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Difficult Conversations Archives - How to be Awesome at Your Job

1165: How to Have Better Disagreements with Julia Minson

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Julia Minson reveals her strategies for making disagreements productive.

You’ll Learn

  1. The HEAR framework for productive disagreements
  2. The key to avoiding a stalemate in an argument
  3. Simple phrases that communicate curiosity instead of judgment

About Julia

Julia Minson, from the Harvard Kennedy School, studies the psychology of disagreement and conflict. Her work focuses on how people can communicate across differences without conversations becoming hostile or unproductive. She’s the author of How to Disagree Better and studies “conversational receptiveness” — the language patterns that make people more open, collaborative, and willing to engage.

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Julia Minson Interview Transcript

Pete Mockaitis
Julia, welcome!

Julia Minson
Thank you. It’s great to be here.

Pete Mockaitis
Well, I’m excited to chat about disagreeing better. Could you start us off with a key thing you’ve observed time and time again like the top thing you see that folks get wrong about disagreeing?

Julia Minson
I think there’s two things that sound like the opposite of each other, but they’re actually the same thing. On one hand, people avoid disagreement because they feel, like, intensely uncomfortable with it and sort of, like, really don’t want to get into it. And then on the other hand, you see people sort of flying off the handle and getting into very aggressive disagreements.

And you see both of these problems sort of all the time, and they’re actually related, right, because it’s usually when a person is avoiding something for a long time, eventually they sort of like blow a gasket, and then end up expressing their perspective in a very unstructured and unhelpful way.

Pete Mockaitis
Okay. Well, and this is a learnable thing to not do that and to disagree better.

Julia Minson
Yeah, absolutely. So I am a psychologist at the Harvard Kennedy School, and I have spent my career trying to figure out how to help people do this better. And there’s really some, like, very concrete things that we get wrong, that if we fix them, life can get easier, conversations can get more productive.

Pete Mockaitis
Beautiful. Well, could you tell us a cool story of someone who saw a transformation in that regard?

Julia Minson
Sure. Well, I mean, honestly, I don’t know if you’ve heard this saying, “All research is me search,” right? So a lot of the time, academics study the type of thing that gives them the most difficulty, and I am absolutely the kind of person that used to be extraordinarily argumentative.

You know, I’m pretty smart and I used to love to show it to everybody who would listen. And I just learned over time that you get a lot more mileage by trying to understand where the other person is coming from because, so often, you start arguing and you don’t actually know what the argument is about, right?

You are sort of pushing a point and you don’t understand why the other person is resisting. But if you have some sense of where they’re coming from, it just really sort of transforms the conversation.

Pete Mockaitis
Well, you’ve got a cool concept, a turn of a phrase, conversational receptiveness, and I just think that is a very handy thing to have tattooed into our brains, if you will. Tell us, what does that mean and how is it helpful?

Julia Minson
So receptiveness to opposing views is your sort of tendency to think hard about stuff you disagree with, right? So we normally, as humans, do a really good job thinking about ideas we agree with and we ignore or look for flaws in ideas we disagree with.

So, for a long time, I was sort of really interested in this thing of like, “Are some people better at putting as much thought and putting as much effort into ideas they disagree with as ideas they do agree with?” And you could think, like, “Look, that’s probably a good idea because I will end up being a smarter, more well-rounded person.”

But once we figured out how you can measure people’s receptiveness, we also realize that people are quite bad at expressing it, right? So I can be thinking really hard about your perspective, I can be like, you know, putting in all this intellectual effort, but you have no idea.

So as the person I’m speaking with, if you don’t know that I’m trying, we are just as likely to have sort of very negative conversation and experience, you know, a bunch of conflict escalation and bad feelings towards each other if you don’t know that I am trying to listen to you.

So conversational receptiveness is a way to express the fact that you’re being receptive using words, right, using language, so that it’s, like, totally obvious and totally transparent to other people.

Pete Mockaitis
Okay. Well, could you give us maybe a demonstration of some key phrases or indicators which share, “Hey, I’m receptive,” versus, “I’m not receptive”?

Julia Minson
So the best way to memorize kind of the basics of conversational receptiveness is using what we call the HEAR framework, so H-E-A-R as in, “I hear you.” And each letter stands for something, kind of a different idea.

So the H stands for hedging. So you might want to say, for example, “Look, COVID vaccines are safe and effective,” right? That’s a pretty sort of dogmatic statement, and a person who disagrees with you will start looking for holes in your argument and looking for counterexamples of, you know, they heard that somebody had some kind of vaccine side effect.

Instead, you could say, “Look, most physicians tend to believe that COVID vaccines are largely safe and effective,” right? So “most tend to” and “largely” are all ways of kind of hedging my claim. So it’s words like perhaps, maybe, occasionally, some people, right?

And what it does is it really kind of takes this wind out of your counterpart sides. It’s, like, you’ve demonstrated with your words that you understand that there is, in fact, another perspective, and you’re leaving a little bit of room for it. So that’s the H.

The E stands for emphasizing agreement. So the idea behind conversational receptiveness is not that we have to agree. It’s not that I have to, like, change my mind, I have to compromise, you know, I have to like meet you in the middle and give you a hug.

It’s that I recognize that any two humans agree on some stuff. It could be that we’re both concerned with something. It could be that we’re both upset about something. It could be that we just have some values that are in common.

So words like, “I also want to,” or, “I am also concerned with,” or, “We both would like to see, you know, XYZ happen,” just sort of puts us on the same side of the table for a second.

The A stands for acknowledgement. So taking a couple minutes to restate your counterpart’s perspective before you launch into your own argument, you know, “I hear that it’s really important to you that this project is delivered at a particular level of quality.”

Or, “I understand that you’re very concerned about the hours that the team has been working.” So it’s using my own words to demonstrate to you, like, unambiguously, that I was listening when you were talking.

And, finally, the R stands for reframing to the positive. So dropping negative and contradictory words like no, can’t, won’t, don’t, terrible, hate, kill, and replacing them with some more positively balanced words like, “It would be wonderful if,” or, “I appreciate it when,” or, “Great.”

So, “I hate it when people push me into stressful decisions.” Stop. It could be replaced with, “I really appreciate it when people give me more time to consider important choices. Thank you for understanding.” So kind of like same content, but a very different flavor. So H-E-A-R.

Pete Mockaitis
Okay. And so then you said using words. I mean, those are all words. I guess I’m curious also if there’s a degree of nonverbal things that convey receptiveness or lack thereof.

Julia Minson
Yeah, certainly. I mean, you can imagine, right? Like, if a person is nodding, if they’re smiling, if they’re not interrupting you, all of those things seem more receptive than the opposite. It tends to be the case that words are easier to control than our bodies, and actually easier to interpret than our bodies, right?

So a lot of the time, when people are listening hard, they look very serious and they kind of look sullen and they look like they’re staring into space. And it’s not because they’re not listening, it’s actually because they’re working really hard.

And so it’s very easy to interpret, or it’s very easy to misinterpret body language to mean something different. And people, like, misinterpret language language all the time, but language is clearer. So it’s, like, when we’re choosing between two imperfect tools, words are clearer than body language.

Pete Mockaitis
And when it comes to acknowledging the other perspective, are there any tweaks you might put on the traditional notions of active listening, or is that just what this is?

Julia Minson
Yeah, so active listening is a really sort of interesting idea because it’s a mix of, like, stuff that happens in your head, the actual listening, and nonverbal stuff like nodding and smiling and eye contact, and some sounds, like uh-huh, and hmm, and huh, and then some restating.

And it’s really unclear from that whole kind of like menu of stuff what’s important, what really does the work for you. Like, if I’m nodding but not smiling, like, does that work? Or do I have to also be smiling? We focus on the language because you really can’t fake it.

Like, for me, to restate what you said in a way that’s accurate, I had to have listened to you. I can nod and smile all day long and have no idea what you’re actually saying. But for me to restate your words, that’s unfalsifiable proof that I was actually paying attention when you were talking. So that’s sort of why the focus on restating.

Pete Mockaitis
Okay. And when it comes to the nods and uh-huh’s and okay’s, am I hearing you say that it’s unknown in the research if that is getting it done or not?

Julia Minson
So it’s not that it’s unknown. So we actually ran a very fun study where we wanted to see, like, you know, people always talk about how important it is to be a good listener, right? We all kind of agree on the fact that good listening is important.

And what we wanted to see is how good are folks at judging whether the other person is being a good listener, right? So imagine the setup where there’s a small lab room, it’s a little, like, slightly larger than your bathroom probably. And people go in there and it’s two strangers.

And what we tell them is that, “You need to have a conversation with this other person and get to know them, for example, as if you wanted to have them be a roommate. Like, what are the things you would ask them about and learn from them if you were interviewing them as a potential roommate.”

And in the room there’s two chairs. And behind one of the chairs, there’s a screen on the wall. And this screen is playing this, like, ongoing loop of commercials that are on mute, okay? And so one person sits down and their back is to the screen, and they walked in and they noticed the screen, and we’re like, “Ah, just ignore the screen. It doesn’t matter.”

The other person sits down and they’re facing the screen, right? So they’re facing their conversation partner and this person also has the screen behind them. And that person got special instructions. And so their special instructions are, “Either ignore the screen, talk to your counterpart, get to know them, or pretend you’re listening, and we will pay you extra money if you can memorize all the products for which there are the commercials on this screen.”

So it’s like if you go on a date, and there’s, like, a football game playing above the bar, and you’re wondering if your date is listening to you or, like, watching football above your head, like this is the experience.

And so then the person who had their back to the screen, what they have to do is they have to guess which condition their partner was in. So afterwards, we tell them, we’re like, “Hey, some people were instructed to listen carefully and some people were instructed to memorize commercials behind your head. Which condition do you think your person was in?” It turns out that people are terrible at this task.

Pete Mockaitis
Terrible at guessing?

Julia Minson
They’re terrible at guessing because they all think that the person sitting across from them, who is nodding and smiling, is listening to them, even though they’re not actually listening because they’re trying to memorize this other thing because they’re getting paid extra money for memorizing this other thing.

And so you can imagine, like in a meeting, for example, at work, you see this all the time. There’s a room full of people that’s, like, nodding and smiling and maybe even, like, typing on their laptops, right, but what they’re actually typing is their grocery list, or, like, they’re writing whatever, an email to their family, right? You have no idea what information is actually getting through.

Pete Mockaitis
Well, that’s fascinating in and of itself. So I guess one takeaway is, “Hey, if you fake that you’re listening, you’re going to fool the other person. So I guess, good to know, but that doesn’t seem like a great strategy to do.”

Julia Minson

Well, it depends, right? Like, it depends on whose perspective you are looking at, right? So if you are trapped in an awkward situation and you’re just killing time, people are, like, very good at faking, you know, listening, smiling, like enjoyment, all of those things. Like, we are good at sort of getting along with people.

If you’re the person who’s trying to make sure that something is getting done, if you’re running this meeting, if you’re trying to brief people on a new project plan, if you need to make sure that everybody’s ducks are in a row, then you need to look for more reliable signals of listening.

Pete Mockaitis
Okay. Well, that’s super handy. Well, that HEAR framework, I like it and it seems to make great sense as you lay it out there for us. I’m curious if there are any finer points or distinctions or hiccups or little things that trip people up when they’re trying to execute this.

Julia Minson
The most common, I think, first experience is that it’s harder than people imagine it to be. So it seems super easy, you’re like, “Oh, H-E-A-R, I can memorize the words and I can say them.” But when you are in a disagreement, what you’re mostly thinking about is how to win. You’re thinking about how to come up with the best argument.

And so now, I’m asking you to do this extra thing that you have to do on top of thinking how to win, which might also feel like it’s going to prevent you from winning, because you now have to think about your counterpart’s argument and you have to take it seriously.

And so people just find that it takes some cognitive effort and it takes some practice. In the beginning, I always liken it to playing piano. Like, the first time you play piano, it does not sound like music. And so this feels awkward and effortful.

And then with some rounds of repetition, people start kind of getting into the groove of it, and becoming much more fluid at it. So I would say, the first thing to do is to not give up when it feels awkward the first time.

Pete Mockaitis
And I think that’s a really key point there. We have a lot of our attentional resources on how to win, generally. And it sounds like that may not be the ideal stance in order to really listen and hear and receive someone’s perspective in the first place.

Julia Minson
Yeah. Well, you know, I mean, it kind of brings up another really fascinating idea for me, which is that, how many times have you walked into a conversation and thought, “Okay, what is my goal here? What am I trying to accomplish? Do I have strategies that are going to help me achieve my goal? And are those the right strategies?”

Like, most people don’t think about their goals unless it’s sort of a very important conversation that you have been planning for a long time. And so when we enter a disagreement, it’s usually spontaneous, right? Like, you’re sitting there having a conversation, somebody says something and you’re like, “Oh, no, like you’re wrong. Let me fix you.”

So our first immediate goal sort of stems from this assumption that, “I’m right. You’re wrong. I’m going to tell you how it is,” right? And quite often, that doesn’t serve us well. So the question of, “What am I trying to do? And what’s the right strategy to do it?” I think, is a really, really important piece of all of this.

Pete Mockaitis
Oh, that’s super. So it sounds like you may be saying, if we don’t take time in advance to thoughtfully consider our goals, the default goal is winning, fixing them, and being right.

Julia Minson
That’s right. That’s right. And then, of course, if you have two people who are both pursuing that goal with some gusto, what you end up with is a stalemate, right? Nobody gives in, nobody is listening, and eventually people get frustrated with each other and, either it escalates into a fight or you just walk away from it, and you’re sort of like, “Yeah, this person isn’t going to listen to reason.”

And that’s terrible, in the workplace because both people are frustrated, nothing got done, and you have sort of soured a potential relationship.

Pete Mockaitis
Well, if the default goal is how to win, can you suggest some alternative goals that may very well be worth focusing on and pursuing in a given conversation?

Julia Minson
Yeah, so what’s interesting is that there are so many that people don’t think about. Like, if I’m with my manager, right, I might just want to impress them with, like, how smart I am, right? Or I could want to be funny. Or I could want to just pass the time because we’re stuck at the airport together. Or I could want to show that I’m sort of really well versed in a particular topic.

My favorite goal, and I think the goal that serves disagreements the best is the goal of understanding what exactly your counterpart believes and why they believe it. So in order to make any kind of progress on the disagreement, I need to know sort of, like, what you’re all about.

And quite often, and I have this experience all the time. People come to me with a disagreement. Since my book has come out, I’ve had these totally wild conversations where I’m signing books and somebody sort of stops the line and says, you know, “Julia, can I ask you for advice on like this?”

And then they start telling me sort of, like, this long extended story about their friend or their life partner who doesn’t do this or does something else. And I always say to them, I’m like, “Have you asked them why they think that’s the right way to behave?”

And I often get one of two responses. Either a person is just completely baffled and they’re like, “No, I haven’t asked them. Thank you for pointing that out. I’m going to go ask them,” which, to me, just sort of boggles my mind that somebody’s been in the conflict for days or weeks or years and has never asked their counterpart why they believe what they believe.

Or, I think the more potentially risky one is people say, “No, I haven’t asked them, but I know they’re this kind of person and they were brought up in this kind of family and this is why they are like that.” And so there’s sort of, this set of assumptions about, you think the other person believes what they believe for some set of reasons that you have, essentially, made up in your head and haven’t tested by asking the question, like, “Tell me more about your beliefs.”

Pete Mockaitis
Well, yes, a set of assumptions, and I have found my assumptions are often incorrect, and so it’s well worth asking. You said ask why they believe what they believe, and you used the phrase, “Tell me more.” I’ve heard that sometimes a why question can trigger defensiveness. Do you have any favorite approaches or questions you like to use in unearthing this stuff?

Julia Minson
Yeah, I think people, in general, struggle with asking questions or making statements that signal their willingness to understand, their desire to understand, and aren’t, like, gotcha phrases in sort of question form, right?

So you could say, “Why do you believe that?” That sounds like an attack. Or I could say, “Look, you know, I’m really curious to understand why you believe that.” That sounds more like curiosity, right?

And the why is there, but I think the real, you know, I have sort of this mental bar that I set for myself is, you know, if I asked a question that makes me feel superior in a disagreement, I shouldn’t have asked it.

Like, if I feel I just scored a point, then I’m actually losing, I’m losing at my own game of sounding curious and trying to gather information from the other person. Almost everything in disagreement that feels really good to ourselves is probably destructive to the relationship.

Pete Mockaitis
Oh, I hear you. So if you’re disagreeing on a science issue, you say, “Well, then why is it numerous systematic reviews of randomized controlled trials have showed, in fact, the exact opposite is what happens in experimental conditions? Suck on that,” you know?

Julia Minson
Right. Or, “Well, then how do you explain…?” blah, blah, blah, you know, right?

Pete Mockaitis
Sure. Okay. That’s a nice little internal emotional indicator there. All right. Well, I’d also love to hear, in the whole emotional game here, in terms of you want to win, there’s high stakes, you feel threatened or intimidated or disrespected, we can get hijacked in this emotional land. Any pro tips for dealing with all that?

Julia Minson
So emotional regulation, right, is something that people struggle with but is doable and it’s not just for conflict. It’s for all sorts of other things. A lot of the times, I mean, I’m going to say things that, after the fact, sound totally obvious but are profoundly true.

Our emotions come from our brains, right, which are, ultimately, physical organs that need rest and food and water. And so, quite often, if you are feeling yourself overtaken by emotions, what that means is it’s time to take a break. It’s time to take a break from this conversation or it’s time to take just, like, a break break, right?

And it goes back to this point of planning. Quite often, we end up in disagreements spontaneously with no forethought. And often, we fly off the handle because we are tired and because we’re stressed out and, you know, it’s Thanksgiving dinner, and, like, everybody has had a drink or two, and it’s in the evening and there’s all kinds of physiological and situational reasons why we are not at our best at that moment.

And so, one, if we have the ability to plan a conversation, prepare yourself to do it at a time when you’re at your best. And if you don’t have the ability to plan the conversation, you can always pause it and say, “Look, this sounds important. I’d like to talk to you about this thoughtfully. Can we schedule coffee for next week?”

So, like, when somebody comes after you over dinner about, like, “Well, why haven’t you guys gotten married yet?” or something incredibly sort of personal and triggering and random that can come up at a strange time, you don’t have to entertain it right then and there.

Pete Mockaitis

Okay, that’s super. So just having it planned for a time when you’re at your best and you’re sort of mentally prepped for it, as opposed to, you know, surprised, shell-shocked, like, oof, getting disrupted. I’d love to hear if, for whatever reason that’s not so possible, “Oh, we got a meeting with the big account or the big executive, and I’m not going to be able to get back on that calendar for months,” do you have any pro tips for in the moment dealing with the stuff?

Julia Minson
Yeah, so, back to sort of this idea of question-asking and inquiry and showing curiosity, there’s two ways of thinking about this. There’s sort of like, “Are you trying to help your counterpart have a better experience? And are you trying to calm yourself down?”

And those things are intimately related, right, because when we are in a conversation, when we’re in a disagreement, the way you’re reacting to me is what’s causing my emotions. So if I can slow it down long enough to get you to calm down, it will also calm me down. I mean, I think one of the things that people really sort of forget about disagreement is that it is a dynamic interpersonal process. Like, you can’t disagree by yourself in a vacuum.

And so if I can stop myself from trying to make the argument and, instead say, “Hey, I’d like to understand where you’re coming from, I’d like to understand why this matters to you. Tell me why this is a big deal,” that very simple action tends to make the other person calmer, explain their perspective, kind of appreciate the fact that they were asked, and then that gives me a chance to calm down.

So the two things, really, like, reinforce each other. The contrast is I make a forceful argument, you make a forceful argument, I have to make my argument even more forceful. The next thing you know, we’re yelling at each other.

Pete Mockaitis
And I think that’s really quite brilliant because you get a moment to regroup and the spotlight is off of you. So maybe they do ask, and you can’t escape or reschedule. It’s, like, “Why haven’t you gotten married yet?” And you’re like, “Whoa! What the heck, man? Kind of none of your business. We’re going to live our life the way we see fit. Thank you very much.”

But instead of saying that with that question of, “Oh, this seems like this timeline is really important to you. Can you tell me more about that?” A question along those lines shifts the spotlight off of you and can make them feel appreciated, and lets you take a breath and recollect all at the same time.

Julia Minson
Right, exactly. And, I mean, honestly, you can keep going and going, like, “Oh, are you married? How long have you been married? How is it going? Do you have kids?” Like, you can ask many questions, which serves dual purposes, right? One is what you just mentioned, which is, you know, giving yourself a break.

But, two, part of the reason that the person asked the question is because they have an opinion about what you should be doing with your life, and they want to share something. They feel like they have wisdom or advice or insight to offer.

And so you’re asking them, and they’re going to tell you, right, and they will feel wonderful about it. And they’re going to feel like you’re a great listener. And then by the time all is said and done, hopefully, you have a way of talking about your perspective that sort of resonates with what they are concerned about.

Pete Mockaitis
I like that a lot because many of the times, it’s not really about you at all. They have a belief about how things should be with marriages and timelines and, I don’t know, you name it – fertility, population, furthering the species, whatever.

They may have an opinion and they’re not even directly attacking you. They just, generally, have some kind of worldview, and so you can inquire about that. And in so doing, they like it, they can talk about it, and they might not even have to return to you at all.

Julia Minson
Right. And this is sort of like, great, we’re running with the marriage example because I just spontaneously brought it up. But you can imagine, you know, let’s say these are your parents or, like, your uncle or whoever it is who has some stake.

And maybe they want you to get married because they want you to have kids, which is, one conversation. It could be that they want you to get married because they think that it’s, like, financially more responsible to put all your pennies together and invest in the American dream. That’s a totally different conversation.

And so the way you sort of talk about it would be different depending on what it is they are concerned with. Or it could be sort of this entirely different thing you were suggesting, which is it’s not about you at all. It’s about their, like, world views about the institution of marriage, which is a third type of conversation.

Pete Mockaitis
I like that a lot. And, Julia, could you share with us any of your most favorite and least favorite words, scripts, bit of verbiage when it comes to doing this conversational receptiveness thing well?

Julia Minson
So, the way I think about a whole conversation, right, is like having basically two big activities that you’re trying to pursue. You’re trying to understand where the other person is coming from. You’re trying to gather information. And then at the same time, or like in the same conversation, you’re also trying to convey your own set of beliefs and make your own argument.

And so, overall, people spend way too much time in the second part, the part where you’re trying to make your own argument. So the first thing I would advise folks to do is to re-balance your attention and your time to spend a lot more time in the place of sort of inquiry, and signaling curiosity.

So all those kinds of phrases around, you know, “I’d like to know more about how you came to hold this belief. I would love to understand why this is important to you. What would you like to see happen here? Have you seen this thing…” whatever it is, “…done very successfully? Would it be helpful if I did X, Y, and Z?” So they’re all questions that sort of are like getting around this person’s beliefs and values.

And then, at some point, you’re going to feel like, “You know, I think I get it,” right? And you might want to say, “Okay, so I think I get it. Let me tell you what I think I just heard, and you tell me if like I did get it or not, right?”

And so that’s sort of a transition because, once you restate what you heard, they might say, “Well, kind of, but not really, and there’s this other thing. And I forgot to mention…” blah blah blah blah blah, right? And so then you might have to spend a little more time there.

Or they might say, “Yeah, you know, that’s right. You got it. Thank you for listening to me. I think that’s exactly what I was trying to say.” And then you switch to the part where you are now making your own argument. And that’s where you use the HEAR framework, right?

So there, you can do your H-E-A-R to show that, “I have a point of view here, I have a set of beliefs, but I’m going to express it in a way that still, like, recognizes the fact that I just spent 20 minutes listening to you and I was actually paying attention.”

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

Julia Minson
I think that a lot of the time, people are hesitant to think about these topics, especially, like, if we are, for example, debating how to do a project at work, maybe I’ll say, “Well, you know, receptiveness is good. I need to understand where this person is coming from because I need to work with them.”

But sometimes we get into these topics that feel very moralized, like, if we talk about a company’s environmental policy, if we talk about affirmative action and hiring, if we talk about medical policies that support reproductive care. Like, there’s a lot of places, there’s a lot of topics even in the workplace that feel very, very moralized.

And I think people are afraid to approach those topics because it feels like, “Well, you know, how can I possibly condone that crazy perspective?” And that, to me, seems like a mistake because if you have a passion around a policy area and around a way that you would like to see the world changed, it’s very hard to wield influence if you keep walking away from people and walking away from conversations because you don’t think that they are sort of worthy of being engaged with.

So that’s something that I really like people to think about as, like, “How am I going to wield influence if I don’t engage?”

Pete Mockaitis
Yeah, that’s very well said. And when you talk about the moral piece of it, perhaps there’s a dimension of us that feels, even hearing out and providing a respectful opportunity to air the alternative view, which we may even see as evil, is to, in some way, support, condone, approve, welcome, entertain, negotiate with, whatever, the evil.

And I think that, if we evaluate that, that’s really more of an emotional vibes thing as opposed to a logical thing.

Julia Minson
Well, you know, it’s back to assumptions, right? Like, how do you know they’re evil. Like, that’s a big word, like evil with a capital E, that’s like a big accusation, right? So how do you conclude that without really thoughtfully engaging with a person and their beliefs, you know?

And most of the time, when you really listen to people, they say things that kind of make sense, at least in some dimensions or from the perspective that they see the world from. And, frankly, even like the people who are evil, if you’re in a conversation with them, it is often because you need them to achieve a certain goal.

If you can sort of, relegate them to the eighth circle of hell and never have to deal with them again, that’s great. But most of the time, we don’t have that power. Most of the time, we actually need to get things done. And so, again, if you’re going to get things done, you have to understand the other side.

Pete Mockaitis
Well, yes, we’ve had Chris Voss, and other folks who’ve done hostage negotiation, on the show. And, in fact, even folks who are committing evil actions, in terms of they have hostages, they’re threatening to take their lives, providing some of this understanding stuff is tremendously helpful in untangling that dangerous situation.

Julia Minson
Yeah, no, that’s exactly right. And I had a student last year who worked for an immigration non profit. And he said, “Well, how can I possibly have a conversation with these people that work for the government, and they’re hauling children away from their parents, and etc?”

And I said, “Well, if you want to help these children, do you think it would be effective to tell this person who is doing their government job, ‘You’re a horrible human being and I hate everything you stand for’? Like, do you think you’re going to get anything out of them after you say that?”

So there’s sort of the impulse to tell people what exactly we think of them. But, again, is it serving your goal?

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

Julia Minson
William Wrigley Jr., remember, like, Wrigley’s chewing gum, Wrigley’s Field? So a hundred years ago, he said, “When two men in business always agree, one of them is unnecessary.”

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

Julia Minson
The famous Milgram experiments. The reason they’re so important to me, so, you know, in the Milgram studies, right, you had participants who gave other people, trained actors, but of course, they didn’t know that they were trained actors, gave them electric shocks, and they thought that they were participating in a study on learning.

And there was this experimenter in a white lab coat who kept telling them to give this other person electric shocks. And, in reality, it was a study of obedience to authority. And for Milgram, this was sort of this whole illustration of what happened in Nazi Germany and how easy it is to get people to obey authority through sort of very subtle changes to the situation.

Well, as a little girl, I grew up in Russia. And the reason I’m a psychologist is because my mom was a psychologist, and the reason she was a psychologist was because she read the Milgram studies. So, you know, she was a Jewish woman in the Soviet Union, and it, like, really resonated with her to the point where she learned English and got a PhD, and here I am, you know, a generation later.

Pete Mockaitis
Beautiful. And a favorite book?

Julia Minson
I read a lot of fantasy. And I really like an author named Alix Harrow. She’s got a new novel called The Everlasting that I wish I could wipe from my brain and read all over again so I could have the experience again.

Pete Mockaitis
All right. And a favorite tool?

Julia Minson
Espresso maker.

Pete Mockaitis
And a favorite habit?

Julia Minson
Sitting on the couch after dinner, piled up with, like, my youngest child who’s ten, and our dog who’s 70 pounds, and we all watch an episode of “Modern Family.” And thank God, “Modern Family” is so long that, like, one episode at a time, we’ve been doing it for, I don’t know, two years.

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

Julia Minson
“Everything is negotiable.”

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

Julia Minson
So my website is DisagreeingBetter.com.

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

Julia Minson
Yeah, next time you disagree with somebody, pause and think about whether you understand where they’re coming from. And if you don’t, ask.

Pete Mockaitis
All right. Julia, thank you.

Julia Minson
Thank you very much. This was great.

1160: How to Create Trust During Tough Conversations with Justin Hale

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Justin Hale reveals the key to communicating difficult truths while strengthening relationships.

You’ll Learn

  1. How avoiding conflict erodes trust in teams
  2. How to set expectations that leave no room for misunderstanding
  3. The mindset shift for calmer conversations

About Justin

Justin Hale is an author and keynote speaker who has worked with hundreds of organizations worldwide, helping leaders and teams communicate better, elevate productivity, and build healthier cultures. He is the coauthor of the New York Times best seller Crucial Accountability: Proven Skills to Build Trust, Address Disappointment, and Get Results.

His research and writing has been published in places like Harvard Business Review, CNBC.com, Fox Business, Bloomberg, and Fast Company. Justin’s coaching and advice is also published regularly in the Crucial Skills newsletter.

Resources Mentioned

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Justin Hale Interview Transcript

Pete Mockaitis
Justin, welcome!

Justin Hale
Thanks, Pete. Good to be here.

Pete Mockaitis
Well, I’m excited to be chatting about crucial accountability. Could you maybe kick us off by sharing a particularly surprising or fascinating discovery you’ve made about us humans and accountability from all your research?

Justin Hale
What was actually surprising is how much we haven’t changed. We haven’t learned our lesson. The first version of this book was published in 2005. It had another revision around 2014. And now as my partner Joseph and I began researching and rethinking this revision, and to your point, sort of getting a sense of what the world is like today, there are some places where we’ve improved in terms of our frequency of speaking up around accountability issues and being honest and candid.

You’ll see some of that a little bit in healthcare and some areas, but we’re alarmingly still the same in terms of, you know, allowing situations to grow and build and to choose silence over honesty when we should be holding people accountable to, you know, mistakes, things like that.

So it is sort of scary to think about the fact that we’ve allowed certain disasters or other things that have happened in our world as a result of silence, and yet, those kinds of things continue to happen. So that was actually one big alarming discovery we had as we dove into this new revision.

Pete Mockaitis
So accountability, speaking up, how are we thinking about these things, definitionally?

Justin Hale
Yeah, so when you think about crucial accountability, it’s really about one key moment, which is those moments where there’s a gap between what you expect someone will do or deliver or how they’ll perform between that and how they’re actually performing, what they’re actually delivering, what they’re actually bringing to the table.

It’s that gap between expectations and actual performance that brings about this really high-stakes moment, this high-stakes conversation that’s incredibly difficult and, sadly, mostly avoided.

And so when we talk about these gap moments, what we’re really asking is, “How do you handle them in your family, in your team, in your community, in your society? What’s the norm? Is it to step up to these gaps and to address them candidly and respectfully? Or is it to let them simmer and to hope they just go away or resolve themselves or to sit and gossip behind people’s backs rather than addressing those gaps head on?”

And that norm really predicts so many of the results that you experience and how you handle or mishandle or don’t handle at all these gap moments.

Pete Mockaitis
Well, Justin, now I’m thinking about one of my favorite comedians, Nathan Fielder, and his latest season of “The Rehearsal” in which he explores this very concept in terms of, like, co-pilots feeling nervous about speaking up and the dangers. And so it’s fairly trippy because, like, “Wait, this is a comedy, but it’s a reality, but this is a serious issue and you’re bringing awareness. But is it a joke?” And that’s kind of where he likes to play?

It’s like, “I’m bending genres and thoughts as you observe.” But it was quite intriguing. Could you share with us, what are your thoughts on this series and this dynamic with co-pilots?

Justin Hale

Yeah, this has been something that’s been an issue for over 50 years in the airlines. Actually, my father was an airline pilot for decades. And so I’m pretty familiar with the culture that exists there.

But you can even look at examples, like Florida Flight 90, which is about 30 years ago, right, where there’s a situation where we’ve got the captain who’s got a perspective about the weather and whether they should take off, and the co pilot sitting there saying things like, “I could see the ice building on the wings and I was seeing certain numbers in our mechanics that made me kind of wonder.”

And the co-pilot, feeling concerned about speaking truth to power, about being honest to authority, deferred and would maybe throw hints out and say things like, “Man, that’s a lot of ice. Does that seem right?”

And rather than being honest and speaking up about a potential miss or a mistake or a risk, this co-pilot, in some ways, just couched the truth. That airplane ended up crashing right into the river and a number of people died. And that’s one of many examples.

There was an Air Korea flight. There was a number of examples similar to that where there’s this culture of deference to authority, fear of being honest, and that exists. We see that on oil rigs. We see that in executive boardrooms. And, sadly, you often see it inside of airline cockpits.

And yet, about 20 years ago, many of the airlines, because of a few key mistakes and fatal crashes, they really tried to take this more seriously, created this whole CRM program that was all about addressing the conversational culture within the cockpit. And yet, what still permeates is this sense of, “Is it okay for me to question someone who’s more senior than me?”

And so it really is interesting. It is a tragic comedy to really think about how that same dynamic is true in so many areas of life. And it’s interesting because I also think we tend to look at those stories and we put a lot of the onus on the junior person, we’re like, “Why didn’t you say something? Why don’t you speak up? How could you let that happen?”

And yet, the culture of candor or culture of silence, whichever you’re getting, is more determined by how the senior person is behaving than really how the junior person is behaving, right? Does the senior person create an atmosphere where they invite that junior person to speak up, to disagree, to hold them accountable, to call out a mistake, to notice an error?

And we like to say that the health of any relationship, team, or culture is a function of the average time lag between someone seeing an issue and saying something about it. And if you’re talking about airlines, you can’t let that time lag go on too long because now you’re talking about fatal mistakes.

It’s the same thing. We see this, actually, in hospitals. We did a massive study called “Silence Kills.” We interviewed hundreds of people, surveyed thousands of people in hospitals, looking at the prevalence of silence within hospitals, especially relative to mistakes.

And it was scary how often junior people, on a clinical team, whether that be a nurse being faced with seeing an error that a doctor was making, or a more junior nurse speaking up to a nurse manager. And the prevalence of silence was, at least anecdotally, we could connect to a number of different mistakes that were made, which is scary.

Because if you’re talking about airlines, you’re talking about hospitals, mistakes aren’t just things where a project goes poorly, or there’s a bug in the software. We’re talking about human lives. I remember one, we were doing this large study in this hospital and there was this nurse manager who said, “You know, I have a nurse who works for me, who works under me who is…” these are her words, “…dangerously incompetent.”

And so you’re like, “Oh, my gosh. Talk about a gap,” right? And so we said, “What do you do about it?” She said, “Well, after this nurse leaves the patient’s room, I send in other nurses after her to double check all of her work.” And you’re like, “Oh, my gosh,” hand-to-face moment, like, “Are you serious?”

And yet, if you were to ask this nurse manager why and other people like her, in our study, they would say things like, “I didn’t want to hurt her feelings,” “I didn’t want to get into a confrontation,” right? The risks of speaking up were greater than anything else, the feeling of being uncomfortable, the argument, the hurting feelings.

And yet, think of all the risks of not speaking up in that moment. It’s expensive because now you’re paying people to double check work. It’s inefficient. This nurse isn’t getting any better. Most importantly, it’s dangerous. You’re putting a patient at risk.

And so a lot of what we tried to double down on in the new version of the book and gave some examples that were relevant that have happened over the last decade or two is examples where people made this sort of boneheaded calculation where they were trying to, they looked at a gap and they said, “Should I say something? Should I speak up?”

And in their calculation, they start focusing on and emphasizing all the short-term costs of being honest, “Oh, it’s going to be painful. It’s not going to go well. They’re going to get defensive. I’m going to…you know, they’re going to question me. I’m going to be labeled as a troublemaker.” All these issues of speaking up.

And in those calculations, they almost completely ignore all the long-term costs of not saying something, all the risks of silence. And so it’s this terrible mental calculation that we do that results in this ongoing silence, even when it matters most, is really alarming.

Pete Mockaitis
Yeah, yeah, I hear that. Mercy. And what’s intriguing here is, you know, these scenarios are among the most intense and thrilling emotionally, “Junior person sees life-threatening situation. Will they speak up in the cockpit or in the emergency room, the operating theater?” And yet, this also shows up in more mundane areas, I might venture to say, nearly every day in workplaces that have teams who are regularly communicating with each other.

Justin Hale
Oh, constantly. Think about a simple example as you and a coworker rely on each other for work. And so you’ve got this coworker who maybe is a copy editor and helps you out a lot. And that’s part of their job, right?

And so you say, “Hey, will you review this proposal that I wrote up for the executive team?” And they say, “Great. I’ll take care of it.” And you say, “Hey, can you get it to me by Friday at noon?” And they say, “Absolutely.” Friday at 4:00 p.m. rolls around, no proposal back to you. Monday morning, 8:00 a.m. rolls around, no proposal back to you. So here you go, you’ve got a gap.

Or how about, you’re a sales manager and you manage a group of 10 reps and, “Here we go again, it’s the third quarter in a row that one of my reps is missing his quota.” So, to your point, the gaps are not only incredibly consequential, they’re just common. It happens in our daily life.

I mean, I was having a conversation just last night, my wife and I, with my son, about the fact that, you know, hey, he’s 12, he wants to play with his friends, he wants to go to a sports, he wants to have a good time, he wants to loiter here and there, you know, like classic teenagers.

And yet, what we asked from him is, “Hey, you got to keep up on your homework. You got to get good grades. Everyday you need to come home, look at your missing assignments or assignments that have a poor grade and go back and make adjustments, make fixes,” and he wasn’t doing that. And he has a massive pattern of doing it.

We have a situation with a neighbor who maybe is parking her car on your side of the driveway or on your grass. All of these are gaps. And so, to your point, we face them every single day, some small, some big, some medium size. And yet, if you’re a human being that has any relationships with other human beings, you’re going to have gaps.

Pete Mockaitis
Yeah. You know, it’s funny when you mentioned neighbors, I’m just thinking about homeowners associations, HOAs, and it’s amazing to me because, and this plays a larger topic that neighbors tend to not know each other.

And it’s sort of a social norm such that I even feel weird, like, I’d like to meet my neighbors, but it almost seems odd for me to knock on the door, and say, “Hello, I am your neighbor. Welcome. I would like to meet you and know you and be familiar with you. And if you need a cup of sugar or whatever, come on down.”

That seems like a very natural human wholesome instinct. And yet, I myself, I say, “Oh, no, that’s kind of weird. People don’t really do that. I don’t know how they’re going to like that. And then are they going to get into my business?” So, yeah.

Justin Hale
Yeah, that’s an important insight, though. I love what you’re saying, because we don’t do that in the same way that we probably used to in terms of building some relationship with the people in our community – small c – right, in our neighborhood.

And yet, you will face moments of accountability or gaps or mistakes or things that bug you that they will do, or you will do to them, right? It just naturally happens. If you’re in a family, it happens. Like, if you’re in a relationship, people will let each other down.

But because we don’t build relationships, it makes having those conversations very difficult and, in some ways, almost impossible. We have no basis of trust or understanding or anything. And so what you see instead, and it’s hilarious, you bring up community, you know, communities and HOAs.

In my community, what you see all the time is just people post their gripes on the community Facebook group. And they just lay into people. And the other day, and it’s hilarious, because they’ll weave it into politics in the most cutting ways.

The other day, someone was complaining about the local school, “It’s the last straw with the school. Let me tell you my story.” And I’m thinking to myself, “You know who you should probably address that with? The school.”

And so we’ve become accustomed to this very indirect complaining, gossiping, shouting our frustrations to the social media world, and rarely do we go in person, face-to-face, to the person we have real concerns with who can actually do something about it and have the honest conversation.

And maybe we end up getting there, but we start with complaining and shouting into social media. And the problem becomes is we build up this emotional distance between us and the person in which we need to have the conversation with.

Same issue you’re talking about with neighbors. When I don’t know you, I have no relationship with you, we haven’t connected on something common, we haven’t talked about our kids and shared a little story, “Oh, you’re a fan of this team. I’m a fan of this team. You grew up there? So did I.”

That commonality builds relationships. And why does that matter? Because if you ever want to talk with someone about issues, having a relationship of trust allows that very crucial conversation to go much more effectively when you believe certain things about each other’s intent.

I mean, this is sort of a principle that is weaved throughout the entire book. That if people can feel psychologically safe, you can talk with them about almost anything. But when they don’t feel that way, it doesn’t matter how flowery or how well spoken you are, they don’t want to hear it. No matter if what you’re saying is true about their mistake or not, if they don’t feel psychologically safe with you, they don’t want to hear it.

And that doesn’t mean always comfortable, but it means safety is a function of intent, not content. Meaning, whether someone, a neighbor or someone in your community, is willing to hear you speak up about your concerns or hold them accountable, is all about their belief in your intent.

If they believe your intent is good and you’re trying to help or you’re trying to address some common interest or that you respect them, and so you respect them enough to share this feedback with them, they’ll be much more likely to hear you.

But if they believe that your intent is malicious, or you’re trying to hurt them, or you’re a threat to their goals, or that you don’t respect them, it doesn’t matter how nice you say it, they will shut down, they’ll go into self preservation mode, right?

And so it really is, I think you make a great point around safety, around building a relationship. In the book, we state it this way, we say when people feel safe, they’re more likely to embrace uncomfortable truth. And when they embrace uncomfortable truth, they’re much more likely to take responsibility.

And that’s really what we’re after, is that we want people to just own up to their mistake. And, honestly, that’s so rare that when we see it, we’re like, “Oh, thank you. I’m good.” And our respect for them goes up immediately.

And so that idea of, when people feel safe, they’re more likely to embrace uncomfortable truth. And when they embrace uncomfortable truth, they’re more likely to take responsibility.

Pete Mockaitis
Well, yes, these are good solid principles and they resonate in terms of being true, that widespread complaining indirectly on the HOA Facebook or to the HOA presidents, often, I think folks hear revelations in an exit interview. It’s like, “Oh, I had no idea that was the thing that you wanted, or that was troublesome for your work experience this whole time.”

So that’s sort of the lay of the land, the core principles, and the problem. So what are some of the best practices you suggest for folks who want to shrink gaps between expectations and performance so that we’re getting great performance and rocking these conversations, no problem?

Justin Hale
There’s two views we can look at this through. Let’s start with the leader and then we’ll go to the employee. And if you want to be, you’re talking about being awesome at your job, if you want to be an awesome leader, like a great manager, someone who is rare out there, you need to focus on clarity. I mean, that is just such an underrated skill when it comes to leadership.

And what I mean by that is so many of the gaps that leaders find themselves dealing with started at the moment where the expectation was set. And it wasn’t the employee’s fault, it was the leader’s fault. Meaning, maybe they say something, maybe you and I are meeting in a quarterly review or something and I say, “Hey, look, Pete, you’re doing a great job in general.”

“And I know you want to grow to this next role, you’re looking for that promotion, I want to help you get there. What I’d like to see you do more in the next quarter as you’re in these project meetings and working with the marketing department and all these kinds of things, I want you to be more collaborative, okay? If you can do that, I see great things for you.”

And you shake your head and go, “That sounds really nice,” and you walk away. Right away, we probably have a gap. Why? Because what in the world does collaborative mean? “Do you mean you want me to be friends with these people? Do you mean you want me to attend certain meetings I’m not attending? Do want me to, you know, go visit and meet one on one with certain people I’m not visiting with and meeting with one on one right now? What in the world do you mean by collaborative?”

Or maybe I say, “Hey, listen, you’re really technically solid in your job, but the part of your job I want you to get better at is I want you to be, I don’t know, I want you to be just take more initiative, right? Like, I really want to see you be a go-getter this year, and then that’s really where I want you to improve.” And, like, boom, right off the bat, we’ve got a gap. Why?

Because leaders use these vague terms, you know. “Take initiative and be more responsible and be a team player and be more collaborative.” And in their mind, they have a picture of what that looks like, but they don’t spell it out. They use these vague sort of, you know, business school terminology that sounds nice.

Pete Mockaitis
“You should be more synergistic, Justin.”

Justin Hale
Yeah, exactly, right? “Let’s take this offline and be more synergistic,” right? It’s those kinds of things. And the employee walks away from the conversation with their own understanding of what they think that means. And there’s a high likelihood that those two understandings are different.

And so right off the bat, we have a gap from the beginning, which grows wider and wider as time goes on between what the leader wanted and what the employee thought they wanted. So first big tip here is, if you’re a leader, get crystal clear about what you want, get behavioral. “You can’t be too specific,” is what I tell people in terms of your expectation.

Another tip that I found helpful, one leader that I worked with was excellent at this. We have a meeting, she’d talk about expectations, and then she would just send an email to me within a few hours, like sometime that day, and she would just simply say, “Hey, I’m not sending you this to micromanage you. I’m just sending this because I don’t want you to feel unclear, and I don’t want you and I to ever be on different pages. So my understanding is, from the chat we just had a couple hours ago, is that we’re going to do X, Y, and Z by this date. Is that how you see it?”

And it just gave me a chance to review her understanding of the expectation and for me to either say, “Oh, I actually saw that a little differently.” And then to come back with my understanding, or to say, “Yep, that’s how I understood who was going to do what by when and how we were going to follow up and all that stuff.” And then, boom, it’s locked in. And it’s also documented.

And if you do it in a very, like, simple, informal way, it doesn’t have to feel weird. And, by the way, you’re doing it for them, for the employee. You’re doing it for both of you to be on the same page. So that’s a huge first tip is, as a leader, you’ve got to create a ton of clarity.

Pete Mockaitis
Well, and I love that in terms of getting super specific and behavioral, like, “What does it mean to be collaborative, to have initiative, to be proactive, to be strategic, to have ‘executive presence’?” There’s dozens of things that any of those could mean. Could you share a few examples of going from vague adjective to specific behaviors that paint the picture?

Justin Hale

Yeah, a really common one is take initiative. And it’s because what leaders really want is their people, they say, “I want you to be proactive.” What they’re really looking for is, “Hey, when you’re asked to do something, get clear on what the action is, and I want you to take it, right?” That’s essentially what they’re saying.

So one way to be proactive, say something like, “Hey, I’d you to be more proactive.” The employee might say, “What do you mean by that?” And the leader could say, “Hey, when we’re at the end of a meeting, and you’re unsure if you’re supposed to do anything relative to the meeting, I just want you to ask a question which is, ‘Hey, group, just double checking. Do I have any next actions? And if so, when do I need to finish them by?’”

“I want you to just ask those two questions. And then if you’re given assignments, I want you to make sure you capture those somewhere not in your mind. And I want you to focus on completing that next action by the due date. And when you show up to the next meeting, just give a quick 30-second report back on where you’re at with that. That’s it.”

“If you do that one small thing, to me, that is a great representation of being proactive relative to our team and our projects and all these kinds of things. I want to see you do that more often.” Or it might be an example of saying, “I want you to be more proactive,” and the employee says, “What do you mean?”

And they say, “Well, you’re leading these meetings. And so what I want you to do is I want you to create an outline for the meeting in terms of how you’re going to spend your time. And I want you to put that in the meeting invite to the rest of the team so that everyone knows why they’re coming, and what we’ll be talking about during that meeting. So I’d like you to be more proactive around meetings and discussions and conversations by doing that action.”

So it’s really about taking any vague, you know, trope that leaders are used to giving, and really saying, “Okay, what would that look like? What would you see people do behaviorally that would be a manifestation of that attribute that you’re looking for?”

“I want you to be more collaborative. Okay, what I mean by that is, you know, I want to see you work more closely with the sales team. So I want you to set up an ongoing once a month meeting with the sales director, Tim, and I want you guys to meet once a month to talk about gaps he may be seeing and how you guys are providing resources for them and any feedback you might have for the sales team in terms of using the resources you’re creating for them. That’s how I want you to be more collaborative moving forward with the sales team.”

Pete Mockaitis
You know, it’s intriguing. In some ways, as you spell out these actions, it almost feels as though this is a conversation with a more junior employee, but I suppose it could also very well apply to folks who are deep into their careers.

Justin Hale
Absolutely. The thing that we continue to see over and over again in this work that we do is that people that are senior will often say, “Yeah, this is common sense,” or, “I need to be holding these conversations.”

But common sense is not common practice, right? And you don’t just automatically become better at these as you become more senior in your career. Actually, often the opposite is true, which is sad. People become, they start to really get good at being bad at these kinds of conversations, right?

They develop early in their career poor habits and they think those work because maybe they’re technically successful, and so they’ve been successful in spite of the fact that they’re poor at these conversations. They think they’re good at them because, hey, they’ve risen in their career.

And so, yes, it is essential for you to be crystal clear. Actually, one of my colleagues, David Allen, who’s the author of Getting Things Done, he talked about, you know, one of the zeros and ones of that methodology, that productivity methodology that he would say is outcome and action thinking.

And it actually came from years and years of working with executives, where you’d be sitting with, you know, he and his colleagues would be sitting with executives in meetings, and they’d say, “What are you dealing with?” And they’d say, “Well, we have the same problems this year as we had last year.”

And they’d say, “Let’s do a simple exercise.” And these are with high powered executives of Fortune 50 companies, that kind of stuff. And he’d say, “Okay, I want each of you to take a second and grab a piece of paper and I want you to take your biggest concern and write it down on a piece of paper.”

And they’d all write it down, their own individual large concern, the thing that’s keeping them up at night. And he’d say, “Okay. What’s your desired outcome? What would have to be true for you to say that this concern was resolved or solved or completed or taken care of? Paint that picture for me. Write it down on the paper. What would have to be true?”

And they would, essentially, be spelling out their desired outcome in more clear terms. And then he’d say, “Okay, if we ended the meeting right now, this executive offsite, and you had nothing else to do in your world, except for start moving on closure on this thing, what would I watch you do? What would be your next action?”

“Would it be to pick up your phone and make a phone call? Would it be to schedule a meeting? Would it be to draft an email? Would it be to open up a PowerPoint and begin creating a proposal? What would I watch you do?”

And these experienced, decades of experienced executives, would finally get dislodged from months and sometimes years of procrastination, putting things off, spinning their wheels on large problems that were the same problems as they had last year, simply because they couldn’t get beyond.

I mean, these are people who, you know, leaders are often very good at being strategic. But what they’re often not good at is getting into the minutia of, “Okay, what’s the next action? What’s the next step? What are you going to do? What would that look like? Tell me more about what your next step is, right? Don’t just tell me about your goals.”

They obsess over goals. They meet over goals. They fly all over the world and go to these resorts to talk about, “What are our goals? What are our goals? What are our goals?” And yet, they often stay stuck because they can’t get down to the specifics of, “What’s the next action?”

And so, to your point, these are conversations, when it comes to gap moments and accountability, where you can’t be too specific no matter the level of the person you’re talking to. I mean, this is something we see all the time, by the way.

We talk in the book about examples where employees should use these skills to hold their leaders accountable. Do leaders ever make mistakes? Does your boss ever let you down? I’m sure he or she does all the time. And you should be able to use these skills as well.

And that specificity becomes even more important when you say to your boss, “Hey, look, I’ve been noticing some of the ways that the meetings have been going. I just feel like we’re not getting a lot accomplished.” And they say, “Okay, I’ll get better at that.”

And you say, “Well, let me give you some more specifics. What I mean by that is I’ve often found there’s a pattern. We spend the last 20 minutes just talking about processes rather than talking about action. And I feel like we’re having meetings because we didn’t actually establish clear action. And so we’re having more meetings than we need to. And I want to talk about how we can get better at that.”

This is employee initiating that conversation. So I think you’re right. This principle goes from the first-time intern to the senior executive.

Pete Mockaitis
I love that. And David Allen has been on the show a couple of times, and “What’s the next action?” is such a power question to cut right through things and get them moving. So great principles there in terms of super clear on what the expectation is, down to the next action, the specific behaviors. What are some other core principles here?

Justin Hale
Yeah, so there’s a few. I don’t know if your listeners have ever seen the movie “Groundhog Day,” classic Bill Murray, I mean, it just never goes out of style. But there’s this phenomenon we like to call living Groundhog Day in your accountability conversations.

Meaning, so often, we are holding the same conversation over and over again, we’re living Groundhog Day. And people come to me and complain about this all the time, like, “I’m hitting my head up against a wall, Justin, because I keep having the same conversation over and over again. It’s not getting better. The gap is not closing.”

And I’ll often be honest with people, and say, “That’s on you. That’s actually your fault. If you’re having the same conversation over and over again, the problem isn’t them, it’s you.” Like, “Oh, what do you mean?” “What I mean is you’re having the wrong conversation. So before you even open your mouth, you’ve got to get really clear about what the real gap is, what the issue is.”

We have this really powerful skill called CPR. It’s an acronym that stands for content, pattern, relationship. It’s a great diagnostic tool. So, essentially, you look at a situation, say, “Oh, I’ve got a gap.” And I would say, “Okay. Well, is it a one-time issue? Meaning this mistake has happened only once.”

That would be a content conversation, “Hey, I noticed you missed this one deadline today,” one time. Most of the time, though, people are frustrated, not because something has happened once, but because it’s a pattern, P, right, because it’s happened three or four or five times.

The issue isn’t today’s episode of the mistake. The issue is the last four episodes of the mistake. And the problem that we run into, one of the reasons we live out Groundhog Day, is because we go to hold the accountability discussion, we go to address the gap, and we talk about the most recent episode, and the person has a good reason for why they made the mistake or they had that miss.

And so we say, “Oh, that excuse, makes mistakes” and we walk away and we feel initially resolved. But then two or three days later, we’re back in the same conversation again, and we’re, like, flabbergasted. Why? It’s because in that moment, you were holding the wrong conversation. The issue wasn’t yesterday’s episode. The issue was the fact that it’s happened four or five times.

So let’s say I’ve got an issue with someone who shows up late to work, and we work in an environment where they need to be on time because we’ve got patients coming in or customers coming in or something like that. And this person has shown up late five times in the last month.

And I go to them and say, “Hey, I noticed yesterday you were late.” And you go, “Oh, my gosh, you wouldn’t believe what happened to my son. We had to take him to the hospital.” And you’re like, “Oh, my gosh, I feel so bad.” And you’re like, “I’m so glad your son’s okay.” And you’re good and you walk away.

You haven’t really resolved the real issue. The real issue isn’t yesterday’s episode. The real issue is it’s happened five times. And so it would be the equivalent of having like a dandelion weed in your front yard, your beautifully manicured grass.

And you walk out of your front door and you say, “Oh, what an ugly weed,” and you walk over and you rip the top off and throw it away and you tell yourself, “I took care of it,” which we know is a lie. It’s going to grow back because of the roots. That’s a great metaphor for thinking about conversations.

If a situation has persisted, if a gap has gone on for a while and your frustration is growing, unless and until you address that pattern, or you address the deepest level, which is the R, or relationship, how the relationship’s being impacted or trust is being broken, or respect is being strained, until you address a deeper level of the conversation, the ongoing issue and how it’s affecting your relationship, until you address the root, that gap will not go away. That gap will not close.

So the first skill we really teach people is choose the right conversation. Is it a content issue, one time? Is it a pattern? Or is it a relationship-level issue where trust is an issue or competence is coming into question or there’s a respect concern?

And so many of us would benefit from holding the right conversation, even if we hold it awkwardly or imperfectly. If we’re talking about the right issue, we’re much more likely to get unstuck.

Pete Mockaitis
Yeah, that’s great. And it really does seem quite easy to get sidetracked, distracted by the one-off, the exceptional, and then you’re kind of lost.

Justin Hale
That’s the 200 level of this skill, right? That’s where that comes in. If you’re a leader and you come up and say, “Hey, I want to talk to you about something that I’ve noticed, there’s this pattern,” and you start talking about the pattern.

And what often happens is that person wants to suck you back into content. You can’t fall for that. To your point, you’ve got to stay focused on the real issue. If someone says, “Oh, but…” Say, “Look, I understand that there may have been an extenuating circumstance, but that’s not my real concern. My real concern is that this has happened five or six times. My issue is the pattern.”

And so, to your point, that’s where the advanced portion of this comes in is you’ve got to both notice what the right conversation is and have some fidelity to that as the conversation progresses.

Pete Mockaitis
Okay. Well, can you share with us some best practices for actually doing the conversation?

Justin Hale
Yeah. So once you know what you need to talk about, you’re in a really great place. One quick tip for when it’s time to start the conversation, which is a skill we teach called describe the gap, which is simply state the facts related to what you expect and what you’d observed. Most people begin these conversations with emotion, with conclusions.

Pete Mockaitis
“I was really worried when I noticed this. I felt disappointed, sad, angry, frustrated.”

Justin Hale
Hurt. Yeah, frustrated, right? And so, because that’s what’s front of mind to us is the impact of their behavior. And so we want it to be front of word, meaning it’s the first thing out of our mouths. And that is the last thing you should do.

These conversations will inevitably go poorly when you start with emotion, assumptions, conclusions, judgments. Don’t do that. Now, I’m not Pollyanna. I get that you’re frustrated. I get frustrated. I’m not saying you’re not going to be frustrated about gaps, about mistakes that people make. You will be. But if you lead with that frustration, they will get defensive.

So even before you open your mouth, there’s a little bit of a pre-skill here, which is, it’s actually funny because I’ll have people come to me and say, “You know, I’m really frustrated about this. I need you to help me. Give me some coaching and some training on my body language. I want to make sure I don’t come off as frustrated.”

And I’ll laugh and say, “You want me to teach you how to lie, essentially? You want to be bubbling underneath the surface and angry and frustrated, but you want me to teach you how to pretend that you’re not? No, I’m not doing that, right? What you need to do is get at the source, right?”

Your emotions and frustrations are actually not a function of what the other person has done. You think they are because you say things like, “He pushed my buttons,” “She makes me so mad.” What we know from the science is that your emotions are a function of the story you tell yourself about what other people are doing.

So if you look at the brain, the way it works is, is it’s kind of an interesting four-step process when you go from observing something to acting. First, you see, hear, and observe something. Maybe you’re sitting in a meeting and you hear someone say something, right? There’s the observation, there’s the fact.

Then what your brain does is your brain makes a judgment. It wants to make sense of what you just saw. It comes to conclusions, it makes judgments, it makes assumptions, it fills in blanks. It essentially adds color to the situation you just saw. And much of that story, we would call it, is based on previous experiences, your own paradigms, your own mental models, right?

That story then drives your emotion, “Is what I just saw and heard good or bad? Is it negative or positive? Do I like it? Not like it? How do I feel about this?” And then how you feel, that emotion then drives your action.

So this is what we call the path to action. You see something or observe it, you tell a story, you feel a certain way, and then you act. And yet, your brain does that four-step process like that. I mean, it’s like lightning, right?

Now, why should people care about this when it comes to starting conversations? That was your question. If your story about why someone has done what they’ve done is something like this, “They don’t care. They’re lazy. This is not a priority to them. They’re just out to get me.” If that’s your story, can you guess what your emotion’s going to be?

Pete Mockaitis
Oh, yeah, you’ll be angry and resentful and frustrated, all the things.

Justin Hale
All that stuff. You will come in with this judgment which will show on your face, your tone, all that stuff. You are screwed from the beginning. I mean, period, right? No matter how much you try to say it in the most refined words, your emotions will show in all the nonverbals, and they’ll get defensive, right?

And so what you’re trying to do here, the biggest threat to progress before a conversation happens is disgusted certainty. This judgment that the other person is this certain way or their intent is this. And then you latch onto that with this certainty that you’re right, that your story is correct. We tend to believe that our stories are facts.

And so, but when you can challenge that with determined curiosity, when you can challenge your story, I’m not saying be Pollyanna and say, “Well, I’m sure that they made this mistake for a good reason. I’m going to let it go,” nope. That’s not what I’m saying.

What I’m saying is challenge your story by asking questions like, “I wonder, you know, why would a reasonable, rational, decent person do what they just did?” or, “I wonder if there’s some circumstances I’m not totally aware of that might be contributing to the situation?” or, “I wonder if I did anything to contribute to this. What’s my part in this?”

When you start asking some of those questions, what you are doing, essentially, is you are interrogating your own story because our stories tend to be pretty self-serving. They tend to be pretty one-sided. And when you ask questions, you start to make your story consider other options, “Maybe I’m not 100 % certain what’s going on. Maybe there is something more to this. I’m not sure.”

You see what I’ve done here? I haven’t become more certain about some Pollyanna positive outcome. I’ve just become less certain about my initial disgusted belief. And so now I’m more curious and my story is like, “Hmm, I wonder what’s going on here? I ought to go ask. I’m going to go have a conversation.” You’ve now replaced a disgusted certainty with determined curiosity.

So back to your initial question, “How do I start a conversation?” You begin the conversation with an attitude of determined curiosity, “I’m going to go find out. I know here’s what I’ve seen. I’m going to go find out why. I’m not 100% sure. Sure, I have a little bit of my beliefs in my back of my mind but I’m not sure that those are factual. I’m going to go ask some questions.”

And when you’re ready to start, now it leaves you space to be a human being. It leaves you a space to fumble a little bit. You don’t have to say things perfectly. Why? Because it shows on your face that you are legitimately curious. You’re like, “Hey, I want to check something out with you here,” versus, “I can’t believe you did this.” Can you feel the difference, right?

Pete Mockaitis
Totally.

Justin Hale
So once you’re ready to start, then you can describe the gap. You can say, “Hey, here’s the facts. Hey, you and I discussed last week that you would, you know, finish this report analysis for me and send it to me by Monday. It’s Tuesday afternoon, I haven’t gotten the report yet. What’s up?” That’s it.

Because the beginning of these accountability discussions is an initiation of a longer dialogue. It is not holding court, giving out the judgment all in one statement. It is simply stating the facts related to the expectation, the facts related to the observation in terms of the actual performance, and it’s just asking a question. That’s it, open-ended. And we’re trying to just initiate the beginning of a dialogue.

And when you open like that, you are much more likely to get honesty rather than hiding or skirting or lying about the truth about what’s going on.

Pete Mockaitis
That’s great. Okay, so we’ve done some pre-work, got the curiosity going, we simply describe what’s up instead of leading with emotions. Any other pro tips for the actual conversation?

Justin Hale

In that situation, if you do those things, here’s our experience, 95% of the time, you will get to a dialogue, they’ll be honest with you about what’s going on, and then you can just talk. You can talk about, “Oh, here’s what got in the way, and here’s why I missed it.”

And, “Okay, let me help you solve for that. And in the future, can you please speak up to me a little earlier when you run into that kind of barrier. And, great, and we’re moving on towards solutions.” Sometimes, though, maybe we don’t do a great job of starting, we don’t get our emotions right, and the person gets defensive.

And so now you’re talking about restoring safety, “What do I do in the middle of the conversation? What do I do in the middle of the conversation when the other person doesn’t jump into the dialogue? They start shutting down. They start blowing up. They start getting frustrated. How do I address that issue?”

And we teach the skill called “Make it safe.” Now, what does that mean? That does not mean make it comfortable. That doesn’t mean that giving feedback and talking about gaps is always touchy-feely and it’s always so comfortable.

I have gotten some of the toughest feedback in my career that I was willing to hear that was incredibly uncomfortable. And yet, I wanted to hear it. Why? Because it goes back to something we talked about earlier. Safety is not a function of the content or the topic. It’s a function of people’s belief about your intent.

So when I see someone, and to your point, in the middle of a conversation getting defensive, I have to ask myself the question, “Okay, whoa! What are they believing about my intent that’s making them get defensive here?”

It’s one of two things. Either they believe that I don’t have mutual purpose, which is what I want, is a threat to what they want, that I don’t share their goals, their struggles, that I don’t care about what they care about. Or it’s a lack of mutual respect. I don’t respect them or care about them as a person. And if there is a lack of mutual purpose and or mutual respect, safety is gone out of the room, right?

It gets sucked out of the room completely and people go into self-preservation mode. They want to protect themselves, right? Because they feel threatened. Their belief about your intent is, “Hey, she’s out to get me,” “He’s out to get me,” “He doesn’t care about me,” “He doesn’t respect me.”

And so your job in that moment is to put a little bookmark in the topic. Let’s say we’re talking about a gap around deadlines or sales quota or parking your car on my driveway, and take a quick sidestep to address the conditions in that moment, “Let me address your belief about my intent, because I have no hope of you hearing about the actual problem if you are stuck in self-preservation mode, if you’re feeling defensive and unsafe.”

So a great skill that I find helpful is called contrasting, is that if I’m noticing that my intent is good, but that you believe my intent isn’t, I simply contrast what I don’t intend with what I do intend. So if you and I are having a conversation about you parking on my driveway, and I say, “Hey, you know, you and I talked about this before about my grass and it’s important to me. And we talked about where we park our cars.”

“I noticed that over the last couple of weeks that your car has been parked on my grass and it’s left these marks that I now have to fix. I just wanted to find out what’s happened based on our initial conversation?” And you go, “I can’t believe you. You don’t care about the fact that I’ve got five kids in here. I’ve got two adult kids that are struggling, and we’re just trying to make ends meet.”

And it’s that moment you go, “Whoa!” right? They think that I don’t respect the fact that they got a busy life. And in that moment, they’re perceiving that my intent is that I don’t share their concerns. That’s actually not true.

Like, I got a lot of kids myself and I can respect that they’re trying to juggle a lot of balls all at once. Before I keep talking about the parking issue, I got to address the fact that they’re questioning my intent.

So I might say something like, “Oh, I apologize. My intent, I’m not trying to say that I don’t recognize that you’ve got a lot going on, and I know that feeling of having lots of kids and trying to make space for their cars, and you got kids running around and I totally get that and I can empathize with that. I’m not trying to question that that’s a lot to balance.”

“My concern is that you and I have talked before about this, and just like you, I’m trying to take care of my own house and my grass is important to me, and I just want to find a way to be sensitive to the fact that we’re both juggling a lot and keep my grass in good shape.”

So it’s just a simple way to say, “Here’s what I don’t intend. Here’s what I do intend. I’m going to address what I think is your misunderstanding, your belief about my intent. I’m going to go right at that. And then I’m going to clarify for you what my real intent is, right, smoothing out that psychological safety by helping you understand that.”

And like we said before, when people feel safe, they’re more likely, it’s not guaranteed, they’re more likely to embrace the truth that you’re trying to share. And when they embrace that truth, they’re more likely to take responsibility for their own behavior.

Pete Mockaitis
And I’m wondering about, even if they don’t think that, “This person is out to get me,” do you believe, or is there psychological research data on this, that a subset of people may simply have a high level of defensiveness, feeling threatened-ness, unable to receive criticism of any sort, no matter how delightfully and positively you’re intending it? Like, what do those percentages look like?

Justin Hale
I think that’s great. I think, absolutely, that is true. But I don’t know, our experience has not been that that is necessarily always consistent across every relationship and every part of someone’s life. So if we were to put it on a scale of zero, which is never defensive, to 10 of always defensive, that someone who’s a nine at work doesn’t mean they’re always a nine at home. They might be.

But I think that previous life experiences drive people who might be a three up to a five. I see this all the time with people I work with in organizations where they have a boss who’s pretty tyrannical and hard on them.

Maybe they were a three when they started that job in terms of their own mindset of other people’s intent and how often they get defensive, and their belief about other people’s intent being malicious. And by the time they leave that job, they’re at a five. They’re a little more leery of people’s intent, especially leaders. They’ve become more skeptical, more cynical, okay?

And so, yes, I do believe that our life experiences, and our experience has been working with hundreds of thousands of people doing this training and consulting and coaching with these conversations, is that you can have, especially when it goes on for long enough, you could have the kinds of experiences that prime you to have a little bit quicker of a negative belief about other people’s intent.

But here’s the good news. We’ve also found that that can be retrained. And someone who may be, because of life experiences, maybe because of an upbringing, and their family, or an environment they’ve worked in, that they’ve become an eight.

That doesn’t mean you’re an eight for the rest of your life, that you can learn and skillfully move yourself down to a three, back down to a two, that that mindset or that belief system about other people’s intent can be retrained, which is great news, right? It’s great news.

And so with any of these things around conversations, we have found that it’s not one of these things that you’re either born with or not, that it’s a skill that you can develop and you can become world-class at it if you weren’t born in a family that was great at talking about issues, or that your first job was an organization where candor was the norm, but that you can become highly skilled at that.

And that’s been our experience with people we’ve worked with, executives, leaders all over the world. Most of these people didn’t just automatically come from a background that they were good at it. They developed it. They practiced it. They were aware of their own deficiencies and lack of skill and their own poor behaviors up to that point.

And we worked on saying, “Here’s a replacement behavior. Here’s a better skill. We’re going to practice this. We’re going to have you try it out. Oh, it didn’t go super well. Why didn’t it go well? Let’s give you some coaching. Let’s have you try it again.” And through time, they become masters at holding these accountability discussions.

Pete Mockaitis

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

Justin Hale

I think two big things, kind of going back to the beginning, is I think we tend to obsess over the risks of speaking up, and we minimize the risks of not speaking up. And I would encourage people, if you’ve got a gap in front of you that you’ve been putting off, just do a little analysis for yourself.

Sure, make a list of all the risks of saying something, “Oh, it’s uncomfortable. It’s going to be a confrontation. They might get defensive.” But then I want you to take equal amount of time, writing down a list of things that could happen if you didn’t say something.

What if this continued over the next five years? What would that mean for you emotionally, for the organization, for the team, for the results, for this person? In that relationship, that personal relationship, let’s say, with your spouse, if you didn’t bring up this issue you have with them about the way they treat you, and you didn’t bring it up, what would happen over the next 10 years in your marriage? What would that mean for your relationship, for the feeling in your home?

So I would encourage people to really shift that risk analysis, and I guarantee they’ll start finding that honesty coming out more often. And the second thing I would say is that we talk about this in the book that all lasting happiness and satisfaction depends on our capacity for both truth and love.

Not just love. Not just care. Not just respect, but our capacity for happiness and fulfillment is about that truth, that honesty, the having that conversation, and about caring and loving people. We tend to believe we have to choose one or the other. You can either be honest with someone or you can tell them the truth.

And our ability to achieve the greatest level of happiness and fulfillment and development of people is about our tireless effort to accomplish both of those things. Be honest and be caring. Be truthful and be loving.

And that’s where you start to see relationships flourish in ways you can never imagine because they’re no longer shrouded with hiding and dishonesty and masking and silence. They’re now filled with a beautiful amount of candor.

And so those are two big things I would suggest for people to consider as they start to face these conversations.

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

Justin Hale
Well, we talked about David Allen earlier. That is one of my favorite quotes is the big David Allen, you know, quip where he said, “Your head is for having ideas, not for holding them.” I absolutely love that. It’s been one of those things that has transformed my life. And if you talk about being more productive, high-performing, get stuff out of your head and you’ll start to see it get done.

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

Justin Hale

Any research on social proof, I find to be super powerful. It turns out that we think that we’re individuals with our own minds, but we tend to do what other people do. One study I found really was fascinating where they were trying to get people in hotels to reuse towels to try to save water.

And so they put a variety of different signs next to the towels to try to do an experiment to see which sign increased the percentage of people reusing towels. And they would say things like, “Oh, if you reuse your towels, you’ll save this amount of water,” or, “If you reuse your towels, we’ll give you some points on your rewards program,” whatever.

The one that had the greatest impact was any sign that they put that said, “X percent of people do this,” “70% of people recycle their towels or reuse their towels.” The ones that were related to social proof, aka, “This is normal. Most people do this behavior,” was the one that had the greatest impact on whether people reuse their towels or not.

And there are dozens of studies like that where we, essentially, say, “We like to fit in,” and that’s a powerful thing to know about why we do what we do.

Pete Mockaitis
And a favorite book?

Justin Hale
A book that I picked up as an undergrad, walking through the university library, looking for something to spark what I wanted to major in, what I want to do with my life, a book called Why We Do What We Do by Edward Deci. It’s all about motivation, what drives us. Intrinsic motivation versus extrinsic. Loved it.

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

Justin Hale
Note to Self. So this goes back to the David Allen thing. I got a lot going on. I got stuff to quickly get stuff off my mind, but I don’t want to lose track of where it goes. And for a while, I used to email myself. I used to open up my email app and put myself as the who I’m sending it to, and have to put a subject line in, and then put in whatever message I wanted to, had on my mind.

Note to Self just cuts through all of that. It, essentially, is just, you open up the app and it’s just blank digital space. And all you do is type something and just push send. It automatically emails you. It’s true with images. I take a picture of something and then automatically just, Note to Self, boom, send it to myself.

So, in five seconds, I can go from thought to, it’s in an inbox somewhere that I trust and I can let it go. And so I love that that app, increases my efficiency, so.

Pete Mockaitis
And a favorite habit?

Justin Hale
Making my bed. I love that. Love just making it nice, making it look good. I feel like, for the rest of morning, as I walk through my room and I see that done, it sends a message to my brain about, you know, accomplishment, performance, who I am, who I want to be.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks, you hear them quote back to you often?

Justin Hale
There was a leader that shared this with me, and she said, “The road to success is paved with mistakes well-handled.” And that really connects to why we wrote the book Crucial Accountability and why the revision, was that our success has a lot to do with not moments when things are going well.

It has to do when things go wrong, when people make mistakes, if I’m a leader or a parent or a friend, what determines the success of this relationship is often how we handle mistakes, how we handle moments when things don’t go as planned.

And so I’ve shared that with thousands of people I’ve spoken to or worked with, and I hear that back a lot that people find that to be especially powerful, “The road to success is paved with mistakes well-handled.”

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

Justin Hale
Yeah, CrucialLearning.com is a great place to go to learn about not just our books, but our training program, consulting and coaching. And people can find me on LinkedIn, Justin Hale.

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

Justin Hale
Well, during this podcast, people inevitably had a thought, “That’s really cool.” And my challenge for people would be to say, “Okay, but what’s your next action?” Don’t let that cool thing reside in your hope and as hope in your brain. What are you going to do about it? Pick a small little action, go take that action.

Pete Mockaitis
All right. Justin, thank you.

Justin Hale
You’re welcome! Thanks for having me.

1097: Turning Conflict into Connection with Charles Duhigg

By | Podcasts | One Comment

Charles Duhigg reviews his communication techniques for finding common ground in any conflict.

You’ll Learn

  1. The three-step looping method for making others feel heard
  2. The secret principle for keeping conversations aligned
  3. How to uncover what people really want in a conversation

About Charles

Charles Duhigg is a Pulitzer Prize–winning investigative journalist and the author of Supercommunicators, The Power of Habit, and Smarter Faster Better. A graduate of Harvard Business School and Yale University, he is a winner of the National Academies of Sciences, National Journalism, and George Polk awards. He writes for The New Yorker and The New York Times Magazine, and was the founding host of the Slate podcast How To! with Charles Duhigg.

Resources Mentioned

Thank you, Sponsors!

Charles Duhigg Transcript

Pete Mockaitis
Charles, welcome back!

Charles Duhigg
Thanks for having me.

Pete Mockaitis
Well, I’m excited to talk more about super communication. I think that is an important topic and, congrats, you’re now in paperback, I understand, Supercommunicators.

Charles Duhigg

Thank you. Yeah, it’s great. It’s wonderful.

Pete Mockaitis
Super. Well, tell us, since February, what sorts of things have bubbled up? Any new insights or twists or nuances or finer points of super communicating to share?

Charles Duhigg
Yeah, I think one of the things that I’ve heard from readers, in particular, and I don’t think this will come as a shock to anyone, that we are living through this time that feels very polarized, right? It feels like it’s very hard to connect with people who hold different opinions from us. It feels very hard to go online and see people saying things about our side, or other people saying things about their side, and it can feel kind of toxic.

And so, as a result, we often shy away from having hard conversations. But the thing that’s important to remember is that hard conversations, they, A, don’t have to be that hard and, B, they are the thing that make us human, right? Nobody wants to be in a fight with their neighbor, particularly over the lawn signs that you have in front of your homes. We want to get along with our neighbor. We want to be able to talk about the weather or talk about the local school or the local sports team.

Equally, if you think about those times in our nation’s history that we’re proudest of, they’re usually moments when we have disagreed with each other, but we’ve managed to disagree with each other respectfully. If you think about World War Two, people were very divided over World War Two. If you think back to the founding of the country, the Constitutional Convention, it was basically a group of people who all hated each other, getting together for months at a time to argue and fight and then write a constitution together.

The thing that makes us unique, the things that makes us American, is our ability to live with each other even when we don’t agree about everything all the time. And what I’ve heard from people is that they want to get back to that. And so that’s one of the reasons I wrote the book is to give us the tools to do so.

Pete Mockaitis
Certainly. Well, I’d love to, if you could share with us a story of some folks who were able to get back to that by applying some of the perspectives from Supercommunicators.

Charles Duhigg

Yeah. So, in the book, we tell the story of this guns experiment, where there were people who were big gun advocates, they believed that the Second Amendment was the most important thing, and people who are gun right, or gun control activists, many of whom had been involved in shootings themselves or had children who had been at schools where shootings had taken place. And these were communities that knew each other, right? They yelled at each other over protest lines. They testified against each other in legislative hearings.

And so, this group decided, “Look, we want to try and bring these people together.” And the goal here is not to get them to agree with each other. The goal is for them to manage to have a conversation where both people walk away from it, saying, “I’m really glad I had that discussion.”

And what they found is that one of the keys to that was not only listening to each other, but proving that we’re listening to each other. They taught them this technique known as looping for understanding, that I think we mentioned last time. And looping for understanding has these three steps. Step one is that you ask a question.

Step two is that, when somebody has replied to that question, you tell them what you heard in your own words. And the goal here is not mimicry. The goal is to show them, to prove to them, that you’re listening to what they’re saying, you’re paying attention, and you’re thinking about it, you’re making connections.

And then step three, and this is the step I always forget, is to ask if you got it right, “Did I hear you correctly?” Because what we’re actually doing when we ask if we got it right, is we’re asking for their permission to acknowledge that we were listening. And here’s what happened in this guns conversation when they did that.

People did not convince each other that, “They were wrong and I’m right.“ People did not change each other’s minds in huge ways. But when they proved that they were listening to each other, the first thing is they actually listened more closely. If your job is that I need to repeat back to you what you’re telling me in my own words, I really have to pay attention to what you’re saying, instead of coming up with counter arguments in my head, instead of going off on tangents on what I want to say next.

But secondly, it feels really good to be listened to. In fact, it feels so good that there’s an instinct in our brain – social reciprocity – that if I believe you are listening to me, I become much more likely to listen to you in response. And so, people actually had conversations. And people who are gun rights advocates would say, “Guns are important to me because it’s how I learned to bond with my dad. We went hunting together.”

And people who were gun control activists would say things like, “You know, I totally understand that. But when I send my kids to school, I’m scared for their safety.” All of those are emotions and experiences everyone is familiar with. And understanding where the other person comes from, it doesn’t mean that we’re not going to stand up for our own point of view, it doesn’t mean that we might still disagree on what path to take forward, but it does mean we understand each other and we feel connected to each other. And that’s what matters.

Pete Mockaitis
That’s beautiful. And I really did enjoy that looping piece because, you know, there’s many potential frameworks for listening, and that is among the simplest. And I think you nailed that point just right there in terms of it takes a substantial amount of mental effort to pull that off. And just knowing that you’re being put to the test, it’s like I think we just naturally want to rise to the challenge and not fail and look like we screwed up.

Charles Duhigg
Right. Yeah. I think when we set expectations for ourselves, there’s this thing known as meta communication, which tends to help conversations a lot. When I go into a conversation, I say, “Look, I wanted to talk to you because I’m hoping we can figure out where we’re going to go on vacation next year.”

I’m engaging in meta conversation. I’m telling you what I want, my intent for this conversation, my goal for this conversation. I might ask you, “Is that okay? Can we set a plan for next year? Like, what is it that you hope that we sort of accomplish here?”

When we engage in meta conversation, what we’re doing is we’re making that conversation clear. And the best communicators, super communicators, consistent super communicators, they tend to engage in meta conversation all the time. They sort of say, like, “Hey, the reason I was calling you was because…” or, “You know, you asked this question, and it made me wonder what you think about this topic. And so, I really wanted to ask you about this topic,” right?

Those kinds of meta conversations, what they do is they help us orient ourselves within the conversation. They’re what’s known as a quiet negotiation over what this conversation is going to be, how it’s going to unfold. And that tends to make those conversations much, much better.

Pete Mockaitis
And if we could have maybe a two-minute recap of, I think, one of one of your biggest most powerful ideas there was to clearly understand, “Hey, what kind of conversation are we in right now? Is it a practical one versus emotional versus social?” Can you review that bit for us in just about a minute or two?

Charles Duhigg
Yeah, absolutely. So, what neuroscientists told us is that when we’re in a discussion, we think we know what that discussion is about, “We’re talking about next year’s vacation plans.” But actually, we’re oftentimes having multiple different kinds of conversations all in one discussion. And, in general, as you noted, these conversations, they tend to fall into one of three buckets.

There’s these practical conversations where we’re making plans together or solving problems. But then there’s also emotional conversations where I tell you what I’m feeling, and I don’t want you to solve my feelings. I want you to empathize with me. And then there’s social conversations, which is about how we relate to each other and how we relate to society, the identities that are important to us.

And what researchers have found is that all three of these kinds of conversations, they’re all equally legitimate, right? And, in fact, in a discussion, you’ll probably have more than one kind of conversation. You might go from emotional to practical and back to emotional again, and then social. But what’s important is that if you and I aren’t having the same kind of conversation at the same moment, it’s very, very hard for us to hear each other.

Even if I can make out the words you’re using, I can’t fully absorb them. And more importantly, we will not feel connected to each other. So, this has given rise to what’s known as the matching principle, which is this principle in psychology that says successful communication requires having the same kind of conversation at the same time.

So, part of my job in a conversation is to diagnose, “What kind of conversation are you having right now?” And also, to invite you to join me and match me in the kind of conversation I want to have. When we can match each other, we become aligned, and then we can move from different conversation type to type together in a way that feels really meaningful.

Pete Mockaitis
And that metacommunication is so handy because that just makes it super easy and clear, it’s like, “Oh, okay, this is what we’re doing right now. Okay, got it.”

Charles Duhigg
Exactly. When I come home and my wife tells me about, you know, that she feels bad about something and I try to solve her problems, so she’s in an emotional mindset and I’m in a practical mindset, and she says, “Hey, I don’t need you to solve this for me. I just need you to like listen to me and help me feel better.”

She’s engaging in meta conversation. What she’s doing is she’s telling me, “Can you join me in an emotional conversation?” And then later on, we can move to a practical together, “But let’s match over this emotional conversation.” That kind of meta conversation tells us where we are. It orients us in a really helpful way.

Pete Mockaitis
Super. Well, now when you emailed me, saying, “Hey, we’re in paperback. Let’s chat again,” you brought up a specific juicy issue, which I thought would be fun to dig into, the notion of, if there’s a person who just isn’t having it with regard to collaboration. They’re kind of checked out or they’re just saying, flat out no, or they agree, but then there’s really kind of no movement on the stuff once you’re trying to get into it. Tell us, what are your pro tips in dealing with this situation?

Charles Duhigg
So, I think in a situation like that, when there’s kind of a first thing to figure out, “Does this person actually want to interact with you?” So, there are times that we walk into situations and the other person says, “You are my enemy. My goal is to thwart you,” and it’s very hard to co-opt to that person. But that’s very, very infrequent. It doesn’t happen very much.

What often happens more frequently is that we walk into a situation and we think that someone is trying to thwart us, or we think that they don’t want to communicate with us, and it’s because we haven’t figured out what’s going on inside their head yet.

So, in that situation where we walk in and we bring up an idea at a meeting, and every time we bring up an idea, Jim says, “Oh, that’s a terrible idea. Like, we can’t do that. This is all the reasons why it can’t work.” At that moment, what we should do is we should ask them a question. We should particularly ask them a deep question. And a deep question is something that asks about our values or beliefs or our experiences.

And that can sound kind of intimidating, but, in this case, it would be as simple as saying to Jim, instead of saying, “Why won’t that plan work?” saying, “Jim, I’m wondering, it seems like you can see a lot of obstacles, and I’m wondering what’s the ultimate goal for you? Like, what do you feel like we should ultimately be achieving because I want to get aligned with that.”

Okay, that’s a deep question. It’s pretty easy to ask question, but it’s a deep question because it’s asking them, “What do you want? Like, what do you value in this situation?” And if Jim says something like, “Look, I definitely want to, like, you know, I definitely want to have, like, a party for our suppliers, but I don’t want to spend too much money. And every idea you’re bringing up seems like it’s really expensive. And I don’t think there’s going to be any return on investment there.”

Now we know what Jim wants. Jim wants to do things that are economical. He doesn’t mind our goal. He doesn’t mind having a party for our suppliers, but he doesn’t want to spend a ton of money on it. Now we know how to craft. And, in fact, matching him would be perfect. You could do this looping for understanding.

You could say, “What I hear you saying is that you have nothing against us throwing this party. You just don’t want it to break the bank. Okay, so let’s talk about, like, what’s a budget for this event that would work for all of us? And how do we plan the event within that budget?”

Oftentimes, when we see someone as being obstinate, and we see them as being a naysayer or someone who just reflectively says no, or doesn’t cooperate with us, it’s because we haven’t taken the time to ask them what they want out of this conversation or this meeting or this or this project.

They’re at the meeting. They’ve made time in their schedule to come and show up. They want something, so let’s ask them what it is. And they might not even be completely aware of what they want themselves. And so, when we ask them, it helps them clarify for themselves what they object to and what they don’t.

Pete Mockaitis
You know, this example is resonating with me a lot, Charles, because, I remember, after my wife and I moved into a new home and she wanted a number of things done. And so, I got a little bit spooked when, once one thing was done, she said, “Oh, well, now that that color doesn’t match very well.” So, she also wanted to get this painted. And then, “If we’re going to do this, we’re going to do that,” I was like, I became very, very apprehensive because I thought, “Oh, dear, if one renovation leads to another one that was not previously planned upon, this is a road to bankruptcy.”

Charles Duhigg
Yeah. Right.

Pete Mockaitis
And so, I was having some feelings there. We had an emotional conversation at that point. And she’s like, “Well, I mean, we never really established a budget. You said just don’t spend all the money.” And so, I was like, “Well, I don’t know. I mean, I guess I was thinking, you know, every money is movable. But I mean, if we would go past, you know, X dollars, you know, we’re going to have to start, you know, making some sacrifices elsewhere that doesn’t really feel that worth it.”

And she’s like, “Oh, okay. Well, that’s actually very helpful. I can work with X dollars.” It’s like, “Oh, okay.” And then later, when she brought up a new thing in the kitchen, which was totally not on the original list, I was like, “Well, I mean, if you think we can keep it within X dollars, I mean, sure, have at it.”

Charles Duhigg
Yeah. And what I love about that example is that, oftentimes, conversations about money, we think that they’re practical conversations, but they often start as emotional conversations. They start as someone saying, “I don’t understand why you’re saying no to me because, before you told me I should spend what I need to spend, and it feels like you’re blaming me for doing what you asked me to do.”

And the other person is saying, “I don’t understand why you’re spending so much. I’m really kind of, like, panicked about how much we’re spending. Like, how are we going to afford all of this?” And it’s not until we acknowledge those emotions that we can move on to the practical conversation. And it’s not until we acknowledge, to say, “Look I’m not blaming you for this. I should have been clear previously, and I’m sorry for doing that. And let me tell you what I’m anxious about.”

And the other person is saying, “I understand completely. I misunderstood you. I see why you’re anxious. That makes a ton of sense.” Now we’ve matched on this emotional conversation and it’s off the table. And then we can move into a genuinely practical conversation, which most money conversations want to be, because, ultimately, we’re trying to figure out, “How much should we spend? Where should we spend it?’

And it sounds like you and your wife did that very elegantly, without necessarily even having to call it out. But oftentimes, when we do call it out, it helps a lot. That’s the meta conversation. When we say, “Look, I understand that we have some feelings about this. Let’s discuss our feelings. And then we can talk about a plan.” It’s, oftentimes, going to make it easier to get to that point of resolution.

Pete Mockaitis
And I like what you had to say about zeroing in on the goal and connecting that to what you said previously. Yes, just about never has anyone said to me, “My goal is to thwart you.” And if they did, I would find it refreshing, it’s like, “Oh, okay.”

Charles Duhigg
Right. “Now I know. Now I know where everyone stands.” Right.

Pete Mockaitis
“Well, it’s game on. We’re having a full-on debate. Let’s see what we can do.”

Charles Duhigg
But the truth of the matter is, if their only goal is to thwart you, then they’re probably not showing up for the meeting in the first place, right? Like, there’s no fun in just going in and kicking your coworkers around. If they’re in that meeting, it’s probably not because they hate you and they see you as their enemy. It’s probably because they have a different priority than you have, but those priorities can become aligned once you actually know what each person wants.

Pete Mockaitis
And I love that a lot because it can feel as though their goal is to thwart you because, from your perspective, that’s what you’re seeing again and again and again.

Charles Duhigg
That’s exactly right.

Pete Mockaitis
It’s like, “Okay, roadblock, roadblock, roadblock, roadblock. Oh, my gosh, this guy just has it in for me.” But, I think, for the most part, we don’t care that much about other people’s being thwarted so much as we just care about our own interests and goals and values.

Charles Duhigg
Yeah, and that’s totally natural. And, you know, there’s this thing in psychology called perspective-getting, or perspective-taking, that they say, “You know, before you have a conversation with someone, you should try and put yourself in their shoes and see the world through their eyes.” The problem with that is it turns out we’re really bad at it. Like, if you tell, you know, a soldier, “Put yourself in the shoes of the enemy,” they actually have a difficult time doing it.

So, perspective taking is, it’s really, really hard. We can’t put ourselves in the shoes of people who are really dissimilar from us. But there’s another approach, which is called perspective-getting where I just ask you, “What is your perspective?” Like, I ask you, “It seems like we disagree on this thing. Can you explain to me your perspective so that I understand it fully?” Perspective-getting is always better than perspective-taking because it’s just much more reliable.

Pete Mockaitis
Yeah, certainly. This brings me back to consulting days, it’s, like, “We could try to answer a question by doing all kinds of elaborate statistical modeling, or we could just ask the customer, ‘Hey, what is it that you want?’”

Charles Duhigg
That’s exactly right. And we shy away from asking the customer because we don’t want to feel like, we don’t want to admit to them that there’s things we don’t know. But actually, anyone who’s been in that situation, as the customer knows, when your supplier comes to you or your consultant comes to you, and they say, “Hey, I want to be the best supplier consultant possible. I have some questions. I don’t totally understand what you want.” We love being asked that question. It’s a sign of intelligence to ask that question, not a sign of weakness.

Pete Mockaitis
Well, I want to hear, you also mentioned that there’s some surprising neuroscience behind why this stuff is difficult. Can you expand on that?

Charles Duhigg
Yeah. So, when we’re in a conversation with someone, there’s these changes that occur in our brain and body, even in this conversation. Without us realizing it, our heartrates have started to match each other. Our breath patterns have started to match each other. Even the dilation of the pupils of our eyes are becoming more and more similar. And if we could see inside our brains, what we’d see is that my thought patterns and your thought patterns are becoming more and more aligned.

Within neurosciences, this is known as neural entrainment. And it makes sense when you think about it, because if I describe, you know, an experience that made me sad, you actually experience sadness a little bit. Or, if I tell you about an idea, you experience the excitement of that idea a tiny bit. It makes sense to us that our bodies and our brains would become more aligned as we converse.

What we’ve learned, though, is that the whole point of communication is to achieve this entrainment. The reason we communicate with each other is not necessarily just to share information. And if you think about how many conversations you have where information isn’t the point, you’ll see that this is true.

The reason we converse with each other and communicate is so that we can feel connected to each other, because that pro-sociality, from an evolutionary perspective, has been enormously important and helpful in helping our species survive.

So, when we’re in a conversation with someone and we feel disconnected from them, when they bring up an idea that we disagree with and we immediately tell them why that idea is wrong, when we focus on the disconnection, it breaks up that entrainment. We’re in a much better situation if we start by saying, “Look, we disagree about who to vote for, but here’s the things that I think we have in common.”

“We both want our kids to grow up in a safe country. We both want the economy to be strong. We both want there to be safe and stable jobs. Now, tell me why you think your guy is the right choice for that. And I’ll tell you why I think my guy is the right choice. And we might not convince each other, but I just want to understand how you see the world, and I want to talk in a way that you can understand how I see the world.”

If we do that, the conversation is a huge success. Even if we walk away voting for different people, the conversation has been a success because the point of conversation is to connect with the other person. It is not to convince them that, “I’m right and you’re wrong,” or, “I’m smart and you’re dumb,” or, “I’m funny,” or, “You should like me.”

The whole point of a conversation is simply to connect. And when we do that, we make something magical happen.

Pete Mockaitis
And, Charles, boy, another thing I love about that is we’re connecting and we feel more connected as a result of having that conversation. And even though neither side has been won over or converted to the other, I think a beautiful transformation has occurred in that, subsequently, we will view the other side differently, more favorably, more kindly, more understandably, and less like enemy.

Charles Duhigg
Right. That’s exactly right. Or, usually, what happens is, when I ask you to explain your side, what you do is you answer in a way that’s easy for me to identify with the underlying issues right, “I want to vote for my guy for president because I think he’s going to make us safest.” I know what it’s like to crave safety. I know what it’s like to feel like we’re at risk. I know what it’s like to, and so I can say that.

I can say, like, “I totally understand. Like, I know what it’s like to worry that all your jobs are being moved overseas, and you just want someone to stand up for you. Now, here’s the reason I’m going to vote for someone different is because I think that they can do that same thing, and I think they can do it in a better way.”

But what I’m doing at that point is I’m saying, “Look, the values that you’re sharing with me, the beliefs or the experiences, they are valid. They are exceptionally valid, and I hear you saying them. That doesn’t mean that we have to agree on everything but we do agree that these are valid questions or issues. These are valid beliefs. These are valid worries and anxieties.” And simply knowing that somebody else agrees with you about an anxiety being a real anxiety, that’s meaningful.

But think of how frequently we’re in a conversation, and someone says, “Well, you know, I’m worried, if I let my kid drive to prom, I’m worried they’re going to get into an accident.” You say, “Oh, you shouldn’t worry about that. That’s totally fine. Like, most kids are really safe on the road.” Our goal, our intention was to put the other person at ease, but what we’ve done is we basically invalidated their anxiety. We’ve said, “Your anxiety is something that’s not real and shouldn’t be voiced.” That doesn’t help.

Pete Mockaitis
Well, while we’re in this example, Charles, lay it on us, what would be a superior response to that same prompt about worrying about their kid driving to prom?

Charles Duhigg
Yeah, I think the way to say it, it would be to say, “You know, I completely understand. Like, I worry about my kids driving all the time. And one of the things I’ve done is I’ve gone and I’ve looked at the statistics to see, like, to just try and help calm myself down. And, actually, when I looked at the statistics, I saw it, like, actually the rate of incidence of accidents is much lower than I thought it was going to be.”

“Like, did you know that there’s a higher likelihood that your kid will get hurt riding their bike than riding in a car? That was kind of shocking to me. So, I totally hear what you’re saying. But I guess the place where I’m coming out is that this is a risk, but it’s it seems like it’s a small risk. And I’m just wondering, knowing that, does that make you feel differently about it?”

And now I’m inviting you to either to speak your piece. I’m not telling you, “This is the right way to think, that you should you should agree with me.” What I’m saying is, “Here’s how I think about this. Like, tell me. I want to invite you to tell me what you think of that.”

Pete Mockaitis
I love it. Well, Charles, I’d love to get your take, in the seven-ish months since we spoke, what’s been one of your favorite stories of seeing a transformation facilitated by super communication?

Charles Duhigg
Yeah. So, I get a lot of letters from readers, which is really, really nice. And my favorite ones have been people who talk about a family break that they’ve managed to overcome, “I haven’t talked to my brother in three years because we disagree about this thing. But I called him up and I decided, instead of telling him why I’m right and he’s wrong, all I’m going to do is ask him questions and prove to him that I’m listening.”

And they find after about 15 minutes, it’s as if the relationship has been like suddenly renewed. And, actually, their brother starts doing the same thing. Because of the social reciprocity, when somebody is really listening closely to us, we end up listening closely to them. And so, the brother starts asking questions, and the brother starts listening closely. And, suddenly, you have this positive relationship.

I think I’ve also gotten letters from people at work who say the same thing, “You know, there’s this one employee I could not stand. Like, they just drove me crazy. I didn’t like them. I didn’t like their approach to work. And then I went to work and what I did was I asked them to explain why they use this approach. Not in a judgmental way, I didn’t say, ‘Why do you do it the stupidest way possible?’”

“What I said was, ‘Hey, look, I do expenses differently than you do expenses, but, clearly, the way you do it works for you, and I think you’ve probably figured something out. Can you share with me what you figured out?’” And as soon as they share with us, as soon as we’re on the same side of the table, all of a sudden, that behavior becomes much less annoying.

When I know why you’re doing the thing that annoys me, suddenly, I’m not annoyed anymore. The same way that, like, when you’re on an airplane and someone’s making a lot of noise behind you, and you turn around and you introduce yourself and, suddenly, they’re a real person, their noise suddenly stops being noise and it starts being just background.

So, those are the letters that have touched me the most, are people who say, “Look, I’ve been able to use one of these tactics, these tools, these skills that you give us, and it’s changed my conversation.”

Pete Mockaitis
I like that particular flavor of this a lot because, even that exact script, “And obviously this is working well for you so I’d like to understand how you do that,” it feels really good because, in a way, if you have devised a methodology that works for you and you’re vibing with, it’s kind of fun to be able to share that with someone, because just about no one asks or cares.

It was like, “Let me explain how I turned Evernote into my GTD cockpit,” getting things done. It’s like, yeah, no one really cares usually, but if someone opens up the floor, the stage for that, that that’s really great, it’s like, “Hey, tell me about your reps and sets and exercise routine.” It’s like, “Oh, good. I spend a lot of time thinking about this, but I know nobody cares. And now you’re offering this up for me.” It feels quite delightful.

Charles Duhigg
Yeah, no, it does. It does. It feels like we’re really making a connection to that person, right? And it actually releases neurotransmitters that make us feel good, like dopamine and endorphins and endocannabinoids. Our brains have evolved. If you think about it, communication is our superpower. It’s the thing that sets our species apart.

And so, our brains have evolved to be really, really good at communication, to crave communication. And when we connect with someone, when we communicate with them well, even if we don’t agree with them, we feel good. And that good feeling is at the core of pro-sociality.

And pro-sociality is what’s allowed us as a species to build families and then villages and towns and cities and countries, and to work together to build aircraft carriers or video game consoles. Connecting with other people is really, really important. It is the thing that has propelled us to success.

Pete Mockaitis
Lovely. Well, Charles, tell me, before we hear about some of your favorite things, any pro tips, nuances, do’s and don’ts that have materialized as you’ve seen this art be practiced more and more in the wild?

Charles Duhigg
I think there’s two things. The first is I would challenge everyone listening to ask someone a deep question today. And that question could be as simple as, “Oh, you live in the Heights. What do you like about the Heights? Like, why did you decide to move up there?”

That’s a deep question. It invites someone to tell us, tell me about who they are, about their values, about what they value in a neighborhood. So, I would challenge everyone to ask one deep question today because I think what you’ll find is it’s a lot easier than you think it is. And it’s a lot more rewarding than you anticipate.

And then the second thing is that, I think that as we’re moving through the world, we tend to shy away from conversations that we think are going to be tough. We get in the Uber and we don’t want to talk to the driver because we’re worried that they’re just going to go on and on about like some crazy thing, and so we just bury ourselves in our phone.

But what study after study finds is that, if you take a moment to talk to the Uber driver, you actually kind of enjoy the conversation. And that doesn’t mean you have to talk the entire drive. It doesn’t mean you have to have this, like, awkward long silences. You can say like, “Oh, you know, I got to check my email now.”

But just connecting with someone tends to make us feel good. And, particularly for the people who we think that we’re going to have a tough time having a conversation with, if we engage in that conversation, we tend to find it goes much, much better than we anticipated, and we feel much better afterwards. We feel more relieved. We feel happier. We feel like we’ve done something meaningful.

Pete Mockaitis
And what’s really great is that those conversations are often, in my experience, very useful for just sort of the creative ideation life.

Charles Duhigg
Absolutely.

Pete Mockaitis
It’s like, “Oh, I don’t normally get to have this kind of conversation with…” because, in a way, it’s kind of free, right, and it’s someone who’s completely outside your day-to-day social circle. So, as a result, you’re getting very fresh input, like, “Huh, it never occurred to me how it must really suck to have spent the money to get an Uber black, and then to not actually be able to reap the benefits of it.”

This was a recent Uber conversation I had, it’s like, “Huh, that’s a tough spot. I wonder if there are other, other opportunities that people might be seeking or wanting and they find lacking?”

Charles Duhigg
Absolutely. And it’s interesting because, sometimes, I ask Uber drivers, like, “What’s the worst part of your job?” And, inevitably, what they say is it’s not sitting all day long, it’s not, like, “I don’t know how much money I’m going to make.” What they say is, “I can spend the entire day not talking to anyone,” because that feels lonely.

And so, that doesn’t mean you have to have a 20-minute conversation, but even a three- or four-minute conversation is something that you’re improving someone else’s day. And you know what? They’re probably going to say something interesting. They’re probably improving your day. It’s a very easy thing to do and it makes a huge difference.

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

Charles Duhigg
There’s a quote from William James, where he talks about how our thoughts are like water that move across stone. And as water moves across stone, it grooves these lines. Water is insignificant compared to stone. But over time and over repetition, it grooves these lines. It manages to carve the stone.

And the habits that we have, the small daily decisions we make again and again and again, they’re like water. Like, it doesn’t matter what I have for lunch today, but what does matter is what I have for lunch every day. If I eat something unhealthy every day, then that’s going to have real serious impacts on my happiness and my health and my success.

And so, I think a lot about this metaphor that we tend to focus on the big choices that confront us, but those small daily choices, that’s like the water. We’re grooving the lines in our brain through our habits. And the more that we do that deliberately, rather than accidentally, the more successful we’re going to be.

Pete Mockaitis
Beautiful. And can you share a favorite study or experiment or bit of research?

Charles Duhigg
Sure. I mean, one of my favorite studies comes from Granovetter. It’s about loose ties and strong ties. So, this guy, this is decades ago, he wanted to figure out like how most people found their jobs. And so, he asked them, “How did you find your job?” And what people said, is that they said, “Oh, I found it through a friend.” And that totally made sense to him.

And he figured, “Oh, your best friend, you call him up, and they’ll do you a favor and do you a solid and help you get hired in a new place.” But it turns out that’s not what happened at all. Close friends, would have known as strong ties, they don’t tend to be very helpful at helping us find a new job because we’re so tight with them that, if a job comes up, we’re already aware of it. Like, we’re reading the same magazines, we’re going to the same parties. They don’t really know anything that we don’t know.

It’s the loose ties, the friends of a friend, the friend that we haven’t talked to in three or four years, the person who is kind of at an arm’s length, they’re the ones who helped people the most find new jobs because they would say, “Oh, I’m so glad you called. I know it’s been a couple of years since we talked, but this position came up in my company the other day, and I thought you were perfect for it. It probably hasn’t come across your radar because, like, why would you know anything about my company, right?” That’s how people tend to find new jobs.

And what it reifies for me is that, all of us have people in our lives that we’re only infrequently in contact with, but that we really like. We just fall out of touch because life gets busy and hard, and it seems kind of awkward to call them after three or four years and have that conversation. Because we know, at the beginning of the conversation, we’ve forgotten their wife’s name, and we’re going to be like, “What’s your wife’s name again?”

Pete Mockaitis
“How many kids do you have?”

Charles Duhigg
Yeah, exactly, it’s going to be kind of awkward. But the thing that we found is, if you call that person up and you say, “Hey, do you have like 20 minutes to catch up?” and then you say, “I totally apologize. I’ve forgotten your wife’s name. Will you remind me what it is?” that usually takes like 30 seconds, and then the rest of the conversation is great, and everyone is so much happier afterwards that they had that conversation.

So, having these good conversations, being connected to other people, we know that it makes you healthier, right? The surgeon general said that being lonely is equivalent of smoking 15 cigarettes a day, which is a lot of cigarettes. It makes us healthier to be connected to other people. It also makes us more successful because we tend to learn about opportunities that we wouldn’t know about, otherwise.

Pete Mockaitis
And, Charles, you are a habits guy, can you share with us a favorite habit?

Charles Duhigg
Yeah, and this is a little cliched, but the truth of the matter is, exercise is this habit that pays enormous dividends, and it doesn’t have to be a lot of exercise. Literally, if you go for a 15-minute walk every afternoon or evening, the measurable impact it has on your life is significant. And if you can get to a place where you’re building muscle or where you’re exercising a little bit more, it’s even greater.

But that habit, just committing to doing a little bit of more physical movement every single day, it can change everything.

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

Charles Duhigg
Yeah, so you can find me online at CharlesDuhigg.com, D-U-H-I-G-G. I also have a newsletter on Substack called “The Science of Better.” And you can find that by searching for “The Science of Better,” or for searching for Charles Duhigg, or just Googling “The Power of Habit” or “Supercommunicators.” All of it will come up. And I’d love to hear from people.

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

Charles Duhigg
Here’s the challenge that I would issue at your job. Sometime in the next week, ask your boss a deep question. And it feels like it’s going to be one of those things where you’re like, beforehand, you’re kind of nervous about it. But just ask them, “Hey, you know, I was just wondering. Like, why did you end up working at this company?” or, “What do you like about this job?” or, “What’s your favorite part of each week?” I promise you that they will say something that seems enlightening to you and that you will feel closer to each other afterwards.

Pete Mockaitis
Beautiful. Charles, thanks again.

Charles Duhigg
Thanks for having me.

1094: How to Make Any Team Great with Steven Gaffney

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Steven Gaffney shares actionable insights from his latest study on the behaviors, mindsets, and practices of consistently high achieving teams.

You’ll Learn

  1. The critical question that fosters accountability
  2. How to build the courage to say the unsaid
  3. The simple trick to reduce team distractions

About Steven

Steven Gaffney is CEO of the Steven Gaffney Company. He is a leading expert on creating Consistently High Achieving Teams (CHAT). With 30 years of experience working with top leaders and executive teams from Fortune 500 companies, associations, and government agencies, he is an authority on issues from team achievement and thriving cultures to leading change and daily innovation. He is the author of Unconditional Power: Thriving in Any Situation, No Matter How Frustrating, Complex, or Unpredictable.

Resources Mentioned

Thank you, Sponsors!

Steven Gaffney Transcript

Pete Mockaitis
Steven, welcome back!

Steven Gaffney
Thanks for having me.

Pete Mockaitis
Certainly. Well, it’s been almost three years since we last had you on the show. Could you share with us any super fascinating learnings, discoveries you’ve made in this meantime?

Steven Gaffney
We have a new study that just came out and it provides a lot of interesting stats, and I’ll just mention one. Sixty-nine percent of people report that being in the office is more productive than remote. It doesn’t mean that we shouldn’t ever work remotely, but it’s really insightful that that’s what the study reveals.

We also have around distractions and all kinds of stuff, which we can delve into. And our newest thing that we’ve just come out with over this past year is we’ve taken all of our content and now it’s online and interactive through AI, and it’s really the only system out there that builds effective teams for any level out there. So, a lot of organizations are now using it, so a lot of great stuff.

Pete Mockaitis
Well, that is nifty. Okay. Well, so in your study, the National Study on Consistently High-Achieving Teams, or CHAT, which is funny because the word chat feels so relaxed, and high-achieving sounds so hardcore, like the Navy SEALs.

So, tell us, so that’s an interesting stat right there, 69% of people find they’re more productive in the office, which is, well, that’s already intriguing because, I guess, 31% think just the opposite. So, if you force everyone to come to the office all the time, a good chunk of people are like, “Hey, actually, I’m doing worse here.”

Steven Gaffney
Well, it’s tricky, right? And I’m not saying again that people should not be working remotely ever or that hybrid is not effective. That’s not what I mean. But here’s what I do mean. There’s nothing ever going to take the place of being in the presence of another human being. There just isn’t, right? Do you remember with COVID, people said, “Oh, it’s going to change all kinds of behaviors”? It has changed some behaviors, but it’s like how people are social and whatnot.

And then now you see restaurants crowded, people traveling, a lot of things have obviously come back and this is not about COVID. It is about humanity and how we connect with each other. So, in business, when you’re having a critical meeting, is it worth bringing everybody together? Absolutely. Does it mean you should delay it for months to make that happen? No, I’m not saying that at all. What I am saying again, is it’s so important at times to make sure that we’re in the presence of another human being.

Pete Mockaitis
Well, while we’re there, can you share what are kind of the key factors that really make something ideal for in-person?

Steven Gaffney
Well, if you think about it, like a strategy meeting. Again, let’s take that for a moment. Could you do a strategic meeting over Zoom? Absolutely. Did we do many meetings and virtual training and still do that? Yes. But if it’s going to take, and where it’s a critical meeting, let’s say on a strategy, bring it together because here’s the reason why. When you call a break, people are going to talk to each other on the side. What are they going to do virtually? Call each other? Well, that could be the case.

But you run into people, you have outside conversations, you go to dinner, which produces another kind of social connection. There’s all kinds of benefits in bringing people together. So, again, we can go down this path, but all the work we do is around consistently high-achieving teams, it is about producing results. So, what’s going to produce the most effective results, and that’s how to make the decision.

Pete Mockaitis
Makes good sense. Now you’ve got seven key discoveries. And I know that’s a lot of key discoveries, but could you perhaps give us the one- or two-sentence version of the seven discoveries? We’ll have an overview and then we’ll dig into a few.

Steven Gaffney
So, we can go through many. But let me just give you one that’s really interesting. Thirty-nine percent of people reported that there’s little to no accountability in their teamwork. Now think about that. We all know accountability is critical, doing what you say and holding others accountable.

But if 39% of people are, essentially, saying it’s not existing in the team, that produces a great possibility to increase productivity by increasing accountability. And this is not about, you know, nagging at people. It’s about holding people accountable. In fact, let me give the listeners something really interesting to consider.

Medium-achieving teams are accountable to their boss or leaders, but great teams, consistently high-achieving teams, are accountable to each other, whether or not the boss or the leader is around. In fact, one of my clients, the whole focus is, the organization is doing pretty well, but it’s a lot leader-dependent. And so, our work came in there, and we can talk about how we did it.

But it’s, essentially, “How do you get everybody to interact so that, if the leader is on vacation or off to other meetings, the team runs as effectively as if they’re there?” I’m not saying leadership is not important. But I’m saying accountability is critically important.

Pete Mockaitis
That makes sense. Just so we’re super clear on what we mean by accountability, could you paint a picture for what it looks like in a team where there is little to no accountability, that 39%? So, let’s say, someone asks a colleague, “Oh, could you send me the numbers on the call center or performance last quarter?” And they say, “Sure.” And then three days later, it doesn’t happen. Like, what’s the little to no accountability view of what happens then versus the high-achieving accountability perspective?

Steven Gaffney
Well, let me just say, I wrote an article called “All-In Accountability” and they’re welcome to having that as well as the National Study. All they have to do is contact us at our website, JustBeHonest.com. But let me kind of address something that a lot of people don’t consider when we’re talking about accountability with a team – lack of honest communication.

But what I mean by honest communication is not about truth or lies, you know, people outwardly lying. The biggest problem is not what people say, it’s what they’re not saying to each other. It’s when we’ve walked in and work with a team and there’s a lot of unsaid not being said.

Like, here’s an example. Somebody’s dropping the ball, or somebody who’s only thinking about their area and not thinking about the entire team, or somebody who’s just really a jerk to deal with, difficult. Or, how about somebody who’s always complaining and never offers a solution, or somebody who’s always talking and never listens?

These are the kinds of things that we got to get the unsaid said about in a very productive way and work on resolution. That’s what I’m talking about. So, if I had to say one thing for people to focus on, it’s not what people are saying, it’s what they’re not saying to each other and the critical skillset is, “How do you get the unsaid said?”

Pete Mockaitis
Okay. So, one thing that’s left unsaid in that little scenario I put out there is like, “Hey, earlier you said that you were going to send this to me, and I don’t seem to have it.” So, it’s just the saying of it?

Steven Gaffney
Right. But here’s where it really gets interesting. When the person goes, “I’m sorry, I made a mistake. I’ll do a better job next time.” And then they keep doing the problem. So, people often will say to me, “What do I do in that situation?”

Again, you got to get the unsaid said, which is, “Hey, I want to talk to you about these missed deadlines.” “Oh, I’m sorry. I’m going to do better.” “Well, wait a minute. We’ve had that conversation before.” And then you want to say, “I’m not blaming you, but how do we work together so I can hold you accountable and you can hold me accountable?”

And here’s the critical question, “What’s going to be different as we move forward? Because I don’t want to nag you? I don’t want to pester you. How do we rely on each other and work together?” That’s the type of thing I’m talking about.

Pete Mockaitis
Okay. Well, while we’re trying to do more saying of the unsaid, are there any best or worst practices that you’d highlight?

Steven Gaffney
Sure. So, let me highlight three. First, ask the key question. Whatever the question we most want to ask and are afraid to ask, that’s really the one. Let me give you an example. I was doing a session in Philadelphia and this lady came up to me, and she said, “Look, I’m really worried about my job.” And I said, “Well, why don’t you ask your boss, your leader, the person you report to, ‘How am I doing at my job? Am I doing the job you want me to?’” And she started to get teary-eyed.

And I said, “Wait, what’s going on?” She said, “Well, I’m afraid to ask.” And I said, “Well, what’s the worst that your leader or boss could say?” And she goes, “I’m afraid he’s going to say I’m not doing a great job.” My response to her is, “When’s a good time to find that out?”

If we’re afraid that we’re not doing a great job with whoever we’re reporting to, or a customer, and even like at home, what we’re most afraid to ask is usually the question we need to ask. Because, as I often say to people, “What’s the worst-case scenario?” and then, “When would be a good time to find that out?” As soon as possible. That’s the type of thing I’m talking about.

So, asking questions would be number one. A second one is, create that emotional safety. And emotional safety is an upgrade from psychological safety. So, we hear a lot about psychological safety, but I’ve been in the workforce for over 30 years doing this type of work. And I can tell you, people can cognitively, psychologically get it’s okay to speak up, but sometimes they feel afraid.

So, we want to create that emotional safety. And one of ways to look at is people get defensive. Have you ever had somebody say to you, “Listen, you can give me any kind of feedback, please, any kind. I’m really open to it”? So, you give them constructive criticism and then they get mad. You’re like, “What’s going on here?”

And then the next time they ask you for feedback, you’re like, “I’m not going there.” So, we can actually train and condition people to lie to us by our reaction. And that happens a lot with teams. So, leaders need to, and people need to regulate when people are using an awful tone, getting defensive, because that will shut down people speaking up.

Pete Mockaitis
Certainly. And then, I suppose, in practice, this is, indeed, emotional stuff. People feel scared. People feel defensive. How do we deal with this messy human emotion stuff, Steven?

Steven Gaffney
So, the best thing is, if we’re just talking about emotions for a moment, is to embrace the emotion you feel. Carl Jung said, “What we resist persists.” And have you ever been, like, feeling down, and somebody goes, “Well, just cheer up”? Don’t you want to just look at that person and go, “That’s groundbreaking. I never thought, ‘If I’m down, all I have to do is cheer up.’”

Or how about this when you’re stressed, and somebody goes, “Don’t get stressed.” Just look at them, and go, “That’s brilliant. All I have to do is not be stressed. If I knew it, I wouldn’t do that, right?” So, part of it is embracing the emotion and giving ourself the permission that it’s okay to feel that way. And then turn to say, “What am I going to do about it?”

So, here’s an example. Let’s say you work for somebody that’s really tough, right? They say they want open-door policy, you can say to them anything, and you give them some feedback, and they get upset. Maybe the getting the unsaid said could be, and I’ve coached people to do this, is go to the person and say, “Listen, I’m worried about sometimes talking to you because I notice I bring things up and it seems like you get upset, and I don’t want to upset you.”

“So how can I best bring up things that are not always the best things to bring up?” In other words, bad news. “What can I do? Because sometimes I feel like I’m walking on eggshells. Again, I’m not blaming you. It’s just how I feel.” And so that’s what I’m talking about. So, embrace and then figure, “Okay, what am I going to do about it?” Does that help?

Pete Mockaitis
Yes. Yes, indeed. And it’s interesting, you might get all kinds of responses to that. And that could be surprising from, “Oh, well, please try to do it privately,” “Please try to give me a super specific example,“ “Please try to connect that to our results or KPIs or business objectives,” or, “Hey, yeah, I’m just hot-headed. I’m going to yell sometimes, and I’m sorry. It doesn’t mean I hate you. That’s just probably going to happen. And so, my apologies but it doesn’t mean anything bad.

And you’d be like, “Oh, okay. So, you’re telling me you might yell at me, but it’s not a big deal. Not what I was expecting, but that’s more useful than not having that context.”

Steven Gaffney
Yes. So, let me talk about this for a moment. One of the big reasons why people get defensive or upset when somebody is just bringing up some negative stuff is because they don’t offer solutions. Have you ever been around somebody who is just offering constructive criticism, but they never offer solutions? So that can be wearing on other people.

So perhaps that person might say, “Well, look, the reason why is because you just dumped a complaint in the news or bad information, which, okay, but I want to hear some solutions. We’ve got to work together,” so maybe that’s it. So, I’m not saying that’s the reason, but it could be a reason, but again, it comes back to getting the unsaid said.

I’ll give you something else to consider. A lot of people are clueless about how they come across. I know that seems weird, right? And there’s all this about emotional intelligence, but I’ve worked with a lot of people and a lot of leaders who they know they’re about coming across, it could be tough with people. They don’t know how it’s landing with people.

Another thing to consider that I found really fascinating over the years is poor performers receive poor feedback. Now, I know that sounds odd, like, “Wouldn’t poor performers get a lot of feedback that they’re not doing a great job?” But I’ve worked with a lot of people who are, turns out, are not doing well and I’m hired to work with them.

And so often, people just haven’t told them. In fact, haven’t you ever heard this? Because of all your great podcasts and doing the work you’re doing, but have you ever heard of how leaders will sometimes inherit an employee that is obviously not doing the job? And you look at their performance reviews, and they’re stellar, and it’s like, “What’s going on?”

So, then you go contacting maybe other people from the company that maybe transferred this person, and you find out the problem was there, but people didn’t want to deal with it. Again, poor performers receive poor feedback. It’s always about getting good actionable feedback.

Pete Mockaitis
Absolutely. Yeah, we had Kim Scott on the show, talking about radical candor, as well as an employment lawyer who said, “Whenever there’s a wrongful termination suit, it’s always the defense who brings up the performance reviews.”

It was like, “Well, all these reviews said they were doing great. They were meeting expectations year after year after year.” It’s like, “Oh, well, you know, they don’t.” It’s hard to say to the judge, “Well, yeah, but our performance review process is kind of bull, and we just sort of rush through the perfunctory checkboxes to get that done.”

Steven Gaffney
Well, I can also tell you something interesting, bringing up the legal aspect. A lot of leaders are worried about, “How do you give feedback so it goes well?” And often, in this day and age, where people want to litigate things and file complaints, it is challenging.

So, I’ve been brought in many situations where there might be an investigation going on. And what’s happened? Because a leader came in, wanted to change the culture, and the people that weren’t doing a great job started filing complaints. Now, sometimes they’re valid, but quite often they’re not valid. And so, again, I’m not a lawyer, so I can’t comment legal things. But what I can say is, having worked with so many people, it’s fearful to sometimes get feedback because they’re worried about the backlash.

So, we’ve developed a nine-step methodology on how to give effective feedback and have it work. If they want that, please contact us, again at our JustBeHonest.com website. They got to mention your show and we’ll send them this about how to have difficult conversations, The National Study, and there was something, oh, about “All-In Accountability.” All of that, we’ll give them. But it’s really about having really critical feedback, but a lot of times people are afraid to.

Pete Mockaitis
Okay. Understood. Well, so that’s accountability. Another key discovery was associated with distractions. Tell us about this.

Steven Gaffney
Yeah, it’s amazing. Another staggering statistic, 37% of people reported being distracted in their job and in meetings. And what’s interesting is how often people reported about just being out to lunch. They just don’t want to deal with the meeting, so they just disconnect. I mean, if have you ever watched a meeting, you’ll see how people disconnect. They’ll look at people, but they’re really not involved, or they’re actively not involved.

And what we also found out is 39% of companies don’t have a way to manage distractions. They don’t make it critically clear what’s appropriate and what’s not appropriate. So, I’ve been brought into watch meetings and seen people texting under the table, on their laptop, and I’m not talking about taking notes. I’m talking about just distractions. And the leader doesn’t even say anything.

Like, I’ll share with you an interesting story. So, some years back, I was brought in to work with this team. And the leader of the team, who’s responsible for about a billion dollars, had the head of business development in the middle of the team meeting start texting, not one phone, but he had two phones. So, it was a huge distraction and I’m observing it.

So, afterwards I said to who ended up being my client, “Why are you allowing this?” And he said, “Well, I’m just afraid to confront him because he has so many connections with our customers. I’m just afraid to really do this, that he’s going to get upset.” Again, it’s the inability to manage distractions. It’s an easy fix. You just say to people, “Look, when we’re in the meeting, no use of texting or emailing or whatever. We’re in the meeting. We’re going to get in and out of that meeting.” So, people don’t really manage distractions really well.

Pete Mockaitis
Okay. So, there’s just the decree, “This is how we do it.” And so, any other pro tips on the distractions?

Steven Gaffney
Well, it depends on what kind of distractions are going on. So, part of it is also watching group dynamics. So, for example, let’s say somebody dominates, a good leader has got to manage that accordingly. Or, how about somebody who just keeps rambling on and on and not getting to the point?

I was working with another team that was an international team and they had one leader in particular is when it was coming to share, he was saying his point but then going on and on and on. So, I pulled him aside and said, “The longer you talk, people are losing your point.”

So, he said, “What do you think I should do?” I said, “Why don’t you just say, ‘My point is,’ or, ‘We’re rambling,’ saying, ‘My point is,’ and coming back to it.” Now some of these seem to be like such easy fixes but, quite often, they are easy fixes. Again, it’s just going back to giving that person feedback. That would be another example.

Pete Mockaitis
And when you say, to that point, they’re often easy fixes and people are, often just, have no clue how they come across, this reminds me of our conversation with Dr. Tasha Eurich about how we’re less self-aware than we think for the most part. What are your top suggestions for how we can, generally, get a clue and figure out, “Oh,” so that we burst our bubbles quicker? I guess, you say just ask. But how else do we figure out what’s the stupidly simple thing I should start doing or stop doing that will just make me way better?

Steven Gaffney
Well, besides asking, what we also need to do is rewarding feedback. And it can’t be just, “Thanks for sharing.” It has to be, “What are we going to do with that information?” Have you ever had somebody ask you for feedback, you give them feedback, but they keep repeating the same problem? And after a while, you just say, “Forget it”?

Well, how about somebody in your personal life who is just having the same problem over and over again, and they’re always asking or complaining around the situation, but they don’t do anything different? We have to reward people with feedback. And one of the ways to reward the feedback is to do something with it. So that’s one thing.

So, we’ve covered asking questions, creating that emotional safety, rewarding feedback. But I’ll give you the overall thing that we really need to consider. Are we surrounding and supporting people who are willing to speak the truth? You know, really? It’s hard to do. So, are we interviewing? Are we creating situational questions when we’re interviewing people to make sure that they’re good fit and they are going to get the unsaid said?

A good question to ask somebody when you’re interviewing them is, “Tell me a time when you disagreed with your boss and how you handled it.” And they say, “Well, you know, I just gave some feedback and I just moved forward.” That’s not really the desire.

I’ll give you one of the best responses I’ve ever had when I’ve interviewed someone on this question. She said, “Well, there was a time I disagreed with my boss, so I presented something. He disagreed. So, I went back, took that feedback. I was really passionate about that idea.”

“So, I retooled that idea in light of the feedback and then came back and re-approached my boss with the newer version of that idea, and then he went forward with it.” So, what did that tell me? It told me that, when she really believes in something, she’s going to do something, but she isn’t going to be belligerent, right? But she’s going to take in the feedback and do something, and she was a fantastic assistant. That’s what I’m talking about.

So, look at how we interview, that’s another thing, but just as a whole, how we’re surrounding ourselves by people. And then are we asking questions, creating that emotional safety and rewarding that feedback?

Pete Mockaitis
All right. Well, now let’s hear a bit about your mindset discovery.

Steven Gaffney
The big thing around the mindset kind of goes back to this whole powerless distinction we talked about a couple years ago. So, have you ever noticed that when you’re in a good mood, you’re smarter? So, when we’re in a good mood, we’re just smarter. So, we identified three types of mood, or you could say mindset.

The first mindset is a powerless mood or mindset. That’s the feeling we sometimes feel when we’re defeated, resigned, you know, “What difference can I make? You know, there’s all these problems.” The second type of mood or mindset is conditionally powerful. And conditionally powerful means we recognize that we have power over the situation, but it’s conditional on other things.

That’s the kind of mindset where people say, “Well, you know, I can do that as long as you give me more money,” or, “As long as there’s more resources,” or, “As long as we have better talent,” or, “As long as there’s not that bureaucracy,” or, “As long as the market’s changed.” There’s always some condition. But the desirable mood or mindset of a great team, of great individuals is unconditionally powerful.

Unconditionally powerful means we recognize there are conditions, but we spend 100% of our time on what we’re going to do about it. I’ll give you an example. In 2009, I got diagnosed with cancer, and that was in the middle of also the big recession.

So, I was faced with a tremendous amount of headwind, and I thought to myself, “Okay, well, I have cancer,” that’s just the end story. This is now, I’m completely fine. I had cancer, but the key question is, “What was I going to do about it? Am I going to spend time on that I have cancer or going to spend time on how I’m going to respond and what am I going to do about it? We’re in the middle of the recession. I can’t change the recession, but I can look at how we’re operating our business.”

So, I took that as an opportunity to retool my entire business. Because, again, I can’t change the stimulus or what’s coming at me, but I can change how I respond. And from that year on, we’ve had our best years ever in business. It’s not because I’m that smart. It’s just because I recognize it’s foolish to spend energy on things we can’t control. Yet people do spend a lot of time on what they can’t control.

Watch how many people complain about whether it’s politics, markets, or whatever. That might be interesting dialogue, but what are you going to do about it? So that’s true about work, and it’s true about personal life. Being unconditionally powerful and focus 100% of our energy on what we can do about it.

Pete Mockaitis
Okay. Well, we’re all glad that you are well and have come out successfully there. So, let’s zoom in on cancer in terms of what does the powerless mindset sound like in response versus the unconditional power? Like, what are the things one does when one discovers that there’s cancer?

Steven Gaffney
In full disclosure, my cancer was testicular cancer, which on the spectrums of cancer is very easy to take care of. I did have an operation, went through chemo, so it’s not a piece of cake, but it’s not as, like, where other cancers are really endowed or odds are way against them and type of thing. So, I want to put that in perspective.

Having said that, I can tell you, when I first got the diagnosis, I was completely down. In fact, you know, I pride myself on being very positive. I’ll never forget the doctor said, “You have a 90% chance that this is going to work.” And I remember driving home and thinking, “There’s 10% I’m going to die.” I was focused on the 10%.

And then I had to kind of wake up and deal with the situation. So, we all have those normal reactions. But then you look at who are we around, and sometimes it’s important to have a great support structure to pick you up when you’re down and whatnot. And so, eventually, where I came out with is, “Okay, what am I going to do about this?”

So how that looked is, “Okay, I have to go through the operation, got to go through chemo. That is the way it is. But what am I going to do about this?” So, I hired some people to cover some of the things that I couldn’t get done. And then I looked around, a lot of the people around me in my life, and who are really good fits and who’s not. And why I’m saying that is, you ever notice that when you’re challenged in life, you really find out who your really great friends are?

And it’s not always that obvious, because I remember, there are certain people that I thought would definitely step up and they didn’t, and then other people I never thought would step up and they did. So, everybody wants to be along for the party, but during difficult times it’s an opportunity to really recalibrate your life.

So, those are the types of things, and I’ve developed some wonderful, wonderful friendships, changed a lot of things in my life, but again, “What am I going to do about it?” So, I want to put it in perspective of the type of cancer I have. But the principle still holds true no matter what challenge we’re going through is what are we going to do about it? That’s the key question.

Pete Mockaitis
Okay. And can you share with us, if we’re having trouble thinking of something, because you say when you feel good, you’re smarter, when we feel bad, we’re dumber, if we’re feeling pretty bad and powerless, and we’re thinking, “What can I do about this? Hmm, well, Steven, that’s the trouble. Nothing comes to mind. I guess I’m feeling dumber.” Are there some go-to’s that we can always do?

Steven Gaffney
Well, first, an interesting mindset is to remember every problem creates an opportunity. Every problem creates an opportunity. I’m not saying every problem is a good thing. People say, “Oh, you know, it’s got his way of working and stuff like that.” That’s way above my pay grade. I’m very simple. There’s a problem. There’s always going to be an opportunity.

So, there was an opportunity for me to calibrate my life and whatnot. There’s always things that I think are really important to do on the mindset. I will say this, though. Overall, we need to be vulnerable in our life and ask for help. Quite often, we’re just doing it alone in life. And this is, you know, how vulnerable are we being?

So, let’s say you’re leading a team. It could be a small team, whatever. And you don’t have all the answers. Instead of, like, being down about it, maybe it’s a great opportunity to say to the team, “Look, I know we can pull through this. I just don’t have the answers. So, let’s spend some time and brainstorm all the ideas we can come up with on how we’re going to respond to this situation.” So, in other words, lean on people.

Quite often people are suffering in silence, instead of being vulnerable and asking for help. That’s one thing or another thing you can do is be vulnerable.

Pete Mockaitis
Okay. What else?

Steven Gaffney
Well, I mean, as far as the cancer, just tough situations, well, there’s a lot of things that I put into the book, Unconditional Power, along that. But another really critical around is doing intentional disruption. So, we’ve all felt down. It could be on a, let’s put it on a more simpler basis. You get an email that brings you down, something’s disparaging, or you have a call that doesn’t go well.

If you wallow in it, it can often make it worse. I’m not saying not to embrace it, but if we wallow in it and just sit there. So, intentional disruption is a fantastic strategy, because you disrupt a pattern that is not working for you. So, what it might look like is you get up from your seat, you might go take a walk or go for a run or call a friend that makes you laugh.

Like, I have a good buddy of mine, his name is Reza Khederi. I can always call him, and no matter what state I’m in, he’ll make me laugh. He’ll always come up with some kind of joke or interesting insight. Like, I’ll give you an example. One time I was down, and he said, “Remember, even our worst days are somebody else’s best days ever.” Even our worst days are somebody’s best day ever.

In other words, really appreciate what you have. Now, again, it sounds obvious, but it’s really good to kind of reach out. And so, we build that friendship and then reach out, so intentional disruption. And there’s also mental intentional disruption, right? Instead of saying, “Why is this happening?” I could say, “What am I going to do about this? What’s it going to take for me to move forward?” Or, here’s a good question, “Can I live with it?”

Three great questions you can always ask yourself and ask other people that will always interrupt any negative pattern is, “What would you suggest? What would it take for you to agree? And can you live with it?” “What would you suggest?” is great, because if you’ve ever had somebody negative come at you and you just say, “Well, what would you suggest?”

Or, you propose something and it doesn’t go well, “Well, what would it take for you to agree?” Or sometimes you just got to ask somebody and say, “Okay, I get you’re upset. Is this a deal breaker or can you live with it?” So, interrupt your own pattern as well as others.

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

Steven Gaffney
Well, the thing I want to come back to is, whether they go to us or not, is to look at all the available online learning that is out there. So, whether it’s, well, there’s many, even we were talking about earlier. But we have a new system out, and if they mention your show, we’ll give them the first month for free. And what it is, is we have an online system that helps all leaders turn any team into a great team.

So, they can have a month of that for free, and its access to all our content. And what really makes it interesting is there’s an AI overlay. So, they don’t have to really study the system. All they have to do is ask the internal system, “I’m working through a difficult time and not collaborating well with another team,” or, “We’re lacking trust issues,” or, “We’re trying to achieve some extremely high goals. What do I do?”

The AI answers it. And then there’s videos that you can show with your team on how exactly to execute on that. So, we have a whole online system that is available to them and we’ll give them the first month for free, as long as they mention your show, of course.

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

Steven Gaffney
Albert Einstein, “There’s two ways to live your life. One is though nothing is a miracle. The other is though everything is. The choice is yours.” I love that quote.

Pete Mockaitis
All right. And a favorite book?

Steven Gaffney
Switch: How to Change Things When Change Is Hard.

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

Steven Gaffney

AI, I think, is critical, right, ChatGPT or some of the other ones that are critical. But I’ll tell you why this is so important is, and again, I know it makes mistakes and there’s a lot of things, but it really speeds up what we’re able to do.

I know that sounds obvious, but you got to embrace it and use it. And I’ll tell you how we’re hiring now is I want people to think of AI first, AI-first mentality. In other words, if you’re doing a task, could you offset, use some form of program around AI first? I want that to be the inkling first because it speeds up how we respond to our customers as well.

Pete Mockaitis
All right. And a favorite habit?

Steven Gaffney
Exercise, that’s critical.

Pete Mockaitis
Okay. And is there a key nugget you share that you’re really known for, people quote back to you often?

Steven Gaffney
“Getting the unsaid said.”

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

Steven Gaffney
They can go to our website, JustBeHonest.com. And again, if they mention the show, what do we say? So, I just want to make sure we get the study, right? So, I’m holding the study. They can get the “All-In Accountability,” and also how to have difficult conversations, as well as that whole month access to that whole online system that’ll help them with any teamwork.

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

Steven Gaffney
Appreciate. So, people are stingy with their appreciations. They just are. And part of it is obvious, “Okay, well, I’m going to appreciate my employees.” But how often do you appreciate your boss, your friends, and things like that? People are stingy. And I’ll tell you, I’ve never heard anybody leaving a job because they were appreciated too much, “Can’t stand it. Got to get out of here. Too much appreciation.”

It just doesn’t happen. So, could people do it too much? Maybe, but I just haven’t seen it. The point is, take time and appreciate the people around you.

And I don’t mean just saying thank you. Just show them something, or at least say, “Hey, look, I noticed you changed this behavior. It means a lot that you’ve changed it.” Somehow appreciate people.

Pete Mockaitis
All right. Steven, thank you.

Steven Gaffney
Thank you.

1081: How to Deal with Credit Stealers at Work with Andrew Palmer

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Andrew Palmer discusses what to do when others take credit for your ideas.

You’ll Learn

  1. Why no one benefits from credit stealing—including the stealer
  2. The unintentional ways people steal credit
  3. Why crediting others makes you more credible

About Andrew

Andrew Palmer writes the Bartleby column on the workplace, and is the host of “Boss Class”, The Economist’s limited-season podcast on management. He was formerly Britain editor, executive editor, business-affairs editor, head of the data team, Americas editor, finance editor and banking correspondent, having joined The Economist as management correspondent in February 2007.

Resources Mentioned

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Andrew Palmer Transcript

Pete Mockaitis
I’m excited to talk about credit stealing today. But first, I want to maybe zoom out and hear, you spent years working on the business section of The Economist. Can you share any wildly fascinating and surprising discoveries you’ve made over the course of your career in that unique spot about work?

Andrew Palmer
My favorite interview ever was with Bill Gates. And I think, just as a kind of mind working at hypersonic speed and sort of processing information, coming back with coherent arguments, kind of that felt like a different level. It felt like, you know how you worry that like rich people don’t deserve it? That was a reassuring interview. Like, this person was operating at a different level.

Pete Mockaitis
Okay. Well, that’s really fascinating. So, in your experience of speaking with many humans, is Bill Gates, you think, the smartest in one sense of the word that you’ve ever spoken to?

Andrew Palmer
Well, his range was really interesting because, obviously, he had the Microsoft bit to his career, and then the Gates Foundation, so that kind of ability to move from public policy to private sector, from computing to battling malaria, that was particularly impressive. So, yeah, I think he would jump out to me.

Pete Mockaitis
Well, now I’m curious, is there any actionable wisdom to be gleaned from the life and career of Bill Gates or he’s just a lucky duck with special genes and we’re all just stuck with what we got?

Andrew Palmer
There was a point where he decided to move. I think he was somewhere in, like, Colorado, Nevada, Arizona, I can’t remember, initially very early on in the history of the company.

And he’s decided to move to back to Seattle, in part so that no one could kind of poach people, so that they could sort of operate in this little hermetically sealed environment. Still a big city, but there wasn’t all of that sort of rival startups around creating noise, potentially poaching his best people. And it’s a reminder of how, like, being outside of the main centers of commerce can really be a smart strategy for a startup in particular.

And we spent a bit of time, we’re doing a podcast here called Boss Class, which is about how to be a good manager. We spent a bit of time with companies that are in small towns and have really turned that to their advantage, and Gates comes to mind.

Pete Mockaitis
So let’s talk about credit stealing. You wrote a piece in The Economist, a very catchy title, “The Behavior That Annoys Colleagues More Than Any Other,” and, apparently, that’s credit stealing.

So, I was thinking that’s striking in and of itself. I mean, we might name any number of annoying behaviors from microwaving fish in the office microwave to vocal pauses, interrupting folks, but credit stealing is the tops. Can you tell us a bit about the underlying research that supports that assertion?

Andrew Palmer
Yeah, so I wouldn’t say that this was like academic quality research. This is basically a series of surveys where, in various places around the world, that question is asked of workers. Credit stealing is kind of very consistently at the top or near it.

So, I don’t know that we need to worry too much about whether it’s the single most irritating or the second or the third, but it’s right up there. It is something that irritates the hell out of people.

Pete Mockaitis

Okay. And now, when it comes to credit stealing, can you share with us the main categories or flavors of credit stealing, because I think it’s often not super explicit? Like, you said something brilliant. I loved it and I went into someone else, and said, “I had this amazing idea. Praise me.” But that does happen too. But can you share with us kind of the main flavors or types, varieties, categories of credit stealing?

Andrew Palmer
I think, basically, they all fall into one category, Pete, which is, you know, you come up with an insight, an idea, you share it with a group, someone else then passes it off as their own. And they might do that publicly in front of you, which is particularly irritating, or they might be doing that privately, going off and saying, “Well, I’ve had this thought,” etc.

But there’s no particular sort of set of subcategories. It’s just that, like, “That was my thought, and you are the one now vocalizing it and pretending that it is yours.” That is the definition.

Pete Mockaitis
Okay. Well, so tell us, when this occurs, what’s really at stake for professionals? So, we’re irritated, but is it, “Yeah, no big deal,” we brush it off and move on and it’s all good? Or is it quite epic in terms of negative consequences for those who are victims to credit stealing?

Andrew Palmer

Well, there are two ways to think about the negative consequences. So, one would be like, is it bad for the organization that you work for? So, should your managers and bosses care about this? They may be credit stealers themselves. And then the second is like, is it good for your career? So, on the organizational front, credit stealing does seem to be bad.

And there’s a particular piece of research outside of China that looked at how people, they basically asked a bunch of employees to rate their leaders in terms of, you know, “Did they pass off your ideas as your own?” or, “Were they good at giving credit?” And then they asked those leaders to rate employees in terms of their performance.

Both groups didn’t know exactly what the other was answering, so it was all done blind. It was done in the proper way, and there is absolutely a correlation there. So, people who believe that their boss is a credit stealer are regarded by their boss as working less well. So there seems to be a performance impact from cultures of credit stealing.

And then the second transmission mechanism here is the career one. It’s difficult to know. I’m not aware of really good research on this, but self-promotion is definitely a part of making your way up the ladder. It does matter that you show to the people above you that you’ve done this and you’re the person who deserves the kudos for things.

It’s not the only way to get up the ladder. And, in fact, it’s important to be seen to be giving credit, as well as claiming credit for things. So, it’s absolutely not the only strategy, but that does suggest that self- promotion matters. So, if you can get away with it, it’s good for the credit stealer, and even more galling for the person whose credit has been stolen.

Pete Mockaitis
All right. Well, so let’s get into it. So, let’s say this is happening to us in our workplaces right now, what should we do?

Andrew Palmer
One thing to do is kind of try to calm down about it, which is easier said than done, because this is something that is super ingrained in us, that it’s unfair. And plagiarism is something that you don’t notice when you’re four, but when you’re about five or six, the research suggests that you really do notice an idea being stolen and credit being unfairly claimed.

So, it’s very, very deeply ingrained in us. We are hardwired to feel like this is a bad thing. This behavior is unfair. So, it’s much easier said than done to say, “Darling, try and ignore it.” But the point of the column I wrote was to try and get you to, if not a Zen-like state, at least able to kind of reconcile yourself to some of this behavior, the less egregious sort.

So, one way to think about this is, “You hate other people stealing credit for your ideas. Are you doing it yourself?” And there is a ton of research about something called cryptomnesia, which basically is credit stealing when you’re not aware of it, involuntary claiming of credit. And the research there is all about setting things up so that people are asked to generate a ton of ideas around novel uses for a product.

Then they come back a week later, and they’re asked to recall both their own ideas and to come up with new ones, which didn’t, in any way, replicate things that had already been generated during this process. And on both scores, people do really badly. Without meaning to, they do claim some other person’s idea is their own, and they also sort of think this is an entirely new idea, even if it’s been brought up before.

So there seems to be something about the way that we operate, where you actually claim credit, you’re not aware of it, and that might help people to reconcile themselves a bit to this extremely irritating form of behavior.

Pete Mockaitis
You know, I think it really can in terms of, and still, our emotional minds are not always, like you said, easier said than done, like, “Oh, well, that person might not have realized it. Okay, well, now I feel totally fine.” But in that internal dialogue, it’s nice to know this is, in fact, a common situation about the human experience, that that is something that unfolds there.

You know, I think another reason credit stealing can really be, I think, some of the most vicious is when you’re in a meeting and you say something, and then someone else says almost the same thing, like seconds later, and what you said got very little response, but what the other person said got quite a bit of response.

And again, it might be just because, “Oh, well, you know, hey, their language was more kind of clear and resonant to some people, and so it’s not necessarily meaning that.” But it really is a blow to our sense of status in terms of it’s like, “Oh, okay.” Like, it’s semi-rare in modern United States culture, as far as I’ve observed, to just get an explicit message from people around you, “We all think that person is of higher status and importance than you.”

You know, like that’s a kind of a message that is received, it’s like, “Oh, am I invisible?” And so, there’s, like, a double whammy there. Do you have any pro tips for that scenario?

Andrew Palmer
Well, I don’t think, like, raising your hand and saying, “Well, hold on, I just said that. Why aren’t you all applauding me?” I don’t think that’s a good idea ever. That does make you look a bit petty. And so, if that’s happening, that it might reflect actual status differences within the room, which is very hard to counteract.

It might just reflect the way that you are actually articulating ideas, and so there’s probably a bit of kind of self-reflection that should go on there. But it does happen. I mean, you’re absolutely right. It’s super irritating to people if it does. I think the main thing, if that happens, is absolutely not to throw your toys out of the pram in public.

So, reflect a bit on like, “Did I articulate this wrong? Should I have done a better job? Or, actually, is this because this person is the boss and everyone always sort of nods and sort of looks impressed, whatever that person says?”

Pete Mockaitis
Or, even if it’s a peer, it’s like, “Oh, the message I’m getting here is that peer is more well received, or of higher status, or viewed as superior to me based on this.” And, of course, that may be a false interpretation. It could be any number of other innocuous things, but with self-reflection, that’s interesting.

In a world where, now, so many of our meetings are recorded and/or transcribed with our little Zoom plugin assistants, which sometimes can embarrass people, so, everyone, public service announcement, be careful with those, and when they’re on and what you’re saying. But that really does make it, perhaps, all the easier to say, “Oh, hey, well, let’s reflect on exactly what I said and what they said.”

And then perhaps share that with a friend, a coach, a mentor, and dig in, “Hmm, might there be something about their presentation that was more effective and compelling than mine that I can learn from in this encounter?”

Andrew Palmer
Yeah, maybe that’s a good idea. I mean, maybe you could hope that people are poring over the AI summaries and sort of seeing this sequencing. That seems unlikely to me.

Pete Mockaitis
Oh, they won’t. I think that you’ll need to bring it to someone and ask them to help you out as a time together.

Andrew Palmer
I mean, I suppose, you could do kind of passive-aggressive things like, you know, as I was just saying, but it seems passive-aggressive. So, I think, probably, it’s better to just go away, either kind of try and think yourself into the like, “Was this deliberate? Was this some sort of Machiavellian thing going on? Or was it just much more innocuous?” And then try and calibrate your response, because, often, it really isn’t meant.

There’s also the way that ideas come together. The fact is that very, very few people are having eureka moments where they’re kind of like being struck by something that has never occurred to anyone in the history of humanity.

And almost everything is a kind of combinatorial process where an innovation is building on things that have gone before. So, before one gets very, very sort of self-righteous about “That was my idea,” it is worth reflecting on whether your idea is actually yours or is somehow building on the work of others. It almost certainly will be.

Pete Mockaitis
Well, yeah, isn’t that the expression, “There’s nothing new under the sun”? And we had a guest who said a few times, that creativity are feats of combination, in terms of we take a little bit of this, a little bit of that, put them together and, oh, and now it’s new.

Andrew Palmer
Yeah, I mean, very occasionally, something would be entirely novel, but almost always it’s a combination of preceding ideas or this idea of convergent innovation where you are kind of taking things that have already been developed. You put them together in new patterns, which is the same sort of process.

So, yeah, some people will sit in a darkened room and have some incredible brainwave. It’s almost certainly not going to be you. So, you will be working off the ideas of other people.

Pete Mockaitis
Okay, understood. So, that’s the first piece is let’s try not to be so upset about it. And then what?

Andrew Palmer
Well, I would think a little bit about, also just on the why not be upset because it does matter, is credit stealing doesn’t necessarily work. So, you might want to sort of fight fire with fire and try and steal credit yourself. That’s not a brilliant strategy. So, it does look like people have, they do better if they combine self-promotion and being generous in acknowledging the work of other people on the team.

So, this was work done by someone at Vanderbilt University, which looked at those strategies and found that both together is effective. You want to toot your own horn, but also be careful to say, “And these people did great work, too.” So that’s one thing.

And then the other thing I point you to is a very fun piece of research that came out of Wharton, which looked at, if you start bragging about something, you’re sending a kind of weird signal, which is that whatever you did, you think is really, really good, right? You are saying, like, “I am really proud of this.”

So, what they did was they set up this competition where programmers were entered into a tournament, and people who got identical high scores reacted in different ways to a bunch of observers. So, one was like, “I can’t believe how well I did. It was unbelievable. I totally smashed it.” And the other looked vaguely disappointed.

And the one who was really proud of their performance was signaling to the observers, “This is the ceiling,” they didn’t expect to do this well, and they’re probably not going to again. And then the one who was vaguely disappointed was signaling, “Okay, my ceiling is way higher, and I can do much better.”

So, that’s a sort of code, I think, in the context of credit stealing that, like, someone who’s really saying, like, “And that was my idea,” that’s fine if it’s a brilliant idea. If it’s a pretty kind of blah one, that’s not necessarily good too. So, again, it’s like a little coping strategy.

Pete Mockaitis
Well, now you’re bringing me back to one of my favorite scenes ever from the TV series, “Parks and Recreation,” when Ron Swanson crafts a wedding ring out of a sconce on the wall, and he says, “It’s very simple.” And he describes, “I simply removed the sconce. I melted down the metal. I formed it into a ring. I polished and sanded, and I replaced the situation, blah, blah, blah. People who buy things are suckers.”

And what I love about that is, I think, there’s so many levels of wisdom actually in this silly little scene, is that it becomes abundantly clear that what is an impressive feat of craftsmanship and ingenuity to most of us is totally no big deal to this guy. Thusly, Ron Swanson must be a super amazing craftsman. And I think that’s really a great reminder in terms of if you are…now, there’s so many implications to that.

I guess, in some ways, we want to be ourselves and be enthusiastic and share our joy when something really is special. But I guess we also need to watch ourselves, like, “Okay, you’re sending that message that if you think what you did is amazing, and that suggests that it’s near the limit of your capabilities, and folks pick up on that, so you might want to consider sharing that joy in more select circles.”

Andrew Palmer
Completely right. And so, if you’re going to toot your own horn, do so in a way that suggests you haven’t maxed out, or only do so when you’ve come up with an idea or have achieved something, which is genuinely good. Otherwise, there’s something subliminal there which is potentially not such a great signal.

Pete Mockaitis
What’s intriguing, though, is I think if we’re tooting the horn of a team, it’s like, “I’m so proud of my team. They worked so hard to do this,” I suppose that probably still applies, in terms of it’s like, “Okay, your team had to work hard to accomplish this because none of us are that impressed. Maybe your team is not that good.” I suppose that sequence still works, yet it doesn’t feel as risky. That seems like a safer move.

Andrew Palmer
Yeah, I think there is probably a danger in overpraising, generally, right? I mean, you’re sort of normalizing mediocre performance at some point. So just being intentional about when you’re going to praise someone or compliment your team is worthwhile. But at least, there isn’t the added filter of, like, “Is this person taking credit for bad ideas?” which is like doubly bad.

Pete Mockaitis
And I’m curious, within this realm of research, do you have any favorite words, phrases, scripts, tips, do’s, don’ts that you personally follow within this vein?

Andrew Palmer
If not tackling this kind of at the time in the room is good advice, then there’s a point where you would want to bring it up directly with the person who’s taking credit. So don’t do it in public.

But if it really feels like someone is just routinely ripping off your ideas, then you start to get into the kind of fairly standard playbook about having difficult conversations, bringing stuff up quickly. So, privately, but quickly after an incident of credit stealing. And then if that doesn’t work, and it really feels like a pattern of behavior, then you’re probably going above someone’s head and talking to your boss or their boss if need be.

So, I think sort of calmness at first, reflect on what’s gone on, “Is it a pattern of behavior?” And if it really is and it feels egregious, then you have to start to act.

Pete Mockaitis
And I’m curious then, what if we are the ones who have cryptomnesia, we are inadvertently doing this credit stealing to other people, what do we do then?

Andrew Palmer
Well, I suppose that’s just the natural kind of process of feedback, right? It’s the Kim Scott playbook where, if you want to give feedback to other people, you have to ask for feedback yourself. And if you’ve got those mechanisms running within an organization and they’re reasonably healthy, then there should be an opportunity for people to tell you if you’re taking credit for things.

But the other way to do this is not just to wait until an incident occurs and then you have a conversation. It’s to try and avoid this happening in the first place. Clearly, this is a behavior that is common and it irritates people. So, what do you do to head it off at the pass? And that might be things like having very settled recognition norms.

So, whatever the work is, understanding upfront and being clear how you’re going to credit that work. So, on a project team, these are all the people who are involved. They are going to be named in the slides or the meetings when it comes time, and these are their roles. So, you can, I think, be clear upfront how you’re going to apportion credit.

And you can sort of immediately diffuse that worry amongst team members if they think that this is some sort of behavior that’s common. So that’s an obvious, I think, way to handle it.

Pete Mockaitis
Well, to that theme of  looking at ourselves in the mirror and being open to that feedback, I’m now thinking that we might be giving ourselves too much credit in terms of we think someone stole our idea, but, I suppose, I don’t know the name, I don’t recall the name of this cognitive bias, but we often tend to think that our own contributions or efforts are instrumental or special, when sometimes they’re not. So, do you have any wisdom for folks who might be patting themselves too much on the back prematurely?

Andrew Palmer
Well, if they’re suffering from a cognitive bias, they’re not going to be aware of it, so that is problematic. I mean, again, I think, probably, if you can define roles upfront, which forces people to acknowledge, like, “Okay, we are all working together on this thing, and we have some kind of role clarity, which defines what we’re each bringing. We all have a contribution to make,” that is helpful. And doing that upfront is particularly helpful.

Putting it on all the documentation might seem so stupid, but it’s actually a way of immediately signaling to the world and the people on the team that we’re all in this together in some way. So, I think good team presentations will always have a kind of, like, it’s the thing you flick through, but it’s important, the kind of first or second slide, which is like members of the team, and it just signals outside and inside that you’re taking this seriously.

Pete Mockaitis
Well, yeah, it’s a simple practice and it feels good. And there it is, wherever that PowerPoint deck might land, you know, forwarded across continents and across years, there those names are, right on it. So why not? That’s just good practice.

Andrew Palmer
Yeah, I mean, no one pays any attention to PowerPoint slides, of course, so that’s the slight weakness in the advice, but at least you’re thinking about it. You’re probably reassuring within the team that that’s not going to be a problem they have to deal with. That sort of just takes the temperature down a bit.

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

Andrew Palmer
I guess, to the extent you can being really clear about not taking credit for things yourself, so we’ve talked about cryptomnesia, some of this you’re not aware of. But once you know that this really bugs the hell out of people and you hear the words coming out of your mouth, like, “My idea was,” that ought to be some kind of, like, trigger to reflect, “Well, was it really, really my idea?” So, just again, the sort of reflectivity.

And, yeah, I suppose the other thing is, given that this problem exists, that recognition doesn’t necessarily come your way, how do you kind of manage your career in an effective way? So, the obvious example here is for academics. And it’s the difference between male and female academics getting tenure.

And if male academics co-author or solo-author papers, it doesn’t matter for their chances of getting tenure. But if female academics co-author, it does hurt their chances of getting tenure because there is bias in the people assigning that position, which tends to assume that their contribution to a project is less important than the male. So that is a real problem.

And the only way you can do that, beyond changing societal biases, which is a tough ask, is to be quite thoughtful about, “Do you want to co-author? If you do co-author, how are you going to handle this upfront with your colleagues? Is there a way of being the corresponding author for recognition to be doled out even more explicitly?”

So, I suppose there are certain situations, particularly if you’re kind of at important points in your career where you want to think about, like, “Is there a way for recognition to be unfairly apportioned. And can I head that off at the pass?”

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

Andrew Palmer
This is a quote that Reid Hoffman gave me that he got from his professor at Stanford. And it is a definition of management, which is “Management is about poetry and prose.” And the reason I like that is that is a very, very succinct way of summing up what you have to do if you’re to be a good boss.

So, the poetry element of this is motivating people, inspiring them, making them feel like there’s a shared mission. And the prose bit of it is the kind of structure and process and the sort of velocity of one-to-one meetings, the kind of quite practical administrative stuff that actually makes things work on time.

So, some people are good at one, some are good at the other, but actually it’s the bringing of the two together that really matters within organizations.

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

Andrew Palmer
I mean, there’s one that just comes to mind recently because I’ve just read about it. So, the limits on free speech in the US. There’s this canonical example which is you shouldn’t shout fire in a crowded theater. That is where free speech ends.

So, someone did a paper which came out very recently, which modeled crowd behavior if someone shouted fire in a crowded theater, and found that actually you can kind of get out generally pretty safely. So even that may not be a very good example of restricting free speech.

Pete Mockaitis
Okay. And a favorite book?

Andrew Palmer
Middlemarch.

Pete Mockaitis
Okay. And a favorite habit?

Andrew Palmer
Okay, so this is this thing that I’m really, really at sold on right now to restrict myself to one sweet thing a day. I swear by it. At least I do for the next month.

Pete Mockaitis
Okay. And is there a key nugget you share that really seems to connect or resonate with folks, or is there an Andrew Palmer sound bite that you’re known for?

Andrew Palmer
I don’t think I’m known for it, but the thing that comes across from almost all of the interviews that I do and the writing I do on this topic within the organization is that there is no substitute for being explicit about things.

So, whatever it is, it might be the mission of the company, the values, the culture holds dear, it might be the way that you choose to work, it might be the purpose of a meeting. But, like, saying it out loud, writing it down, goes a long way.

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

Andrew Palmer
You should subscribe to The Economist. So, you just search for The Economist, that’s where my work is. And you can also look for Boss Class on any streaming platform.

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

Andrew Palmer
Reflect on what it is that you are good at and bad at, and reflect on how you work. And if you can document that, you’re probably halfway to solving those problems.

Pete Mockaitis
All right. Andrew, thank you.

Andrew Palmer
Thanks, Pete.