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257: Innovating through Empathetic Collaboration with Turi McKinley

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Turi McKinley says: "Being able to synthesize what's important is probably one of the most under-appreciated and most important skills."

Turi McKinley talks intuitive design thinking as an alternative approach to problem solving.

You’ll Learn:

  1. The importance of human empathy in problem solving
  2. Three keys to apply the design thinking process in your organization
  3. Pro-tips for getting brilliant ideas flowing when you collaborate

About Turi 

Turi McKinley is the Executive Director of Org Activation at frog design. Turi’s 15+ years in design encompasses design research, interaction and service design, and currently focuses on driving change within innovative teams and organizations. Turi leads frog’s capability building and process design practice across frog’s global studios, and with frog’s clients.  With clients, she had led transformation efforts for GE as they developed a user centered software capability; for health insurance companies seeking to develop new customer relationships; and CPG firms developing ways of working faster and more iteratively.

Items Mentioned in this Show:

Turi McKinley Interview Transcript

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

Turi McKinley
I’m happy to be here. Thank you for inviting me.

Pete Mockaitis
Oh, certainly. Well, so tell me, I understand you worked on a wide array of products, and I was intrigued by maybe some lessons learned when it comes to doing deodorant bottle design.

Turi McKinley
Oh, that’s an old one. Yeah, sure. So, we did a project, I think this must’ve been maybe six or eight years ago, but it was a U.S. client, it was a consumer packaged-goods client, and they were interested in understanding how they could change their products to be appropriate for the market in Mexico and South America. Very different areas but we first went to Mexico.

And the challenge, the thing that had happened in the market that they felt they needed to respond to was one of their competitors a couple of years ago had taken the deodorant bottle, particularly for the roll-on kind, and turned it upside down. And they did that because there was an insight that customers, when they buy these fluid products, like toothpaste and things like that, they want to get the last drop out of it. Literally, they want to squeeze the last drop out of the bottle.

So, with the roll-on where you can’t do that, turning the bottle upside down, very simple design change, helps the customer think, “Wow! With that product I’m going to get every last drop of that fluid deodorant out of that bottle.” So, they wanted us to help them understand how they could respond to that in Mexico and these other markets.

So, we went, and I think the design of the bottle was an interesting thing, and we came up with some really great solutions. But, for me, as somebody who comes from a research background, my background is in anthropology and design, what was really fascinating was observing how different the cultural context for sweating is in Mexico than it is in the States or Europe.

So, in Mexico you have a much more socially-stratified society, and being a laborer, being somebody who is outside and who is sweating visibly through their clothing has a really strong social context or social sense of being lower than other people. So, sweating rises all of those, that nervousness, concerns about being sweaty, and being seen as somebody who might have to be outside or be a laborer.

So, we started to observe these patterns where people were buying six or seven bottles of deodorant at a time. They were buying one for their gym bag, one or two or three or four at home to have a spare in case they ran out, one for their desk at the office, and one that they were taking with them out to the club because even if it wouldn’t stop them necessarily from sweating, the sense of reapplying the deodorant was necessary for calming that real strong sort of cultural nervousness about being seen to sweat.

Pete Mockaitis
Fascinating.

Turi McKinley
Very different than like my high school experience with realizing that sweat was an issue, you know.

Pete Mockaitis
Well, so then, when it comes to design, I guess there’s an upside down bottle as what how one competitor reacted to it, but I guess in another context in which it’s like, “Sweat means you’re a loser,” I don’t mean to put words in your mouth, but I mean, if I’m just going to really dumb it down and simplify so it becomes all the more critical to have it on hand everywhere. What do you do with that?

Turi McKinley
Well, you start thinking about, “Okay. Now, if we’ve observed this reason, this desire for protection from sweat, it’s not so much about deodorant, it’s not even so much about anti-perspirant. It’s protection from that social connection with being lower class.”

I can’t sort of tell you exactly what the solution was with the client went forward with, but some of the solutions we came up with were things that are really were portable that could go out into the club setting. So, if you think of, do you remember those strips that you would put on your tongue that would dissolve and they would have like – what’s it called?

Pete Mockaitis
The Listerine Cool Mint PocketPaks?

Turi McKinley
Listerine. Yes, those Listerine Cool Mint PocketPaks.

Pete Mockaitis
I’m looking at one right now. I’ve got them near my desk.

Turi McKinley
Right. And those packets, they speak to portability, right? You can put it in your pocket, in your bag, you can have it at your desk as you do. It’s very easy and you don’t have to fuss with liquid or spilling or any of that. So, if you take that kind of format and that kind of technology, now think about that around your underarms. Could we design something that would enable somebody to have that super portable pack to        freshen up when they are on the go, something that’s not a bottle stuck in their pocket when they’re out at the club, or in their purse?

Pete Mockaitis
All right.

Turi McKinley
So, those were some of the kinds of directions that you start moving when you have the capability as a team to be able to say, “Our client makes fluid deodorant.” Okay, so the client wants a solution that’s about selling more fluid. But let’s take a step back, let’s really try to understand the person who they want to buy this product, and understand the cultural context, the emotional context within which they work, and identify a solution that will be really appropriate to them.

So, doing that research, spending time with people, and having as a team the freedom and the openness to look for the right solution, not necessarily the solution that the client has asked for, is one of the most important skills that I think has enabled Frog to be as successful as it has in the 13 years that I’ve been here.

Pete Mockaitis
Well, that’s cool. And, I guess, you’ve already got sort of a leg up on sort of my next question. I just want to get oriented a little bit. So, can you tell us a little bit about Frog design and your role as the Executive Director of Org Activation?

Turi McKinley
Sure. So, I’ll give you a little bit of a background on Frog itself. Frog is, we’re about 45 years old now, maybe a little more than that, but maybe 50 years. But we were founded in the late ‘60s in Germany as an industrial design firm, and our founder, Hartmut Esslinger, had a point of view on design which was that form should follow emotion.

Basically, we need to make products that are emotionally resonant to people, that speaks to who they are and to their needs. And if you think of German design back in the late ‘60s, it was form follows function, and the Bauhaus, and all of that kind of sometimes inhuman but very functional design.

Pete Mockaitis
I have the Dyson voice in my head now and I just can’t… vacuum cleaners is just there. German design equals Dyson. It’s just there.

Turi McKinley
I can see that. So, with that ethos of form follows emotion, Hartmut ended up meeting Steve Jobs back in the ‘80s, and they partnered to create the design language for the first Apple computers, and that relationship is also when Hartmut decided to relocate the company from Germany to California which is where our headquarters are today.

But it also started our engagement with the digital era. The Apple computer, if you think of emotional design in computing, that was really in many ways continues to be one of the best examples of design that people have an emotional relationship with. So, for frog, as we started working with digital, that idea of form following emotion was still very much a part of our design.

And I joined frog about 13 years ago, and at that time, I think digital and industrial design or physical design were kind of separate, but they were starting the movement that we really see having taken full force today of convergent design where you’re no longer a designer who is designing for a little black box, a digital designer designing for a little screen inside of a box. You are now thinking about the full experience of a product or service regardless of whether it’s a physical, digital, or otherwise off-screen experience.

So, frog, as a company, still has that human-centered design very much at the core of what we do. But, today, we really are a company that designs human experiences, and we’re trying to design these experiences that transform businesses and transform markets.

Pete Mockaitis
Okay. Cool. Well, designing human experiences sounds like a whole lot of fun. I like being a human and experiencing it and creating stuff, so that’s good. And now, I want to talk about some particular skills that any professional can use based upon your unique area of expertise. I first discovered you through the LinkedIn Learning Lynda.com course about Learning Design Thinking, and I just knew, it’s so funny, I knew the design thinking was really cool.

So, it’s like I remember I had a little training on design thinking for like one hour when I was working in strategy consulting, and they’re like, “This is like the completely other way to think about things,” as opposed to how strategy consultants, we have a hypothesis and we gather our data and we validate it or refute it, and then we refine.

It’s sort of like, “Design thinking is a whole another way to run you brain.” I was like, “Well, that’s cool.” So, I’d love it if you could sort of orient us a little bit to what is design thinking and how is that potentially useful for professionals?

Turi McKinley
Sure. So, design thinking these days is a term that gets written about a lot, and people are very interested in it. I think there’s sometimes a temptation to think of design thinking as a kind of magic. In many ways, design thinking is how you approach problem-solving. So, when I think of design thinking, there’s kind of four things that are the key components.

I think of design thinking as fundamentally a very making-based approach to problem-solving, and when you think of problem-solving that is design that’s rooted in human empathy and that’s done by collaborative teams of people who come from many different skillsets. As I was talking about frog as a company that today is designing for the physical world, for the digital world, for experiences that might suffuse a theme park, or influence a multinational company.

Design today, or problem-solving today, is so complex that it really can’t be solved by just one diva designer who has a great idea. You need to solve problems by having people of many different skillsets looking at the problem and being able to work together to understand the problem space, to understand and have empathy with the people who will use the product.

And one of the best ways to actually activate all those different skillsets and minds is by making prototypes together, trying it out, talking about, “We understand what the deodorant example. We now understand the social context within which deodorant operates within Mexico. We can talk to the person who might be able to make the strips and understand what’s the possibility here that we could find a solution that would be something that doesn’t exist on the market today.”

I think the difference with some of those traditional business approaches that you mentioned are that, traditionally, businesses are very good at taking a very structured approach to saying, “These are our business capabilities. This is what we’re good at. This is where we have a strength in the market. This is perhaps a new technology that we’ve created, or something that we want to sell. Now, let’s take that new technology, take our business capabilities, package them together and make a new product.”

They tend to be very good at that. They also tend to be very good at kind of incremental innovation, “If this is happening in the market now, we think that the next thing that will happen will be this. Let’s go test that hypothesis. Let’s match that to our business capabilities and let’s launch it.”

A design-thinking approach fundamentally starts from a different place. The problem might be, “How do we grow into a new market?” But, instead of starting with the business capabilities, you start by understanding the people in that new market, whether it’s somebody who is suffering from a rare form of a disease, or if somebody who is a Gen Z teenager now and we’re looking at a product that might be launched for them in five to 10 years, both of those are recent projects. But you start with the people and you use that to help you understand what might be.

Pete Mockaitis
What might be, just like in terms of what is, like the reality they’re in?

Turi McKinley
Well, yes. So, I think human empathy begins with understanding how people see the world around them. Understanding the business is about understanding the world within which the constraints, the opportunities, the strengths within which the business operates. Looking at the market is about seeing trends and what’s happening whether the new technologies, new opportunities that are shaping society, but fundamentally to get to an innovative new idea.

You, as a group, or as a team, need to be able to say, “What if.” You need to be able to take all that foundation, those constraints, that knowledge, that empathy and take the kind of lateral thinking leap to say, “Maybe this could be. What if this is where the world goes in five years? How will my company have an amazing relationship with its customers in five years if the world changes this way?

How might I change my relationship with my brand’s relationship with the market if I launch this new type of product?” that kind of thing.

Pete Mockaitis
Okay. Well, so I’m thinking about maybe zooming in here on an example. Let’s say we got a professional, and I’m thinking about sort of mostly innovations that we can do sort of on a weekly, monthly, quarterly basis. I think some will be creating a whole new products and services that individuals will be purchasing.

[00:18:10]

But I think more often the innovation has to do with processes that are happening in the realm of the regular work week, in terms of, “You know what? This is kind of dumb. Surely, we can do this better,” whether that’s, “Does anyone read this report?” or, “Are we making the best use of our meeting times?” or, “Wow! Email is sort of taking over our lives. Is there a better way?” So, maybe, could you maybe walk us through how a design-thinking style process might go down to refresh and replace a process that happens in a real place?

Turi McKinley
Sure, yeah. The work that I do with frog at the moment is very much focused on helping companies make those kind of changes.

Pete Mockaitis
Perfect.

Turi McKinley
Yeah, the Org Activation practice at frog is taking kind of what we’ve learned around what makes companies successful, and there’s three major things that we’ve been seeing that make companies successful. The first is that ability to take a human-centered design approach not just to your products and services, but to how your organization is structured.

The second is if companies are not able to really have the nimbleness to sense and respond what is happening in their relationship with their customer, very rarely can they be successful. And then, the third piece is that companies need to have the ambidexterity to have a small part of their business that’s really focused on thinking about where the market might go and taking big risks even as the whole organization might be much more focused on the moment and incremental change.

But to get there, to get to a company that has that ambidexterity, that nimbleness and that empathy, you’re right, often a lot of internal processes within the organization need to change. If we take an example, like you mentioned, around meetings. Are we doing it right? Are we getting what we need to out of the meeting? Are we able to get all those different voices actually listening to each other? Or is there something within our process or our way of work that is more focused on shutting people down than really enabling us to get to some shared ideas?

So, when I think of a good process for design thinking, there’s a couple of things that really stand out. One is that the teams need to be clear about the goal that they are attacking or that they’re going after. We tend to think in large businesses that the company strategy has given us a goal or the ask from our manager that we’re all aligned on. But that’s not necessarily the case.

Those things exist and they’re very important, but for a team to work together effectively they need to have the ability to set some shared goals together. So, one of the most important aspects of kicking off a design thinking relationship within a team is having the ability to talk about, “As a group, what are the goals that we have together that we want to achieve here? Yes, there’s the business goal, but what is the broader goal that we’re trying to achieve?” So, whether it’s a meeting or whether it’s a six-month process, having the time as a team to set some goals is really important.

One of the other kind of key aspects to design thinking is having a shared space. When I was saying kind of key aspects of design thinking, one of them is about collaborating, and the other is about making together.

Turi McKinley
I think with design thinking, it needs to be both collaborative and it needs that aspect of prototyping together and making solutions. So, having a shared space where your team is able to come back to use the walls, use the space to externalize the thoughts that you’ve had around, “how we’re going to solve this problem and work together off screen, face to face,” is sometimes an unrealized but very important part of effective design thinking. It’s having a shared space where you can work together to solve the problems.

Another key piece of the process is about having the ability to get out and build that human empathy with the users of your product or service. That might be having somebody who understands design research on your team. It might be having the tools within your company that enable you to get out and actually have a connection with your users.

But even without special teams, even without special tools within the company, the team itself needs to have a bias that, “The best way I can solve this problem is to understand how people think and feel about this problem, so that is both in the discovery process of what am I trying to solve, but also in the iteration of solutions.”

Pete Mockaitis
And that seems quite a sensible starting place. Could you maybe contrast that with is there a common practice that starts from a different place? And what is that in terms of just shining a bright light on the key distinction to make here?

Turi McKinley
Yeah, very often programs start with, or teams often start with the business requirements and the business constraints for the problem that they’ve been asked to address. And, ideally, the team that has design thinking at their heart will take the business requirements and the business constraints as one part of the discovery of the problem that they need to solve.

The other part that they will find a way to bring in is that human empathy so they can begin to, as a team, start thinking about, “What do I need to achieve for the business? What do I need to achieve for the user? And bringing in that multidisciplinary voice, what are the opportunities that technology begins to offer me to make those solutions?” And I’m speaking about technology broadly here. It might not be digital technology, but the how it’s solving the problem. When you bring those three things together, that’s where you find the best solutions.

Pete Mockaitis
Okay. Understood. And so, then, maybe could you help bring this to life a bit in terms of, “Hey, here was a process within an organization that got refreshed or replaced via using a process just like this”?

Turi McKinley
Sure. We did some work several years ago now with GE. And GE, it’s one of the world’s most successful companies. It’s been around for a long time. They have an incredible engineering organization, and they also have a really interesting management structure where they move people around through the organization, and have a real focus on educating their teams.

But in 2010, GE discovered that, through an industry report, that by revenue they were the world’s 14th largest producer of software – by revenue. And when they looked at that, and they looked at GE software and the kind of services that they provided, they realized that while GE’s engineering is really about they make amazing things that spin, you know, train engines, drills, airplane engines, but a lot of the revenue was actually coming from the analysis of the data that comes off of those spinning things.

And GE had evolved in software practice very much in silos to respond to clients’ ask for, “I need to visualize this data. Make me a piece of software.” So, it’s a very reactive practice. And when they took a look at their revenue, they realized that that revenue could be under threat from a company like IBM that’s very good at processing data and information and providing analytics.

So, they made a very large investment to create GE’s software backbone, the industrial internet that GE has launched recently. But they realized that in parallel to that, that this software initiative would not be able to succeed if they didn’t build a culture within the organization that understood user experience, both at the management level and at the team levels. So, they needed to find new processes, new ways of thinking, new ways of work that would enable their product owners and engineering teams to understand the user of software.

So, we worked with them over the course of a couple years to help them identify within their very successful processes, “What were the things that needed to change to enable a culture of user experience to flourish within the organization? And what were the specific kinds of tools that could be created to really be positive actors that would help people take on these new ways of thinking and new ways of acting?”

Turi McKinley
So, GE needed to develop a set of processes and ways of thinking that would help their teams understand the users of GE software. So, we’re talking about oil field managers, we’re talking about people who manage fleets of aircraft engines, people who are responsible for servicing, managing the servicing of those kinds of devices.

There were many different things that we did, but I think one of the most surprising changes that helped begin to build the design-thinking attitude within the GE teams was, oddly enough, the creation of a PowerPoint. So, we created a PowerPoint that it’s not a PowerPoint that was used in presentation. It was a PowerPoint presentation that was meant to be used by a salesperson when they went out to talk to the customer who might be buying a fleet of aircraft engines.

Hidden in the margins of that PowerPoint were a range of different little elements that the salesperson could use in having a discussion with the client to build a dashboard for the data that would be displayed by their software. The reason this was important from a human-centered design perspective was GE salespeople were accustomed to saying, “This is what we can do. Of those things, what do you want?” Or, having their customer tell them, “I need this thing. Go build this thing for me.”

So, by enabling, by building a tool which supported a conversation of needs and opportunities, we were able to help the salespeople begin to talk about something they were very unfamiliar with, with their customers which was what software might be able to provide that customer.

Pete Mockaitis
Understood. Okay.

Turi McKinley
So, the design thinking aspect of that is really on two parts, and when you are trying to change an organization you need to be able to think of the end-user, in this case that oil field manager or the person buying a fleet of aircraft engines, but you also have to be able to solve for the mindset of the employee within the company, so in this case that was the GE sales team and how could we understand their needs and how they think about a problem to be able to find a tool or a way of work that would help them begin to shift their processes and how they approach their relationship with their customers.

Pete Mockaitis
Okay. Excellent. Thank you. Well, now, I’d love it if maybe we could just hear a couple of the super brilliant actionable tactics that you found effective in terms of you’re working with different types of folks and trying to get brilliant ideas and creative flow. What are some things that any professional might use to get some more brilliant ideas and thoughts flowing when they’re collaborating?

Turi McKinley
Yup. So, super tangibly, I’ve been surprised at how many client org of my clients have trouble getting things like Post-it notes or other media that enables externalizing ideas and rapid moving and sharing of ideas.

Not that it’s hard to go to your local store and buy some Post-it notes because they’re super common, but some of the organizations I’ve worked with, the process of procuring Post-it notes through the procurement system is very challenging. Like the procurement team may have said that, “There is a limit of the number of Post-its that your division or your group or the supply closet can have.”

Pete Mockaitis
Oh, man. That drives me nuts.

Turi McKinley
Right. Exactly.

Pete Mockaitis
That just kills my inner enthusiasm really. Oh, boy. So, once you got the Post-it notes…

Turi McKinley
Right. Once you got the Post-it notes what do you do with it? So, the reason you have a Post-it note is not to use it like a notebook, to have lots of things for Post-it notes. The reason you have a Post-it note is to put one idea on a piece of paper so that you can share it with other people on your team. So, as you think about how you process or how you share, because design thinking is about collaboration, it is about how you share ideas with your team, think about using your Post-it note to be just one idea on a Post-it note, and make one or two words big. The big idea.

Use it like a headline on your Post-it note. Even if you make a few other words below it. But think about your Post-it note as a tool for sharing an idea and for putting it out there so that it can be grouped with other similar ideas so that, as a team, you can come up with, hopefully relatively quickly, a way of understanding shared ideas.

The other sort of next upskill from that is the skill of beginning to, when you look at a group of Post-it notes, ask yourself, “What’s important here?” Fundamentally, being effective in design thinking or really just collaborating with the team, the people who are most successful in driving collaboration are able to synthesize what’s been said in the group and share it back to the group.

So, there was a creative director here in New York who has since left, and he was one of the people that I learned a vast amount from. He would, in a, let’s say, hourly-long meeting with a client, he might be not saying anything during most of the meeting, but I’d see him making some notes on a piece of paper in front of him, and then some time, usually in the last 15 minutes of the discussion, he would stand up and he would go up to the whiteboard and take the things that had sort of been circled and grouped and thought about, and he was able to take that red marker, draw the two lines between things, and say, “This is what’s important. This is what we’ve agreed upon. This is what we understand now from this meeting.”

So, when you are leading a design-thinking team, you are leading a team that is open to ambiguity, that is out there generating a lot of ideas, there’s Post-its everywhere, the Sharpies are flying, but if those ideas are not able to be understood in holistic sense and synthesized into some understanding of what’s important, or, “What do we want to investigate next?” you will not be effective as a design thinking leader.

Pete Mockaitis
All right. Noted. Thank you.

Turi McKinley
I don’t know. As I think of tools from the very basic, having Post-it notes, to kind of the meta level, those are kind of the two layers. Having the tools, having the shared space, being in the room together is crucial. But as a team, you need to keep that goal in mind and you need to have the ability to synthesize information and ask yourself what’s important.

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

Turi McKinley
Sure. I’m looking back at some of the questions you asked. When we were talking about physical space, one of the things that I think is really important with having a space for design thinking, is that the reason you’re in a space together is to take your ideas off screen and out of the air and put them into a format that can be shared by the team.

The reason you want to do that is that everybody is going to be coming to it with a different set of knowledge, and you want to create a format whereby people can share their knowledge and it can begin to be structured and synthesized into a new understanding.

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

Turi McKinley
Let’s see, a favorite quote. You know, I was talking about synthesis and how important synthesis is in the design thinking process. Fundamentally, when you are designing something, you’re trying to solve a problem but you’re trying to make it real. So, I think one of the quotes that I really remember a lot is from Thomas Edison, and it’s, “Vision without execution is hallucination.”

So, as you’re working, the goal of anything that we do as designers is to make something real in the world. So, as much as we think of ideas and go open, we are going open, we are generating ideas in order to find the solution that we can build and bring to life in the market.

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

Turi McKinley
So, I’m really a fan of imaginative fiction so I’ve recently been re-reading a number of the Ursula Le Guin books. She asks very interesting questions in her fiction. I think the one I’ve been reading most recently is The Dispossessed, which is imagining that we are in a world where anarchy is the way of the social rule, and somebody from this anarchist planet goes to a planet that is a market economy, and the book is about his experience of that.

Pete Mockaitis
Oh, interesting. Thank you. And how about a favorite habit, a personal practice of yours that helps you be effective?

Turi McKinley
I listen to a lot of podcasts. When I go to the gym, I find that TED Talks are the perfect length for my 20 minutes on the treadmill or the jogging machine, and I feel like I’m not wasting time as I kind of explore new ideas as I run in place.

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

Turi McKinley
For me, on Twitter I am @turisays, T-U-R-I-S-A-Y-S, and @frogdesign is also great to follow on Twitter or LinkedIn, and visit our website.

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

Turi McKinley
I think being awesome at your job, the one thing I would say is figure out how you can be the best. I think my challenge would be that being able to synthesize what’s important is probably one of the most under-appreciated and most important skills that anyone working in a team can bring to the table.

Pete Mockaitis
All right. Thank you. Well, Turi, this has been a whole lot of fun. I wish you lots of luck and creative insights and a-ha moments in your design work and all that you’re up to.

Turi McKinley
Great. Thank you.

252: Creative Problem Solving through Design Thinking with Edgar Papke

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Edgar Papke says: "If we all just were more inquisitive with one another and listened better... the world is going to keep getting better."

Edgar Papke explores “design thinking” and best practices to foster unpredictable, creative, innovative ideas.

You’ll Learn:

  1. How three distinct workplace cultures solve problems differently
  2. The process of successful curious confrontation
  3. How to choose which problems are worth pursuing

About Edgar 

Edgar Papke is an author, speaker and globally recognized expert in business alignment, leadership and organizational culture. He is the author of True Alignment: Linking Company Culture to Customer Needs for Extraordinary Results, The Elephant in the Boardroom, and numerous essays and articles on business and culture. Edgar provides coaching and consulting to CEO’s and executives, delivers keynote speeches and presentations, and works with leadership teams to improve their alignment. He was recently honored as the Impact and International Speaker of the Year by Vistage, the world’s largest organization for CEOs. Worldwide, over 20,000 executives and leaders have attended his workshops.

Items Mentioned in this Show:

Edgar Papke Interview Transcript

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

Edgar Papke
Well, thanks. Yeah, it’s a real pleasure to spend time with you.

Pete Mockaitis
Oh, boy, I think we’re going to have a lot of fun. And I was intrigued digging into your background. So you’ve got three albums of music, whether it’s a singer or a songwriter, a degree in Culinary Arts, and you do a whole lot of the speaking/consulting workshop thing. I want to get your take on, what is it that you delight in within these kind of different-seeming fields, and is there a common thread that really kind of works with you and how your brain functions?

Edgar Papke
Yeah, very much so. I think right at the core of it is a common thread that runs through just about all of my work and anything that I do, both professionally as well as pursue artistically – is art, it’s creativity, and just allowing myself to explore and discover and express creatively, is that common thread. And then around that there is this desire to learn and explore. So whether it’s learning to play a musical instrument better, learn how to sing better, or how to create a great dish in the kitchen, or writing a book – to me it’s all a creative process and a learning process. So there’s always the learning that goes with it, which just fascinates me.

Pete Mockaitis
Yeah, that is good. And I didn’t think we’d go deep on here, but I have to touch upon it. So right now as you talk about the learning and how that’s sort of intrinsically enjoyable to you, I guess the first thing I thought about was Carol Dweck’s fixed mindset versus growth mindset, and how it seems like you are just very comfortably situated in a growth mindset. Well, you tell me – it sounds like you’re not stressing if the dish you create is terrible, or the instrument you play sounds harsh and shrill and annoying to anyone who’s within earshot. You’re just digging the growth. Any perspectives you have, in terms of how you keep that kind of alive, or does it just come totally naturally to you?

Edgar Papke
Yeah, I think there’s that aspect of it, and there’s I think an ongoing conversation about letting people fail in the business world and in organizations. And I don’t really think of a moment in time or an outcome as ever being a failure; not much anymore. I think I used to do that much more when I was younger. I’ve come around to the idea that everything that I do is a prototype of one type or another, and so it’s not so much a failure as an outcome. And the outcome is just another step along the way.

I know it may sound corny to call it all one long journey, yet it is. And so every time I endeavor into something I’m willing to do it and then let go of it into the world and just keep moving on with it. And yeah, I’ve done a lot of things that just somebody would look at and say, “That’s kind of crazy” or, “That’s not perhaps as good as it could be.” And yet for me as long as I’m trying my best and as long as I’m putting something out there that I can continuously improve from – that makes me happy, and I do think that that’s part of the human endeavor – that ability to pursue knowledge, to create, to expand our personal and social horizons. I think that’s a necessity of the quality of human nature.

Pete Mockaitis
I dig it, I dig it. The human experience – it’s starting deep. And even that turn of phrase – I think I’m going to stick with that in my own personal life and viewpoint. Everything I do is a prototype, because just the word “prototype”, at least for me… I don’t know, I have already just fantastic connotations of a prototype, is one – progress. It’s like, “Hey, I’ve got a prototype.” “Cool, let me try it out. Let me take a look.” Once you go from an idea or a rough sketch to a prototype, equals progress. And at the same time it implies unfinished-ness. So, at least for me, it’s hitting my emotional cords just right to say everything I do is a prototype, because it is simultaneously cool progress, but also unfinished, and nobody should expect it to be finished. It’s just a prototype, so chill out about it.

Edgar Papke
Yeah, and that’s what attracted me initially to the ideas around design thinking, because design is change, it’s art, it’s a creative approach to solving problems or using an idea. And I think that’s what design thinking and my work with Tom has been all about – the co-author Thomas Lockwood of the book. I know he’s extremely, extremely creative, and he’s also very logical and sequential in his thinking. I lean much more towards the creative side, the freewheeling side; yet in my personality there’s always this quest to be more competent, to try and master something and get something to a certain point, and knowing that whatever point I get to is just another stepping stone moving it forward.

That’s what design thinking is really all about in an organizational context. We don’t really get hooked or get too rigid about anything that we’re doing or an outcome that we have. Rather we keep seeking a better or a more advanced way of doing something or creating something.

Pete Mockaitis
Okay. And so then the design thinking – this term has come up a couple of times on the show. But I’d love to hear your crack at it. How would you sort of define this term? If someone says “design thinking”, what is that generally referred to?

Edgar Papke
And in the book we talk about this as the
collective imagination and what design thinking brings out is just who we all are as human beings, and that’s our creative capability. So design thinking in and of itself is looking at a problem or looking at a situation very contextually, and looking at it in a holistic way and starting a conversation of what’s possible. And from there it leads into more process or systemic ways of coming at that in organizations.

One of the things that we really enjoy is some predictability of how things are going to get done, and design thinking gives people permission in organizations and in teams and groups – it gives them permission to be more creative, to express themselves more freely, to pursue knowledge and ideas in different ways. That pretty much in a lot of organizations gets dampened, it gets suppressed by wanting too much process. And really in and of itself it’s kind of an interesting dynamic, because you’re applying a predictability or a process to more unpredictability, more creativity, more freewheeling thinking, an idea generation.

So design thinking in and of itself – it’s an approach, it’s a process, and it’s a mindset; it’s a way of thinking. Much like you and I have been talking about it, it leans much more into possibility-thinking than it does into restricting or being rigid about our way of thinking or seeing the world.

Pete Mockaitis
Okay, thank you. And so then, your book here –
Innovation by Design – you lay out some perspectives and practices that can unleash great creative and innovative things in organizations. So, I’d love to hear the sort of top level thesis, in terms of, ultimately what is the distinction or the key to go about tapping into and leveraging more great innovation?

Edgar Papke
It’s an excellent question, and what comes to mind immediately for me, and one of the things that we looked at through the lens in doing research for the book, is the connection between design thinking and creative thinking in organizations and their cultures. When we look at high-level what we do, there’s always a “What” and then there’s an emotional driver of “Why” behind it. Then we start getting into the “How” part of it.

And culture really is all about how things get done and what’s expected of people in terms of their behavior, what’s acceptable or unacceptable. And I think one of the keys here is to really be able to understand how problems get solved, how decisions get made, how conflicts get managed in an organization, and how its culture informs people about how to go do that, and then be able to understand how design thinking as an approach, as a process both fits a culture, as well as can move a culture. And what I mean by “move it” is in positive and more innovative ways.

Pete Mockaitis
Now, I love how you say it’s so important… Well, you didn’t say it, but I think you believe it, that it’s important to have some clarity associated with those areas – how decisions get made, how problems get solved. And I’m having flashbacks to consulting work at Bain & Company, in which we used a tool called the “RAPID framework” for decision-making, like who has what role for a given decision – who makes a recommendation, who approves it, who performs it, who provides input, who ultimately owns the decision. So it’s the acronym RAPID. And I found that so helpful, because in some organizations there are some decisions that are quite fuzzy – it’s wildly unclear who really has the decision. Everyone’s kind of concerned about covering their rears…

Edgar Papke
That’s the same thought I just had, was in some instances people don’t want to make the decision.

Pete Mockaitis
Oh, certainly.

Edgar Papke
Because of potential consequences.

Pete Mockaitis
And so they rope more and more and more people in to provide input, such that it’s like someone can be blamed or whatever. So, I’ve seen in my own working life how bringing clarity to decision-making is fantastically helpful and useful, in terms of the, “How does this given decision get made?” Could you search with us a little bit in terms of how do problems get solved? Could you maybe lay out the menu of options associated with, “Hey, in some organizations problems get solved in this kind of way; and others in that kind of way”?

Edgar Papke
Yeah, and we break it down in my previous work through
True Alignment, we break it down into three distinct types of cultures. And so, from that, you can use those as a springboard to see how decisions are made in different ways. One culture we call a “participation culture”, which is very collaborative, and so decisions are much more driven… Leaders don’t own a decision as much as a group does, and so there’s much more of a collaboration consensus-building and a quest towards agreement within the group as to what the best path is, not just to buy in; rather to gain a high level of commitment to the decision and the outcome that’s being reached.

That’s different than an “expertise culture”, where decisions are generally driven by those that either have the authority, or by way of establishing and demonstrating their competency, that they’re given the power influence to make decisions. So it’s less of a collaboration process; it’s more of, we either turn to the experts, we turn to the people with the authority, whatever it happens to be.

And then there’s also a third one, which is “authenticity cultures”. And there’s a great degree of personal empowerment that takes place, so decision-making can be driven very rapidly by individuals in whatever situation that they’re in because they feel empowered and they’re given the right or they’re expected to make the decision at a very personal level.

So you can hear there are some distinct differences. And it’s interesting to note that those elements become very important in terms of how problems get solved as well. Do we collectively come together, do we turn to experts or have one or two people solve a problem for us because we deem them to be the most competent, or is it a matter that everyone gets to explore and learn and everybody gets to take risks? So even risk-taking takes on different definitions.

What is interesting about that is that very often leaders don’t pay enough attention to that in organizations, and so there’s a degree of disconnect. In other words, in an expertise culture sometimes a leader will say, “Well, I want people to feel empowered, I want them to make decisions”, etcetera. Yet the reality is that people are constantly seeking permission or going to one or two people in the organization to solve most of their problems and make decisions for them. So it’s very interesting how often leaders and mangers don’t really know how to interpret their culture, and don’t really have a map for it.

Pete Mockaitis
Right. Well, that’s very thought-provoking, and I could chew on that for a while. But I’d instead maybe like to zoom in on… In your book you lay out 10 attributes that sort of facilitate great innovation. And as I peruse them, it seems like a number of them are maybe helpful at sort of the more senior leadership level – and correct me if I’m mischaracterizing anything – and others seem like that’s something absolutely any professional can do, no matter their stature or authority or absence or presence of direct reports. So, could you share maybe a couple of the practices that are amongst the most actionable and universal for all professionals?

Edgar Papke
Yeah, I think all 10 of them are accessible to anybody in any part of the organization or at any level of an organization, at least from an understanding perspective
. The first one that we talk about in the book – “design thinking at scale” – has a tendency… We probably look at it from atop of the organization, say, “Well, how do we train and how do we move design thinking or the process of design thinking through an organization?”

And yet we find that the organizations, and those in our study group in the book, that do it exceptionally well, are the ones that engage everyone in the organization in learning the process of design thinking – how to look at a situation with empathy through say a customer’s eyes or another person in the organization, their eyes, and what the context that they’re in, and be able to solve problems well at that level. So I think that they’re all accessible and it really has a great degree to do with how leadership approaches it and how it moves through an organization.

That being said, I think the ones that really step out most often for anyone to be able to use are, one is the attribute of curious confrontation, because as we well know from our experiences, just about everybody struggles with how to manage conflict effectively, especially in the workplace. Conflict is an ongoing challenge that we all have as human beings. And curious confrontation is really taking a look at the term itself “confrontation”, meaning to face the truth.

I don’t have to have a solution to a problem or have a solution to a conflict that I’m in with someone or within a group. What I do need to be able to do is to step into it and to be able to say, “There is something we need to talk about here. There is a conflict, there’s a disparity in the way that we see or think about things, and let’s have a conversation.”

And the curiosity element is the one that says that there’s a desire to explore, a desire to investigate, a desire to peel away the layers in the conflict and see what’s really at the core and what the core problems are. So, anyone in an organization can actually learn to confront through inquiry and to ask questions, as opposed to always just stepping into everything with an answer. And that in and of itself is very, very powerful for any of us to engage in, whether it’s in the workplace or in our personal lives.

And also the aspect of co-creation – just a simple idea that we rely on one another in our creative process. In other words, great innovation and creativity is the building of one idea upon another. And it goes back to earlier in our conversation about prototype – “Here’s one idea; let’s build on the idea.” And so this idea of co-creation is really leaning into including people around us in ways that we probably haven’t done before, and asking them to help us to be creative in solving problems or finding new paths to innovating at higher levels.

And so much of what we do, we have a tendency to just look at our own world or live in our own world, whether it’s at work or in other parts of our lives, without really reaching out or opening up to engaging others in creating and finding solutions to the problems that we have. So the idea of co-creation and opening up to that, I think is a wonderful attribute for anyone to have as an individual and to be able to use.

Pete Mockaitis
Okay. So, I’d like to hear a couple of things here. When it comes to curious confrontation, I guess a couple of things are coming to mind. And one – a friend of a friend mentioned that he or she had a coworker who would often just shoot out an email note like, “Several of my comments have not been integrated into the document.” So, this person did not have a solution, which is I guess pros and cons. Some folks will say, “Don’t bring me a problem without a solution”, and you’re saying it can be totally cool to say, “No, I don’t know the answer yet, but we’re going to engage in a curious confrontation, and that’s cool.”

And then I guess there are other times when someone just makes an observation like that – it’s like, “I don’t know what you want me to say or do, or this doesn’t really warrant any conversation time right here or now.” It’s sort of like, “Should I drop everything and say ‘Yes, you’re right. I looked at your comments and I determined that they did not in fact strengthen the document, given these rationales.’”

And so I guess at times I’m thinking that could be very helpful for folks to learn and grow and develop and get more tuned into the brain and the goal of the leadership, and getting sharpened and strengthened and challenged. And the flipside – that could just take a whole lot of time for that. Is that really a smart use of resources? So, how’s that for a curious confrontation? I’m just going to drop that in your lap, Edgar. What do you think of that?

Edgar Papke
Well, several thoughts crossed my mind as I’m listening to you, so let me go back to the beginning and then work my way through it.
The first one is, a lot of times people use this statement: “Don’t just bring me a problem; bring me a solution.” Unfortunately, if I don’t have a solution, and that’s the price of admission for us to have a conversation, we’re going to have a hard time talking about things. My preference is always to – and I coach leaders to do this directly – is, stay away from that part of, “If there’s a problem and you want to talk to me about it, bring me a solution”, is probably better delivered by just changing it slightly to, “If you identify a problem and you want to talk about it, let’s talk about it. I’d like you to find a solution or think about possible solutions. If you can’t come up with anything, let’s talk anyway.”

I think we’ve got to always have the door wide open as leaders to engage in coaching and learning with the people around us. And so, “Bring me a solution” – I like the idea of, “Try and bring me a solution. If you can’t, let’s talk anyway.” Because a lot of times problems don’t get surfaced because people are afraid to talk about them, because they’re going to be seen in a light as not smart enough or not competent enough or not doing enough about it. So that in and of itself I think can be problematic.

Going back to your example – your example is a really good one. So somebody shoots off some emails and they’re not responded to. There’s three things that everybody always wants – it’s human nature. And this is also what wraps around the idea of the collective imagination and who we are as human beings and how we innovate. And one of them is that we all want to be heard, we all want to feel a part of it, be acknowledged. And when we’re not acknowledged, we feel ignored, and that’s very problematic.

So I think if somebody’s sending emails and they’re not responded to, and they raise the issue, rather than have a quick come-back for it or have an answer, sometimes it’s just simply to ask somebody and open up to the idea of what’s important to them – to say, “Okay, yes, I didn’t respond – let’s speak truthfully here – I didn’t respond. And let’s talk about what’s important to you – about this issue or about your ideas.”

And if I did, by the way – like in your scenario – if I did take a look at the emails and I didn’t think they were good ideas, then it’s probably a little bit of a problem why I didn’t communicate back with you. So a lot of times I think it’s also a matter of being responsible to our relationships and to be able to do what we need to, to respond in a human way, to not ignore, to pay attention. And very often rather than if somebody does confront us with an issue or we have to talk to somebody about something, I think inquiries about being able to open up the conversation to, “Help me to understand what’s important to you about this, and what your ideas are and what might work and what might not.”

I think there’s not just only a coaching opportunity for leaders in these kinds of conversations. I think just with coworkers, I think it’s important to recognize that if we take the time to build relationships at the level that we need to, then a lot of the time that we spend in dysfunctional conflict and not being able to talk about things or having to go back and fix things – I think we can avoid those. We can move past those much more quickly if we have a good ongoing relationship. And that does take time; it’s like any other great relationship – take the time upfront and you’ll save a lot of time down the road.

Pete Mockaitis
Well, Edgar, I appreciate that and I think you have a kindness and generosity about you in that response. And I guess my knee-jerk reaction in hearing this story relayed, I was thinking, “Who expects to have 100% of their comments integrated into any document ever?” It’s kind of like the nature of the beast, is that when you have a lot of cooks in the kitchen, some of your ideas will stick and some of them won’t, and it might be a little unrealistic for a person to just sort of say, “Not all of my comments made it into the document”, as an expectation.

But you’re saying, to paraphrase, it sounds like maybe that relationship isn’t at the strongest – that they feel ignored, hurt, unseen, and thus, this is sort of like a request to address that matter. And so there could very well be some “valid, deep-seeded” things, in terms of their beliefs and values and input that are not getting acknowledged, as opposed to, this is just an annoying coworker who has unrealistic expectations who needs to get over it.

Edgar Papke
You’ve just really touched on something really powerful, and that’s the
idea of expectations. One of the things that we generally don’t do well enough in any relationship, especially within a group context in the workplace, is talk about the expectations we have for one another, how information might be used, how well we’re going to be heard by one another, how we expect responses from one another. Unspoken expectations wind up getting us into resentment and into conflict that’s often unnecessary. It’s a slippery slope. So bringing expectations into the spoken realm becomes key.

And I’m going to tie that back, if I may, back to design thinking, because if you have a process through which people are heard, how they can engage, that they can predictably be open and willing to express themselves freely around their ideas, around concerns or whatever it happens to be, in and of itself you’re creating an environment of some predictability of expectation of how things are going to happen. So, the idea of design thinking of itself is to have inclusion, it’s to have involvement, it’s about sharing information and it’s a different way of working together. And it does in fact satisfy a level of expectation need that we all have. Yeah, go ahead, please.

Pete Mockaitis
Oh, I like that. So absolutely, you’ve zeroed in on that. It’s like, it seems as though we have a mismatch of expectations. I’m sort of imagining lots of inputs coming in and we’re just going to quickly triage them and going to get the document out the door quickly, given the timeline. And it sounds like you may have the expectation that each of your comments will be absolutely integrated. Is that fair? And then you can have that conversation, dialogue, and then it seems like everybody wins. So, I like that notion of, there are unspoken, mismatched expectations at work in that example and it’s great to get after them.

And there might be an epiphany moment, like, “Oh, okay, so nobody gets all of their comments integrated into the document? Oh, that’s totally cool. Okay, well sure, I didn’t know that’s the game we were playing here.” And then we’re all aligned there; that’s awesome.

So, I also want to follow up on co-creation. Could you maybe just give us an example or two, in terms of, you talk about we’re often in our own worlds, doing our own thing and missing out on the opportunities to really co-create something cool by reaching out in different places. So, could you maybe bring that to life with an example or a case study?

Edgar Papke
Yeah, sure. One of my favorites is actually what Visa does in their innovation centers. So Visa is one of the companies we talk about in the book, and they have a d
esign function within the organization that specifically is geared towards bringing design thinking throughout the organization as a whole and involving everyone.

And what they’ve done in the co-creation space is they’ve opened innovation centers. They have several – one out in the Bay Area, in San Francisco, one in London. And what they are doing is inviting the actual customer in. So they’re doing business-to-business and of course there’s the business-to-consumer of their customer experience that’s taking place. And so what they do is they invite the customer into the innovation center, and they actually recreate or create a retail experience of some kind for a customer, for a consumer, and will get inputs from different people as part of that process, all the way down to the consumer.

So you have Visa, then you have the business itself, say whether it’s a Costco or a Neiman Marcus, whoever it is that they are working with, and then they also include their consumer, and they co-create and look at what the actual experience is of the shopper in a retail space. So you actually create the environment and the co-creation process is everyone begins to get involved in a particular innovation, whether it’s an information component, whether it’s an actual experiential moment that a consumer has, whether it’s online or in a retail environment. And so this co-creation is really about a broader involvement, different parties getting involved and bringing their ideas and bringing their thoughts into the process.

Pete Mockaitis
So, as we say the “retail environment” – so we’re actually inside a Costco with a customer, and just sort of maybe talk it out loud, like, “Hey, what are you thinking about this credit card swiper right now?” And see what happens?

Edgar Papke
Yeah, pretty much you’re taking it down to that level and see what exactly does the experience look like and how do we get input into that, so that we contextually can better understand and better create solutions to problems and create new ideas and new ways to do things.

Pete Mockaitis
Oh, that’s good. And so then that can really surface some of the nitty-gritty, in terms of, “Do I have to push English or Spanish first before I can swipe it, or can I go ahead and swipe it?” or, “Is it a chip, is it a tap, is it a swipe? How do I know when it’s ready for my swipe?” So you could really probably zero in on some of those things that might be sort of not in the immediate consciousness of a Visa executive.

Edgar Papke
Yeah, very much so. Also in the book we write about New Zealand Trade and Enterprise, and their co-creation process is broader. So New Zealand’s Trade and Enterprise group – what they’re responsible for is for expanding New Zealand’s economy on a global basis. So they also invite entrepreneurs and business owners and executives from different companies in New Zealand into the process, and they take that all the way out and do co-creation and training around design thinking that then can be used worldwide in different markets in different ways with different customers and consumers, as well as different companies.

So this co-creation can be very expansive, and it allows us to be able to integrate different ways of thinking and different ideas much more readily and quickly, as well as the creative process is more expansive, so it’s more open. And as a result of that, your ability to identify and to solve problems or identify and create opportunities is much faster, it’s much more fluid. There’s also this aspect of free expression that we all enjoy as human beings naturally, which is just to throw ideas out and see what happens. And a lot of the co-creation process and great ideas actually get generated that way.

Pete Mockaitis
Cool. So now you also have an attribute that you mention called “going after the right problems”. And so, what do you mean by that, and is it common to slip into addressing the wrong problems, and how do we keep our mental acuity to stay focused appropriately?

Edgar Papke
Yeah
. I think what happens a lot and we all, I believe, have this experience, is that very often we look for the shortcut or look for the easiest problems to solve. Sometimes we’re not going to take the time to collect all the information that we need to identify what a real problem can be. This attribute is coming at it through the lens of identifying what the right problem is; it becomes key to success in innovation and business.

It really does mean paying much more attention to the consumer and to the customer, and ideally involving them in identifying what is it that they’re really seeking and wanting. I’m going to go back to something that you mentioned before that I think is powerful, is that, “Do I have to go through a sequence for you as a provider of a product or service to understand who I am?” So, whether it’s in Spanish or English or whatever language it happens to be, how quickly can you communicate with me in a way that I feel both appreciated, that you’re paying attention to my way of communicating, as well as how easily you can communicate with me.

So I think when you start peeling that one away, you might say, “Well, the problem isn’t how do we guide someone into our way of doing a transaction. Perhaps what we do is we understand who the customer is and we create a technology that allows us to respond to that particular customer in a way that makes them comfortable.” In other words, if I’m Spanish-speaking and you understand that as a provider of a product or service, the right problem may not be that you put me through a process that you want me to go through; rather you design a way of interacting with me, whether it’s artificial intelligence or using whatever technology that you have, so that my comfort in communicating is much more immediate and allows me to actually be able to communicate in the way to get what I want.

Pete Mockaitis
Okay, cool, thank you. And so, Edgar, tell me – anything else you really want to make sure to mention before we shift gears and talk about some of your favorite things?

Edgar Papke
I think there’s one other aspect of this that I think is important, and
that’s another one of the attributes, and that’s this idea of “open spaces”. What we find more and more are these community-like spaces at organizations and that we’re creating in the workplace. And so when you start thinking about open spaces and whole communication… And whole communication is taking on different forms – different forms of art, different forms of expression that you see people using, and co-creation in and of itself – you see how these then come together, you see co-creation in open spaces, community spaces, where people can interact much more easily with one another and things are much more fluid.

That seems to be one thing that any organization can undertake to help them to be more successful, especially when it comes to design thinking. So, walking into a conference room or a boardroom and rather than having paintings on the wall, having white space on the wall for people to build ideas and to draw and to capture different ideas and build on them as they move forward over a period of time. So you see all of these attributes coming together in such wonderful ways. And one of the keys is to create the spaces for people to be able to engage one another and have that sense of both community, as well as a sense of a shared purpose. 

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

Edgar Papke
The first thing that comes to mind is actually something that comes from one of my heroes, one of who is Bob Dylan. And some time ago, in an interview somewhere I came across his thoughts that everything comes in threes. His way of describing it was that the blues in music is that you’ll have a 12-bar blues and it’s only wrapped around three chords. And what happens is that two cords create a tension and then the third one comes along and breaks that tension, or it takes the listener in the direction. And it builds suspense, it also delivers a resolution.

So, when I think about that and I think about how innovation occurs, there’s always these three key elements that we’re engaging in. One is that element of what it is that we’re wanting to do, and then the emotional element of “Why”. And what design thinking does in relationship to that idea, that somewhat of a quote from Dylan, is that this third piece – that creates a resolution to the tension. And if you look at “What”, “Why” and “How”, we can’t really have two successfully without having the third.

So if we have a clarity of what we want to accomplish and we have an emotional driver of “Why”, then we need to be able to understand how to get there, and what’s the process or what’s an approach to doing that. Much like if we had a “How” and we had a “What”, if we don’t have an emotional driver of “Why”, then nobody really emotionally gets engaged in pursuing the outcomes that we’re trying to create and how we do it. So there’s this element of always looking at it through that lens.

And we also do that in the book around the ideas around the collective imagination, where we talk about our human capacity and desire to participate, our desire to pursue knowledge, and our desire to express ourselves freely, that those are the aspects of human nature that drive our innovative thinking. And it’s important to always recognize the importance of having all three. You can’t really do it on two; you have to have that third.

And that simple idea that Dylan puts forward to say you’re always going to have a tension between two things in life, there’s always going to be two things that we want. It’s the third one that we need to create a resolution to move it forward. And I think design thinking does that a lot – it gives people a “How”, in terms of how to approach and be more innovative and creative and get the things out of life that they want.

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

Edgar Papke
I think some of the wonderful things that Peter Drucker… And I’m going to say that there is more of a body of research in particular that Peter Drucker, one of the great management minds I think of just human history – he had a wonderful way of coming at things. And one of the things that I grab hold of is this simple idea… He wrote a book at one point about questions, and a great set of questions to ask in an organizational context.

And they do wrap right back around to things that matter most to us: What it is that we’re trying to achieve and why, and what is the true benefit we’re trying to create? And in an organizational and management context, how can we best make that happen? And I find that over time I keep going back to Peter Drucker’s work, because he was on the forefront of inquiry and asking wonderful questions as to how organizations and leaders, how they can perform at their best.

And then the way Thomas Lockwood and I in writing the book – we came at it, we started with that simple idea in mind: Let’s pose a question and let’s research, and let’s find out what great innovative organizations do and how their ability to use design thinking to be more creative and more innovative – what does that look like and is there something that’s of value in that? And I think Peter Drucker provides a wonderful model for that.

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

Edgar Papke
Catcher in the Rye, and Leonard Cohen’s Book of Longing, are the top two that come to my mind.

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

Edgar Papke
A guitar.

Pete Mockaitis
Okay.

Edgar Papke
Yeah. When I need some creative space, I stop what I’m doing and I pick up the guitar and play music. That very often just opens my mind up.

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

Edgar Papke
Eating well. Sometimes it’s a bad habit. Being a former chef and having gone to culinary school, I love to eat good food, and I think it’s habitual. It’s a part of our family life as well.

Pete Mockaitis
Awesome. And is there a particular nugget that you share with your audiences or your consulting clients or in the book that really seems to resonate and gets folks kind of quoting yourself back to you?

Edgar Papke
I think the one thought that comes back the most often is that the most powerful thing we have in life is choice. Just the simple idea that if we’re open to ourselves and the world around us, we’ll always find that we always have a choice in what we do and say.

Pete Mockaitis
Cool. And is there a particular place that you would point folks if they want to learn more or get in touch?

Edgar Papke
Yeah. One of course is the book, and you can get that anywhere – on Amazon and book sellers everywhere. So, just the book Innovation by Design. And we’re launching a website InnoAlignment.com, and that’s where Thomas and I are sharing our collaboration and the work that we’ll be doing together going forward.

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

Edgar Papke
Yeah – to listen more. To just inquire and listen. Lead with asking good questions, sometimes the simplest question of all, which is, “Tell me more. What’s important to you? What are you thinking? Help me understand.” I think if we all just were more inquisitive with one another and listened better to one another, I think all of us would have better lives and I think progressively the world is going to keep getting better as long as we do that.

Pete Mockaitis
Oh, yes. Well, Edgar, thank you for these sort of inspiring and uplifting perspectives. I agree, the world would be a better place if we did some of these things. And so, it’s been a helpful reminder for me and hopefully for everyone listening. And I just wish you tons of luck with the book and all the people that you’re impacting here.

Edgar Papke

Yeah. And thank you very much. This has been a real pleasure. Thank you for the conversation, thanks for your great questions, and again, the opportunity to spend this time with you. Thank you!

245: Getting into Flow…Repeatedly with Steven Kotler

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Steven Kotler says: "Flow follows focus."

Author and researcher Steven Kotler lays out the pathways to the optimal state of consciousness called flow.

You’ll Learn:

  1. The golden rule of flow
  2. How to find flow using psychological and neurobiological triggers
  3. How to take breaks without interrupting your flow

About Steven 

Steven Kotler is a New York Times bestselling author, an award-winning journalist and the cofounder/director of research for the Flow Genome Project. He is one of the world’s leading experts on ultimate human performance.

Items Mentioned in this Show:

Steven Kotler Interview Transcript

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

Steven Kotler
Pete, it’s my pleasure.

Pete Mockaitis
Well, first things first, I got to know how you broke 82 bones.

Steven Kotler
It’s actually 83, but so, you know, I’ve spent essentially my entire career asking the same question which is, “How do people do the impossible? How do you level up your game like never before?” And I came to that question through a really weird door. I walked into the door of journalism and I became a journalist in the early 1990s, and back then action sports, so surfing, skiing, rock climbing, snowboarding and the like were really hot topics, and back then if you could write and ski, or write and rock climb, or write and surf there was work.

Couldn’t do any of those things super well but I really needed the work so I lied to my editors and I was sort of lucky enough to spend the better portion of a decade chasing professional extreme athletes around mountains and across oceans, and when you’re not a professional athlete you spend all your time chasing professional athletes around mountains and across oceans you break a lot of things.

Pete Mockaitis
Okay.

Steven Kotler
Which is how I ended up breaking 83 bones along the way.

Pete Mockaitis
So, I’m curious, now how many different bone-breaking episodes was it that accumulatively totaled 83?

Steven Kotler
Okay. So, when I was 16 years old I skied off a cliff in Switzerland and split my patella. Two weeks later after I got home out of the hospital I was in a car wreck and split my other patella. From that point on my legs did not fold properly, so when I started chasing professional athletes around mountains and across oceans, every time I impact that create a micro fracture into my legs.

So, when I had about 67 micro fractures they all turned into a major fracture. So, 67 of those happened over a really long period of time but they all kind of happened at once. It’s a very funny thing to go to your doctor’s office, the doctor looks at you, he holds up your X-ray and says, “All right, so how did you get here?” And I said, “Well, you know, I parked my car and I walked.” He said, “No, you didn’t. Don’t lie to me. You can’t walk. Look at your X-ray. How did you get here?” And I said, “Well, I walked.” And he said, “No, no, you’re lying to me. You can’t walk. Look at your X-ray,” which was pretty funny.

Pete Mockaitis
Well, that’s a whole other subject. So, you only have basic mobility and capability to deal with pain. How do you like live your life with that?

Steven Kotler
It’s really funny because people ask me that all the time. And I’m 50, I still spend, you know, I still ski about 50 days a year, I still chase professional athletes around mountains, I mountain bike another 30 days a year. I’m really active. I have almost no pain. And I credit a lot of it to Ashtanga yoga. I mean, I’ve lived through ways, I’ve done a lot of stuff but I found that as long as I continue to do Ashtanga yoga I have almost no pain.

Pete Mockaitis
All right. Well, that’s a little bonus tip we weren’t expecting. Thank you. Cool. Well, now can you share with us a little bit, what’s the Flow Genome Project about and your research there?

Steven Kotler
Absolutely. So, at the Flow Genome Project we study ultimate human performance, right? We study what does it take to be your best where it matters most. And we’re a research and training organization. And on the training side we work with everybody from kind of the US Special Forces, the Navy Seals and such, through kind of elite action adventure sports athletes and like professional athletes to companies like Google or Ameritrade, we spend a lot of time on Wall Street to average individuals.

And on the research side, we’re the largest, I think the largest, open source research project into ultimate human performance in the world. And kind of at the heart of all the work we do is the state of consciousness known to researchers as flow. So, you may know flow by other names. We call it when we’re in higher, being in the zone or being on conscious, flow is the technical term. And it’s defined as an optimal state of consciousness where we feel our best and perform our best.

And, most specifically, it refers to any of those moments kind of wrapped attention and total absorption. When you’re so focused on the task and have everything else just vanishes. Actually awareness will emerge, your sense of self disappear, time will pass strangely, it’ll slow down or it’ll speed up, and throughout all aspects of performance – mental and physical – go through the roof. So, flow is sort of the source code, the signature of ultimate human performance, and pretty much any domain you study, and so that’s at the heart of the work we do.

Pete Mockaitis
Okay. So, that’s so good. So, now you’re bringing me back to memories of reading Mihaly Csikszentmihalyi’s book Flow: The Psychology of Optimal Experience, I think, was the subtitle. And so, I remember a chart that stayed with me forever with regard to one of the keys to getting into flow is that the task is not too easy, then you’re just bored, and the task is not too hard, then you’re just overwhelmed and stressed, but that the task is just right with regard to having a bit of challenge that requires a little more attention, and focus, and absorption in order for you to execute it.

Now, in your most recent research, does that hold true? And what are the most kind of essential other core ingredients to reaching that flow as often as possible?

Steven Kotler
So, you are absolutely correct, you’re talking about what’s known as the challenge skills balance.

Pete Mockaitis
All right.

Steven Kotler
And you are absolutely correct in your description. Emotionally we say flow shows up not on but very near the midpoint between boredom, not enough stimulation or not paying attention, and anxiety while way too much, right? In between is this sweet spot of what’s called the flow channel, or if you speak physiology, it’s the Yerkes-Dodson curve. Nonetheless that is still, so what we were talking about is a flow trigger, a pre-condition that leads to more flow.

When Csikszentmihalyi did his original work, these weren’t really well identified. It’s 20 years later and we now know there are 20 different triggers for flow. There are probably way more but we’ve identified 20 triggers for flow, 10 that produce individual flow with you and I would be like low in a flow state. And then there’s shared collective version of flow state known as group flow, that it shows up very commonly at work.

If you’ve ever taken part in a great brainstorming session, or you’ve sung at a church choir, or played in the band, or seen a fourth quarter comeback in football, or if you happen to see what the Patriots did to the Falcons last year in the fourth quarter – perfect example of what group flow looks like.

So, we got 10 triggers on each side, and the challenge skills balance is obviously, one of them is actually – it’s funny that you remember it, it’s a good one to remember – it’s often called the golden rule of flow. A lot of people thought about as the most important of flow triggers.

Pete Mockaitis
Okay. Well, so it’s the only one I know, and you got 19 more for us. So, how would you like to tackle this? In terms of I’m interested in the ones that are the most powerful, the most easily accessed by the greatest number of people. That’s probably the great magnitude right there.

Steven Kotler
Yeah, so let me give you a quick-and-dirty overview of some of this stuff.

Pete Mockaitis
All right.

Steven Kotler
So, the first thing you got to know is the most obvious, is that flow follows focus, right? The state only shows up when all our attention is focused on the right here right now, so that’s what these triggers really do. They drive attention into the present moment.

Pete Mockaitis
Now, if I could hit that, when we say flow follows focus, a corollary to that then is that you focus first and then flow comes as opposed to you hope that flow shows up and then you’re able to focus. Is that fair?

Steven Kotler
Okay. So, when we work with organizations, the first thing I always tell people is if they can’t hang a sign on their door that says, “Bleep off, I’m flowing,” they’re in trouble. And the reason is you need intense focus and uninterrupted concentration for flow. And the research actually shows 90- to 120-minute blocks of uninterrupted concentration are the best, and that if you’re doing something really creative you may need to stretch that out even up to like four hour blocks a couple times a week.

So, if you are running an organization or working in an organization where the – which is very, very typical these days – messages have to be responded due in 15 minutes, an email within an hour, those are horrific working conditions, terrible working conditions because you are literally blocking the very state of consciousness, the very kind of focus you need to perform at your best.

And let me just put some numbers around the boost you get from flow. I can go into the research, behind all this stuff that you won’t, but you have to understand the upside we’re talking about is McKinsey did a 10-year study, if a topic that’s good, it was reported being 500% more productive in a flow. It’s a huge boost.

Research done by Milo organization, done at Harvard, done at bunch of other places, have found that creativity spikes 400% to 700% when in flow. Research done by the Department of Defense found that learning goes up 470% in flow, so these are huge, huge spikes in cognitive performance. So, it’s really worth kind of trying to alter your working conditions to produce them because the benefits are significant.

Pete Mockaitis
You know, that is so striking. I got to speak up on behalf of any skeptics in the audience, like, “Whoa, how are they measuring a 500% bump in productivity or creativity or learning?” Do you have a sense for the score?

Steven Kotler
Yeah, so they’re measuring in lots of different ways. And it’s funny, because we’re relaunching that. We want a better look at the productivity so we’re relaunching a flow in business success. I think it’s February with Deloitte to take a better look at it. So, for example, learning is a really easy one that I can speak to. They basically take – they were working with people from the military snipers. The military knows how long it takes to train a sniper up for performance, right? There’s really clear records on that.

So, they were working with a team at the Advanced Brain Monitoring in Carlsbad, California, so one of the other thing that’s starting to happen now is that all the stuff that we’re talking about are psychological hacks, but we’re starting to get technological with this. We understand the neuroscience of flow, we understand what’s going on under the hood, and we can steer people using technology toward flow states, so that’s what they did.

They used EEG technology, they recorded expert brain waves, expert archers’ brain waves in flow shooting at a target, then they used that and used neuro feedback with novice marksmen to train them up until they shot at an expert level using their own feedbacks, so trying to get their brain waves into the same state so the flow the experts were in.

But if you search, by the way, Chris Berka, Advanced Brain Monitoring Head, you will find her TED Talk on this work and you actually can see video, and I think it literally took like two days to train people up to shoot like experts. It was frightening.

Pete Mockaitis
That is so wild. Can I get my hands on a neuro feedback machine?

Steven Kotler
Of course, you can. There’s everything from like super friendly easy like places to start like the MUSE headset, all the way up to some really crazy stuff. The Transformative Tech Market which is what this all sits in is exploding right now. I mean, all kinds, there’s a revolution going on right now in consciousness. And a lot of it, there’s a really good reason for this which is one of the things that we’ve discovered is that there are certain skills that are absolutely critical to thrive in the 21st century, and the list vary but accelerated learning is on most lists, creativity tops everybody’s list, cooperation, collaboration, communication. And we’re horrible at training up these skills.

Creativity is a really funny one. We got to take part in the Red Bull Creativity Project, it’s the largest meta analyses of creativity ever conducted, like 30,000 studies reviewed. And they learned on the end two things. One, creativity is the most important thing that we need to thrive in the current century, and we suck at training people to be more creative. And the reason is we keep trying to train up skillsets, and what we really need to be doing is training up states of mind, right?

All of these so-called skills are amplified by altering our consciousness. That’s how we’re wired to do this. That’s what the biology tells us, so we’re just now starting to figure that stuff out, but it’s spreading really quickly. And the Transformative Tech Movement is helping it spread.

Pete Mockaitis
Okay. Well, that’s so cool. Now, in your book Stealing Fire you sort of lay out kind of four sets of forces, and technology is one of them. And so, why don’t we round that one out and then you can share with us some of the triggers that fall into the other three categories.

Steven Kotler
For sure. So, what we’re basically trying to figure out, what was driving all this acceleration in this whole field, right? Like why was it exploding? Why are we seeing really weird things like 44% of American companies rolling out mindfulness training programs? Yoga is now over a billion-dollar industry. Everyone micro-dosing with psychedelics is on the cover of The Economist. Really strange things are going on in this world right now and we want to know what was driving it.

What we’re seeing is that four forces are all essentially accelerating exponentially, right? They’re moving very, very, very, very quickly and they’re driving us forward, and their psychology, neurobiology, technology and pharmacology. And the thinking with psychology and neurobiology, since what we’re talking about is kind of altered states of consciousness here, we now have the tools to kind of map and measure what’s going on in our brains and our bodies when we’re experiencing the inexplicable.

Pharmacology is giving us access to these states nearly on demand, and technology is also giving us access to those states nearly on demand but they’re also taking it wild, right? So, all four of these forces are kind of spreading these things out. And we did a calculation, so we called it the altered states economy. And we, basically, looked at how much time and money and effort people spent chasing peak states of consciousness like flow, and we looked at it globally and we looked at a lot of different categories, adding things up.

And I’ll give you a more detailed breakdown if you wanted. But we came up, the number we came up which was $4 trillion, it’s like 1/16th of the global economy is spent chasing these kind of states. And some of that is really sloppy, right? Some of this is not a healthy approach to these kinds of things, but a lot of it is, and it’s interesting and growing.

Pete Mockaitis
Yes, okay. Well, so then, let’s get into it. So, what are some things that we can do here, now, today to tap into some extra flow?

Steven Kotler
So, let’s just walk through a handful of the triggers and I’m going to talk about. So, there are a bunch of triggers and a bunch of different categories, but there’s three triggers in the psychological category, and you talked about one of them already which is the challenge-skills balance. So, that is unbelievably critical, of course.

Two other ones, immediate feedback is another flow trigger. And so, for example, I studied action of action adventure sports athletes who are very good at getting into flow, and one of the reasons is when you’re performing in the mountains, on the oceans, whatever, it’s a living environment. You’re getting immediate feedback, right? You either set your ski edge on the top of that slide, a face that slide to the bottom.

Well, the same is true everywhere. And the reason this is important, flow follows focus, so if you have immediate feedback you don’t have to pull your attention out of the present moment to course correct. You don’t have to wonder, “Am I doing a good job?” You know because the feedback is immediate. So, what this looks like organizationally is interesting.

And so, if you work for an organization or run an organization where you’re getting quarterly feedback or quarterly yearly progress reports or that kind of stuff, well, that sucks. That’s not enough feedback to stay at all in flow. It’s terrible. So, where this works really well, companies that have kind of an agile methodology if you’re in the software business where there’s lots of rapid experimentation, small experiments, that’s really good. You’re getting lots of feedback that way.

I’ll tell you, so I’m a writer, and book editors are sort of editor in name alone these days. They’re so busy and the market is so taxed, they’re very talented, but they don’t do a ton of editing. So, I can’t write a book and have an editor weigh in three times and that’s it, like that doesn’t work for me. So, I have a guy in my staff who reads everything I write about twice a week for feedback.

Pete Mockaitis
Okay.

Steven Kotler
And there’s something, like you can even take it one step further and figure out. So, I figured out in my writing that when I tend to believe that when I make errors, my writing is either arrogant, boring or confusing, so that’s really what’s he’s looking for. Is my writing arrogant, boring or confusing? And those three errors are tied to like I know why I make each of those errors. I just happen to make them all the time. That’s what I call the minimal feedback for flow.

And you can kind of figure this out for yourself with whatever your main task is, but what I tell people is that you can’t afford to hire somebody to give you that kind of feedback. Find a feedback buddy. Find somebody you can work with where you can get feedback from them all the time and speed up those feedback loops. That’s really helpful.

Pete Mockaitis
Now, so when you say the minimal feedback piece, you’re saying, “Okay. Hey, colleague, I don’t need you to masterfully critic it to perfection, but what I do need for you to do is make sure I’m not committing these three common errors that we can nip in the bud rather quickly.”

Steven Kotler
Yup, exactly. And, by the way, so this is not my exercise. This is Josh Waitzkin’s exercise but I kind of love it. One of the ways to dig out what those errors are is to ask yourself, “What did I believe three months ago that I know is not true today?” And ask yourself why did you make that error. What was missing in your logic?

And do this, obviously, like on your core tasks wherever you want the most feedback, so focus on that. And ask yourself, “With this task I’m on, what do I know now that I didn’t know then? And why did I make that mistake?” And if you do that repeatedly you’ll start to tease out exactly where your common errors are, where your blind spots are, and what kind of feedback you need.

Pete Mockaitis
Okay. Cool. And what’s the third psychological trigger?

Steven Kotler
Clear goals. And here we’re talking about goal setting in general first, so if you’re interested in hacking motivation, we learned in the ‘70s that setting just a high hard goal, a big goal is enough to boost motivation almost 25% in some cases. So, a huge spike in motivation simply by setting a high hard goal. Now, high hard goals are different than clear goals. Higher goals are these big and more of these things in the future, “I want to go to med school. I want to write a book.” That’s a high hard goal kind of thing, right?

Clear goals, flow follows focus, right? Clear goals mean, “I know what I’m doing right now and I know what I’m doing immediately afterwards, so I don’t have to pull my attention out to steer,” right? So, it’s interesting because clear goals are often really, really, really tiny. So, for example, when I set out, I try to write 700 words a day, right?

And if I’m stuck and the clear goal isn’t working, that’s too big of a goal, I will break it down and I’ll say, “Okay, I need to write 200 words that get at the emotion of this paragraph that I’m trying to get,” and really, really clear goals and I shrink them down.

Where this is really useful kind of for most people, I find, is most professionals. So, one of the things that we know is that most professionals will spend about 5% of their work life in flow without even knowing it. Like, McKinsey figured out that if you increased that 15 percentage points to 20% of your time, overall workplace performance would double.

Just to give you an idea of how imminently trainable this stuff is, three years ago we did a six-week joint learning exercise with Google where we took 80 Googlers, 70 Googlers from across the company, so coders, engineers, people in facilities, people in marketing, PR, you name it we had them, and we trained them out in four flow triggers and four kind of high-performance basics, like really basic stuff, sleep hygiene, didn’t get enough sleep at night, that kind of thing.

And over the course of six weeks they did about an hour’s worth of homework a day sort of spread out. We saw a 35% to 80% boost in flow. In fact, we have a flow fundamentals course, it’s a digitally-delivered six-week course available through the Flow Genome Project website. And we measure pre and post, and we’re seeing measuring seven different characteristics of flow, a 70% increase.

And the point is not that we are secret ninja experts at training people in flow, there are lots of people who do this, we think we’re very good at it, but there are a lot of other people who do it. The point is that this stuff is really easy to train. We just haven’t been paying attention to it. So, clear goals, know what you’re doing, know what you’re going to do next, make a to-do list and when you’re moving from one item to the next mind the gap.

That’s where most people get lost, right? You’ll finish one task and before you go to the next one you will do something that will pull your focus out of the present, like check your social media which is terrible because it produces an emotional reaction, and that’s exactly what you’re trying to avoid. You want the clear goals, “I know what I’m doing now. I know what I’m doing next,” and it works that way. So, that’s really useful.

Pete Mockaitis
Okay. Now, when it comes to the gap, I want to make sure we hit this. We talked to other peak performance folks who talk about full engagement and energy and attention and all that. So, before you mentioned some spaces of time such as 90 minutes to 120 minutes or even more, do you have a quick take on sort of rest, rejuvenation in terms of maybe it’s a quick breath or bathroom? Or what sort of counts as rejuvenation without breaking the flow?

Steven Kotler
Some people like a little bit of physical flex exercise, right? They’ll get up every 15 minutes and do three sun salutations which is just fine, that’ll work great. Three sun salutations are a little kind of Pomodoro set of some kind, or I really like – I don’t know if you know what box breathing is. It’s a mindfulness practice that the Navy Seals use.

You can just search box breathing online and learn, it’s very effective as a mindfulness technique. Anybody can learn it. But I can do kind of three cycles of box breathing and it takes maybe 90 seconds to two minutes to do depending on how slowly you’re breathing. And so, if I need to reset between tasks that’s what I’ll do.

Pete Mockaitis
Okay. Perfect. Got it. So, that’s the psychological triggers. Now how about some neurobiology triggers?

Steven Kotler
Well, so all these triggers are neurobiological.

Pete Mockaitis
Oh, okay.

Steven Kotler
So, they do different things. So, for example, there are three environmental triggers: high consequences, deep environment and a rich environment, and I’ll talk about those in a moment. But most of these triggers drive neurobiologically, they trigger the release of norepinephrine and dopamine or both. These are performance-enhancing chemicals, they do a lot of different things in the brain and the body, but they’re also focusing chemicals so that’s why they’re so important here.

Some of the other things, so clear goals doesn’t appear to drive norepinephrine and dopamine but what it does appear to do is lower cortisol levels and keep the brain waves out of high beta and down in the alpha beta range which is where flow is. So, there’s different things underneath different triggers.

And let me just be really clear, there’s so much more research that need to be done here that everything I’m saying is true as far as we know but there’s a big but question mark after some of these stuff on triggers because it’s just really new information.

Pete Mockaitis
Okay.

Steven Kotler
So, let’s go back to the other triggers. So, for example, a rich environment means lots of novelty, complexity and unpredictability in the environment. And I’ll give you the common example is, again, back at adventure sports for athletes, right? One of the reasons these folks had so much flow is they perform in living environments, right?

. . . in a minute-by-minute basis, the waves are always changing if you’re out in the ocean, so there’s lots of novelty, lots of complexity, lots of unpredictability. Those are all three things that the brain loves. It produces huge amounts of dopamine, drives a lot of focus, slides you right into flow.

You can also get at those architecturally, and my favorite example is Steve Jobs. So, when Steve Jobs was kind of redesigning Pixar he wanted more creativity in the building, he wanted more flow in the building, and he thought the problem was there wasn’t enough novelty, complexity and unpredictability because the staff was balkanized, right?

The producers were stagnant talking to producers, and the marketing people stay and talk to marketing people, and the cell animators stay and talk to the cell animators, and nobody was bumping into each other and so there’s no random spark of ideas. Not enough novelty, complexity and not enough creativity as a result.

So, when he redesigned Pixar he famously put a giant atrium in the center of the complex, and he put the only meeting rooms, message rooms, cafeteria and the only bathrooms in the entire building right off the atrium. You had to walk through the atrium to get to any of them.

So, what happened was people started bumping into each other and they started getting into random conversations, and suddenly novelty, complexity and unpredictability massively increased. You got a whole lot more dopamine flow between people, you got these little moments of brute flow, huge spikes in creativity and all those off spurts.

Pete Mockaitis
Excellent, yes. Cool. And so, what about the high consequences?

Steven Kotler
High consequences, this is obvious, right? Flow follows focus and consequences catch our attention, right? So, the obvious is physical risks. Again, action adventure sports athletes, lots of physical risks. But it’s interesting, we noticed that emotional risk, intellectual risk, creative risk, social risk all work really, really well. Social risk is a great example.

You would think from evolutionary perspective that like the number one fear in the world is something like getting eaten by a grizzly bear, but it’s not. It’s speaking in public, right? And the reason is your brain can’t actually tell the difference between social fear and physical fear. They’re processed by the exact same structures which makes no sense at all until you realized, you go back 300 years ago, and before if you got kicked out of your tribe, if you got exiled you couldn’t survive. Nobody could live on their own, so it was a capital crime, and so the brain treats it like a capital crime.

So, social risk is a really kind of great way to trigger flow as well, so risk is really useful. And once again, what does this look like organizationally or in your daily life? And I always said that like to play with the risk trigger, the companies you want to work for, the environment you want to design, something with that Silicon Valley fail-faster fail-forward motto. And you need the space to fail because you need the space to take risks. Without risks there’s not enough energy in the system to really drive flow.

So, again, this is where agile methodology makes a lot of sense, rapid experimentation makes a lot of sense, skunk works make a lot of sense if you’re trying to drive flow in innovation.

Pete Mockaitis
Okay. Cool. And now can you share some of the pharmacology triggers?

Steven Kotler
Advances in pharmacology are more kind of in the psychedelic realm and that’s slightly different from flow but what the research is showing – and this is sort of one of the things we talk about in Stealing Fire – is that in the neurobiological changes that show up in flow are not that different from the changes that show up in meditation or during psychedelic experiences or during so-called mystic experiences, trans states or contemplative states.

All these things are states of awe for that matter. All these things share a very similar underlying neurobiological signature. And so, what we’re seeing in neurobiology is kind of psychedelic research, is going gangbusters, right? I mean, we’re seeing absolutely amazing work being done in PTSD and trauma and anxiety. And the point here and where this gets interesting and probably let me just give you a couple examples to answer your question because it’s a long way around but it’s worth understanding.

So, why all this research matters, is we’re starting to get actions. And the best example is work done on posttraumatic stress disorder which is like the extreme end of the anxiety disorder spectrum. And pharmacologically we’ve learned back in the early 2000s through work done by Dr. Michael Mithoefer and the research came at MAPS that one to three doses of MDMAs – so, MDMA is sort of the pharmacological name for the street drug Ecstasy or Molly, whatever you call it. It’s an empath-delic type of psychedelic, it increases empathy.

But they found that one to three rounds of MDMA therapy, so that’s MDMA administered in a clinical setting with psychiatrists there and like eight hours of talk therapy, was enough to completely cure or significantly reduce symptoms of PTSD in victims of child abuse, sexual abuse and solders returning from combat in Afghanistan and Iraq. And it’s been about five years since that original study was done, six years at this point, and these people are still in remission, so that’s neat, right?

Then they redid that experiment at Camp Pendleton with a thousand soldiers, and this time they were like, “Okay, so psychedelics aren’t for everybody. Let’s use surfing,” which is a known trigger for flow states for a lot of reasons that we’ve been talking about, right? So, they used surfing and talk therapy, and they redid the whole thing, and they found that after five weeks of surfing and flow states and talk therapy they saw a significant reduction or a complete disappearance of PTSD.

Then they redid the study with meditation, a mantra meditation system, I believe. And they found that four weeks of daily meditation, 20 minutes a day, was enough to produce the same results. So, what all this is telling us is we have options. We have options like we’ve never had before and they’re coming from all directions and the research is accelerating everywhere.

Pete Mockaitis
Oh, that’s so cool. Well, Steven, tell me is there anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Steven Kotler
The other thing I want to mention, only because it’s new and it goes much deeper into individual ideas, is if you go to the Flow Genome Project Facebook page, which is literally www.facebook.com/flowgenome, every Monday at 5:00 o’clock Eastern Time, I do Monday On The Mind. It’s a half-hour deep dive into, you know, two weeks ago we did a half an hour on clear goals and really how to get into that and how to apply it in every situation, that sort of thing, so that might be interesting to people listening.

Pete Mockaitis
Oh, cool. Thank you. Well, now can you share with us a favorite quote, something you find inspiring?

Steven Kotler
Margaret Atwood, “Everybody I know is an adult. Me, I’m just in disguise.”

Pete Mockaitis
That’s good. Thank you. And how about a favorite book?

Steven Kotler
There’s a couple of them. How about I give you two?

Pete Mockaitis
Sure.

Steven Kotler
Song of the Dodo by David Quammen which is just amazing. If you really want to understand the environmental crisis this is the most amazing book on that. And my favorite book on consciousness ever is a book called The User Illusion by Tor Nørrentranders which is one of the smartest books ever written about consciousness.

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

Steven Kotler
Well, it’s got to be my skis.

Pete Mockaitis
Okay. And how about a favorite habit?

Steven Kotler
Oh, I get up a 4:00 a.m. is my favorite habit.

Pete Mockaitis
Now, I have to know, when do you go to sleep?

Steven Kotler
Depends, but early. Somewhere between 8:00 and 10:00 most nights.

Pete Mockaitis
All right. And is there a particular nugget that you share in your writing or your speaking and working with folks that seems to really connect and resonate and get them quoting you back to yourself?

Steven Kotler
Well, what I said to you earlier that we keep trying to train up skills and what we really need to be training up is a state of mind seems to be a pretty good mantra for people these days. I hear that back a lot.

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

Steven Kotler
StevenKotler.com, FlowGenomeProject.com.

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

Steven Kotler
Yeah. So, this is going back to the challenge skills balance, it’s the one thing we didn’t really cover. And so, you mentioned Mihaly Csikszentmihalyi, so a couple of years ago he teamed with a Google mathematician and they did a back-of-the-envelope calculation trying to figure out, with the challenge skills balance, how much greater the challenge should be than your skillset, right? That was the question.

And the number they came up with was 4%. Four percent greater. Now, that was just a guess. We took that number into the Flow Genome Project and said, “Okay, let’s see what we can do with it.” And we’ve been running a number of amateur experiments, and beta tests, and just looking at it deeply for about four years now, and time and time again we’re finding that is exactly the case.

So, here’s the super interesting about this. Four percent is not much, right? You really are just a little bit harder. Now if you’re an underachiever, a little bit of an underachiever, you’re a little shy, you’re a little meeker, you’re a little along those lines, 4% is tricky because it is literally the line where you’re pushing on your comfort zone. You’re stepping outside your comfort zone but you’re right there.

For top performers their problem is the exact opposite. Their problem is they’ll blow by 4% without even noticing, they’ll take on challenges that are 10%, 20%, 40% greater than kind of – and by doing so, they’re locking themselves out of the very state they need to kind of meet those challenges. So, it’s a little bit harder every day.

But the interesting thing is when you spend time around the best of the best, what you really see is what they’ve internalized and what they do so well, is they understand that it’s 4% plus 4% plus 4% day after day, week after week, year after year for a career. That’s how you actually like really do the impossible.

Pete Mockaitis
That is so good. Well, Steven, thank you so much for taking this time and sharing. There’s, boy, a lot to chew on and I’m excited to get some more flow going into my life and work sessions, and I wish you much flow in all that you’re up to.

Steven Kotler
Thanks, man. I appreciate the time.

234: Sharper Critical Thinking for Better Solutions with Mike Figliuolo

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Mike Figliuolo says: "Before you say something... just stop and think."

Mike Figliuolo ponders on why critical thinking is becoming increasingly important and how to maximize your critical thinking skills.

You’ll Learn:

  1. Why slowing down will help you better solve problems
  2. How to differentiate facts from judgments
  3. How to use the 5 “whys” and the 7 “so whats” to think more clearly about causes and effects

About Mike 

Mike Figliuolo is the Managing Director of thoughtLEADERS, a consulting and training firm that helps leaders think better. He’s authored numerous books on leadership, thinking, and communication.He graduated from the United States Military Academy at West Point and served as a commissioned officer in the Army. He then joined McKinsey and Company as a management consultant. He later worked at Capital One Financial as Group Manager of Strategy & Analysis and as Director of Specialty Collections. He was responsible for ~$1B in collections, a $125MM budget and the performance of 150 employees. The initiatives his teams put in place delivered over $125MM in value.

Items Mentioned in this Show:

Mike Figliuolo Interview Transcript

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

Mike Figliuolo
It’s my pleasure to be here. Thanks for having me as a guest.

Pete Mockaitis
Oh yeah. Well, you’ve been on the list since Episode 3 with Victor Prince’s co-author, and now seemed like a fine time. So, I’m glad you made it happen.

Mike Figliuolo
Absolutely.

Pete Mockaitis
Now I understand you have a bit of a fondness for skydiving. What’s the backstory here?

Mike Figliuolo
Yeah, not really, and that’s what’s funny about it. So, I was in the army, and I’ve always hated heights. My father used to laugh at me when we would go up on the roof to clean out the gutters and I’m looking like Spider-Man plastered to the roof, just worried about falling off. So when I was in the army, they have you go to military schools during your summers when you’re at West Point. And one of my summers I put in for a specific type of very ground-based training, and the Army and its wisdom decided that I would be much better off jumping out of airplanes. So, I went through Airborne School down at Fort Benning, Georgia, jumped out of a plane five times, got my airborne wings and have never done it since. So, cool experience; not necessarily something that I want to go through again.

Pete Mockaitis
Okay. Well, I totally misinterpreted that tidbit here. You’ve done it, but you didn’t enjoy it.

Mike Figliuolo
I mean, it was cool. It was cool. After the second jump you’re like, “Okay, I’m probably not going to die, so I may as well enjoy the view.”

Pete Mockaitis
Yeah. I’ve done it once and I liked it. I could do it again. My wife isn’t a fan though of the idea.

Mike Figliuolo
It’s a little different when you’ve got on a rucksack and a simulated weapon and there’s eight of you going out the plane one after the other after the other and you got a static line yanking you around. And you’re only about a thousand feet up and you’re trying to hit that patch of really rough dirt below in the Fort Benning sun. So, you probably had a little bit more of a pleasurable experience.

Pete Mockaitis
Well, it was. It was kind of cool, and the breeze falling through…

Mike Figliuolo
Yeah, we didn’t have that, no.

Pete Mockaitis
Well, tell us a little bit about your company thoughtLEADERS.

Mike Figliuolo
Yeah, we are a leadership development and training firm. We work mostly with large corporates like Google, Abbott, Discover Financial, the Federal Reserve, and we teach topics of leadership, communications, problem-solving, decision-making. I like to say we teach all the topics that everybody needs that nobody ever teaches you.

We have a really strong bias toward heavy hands-on application in the classroom, and the thing that I hold up as different about us is we’re all business people. We’re not academicians, we’re not career facilitators; we’re business people up on the podium. So, we understand the participants’ challenges and we’re able to help them bridge from our tools and frameworks to their reality, which then increases the likelihood that they apply our methods.

Pete Mockaitis
Okay, excellent. So now, I kind of re-thought of you when I was checking out your LinkedIn learning course Critical Thinking, and I was digging in, enjoying it. And so I’d like to get your take on just the importance of critical thinking in the hierarchy of professional skills. I thought I had seen it somewhere in some report that it was like the top thing professionals need, but I couldn’t relocate it when I tried to Google and prep for today. So maybe you can orient us to that.

Mike Figliuolo
Yeah. So I believe part of it came out of a New York Times article that was based upon a report that LinkedIn actually put together. And LinkedIn went through people’s profiles, they looked at who got new jobs and what were the skills that they had either explicitly stated on their LinkedIn profile or that they could deduce from the person’s background. And critical thinking was one of the top ones, if not the top one on that list.

So, as I look around the importance of critical thinking increases every day, and reason for that is, the speed with which we’re making decisions is so incredible that if you don’t pause and really think through something, you’re going to create a bigger problem. You may have thought you solved the problem, but you just created an issue that is exponentially larger.

Pete

Mike Figliuolo
Yeah, it can either spiral or you can end up solving a problem and then solving it again and solving it again and solving it again, and it ends up being really wasteful and inefficient. And when you’re operating in a world where you need to be moving fast, you don’t have time to be wrong, which means you need to slow down and make sure that you’re right.

Pete

Mike Figliuolo
Yeah, you can take it to the world of construction – when you’re finishing a basement or an attic you’re always taught, “Measure twice, cut once”, and that’s deliberately slowing down, making sure you’re thinking about what you’re doing, and then you take action and the action is correct; rather than, “Measure once, cut once, because I’m really busy and I’ve got to move. Oh look, I just cut the two-by-four on the wrong side of the line and now it’s too short. And now I’ve got to cut another one and another one, and there’s waste involved.”

So just by slowing down, looking at what you’re trying to solve, assess the situation properly, come up with a solution and think through the impacts of that solution if you implement it, and then implement – the likelihood of doing something bad in that cycle, because you short circuit it, goes down dramatically.

Pete

Mike Figliuolo
That’s exactly where I was going to go. I don’t think it’s just politics; I think things have started moving so fast and people have so much information overload, that they’re trying to react to everything coming at them as quickly as they’re able, whether it’s an email or a text or a tweet or whatever it is, it requires an immediate reaction. Or they think it requires an immediate reaction – let me rephrase – they think it does. So, they react immediately without thinking it through.

And I’ll just use the examples – how many times have you seen an article go flying by on Facebook and it has some provocative headline, and all of a sudden you look at the comments and it’s clear that everybody’s getting all vitriolic or offering their perspective? And you realize 95% of those people didn’t even read the article, right? And it’s just we’re not stopping and thinking critically. Or we do read the article and we don’t step back and say, “Well, hang on a minute. Let’s look at who wrote this article, let’s look at if that person has an agenda, let’s understand how they’re trying to position the information, what information are they not sharing with us in order to influence me to do something.”

I had this conversation with a student, a graduate student, who was saying, “Well, I’m going to move to Texas.” I’m like, “Okay. Well, but you live in Pennsylvania. Why are you excited to move to Texas? Do you have family there?” “Well no, no, not at all.” “Okay, why?” They’re like, “I want to get a job in Texas.” “What’s driving this?” “Well, I read this report, and Texas has this and Texas has that and Texas has that, and all these jobs and all this growth and all this stuff.” I’m like, “Okay, so who wrote the report?” “Oh, it was published by the San Antonio Chamber of Commerce.” “Hm, you think maybe there’s an agenda there? Maybe?” And I’m not saying it’s a biased report, but I’m just saying, stop and understand the circumstances of what you are assessing at that moment, and challenge it, challenge yourself.

Pete

Mike Figliuolo
Yeah, so I was an American Politics major at school actually, and you study a lot of the information that’s put out there and how it’s positioned. And one of the things I was always taught was, understand the difference between facts and judgment. So, when you’re reading an article, ask yourself, “Is this a fact or is it the author’s judgments or the newscaster’s judgment of that fact? Is it their assessment of what that fact means, their interpretation?”

So by taking whatever piece of information you’re looking at, first of all separate it into the facts and judgments. Then look at the facts first and say, “Okay, are these facts accurate? What was the source of them? What facts are not being included here that could be included that may be skewing the actual facts themselves?” And once you have your arms around what the fact base is and how it may or may not be biased, just with the data collection and data sharing, then you are much better qualified to assess the assessments of those facts and say, “Is this a fair judgment? This author is saying that this company is doing bad things. Okay, based on the facts, would a reasonable person draw the same conclusion, or are they just extrapolating from a single data point?”

So by challenging each of those sort of assertions or each of those assessments – that’s critical thinking. That’s asking those questions versus just saying, “Oh yeah, that’s a bad company, of course. They did this one bad thing and therefore they hate people.” It’s like, “Really?” If you separate it out and really question both sides of that pile of information, I think you end up being much savvier, in terms of the information you consume.

I don’t watch the news. I go online, I have certain news sources where I am pulling facts from and I’m trying to get as unbiased a set of facts as I possibly can, and then I’m forming my own assessment. “What does this mean?” And sometimes I’m challenging other people’s assessments or I’m asking the questions of, “What’s not here? What’s not being presented?”, but I’m not letting somebody else interpret the facts for me. That’s not happening.

Pete

Mike Figliuolo
For me it ends up being, I’m looking at primary sources. You know what I like? I actually like a lot of the financial websites – places like MarketWatch or E-Trade or whatever. I’m reading business press releases – things about earnings or market research reports or whatever, because I want to get as close to primary facts as I possibly can. And when you go to financial sites, they tend to throw a little bit less assessment into the facts of what’s going on. It’s like, “Okay, here’s the new tax law, here’s what it means, here are the tax brackets, here’s how these deductions go away, here’s the average size of that deduction.” And they just give you the data.

And there may be a little bit of interpretation that goes there, there may be a little bit of bias, but that’s much less bias than if I go to CNN or Fox News, and it’s like, “And you get no deduction and you have to murder your first child.” It’s like, “Really?” It’s just so bombastic, because what people don’t understand is news media has become entertainment first and news second. And you need to understand that; you really need to understand what their agenda is. Their agenda is to attract eyeballs, which attracts advertisers, which attracts dollars. It’s really simple. And the way you attract the eyeballs is with very interesting content that I can consume and feeds my ingoing biases anyway, and tells me I’m right.

Pete

Mike Figliuolo
I guess for me it’s a question of, what’s the impact of that item on your life and the world around you, and how much importance do you sort of ascribe to that impact? So for example, I just got this wonderful letter in the mail from my health insurance company, telling me that my premiums for next year have gone from $960 a month to $1,600 a month. So we’re talking, what is that, an 80% increase, something like that? So we’re talking about a big impact on me – I want to understand the facts, and I have wanted to understand the facts for the last several years, around what are the changes in Affordable Care Act, what are the marketplace dynamics, who’s moving into the market, out of the market, because I’m sitting there trying to figure out where is healthcare going. I’ve got three kids – what’s going to be the right plan for me, how do I adjust to this?

So I do invest time and energy in understanding that information, seeking out facts and making my own assessment, because it’s going to govern my thoughts on a topic that’s pretty large. It’ll drive my voting behaviors, it’ll drive if I decide to support a particular political candidate one way or the other. Now, let’s contrast that with something that I say it really isn’t important to me and I’m not going to be able to have a big impact on it, other than every first Tuesday in November. So, am I going to really worry about that issue? And if the answer is “No”, then I’m not going to give it any air time; I’ve got better stuff to do.

Pete

Mike Figliuolo
Yeah, I think it’s definitely the 5 “Why’s” and the 7 “So what’s”. So, the 5 “Why’s” – when you see something happen, ask “Why” five times. And by the time you get to the fourth or fifth “Why”, there’s an insight there, there’s a root cause there. The way that works is, we had a client where I learned the 5 “Why’s” the first time, and I was an analyst on the team, and my engagement manager asked me, “Mike, what analysis did you do this morning?” I said, “Well, here are the numbers I ran, and it looks like this one metric is going up.” And he said, “Okay. Well, why?” I said, “What do you mean ‘Why’?” He said, “Why is that metric going up?” And I stopped and I thought and I said, “Well, the client is probably doing this.” And he said, “Okay, why?” I said, “What do you mean ‘Why’?” He said, “Why is the client doing that?” And I stopped and I thought a little bit harder and I said, “Well, they’re probably doing that because of this.” And he said, “Okay, why?” I’m like, “Dude, what is with the ‘Why’s’?” And he said, “Mike, our job is to have insights for our clients. We have to understand the root causes of what’s going on, because once we do, then we can actually make recommendations that address the true problem that they’re facing.”

So at that moment I understood what the 5 “Why’s” were, and we continued to walk that back and understand what is driving this behavior. And it turns out we were initially solving for a symptom, and it was something about their compensation plan that was driving a dysfunctional behavior, which drove another dysfunctional behavior, which was driving the metric to go up. So by walking that backward, just stopping and seeing something happening – some event, some symptom – and then walking it back, versus just jumping in to solve the symptom, helps you solve a deeper-seated problem. So that’s the 5 “Why’s”.

Pete

Mike Figliuolo
Yeah, sure. So, let’s see. Let’s talk about my health insurance. Let’s have some fun with this one, not that that’s a raw wound that we’re opening right now. But okay, so my health insurance premium went from $960 a month to $1,600 a month. Okay, why? Why did that happen? Well, it’s because the insurer raised their rates across the entire population. Okay, why? Why did the insurer raise their rates? Well, either because their losses have been going up and they were paying out a lot more in claims last year than they thought, or because they want to be a lot more profitable and they’re just going to start gouging consumers.

Now I’m at a fork where I say, “Okay, which of those seems more likely?” And they’re probably not going to gouge, because it’s just bad business to do that; you’re not going to be able to survive long in that market. So it’s probably because their losses are going up. Okay, why is that happening? Well, it’s probably because the risk pool got adjusted a few years ago when there was a change in the law, in terms of who is eligible, whether they’re going to accept pre-existing conditions, and we put a whole bunch of people in the risk pool for getting insurance that didn’t have it previously. So now it’s just a riskier population and those costs are going up. Okay, why? Why did that happen? Well, we were trying to insure more Americans.

Okay, now I get it. Now I understand what the root cause was – I changed the eligibility population, and that has these downstream impacts, in terms of the cost of my policy. And then you’ve got to get to a point where you say, “Okay, what do I do about that? Is there something I can do to change the way that we’re handling the people in the risk pool? Well, personally, can I change that? No, but could it inform the way I think about Medicare, Medicaid legislation? Can it inform the political candidates that I decide to back or not back?” And then you’ve also got to step back and say, “Okay, how much is for the greater good?” kind of thing. And that’s just one of those things that you walk it back that far and you understand what really made this happen.

Pete

Mike Figliuolo
I use a tool called a “logic map”, where you have a problem and then you look at what’s driving that problem, and then below that you say, “What are the drivers of that?”, and then below that you say, “What are the drivers of that?” And you just keep disaggregating that big problem into smaller ones. So for example, if my client’s company profits are down, that’s a really big problem; I can’t solve that in one fell swoop. So I break that down and say, “Well, what’s driving profits being being down? Well, it’s either revenues are down or costs are up, or some combination of those two.”

Okay well, those are still big problems – let me break those down. Well, if revenue’s down, it’s either prices are down or volume is down. And again, it might be a combination of those two. But that’s still a big problem. So I think the answer might be on the volume side, so let me break volume down. Well, volume is down either because current customers are buying less, or we’re not selling as many new customers. And all of a sudden I can start seeing some possible solutions emerge. I can get my arms around, current customers aren’t buying as much, so maybe I can go out and place some sales calls on my current customers, or I can go out and try and sell that one new customer along the way. So by breaking that big problem down and disaggregating it into its component parts, I can start seeing what the underlying issues are that are driving the big problem.

Pete

Mike Figliuolo
Yeah, a lot of folks hear about the 80/20, but they don’t know its origins. The 80/20 rule was first coined by a guy by the name of Vilfredo Pareto, who’s Italian, of course. And Pareto was a bit of an economist, and he noticed that in Italy, 80% of the land was owned by 20% of the people. And he said, “Well, that’s kind of interesting.” He was also a gardener, and he noticed that 80% of the peas in his garden came from 20% of the pods. And he said, “Well, that’s really interesting, that peas and real estate demonstrate the same behavior – that 20% of the causes drive 80% of the outcomes.” And he coined what’s called “the law of the vital few”, which is really getting you to focus on those 20% of the causes that are driving 80% of the effects.

And I had one situation where I was running a team, one of the people on my team had a portfolio of accounts he was responsible for – it was about 500,000 accounts. And he came to me one day and said, “Mike, you didn’t know I was doing this, but I built this awesome model that helps me totally predict behavior of some of the consumers in my portfolio.” I said, “Well, that’s really cool.” He said, “Yeah, and with that production I can take a differential action and I can have financial impact by treating those accounts differently.” I said, “That’s awesome.”

I said, “I have two questions. One, how many accounts in your portfolio demonstrate that behavior?” And he said, “Well, about 5,000.” I said, “Okay, second question. How many accounts are in your portfolio?” And he said, “About 500,000.” I said, “Hey, how about we focus on the other 495,000 accounts, because as cool as your model is, affecting 5,000 accounts will not have an impact on this business. So stop messing around with small stuff.” And his behavior building that model was a gross violation of the 80/20 rule.

Pete

Mike Figliuolo
I think the first place to do it is your inbox. And you look at the hundreds of emails that pile up in there, and just think through how much time you’re giving each one and which of those are the important ones and which are the ones that just aren’t. And I look at my inbox and it’s probably blown up right now and I’m constantly getting stuff in there, and I used to get a lot of unsolicited emails from sales people, business development people – since I run my business they’re trying to sell me their solutions or whatever.

So I get these all the time. And I used to be a pretty polite guy; I’d be like, “Okay, they’re running a business. I know what it’s like to be an entrepreneur.” I would write them back and say, “No, not really interested. Thanks for your note.” And then they would write me back invariably and say, “Well, are you sure, ’cause this could really work?” And then I’d write back, “No, not really. Definitely not sure.” And I finally sat there and said, “What am I doing? You idiot, you idiot. You’re giving them all this time, and time is your most valuable resource. You didn’t invite them into your inbox, you’re spending time on that 80% of stuff that will drive zero impact.”

And I just one day vowed I’m going to change my behavior. If I didn’t invite you to my inbox and it’s not something that with a 10-second glance I look at your email and say it’s a fit for what I do, I delete it. And if it shows up again the next time, I then block your email address, because I don’t even want to deal with the two nanoseconds it takes for me to delete a message. So, where I encourage people to go is, go to your inbox and sort of filter that stuff and say, “Of the 100 messages in there, which are the 20 that actually matter, in terms of my job performance, in terms of team performance? And then what’s the 80% that isn’t going to have any real impact, and how many of those can I delete, how many of those can I just sort of mail it in with a quick response?” And just sort of re-prioritize your work.

Pete

Mike Figliuolo
Well, my inbox is usually pretty manageable; I think right now I’ve got 30 emails in there total, and I’m freaking out a little bit because usually I’m under 15. And the way that I manage that is, I get to do one of three things when I get an email: I can read it and respond immediately; I can read it and delete it; or I can read it and act on it later if it’s something that’s big and meaningful.

And and you have to do it right when you read that email; you have to make one of those three choices, because there’s so much friction in our day of, I open an email, I look at it and I say, “Oh, I’ll get to this later.” And then later on I come back and I open it again and I go, “Oh, I’ll get to this later, I’ll get to this later.” And they keep piling up, and just the friction of opening and closing that email, and opening and closing it, will suck so much time out of your day. If instead you open it and say, “Okay, this is from Mike. I understand what he wants; I don’t need to answer this. Delete.” And you delete it in that moment – you’re going to be a lot more efficient, you’re going to actually save a lot of time.

Now, for folks that I coach – I do some executive coaching – and when they show me their inbox and there’s like 2,000 emails in there, the first thing we do is we stack it by name, and then we go in and find, “Okay, all of these from Mike – we don’t need those anymore. We highlight them all, we delete them.” After we do that by name and that deletion, then we go through and file ones that can be filed. So a lot of folks will have standard reports, and they’ll get that stack of emails from a report team. It’s like, “Okay, let’s highlight those all and and put them in the report folder, ’cause you don’t need them in your active inbox.”

Then we’ll sort by subject line, and we’ll go through. There’s that one thread with 30 messages in it – okay, let’s delete the other 29 in that thread so we’re down to one item in that thread. And usually just those two actions takes care of about 40 to 50% of the inbox, believe it or not, if somebody’s got a really clogged up inbox. And then from there, adopt the new behaviors of read and delete, read and respond, or read and do later, when you have a meaningful chunk of time to act on the request.

Pete

Mike Figliuolo
I think that’s really a function of your role and your style, and how you prefer to consume information. I am a sort of “instant in, instant out” – that’s how my brain works really well. So my email is always open, and when something comes in, I’ll throw an eye to it, and it’ll be read and respond, read and delete, or read and do later, typically. And it’s not like I’m just sitting there glued to the screen all day waiting for emails to come in. If I’m working on something meaningful, like this podcast conversation, my inbox is closed right now. And I know there’s emails coming in. As soon as I get off, I’m going to tackle it and just sort of whack through the things that I can get out of there and know what I’ll do later on.

Other people function much better in chunks, so they may do three blocks of email during the day – they may do a morning block, a lunchtime block, and an end-of-day block. But again, it’s still going to be the same behavior that I encourage, which is read and delete, read and respond, read and do later. And read and do later is for something that you can’t respond to in that moment, like I would have to run an analysis for you. I’ll read it and do it later, I’ll put the analysis actually on my calendar and say, “I’m going to block this one hour to do this one email”, and then I will get it done when it comes up on the calendar.

Pete

Mike Figliuolo
No, it’s not that simple. I wish it was, but it’s not.

Pete

Mike Figliuolo
So, when you look at a solution, and let’s say I’m going to fix something, I should ask, “Okay, if I fix this, so what? What happens? What’s the implication?” And then if that implication comes to pass, “Okay, so what? What happens if that gets fixed?” And then if that changes, “Okay, so what?” And what it’s preventing is the issue of, you think you fixed something now, but you created a new problem in the future that you now have to deal with. And by the way, it’s a bigger problem than you originally started with.

A lot of times I do this – I’ve finished basements, I’ve finished attics, putting up framing and Sheetrock and wiring and everything, and I don’t always do the “So what’s”. So, at one point I was doing a built-in sort of very simple entertainment center, and I said, “Well, this is going to be hard to construct in place, so what I’ll do is I’ll build the frame on the floor and then I’ll just pick it up and put it in place, and then do all the finishing up there.”

So I build this giant frame on the floor, and then I go to put it in place, and I start tilting it up, and I forgot about a guy by the name of Pythagoras, who would have told me, “Hey, you idiot, the hypotenuse when you start tilting this thing up is going to mean that it will get jammed on the ceiling before you put it into place.” So Mike didn’t think about the “So what” if I build this on the floor and I need to stand up, so what happens? Well, that means I’m going to need to stand it up and it’s going to be at an angle. Okay, it’s an angle. So what? Oh, the ceiling height is lower than that angle, which means this is going to get stuck and I’m going to be sitting there beating it with a 5-pound sledge hammer for about 45 minutes to get it into place. So it’s just seeing what new problems you can end up creating if you solve the problem at hand.

Pete

Mike Figliuolo
It does. So The Elegant Pitch is all about how do you create a clear and compelling recommendation with the right facts, the right data, and do so in a way that your stakeholders will buy into it and approve your idea. So, it does require the critical thought to say, “What does my stakeholder want? What is my recommendation and how does it tie to their objectives, therefore what’s the right information that I’m going to need to bring to the table to create a persuasive case? What’s the right way for me to structure my argument? Do I talk about financials and operations and marketing, or do I talk about marketing first, and then operations and financials?”

And just thinking about the logic of what’s going to underpin your argument, and then how do you package and share that idea in a clear and compelling way. And the biggest tide of critical thinking is, with critical thinking you come up with your solution – you figured out what the real problem is and you generated a solution – but unless you actually get to implement that solution, then all that thinking is worthless. So, what The Elegant Pitch does is helps you understand once you have that really cool solution, how do you then make it into something that people will sign off on and give you the resources to implement.

Pete Mockaitis
Okay, cool. Well tell me, Mike – is there anything else you want to make to mention before we shift gears and hear about some of your favorite things?

Mike Figliuolo
I just encourage folks to just pause. When you find yourself reading something, whether it’s in the workplace or on the news or anywhere – anytime you feel that reaction, just pause and say, “Okay, what’s really going on here?” And parse that and say, “What are the facts, and what are my assessments?” So you see a colleague do something in the workplace and we kind of blow up at it – “Joe is such a jerk and I can’t believe he did that” – it’s like, “Hang on, hang on a second.”

Let’s look at the facts of the situation. So, Joe did this. Joe left the printer cover open and therefore the printer wasn’t working.” That’s the fact of the matter. Now let’s draw an assessment from that; let’s come up with other possible causes of what’s going on. Maybe Joe didn’t notice that he left it open, maybe Joe meant to leave it open and he really is a jerk. But before we just jump off and say, “Joe is a jerk”, just stop, think about this for a second and separate fact from assessment, and really challenge those things.

Pete Mockaitis
Okay, perfect. Now, could you share with us a favorite quote, something you find inspiring?

Mike Figliuolo
For me, I go to Hemingway. And the quote is, “But man is not made for defeat. A man can be destroyed, but not defeated.” And that comes from The Old Man and the Sea, and I read it when I was in 8th grade and you’re not exactly the most cerebral person in the world when you’re a 15-year old boy; you’ve got other things on your mind. And I remember I read that quote and it resonated. And I finally figured it out several years later. The quote stuck with me constantly, and I finally figured out why it spoke to me. And what he’s saying is man is not made for defeat. Defeat as a choice, defeat is, “I give up. I’ve tried as hard as I can, and I just give up” – that’s defeat. Destruction is an external force, and that’s me fighting as hard as I can, as long as I can, and I just lose because the world has bested me and I’ve been destroyed.

And what Hemingway’s saying is man is not made for defeat; it’s not in our nature as human beings to give up, it’s not how we’re wired. A man can be destroyed, but not defeated. So anytime I’m sitting there and feeling like something’s going wrong in my life, something’s going wrong with the business, we just lost a big account – whatever it is. And you sit there and you want to throw your hands in the air, it’s like, “Hang on. A man is not made for defeat, so what are you going to do about this? How are you going to tackle this problem that is before you?” And it’s always helped me reorient my thinking during those most challenging moments.

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

Mike Figliuolo
I can’t say any of mine, right? So I’m not allowed to say any of my books. Let’s see. One that I always go to is called The Obstacle is the Way, and it’s basically an exploration of stoicism as it was developed by Marcus Aurelius. Now, I know that sounds like some weighty stuff. The book is like 180 pages long; the first 90 is a study of what is stoicism and who are some famous stoics, and I’m not talking just about Greeks and Romans. He looks at business people, current business people who’ve taken a stoic approach to life as well.

And then the second half of the book is how can you apply the principles of stoicism to your life and be able to get through adversity, get over those obstacles that you face. And the reason the book resonated for me is when you go to West Point, which is where I did my undergrad, West Point is it an institution that sort of beats stoicism into you. It’s just daily adversity for four years and you best learn how to overcome those types of obstacles. So the book itself, The Obstacle is the Way, does a really nice job of capturing that school of thought, and then making it something that’s accessible and practical and applicable.

Pete Mockaitis
Excellent, thank you. And how about a favorite tool?

Mike Figliuolo
Are we talking hand tools?

Mike Figliuolo
Yeah, for me it’s always just been the good old hammer. I’m a simple guy at heart. I was a tank platoon leader; when something was broken, you got out the hammer, you got out the ranch, and you got out the baling wire, because it’s one of those three things that’s going to solve your problem. I guess where I’m going with that is, I like simple tools. The tools that we teach in classes, the frameworks that we use tend to be very simple – the 5 “Why’s”, the 7 “So what’s”, a logic map, because if a tool is simple and you understand how to use it, you’re going to use it more frequently and eventually get really, really good with it.

And if I give you a big, complex tool with a lot of different moving parts and it’s got to be plugged in and it’s got 18 steps before you can use it, you’re not going to use it. You’re not going to use it and you’re never going to build any sort of facility with it; you’re going to be frustrated by that tool because it’s so complex. So, for me, I think a hammer is a pretty good metaphor for how I think about learning and training and how we apply our craft in the classroom.

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

Mike Figliuolo
A favorite habit. A favorite habit is getting up same time every day and hitting the same morning routine every day, on days where it’s possible. If I’m getting on a plane – okay, the routine’s out the window. But it’s get up, hit the desk, read the news, update the finances, clear out some of the email from the night before, shower, get changed, have the green tea, and then start in on the day. But just that routine in the morning kind of gets the body moving, gets the brain moving in a certain direction, and it generates that initial momentum for me, that carries through the rest of the day. If you want to mess me up on a given day, change my morning routine. Screw something up in that sequence and I’m just off. And it may be just that I’m obsessive about the way my world works – I don’t know, but that routine is something that I encourage people to find ’cause it gets you in that rhythm pretty quickly each day.

Mike Figliuolo
I go to personal conversations really, from coaching or from classrooms, and I think one of the biggest things that’s always had a pretty powerful impact on folks when I’ve shared it with them is when I hear somebody say, “Well, I have to do X, Y and Z.” I stop them and I say, “Hang on. You don’t have to. You choose to.” And it’s like, “What? No, I have to go to this meeting with my boss.” I say, “No, you don’t. You choose to go to the meeting with your boss, because you understand there are consequences and you are choosing not to accept a different set of consequences. But you don’t have to do anything.”

And just by reframing that and helping people understand, “I am making a choice here” versus being forced to do something, it all of a sudden allows people to regain control of their lives. When you look at somebody who says, “My life is out of control”, they basically outsourced the ability to make decisions to the world around them. And you’ll hear them say a lot, “Well, I have to do this, I have to do that, I have to do that”, and they’ve given up control, and therefore they feel out of control and it’s very disconcerting.

Just by that small change in, “Hey, I choose to be on this interview right now, I choose to not send my dogs to daycare when I’m going to be on the interview, and the consequences.” I’ve got a poodle looking at me scratching to get in the room, and I’ve got a Jack Russell playing with a tennis ball over here and I’m hoping both of them don’t bark. But that was a choice – I don’t have to have them in the house when I do this; I made a choice, and there’s consequences to every choice we make.

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

Mike Figliuolo
They should go to ThoughtLeadersLLC.com. And you can find my contact info there, and our blog is there, and we share a lot of great info on the blog on a pretty regular basis.

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

Mike Figliuolo
Stop and think. Just stop and think – before you say something, before you react, before you send that email where you’re upset, or you file that complaint, or you launch that new initiative – just stop and think. Think for like five minutes about the 5 “Why’s”, the 7 “So what’s”; think through what’s fact and what’s assessment. Just stop and think, because you’re going to get to a much better solution.

Mike Figliuolo
Great, thank you very much for having me.

210: How to Generate Many Creative Ideas with Tina Seelig

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Tina Seelig says: "if you change one word in the prompt of a question you can unlock a lot more solutions because the answer is always baked into the question."

Professor Tina Seelig talks about the critical components, principles, and tactics for bringing ideas into your imagination and out into the world.

You’ll Learn:

  1. The two requirements of imagination
  2. How to generate many new solutions via framing and reframing
  3. The argument for brainstorming

About Tina

Tina Seelig is Professor of the Practice in Stanford University’s Department of Management Science and Engineering, and is a faculty director of the Stanford Technology Ventures Program. She teaches courses in the Hasso Plattner Institute of Design (d.school) and leads three fellowship programs in the School of Engineering that are focused on creativity, innovation, and entrepreneurship. Dr. Seelig earned her PhD in Neuroscience at Stanford Medical School, and has been a management consultant, entrepreneur, and author of 17 books, including Insight Out (2016), inGenius (2012), and What I Wish I Knew When I Was 20 (2009). She is the recipient of the Gordon Prize from the National Academy of Engineering, the Olympus Innovation Award, and the Silicon Valley Visionary Award.

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