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898: How to Reduce Workplace Drama and Ego with Cy Wakeman

By | Podcasts | One Comment

 

Cy Wakeman discusses why engagement is overrated and what really drives results.

You’ll Learn:

  1. How your ego ruins 2.5 hours of each day
  2. Three questions for breaking free from your ego
  3. Why to stop saying “should”

About Cy

Cy Wakeman is a drama researcher, international leadership speaker, and consultant. In 2001 she founded Reality-Based Leadership. She is the author of four books: Reality-Based Leadership: Ditch the Drama, Restore Sanity to the Workplace and Turn Excuses Into Results (2010), NY Times Bestseller, The Reality-Based Rules of the Workplace: Know What Boosts Your Value, Kills Your Chances, and Will Make You Happier (2013), No Ego: How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results (2017), and her newest release, Life’s Messy, Live Happy.

Deemed as “the secret weapon to restoring sanity to the workplace,” Cy Wakeman was voted in the top 100 leadership professionals to follow on twitter for 7 years in a row. In 2021, 2022, and 2023 she topped the Global Gurus list of Top 30 Leadership Professionals across the globe, coming in at #1.

Resources Mentioned

Cy Wakeman Interview Transcript

Pete Mockaitis
I am excited to be here as well and I have so much I want to learn about drama, and ego, and entitlement, and accountability, and results. So much juicy high-stakes stuff, Cy. But, maybe, first, could we back it up and tell us there’s a tale in which you had an accidental discovery which led you down the path of being a drama research. Could you tell us this story?

Cy Wakeman
Absolutely. I was doing some academic work, my Master’s degree, but also, at the time, managing position offices. I had 19 clinics and I was a pretty young leader, and wanted to combine my work with my studies so I could kind of do two things at once. And so, I was wanting to study how physicians were adapting to a lot of medical records, and I thought I would do a quick time study just to see if using dictation and moving to the computer where they had the keyboard would really change their productivity negatively.

So, I put an observer in every room and I had them time how much time the physician was spending with the patients or how much time they’re spending typing because I had a baseline from their dictation how much time they spent on recording. And I just wanted to see if the new electric medical record had really slowed physicians down as much as they were telling me that was the case.

And, very quickly, I got a call and I had only given the group two ways to record time – time with patients and time with the keyboard – and they pointed out they really wanted a third column, and I really wanted the research not to be changed. I just wanted to write my paper, graduate from graduate school, and be done. And they convinced me I would really lose out on a huge discovery if I hurried the completion of that course.

And I asked them, I got curious, “So, what would the third column be?” And they said, “Well, we record time with the patient, time with the keyboard, but the third column would be how much time the physician spends complaining about the keyboard and the patient.” And that was so juicy that I said, “Oh, my gosh, I’m a psychology social work background, I want to know this.” And it came out to be an astounding two and a half hours a day per person.

Pete Mockaitis
So, these doctors were spending two and a half hours a day complaining about how dumb it is that they had…and I guess this was in the early stages, it’s a new change. I guess, like, they would get old, I imagine, after some weeks or months.

Cy Wakeman
It doesn’t.

Pete Mockaitis
Like, years in, they’re still complaining for two and a half hours a day.

Cy Wakeman
Yes, the average person. So, when I found out that the average person, and it’s not just venting, but it’s internal, “This is freaking wrong. This shouldn’t be happening.” I thought, “Maybe these physicians, it’s a new change or they’re just whiners.” And I went out and I looked at nursing, I went out and looked at other healthcare, technical roles, I looked in finance, I just kept repeating this research, and the average person, good performer, spends about two and a half hours a day walking around, going, “I’ll do it, but I shouldn’t have to, and this is sick and wrong, and somebody should figure out a better way. And I was a consultant and no one asked me,” and it’s just this huge emotional waste, this source of emotional waste.

And so, that eventually ends up it’s 816 hours a year. And it’s not even about productivity because people can work while they complain. It’s about time spent being miserable needlessly because most of what people are complaining about, their suffering comes from story not actual reality. It’s their story of how things should be, not the real inconvenience of how it is. So, it just really opened up a lot of people’s minds to the emotional wastes that is really a problem.

Pete Mockaitis
That’s powerful. So, two and a half hours a day, and so some of this time is spent complaining and working at the same time, so it’s not necessarily all two and a half hours of that time…

Cy Wakeman
It’s not like we’re taking a break to vent, although some people do. But an example, as a senior vice president in a health system, we had a policy that really saw a patient or their family loss, we would be service oriented, we call it wayfinding. No matter your position, you would greet the patient and ask them where they want to go, or their family, and you would personally walk them there because hospitals are confusing complex places. It’s not always laid out very clearly.

So, while I’m doing that, with a smile on my face, “Where are you going? How’s your care here?” internally, I am thinking, “Screw all this. I have a paper bag. How hard could it be to do a GPS app to get people where they need to go. The signage around here is absolutely ridiculous.” But, outwardly, I’m kind to people but burdened because I shouldn’t have to be, “This is somebody else’s responsibility. I’m surrounded by jerks and idiots.” And it’s just that constant judging that separates and erodes, and it’s really the source of ego. It comes from ego.

Pete Mockaitis
Oh, fascinating. So, some of this complaining is internally, inside our own headspace. You’re not verbalizing it externally.

Cy Wakeman
A lot of it is. A lot of it is judging. Yup, judging not helping. It is even creating a story about someone so that it inhibits your collaboration because your mind is saying, “I already know what this is about. They’re out to get me. I’m a victim. They want to disprove me with my boss.” Like, there’s so much dialogue internal and external. But what I’ve come to do with my research is teach people two things.

I teach them how their mind works so they quit getting played by their ego, and they quit believing everything they think as if it’s true, and I teach people how the world works so they stop arguing with reality, which is an argument you’ll lose, like, 100% of the time. Two colossal wastes of energy when people really could have an impact.

Pete Mockaitis
Oh, boy, Cy, there’s so much to jump into here.

Cy Wakeman
Is that by topic?

Pete Mockaitis
All right. So, the book is called No Ego: How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results. So, maybe first, let’s just define ego. What precisely do we mean by ego?

Cy Wakeman
So, ego is not a bad thing. We all have it. The way I talk about it is it’s a part of your mind that can provide protection, it helps you when you’re two years old, separate out from your mom, and come to know that you’re separate in the world. And, as human beings, we tend to really overuse it. It’s a very primitive part of our brain. Its job is really to keep us safe and be pretty paranoid, and not give people benefit of the doubt.

The way I explain it is, like, if you imagine having a light switch on your forehead, like a toggle switch, an old-fashioned switch, not a dimmer, not Alexa, like just a toggle switch. And when it’s toggled down, you’re seeing the world through the lens of ego, and it’s like wearing a pair of glasses, prescription glasses, but it’s the wrong prescription. It distorts your view of the world.

So, when you’re getting information in through the lens of ego, you see fact plus story, fact plus color commentary, and your view of the world is very distorted. You see the world as more dangerous. You come to the conclusion, usually, that you’re the victim, somebody else is the villain, and you’re helpless, and it’s distorted information upon which you make pretty outlandish decisions based on, and then you co-create the very thing you probably feared.

So, let me give an example. I’m driving down the road, and all I know if I told you the facts were that someone appear to be male, driving a pickup truck, bumper stickers which I disagree with on the pickup truck, saying things that I would not support, moves into my lane of traffic, allowing me less room than I prefer. So, all this happens on my morning commute as I was driving, and someone, who I described, moves into my lane of traffic, and I prefer more room than that person driving gave me.

Now, if that’s all the information I have, if I just keep it right there an accurate view of reality, I would make good choices. I would say, “Oh, my gosh, I prefer more room, so I will slow down and allow this person in, and continue my beautiful commute. There’s nothing to be upset about, there’s nothing to be mad about.”

However, many of us experience those facts and we add story, “He’s a male chauvinist. Obviously, he doesn’t care about human life. He’s the problem with this country. He doesn’t care about human life. Got up this morning, he doesn’t respect me, tried to kill me as if he owns the road. It’s absolutely ridiculous.” And it sparks in me what feels like real emotion and anger, but the anger didn’t come from reality. Our suffering isn’t from reality. It’s from the story we make up about reality.

So, what choice do I make? “I prefer safety and room between us, but given his behavior, game on, I speed up. If he wants it unsafe, I’ll show him unsafe.” And now I co-create the very thing I said I stood against, so I get to work. It’s not very bonding to say, “You know, Pete, my commute, just a lot of it is adjusting to other people moving into my lane with less room than I prefer. How was yours?” There’s no bonding to happen.

But if I’m like, “Oh, my gosh, thanks for asking. Attempted murder. This guy, like, literally, tried to take me out, and it was absolutely ridiculous and it escalated.” And now, what my ego has got me doing is just crunching on dopamine, crunching on like a brain cocktail, and actually believing everything I’m saying. And we operate at that heightened distorted view of the world.

And the conclusion I come up with is, “I was an innocent victim. He’s a villain,” and that we have to have very harsh consequences, two people who act like that. And we just keep separating it out. At the time at work, we need to be collaborative, we need to be inclusive, we need to be turning towards one another, and putting all ideas on the table. We’re judging, not helping.

And so, when you’re toggled down, you’re using the most primitive part of your brain and you usually don’t have very many options. You have fight, flight, freeze, or fawn, so what people do is they say, “There’s nothing I can do.” They disengage. They create impact. They disengage, they can’t have impact, and so then they feel, like, work is not engaging them but it’s actually their story that’s not engaging.

But when we’re toggled up, because we have another option, you’re bringing coherence, you’re using high levels of consciousness, you’re seeing the world as it really is. And when you’re toggled up, you have a thousand more choices, and it doesn’t feel like such a burden. And so, as you toggle up, you’re naturally your best self, you’re most evolved, you’re highly accountable, you’re collaborative, you’re resembling all the things that you could be to really co-create some amazing things.

But most people toggle down, outsource their happiness and their circumstances, rather than toggling up, seeing reality as it really is, and looking for ways they can plug and play that rebuilds and has impact, and is inclusive and collaborative, and creative and innovative. And so, once I can teach people how to run their toggle switch, which is simply through the act of self-reflection and questioning your own thinking, once I can teach them that, the same job is very different, the same colleagues are partners.

It’s not toxic positivity. It’s not just thinking better about people. It’s seeing reality as it really is so you realize most of what you thought happened never did. So, it was just your brain trying to protect you.

Pete Mockaitis
Okay. All right. So much good stuff here. So, toggle up, toggle down is like we sort of have a switch or a gear shifter, and we got the down mode, which is our primitive lizard limbic stuff, fight, flight, freeze, or fawn. I understand fight, that’s aggress, “Let’s rip into it.” Flight, “You know what, I’m out of here. Forget it,” leave the room or check out.

Cy Wakeman
Or quiet quitting, “I stay and just quit.”

Pete Mockaitis
Yeah. Freeze, that’s just sort of like you just sort of disassociate or do nothing. You’re just sort of like do. And, now, what’s fawn? I don’t know about this one.

Cy Wakeman
Fawn is when, let’s say, we stop at the gas station, the guy goes, “Hey, sorry I cut you off.” And I’m like, “It really wasn’t any issue. I didn’t even get upset about it. I understand. It’s hard to drive a pickup, especially with all those bumper stickers on it. It might be difficult.” It’s that fawning is really a passive-aggressive approach.

So, like, in a meeting after the meeting, you talk really aggressively about what happened. And then when somebody asks you directly, “Do you want to add any comments or talk about the risk of this idea?” you’re like, “No, I think it looks amazing.” So, it’s really kind of self-abandonment, fawning is.

Pete Mockaitis
Yeah, and it’s interesting to think of it in the same context of those other options because it almost feels more devious and conscientiously chosen.

Cy Wakeman
And people say, “Our culture is just nice. We treat people like family.” I’m like, “That sounds a pretty dysfunctional way to treat family.”

Pete Mockaitis
Yeah. Okay. And then toggle up, so I like it. There’s a limited set of options versus toggling up. I’ve got a whole broader set of options, like, “Do I engage? Do I give a gift? Do I problem-solve something?” So, there’s a whole lot of ways we can go about that. All right, understood.

Cy Wakeman
And, usually, when you’re toggled up and you’re in high levels of consciousness, you’re helping not judging. You’re curious, you’re compassionate, you’re open-minded, open-hearted, “How can I give a person the benefit of the doubt? How can I turn back towards them? How can I approach this with curiosity?” because you’re not being driven out of, “I’m in danger and I have to do drastic things.”

Pete Mockaitis
Okay.

Cy Wakeman
I think your listeners want to know if they do this, go on social media, read some posts you disagree with, and look at how you respond. So, if you agree with me, and write, and like, “Heck, yeah, Pete, great post.” If you don’t agree, I just put an emoji, like a calf and a poop symbol, and go, “I hate for this woman to be my manager. She sucks,” after a one-minute video. And instead of, “Tell me more,” or, “How might you apply this to this particular situation?”

Like, so many of the algorithms in our daily lives drive us towards polarization and settle in cognitive dissonance where many things can trip us in time with simplistic polarized yes-no, “Whose camp are you in?” and then, like, “What if we can sit if there’s only one camp?” It’s like the world and the human race. There’s all these divisiveness, and that’s really the work of the ego.

Pete Mockaitis
All right. Well, so then what are the tools we would use to do the toggling up to get out of some of the drama and unpleasantness here?

Cy Wakeman
Really simple. There’s these great questions that will set you free, and the first question I like to ask myself is, “What do I know for sure?” And that loosens the ego’s grip on my view of the world. Like, “You tried to kill me,” like, actually, I don’t know that for sure. “He’s a male chauvinist pig,” I don’t even know if it’s his pickup. I don’t even know if he believes the bumper stickers. I really don’t know what those four words mean to him.

So, when I ask, “What do I know for sure?” it gets me back to reality. And then the next question, now that I’ve stopped judging, I can ask myself, “What could I do next that will help? If I say I want world peace, what can I do next to be peaceful? If I say I want safe commutes, what could I do next?” And now it brings us back into helping, not judging, and personal accountability. And sometimes what I can do is just bless them or give them the benefit of the doubt. It doesn’t have to be any action.

And then a really final call for me is I often ask, because I want to live according to my principles and integrity, is, “If I were great right now, if I were my most evolved self, what would my next right action be?” And those three questions, those questions live in me. I just walk with them and I ask my teams a lot. So, when they come in and they’re mad at that colleague, I’m like, “What do you know for sure? Now, that you’ve stopped judging, what could you do to help? And if you were great right now, what would great look like?”

And that, people in their higher self, they usually come up with really helpful things that will move things along in the direction we all hope for.

Pete Mockaitis
All right. Well, maybe could you give us an example? Let’s say someone is upset, they feel like they should’ve been included on an email, on a meeting. They feel undermined, cut out, excluded, something along these lines. It’s like, “I was not consulted, and I don’t like it.” How would we work through that?

Cy Wakeman
So, I would first premise with is a lot of people are like, “I just need to vent,” and they think venting is sharing feelings but venting, really, is a behavior, and it’s not sharing feelings. Venting is feelings plus story. So, feelings are like, “I’m frustrated.” A little context is, “I understand there’s a meeting that happened that didn’t include me, and I have some expertise in that area. My preference would be getting included.”

The venting is the respite, “They did this crap on purpose. They’re purposely excluding me. They want to discredit me. They’re trying to get by with something. And then you go back in history, they’ve done this 18 times. I’ve kept score.” That’s the venting part. So, let’s say my team member Alex comes in, and for my team, we’ve committed to note third options. You can either step in and impact. You can radically accept and extend grace, mercy, and tolerance.

But the third option where they don’t want to do either one of those, they just want to vent about it, most really great spiritual teachers, if you want little suffering, say, the third option, you can impact, and not control, its impact, or you can radically accept. Alex comes in, and says, “I’m so frustrated.” And as a leader, I want to validate his feelings, his experience, I’m like, “You look frustrated. What’s up?” “Well, Sara didn’t give me the information I needed for my report tomorrow. I’m going to have to stay late and I’m going to miss my kid’s ballgame.”

So, I can validate for him his experience, “Gosh, that sounds frustrating.” What I don’t need to validate as a colleague, a friend, or a leader, is the sense his ego is making of that.

Pete Mockaitis
Yeah, “Boy, she really did you dirty there.”

Cy Wakeman
Yeah.

Pete Mockaitis
We don’t go there.

Cy Wakeman
Feelings sharing is like, “I see you’re frustrated,” but when he goes on to say, “She does this crap on purpose. She’s just trying to discredit me. Ever since she got that promotion, she thinks she’s all that bag of chips, and doesn’t realize that we’re still equal.” And I’m like, “Time out, time out. Two choices. If you were great right now, what would great look like? Please step up and impact this.” And he might consider that because self-reflection, you can’t vent and self-reflect at the same time. Your brain cannot do that.

That’s why it’s such a good hack because you can’t vent and help at the same time. So, I’m like, “Consider this question. If you were great right now, and you really wanted to impact your working relationship, that you were included and informed, what would that look like?” And he’s like, “Ahh, I could just simply like maybe put a reminder on our calendar three days before due date every month I needed the information, and to reach out to her to see if there’s any issue.”

I’m like, “Oh, my gosh, awesome. Go be great.” He’s like, “Yeah, but I shouldn’t have to.” The ego came calling. And I go, “Oh, my gosh, you were almost great.” The ego makes up rules that aren’t real and then when people violate it and we get really mad about it, like, “I shouldn’t have to put a reminder on a colleague’s calendar that’s helpful.” So, I said, “No problem, you don’t have to impact it. Then your other choice is can you radically accept it, that some days are like that? Have you ever been in a position where you missed a deadline? Can you extend mercy, grace, and tolerance?”

And his heart softened. He’s like, “Oh, my gosh, yes. She’s a good team member. We’ve had a lot going on. She helped me out before.” And I said, “Perfect. Like, can I help you? Like, if you have to stay late, I’ll pull some numbers for you. What do you need?” And we start working on that, and Alex goes, “Well, wait a minute. So, she’s just going to get away with it?” And I’m like, “So, you’re not letting it go? So, you’re going to impact it.”

And when you put the bagel in a squeeze box like that, you can see it grows more and more ridiculous, “So, you want her to pay for it and you don’t want to help her remember it, and you want an engaging great place to work without you being willing to do any part in helping your human companions?” And so, that whole piece of it, in the beginning, people get really mad because the ego can’t find a place to be a victim in there. It’s like adulting. It’s how the adults step up to impact. Yeah, it’s like adulting.

Pete Mockaitis
These are fantastic distinctions which just really clarify and crystallize things. So, sharing feelings plus context is different than venting. Venting is creating a big old story, it’s like, “I felt this associated with these things.” Okay. And then the main choices are: make an impact, change the situation, radically accept this is how it is, and extend mercy, grace, and tolerance, which feels nice. But don’t vent because then you’re just sort of giving ego fuel and being a victim, and that’s not really great for anybody in terms of our emotions, our engagement, our feeling good, our work relationships, etc. So, that’s cool.

Cy Wakeman
Exactly. And that’s a great point because a lot of people, I’m like, “So, why do you want to vent?” They’re like, “I want to feel better.” I’m like, “I have a more scientific way proven to feel better, which is accountability.”

Pete Mockaitis
Absolutely. Yes, I’ve seen some of the research.

Cy Wakeman
People are like, “I want to feel better,” but venting comes with a hangover. And the more you vent, the more you’ve trained your neural pathways that you need cheap dopamine and heightened disgruntlement. And for the ego to stay alive, it needs to stay mildly disgruntled. It eats anger for lunch. So, now you have to look elsewhere in the world for something that is wrong. And what we start doing is we outsource our happiness, “I’ll be happy when I have the perfect boss who’s never human. And I’ll be happy when everyone works exactly like I do. I’ll be happy when everyone agrees with me.” I’m like, “Well, your world has got to be pretty small then for you to get happy.”

Pete Mockaitis
Absolutely. That notion, “I shouldn’t have to,” and you said we make up rules, and then are angry when other people don’t follow them. And I’m thinking, I got a book on my shelf, Feeling Good, Dr. David Burns, talking cognitive distortions and ‘shoulds’ is a big one. I would love for you to dig into this territory a little bit. How should we think about ‘shoulds’? And what is an optimal approach when we hear our brains firing off that stuff?

Cy Wakeman
I’m so glad that you bring up on your podcast the solid evidence around cognitive distortions and all the ways that we do that. I think the best way I can explain my view on should is a question. So many people come to me as a therapist, it was about marriages, “Should I stay? Should I go?” And at work, like people come to me all the time, like, “Should I stay here and put up with this crap? Or, should I just leave and find another job?”

And what I tell people is, “If those are your questions, you’re never going to get good answers. If you want better answers, get better questions.” And when you’re using should, “Should I?” it’s a problem. One, it’s external focused, “What would you do?” or, “What would another person do?” or, “What would a good girl do?” or, “What would God have us do?”

It’s also very conditional, “I have a good week at work, then I should stay,” “I have a bad week work at work, then I should go.” So, it really keeps us externally focused. It’s so conditional, made-up, and silly. I would ask people, “What’s your soul craving right now?” or, “What do you hope to see happen? And then, how can you get that using your words and your actions, and evolving yourself to move through the world more skillfully to get that more often?”

Because that should piece has so many implications, like, “The world owes me something. There’s a formula on how the world should work. And I’m in charge of how people should behave. And I had some agreements, somebody’s ripping me off because my birthright is a perfect boss.” It really gets you into territory that you’ll be chronically disgruntled.

Pete Mockaitis
Understood. So, if we catch ourselves in a should, is there sort of like a stop, drop, and roll or key protocol or steps you recommend we do?

Cy Wakeman
When you get into should, know that you’re absolute into story of how you would prefer the world to work, but you haven’t even questioned that. You may not even prefer it that way. But when you get into ‘shoulds,’ it is the key indication that you are externally attached and you’re into ego, your view is distorted, and you’re trying to dictate and control people, places, and things, and it will lead to complete and utter misery. It’s like co-dependency.

So, the minute you just start hearing that in your language about, “Here’s what they should be doing,” or, “Everyone knows that this is how it should happen,” just back out of it, and just say, “What is it that I want to be part of creating? And if I were doing that splendidly, what would I be doing right now? Invite other people to join me in that creation.” Like, get that internally focused. Get focused on, “What if we could? And how could we?”

And, for me, those stop, drop, and rolls are energy management. So, a lot of people are putting their energy into, “Why I shouldn’t have to.” If an organization has this strategy, like, “Well, they shouldn’t ask us to do that. And here’s what we shouldn’t have to. And here’s why it won’t work,” and I say that leaders today aren’t there to manage the work of people. They’re there to manage the energy of people away from why we can’t and why we shouldn’t have to, to how we could. And people get fired up about being part of the creation process.

And so, it’s like, “Well, let’s dream and scheme what would great look like. And what if we could, how could we?” and you re-plug people’s energy into that, now people have impact, which is what we all crave, and we’re in high levels of consciousness, and we’re out of ego. We’re seeing a lot of options that we didn’t see before. We’re into creativity and we’re into some big energy stuff. Very nourishing anti-burnout stuff.

Pete Mockaitis
All right. And I think when it comes to should, in my own head, some of the most loud, or resonant, or powerful, emotionally feeling ‘shoulds’ involve things that are, I guess, associated with the law, like, “They should not be breaking the law,” or, “They should not be lying,” or sort of legal, or moral, or just like abundantly obvious resource things, that cost ten times what it could.

Cy Wakeman
It could be. I think what happens with should is it’s the way we feel justified in judging because I really believe that people are innocent till proven guilty. And so, I’m like, “They deserve a fair trial,” and I’ve already tried them and decided that what they did was wrong, or if a jury of your peers has said that by all accounts seems they have broken the law, then we support the consequence society has agreed on.

But we tend to take it out of the judicial system or out of the consequence system and put it in our own judgment system, and that’s where I have an issue. I wish people would replace the word ‘they should’ with ‘I prefer’ because that’s really owning it. That’s really owning it. Like, I grow as a therapist and social worker, and if you look at many of the people incarcerated, we can get from a privileged statement that’s really judge-y, and like, “They shouldn’t have broken the law.”

And so many times I want to say, “Come with me, give me all your money, give me all of your defenses, you grew up in a crappy environment, you have no boundaries, you’ve been traumatized, you’ve been sexually abused, your brain doesn’t work right, and you need position, power, food, something. Where’s the ‘should’ come into that?” Like, it’s very predictable when there aren’t those support systems there that the same people believing their same thinking will commit the same thing.

And that’s why most people who are saying ‘should’ have so much hypocrisy in their lives. Like, “People should not steal,” “And I cannot put something in my taxes because it’s not a big deal, and it’s not going to get caught. And the IRS is really underemployed,” or, “People should not lie.” And I lie every day. Actually, it’s a federal offense when I lie. I go into security at the CDC or NIH or NASA, the places I get to work, and if you lie to a security officer upon entry, it’s a federal offense. And they ask for my ID. And every day I turn over my driver’s license that says I weigh 150 pounds.

And so, all I’m saying is that when we are really focused on what other people should and shouldn’t do, we have these moral stances, it’s really just trying to protect ourselves in trying to control the world. Instead, I could say, “I would prefer we all seek to be more honest with one another.” That’s a more inclusive turning towards one another, but it happens a lot, too, at townhall meetings. Leaders should be kind and transparent, and create psychological safety, and make the world safe, and listen, and include.

Like, the list for leaders is long, and then in a townhall meeting, people are standing up, and are like, “Well, I don’t have all the facts, that I know that you’ve lied about this, and you fired that person,” and there are behaviors from employees that are not kind, or psychologically safe, or demanding answers, and it’s like their anger at leaders should include them, and we can also include in our leaders. Leaders should never lie to us, “Did you say when you called in sick that you weren’t sick, that you just really want to go to the Taylor Swift concert?”

And that’s where I think we need to be careful at ‘shoulds’ because ‘shoulds’ lead to shame but internally. We’re trying to shame others for not living up to it but they lead to internal shame because once I ‘should’ you, I’ve just guaranteed that probably a standard for you that I could never live up to.

Pete Mockaitis
Yeah, well said. Well, so while we’re hopping around your worldview, you also say that we should reject the fads of engaging employees and meeting their needs. What do you mean by this? And what should we do instead?

Cy Wakeman
Yeah, this is often taken out of context. What I have found out is that we really over-rotated on engagement. It’s like, “How can we create this workplace where people don’t have to face any sort of hardship and we can take care of as many needs as possible?” And while it’s beautiful, if it’s not balanced with personal accountability, it will lead to entitlement.

And so, I want people to create great engaging workplaces for high accountables. And the reason I say this is the same behavior will not please someone who’s in the state of low accountability and high accountability at the same time. So, if we need to make changes in our organization to stay competitive in the marketplace, if we slow change down, high accountables are like anxious, like, “Why aren’t we implementing this to stay competitive?” But if we speed change up, low accountables are getting anxious, like, “Why do we keep changing things? Why can’t we keep it the same?”

So, to think that we can engage people in a state of low accountability is really just not supported in the evidence. I can only work with the willing, and engagement has a lot to do with my shared accountability to lead. And what we found in the research, people in states of high accountability are more reasonable and they engage more easily in the same workplaces that people are in, say, low accountability are disengaging, that there’s a big part of engagement that is a choice that says, “I realize reality will be imperfect, and I would like to join you in relationship where we can move through that skillfully.”

And a lot of people, their minds are very conditional, “I’ll buy in as long as I get communication and I get this, and no one ever adds something on, and we’re all paid the same, and we’re always given enough notice.” And I’m just like, “What are the odds that that world is ever happening?” And it’s like, “Then what are the odds of you ever engaging?” And the part about that when you disengage is that you feel separate and you feel not part of something. And if you are a disengager, you will disengage at many relationships over time.

That’s just my therapist background, “I just show up at work and do no engagement. I do nothing. I hate it there. My life at home is amazing.” And I’m like, “Probably statistically impossible.”

Pete Mockaitis
Okay. So, then when it comes to engaging employees, it’s not so much that, “We’re going to do a thing that’s going to engage them,” but rather…

Cy Wakeman
“I can’t buy you love.” “I cannot buy your love,” that’s co-dependency.

Pete Mockaitis
Understood. And, likewise, meeting their needs, it’s sort of like there’s an independent sort of responsibility piece that cannot be fulfilled by an external third party. Is that kind of your main message there?

Cy Wakeman
It’s my main thing. And I’m not anti-engagement. I think the people that work for me would tell you that it’s a fantastic place to work. We have very few rules. We just deliver great things. But the prerequisite is that you’re an adult, and a high accountable, and have a lot of skills to move through the world with a lot of loving kindness, inclusivity. The key is I can’t buy you in. Buy in is a verb. If you buy in, then we all have a responsibility to create a wonderful workplace.

And so, here’s a great tool to see where you’re at on this. A lot of people do engagement surveys, and then the leader comes in and says, “Okay, here’s what you said in the survey. Let’s make a list of what we need, what you want here at work. Like, what do you want? What would great look like? What do you want created?” And people come up with a really gold-plated list, like, “We want everybody included, and everybody should be consulted. Decisions have to be made quickly, and even if we don’t have expertise, and even if we have no stake in it.”

And this list is long, and most people want the leaders to take that list and go fix reality and deliver that. And a real question is, “Before I take that list to somebody’s leader,” I say, “Well, here’s the second part to this assignment. What are you personally willing to do to get it?” And a lot of times, that list is really short. The list is long that they want, and what they’re personally willing to do is, like, “Wait for it,” or, “Be here when you get back with it,” or, “Participate if everybody else does it.”

And I’m like, “What are the odds of that working?” And we just fill that list more robust where that’s personal accountability. And then our really awesome list is the third list, “Now that we have people participating, what can I, as your leader, what can the organization do to support all of this?” And that’s called attribution in a healthy way.

When high accountables are stressed or suffering, they first look to themselves, and they go, “What’s my part in this?” Like, I was betrayed in a marriage. Everybody could think he was the bad guy. I had a part in that. I abandoned myself long before he abandoned me. Like, I compromised on some. Like, if I don’t learn that, then I can’t really trust anybody in a relationship. I had to learn that.

So, once people identify that, then it’s like, “Here’s what we’re willing to do. What can the organization do?” So, when a high accountable suffers, they go, “I’m in pain here. What’s my part in it? And then what do I need from others?” And then they use the words and they don’t demand it. They request it and work to a solution.

If somebody is in low accountability, and they’re struggling, they skip that part where they attribute anything to themselves, they’re like, “I’m struggling. My leader sucks,” or, “I’m struggling.” What the ego does is it intellectualizes feelings, like anxiety into grievances. I wake up today anxious. I do a body scan, and I’m like, “I feel anxious. And so, great information. How can I move through today knowing I feel anxious? I can be more careful with people. I can really remember that they don’t read my mind and ask for what I need, and move through with that information.”

A lot of people have outsourced their happiness. They wake up, and go, “I feel anxious,” and then they intellectualize it, they’re like, “Why? Oh, I know, because my leader doesn’t tell me anything.” And so, we’re intellectualizing so many things into grievances, and now we’re outsourcing, we’re dependent upon everybody else for how we feel, we’ve outsourced that.

And I’m just inviting people. This isn’t blaming the victim. A lot of people get in, like, “Oh, she’s gaslighting.” And I’m like, “That would be your ego trying to discredit. Just stay curious for one minute longer and just wonder if your life might improve if you just reflect on what is also your part in this, and how can you partner differently with the people that can help you.”

Pete Mockaitis
All right. Cy, this is a refreshing completely alternative way to run the brain to a common practice and culture, and I dig it. Tell me, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Cy Wakeman
I really invite people to do what you did, the books on your shelf. Get to know you as a human being. Where is your co-dependency? Where is your dysfunction? Where is your trauma? Where is your own cognitive dissonance and limiting beliefs and ways your brain is playing you? And as you discover that, a whole new world sort of opens up to you. So, I just encourage people to become a student, a curious person.

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

Cy Wakeman
Okay. Favorite quote, most of them that I love are from Rumi, a poet. And favorite quote is, “Out beyond the ideas of right-doing and wrongdoing, there is a field. I’ll meet you there.” And that’s just really a call for me to get out beyond judgment and just meet people where they are, and love people up, and call people up.

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

Cy Wakeman
My favorite study is the study that showed the observer effect, where as they shut light, it acted differently when it was being observed than when it wasn’t being observed. And it really just shows that we’re always involved in a process of co-creation. So, take your part of co-creation very seriously. We’re always affecting the outcome.

Pete Mockaitis
Yeah, that experiment is so trippy.

Cy Wakeman
It’s mind-blowing.

Pete Mockaitis
Some folks are like, “This is proof we live in a simulation.” I was like, “You know what, I don’t know if we can jump to that conclusion.”

Cy Wakeman
It’s mental blue pill Matrix. I’m like, “No.”

Pete Mockaitis
It certainly makes you scratch the head, like, “What is going on here?” And a favorite book?

Cy Wakeman
My favorite book is, I’m huge into poetry, so my favorite book is anything by David Whyte, probably Consolations.

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

Cy Wakeman
I’d say it’s still low tech, my journal. If it needs to be self-reflected on, or remembered, or attended to, it goes pen to paper. I really think all war internally belongs in the ear. Once you get out beyond the ego, you can see it for what it really is. So, it’s got to be pen and paper, Byron Katie from TheWork.com talks a lot about that.

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

Cy Wakeman
Yeah, your ego is not your amigo, and stop believing everything you think, every question. If you think something that causes you, like you’re hooked, or you’re sure, or you’re out of curiosity and compassion, I would question them.

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

Cy Wakeman
I am at Cy Wakeman everywhere. Our newsletter is fantastic and you can sign up for that at RealityBasedLeadership.com/newsletter. We don’t sell you stuff. We just give you a great short content to consume and use with your team, friends, and colleagues.

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

Cy Wakeman
My final challenge would be tune in more to your own thinking and be an observer of your thinking. You are not the thinker. You’re the observer. And a lot of us are moving through life pretty unintentionally.

Pete Mockaitis
Well, Cy, this has been a treat. I wish you much fun and love and minimal ego.

Cy Wakeman
Thank you. And thank you for the honor of being on the show. It’s fun to talk about these things. So, thanks for what you do.

888: How to Get Results without Damaging Relationships with Dr. Nate Regier

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Dr. Nate Regier reveals his process for practicing compassionate accountability that builds relationships.

You’ll Learn:

  1. The three switches for greater compassion every day
  2. A handy template for dealing with any conflict
  3. Why lowering standards doesn’t help those struggling

About Nate

Nate Regier, PhD, is the CEO and founding owner of Next Element Consulting, a global leadership consulting and training firm helping build cultures of compassionate accountability. Dr. Regier is a former practicing psychologist and expert in social-emotional intelligence, interpersonal communication, conflict skills, and leadership. Recognized as a Top 100 keynote speaker, he is a Process Communication Model® Certifying Master Trainer. Nate is the author of four books: Beyond Drama; Conflict without Casualties; Seeing People Through; and his newest book, Compassionate Accountability. He hosts a podcast called “On Compassion with Dr. Nate,” writes a weekly blog, contributes to multiple industry publications, and is a regular guest on podcasts.

Resources Mentioned

Nate Regier Interview Transcript

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

Nate Regier
Pete, it’s great to be here. Thank you.

Pete Mockaitis
Well, I’m so excited to get into some fresh wisdom from your latest book, Compassionate Accountability: How Leaders Build Connection and Get Results. But first, I think we need an update on the barbecuing situation. Are you still competing? Where does that stand?

Nate Regier
Well, that’s a good question. I got some good news and I got some kind of sad news. Yeah, the competing continued and, in fact, I’ve taken on helping organize a local barbecue competition in my own community as part of a festival. So, we’re doing that but, sadly, the team that I talked about last time, we’re kind of on a hiatus.

Pete Mockaitis
Oh, the butts.

Nate Regier
Yeah, my brother-in-law and the pit boss and the main organizer and the main impetus behind it all, he passed away from cancer last year.

Pete Mockaitis
Oh, I’m sorry.

Nate Regier
Yeah, thank you. So, we’re barbecuing in his memory these days but not quite the same level of competition.

Pete Mockaitis
Understood. Well, I’m glad to hear you’re continuing to stay involved and good things are happening in the community and with barbecue. I was recently on a camping expedition, and someone brought their smoker with them. It wasn’t backpacking. That would be a whole nother level of commitment.

Nate Regier
Oh, yeah, they make tabletop ones but, man.

Pete Mockaitis
And, yes, it was exceptional. So, tell me, any best practices for meat that you think normal folks who are not 100% committed at competition level should know about?

Nate Regier
Man, I tell you, I am such a fan of the Big Green Egg and you can give them almost anywhere now, and it’s just really hard to mess anything up in those things. So, that’s what I need. And they make little tiny ones. So, that’s what I’d recommend if anybody wants to get started in the smoking business.

Pete Mockaitis
Okay. Now we know. We put it on the record. All right. Now, let’s talk about the book here. Any particularly surprising, or counterintuitive, or striking discoveries you’ve made about accountability as you did your research for your book Compassionate Accountability?

Nate Regier
Yeah, a couple, actually. This whole notion that accountability is not contrary to compassion and is not in competition with compassion is really the biggest thing that we’ve been discovering in that people really seem to think that they’re different. And that when push comes to shove, most people will choose one or the other, thinking that they’re somehow opposite. And it’s just an interesting phenomenon, and leaders struggle like crazy with that dilemma.

Pete Mockaitis
Okay. So, how would you articulate the perceived disconnect?

Nate Regier
The word accountability is really loaded. This whole idea of, “We need to hold people accountable,” or, “They need to be held accountable for their actions,” it’s a huge word, it has somewhere, I think, people mean something like owning up, or maybe being punished, or maybe having consequences, or somehow need to have it pinned on somebody.

And so, the word has really negative connotations, it’s loaded. And so, it’s kind of like a hot potato, yet in leadership, as in most relationships, accountability is incredibly important for trust, for consistency, for integrity, and yet we don’t see a lot of people that are comfortable doing that in a way that preserves dignity, that preserves relationships. It isn’t kind of a gotcha kind of a mentality. And so, that’s where we’re kind of at that nexus between those two.

Pete Mockaitis
You’re right. The word accountability, it often shows up in criminal, like, law and order proceedings, “We need to hold them accountable,” which is a very different vibe, “We’re going to collect evidence and prosecute this person and send them to prison” than “Oh, hey, you didn’t quite do some of the things you committed to doing earlier in the workplace.” Very different charge and yet the same word pops up there.

Nate Regier
Well, the way you just said it invites me to clarify something that I should’ve said earlier, which is accountability isn’t something we do to people, and that seems like kind of the way you and I describe it, it’s like, “Oh, we got to go do this to them, make sure they own up and pay.” Accountability truly is something we do with people, so it’s really a process that happens within relationships. And so often, accountability, in today’s world, seems to be such an adversarial kind of a thing.

Pete Mockaitis
That’s a good one. Thank you. So, it’s collaborative process, not so much an intense, “I’m doing this to you. I’m inflicting accountability upon you.”

Nate Regier
“Oh, you’re going to pay.”

Pete Mockaitis
Lovely. Well, so before we dig into some of the details, I’d love it if you could get us fired up by sharing an inspiring story of someone who adopted some of your compassionate accountability perspectives to see some awesome results.

Nate Regier
Yeah, I’ll tell you one. I’m not going to name names because we’re kind of right in the middle of an engagement with this organization but the president shared with me the other day on one of our leadership team consulting sessions, she said, “Man, this template you’ve developed for compassionate accountability, it’s no joke.” She said, “I kind of was like, ‘Yeah, I’ll try it, I’ll try it.’” She goes, “I used it with my kids and it’s magical. Like, I couldn’t believe how we just resolved the situation.”

And she goes, “And so then I started using it with my employees and it just works.” And she goes, “I never really thought, I never really conceptualized that you could build a relationship at the same time that you’re trying to pursue accountability, and it’s really pretty cool.” She said, “I’m enjoying what it’s doing with my relationships.”

Pete Mockaitis
Well, Nate, we’re going to have to immediately go to that. Tell us about this magical template, what is it? Where can we get it? How does it work?

Nate Regier
Well, we’ve been teaching a process for engaging healthy conflict. I think I visited it with you on the last time but we’re really trying to make it simpler and simpler and simpler. And what we’ve identified is what we call the three switches of the compassion mindset. And it’s a way of thinking about ourselves and others that embodies the fullest intention, the fullest meaning of compassion. Compassion which means to struggle with.

Remember we talked about it’s a collaborative effort, these are hard things. And so, we’ve identified these three switches that we call value, capability, and responsibility. And we can give people some basic kind of guardrails and guidelines to say, “Are you keeping your switches on?” And if you have all three switches on when you’re engaging with somebody, you can really have pretty transformative conversations. And if you need more help, then we can get down to the nitty-gritty about some of the templates and formulas for how to actually do that.

Pete Mockaitis
Okay, the three switches: value, capability, and what?

Nate Regier
And responsibility.

Pete Mockaitis
Responsibility. So, then what do we mean exactly by having these switches on versus off? Could you maybe go into some demonstration of what that sounds and feels like in practice?

Nate Regier
You bet. So, the metaphor switches we chose carefully because, I’m right here, I’m actually holding, you can see these, I’m holding some switches.

Pete Mockaitis
Oh, there you go.

Nate Regier
And we have them in our house. Imagine a three-switch wall played on your house, each one runs a different light or a different appliance or whatever, and behind all these switches is this incredible amount of energy, electricity, just waiting to be used. And when you turn on that switch, you complete the circuit and you give, you intentionally free that energy to go do its job.

And so, each of these switches is an intentional choice we make on how we’re going to spend energy in order to light up the world. And each one of these switches, the switch of value is powered by this fundamental belief that human beings are unconditionally worthwhile. We are valuable because we’re humans, not because of anything we do or say. And nothing can diminish our innate human value.

And so, that invites and imply certain behaviors. Same is true for the capability switch, which is powered by…well, let me just stop there. So, anything you want to know more about there, about this whole metaphor of the switches?

Pete Mockaitis
That’s cool. I dig it in terms of we flip it on or off, and the electron can flow to light up something when we’ve got it on versus it can’t if it’s interrupted, so understood there. And then when it comes to value, yes, I think that’s fantastic as just sort of a fundamental reorientation reminder maybe for every day and every human interaction that human beings have unconditional dignity just cuts.

Nate Regier
Right, just cuts.

Pete Mockaitis
Not because they perform well or poorly but just intrinsic to their humanity, whether you draw that from a religion, or wisdom tradition, or the United Nations Declaration of Human Rights. I think that is a foundational notion that is just great for all mankind to get down with and to recall.

Nate Regier
And, Pete, it doesn’t mean that anything goes. Saying that you are unconditionally worthwhile as a human doesn’t mean you can do whatever you want because the person and the behavior are two very different things. And this is where we really start to talk about what accountability means. Because if I treat you as unconditionally worthwhile, what that means is I take seriously your humanity, I take seriously your emotions, your experiences, the way you see the world. Your innate differences are a beautiful part of who you are.

And so, I see that for what it is and I don’t judge it, but that’s very different than behaviors, performance, goals, those kinds of things. And those are addressed in the other two switches.

Pete Mockaitis
All right. Got you. So, let’s talk about capability.

Nate Regier
So, capability is the next switch. So, if we turn on the switch of value, it’s like, “Hey, I’m worthwhile, you’re worthwhile. Nothing we could do or say is going to change that, so let’s level the playing field on our humanity.” Then, capability is powered by the fundamental belief that anyone can contribute under the right conditions.

Now, that’s kind of loaded, anyone can contribute, meaning everyone and anyone can and should be part of the solutions in their lives, should be agentic beings participating in their own future, in the solving the problems that they’re dealing with, and that everyone has a capability of doing that. So, that means we look for gifts, we try to apply strengths, we teach people things, we mentor, we get curious, we learn and grow.

And when we fail, we pick ourselves up, and say, “What can we learn?” instead of saying, “Well, see, I know you couldn’t do it anyways,” which is a grave thing you would say if your switch was off. So, capability is about nurturing capacity because people are capable, and looking and finding ways that they can be part of the solution.

Pete Mockaitis
Okay. And responsibility?

Nate Regier
Responsibility now, if human beings are valuable and they’re capable, then they’re also responsible, meaning that we make choices, and we live in communities where our behaviors matter. And so, the switch of responsibility is powered by the fundamental belief that everyone of us is 100% responsible for our thoughts, our feelings, and our behaviors, no less and no more. So, what that means is, “No matter what happened before, I am 100% responsible for what I do next.”

Pete Mockaitis
Okay. So, then when we talk about the switches being off or on, what does that mean on a daily basis? Because in some ways, these are sort of beliefs or assertions, and I think that I can imagine they’d say, “Yeah, I believe those three things, so I guess my switches are on.”

Nate Regier
Sure. Yeah, so let’s talk about specific behaviors. So, let’s say I claim that my switch of value is on, and, Pete, you come to me in a moment of darkness and a moment of struggle, and you’re my peer. And you say to me, “God, Nate, I just don’t know if I feel comfortable sharing this with you but I’m just really feeling uncertain about this task that’s been put before me. I don’t know if I can pull it off. And I would hate to be embarrassed in front of my boss.”

You shared something really vulnerable that’s just kind of about what you’re struggling with. How I respond in that moment will let you know if my switch of value is on or off. Am I going to see you as less than because of what you’ve shared by saying something, like, “Dude, suck it up”? Which means I completely discounted your struggle.

Or, am I going to say something like, “Pete, thank you so much for sharing that. I’m really touched that you trusted me. I see you”? Or, maybe with my switch of value off, I would say something like, “Well, everybody feels like that at first. You’ll get over it.” Like, I just kind of say, like, your feelings aren’t that serious, and I’m not taking seriously your experience.

Or, I could turn my switch on and empathize, and say, “Man, I remember what it was like being new in my job. It sucks. I’m here for you, man.” Do you feel the difference between those two ways of responding when you kind of showed me your humanity?

Pete Mockaitis
I do, yes. And so then, I guess if someone does give a suboptimal response, like, “Oh, suck it up. It’s part of the job. Deal with it,” I could see how that’s inconsiderate, invalidating, although I’m not sure if I see how that is saying, “You do not have dignity,” or, “You do not have value as a person.” It comes off as, “I don’t care about your experience,” I guess. So, if we bundle the human experience within the human person, fundamentally, we’re getting real philosophical here, Nate.

Nate Regier
Well, you know, you’re getting at something real deep and it’s really important but I’ll let you finish.

Pete Mockaitis
So, yeah, I guess that’s what I’m thinking about in terms of distinguishing or uniting these concepts. Help me out here a little bit.

Nate Regier
So, when I say, “Suck it up,” or I say, “Oh, you don’t need to feel that way,” what I’m doing is I’m saying that I’m not comfortable with the way you’re feeling and I want to change it. I want it to be different than it is. You didn’t ask me for that. You didn’t say you wanted to feel different. I am now judging the value of your feelings and trying to change them or fix them, good or bad.

Pete Mockaitis
Okay, value of feelings.

Nate Regier
Right, when I say, “Suck it up,” I’m basically saying, “Look, I’m uncomfortable with this. You need to change how you’re feeling in order to be okay for me.” Like, somehow your worth is now conditional on you being tough or being non-emotional. Or, let’s say I just shut down.

You shared something with me, and I’m like, “Look, I can’t handle this. I don’t got the bandwidth. Like, don’t bring your crap to me.” What I’m saying is, “I can’t handle your feelings, which means they’re too hot for me. Like, I’m not comfortable, which means I don’t see them. I don’t want to see them. Like, keep them out of my sight.” And those send really important messages about who’s okay and under what conditions that really contributes to psychological safety.

Pete Mockaitis
All right. So, then the value is perhaps broader than simply the human beings’ intrinsic dignity and value and worth but rather the entirety of their human experience. You are acknowledging the value therein and appreciating it and not rejecting it.

Nate Regier
Yeah, definitely. Well-said. And some of the traditions, like the self-compassion, mindfulness meditation kind of practices, they really try to be able to experience things without judging. They call it a nonjudgmental observation, nonjudgmental presence. That’s cultivating this capacity to see myself as worthwhile, independent of what I’m experiencing, and see my experiences as really useful teaching tools that are part of who I am but they’re not good or bad.

Pete Mockaitis
Okay. Well, so now let’s hear about responsibility.

Nate Regier
If we want to talk about, like, specific behaviors. Can we take your scenario and take that through the switches?

Pete Mockaitis
Okay, sure thing.

Nate Regier
Because, let’s say you come to me with that, and I’m like, “Oh, man, that sucks. I remember that,” well, you’re still an employee, you still have responsibilities. Just because you’re anxious and not feeling good doesn’t mean you get a free ride today. Just because I care about you doesn’t mean that you’re off the hook. So, the capability switch now starts to get curious about, “So, what are the resources at our disposal to help deal with this?”

So, I might say things like, “What have you tried?” or, “I’d love to learn a little more about what’s going on with you,” or, “What are you struggling with?” or, “How can I help you?” So, now we’re starting to get kind of dynamically engaged in problem-solving, and I’m kind of owning that you’re capable of dealing with this situation that you’re in. I don’t have to fix it for you but I’m certainly happy to be helpful if you want.

But then, at the end of the day, to your responsibility switch now, the reality is you still have to get your work done no matter how you’re feeling today. And so, the responsibility switch sounds something like, “Okay, so our deadline is still Friday. How are you feeling about getting that done on time?” or, “How can I support you in meeting the deadline under these conditions?” or, “Can I still count on you n having it done?”

Pete Mockaitis
Understood. And so then, the switches, they really do seem to want to go in that order in terms of value first, then capability, then responsibility. Because if you jump right into responsibility, that says not feeling great on the other side of that.

Nate Regier
Oh, no, it’s not feeling good. And if you want to know what that feels like, talk to any of my daughters about their sports coaches. That’s pretty much where they like to hang out, is, “Here’s what you got to do. Here are the goals. Here’s what you’re doing wrong. You’re breaking the rules.” That’s all they ever do but they never acknowledge the value of the players and they never acknowledge the capability of the players.

Pete Mockaitis
All right. Well, that was a useful example. I’d love it if maybe we could roleplay some more. Let’s just say that someone doesn’t even come forward to you in the first place. Like, you discover it, like, “Wait a second, this thing is not done or has lots of mistakes. Now, I got to have this conversation.”

Nate Regier
Wow. So, now I’m Pete’s boss, and Pete hasn’t told me anything is wrong, but I’ve discovered he’s behind. And I’m his boss, so it reflects on me. I’m accountable to my peers for your performance even though I’m not the one that’s supposed to do it. And if you don’t get the stuff done on time, it kind of lets the whole team down. All right?

Pete Mockaitis
Yeah.

Nate Regier
So, now I’m the one having a difficult experience. I’m the one that just noticed something. Maybe I’m surprised. Maybe I’m anxious. Maybe I’m angry at you. Maybe I’m, like confused by, “How come I didn’t know?” So, if I’m going to turn my switch of value on for myself, what I have to say is, “This experience is relevant. I have to pay attention to it, and I got to own it. I got to do something about this.”

So, I would probably come to you and I would turn on my switch, and say, “Hey, here’s what I’m experiencing. I just want to let you know that I’m kind of anxious about something, or I’m kind of shocked about what I just found out yesterday, and I want you to know.” Well, then I have to go to the capability switch, and say, “Because I’m also capable of handling my feelings and solving my own problems,” so what does that mean?

Well, maybe I need to start asking some questions. Maybe I need to get curious with you, and say, “Hey, can I check an assumption with you?” or, “I want to tell you what I saw and see if you can shed light on this,” or, “What do you know about what happened?” So, I’m getting curious and we’re learning about it.

But if my switch of responsibility is on, what I also have to realize is that, at the end of the day, I’m ultimately accountable to my team, I’m ultimately responsible for my feelings, and I have to be a leader, so I need to do what I need to do to get this corrected. It doesn’t mean doing your job for you but it means having a hard conversation, realigning priorities, figuring out what needs to happen, getting new commitments from you, removing barriers, whatever I need to do so that you can get that job done. Or, maybe I’ll learn something when I’m curious that I had no idea, and I have to completely change my frame of mind. Maybe it wasn’t you. Who knows?

Pete Mockaitis
Okay. And could you give us some examples of actual verbiage you might use?

Nate Regier
Yeah, I might come to you, and I might say, “Hey, I’m really anxious about something I just found out the other day, and I want to tell you about it. Here’s what happened. So, I was going through the reports, and I noticed for three consecutive weeks, you’ve missed the numbers by 20%. The reason I’m concerned is because here’s what this means. So, I’m just curious if you could shed light on this. Let me know what I need to know, because, at the end of the day, this puts you in, whatever, 50th percentile, and you’ve got to be in the 70th in order to continue to get your performance raises.”

Pete Mockaitis
Okay. Understood. And then we just sort of see what happens.

Nate Regier
See where it goes, and we never know. As long as my switches are on, I can keep mobilizing responses that affirm your value, your capability, and your responsibility.

Pete Mockaitis
Okay. Well, so tell us a little bit more about the compassion side of this in terms of what are some of the do’s and don’ts for ensuring that the compassion part comes through?

Nate Regier
Well, the good news is the switches are, turning on the switches is how we manifest full compassion because our definition of compassion is it’s the practice of demonstrating that people are valuable, capable, and responsible in every interaction, so we have to demonstrate this through our behaviors. And so, the compassion part means keeping our switch on and open by affirming your value. Keeping our switch on of capability by affirming your capability, and also by taking ownership over our stuff, and letting you do the same at responsibility.

In my book, I give a lot of examples of narratives and what you actually say and how you address these situations, but that is the compassion part, it’s making sure our switches are on.

Pete Mockaitis
Okay. And you say people are these things. And I’m curious, what if folks are not, like folks are just not taking responsibility for their stuff?

Nate Regier
Well, they are responsible for the behavior whether they want to own it or not. By function of your job, you are responsible to get that stuff done. Now, whether you do or not, you might be shirking your responsibility but it’s still your job, and it’s still your thing to do. And so, that’s the conversation we have about that.

Pete Mockaitis
Okay. And so, your client who mentioned that this template is magical, what unfolds on the template?

Nate Regier
So, the template is something we teach in our leadership trainings, it’s called ORPO. And it stands for open, resourceful, persistent, open. And ORPO is a four-step process where when there’s conflict, when there’s a tough situation, where there’s a gap, and we got to talk about it, we go in, first, being open, which means touch the humanity, kind of like I did. I came in and I said, “Hey, I’m really struggling with something here. I want to check it out with you.”

Then we go to resourceful, which is where we get to being curious about what’s going on, let’s understand the problem. Then we go to persistent, and we get crystal clear about what’s at stake, what are the boundaries, what are the non-negotiables. And then we circle back to open, and finish back at a human connection point.

So, I might really shorten that example I gave earlier, I was using that template, where I said, “Hey, Pete, I’m concerned about something. I want to share it with you,” that’s open. “Here’s what happened. And I’m curious about how you saw it,” resourceful. “At the end of the day, we still have to have this in by Friday,” that’s the persistent part. Then I might finish by saying, “How are you doing with this?”

Pete Mockaitis
Okay. Understood. And then any particular verbiage, thoughts, things to say, things to not say when we’re doing this stuff?

Nate Regier
What we see is most challenging for people is to get vulnerable by letting people know how they’re actually doing, how they’re actually feeling. And people have all kinds of reasons that they don’t want to, “And I’m going to be judged,” “They’re not going to take me seriously,” “No one’s ever been through this before,” “I don’t want to burden you with my stuff.”

And so, that’s one of the hardest things. And so, if I could say anything, I would say, “Look, don’t share it because you know the other person isn’t going to take you seriously. Share it because you matter and because it’s on your heart. And you got to take ownership for yourself and share that stuff because that’s the only way you could start working with other people, struggling with other people, to start doing something about it.”

Pete Mockaitis
And so, what are some examples of this stuff that gets not shared, withheld often?

Nate Regier
Putting a lot of pressure on myself to deliver because I need to impress people, maybe, for example, which is legitimate. Why don’t we talk about it? Needing to please people. Trying to be perfect in order to, somehow, be okay, and then just getting yourself tied up in knots because you’re just never good enough. So, when we talk about those things, we can get reality checks, we can get support, we can get people in there with us, helping us figure it out.

Pete Mockaitis
Okay. And then, I’m curious, how often do folks abuse our compassion or kindness?

Nate Regier
I’ve never heard that question before, and I love it, so I’m going to take a beat here. I don’t know that anyone has the power to abuse my compassion. I would never give that to them. I can choose to be compassionate. I can choose to have my switches on, and they can choose what they’re going to do. They may not accept the invitation. They may do their own thing. But my compassion stays my compassion. They cannot change it.

Pete Mockaitis
Okay. Maybe I am comingling some ideas inappropriately. I suppose I’m thinking about compassion in the sense of if there is maybe you might call it lenience or mercy in a certain context, like, “Hey, I understand that some stuff came up and you couldn’t get it done on time. Let’s revise the deadline and make it this,” and then that’s sort of taken advantage of in terms of, “Aha, so this guy is a softy. I can walk all over him. I can make excuses.”

Nate Regier
If I did that, I would only have one or two of my switches on so that wouldn’t really be compassion. So, if I‘m not holding firm to boundaries or being reasonable, and if I’m not upholding the highest standards throughout, then I’m not doing my job and that’s not compassionate. So, I wouldn’t say that that’s a person abusing my compassion. That would be me not really being compassionate in the first place.

Pete Mockaitis
I see.

Nate Regier
And sending the message that, somehow, because you’re struggling, then the standards are lower for you. Why would we treat someone as less capable of meeting the goals just because they’re struggling? I would say we’d come around them and work with them to meet the standards. Now, yeah, there’s always opportunities where I might say, “Wow, this is a pretty extenuating circumstance. Look.”

My partner got all his flights delayed, and his family ended up in a hotel, didn’t get home till 4:00 a.m. in the morning, and we had a 9:00 o’clock meeting that day. And I was like, “Dude, let’s cancel the meeting. Let’s reschedule the meeting.” But I might’ve just given him a break for…? No. That’s kind of a one-time thing. We worked it out. We still have to get it done by the end of the week. But I guess you have to keep all three switches on or there’s no compassion on, really.

Pete Mockaitis
Now, I think that feels fresh in terms of looking at you’re being…in your worldview, you are not being compassionate if you allow someone to lower their standards.

Nate Regier
Yes, I am. I agree with you because what I’m saying is, “I don’t believe you’re as capable. I’m lowering my estimation of their capability, but I’m also shirking my responsibility to uphold the standards of the contract, of the family, of the company at the same time.” So, I’m letting my team down when I do that.

Pete Mockaitis
And what happens if we discover that, hey, sure enough, someone really is not capable of executing to the standards after all?

Nate Regier
The fundamental belief behind the capability switch is everyone is capable of contributing.

Pete Mockaitis
Contributing.

Nate Regier
That may not be in this job, it may not be today, and it may not be with this skillset. And so, what that means is we invest in them, we invite them to stretch, we are alongside them when they fail, and we don’t set them up to not be able to do stuff. It may be a different position, a new training. It might be even letting them go because this job is asking things of them that just set them up to fail. But that’s really not an indictment of their capability. It’s an indictment of their competence, and it’s commenting more on their skillset and competence for this job, so we look for places where they can thrive.

Pete Mockaitis
Got you. So, they’re certainly capable of making a contribution. However, it may be that the particular responsibilities of a role are poorly suited to them, and, thusly, they would be doing some bigger contributions in a different context.

Nate Regier
Yeah, I think sometimes we let people down because we either don’t equip them with the skills and training to do the job so they fail, or we just move them around in an organization, hoping something will work. And by doing that, we tell them we really don’t care about them as a human being anyways. And in both of those situations, the end result is the switches of capability and responsibility get turned off.

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

Nate Regier
Well, coming through COVID, I tell you what, compassion and accountability were on a wild rollercoaster ride through the last three or four years. Which one are we going to pick? And one day, we’re all in this together because everybody has COVID. The next day, we’re all trying to hold each other accountable for who’s wearing a mask or who’s not getting a vaccine.

So, I think what this has proven is you can’t treat these two things in isolation. They have to come together. Never before in our history have we needed both in full measure, together, to deal with the kind of stuff that we’re having to deal with. So, that might be my last thing I really want to emphasize.

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

Nate Regier
I’ve loved this quote, this has been my favorite for years, and it’s a quote by Wayne Dyer. I used to think Albert Einstein said it, but it’s actually from Wayne Dyer, and it says, “When you change the way you look at things, the things you look at change.”

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

Nate Regier
I’m a fan of the research that’s reported in the book Compassionomics. It’s a wonderful book about the power of compassion in the workplace. And there’s some research, neurobiological research on brain scans showing that when people are experiencing empathy, the pain centers of the brain are triggered, but when people are experiencing compassion, the reward center of the brain gets triggered. And that is critical. Different places in the brain, different things, and it shows you that compassion and empathy are not the same thing, and that compassion is actually energizing and intrinsically rewarding.

Pete Mockaitis
Well, that is intriguing. Well, now could you expand upon the distinction between compassion and empathy?

Nate Regier
Yeah, empathy is a really important human trait, where the mirror neurons in our brain, they kind of sense how other people are doing, and they replicate those sense in us. And it’s really important for humans that we can kind of sense how people are doing so we can support them. But also left unchecked, empathy becomes we just take on pain, and it just, like, fills us up, and this leads to what we call, well, it’s misnamed compassion fatigue but it’s really empathy fatigue, and burnout, and depersonalization.

But compassion, in the way that I’ve been demonstrating it throughout our conversation, that’s a dynamic, active, generative, creative process. It’s hard work but the results are great, and I feel so good afterwards.

Pete Mockaitis
Okay. Thank you. And a favorite book?

Nate Regier
Right now, I can’t get enough of Brene Brown’s book called Atlas of the Heart. It’s a really cool book. And for kind of technical people like you and I, we like to see things organized, it organizes the whole gamut of human emotions. It helps give you the history of it, how it came to be, why that emotion is unique from other emotions, how to talk about it, how to express it. It’s amazing. It’s really helping me improve my emotional fluency, and I’d recommend this book to anybody who wants to get more compassionate.

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

Nate Regier
I can’t mention my favorite cordless drill?

Pete Mockaitis
You can.

Nate Regier
I am awesome at woodworking with my favorite cordless drill. But at my job, I love Calendly. I love that app for scheduling, and it’s just awesome. It makes it so much easier for people to find a place on my calendar and it takes care of the business. It was so cool that someone had just learned it the other day, called it Calendar Lily. And I’m thinking, “That’s kind of cool. It’s a calendar lily.”

Pete Mockaitis
It is. It’s like a refreshing flower in a landscape of weeds.

Nate Regier
I know, right? Makes my life easier, for sure.

Pete Mockaitis
And a favorite habit?

Nate Regier
I stretch every morning. I’ve been doing it for about 35 years. I have a routine, a series of stretches. It keeps me kind of limber. And then I love to go on walks with my dog, and with my wife, or both of them at the same time. It’s a wonderful time to process, to clear my mind, and I need the exercise.

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

Nate Regier
One of my favorites is not so much related to compassion, but we do a lot of work with personality, diversity, and communication. And I like to say that personality is not an entitlement program, and people seem to like that, especially if they’ve been burned by being trained in a personality model that puts them in a box, and stereotypes them, and people are thrown labels around, and all that stuff.

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

Nate Regier
I’d just say LinkedIn. Look me up on LinkedIn, Nate Regier, and that’ll take you anywhere you need to go.

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

Nate Regier
Yeah. I started using the hashtag #compassionateaccountability about 18 months ago. And if you go use that hashtag, you can find so many nuggets, daily tips, little things to be awesome at your job, to practice more compassionate accountability. So, yeah, just search hashtag #compassionateaccountability and see if something doesn’t pop that you can use today.

Pete Mockaitis
All right. Nate, thank you. This has been a treat. I wish you much luck and much compassionate accountability.

Nate Regier
Well, thank you. It’s our mission. I appreciate this opportunity to be with you and your guest.

806: How to Get Unstuck and Achieve Your Goals with Dominique Henderson

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Dominique Henderson outlines some stumbling blocks hindering success and how to overcome them.

You’ll Learn:

  1. The framework for managing any problem
  2. How to make big changes easier and achievable
  3. Key words you need to erase from your vocabulary 

About Dominique

Dominique Henderson, CFP® | Dominique is a husband, father and thought leader in the financial services industry. His personal mission statement is: R.E.A.L. financial advice has the ability to change family trees, and everyone deserves an opportunity to change their family tree. As a Certified Financial Planner™, coach, speaker, podcaster and author, Dominique works to help people to get “unstuck” in their finances and careers so that they can be the best version of themselves. When not serving his clients you can find him enjoying a glass of wine, traveling with his wife, or spending time with friends. 

 Resources Mentioned

Dominique Henderson Interview Transcript

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

Dominique Henderson
Thank you, Pete. Thanks for having me. Glad to be here.

Pete Mockaitis
Well, I’m excited to chat about some insights from your book Assess, Address, and Adjust: A Practical Guide to Becoming Unstuck and Achieving Your Goals. Could you kick us off with your favorite, the best-est unstuck story that you got?

Dominique Henderson
Well, I got a lot of those. The best-est one would probably be…so, I really figured that I married up. I’ve been married to my bride for 25 years now. And one of the things that she taught me or told me as an observation, when I first started my business about six years ago, was that, “Hey, so you’re a financial advisor,” and I’m like, “Yeah,” and she’s like, “And you’re hiding behind your podcast, not showing your face, and you’re trying to get people to trust you with their money.” And I was like, “Whoa, that’s a really good insight.”

And so, even that right there helped me get unstuck because I think some of the things that we realize, and I’ve realized in coaching people, is that getting out of our own head and unlearning things that we maybe perhaps we’ve been comfortable with, or other people have told us, but just getting that outside perspective, I think, is really, really one of the foundational truths of what I’m trying to convey in this book. And that’s probably my favorite story about being unstuck. It started with me.

Pete Mockaitis
And did it work out? You got your face out there? Did that bring in the clients?

Dominique Henderson
Somewhat. I got my face out there, maybe a little bit too much.

Pete Mockaitis
Well, it’s a good-looking mug, Dom. You got that going for you.

Dominique Henderson
I appreciate that, Pete.

Pete Mockaitis
Well, tell me, as you’re doing your research and putting together Unstuck, was there any particularly surprising or counterintuitive discovery you made along the way?

Dominique Henderson
So, we have to go kind of back a little. So, Unstuck is the product of a couple of things. The first is probably, if I’m just being really honest and transparent, my own selfish ambition to be, like, I want to be a writer. I’ve got a lot of stuff in me. And the pandemic afforded us some, of course, unfortunate things but also, with me particularly, the luxury of time, if you will, and to reflect.

And what I was noticing as a financial advisor, as well as a coach and consultant to financial advisors, and at least aspiring financials professionals, is there kept on resurfacing this theme, Pete, of people feeling like they had not reached their life’s potential, they were not living out their lives’ purpose, they were not fulfilling what they felt like they were on this earth to do.

And as I kept having those conversations, it kind of dawned on me when I was sharing those with my wife and just peers in my mastermind, is that I actually had some pretty good frameworks for working out what I would call where people were, which was this stuck place, to become unstuck. And so, that was the genesis, is really the pandemic. That was a blessing for me because it gave me a lot of time to reflect on those conversations, and actually put some things into action to help people.

Pete Mockaitis
Cool. All right. Well, so then could you lay it on us then, what’s sort of the big idea or main thesis if there’s an actionable takeaway you got to remember? What is it?

Dominique Henderson
Yes. So, let’s just start with the title and then we can kind of dig a little further. So, assess, address, and adjust to achieve is a framework that I’ve used for quite some time. It is not just because I like iteration and I like the letter A. It was just because when you think about a problem that you have, let’s just look at weight. A lot of people may not be happy with how they look. They look in the mirror, and they go, “Man, Dom, you could do better. You could look better. What about those six-pack abs that you want?”

Well, first, I have to kind of assess my situation. I have to see where I am relative to where I want to be. Now, we may introduce a scale into the situation because it’s a pretty objective measure for where I am and where I want to go. And then I have to address, I have to say, “Okay, based on what I’m looking at, I want to do something about this. I need to address the situation.”

And then I move on into adjust. That means behavior-wise, I can decide to diet, I can decide to work out, I can decide to do both. I can hire a gym buddy or whatever. And that’s the way that I achieve the goal that I want. So, I think when we look at a problem or a set of problems, whatever we’re doing, that’s the rubric that I’ve kind of laid out to kind of dissect what stage you’re at in relation to getting to the end result that everybody wants when it comes to fixing a problem.

Pete Mockaitis
Okay. Well, let’s say the problem we’re finding in our careers is that we’re just not feeling it. We’ve lost our mojo, Dom. I used to be fired up and energized, and now I’m just kind of ho-hum. And I’m wondering, do I need to find something else? I don’t know. If we find ourselves in that place, how do you recommend we work through this assess, address, adjust bit?

Dominique Henderson
Yeah, I think I’m always a big fan of Gay Hendricks’ The Big Leap, that zone of genius part. What do you like and what do you love to do? Start there. What was it about the job that originally attracted you to that? And if you were to just kind of assess where you are right now, what about the job is not so exciting?

I think a lot of times it’s easy for us as humans to kind of look outside of ourselves for answers to what we may be feeling as a problem or reason that we’re stuck. But then to kind of say, “Hey, Dominique,” let’s just use my own personal example. So, I’ve been in financial services for 22 years now, and six years ago, approximately, I was in this really successful firm from all the metrics and stuff you do in this industry but I was not, like, really liking the rat race. Like, I was, to your point, like my mojo was gone. I wasn’t motivated to go to work. I was just like, “Ahh, I got to go through this again today.”

And my wife was noticing this behavior in me and we were talking about it, and she was like, “Well, maybe you need to start your own. Like, if you feel so strongly about the way financial services should be rendered, maybe you need to do your own.” So, I think people need to start with those questions about, “Hey, this is where I originally was thinking about this job or how I was thinking about this job, and it’s moved away. Maybe I’ve changed, maybe the job has changed, maybe the career, the industry has changed.” Do an evaluation on that and get back to what you like or what you love to do.

Pete Mockaitis
Okay. And so, when we do that evaluation, one bit is thinking about our zone of genius, what I really love, what’s important to me. Any other key steps in that evaluation?

Dominique Henderson
Oh, yeah, yeah. Plenty. So, I think the first part of this, and we talked about this in the book, are these three pillars that I think all success is kind of placed on. If you kind of think about this as a three-legged stool, you have your perspective, you have your programming, you have your process.

So, your perspective is just kind of your outlook, your north star, your philosophy in life. Like, how do you view things? Are you a glass half full guy or are you a glass half empty? What is it that kind of gives you how you view the world?

I think that first has to be a very, very healthy spot because, sometimes, we can, and I talk about this also, we can sabotage ourselves because we are too pessimistic, we may be a little bit too cynical about the situation, or we’re just the victim all the time. So, your perspective needs to be healthy. And I think, when we’re talking about a career situation, especially with how the pandemic has changed things, we went from being around people possibly, and interacting, and having all this feedback, if you will, to now we’re remote working, or we’re going to the office two times a week or something like that.

So, perspective is really, really good to kind of revisit to make sure that you’re coming at your particular problem and this goal that you’re trying to achieve, or wherever you’re trying to go, looking at it the right way. And, sometimes, Pete, we may have to employ other people. We may have to ask a wife or a spouse or somebody close to us that doesn’t have as much bias that we may have, looking at our own situation. So, I think that’s the beauty about perspective.

Pete Mockaitis
Okay. Cool. And then you actually have a full-blown 30-day blueprint for approaching this stuff. any key actions then that pop up along the 30 days that are really transformational for folks?

Dominique Henderson
Yeah, I think, so as we go back to the three pillars, let’s revisit that. We take about 10 days or so to deal with your perspective. We take about 10 days or so to deal with your program. And we take about 10 days to deal with your process. So, your perspective, obviously, is your outlook, and that’s how we talk about that.

Your program is kind of how you run things. So, when I say run things, think about an operating system to a computer or an engine to a car. Like, you’ve got to have a way that you take your human capital, your purpose, your will, your relation, all that kind of stuff, and translate it into the world as some type of productive thing.

If you’re not doing that, it’s going to be really, really, really hard to achieve goals because the only way that the world really works is in exchange of value, so that’s your program. And then your process is you really need to have an organized system on how you’re going to spend your time. It may be, you like…I can name some things but there’s, like, the Getting Things Done method by David Allen, or Tiago Forte’s Building a Second Brain. There’s all these different systems that kind of organize your thoughts and how you’re going to spend your time and how you’re going to, basically, be valuable and show up in the world.

So, what the blueprint is doing is concentrating some time on different points along that journey and affirming you as you go through there. So, one big insight, I think, that most people don’t really incorporate in their lives that I’ve seen particularly powerful is accountability. And having someone that knows your situation well enough that can tell you, “Hey, Pete, I know you said you were going to do this.”

“You said you were going to do a hundred podcasts this year, and you’re only at 50, and there’s two weeks left in the year. So, let’s assess right now whether or not that was a realistic goal and if this is something you can achieve. But, as your buddy, I really want you to get to this because you said all these good things, yadda, yadda, yadda, that was going to come from it and now you didn’t achieve it. So, how are we going to fix that?”

So, it’s really, really crucial, I believe, to have that in your life, and sometimes it doesn’t feel good. Like, rarely does it feel good if it’s done the right way because they’re noticing things about you that could be defined as blind spots in your life. So, I think that’s one thing that I like in the 30-day blueprint that, if people do it, I think it will work for them, but often, like I said, it can be difficult because it’s not the most comfortable thing.

Pete Mockaitis
All right. Yeah, I’m huge on accountability and just the power of when you commit to someone else, suddenly it’s real-er and it’s not make-believe in your head. It’s entered reality and you’re going to have to talk to somebody about it.

Dominique Henderson
Well, here’s a cool story. So, my wife was in education for 10 years, and most recently as an administrator at a public school, and she decided to leave her job as of January this year. And when we were just kind of going back and forth about the different ideas and her talent and her skill stack and all this kind of stuff, I was like, “You should really consult and kind of use some of the classroom management you used in your career for teachers because teachers are just struggling with that, educators are struggling with that.”

And I told her, I was like, “One of the first ways to do that, I mean, the easiest way is just to get on social media and just do this.” And so, I challenged her, I was like, “Do what I do with all my consulting and coaching clients. Get out there on social media and post something every day for 30 days.” Well, she went beyond and did it for 54 days, and she went from zero to, like, 36,000 followers on TikTok, so she really went at it. But the point is I was her accountability, I was like, “Hey, this is what I think you should do. I’m going to hold you to it,” and she’s like, “Yeah, this is a good idea.” And she went with it, and it worked for her.

Pete Mockaitis
That’s cool. All right. Well, so we’ve assessed things, we’ve got some accountability. Any other transformational approaches when we’re looking to make a shift?

Dominique Henderson
Yeah, I think, one, and this is not a subtle thing necessarily in the book. It’s very pronounced. We talk about this also, which is vision. I think vision is so important. When I’m sitting down with a wealth management client or somebody that’s trying to get into the financial services industry, the first thing I talk about is, “What’s your why? Like, why are you doing this?”

In the case of a wealth management client, like, “Why do you want to save a lot of money?” “Because I want to retire.” “Okay, why do you want to retire for?” “Well, because I want to spend more time with the kids.” “Okay. Well, you know, you can actually spend more time with your kids without retiring. We don’t need a pile of money to do that. We can really think about the things that are important to us.”

And one of the questions I always ask is, “Why is money important to you? Like, what is it going to afford?” And so, getting back to our why, one thing I know, Pete, is that as a kid, I used to dream a lot. Like, I used to think I could be anything. I didn’t really have these self-limiting beliefs. I didn’t have boundaries on where I can go in my mind. But then “reality” sets in as an adult and I dream less.

So, I think one of the things that I really implore people to do is to dream more, like have a vision for where you want to go in life, and really define your why. I think it helps so much on the journey. It’s not going to be roses all the time. You’re going to have some difficulties there. But I think the vision, having that north star, if you will, really, really invigorates you to be the best that you can, and show up the best person you can.

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

Dominique Henderson
I think one of the things that I was thinking about when I wrote this is I really wanted people to finish this book with the idea that “I can.” I really wanted them to literally remove from their vocabulary that “I cannot.” Because from “I cannot” comes so many negative things. But, really, to have “I can” and here’s the deal.

“I can” may take some time. More than likely, it will. You may have to develop a new skill. You may have to become a different person than you currently are. But to eradicate from your vocabulary that “I cannot” was really one of the things that I think motivated me to finish this and to get this in people’s hands.

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

Dominique Henderson
So, “If you think you can, or if you think you can’t, you’re probably right.” That’s one thing that comes to mind. I think that was attributed to Henry Ford, if I’m not mistaken.

The other one is, and I think they get the attribution on this wrong, but I think it’s Mark Twain, the one I know, which is, “It’s not what you don’t know that gets you in trouble. It’s what you think you know for sure that’s just not so.” And I think sometimes the fact of unlearning something is so much more difficult than learning something new. And challenge yourself. I do this all the time because I challenge myself to unlearn concepts that don’t benefit me anymore.

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

Dominique Henderson
I like Tiago Forte’s Building a Second Brain. I think this is a really interesting notion for knowledge workers in today’s time because I have always been the type of person that collects information like artifacts. But before I came across his work, I was not really great at being able to retrieve what I knew, and that was because I was trying to use my brain to do it.

Just like I don’t use my brain to remember phone numbers, I use my cellphone, he has a really, really interesting framework, which I mentioned in my book also, about building a repository that allows you to retrieve information really, really quickly. So, it may be Evernote for some, it may be some other type of software that you use, but the framework that he has around it is, I think, excellent and probably would serve most people well.

So, that would be something to kind of look into if you’re one of these people that collects a lot of information, and you’re always, like, “Where did I put so and so?” whether it’s in a digital or a physical form.

Pete Mockaitis
And a favorite book?

Dominique Henderson
I’ve been reading a lot about The Infinite Banking Concept by R. Nelson Nash. So, just recently, I finished Killing Sacred Cows by Garrett Gunderson, but I’ve always got a lot of stuff on my nightstand. Favorites would probably have to go along the Andy Andrews. He’s a very favorite author of mine. I love The Noticer. I’ve read it a couple different times. Do I get another favorite?

Pete Mockaitis
Oh, sure.

Dominique Henderson
Okay. Napoleon Hill’s Think and Grow Rich. I love that one. I read that a couple times. So, usually, when it gets in my rolodex, like, the second or third time, it means that it’s pretty significant.

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

Dominique Henderson
Oh, man, I couldn’t live without Evernote. Evernote is my go-to of just kind of brain capture. So, if you kind of think about the thousands of ideas that run through your mind every day, how do you keep track of those? Some of them, obviously, don’t need to be written down. But for the majority of those that, or at least for creatives like myself, you’ll have something that you need to come back to later, and Evernote is kind of like my go-to because I can get to it pretty quickly as long as I have my phone, which I do always.

Pete Mockaitis
And a favorite habit?

Dominique Henderson
I don’t think it’s a vice. This would be qualified as a vice but I love, probably three to four times a week and maybe more if I’m honest, a nice glass of red wine.

Pete Mockaitis
Got you. And is there a key nugget you share that really seems to connect and resonate with folks; you hear them quote it back to you frequently?

Dominique Henderson
Choose your version of hard. I think we have a lot of agency and more choice than we give ourselves credit for or sometimes wiling to admit, but we get to choose our version of hard. A lot of things are hard. Most things in life that are worth having are hard. Choosing your version of hard is probably something that I’ve heard more often than not, especially inside of my community.

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

Dominique Henderson
I would point them to DomHendersonSr, as in like senior, dot com. DomHendersonSr.com is the kind of hub for everything. You can get to the wealth management side of the stuff that I do. You can also get to the podcast, blog, and all the other fun stuff there too.

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

Dominique Henderson
Yeah, I would say don’t be so preoccupied, if I can use that word, with what others are doing. I think one of the problems that I’ve had, just personally speaking and being transparent, with my growth over the last six years as an entrepreneur, at first, I was way too concerned about what others were doing, and particularly comparing myself to others.

And so, I think comparing yourself to others is a recipe for failure. From a notion of replicating, duplicating what is already working somewhere, I totally get that. But I think where I took it, and where most humans take it, is “They do that better than me and I’ll never be able to be as good as they are at that particular thing.” People look at my podcast or my YouTube channel, and they go, “Dom, I can’t do video like that.” I’m like, “Well, you can start. You can start somewhere.”

So, get out of your head about comparing yourself with people. Stay in your own lane and be awesome at what you do, not what Pete does, or what Dom does, or what somebody else does. Be awesome at what you do.

Pete Mockaitis
All right. Dom, thank you. This has been a treat. I wish you much luck and minimal time being stuck.

Dominique Henderson
Thank you, my friend. I appreciate it.

552: The Foundational Principle that Separates Good Leaders from Bad Ones with Pat Lencioni

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Patrick Lencioni explores why so many leaders fall short–and how to resolve it.

You’ll Learn:

  1. The mentality that separates great leaders from the rest
  2. Why you shouldn’t be afraid of micromanaging
  3. How leaders can have more joyful difficult conversations

About Patrick:

Pat is the founder of The Table Group and the author of 11 books which have sold over 5 million copies and been translated into more than 30 languages. The Wall Street Journal called him “one of the most in demand speakers in America.” He has addressed millions of people at conferences and events around the world over the past 15 years. Pat has written for or been featured in numerous publications including Harvard Business ReviewInc.FortuneFast CompanyUSA TodayThe Wall Street Journal, and BusinessWeek.

As CEO, Pat spends his time writing books and articles related to leadership and organizational health, speaking to audiences interested in those topics and consulting to CEOs and their teams.

Prior to founding The Table Group, Pat worked at Bain & Company, Oracle Corporation and Sybase. Pat lives in the Bay Area with his wife and four boys.

Resources mentioned in the show:

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Patrick Lencioni Interview Transcript

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

Patrick Lencioni
It’s great to be with you, Pete.

Pete Mockaitis
Well, I’ve been so excited to chat with you here, and I’ve read several of your books over many years, so I think we’re going to have a good one. I’d love to start by hearing, so you spent a lot of years working with leaders and teams. If there’s a particularly surprising, counterintuitive, fascinating discovery you’ve made across your career in terms of what makes teams successful or unsuccessful, what is that thing?

Patrick Lencioni
Wow, there’s a lot there.

Pete Mockaitis
Just breaking the ice.

Patrick Lencioni
I think the thing I would say is it’s messier than people realize, and the very best teams, the very best organizations, the very best marriages, the very best things in the world are far messier than people like to think they are, and that you have to kind of accept that and be good with that, and that’s what makes it interesting. It’s never neat and tidy and perfect. So, I would say that might be one of the meta things I’ve learned.

Pete Mockaitis
Yes. Well, and I think that kind of goes right into what I was going to ask about next. So, within that, what do you think is the core fundamental root of leaders when they fail to achieve organizational health? What’s behind that?

Patrick Lencioni
Well, there’s a lot of different things, but, as an individual, I would say a lack of humility and vulnerability is probably the single greatest thing. It really takes a leader to be vulnerable enough to admit what they’re not good at and what they don’t know, and humble enough to realize they’re not more important than the people they lead, and that it’s good to be vulnerable and transparent. And so many leaders, if they’re either insecure or self-protective, they really limit their ability to be successful and the organization’s as well. So, I would say it’s humility and vulnerability is at the core.

Pete Mockaitis
And so, yeah, that really tees up and something I’ve been so curious about. The humility, the vulnerability, when you open the book The Advantage, with a really great story in which, I can just visualize the scene, you’re sitting with the CEO and watching the different programs that their workers have initiated across the year.

Patrick Lencioni
This is about Southwest Airlines.

Pete Mockaitis
Okay. All right. So, it’s Southwest Airlines, there we go.

Patrick Lencioni
Yeah, yeah, yeah.

Pete Mockaitis
And so, you’re hearing some really cool story after really cool story, there’s clearly a lot of good organizational health and vibes going on there, and you asked the CEO, “Hey, so how come your competitors aren’t doing this?” And he says, “Honestly, I think they believe it’s beneath them.” And those words just really stuck with me. And so, what are some examples of things that people don’t do that they think maybe are beneath them that, really, we should start doing?

Patrick Lencioni
That’s a great question. In fact, my last book, my most recent book, which is just out now, is called The Motive. And what it talks about is if you’re not a humble leader, if you’re not doing it for service and for responsibility, but for yourself, you’re probably not going to do many of these things. And the things that leaders who are motivated by the wrong things, they don’t like to repeat themselves. That sounds crazy but the leader at Southwest Airlines, I’ve seen him over the course of almost 20 years in various settings, and he has no problem standing up and reiterating the same messages to his people again and again and again, because he realizes it’s not about looking cool and it’s not about entertaining him. It’s about helping his people stay on topic and reinforcing what matters.

And so, here is probably one of the most successful CEOs in the last 50 years, a guy who, by the way, if he walked into your office right now, you wouldn’t knew who he was, and you might not even know his name if I asked you right now, and yet he’s ran the most successful company in America over the last, you know, he’s been doing this for 25 years. It’s not about him, he constantly repeats himself. He is the CRO of Southwest Airlines, which I call the Chief Reminding Officer, and he’s good with that. So, that’s one of the things that people don’t do, and that’s not beneath him. It’s not beneath him to get up and constantly tell the stories and reinforce the messages in different ways.

One of the other things that’s not beneath him is to actually manage his people. It sounds crazy but a lot of CEOs are like, “You know, I’ve been doing this for a long time, I shouldn’t have to manage people anymore. So, I’m going to hire people, I’m going to trust them to do their jobs, and I’m going to just go focus on the stuff I want to do.” That’s not what a great leader does. A great leader realizes, “Whether I’m running a billion-dollar company and I’m a senior executive, or whether I’m running a startup and I have 12 people sitting around me, I have to manage my people. It might sound tedious but I have to do it.”

Another thing that great leaders have to do is run great meetings. So many leaders say, “I hate meetings,” and as a result, they just kind of mail it in, or they avoid them, or try to go to as few as possible. But a great leader has to make meetings great.

Pete Mockaitis
Well, so that’s a good list there. And I want to talk about the management bit for a moment. So, we had Bruce Tulgan on the show, back in episode 302, who discussed what he called the crisis of undermanagement.

Patrick Lencioni
I love it.

Pete Mockaitis
And I thought that was very resonant. We kind of covered some similar themes here. And you’ve got a quote, I think it’s from The Motive, when you say, “Hey, it’s not babysitting. It’s management and it’s your job.” Can you sort of dig into this, this misconception between babysitting, micromanagement, management sort of? Where is the line? What should be done? And what’s not being done enough?

Patrick Lencioni
Well, I want to connect with that guy. I’ve never heard of that. Did he say that, because I feel the same way of crisis of undermanagement? You know, we live in a world where I think people don’t like be held accountable. I think that’s a social phenomenon as well. And so, what they do is they throw out the idea of, “You’re micromanaging me.” And managers, that’s like, I don’t know, that’s like one of those unanswerable things that people go on.

Pete Mockaitis
“Oh, I’m sorry.”

Patrick Lencioni
And managers back off. And the problem is, no, we’re undermanaging people. And if micromanaging means, “I know what my people are working on, I know how they’re doing, I’m available to give them coaching. I’m checking in with them to see how they’re doing,” then let’s all micromanage more. And I think that we’ve come to that place where too many people get away with trying to justify not being held accountable by accusing people of being a micromanager. No good leader is afraid of that.

Pete Mockaitis
All right.

Patrick Lencioni
And so, I just, I agree completely with what Bruce said. And I think that it’s our job. And if we don’t really want to know what people are working on and coach them and be responsible for making sure they’re successful, then we don’t want to be a manager or a leader.

Pete Mockaitis
I hear you. And so then, so you laid out a couple of things. You understand what they’re working on, and the status of those things, and you are available to chime in and do some coaching as necessary. And so then, what is too much in terms of managing? What is true micromanagement look, sound, feel like?

Patrick Lencioni
You know, that’s a great question. And it’s one of those things like we promote conflict, and people say, “Well, what’s too much conflict?” And I would like to say, well, here’s the deal, 95% of people engage in too little conflict. So, rather than worrying about what’s too much, let’s realize that’s a high-class problem.

Now, I’ll answer the question though, but I would say that most managers undermanage. What’s too much? I suppose too much is asking somebody to give you a daily accounting of how they’re spending their time, and asking them to prove every day what they’ve accomplished, and questioning every decision they make, and not giving them any freedom and autonomy. The truth though is I think in all the jobs I’ve ever had, and most of the people I talk to, there’s actually very little of that that goes on in the world. Most people are undermanaged.

Pete Mockaitis
You know, it’s funny, I actually do ask for a daily accounting of my people’s time, but it’s because they’re in another country and we don’t have much face to face.

Patrick Lencioni
That’s different.

Pete Mockaitis
And it’s like six lines long most of the time, “I did this and then this and then this, and tomorrow I plan to do that.” It’s like, “Perfect. Thank you.”

Patrick Lencioni
Hey, you’re not micromanaging. You’re saying, “I just want to know what you’re doing so we can make sure that we’re all rowing in the same direction.” You’re not doing it because you’re questioning whether they’re golfing or watching too much TV.

Pete Mockaitis
Oh, not at all.

Patrick Lencioni
Right. And, by the way, you doing that at the risk of saying you’re overmanaging is far better than say, “Well, once a month or so, we check in and I see how they’re doing.” Successful businesses don’t undermanage. They know what everybody is doing and they help each other.

Pete Mockaitis
Okay. Cool. Well, so we’re situated there. Let’s dig into more about your latest book here. So, we’re talking about The Motive and so your core message there is that there are different motives that drive leaders. And can you break this down for us a little more?

Patrick Lencioni
Yeah, this is the 12th book I’ve written, and if somebody were to say, “Which book should I start with?” I would say this one because this is the first book where, instead of talking about how to lead or how to manage an organization, I address the first question, which is “Why?” Why do you want to be a leader in the first place? And some people have the wrong motivation for that. And I realize that because years ago, Pete, I was talking to a bunch of CEOs and giving them advice, like it was at a conference.

And I was giving them just straightforward advice about how to deal with things, and there were a handful of them that weren’t writing anything down, they were just dismissing everything, and some of the advice seemed really straightforward and other people were getting it. And I thought, I was starting to figure out what was going on with them, and I realized, “You know, if they’re doing this for the wrong reason, none of my advice makes sense to them.”

And the wrong reason is this, “I want to be a leader because it’s a reward for a lifetime of hard work. I’ve arrived, it’s a title, it allows me to focus on the things I like to do, and it’s kind of cool that I get to be the leader.” And there are a lot of people that go into leadership, young and old, for that reason, and that’s a terrible reason to be a leader.

You know, when I go to college graduations, people say to these people, “Go out and be a leader.” I want to yell, “No, please don’t be a leader unless you’re doing it for the right reasons.” You see, the right reason to be a leader is to say, “I’m taking on a burden and a responsibility. It’s a responsibility. And the economics of it are going to be very bad. I’m going to pour far more of my energy into being a leader so I can serve these people than I’m going to get back from it. And I have my eyes wide open. I realize it’s a responsibility and a duty, and it’s going to be hard.” If you do that, then you’re going to do the right things as a leader.

You’re going to say, “Yeah, I don’t want to have to have a difficult conversation.” That’s one of the other things leaders don’t do. “I have to have hard conversations with people. It is my job.” You know how many CEOs I worked with, Pete, who do it for the wrong reasons, who will do anything to avoid having a hard conversation with somebody? They’ll even fire somebody without that conversation just so they never have to have it.

Pete Mockaitis
Well, yes, I wanted you to actually go deeper into this, so I think it was in The Motive in which there was a tale of someone replaced a chief information officer, so one of the CEO’s direct reports, you called him Fred. Give us the whole story. It’s a winner.

Patrick Lencioni
Yeah, and that’s not fiction. All my books are fiction but that’s not fiction. That’s in the back of the book where I talk. So, a true story, a famous CEO of a big company, who I don’t think was a great leader, for obvious reasons when I tell the story, he had a chief technology officer, actually. I think I changed it too, and I knew the guy because we were doing some consulting in the organization, and the CEO wanted to bring in a different CTO, chief technology officer. And, instead of sitting down with the old one and explaining that, “I’m going to hire somebody to replace you,” he just hired a new one.

And one day, the old CTO comes to work and sees an email that goes out to the company saying, “Hey, John Jackson is our new CTO. Let’s all welcome him.” And this guy is like, “I thought I was the CTO.” And so, he calls the administrative assistant. I can’t make this up, right? In fact, this happened about 20 years ago, and I just wonder if I’m making it up because this seems too crazy. Somebody sitting here in the room listening to this is going, “Nope, you didn’t make it up. It was true.”

So, this guy calls the executive assistant to the CEO and says, “I’d like to meet with the CEO,” and they just can’t find any time to meet with him, “Oh, he’s busy.” Weeks, literally, like weeks go by. This guy is coming to work knowing that there’s another guy in the company with his title. Finally, he’s about to get on a private plane with the CEO, small private plane, he says, “I’ll finally have a chance to talk to him.” They get on the plane, the CEO closes his eyes, pretends to sleep the entire time, never speaks to him. Finally, the CTO just quits.

And that’s not just an interesting, wacky story. It goes to show you there are certain people that are leaders but they don’t have the courage or the character to sit down with somebody and say, “I need to give you some tough feedback,” or, “I need to let you know what’s going on.” Now, I get it, all of us are tempted to do that, and I’m not saying we should go around, like, “Hey, all I want to do is have difficult conversations with people.” But that’s our job.

And if a leader isn’t willing to do that, it’s probably because they’re doing it for the wrong reason, they’re like, “Hey, I’m supposed to have fun. Hey, I’m the leader of this department or this organization.” “I’m the principal of this school, the pastor of this church, the CEO of this company, I should get to pick and choose what I spend my time on, and that doesn’t sound interesting to me.” That’s a fundamental problem in organizations.

Pete Mockaitis
And I’ll tell you, even though my team is small, those words really resonated and echoed back to me in terms of, “Wait, am I just doing this because it’s fun? Am I just not doing that because it’s not fun?” And it’s really quite a look in the mirror in terms of like, “Yeah, oops.”

Patrick Lencioni
One of the people that endorsed the book, we sent the book to a CEO of a company, and he sent it back and he said, “Yeah, I’ll endorse it.” And his quote was, “This book rocked me to my core. I wish I had read it 20 years ago.” Hey, we all are tempted to do things for the wrong reasons. I look back at my tenure here at my own consulting firm and realized there were times when I was largely doing it for myself, and I wasn’t good.

And so, we can read this and go, “Okay, I don’t want to do that anymore. I have to do it for the right reasons.” So, life isn’t black and white, we’re not binary. We’re capable of changing, but sometimes we have to be asked that question or ask ourselves that question, “Is my motive really the right one?”

Pete Mockaitis
Yes. So, thank you for that. That’s good. And then, at the same time, you talk about there’s suffering, there’s sacrifice associated with leadership, and yet you’ve also got a concept called joyful accountability. How does that fall into things?

Patrick Lencioni
Well, that question is a great one, and the answer to both of those comes back to a very famous CEO, who’s become a friend of mine, named Alan Mulally. Now, Alan Mulally was the guy who turned the Ford Motor Company about, I don’t know, 10 years ago. He took over the company when they were hemorrhaging money and they were about to go out of business, and he took it over and didn’t take any money from the government. He’s an amazing leader.

I mention him because both of the questions you just asked me relate to him. First of all, he came to visit us after he retired, and he said, “I don’t like that part in your book, Pat, The Advantage, when you talked about management being a sacrifice, that there’s suffering involved. It’s a privilege.” And I was like, “Alan, that’s not how the world works anymore.” He was like a Boy Scout from Kansas. I think I even said, “You’re not in Kansas anymore, Alan.” And he thought, “Well, why would anybody not see that job as a privilege?” And I said, “You know how many people want to be the CEO because they think it’s cool and because they have the right to do whatever they want?”

And if we don’t help people understand the hard part, we’re inviting them to take a job that they don’t want. So, he got that. But the thing about Alan was he had this way of holding people accountable. I mean, here, he turned the Ford Motor Company around. I think he said he only fired one or two people. So, you’re thinking, “Wait a second. How do you turn a company…?” This was the DMV, basically, that he was taking over.

And he said, you know what he would do, he’d see somebody behave in a way that was contrary to what he wanted, he would go to them and he’d say, “Hey, I noticed that you were doing that,” and they’d say, “Yeah, I don’t really want to do this thing you asked me.” And he’d go, “That’s okay.” And they go, “Really?” And he goes, “Oh, yeah, we could still be friends but you can’t work here if you’re not going to behave that way, so it’s up to you. Let me know. You can either opt in and act this way, or you don’t have to, and honestly we can still be friends.” He wasn’t being snarky. And people opted out or they opted in, and very times did he actually have to manage them out of the organization because the point of the matter is, if you hold people accountable and tell them there’s no breathing room there, they’re going to choose the right path.

Pete Mockaitis
Right.

Patrick Lencioni
In or out. And so, he had this way of joyfully, he wasn’t afraid to do it. And I think that’s why he was able to turn that company around. He would have hard conversations that other people would just agonize over, and he’d go, “What’s the big deal? They can work someplace else.” And I think it’s a great lesson.

Pete Mockaitis
No, and I think that is great and I think there’s, I don’t know, just fear in the mix or maybe litigation, lawyers, lawsuits, wrongful termination. It seems like, I guess, those things do happen, but I have a feeling that these are kind of hobgoblins of the mind that are just sort of just trying to feed the justification to avoid doing the hard thing. So, yeah. So, I’d love to maybe zoom in there. So, let’s say, hey, you know you got to have a conversation, you don’t want to have the conversation, but here you are, you’re tempted to pretend you’re asleep on a plane or duck it by any means necessary, how do you summon the stuff from inside to do what needs to be done?

Patrick Lencioni
You mentioned the word justification. I think the false justification we use, and I’ve certainly done this in the past, because I’m a wus, I’m going to tell you I’m a wus. I don’t like doing this either. If we justify it by saying, “Man, I really care about the people that work for me, and I just don’t want them to feel bad so I’m going to avoid telling them this thing because it can make them really sad.” That’s a lie. And I used to do that. And then, one day, I realized, “Oh, wait a second. You know who I’m really wanting to avoid feeling bad? Me, because I’m going to be uncomfortable. They’re not going to feel better when I don’t tell them because it’s going to come back to bite them later.”

Pete Mockaitis
Sure thing. Either they’re fired, or their career doesn’t progress, or they get less cool, fun, interesting responsibilities. One way or the other it hurts.

Patrick Lencioni
Exactly. And so, I was like, “If I love these people,” and I used the word L, “I should love the people that work for me. Even if I don’t like them all the time, I should love them. And if I love them, I have to tell them the truth.” I mean, I have four sons, right? Do I think that I’m doing them any favor by not telling them the truth about things they need to get better at? No, I love my children. To deprive them of that is crazy. If I’m a manager, I should feel the same way. So, once I kind of debunked that myth that I was actually a nice manager by not saying things to people, it gave me the courage to do it. And I still have to do that and I struggle with it all the time.

Pete Mockaitis
Well, that’s excellent. And so, when you say that you need to love your people but not necessarily to like your people, how are you defining love in this context?

Patrick Lencioni
Love means I’m willing to do something that benefits them even at my own expense. I think love is a verb. I’m committed to them. I’m not even enjoying their company right now, and maybe that’s my own fault or whatever else, but I am willing to do what’s in their best interest ahead of mine. You and I are both Catholic, it’s a biblical definition, right, to…

Pete Mockaitis
Certainly.

Patrick Lencioni
I was just reading in the Bible today about loving your enemies, right? Well, first of all, so love our enemies, and the person who works for me, who actually, they’re on my team, and I have to tell them something that’s going to be hard for them to hear, I think I should be able to love them for sure.

Pete Mockaitis
Yes. And as we talk about your sons, I’m thinking about my son right now. He’s two years old.

Patrick Lencioni
Oh, wow.

Pete Mockaitis
And he’s in a habit of doing some screaming when he can’t get what he wants, and so we keep…

Patrick Lencioni
So, my advice to you is never discipline him, always let him do whatever he wants, and then when he’s 20, he’s going to be great. We would never do that.

Pete Mockaitis
No.

Patrick Lencioni
But so many leaders are like, “Oh, I don’t want to tell this person.”

Pete Mockaitis
It’s like, “I would have to remove this from you and it’s for your own good, and it’s going to cause you to scream, which is going to cause me to feel stressed and unhappy, but here I am making that sacrifice on your behalf. Much like I‘m going to share some feedback with a person and that’s going to make me uncomfortable. And if I make them uncomfortable, maybe yes, maybe no, in the moment, but ultimately has positive consequences downstream.

Patrick Lencioni
Yeah, I absolutely agree. You know, Pete, I’m going to tell you. So, my kids are 21, 21, 17, and 13. I have four boys. I know I’ve learned more about being a leader by being a parent, I think half of these books come about because of the crossover between being a parent and a leader at work and team work and all the things. There’s so much in family life that crosses over the business, and around humility, and around accountability, and around all these different things. So, it’s fascinating. My poor wife, because we have to apply this together, luckily, she’s interested in it too. And my kids are now, even my 13-year old, the other day said, “Yeah, this stuff is really interesting.”

Pete Mockaitis
That’s cool.

Patrick Lencioni
So, it’s going to be fun watching. What’s your two-year old’s name?

Pete Mockaitis
Jonathan.

Patrick Lencioni
Jonathan. It’s going to be fun talking to you in five years when he’s seven.

Pete Mockaitis
Oh, yes. Yes, I think so too.

Patrick Lencioni
That’s an exciting thing.

Pete Mockaitis
So, here’s a scenario I thought I might run by you just because I was thinking about our upcoming interview and prepping some stuff, and I was also doing some training for an organization, we’ll keep it broad, in the health space. And so, right before the training started, we’re sort of chatting a little bit, and then I heard someone ask an assistant who’s helping us out, “Oh, hey, what’s up with all the contractors and stuff next door?” They said, “Oh, there’s this executive and they’re building out a suite on this floor for his office.” And then they said, “Really? So, we’re cramped on space, we always have to do this and this and this, and this guy needs a suite and so we’re going to have even less space.” And then the assistant said, “Oh, yeah, and they might actually take over this conference room that we’re in too. They still have to decide that.” And they just sort of shook their heads.

And so then, I got you in my ear, thinking about organizational health and conflict and all these things, and I just thought, I said this out loud, it was like, “Wow! So, it seems like you perceive some sort of wrong or injustice is occurring here, and yet I have a feeling that they’re probably never going to know about it and you’re just going to feel a little bit miffed, a little bit resentful over it over time.” And it’s like, “Is that accurate or am I right way off based here? It’s like I’m pontificating.” And they said, and a couple more people chimed in, it’s like, “Well, yeah, I’m not going to say anything about it but it’s because they didn’t ask and they don’t care.” And I thought, “Man, this is the stuff. I think this is kind of like where the rubber meets the road in organizational health.”

It’s like on the one hand you could say, “Hey, this executive, it was hard to recruit him. He needs some things to be one over.” And then it’s like, “Is it really their job, or duty, or responsibility to explain every decision they make to the people who also dwell in the office?” But, at the same time, if you don’t get into that messy stuff, you’re just going to have this resentment and bitterness and stuff unspoken in the mix, and it’s harmful. So, Pat, putting you on the spot, how should healthy organizations deal with just these everyday kinds of things that need to be addressed?

Patrick Lencioni
Oh, yeah. Well, first of all, those people are right to wonder what’s going on. Secondly, it’s not their job to go ask why this is going on. Somebody else knows this and they’re not doing it. And so, I would say either somebody is letting that CEO or that executive down by not questioning it and preventing him or her from doing something that looks really bad.

Pete Mockaitis
Well, yeah, and that person’s going to have poor relationships with all the people that are kind of miffed because he’s taking all the space.

Patrick Lencioni
Or he knows and he doesn’t care.

Pete Mockaitis
Oh, yeah, possible.

Patrick Lencioni
Okay, this happened to me once. In fact, the first book I wrote, and the first part of that first book, came from this too. So, I worked with a CEO of a company, and he took over when the company was kind of in trouble, and they were laying people off literally, and so offices were coming open. And an office would come open and people go, “Ooh, can I have Fred’s office now that he’s gone?” And so, the facilities people, their numbers were actually going up because they were doing all these moves at a time when the company was hurting. So, the CEO rightly said, “Okay, it’s time for a little adult supervision,” and he announced that there would be a freeze on all office moves and facilities. Okay, that made sense.

The very next week there were contractors in the main headquarters, in the lobby where people came, building out the conference room that they use for customers and for meetings and turning it into his office. And the reason why they had to make it bigger was because he was having office furniture flown in from the East Coast and they needed to make it fit so they had to change the shape of the conference room. And I didn’t know at the time but we look at it now, his motivation was not to serve others. His motivation was about himself and it was completely consistent with who he was, and that is the problem.

Now, if he’s doing that and he’s just clueless, boy, somebody could be his hero and say, “Hey, do you realize what kind of a message you’re sending?” And that’s why a leader’s job is to surround themselves with people that are going to tell them the truth and push on them. And so, I think that’s a fantastic example that you gave, one that I’ve seen too, and I think it’s probably is an issue of motive.

Pete Mockaitis
Yeah, I think that’s quite likely. And so, I’m wondering, in this kind of a situation, what would be the ideal healthy way for leadership and teams to address this issue? It’s like, “Hey, we’ve got some competing demands on our limited space,” how do we hash that out optimally?

Patrick Lencioni
Right. What I would say is this, so that executive, his team, it’s a he it sounds like, his team, the question is, “Do they have the kind of trust, vulnerability, and conflict on their team to put these things on the table?” because that’s where it belongs. And he has to be the one to be vulnerable enough to say, “Hey, you guys could ask me any question and challenge me. Even if I disagree with you, I’m going to be honest with you about how I feel. I’m not going to punish you for that.” So, the question is, “Why isn’t that team having those honest conversations?” And the leader has to take it upon himself to create that kind of trust.

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

Patrick Lencioni
Oh, no, but I’m going to go back to the question you asked at the beginning, and you said, “What’s one of the big insights?” The big insight, and I touched on it before, is this, what I’ve come to realize is that if you’re a leader and you constantly remind people about what they need to do to improve, 95% of the time, more, they’re going to either improve or they’re going to go someplace else where they fit better. And I think if I could give any leader advice, it would be become completely immune to your fear of saying to somebody, “Hey, you did that thing.” You talk too much during meetings, “Hey, you did it again. Hey, you did it again.” Most human beings, if they’re constantly reminded about how they need to improve, are going to do it because they’re tired of being reminded or they’re going to leave because they don’t want to change.

And if every company did that, there’d be far less firings, which are very painful, and far less lawsuits, and companies would actually start attracting the right people and repelling the others. And it usually comes down to a lack of courage on the part of leaders. So, that’s one of the things I’ve learned. So, I think that’s it.

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

Patrick Lencioni
Theodore Roosevelt once said that “Comparison is the thief of joy.” That’s a fantastic quote. And then my favorite Bible verse, it’s “My yoke is easy and my burden is light.” Sometimes I think we make things harder than they need to be because of our pride and because it’s self-oriented and things like that. So, those would be my favorite two.

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

Patrick Lencioni
I like the one I learned in social psychology where the person, like if you go on the street, and you ask somebody, “Hey, will you help me do this?” A high percentage of people will say yes. And then if you introduce a financial element to that, fewer people would actually say yes because now they feel like it’s an economic decision.

Pete Mockaitis
Oh, so you pay people and then fewer of them want to do it because they’re getting paid.

Patrick Lencioni
Yeah, like, you’re unloading things out of your car, and you say, “Hey, can you help me carry this across the street? I need to unload my car,” and like X percentage would say, “Yeah, I’ll help you.” And then you said, “Now, I’ll offer them $5 to do it,” and fewer of them would actually say yes. And I think sometimes we think that people are coin-operated and it’s actually a disincentive to do that. And people’s inclination toward helping others and doing the right thing is much higher because it’s the right thing to do. And I think companies do that too, like, “We need to pay people more.”

It’s like, no, how about treat them well, get to know them, thank them, help them understand why their job matters. People really want to work hard. Great volunteers at a church or a nonprofit work harder than people being paid in a for-profit because they’re doing it for the right reasons. That’s not to say, “Hey, go cut your people’s pay,” or, “Don’t offer people money.” But I think sometimes we overemphasize the financial incentive of behavior and don’t appeal to people’s better nature.

Pete Mockaitis
And how about a favorite book?

Patrick Lencioni
You know, Dean Koontz is my favorite author, and he wrote a book called Brother Odd. He has a series called Odd Thomas, but there’s a book called Brother Odd which I think is fantastic. It’s funny. It’s mostly really deep and funny and clever.

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

Patrick Lencioni
The whiteboard. You know, in my office here, we just add it onto our office and have a new cottage, and we’re like, “What artwork should we put on the wall?” And we just painted it with that. There’s a new paint that’s like it turns a wall into a whiteboard and, boy, do we use it, and good stuff comes out. I’m looking at stuff right now where we solve problems and then we leave it up there. So, the whiteboard.

Pete Mockaitis
Oh, cool.

Patrick Lencioni
In my house, at home, I should have whiteboards in every wall.

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

Patrick Lencioni
Well, it helps me in my job and it helps me in life, and that’s praying the Rosary.

Pete Mockaitis
Very good.

Patrick Lencioni
Fifteen minutes a day, usually do it in the shower.

Pete Mockaitis
You do the whole Rosary in 15 minutes?

Patrick Lencioni
I could do it for 15 minutes.
usually that’s when I’m flooded with peace and it helps me think through my day and be more charitable and kind.

Pete Mockaitis
And how about a particularly resonant nugget, something you share that really seems to connect with folks and they quote it back to you again and again?

Patrick Lencioni
I always like to say, “The truth is don’t make the truth.” I mean, the perfect enemy of the good. And people repeat that back. Because I’m a believer in the 80/20 principle, “Get the first part done and we’ll figure it out from there.” And so, I think that’s one that probably comes back my way.

[36:01]

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

Patrick Lencioni
I would point them to our website, which is TableGroup.com. And we have a podcast also called At The Table with Patrick Lencioni. We just started it this year and we’re having fun. We’re not as professional as you. You said you had a 302, 300 episodes.

Pete Mockaitis
Oh, that was the Bruce Tulgan episode, 302, yeah.

Patrick Lencioni
Wow! Yeah, I think we’re at like 25 but we’re loving it. We’re loving it. We’re enjoying it.

Pete Mockaitis
Oh, yeah, it’s definitely fun. Well, hopefully, you’re getting better and better as you get in there.

Patrick Lencioni
We’re trying.

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

Patrick Lencioni
You know, I think that take the risk of speaking truth to people in kindness, and good things happen. And we tend to think that the cost is going to be too high to do that, but if you speak truth and love and kindness and humility, you’ll be a leader’s hero, because we’re not all CEOs. But if you can go to the leader, nine times out of ten, they’re going to be glad that you told them, and five times out of ten, they’re actually going to listen to it and make you a hero, and four times, they might ignore you, one time they might not like you, but it’s always the best thing to do. I think people are too risk-averse when it comes to pouring into a leader upwards. So, manage up. Manage up.

Pete Mockaitis
Pat, this has been a treat. I wish you lots and lots of luck and blessings as you’re pursuing these adventures.

Patrick Lencioni
Thank you, Pete. And have fun with Jonathan and your family. God bless.

Pete Mockaitis
Oh, thank you. You, too.

520: How to Start Finishing Projects with Charlie Gilkey

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Charlie Gilkey says: "If it's worth doing well, it's worth doing badly in the beginning."

Charlie Gilkey discusses how to deal with the obstacles that derail your important projects

You’ll Learn:

  1. The magic number for projects
  2. Signs that a project truly matters to you
  3. When and how to say no to your family, friends, and bosses

About Charlie

Charlie Gilkey is an author, entrepreneur, philosopher, Army veteran, and renowned productivity expert. Founder of Productive Flourishing, Gilkey helps professional creatives, leaders, and changemakers take meaningful action on work that matters. His new book is Start Finishing: How to Go from Idea to Done.

Resources mentioned in the show:

Thank you Sponsors!

Charlie Gilkey Interview Transcript

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

Charlie Gilkey
Pete, thanks so much for having me. I’m pumped to be here.

Pete Mockaitis
Oh, well, I’m excited to talk about starting and finishing and getting to done. Let’s start with starting, actually. I understand you don’t choose to start your year in January. How does that work and what’s the backstory here?

Charlie Gilkey
Well, there are several things going on. And thanks for that question. That’s a deep cut. Two things going on. One is the business cycle for the business that I’m in or the year cycle starts actually in August for the back-to-school, you know, back-to-work sort of thing. That’s when everyone comes back online, it’s like, “Hey, we got to get after it.” And so, that’s a really important point for my business.

And I’ve also learned that actually doing your yearly planning, if you’re going to do it on the personal side in February, is a way better time to do it because it kind of lets you shake off the high of New Year’s resolutions and all the things that go along there, and I think we’re way too optimistic during that period of the year. And then if you pay too close attention to the goals you set in, it can be a really good way to feel bad about yourself. But if you kind of wait until February, kind of around Groundhog’s Day and give yourself a redo, what I’ve learned is that we end up making way better sort of annual goals and resolutions during that period.

So, I have kind of two periods in which I do annual planning, but that’s kind of par for the course for me, and then I’m always recalibrating plans and working in it

Pete Mockaitis
That’s clever. Groundhog Day, redo, and I’m thinking Bill Murray right now. Part of that was shot near me in Woodstock, Illinois. Fun fact. So, yeah, that’s a good way to think about it in terms of like the day and where you’re going to choose to start and why. So, thank you for that. Let’s talk about the book Start Finishing. What’s the big idea here?

Charlie Gilkey
The big idea is that finished projects bridge the gap between your current reality and that life you want to live and that work you want to do. And so, a lot of us have, you know, we have really big dreams and visions for ourselves. We have that idea of our best work or our best life, and a lot of times we could feel stuck and we don’t quite know what to do. And it turns out that, again, it’s those finished projects that bridge the gap.

And I think it provides a bit of a different take on productivity, and getting things done, and sort of personal development, which either can be far too granular and focused on tasks, or it can be far too lofty and focused on sort of vision and sort of the big view of your life. And the mess of life and the beauty of life is in this middle world of projects.

Pete Mockaitis
Yes, okay. Indeed, the finished projects bridge the gap. And one thing I think I’m coming to learn is that almost finished projects don’t. And I’m thinking about all these instances in which it’s like the vast majority of the hard work is done but it’s not all the way finished and, thus, it doesn’t turn into something.

So, I remember once, we’ve got a multifamily home here and we were trying to rent out one of the units and things were almost completely renovated, cleaned, whatever but there’s like a bunch of cardboard boxes in the corner. And I think that prospective tenants can know that those won’t be there when they move in but, nonetheless, I couldn’t help but notice that every showing we did where the boxes were there did not result in an application, and those that we did with the boxes absent, totally cleaned up, did.

And so, it’s sort of like almost done doesn’t pull it off for you. But it’s kind of encouraging in that it means that there’s very little left to get to finished project status. So, those are my own musings on the finished project piece. Give me your take on that.

Charlie Gilkey
Well, I love that. You know, I talk a lot in the book about displacement which is the idea that anything you do displaces a practical infinity of things you could do, or you can’t do one thing, or you can’t do multiple things at the same time, right? Barring simple things like doing the laundry while listening to a podcast. But when it comes to this significant work that we need to do, what I call best work and what I call those things that really light us up and are part of the matrix of meaning-making that we’re in, we tend to only be able to do one thing at a time.

And the frustrating thing about those half-finished projects is that they suck up all of the time that could’ve been going to something else, but they’re not bridging that gap. They’re not doing the work that they’re supposed to do to power your life. And it would be like investing a hundred bucks a month, for however long you want to do it. Let’s just say it’s 12 months, and you don’t get the return on it until the 13th month, and then you decide on the 12th month to just stop, and then everything disappeared, right? It’s like you’ve already sunk in all of that money, you’ve already sunk in all of that time but you don’t get the reward for it just because you decided to jump to something else. So, absolutely.

And one of the things that I really stress in the book is that we should really be focusing on throughput and not load. And by that, I mean I think we commit too quickly to ideas and end up carrying too many projects around with us and too many things that we’re not going to be able to finish. And so, if you make that commitment to where this week you’re going to, like, “I’m going to do these 17 projects,” and you only do three, well, you’ve carried the additional 14. And I think, unfortunately, what we do is we’ll say, “Well, this week, I overestimated this week so I’m going to do 12,” and then we do three projects.

Well, it turns out that if we just focus on the three that matter most and we get through them faster, not only is it just about efficiency but it’s about that momentum that you can build with these finished projects. And so, depending on where you want to take this, Pete, a lot of times when I tell people I like to focus on three to five projects, the first thing that they’ll do is, like, “I can’t. I got all the things.” But let’s do a reality check here, are you actually finishing those things or is it just a continual state of juggling and a continual state of sort of commenting about the status of a project but not actually moving that project forward? Or is that continual story that you’re going to get to but you don’t?

And I get to say, you know, over the decade I’ve been doing this work with people. There’s momentum, there’s more pride, there’s more joy, and there’s more results just from coming from focusing on fewer things, getting them done, and moving to the next thing.

Pete Mockaitis
Yeah, boy, that’s well-said with regard to load because you could feel that, and the word itself, it’s like, “I am shouldering a burden, a load, like a camel or an ox. Like, there’s a lot of things on my plate, on my back here.” And so, you identify these are the things that we’re actually going to sail right through here, we’re good to go.

And it’s intriguing that when you mentioned three to five, you’re getting pushback because, I guess I’m thinking about Jay Papasan who we had on the show with the One Thing, it’s like, “Oh, man, you’re being lenient. You’re giving them three to five instead of just one.” So, let’s talk about that for a moment. Why do you think that’s perhaps the magic number there, three to five projects?

Charlie Gilkey
It’s partially because enough studies both with my own clients and work, and external study showed that that’s about the limit of which we can do. Now, I want to pause here. I love Jay’s work and I find that most people can’t just commit to one thing because when you commit to one thing, I think you often forget. Well, there’s different ways of understanding his book and the message, so that’s one thing to talk about.

I want to make room for projects that are not just economic projects. So, for me, anything that takes time, energy, and attention is a project. And so, finding a place for those cardboard boxes you’ve mentioned, that very well could be a project, right?

Pete Mockaitis
Yeah, that’s why it wasn’t done.

Charlie Gilkey
That’s why it wasn’t done.

Pete Mockaitis
It took multiple steps. There’s too many to just shove in the alley so I had to take another…do something else there.

Charlie Gilkey
Yeah, you got to find out where they are, and you got to sort, and you got to figure out which other closet you’re going to put them in, and then you open that closet and realized, “Oh, crap, there’s something in there. This got to go somewhere else.” It’s kind of like a shell game and stuff sometimes, right? But, also, getting married, getting divorced, having kids, moving across the United States, getting a new job, like all of those things are projects.

And, unfortunately, we tend to prioritize economic projects, or creative projects, or work projects, or however you want to say that, and we try to squeeze the work over our lives and the leftover, the time leftover from the economic projects, and we’re just not getting to it. And so, again, not to go overly critical of the One Thing, but it’s like we are not just work-related people. Like, our thing in life, our thing at work is one of the many things that we might want to attend to. We might also need to attend to our aging parents that we need to help transition into elder care, right?

Pete Mockaitis
Oh, yeah, absolutely. And I think that in the conversation, Jay mentioned, “Hey, what’s the one thing within like a context or a domain?” “The one thing in my marriage, the one thing in my business, etc.”

Charlie Gilkey
Etcetera. And so, I think people misunderstand his message in that way, and so I just wanted to say, like, we’re actually super aligned in that way, but that’s where we start saying the five projects, or three to five projects. Yeah, you have to look across the domains of your life and not just pick the one thing, and not just pick like one domain, and say, “I’m going to go all in on that.”

And so, for instance, right now, I’m in the middle of launching this book and doing the PR too for this book, and it’s a major project. I’m also in the middle of reintegrating back into my business after working on the book for so long, so that’s another project. And I’m also getting back into the gym and working with a personal trainer. That’s a project, so that gets me through it.

But, anyway, you asked why three to five. I think that many lets you invest in the buckets of your life that matter without spreading yourself too thin. Two, I think it’s when we look at sort of the cognitive load that we humans can bear, we sort of heard the five plus or minus two, I think, is now four plus or minus two, like, the things we can remember. Well, when you have a fewer number of projects and you can always rattle off what you’re working on, it turns out you don’t need a super complicated productivity system or an app to help you with that. You can always just sort of have those things front of mind.

And the last thing is every one of the projects, another way of thinking through this, every one of the projects that you carry, they need fuel. And I talk in the book about focused blocks which are 90 to 120 blocks of time where you can sit down and make substantial progress on things. So, if it’s a creative project, it might be that time where, let’s say it’s writing, where you actually are able to sit down and get some good words in, lean into the project, get out of the project rut. But it doesn’t have to be creative work, it can be, again, going back to that garage.

A lot of times we don’t end up cleaning the garage because we look at it, it’s like, “Oh, I think I can just move it around,” but you know that it’s going to take you three to four focused blocks because you got to figure out where everything goes and do the organizing. And because we don’t schedule that time, we know we won’t be able to make any meaningful progress, so we don’t actually start.

And so, when we look at the sort of the three to five projects, it’s like, how many of these focused blocks do you have in your life, and in a week, that you can allocate towards these things?” And no focused blocks equals no momentum.

Pete Mockaitis
Okay. Well, yeah, I’m seeing how the pieces are coming together. So, I’ve got my three to five projects, I’ve got focused blocks for 90 to 120-ish minutes, and then I’m allocating particular focused blocks towards particular projects in order to get momentum. So, I understand you’ve got a full-blown nine-step method, so I think we’re already getting into a couple of them. How about we sort of get the full view here?

Charlie Gilkey
Yes. So, the full nine-step method would be, well, there are different ways we can say this. But where people often will fall down is that they go immediately from idea to working on it, and that’s really not a great way to do it because we don’t do ideas, we do projects, and so we have to do some work to convert that idea. But before we can get there, in chapter two, well, one of the steps is really getting clear about the obstacles that are in the way from you doing this life-changing work that we’re talking about. And if you don’t start with looking at that, the first thing that you’ll do is choose an idea, start working with it, and then see, all of a sudden, that you’re upside down with it and you can’t go forward with it and sort working backwards. So, it’s a root-cause approach.

So, the first step is getting in touch with some of those root causes that keep that gap between our current reality and the life we want to live. So, second sort of step is to pick an idea that really matters to you. And that seems like obvious except for what matters to us is oftentimes not the first things that we’ll pick because of fear, because of the seeming difficulty, and we end up choosing low-hanging fruits, or we end up choosing other people’s priorities.

And then when we get into the messy middle, or towards the end of the project, we don’t get anywhere. And that’s largely because, at the end of the day, that idea did not matter enough to us, it didn’t supply the amount of meaning and sort of commitment juice that we needed it to, and so there’s just a certain point in sort of imagine this lever of, like, at past a certain point of difficulty and grit, if you don’t have the amount of internal emotional buy-in and sort of spirit in that project, the difficulty of it is going to win, right?

Pete Mockaitis
Understood.

Charlie Gilkey
And so, you have to pick an idea that matters enough for you to invest a life force that is going to take to push through it.

Pete Mockaitis
Okay, certainly. And I think that’s well-said with regard to just because you’re doing it doesn’t mean that it matters to you. You very well could’ve chosen it because you passed up the bigger things out of fear, or, “Ooh, that just sounds hard.”

Charlie Gilkey
Yeah, it just sounds hard. And I want to pause here because, over the last few decades, I think we’ve lost a lot of grit and we just sort of baked into some sort of talent myth, like if it’s hard it’s not for you because if we look at all the prodigies and the people that seemed to do things super easily, it’s like, “Oh, they got that talent. And the people that have the talent, they should go do those things. And if you don’t have that talent, maybe you go find something else that’s easier for you to do.” Right?

And what that ends up doing for a lot of us is that when we start something and it gets difficult, we sort of encode that maybe that’s a sign that we’re doing the wrong thing, maybe it’s a sign that there’s something else that I should be doing because it shouldn’t be this hard. And my whole point is, first off, if it’s worth doing well, it’s worth doing badly in the beginning. Bottom line, if it’s worth doing well, it’s worth doing badly in the beginning.

And, second off, in almost all these cases, these effortless talent displays that we see, it’s a lot of hard work and cultivation of those people behind the scenes, so they have a certain amount of budding seed time that we don’t have. And so, I want people to orient themselves so that when they see something that’s difficult, or when they see…well, let me say it this way.

I talk in the book about thrashing. And thrashing is sort of the meta work and emotional flailing and “research” that you’ll do to push an idea forward but it doesn’t actually push an idea forward, right? It’s just thrashing and flailing. And the thing about it is we don’t thrash about things that don’t matter to us. Like, no one has a mini-existential crisis about doing the laundry or taking the trash out. There’s no “Why am I the right person to do it? Is now the right time? What if I’m not good enough?” It’s like you do it or you don’t do it, right?

But when it comes to time to some of these best-work projects, which is what I call these life-changing projects that really only you can do and that change the world in really phenomenal ways, those are the ones where we’ll have all those sort of mini crises, and those are the ones where we’ll start wondering if we got what it takes, and so on and so forth.

And so, it turns out that the more it matters to you, the more you’ll thrash. And so, it’s a really good sign when you’re feeling that feeling of, like, “Wow, this is…” not just that it’s daunting, because you can take on a project that doesn’t matter and could be daunting, but you’re thinking like, “Wow, I don’t know if I’ve got what it takes. I don’t know if I’m ready for this,” those are actually really good signs that the project matters to you, because if it didn’t, you wouldn’t be feeling that way.

Pete Mockaitis
Oh, yeah, that is one worth sitting with it and remembering because you want it to come to mind when that feeling occurs again. Indeed, wow, yeah, so many implications when you’re experiencing, “Oh, my gosh, I don’t know if I have what it takes.” It’s indicative of that’s something you care about a lot or that thought would not have occurred to you at all, the, “I don’t know if I’ve got what it takes to…” And it’s not just about how challenging it is, because you might say, “But I don’t know if I have what it takes to take out the trash every day.” The take-out-the-trash challenge, you know. It’s, like, that’s probably not go do it. It just sort of says, “That’s dumb. I don’t feel like bothering.” So, yeah.

And I’ve often had this thought. I’ve said to my wife numerous times, like, when I’m feeling frustrated by something, I think, “Well, you know what, it’d be a lot easier if I didn’t care so much.” It’s like, “If I didn’t care, if my clients were getting great results in ROI from our trainings, then I’d just be like whatever.” But I do and, thusly, I get a little bit worked up associated with if folks are doing the exercises and understanding and connecting with the stuff.

Charlie Gilkey
Absolutely. It’s kind of like envy as a compass. And by that, I mean we’re not envious of other people when they don’t have something that we want. We’re only envious when someone has something that we actually care about. And, unfortunately, we try to wash out the envy, we try to wash it out, but, for me, I’m like, “Oh, maybe let’s pause a little bit and say, ‘What is it in this moment, in that sort of feeling that you have that’s telling you that something matters? And what are you going to do about it?’” as opposed to just pretending like you shouldn’t feel it.

Like, you like what you like, and you value what you value, and that’s one of those learning to center those fundamental truths and that it’s perfectly fine to like what you like and to value what you value, and you have permission to do that, then let you say, “You know what, that man with the shoes on over there, those shoes are really kicking, man. I love those shoes. I wish I had them.” So, what is it about that and what do you want to do to address that?

Maybe you decide later on, “No, maybe I was just being materialistic,” or maybe, just maybe, you like the shoes, and that’s enough for you to say, “You know what, I’m going to do something about that, meaning I’m either going to buy it, or if I can’t afford it, it’s worth it to me to do the work that I need to do to exchange my labor for money I need to get those things.” And that is a choice that I don’t think we allow ourselves to really sink into a lot of times unless they are socially-approved values and likes, in which case it’s kind of a given that we get those.

Like, many people, I know this is kind of straying in the personal finance land, but many people don’t question the value of owning a home because it’s one of those given, it’s like that’s just what you do. You go to school, you get a job, you get a partner, you buy a house, right? And so, deciding not to buy a house and deciding to be a renter for the rest of your life because you realize that 3% to 5% of you the cost of your home is going to be spent in maintenance, and those type of things in general. Like, that becomes important but a lot of people don’t give themselves permission to say, “You know what, this whole home-buying thing, not something I care so much about. I care more about freedom. I care more about that.”

And, again, I’m not trying to make a strong case for that particular economic choice. I’m just trying to say there’s a lot of decisions like that, that we default to the socially-approved cues and, unfortunately, end up living our lives doing work that we would rather not do to get stuff that we really don’t want, and then miss out on this one precious life that we have in front of us and that way we could have lived it.

Pete Mockaitis
Yeah, that’s adding up and resonating there in each of those components in terms of this is just what you do versus you’ve given some real thought to it. And when it comes to envy, I think it’s also intriguing to look and see if there are some finer distinctions because you got my wheels turning in terms of I saw this Netflix documentary about Bill Gates and I had some envy, but I don’t at all have envy for Elon Musk, right? And so, here are these two super rich people who are innovating but there’s a distinction and that is sort of rich fodder for potential insight. So, it’s like, where do you have envy and where is there a similar situation where you don’t? And then we’re really homing in on something.

Charlie Gilkey
Yeah. So, what does that envy tell you about your values? That would be the question, right? And where is the lack of envy in other places, not do the same things? So, again, these are really good tools. And the thing about it is, especially productivity but I’ll say the broader sort of personal development, we approach it from a headspace in like a thinking space. But when it comes down to actually doing the work that changes lives, changes our lives, changes other people’s lives, and having the courage and being able to set up the boundaries, it’s always going to come back to your heart space. It’s always going to come back to stuff that really matters.

And so, I encourage people to actually steer with that as opposed to getting caught into all the things sort of in that headspace of what you should do. And, just while I’m on that, just about any time you’re telling yourself you should do something, pause. Because, usually, what you’re telling yourself is that there’s some external standard that is a guideline for what you ought to be doing. And where I want you to pause is say, “But is that really true for me? Is it really true that that’s the right thing for me to do?”

And sometimes when you should, in the case of given who I am and what I care about, this is the thing that I need to do, but I’ve learned so oftentimes, so many times we only use the word should when it’s an external rule, an external guide. And when it’s our own sort of compass, we say, “I get to…” or, “This matters to me,” or, “I want to…” or, “This is meaningful.” Like, we use all sorts of words that are different than the should word. Does it make sense, Pete?

Pete Mockaitis
Oh, absolutely. Yeah, I have been thinking about should a lot lately in terms of, I guess, when I see or hear should, I get very curious as well in terms of “What do you really mean by that?” And I find, often, that should, all that really means is, “If one were to invest additional time, energy, money, resource in this domain, there would be some kind of a benefit.” But, like you said with regard to opportunity cost, well, is that really worthwhile?

And I’m really intrigued when I hear it with regard to people talking about TV or Netflix, like, “Oh, have you seen the latest season of this?” And I say, “Oh, no, I should really watch that.” And I’m thinking, “Man, really, should you? I think you got the right idea and I’m the one who should watch less Netflix.”

Charlie Gilkey
Yeah, stop shooting on yourself is a long way of saying it.

Pete Mockaitis
Certainly.

Charlie Gilkey
Like, if you wanted to do it, you would have watched the show already. If it really mattered to you, it just turns out that, I talk a lot about cage matches, whether it’s a priority cage match or a project cage match, and that’s just a homage to my upbringing in the ‘80s of professional wrestling, where the basic idea, if you’ve never seen this, it’s like a bunch of competitors get into the ring, and the strongest one, some way or the other, ends up throwing everybody else out or beating them into submission. So, I know, terrible metaphor for this particular context.

But there are certain priorities and certain things that they’re always going to win that cage match. If you are a parent and something comes up about your kids, you’re going to displace almost everything else to make sure that their needs are attended to. And so, what I want more of us to do is to look at all the OPP, the other people’s priorities, not the Naughty by Nature O.P.P. song, but that’s also a great song, right? I want to look at everyone else’s priorities and say, “You know what, why and how are those more important than my own?” Because you could be that person that runs around trying to fill everybody else’s priorities and end up exhausted and depleted and frustrated, and still not be able to appease everyone and fill their buckets.

Or, you can say, “You know what, I can’t be everything for everyone. I’m choosing for the smaller set of priorities to be who I am and to live in the way, live and work and allocate my time in a way that really accentuates those values.” And that does mean that there are a lot of people who might be mad at you, there might be a lot of people who decide not to be friends with you, or there might be a lot of other, like there might be some social fallout for that. But, again, look forward into a decade, would you rather have done the things that really are going to power the type of life you want to live or just continue to maintain other people’s projects and priorities?

Pete Mockaitis
That’s great. And while we’re here, as I’m rolling with it, what are your pro tips on saying no?

Charlie Gilkey
Pro tips on saying no. It depends on where it’s coming from, so I got to start with that. Obviously, if your boss walks into the door, walks into the office, and is like, “Hey, I’ve got a new project and priority for you,” be careful about saying no to that because you may not get to say yes to the job tomorrow, right? And so, there’s a context there. And even with bosses, and I’ve had to do this in the military, back when I was in the Army, where it’s like you get handed this project, or you get handed this mission, you’re like, “Okay. Well, I can do this but it may displace some of these other priorities that you have for me and that we’ve already talked about. So, do you want me to do this instead of that? Or like what’s the priority conversation here?”

And that I think always returning to, especially the work environment, to priorities is a good way to talk about it, because you’re not saying, “Screw you. I don’t care.” You’re saying, “I’m here to do a certain job, or I’m here to make sure that I’m providing the best value to this team that I can. We’ve already discussed these other ways in which I could provide that value. Now, there’s this new thing. Is this better than that?” And that’s a good conversation that a lot of teams can have even that a lot of people can have with their boss.

I think when it’s with your friends and family, first off, my observation is that we spend too little time talking to friends and family about what actually matters to us, and so we end up negotiating a bunch of trivial things. We get invited to go to the club, or you get invited to go to watch the football game on Saturday, or you get invited to all these sorts of things, or you get expected to, like, “Hey, can you watch my kid today?” or, “Can you come over?” and there’s never been that talk of, like, “Actually, Saturday is the day that I spend in community service, and that’s why I’m down to soup kitchen every Saturday because that’s super important to me.” We haven’t established our priorities first and so we’re always negotiating what matters on the backside of things.

So, step one is to have more intentional conversations with your friends and family about things that matter to you, the projects you’re working on and how they fit into this life that you want to live, in that way when you do get asked to do something or requested to do something, there’s a preexisting conversation about some things that matter. It changes it, it changes the conversations because the people around you understand that it’s not like you’re sitting at home on that Saturday evening just looking for something to do, right? You have these other plans for yourself and other things that truly matter, so it does help with that conversation.

The second way that I would look in on this one would be to, where it’s a resonant request, meaning it’s from someone who can legitimately make that request, and it’s something that, in general, like you’re open to doing it but perhaps can’t do it right now, is always provide that alternative. It’s like, “You know, I’m sorry that I can’t do that that day because I have some preexisting commitments. Is there a way that I can do that Wednesday or Friday or this other period of time? Because what you’re requesting from me, I actually do care about and I care about the relationship that we’re in here. That particular time is not the best time.”

And the last thing that I would say is, and this goes back to talking about things that matter and being honest with your friends and family, is if there are certain things that you’re being requested to do and they don’t resonate, and they aren’t something you’re ever going to do, don’t BS people and be like, “Oh, yeah, I’ll get to it,” or, “Yeah, it sounds great,” or, “We’ll have coffee in three months.” If you know that you don’t want to have coffee in three months, avoid that. Avoid setting that sort of precedent. And I know that seems perhaps obvious, and maybe it seems hard, but I think too many people are not honest with the people around them for fear of rejection, or for fear of becoming a social pariah, or whatever that is, and we end up negotiating a lot of things that, if we were just being forthright with folks, we wouldn’t have to be negotiating.

Pete Mockaitis
Charlie, I have no interest in drinking coffee with you.

Charlie Gilkey
Hey, I got it. Cool.

Pete Mockaitis
That’s not true, Charlie. I think it’d be a lot of fun.

Charlie Gilkey
Yeah.

Pete Mockaitis
So, how does one say that?

Charlie Gilkey
How does one say, “I’m not interested in having coffee”?

Pete Mockaitis
Yeah. Ever.

Charlie Gilkey
Ever.

Pete Mockaitis
Because I think that’s kind of what you’re saying. They’re saying, “Hey, in a few months when things quiet down,” it’s like that’s kind of what you mean is that’s just fundamentally is not worth doing to you.

Charlie Gilkey
Yeah, that’s a tricky one, right? Well, here’s what I’ll say. Very rarely do I have someone out of the blue who doesn’t know just ask me to go for coffee, right? So, typically, it’s in the context where they know I got a lot of stuff going on, and so I can say, “Ooh, I’m going to have a hard time.” Or, what I will normally say is, “Hey,” especially if I don’t know them and I really don’t want to have coffee, like, “What’s your thought there? What are you thinking?” And this may just be peculiar to my line of work because I am a coach and things like that.

If it comes up with doing all these things, like, “I’d love to have coffee because I want to pick your brain about something,” then I can say, “Hey, Pete, I’d love to have that conversation. I am a professional coach, and the best way for us to have that conversation would be under this sort of structure. Are you open for that conversation?” And, basically, what that’s saying in some way, without being a butthole about it, is, one…

Pete Mockaitis
It ain’t free.

Charlie Gilkey
It ain’t free. And, two, if it matters to you, like if it matters for you enough to do it, then let’s have that conversation. But, for me to show up and do that for free, like, again, that’s displaced other people who pay me to do this, right?

Pete Mockaitis
Certainly, yeah.

Charlie Gilkey
And, on that note, I have a certain amount of time that I just think of as service to the world and community service and things like that. And so, there are some people who are like, “You know what, that’d totally be something that I would pay…” like someone would pay me to do. But, in this circumstance, I just feel called that this is a conversation that I want to be in and so I’ll do it.

Pete Mockaitis
Right.

Charlie Gilkey
But, again, I don’t get a lot of that. I know women actually get a lot more requests for coffee, and it’s kind of one of those things. Are they requesting you to coffee to pick your brain? Which is basically that conversation we were just having, Pete. Or are they wanting to establish a friendship? And so, I think, largely speaking, the best way to say no sometimes is to say, “Let’s determine what we’re actually trying to do.”

If you want to avoid that tendency to say yes too quickly, and this does seem to contradict what I was saying a little bit earlier, your go-to is always, “Let me check my schedule and see what projects I have, and see how I can make that work.” And then say, “Let me get back to you in a day or so.” And then that at least gives you enough time to not overcommit yourself, but also think about how you’re going to disengage from that.

Pete Mockaitis
Understood. Thank you. Well, Charlie, we got a lot of good stuff here. I had a big list going in. You’ve distinguished three different ways projects get stuck, and I think that’s worth mentioning. So, can you give us, what are these three categories and how do we deal with those?

Charlie Gilkey
Yeah, can I get a three and a half here?

Pete Mockaitis
Oh, 3.5, yeah.

Charlie Gilkey
Three-point-five because I kind of want to talk about the red zone on this one.

Pete Mockaitis
Okay.

Charlie Gilkey
Because the red zone is a metaphor, I’m appealing to American football, where as you get in that last 20 yards of the drive, a lot of teams will fumble it, or a lot of teams will screw up in that last 20 yards, and then end up in a field goal situation, or a turnover situation. And the reason you end up in a red zone is because they’re such tight space that everything working against you doesn’t have to spread itself so thin.

And so, projects can get stuck in that red zone where you’re in that last sort of 3% that seems to take as long as the full 97% before, and a lot of that is just about, again, that’s when your perfectionism is going to come up, that’s when your procrastination is going to come up, that’s when all of the implications of the scope and goal will creep, start coming up. And so, just understand that that’s a normal part of the process.

And in the book, I do give some ways to work through the red zone, but part of it is doubling down at the end and not thinking that you’re just going to be able to slide it home. I’m being super quick there because I’m conscious of time.

The other three sort of ways projects get stuck, so there are cascades, there are logjams, and there are tar pits. Cascades are when you have a series of projects that you got to do step A before you do step B before you do step C, and step A gets behind, so step B gets behind, so step C gets behind, and you might have a whole cascade of those. And at a certain point, I think we’ve all been in that where you start spending more time trying to keep your projects up to date and communicating with people about those projects than just getting those projects done in the first place, and it just keeps slipping on you.

And so, the trick of solving the cascade is you actually have to clip both ends of the cascade. You have to stop new projects coming in and, in a lot of times, you have to look at those projects that are backed up and start deferring them, start dropping them, and start focusing on getting the ones that you can through so that you get it going again. So, you can’t just focus on the new projects.

So, there are times, Pete, where people will come to me and they’ll tell me what they’re doing, it’s like, “All right. So, first thing is we’re on a new project diet, right? You don’t get to take on any new projects until we get these ones done because we don’t have any space to add anything anyways. It’s just going to be a frustrating conversation for both of us three weeks later because you’re going to tell me, ‘I didn’t make any progress on anything.’ And I’ll ask you why, because you didn’t have time, so on and so forth, so let’s not do that.” New project diet.

So, you got to sort of clip both ends. Once you get enough of those projects going, then maybe start accepting new projects back into the pipeline. And how that might work in a work context is, again, talking to your boss and being like, “Look, here’s what’s happening. I’m not able to get any of these projects done because of the rate this is coming. I need two weeks or I need a week where I can just focus on getting these things caught up. Here’s my plan for that. Is that all right with you?”

And a lot of times, when faced between you not getting something done, and you getting something done, bosses and teammates would much rather you get something done. And so, it’s not as hard of a conversation as people make it. You just have to admit that the amount of inputs that are coming in exceed your ability to put them in the output mode. And that’s a hard conversation for a lot of us to have, but having that conversation after four months of struggling, doesn’t do you any favors. If you see that, you might as well get ahead of it.

You know, a lot of what we’ve been talking about today is about taking the hard parts or maybe the pain parts of getting stuff done and putting them on the frontside of things, because the idea is that at some point, if you’re going to be falling behind and overcommitting and your projects are going to be stacking up on you, there’s a certain amount of pain that that’s going to cause. We know that. And so, it’s not necessarily avoiding the pain. It’s, can you put some of the pain at the beginning of it so that you don’t have to face so much of it later on? So, cascade, that’s how you handle cascades.

Logjams are when you have too many projects competing for the same amount of time. This is the classic case where you have five deadlines on Friday, and you start looking at all the work it would take to do those deadlines. There’s just no way you can do them all at the same time. So, it’s different than the cascade, because cascade, you can kind of think of like projects stacked back to back. A logjam is like projects stacked on top of each other, and there’s just a certain amount that’s kind of like trying to push the golf ball through the garden hose. It doesn’t work, right?

So, with the logjam, some of it is similar in the sense of like a no-new-project diet will help but you really have to get real about, like, “Which of those projects that are trying to compete for the same amount of time have to be done?” Like, if you don’t do them, you’ll get fired, or it will cause a lot of pain, and which ones are nice to do? And those nice to do ones, or would be good to get done, or the ones that get deprioritized so you can focus on getting those ones that will get you in hot water done, and then you can sort of reestablish the flow of your projects again.

And the last one is a tarpit. And I’ve learned this for a lot of creative projects, but a tarpit is when that project is like you sort of touch it a little bit, and then the second you let it go, it starts sinking in a tarpit, in like one of those Jurassic tarpits, it gets stickier and deeper and deeper. And not only do you have to work to pick it up, you have to work to pull it out of it all over again. So, if you’re ever stuck with one of those projects and the mental or spiritual or literal closet, you know what I’m talking about. It’s so hard to resurrect those things. And then once you do, the second you let it go, it starts sinking back in there.

And so, the thing about tarpits is a lot of times it’s some layer of fear that keeps that thing hiding in the background, or there are some deep sort of emotion around it, and you’ve got to get clear about what that is before you get back into that project, because if you don’t address it, the same pattern of it sinking deeper and deeper is going to keep happening.

And then the other thing about tarpits, projects in a tarpit, is you want to make sure to give it enough time, enough of those focused blocks that I’ve talked about, that you can go ahead and clear all of the muck and get some significant progress on it, because, I’ll tell you what, there are a few things better than seeing one of those tarpit projects and figuring out, it actually does still matter to you, you’ve just been daunted or overwhelmed or steered by it, and then it’s knuckling down for two weeks, three weeks, four weeks, getting it done. It’d be like, “You know what, it’s done. It’s out of my soul. It’s out my emotions, out of my brain, and I can move onto the next thing, feeling so much more buoyant, and not just weighed down by that project that’s just sort of haunting me from the closet.”

Pete Mockaitis
And can you give us some examples of projects that often fall into the tarpit category?

Charlie Gilkey
Yeah. So, creative projects and creative, broadly speaking, so if you want to write a book, yeah, that can be a tarpit project. If you’re a musician, you’ve been meaning to write an album, those fall into the tarpit pretty quickly because it can be challenging to bare your soul in the ways that it takes to do that type of creative work.

A common tarpit project that I’ve seen from people, I haven’t had this problem yet because of the age of my parents, but it’s when you end up with heirlooms and sentimental items that you inherit from your parents when they pass. They end up in garages and closets where you just can’t get in there, and you can’t figure out what to do with your mom’s baby shoes that she gifted to you for some reason.

And so, those types of projects, and anything around clearing out the material belongings or material items that exists from relationships, so it could be that you have that box. I know of a few of my female friends that have boxes of letters and cards from boyfriends they had in high school, right? And I’m like, “Well, okay. So, what’s that about?” But just getting in there and figuring out what to do with it and things like that can be a total tarpit.

For a lot folks, financial stuff, getting your taxes in order, figuring out where all your money has gone, is going, might go, anything around money can be one of those tarpit projects which is like, “You know, I want to get in it, I get in there, I poke around a little bit, but I don’t actually make the investment. I don’t actually buy the insurance. I don’t actually do the thing that I need to do.” Those tend to be classic sources of tarpits.

And what else? I think those are three pretty good cases of that.

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

Charlie Gilkey
I know we’re wrapping things up, but I wanted to talk briefly about success packs because it’s a game-changer for people. And success packs are just a group of people that you put around yourself and your project that really help you figure out how to go. I would normally talk a little bit more about this, but the thing about success packs is they help you convert “how” problems into “who” solutions.

And when you use them, it takes a lot of that overload that we can feel, that overwhelm that we can feel about having to have it all figure out ourselves, and all the work that we might do, and feeling alone, and just realizing that we have a team of people that we can reach out to for different reasons. And so, whenever you’re wanting to do work that matters for you, before you start making heavy plans, before you start jumping headlong in there, think about the group of people that you would want to put around you that will be your advisors, that will be your helpers, that will be the people who benefit from the projects, and that will be your guides so that, again, you’re not stuck doing this type of work alone.

Pete Mockaitis
Understood. Thank you. So, now, tell me about a favorite quote, something you find inspiring.

Charlie Gilkey
This one is from Lao Tzu from the Tao Te Ching and it goes, I’ll give this version of it, “Because the master is aware of her faults, she is faultless.” And the idea there goes that because she’s honest about her limitations and constraints and who she is, those limitations, constraints and character quirks don’t end up tripping her up and making her life harder than it needs to be.

Pete Mockaitis
Understood.

Charlie Gilkey
And so, I love that because I think a lot of times we don’t want to talk about those constraints and limitations and challenges. It’s kind of like when people are like, “Well, we don’t want to talk about the hard things because it makes them real.” But if you arm is broken, like you talking about your arm being broken doesn’t break it. It’s already broken. So, what are you going to do about it? And so, I love that one because whenever I’m, one, it allows a lot of room for humility but it also allows a lot of room for hope at the same time.

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

Charlie Gilkey
I’ve been really geeking out on the marshmallow test, and especially that they got it wrong.

It turns out that that was largely, when they did the research on the data and they tried to run it again, what they found out was actually a determination of someone’s social status was actually what was determining their ability to hold out or not. And the reason I’m super pumped about that finding is, one, having grown up as a poor kid, and just seeing how different realities manifest because of just where you grew up on the opportunity divide, gave me a lot of hope there. But it also reminds me that we need to be super careful about the judgments we make on people, and that we need to dig deeper when we’re starting to see some of these types of trends.

And so, again, it’s one of those big things that’s largely grit determined what you would be able to do in life, and it turns out that where you start in life determined how much grit you may have. And that means, in some ways, grit is a muscle that we can all work on, and our future is not necessarily predicated by where we grew up, even though that has a super strong influence on it.

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

Charlie Gilkey
Well, since I got the quote from that, I probably should say the Tao Te Ching by Lao Tzu.

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

Charlie Gilkey
The tool that’s popping up to me is the AlphaSmart Neo2 which is a late ‘90s word processor. It’s, basically, a keyboard with an LCD screen on it. And it’s really helpful for writing when you’ve been super distracted, or when you got a lot going on. It’s actually what I wrote about 95% of Start Finishing on. And when it comes to quality words and volume of words, I have yet to find a better solution than the AlphaSmart Neo.

Pete Mockaitis
Fascinating. Thank you. And how about a favorite habit?

Charlie Gilkey
That would have to be my morning routine. And so, I drink tea and meditate for at least 25 minutes in the morning, and that 25 minutes setup the rest of the day. And there’s a marked difference when I don’t have that 25 minutes than when I do, or when I don’t prioritize it. So, that is the habit that keeps all the other habits going.

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

Charlie Gilkey
I don’t have a really good one but what resonates is a quote but something that a lot of readers have said about this book, is really commenting that the part about them not being uniquely defective really stands out. So, I can say it in a quote form. So, in the book, I talk about, in chapter one, I just remind people that we’re not uniquely defective. We’re not fated to being able to get our stuff together. And we’re not fated to always be in struggles with that. And I think that’s such an important point because a lot of times we approach really important stuff from a frame of like there’s something uniquely defective about us that’s going to keep us from being successful.

And when you let go of that belief, when you let go of that way of orienting yourself to the world, and you see that, to quote Marie Forleo of like everything is figure-outable, and you are fundamentally able to change if you will yourself to do it, it opens up the world of possibilities. And so, yeah, that’s the one I would put down as you’re not uniquely defective.

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

Charlie Gilkey
So, if you’re interested in the book, go to StartFinishingBook.com, that’s all one word. If you’re interested in the broader body of work that I’ve got, you can find it at ProductiveFlourishing.com.

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

Charlie Gilkey
Yeah. In the next full week that you have, reach into that closet of your soul where you put one of those projects that really matter, one of those ideas that really matter, that will make your work better, that will make your colleagues work better, that will make your workplace better, and start thinking about, “How can I spend at least two hours this week bringing that idea to life and turning it into a project?” Start with that two hours and if that’s all you’ve got is two hours a week, better to work on that and make work awesome than to leave it in there waiting for a better time.

Pete Mockaitis
All right. Charlie, this has been so much. Thank you and good luck in all of your finishing projects.

Charlie Gilkey
Thanks so much for having me, Pete.