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753: How to Stop Avoiding and Start Resolving Conflict with Ralph Kilmann

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Ralph Kilmann, co-creator of the Thomas-Kilmann Conflict Mode Instrument, reveals the surprising source of all conflict—and shares his best practices for expertly resolving them.

You’ll Learn:

  1. The surprising root of almost all conflict  
  2. Why collaboration isn’t your best and only option
  3. Two strategies to overcome the stress and discomfort of conflict

About Ralph

Ralph H. Kilmann, Ph.D., is CEO and Senior Consultant at Kilmann Diagnostics (KD) in Newport Coast, California. In this position, he has created as well as produced all of KD’s online courses and assessment tools on conflict management, change management, and more. Ralph’s online products are used by such high-profile organizations as Amazon, Bank of America, Harvard University, NASA, and more.

Ralph is an internationally recognized authority on systems change. He has consulted for numerous corporations throughout the United States and Europe, including AT&T, General Electric, and the Office of the President of the United States.

Ralph has published more than twenty books and one hundred articles and is the co-author of more than ten assessment tools, including the Thomas-Kilmann Conflict Mode Instrument (TKI), the Kilmann-Saxton Culture-Gap(R) Survey, and the Kilmann Organizational Conflict Instrument (KOCI).

Resources Mentioned

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Ralph Kilmann Interview Transcript

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

Ralph Kilmann
Thank you for having me, Pete. I’m delighted to be here.

Pete Mockaitis
Well, I’m excited to chat with you. I have heard of the TKI many times, and you’re the K in the TKI.

Ralph Kilmann
Yes, I am.

Pete Mockaitis
That’s pretty cool, and you’ve also got a book we’re talking about Creating a Quantum Organization. So, let’s dig into this fun. Maybe, to kick it off, could you share what’s one of the most surprising and fascinating and maybe counterintuitive discoveries you’ve made about conflict over the many years you’ve spent researching, teaching, and exploring it?

Ralph Kilmann
Well, so often, we think about conflict as being out there, between a person and other people, whether in a family or in a work situation, so we’re trying to resolve those interpersonal differences of opinion, what to do, how to proceed, when I have discovered that you have to look inside because the conflicts begin internally.

We all grow up as human beings and we have some kind of trauma. It can’t be helped. It’s just part of being human. I don’t condone, I don’t want people to have trauma, but once they have it, and they will, what do you do with it? And if you just let it sit there and get stuck in your body, and then you become an adult, then you’re projecting all that trauma on everyone around you.

That’s the conflict you’re dealing with, and it’s not just between you and other people, it’s between you and your past. And until you learn to resolve those internal conflicts, you’re going to have a hard time improving how you manage external conflicts. Now, that may not seem too surprising but I have found people tend to stay away from what’s lurking on the inside.

It always seems to be more comfortable to talk about other people, conflicts out there, than, “What I’m struggling with as a person,” and that’s particularly the case when we move into organizations because people in their personal lives, with their friends, they often share traumas they’ve had or how they approach challenges in their emotional life, but in the organization, there are often norms, “Don’t talk about it. You’ll come across as weak. You won’t come across as confident. People don’t want to hear about it.”

Pete Mockaitis
Uh-huh. Well, that’s juicy right off the bat there. And so, it feels like there’s a whole several episodes digging into that. But if you can give us the survey preview version, and how does one look inside and deal with their stuff. It’s so funny, what’s coming to mind right now is a line from the TV series “Succession,” and this character Roman Roy says, “This is what it looks like when you’ve dealt with all your issues. All your issues are resolved.”

And it’s sort of a joke because, hey, we all have some ongoing stuff. It’s never quite fully done. So, what is the process or practice or approach we engage in to deal with our internal conflicts and traumas?

Ralph Kilmann
Well, first, I think it’s useful to think about mind consciousness, body consciousness, and spirit consciousness. Those are three ways of looking at what’s going on inside. Now, first, with mind consciousness, it’s like, “How does our mind make sense of our life?” but it’s all mental, it’s all thoughts. And we can talk to people about it, whether it’s a therapist or reading a book, to uncover those mental assumptions we’ve made from past experiences, and we can clarify our thinking.

But then there’s also body consciousness because it turns out, what’s stuck in the mind is stuck in the body, into tension patterns, and you can talk all you want about these internal issues, in fact I call it talk therapy when you’re talking to a therapist, but it is just talk. It’s not getting into the body where it’s stored.

So, you can talk all you want, you can try to change your belief systems, you can reexamine your childhood, but you have to release it from your body, and that has to do with all kinds of things like yoga, and all kinds of massage methods, or kinds of exercise. You’ve got to move. And as you move, your body opens up and you dispel some of these old stories, but that’s mind and body.

And, finally, with spirit consciousness, and that’s the greatest challenge to the Western world, is to recognize that we are more than just our mind and our body. In fact, there’s this expression, “The skin-encapsulated ego,” as if within our skin, that’s who we are, and it’s all about ego and mind, whereas, we can be much more than that.

So, spirit is saying, “We are all connected.” There’s a human consciousness across the entire planet. People resonate with one another. People feel what’s going on. People can intuit what’s going on far beyond their mind and body. And when you can appreciate that, you say, “Hmm, what does it mean to have transcendent dialogue?” where you get a group of people together, either in a family setting or in a workplace, and they have dialogue that goes far beyond.

They come up with things that neither of them knew beforehand because they stimulate in one another to tap into this universal consciousness, or what C. G. Jung called the collective unconscious. It’s been called many names over the years, but there’s a consciousness that encircles the globe that we can tap into.

Now, what’s interesting, I’ll tell you a survey I took, Pete, is I’d be talking to like a few hundred people in an audience, and I’d ask, “Okay, please raise your hand if, in your personal life, you’ve done things like yoga, meditation, talk therapy, exercise,” and I go down a whole list, and 95% of the audience raises their hands, and says, “Yes, I’ve done that. I’ve done those things.”

And then you say, “Okay. Now, how many of you are willing to talk about this in the workplace?” The hands go down because, as I mentioned, the culture says, “We don’t talk about our personal lives. We keep it to ourselves.” In fact, in the old days, what we bring to the workplace is manual labor, hands for hire. Then, eventually, we developed additional skills we were willing to bring into the workplace. The last remaining area of human capability is bringing consciousness into the workplace, all of you – mind, body, and spirit. That’s where creativity and innovation reside.

Pete Mockaitis
Okay. Thank you. Well, we are off to the races here. So, tell us, your latest book Creating a Quantum Organization, what’s the big idea or thesis here?

Ralph Kilmann
That book, I call my legacy book. I previously wrote about 20 books over a period of 50 years and maybe it was because of the pandemic and I’m trying to figure out what to do with all this downtime, and I said last year, this was about a year ago, I said, “Let me put together a book that integrates everything I’ve done in 50 years. Can I do that? What would that be like?” And that’s exactly what I focused on for the entire year.

So, in the Creating a Quantum Organization, I integrate conflict, change, consciousness, and transformation, everything I’ve done, and I’ve called it a legacy book because, quite honestly, Pete, I don’t know of another book I’m going to write. I think I look at that book and I say, “This is what I came here to do. This was why I did all my work. This is why I was born, to do this book.”

Pete Mockaitis
All right. Well, congratulations, that’s a spot many of us don’t feel like we reach, so kudos. That’s so awesome. Well, so we got four zones. I’d like to spend a disproportionate amount of our time talking conflicts just because, well, you’re so famous for it and this is our moment we have together, and then hit a little bit of a flavor for the others.

So, you mentioned in your conflict model five different conflict-handling modes. Can you give us a quick kind of field description for them, what they look like in action, and a sense for is there an ideal time and place for each of them?

Ralph Kilmann
Well, first, the basic TKI model is two dimensions – assertiveness, cooperativeness. Very simply put, assertiveness is the extent to which you try to get your needs met. Cooperativeness is the extent to which you try to get the other person’s needs met. And on that space of the extent to which you’re trying to get your needs and other people’s needs met, there are these five conflict modes.

So, competing is you’re only concerned about your needs. You’re not at all concerned about the other person. You want to win the argument. Period. Accommodating is just the opposite. You want to help the other person get their needs met, and, for the time being, you’re not at all concerned about your needs. Maybe that issue is more important to the other person than it is to you, maybe it’s his turn or her turn to get their needs met, whatever, but you give up your need satisfaction to help the other person.

Then there’s compromising, which is in the middle, we split the difference, we flip a coin. It’s somewhere in between competing and accommodating. So, you get something you want, I get something I want, but we’re both somewhat dissatisfied. It’s like 50% of our needs are met but there’s that other 50% that we haven’t addressed. In fact, compromising is going back and forth between competing and accommodating. The more you get, the less I get; the more I get, the less you get. It goes like a see-saw, and compromising is 50-50 in the middle.

Now, avoiding is no one gets their needs met. We leave the situation. Now, sometimes, there’s good reasons to leave the situation. People are not being nice to one another. People need time to think. People need to collect more information so they stay away from it until they’ve done that. That’s avoiding. But, meanwhile, no one’s getting their needs met because they’ve stayed away from coming up with a resolution.

But the fifth mode which often seems ideal at first is called collaborating, and that is you’re getting all your needs met and I’m getting all my needs met, so we completely satisfy our needs. Now, as it turns out, collaborating can only work under a very unique set of conditions. We have to trust one another. We have to really share what we need and want, and that it won’t be used against us when we share that. We have the time or we take the time to work on the issue. We communicate effectively so we can listen to one another without getting defensive.

In other words, collaborating sounds like the ideal but it’s not easy to bring about. Sometimes you have to change the situation first, like establishing trust, improving communication skills, setting the time aside to have the discussion. You need to establish the conditions first if you ever hope to collaborate. But for each of those modes, there’s a set of conditions where it works best.

Now, with the Thomas Kilmann Instrument, people find out which of those modes they might be using too much or too little. Maybe you approach every situation with competing, you always think you’re right, you always think you’re more important than the other person, and so you’re always trying to assert yourself without any concern of the other, and then you find out, “Huh, maybe there are times I have to let the other person get their needs met because, then, they’re going to be more favorable to me in the long term.”

So, you start thinking about, “How can I work with other people to bring out an effective resolution of the conflict?” And sometimes accommodating, as I mentioned, works best when the issue really isn’t that important to you, it’s more important to the other person, so why not let have the other person have their way. As I mentioned with avoiding, you don’t want to avoid conflicts that are really important to both people in terms of your need satisfaction, but there are times when you need more time to think about it, to talk to other people, to collect information.

So, what you have to understand with conflict management, there are these five approaches, five repertoire of skills you can use, but learning when to use them and how to use them effectively. For example, I can avoid a group meeting by saying, “I’ve had enough of this nonsense. I don’t want to hear this anymore. I’m getting out of here.” I stand up, leave the room, and slam the door. I’m avoiding.

Or, you can avoid by saying, “You know, I’m not ready to make a decision yet. Can I have a few more days to think about it and talk about this with my coworkers?” That’s avoiding too but it’s done in a much more respectful, dignified manner. So, what’s important besides knowing those five modes, when to use each of them in the correct situation, but then also how to enact each mode with care, sensitivity, dignity, and respect.

Pete Mockaitis
Well-said. Ralph, I have a feeling you’ve spoken about this before.

Ralph Kilmann
Well, for about 50 plus years. In fact, I just spoke with Ken Thomas, my co-author, yesterday and we kind of reflected that we’ve known each other for 50 years since our days at UCLA, and an amazing journey.

Pete Mockaitis
Cool. Well, so then we figure out which one is the most appropriate, and then we use the elegant version of that, ideally, in terms of sort of being optimal with regard to your relationships and needs meeting. And so, I got a good sense, I think, in terms of collaboration seems ideal but a few things have to occur and we have to have that trust and communication and the time to go there. Accommodation is great when it’s really important to them and I don’t care so much. Can you give us a view for when the other approaches are just right?

Ralph Kilmann
Well, compromising would work best when there’s a fair amount of stress, you don’t have a lot of time to discuss the issue, it’s only of moderate importance to both of you, and coming up with an expedient solution allows you then to focus on other more important problems and conflicts. So, compromising is very expedient, it doesn’t take much time to flip a coin or split the difference.

So, you and I want to meet, I want to meet at 4:00 in the afternoon, you want to meet at 2:00, we say, “Why don’t we make it 3:00 o’clock? Instead of spending an hour discussing what time to meet, let’s just split the difference.” That’s compromising.

Pete Mockaitis
All right. Sure.

Ralph Kilmann
Now, both of us may only be partly satisfied by that because maybe there are reasons we wanted to meet at 2:00 or 4:00, but let’s talk about the main issues and not get bogged down with something less important, like a couple of minutes here or a couple of minutes there.

Pete Mockaitis
Okay, so there’s compromise. And how about the others?

Ralph Kilmann
Well, as I mentioned with avoiding is when the issue is not important or you’re overwhelmed by stress and there’s not going to be a quality discussion if people are overwhelmed with stress. Save it for another day, save it for another meeting. Or, you need to collect more information, or you don’t want to be pushed to a decision, or a decision doesn’t have to be made till next week or next month, we don’t have to do it now, so let’s focus on things that have to be done this week that have a higher priority.

But, as I mentioned, if something is very important to you and someone else, and you avoid it because you don’t like conflict, you don’t like confrontation, then you’re walking around and your needs are not met, the other person’s needs are not met. And, long term, if you and other people’s needs are not met, your most important needs, you either disengage from the situation or you leave. Or you leave a relationship, a workplace, whatever. People have to get their needs met at some point.

Pete Mockaitis
Okay. Understood. And I really liked how, with the avoiding, you gave us a fine way to avoid and a not-so fine way to avoid. Could you give us those illustrations for the others as well?

Ralph Kilmann
Well, the favorite one is competing, where picture a very autocratic manager slamming his fist on the table, saying, “We’re going to do this. I don’t want to hear any argument,” and he’s shouting, he’s screaming, he’s pounding his fists, and people are almost too afraid to speak or to do anything different.

Whereas, the healthy side of competing is I’m sitting very calmly, and I’m saying, “Let me share with you why this issue is so important to me, and I’m hoping you can see why I want this to come out in the way I’m suggesting. And if you allow me and you indulge me on this one, when something is that important to you, then I’ll concede to you, but please hear me out.”

That’s a completely different approach than putting my fists on the table and shouting at people and talking in people’s faces. Both are competing but they have a completely different impact on others.

Pete Mockaitis
That’s right. Okay. And how about what’s a sloppy cooperation look like?

Ralph Kilmann
Well, a sloppy cooperation would be…it might be said that there is some stress in the situation but, basically, people don’t like conflict. Maybe that’s something we should talk about, why conflict is often viewed in such negative terms as if it’s bad and we simply want to get rid of it. The world would be a better place if there were no conflict. But, as it turns out, conflict is like death and taxes; it’s inevitable. You can’t get away from it. It’s the nature of the universe.

But, essentially, with compromising, it would be, “We don’t like conflict so we don’t want to talk about it. Let’s flip a coin even though these needs are important to us and we’re not getting them satisfied. But I’d rather flip a coin and split the difference than have this  discussion with you that makes me uncomfortable.”

Pete Mockaitis
Got you.

Ralph Kilmann
So, to move from compromising to collaborating, not only do you have to develop trust, effective communication skills, you have to be comfortable with differences, you have to be comfortable with confrontation, and saying, “I disagree with you. Please hear me out. This is how I view the situation. I know we can figure this out together.” But it’s knowing what to say and how to say it to engage other people in addressing the issue.

And I might say, Pete, if you look at the world today, I think you might well agree, I don’t want to put words in your mouth, there seems to be more conflict now across the globe than ever before in the history of this planet whether you’re talking what happened from the pandemic, from politics, divisiveness, systemic racism, climate change, fiscal issues, job issues, economy issues. We are embraced with conflict like never before.

Pete Mockaitis
Yeah. Well, I guess in terms of…well, I only have the years I’ve been alive on the planet to look at, but it sure feels more verbally divisive.

But, yeah, I hear you there. From some vantage points, it does seem like there’s more conflict than ever before. For no other reason, there’s more humans than ever before and who have more access to ideas and different opinions.

Ralph Kilmann
And the pandemic and the politics have put people globally under stress. And under stress, you’re less likely to use conflict modes effectively. You’re likely to go to the extreme. We’ve seen people have meltdowns when they’re asked to put on masks or to keep their social distance, bad meltdowns, because they’re on overwhelm, and it just takes a little bit to take someone over the edge. You can’t use an effective approach with conflict management with dignity and respect when you’re totally stressed out. In fact, let me suggest what the TKI conflict model looks like under high stress.

Competing becomes fight, avoiding becomes flight, and accommodating becomes freeze. Fight, flight, freeze, which are the three physiological responses to stress for the sympathetic nervous system. So, when we see the sabertoothed tiger, or when we see that we are under a threatening condition where we could lose our life, we go into overwhelm. We fight, flight, or freeze.

And so, the conflict model that is mindful with collaborating and avoiding and compromising, and choosing those behavioral approaches to best match the situation, all collapse into fight, flight, freeze under high stress. So, what we’ve seen in the US and in other countries is some of the conflicts we might’ve been better able to resolve without all that high stress, we see a lot of fight, flight, and freeze. Depression is freeze.

Pete Mockaitis
Yeah. And so then, let’s talk a bit about this emotional stuff. When it comes to saying, “You know, I just don’t like conflict,” or when we are feeling like, “I’m under a lot of stress,” how do we tackle some of that emotional stuff so that we’re saying, “Hey, you know what, conflict is alright. Maybe it’s not my favorite thing, but it’s okay. It’s like taxes is not my favorite thing but we get through it. It’s alright”? As well as the stress, like, “I’m freaking out about this thing and I’d be able to resolve it a lot better if I weren’t.” So, what do I do with this stuff?

Ralph Kilmann
Well, first, I have found it’s so important for the reasons I was giving to reduce the amount of stress. If people are under high stress, you cannot have a good conversation. They’re going to get one another defensive. They’re going to use the extreme forms of the conflict modes that get other people defensive, on and on. It’s not going to work. So, how do you remove the stress?

A simple method, and this is from mind, body, spirit modalities, is breathing. You breathe in like for seven seconds, you hold your breath for a certain amount of time, you exhale for seven, eight seconds, and then you take these long deep breaths, and that resets the sympathetic nervous system to the parasympathetic nervous system so it relaxes you. It’s called the relaxed response.

So, again, you breathe in. I don’t remember if it’s four or five seconds. Hold your breath for seven seconds. Breathe out for eight, then hold it a little bit more. You do that a few times, you will reset your nervous system. That’s so important.

Pete Mockaitis
Now, four, seven, eight sounds like Andrew Weil, like sleepy breath. Is that the same one?

Ralph Kilmann
Yeah, it’s something like that. Well, you’ll find different people, like they differ.

Pete Mockaitis
Well, there are so many different counts, “Do box breathing. Four, four, four, four,” I mean, there are so many.

Ralph Kilmann
There’s conflict over how many seconds to inhale and then exhale and then hold your breath, but the point is, by slowing down the breathing, making it deeper, you reset your nervous system so you can use your cognitive mind as you’re intended to do. So, you got to remove the stress. And then what I found very useful is to get a group of people together who have respect for one another and they share how are they responding in today’s world, how are they dealing with these issues, how are they approaching it.

It’s like creating a conflict support group so we can all say, “Yes, we’re experiencing stress. Let’s try to keep that down at a level so we can use our minds as intended. And let’s discuss how we’re each approaching this so we can support one another. What did you find works when you tried this approach or that approach?” And then they can talk about it.

When this is done in a work setting, it’s a thing of beauty, Pete, because so often they’re talking about getting the work done as opposed to saying, “But how do we work together as a team? How do we resolve our differences? How can we do this more effectively?” There will always be conflict. You cannot get away from it, but the difference is how you manage it. That makes all the difference in the world.

Pete Mockaitis
Okay. Beautiful. Well, so before we shift gears, anything else you want to say about conflict?

Ralph Kilmann
Well, we certainly should look at internal conflict because that’s where it all begins. So, if we have time, I’d like to…

Pete Mockaitis
Let’s do it.

Ralph Kilmann
Okay. Well, in my book, I talk about these four foundational inner conflicts that drive all the outer conflicts. The first one, and this is so basic, are you an energy body or a physical body? Now, sometimes people in the Western world say, “Well, I’m a physical body. What are you talking about energy body?” Well, in the Eastern world, we’re more into energy that we radiate, for example, through the seven chakras in the body than we are in the Western world where it’s all about how we think about things.

So, the question becomes, “We’re not just physical, we’re not just energy. We’re both.” In fact, I asked the question, “Are you a physical body or an energy body?” which pits the conflict on that model to say, “Either this or that,” and you can go back and forth arguing which is which. Whereas, in fact, the collaborating approach says, “You’re not either. You’re both.”

And when you walk into a room and talk to people, it’s not just your words that impact people; it’s your energy, it’s your mood. If you are depressed or sad or angry, or you have a lot of pride and arrogance, whatever words you use are going to come out a certain way. As opposed to coming into a room with other people, and saying similar things but the energy is one of love, joy, peace, compassion.

How different does that sound from anger, fear, grief, pride, and arrogance, love, joy, peace, and compassion? That’s the emotional energies. And when people get in touch with their body and their feelings, and then they radiate that energy, they’re not just choosing words. They’re choosing, “What is the energy I use to present these words.” The energy I find, Pete, is more important than the words themselves.

And you can walk into a room and you can feel tension or you can feel joy. It’s not the words; it’s the energy. So, anyone who says, “Oh, we’re just physical bodies,” say, “Walk into a room and tell me what you feel.” You can feel it. And what’s interesting, you can learn to assess those energies. We don’t learn that in the US in our educational programs where everything is about the mind, the head, the intellect.

Physical education, we separate the body from the mind. You go to physical education where you do sports and fitness, but you don’t really get into your feelings and what sensations are in your body. So, we address it by separating it out into physical education, whereas, in reality, you can’t separate out the mind and the body, they’re together. And some day, educational programs will help children express what they’re feeling in their bodies so they’re more aware of what they’re feeling and what they’re all about and who they are.

Pete Mockaitis
So, when you say what they’re feeling in their bodies and the emotions and the energies, kind of like an integration might sound something like, “My neck feels like things are crawling over it. I’m very uncomfortable and worried about this situation we’re in right now.” Like that?

Ralph Kilmann
Exactly. In fact, I would say most of the researchers suggest if something comes to you, it first affects your body and then your mind picks up on it. So, if you can say, “Huh, why is my neck so stiff? Why have I had neck pain for the last two years? What’s going on in my life that gives me that kind of a tension? I have this anxiety in my solar plexus that doesn’t go away. I’ve taken things for it, what is that all about?” Well, that’s some tension.

But one of the modalities for body consciousness is called somatic experiencing. Somatic is of the body, and you actually pay attention to the tingling and the feelings in your solar plexus, and you pay attention to it, and you stay there, and you focus on it. And guess what? It dissipates. But if you think, “Well, it’s my body and that’s separate from my mind, and I can’t do anything about it, and I have to live with this,” you’re missing the opportunity to look at the signals and the messages that your body is giving you even before something gets to the mind where you, then, conceptualize and say, “Oh, I must have tension.” Well, your body already knows that. So, the sooner you pay attention to the body, the quicker you’ll get on top of what you’re experiencing.

Pete Mockaitis
Okay. So, that’s energy and body. How about what are the other internal conflicts?

Ralph Kilmann
Well, they’re all fun. The second one is one of my favorites. Actually, they’re all my favorites, but the second one is “Are you governed by your ego or your soul?” Your ego and soul are two different kinds of inner voices you have that suggest how you should be living your life, how you should make decisions, what actions you should take. And ego, just to give you an idea, is focusing on things like self-image, safety, security, survival, success, immortality, fame, glory, being in control, being in power, being more important than anyone else. Those are ego things.

Now, the soul is “Why was I born? What am I here to do? What’s my special calling? What’s my piece in the universe? What will give me the most meaning and satisfaction in life? Why was I put on this planet and given the privilege of life? What does that mean? What am I to do?” Ego and soul, I don’t mean it to be religious, I don’t mean it to be Freudian, it’s simply saying the ego is of the mind, and the soul is of spirit. It’s a beyond the mind-body. And those are two different messages.

So, someone can say, “Well, my ego wants to live forever, and I want to be in control, and I want to have more money than anyone else.” Fine. Soul says, “But what do I want to contribute to society? How can I serve people?” And here’s what’s interesting, some of the Eastern traditions suggest we have to destroy the ego and feed the soul. I don’t believe that at all. Why would you want to destroy or discard any part of you?

The issue, again, think of the TKI conflict model. It’s first, either/or, I’m governed by ego or soul, but then if I create the right conditions, I can have both. When my ego and soul are on the same page, the ego gives me the energy to pursue my soul’s mission. When I’m fighting the two, then I’m at odds with myself. My ego doesn’t want to do this so, therefore, my soul is not going to be satisfied. Or, my soul will want to do this but the ego says, “I’m not participating. You go on your own.” If you can get ego and soul working in the same direction, on the same mission, then you are maximizing your life, your needs, your contribution to society.

Pete Mockaitis
All right. Beautiful.

Ralph Kilmann
So, that’s the second one. The third one is also kind of fun. You’re ready for this?

Pete Mockaitis
Let’s do it.

Ralph Kilmann
Are your surrounding systems – and I’ll define what I mean by that – separate from you or an integral part of who you are? Notice how we say because we first set it up as that debate on the TKI conflict model, before we resolve it into a more integrated collaborative manner. So, essentially, it’s people generally think of the culture of the organization, the reward system, the strategy, the structure, other people as outside them, they’re outside my ego-encapsulated skin. And, therefore, since they’re outside of me, they’re someone else’s responsibility.

Now, what happens, Pete, if everyone believes that the systems of the organization are someone else’s responsibility? “It’s not me. I’m just what’s inside me, what I’m feeling, what I’m thinking.” But what’s fascinating is when you realize that we’re all in this together, we’re all connected, the systems we create are part of our psyche, we can’t really be separate from anything. And once people say, “You know, I am equally responsible to my surrounding systems, that’s a part of who I am, so I think I have to take some steps to improve those systems so that I can create the conditions that we can resolve our conflicts in the healthiest most successful manner.”

And, yet, what’s interesting with that inner conflict, that third one, of, “Are systems a part of you or outside of you?” is so fundamental because I always come across people who believe those systems are outside, “They’re not a part of me. That’s someone else’s responsibility.” And, yet, again I have to emphasize this, Pete, if everyone thinks the system is someone else’s responsibility, who’s taking care of it?

Pete Mockaitis
Nobody.

Ralph Kilmann
Nobody, yeah. Like all the discussion now about infrastructure, is that a part of who we are or is that a problem in other cities, other nations, other bridges, not my bridge, or do we realize that it’s all together? In fact, to show you the spiritual perspective, someone had asked me once, “Give me an example of that spiritual perspective when we really recognize we’re all in this together and we’re all one.”

And that’s the case when you discover that someone on the other side of the globe, say in Africa, is suffering. That suffering is as important and significant to you as if your own child is suffering. There’s no difference between a stranger in Africa and your own child. I’m not there yet, most people aren’t, maybe the Dalai Lama is, but, essentially, that is the ultimate where we say, “You know, we’re part of this human race, we have this consciousness that we all tap into, and if we can work together across the planet, we can all have a better life and get our most important needs met.”

Pete Mockaitis
Alrighty. And the fourth?

Ralph Kilmann
The fourth is the hardest to resolve, and that’s why it’s listed as number four. And I suggest that if you make significant progress with the first three, you’re then ready to really deal with the fourth one. And the fourth one is “Have you resolved your primal relationships or is your life still being drained by traumas from the past?”

In some work situations, picture a group having a meeting, and those people are triggering one another from previous relationships 30, 40 years ago, when they were kids or teenagers where they got hurt, and these people remind them of those people. And so, they’re talking to one another as if they’re the ones that hurt them 30 years ago. That’s called projection.

Actually, the full psychological dynamic is splitting, “I don’t like this so I’m going to get it away from me”; projecting, “I’ll put it on the other person and then I’ll attack the other person.” So, basically, unless you’ve resolved your primal relationships, it’s hard for you to be present with the people that are right in front of you. You are projecting unresolved stuff from previous caregivers, from people who perpetrated you with one injury or another, a dog you lost, a brother, a friend, whatever, and that’s your life. You’re living that way. You can’t interact with the people in the present and resolve conflict if you’re reacting or the phrases you’re being triggered by unresolved problems in the past.

So, the more we can help people resolve the primal relationships, more of their consciousness will be present in the moment to address the really important issues and get people’s most important needs met. But it’s the hardest because who wants to go back and examine those demons? But if you don’t, you’ll spend the rest of your life, perhaps, running from them. That’s the ultimate avoiding is to say, “I don’t have any issues. I’m done with the traumas. I’m over it,” and, meanwhile, they’re yelling at other people as if they’re yelling at the people who hurt them 30 years ago.

So, if in an organization, we had people who work through those four inner conflicts – energy, physical body, ego versus soul, separate systems versus integral part of me, primal relationships – if people have worked through that, then their consciousness, all their mind, body, spirit, is fully available to contribute to the organization today and tomorrow.

Pete Mockaitis
All right. Beautiful.

Ralph Kilmann
Now, whose responsibility is it? You can say, “Well, people should do their own therapy, their own meditation, their own exercises, their own massages, on and on,” or if the human resource objective is to get the most of the human resources talent in the organization working in the same direction, maybe organizations need to take responsibility to help people develop their mind, body, spirit consciousness, and then make sure that’s brought into the organization.

Pete Mockaitis
Well, yeah, I think that when there’s a great ROI to be had, organizations should just go for it. That’s my take. So, I love it when I hear things like, was it AETNA providing incentives for sleeping enough? It was like, “Right on. Go for it. That’s great. Sleep is important and it makes a huge difference.” So, if it’s a little bit of a nudge or an incentive can improve people’s sleep, which improves their thinking and their creativity, their stress, and collaboration, then I am all for it even if it feels a little weird or different. I think we’re on the same mind there.

Ralph Kilmann
Well, what’s interesting, Pete, is in today’s world, so many people have heard about and experienced meditation, yoga, physical exercise, talk therapy, self-help books, there’s so much out there, and they’re doing it. The problem is often the organizational cultures says, “It’s taboo to talk about that and bring it into the organization.”

And, yet, when I work with organizations and we begin that discussion, and people start sharing their personal journeys, again, they have to trust one another, the culture has to support it, so some preliminary work has to be done, but then, my goodness, does the conversation open up. So, we regularly have these meetings in the organization where we talk about this stuff, and you build bonds and connection and understanding. You develop relationships at a deeper level so that you can solve the most complex problems with your fellow colleagues. It makes a huge difference.

And then you go into an organization where no one’s allowed, based on the culture, to talk about those things. “It’s taboo. We don’t talk about it. The last time someone said they were visiting a therapist, they were laughed at and told that they were crazy. Look, don’t do that again. Take care of yourself. People will hurt you.” People are closed off. Then how can you work together to solve complex problems if you’re so guarded, so defensive, and you don’t know who you are and what brings you bliss?

Pete Mockaitis
Great perspectives, Ralph. Now, can we hear a few of your favorite things, starting with a favorite quote?

Ralph Kilmann
One is by Lao Tzu, and it says, “If you’re depressed, you’re living in the past. If you’re anxious, you’re living in the future. If you’re at peace, you’re living in the present.” And I think it was Oprah who said, “Doing your very best in this moment is the best preparation for the next moment.” So, how do you get present instead of projecting all that junk and unresolved stuff from the past, or being engrossed with fear about what’s likely to happen in the future? Stay present, be conscious, work with people, I think that’s essential.

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

Ralph Kilmann
I guess recently I read a book that really impressed me. It’s a book by Colin Tipping called Radical Forgiveness. Absolutely brilliant. And it’s about the resolution of primal relationships and it’s really saying that even when something bad happens, the spiritual perspective is to look at it and say, “How is this really a gift? What is this showing me that I’ve been unresolved about? Yes, I’m angry. Yes, I’m frustrated. I want to hurt that other person for what he said. But, wait a minute. It’s a gift. What did that person trigger in me that I haven’t yet resolved?”

And then in terms of forgiveness, it’s not even saying, “I forgive you for doing that.” It’s like, “Thank you for doing that. You allowed me to look at something in myself I would’ve never looked at if you hadn’t triggered me. Thank you. It’s a blessing.” And when we can see events in life as spirit giving us an opportunity to further grow and examine, it’s not about being angry; it’s about finding out, “Why did I have that emotional response? It’s a signal that I haven’t developed or resolved something, so let me do that now and become a better person so I can serve others and society more effectively.” That’s radical forgiveness.

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

Ralph Kilmann
A tool? I think of tools in terms of assessment tools.

Pete Mockaitis
All right.

Ralph Kilmann
And besides the TKI conflict model and the TKI instrument, which measures those five, I’ve developed at least 10 other assessment tools. And what’s fascinating, I find, when people say, “Why do you develop those instruments?” I said, I’ll give you a radical statement, even if they’re not entirely valid and no instrument can be entirely valid, when you give somebody a number and say, “This is how you resolve conflict,” or, “This is the cultural issues that concern you,” or, “Here are your beliefs,” you put a number on it and people say, “What does that mean? What number did you get?” they start talking about it.

The beauty of assessment is you personalize the topic whether it’s culture, or courage, or conflict, and then people start talking about it. They want to say, “How did I come out on this? Why did you get a higher score than I did? What does that mean?” It just opens up the dialogue. So, I find, for me, assessment tools that pinpoint something important about people’s lives, either at home or at work, is an opening to get concrete about a topic so we can learn more.

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

Ralph Kilmann
Best would be my website, which is www.KilmannDiagnostics.com. And that has everything on it, and, of course, my recent legacy book Creating a Quantum Organization. There’s nothing else for me to write. It’s all in there. It’s weird for me to say that, Pete, but it’s like I have nothing else to do. I think I’ve completed it. Now, we’ll see what happens in six months, okay?

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

Ralph Kilmann
Yes. Recognize that even though it sounds difficult, can be a little fearful, is look in the mirror because that is the essence of who you are. Discover yourself, love yourself. If you love yourself, all good things will happen, but you can’t love yourself if you’re running away from yourself and everything that’s happened to you. So, while it’s difficult, the rewards are huge for you and everyone that works with you.

Pete Mockaitis
Well, Ralph, thank you. It’s been a real treat. I wish you much luck with your book, Creating a Quantum Organization, and the rest of your fun projects.

Ralph Kilmann
Thank you so much, Pete. It’s always a pleasure to talk about these issues because they drive everything else.

745: How to Handle Bad Bosses and Toxic Coworkers with Tessa West

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Tessa West addresses the seven common types of jerks at work–and how to deal with them effectively.

You’ll Learn:

  1. How to tell if someone is being an intentional jerk at work 
  2. How to identify your particular type of work jerk 
  3. How to tell if you’re the jerk at work

About Tessa

Tessa West is an Associate Professor of Psychology at New York University, where she is a leading expert on interpersonal interaction and communication. She has published over 60 articles in the field of psychology’s most prestigious journals, and has received multiple grants from the National Science Foundation and the National Institutes of Health. She writes regularly about her research in the Wall Street Journal. 

Resources Mentioned

Thank you Sponsors!

  • University of California Irvine. Chart your course to career success at ce.uci.edu/learnnow 

Tessa West Interview Transcript

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

Tessa West
Thanks for having me on.

Pete Mockaitis
Well, I’m so excited to get into your wisdom. It’s a frequently-requested topic, difficult bosses and jerks and, “What do we do with them?” So, maybe we can kick it off by you sharing one of the most ludicrous, hilarious, ridiculous examples you’ve encountered, either directly or through people who want to tell you their story, about a jerk at work?

Tessa West
Oh, yeah, I hear a lot of stories. I actually probably hear more, lately, stories of people who really humiliated themselves in an effort to confront a jerk, you know, crying publicly, that kind of thing. So, probably one of the craziest things I’ve encountered, I’ve encountered lots of jerks, and I’ll tell one of those stories in a moment.

But the craziest thing I’ve ever encountered was I was actually giving a talk, I was giving a keynote somewhere, and it was a whole bunch of powerful people in the room, C-suite for a huge Fortune 500 company, and we’re all going around the room and talking about our goals and listening and all this kind of stuff.

And, all of a sudden, one of the women at the table, one of the roundtables, just started bawling, and she stood up and she grabbed the mic, and she had this whole like speaker truth moment in front of all of her coworkers where she just lambasted them for ignoring her, disrespecting her, stealing credit, basically taking over her, talking over her in meetings, cutting her out of email chains, and stood up there like snot dripping down her face, tears coming out, holding the mic, and just went off on this crazy speech.

And, at some point, the president of the company just stood up and said, “For God’s sake, can someone grab her a box of Kleenex?” and it really destroyed the mood and made it really uncomfortable. And I thought to myself, “This is what happens when we let our jerks at work take over for so long and we don’t confront, and then we just explode on them in these really inopportune awkward situations.”

So, that was kind of one setting where I was just surprised at what happens when people feel like they’re targets of jerks and they don’t actually do anything about it. It just kind of happens like that. Terrible, terrible moment.

Pete Mockaitis
Whoa. Well, did you ever get to find out how things unfolded in the weeks and months afterwards?

Tessa West
Well, I talked to her in the bathroom afterwards. It was very high school. It felt like high school. I went up to her, and I ran into her in the bathroom, and the problem was she couldn’t show her face like in the intermission. She felt so uncomfortable. But, yeah, I did follow up with her and she felt like it sort of helped break the ice to have these conversations.

But, at that point, things had gone so far that she didn’t feel like they could really be remedied. She felt like she had to leave her job, which was crazy because she held this really high-up position in the company, and she just felt like, at that point, no one respected her. Now, they thought she was super histrionic and dramatic so there’s no kind of saving the moment for her.

Pete Mockaitis
Well, I think that is a dramatic story and I think it really is a nice cautionary tale in terms of, this is what can happen if you let things get out of control, even though you may very well, legitimately, be the victim and not at all to blame. If you sort of continue taking it long enough, this might be in your future or other negative outcomes.

Tessa West
Definitely, you don’t want this in your future but it’s possible.

Pete Mockaitis
Yeah. All right. Well, that’s a powerful story to tee this up. Thank you. So, yeah, we’re going to talk about jerks at work. Maybe, could you share perhaps one of the most surprising or most counterintuitive discoveries you’ve made when it comes to your research on the area?

Tessa West
Yeah, I think when most people think about jerks at work, the first question they have is, “How do I confront a jerk at work?” And I actually find in our research that, probably 50% of the time, confronting that person is not a good idea or at least it’s not a good first step, that you need to do lots of other things before you’re ready to confront someone, like collecting data, and finding how why it’s part of the problem, and whether you’re the only victim, and all these kinds of things.

But I also think people are always surprised when I tell them that when you confront someone, you have to think about it like you would confronting your spouse or your child about something they’re doing that they dislike, and kind of use those same strategies – backing into the problem, opening with a compliment or things you want to see them do more of, before you actually talk about the problem behavior.

And people are surprised at that because they think to themselves, “It doesn’t feel like my job to tell someone ‘You’re great’ when they’re terrible.” And I kind of have to remind them that it kind of de-fangs the conversation a little and reduces the threat. But, also, to remind them that no one likes having their flaws spelled out to them in detail. It’s an uncomfortable experience, even people who you think deserve it.

And so, I think we have this instinct to confront, to lay out people’s flaws, to tell them how they make us feel, and I actually don’t think any of those things are good ideas when it comes to confronting jerks at work.

Pete Mockaitis
Okay. Well, that’s intriguing. So, you said half of the time, we shouldn’t do it at all. How do we make that determination and what should we do instead?

Tessa West
That’s a great question. I think it really depends on the kind of jerk you’re dealing with. But often, it’s the case that you might want to talk to someone about your jerk but it’s not the jerk themselves. So, one example of that would be dealing with a kiss-up-kick-downer. So, these are those people that if you work in a competitive workplace, they’re mean to everyone who works with them in the same level or beneath them, but the boss loves them because they bring some kind of talent to the team.

So, this kind of instinct to go and tell them, “Stop bullying me. I know what you’re doing,” kind of what we learned growing up in school to stand up to the bully, so to speak, often backfires because they just get more conniving and more clever in their strategies. And so, confronting them doesn’t really get you where you need to be. You need to talk to your boss about the person, and kind of there are some strategies behind that. But, actually, confronting an intentional jerk often backfires.

Another example of that is a gaslighter. So, if you’re being gaslit by a boss who’s cutting you off socially and building an alternative reality, and they’re doing it for some reason or something they’re trying to hide, going to them and saying, “I know what you’re up to. You’re gaslighting me,” is just going to make them more strategic as well, and so you really have to back out of that relationship, kind of build some protection, build a little bit of a barrier up, find allies and so forth, and get the help of other powerful people to exit that relationship but you never actually want to confront that person.

Of course, that’s not the case for all jerks. Lots of them, you actually do need to talk to. But the ones that are intentionally trying to sabotage you, confronting them and telling them that you know what they’re up to and they should stop bullying you, almost never works.

Pete Mockaitis
And then, yeah, how do we discern whether you’re dealing with an intentional jerk or an accidental jerk, like, “Oh, oops, I’m sorry. I didn’t realize I did that, and I didn’t realize you hated that. Oh, geez. Excuse me. My apologies”?

Tessa West
Yeah, I think that there’s degrees of sensitivity that people have and what they express, but if you really try to understand why someone’s doing what they’re doing, that often kind of provides insight into whether they’re intentionally being a jerk. So, for example, if someone is stealing credit, you can tell if you work in a team or in an organization where everyone is just throwing ideas in the air, it’s really disorganized, and then in the end you try to grant credit.

Credit-granting and mis-granting kind of often happens in these teams. And, usually, when we’re the target of that, we feel like someone stole our credit but, often, that’s not really the case. It’s kind of part of the process of us being disorganized and people not keeping track of who said what. So, in situations where’s there’s ambiguity around behaviors, there’s lack of role clarity, we don’t really know who’s suppose to be doing what, who’s in charge of what, that’s where you often get things like free-riding and credit-stealing that might not be necessarily motivated to torture people or ruin people’s lives, but more kind of a product of the situation.

Kind of the most classic example of this is micromanagers. We often think they’re trying to torture us and they don’t trust us, but more often than not, they’re micromanaging because they’re not being managed properly because they were promoted, because they were good at your job not managing, and there’s a lack of clarity from above on what they should be doing.

So, if you kind of look at the origins of their behavior in combination with the context in which you’re working, you often get insight into just how intentional this behavior actually is and how much of it is just we work in a place where there’s such, this kind of lack of clarity about what’s going on that this kind of accidental jerkery can happen.

Pete Mockaitis
Yeah, that’s handy. And I’m sure it varies so much but I’ll try to put you on the spot nonetheless. Do you have a sense of roughly what percentage of the time when we perceive jerkery? Is it intentional versus misunderstanding, disorganization, some other factor?

Tessa West
So, is your question, “How often do we think that someone is being a jerk because of intention?”

Pete Mockaitis
I guess when we perceive, when we suspect someone is a jerk, what proportion of the time is that actually the case versus “I’m misunderstanding”?

Tessa West
Yeah, I think I’m going to answer your question in two ways. First, almost no one admits to being a jerk so no one thinks they’re being a jerk. Second, almost everyone thinks if someone is being a jerk, they’re doing it on purpose. So, we have this bias to attribute people’s terrible behaviors to their individual personalities, so we almost always think that someone is doing it intentionally. I’d say probably 50% of the time they’re not.

And, in fact, I talk about some extreme cases in my book, like the gaslighter, but those are actually fairly rare. What we usually get is kind of low-level stuff that occurs under ambiguous situations where we actually don’t know the root cause of the behavior but we assume it’s because they’re a jerk, and they’re intentionally trying to be a jerk. So, I think most of us believe that but, probably half the time, there’s not really much intention behind it. If anything, people are just completely misguided in what they think is a good idea often at work.

Pete Mockaitis
Okay. Well, you mentioned a few of the types of jerks at work, and, in fact, you’ve got a listing of seven. So, maybe for completeness’ sake, could you give us the quick definition of each of the seven, like the name, the definition, and perhaps a quick do and don’t for each of them?

Tessa West
Sure. So, the first is the kiss-up-kick-downer, so I mentioned this one before. This person is horrible to everyone at the same level as them or beneath them but the boss loves them. And so, a do for dealing with these folks is do try to find an ally who’s a little bit outside of your immediate social network who can connect you to other victims so you can learn how widespread the problem is.

Then once you have that information, you can go to your boss to talk to them about it but we can much more convince them they should do something if they think there’s other victims. Don’t try to confront this person and tell them that you know what they’re up to and you’re going to tell on them. They know that they already have the approval of the boss and that they have the upper hand, so doing that is just going to make them even tricks-ier than they already are.

The next one is the credit stealer. So, these tend to be our friends, our confidants, sometimes even our bosses or managers, and what they do is steal credit for your ideas and for your hard work. And I think these folks are often really difficult to deal with because sometimes it’s intentional and sometimes it’s not. So, do pre-processes to help make it really clear from the onset who’s done what work so that it really kind of nips credit-stealing in the bud. Credit-stealing is borne out of bad processes. It’s not usually the product of a person who’s trying to steal credit. These people have to thrive in these situations.

Don’t accuse a credit-stealer of stealing credit. So, this is one of those examples where the minute you accuse them of credit-stealing, probably 80% of the time, they’re going to come back and say that they did more work than you realize they did because we all have a bias to think we contributed more than we actually did, so you’re just kind of in a conflict with these people if you do that.

The next is the bulldozer. So, these people tend to hold power and status at work. They talk over everyone, they’re loud, in the age of Zoom, they’re the ones whose camera takes up the whole screen, the rest of us kind of zone out when they talk, but they also go behind the scenes to kind of pull levers of power. So, if they don’t like a decision the group is making, they’ll go to the boss or the boss’ boss and kind of talk them out of siding with the group.

So, one thing that you don’t want to do is just try to trample down or stomp down on a bulldozer. What you want to do instead is redirect them. So, use that attention that they have, that loud-mouthiness, to actually echo contributions of younger people. And when you do this, it actually makes them kind of feel a little bit more included. You also have to go behind the scenes a little bit and talk to that boss and talk to the boss’ boss as a group to kind of even out the different perspectives that they’re hearing.

The next one is the free-rider. So, this is the most common type of colleague that we have. These people have charisma for days, they tend to be really well-liked, they take advantage of their social skills to get away with doing nothing on teams. And so, our tendencies to want to confront them and accuse them of free-riding and doing nothing, but like some of the other jerks at work, when you do this, what ends up happening is they’re already disengaged, now they feel shamed so they’re going to disengage even more. They’re going to pull back even more.

And I could tell you an interesting story of a free-rider I know who did this exact same thing. What you want to do instead is to re-engage them, is remind them of why you wanted them on the team in the first place. What about them did you like? Were they creative? Did they help sort of provide socially groove, whatever it is? And then get on a really clear schedule of how you’re going to get them re-engaged back in the team. So, don’t listen to things like vague platitudes, “Oh, I’ll make it up to you, I promise.” You need like a week-by-week exact strategy of how they’re going to do it and what they’re going to do.

And then the next three chapters are about managers. So, micromanagers who are really common at work, these folks tend to have top-down control over everything you do no matter how small or big, and they do it equally to everybody. And so, our tendency with these people is to go to them and tell them how they make us feel, “You’re smothering me,” or that we don’t trust them. But the reality is, these usually aren’t the issues behind micromanagement.

So, instead of doing that, do have a conversation about higher-level goals, what are your goals and what are theirs, and you can kind of back into the micromanagement, but the problem is that you’re misaligned on what you should be doing at work. You want to come up with a plan of how to actually become aligned. The best way to do that is to have specific goals and then weekly check-in meetings or that 15 minutes to stay on task. A lot of us don’t want to engage more with a micromanager but that’s the best thing to do because it gives the relationship structure.

Then we have the neglectful boss. They’re kind of the opposite of the micromanagement coin. So, these folks tend to do this disappearing act for weeks, sometimes months at a time, but then they freak out and they panic that they’re out of the loop, so they show up at the last minute and then they micromanage you at the worst time. They create massive amounts of uncertainty because you don’t know when they’re going to show up.

So, our tendency for these folks is to tell them that they need to meet with us, that’s it’s an emergency, write these emails that say in all caps and bold, “URGENT. CALL. I NEED TO MEET NOW.” But, instead, what you need to do is two things. Offer to offload some of their work to kind of re-engage them. Some of the work that they’re doing you could do more efficiently. And then the other thing that you want to do with these guys is actually give them a longer period of time in which they can set up meetings with you. So, instead of 24 hours, give them two weeks because they’ll be less stressed out, they’ll be more likely to engage.

And then the gaslighter. So, these are the kind of really sinister sociopathic jerks at work who lure you in either with the promise of being a part of something special, a little bit like a cult leader, or the threat that if you don’t what they say, you’re going to get fired. And then they isolate you from everyone at work and they create an alternative reality.

So, what you don’t want to do is tell them you caught them lying, that you know what they’re up to, and what you do want to do is document everything they do, don’t have any meetings that don’t end with kind of minutes taken at the end that you send to them. You want to make sure you do those things. And then you need to build up your relationship brick by brick. The thing that they actually intentionally destroy, you have to recreate.

And then you’re going to go to your allies and actually get them to help you form connections with other people in power who can help you exit out of this relationship, but you can’t do this one alone. You absolutely have to rely on your social network at work to escape a relationship with a gaslighter.

Pete Mockaitis
And when you say create an alternate reality, I imagine there’s many ways you could accomplish that. Could you give us a rich story that brings it all together?

Tessa West
Yes. So, a couple of the stories that I talk about in my book are related to idea theft. So, sometimes what happens at work is you have someone who used to be really special, who used to be kind of at the top of their game and really creative, and everything was going well for them, but then just one day, things dry up.

And so, I’ve heard this story, I’ve heard it in marketing, I’ve heard it in academia, I heard it in business, industries that require creativity, one day the boss just doesn’t have it anymore, and they panic and they don’t know what to do. And so, what they end up doing, or at least in the examples I talk about, is they start stealing ideas from other people.

They start downloading documents on shared Google Drives. The idea theft kind of starts out small with maybe a little suggestion of what to do that they haven’t thought of, and over time, they have completely built this reality of coming up with something new and novel that they really just stole from another person.

And, in the example I talk about in the book, the person who’s on the receiving end of this gaslighting believes that their manager or their boss has put together this new creative project, this kind of groundbreaking marketing plan and, in reality, it was all stolen. But the gaslighter had to create a whole bunch of lies so that person wouldn’t detect the stealing. They wouldn’t know that Google accounts were hacked and that kind of thing. And the way they do that is they make sure they don’t talk with these other people who are actually coming up with these ideas. They’re totally isolated from kind of the creative energy of the team and then they’re able to get away with it.

In academia, this has happened a bunch, and in science where people make up data. A couple professors have gone down pretty hard for not just making up data but making up staff that ran the data…

Pete Mockaitis
Like, whole persons. Like, inventing names and…

Tessa West
…fake people who collect these, all this crazy stuff. But you had to be gaslit to really even believe any of these crazy kinds of alternative lab world with fake employees and fake data, and the only way that they accomplish this, down to like fake names, fake interviews, fake pictures, is because they never actually interacted with anyone at work that would tell them, “That’s not a real person. No one has ever seen them around.” So, it takes quite a lot to have fake employees and fake ideas and all of this kind of stuff. It takes really having no interaction with other people who could ever fact-check that stuff.

Pete Mockaitis
Wow, yeah, that’s intriguing. And so, that’s an alternative reality alright with all sorts of details and inventions. Okay. And you said you had a free-rider story as well. Do tell.

Tessa West
Yes, so kind of the one lesson I’ve learned about calling out free-riders is these individuals tend to be very socially sensitive. They get away with free-riding because they’re well-liked and they can make good dinner reservations and they know all the gossip. So, what happened in my situation was we called out a free-rider, told this person we knew they weren’t doing anything, thought because they were socially motivated and cared what we thought that would get them to re-engage, but it was just the opposite.

And he felt so uncomfortable in meetings that what he did was he set his cell phone to ring, to pretend ring, at the last 10 minutes of the meeting so that he could exit the room before everybody else did so he didn’t have to talk to anyone. But it was the sound on an Apple iPhone of the alarm so we all knew it wasn’t a real ring. It was just the alarm going off, but he would pick up his phone when the ring went off, and say, “Hello? Oh, I’m sorry, everyone. I have to leave a few minutes early,” and leave so that he didn’t have to interact with us.

And I kind of realized later that that was kind of motivated by this extreme discomfort with hanging around too long with team members that had kind of shamed him for doing nothing, and it backfired. It was really hard to re-engage him once we had done that. He had pretend phone rings going off so he didn’t have to talk to us.

Pete Mockaitis
I see. And so then, the better plan is to get a very specific gameplan in terms of, “These are your tasks over the next few weeks that you’re going to be owning,” and then it’s kind of like black and white there.

Tessa West
I think it’s black and white. I think the first step is to re-engage them by saying, “We miss you so much. These were all the great things that you brought to the team,” even if it pains you in your role and your rolling your eyes the whole time, kind of reminding them why you liked them, really helps kind of get over that hump, and it helps them with that shame feeling of being called out.

There’s this great research on free-riders showing that even if you show them evidence of their free-riding, they almost never admit it. And so, this is something that just people don’t ‘fess up to. So, actually, you don’t want to end up in this debate with them over whether they did it or not, how bad of a person they are or a team member. You really just want to talk about, “What we’re going to do moving forward, but also what we want to see more of out of you, what we really like, and wish that we had more. We miss that kind of thing.”

Pete Mockaitis
Yeah. I’m thinking about some free-riding experiences, and it was kind of odd that it’s sort of like there is incontrovertible evidence, like, “So, in your timesheet, you marked this amount of time, and, yet, here we see in the Skype notes how long this meeting actually took with me, and yours is much longer.” It was really weird actually.

Tessa West
Yeah, it’s really disconcerting when someone won’t admit to something that’s so obvious. It’s like they’re five years old and their face is covered in like brownie batter, and they’re like, “I didn’t eat the brownies.”

Pete Mockaitis
And let’s talk about just that concept. I’ve got a buddy, and we’ve talked about this a few times in terms of, I don’t know what the construct is. Is it humility, self-confidence, something? But in terms of like I have enough humility to know that I’m wrong. I make mistakes. I misperceive things. And I often realize that there are multiple sides to each story, etc.

And, yet, so if someone comes out confidently saying something that doesn’t seem quite right to me, I can be like, “Well, that doesn’t quite seem to check out but, boy, they seem so confident about that.” Like, I tend to just almost fall for it. And then, I remember once I was having a steak dinner, and I thought, “This is weird. This doesn’t taste very good.” And I love steak and the restaurant seemed expensive enough such that it should be good. And I thought, “Huh, so there must be something wrong with my sense of taste or smell. Maybe I’ve got COVID again.”

Tessa West
Again.

Pete Mockaitis
And then I thought, “Well.” And I said, “Well, that’s interesting, Pete.” Like, I’m here talking to myself internally, like you question your very ability to perceive things rather than…I guess I just give people the benefit of the doubt, like so aggressively until it’s like I’ve got multiple incontrovertible points of data, and it was like, “Nope, you’re dead to me.”

And so, I don’t know. Help us out, Tessa. If we’re just too nice, forgiving, proactive benefit of the doubting, humble, easily swayed by a very confident talker with something that doesn’t quite seem right, how do we recalibrate?

Tessa West
Seem Pollyannish. So, first off, you’d make a great gaslighter victim. They would love you because they’ll make you feel really special, and that’s kind of the first move of the gaslighter, and you’ll buy it and think, “This person is so positive and encouraging. They give me so much attention,” all of these wonderful things make you susceptible.

But I would like to kind of walk up to you and whisper in your ear this one fact that you’ve got to keep in mind, which is ability to read people, an emphatic ability, and confidence in that ability are correlated almost zero in the real world. So, if you encounter someone who comes across as super confident and knows what they’re talking about and has really strong opinions, that’s probably completely uncorrelated with their actual abilities.

In fact, some people are great and think they’re terrible, and some people are terrible and think they’re great. There are very few things in social psychology with such a weak correlation as ability, actual ability to perceive and read people, and your confidence in doing so. But we still think that confidence means competence. We mix them up all the time. It’s a really common thing people do, but those two things are also completely unrelated. In fact, there are some stats that are showing they’re negatively correlated. The louder you are, the less competent you actually are.

Pete Mockaitis
Okay. Well, appreciate that whisper and that’s handy in terms of gathering that. And so then, if we find ourselves in that situation, is there a great next step in terms of getting, I don’t know, is it just like gathering some evidence, or doing a test, or talking to somebody? It seems like a little extra dose of information could be very handy.

Tessa West
A dose of information and don’t kind of follow the temptation of talking to your best friend at work who you see as your kind of shared-reality person. So, most of us have, if we’re lucky, one person at work that we’re always on the same wavelength with that we can talk to them after a meeting, and say, “That felt really weird, right? Like, that interaction between Bob and Jen was strange.” So, our temptation is to always go with this kind of good friends and confidants.

But what you actually want to do is go to people you don’t know that well, those who have a lot of connections with others that are outside of your network because they can give you a real reality check of how widespread the problem is. And for people who are targeted by jerks, the best thing to do is to talk to others who used to work with that jerk and have since left for whatever reason because they’re just more likely…they have less to lose, so they’re more likely to open up, so in so far as you can form any of those kinds of connections.

Sometimes I talk about, a little bit in my book, the surprising connected people. So, when I worked in retail, it was the person who worked at the coffee shop because everybody went there. But now that I’m in academia, it’s actually the IT people who fix people’s computers because they really know what’s up, like they know who’s actually rude and nice and all the juicy stuff on their computers, which isn’t relevant to me but they tend to actually know everybody more than other professors do.

Pete Mockaitis
Oh, that’s true, if they’re rude or nice in terms of like, “Hey, fix this, jerk,” versus, “Oh, thank you so much.”

Tessa West
Some people are really kiss-up-kickdowners. Yeah, they’re so nice to other professors but they treat the IT people like trash. And I actually learned a lot about those folks and what I wouldn’t trust them with just based on that information.

Pete Mockaitis
All right. Well, tell me, we talked about the last three categories, those are bosses, do we play the game any differently when it’s our boss versus just another colleague?

Tessa West
I think so. Some of the basic communication points I’ve made of opening with a compliment or strength and focusing on the behavior, those are really true for everybody. I would say that people almost never give upward feedback to a boss, so people are incredibly uncomfortable having these conversations with bosses, and your tendency is to confront people who are at the same level as you and to just never do it with a boss even if in an exit interview on your way out.

So, I would say that I think it’s not so much that we need to approach this differently because of the status difference, that matters, but it’s more that we have to learn how to confront people who are higher status than us, and we almost never do. So, we have a lay theory that you’re allowed to do certain things with people who are the same level as you or below you, but you’re not allowed to do them if they’re higher status than you.

And I actually think that’s a bigger problem that we need to break, is that we need to learn how to ask for and give feedback to everybody kind of regardless of the level because if we kind of operate with this lay theory of, “It’s cool to have radical candor with your teammate but not your boss,” that’s not going to solve most of our difficult problems at work. And even when you talk to a boss, you’re usually complaining about someone at the same level so you’re still kind of doing it. So, I do think that that matters a lot.

I would say, though, that when it comes to complaining about powerful people, it really helps to have other powerful people on your side who aren’t emotionally invested in the problem. So, in so far as you can connect with other leaders to get their advice, other managers, it really helps to form that kind of network at the top even if it’s just a quick feedback conversation you have with them so they know where you’re coming from, can give you some advice on what works and what doesn’t.

Pete Mockaitis
All right. And then, if things are really nasty, what do we think about in terms of talking to HR, quitting? How do we think about those decisions?

Tessa West
I try to avoid the real egregious stuff in my book, the HR-related stuff, because I think, for the most part, if it’s really terrible in an objective law-breaking way, so Title IX, MeToo, like harassment, those are more straightforward to deal with because people are actually violating their contracts, but HR does not care about the low-level stuff.

In fact, I have dealt with HR a lot as a leader in my department at NYU, and they just like tell us to deal with it ourselves, and then call us complainers if this stuff comes up. So, their bar is really, really high for stuff to care about, and you got to keep that in mind if you want to complain to HR, that nine times out of ten they’re going to say, “This is a little low-level for us. They’re not violating anything. It sounds like you just have some conflict,” but obviously they’re actually abusing you and violating rules, that’s different, but most of the time people aren’t, and that’s kind of an interesting phenomenon where people often claim, “I’m going to report you to HR.”

I had this happen to me because I told him, I told someone not to send an email and he did, and then he told me I was going to report him to HR for complaining about the email. It was so stupid but it’s kind of an empty threat nine times out of ten because HR is busy with the real stuff.

Pete Mockaitis
Okay. Good to know. And then, in terms of leaving, like when do you think it’s severe enough, like, “You know what, this environment is ugh”?

Tessa West
It’s kind about, yeah, breaking up at work is hard, and I think this is something we don’t actually talk enough about, how do we decide when to leave. I think there’s a couple clues. So, the first is figuring out whether your jerk is intentional or not. Are they even aware of the problem? And some jerks that we talked about, like micromanagers and sometimes even bulldozers, aren’t totally aware of just how destructive they are. So, are they aware? So, you go to find that out.

And then you’d have to find out if they have the goal of actually engaging in change. So, are they motivated to change? We know from the close relationships that are, for instance, that if you have conflict in a marriage and one person is motivated to change and the other isn’t, you’re headed for a divorce. There’s really nothing you can do about it unless that person has that motivation. So, you need to find out whether they’re actually motivated to change or they’re just defensive and think there’s nothing wrong.

And then the third thing is what’s the environment you’re working in? Is it a breeding ground for jerks? Not all environments are sort of equally fertile for jerks at work. Some really encourage it, or at the very least don’t do anything about it, and others are really strategic and systematic about making rules and policies that make it hard for jerks to thrive.

So, ideally, you want to work in a place where it’s not super fertile ground, you don’t have this sort of dog-eats-dog hyper competitive culture that encourages things like kiss-up-kickdowners, you don’t have absentee bosses at the top who don’t care what happens. You want a place that’s like a barren desert that these jerks can’t thrive in. So, if you have kind of the ideal environment, plus accountability, plus willingness to admit, or at least understand the problem, then you’re in a much better place. But if those things are missing, then I think it’s actually really hard to stay in that job.

That said, I do worry a little bit about people leaving jobs because of jerks, especially right now. We’re seeing this with the Great Resignation because just because you leave the job doesn’t mean you’re going to find it any better in another place, and you haven’t really developed skills of dealing with this stuff. So, at least, try some of these things first before you’re ready to move on.

Pete Mockaitis
And that’s actually a really great place to be, well, it’s very unpleasant to be. But in terms of if you feel like you’ve got nothing to lose, and you’re ready to leave, or rather than leave right away, try some things, and if they didn’t work, it’s like, “Well, hey, nothing lost. I was ready to be out the door anyway.”

Tessa West
“Nothing lost. I learned what works and what doesn’t.” I’m all about at least you could put forth the effort and you learned something along the way. You learned what strategies might help you in the future. Jerks at work aren’t going anywhere and we can’t control who we work with. And so, this idea that you’re going to go to like a grass-is-greener job, I think, just doesn’t really exist. I think it’s an illusion that a lot of us have. Just wait two weeks, you’ll meet a new jerk eventually, so, yeah.

Pete Mockaitis
And how might we come to conclude that we are, in fact, the jerk at work?

Tessa West
Yeah, no one thinks that they’re a jerk. I have this survey on my website, it’s my book, called “Are you a jerk at work?” And you can take my quiz and get feedback. And I had about, the first hundred people that did it online, 90% of people thought they were the ideal coworker. That can’t possibly be true. I think most of us see ourselves in a pretty glowing light but there’s a couple things you can do.

I think if you’re a leader, you can really look out for your Achilles’ heel at work. What are your weaknesses? What’s the version of you that happens when you’re the most stressed out, getting the least support, and the most sleep-deprived that you are? And all of us have kind of these emotional tendencies that can lead to jerk behavior.

So, if some of us are really anxious, we micromanage. It makes us feel in control. Others of us when we get anxious, we really disengage, we free-ride, or we’re a neglectful boss. So, you got to know what those little triggers are and then you have to put steps in place of what you’re going to do when you experience those triggers. It’s a lot like having a behavioral therapy.

You can’t control the triggers but you can control how you respond to them, and I think it’s really important to learn those and then replace them with healthier behaviors. Don’t just tell yourself, “Don’t do that thing.” Actually, replace it with something else. But they key here is if you hold even just a little bit of power, no one is going to tell you you’re a jerk. It’s rare.

I give people these strategies because no one feels comfortable confronting. Nine times out of ten, you’re never going to find that out in a direct way. You’re going to have to play detective by figuring out who seems disengaged from you, who used to show up and doesn’t anymore, so these kinds of things so you have to really look out for those subtle behaviors in other people.

And then, certainly, if you ask them if you’re problematic, they’re also going to tell you no, so you have to ask them about your specific behaviors. But I really think a lot of this has to do with knowing your own triggers and being honest with yourself about what the worst version of you looks like, and we all have that version.

We probably all saw that version during the pandemic come out at some point, and then just admitting to yourself, “These are my triggers, this is what I do, this is the worst version of me. Here’s how I act. Let’s figure out what I’m going to do instead the next time that trigger comes along and makes me feel that way.”

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

Tessa West
I’d say that if you feel like you’ve been a jerk, it’s okay. You’re in good company. We all have the potential to sort of be both on the receiving end as well as the giving end of these things. And I really want to kind of normalize people talking about and thinking about these jerky behaviors because I think they’re super common, and don’t feel like you are the only one who’s ever been targeted, or the only one who’s ever acted this way. We all have the potential to do these things, and I think it’s just all about learning smart, short, simple strategies on what to do about it.

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

Tessa West
You know, I had a really hard time with this one. You’re not going to like this quote, so, “Every body on Mt. Everest was once a very motivated person.”

Pete Mockaitis
Well, it is provocative, so.

Tessa West
My friend Annie Duke is writing a new book on how to know when to give up. You would think with trying to promote a book where it’s all about showing initiative to deal with jerks at work, I wouldn’t be pro giving up but I do actually think it’s a really provocative topic of knowing when you’ve tried all the things and it’s time to throw in the towel.

And I think, especially, and you brought this up, when we’re dealing with conflict at work, when is it time to move on? When have you done everything you can on being able to read the situation enough? So, like this little meme pops up in my social feed, and it just reminded me of this kind of important point that there is such a thing as a sunk cost when it comes to dealing with these things.

Pete Mockaitis
Oh, thank you. Well, we’ve had Annie Duke on the show twice, so I’m totally looking at the release date, October 4th. Okay, hopefully, we’ll have her around then for her three-peat.

Tessa West
She’s fantastic, yeah. Nice.

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

Tessa West
My favorite study was one done by Wendy Mendes, who’s a social psychophysiologist at UCSF. But what she did was she had minorities and whites, I think they’re African-American and whites interact with each other, and she found this really interesting effect where white people engaged in these over-the-top friendly overtures, and they do this the most when they’re the most stressed out physiologically.

So, she identified this phenomenon called brittle smiles, which is the harder you try to be nice and overly smile and overly ask someone how they’re doing, the more stressed out you are physiologically. And it’s a great mismatch between body and mind and face, but I love it because I study communication. It just shows what a hot mess we often are and why it’s so confusing to interact with people.

Pete Mockaitis
I think that’s so hilarious on so many levels. Alright, first of all, is it only white people?

Tessa West
It’s whites and African-Americans, so we don’t know if everybody does this but I’m assuming they do. It’s a pretty general phenomenon.

Pete Mockaitis
All right. Well, when you said white people, that reminded me of this episode of “Community” in which the character Elroy Patashnik, this like VR scientist says, “I’m addicted to encouraging white people.” And so, he’s just like, “This man knows what he’s doing.” So, he just says these like throwaway phrases that just make people feel good.

And it’s funny, I do the same thing with my kids when I’m feeling stressed, and I was just like, “Oh, my sweet angel, would you like some macaroni and cheese?” And it’s almost like I’m trying to soothe myself or it’s like I’m…

Tessa West
You’re self-soothing.

Pete Mockaitis
Or it’s like I’m unleashing my anger in a way that I hope they can’t perceive quite yet because they’re two and four and they don’t pick up.

Tessa West
They totally can, by the way.

Pete Mockaitis
Uh-oh. All right.

Tessa West
A second favorite study of mine. And we stressed out parents, dads and moms, and we put them through the three-year test, which was super stressful. And then we reunited them with their kids and had them play, and the kids picked up the stress from the parents, and they showed physiological synchrony with the stressed parents, and they act more avoidant with like a new person, they were more withdrawn. And this was as young as six months old, kids start to show this, so we do actually leak all that stuff out.

And, here’s a little tidbit for you, the more you try to suppress it, the worst it gets. So, just like go home and be an a-hole to your kids. That’s better. I have an eight-year-old, I get it. You’re stressed, you’re like, “Hey, want a cookie?” and they’re like, “Mom, why are you acting so strange?”

Pete Mockaitis
“Dada is feeling frustrated because it’s 3:00 a.m. and still dark outside, and he’d like for you to go back to bed. Okay? Thank you.” All right. And a favorite book?

Tessa West
Ooh, that’s a hard one. Children of Time it’s a sci-fi book by Adrian Tchaikovsky. I probably butchered that. I almost exclusively read sci-fi. So, this book is about spiders on a new planet that have evolved to be super intelligent. And it’s really all about status and power and mind-reading other species and what they’re going to do. It’s the best social psychological book I’ve read on power and status about spiders.

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

Tessa West
My Google Calendar Excel spreadsheet that allows anyone who’s close to me to just write down when they want to meet in a 30-minute window, and it has saved me tons of time, and it’s also made it possible for people who are less comfortable bugging me to just go on and reserve their time. So, what I found is the people who are the most comfortable kind of nagging me for time tend to come from like really high social-class families where they learn to just push their way through things.

Whereas, the first-gen students don’t do that. They feel rude. And it just creates this kind of mismatch between who has access to me and who doesn’t. But if you get the Google link and you can just sign up, it’s kind of this great equalizer among all my students.

Pete Mockaitis
Cool. And a favorite habit?

Tessa West
When I have feedback conversations, I always end them with, “Do you have any feedback for me?”

Pete Mockaitis
That’s good.

Tessa West
And then they look shocked and they don’t know what to say but they get used to it after about the third time.

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

Tessa West
One thing that resonates with people is power and status is established within the first minute of a team and often very subtly. So, it doesn’t take much to establish yourself as a leader. Something as simple as having everyone go around the room and say their names will often work. And people find this to be surprising but really effective if they want to actually assert themselves in a team.

Pete Mockaitis
All right. Well, that feels like a whole another podcast conversation. But while we’re on the subject, okay, what are the top things I can do to appear powerful and high status in my minute? So, is it just like introducing myself powerfully or by being the guy or gal who says, “Hey, how about we all introduce ourselves?”

Tessa West
Yes, that’s right.

Pete Mockaitis
I should ask for the intros and that makes me powerful.

Tessa West
It does because here’s what happens, especially if you don’t know each other well, the person who asserts himself as the organizer of the group, not the person with the loudest opinions, the strongest voice. The person who says, “Let’s go all around the room and say what our names are. Okay, everyone, let’s get together and organize these applications. I’ll take A through D.” That person, all of a sudden, everything else they do is seen through the lens of leadership, all their other future behaviors, because they’ve established themselves as a non-self-interested leader from the get-go. They’re actually interested in the wellbeing of the group.

The next piece of advice I would give you is don’t try to convince people by talking for a really long time. My favorite rule is what Marty Nemko calls the stoplight rule. So, you have 30 seconds to make a point when your light is green. In 30 seconds, it turns yellow and people are hoping you wrap it up. At the minute mark, you’re still talking, they’ve minimized you and they’ve gone to shopping online. They’re not even going to listen to you anymore, so less is more.

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

Tessa West
TessaWestAuthor.com.

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

Tessa West
Yeah, I’d say normalize talking about jerks at work. If you have power, open up these conversations with a tale of your own jerkery and what you did to realize that you were off-kilter at your job, and that will really help other people feel much more comfortable in admitting their own mistakes.

Pete Mockaitis
All right. Tessa, this has been fun. Thank you and keep on being not a jerk.

Tessa West
Thank you. You, too.

717: How Logical and Sensitive Professionals Work Best Together with Devora Zack

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Devora Zack says: "Work with rather than fight against your own natural personality."

Devora Zack shares approaches to understand a key personality trait–in yourself and others–so thinkers and feelers can thrive together at work.

You’ll Learn:

  1. How to tell if you’re a cactus or a snowflake 
  2. The leadership style that harms motivation
  3. The platinum rule for giving feedback 

About Devora

Devora Zack is CEO of Only Connect Consulting, a Washington Post bestselling author, and a global keynote speaker with books in twenty languages. Her clients include Deloitte, the Smithsonian, Delta Airlines, the FDA, Johns Hopkins, and the National Institutes of Health. She has been featured by The Wall Street Journal, USA Today, US News & World Report, Forbes, Cosmopolitan, Self, Redbook, Fast Company, and many others.

She is the author of Managing for People Who Hate Managing, Singletasking and her upcoming book is called The Cactus and the Snowflake at Work: How the Logical and Sensitive Can Thrive Side by Side, releasing November 2021. 

Resources Mentioned

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Devora Zack Interview Transcript

Devora Zack
Thanks for having me back. It’s a pleasure to be with you again.

Pete Mockaitis
Oh, boy. Well, I’m excited to dig into your work here, The Cactus and Snowflake at Work. I’ve done a number of Myers-Briggs workshops in my day, and so I’m digging what you’re talking about. Can you maybe share with us what’s sort of overall the big idea or main thesis here?

Devora Zack
The big idea of this book is that some people lead with their heads and some people lead with their hearts, and they can really get on each other’s nerves. However, with the right set of tools and understanding of different personality styles, we can be each other’s best friends instead of worst enemies.

Pete Mockaitis
Okay. Well-said. And so, can you maybe share with us, for starters, something that was particularly surprising or counterintuitive that you discovered in putting together this work?

Devora Zack
I’ve actually been really interested in this dimension of personality for many, many years, and, as you know, I’ve written a couple books that feature introversion and extroversion, and those are better known in the general culture than thinkers and feelers, so I really was excited to come out with a book with a different focus about thinkers and feelers. However, since those terms aren’t as well known, we decided to give the more playful terminology and called them cactus and snowflakes.

Pete Mockaitis
And so, the cactus, being the thinker because they might be prickly or blunt, and the snowflake, the feeler, because they may have hurt feelings. Is that the premise here?

Devora Zack
I’ve identified three main distinctions between these two. The cactus, who leads with his head or her head, tends to be more logical, analytical, and direct. And the snowflake, who leads with his or her heart, tends to be more sensitive, empathetic, and diplomatic. One thing to keep in mind is that everyone has bits and pieces of both of them, so it’s not that there’s just two clear-cut types of personalities, but envision a continuum, a line where people are somewhere along the middle. A few people are at the far ends, but most of us can identify to a greater or lesser extent with both personality dichotomies.

Pete Mockaitis
Certainly. That totally resonates. And I guess I’m curious, if folks are in one camp and then the other, what might be some mistakes that they make, they don’t even know they’re making, like a straight up blind spot, like, “Oh, I had no idea that I have offended you in this way or overlooked this key thing”? What are some real watchouts that each type should look out for?

Devora Zack
Well, one watchout is to think that people are all basically the same. In fact, people are dramatically different from each other in terms of how we live in the world and how we experience the same situations and how we communicate. So, a mistake many of us make is that we tend to use what would motivate us to try and motivate others or to build rapport with us to use that on others when, in fact, often what would motivate you, if you’re a different personality style than me, is completely opposite of what I would be motivated by.

So, I introduced the big two in this book along with a bunch of other ideas and tips and techniques. The big two is to observe and ask to figure out what someone else’s preferences are, and then to calibrate your communication to meet others where they’re at.

Pete Mockaitis
And so, when we’re observing, what are some of the key things we should be on the lookout for, some telltale signs that are helpful?

Devora Zack
One is the types of words people emphasize, the language people use, and I have a whole translation section in the book. However, at the most basic level, cacti tend to use the word “think” more often, and snowflakes tend to use the word “feel” more often. And in our English language, they’re mostly interchangeable. You can say, “Well, what do you think about that podcast?” “Oh, I felt like it was really interesting and enlightening.”

So, just listening, at the very beginning of learning how to flex your style, that’s what I call meeting people where they’re at, is to just notice and observe who uses “think” and uses “feel” more often, and then to match that language whenever possible. If you’re, let’s say, presenting to a large group, you can assume there’s cacti and snowflakes within the room, and you want to practice integrating both types of language into your presentation so that you can connect with as many people as possible.

Pete Mockaitis
That’s really an interesting point there in terms of just the language itself, there’s, “I think this,” “I feel that,” because a lot of times when people say, “I feel this,” it’s not actually an emotion that they’re identifying. It’s like, “I feel like we’ve been spending a lot of money lately.” It’s like that’s not an emotion. That is a thought and, yet, if someone who, a cactus, who prefers thinking would be more likely to say, “I think we’ve been spending a lot of money lately,” versus the snowflake who prefers feeling would be more likely to say, “I feel like we’re spending a lot of money lately.” And that’s really intriguing that we’re expressing the exact same thing and yet there’s a clue as to how we may be oriented in and working with the world around us.

Devora Zack
That’s right. And that’s the tip of the iceberg. We can also look at how people decorate their homes or offices, and you can do that even if you’re Zooming or working remotely. You can also calibrate how you envision or experience a situation against how others do.
Another important concept that I introduced in this book is what I call the non-event. And what that means is that something that could be a big deal to me, if I’m a snowflake, might be a complete non-event to you as a cactus. So, we may walk out of a meeting and I may think, “Wow! Everybody sure fell apart in that meeting. We’re going to have to start from scratch.” And you might respond by saying, “What are you talking about? It was totally productive. It was fine.”

And it’s easy to be judgmental to each other around that and think that each other is wrong, or insensitive, or too sensitive, when, in fact, what one person picks up on may be completely a non-event to the other person as if it didn’t even happen. Similarly, if a cactus and a snowflake are walking along together, and one of them maybe ignores the other one for a few minutes, then one person could be really offended, and the other one was thinking, “What are you talking about? We were just walking quietly.”

So, non-events are very big deal to look out for in the world to figure out if you and other people are on the same wavelength.

Pete Mockaitis
Well, that’s interesting. Thank you. And so then, I’m curious, let’s say you got a clear sense, “Okay. Hey, I’m clearly a cactus,” or, “I’m clearly a snowflake,” and then, “I’m interacting with someone who has a differing preference,” what are your favorite tips in terms of how to do that effectively?

Devora Zack
Well, the first step, even before that, if we can just rewind it a tiny bit, is to get to know and understand your own personality style. So, the book actually has a self-assessment in it so you can figure out not only if you’re primarily a cactus or a snowflake but how strong your preference is. And then it’s to work with rather than fight against your own natural personality. So, that’s the first step, is getting acquainted with yourself and having a level of acceptance with yourself.

Then, we get to the next point, which is what you were getting at, which is, “How do we communicate with each other?” And we aren’t always going to get it right, particularly because we may not know what personality style people have when we first meet them. However, by listening carefully, that’s a very useful tool in finding out where someone is coming from, and asking general questions and letting the other person decide how specific to get in their responses. That helps us in building rapport and also communicating with people that we may or may not know where they’re coming from.

That presupposes also that we are open to understanding and working with different types of people. It’s easy to say, “Oh, if you’re the opposite personality style of me, that we’re just going to aggravate each other.” However, we can be each other’s greatest resources because, let’s say, if I’m cactus and I’m very logical and analytical, and I work with you, and you might be more of a snowflake, and you’re more empathetic, we can give each other tips and help each other out in areas that we’re not gifted in by filling in the blanks for each other.

Pete Mockaitis
Certainly. Well, can you share some cool stories and examples that bring this to life?

Devora Zack
Sure. Here’s one and it is “do good” versus “feel good” leadership. So, a lot of people who read my books are interested in how they can work with other people, particularly if they’re managing other people. And what’s tempting, as a leader, is to be what I call a “feel good” leader to just make people feel good and to say, “Oh, that was great. Keep up the good work. I’m so proud of you. Keep at it,” but, in fact, it’s also very helpful, and that’s more of a snowflake tendency.

What the cacti is more likely to do is what I call “do good” leadership, which is to say, “Well, you can do better than that. I know that you can achieve higher aspirations than what you’re settling for, and I know you can try harder.” So, a snowflake might initially be really put off by the fact that someone is telling them that they can do better and it’s not good enough. However, what’s interesting is that when I work with different groups, the “do good” leadership style actually motivates people more and makes them feel better than the “feel good” leadership style, which just says to people, “Oh, you’re fine. You’re fine as it is,” and then they don’t achieve their potential.

Pete Mockaitis
Well, now that’s quite an insight right there, and I think those who are practicing the “feel good” approach will probably have a better resistance to making a switch because one that could be rather uncomfortable. Yet, the prize is twofold there. That’s pretty awesome in terms of not only are you getting better results but people are feeling better, like, “Hey, I did great work and I’m improving and I’m making cool stuff in the world.” So, that’s powerful.

So, can you underscore that a little bit for the skeptic or the resistant snowflake? What’s some of the most compelling evidence that really confirms, “Yeah, this is absolutely true, so go for it even though it’s uncomfortable”?

Devora Zack
What I do, when I’m working with people and I’m trying to convince them that there’s a lot of benefit to “do good” leadership, is I ask them to reflect upon an important and meaningful coach that they’ve had in their life, and it can be an actual coach like from a team, or it could be a leader, or a family member, or somebody that inspired them, and to write down traits of that coach, and how the coach inspired that person.

And more often than not, the lists are full of things like, “Pushed me harder than I’d been pushed before,” “Didn’t take half an effort for…” “Didn’t accept half an effort.” And they’ve soon discovered that the people that have made the biggest positive impact in their life have often been people that pushed them further than they thought they could go, which is a trait of “do good” leadership.

Pete Mockaitis
Yeah, it’s beautiful. As you say this, I’m thinking right now about a high school English teacher, Judy Federmeyer, and how I was kind of accustomed to getting great grades all the time fairly easily. And then I think with our first writing assignment with her, I got like a B or a B+, I thought, “What’s going on? I’m not accustomed to such things.” And it was kind of unsettling in the moment but, boy, it was so valuable in terms of it’s like, “Oh, I actually need to exert some effort,” in so doing, my writing got a lot better. And so, I am forever grateful to Mrs. Federmeyer.

Devora Zack
Pete, I loved that you gave that example because my best coach was also my high school English teacher, Mr. James Killian.

Pete Mockaitis
Awesome.

Devora Zack
And my first essay that came back covered in red ink was quite a blow. However, the fact that I could write books now, I give him all the credit.

Pete Mockaitis
That’s good. That’s good. Certainly, and it does feel good in terms of the growth in the moment, and then the long-term abilities that you have. And then my fondness for her, as you share, to this day. So, that’s beautiful. Cool. Well, so tell us, any other transformational tidbits along those lines in terms of, “You might think this but, in fact, here’s this other thing that’s true that you might want to get on board with”?

Devora Zack
Sure thing. So, another idea I have in the book is what I call “nay.” And it stands for “not about you.” So, whether you’re a cactus or snowflake, when you’re put off by another person’s behavior or language or style, is to think, “It’s not about me.” N-A-Y, “Not about you. Not about you.” Because we often tend to take other people’s personalities personally when, in fact, they just have different personalities than us.

And the more we can accept, once again, as I mentioned before, that we’re really different from each other and stop trying to correct other people, particularly in our own minds, the more effective we’ll be. So, if I want to improve the world, the best thing I can do is focus on myself and focus on the three things that I can control, which are my thoughts, words, and actions. And that’s it. I can only control what I say, do, and experience in the world.

And to this end, I encourage people to mind their own business. So often, when you hear, “Mind your own business,” it’s considered something kind of rude or impolite. However, it can be inspirational, too, that I don’t have to live outside of my own business. I don’t have to worry about other people achieving their potential by meeting me where I’m at, instead I can just always say, “It’s my responsibility to meet others where they’re at regardless of what our relationship is like, or if I report to them, or if they’re more senior than I am.” It’s to always just say, “I’m going to focus on my own thoughts, words, and actions and take responsibility for how I engage with others.”

Pete Mockaitis
I really like that “Not about you,” and sometimes it’s not about you even if they’re talking about you in certain occasions in terms of like just the mood, right? If folks are, I want to say, sometimes it’s lashing out. Or, if you’re in a mood, it can sort of color everything in terms of how you are communicating with other people and/or if you’re the cactus and have a certain bluntness, then it can be super helpful to remember, in the snowflake position, “Oh, I’m not horrible at my job. This person doesn’t hate me. It’s not about you at all. It’s just how they express it.” That’s lovely.

Could you give us some more cool examples of collaboration then when it comes to how we might complement each other’s temperaments extra nicely?

Devora Zack
Sure. So, let’s say, for example, I’m a cactus and I believe that this touchy-feely stuff can make a difference in building rapport, but I’m not really gifted at it, and so I think, “Well, my team is better off without us attempting to have this motivation of rapport. Our team is better off without having these touch-feely interactions.” Instead, what I can do is identify someone who I work with who seems to have a snowflake quality, and ask them to take the lead on maybe some get-to-know-you activities or building connections among team members.

And so, finding out who’s good at what, and you don’t have to always be the smart one in the room, or the one who’s leading, and instead finding people who match certain objectives you have and letting them take the reins. So, it takes a little bit of humility to do that. And, in the end, you’ll be having a more productive team because you’ll have all different perspectives introduced from the cactus and the snowflake perspective.

Pete Mockaitis
Yeah, that’s good. And I think it can go vice versa in terms of I’m thinking about days where we interviewed a bunch of candidates, and then we made our decisions, and then we needed to call all of them and the vast majority were told, “No, you will not be moving forward in this interview process,” which I have a lot of snowflake tendencies myself, it’s like, “Oh, I don’t know. Oh, I really, really don’t want to do that, killing dreams, after dream after dream on the phone.” And then someone else on the team is like, “Oh, that’s fine. I don’t mind. Just like no problems.” So, it’s intriguing how it can take just way more or way less sort of emotional energy, depending on the nature of the task and the nature of their temperament.

Devora Zack
That’s right. And when you’re working with someone more long term, and let’s say you need or want or don’t want to but have to give someone feedback, it’s easy to give feedback in the way that you like to hear it as opposed to what resonates with the other person. So, that’s why I don’t totally believe in the golden rule, which is treat others how you want to be treated. I use the platinum rule instead, which is treat others how they want to be treated.

So, if I am a snowflake and I like to get feedback in the following way, like, “Oh, Devora, it’s so nice to see you. You look really nice today and we all really appreciate your input,” and then that might ease the blow of things I need to fix, or work on, or improve upon, or things I might not be aware of that are not in my realm of consciousness.

On the other hand, someone who’s a strong cactus, if I started giving feedback to that person in the same way, it would really get on their nerves and make them feel like it was just fluff and I was beating around the bush and so on. So, they might much prefer, and in my experience, this is true, feedback that’s very direct, like, “I want to give you feedback on three behaviors that I think we can switch and improve so that you can be more effective when working with the board of directors.” And that can actually make their eyes light up, like, “Oh, great. Thanks for the feedback.”

And I’ve seen this play out in real-life situations again and again, that flexing our style, in other words, giving feedback or communicating with someone in a way that works for them is way more effective than giving feedback in a way that works for you.

Pete Mockaitis
Well, that’s nice. So, the platinum rule is a nice example of a best practice that sort of cuts across here in terms of regardless of whether you are a cactus or a snowflake, or the person you’re communicating with is a cactus or a snowflake, that notion of thinking about their style in a manner that works with their style works well. Are there any other “universal” best practices that kind of, “Hey, regardless of who you are and your preferences and temperament, and the person you’re interacting with,” some things that tend to work well across the temperaments?

Devora Zack
Yes, another concept that I introduced in the book is what I call “beans up the nose.” And its roots come from, perhaps you might recall in first grade or so, if a teacher might do an art project with dried beans and Elmer’s Glue and paper, and what you would do is glue the beans to the paper in artful designs, and that was your project. Does this ring a bell? Did you ever do that as a kid?

So, the worst thing the teacher can say, as the students start working away with their projects, is, “Now, class, whatever you do, don’t put beans up your nose.” And, sure enough, beans start flying up noses, and the school nurse has to come running in and help out. So, I’m using that as a metaphor, we put beans up people’s noses all the time, and whether we’re snowflakes or cacti, we just have different tendencies in how we do it.

So, what I caution people about is be careful what you say because you might be putting beans up someone else’s nose. So, always pause before you speak, and think, “Is this putting beans up the nose?” And I have to say, I do it myself, and it’s amazing how often I almost suggest to people to put beans up their nose in terms of, “Oh, I’m really not good at speaking off the cuff so I’m probably going to mess up this Q&A at the end of the speech.”

Or, if someone says, “I’m really very sensitive as a snowflake, so I might start crying in the middle of the performance feedback.” In other words, making people think about things that they didn’t have in their mind beforehand. And this happens in interviews a lot, and it happens when people are working with opposite types a lot, so just be careful about putting beans up people’s noses.

Pete Mockaitis
Yeah, that connects in terms of some folks talking about certain kind of rules or guidelines or principles, and it’s like, “That wouldn’t have even occurred to me to do this thing that I’m not supposed to do.”

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

Devora Zack
Well, to know that everyone has times when they are their own opposite, and sometimes that can be by design because they want to be effective and so they’re using tools that come from the other side of the spectrum, which is fine. And other times it can be because we’re in a difficult spot and we kind of go into our own shadow state, which is based on some of Carl Jung’s concepts.

So, sometimes we short-circuit and become our own opposites. So, I might, for example, if I’m a sensitive snowflake, suddenly start being very insensitive to people around me, or if I’m a cactus who’s very straightforward, and I might start beating around the bush and not tell people really what I’m thinking. So, it’s to be understanding of ourselves and to be able to recognize when we’re in a shadow state, and that’ll help us get out of it.

And, also, if you have worked with someone, or live with someone, or know someone pretty well, and they start acting like their own opposite, to know that they might be short-circuiting also, and to respond in a way that’s supportive as oppose to amplifying the issues that someone is dealing with.

Pete Mockaitis
When you say short-circuited, I’m curious, what are some things that sort of trigger you to go opposite or shadow state?

Devora Zack
So, sometimes it’s unanticipated change, sometimes it’s when you’re sleep-deprived, or mentally or physically drained, sometimes it’s when you feel misunderstood or when you are unclear about what direction you want to head in. So, when you’re in challenging situations is when you’re most likely to go into a shadow state, and I call that being in the grip. Like, in the grip of your own personality short-circuiting.

Pete Mockaitis
All right. And so then, those are sort of stressors. And then, ideally, someone will be supportive and encouraging when we’re in that place. And if we’re only kind of working on ourselves without that support, any pro tips in terms of kind of getting back to center?

Devora Zack
Yeah, and it actually a similar tip to people trying to be supportive also. A lot of times, people try and be supportive by saying, “You shouldn’t be upset,” or, “It’s not a big deal,” downplaying it either in your mind if you’re taking care of yourself or to someone else if you’re attempting to make them feel better by letting them know that they’re overreacting, and that completely backfires.

So, instead, is validating yourself and others when they’re in a shadow state, and to not say, “You shouldn’t feel this way,” but to say, “I can see that you’re really upset.” Or, if it’s just you dealing with something inside your own head, is saying, “It’s valid for me to be upset,” as opposed to saying, “There’s something wrong with me,” and then you get more upset about the fact that you’re upset.

Pete Mockaitis
That’s great. Thank you. All right. Well, now, can we hear a favorite quote, something you find inspiring?

Devora Zack
Sure. So, this is a Henry Miller quote, he’s an author. And I love it so much that it’s taped to my computer when I’m writing a book, “Don’t be nervous. Work calmly, joyously, recklessly whatever is in hand.”

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

Devora Zack
Well, I really just love following any up-and-coming neuroscience because I find it really fascinating to see how our brains work according to scientists, and how that plays into organizational behavior, and supports a lot of stuff that people in my field in general management have been professing for a long time, but then finding out what is happening with our neurotransmitter signals in our brain, to me, it’s just fascinating.

Pete Mockaitis
And how about a favorite book?

Devora Zack
My favorite book has always been The Phantom Tollbooth since I was about 11 years old, and I just think it’s the greatest book I’ve read in a million times.

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

Devora Zack
I actually have a brand-new favorite tool, I’m so excited. It’s a 1960 typewriter that still works. And to be able to do writing on a real typewriter is very exciting, and it’s called The Torpedo, which I think is kind of cool. But really, it gets a whole different part of the brain going when I write on it.

Pete Mockaitis
That’s intriguing. What part of the brain? How would you articulate the difference?

Devora Zack
Well, you can’t backpedal like you can when you’re typing on a computer. And so, you have to just move forward and do a pure stream of consciousness writing without rearranging things or deleting things. And what you come up with then is very visceral and often more raw than what happens when you’re writing on a computer, and a lot of great insights come of it.

Pete Mockaitis
Cool. And a favorite habit?

Devora Zack
Journaling every morning.

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

Devora Zack
Be true to yourself. Work with rather fighting against your true personality.

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

Devora Zack
My company website MyOnlyConnect.com, and currently, there’s also a link to it for CactusSnowflake.com.

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

Devora Zack
Everyone is exactly how they’re supposed to be. Nobody needs to be fixed.

Pete Mockaitis
All right. Devora, this has been a treat. Thank you. And I wish you many happy collaborations.

Devora Zack
Thank you. With this being one of them.
Pete Mockaitis
Well, thank you.

707: Amy Edmondson on How to Build Thriving Teams with Psychological Safety

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Amy Edmondson shares how to boost psychological safety and high performance.

You’ll Learn:

  1. Why the average non-toxic organization is still ineffective 
  2. The crucial belief that makes us more courageous
  3. How we unknowingly make and break psychological safety 

About Amy

Amy C. Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School, a chair established to support the study of human interactions that lead to the betterment of society. 

Edmondson has been recognized by the biannual Thinkers50 global ranking of management thinkers since 2011, receiving the organization’s Breakthrough Idea Award in 2019, and Talent Award in 2017.  She studies teaming, psychological safety, and organizational learning. Her articles have been published in numerous academic and management outlets. Her most recent book, The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation and Growth  (Wiley, 2019), offers a practical guide for organizations serious about success in the modern economy and has been translated into 11 languages. Her prior books – Teaming: How organizations learn, innovate and compete in the knowledge economy (Jossey-Bass, 2012),  Teaming to Innovate  (Jossey-Bass, 2013) and  Extreme Teaming  (Emerald, 2017) – explore teamwork in dynamic organizational environments.

Before her academic career, she was Director of Research at Pecos River Learning Centers, where she worked on transformational change in large companies. Edmondson received her PhD in organizational behavior, AM in psychology, and AB in engineering and design from Harvard University. 

 

Resources Mentioned

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Amy Edmondson Interview Transcript

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

Amy Edmondson
Thanks for having me.

Pete Mockaitis
I’m so excited to be speaking to you. You’ve been on our list for years, and so here we are. And so, I’m excited to dig into all of your wisdom, or as much as we can get, within the time we have available on psychological safety. But, first, I think we need to hear about you and competitive sailing. What’s the story here?

Amy Edmondson
How did that come up? I must’ve answered a question somewhere. Well, I was a competitive sailor as a child, not as much as a child can be, with my great friend Beth Haffner. We’d sail and race all summer and had a wonderful time. Then I sailed and raced in college, and then I took about 35 years off but started up again maybe six years ago. And it’s great fun.

Pete Mockaitis
Beautiful. So, now I’m curious, when it comes to competing, what is the nature of the event and the competition? And is there a team? What’s your style here?

Amy Edmondson
Yes. So, I compete only in the summer, in a small community in Maine where I’ve gone for many, many years. And I compete in a Sonar with two teammates, and there are only nine boats in the fleet, so that’s the limit to our competition. We race Wednesday nights and Saturday afternoons in July and August.

Pete Mockaitis
All right. And are things going pretty well, competitively speaking?

Amy Edmondson
Well, as a matter of fact, we just won the season.

Pete Mockaitis
Well-done.

Amy Edmondson
Yeah, thank you. It’s teamwork, it’s all about the teamwork and the psychological safety, of course.

Pete Mockaitis
All right. All right. Well, yes, let’s talk about psychological safety. First of all, well, I guess, whenever I hear your name, I think psychological safety, and vice versa. So, maybe first and foremost, can you give us your official definition? What do we mean when we say psychological safety?

Amy Edmondson
Well, recently, I’ve been thinking the best way to say this is just a sense of permission for candor. And the reason I say permission is that I don’t want to imply that psychological safety means it’s easy to speak up about, potentially, challenging issues, disagreements, or crazy ideas, or questions, or mistakes. But that there’s a belief that it’s feasible, expected, desirable, that people won’t think less well of you for it. So, permission for candor.

Pete Mockaitis
And I think that’s a great distinction because I’ve heard it said elsewhere, a definition of psychological safety is the belief that you are able to say whatever is on your mind without fear of a negative reaction. And I thought, “Hmm, I don’t have that relationship with almost anybody.”

Amy Edmondson
Right. At least without fear of being marginalized or penalized in some way. We all are human and we will have negative reactions to disagreement or certain kinds of bad news. It’s just our emotions will kick in quite quickly. But if we’re thoughtful and we’re a good team and we’re committed to doing the best we can, we will catch ourselves, and say, “Don’t shoot the messenger.” Just because you just said something unwelcomed doesn’t mean I should shun you or think less well of you.

Pete Mockaitis
That’s good. So, not marginalized, not penalized, not shunned, not thought less well of. But naturally, someone might say something and you think that they are mistaken, and you maybe even feel underappreciated that they would bring up such a thing, but you’re not going to, like, punish them over that even if you have a difficult interaction.

Amy Edmondson
Right. And I think that’s easier to do if you have an honest appreciation of what you’re up against, meaning the nature of the work requires stumbles and falls along the way. If you’re talking about doing something that’s utterly routine and well-understood and well-known, then maybe your expectation should be of only perfect comments and only perfect performance.

But if you’re doing work, like most of us are, where there’s lots of potential for wrong turns and screw ups along the way to greatness, then that’s just part and parcel of what we’re doing here. So, it helps to have a clear-eyed sense of what we’re up against and what we’re doing.

Pete Mockaitis
All right. And then, tell us, that sounds like a pleasant thing, “Oh, yeah, psychological safety, I’d like to have that with my friends, family, colleagues, collaborators,” but more than just a sort of nice to have and pleasant vibe, psychological safety has huge implications for performance. Can you share with us a little bit about that relationship and some of the most compelling bits of data or stories?

Amy Edmondson
Sure. It’s funny because the variable, the measure of psychological safety that I’ve developed 20 years ago, it’s been around in the research literature for a long time, but it’s now been more widely used in company settings and so, in other words, we have more and more data on some of the benefits of psychological safety.

Probably, the most visible, widely read that they’ve done at Google called Project Aristotle, and that was about five years ago. And the study set out, it didn’t set out to study psychological safety, it set out to try to figure out what are the key factors associated with differences in teams at Google, so they studied 180 teams. It turns out they tested about 250 different variables, and psychological safety emerged as the number one predictor of performance in teams, so the number one sort of explainer of variance across teams.

And I think it’s a strong statement to say that surprised them because if you’re looking for something, it’s easier to find it. If you’re not looking for it, it’s almost a more compelling discovery when it pops up as the factor that really helps explain these differences. One of the things I like about that study, too, is that it shows very clearly that there were differences, differences in performance and differences in effectiveness across teams at Google.

So, it helps us see that this is something that varies across teams even in the same corporate culture, and that’s important because we then can be very clear about the fact that psychological safety isn’t just mirroring the culture. It’s climate. It’s interpersonal climate. And even in a very strong or very interesting or healthy corporate culture, you can still have differences in interpersonal climate, differences in just subtle willingness to be candid, to speak up, or to not hold back.

Sometimes I think it’s easier to explain that the absence of psychological safety is basically a preference for, “Oh, I’ll just wait and see. I’ll hold back and maybe things will clarify, and then maybe I’ll speak up.” But that’s an awful lot of cognitive work. So, putting that aside, so the Google study is a good study of the nice relationship between psychological safety and performance, and many others.

One of my favorite studies that I did, which was in a healthcare delivery setting in intensive care unit setting, 23 North American hospitals, 23 intensive care units, we found a statistically, significant relationship between psychological safety and quality improvement. So, the ability over time for teams to improve the quality of care, which was ultimately associated with lower rates of morbidity and mortality, that’s harm and death, so that’s a pretty strong one where life and death are concerned. There are many others though. They’re now really hundreds of studies that have relationships to things like performance, learning behavior, quality improvement, you name it.

Pete Mockaitis
Okay. Well, that’s a nice overview. Thank you. Could you now perhaps paint a picture of kind of across, I know I’m sure it’ll vary greatly, well, hey, even relationship by relationship, let alone team by team or workplace by workplace. But kind of, roughly speaking, what’s the median average-ish level of psychological safety in workplaces today in the US? And I don’t know if you want to give me a number or paint a picture for kind of like the theme or the vibe.

Amy Edmondson
Yeah, I’ll paint a picture.

Pete Mockaitis
What’s the typical psychological safety story in a workplace these days?

Amy Edmondson
Well, it’s probably a fool’s errand to try to say what’s typical because there’s so much variability. And even during this difficult time of COVID, there’s been extraordinary variability in terms of some places. I think that the rallying together to do what people can to sort of make things work during these difficult times has created the stronger sense of a bond and more psychological safety where people realize, “Yeah, it’s okay for me to say what I’m thinking and to get help when I need help, and that’s acceptable now.”

But in other places, I think where people, especially in workplaces where people are being asked to do things they might not be comfortable doing, one could arguably say that psychological safety has gone down. I strongly believe that, in most organizations, there’s still variance across groups. And this is, in part, because psychological safety is a very local thing that this team might have and that team doesn’t, and that may mean, this is really a middle manager thing, or team leader effect more than, say, a CEO effect, and that’s very much been the case in all of the datasets that I’m aware of.

But, still, I’m dodging your question, saying it depends, there’s lots of variance, some people have it better than others. And, yet, there’s no question in my mind that, nowadays and even before the pandemic, it’s not high enough. So, I think it’s fair to say that very few workplaces have as much psychological safety as would be optimal in terms of helping people do their very best work and helping people team up effectively and solve problems.

Fortunately, the average workplace, I’d say, is not one that’s incredibly toxic or incredibly fearful where there’s a complete focus on self-protection as opposed to on the mission or on what our colleagues need from us and, really, a state of fear. I think that it’s out there, for sure, but it’s not the dominant workplace.

And then I would say there’s few where it’s just extraordinarily high where people are candid and aware of their fallibility but ambitious about what they might do together, and they sort of engage in dissenting views and conflict and problem-solving without fear of reprisal. That’s the other end of the spectrum. In the middle is a whole range of places where, in fact, it’s not toxic, it’s not terrible, but, on average, there’s still too much holding back. People are holding back their ideas, their perspectives, trying to look good in front of their colleagues, their managers, and it limits their ability to contribute.

Pete Mockaitis
Okay. So, the “average” or “typical,” which is hard to do, looks like not just straight up abusive hardcore toxicity and fear rampant, but plenty of people holding back in order to look good and concerned about speaking up, and could be harmful or problematic to them. So, I guess I’m curious, if we think about making the leap from kind of “average” or “typical” the suboptimal picture that most of us find ourselves into, versus approaching best in class, well, maybe could you give us a cool case study of do we have a transformation there in terms of what was it like before and what was the vibe like after? And then how did that translate into some results?

Amy Edmondson
So, one of the great turnaround stories, and I do write about this in some detail in The Fearless Organization is Cynthia Carroll, CEO of Anglo-American, which is a mining company in South Africa. And when she became CEO, which is already a stunning thing because the first woman CEO and so forth, she was appalled to discover the degree of worker accidents and even deaths.

And so, she decided to make that her mission to profoundly transform the performance on this crucial dimension of workplace safety. And to do this, she realized pretty quickly that she needed people to be speaking up, speaking up about unsafe conditions, speaking up when they’re being asked to do something that’s unsafe, or when they’re sort of aware of a hazard.

Not easy to do because it’s been decades, even generations, of not being heard and not being listened to and feeling that you just go in there, you do your job, and that’s that. It was a pretty stunning kind of intervention, got everybody in the stadium and got them talking in a new way, and was able to kind of apply that into the workforce and turn this around and make a dramatic difference.

Here’s a very different context. SED, one of the largest Nordic banks, did a sort of, I wouldn’t call it as a dramatic turnaround because I don’t think they weren’t in real trouble, but senior leaders were aware that the financial services industry was changing, more fintech players, more innovative. And the executive who ran the risk group decided, that psychological safety for speaking up about potential risks.

Because when people just feel like, “Ooh, maybe I’m wrong,” and they hold back and they’re not confident enough that their superiors want to listen to them, the bank is more vulnerable to risks. And so, that was a very thoughtful turnaround of that unit, and then it started to spread to other business units in the bank as well. So, that was a fun one to write about.

Pete Mockaitis
Indeed. All right. So, that’s sort of the picture there. And I’d love it, in terms of sort of the practical how-to, if folks are in organizations and they want to improve the psychological safety for themselves and others in their teams, what are some great starting points or key practices that make all the differences?

Amy Edmondson
A way to answer that question, in terms of both as a starting point and a practice that makes a difference, is start with the work, start with how the performance goals that you share, what they look like and what they require so that we’re not doing this just for the sake of doing it, or because we’re interested in culture change per se, but we articulate sort of why the work we do needs us to behave and show up in a different way.

So, articulating goals that matter, that are motivating, that are energizing, and then kind of having some discussion about why achieving those goals requires people to voice their ideas, to challenge each other, to be open about failures, is sort of the next logical step. And then I think it’s really important not to dictate how we’re doing to do this but to invite people to sort of suggest some things that they think might work, that might help them have an easier time offering their ideas or asking questions. And then start testing some of those suggestions, and just keeping it in the context.

I’m advocating not for, “Let’s go offline and learn some things,” but, “Let’s practice some new ways of talking and being while doing our work.”

Pete Mockaitis
Okay. That sounds good. So, that’s a nice thing to kick it off and kind of get folks engaged, rallied around that goal, and it makes sense. It’s not some extra thing, but it really has impact on what we’re trying to do here. That’s cool. And then I’m curious about just sort of like the basic ways in which we talk to and interact with each other. Like, what are some dos and don’ts in terms of kind of offering feedback, asking for input, responding to failure? I think some of us might need a pretty dramatic re-programming of just the way we talk to people.

Amy Edmondson
That’s a great way to put it and it’s hard. I struggle with this question. It’s not the first time I’ve thought about it. But I struggle because there’s no easy answer. It’s, “How do you do re-programming?” And I talk a lot, I think a lot about framing and I talk about reframing. So, framing is something we do all the time as human beings. We think we’re sort of under the illusion that we’re seeing reality. We’re not. We’re seeing reality filtered through our own beliefs and all the rest.

And sometimes our frames are really obsolete. There are frames that we inherited from an earlier era, an era when the relationship between kind of effort and results was more straightforward. You tried really hard; you’d get the results because the formula was pretty clear. Follow the recipe, you get the results.

And as an increasing portion of the work doesn’t really conform to that simple frame, we have to explicitly and deliberately reframe which is another way of saying re-reprogram to help ourselves really appreciate that we’re fallible human beings in a complex uncertain interconnected world. Those are conditions that will necessarily give rise to the unexpected and the undesired and, also, some, now and then, happier surprises.

So, that re-programming, in a way, it helps us get over ourselves. We’ve got to shed the idea that we need to be perfect. We’ve got to shed the idea that we need to look good all the time. And I know, I suspect most listeners don’t think, when they say, well, I’m not telling I need to be perfect or I need to look good all the time, but, in subtle ways, we’re acting as if that’s the case. We’re holding back too often. We’re putting the threshold for when we should speak up higher than it needs to be.

And so, to do this re-programming, I think it’s a lot of having a kind of cheerful recognition that you’re a fallible human being in a fast-paced uncertain ambiguous world, and then, “Ooh, if I really appreciated that that was the case, how would I show up? Well, I’d ask a lot more questions. I’d be a lot more curious.”

So, the re-programming starts with that kind of clear-eyed acceptance of reality and realizing that might be different than how we kind of tacitly think about reality. And then forcing ourselves to be curious, which then allows us to do what I think is the most important thing of all, which is to ask more questions, genuine questions, like you’re doing. You’re asking me questions, and then you are quietly listening to the answers. If only real life were like this, not just podcast life.

Pete Mockaitis
Right. Yeah, that would be nice. And so then, that’s a great frame for starters in terms of, well, boy, say it again. I’m a fallible human in a changing…that’s so good. Let’s hear it again.

Amy Edmondson
Okay. And I might not say it the same way twice, but I’m a fallible human being living in a fast-changing uncertain interdependent world.

Pete Mockaitis
Yeah. You know, tell you what, just sitting with that, for me, in this moment, is just bringing a sigh of relief, you know, in terms of like I can let go of a lot of pressure, stress, expectation that need not be there.

Amy Edmondson
Right. I’m the same way. I talk about this, but do I practice it consistently? No. In fact, I have this to-do list that I started with this morning. It’s utterly unrealistic. There’s no way I can, you know, get, “Oh, I’ll finish a chapter, I’ll have this wonderful time with you.” It’s crazy. But I do it every day as if. And then I feel bad about not getting through it.

Pete Mockaitis
Yeah, that’s great. And then if you really do internalize that conviction, it’s like if someone…even though someone does kind of disrespect you with regard to, it’s like, “Really, Pete, that’s on page four of the briefing document. Like, that was a really stupid question and I’m appalled that you asked,” in that tone of voice, face, which is where I think about this, the violations of psychological safety left and right.

You can feel better about that, it’s like, “Okay, yeah. Well, yeah, fair enough. I should’ve read the briefing document before making…that’s true. Easy mistake I made,” but that doesn’t mean I’m bad or a loser or worthless, a team member who doesn’t belong here. It doesn’t mean any of those things. It’s just like, “Yeah, I made a mistake. We all do it. Yeah, moving on.”

Amy Edmondson
Right. And I’m not a fan of making the same silly mistake multiple times in a row. We do have to learn from and keep striving to do better, but I imagine most people feel that way as well.

Pete Mockaitis
And so then, I would love it if there are any particular words or phrases that you see and love in psychologically safe organizations versus see and really irk you in not so psychologically safe organizations because I think there’s just a lot of little subtle ways that psychological safety is built and destroyed. Just for example, one of mine is when someone says “Obviously,” I really don’t like that because it’s like, “Oh, I didn’t know that I must be an idiot.” That’s one of my pet peeves.

Amy Edmondson
That’s a beautiful example.

Pete Mockaitis
And I think most people need not say the word obviously in most of their business communications, but that’s just sort of my hobby horse.

Amy Edmondson
Absolutely.

Pete Mockaitis
You tell me, Amy. What are some of yours?

Amy Edmondson
No, that’s a really good one. And, because with compassion, it can be a habit. So, it’s a very counterproductive word to use in interpersonal communication for the reasons you just articulated. And I’m aware that I accidentally do use it sometimes because my brain speaks that way to me, and then I use it. So, that’s okay as long as we can sort of catch and correct and occasionally laugh at ourselves for doing that. And I sometimes will, I’ll use the word, like obviously, and then I’ll stop and say, “Oh, no. So, if it were obvious, I wouldn’t say it,” or it wouldn’t be a nice way to say it anyway.

Another one is “To be honest.” I mean, crazy to say that because it basically invalidates so much of the prior conversation we might have. So, if I say “To be honest,” it’s like, “Wait a minute. Was everything up until now not really honest?” And so, these kinds of things can be well-meaning but problematic. It’s such a good question that you just asked that I’m going to now commit to creating a list.

Pete Mockaitis
Oh, please let us know and we’ll link it in the show notes and share it if we can when the time comes.

Amy Edmondson
Perfect. That’s a good idea. That’s a good idea because I do love studying conversations, studying the actual exchange of words, and noting those problematic triggers that sort of indicate, any word that indicate, “Oh, you’re supposed to have known that already,” or, “Your question isn’t really welcome,” you name it.

Pete Mockaitis
That’s true. Yeah, those are good categories right there, like, “Your question isn’t really welcome.” We think that, “You’re dumb. I think you’re dumb because you said that.” I remember once, I was working on a project in retail, and, again, it’s these little things. And so, it was a major department store, this was a consulting project, it was a major department store, and we were learning about size packs, which was a new concept to me in terms of, like, if you buy it from a clothing designer, I don’t even know if this still works this way, but you can choose from size packs.

So, a size pack might have four extra larges, ten larges, three mediums. And that was really surprising to me, and I was like, “Wait a minute. So, we’re a huge department store client, right? And we got these clothing suppliers…?”

Amy Edmondson
Pretty limited, yeah.

Pete Mockaitis
“We can just tell them, no, I want exactly these many smalls, mediums, and larges. Like, really, size packs? Like, why do we do that?” And I remember the partner on the case looked at me, and he said, “Are you serious?” Like, he genuinely didn’t know if I was trying to make a joke, but I really wasn’t. But when he said that, I was like, “Oh, apparently, that was a phenomenally stupid thing to say.” And I still don’t know why to this day, I’m like, “If you’ve got the market power, shouldn’t your suppliers give you what you want?” I don’t know, but maybe there’s a logistical supplier reason and trucks or packaging or something less known.

Amy Edmondson
Well, it’s easier for them, clearly. But, “Are you serious? Because, as you said, “Are you serious?” as a sarcastic statement, which it may have been, is problematic. But if it were genuine, I’m in favor, “I just need to check, I’m not sure. Are you serious or are you…?” so, anyway.

Pete Mockaitis
I hear you, yeah.

Amy Edmondson
The genuineness really matters.

Pete Mockaitis
It was genuine. And then I think that’s another layer to this psychological safety stuff. It’s like you could be speaking perfectly safely, and someone could still receive it negatively.
So, for example, that partner said, “Are you serious?” and even if it was genuine, he was like, “Are you serious?” And I really was, but the fact that he sounded serious made me think, “Oh, apparently, this is so obvious I’m a moron.”

Amy Edmondson
Yeah, right, that’s true. That’s true. And then you backed down.

Pete Mockaitis
That’s the conclusion I leapt to but that’s on me. He didn’t demean me or he wasn’t rude to me.

Amy Edmondson
Yes, that’s great. That’s on you. That’s you withdrawing and feeling, “Oops, just slightly less safe,” expressing your thoughts about this work-related matter, even though technically it wasn’t his fault because you put sort of that embarrassment on yourself, you said, “Oh, I guess this is something I’m supposed to know. And maybe I stepped out, I tiptoed out, and it didn’t work out well, so now I’m going back into my shelf.”

Pete Mockaitis
Yeah, that happened. And I guess I’m curious, given that human beings with our varied triggers and hot buttons and sensitivities, that can happen, any pro tips for dealing with that and trying to continue building psychological safety given that reality?

Amy Edmondson
Yes. Interpersonal skills are skills that we can continue to develop our whole lives. I don’t think anyone ever perfects them. And the interpersonal skill that I’m deeply interested in, because of its relationship to mutual learning, is that ability to kind of have an honest conversation, especially about a misunderstanding, like in that moment. Now, don’t think you want to do a deep dive in every crosswire that might happen throughout the workday, but, occasionally, that one really stuck with you, that really struck you.

Pete Mockaitis
This was a decade ago, yeah.

Amy Edmondson
You were puzzled by it. It stuck with you. And so, occasionally, really, it’s worth saying, “Hold on, could we do a quick timeout here?” or maybe if we’re too busy now, “I’d love to talk about this later. I need to understand better. Here’s how I was seeing it. Am I really missing a sort of area of expertise in this industry that I need to develop? Or, might this possibly be an area of innovation that we could work on together?” And so, that’s the substance.

And then the interpersonal substance is, “I felt bad and maybe even assumed that my ignorance was glaring in that moment when you said that, but I understand why you said it.” So, that we can sort of start to develop working relationships with people where we understand each other’s needs better, and then we’re better able to learn together.

Pete Mockaitis
Yeah, that is good. And, as I imagine, I’m sure there’s all kinds of potential sensible explanations under the surface, like, “Oh, I’ve been working in this industry for 20 years, so size packs are just like second nature to me.” But, yeah, yet you might think that…whatever. So, I could see how that unfolds. And then, over time, certainly, that feels great in terms of relationships being strengthened by engaging in these exchanges. All right. Well, then could you tell us a favorite quote, something you find inspiring?

Amy Edmondson
“I haven’t failed. I’ve just found 10,000 ways that didn’t work,” and that’s, of course, Thomas Edison. And it’s this notion that in new territory, which all of us are in, more and more frequently nowadays, we reframe. We have to reframe how we’re thinking about the things that go wrong so that we actually understand them as progress toward the things that are going to go right. So, that’s one in terms of the substance and just sort of feeling better about ourselves when things don’t go the way we had hoped.

The other one is a quote from Abraham Lincoln that I adore because it speaks to this interpersonal realm. And he said, “I don’t like that man very much. I must get to know him better.” To me, that’s a very profound statement. Most of us, “I decide I don’t like someone. I’m going to, okay, I don’t like him. I’m going to go spend time with other people.” It doesn’t occur to me, instantaneously, to think, “I don’t like him. I guess I don’t understand him well yet. If I understood where he’s coming from and what he cares about and his hopes and dreams, I’d like him.”

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

Amy Edmondson
I’ll have to say that a favorite study was the study that didn’t turn out the way I wanted it to, was the first real project I did as a graduate student, as a PhD student, where I was trying to show the better teams in a healthcare delivery setting had fewer errors, and the data, once I had it and analyzed it, seem to suggest the opposite. In other words, the better teams, according to the team survey instrument, had higher not lower error rates, like, “What? What’s going on?”

Well, that was the surprise, undesired result that led, ultimately, to you and I having this conversation today because I was able to figure out that, right away, with a lot of extra work, that the reason for this result was that the better teams were more open, more honest, more willing to report error, and so it looked like they had the worst error rates. But, in fact, we don’t know the denominator, we don’t know what the real error rate was for any of those teams, but we did find out, ultimately, they had very different interpersonal climates, which I would then call psychological safety.

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

Amy Edmondson
Leader is a position, leadership is an activity. Anyone can exercise leadership.

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

Amy Edmondson
AmyCEdmondson.com or Harvard Business School Faculty page, HBS.edu. Go to Amy Edmondson there.

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

Amy Edmondson
Ask more questions.

Pete Mockaitis
All right. Amy, this has been a treat. Thank you and I wish you many fun adventures in sailing and more.

Amy Edmondson
Thank you. It’s been a treat talking with you.

706: Minimizing the Frustration and Resentment of Workplace Conflict with Jeremy Pollack

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Jeremy Pollack says: "Put care first."

Jeremy Pollack shares how to prevent conflict from ruining your relationships.

You’ll Learn:

  1. The six basic needs at the heart of conflict
  2. Three tactics for keeping your calm in a conflict
  3. How to handle a conflict that’s going nowhere 

About Jeremy

Jeremy Pollack is a leader in the field of workplace conflict resolution and peacebuilding. He is the Founder of Pollack Peacebuilding Systems, the largest workplace conflict resolution consulting firm in North America, and a regular contributor on the topics of leadership and organizational conflict management to publications such as Forbes.com, Fast Company, Industry Week, and many more. Jeremy is also the author of the recently released book The Conflict Resolution Playbook: Practical Communication Skills for Preventing, Managing, and Resolving, Conflict. 

Resources Mentioned

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Jeremy Pollack Interview Transcript

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

Jeremy Pollack
Hey, Pete, thanks for having me. Appreciate it.

Pete Mockaitis
Well, I’m excited to dig into your wisdom. You’ve got a wealth of experience when it comes to conflict resolution. And I’d love to hear, for starters, what’s one of the most surprising and counterintuitive discoveries you’ve made about conflicts and resolving them?

Jeremy Pollack
That’s a good question. So, I’m not even sure that this is totally counterintuitive but it’s just something that has dawned on me through the work that I’ve done, is that someone’s sort of approach, attitude, etc. in a conflict really dictates the way that others are also going to interact with them.

So, if you’re in an escalated state, it will escalate other people. And if you aren’t, it’ll help deescalate. And so, one thing that I’ve worked on with people, for instance, is what I call being generous with your heart, essentially, which is making the first concession. And sometimes people feel like, “Well, why do I always have to be the bigger person?” or something like that.

But if you start to cross that line and be a little bit generous, be a little bit more open, maybe a little bit more vulnerable, it usually opens the door for someone else to do the same, because a lot of people are trying to save face, especially when they’re resolving conflict. They don’t want to admit they’re wrong and they don’t want to admit the other person is right or something like that.

So, if someone is willing to make that first concession, and say something like, “You know what, I think you’re right,” or, “You know what, you’re not wrong,” or just admit that there’s a sphere of possibility that someone is not necessarily wrong or right, and be a little bit vulnerable. It actually opens up the space. So, I don’t know if that’s counterintuitive but it was something that it seems almost intuitive but it kind of dawned on me through the work, I’m like, “This is really an important step in resolving conflict.”

Pete Mockaitis
And what’s interesting about that concession, “Okay, you’re right,” it’s like they don’t have to be right about the core contentious piece, but it sounds like, if this is fair, you could give them some bit of concession, affirmation, validation, on anything, like, “Hey, it totally makes sense that you’re trying to look out for what’s best for your building,” or, “your tenants,” or, “your employees,” and they’re like, “Well, yeah, of course.” And so, it’s like that costs you nothing.

Jeremy Pollack
Absolutely. If you could just find one point of agreement, especially if it’s like a deeper-level agreement, an agreement on sort of a core value, or a core interest, or a core need, or something, if you just find one point of agreement, that opens up a sphere there of possibility to start collaborating so someone can see you not necessarily as an opponent but they start to see you as, “Okay, this is someone who’s essentially becoming a partner in this resolution process.”

So, it’s as simple as when you say the words, “You know what, I think you’re right about that,” or when you say the words, “I agree with you that that’s important,” or, “That concerns me too. You’re right.” Those kinds of things, it suddenly takes you out of the opponent mode and into a mode of, “We’re on the same team, potentially. We just come from different perspectives or different positions. We need to figure out how to get aligned in some way, but we do have some shared or common values there.”

Pete Mockaitis
Beautiful. Cool. Well, hey, so we got one tip off the bat. So, maybe we can zoom out a bit and tell us your book the, Conflict Resolution Playbook, what’s sort of the core idea here?

Jeremy Pollack
The Playbook is really aimed at being a very practical step-by-step book for different types of conflict scenarios. So, for both personal and professional life, I think we’ve got several chapters, 15 chapters on just different types of conflicts and give a little bit of an example of what could happen and some techniques to help resolve, manage, or transform the conflict. So, it’s meant to be like a very sort of step-by-step playbook as it’s written in the title.

Pete Mockaitis
And so, I understand the psychology of human needs is a big part of this. Can you unpack for us what are some of the core needs that we got to have in mind as we’re engaging in these conversations?

Jeremy Pollack
Yeah, there’s a wide research field in human needs theory, and it’s been done in different types of fields from economics to psychology to anthropology, and there’s sort of a consensus on certain needs. But essentially, I’ve done a lot of research in this field and it seems to me, I’ve focused on six core needs, essentially. But some of the really basic ones are safety. It’s not physical safety but psychological safety, a feeling that, “I have an expectation of feeling secure and stable and, also, I feel safe to be myself, be who I am without the fear of retaliation of some sort.” So, that’s psychological safety.

We have a basic need for autonomy, to feel that we have agency or some input in making decisions that affect us in our lives. We have a basic need for identity, and I might clarify that by saying it’s a need for a positive, coherent identity, so we try to structure our world in a way that makes sense for us and how we fit into it.

And when someone, for instance, does something, or seems to do something, or seems to say something that threatens, even unconsciously feels like a threat to one of those basic needs, we respond in fight/flight, we respond in acute stress response, and that’s typically where a lot of conflicts start is this perception of a threat to one’s basic needs, goals, or values.

Pete Mockaitis
Okay. You listed three of those needs. Can you share what are the other three?

Jeremy Pollack
Sure. Well, we have a basic need for care, or what we might call connection, so being part of groups and feeling like we’re cared about by other people. We have a basic need for stimulation, for feeling challenged, engaged, etc. And we have a basic need, at least in this culture, we have a basic need for growth and progress, a feeling that we’re making some progress in life. And it doesn’t mean financial progress, or it doesn’t mean progress in a certain domain. It means progress in some way, like, whether it’s on a health domain, or a self-care domain, or my home domain, or some feeling that I’m moving forward. So, most people have this basic need.

Pete Mockaitis
Well, that’s really interesting in terms of when you start to feel escalated, I think this is a really great framework in terms of, like, “Hey, what’s going on here? Oh, I feel that my autonomy is potentially being impeded here. That’s what’s going on and that’s why I’m getting a little bit, like, going.” So, maybe while we’re there, do you have any tips for, hey, when you’re in the moment and you’re starting to feel a little bit like you’re approaching the furious, how do you cool it off?

Jeremy Pollack
Yeah, good question. So, number one, I would say there’s a little bit of prep work sometimes. If you’re noticing that you’re getting triggered on a regular basis by certain things, certain situations, certain people, you might do a little analysis, like you said, and just determine, “What is it that this person or that rhetoric is triggering in me? What does it feel like it’s threatening?”

And you can go through those kinds of six basic needs or some basic goals that you have, or values that you have, and start to understand, like, “Is that a true threat? If it’s a true threat, how do I know that’s truly threatening me? What are the consequences?” kind of unpack it a little bit. And if you’ve noticed that you’re feeling threatened by something, you might have a framework for what would be called cognitive reframing or I sometimes call it soothing.

So, like for instance, if I’m in a situation at work and I’m feeling micromanaged, and it’s feeling like I’m not being trusted, that might be threatening my sense of identity as a worker there. It might also be threatening my sense of autonomy, to control my own sort of work style, etc.

And if I start to remind myself, “Wait a minute,” just mentally, “Wait a minute. I’m still in control of my work situation. I have power. No one’s taking away my power. I’m safe. I’m okay. I know who I am,” whatever the kind of thing is that you need to hear to soothe yourself, that’s a cognitive reframing technique that could be important, and it’s really unique to each person. They have to kind of figure out, “What is it that feels like it’s a threat? And how do I reframe it that?”

The other things that I talk a lot about are breathing, which is I think something that a lot of people talk about when they start feeling like they’re escalated. Focusing on your breath, you can do some basic breathing techniques like counting down three, two, one, as you breathe, as you exhale, and counting up, one, two, three, as you inhale, and just focusing on that breath and just kind of staying calm.

Another one is mindful speech. So, being able to speak, you’re going to slow down your speech a little bit so that you actually hear yourself enunciate words, articulate very clearly. And that process, any mindfulness techniques, whether it’s breathing or speech mindfulness, helps to activate the parasympathetic nervous system, it gives the brain a signal that it’s okay to slow down, we’re not in a flight/fight, we don’t need to protect ourselves against the threat. So, slowing down your breath and your speech and even your movement sometimes can actually help you sort of signal the brain that it’s time to calm down a little bit.

Pete Mockaitis
That’s cool stuff. And I’m curious, could you share with us a cool story of some of these things really coming together for someone who used these principles to get through a tricky conflict situation?

Jeremy Pollack
Well, it’s hard for me to speak exactly on other people’s experience. I can speak on my own, I guess. I definitely had, for instance, a difficult conversation even yesterday with an employee who gave me some feedback about something that I did as a leader and put her in an awkward position, and it was tough for me to hear at first, and I was listening and, really, my inclination, just like most people’s inclination, is I really want to defend myself, I really want to sort of dismiss what she’s saying, almost reject it, let her know, “You’re incorrect. That’s not what I said. That’s not what I meant,” and sort of defend against. I’m sort of feeling my heart rate increase a little bit.

But I used these techniques. I slowed down my speech. I waited and listened. I didn’t defend. I very, cognitively, made a point not to defend myself and, instead, try to validate her. Slowed down my speech, focused on my breath, and just calm. And then when she was done talking, I just tried to kind of repeat back what I heard from her, made sure that I clearly understood it, and then validated her in some way. I actually ended up agreeing with her on some levels, I said, “You’re right. I did put you in an awkward position, and that wasn’t my intention. And I didn’t even realize I did it. It was definitely a blind spot. Thank you for bringing it to my attention. I’m going to make sure that that doesn’t happen again.”

And I gave her a little bit of a plan that I thought would be a good plan, and she agreed and that kind of thing. Anytime, especially for a leader, I think, in my experience, it’s very hard to get feedback sometimes because we have an identity as being the leader or the boss or something like that, and if someone is challenging that, giving us feedback, it’s very easy to get triggered and to feel like, “Well, this person is kind of challenging me on some level as being her boss or his boss,” or something.

Pete Mockaitis
Well, thank you. And so then, in order to have more of those positive conversations and outcomes, you outlined 10 essential communication skills for resolving conflict. And I’m curious, it might be tricky to go through all 10 in the time we have available. But what’s maybe a couple that you think are super easy to improve with a couple quick practices or tactics that make a big difference?

Jeremy Pollack
Okay. So, one skill that I think is really important that I include in pretty much every training and coaching program that I deliver is called validation, and there’s some great material on validation, but it’s really simple. Essentially, when someone gives you some piece of feedback and it’s hard for you to hear, first of all, calmly listen and some of those techniques we just talked about where you can start breathing and you can just calm yourself down, maybe cognitive reframe things. Just breathe for a second and just listen.

And when they’re done, the validation part is, number one, “Can you repeat back what you heard?” So, this is a form of reflective listening. So, repeating back what you heard in some concise way so that they know you heard them and you also know that you heard them correctly because then they have the opportunity to say, “No, that’s not what I meant,” or, “That’s not what I said.” Or they could say, “Yeah, that is what I said,” and so they feel heard. So, that’s really important to calm someone, deescalate someone in a moment, especially if they’re feeling a little emotionally triggered.

And then if I could find some piece, as we said in the beginning, if I could find something that I could find agreement with or some merit in what they’re saying, and let them know, “You know what, that’s important,” “You know what, I’m concerned about that too,” “Yeah, you know what, I think you’re right. That was a misstep on my part,” or anything that you can find agreement on. Again, that lowers the defenses and it opens up a space for being collaborative.

And then the next part, I always say that there’s two main parts to conflict resolution. One part is the care part. It always starts with care, and that means listening, validating, trying to find alignment. So, it’s showing that I’m here, I’m caring about what you’re saying. And then the next part is solution, which is a collaborative process. It shouldn’t just be a sort of unilateral where I say, “Well, here’s what I’m going to do.” It should be, “Well, here’s what I’m thinking about doing. What do you think about that? Or, do you have any suggestions?” and opening up that space for collaboration and creating a solution that seems to work for everyone.

So, those two pieces – validation, alignment in all that care bucket – and then the next piece is sort of working towards a solution of collaborating on a solution, being creative, maybe sometimes thinking outside the box. Those are two pieces that are really important.

Pete Mockaitis
Yeah, totally, I think those really do make a world of difference and often is a lot of fun to see what you can come up with together there. Now, you also mentioned six classic conflict scenarios: criticism, passive-aggression, gaslighters, insubordination, conflict with the supervisor, and confronting a bully. First, just definitionally, I’ve heard different definitions for gaslighting and gaslighters. Lay it on us, Jeremy, how do you define gaslighting?

Jeremy Pollack
Gaslighting, essentially, is a way of trying to call into question someone’s reality. So, if someone brings to you, “Hey, this is how I’m feeling,” or, “This is what I experienced,” or they’re confronting you or giving you some feedback, essentially, and you say something like, “Well, that’s crazy,” or, “Well, that’s just ridiculous. That didn’t happen. Stop being so sensitive.” Those types of things where you’re basically calling into question the validity of someone’s reality, that’s gaslighting.

Pete Mockaitis
Okay. And so, when you find yourself in these scenarios, I’m curious, to what extent are there some universal prescriptions versus specific prescriptions in terms of, “With criticism do this, versus gaslighting do that”?

Jeremy Pollack
I have some formulas that I tend to use so if I’m feeling like I’m getting criticism instead of gaslighting someone, I have a different, like a sequence that I might use. And one thing that I tend to focus on is trying to separate behavior from interpretation. And what that means is when I’m hearing someone giving me feedback on something that I’ve done, like this is what happened yesterday, they might have a story or an interpretation or a judgment on the behavior that I did or what I said, what I did.

And my job is not to internalize their story and their judgment, and start making me feel a certain way about myself, and then I get triggered. My job instead, if I can, is to separate out, “What’s the behavior that they’re talking about, what I actually said, what I actually did, and the interpretation or the judgment that they placed on it?”

The first part, I can own. And if I can own that, if I can go, “You know what, you’re right. I did do that. I did say that.”

That helps a lot in deescalating the situation because it helps people feel like I’m not gaslighting them and, actually, I’m owning up to the thing that I did. The next part, the interpretation part, I don’t have to own because that’s their interpretation, that was how they perceived it.

What I can do with that part is I can reinterpret for them, “Here’s why I actually did it,” and I can also reassure them, “Let me just tell you that I didn’t intend for that. I actually really do value you, and I apologize if I was not clear and I came across like I didn’t value you or I don’t value your time. I really do value your time. I appreciate your time and that wasn’t my intention. And the reason that happened was…” and then you can give your real explanation.

So, reassurance and reinterpretation are what you can do for the judgment part. Ownership is what you can do for the behavior part, and that requires you separating those two things out – behavior and interpretation. That’s a way to respond to someone’s criticism. To respond to someone’s criticism with gaslighting where you just kind of immediately dismiss or reject them, and you say, “Well, that’s ridiculous. That’s untrue. I didn’t do that. I didn’t mean to do that. It’s crazy that you think I did that.” Those kinds of things are very, very frustrating because it makes the person feel completely unheard, completely unvalued, and will usually escalate the situation or create a lot of resentment.

Pete Mockaitis
And so, if you are, I guess, I don’t know, the victim or the recipient of gaslighting or bullying behavior, or passive-aggression, what are some of your top tips in terms of how do you address that well?

Jeremy Pollack
Yeah, this is an important topic. I’ve coached a lot of folks that are recipients of sort of chronic gaslighting and sometimes chronic bullying. If you’re in a situation with someone who you generally trust and you have a good rapport with and you just feel gaslighted in that moment, certainly, you can give them some feedback and say, “You know what, I understand that this is feeling a little bit intense for you, or it’s triggering you in some way, but it feels like you’re not listening to what I’m saying. You’re not hearing me. How can I get this across in a way that we can communicate better about it?”

You kind of call it out in the moment, because if you have the rapport and the trust with that person, you have a relationship with that person, it helps to highlight that and maybe they can calm down. And if they can’t, then maybe it’s time, “Let’s pick this conversation up tomorrow. I think it’s probably better if we pause for a second,” or something like that.

But if you’re dealing with someone who’s a chronic gaslighter, who you really never feel heard by, they’re never willing to own up to their behaviors, admit that they’ve done anything wrong at all, it’s always someone else’s fault, or etc., that’s a tough one to correct in terms of the relationship. And what I usually work on with people is they need to set boundaries for themselves as a form of self-care, as a form of self-esteem because self-esteem can be very much hurt in relationships where there’s constant gaslighting or even constant bullying going on. So, really making sure that you take care of yourself by setting some clear boundaries.

And sometimes with gaslighting, a lot of what I hear with gaslighting is someone will make an agreement with someone, and then two weeks later it’s out the window because the gaslighter basically says, “Oh, it never happened. We never talked about that. You’re crazy.” And it’s really important for someone who’s dealing with a gaslighter to start writing things down a lot, unfortunately, taking notes, making sure that they can check with themselves, not that they’re going to convince the gaslighter that they’re wrong or something, but they can check with themselves and go, “You know what, I am right. We did say this. I wrote it down here so that I know I’m not crazy, so that I don’t internalize this person’s story that I’m crazy or my memory is going or something like that. I need to set boundaries for myself so I can take care of myself.”

Pete Mockaitis
Yeah, that’s perfect. Thank you. And maybe if we back it up a little bit in terms of, before we even get to a conflict scenario, you’ve got a whole section in terms of strategies to prevent conflicts. And I was most intrigued by letting go of resentment and setting clear expectations. What are your top best practices for these two conflict-preventers?

Jeremy Pollack
Well, resentment is a tough one to let go of because when I talk about letting go of resentment, people often push back and say, “But if I stop resenting them, then they won,” or, “If I stop resenting them, it means either I’m saying they’re right or I’m not holding them accountable anymore,” or something like that.

And, really, resentment is like serving yourself poison. It’s not doing anything to the other person. It’s just hurting yourself. It’s just sort of a ball of energy that you’re holding onto. So, if you want to confront someone that you have rapport with, I think that’s important if you’re feeling resentful and you could do some reconciliation.

One exercise that I have people do sometimes is I do a writing exercise, especially if it’s not someone that they can actually do any kind of conflict process with, especially if it’s someone who maybe passed away, like they’re resentful of their father or their mother who’s not with us anymore, something like that. They’ll do a writing exercise where they actually write to the person, they actually write a letter to the person saying everything that’s in their heart, on their chest, everything that they really felt hurt about, etc., and they don’t send it, they just put it in their drawer. And then they write another letter from that person to themselves in a way that they think that they would like to hear from the other person.

So, whatever they would like to hear, “What would it sound like if they really heard you and they really wanted to resolve this, they really wanted to get back in a place of trust and care with you? What would that sound like? What would that letter response sound like?” And I have them write that letter. And it opens up the heart a little bit and then I have them write one final letter back to the person in response to that and, again, opening up their heart this time, being caring and potentially vulnerable. And so, doing some sort of writing exercise sometimes can help if that person is not available for it.

Setting expectations is really important to prevent resentment because, a lot of times, people have expectations that they never set with anyone, that they just assumed were there, so they hold someone else to their standards without getting an agreement on it, and then they create resentment in that way. So, I think it’s really important when you’re noticing you’re having conflicts with someone to sit down with them and to start kind of looking at, “What do you feel like are the standards or expectations here in our relationship, or in our organization, or in this workplace, or something?”

Let’s make sure we’re really clear and we’re aligned on that because, a lot of times, that process of setting expectations with someone will bring out how misaligned some of the things are, “I never knew you expected that of me,” or, “I think that’s unreasonable,” or, “Oh, you expect that. Okay, I can do that. I didn’t know that. I didn’t know you wanted me to do that.” And so, that process of transparency and clarity is really important.

Pete Mockaitis
And so, if you’re working with someone and you’re trying to follow all these best practices and you’re just not making much headway, like someone else just does not want to cooperate or play ball, how do you think about tough cases and when you want to kind of walk away and find an alternative?

Jeremy Pollack
Yeah, I think a lot of conflict resolution has to do with motivation. Every relationship, whether it’s a relationship with a company, with a boss, with a partner, with a spouse, every relationship has some cost benefit analysis. And the benefits, the value you get from the relationship has to outweigh, I think, by some measure, the cost of managing the relationship. In other words, the stress that you get from it.

So, if you have a really low stress relationship, you get a lot of value from it, your motivation to stay in that relationship is going to be high, and vice versa it’s going to be low. So, I sometimes work with folks and companies that, for instance, say, “I don’t want to resolve this conflict with this person because I don’t need to work with them, I don’t need to talk to them, there’s no downside of me just not having any conversation with them,” and yet the company goes, “No, they need to work together.”

So, this individual has very low motivation to resolve. And with low motivation, it’s going to be very tough for them to do some of the uncomfortable stuff that conflict resolution processes tend to bring people into. So, there’s a level of discomfort that you have to look at motivation. So, if someone says, “I’m just not motivated to resolve,” then sometimes what I’ll do is I’ll work with them and kind of understand, “Well, what are you motivated to do? Like, how do we reframe motivation? What do you want here? What kind of work life do you want, for instance? Or, what kind of life at home do you want? Paint a vision for me. Tell me how it would look.”

And we create a vision and we go, “What steps can we take to get there? Or, if those steps aren’t possible, then is this the right place for you? So, I ask them, “Is this the right place for you? Is this the right relationship? Is this the right organization for you to be in?” Sometimes, a lot of times, when they get to the point where there’s just no motivation to resolve, they can admit, “I’m not sure that this is the right thing.” And sometimes I’ve coached people out of relationships, out of their work situations, where they just didn’t feel confident in doing it but they really wanted to leave. And so, sometimes that’s where it’ll lead, they just need some help.

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

Jeremy Pollack
I would just say I’ll reiterate these two main buckets of conflict resolution when people are resolving conflicts – care and then solution. I just want to reiterate don’t skip the care part and jump straight to problem solving. Whenever possible, do the care part first, meaning listening to someone, validate them, let them know that you care, that you agree with some part, you can find merit in what they’re saying, and then open up the space for collaborative solution-building.

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

Jeremy Pollack
Well, I think the Robber’s Cave experiment by Sherif back in the 1950s was a seminal work in intergroup contact theory. I think that’s a really important work. And the whole field of intergroup contact has emerged from that. Basically, a seminal work.

Pete Mockaitis
And a favorite book?

Jeremy Pollack
Getting to Yes, right behind me. Getting to Yes is a really foundational book on negotiation and conflict resolution. I think that’s a really important one.

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

Jeremy Pollack
When I do coaching work, I just use Google Spreadsheet. I track all our progress for my coaching clients in there. I’m sure there are other platforms that are more robust but I love to use something like a spreadsheet to track progress with every coaching client I have so I know exactly what we’re doing, what action items we’re using, and what commitments they’re making.

Pete Mockaitis
And a favorite habit?

Jeremy Pollack
Meditation. Morning meditation.

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

Jeremy Pollack
I have just a tendency to consistently kind of remind people to put care first, and that seems to resonate. Put care first.

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

Jeremy Pollack
You can go to our website PollackPeaceBuilding.com. I’m also at CoachJeremyPollack.com.

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

Jeremy Pollack
Final challenge to be awesome at your job, stay open-minded with people’s perspectives. Don’t think that your perspective is the only right one. There might be multiple right perspectives.

Pete Mockaitis
All right. Jeremy, this has been fun. I wish you much luck in all of your conflict resolving.

Jeremy Pollack
Thanks, Pete. I appreciate it.