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302: Curing the Under-Management Epidemic with Bruce Tulgan

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Bruce Tulgan says: "Delegation is not like putting your kid up for adoption. Delegation is like hiring a babysitter."

Bruce Tulgan makes the case for why it’s good to be the boss and the massive business costs of under-management. He also reveals the true definition of micromanagement and empowerment.

You’ll Learn:

  1. Why and how to avoid ‘managing on autopilot’
  2. The central importance of regular one-on-one meetings
  3. How to use the ‘Manager’s Landscape’ tool

About Bruce

Bruce Tulgan is internationally recognized as the leading expert on young people in the workplace and one of the leading experts on leadership and management. Bruce is a best-selling author, an adviser to business leaders all over the world, and a sought-after keynote speaker and management trainer.

Bruce has spent decades working with tens of thousands of leaders and managers in hundreds of organizations ranging from Aetna to Wal-Mart to the U.S. Army.

Bruce has received Toastmasters International’s most prestigious honor, the Golden Gavel. He’s written numerous books and his writing has also appeared in dozens of magazines and newspapers such as the Harvard Business Review, BusinessWeek, HR Magazine, the New York Times, the Los Angeles Times, and USA Today.

Items Mentioned in this Show:

Items mentioned in the show:

Bruce Tulgan Interview Transcript

Pete Mockaitis
Bruce, thanks so much for joining us here on the How To Be Awesome At Your Job podcast.

Bruce Tulgan
Thanks so much for including me.

Pete Mockaitis
Well, first I want to hear all about… You have a 6th degree black belt in Uechi-ryu, if I said that right.

Bruce Tulgan
Yup.

Pete Mockaitis
A karate style. And I’m so intrigued by this on a couple of dimensions. First of all, the degrees. More degrees is harder and takes longer, right?

Bruce Tulgan
Yeah. I’ve been studying karate for 44 years, since I was 7 years old. And in our style 6th degree is a master. And so I had to go to Okinawa to be promoted to that level, but I’ve studied since I was a little boy. And in fact, my lifelong teacher since I was a young child – he now has come here to live with us. So, next door to my home is my office and my dojo, and my lifelong teacher lives with us now.

Pete Mockaitis
That is really cool, that’s really cool. And so, I’m intrigued then, with Uechi-ryu, is that distinctive from other karate styles, and in what way?

Bruce Tulgan
Well, all karate comes from Okinawa, which was the Ruykyu Kingdom and was annexed by Japan in 1879. And it’s kind of a nexus of Japanese and Chinese influence in Okinawa. But our style is a very hard style; it’s half hard, half soft, is what it comes from originally. And it’s based on conditioning the body and practicing kata, which are prearranged series of techniques, and fighting. And that’s true of all classical karate practice. So our style is a very effective style; it’s upright and it mixes the movements of the tiger, the dragon, and the crane. And it’s a lifelong passion of mine.

Pete Mockaitis
That’s cool, that’s cool. And so, is there any overlap between your interest in… I’m going to try to pronounce it the way you pronounced it – karate. Did I say that right? I always say “karate”. I feel so American.

Bruce Tulgan
American say “karate”. But “kara” means “empty” or “Chinese”; it means both things. And “te” means “hand”, and “do” means “way”. So “karate-do” means “the way of the Chinese hand” or “the way of the empty hand”.

Pete Mockaitis
Okay, I’m with you. Well, so, is there some overlap there from that, I guess, mindset or way, and your company RainmakerThinking?

Bruce Tulgan
Well, karate influences everything in my life, because I’ve been doing it since I was 7 years old. So, it’s an art of the mind and the body and the spirit, and certainly it influences everything I do. I mean I’ve learned from karate that the fundamentals are the most important, no matter what you’re doing. The fundamentals are what it’s all about. I’ve learned that simple doesn’t necessarily mean easy, but simple is often what you need and simple can be pretty darn hard. And I’ve learned that practice, practice, practice is the way you get good at anything. And I think half hard, half soft, which is what our style comes from – those principles work in everything. It’s yin-yang. It’s also much of what we teach in our management seminars, is accountability and flexibility go hand-in-hand. So that’s kind of a nice analog to hard and soft – accountability and flexibility.

Pete Mockaitis
And so your company has done a number of interesting studies long term, over many years. Not quite as many years as you’ve been doing karate, but since the ‘90s, right?

Bruce Tulgan
Yeah, we started doing this research in 1993. I was a young, unhappy lawyer at the time, and I began interviewing young people, people my age, about their experiences in the workplace. And those first interviews turned into my first book, which was Managing Generation X, which finally came out in 1995. And we’ve been continuing the research ever since. So now more than a half a million people have participated in our longitudinal interviews, and from 400 different organizations. And tens of thousands of those interviews lasted 10 years or longer. So we’ve been tracking these issues – generational change in the workplace, human capital management, and leadership and management best practices – we’ve been tracking these issues since 1993.

Pete Mockaitis
Well, I’d love it if you could share sort of a key insight that has high applicability from some of these studies.

Bruce Tulgan
Well, our generational shift research is where we’re tracking generational change in the workplace. And of course demographers have been talking about this great generational shift that’s going to happen for a long time. Now it’s actually happening. The age bubble on one end of the spectrum is growing, as the Baby Boomers continue to age, every single day in North America alone 8,000 to 10,000 Baby Boomers turn 65, and they’re filling up the age bubble on one end of the spectrum.

On the other end of the spectrum, the fastest growing segment of the workforce is made up of those born 1990 and later. By 2020 those born 1990 and later will be 28% of the workforce, and by 2020 the Baby Boomers will be well under 20% of the workforce. So this has implications for staffing strategy, attraction, selection, onboarding, up to speed training, performance management, rewards, incentives, retention, knowledge transfer, succession planning, leadership development. All of these issues are affected by the shift in the demographics.

And of course it’s not just numbers that are changing, but also the mindset of the workforce is changing. Everyone’s talking about the Millennials, especially the second wave Millennials – the youngest, least experienced people in the workplace – those born 1990 and later, and what our research shows is that they are like the canaries in the coal mine. The young emerging workforce, they think short-term and transactional, they want to know, “What do you want from me today, tomorrow and this week? What do you have to offer me today, tomorrow and this week?” They do not want everything on a silver platter – that’s a lie, or a misunderstanding. They don’t want to be humored at work – that’s nonsense. They want to be taken seriously and they want to know, “What do I need to do every day to earn the rewards and flexibility that I need?” And so, I think that’s where we’re all headed. What we learned from our generational shift research is as the numbers shift, we’re all headed in that same direction. People of all ages… We’re all Millennials now.

Pete Mockaitis
Now, when you say “the canary in the coal mine”, I get that metaphor suggests a warning of danger and changes that need to be made. Can you expand upon that a little bit?

Bruce Tulgan
Yeah. Any organization that’s still trying to recruit people by, “Hey, welcome to the family. Pay your dues, climb the ladder, and in the long run the system will take care of you.” So, “We expect you to make lots of short-term sacrifices in exchange for vague promises about long-term rewards that may or may not vest in the deep, distant future” – that’s from the workplace of the past. That doesn’t work anymore.

Pete Mockaitis
It’s so funny, as you describe that, I was immediately like, “No, no way, don’t believe you”, because downsizing, layoffs, it happens all the time. And I don’t know where it got baked into me, but I remember even in college I thought I cannot depend on any employer long-term for anything, therefore I’m going to assemble an unbeatable, indispensable set of skills that make me valuable anywhere and everywhere. And that’s one of the main reasons I chose to start a career in strategy consulting. And so, it seems like I’m not the only one who figured that out; this is pretty widespread, that these vague promises of future rewards ain’t cutting it for folks.

Bruce Tulgan
Yeah, look. So that’s a big part of it, and I think that employers, they know on one level that job security is dead, that people have to take responsibility for their own success, but then they can’t figure out how to drive performance and retain the best people. A lot of organizations are having a hard time figuring that out, and the reason is because even though everything’s changing, they’re still operating on the same assumptions. So, organizations need to adapt. They need to realize that in a highly uncertain environment people are going to think short-term and transactional.

That doesn’t mean you can’t retain people for the long term, but it does mean you’re going to have to do that in a much more granular, high maintenance way. And so I think when people point to the youngest, least experienced people – the second wave Millennials – and talk about, “They’re so high maintenance”, I think that’s true. But I think people of all ages are becoming more high maintenance, because if you can’t trust the system to take care of you in the long term, you look to your immediate boss to take care of you in the short term, and that’s high maintenance.

And so it’s not that people are not willing to do a lot of grunt work very well, very fast, all day long. They just want to know, “Okay, how are you going to make the quid pro quo explicit every step of the way? How do I score enough points around here today, tomorrow, this week, this month, this year, to earn more of what I need and want to take care of myself and my family?”

And as you say, career security no longer lies in an organization chart, but it lies in the marketable skills you’re able to build up in yourself, your ability to add value, your ability to collect proof of your ability to add value, the relationships you build with decision-makers who know you can add value. That’s where career security lies nowadays, I think more and more. And we see this in greatest relief among the youngest people, because they’ve never known it any other way. So older, more experienced people maybe are having to adapt to this free agent mindset, but the youngest, least experienced people have never known it any other way.

Pete Mockaitis
You’ve got to be like Liam Neeson, with a particular set of skills.

Bruce Tulgan
[laugh] Exactly.

Pete Mockaitis
Whether you’re going to take down a bunch of kidnappers or have career security. So, I’m right with you there. And so, I got turned on to your work through Chris Deferio on the show earlier, and he was raving about your book It’s Okay to Be the Boss. And I too became quite intrigued as I dug into it a little bit. And so, could you share a little bit with us there, what’s the main idea behind this book and why do you think it’s really just connecting with folks and striking a chord here?

Bruce Tulgan
Yeah. Well, that book, It’s Okay to Be the Boss, comes out of another line of our research – our research on leadership and management best practices, and the experiences that leaders and managers are having every day. And we’ve been tracking “under-management” is what we call it – it’s the opposite of micromanagement. We’ve been tracking what we call the “under-management epidemic” that so many leaders, managers and supervisors in the real world, they’re just not doing enough leading, managing and supervising.

And there are a lot of reasons for that, but when leaders are not highly engaged with their direct reports in today’s environment, things go wrong. And so the book It’s Okay to Be the Boss, what I tried to do was share the research we’ve been doing on under-management. What is under-management? What is the state of practice when it comes to most leaders and managers? What does it look like? What’s going right, what’s going wrong? And when leaders and managers are not leading and managing in a sufficiently engaged way, why is that? Why is it that leaders have such a hard time on the front lines, spending time in high-structure, high-substance dialogues, guiding, directing, supporting and coaching people? Why is it that managers have a hard time doing that? What’s going wrong? What are the costs? And then, what are the most effective managers doing differently? And that’s what the book is about.

It’s eight steps back to the fundamentals of leadership, it’s get in the habit of managing people every day; take it one person at a time; learn to talk like a teacher or a coach; make accountability a process, not a slogan; spell out expectations every step of the way; track performance every step of the way; solve small problems before they turn into big problems; and reward people extra when they go the extra mile.

That’s the basic thrust of the book, and I think it’s hitting a chord because I think a lot of leaders and managers feel like it’s getting harder and harder and harder to manage people, and they start looking out in the world of management experts and leadership books. And a lot of those leadership books and management books are telling them a lot of formulas that don’t really work. And my book has the virtue of, it’s not the flavor of the month; it’s just the old fashioned basics.

Pete Mockaitis
Okay. So then let’s talk a little bit about this under-management crisis that’s there. So, can you paint a little bit of a picture in terms of what does that look, sound and feel like in practice, in terms of the state of management, leadership, supervision, and employees that is all too common and problematic right now?

Bruce Tulgan
Well, I think what most leaders and manager feel like they don’t have enough time to provide high structure, high substance, coaching-style guidance, direction, support every day. They feel like they don’t have enough time. And if you really talk with managers as we do every day, what they’ll tell you is, “Oh, I talk to my people every day”, but what that looks like almost always is they touch base: “How’s everything going? is everything on track? Any problems I should know about?”

And then the problem is those questions tell you nothing. And they interrupt each other all day long. So, when something pops into somebody’s head, they text their manager, they email their manager, they go look for their manager, they call the manager. When something pops into the manager’s head, they go look for the person or they text them or they email them or they call them. We call that “management by interruption”. The problem is nobody’s at their best when they’re interrupted. And then we see each other on email, we see each other in meetings.

And if you take those four elements – touching base, interrupting, email and meetings – that is what makes managers think they’re managing, because they’re spending a lot of time communicating. It’s just that it’s not very effective communication. It’s not time effective and it’s not effective in terms of getting into the details. So what happens is managers feel like they’re managing, and we call that “managing on autopilot” – touching base, interrupting, email, monitoring, and meetings.

And what happens is, problems hide below the radar, and then every so often a problem blows up and everyone jumps into firefighting mode. And then it’s roll up your sleeves, all hands on deck, and boy, is that time-consuming. It’s a whole lot harder to put out a fire and salvage the wreckage than it is to prevent a fire. So this is what we call the “vicious cycle of under-management” and it’s why so many leaders say, “Well, I’m already talking to my people”, but what they’re not doing is creating a structured dialogue where they spell out expectations, where they make sure people know exactly what’s expected of them, what are you doing, how are you doing it, what steps are you going to follow, show me your plan, they track performance in writing, and troubleshoot, problem-solve, resource-plan, hold people accountable, and provide recognition when people go the extra mile.

That’s what’s not happening in nine out of 10 management relationships. Nine out of 10 managers are not providing a regular structured dialogue, where they make expectations clear, track performance, problem-solve, troubleshoot, resource-plan, and hold people accountable and provide recognition and reward when people go the extra mile. Nine out of 10 management relationships that’s not happening, and that’s what we call “under-management”.

And there are eight business costs – problems occur that never had to occur, problems get out of control that could have been solved easily, resources are squandered, people go in the wrong direction for days, weeks or months without realizing it, low performers hide out and collect paychecks, mediocre performers mistake themselves for high performers, high performers get frustrated and think about leaving, and managers end up doing tasks, responsibilities and projects that should have been delegated to someone else, or sometimes were delegated to someone else; they just come back to the manager. So this is what under-management looks like.

Pete Mockaitis
Alright.

Bruce Tulgan
And it’s the elephant in the room in most workplaces. It’s a problem that hides in plain sight.

Pete Mockaitis
Yeah. Well, that is quite a picture, thank you. And it’s spooky, and it resonates, and it’s real. And so, well, I guess I’m wondering then, it sounds like you are asserting that if you spent some time upfront engaging in these structured dialogues and having less of the interruption stuff, you would in fact come out ahead, in terms of time turning into great output.

Bruce Tulgan
Yeah, that’s exactly right. So, it’s not that managers don’t spend a lot of time managing already, they just don’t put their management time in the right place, and they don’t use it in a sufficiently effective way. So one way to think about it is think about all the time that people spend firefighting. Remember Smokey the Bear?

Pete Mockaitis
Yeah.

Bruce Tulgan
Smokey the Bear used to say, “It’s a whole lot easier to prevent a forest fire than it is to put one out.” And Smokey was one smart bear. And so in many ways, the discipline we teach is managing upfront in advance before anything goes right, wrong, or average. It’s fire prevention. Or if you like Stephen Covey, it’s quadrant to management, it’s putting leadership and management upfront, and making it easier for people to go in the right direction in the first place, so you don’t have to spend a whole bunch of time solving problems that never should have happened.

Pete Mockaitis
So the “important but not urgent” quadrant there.

Bruce Tulgan
Exactly. In many ways, good management is like taking a walk every day and eating your vegetables. It’s simple but it requires discipline and focus, and you’ve got to build those habits.

Pete Mockaitis
So, when you talk about having a structured dialogue, what does that look like in practice? What are some rituals, the equivalent of the taking the walks and eating the vegetables that should just be happening and be sort of like one-on-ones, schedule that recurring times, or how does that look like in practice?

Bruce Tulgan
Yes, so it’s team meetings, but only for what team meetings are good for. And then one-on-one is where all the action is. And the reason for structure… So, look, maybe it’s the same time – Tuesdays at 10:00, maybe it’s everyday at 10:00. Or maybe your schedule’s a moving target so you can’t do it at the same time every day or every week, so that at the end of each conversation, you schedule the next one. But the key is to have structure.

And the reason for structure is so that you, as a leader, know you’re going to have this conversation. And me, as an employee who relies on my leader, as your direct report, I know it’s going to happen too, so that I can prepare and you can prepare. The key to structure is instead of interrupting each other, we keep a running list because we know we’re going to have that meeting. Now, of course, we should be able to talk informally in between one-on-ones. And if the building’s on fire, then we better interrupt each other. But so often we interrupt each other – nobody’s at their best when they’re being interrupted – so often we interrupt each other when we really don’t need to, the building is not on fire.

And it works so much better if you keep a running list, and then before each one-on-one, you prepare. Some leaders and managers, what they do is they have their direct report send them a one-page document before the one-on-one, maybe the day before, with what are your burning issues, maybe status updates on ongoing tasks and responsibilities and projects, burning issues, resource needs, questions, and other matters. And then the key is by preparing, you’re going to make that dialogue so much more effective because you’re preparing. The structure leads to the substance.

And when it comes to the substance and structure, everybody’s different. The dialogue you need to have with one employee may be very different from the dialogue you need to have with another. That’s why one-on-one is where all the action is. Some people, you need to go over their to-do list with them every day. Some people, that would be ridiculous. Some people are self-starting high performers. The reason you meet with them is to make sure that you’re helping them clear obstacles out of their way, or get them the resources they need, or help them navigate interdependency, or maybe you’re trying to get ideas from them because they’re so good.

The conversation you develop with one person will be very different from the conversation you start developing with another person. And so the structure is key, but it might be every day for one person, every other day for another person, every other week for another person. And likewise, the substance will be different depending on what you need from that person, and depending on what that person needs from you.

Pete Mockaitis
I like that a lot, and as one who really doesn’t do well with interruptions. Not that I start screaming or anything, but it’s so true. It’s like, “Where was I?” All that time, reconnecting to what I was doing before the interruption, that really does add up. And so I’m curious then, there’s this time saving occurring with those eight business costs avoided. And so what kind of time investment are we talking about here in terms of daily, or weekly, or one hour, half an hour? What are the rough ranges that you’re seeing?

Bruce Tulgan
Well, it depends on how many direct reports you have. Look, the reality is there are some managers who have unwieldy spans of control. If you have 30 people reporting to you directly with no chain of command, best of luck. Now you’re still better off to have one-on-ones and maybe have a 20-minute one-on-one with each person. That means you could get to three in a day, and that means you get to 15 in a week, that means you could get to all 30 in two weeks. And that still would be better than the random unstructured loosey-goosey ad hoc touching base interrupting and firefighting that most managers are addicted to.

So, look, I say start with an hour a day. If you think you don’t have time to manage people, set aside an hour a day. If you really think you don’t have time, like, “No way,” then set aside 90 minutes a day, because it’s high leverage time. The less time you have, the more important it is to set aside time for guiding, directing, supporting and coaching upfront, in advance while you still have a chance to prevent problems from happening.

Pete Mockaitis
That’s good, that’s good. Alright, so then I’m intrigued by the title of your book itself, It’s Okay to Be the Boss. I think some would say, “But of course it’s okay to be the boss. Who thinks it’s not okay to be the boss?” What specifically are you challenging there?

Bruce Tulgan
Well, so many people, they don’t want to be in charge, or they feel like they don’t know how. A lot of people want the status, and the authority, and the prestige, and the rewards. They want the business card, but they don’t want the burdens of being in charge of other people. They don’t want the actual day-to-day work that comes from guiding, directing, and supporting and coaching people. So maybe they want the paycheck, maybe they want the business card, but in fact they resist the interpersonal difficulties that sometimes come with having authority over someone else.

If you have authority in relation to someone else’s career and livelihood, that’s powerful. And I’d say, do not take that power lightly. That is a lot of responsibility and it’s not to be taken lightly. On the other hand, you have to own your responsibility. You’re someone else’s boss. They go home at night after work, and sit at the dinner table and talk about their boss – they’re talking about you. So it’s okay to be the boss, but you’d better be good at it.

Pete Mockaitis
Okay. And so I’d like to get your take then – in the realm of what you’re describing, being a little bit more hands-on and planful in these exchanges, what’s the right way to think about the empowerment versus micromanaging elements? It sounds like it’s quite easy to go too far in one direction or another. How do you think about navigating those waters?

Bruce Tulgan
Well, my view is that micromanagement is a big red herring. Micromanagement is the shield people use when they want to be left alone. “You’re micromanaging me.” “Nope, I’m just managing you. Good news we’re also going to pay you. If this were an amusement park, there’d be a line outside the door and somebody would be selling tickets.” And by the way, micromanagement is also the excuse a lot of managers use when they don’t want to do their job of managing. “Oh, I wouldn’t want to be a micromanager.”

But micromanagement is really quite rare. Real micromanagement is too much direction and feedback for this person with this task at this time. How are you going to know how much direction and feedback this person needs with this task at this time if you’re not in regular dialogue? So the way to calibrate is precisely to get in there and start talking about the work with this person until you are engaged in a regular ongoing structured dialogue with every person about his or her tasks, responsibilities and projects. Then how do you know how much direction and feedback this person needs?

And it’s a moving target. Maybe I’ve been doing X, Y and Z projects for a long time, so I know how to do those, I don’t need as much direction on that stuff. But what if I have a brand new responsibility? Well, then I’m going to need a lot more guidance and direction on the new responsibility for a while until I get up to speed on it.

So, I think there’s a lot of false empowerment thinking out there. The way to empower people is to leave them alone. What’s empowering about that? False empowerment is sink or swim, reinvent the wheel, figure it out, do it however you think it should be done, even though it’s probably not up to you. There’s nothing empowering about that. Real empowerment is about setting people up for success. Real empowerment is about making sure people know exactly what’s expected of them, giving them the resources they need, spelling it out, breaking it down so that people know exactly how to succeed.

That’s real empowerment. Real empowerment takes hard work on the part of the manager. And so what I tell leaders is, real empowerment is not so sexy. It’s the boring art of delegation, is real empowerment. It’s spelling out an area of responsibility for someone else, making clear all the guidelines and parameters, establishing good timelines, and following up at regular intervals. That’s how you properly delegate.

Some people think that delegation is giving away responsibility. Delegation is about giving away limited execution authority. So delegation is not like putting your kid up for adoption. Delegation is like hiring a babysitter.

Pete Mockaitis
Okay. That’s a nice metaphor, thank you. I have a baby at home, our first, at the moment. So I’m right with you on that. And so then, I’m curious, you mentioned that we can do this. You can avoid folks kind of hiding out and collecting a paycheck, the stowaways. And so I’m imagining that this would be tremendously effective at surfacing very quickly, “Well, you’re really kind of not doing anything. I’m talking to you every week, and I’ve looked at what it is you’re working on and it ain’t much, and it hasn’t been much week after week. And I’m trying to ask you to do some extra things, you’re not doing those things.” I’m wondering that once you start engaging folks in this way, I think that many workplaces will surface many such people in that boat. Any pro tips for handling that once you’re in the thick of it?

Bruce Tulgan
Yeah, what I always tell managers is… When they ask me, “How long should I tolerate a low performer?”, what I always say to managers is, if you’re not providing regular high structure, high substance guidance, direction, support and coaching, then you don’t even know if you have a low performer working for you. Because if you think you have a low performer and you’re not managing, then the first question you should be asking is, “Is it you or is it me?” Because a lot of problems in the workplace can be avoided or solved relatively easily when managers start practicing the fundamentals.

But if you’re practicing the fundamentals of leadership, if you’re every day, every other day, once a week, spelling out expectations, following up, following up, following up, breaking it down, spelling it out, breaking it down some more – if you’re doing everything you can to set me up for success and to give me the support I need, and when you come back to me say, “Did you do it?” and every time it’s, “Nope, I didn’t do it.” “Well, okay, let’s talk twice a day.” You come back in four hours, “Did you do it?” “Nope.” “Okay, here’s a checklist for the checklist for the checklist.” You come back the next day, “Did you do it?” “Nope.” Well, how long does it take to figure out that I’m really not doing the job?

So managers often say to me, “Oh, the hardest thing is giving negative feedback. Oh, the hardest thing is letting somebody know when they haven’t done as good a job as they think they have.” Well, if you’re bending over backwards and jumping through hoops to help me succeed, all of a sudden, if I’m not doing it, I’m the one who’s uncomfortable, not you.

Pete Mockaitis
That’s true.

Bruce Tulgan
All of a sudden, when you come tell me, “Hey, you’re not doing it,” it’s not going to be a surprise to me. We’ve been having these conversations every day. It’s becoming increasingly clear to both of us that gee, I’m just not doing the job.

Pete Mockaitis
Alright. And then any choice words that you encourage managers to deliver under such circumstances?

Bruce Tulgan
Yeah, that if you’ve been documenting this. As long as you’re documenting that you’re spelling out expectations and you come back, document that my performance is not meeting those expectations, then yeah, the choice words I recommend at that point are, “Hey, we’ve got a problem. And it’s not me, it’s you.” [laugh]

Pete Mockaitis
[laugh] I’m wondering if we should use the same intonation. [laugh]

Bruce Tulgan
Yeah, it’s like when employees come to the manager and say, “Oh, you’re picking on me and you’re favoring Mr. Red.” And what most managers want to say is, “I’m so glad you noticed. The reason I favor Mr. Red is he comes in early, he stays late, he bends over backwards and jumps through hoops. He dots his i’s, he crosses his t’s. The reason I favor Red is he does more work than you.” And if you’re meeting with people and spelling out expectations and tracking performance in writing, it becomes much easier to be authentic and hold people accountable in a meaningful way.

Pete Mockaitis
I’m right with you there. And then I think you mentioned that this has so many implications for so many different parts of the organization, I’m thinking about just performance reviews. And we had a lawyer on the show previously – I believe it was Eliot Wagonheim – who mentioned that performance reviews in court cases for wrongful termination are never brought up by the employer saying, “As you can see, judge and / or jury, there’s a long history of underperformance.” But they are always brought up by the defense, like, “Time and time again, the performance reviews said, ‘Met expectations’.” And I think that is just a super clear, official, institutionalized way that you see this with regard to, is this management really happening on a meaningful basis, or is it not at all.

Bruce Tulgan
Yeah, I think you’re absolutely right. We call that “false fairness”, “false nice guy syndrome”, and “avoidance of conflict”. And what happens is that if you’re not managing people every day, every other day, once a week, guiding, directing, supporting and coaching them, tracking performance in writing, then what happens is the review period comes up and everyone’s got to kind of figure it out. And often people are making reference to work that they’ve never seen directly, or they weren’t supervising directly, or something that was 10 months ago, or people think it’s politics or who you like.

And a lot of times what happens is because of all of these complications, managers do not give real granular feedback, but rather everyone gets a “Meets expectations”. And so it means the paper trail is not helpful, it’s not accurate, it’s not driving performance, and it’s a sledgehammer that has no real management impact. If anything, it has a negative impact.

So, one of the beauties of guiding, directing and supporting people on a more granular basis and providing more structured feedback on an ongoing basis is then when you do get to those performance reviews, it’s much easier to create them, it’s much easier to differentiate between high performers and low performers and people in the middle, and there are a lot fewer surprises. And it’s much easier to align rewards with performance.

Pete Mockaitis
That’s great. I’m thinking about, I’ve shared… I’ve looked at some people’s reviews before when they’ve opened up to me a little bit. And I guess I’ve had a privileged formative years in work with consulting, because I would see someone’s review and it was so sparse, it was like, “This is barely a page, and you get this annually?” Well, I got a four-page review, it’s single spaced, full of specific instances of my work every three months, at the end of every project in consulting.

And I actually looked forward to the review period because it was like, “Oh, I am learning stuff now. And this is enriching for me and part of value proposition of having taken this job.” And it’s just a shame how so often it’s just a joke. And it does, as you mentioned, cause problems in terms of, I guess, credibility, authority, trust – all that stuff being undermined because the words are often hollow in these documents.

Bruce Tulgan
Yeah, I think that’s absolutely right. And by the way, high performers like to keep score, high performers like to get reviews, high performers want to be evaluated, because they know they’re going the extra mile all the time, they want to get recognition and reward for it. The only people who want to be managed by false empowerment and false fairness, the only people want to be left alone and treated like everyone else are low performers who are hiding out.

So, this sort of hands-off management and false fairness approach caters to low performers. High performers want a manager who knows who they are, knows what they’re doing, is in a position to help them do more better faster, get unnecessary problems out of their way, get rid of low performers who are in their way, and help them get recognition and rewards so they can earn more for themselves and their families.

Pete Mockaitis
Perfect. Bruce, tell me – anything else you really want to make sure to highlight before we shift gears and talk about a few of your favorite things?

Bruce Tulgan
[laugh] No, I think you’ve been very thorough.

Pete Mockaitis
Oh shucks, thank you. Put that in my review, Bruce.

Bruce Tulgan
Yeah, there you go.

Pete Mockaitis
Document it. Then can you start us off with a favorite quote, something that inspires you?

Bruce Tulgan
Well, gee, where shall I begin? I guess the title of one of my favorite books, What Got You Here Won’t Get You There by Marshall Goldsmith, that’s one of my favorite quotes.

Pete Mockaitis
Absolutely. And how about a favorite study?

Bruce Tulgan
Well, we’re always doing research. So we’re releasing a new white paper in a couple of weeks called Winning the Talent Wars, so I guess that’s my current favorite study.

Pete Mockaitis
Okay. Any choice insights that you can speak to in a sense or two?

Bruce Tulgan
Yes, the supply and demand curve is totally out of whack. There’s much greater demand for skilled talent, especially in the STEM fields than there is supply, and that’s going to be true for the foreseeable future. And employers who don’t become more nimble in their employment practices and their management practices are going to find themselves engaged in frustrating bidding wars for talent. So you either are going to commit yourself to a bidding war, or you’re going to do the hard work of building a winning culture.

Pete Mockaitis
Well said, thank you. And how about a favorite book?

Bruce Tulgan
Well, gee, probably my favorite book of all time is The Last Lecture, and that’s just an amazing book. Siddhartha is one of my favorite books. Jonathan Livingston Seagull is one of my favorite books. There’s a few.

Pete Mockaitis
That’s good, thank you. And how about a favorite tool?

Bruce Tulgan
A favorite tool? Well, I guess in my own life, probably the tool I use the most are reading glasses and my iPhone. But I think in the management world, the tool that I recommend the most is what we call the “manager’s landscape”. And at the top of the page, you create a horizontal axis with six questions: Who, Why, What, How, Where, and When.

And then in the Who column, you list all of your direct reports and make a few notes about them – A player, B player, C player, that sort of thing. In the Why column, for each person you say, “Here’s why I’m managing this person. Here’s my goal with this person. Here’s what I’m trying to help this person get better at.” In the What column, you put what’s your message for this person right now, or what are your questions for this person right now. In the How column, it’s a trial-and-error thing, but it’s how do you talk to this person. Some people, you ask question; some people, you give orders; some people, it’s a combination of both. And then Where and When – where and when are you going to have these conversations, and how often of course? So that’s what we call the “manager’s landscape”. So that’s a very powerful tool that we recommend.

Pete Mockaitis
Very nice. And how about a favorite habit?

Bruce Tulgan
Well, I think fitness is at the core for me. Take a walk every day and eat your vegetables. But I think in general, human beings are creatures of habit. And the only question is, do you have good habits or bad habits? That’s where you have to make choices. Human beings are creatures of habit. Habits feel good. And the problem is that bad habits feel just as good as good habits. The good news is that if you take the time and discipline to develop good habits, they feel just as good as bad habits, and they make you stronger.

Pete Mockaitis
And tell me, is there a particular nugget, an articulation of your message that really seems to connect and resonate with folks?

Bruce Tulgan
Well, I guess, “The fundamentals are all you need.” “Own your responsibility, own your authority.” “It’s okay to be the boss, be good at it.”

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

Bruce Tulgan
Well, our website is RainmakerThinking.com, and there’s a whole bunch of free resources at RainmakerThinking.com. Or you can always follow me on Twitter @BruceTulgan, or LinkedIn, or the normal channels.

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

Bruce Tulgan
Well, the first person you have to manage every day is yourself. And that means you’ve got to be honest with yourself about your work habits, you’ve got to be honest with yourself about your personal habits, you’ve got to take care of yourself outside of work so that you bring your best to work. You’ve got to get good at being on time or a little bit early, take notes, use checklists, stay focused. The first person you have to manage every day is yourself, and then the second person you have to manage every day is everybody else.

Pete Mockaitis
Got it. Well, Bruce, thank you. This has been fun, it’s been eye-opening, it’s been intriguing. Please keep doing your good work. And just thanks for taking this time!

Bruce Tulgan
Likewise. Geez, I’m honored to be on your podcast, and thank you so much. Thanks for making it so easy.

288: Managing First-Timers in the Workplace with Chris Deferio

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Chris Deferio says: "You don't want to rob people of their failures; you don't want people to only do exactly what you say in every case."

Coffee shop guru & latte art champion Chris Deferio speaks on leading people who are at their first “real job” and keys to thriving in a chaotic environment.

You’ll Learn:

  1. Best approaches for managing first timers
  2. How to offer feedback so it’s received well
  3. Tips on how to keep sane and focused in a chaotic environment

About Chris

Chris Deferio is the host and producer of the Keys to the Shop podcast. He lives in Louisville, KY with his wife and son and has been in professional coffee service for 17 years. He provides training, consultations, and wisdom to owners, managers, and employees across cafes worldwide. His podcast is dedicated to the success of coffee shops and the professionals that make them work.

Items Mentioned in this Show:

Chris’ championship-winning latte art

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Chris Deferio Interview Transcript

Pete Mockaitis
Chris, thanks so much for joining us here at the How To Be Awesome At Your Job podcast.

Chris Deferio
I’m honored to be on your show.  I really love and I’m looking forward to talking about this subject today.

Pete Mockaitis

Oh, sure.  Well, I was honored to be on your show, Keys To The Shop.  A good spot, and so, folks, check that out.  But first I want to talk about you being a champion in latte art.  How does that come about, and what does a latte art contest look like in practice?

Chris Deferio
Well, we can define the terms.  Well, I work in coffee.  And in coffee, and specialty coffee in particular, there’s this thing where you steam milk so that the foam is tight enough and flows enough to be able to form ribbons on the surface of beverages, specifically espresso drinks.  And you can see rosettas, what we call leaves, hearts, designs like that – usually symmetrical leaf / heart designs on the tops of coffees.  It’s actually pretty popular; so popular now, weirdly, you’ll see it on International Delight creamers.  They’ll hire a barista to do a heart and they’ll use in their marketing.  So that’s latte art, so milk art, because “latte” is Italian for “milk”.
So, we have competitions for these types of things, of course, because we’ve got to entertain ourselves, and there’s money on the line.  And I won my first one back in 2004 and I ended up winning two times after that, so three times total latte art champion.  And just sounds really funny to say, but the skill involved in it is one of just becoming sort of familiar with what the two liquids do when they meet in the cup, and it’s important.  I don’t want to downplay it too much, because a well-presented coffee is one that you’ll talk to your friends about, which means repeat business.  So it translates into something practical, and it’s fun to do.

Pete Mockaitis
Well, I want to know what are the game-changing, winning designs that capture the judges’ hearts?

Chris Deferio

Well, speaking as a judge – I run a competition now with Coffee Fest tradeshows.  And I’ve been a long time judge before; I’m back again leading the Latte Art Competition as a judge, head judge, and there’s a lot of things we look for.  My designs when I won were basically variations on a leaf pattern that involved a lot of layers from the outside of the cup into the middle.  So, just a nice base, and I’m speaking in coffee terms – symmetry is really important, striking contrasts between the brown of the coffee in the white of the milk is also very important.
In the competition we judge on speed and also a general kind of flexible category, depending on the judge, of aesthetic beauty.  So, those are some of the categories we look for.  So there are some game-changing designs out there where people will do multiple different designs in the cup at the same time.  I was one of the people – old guy in coffee – that have pushed some of those designs out there into the industry, and now it’s really just about perfecting.  There’s not a ton of brand new stuff, just variations on classics, as far as I can tell.

Pete Mockaitis

Well, do you have some photos we could see in the show notes?

Chris Deferio

Oh yeah, I’ll send you some of mine and I’ll send you some of the winningest baristas’ examples.

Pete Mockaitis

That’s good.  Well, I’m trying to imagine, because you don’t have a lot of space to work with, and I guess it can’t get too out there, in terms of, this is a portrait of a person who is running on the beach.

Chris Deferio
Oh yeah.  Well, it does in some ways, it does, because people do one of two types of latte art.  You have etching, which uses a tool to draw a design like you’re describing.  You theoretically could do that.  The drink might be cold by the time you’re done, and it might not taste great.  I don’t know what they’re using for drawing, but we do free pour latte art predominantly.  I think that in competition may be the more respected version of latte art. So there are two types of latte art – there’s free pour and there’s etching.  So etching is just using a tool, so you could draw that.  You could draw yourself in a cup of coffee if you really wanted to.  But we do free pour latte art, so there’s no tools involved, just the flow of milk.

Pete Mockaitis

Cool.  So, you are coffee master and professional and you share some of that in your podcast Keys To The Shop.  What’s that all about?

Chris Deferio

Well, Keys To The Shop I’ve had for the last year or so – back in January 2017 – is a podcast that I run collecting best practices essentially from the industry to help people.  My tagline of the show is to give insights and inspiration and tools to people who work in retail, especially coffee retail.  And my audience is built, it is made up of owners, baristas, managers, people who would one day want to own a coffee bar.
And we bring in not only just industry experts to talk about workflow behind the bar, like how to build a drink quickly and well, or conflict resolution and things like that.  We bring in outside experts as well – authors of books dealing with management, or like I said conflict resolution is one.  Tom Henschel of The Look & Sound of Leadership did an episode on the podcast about conflict resolution, which translates into whatever industry you want to, because you’re working with people.  So, the point is, I want to provide a really focused podcast to equip my industry with the tools they need to succeed, and tell the stories of people who have succeeded in the industry as well.

Pete Mockaitis

Very cool.  Alright.  So now when we talk about some of these management issues, one thing we were discussing is that you have lots of experience and see lots of coffee shop owners doing leadership of folks who are at their first job.  Maybe they are interns, maybe they’re in college or they’ve recently graduated.  And so I thought it would be great to really dig into your wisdom on this point.  So maybe you could orient us first of all, how does managing folks in their first job substantially differ from those who have maybe just even one or two or three years under their belt?

Chris Deferio

Well, I think the way it’s different is that the structure under which they’re used to operating is just alien and different.  l like to think about, if they’ve come from a school environment, where there are things set up for them to go to, there are classes – you’re not really having to think about it, in fact you’re part of a group – there’s not a whole lot of individual attention in most cases.
And so by and large I’d say once you’re behind the bar and a lot depends on you individually, there’s kind of this deer-in-the-headlights.  There’s just so much to take in.  It’s not necessarily unique to them, but I think it’s times 10 with somebody who’s not used to being on display and being the focus of the individual attention that a manager has on them, because that manager is responsible for the owner’s business and the business is on the line.  And they understand that responsibility but don’t necessarily know how to function under that weight.  And so, sometimes it does feel like you’re drinking from a firehose and they can act that way.
So, there’s a lot of things that you need to bear in mind when you’re managing somebody who doesn’t have a lot of employment experience.  Even if they’ve had like a summer job, a job that’s a full-time job, even their first quote-unquote “real” job, is quite different.  And so, how you approach them as a manager has to bear that in mind.

Pete Mockaitis

Well, and I’d love for you to expand a little bit upon, we talk about the deer-in-the-headlights or the overwhelm or the reactions of the new employee.  Could you share a little bit there, in terms of… I imagine some of them are probably jarring and not what you want to see.  So, could you maybe highlight a few of those?  Maybe they’ll be some twinkles of recognition from listeners to say, “Oh, okay, okay.  Maybe I should have a touch more patience with that at first.”

Chris Deferio

Sure.  So, I’d say a good way to recognize this… Or let’s just say a common way to recognize that – you’re dealing with somebody who’s under that kind of situation is that, like I said, deer-in-the-headlights, but in the restaurant industry they call them “pan shakers”, or people who would start cleaning something that doesn’t need to be cleaned; they’re just looking for something to do.
There is just a general lack of awareness, the peripheral awareness.  Even though you’re in a busy cafe, none of it really affects you much.  And it should, and it’s odd that it doesn’t, because there’s so much stimulus going on you don’t know what to focus on.
And so, I think a manager who’s in that situation needs to be able to have a strong hand of guidance on what is it that they should be doing in that moment.  Having a good onboarding process for example is a great way to kind of counteract the confusion and the shock of being in an environment where now we really are relying on you to make this rush of customers work, or this cafe work.

Pete Mockaitis

And so when you say “manager” here, the manager is the person who is the first real job person, kind of working for and reporting to the owner.  Is that how you conceptualize this?

Chris Deferio

Yeah.

Pete Mockaitis

Okay, got you there.  So indeed, intriguing.  So there’s a whole lot of stimuli, and it seems like folks in that position where they’re unaccustomed to it may just sort of start doing something, even though that something is not at all the right thing.  Any other kind of key symptoms or behaviors you notice?

Chris Deferio

I would say emotional is another one.  In any case where somebody is under that kind of pressure there’s going to be overly emotional responses to things that are just commonplace work-related tasks, that you and I, having been through the ringer maybe for years, or at least some experience, might not take it personally.  But I’d say taking things personally is one of the symptoms that I would see.  It’s like, “Okay, this is…”  They maybe weren’t expecting it.
I know I felt that way when I had my first job, which was in a grocery store just stocking things in freezers and fridges and milk cartons and what not.  The pressure was just so great to perform that you just kind of took everything to heart.  And there’s really no stopping that; it’s almost a rite of passage, I think, when you have your first job.  But where it can go south, I think, is when a manager then takes them taking it personally, personally. [laugh] And then it kind of goes off the rails.

Pete Mockaitis

Oh, that is interesting.  So, could you maybe paint a picture there, in terms of an example, where you’ve seen this happen with folks either in some of the shops that you’ve worked with or consulted for, in terms of making it all come together?

Chris Deferio

Well, okay.  So, I would probably just use an example of when I was a trainer and I had some experience in coffee, when we brought on new baristas.  This was actually an example of one of my failures, in that I was so confident – having some experience I just had too strong of a hand in my management.  But the individual was performing the job okay, but not really to my standards as a manager, and I was kind of arrogant at the time anyway.  But tamping is an example of something we do – we press the coffee down into a filter so that it could be extracted.  And I was noticing that the tamping was off or lopsided so that it wouldn’t extract properly.  And I brought it up in a way that maybe in hindsight wasn’t the greatest, but they took it so personally that…

Pete Mockaitis

“You’ve got a problem with my tamping, bro?”

Chris Deferio

“How could you notice that from where you’re standing?”, or… There was a lot of pushback, and I realized what I had done was I stepped on the only security that they had, because they’d just been trained by the manager at that store.  And what I was doing was coming in and essentially removing the only security that they had, without care for what it would do to the rest of what was built on that foundation.

Pete Mockaitis

Now we say “the only security”, you mean like he’s coming from a perspective of, “Tamping is the one thing that I have nailed.”  Is that what you mean?

Chris Deferio

Yeah.  Well, if you call into question parts of what they know to be true, then you might as well be calling into question the entire thing.  So, “If my tamping is off, maybe my milk is off, and if my milk is off, what am I doing here being a barista?  Maybe I was taught wrong.  I’m not ready for this.”  Your mind can kind of go a million miles an hour down the wrong path.  And it all kind of stemmed from a non-empathetic approach to an issue that could have been resolved by some other means that reinforced what they had learned, or added to rather than stripping it away simply to be right.

Pete Mockaitis

Oh, intriguing.  So I’d love to hear, in retrospect, how would you address this issue, because you can’t have a sub-optimal temp at the end of the day.  Right, Chris?

Chris Deferio

No, I don’t think you can.  In the moment, I either could have… I think this would have been the best way to do it, is to investigate what kind of training the person had, before assuming what they had first.  So if I had questions for the manager as to how much training the person had, I should have asked.  Instead of addressing it with the individual first, I should have just let it go, because by the time I got there they had probably already been making drinks that way for hours, if not days.  And my stepping in in the middle of making drinks for customers is not going to solve it in their mind.  It might solve my personal need to sort of get my fidgety, “Ooh, you’re not doing that right” out there into her world, but it really didn’t accomplish what I wanted it to long-term.
So, I think having a more patient view of that situation and allowing myself to shoulder the burden of having unresolved tension, rather than just kind of chucking that tension right onto what was happening in the moment, if that makes sense.  I, as a manager or a leader, there’s this tension you would have that you want to see people do something right, but sometimes you have to let them do it wrong a little bit longer in order to wait for the right opportunity to show them in a way that’s effective.  And so it forces you to question, “Do I just want to talk, or do I want to affect change?”

Pete Mockaitis

Intriguing.  So then, what might be some indicators that this is the right time?

Chris Deferio

I’d say when things are more calm, when people are in a good mood, and when you are not upset.  Because you might be responsible for the bottom line of your company, you have to know yourself well enough to know when you can not sound like a jerk, or be passive-aggressive, or give somebody the feedback, a crap sandwich with the critique and the praise.
There is a bit of self-knowledge that’s needed to know how you sound first of all, and when’s the right time for you to do it calmly.  And then, like I said, when things are calm in the store, when there is a time that talking about technique is brought up, in fact – that’s a way.  Hopefully you have mechanisms or systems of communication in place, where feedback lives, like a one-on-one every week with the manager, or an ongoing training session.  Those are perfect times and require forethought as an operator to say, “You’re going to have these conversations with people, so where do those conversations live?”  They can’t just be invented on the spot; they have to have a place for your peace of mind and the security of the barista.  So, I’d say rather than indicators, maybe just dial back even more and say, “Have I built a system in my shop or my business that allows for a safe space for feedback, both from me to the barista or employee, and from the employee to me, to critique me?”

Pete Mockaitis

Oh, thank you.  Well now, you used the phrase “safe space”, so I am thinking about South Park – that’s the name of the show – where they did this song, “My safe space…”  And I want to touch upon the word “Millennials”.  I guess I am one, but in a previous episode we had Lee Caraher say like 72% of Millennials don’t like the word “Millennial”.  They don’t want to be called a Millennial, because there’s so much baggage and negative associations with it.  So, I’d love it the more that you could be fact-based, experience-based, research-oriented to this.  To what extent is there something real when it comes to the difference in managing Millennials or folks who are fresh out of college?  Are they still Millennials or are they the next one yet?

Chris Deferio

Maybe, and maybe it’s Gen Y, I’m not sure.  Or Gen Y is the same thing.

Pete Mockaitis

So what’s real and what’s just a bunch of stuff that people cook up to sell books or to try to stereotype and sort of offload responsibility?

Chris Deferio

Yeah, it’s a good question because we like to categorize.  Part of the human mind is all about, “This goes in this section of my brain, and this goes in the other.”  And if we need to understand people it’s easier to have a sorting mechanism, and so that’s what these names start to become.  And in no other time in history, especially with the rise of the Internet, do we have as much access to articles that kind of form our thinking towards people before we even meet them or know them in reality.
So, the reality of Millennials, I think, is simply that they are young, and I don’t know that there’s that much of a difference outside of the world they interact with.  They’re not not humans, and they have the same drive for success and love and acceptance and to interact with the world around them.  And they have the same idea that they want to change the world the way that any other generation did.  So, I think Millennials as a group have been given a bad rap by people who don’t want to take responsibility for leading Millennials.

Pete Mockaitis

Okay.

Chris Deferio

Yeah, so on the show I had Bruce Tulgan, who’s the author of a book which I think every manager should read.  The book is called It’s Okay to Be the Boss.  I bought that for all of my managers in the store I worked at, and they all agreed it’s a fantastic book, practical.  The author also works for… His company is called Rainmaker Thinking, and they authored this incredible long-term study on the workplace opinion of Millennials toward management.
And what they found is essentially that Millennials want leadership, they want to be told how to succeed in the workplace, and actually are looking for people to, as the book that Bruce wrote says, to be the boss.  And they say in the book that there is an undermanagement epidemic, not a micromanagement one; in other words people are abdicating their responsibility to be leaders within an organization.
And Millennials I think are, just based on this study and my own experience – like I said, they’re people who want to do a good job.  And when somebody says to you, “I want to come in your company and deliver a ton of value, and what do I do, where do I sign up?”, and they’re eager – if you look on that with distain, there’s a lot of issues there.  You need to be prepared to help that person succeed.  So I view Millennials as eager and will not take lack of clarity for an answer.  So the mystery of just figuring it out on your own – hey, we have Google.  That’s gone.  Figuring it out on your own looks more like YouTube than just hacking away at it.
So yeah, Millennials I think have been given a bad rap and they are young people looking to be led, and then to lead themselves.  They want to make a difference in the world and we have an opportunity in jobs like coffee that are historically transient jobs – they’re not the jobs that they’re going to have for the rest of their lives – to shape people for the career that they actually are going to be spending a lot of time in.  So, managing first-time people, first-time employees, especially young ones, as impressionable as they are – they have a ton of energy and they have a ton of vision to contribute to a company if you’re up for the challenge of continuing to actually work in your company.

Pete Mockaitis

So that doesn’t sound unique at all to Millennials, in terms of if you’re young and inexperienced, “Figure it out” isn’t great leadership, management, guidance, at that sort of stage in a person’s development.  I mean you might say “Figure it out” in a nicer way, which was, “Why don’t you take a rough draft at a plan of attack and we’ll sync up in a day?”  That’s maybe a nicer version of “Figure it out.” [laugh] I’m not 100% abdicating my responsibility for getting to the bottom of this thing, but I would like you to take the first approach there.  Well, cool.  So then, you’ve got some takes on how one manages expectations optimally in the first real job environment.

Chris Deferio

Yeah.  So, managing expectations is a great place to start because as I was just touching on how we as an older generation – myself turning 40 here shortly – have a responsibility to manage ourselves first, so that we can lead others.  And that means if we have expectations of people that are unreasonable and are secretly based on our desire to just not have to do as much as we actually have to, then we need to deal with that so we don’t pass on dysfunction.  In today’s day and age there’s a ton of leadership dysfunction, and leaders in restaurants and coffee bars and politics are under fire.
And so, all eyes are on people who have authority and power, and we need to be able to have some kind of forethought about the people we’re bringing into our organization and stop being surprised by what happens when we bring young people into an organization.  You can’t really be effective as a leader or as a company if you’re constantly just scratching your head and complaining and surprised by something that you knew was going to happen.  So, embrace it, prepare yourself for it, and be the leader that’s necessary for what you’re going to inherit.

Pete Mockaitis

Okay, so the managing expectations there – you’re talking about what it’s fair for you to expect of someone who’s newer, younger, inexperienced from the get-go.

Chris Deferio

Yeah.  So, they’re going to make mistakes, no doubt, when you onboard somebody.  In coffee for instance a lot of us have labs, and we have labs for a reason – because we don’t want people experimenting on the customer.  Or we have shadow shifts for instance, where you are on with the manager and they are watching you to make sure that you are performing in the critical areas.
However, you don’t want to rob people of their failures; you don’t want people to only do exactly what you say in every case.  You want to see them spill milk or you want to see them kind of strain to figure something out and not just jump in and not let that muscle develop, because then you will never be truly confident in that person’s “a-ha” moment, because they could fake it.  They could just say, “Oh yeah, I understand now”, but when you’re gone, because they didn’t develop the muscle of understanding through failure, then it’s just going to crumble under the pressure, especially if it’s one of their first jobs, like we were talking about earlier.
So, having a lab for another company might look like just an entry level position within the company, where consequences of failure are not dire – you’re not going to pass it on to your big accounts.  But you have somebody there that can walk them through the process and explain, as failures are made, how to do the job from A to Z.

Pete Mockaitis

Yes, that’s great.  Don’t rob them of their failures – nice turn of a phrase there.  And so, when you say a “lab”, can you help me visualize?  I’m imagining a lab coat and a white room and…

Chris Deferio

It’s exactly right, that’s what we do.  We actually recreate, so the speak, the coffee bar.  So it’s like a micro coffee bar, and sometimes it’s behind glass and other times it’s just hidden in the back corner.  It’s not usually the prettiest place but it’s got an espresso machine and a brewer, it’s got a couple of tables, and you schedule sessions with baristas when they are new employees, or existing employees that need work on one particular area.  You schedule some time in the lab to work on your tamping, to work on understanding a particular policy.  A lot of meetings are held in labs.
So, a lab for a coffee bar I think is critical, and the equivalent in any organization like where does the training take place, helps kind of anchor the idea, like, “Yeah, I’m here to learn right now in this space.  And we can just bang around in here and nothing is going to happen in the outside world, except I’m going to learn and bring what I learn to that outside world.”

Pete Mockaitis

It’s interesting when you describe the lab, it conjures to mind almost like a movie montage, like there’s music playing and someone is failing repeatedly and spilling it all over themselves.  And then the wise mentor is frustrated but sticks it out until there’s a maestro coming out on the other side.

Chris Deferio

Yeah, this is very much like Rocky.  Ivan Drago versus Rocky lifting logs in a log house.  It’s an approximation.

Pete Mockaitis

That’s great.  Okay, so we talked about not robbing people of their failures, managing the expectations, giving some protection so there’s not dire consequences if things go awry.  I’d like you to also kind of unpack a bit, you’ve got some takes on when it comes to the follow-through.  Not just saying, “Hey, do this”, but what comes after the “Hey, do this”?

Chris Deferio

Yeah.  This is a super hard one, and it is one of the things that erodes trust the most between direct reports and managers, or baristas and managers, however you want to phrase it.  When you tell somebody to do something and they do it – let’s say they do it well.  And nothing happens, except they do it well and they know, but nobody sees it – that is going to demoralize the individual, because nobody is there to see their victories.  I think you get some satisfaction out of it, for sure.
Yeah.  So if you are on the bar and you are not having follow-through from your manager, what that looks like is like you said – just “Do this” via text message.  You get a text message or an email that says to do it this way.  You need to have the presence of the manager there to follow up with you in order to either correct you or praise you, to guide you or affirm you.
And the present leadership is a good phrase for this.  A shop I worked at used the phrase “present leadership”, because often times what we have is a secondary culture form around this abdication of leadership to follow through.  So, for us it happens on closing shifts, when management is home – they try to get themselves on a 9:00 to 5:00 schedule, and then the closing shift is there by themselves.  And what you’ll find is that it’s kind of like a different culture, and they don’t have the kind of contact with the leadership as their counterparts in the morning do.  And the difference is that the people in the morning get the benefit of getting to see the manager every day, so there is a natural built-in opportunity for follow-through.
You can’t really judge an employee’s performance if you haven’t observed their performance in a consistent way.  So when you give them a raise and you tell them they’re doing a good job, but they know that you haven’t actually followed through and seen how they’re doing, if they need help, and been there along the process – they know you don’t know what you’re talking about, and it’s hollow.  And so you erode trust, they don’t trust you when you say “Good job”, because they know you haven’t even seen them do their job.
That’s part of what I mean by “follow-through”.  For managers who really want to be there for their employees, it’s going to take a lot of work upfront, but you build momentum in the future so where you might have to schedule yourself to come in during a time where you normally don’t come in to the store – maybe it’s a closing shift for coffee bar examples – just to make yourself known, to ask how things are going, see if there’s any questions, observe them in action.  Do that for a week or so, two or three times a week.  And that person will get the drift that you are concerned about their progress and you’re building rapport with that individual and following through on the thing that you said they should do or how they should do it, etcetera, if that makes sense.

Pete Mockaitis

It’s interesting.  It sounds like this sounds pretty, I guess, fundamental and just, “But of course leaders should do that.”  And yet at the same time, I think there is a healthy opposition force that would say, “Oh my gosh, Chris, that is just too much work.  Why do I have to do all this handholding?  Come on, we’re grownups here.”

Chris Deferio

Well, yeah.  Grownups who can plan ahead of time, like we said manage your expectations – well, part of the expectation is that you’re going to have to spend some extra time with people who are new.  And I think the thing that really throws people is the minutiae of their job as a manager, because so much of our job in management has to do with reacting to situations and putting out fires.
And if you never really get that under control and don’t have control of your own schedule, keeping on human relationships on top of just ordering these other things for the office and responding to emails from people who may or may not want to buy your coffee or your product – there’s no room left for the people that you hired.  And there’s this weird relief – you come in and they’re doing fine; you’re like, “Oh hey, how are you doing?  How are you doing?  Good?  Are they taking care of you over here?  Great.”  And then you just walk away.
Now you’ve abdicated your responsibility as a leader to the people they’re working with, who have become the sort of surrogate managers for you because you can’t get it together with your schedule.  So it all kind of comes back to the leadership and what you expect from yourself.  It all kind of comes back to leadership having their stuff together, so that they can actually help other people form their careers and their understanding and their skillsets.

Pete Mockaitis

Now that example you used, in terms of, “How are you doing?  Are they taking good care of you?” – that’s an example of abdication.  Can you expand on that?

Chris Deferio

Yeah, so not in all cases, I think, but I see it a lot of times in coffee bars, where you throw people on to a bar and you hope that the most senior barista there will kind of show them the ropes – show them all this stuff about the POS and show them this other thing over here too, and, “By the way, I just remembered, can you show them this?”  Now, that might be delegation if it’s done with clear intent and structure, and always done that way, if that’s purposeful, but often times it’s just Plan B or Plan C when it comes to what the manager maybe ideally wanted or found out that they don’t have enough time to spend to walk this person through the POS system, the register.
So, what I say is advocation I mean naturally when you’re entering into an office or a service industry or whatever it is, the manager is the person you understand to be the source of knowledge, the one who is going to help you understand how things are, at least at first.  But when you never get that and they’re just the person that has you sign your tax forms, and then they just kind of throw you on bar but then show up at your review, it just feels like, “Why are you even here?  My coworker should be reviewing me, because they’re the ones who taught me, corrected me, were there with me during that really crazy rush, where we all burned ourselves.”  There’s rapport, and managers often times miss out on building that rapport, because they unintentionally, I’d say, in most cases, give away their opportunity to build those relationships.

Pete Mockaitis

Well, that’s good.  And I kind of finally want to get your take on when it comes to retail or coffee environment, there are times where you mentioned the rush.  In a realm of crowds and chaos and a whole lot happening real fast, what are some pro tips just for keeping your cool and your sanity and focus about you with all the stimuli?

Chris Deferio

Two things.  One – have workflow already in place.  If you own a bar, if you manage a system where you have to deliver a result, you have to have a workflow.  And that workflow has to actually be taking into account different situations that you could come up against.  For us, let’s say you have a menu of 15 items with four different variations on those items, okay?  So, you’ve got to practice all of the ways that people can alter those drinks, and maybe there’s ways that they’re going to… How is it going to be in the worst scenario and what do we do?  What’s the plan?
Too many people just cross that bridge when they come to it, and if it’s on fire they don’t cross it at all.  The workflow is a critical one.  And that was one of our first episodes actually on the show Keys To The Shop, with my friend Ryan Soeder on mastering workflow.
The other part is managing yourself emotionally.  You need to detach, essentially.  Not in a robotic way, but if you’re working the workflow, if you’re working behind the bar and you have a line out the door and you know you’re doing your best – there’s no reason, logically, to stress out.  You can’t go any faster, and everybody understands that.  And they keep coming every day, so they know.  They see, they have eyes, they understand what’s going on.
And somehow what happens when we forget that – we try to rush the process, we don’t fall into a rhythm.  And when we do that, we don’t do the other thing also – I had a third – is, communication.  Our communication can either come from a place of fear and insecurity, or it can come from a place of, “We’re in this together, we’re doing the best we can and we’re going to lean into the pressure rather than trying to run away from it.”
I’ll give an example.  There are times when I have personally been really stressed out on the register, and when I’m that way what I like to do is… I don’t know how to describe it, but I just kind of smile to myself and I overexaggerate my hospitality as a way of reminding myself what I’m doing here.  I don’t go goofy or anything, but I turn an inward switch.  And I think it’s important for people to figure out, “What’s my approach to the chaotic workplace environment and how will I pull myself away from that, observe it as an outsider, so to speak?  And not become out of control emotionally, but lean into the fact that this is what’s going on and it’s not going to define us.  We’re not going to let the shift run us; we’re going to run the shift.”  That’s a good way to just remember it.

Pete Mockaitis

Lovely.  Well, Chris, tell me – anything else you want to make sure to highlight before we hear about some of your favorite things?

Chris Deferio

Yeah.  I just want to encourage everybody who works with young people and transient employees – it kind of goes hand in hand – that they are training up a future generation of leaders and owners and managers, people who will influence the course of history.  And it sounds really dramatic to say it that way, but every person who you know who you read a biography about who’s inspirational, worked at a deli, worked at a restaurant or a coffee bar at some point.
And maybe not everyone, but they had jobs that were kind of what they might consider menial.  But have had lessons that shaped them in the dish pit, in the mop closet, in a one-on-one with a manager; kind of like your favorite teacher in elementary school.  So our responsibility to actually take up a mantle of leadership and lead young people well in these jobs is really, really critical.  And it’s all about relationships and allowing yourself to be vulnerable, while at the same time being a strong leader that will help shape the next generation.

Pete Mockaitis

Lovely, thank you.  Now, could you share with us a favorite quote, something you find inspiring?

Chris Deferio

Yeah.  So, I think my favorite quote comes from David Whyte. David Whyte is an English poet and I think the quote is, “You must learn one thing: the world was made to be free in.  Give up all other worlds except the one in which you belong.” So his book, if I could recommend it, is called Crossing the Unknown Sea, and it’s kind of a philosophy on vocation as a way of becoming, a journey into meaning through your work.  And so I really, highly recommend that book.

Pete Mockaitis

Oh great, thank you.  And how about a favorite tool, something that helps you be awesome at your job?

Chris Deferio

I don’t have a… Okay, tool would be just pen and paper, honestly.  I don’t thrive in digital environments as much as I thought I would, and I do have things.  I love my high-end drawing pens and special graph paper notebooks for organizing my thoughts.  I’m not full into bullet journaling or anything, but I do like to braindump onto paper and organize myself that way.  And sometimes it makes it into my reminders on my phone or something like that, but more often than not I’m trying to write something down.

Pete Mockaitis

Thank you.  And how about a favorite habit?

Chris Deferio

So, I guess a favorite habit of mine, besides coffee, would be – which is a great habit, it’s very healthy for you – I try to get up early.  It’s something I started doing a couple of years ago, actually started to try to adopt a way to kind of embrace the day.  Now I know this is not unique to me, but when I started doing it, it really turned my world upside down that I could actually start my day well by just getting up early and stretching and drinking a lot of water and thinking, including things like morning pages is a huge one, stream-of-consciousness, because I don’t get a lot of time, especially at a coffee bar, to create and to express.  You’re always reacting to outside situations.  So it’s nice to have some space where you can set your trajectory internally, and then embrace the day.

Pete Mockaitis

And tell me, is there a particular nugget that you share that really seems to connect and resonate and get folks quoting yourself back to you?

Chris Deferio

Yeah.  There is something that I used to say in talks and I think I should bring it back, and that is that the customer has been hurt in the past by coffee.  The customer has had some kind of a traumatic experience in a coffee bar and they bring that experience in with them.  So, we have to approach them from a position of owning the stuff that our industry sort of did to them and earn back their trust.

Pete Mockaitis

Well, I’m so intrigued.  I can’t recall an experience of my own.  Are we talking about hot spills, or what do you mean?

Chris Deferio

I mean emotionally, like you go into a specialty coffee shop and often times what you find is maybe the barista is not as welcoming as you thought they should be for the price point of the coffee.  We promise a special experience a lot of times and when somebody walks in, the expectation is set so high by the marketing that the actual reality of the experience is disappointing.  And so, knowing that people are sort of accustomed to dealing with disappointment when it comes to something that’s so hyped as specialty coffee with all these latte art flowery drinks and what not, we kind of have to approach it with some empathy and realize that A) it’s not personal, B) let’s make that up to you; let’s make this the best experience that you could possibly have.

Pete Mockaitis

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

Chris Deferio

Well, I would definitely recommend they go to KeysToTheShop.com, and the podcast the same name on iTunes.  It’s just KeysToTheShop on Instagram and Twitter as well.  And those are the best places.  My email is chris@keystotheshop.com.

Pete Mockaitis

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

Chris Deferio

Be patient with yourself, be patient with others, and take a look at the big picture on a regular basis.  And learn to be happy with the work that you’ve already done and hopeful for the work that you’re going to accomplish.

Pete Mockaitis

Awesome.  Well, Chris, thanks so much for taking this time.  Lots of fun.  I wish you tons of luck in your coffee adventures, and you are a champion in more ways than just latte art!

Chris Deferio

I really appreciate that.  Well, thanks for having me on the show.  It was really fun.

232: How to Be a Better Leader by Being More Positive with Brenda Bailey-Hughes

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Brenda Bailey-Hughes says: "You do have the power to choose your thoughts... to choose what you see within your day... so choose very wisely."

Professor Brenda Bailey-Hughes explores the scientific connections between positivity and being a better performer at work.

You’ll Learn:

  1. The real science behind the power of positivity
  2. How to halt compulsive worrying
  3. Power words for positivity

About Brenda

Brenda Bailey-Hughes teaches communication and leadership skills at the Kelley School of Business undergrad program. She also teaches global leadership and emerging markets for Kelley Direct, the working professionals’ MBA program.

She’s authored 8 LinkedIn Learning courses. She specializes in communication training  and coaching for Fortune 500 executives –  such as P&G, Samsung, Cummins, and John Deere.

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178: How to Lead Without Authority with Dodie Gomer

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Dodie Gomer says: "People like clarity... and they'll admire and respect you for having it."

Talent builder Dodie Gomer shares best practices for leading people to results–when you’re not in charge.

You’ll Learn:

  1. How setting a clear vision on tiny matters delivers huge benefits
  2. Tactics for projecting powerful composure
  3. The value of using “strong words” and eliminating “weak words” in your communications

About Dodie

Dodie Gomer believes far beyond technical potential. She is known as a talent builder. Dodie has 25+ years of corporate HR leadership. She inspires individuals to tap into their unique talent to go beyond their technical expertise and develop as leaders – even if they never plan to be a manager. Whether it is a keynote address, leadership workshop or as a succession planning consultant, Dodie will provide the right tools to build leadership for both individuals and organizations.

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130: Managing Interns and Managing your Career with Mark Babbitt

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Mark Babbitt says: "We now live in what we call a testimonial economy."

Mark Babbitt serves up a double portion of insight on the topics of working with interns and working your personal brand.

You’ll Learn:

  1. How internships can be more mutually beneficial than you think
  2. A step by step guide to building high-quality internships
  3. Two simple questions for accelerating your career

About Mark

Mark Babbitt is a career and leadership mentor, and the CEO and founder of YouTern, a community for young talents looking for internships, mentorships, and actionable advice. He is also the President of Switch & Shift, a consultancy firm looking to bring leaders to the Social Media age. He has written for the likes of the Business Insider, the Huffington Post, and the Harvard Business Review. He has published two books, The Ultimate Guide to Internships and A World Gone Social.

 

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