related addiction to show how they rob us of productivity and happiness.

You’ll Learn:

  1. The biochemical forces that rewire your brain when exposed to social media
  2. The key thing you must do  to reclaim your attention
  3. Why devices are often thieves of our own happines

About Brian

Brian Solis is Principal Analyst and futurist at Altimeter, a Prophet Company, a keynote speaker and best-selling author. Brian studies disruptive technology and its impact on business and society. In his reports, articles and books, he humanizes technology and its impact on business and society to help executives gain new perspectives and insights. Brian’s research explores digital transformation, customer experience and culture 2.0 and “the future of” industries, trends and behavior.

Items Mentioned in this Show:

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

Brian Solis
Pete, it’s honestly my pleasure. I’m really looking forward to this.

Pete Mockaitis
Oh yes, well me too. I’m excited to dig into the wisdom of your book, Lifescale, but I understand that this is personal for you. Can you tell us the story of how distractions were impairing your life?

Brian Solis
Oh yeah. Well, it’s my favorite subject, kind of fall on the sword and be vulnerable to everybody, but in all seriousness, it was not the book that I set out to write. In fact, I was trying to write another book on innovation and just couldn’t really get past the proposal stage. For the first time in my life I was stuck and couldn’t figure out why and had wondered if this is what writer’s block had felt like or if I was just stretched too thin.

But long story short, after a whole bunch of research and time of reflection and introspection, I’d gotten down to the bottom of the fact that I wasn’t able to get into the flow like I used to because I completely changed my life. At that point, when I started writing the proposal, it had been two years since the previous book had published. Before that, each subsequent book had been a little harder and harder to write.

This time was the first time I couldn’t get past the proposal stage. I had just basically succumbed to all of the digital distractions that define my life. In the time that I had written the last book, I had grown exponentially on platforms. I was using my phone more and more and more and it had an incredible effect on depth and creativity and flow and productivity in ways that I just didn’t realize until I had to go back and dive deep or try to.

Pete Mockaitis
That’s interesting, so you’re kind of a victim of your own success. You had so many fans, followers, et cetera, that there’s just more to respond to and more potential for beeps and buzzes and claims of your attention.

Brian Solis
Yeah, absolutely. Not only that, but with that pressure of maintaining a presence and also trying to stay relevant and continue to build that audience because there’s always somebody or something new to follow or at least be entertained by.

The other side of it is the dark side of digital, which is what it does to your brains. It rewires it. It makes it operate it much faster. It makes it jump around from task to task to give you sort of the semblance of multitasking, but essentially all you’re really doing is task hopping. It sort of drives you to float at a much more superficial level rather than allowing you the freedom and space to dive deeper and be content there.

I could list out a million different things that it does to you, but it also affects you chemically.

Pete Mockaitis
You mentioned that it rewires your brain, these digital devices and these interactions. Can you share with me perhaps one of the most frightening bits of research or studies that points to this phenomenon?

Brian Solis
Oh my goodness, well, there’s so many. Just going outside of the brain rewiring thing. For example, if you use social media quite a bit, whether it’s Facebook or Instagram, one of the things that tends to happen is that when you post something or based on the designs of those apps, they are designed to create micro doses of anxiety.

For example, if you open the app, there’s going to be a millisecond delay before you see how many new notifications you have. That’s meant to sort of create this sense of anticipation so that when you see that number, you feel like you’ve won. In that moment what it’s doing is unlocking a series of six different chemicals within your body.

Also the same types of chemicals swoosh about you when you do get a new like or when you do get a new follower or when people are connecting with you, so essentially getting these micro doses of the semblances of joy or happiness or validation or connection or desire. Your body learns to crave that, not unlike smoking or not unlike other types of drugs or alcohol that your body just starts to produce these chemicals in the absence of using those apps that sort of feed that addiction for you to come back.

That over time plays out in all kind of things. For example, I studied the effects of Instagram and Snapchat on a woman’s definition of beauty and also the effects on their self-esteem. I wish I could publish the results, but I will say this is that it’s not good. It leads to all kinds of things and not just loneliness, but depression.

Because if you think about it, there’s this sense of them trying to always keep up with what the internet’s standard of beauty is or whomever you follow and what that standard is. Even then it’s not necessarily always a real standard. They might be using FaceTune as a way of sort of making themselves slimmer or more attractive or younger.

This is also creating new types of plastic surgery products that are catering to what’s called dysmorphia or filter dysmorphia or in some cases, Snapchat dysmorphia because people want to look the way that they do in, let’s just say, their selfies self, their aspirational self.

Pete Mockaitis
Wow, that’s so fascinating. I guess I didn’t realize that the platforms deliberately put in a little bit of a gap before you saw the notifications. I just thought that that was dumb like, “Didn’t you know that’s what I wanted to see first? How come I have to wait for this?” It’s like, “No, it’s by design, Pete.” Now I know.

Brian Solis
Yeah, Pete, it’s by design. It’s even worse, it’s called persuasive design. It’s actually taught at Stanford University. It goes further than that. Some of the techniques that they use are also for example, called variable intermittent rewards, which are designed to emulate the types of things that go into, for example, digital slot machines or even analog slot machines. It’s really meant to kind of cater that every time you use it, you feel like you are you.

I’ve called this sort of resulting circumstance accidental narcissism because everything that you do in these platforms essentially tells you that you’re the most important person in the world. If you don’t like what you see online, so for example, if you post something that really mattered to you, but you didn’t get enough likes or reactions to it, chances are you’re probably going to delete it because that’s not your best foot forward, at least in the way that you think about it.

Pete Mockaitis
Okay. Well, so there we go. There’s some formidable biochemical forces at work when it comes to these devices and social media accounts and generating some addictive stuff. Tell us, what have you found are the most powerful practices to get liberated from this and reclaim your power to focus?

Brian Solis
This is a challenge that I face with this book as well is how do you sell a book to people who don’t necessarily realize that they’re distracted or suffering from any of this. In total honesty, as I mentioned earlier, I didn’t know I had a problem until I failed in a pretty significant life milestone. I would hate for anybody else to kind of have to get to that point. I want everybody to optimistically or proactively come to this conclusion on their own.

I share this with you because, for example, Google and Apple are putting what they’re calling digital wellness tools inside of your smartphones that sort of document how much time you spend on your phone every day or your tablet, where you’re spending all of your time.

I’ve noticed in many cases in my – it’s called digital anthropology – in my work that people don’t necessarily see that as a bad thing. They see it almost as a badge.

Somebody I talked to while I was at South by Southwest recently told me, “My gosh, these digital wellness tools are killing me. It told me yesterday that I spent over five hours, over five hours. Can you believe that?” And not once in the conversation did they say, “I need to change,” or that there’s a problem or-

Pete Mockaitis
Just like, “How about that?”

Brian Solis
Yeah, pretty much. To get to the answer of your question, there has to be a much more mindful approach to how we use technology. I’m not asking anybody to disregard it. I need it in my work and in my world. But we have to take a much more mindful approach to how we use it. In a sense, it’s taking control of us and we have to take control of it.

Even getting there, it’s even in the smallest of things. It’s starting to build the muscle memory and the expertise and the rigor to be able to just focus on one thing, whether it’s mono-tasking or whether it’s some type of exercise or whether you’re practicing meditation.

Whatever it is, just focus on one thing for at least – studies show at least 25 minutes to build that discipline so that you aren’t getting pulled in a million different directions because if you are getting pulled in a million different directions all the time, you’re never building the skillset necessary to be more creative.

Creativity is what the world needs now in a time where everybody’s using filters or augmented reality, where artificial intelligence and machine learning is starting to take and automate everybody’s jobs. This is the time for creativity because creativity is the source of innovation and that’s what we’re trying to get to.

Pete Mockaitis
Okay, so you’re saying it’s just sort of like building a muscle. You’ve got to go ahead and challenge yourself to focus on one thing, be it mediation on a given task for at least 25 minutes in order to get some gains bro.

Brian Solis
Yeah, yeah, absolutely. Absolutely.

Pete Mockaitis
Then I’m also curious when it comes to taking breaks, like if you want to have more rejuvenation and restoration to have more creativity, I’m guessing you wouldn’t recommend, “Hey, check out what’s on Facebook,” as a refresher. What would you recommend instead?

Brian Solis
I’ll tell you this. One of the stats that blew me away was every time you reach for your phone – and look, the first couple of times I tried using what was called the Pomodoro Technique, which is a little tomato kitchen timer, a little analog thing, but they make digital versions. The first time I tried to focus for 25 minutes, I was reaching for my phone without a notification. That was the muscle memory I was working against.

Stats show that when you allow yourself to break free in a moment like that, it takes about 23 minutes or so to get back to work. Your body has to just sort of shift its gears because what’s happening is when you’re shifting tasks, you’re actually – there are nutrients in your brain that you’re using up and you’re having to sort of refocus it into a certain area where you were before and that takes time. That also depletes those nutrients over time. They say you’re freshest in the day.

But ultimately, one of the things that I learned here and I hope this answers your question, Pete, is you have to want to get your task done and not only get it done, but get it done in the uniqueness of you so that it stands out in a world where everybody is really starting to look the same. As amazing as everybody’s life looks online, it’s pretty much all the same.

You have to express yourself in the truest sense of you. You can’t do that if you don’t know who you are outside of what you’re trying to project and also if you don’t know what you’re capable of.

Pete Mockaitis
I dig it. Well, Brian, tell me, anything else you really want to make sure to mention before we hear a couple of your favorite things?

Brian Solis
Yeah. One of things that I found was that we tend to procrastinate more because it’s really so hard to shift and focus. It’s actually easier to give yourself to distractions and notifications and also because we’re chemically drawn to it. In a sense, we’re addicted without understanding that we’re addicted. We were sort of subjected to those designs that got us there. It wasn’t really our choice to get there.

But what happens over time is that procrastination becomes sort of this subconscious attempt to avoid those unpleasant emotions or those unfamiliar disciplines that we sort of lost or gave up in exchange for our devices.

There was this quote that I had stumbled on from Muhammad Ali that said he hated every minute of training, but he told himself not to quit. The suffering that he was going through now, he was going to be able to live the rest of his life as a champion. That got me to think about whether it’s my work or your work or whatever it is that we’re trying to do, individuality really is a competitive advantage.

Also, creativity is, honestly, a scientifically-proven key to happiness. If you can’t visualize what it is that you want to achieve and why, then you can’t appreciate it and you can’t learn and you can’t build upon it to celebrate it. Essentially, that means that the devices and our relationship to them become sort of thieves of our own happiness.

That’s what I want to leave everybody with is that really what we’re talking about is not just taking control of technology, but actually living a happier, more creative life that we get to say what we use technology for and how and why and what we get express that’s uniquely us and then and only then can we live our truly best life.

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

Brian Solis
I think it was that Muhammad Ali quote, but I think I have another one too. It was this quote from one of the designers, who shall be unnamed, who was basically whistleblowing on the whole industry about the techniques they use to define some of our favorite apps and it was that “We were given the power of the gods without their wisdom.”

Pete Mockaitis
That is nice. Thank you. How about a favorite tool, something that helps you be awesome at your job?

Brian Solis
I started with this Pomodoro Technique to build that discipline down to 25 minutes, but I also found the equivalent in vinyl, listening to vinyl again. One side of a record is roughly about 25 minutes.

The process of focusing for 25 minutes is fantastic, but also the physical routines that you go through to pull that vinyl out of its sleeve and kind of enjoy the senses of the smell and the feel and putting that needle slowly down on the disk and hearing the crackling a bit. It’s also very cathartic and therapeutic. You build this muscle set, but you also calm your mind into this way of being able to jump into a much deeper way of work much faster.

Pete Mockaitis
That’s cool. I haven’t heard that as a tool before. Vinyl, awesome. How about a favorite habit?

Brian Solis
A new favorite habit that was an old favorite habit has been the arts. I grew up playing guitar and sort of shelved it in favor of chasing a paycheck. What I had slowly lost in my life was that sense of artistry that really unlocks parts of your brain that you can’t really get to without it.

I’ve started playing around with all kinds of different things like I’m not even an illustrator or an artist in any way shape or form, but I try to pretend like I am one. I’ll draw. Sometimes I’ll throw the pen in my left hand and try to write sentences and just kind of activate much more artistic behaviors to keep that brain firing in new and unique ways.

Pete Mockaitis
Brian, this has been such a treat. I wish you much luck with the book, and your speaking, and your work, and all the fun you’re up to.

Brian Solis
Well, Pete, I appreciate it. I’m on a mission. Like you said at the beginning, this is my eighth book, but my first personal book. I’m hoping to just bring anyone who is willing along on the journey with me.

Pete Mockaitis
Cool. Thank you.