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KF #25. Plans and Aligns Archives - How to be Awesome at Your Job

1108: How to Think, Act, and Achieve Like an “A-Player” with Rob Monson

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Rob Monson reveals how professionals can become A-players—and what leaders can do to retain them.

You’ll Learn

  1. The hard truth many leaders don’t want to accept
  2. What A-players do differently from the rest
  3. The simple trick to get a day back every week

About Rob

Rob Monson, founder of Tenfold Advisors, is Utah’s leading business growth coach. A Scaling Up and Metronomics coach, he helps mid-market CEOs install disciplined systems that transform people, strategy, execution, and cash. His clients have driven Utah’s most founder exits at a 7X EBITDA multiple, 10X profit gains, Inc. 5000 honors, and award-winning cultures. Formerly with Golf Channel and 1-800 Contacts, Rob now shares practical scaling insights as Tenfold Biz Coach on TikTok.

Resources Mentioned

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Rob Monson Transcript

Pete Mockaitis
Rob, welcome!

Rob Monson
Hi! Thank you, Pete. Thank you for having me.

Pete Mockaitis
Well, I am so excited to hear your wisdom. You are privy to a lot of deep, high-stakes, personal conversations, coaching executives and business owners. Can you give us a little bit of context for those conversations?

Rob Monson
Yes, so I’ve been a business coach for eight years this month, as a matter of fact, and what I do in my role is I coach CEOs and their leadership teams to help grow and scale their companies. And I do that through helping them install systems and routines and behaviors that help them eliminate drama and focus on the right things.

Pete Mockaitis

Well, that sounds fantastic. Eliminating drama and focusing on right things are themes and powerful levers, it seems, in terms of accelerating careers and results.

Rob Monson
Yes, absolutely. And one of the big things we focus on is, “Initially, do you have 100% A-player leadership team? And how do you get to what we call an A-player leadership team? And how do you make sure and can identify whether you have non-A-players in your team? And what does that look like?”

Pete Mockaitis
Well, I was watching your TikTok and it’s amazing. You have a tremendous number of views for coaching insights on TikTok. Didn’t even know you could find that there, but now I do. And you got them, Rob. I was watching one of your videos, and you talked about, very quickly, eliminating C-players, and that sounds a little bit spooky.

So maybe let’s define what makes an A-player, B-player and C-player, and knowing maybe first of all that some folks feel a little bit perhaps even bristle-y about the language. What about a growth mindset, Rob? Can’t we all flourish and become A-players?

Rob Monson
They do. And this is the difficult part, is in the modern era, we try to avoid labels. However, if we cannot label the behavior and the performance, we will not grapple with it and we will not grow. And so, when we talk about an-A player, it’s someone that lives the core values 90-plus percent of the time, the organization’s core values 90-plus percent of the time, and hits KPI-driven goal 90-plus percent of the time.

So, we have a subject of measurement that’s normed over time by leaders in an organization. We share our scores with each other and we grade out our teams, which we do quarterly. And then we have an objective measurement, which is how often they hit goal. In between those two things, you find whether they have an A-player or not.

And your B-players tend to be people that live the core values consistently, but they aren’t as productive as we need them yet to be. Maybe do not have the habits, routines, behaviors. Sometimes, it’s skillset, but usually it’s embedded in the other area of habit, routine, that really makes them successful. And finally, we have C-players who do not live the core values and are not productive.

And here’s a fascinating statistic. C-players drag down each team by at least 30% productivity every single time.

Pete Mockaitis
Wow! So, a single C-player can drag down a whole team by everyone by 30%.

Rob Monson
A single C-player can drag down an entire…yep, A single C-player will drag down a team’s results. It doesn’t matter what the KPI is or growth measurement, by at least 30% every time. And it’s remarkable how often that’s held up over the last eight years.

Pete Mockaitis
Well, that’s intriguing. And so, you’re measuring that based upon the attainment of these KPIs?

Rob Monson
Yes, well, attainment of the KPIs, and also, you see some behavioral practices as well that tend to fall off in terms of how they live the core values because they’re making up for this person’s lack of behavior and productivity. So that’s why, when we identify if we have a C-player in our presence, my usual question is, “What time are they leaving today?” And I don’t mean that to be…

Pete Mockaitis
Okay, ooh, Rob, spicy. Right to the quick.

Rob Monson
I learned that from an amazing coach named Dave Baney out of Las Vegas. And Dave had it spot on, which is you’re on the clock. It’s like the NBA shot clock. You are on the clock before your A-players leave. And what you want to do above all, that’s the number one reason you’re a-players will leave is tolerance for C-players.

Number one thing you want to do in an organization is preserve your A-player team and be able to remove the C-players that drag them down. And what happens again, that’s the weight that drags us down. So, most organizations, if you follow the rules that were established about 30 years ago, or the research that was established years ago by a person named Bradford Smart, who wrote a book called Topgrading. By the way, don’t ever read that book. It’s a really rough book, but the concept is great. And in “Topgrading,” the logic and philosophy is that about 25% of your organization will be C-players.

Pete Mockaitis
You say Geoff Smart?

Rob Monson
Brad Smart, his dad. Read Geoff Smart in Who. That’s a great book.

Pete Mockaitis
Oh, well, I was going to say we had on the show, way back in the day, episode 30 in 2016, Randy Street from ghSmart, because this language of A-player is bringing me back. And he said something kind, I think, if folks are bristling out the labels, and I think it’s true. Everybody is an A-player at something. In the right organization, in the right role, they can flourish as opposed to, “Oh, you’re just dumb and worthless. So, I guess you’re out of luck everywhere.”

Rob Monson
Absolutely. And, you know, in the modern era, because there are just so many ways now for us to make money and so many outlets, today’s C-player usually is an A-player on their own. And one of the one of the big key pieces of advice I give to people who are not flourishing and have a sort of a track record of not flourishing when you dig into their history, it’s, “Hey, you have a great skillset in this particular area and you have great behaviors in this particular area, but you just don’t flourish under someone else’s values. Go start your own thing.”

Today’s entrepreneurs were yesterday’s C-players, and A-player entrepreneurs, too. So, there’s a way to get into a great role and a great fit, even if it’s not with someone else’s organization.

Pete Mockaitis
Okay. Well, let’s define some of these behaviors. It sounds like there is some variability in terms of the organizations and the cultures and the values. But, perhaps, could you zero in on a few universal or near-universal behaviors or things that comprise an A-player?

Rob Monson
Yeah, absolutely. So, we talked about living the core values and hitting KPI-driven goal, and the question is, “How do they do that?” And what we find is they are better at developing habit and routine, meaning that those who set their day in a predictable way, who go out of their way to figure out, to realign themselves to a set of key priorities they’ve established, hopefully for the quarter, “What am I doing relative to those priorities that I’m going to accomplish today?”

“Where am I stuck?” Understanding, “Where am I stuck and need help from others to be able to accomplish those priorities?” And then number three, “If I’m pacing behind on one of my key KPIs, what am I doing to catch up?”

And those are sort of the behavioral traits that the A-player tends to have in addition to some of the things that you talk about with on your podcast on prioritization and time management, those tend to be the hallmark of the A-player is they can prioritize, they can time-manage they can look at that set of priorities and say, “This is important. This is not important.”

What we see, really, really important, in this in this scenario is, one, successful people time-block two weeks out consistently. They block their time. They have their calendar blocked out with time, specifically spent to work on their handful of one, two, or three key priorities they have to accomplish for the quarter.

Number two, their heads are out of email or Slack or Teams. And I remember, like, the Slack tagline 10 years ago was something like, “Be more productive,” and those tools kill our productivity because they encourage us to respond to urgent instead of important. I’m not saying there isn’t any use for those tools, but you have to get into the same habit of Slack or Teams as you do with email, which is if you’re highly productive, you get into a mechanism where you’re responding three times a day.

I do it at 8:00 a.m., 12:00, 4:00, and spend a half hour doing it and economize my responses with AI or other tools, or I get into the trap of being stuck in email. And one of the most painful things we have to do as coaches, is remove leaders who cannot get their heads out of email because that’s not where we need them focused.

Pete Mockaitis
Okay. Well, these are some very specific perspectives. And, it’s funny, I’m imagining, this brings me back to a conversation I’ve had with a couple folks who are in the mortgage game and doing very well. And so, I say, “What’s the trick? How are you able to just really generate so many more loans, deals than the other folks?” And it’s like, “You know what? The thing is, when I’m at work, I’m doing my work.”

And it sounds like, “Well, duh.” But especially, when there are some activities, we feel some reluctance towards like, “Okay, I’ve got to go do prospecting in the sales universe. Like, oh, that’s kind of uncomfortable. That’s kind of unpleasant. I’m going to get some folks who are not pleased to be hearing from me.”

And yet it seems that, from my limited sampling, those who go do that, as opposed to find any other thing they could be doing on email or anything else, tend to flourish in a sales role, for example.

Rob Monson
Yeah, yeah, absolutely. And there might be some people that are very task-oriented and very relationship-oriented, right? And sometimes we have to make sure we can put them in the right role. They are good at some things. Sometimes you have to have the self-awareness to be able to realize whether you are task- or relationship-oriented.

Like, that’s why I have to minimize task for salespeople, meaning the systems do the tasks for them, whether it’s follow-up or tools they’re using. They have a minimal amount of data entry because they tend to be good at relationship and not tasks. Things that are high relationship and high tasks don’t tend to have a good middle ground unless you have extremely high-level people.

Pete Mockaitis
Okay, understood. Well, could you maybe walk us through a couple examples of folks you’ve seen see some transformational cool things in their career by following this kind of three-step process?

Rob Monson
Yeah, so what I’ve seen really consistently is, to your point, not everyone’s going to elevate, right? They just don’t have the ability to be able to grasp onto new habit and new routine. And it’s something sort of deep within them. It can be caused by a lot of things. It can be caused by habits growing up, childhood trauma, there are things. ADHD is a big component.

If you know the amount of people in society who suffer from ADHD, it’s about 6%. And then the number of people that suffer from slowish cognitive tempo is about 15%. That lines up perfectly with what I see among executives, which is about one out of five suffers from something that looks like ADHD, making it harder to form habits and routines.

Pete Mockaitis
Fifteen percent slow cognitive tempo.

Rob Monson
Sluggish cognitive tempo, yeah. Dr. Russell Barkley, I believe, has talked about that. That’s someone that’s a very interesting ADHD expert. I’m someone who suffered from ADHD myself. I have very good medication at this point, and that’s helped me develop habit and routine successfully, whereas without the medication, I could not do it.

Pete Mockaitis
Let’s define a sluggish cognitive tempo. Does that just mean I’m thinking slow?

Rob Monson
It usually just means that, you know, between the ADHD receptors, right, we’re not getting quite as much of a chemical reaction that we need to. I think it’s dopamine and norepinephrine, right, or something in those neighborhoods, the same neighborhood. You’re not getting enough that you need out of those two to be able to be as effective as you need to.

So, it becomes an executive function issue, meaning we’re not able to consistently make decisions and listen appropriately in such a way where it translates into us being able to either absorb new habit or routine, or be able to prioritize and manage our work effectively so we get through things, we accomplish things we need to, and we excel, learn new patterns as we go.

Pete Mockaitis
Okay, understood. And so then, it sounds like, sometimes you find yourself in that boat, it may just be a biological matter, something in the realm of medication, in the realm of nutrition, exercise, or kind of outside of what happens inside the office.

Rob Monson
Yes. So, to your point, those situations are very difficult to deal with. Those who are successful can, basically, with a little bit of coaching, even though they might not have had in the past, to say, “Hey, let’s really focus on blocking your time out now more effectively so you have time to be able to spend focused on your priorities. Let’s make sure that you are spending way less time in email on a daily basis, that you’re only checking it three times a day, over Slack,” for instance, right?

“Let’s take those distractions that maybe you’d walk down the hall to be able to go talk to someone and let’s get those knocked out of the way in a daily huddle.” We haven’t talked about that yet, but in a daily huddle, we usually put our executives and all of our teams in a daily huddle where they can knock out things that don’t distract them later in the day.

And if you can do those things successfully, what we find is, and about 30% of leaders will be able to do that, so probably low for a lot of people, but that’s the reality is you can get about 30% will be able to develop new habits and routines, they will be able to be successful in their role.

Pete Mockaitis

Okay. Well, let’s talk about a few of the particular habits with regard to time blocking, and the process by which you identify, “Hey, what is the high-value thing? And how do I think about where the best place is to block that time?” Maybe just walk us through a couple examples of folks putting this into action specifically in their roles.

Rob Monson
Sure. So, the most successful way that it starts, by the way, is at a higher level than maybe all of us start with as even leaders or even doers in an organization. It starts with the leadership team coming up with a set of priorities. And once those set of company priorities are known, then we can actually tie our priorities back to the company priorities.

And can they always tie back? No. But in most cases, everyone can usually tie their priorities back to something that’s a key priority for the organization. That’s step number one, “Is what I’m working on tied into the most important things the organization has deemed worthy or important to work on?” That’s number one, “And do I have a handful of things tied to that?”

Then, usually, the KPIs or the measurements that I own are also tied to those priorities as well. Not always, but most of the time. So, it’s, “Am I devoting a portion of my week to making sure that I accomplish those priorities and the tasks related to them, rather than getting distracted by something that comes up like an emergency?”

Because the job isn’t to do the job, by the way. The job is to do the job better. And that’s where most people fall off into non-A-player land.

Pete Mockaitis
Expand on this notion the job is not to do the job?

Rob Monson
In a scaling company, we want A-players. And what I mean by that is we want to grow the A-player percentage inside the organization. And the percent of A-players is something that each leader is measured on. And again, that’s the person that lives core values, that’s KPI-driven goal. And what we want, and we pay for this as well, we’d rather have one great person than three average people. We’ll pay that one great person two times their average salary and still win.

And when we do that, what we expect out of that role is they will not just come in and sit in the seat and do the job. It’s they will actually excel with the job. They will be better than the role. They will wipe out portions of the role that are inefficient and ineffective. And these are things that are very clearly set as expectations up in the hiring process.

Pete Mockaitis
Okay, well, could you walk us through a story of an individual who wasn’t doing the things, then turned around and started doing exactly that?

Rob Monson
Yes, so I had a member of a leadership team, and this is someone who, you know, had struggled previously before I became the coach of the organization, had struggled by getting distracted by the wrong things. With her, it was, “Hey, we’re going to be focused on things that are emergencies or things that are popping up throughout the day.” And this person was not doing what they needed to do to actually systematically work through, “How do I make sure this emergency never happens again?”

And what that meant was they, and because they weren’t accomplishing their priorities, which were directly tied to being able to eliminate those emergencies that popped up consistently, they just kept running into the same issue again and again. Once this person adopted a time-blocking routine, and by the way, was she immediately better at all aspects of time blocking? No, she gradually worked up to it. She blocked out a day, a week, you know, a week and a half and up to two weeks as she did that.

And as she got, she was coached by myself and by the CEO to be able to let go of things that were not the most critical priorities and be able to stay focused on certain times of day to respond to her email, she became one of the most productive members of leadership team and is still in her role to this day excelling.

And she’s learning not only is she able to excel and sort of think past the role, which is where we need our A-players to be, she is becoming an expert at recognizing patterns. And that skill of pattern-recognition is something that is built up over time by focusing on the most critical things.

Pete Mockaitis
Understood. Well, so let’s get into some detail associated with the priority and the time-blocking, how it is done better. So, we already talked about getting the alignment associated with the organization’s priorities and getting your priorities and the key performance indicators that we’re responsible for and what are the activities that will move those forward. Are there any magical questions that you find are super handy to cut through the lesser important things and really highlight the magical things?

Rob Monson

So, what we see is that most people who are successful with prioritization, they learn to do something that we teach them, which is a priority, usually, it’s a longer-term project. It takes several weeks to accomplish.

We teach them a practice of breaking down that priority by week and putting in place one major milestone they have to accomplish related to that priority in a given week, by the Friday of every week, to be able to successfully complete a priority in the time that they’ve allotted themselves.

Now again, they’ve gone through a process of sort of aligning, “Hey, is this something that’s critical and tied into one of the company priorities? Is it tied into the department priorities that I’m a part of?” And then we go through a process again of laying it out and being able to say, “Hey, how do I get into measurable steps that I can go through and be able to be more effective at hitting on a consistent basis?”

Pete Mockaitis
I dig that. And it’s funny, I imagine, as you do that, then the emergencies become even more irksome to you, such that you’re like, “No, the mission of this week is this, and instead I’m dealing with that.” And that question you asked, “How could I make this never appear again?” feels all the more weight-y, substantial, and critical that, “No, no, I’ve entertained this little interruption, annoyance, urgent thing, dozens of times. And before, whatever, I was cool, I was patient, and friendly, and no more. No more. That comes to an end now.”

Rob Monson
Yes, they get out of what we call firefighter mode, which is, and we love real firefighters that respond to real fires, but the rest of us in our work cannot be firefighters. Those jobs are all going away. So, if you believe your job is to show up and put out the fire, or to respond to the same problem again and again and again, that job will one day be erased.

What I want to get into is a role of being able to say, “How do I make the job better? How do I get rid of things that are constant pains to me and the organization? How do I do that with my priorities? How do I make sure that I’m changing the outcome in my role?”

Pete Mockaitis
And can we hear some cool examples in practice how a particular recurring emergency fire kept showing up and how a person figured out how to prevent that from ever emerging again?

Rob Monson
So, a good example of someone being able to systematically sort of see past daily emergencies and be able to sort of put out the fire is someone who works at a manufacturing organization that I coached. And we hired, we do not have a history of hiring A-players in this organization. We did manage to hire A-players in the roles in our back shop, and we had a pretty high defect rate. The defect rate was something like 6%.

And what, literally, within the first couple of months, a couple of key A-players said, “Wait a minute, why are we making the same mistake again and again and again with how we are pulling product off the line? Why don’t we, in fact, change the process of how we’re doing that so that…” in this particular case, it’s a facade that we manufacture for buildings, “…so that it occurs in a different spot than it did previously?”

And this is something that no one had ever thought of. They just kept doing what they were doing, meaning they just sort of kept wallowing in it, “Hey, it was really painful. We have a defect rate,” and rework costs companies so much money we don’t even realize it. And this was creating a very unprofitable entity, by the way.

And once they realized that, and we had all the other A-players in that role, number one, those people were thrilled and happy because they didn’t feel like they were failing every day. Number two, that organization’s profit went up by 8,000% the following year.

Pete Mockaitis
Oh, 8,000. Okay, there you go.

Rob Monson
It literally went up 8,000%. That’s the craziest thing. Yep, that might be one of the crazier stories of all time, but you get your defect rate low enough, and it can just be, that’s the stuff that’s shooting ourselves in the foot. Everyone thinks they’re going to grow because of demand or competition. It’s all just stopping you from shooting yourself in the foot.

Pete Mockaitis
Well, this is bringing me back memories. I had a consulting project at one of the world’s largest cookie-manufacturing plants, and it’s wild, yes. Especially in a manufacturing world in which, if margins are slim and competition is fierce, and it often is, then, yes, a meaningful change of the defect rate is huge.

And it’s funny, now I’m thinking about there’s so many things that we just kind of accept or put up with as normal, how it is, and it takes sort of an extra level of acuity, awareness to say, “No, no, time out. That’s not acceptable.”

And so how do you develop a little bit of that wise sensibility to recognize, “Hmm, this is a reality of which, you know, humanity must deal with,” as opposed to, “No, that’s jacked up and we got to fix that pronto”?

Rob Monson
Right. So, you touched on something that’s very, very critical. By the way, there’s a great website called The Systems Thinker, which is very useful, and it talks about people that are more predisposed to linear thinking versus systems thinking. And systems-thinking people tend to be able to see patterns in things.

So, one of the key things that I will ask, when I start coaching an organization is, “What are some basic things that you’ve seen over the last several weeks or months that aren’t good that you would like to change?” It sounds really, really basic, but sometimes no one, and again, a lot of organizations are poorly managed, most are, and nobody asks sometimes.

Pete Mockaitis
“Well, last time, nothing happened. I was ignored. They bit my head off. I’m just going to keep quiet here.”

Rob Monson
Yeah, the number one thing we deal with are dysfunctional leadership teams, right? And that creates that lack of psychological safety. Or, you know, you might have a manager that’s below leadership team who still creates that lack of psychological safety, and people don’t feel comfortable doing that.

But, “Hey, it’s just, what would you change? If you could, what would you get rid of that wastes your time, right, that would actually help you have a more high-level job to be able to get you promoted in the future if you could spend more time on this?” Those are the basic things that help people realize annoying tasks that waste their time.

I ask every one of my leadership teams to say, “Tell me the top five things that waste your time.” And they write them down. And then I say, “Okay, how much of that could you automate, eliminate, delegate, or simplify?” Most will come back with half a day to a full day of time savings that they can re-deploy.

Pete Mockaitis
Per week? Per month?

Rob Monson
Per week.

Pete Mockaitis
Okay.

Rob Monson
It is a per week savings in time when they go through that process. Because again, we just don’t proactively, in a lot of cases, or the organization hasn’t created psychological safety enough, to make it a practice to routinely think about, “How do you economize time spent on low level tasks?”

Pete Mockaitis
I love that. Could you give us a couple examples of, “Here’s a time waster we identified and how we busted it”?

Rob Monson
A couple of critical things. So, I have an example of a COO, for instance, who was struggling with time management, and I asked him to write down “What are the top five things that waste your time?” He did. And one of the most compelling things that came out of it was that none of the lists were very compelling at all. And I said, “How many of those could be delegated?” And guess what his response was?

Pete Mockaitis
All of them.

Rob Monson
All of them. Yep, every single one of them. And that’s usually kind of what you find out of that process is, you know, there are a lot of low-level tasks. It can be the time you spend polling reports where you can’t get to transactional data fast enough. It can be the time spent chasing the problems caused by your B & C players that are creating in the business, right?

People, because they have a fear of letting go, are holding onto the very low-level tasks, sometimes in very high leadership positions. So those are the kind of things that tend to hold people back in how do they use their time more effectively.

What I find in organizations, I’ll come in, and most people, I’ll tell you right off the bat, most people are at about 30% of what their true capacity is. And people say, “How is that possible? How is that humanly possible given how much I’m working?” One, we’re not focused on the right things. Two, we’re not focused on the process of automate, eliminate, delegate, simplify in how we look at work.

And, three, we’re not doing the time management things I was talking about earlier. So, when you get all those things going in an organization, you see that people have a completely different level of output and behavior, not just with themselves, but with each other if they’re an A-player.

Pete Mockaitis
Understood. Well, Rob, I’m curious, can you tell us any other key tips, tricks, do’s, don’ts that we haven’t covered yet?

Rob Monson
So, there are a couple of things that when we talk about habit and routine, and what we find is that, consistently, if people are not doing something daily or, at the minimum, weekly, it will not form into a consistent habit.

And so, what we want to do is, with one-on-one coaching, we try to get that into a weekly behavior, meaning you are in a one-on-one coaching session with your supervisor all the time, as much as possible. By the way, some of the worst times I’ve had in my career is when I did not have a consistent one-on-one with my supervisor.

And there’s a huge difference between organizations that will do consistent one-on-one coaching and those that will not. So, one of the things I encourage people to do is, if you’re not having a one-on-one with your supervisor weekly, I would ask for it, first and foremost. And I would get feedback on what I’m working on for two reasons. One, stay focused on the most critical things. Get aligned around that.

Two, “Behaviorally, are we both seeing the same thing? How are you growing? Where do you need help and support?” There’s a massive difference when people get both quality and quantity in coaching. And the organizations that do not do consistent one-on-one coaching, they’re always in my bottom three in terms of year-over-year results if they do not one-on-one coach on a weekly basis.

So, it’s like, “Hey, if you’re an organization that won’t coach you, that your boss keeps giving it up, you’ve probably got the wrong boss,” they’re saying, “Hey, I can’t get to your one-on-one this week because something else is distracting me,” I’d find another job.

Pete Mockaitis
Okay. Understood. Well, that has been my experience, that I have experienced way more learning growth development when I did have that regular recurring thing in conversation happening. And I like what you had to say about a habit. I’m reminded of, I’ve got fond memories in consulting with a teammate named Blair.

And whenever we were returning from the client trip, it was understood that he and I would be taking a cab together from the Chicago airport, Midway or O’Hare, back to the office. And folks would be like, “Oh, well, we can all get on the same cab.” And Blair would say, “No, Pete and I,” he’s from New Zealand, “Pete and I will be on this cab. We’re going to be chatting.” And so, I loved it because I felt like I was a priority for him, so I felt tremendous loyalty.

As well as it was a nice, we talk about habitual, it was a nice groove. It’s like, “Okay, this is a sensible time. We did a bunch of work at the client site. We’re now about to have more of a chill Friday with, whatever, filing expenses or whatever. And so now, while it’s fresh, we’ll talk about what we observed during the course of working at the client site week after week after week,” and it was gold.

Rob Monson
Yeah, absolutely. And what you find is that most people will say, “Well, I have no time,” or, “I have no time to coach.” And the real answer is you have no time because you will not coach. So, what we try to do is get people’s mindset around that.

And if anyone listening to this, if they’re in a coaching position, and if you’re in a manager role, that’s the job, unfortunately to some people. I mean, fortunately, for people that want to do it, that’s the job. But a lot of people will go, “Well, I don’t have time to manage my team.” Well, that’s the job.

Now you do get into these really unfortunate things like ratios when they’re managing more than, I mean, eight people is kind the maximum anyone can really coach effectively. Like, eight is a burn line. People get to 10. Weird things like insomnia and anxiety go through the roof in the leader. So those are the things you have to look out for.

You can appoint team leads or do other things to solve for that situation without, by the way, having to pay more in a lot of situations. It’s just, hey, give someone a coaching assignment. Remove the 10% of their week that was focused on those tasks that could be automated, eliminated, delegated, and simplified, and give somebody an assignment to coach their team member. That’s a great way for people to build their skills and capabilities over time.

Pete Mockaitis
Beautiful. Well, so that’s one critical key, weekly, behavioral, habit thing is these recurring one-on-one coaching bits. Any others that you would elevate to similar criticality?

Rob Monson
So, you heard me talk about a daily huddle. And this is something so you might have heard of Vern Harnish who wrote the book Mastering the Rockefeller Habits and Scaling Up. I was part of an organization that had a daily huddle several years ago, and we grew and scale like wildfire. And a couple of things I never heard because of that daily huddle were, “Hey, no one’s ever told me about that,” or, “Hey, we don’t know where someone is on this particular project or priority.” We were always on top of those critical things.

So, we get everyone into a daily huddle where they’re there for five minutes a day with their team members. There’s usually a minute per person on the team. It might go a little bit longer than five minutes if it’s a bigger team, right, 10-people team, 10 minutes. But, “Hey, what are we focused on the next 24 hours? Where are we stuck? Where am I with my KPIs? And what do I need to do to get them back to green if they’re not?” And that’s basically it.

Pete Mockaitis
And one thing I love about that is just the basic accountability. There’s no hiding out when that is occurring. It’s like, “Oh, Rob, it seems like you’re not doing much. Well, lucky us, we have some resource available to give you some stuff.”

Rob Monson
Yeah, and you get the non-A player responses at first in organizations which are, “Well, that might be like micromanagement.” No, we’re just going to manage the company. Most people don’t even run their companies effectively. We’re just going to have basic alignment every day. It’s going to take a couple minutes. It’s going to free you up throughout the rest of your day.

And the one thing that really changes you, and this is what’s really silly when people fight putting in place a daily huddle. At the end of the day, the five minutes of prep that you take for that particular meeting is what changes you. And again, it’s part of that habit routine we talked about earlier. It’s, “I know what I’m supposed to focus on today. I know where I’m ahead and where I’m behind. I know where I need help.”

That little thing, fundamentally, allows us to put all the other systems and tools we put in place to grow organizations. And people will fight it.

Pete Mockaitis
Yeah, certainly. Yeah, you’ve got that perspective. It’s like, “Oh, I said yesterday I was working on this thing, but I’m about to end my work day with very little progress on that thing. And so, I’m going to have to fess up to that tomorrow. That sounds very unpleasant. Maybe I’m going to kick it into gear here.”

Rob Monson
It’s a little bit uncomfortable. And I remember back in the day, I worked at a company called Compass in Florida, and we help big universities take degree programs online, and Dan Devine was our CEO, and it was a little bit uncomfortable. And Dan was a super nice human being, by the way. But it was professional. You walked into the meeting and you were ready to go. And, by the way, being ready to go and being professional are not bad traits to be able to grow your behaviors, capabilities, how you treat other people on a daily basis.

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

Rob Monson
One of the things I’d like to say about pattern recognition, just very, very quickly, is that that is a skill that not everyone has.

Our A-players tend to have it, meaning 25% of the population will tend to have it. It can be developed over time and you have to be able to ask yourself some really key questions, which are, “Hey, what are the effects on the ecosystem around me? Have I seen this before? Have I seen anything remotely like it in my past that I can compare what I’m looking at right now to?”

Those are things that we don’t do that often in business, but those are kind of some of the key questions we have to ask ourselves to try to get more into systems thinking or pattern-recognition mode over time. And so, people can get better at those areas, but it can be a struggle if we’re more of, “Hey, this straight line gets me from point A to point B and it’s hard to think outside of that.”

There can be some great linear A-players though, to be very, very clear. I’ve worked with people like that in the past and they were amazing at keeping someone like me in the right spot when I needed it. And so, you can get some very, very highly effective A-players that are linear thinkers. They might not be as abstract as everybody else and they’re not dumb. They just think differently than the rest of us. They’re very precise in how they think about their day, their week, their month. And they don’t deviate from that too much. That’s fine.

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

Rob Monson

“Plan your work and work your plan.” And I believe my boss, Suzanne, back in the day at Compass, heard that from Johnson & Johnson. That’s one of my favorite quotes of all time because, really, that’s the essence of how to do successful work is, “I plan what I’m going to do and I fight toward it, and I get better at prediction.”

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

Rob Monson
So one of my favorite studies is the research that Bradford Smart did, Brad Smart did, back when he created the hiring process for GE, back when GE was GE, and that’s what we refer to as “Topgrading.” There’s probably a better name for that in the modern era, but that’s the same process that Geoff Smart, basically, shows us in the book Who.

But the research behind that was very accurate. And what it says is that 25% of the organization will be A-players, meaning, again, those people that live the core values, hit KPI-driven goal, 50% will be Bs and 25% will be Cs. And the crazy thing about that, when you actually tie in everything else that we talked about today, is that you could have 25% of your organization walk out the door tomorrow that were C-players and your happiness and productivity would actually go up.

I have a client that I’ve worked with recently, actually started them several months ago, and they’ve done a great job. This is going to be a very well-known nationwide brand in the very near future. And they realized very quickly, the CEO realized they had people that were not living the core values and were not productive in their midst, and they quickly changed that outcome. They did try to coach up, that didn’t work, so they quickly removed those who would not elevate.

And guess what? Everyone’s happiness has gone up dramatically, the organization is now going towards its goal tiers. Here’s the number one thing. The A-players have not left. And that’s what we want more of.

Pete Mockaitis
Okay. And a favorite book?

Rob Monson

The Five Dysfunctions of a Team by Pat Lencioni. And I have every leadership team member read that, and I wish I would have read it even sooner than I did. I read it several years ago, but wish I’d read it even earlier than that. It would have really helped me understand what my role is on a leadership team.

And that is you are on the leadership team first. You’re not the head of marketing. You’re not the head of sales. You’re not the head of operations first. That’s where we get into the most trouble as leaders is you think you’re the head of the other team first and you come to the table as their advocate and not coach them through obstacles. That’s where you get into the biggest challenges.

Pete Mockaitis
Pat was on the show. He was awesome. And a favorite tool, something you use to be awesome at your job?

Rob Monson
There’s a great toolset that I’ve used consistently lately, which is an assessment of ironclad emotional control in leaders. And one of the key behavioral characteristics we find in Sam Walker’s book, The Captain’s Class, is that leaders on sort of dynasty, very successful sports teams had some very similar characteristics. And one of them was ironclad emotional control.

And what we do is I give them a really quick 12-question assessment to see where they are with their own Iron cloud emotional control. And that’s created, not only in myself, but in my team, some of the greatest improvements in self-awareness that you’ll see as leaders. So, that’s definitely been a favorite. Multipliers assessment is also a favorite tool, by the way, if we’re talking about team members. And if anyone’s talked about it in the past, Liz Wiseman Multipliers is a great tool.

Pete Mockaitis
Yeah, she was on the show.

Rob Monson
Liz Wiseman, the multiplier assessment, there are some quirks with it. There are some questions that I would word completely differently, but it is the fastest dose of self-awareness that you’ll put a leader through. And it’s pretty cool when they realize that, “How much did a previous leader multiply out of me? And how much did one that was diminishing get out of me?”

And if they realize they want to be like the one that multiplied more out of them, it’s a pretty fast change for those that are willing to do it

Pete Mockaitis
All right. And a favorite habit?

Rob Monson
My favorite habit is I get up. I look at everything I have to do that day and I say, “What is the one thing I’m doing tied into my top three priorities for this quarter?” And make sure that I have time, energy and effort focused on those things.

Pete Mockaitis
Okay. And is there a key nugget you share that really seems to connect and resonate with folks, they’re retweeting and commenting up a storm on TikTok, etc.?

Rob Monson
Yeah. So, yes, there are. Yes, there are some things that resonate. And sometimes, again, it’s that things resonate because they defy conventional wisdom. And one of the things that defies conventional wisdom is to be able to remove your C-players immediately. So, for eight years, in dealing with 35-plus, almost 40 CEOs, I have not, in eight years, ever heard the phrase, “I should have held onto that C-player longer.”

And what that means is, we usually, so mid-market CEO problem is way different, by the way. I mostly deal with mid-market CEOs, way different than the big bad CEO problem that a lot of us, we might have our impression of in our mind. We have a lot of really, really, well-intended mid-market CEOs that are members of EO, YPO.

By the way, great tip for your audience, if you want to find organizations that want to find A-players, look for organizations that are in your local EO or YPO chapter, the CEOs are in that. Those who are in peer learning groups are usually way more self-aware and open to A-player hiring, paying more for the right person in the right role than others that will not.

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

Rob Monson
One, they can follow me on TikTok, @robmonson12. Two, they can find me on TenfoldAdvisors.com. That’s my website as well. So, if they’re interested in learning anything more about what I do, that’s where they would go.

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

Rob Monson
The one challenge I would leave everybody with is the email challenge, which is find a way to get yourself out of email or Slack. Really try to set a habit and routine. That’s the fastest and easiest one. It’s, “Hey, you know what? I’m going to respond. I’m going to get in here three times a day rather than have the dopamine hit of doing it all day long,” so that you can spend more time focusing on more critical things.

Pete Mockaitis
All right. Rob, thank you.

Rob Monson
Thank you. I appreciate the time and getting to know you, and hope that was helpful.

790: How to Stop Being Overlooked, Underpaid, and Undervalued with Arika Pierce

By | Podcasts | No Comments

 

 

Arika Pierce reveals the simple steps to improving your visibility and value in the workplace.

You’ll Learn:

  1. The critical assumption that keeps professionals from advancing 
  2. How to properly negotiate for a raise or promotion
  3. Three rules for more visibility when working remotely  

About Arika

Arika Pierce, President and Founder of Piercing Strategies, is a leadership development coach and expert with a passion for creating forward-thinking leaders. After 15 years of corporate leadership experience, her 360 view of leadership has empowered her to help individuals hone their goals and reach their full potential.  

 

Resources Mentioned

Thank you, sponsors!

Arika Pierce Interview Transcript

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

Arika Pierce
Thanks so much for having me. I’m excited to be here.

Pete Mockaitis
Oh, I’m excited to be chatting, and I dig your book title I CAN. I WILL. WATCH ME.: How to Not Be Overlooked, Underpaid or Undervalued.

Arika Pierce
Yes, i.e., “How to be awesome at your job.”

Pete Mockaitis
That’s right. Nice healthy overlap there. Well, tell us, can you kick us off right from the bat, is there a particularly surprising discovery you’ve made about folks being overlooked from your work with clients and putting together the book?

Arika Pierce
One of the things that I hear all the time, especially with clients that I work with, is, “I want to be promoted,” or, “I want to advance in my organization. I feel stuck.” And one of the first things I’ll ask them is, “Have you had that conversation about your next steps or your interests or your desire to advance? Are you sharing your impact, your results, all of those things?” And there’s an assumption that, “No, my manager knows all of that.” I’m like, “Maybe they don’t.”

And so, sometimes people need a really clear roadmap on just how to really articulate and do the things to showcase yourself and to get to that next level. And that’s really what the book is about, it’s that roadmap because I think we assume, “Oh, I’m working really hard. Everyone knows my results, or they know that I want to work the cool projects or initiatives or lead the team,” but unless you really lay that out, especially in todays’ world, it might not be known.

Pete Mockaitis
Okay. And I’m curious, what’s your sense for, if you had to…maybe you’ve got some hot research or a rough sense, what proportion of professionals do you think are, in fact, overlooked, underpaid, undervalued?

Arika Pierce
I would say my informal research is probably somewhere around, I would say, 75%, and I do think that there are some groups that tend to get overlooked more than others. I work a lot with women and I think sometimes we, as women, are not as vocal or we are scared to be bragging or doing things like that. And so, as a result, we’re overlooked for opportunities or we’re not as visible.

So, I think it really comes down to sometimes some personal factors but I do think that there’s only a small segment in most organizations, in my experience, that is always making sure they’re staying at the forefront of the key stakeholders’, who are making decisions about their careers, minds.

Pete Mockaitis
Okay. And so, how do we know if we’re in that 75% or the fortunate 25%?

Arika Pierce
So, the first thing I say, I do a lot of work also around personal branding, is you should start to talk to the people who are making decisions about your career. The first thing to know is that it’s not just your boss, there are other stakeholders who have influence on whether or not you advance, whether or not you get, again, those visible assignments or projects or client work.

And so, you need to know who those people are and start to ask them questions, “Is my name coming up when there’s discussion about advancement opportunities? What are the words that you would use to describe me? How much do you think the work that I’m doing is connected to the overall direction of the organization?” Start to ask those questions. And if you’re getting a response where someone’s just kind of looking at you with, “I don’t ever think about you when I think about going far,” then you’ve got some work to do.

Pete Mockaitis
Okay. So, ask the questions and we get that vibe. And I guess I’m curious, are there also, on the underpaid side of things, there’s a number of places we can go online to research, “Hey, what is competitive salary for my role, etc.?” Any favorite places you like to go there?

Arika Pierce
So, you know what, my favorite place to go is to ask other people that are in your industry, perhaps that may not work at your same organization, and to start having more transparent conversations about what they’re being paid, even if it’s just a range if you’re not comfortable necessarily always sharing exact numbers. But I think that that’s kind of the best research. There are other places online you can look but sometimes just having those conversations with those like-minded peers can be the most transparent in terms of research and data that you’ll ever get.

Pete Mockaitis
Okay. Now, if that feels awkward, uncomfortable, do you have any suggested verbiage or scripts instead of just saying, “Yo, how much money you make?”

Arika Pierce
Well, again, I think that’s why it’s important to have a strong network. And so, I think if you have, especially mentors or other peers or colleagues, it’s to say, “Do you know at your organization about the range that someone would be making?” that’s either the position you’re in or the position that you’re seeking.

Or, you could say, “I was looking online and I saw that this job, this position, typically pays around X amount. I’m just trying to bounce that around with some people who might have a sense. Does that sound right to you about what you think this position should be making or would you say it’s 20% higher, 20% less? I’m just getting that type of feedback.”

And so, that again, we get really uncomfortable talking about sometimes, money and salaries, but that’s sometimes the best way to really get a sense on what the market is paying for certain roles.

Pete Mockaitis
Okay. And could you bring it together with an inspiring story perhaps of someone who was, in fact, overlooked, underpaid, undervalued, and what specific steps they did to reverse that and what became of them?

Arika Pierce
Sure. So, I actually have a client that I’ve been coaching for about two years, and she came into her organization, she was new to her organization, I should say, when she came into the role that she’s in. And what happens a lot, the job she thought she was coming in, and the job that it actually was, there was definitely a delta. And so, she started doing some of that informal research where she both looked online at different places but also started having some conversations with other colleagues or peers and just, again, getting that range.

And so, when she brought the information to her boss, she really approached it as more a negotiation versus asking for a raise, and said, “Look, I really want to align the work that I’m doing because it’s not exactly the scope that I was hired for. It’s much larger. I don’t have a team. I’m doing everything myself. And based upon my market research, this range is more closely aligned with the level of work that I’m doing.”

And he appreciated, actually, the way she presented it, and she also could show her impact, her results, all the things that she had brought to the organization in just a very short timeframe, and he said, “You know what, you’ve made a great case. And I can’t do anything right now but let’s put together a package that we could present.”

And so, one of the things I always tell people is just get a commitment to the next step. It’s very rare where your boss is going to say, “Absolutely. Let me put the paperwork in right now.” But she did get a commitment that they would revisit it in 90 days, and she did eventually get a very substantial raise.

Pete Mockaitis
Okay. Beautiful. And so, I think in terms of the starting point here, I think many of us might have some butterflies in the stomach, some jitters, not the confidence to boldly have such conversations. How do you recommend we start?

Arika Pierce
Practice. She and I practiced that conversation probably about three or four times before she actually had it with her boss. So, I recognize it’s not easy to go in and to even start the conversation but you need to practice. Have a friend, or if you have a coach, or a partner, another colleague, someone that you can actually have a good roleplaying conversation with, and practice it going a number of ways.

Practice them shutting you down immediately. Practice them pressing you for more information. Practice them saying, “You’re absolutely right.” And you knowing how to then, what are those next steps. So, you just need to definitely make sure that you’re prepared for the conversation. I also think it’s good to lay the groundwork.

So, I wouldn’t just go in and immediately ask my boss or manager on Friday at 3:00 o’clock if I could talk to him about making more money, but you want to start laying that groundwork early. Make sure that they know what you want to discuss before so they come into the conversation with the right mindset as well. And then, again, really look at it as a negotiation.

I think when we go into it, like we’re asking for something, it feels that we’re shut down immediately, that we failed, but go in and really negotiate. And some of it may be salary, some of it may be other parts of what you’re seeking. Maybe it’s more visibility to work on projects that are at a higher level. Maybe it’s a title change. Maybe it’s just better understanding, “If I’m making this, what do I need to do to get to making X?”

So, there’s a wide range of things that that initial conversation could be about but, more than anything, you want to make sure that you’re prepared. And the best old-fashioned way to prepare is just practice, practice, practice.

Pete Mockaitis
Okay. Beautiful. All right, Arika, well, backing it up a little bit, can you share with us what is your general approach and first steps if we want to be in the groove of not being overlookable, underpay-able, under-valuable?

Arika Pierce
So, it really gets down to having a strategy. I talk a lot about, in the book and also just with a lot of my coaching clients, is that being ambitious is not enough. You must also be strategic. So, for example, when it comes to being more visible, you should sit down and spend some time thinking about what is important to your boss or your manager, what is important to your organization, and you need to make sure that the work that you’re doing can be connected to that.

Oftentimes, I see people who are so busy, they’re spinning their wheels, they’re completely worn out, and they can’t figure out why they’re working so hard, yet people around them who appear to not be working maybe as hard as they are, they seem to be always getting that promotion, or getting that visible project, or doing things that, in some ways, feel a little bit unfair compared to how “hard” you might be working.

And so, oftentimes, that’s because they are doing things that are important to their boss and manager.

So, that’s one of the first things you need to do, is connect the work that you’re doing to what’s important to your boss, what’s important to your organization. And if you can’t make a connection, then you have a problem.

Pete Mockaitis
And when you talk about making the connection, it’s funny, I’m very good at rationalizing things in my brain, and so I’m imagining that it’s more about ensuring that the stuff you’re actually doing is that which is valued as opposed to telling a good story about it. Is that fair to say or is there some value in the storytelling, too?

Arika Pierce
So, I think there’s value in the storytelling, too, but you just have to make sure you’re telling the right story. So, for example, we know a lot of times higher-level management, they manage by soundbites so you want to make sure that you’re giving those soundbites when you do have their ear. So, if you know, for example, that there’s a client that’s the client that matters the most to your boss, then think about, when you have those conversations with your boss, how can you show that you’re overdelivering or you’re doing the things that are keeping that client happy or that are retaining the client.

Or, are you spending your time talking about things that relate to another project that you know is a much lower priority to your boss? So, think about those types of things. Again, that’s where it comes to being strategic. It’s being focused and knowing what those high-visibility areas are and making sure the work that you’re doing is connected to them, but it also is about the story that you’re telling, about how you are helping to deliver whatever it is the end goal is for that particular initiative or project or opportunity.

Pete Mockaitis
All right. So, can you share with us some particular tactics in terms of figuring it out, like what is strategically valuable, and then shifting ourselves over to doing it?

Arika Pierce
Sure. So, the number one thing is, if you don’t know what’s important to your boss or your manager in terms of that they’re working on, that they’re doing, then you need to have a conversation and ask. Oftentimes, when we have, for example, one-on-ones with bosses or managers, those people use that time to go down, “This is the task that I’m working on. This is how I’ve been keeping busy.” And sometimes that might be appropriate, but other times you really want to be having a deeper-level conversation.

You could always send a list of what you’re working on in advance of that one-on-one time, but actually spend that one-on-one time getting more information about, again, what are the strategic opportunities that are happening, or initiatives that are going on in your organization, what’s keeping your boss up at night, what are the things that they’re working on that they feel are critical. Spend time getting more information about that, and then, again, finding ways where you can insert yourself into those projects, into those initiatives.

But, again, sometimes it’s just as easy as having a conversation. When it comes to your organization’s overall growth and strategy, most of the time that information can be found in strategic plans or just, again, having those higher-level conversations, asking boss, your manager, your peers, your colleagues, “Where do you think we’re trying to go in the next three to five years? And how do you think our team fits into that plan?”

And those are the types of people who really advance and go to that next level. So, ask those types of questions. Especially right now, it could as easy as asking if you could sit in on maybe a meeting or something that’s happening at a higher level so you can get that greater level of visibility. And then really look at your calendar, look at your meetings, look at your to-do list and the things that you’re working on. Are they all tactical things or are they things that also can be connected to those initiatives that you know really matter?

Pete Mockaitis
All right. Well, let’s say we’re doing all these things, and somehow, it seems like we’re still getting overlooked. Maybe we’re in meetings and we say stuff, and people seem to just not acknowledge it, or someone else says almost the same thing we said, and then it’s like, “Well, I just said that. Why are you getting all the head nods and I’m not getting the head nods?” or maybe folks are stealing credit. Can you walk us through some of the other tricky realities that pop up even when you’re doing the right work?

Arika Pierce
Well, everything that you just said, and I’ll be honest, I have personally experienced many of those when I was in my corporate career. And, again, that’s why it’s really important to make sure that you are clear on your own accomplishments, you are clear on your impact and your results, and you really are finding opportunities to insert them and re-insert them into conversations.

I think, oftentimes, especially when it comes to having conversations about our work, our results, our impact, those happen once a year. When? During performance reviews. We have to change that. We can’t expect everyone in the organization or the people who matter for our growth in the organization to know and remember everything we’ve done over the course of 12 months. And so, making sure that you’re finding opportunities to strategically share those accomplishments, those wins, is really important.

And it goes back to what I said previously about the soundbites. One of my favorite tips that I actually learned from a woman named Sahara Downing, who does a lot of work around personal branding, is every call that you have with perhaps your team, your stakeholder, your boss, instead of when you get on, especially in Zoom, and you’re talking about the weather, like, “Oh, is it raining there? What’s the temperature?” use that as an opportunity to share a win.

When someone says, “Hey, how’s it going?” Instead of saying, “Oh, it’s fine.” Say, “Oh, it’s going really well. I just got off the phone with a client that we’ve been having a lot of trouble with, but we had a great conversation and they really gave a compliment about how committed they felt that our team has been doing to help working through a difficult time.” So, find those opportunities to really make sure that you’re sharing what you’re doing, the results and the impact. Don’t wait to be asked or don’t wait for that performance review time.

And then, also, if you feel as though you’re still not getting accountability and visibility, then those are the hard conversations that you both need to have with yourself as well as with perhaps a boss, a manager, or a mentor because those could be indicative of, “Am I in the right organization? Am I in an organization that’s going to recognize me, and that’s going to allow me to thrive, not just survive?” And, to be honest, it might not be an organization for you that you’ll thrive if you’re working really hard and still not getting visibility.

So, that’s why it’s good to do these check-ins but make sure that you’re doing what you’re supposed to be doing, not just waiting for someone to say, “How’s it going? How’s your work product?” You want to make sure that you’re leading those conversations.

Pete Mockaitis
That is good. And sometimes, when folks are asking you, “How are you doing? How’s it going?” that’s exactly what they mean. It’s like, “Show me progress now.” But it feels rude and almost dehumanizing, like, “Show me progress now, work robot.” So, I think that’s great to be thinking in advance about how you’ll respond to, “How’s it going? What’s new? How are you doing?” because it’s very easy to forget about something, like, “Oh, yeah, that felt good but it was three days ago.”

Arika Pierce
Right. Right.

Pete Mockaitis
But if you have that in mind, you’re thinking about that and you’re ready to go and offer that right in the moment, and that’s really handy.

Arika Pierce
Exactly. Exactly. Because we suffer from recency syndrome. We only remember what just happened. And we also suffer from we remember the bad days. So, if you have that brag list, that accomplishment list, and you’re updating it on a regular basis, I think you should update it weekly, then you have those go-to things that you can share on-the-fly because you can always just look at them, and to say, “Okay, have I shared with someone that this happened, or there was an accolade?” Everything doesn’t have to be the Super Bowl. There are wins every single day. I guarantee they are happening in everyone’s professional career.

Pete Mockaitis
And if folks are stealing credit, how do you navigate that?

Arika Pierce
Well, I think that’s also when you want to have those conversations. If you feel as though someone is taking accountability for your work, or for your ideas, or for your thoughts, I think there’s two ways to approach it. I think one way is directly going to that person, and say, “I saw that you received credit for this but I actually was the one that was leading that project. So, I want to make sure, can you explain how this is something that everyone is acknowledging you for and not me?”

But, also, again, I think this is why it’s important to be having these regular conversations with your manager and with your team so that there can be very little gray areas for people not knowing exactly what you’re accomplishing and what you’re doing. Oftentimes, it’s just the people who are more vocal. It might not even be that they’re stealing your credit but they might be just more vocal about what they’re doing, even if it’s minimal. And so, I think, at times, again, it can feel very uncomfortable but it’s good to do things that make you feel a little bit uncomfortable, and perhaps that is talking about your part and your piece of it.

The other thing I will say is that when you see this happening to someone else, I think it’s a really important exercise to always connect it back to the person who should have ownership of an idea, of a thought. It could be in a meeting where someone says something, and then someone else says the exact same thing. You should be the one to stand up and say, “Oh, that was a great idea, Pete. It was great that you added on to what Arika just said.”

And so, when you start to get into the practice of doing this yourself for other people, I do believe that others will start also to get into the practice of doing it for you, but you can also say that to someone. I’ve done that before where I’ve said something and they have said the exact same thing, and everyone is like, “Oh, great idea.” I’m like, “Oh, I appreciate the fact that you confirmed the idea that I just shared.”

Pete Mockaitis
Got you. All right. And I’m also wondering, when it comes to the remote work dynamic, if you’re remote, it seems like there’s a higher risk associated with being overlooked. Do you play the game any differently or any particular strategies you want to employ in this context?

Arika Pierce
Absolutely. So, I believe that remote work is here to stay. It’s been here for a while. I worked remote for the last five years of my corporate career, and that was before COVID or anything hit. And there’s a couple of, I think, rules of engagement for remote work and visibility. Number one, you have to be over-communicative. This is not the time to not answer emails or to not respond to instant messaging, all of those things.

I’m not saying that you have to stop everything you’re doing every time a message comes in but you have to recognize that when you are working remotely and people don’t hear from you or you’re not really responsive in a timely way, the default assumption is going to be that you’re not working, that you’re not engaged, that you’re not doing what you’re supposed to be doing.

And so, sometimes it can be a matter of acknowledging that you received the message and that you’re going to get back to someone in the next 24 hours or something of that nature, but it’s really important to be overly communicative. I also think this is the time, too, where you have to make sure that you are getting that time in with your boss or your manager to really talk about the impact that you’re doing.

So, again, going back to the one-on-one time, if you don’t have regular one-on-one time with your boss in a remote environment, then you should really be the one to drive scheduling it. Sometimes we feel like, “Oh, my boss doesn’t require it so we don’t do it.” I would flip that around, especially remote, I would ask my boss, “Can we set up time weekly or bi-weekly so that we can really catch up and focus on some of the work that I’m doing?”

So, don’t think just because you’re in meetings with your boss or manager on a regular basis that you don’t need that one-on-one time. It’s really important to get their focused attention. And then going back to also what I said earlier, make sure that you’re using that time effectively. It’s not the time to always go through what you’re working on.

It’s actually the time to really talk through about your impact, your results, other areas that you’d like to see yourself stretch and grow, to know what they’re working on, what they’re focused on, because, again, you may not be getting that time you would typically have in the office where you could sort of foster or nurture that relationships. So, at least having dedicated time with them on a one-one-one basis becomes much more incredibly important.

And then, lastly, I am a firm, firm, firm believer in turning the camera on. I know everyone has a love-hate relationship with Zoom and Teams and the video camera but I do believe that if we want to foster relationships and we want to make sure that we’re, again, having that visibility, being able to see someone’s face, their body language or facial expressions when they’re speaking, it makes a huge difference.

Also, when your camera is on, you are less apt to multitask, which is a huge problem right now. I struggle with it even when I’m teaching workshops and trainings, and people have their cameras off because I know that they’re doing work while we’re supposed to be focused on a particular workshop or building on a particular skill.

So, I think turning that camera on and being engaged and really participating in conversations and not checking out, I think that’s the biggest risk of remote work is that if you’re not seen, then it’s out of sight, out of mind. It’s very sort of basic premise of you have to really be seen in order to be visible. Being seen means actually being seen on that video camera.

Pete Mockaitis
And I would add to that that, ideally, not that you have to have some super fancy studio but having clear, appealing light and sound as opposed to a crispy distant sound just doesn’t have a great impression.

Arika Pierce
One hundred percent. I’m leading a communications workshop right now for a team, and I’ve shared with them, like, “If you work remotely, and this is where you’re going to be for the near future, invest in something like a microphone if your laptop doesn’t have great audio. It doesn’t matter that it’s your work laptop and that everybody else sounds horrible. Think about you.” Because that’s what I hear all the time, “Well, everybody’s audio sounds horrible. It’s the laptops they gave us.”

Same thing with your camera. You can buy an external HD camera on Amazon and plug it up and, instantly, your delivery will look different, your executive presence will look different. Thinking about things such as your background and all of those things, again, if you are someone that’s looking to go to the next level, then you have to do things that are going to set you apart.

There’s a great book I love called The 5AM Club by Robin Sharma. And in the book, he talks about the fact that 90% of people are happy being ordinary and 10% of people want to be extraordinary. And if you want to be extraordinary, it’s not as competitive because everybody is down there being ordinary but you are the one that is doing the things that everyone else isn’t doing. And so, stepping up your visual, your audio, for your Zoom or Teams meetings, if everyone else is not doing it, then you should be the one doing it if you want to be a part of that 10%.

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

Arika Pierce
No, the thing I would just add is that, again, remember how important it is to be strategic in your career. Ambition is not enough. You want to also marry that ambition with strategy. And that really means being aware of who you are. It means being aware of who people think you are because perception is the co-pilot to reality. That’s a quote by Carla Harris, and I really stand by that.

Pete Mockaitis
All right. Well, now, Arika, could you share a favorite quote, something you find inspiring? It sounds like one right there.

Arika Pierce
Well, that’s one my favorite quotes. Yeah, I would say that’s probably my favorite and the other one is by Ursula Burns, “Where you are is not who you are.”

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

Arika Pierce
I love reading the studies and the research that are done by Harvard Business Review. There actually was a recent one done just around hybrid work and visibility, and who will get promoted, can you still get promoted at the same level if you are working in a hybrid workforce.

And I don’t have the exact percentage but it was a lot of people thought, no, it’ll be more difficult to get promoted in a hybrid workforce if you’re on the side that’s working remotely. So, I thought that was interesting, and that’s why I’m always thinking about what are the strategies to align people in a hybrid space with people who are also going to be in person.

Pete Mockaitis
Okay. And a favorite book?

Arika Pierce
Probably my go-to, because it’s a quick read and I think so many lessons, is Who Moved My Cheese?

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

Arika Pierce
I’m going to go back to what I just said. I think a subscription to Harvard Business Review Ascend. I think it’s like $120 for a year, and you get something every single day that’s of value. So, that’s actually I think a great tool to be awesome at your job.

Pete Mockaitis
All right. And a favorite habit?

Arika Pierce
Probably morning meditation, just setting the tone for the day.

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

Arika Pierce
Probably about just stepping outside your comfort zones and how you think about fear. I had a client text me this morning that wasn’t going to apply for a job, and then we got down that she wasn’t applying about not getting it out of fear. And I text her back, “Fear is your homeboy,” which is also a book by Judi Holler. And so, I think just really understanding how growth starts outside your comfort zones.

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

Arika Pierce
ArikaPierce.com or also I’m on LinkedIn, I’m on Instagram but that’s the easiest place to find me.

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

Arika Pierce
I would say think of something professional that makes you feel a little scared and then do it scared.

Pete Mockaitis
Okay. Arika, this has been a treat. I wish you much luck and fun in not being overlooked, underpaid, or undervalued.

Arika Pierce
Thanks so much. I really appreciate you having me.

714: How to Find Success and Purpose with Tanya Dalton

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Tanya Dalton says: "Living on purpose isn't about changing who you are. It's rising up and becoming the best version of you."

Productivity expert Tanya Dalton lays out the daily steps for a more successful and purposeful life and career.

You’ll Learn:

  1. The life-changing habit we often shy away from 
  2. Why our brains hijack our motivation and willpower
  3. The simple trick to propelling yourself into action 

About Tanya

Tanya Dalton is a nationally recognized productivity expert, best-selling author and speaker. Tanya serves as a growth strategist for female leaders in the corporate and entrepreneurial sectors. 

In addition to having her book being named one of the Top 10 Business Books of 2019 by Fortune Magazine, Tanya’s podcast, Productivity Paradox is ranked among the top 50 on iTunes. She is also a regular contributor for Entrepreneur and has been featured in some of the world’s leading publications including Forbes, Inc, Fast Company, and Real Simple. She has been awarded the elite Enterprising Women Award and has been named the Female Entrepreneur to Watch for the state of North Carolina. 

Tanya is also the founder and CEO of inkWELL Press Productivity Co. a multi-million dollar company providing tools that work as a catalyst in helping women do less while achieving success. 

 

Resources Mentioned

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Tanya Dalton Interview Transcript

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

Tanya Dalton
I’m so happy to be here. I’ve been looking forward to this.

Pete Mockaitis
Oh, me, too. We’re happy to have you back. And I’m curious to hear, any pretty noteworthy discoveries you’ve made over the last two years you think that might help people be awesome at their jobs? Let’s just get that right up front at the top.

Tanya Dalton
Yeah, let’s just go for it, shall we? Let’s just start it right away. Yeah, I’ve been on quite a journey for sure for the past couple of years. I had the Joy of Missing Out come out two years ago at this point, and have had a lot of things happen to my life, notwithstanding my name change. I changed my name. I have a new book coming out. I have a kid who went to college. Lots of things, lots of shifts in my life.

You and I were chatting before we went live here, and talked about, “Okay, you changed your name. It’s kind of a big thing. It’s kind of a big deal.” And it really is especially when you have a book come out with your other name. So, my name just changed the spelling, T-O-N-Y-A, to T-A-N-Y-A, still pronounced the same, but we were talking about it and it was really important to me to really signify that I’ve been on a journey, that I’ve changed who I am spiritually, emotionally, in a lot of ways have done a lot of deep work.

And I was mentioning to you, what’s good about changing my name is this is something that a lot of cultures do. It opens up the door for conversation to talk about things like this, “Oh, you went and you did some deep work mentally.” And, for me, it really was wanted to signify that to the whole world that I’ve changed who I am and I think I’ve changed for the better and I think, because of all that I went through, I was able to write an even better book, for this new book, that’s come out On Purpose.

Pete Mockaitis
And I know in the book, there are some themes there associated with taking a look at the past and such. So, it’s called On Purpose: The Busy Woman’s Guide to an Extraordinary Life of Meaning and Success. Now, Tanya, I presume men can also find value on having an extraordinary life of meaning and success.

Tanya Dalton
Oh, absolutely.

Pete Mockaitis
Okay. Good. Good.

Tanya Dalton
Men also need an extraordinary life as well. Most of my writing is really focused and narrowed in on women because, let’s be honest, Pete, for hundreds of years, books have been written for men. And we, as women, we’ve read those books and we make it work for us, and it’s the same thing here. This book is written for women but it absolutely applies to men.

Pete Mockaitis
Men will make it work there.

Tanya Dalton
You can read it too. I think that a lot of people can get a lot out of this book. I think it has the ability to allow everyone to see that they have an extraordinary life just waiting for them.

Pete Mockaitis
And so, would you say that’s the core thesis here, everybody has an extraordinary life just waiting for them or how would you articulate kind of the big idea?

Tanya Dalton
Oh, absolutely. I think that we think that extraordinary is this thing that we have to claw and scratch to fight to achieve, and an extraordinary life is just waiting for us. Living on purpose isn’t about changing who you are. It’s rising up and becoming the best version of you. It’s really about looking out beyond today and seeing a brighter tomorrow and then making strides each and every day to get to that tomorrow, to that vision we want for ourselves.

[03:22]

Pete Mockaitis
Well, that all sounds pretty cool. Could you make it all the more concrete for us with an inspiring story of someone who did just that?

Tanya Dalton
Yeah. Well, I love that question because, honestly, me, in my journey, is a perfect example of, really, shifting and changing who you are. In the book, we go through four different sections. We go through reflection, projection, action, and alteration. And what’s beautiful about this is they all weave together so intentionally, and I know they have in my life.

I think that reflection is such an important part of growth. It really is, that we have to look backwards in order to move forward, in that when we take the time to dive into who we were, to see how far we’ve come, we understand how far we can go, and we understand what’s possible. And I know, for me, in my own life, I’ve seen this manifest in numerous ways, in numerous times.

We talked about my name change. That was certainly one of those times. But when I closed my first business and made the decision to open up inkWELL Press Productivity Co., that was definitely me making a very intentional choice to shift and move into what I was really meant to do. I started my first business in 2008, and I started with $50, and it was just a little side business that I was doing, selling to friends, maybe friends of friends. And I had a moment where I was on a phone call with my husband.

He was doing marketing for Fortune 500 companies at the time, and he would buy a ticket called the Round the World ticket where, literally, he would leave our home in Dallas and he would fly all the way around the planet, come back to the other side, so he’d be gone for three or four weeks at a time. And we had a conversation where I was telling him all the things that the kids were doing, they were really small at the time. And he said, “I’m missing everything. I’m missing all the moments. I’m missing all the milestones. I’m missing everything.” And I said, “No, no, no, you’re not.” And he said, “No, I am.”

And I hang up the phone that night and I made a big decision in my kitchen that night, that this girl with a ponytail, with $50 that she started her business with, no business experience, was going to grow that business to the point where it could absorb my husband’s MBA income and he could come work alongside of me, so we could have that lifestyle freedom that would allow him to be a part of the kids’ life, more a part, which is what he was really wanting.

So, I sat down, I created some plans for myself, I sketched out some systems, and it was about a year I made that happen. So, he and I started working together in 2009. It was great.

Pete Mockaitis
One year. It’s pretty quick. From fifty bucks to two income size in one year. That’s well done.

Tanya Dalton
Thank you. Well, I think this is a thing, it really is about choosing and then I had that to work towards. That’s me looking bigger than today. That’s me looking at tomorrow, “Where is it I want to go?” I knew at the time I wanted him to come and work alongside me, or rather across the desk from me, which is where he still is, and have this life for ourselves.

So, that gave me the motivation I needed to dig in and figure out what it is I need to do next. And that’s what I really think is so important, is understanding where it is you want to go. So, it was great because then he and I started working together and we loved that. But then in 2013, I looked at him and said, “I love you. I love working with you, but I don’t love what we’re doing.” That big goal that I had of getting him to work alongside me, I was ready for something else. I was ready for something bigger.

I knew that I wanted to make a bigger impact, and what we were creating together with that business wasn’t it for me. It wasn’t hitting those buttons of what I was truly passionate about, what I really wanted to do in the world. I used to be a teacher and so I’m really big on influencing and impacting other people’s lives, teaching and helping others grow.

So, he said, “Okay, what do you want to do?” And I’m like, “I don’t know. I have no idea.” So, I had to do a little reflection, I had to get my little Marty McFly time machine, go back in time and reflect back on, “What is it I want to do? What am I passionate about? How do I figure out what it is I want to do when I have no idea? How is this going to work?”

So, I did that, I did this process of reflection. I tried to find activities and exercises to dive into it myself but nobody seemed to have anything that would work for me. And out of that reflection process, which we can dive more into if you want to, but I found that there were really three things that I am truly passionate about.

I’m truly passionate about teaching. I have always been a teacher even when I was like eight years old. I was teaching and educating and I love watching lightbulbs light up in people’s eyes. I love empowering women and I love productivity. I love structuring things and systematizing things. That’s how I was able to grow that business, that first business, and able to really make that work for our family.

So, through that process of reflection, I realized, “Oh, this is what I want.” So, reflection tells us why, why we want what we want, “This is what I’m passionate about.” So, then we have projection, which is what, “What is it I want?” Well, I have these three things that seem very unrelated: empowering women, educating, and productivity. What can I create out of that? Well, that what became inkWELL Press Productivity Co., my company that I started and created.

So, I projected and figured out this is what I want to do, this is where I want to go with it. I started looking to the future of where could it go. And so, that’s when I stepped into that third step of action, creating action, “How am I going to get there? How am I going to create this for myself?” So, really, creating an action roadmap for myself of, “Okay, if this is where I’m starting out with closing down a business,” mind you, going without income, this is a family of four, both my husband and I are now getting income from my business I started, making that decision to close that up and open up something brand new, that was a big choice.

So, I needed to create an action plan to make sure that I had a map in front of me, that I knew where it was I wanted to go. So, I created that action plan for myself, scaled to seven figures in less than 18 months because, again, I love systems, I love productivity, so I was able to really make that work. And then along the way, there was a lot of shifting and changing that had to happen because life happens, life gets messy, things shift, we evolve and change and grow.

And that’s where alteration step comes in where we know where it is we want to go. We know that vision, that north star. You heard me talk about before our mission, our vision, our core values, I know where that is. I’m at A right here where I am today. The Z is where I want to go, that big vision I have for myself. The B to Y is how we get there, “All right. Now, let’s figure out how we’re going to get there.”

So, I started off by offering up physical products. We started off by selling physical planners, weekly planners, daily planners, all kinds of planners, productivity tools. And then that shifted and grew into having a podcast. And then that shifted and grew into having programs and courses. And then that continued to shift and grow into having publishers reach out to me and offering me book deals which is where I am today.

So, really, it’s all aligned with where it is I want to go. But you can see through every step of that, it’s really understanding that it’s not the actions of today. It’s the actions of today that build into tomorrow, into where I want to go. And I think that’s really when we achieve that extraordinary part of the life. It’s when we’re satisfied, it’s when we’re fulfilled, it’s when we feel successful at the end of our days that we go to bed at night and feel really good about what we did because we’re working towards something bigger than just checking something off our to-do list.

Pete Mockaitis
Beautiful. Okay. So, there we have it. You are the case study, and we walked through those stages. So, let’s zoom into each of them then in terms of what are some of the best practices or questions to engage in each of these phases when we do want to understand where you want to go? How do you go about getting after that why to uncover that clarity?

Tanya Dalton
Yes. Well, that’s why I think it’s so important, I think reflection is one of those things that’s really important to do but it’s something we will avoid doing. We would rather clean the cat’s litterbox, we would rather start the vegan cleanse we’ve been putting off for six months, we’d rather do just about anything than reflect back because our past is often filled with lots of great moments but there’s also failure and trauma and frustration and things that we don’t like, and we want to push those underneath the bed. We want to just sweep them underneath the rug and pretend they’re not there, but, really, reflection is so important because that’s the fertile ground from which we grow.

I often tell people that it’s the regret that we can push against that gives us and builds up that resilience that we have. So, when we’re looking back, looking at the things that we have learned, the failures that we’ve had, the trauma, what have we gained from that? Because out of every one of those things, we gain lessons. We have a backpack that we all wear, it’s invisible, but we’re piling it full of these heavy lessons that we’re learning. And those backpacks help us in moving forward.

People will ask me, “How did you grow your business to seven figures in less than 18 months?” I had a backpack filled with experience. I had a backpack filled with knowledge and learning that I pull from teaching, from my first business I’d grown, from parenting, from all of those things. That’s what I used to allow me to grow and I think we tend to discount some of that.

And, really, it’s important to recognize that in a lot of those hurtful moments, those things that were hard, those things that feel like we don’t want to think about them, when we know what we don’t want, it’s so much easier to see what we do. We will move away from pain so much faster than we will towards pleasure.

We don’t go on the diet till our pants get too tight. We don’t stop working long hours till we recognized and realized we’ve missed dinner with the family again for the second week in a row. I know, for me, I had a period of time where I was working way too hard, and that’s a whole another story, where I was working every day, seven days a week, for 12-hour days minimum, and the kids were coming to the warehouse after school. They were coming and they were there on the weekends, and I ended that season of time and I reflected, “How do I feel about myself?” and I felt terrible. I felt like the world’s worst mom.

And it would be really easy to just say, “I’m the world’s worst mom,” and let that be the end of it, “I’m not going to think about this ever again. What a terrible mom I am.” But I realized out of that season, “If I feel like a terrible mom, how do I not feel like a terrible mom? What do I need to do to shift and change so I never feel this way again?”

So, because I had this oozy hurt that I didn’t want to think about being the world’s worst mom, how can I push against that to get to what I want? Well, I made the decision, “Okay, no more of these days where I’m working these insane hours. I’m leaving work every day at 3:00 o’clock. I own my own business so I can make that work. I’m going to leave every day at 3:00 o’clock.” That’s now a boundary for me.

And that’s been a boundary for me ever since, that’s years of me leaving work at 3:00 o’clock every day. I probably wouldn’t have believed it was possible, I probably never would’ve done that except for the fact that I didn’t want to go back to where I’d been. I didn’t want to feel like the world’s worst mom again. So, that’s what’s so beneficial and beautiful about reflection is the trophies we hold up, the beautiful things that have gone well. Those are amazing and they show us how amazing we are.

But the things that aren’t trophies, the things that feel like awful and terrible, those are amazing too because they also tell us how amazing we are, how strong we are, and how resilient we are. And we can build off of those things to get to that life we want.

Pete Mockaitis
Yeah, that’s really powerful in terms of it can very much be a temptation to not think about that at all and then move along.

Tanya Dalton
Yes, easily.

Pete Mockaitis
I think when you talked about working a lot and with the kids, I saw an episode of the Supernanny. I pull things from everywhere. And so, there was a couple, a mom and a dad, they were working a lot, and their strategy was to, well, I guess for the Supernanny to come over. I don’t know.

Tanya Dalton
That’s a strong strategy right there.

Pete Mockaitis
But before that it was just buying them a lot of stuff. And so, yeah, that’s a lot easier in terms of, “Oh, I feel kind of guilty because I’m working a lot and my kids are disappointed. And so, I’m going to buy them something because I can.”

Tanya Dalton
“Because I work so hard, I can afford it.”

Pete Mockaitis
Yes. And I think that’s common in terms of whether it’s a like a little feel good, quick Band-Aid option that doesn’t get after the stuff. So, it may be like, “Well, I’m going to have a drink. I’m going to play some video games. I’m going to have a smoke. I’m going to…” I don’t know, fill in the blank, whether it’s a healthy or not so healthy means of making yourself feel better in the moment. What they all share is that they don’t experience that pain full on and allow that to be a force for powerful motivation.

Tanya Dalton
Yeah, we don’t want to pull back the bandage because it looks gross. When we pull back the bandages, that’s when it gets air, that’s when it heals, that’s when it feels like it’s better, it scars over. And scars are not ugly, scars are beautiful because they’re part of our journey, they’re part of our path. And I think that when we start to recognize and realize that we’re all so beautifully human, which means that we are imperfect in a thousand different ways.

When we can embrace that in ourselves to know that we’re not alone, the frustrations we feel with ourselves, the negative self-talk, the trauma that we’ve experienced, we’re not alone in that. That’s a collective human experience that we share together. It really is about the healing that we do with the moving forward. Having hard things in our past does not make any one of us unique but it does make us human, and it means that we’re able to grow and we’re able to heal. And I think that’s really important to understand and to acknowledge. It’s not easy. I’m not going to pretend for anytime here on this show that that’s an easy process.

I go into some of the deep dark trauma that I’ve experienced in my life in the book to kind of show how we can overcome it, how we can dig in and understand why it happened to us, and where we want to go in moving forward, because I think it’s really powerful to understand that we have that ability. And I think it’s just believing in yourself, choosing to believe that you can move forward, that tomorrow is a brighter day.

Pete Mockaitis
That’s good. All right. So, we have a powerful distinction and an action we could take that many people don’t, to take a hard look at that which you’re not liking in the reflection and trying motivation.

Tanya Dalton
I can give you an easier one if you’d like because that was a tough one.

Pete Mockaitis
Yeah, we’ll take an easy one too.

Tanya Dalton
Okay, here’s an easy one for reflection. You can also look back at your past and think about what did you love when you were a kid before you started adulting. Because what happens is we lose sight of what we love in the pursuit of adulting. We got to pay the rent, we got to pay the mortgage, we got a car payment, we got all those things, and so we lose sight of what it was that used to fire us up, that used to light us up and get us excited.

So, really, going back and revisiting what were the things that you loved as a kid, what were the things that you got fired up about, not the piano lessons your mom dragged you to. That doesn’t count. The activities that you wanted to go to again and again? Maybe it was softball, maybe it was playing the violin. What was it? And then go a little bit deeper why did you love that.

If you loved softball as a kid, or a sport, was it being outside? Was it the camaraderie? Was it the competition? Was it the physicalness of it? Use that as a little bit of fodder to get you started because, oftentimes, our passions, even as adults, can be found in our childhood. We just lose sight of them because we’re so busy doing, we don’t stop and recognize and realize. And a lot of times, those things that we did as kids, we can build upon and grow that into what it is we want to do in moving forward. So, that one is a lighter one.

Pete Mockaitis
Okay. Thank you. Beautiful.

Tanya Dalton
A little less trauma, yes.

Pete Mockaitis
All right. Well, let’s move onto the next step. We did a reflection. And then what comes, projection

Tanya Dalton
Projection, yes. So, reflection tells us why, why it is we want what we want. And projection answers that question of what, “Well, what is it that I want? What do I want in life?” And I think what’s really interesting is we have a hard time knowing what that is. I can guarantee you have some listeners right now who are thinking, “I have no idea what an extraordinary life looks like. I have no idea what it is I want. I have no idea what goals I should set.”

And so, what happens is we look left, we look right, we look over the fence, and we see where the grass is greener, and we go, “That’s what I should be doing.” And what we really want to do is understand what it is that you want and what you look like in the future. But here’s, really, what’s fascinating, I think, is that our brain has an extraordinarily hard time seeing ourselves in the future. Our brain is hardwired for today because that’s what’s kept us alive and allowed us to avoid the saber toothed tiger, it’s what allowed us to get to the next day.

And there’s this really fascinating study where they’ve used fMRI machines on people’s brains, and they would have them talk about themselves today, and certain areas of the brain start pinging and lighting up and really showing that they’re active. And then they would have the people talk about themselves in the future. Now, the future could be three weeks from now, it could be three years from now, it could be three hours from now. But when they talk about themselves in the future, it lit up a very different part of the brain, not the same part of the brain when they talked about themselves.

What’s most fascinating is when they had these same participants talk about Natalie Portman and Matt Damon, those same areas of their brain lit up as it did with when they were talking about themselves in the future. So, in other words, to our brain, you in the future is not you. It’s a stranger who looks like you, has the same name as you, is you but it doesn’t recognize you as being you. And this is why we often fail at our goals. This is why we splurge on the Paris shoes instead of investing in the 401(k) or why we eat the cookie instead of eating the carrot because the person in the future who has to pay for that, or has to deal with the outcome of that, isn’t you, and so our brain prioritizes today over the future.

And I think when we understand that, it’s incredibly powerful to understand, “Oh, this is why I’ve struggled in the past, and, again, I am not alone in this. This is how my brain works.” So, it’s really understanding, “Now, if I can start to picture myself in the future and I can start really projecting forward into what I want in the future, then I can see myself, and then I can connect to my actions from today to what I want to do in the future.”

Pete Mockaitis
Well, that’s fascinating in terms of that fMRI study.

Tanya Dalton
Isn’t it? I found that so interesting.

Pete Mockaitis
So, yeah, that would seem extraordinarily powerful is that if we can view “future self” as sort of just as real and valid and important as “current self.” And so, it seems like you’re hinting at a pathway that’s very different other than just, “Buckle down and get to the gym.” It’s sort of like…

Tanya Dalton
Yes, that’s not what it is at all.

Pete Mockaitis
It’s more about know what you really need to see and adopt and embrace the future self as yourself. And so, how do we do that?

Tanya Dalton
Yeah, that’s the big question, right? Because it is, it’s a mental game. It is. And we love to blame willpower on why we haven’t gotten things done, “Oh, I don’t have the willpower,” or, “I’m not disciplined enough.” And it’s not discipline that you need. In fact, if we know that our brain is prioritizing wins for today over wins for tomorrow, it’s our brain that’s hijacking this, that’s causing us to do that.

So, what we can do is we can really look forward into the future and create a map for ourselves. I call this wayfinding in the book where it’s really looking forward into the future to what is your potential. Okay, what is your potential? “Like, ten years in the future, what could I possibly have in my life? Like, what could that possibly look like?” What is your potential? So, figuring that out, and then we back it up a little bit. So, that’s your potential, you want to back it up to what is possible, “Okay, if that’s the potential in ten years, what’s possible in the next three to five years on that map to get to that?” what I’d call your cathedral. What’s possible?

Then if we back that up even more, “Okay, if that’s possible in three to five years, what’s practical? What would be practical for me to accomplish in the next 12 to 18 months?” So, here, we’re talking now about long-term goals, a year to 18 months. Well, let’s back that up a little bit more on our little map. And in the book, I literally make it like a little map of, like, “You are here and there’s a roadmap.”

If we back that up any more, we can figure out, “What do I need to prioritize in the next three months, the next six months, the next nine months?” That’s how we decide what our goals are because then those goals are on that path to get to that potential that we’re dreaming of. And there’s lots of things that we can do to really help solidify that in our brain. As I just said, we have a hard time seeing ourselves in the future so we can do things.

There are all kinds of amazing technology now. You can do these things on Snapchat even and Instagram where you can use a filter to age yourself and put yourself. Let’s say that your potential is that you want to be on the cover of Forbes magazine. All right, you can create a picture of yourself in the future on the cover of Forbes magazine. Put that someplace where you can see it and then start solidifying it in your brain. Start mapping that out and seeing who you want to be in the future.

When we back that up, that’s when we begin to see, “Oh, this is the action I need to take right now. This is the goal I need to set for myself right now. If that’s where I want to go, here’s where I need to be in a month, here’s where I need to be at the end of this week, here’s where I need to be today.” And that’s when we start to make motions and take action towards that big potential out there, that big extraordinary life when we’re making those connections, when we create that map for ourselves.

Pete Mockaitis
Yes, I think make connections is the phrase because with that pathway in place, with all the dots connected, it really does feel real as opposed to, “Sure enough, I did this thing and I saw some improvement. And, thusly, I can see that if I do all of the things, they will lead me into that place, and, thusly, the future-aged person on Forbes magazine is not Natalie Portman but it is me.”

Tanya Dalton
“But it’s me,” yeah. I think it’s really incredibly powerful when you start to recognize that and you realize that. I think this is why we set goals and we’re never quite satisfied. We build into that someday syndrome, “Someday, when I accomplished this goal,” or, “Someday when I cross the finish line,” but that finish line keeps moving back, doesn’t it? Like, we never really get it crossed.

And even when we do, we have this fleeting moment of satisfaction and excitement. It’s called the goal-setting paradox, where you get a fleeting high when you accomplish a goal, and it’s followed immediately by a question of, “Now what?” “Okay, I finished the marathon, now what do I do?” “All right, I just climbed…”

I actually spoke to someone who’s climbed Mt. Everest who’s blind, Erik Weinmeyer, and he said after he summited Everest and he went on his way down, someone said to him, “Okay, now what?” He’s like, “I just summited Everest. Isn’t that enough?” But this is what we go through in our life. We accomplish a goal, and then we’re like, “Now what?” But if that goal is to connect to something bigger, to a brighter future, it becomes just a stepping stone to get us to the next one, so we get that satisfaction and we’re ready to go to the next step. And that’s how we continue on the daily basis to feel happier, more satisfied. And isn’t that really what our goals are all about?

I would argue that every goal, every dream, and every aspiration is steeped in happiness. You want to cross the finish line in a marathon? Why? So you can feel that pride and joy, that happiness of crossing the finish line. You want to lose 15 pounds? Why? Because you want to feel happy when you put your pants on. You want to get that promotion at work? Why? Because you’ll be happier when you have more money and when you have a team underneath you.

All of those things are tied to happiness. Let’s stop waiting for happiness to happen to us. Let’s make happiness happen on a regular daily basis. That’s absolutely achievable. That’s what makes life extraordinary.

Pete Mockaitis
Beautiful. Well said. All right. Well, this is so much good stuff. Can you give us maybe the quick greatest hits in terms of action and alteration? What should we be doing to do those masterfully?

Tanya Dalton
They go hand-in-hand because alteration is really woven throughout. Alteration really is about building in that flexibility and that grace to allow life to happen because, if we’re honest with ourselves, we all know life is messy. And the best-laid plans allow for detours and re-routing and all of those things to happen because life demands flexibility.

So, as we’re creating action, action answers the question how, “How are we going to do this? How are we going to accomplish this?” it’s really about breaking it down into bite-sized milestones. So, you have this big thing off in the distance. It seems really far away in our future self because we know we’re not connected to it. It feels like it’s not us. So, how do we back that up even more to create little milestones we’re working towards, little stepping stones to get us closer to that life we want.

We do that by creating an action roadmap for ourselves. You’ve heard me say before here on the show, I’m sure, overwhelm isn’t having too much to do. It’s not knowing where to start. When we know where to start and we know what actions we want to take, it’s incredibly empowering and it’s incredibly confidence-building. And so, that’s really powerful for us to do.

But really, it’s about creating a plan for ourselves so we feel confident to step over our fears and create time in order to allow these things to happen in our lives, to allow ourselves to get closer to those big goals and dreams and aspirations.

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

Tanya Dalton
Yeah. Well, I would say we kind of touched on that whole idea of discipline earlier, here’s what I would say. When we people talk to me about needing discipline, I really want to encourage more people to let discipline go, to stop worrying about needing more willpower, or feeling like they have to force things to make it happen. Discipline is really just a series of small actions.

So, when you recognize that and realize that, that it’s really just small actions, little tiny steps on a regular basis that build up, that begin to look like discipline, it’s just habits that we build over and over again over time. When we start to do that, that’s when we start to get that momentum we need. So, just focus on the next small action you can do. That is honestly the way you get on that path to that extraordinary life.

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

Tanya Dalton
Oh, a favorite quote. I would say probably one of my favorite quotes is actually from Harry Potter, and it’s when Albus Dumbledore tells Harry that, “It’s our choices that show us what we are far more than our abilities.” I think, really, when we understand our choices, it’s incredibly powerful.

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

Tanya Dalton
Oh, I have a study I just stumbled upon not that long ago that I love, where they took these men out of a retirement community and they separated them into two groups. One group went to another retirement community, and the other group, they fashioned everything in the place where they were so it looked 20 years earlier, and they encouraged them to talk about things that had happened 20 years earlier, all the appliances were 20 years earlier. And so, they encouraged them to really think about who they were 20 years ago.

After less than a week, they took the control group who’d gone to the retirement community, they were still in the same place, still have the same aches and pains and all of that. They took that group who had just kind of time traveled 20 years mentally, and they found that within those seven days, they had built more muscle mass, they had gotten rid of a lot of their arthritis. Not only did they feel better, but their bodies have physically reacted.

I think a lot of times we think that mind over matter thing is just a bunch of woo-woo, but, truly, our bodies are able to change and shift when we get our minds set right, when we really think about what it is we want.

Pete Mockaitis
All right. And a favorite book?

Tanya Dalton
Think and Grow Rich by Napoleon Hill. That’s a great book because it really is, again, really how strong your brain is and how it can really get you where you want to go.

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

Tanya Dalton
Well, I use inkWELL Press products but that’s kind of a no-brainer there, isn’t it? I have to be honest with you though, so I do a lot of my planning obviously using inkWELL Press but we use a lot of Google Docs and we found some ways to kind of hack them so they work for us. I felt like I was using far too many different tools to do all the different things. So, we’ve kind of created a little hub in our own system within Google Drive and Google Docs so that we can make that work to get rid of a lot of our project-planning tools and all those things.

Pete Mockaitis
Well, now I’m intrigued. Can you share a particular Google Doc hack that maybe many people might benefit from?

Tanya Dalton
I don’t know if I can give it really quickly, but we have a whole system that we use and we use, it’s kind of funny, because we use like emojis to kind of signify the different steps we’re in in a project. And what I love is that all the conversation happens within the Google Docs because we were getting things from Asana, and we were getting things from Slack, and we were getting things from email, and I felt like we were going far too many places.

So, we started using this icon system where if something was in process, we give it a thumbs up. And if it’s something that’s completed, we give it a check mark, if we’ve shared it. So, there’s a whole system of using these little symbols, and it’s made it, it’s so insanely simple that I think sometimes we overcomplicate things. So, that’s what we’ve done is just using all these different symbols within Google Docs.

I create a table of contents for every project that we do, and that’s our main Google Doc. Everything is, that’s become the hub. So, everything that we create off of that, other documents, other spreadsheets, other things, that table of contents becomes almost like our little bible where we click on it and it sends us exactly where we need to go, so everything is succinct and together inside Google Docs.

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

Tanya Dalton
I would tell them to go to TanyaDalton.com. You can find links to my podcast, The Intentional Advantage, there. You can also find information about both my books The Joy of Missing Out and my newest book On Purpose. TanyaDalton.com is probably the best place to find me.

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

Tanya Dalton
Yeah, I would say that extraordinary life is there. And I know where you are right now, it might seem like that’s impossible. But what I would challenge you to do right now is just take a moment and start with that reflection step that we talked about. Go the easy route. Let’s not worry about the hard things or the difficult things or the things you don’t want to think about. Let’s start with the easy things.

Let’s start by thinking about who you were before you started being an adult, like before the age of 16, we’ll say, and just make a list of the things that you loved. And then ask yourself, “Why did I love that? What was it about that that I loved? I don’t want that stuff there.” Ask why again, and then maybe ask it one more time. Get to the heart of why you loved what you did and start to rediscover your passion. Because when you start to remember and recognize that passion has been there all along, it’s so much easier to build that fire.

Pete Mockaitis
All right. Tanya, this has been a treat. Thank you. I wish you much luck and fun and purpose.

Tanya Dalton
Thank you so much. This is great, Pete. We always have a good time together.

482: David Allen Returns with the 10 Moves to Stress-Free Productivity

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David Allen provides an approachable overview of his legendary Getting Things Done (GTD) system.

You’ll Learn:

  1. GTD in a nutshell
  2. The saving power of an external brain
  3. Two power questions for prioritizing

About David

David Allen is an international best-selling author who is widely recognized as the world’s leading expert on personal and organizational productivity. He wrote the international best-seller Getting Things Done, which has been published in over 28 languages. TIME magazine heralded it as “the defining self-help business book of its time.” He and his wife Kathryn run the David Allen Company, which oversees the certification academy and quality standards for Global Partners offering Getting Things Done courses and coaching around the world.

Resources mentioned in the show:

Thank You, Sponsors!

David Allen Interview Transcript

Pete Mockaitis
David, welcome back to the How to be Awesome at Your Job podcast.

David Allen
Pete, thanks for inviting me again. Yay, glad to be here.

Pete Mockaitis
Oh, well, I am too. And I’ll tell you, boy, it’s been quite a ride since we had you in Episode 15. That’s over three years ago. And so, I’d love to get a quick little update in terms of how is Amsterdam living and then what’s been sort of your new learnings over the last three years?

David Allen
Wow! Let’s see, you got a couple of years and I can fill you in but, look, I can probably tell you a freeze-dried version of all that. We loved Amsterdam from the beginning. We’ve been here a couple of times. We moved here five years ago. We didn’t know how long we’d stay but we kept falling in love with the city and haven’t fallen out of love with it and absolutely love the lifestyle here, love just lots of things about it. Kind of the perfect storm for us in terms of what matches our interests and our lifestyle and our age. So, we intend to stay. So, it’s wonderful, yay.

Pete Mockaitis
And you have a new puppy, Anouk? How is that going?

David Allen
Anouk is fabulous. She’s four months old and we found a good breeder. Catherine was sort of, “Well, we could rescue a dog, maybe,” but I so love the Cavalier King Charles kind of breed that was our last dog that we had to put down, and so I said, “I’ve got to get another one of those,” so we got another one.

She’s very shy. She grew up in the country. We found a good breeder but they were in Germany. But she had grown up for 14 weeks on a farm, sort of the noisiest, busiest thing was a goat farm next door, so we had to integrate her into the city. I mean, you don’t realize how many noises and things and moving things, and whatever there are in the city that a puppy has to deal with.

Anyway, long story short. But she’s great. She’s learning day by day, getting more comfortable with all kinds of stuff. So, we’re in the process of socializing. Today I sat out for half an hour on a bridge right on the canal that we live on, and sat there for half an hour, letting people greet her and treating her if she didn’t run away from them, and sort of helping socialize and train her. So, that’s a whole job in itself.

Anybody listening to this who’s ever been to the dog world, you know what’s involved in all that. So, that was a bit of my day today and other things. We’re cleaning up some old stuff. I kind of ran into an abrupt… Suddenly my life became very quiet. We did the GDT Global Summit about six weeks ago here in Amsterdam and that was like a two-year project and I’m still kind of decompressing from what a huge event and huge investment and huge interest and sort of engagement that I had with what that was about and why.

So, I had a couple of other gigs that I had to do after that but, otherwise, life just kind of quieted out for a while so it was nice. So, I’m in a bit of a decompression mode and I keep going back and cleaning up a whole lot of my old “someday maybe stuff” off my list and a bunch of things just kind of old. When things quiet down, it’s time to go back and clean the drawer and curate a bunch of old stuff that’s accumulated that you haven’t had time to do or interest in doing, so I’ve been doing that.

Pete Mockaitis
Absolutely. And sometimes it’s just very cathartic in terms of, “At last, this drawer is getting handled.”

David Allen
It’s like cleaning the boot or the trunk of your car, it drives better once you do that. Or that weird electronics drawer we all have that’s just collected all the weird strange things that you couldn’t throw away that you might need at some point.

Pete Mockaitis
Like all those cords and adapters.

David Allen
Yeah, all the cords and chargers and all that stuff. Yeah, for sure.

Pete Mockaitis
Well, did anything sort of groundbreaking occur at the World Summit with regard to the future of GTD or announcements?

David Allen
Yeah. You know, Pete, I think the major ground thing, and the reason I did it–I didn’t plan to do another one, we did one 10 years ago in San Francisco, and really didn’t plan. That’s not the business I’m in, just doing those kinds of conferences. But 10 years on, and now we’re officially represented by licensees and master trainers in 70 countries around the world so we’ve kind of grown to that level but nobody’s really raised a flag yet to kind of, “Hey, guys, we’re all in this game together. The train has left the station. GDT is a global event, so whether I fall over tomorrow or not, this will keep going.”

And so, I think the milestone was making that kind of global statement and having the incredible raft of 45 presenters that we had on their own time and dime that came that are friends of mine and all champions of my stuff, people like Marshall Goldsmith and Charles Duhigg and just all kinds of folks that are serious heavyweights in their own fields and in their own right. So, I think that really helped give the world the idea that, “Come on, the train, as I say, has left the station. So, GDT and a world where there are no problems, only projects, that’s a consciousness and it’s a cognitive sort of algorithm, if you will, and is now onto the planet. At least, I feel like I’ve done my job in doing that. And so, this is sort of a capstone event. Come on, I’m 73 now, Pete, so I figure I’m not going to do another one, but this was a nice way to sort of just put the, I don’t know if it’s icing. I don’t know what the term is would be but kind of icing on the cake or to make sure that it’s solid in the ground now as a global movement.

Pete Mockaitis
Well, that’s just got to be very rewarding to look back on sort of the imprint you’re leaving on the world. What’s that like?

David Allen
Bemusing, really. It’s like, “Really? Did I do that? Wow! Who would’ve thought?” It was not a big strategic plan. I just kept holding the course in terms of my own interest and what I wanted to do and just staying as authentic as I could about what it was I was uncovering and discovering, and then finding, “Can I find people who are interested in doing this and understanding what it is, and better ways to do that?” And then discovering at some point, 10 or 15 years ago, that it was possible to potentially to scale this as a best practice methodology for people around the world. And so, that’s been a lot of what our job has been, our work has been over the last 10 or 15 years, to figure out ways to do that. optimize

Pete Mockaitis
Well, you got back on my radar in terms of this interview for the upcoming GTD Workbook, and so I want to talk about that. But, first, I think maybe I need to zoom out for those listeners who didn’t catch Episode 15 over three years ago or haven’t heard of “Getting Things Done,” GTD. Could you provide the, somewhere between 20 second, 2-minute overview for, “This is what we’re talking about here”?

David Allen
Sure. Well, basically, it was I uncovered, discovered, recognized the best practices of how do you keep your head clear, so you can stay focused on whatever you want to stay focused on. That’s the most productive state to operate from, it’s when your head is clear and you’re not distracted. But where do your distractions come from? For the most part, it comes from commitments you’ve made that are not complete yet.

And so, most people are trying to use their head as their office to try to manage reminders and things they need to keep track of, and relationships between things and prioritize, and your head is a really crappy office. So, a whole lot of what GTD is about is being able to externalize all those things that have your attention, building an external brain system so that, much like your calendar, your head doesn’t have to keep remembering where you need to be two weeks from Wednesday at 2:00 o’clock. You trust you have a system that does that and has the right content. But if that works for your calendar, why shouldn’t it work for the rest of your life?

So, this was a way to sort of build, “What’s the formula? What are the best practices and the steps to build an appropriate external brain to keep all of your commitments, all of your would, could, should, etc. out of your head so that your head is freed up to do what it was designed to do, which is make good, intuitive, intelligent choices, offer options, not to try to remember what your options are.”

So, that’s a lot of what GTD is about as I uncovered over all these years, it was a way to be able to build a system, how to keep your head empty, even though you have unfinished stuff, they don’t have to be on your mind as long as you’re appropriately engaged with them. So, I discovered, essentially, an algorithm of, “How do I create appropriate engagements with all these things that have my attention, whether it’s cat food I need, or a life I need, or a vice president of marketing I need, or the next vacation we need to plan and organize?”

Whatever it is that you can’t finish the moment you think of it but you have attention on it, you need to do something about it. I just figured out the best, the most efficient, effective way to make sure that you manage those things appropriately.

Pete Mockaitis
And you’ve got a great turn of a phrase, and I think it’s something like, “Your brain is for having ideas, not for remembering them.” Am I quoting you correctly?

David Allen
Yeah, it’s not for holding them.

Pete Mockaitis
For having, holding. Like marriage, to have and hold.

David Allen
Yeah. Well, come on, now, the cognitive sciences have validated the last 10 years what I uncovered 35 years ago, which is your head just does not do that very well. And they’ve now discovered if you’re trying to keep track of, just in your head, things you want to be reminded about, things you need to manage relationships between, and so forth, if it’s more than four, you’re going to sub-optimize your cognitive functions. You will not be able to function as well as if you have all that out of your head because your head is going to be distracted by it.

That part of your head that’s trying to hang on to that stuff seems to have no sense of past or future, so you’d wake up in the morning, at 3:00 o’clock in the morning by, “I need to buy cat food,” or, “I need an extended credit line,” and both of them take about the same space and show up at the weirdest random times when you can’t do anything about them. They just add stress to your life. So, just really, in a sense, it’s kind of a mechanical process. It’s pretty subtle but it’s just mechanical.

Pete Mockaitis
Absolutely. When you talk about an external brain, that could be anything from a paper calendar and a set a list or some fancy technological stuff.

David Allen
Oh, Pete, it could be as simple as putting stuff in front of your door in the morning so you don’t forget it, taking it to the office.

Pete Mockaitis
Yep, sure. Absolutely. There it is. You can’t not see it, it’s in your path.

David Allen
Right.

Pete Mockaitis
Cool. Well, so I want to get your take on, so I believe “Getting Things Done” came out, originally, the book, in 2001. Is that true?

David Allen
Mm-hmm.

Pete Mockaitis
And so, 18 years have passed. Have you changed your mind on anything?

David Allen
A few things. I felt that the first edition was going to start to seem a little out of date for people given some of the notations I made, some of the references I did especially to technology, as well as over 18 years, I sort of got a little more subtle and understanding the power of what this methodology was and its implications and applications. Over the years, the legions of testimonials of how transformative this has been for so many of the smartest, brightest, sharpest people you could ever meet once they ran across this. Then it’s sort of understanding a more subtle level of how powerful it was and why. So, what probably changed most, Pete, was the range of audience.

In 2001, the first edition, was really targeted to the fast-track professional. They were the ones who were getting hit with a tsunami of email and sort of the flood of corporate changes and things like that going on, and that was the world I came from or came out of for 25 doing a whole lot of corporate training and executive coaching with this material, so it’s really targeted that audience. But I knew even back then that this works for students, it worked for the clergy, it worked for physicians, it worked for stay-at-home dads, it worked for anybody, anybody who had a busy life. This was just a cataloguing of what are those practices that they want to stay clear and more stress-free about that, what to do.

So, the new edition, I literally sat down and rewrote the whole book, and saying, “Is that the way I would say it now?” And probably 50%, 70% of it, yeah, I just retyped what the first edition was because I wouldn’t say anything. I said it as good as it could be said. But there was a few nuances and subtleties and kind of change of language that I used to express a bit more of the subtleties of what GTD is and was and so forth. And I also included some of the information and the cognitive science that validates all this and some other things.

Pete Mockaitis
And so, then with the Workbook coming out, what was the impetus for that?

David Allen
I’m not a great trainer. I’m a pretty good presenter but I don’t have the patience to sit and hold people’s hand and actually walk them into how to do this. I gave them the model. Basically, I wrote “Getting Things Done” basically as a manual of 25 years of my 30 years of my work and my awareness that if you really wanted to have an absolutely clear head and stay that way for the rest of your life, here are the best practices about how to do that.

And that can get pretty subtle, it depends on how complex your life is, but I handled all of that and put all that in the manual. But for a whole lot of people that is just too daunting. They can pick it up and go, “Oh, my God, there’s too much to do.” And so, I can be a good presenter and people walk out and say, “Wow, that was really great,” but they don’t do much about it because I’m not really a good trainer or instructional designer about how to get people to — there’s a big difference between presenting and training. Training says, “Okay, how do I get people actually have a different behavior?” And then presenting is, “Ta-dah,” I just want to make people get it.

Pete Mockaitis
“You’re inspired now.”

David Allen
Yeah, and get that and they’re inspired, at least, see the model and they see there is a model out there but it doesn’t help them implement it. So, for the last 10 years, we’ve been working with a lot of instructional designers and I’ve had to kind of swallow hard and go, “Okay, they want to simplify this. I’ve got to simplify. I have to get it down to lower the barrier of entry for people to be able to get into this instead of having them sort of go out and get the whole thing and how do you start, how do you get going.” And I just don’t have the patience or awareness or education to be able to know how to do that.

So, what we’ve done is engage people in various forms to help us take our educational formats and make them much more easily available for people to actually play. So, the workbook was pretty much the model of many business books out there who have created a workbook after the fact for people to help them implement what they read, and so that’s why we did this.

Pete Mockaitis
And so, then I’m intrigued, so it’s more approachable and a lower-barrier entry. You can sort of rock and roll. So, if a current “Getting Things Done” practitioner is looking through it, how do you think they’ll be enriched, or really just be like, “You already know all this”?

David Allen
Well, it depends on, when people say they’re GTDers, I can give you about 6,000 levels of that, that people are and say they are but they actually aren’t. So, it kind of depends on where they are in that level of game. But, generally speaking, I’d say if you’re a really practiced GTDer, you probably don’t need it but I just got interviewed by a guy who’s been a serious GTDer, who’s read all my books, he’s implemented my stuff for 10 or 15 years, and he said, “Oh, my God, this is so cool. I now have a way to coach my wife into this.”

So, at least there’s a manual. So, it’s not something that was going to replace anything. We’re just giving them perhaps another model especially if they’ve got people around them, whether that’s kids or spouse or staff or whatever, to help people kind of get started with this, in the process. Because many people who are big GTDers are wondering why nobody around them gets it.

Pete Mockaitis
Yeah, that’s well-said because, in a way, I think it’s sort of like you just have to taste and see with regard to, “You know that sort of low-level anxiety that’s always around you in your head? That can be gone.” It’s like, “What?”

David Allen
Yeah, and most people don’t realize that they have that or even if they do, they don’t realize they could actually get rid of it, and so that’s kind of the marketing problem we have.

Pete Mockaitis
Okay. So, I’m curious then, you lay out 10 moves to stress-free productivity, what are those 10 moves?

David Allen
Well, they’re actually, you know, I talk about them in the book. If you really wanted to implement this, in part two of “Getting Things Done” it actually walks people through the very specific 101 coaching process that I spent thousands of hours working with senior executives actually walking through that process. So, this is just kind of a starting version of what we would do with that, so there’s nothing different here other than what the real implementation is.

But, for instance, the first move is just go, “Okay, make sure you have an entry, some place to do it. Look around your desk, in and around your desk and whatever is around you, if stuff doesn’t belong wherever it is apparently, throw it in your IN-basket. Post-Its, the papers sitting on your desk, the things that are hung up on the first flat surface inside your door in your house, any of that stuff, just gather it together.” So, that’s move one.

And then move two has to do with, “Well, wait a minute, a whole lot of other stuff is in your head so you better have some sort of tool to capture stuff that internally shows up, so you need to make sure you get your capture tool.” That’s move 2.

And then you do move 3, is to empty your head into those capture tools or into that capture tool, do a mind sweep, right?

Then once you’ve done all that, then you need start to get that stuff to empty. You don’t just pile it up and leave it there. You then need to move to the, “Okay, how do I clarify what are all the notes that I took, all the stuff I gathered around that’s sitting on my desk?” Making those decisions. And then how do you do that to your email, because email is the bugaboo for a lot of people out there. If there’s some stuff they’ve captured, it’s been captured for them but they haven’t clarified or organized it yet.

And then how do you create some list, once you make the decisions and clarification of what are the actions needed, what are the projects embedded in any of this, then you need to create some list.

Moves 6 and 7 and 8 are about, “How do I organize now all the results of that?”

And then move 9 and 10 are about, “Okay, how do I kind of keep this going and make sure this stays alive and well system?”

So, nothing new, it’s just we tried to reduce it or freeze-dry it, if you will, to the basic moves about how to get started. So, you don’t need a huge investment to do what I just said but you do need to do something with it and we need to walk you through the process of how to do that pretty easily.

Pete Mockaitis
Well, I do want to touch on email for a moment here because, well, I guess, over the course of my life, I have emailed you on three separate occasions, and every time you’ve picked it up and ran with it and we made something happen, so you walk the talk. You are, in fact, getting things done.

David Allen
Believe me, I’m a fellow student. Trust me, I have to do this as well as anybody just to keep their head clear.

Pete Mockaitis
And so, then I’m curious, like what is the — so we talked about the benefit, sort of the outcome. It’s like, okay, there’s a sense of peace, of maximum cognitive function, the stress and malaise of constantly remembering stuff is gone, and your mind like water, I believe is a phrase you like to use there. So, that’s a real good outcome when you’re on the wagon executing it. But could you share with us, what’s sort of the cost, if you will, in terms of the investment? What does it take for you to rock your email and more so well in terms of maybe, say, hours a day or hours a week of processing and reviewing time? How do you think about that?

David Allen
Pete, this is not extra work. I would have to do this no matter how I did it. You would too. Did you want to let it pile up until it explodes and then decide what to do with it?

Pete Mockaitis
No.

David Allen
People get mad at me for their list, and like, “Excuse me, dude, that’s not my list. That’s yours.” Right? I don’t tell people to do anything extra other than what they need to do themselves. They know that. They know they need to decide what to do about mom’s birthday. They know they need to decide what to do. They know that they need to do something about that. All I’m getting them to do is become conscious about it.

So, this is not extra work. How much time does it take to stay conscious in your life? Maybe that’s the best question.

Pete Mockaitis
Yeah, I hear you. So, you’re saying you’re going to address that email at some point.

David Allen
Yes. Or you can do email bankruptcy, CTRL-A CTRL-X and pray.

Pete Mockaitis
It’ll all go away. You’re right. I think maybe what they don’t like is that you’re showing them reality. It’s like you’re putting a mirror right up to their faces.

David Allen
I know. I know. Come on, Pete.

Pete Mockaitis
“This is what you’re committed to. How about that?”

David Allen
Right. What are you going to do about it? And what does it mean to you? Is that trash? Why are you keeping stuff you ought to throw away, dude? You know, come on. So, it’s really about just becoming conscious about things you’ve let come into your ecosystem that own a piece of your consciousness until you appropriately engage with them. And that’s really the secret of what I found out about how do you do that.

Pete Mockaitis
And I think, as we talk about the aggravation reaction there, I think there’s some richness to that. It’s sort of like you shine a mirror, it’s like, “Okay, this is all the stuff that you’re committed to.” And then I think it’s almost like the reality becomes all the more clear that, “Oh, wait, no. I can’t do all of those things because my time, energy, attention, sanity would be maxed out and overwhelmed to do so.” So, then once you’re in a good spot of, “All right, I got the lay of the land. All the stuff is captured,” how do you think about prioritizing well with regard to, “I can let that go now knowing what I know about the whole lay of the land”?

David Allen
Well, how many things are you not doing right now, Pete, while you’re talking to me?

Pete Mockaitis
I suppose everything else in the universe other than talk.

David Allen
Well, if you haven’t looked at what you’re not doing, there’s a part of you that has a trouble staying present with me. So, I don’t have any trouble being present with you because not long ago I looked at every single thing else I might ought to do, and I said, “You’re it.” But you can only see what you’re not doing when you know what you’re not doing. So most people don’t have a clue.

So, a lot of what GTD is about, “Why don’t you get a clue about all the things you’ve committed to, and then look at them and go, ‘No,’ or, ‘Not right now,’ or ‘Whatever.’ And then renegotiate those agreements with yourself moment to moment so that some part of you can feel, ‘No, it’s not time to run my errands. The stores are closed.’ Or, ‘No, I can’t talk to my wife/partner right now because he or she is out on a seminar right now,’ ‘No, I can’t do XYZ because my server is down and so I can’t even get into the internet.’”

So, just looking around, and go, “What’s my environment? What are my possible options?” But if you’re trying to use your brain to try to remember what your options are given the complexity of those contexts, good luck.

Pete Mockaitis
Yeah, understood. Certainly. So, context alone makes it real easy in terms of, “Those are possible right now so no need to give that a further bit of thought.”

David Allen
True.

Pete Mockaitis
But then when you find yourself in a world where there are many things you could choose from, you mentioned, “Hey, what’s your energy level or how wasted are you?” is another useful prioritizing guideline. But what are some others? Have you found, working with clients, are there any sort of like power questions that sort of separate true top priorities from the rest?

David Allen
Well, sure. One version of that is, “Why are you on the planet, Pete? What are you here to do?” And so, which email do you think is most important for you to write first tonight? So, there’s the power question, “What’s your purpose?” Like, what’s really core to you in terms of who you’re about, what you’re about, why you’re here, any of that stuff.

On a more practical level in terms of how I manage that, it’s like, “What’s got most my attention right now? And so, therefore, what do I need to do to get back to clear again?” And the answer to, “What’s got my attention right now?” maybe, “What is my life purpose?” And I need to sit down or go offsite and spend two days in silence and figure that out. Or, what’s most got my attention right now is my dog, in which case I need to go handle that so that I’m free back up so when I cook spaghetti tonight, I’ve got a clear head.

Any one of those could be the priority. Well, how many different things do you think you’re doing tonight, Pete? How many different activities or things you put your attention on do you think you will have in a 24-hour period? Because every one of those is a priority decision at that moment.

Pete Mockaitis
Yes, that’s good. And now I’m chewing on, say, what’s most got your attention. Is it awesome prioritizing bit because it’s like, “Oh, that might take 5, 10 minutes, dog is handled, and now you’re back and clear and ready to go.” I’m curious about what about some of those ruminating type things? Like, “What’s most got my attention?” “Well, it’s how am I going to, I don’t know, grow a business such that it is sufficiently profitable to provide for a growing family?”

David Allen
Well, as a coach, I’d give you a very simple question, “What’s your next action, Pete?”

Pete Mockaitis
There you go.

David Allen
“What would you need to do to get clear about that? Do you need to draft ideas? Do you need to surf the web? Do you need to set a meeting? What would you do to move forward on that as opposed to sit there and spin because you’re so bright and conscious and intelligent and sensitive, you just figure stuff out by all the things you think you might have to do in order to be able to do that, so you procrastinate?”

Pete Mockaitis
Certainly. And so, and I have found this, and that’s your experience with clients is that just by having identified the next action, there is a sense of peace there because it’s like, “Now there’s no wondering what’s the thing. It’s just there for you to pick up if you’re ready to pick it up.”

David Allen
Well, you finish your thinking. So, if there’s anything you’re committed to change or to do anything about that’s not done currently, or to have different in any way and you have any commitment about that, if you haven’t decided the next physical visible action, you haven’t finished your thinking and decision-making about it. So, that’s why it’s such a powerful thing to do is figure that. Is that a phone call? Is that a surf the web? Is that, “Talk to my wife/partner”? What’s the very next thing I need to do?

Once you made that decision, it may not be the right one, there may be a better decision, but at least you can move on that one, and you can change your mind. But at least your mind goes, “Oh, okay, I’m now appropriately engaged with it.” Assuming also that you’ve also captured the outcome you’re committed to about this, so outcome and action-thinking are the zeroes and ones of productivity. What are we trying to do and how do we allocate resources to make that happen? That’s why that’s such a key element of “Getting Things Done.”

Or, “Gee, that email, what’s the next action on it? By the way, will that one action finish whatever this commitment is that’s about that’s embedded in that?” “No, not yet.” “Okay, great. What’s your project?” “Oh, I guess I need to research whether we should hire a consultant for our financial yadda, yadda, yadda,” right?

So, outcome and action, once you decide the next step, well, great. Will that finish whatever this is about? And if not, you better keep track of whatever the outcome or the project is until it’s done. So, that’s part of the clarification step, where you’d say, “Okay, how do I get my inbox get empty?” And you do it by actually having to think. You actually have to use your mind and decide, “What the hell am I going to do about mom’s birthday?” or extend the credit line.

Pete Mockaitis
And I love it how you suggest that when you’re writing out these action lists, you don’t just write “Mom,” rather it’s a verb and it’s a clear view of sort of, “Hey, decide what to do for mom’s birthday, or call my brother to see what he’s making for mom’s birthday,” and reduces a lot of the friction and resistance there.

David Allen
Right. Well, there’s magic in the mundane. So, the kind of paradoxical thing is that I figured out, “How do you manage the mundane most elegantly and efficiently?” And in turns out that there’s a lot of elegance that happens to that and to yourself when you do that. It get you to think from a much more grounded place. It opens up a lot more of your creative thinking.

Pete Mockaitis
And so, I’m going to go back to the email for a bit here. So, there’s some prioritizing questions in terms of like your life’s purpose and then what’s the next action, what’s most got my attention now. And so, then when you’ve got those things clear and you’re cranking through an inbox, I mean, are you doing anything special or is that just it, you just sort of know what’s important and you just go to town with them?

David Allen
Yes. And, basically, I do, I just have a sense of what’s important, go to town with whatever I feel like doing at the moment. But the key to that is the weekly review. Once a week I step back and look across the horizon of all of these things. Because, see, Pete, you and I don’t have time to think. We need to have already thought.

So, when you get off this call with me, you don’t have time to think. You need to have already thought, meaning it’s going to come at you, you’re going to have emails that have been piling up on you while you and I have been talking. Me too. I don’t know what the dogs do and I’m going to have to figure out what the dog is doing right now.

So, I don’t have time to think. I just need to act and respond appropriately but I can only do that if I sort of hardwired my intuitive intelligence by doing some sort of a regular recursion of stepping back and looking across all my projects, all my actions, all my calendared stuff. And that’s the weekly review, and that’s what we’ve uncovered, as you probably know. That’s a whole lot of what one of the more profound habits and difficult habits to train yourself to do is once a week, take one to two hours, and pull up the rear guard, and sort of lift up and manage the forest instead of hugging the trees.

And that’s a challenging thing to do, but if you actually can do that, if you can build in that habit, and you’ve got a reasonably good system that has enough of the content for you to review and feel comfortable, you’ve seen the whole result or the whole inventory. Then that makes it much easier to then not have to think priorities on a day-to-day, minute-to-minute basis. You need to have already done that and then trust in your intuitive responses will be appropriate.

Pete Mockaitis
Yes. And I find that the weekly review habit has been a tricky one in that sometimes I’m with it, sometimes I fall off, and then I’m back with it. What have you seen to be sort of the difference-makers with regard to those who consistently do their weekly review and those who do not?

David Allen
I don’t know. I don’t have the answer to that. It’s like, “Who knows?” But I think the people who really get how powerful it is, there are a few of them, have built it in very soon as just an invaluable habit where they just do not let anything get in the way of them doing that. I let it slip sometimes a week or two or three if I’m on a real roll. Yeah, I’d check in to make sure there are no burning barns that I’m going to miss.

So, it’s something to bring yourself back to because it’s one of those things you just never feel like you have the time to do. So, it’s one of those paradoxes, it’s kind of like when you feel like you don’t have time, that’s when you have to take the time to do that. It’s kind of like when you most feel like you don’t have time to plan is when you most need to sit down and plan. So, it’s one of those things where you have to sort of train yourself to say, “Wait a minute.”

A reference point inside of me, is, “When does my ambient anxiety out-pass my comfort zone?” And that’s when I need to sit down and do a weekly review.

Pete Mockaitis
Yeah, that’s good. Well, David, tell me, anything else you want to make sure to mention before we shift gears and hear a couple of your favorite things?

David Allen
Oh, no, just that people who are more interested in any of this, and wherever you’re listening to this from around the world, we now have master trainers and coaches and folks that we’ve certified to deliver this methodology in training programs and coaching, 101 coaching programs around the world. So, you go to GettingThingsDone.com, our website, look under Training & Coaching, and you’ll see 70 countries. And kind of wherever you are, you’ll see public seminars, you can see whoever our folks are in those areas. So, that’s a way to get in touch with this. If you haven’t read “Getting Things Done,” the book, it is the manual, so I highlight recommend it.

And, again, I’m not sure when this is going to air, Pete, but September, Getting Things Done Workbook will be out and available, at least in the US and I think in the UK as well. And so, those are ways to kind of stay in touch and what to do. So, that’s what I’d let people know. If this rung their bell about anything, yay.

Pete Mockaitis
Cool. And now, can you share with us a favorite quote, something you find inspiring?

David Allen
Oh, my God, a favorite quote. Dang it. I have 14,000 that I’ve collected in a quotes database.

Pete Mockaitis
Cool.

David Allen
How do I find a favorite one of those? I don’t know. Anything that Bernard Shaw or Oscar Wilde or Mark Twain has said is favorite.

Pete Mockaitis
All right.

David Allen
I love Mark Twain’s, “My life has been full of all kinds of troubles, most of which never happened.” I guess that’s a pretty favorite one of mine.

Pete Mockaitis
Oh, I can think about all the arguments I’ve had with only myself. Thank you. And how about a favorite book?

David Allen
One I read recently I highly recommend, it’s called “The Antidote” by Oliver Burkeman. He’s a Brit. The subtitle is great, it’s “Happiness for People Who Can’t Stand Positive Thinking.” It’s a lot about, and actually the book is much more sophisticated than the subtitle may represent. He goes into a lot of what was the essence of the stoics and stoicism. The whole idea that, he’s kind of railing. He’s got a little bit of a rant against all the rah-rahs,
“Don’t have any negative thoughts, everything is going to be cool. Just think positive things. Whatever in life will be cool.” And yet those churches that are preaching that went bankrupt.
And so, a whole lot of it is about acceptance, kind of what you resist you’re stuck with. So, don’t try to pretend that you don’t have troubles and anxieties and stuff you got to deal with in your life. You need to accept them so you can actually move past them, move beyond them, because what you resist, you’re stuck with. So, in a way, it just validates why a lot of people resist “Getting Things Done” simply because, if we started this conversation about, a lot of it is about accepting all of your commitments and who you are, what you’ve committed to. And a lot of people don’t like that.

But, anyway, it’s a great book. It’s fun. My wife burst out laughing while she was reading. She does that very seldom with any book. And it’s well-written, fun, interesting stuff. So, Oliver Burkeman, “The Antidote.” Highly recommend it.

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

David Allen
I’ve got a bunch. Favorite tool. I don’t know. There’s my labeler, there’s my iPad, there’s my iPhone, my Mac, my stapler, right? God, I’ve got all kinds of favorite tools around here.

Pete Mockaitis
Can I hear, is the stapler special? What makes it amazing?

David Allen
I could bang it. It’s one of those, it’s an ACE that has the little sort of where you can use your fist and bang down on it and staple it. I so much like that as oppose to those where you have to squeeze it to staple it.

Pete Mockaitis
Oh, gosh, yeah, I hear you.

David Allen
I love it. I love to bang and staple. That’s really cool. And my DYMO Plug and Play labeler is fabulous. I couldn’t live without it.

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

David Allen
Yeah, your head is for having ideas not for holding them.

Pete Mockaitis
All right. David, thank you. This has been lots of fun. Keep on doing the great things you’re doing.

David Allen
Thanks, Pete. Been fun. Yeah, indeed.

431: Leadership Practices You Should Stop with Sara Canaday

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Sara Canaday says: "What is consuming your calendar? And does it really belong there?"

Sara Canaday highlights key places where conventional leadership wisdom needs to be replaced.

You’ll Learn:

  1. A common leadership practice you should replace
  2. Why we should value soft intelligence as much as we value hard data
  3. How the bias for action can get in the way of progress

About Sara

Sara Canaday is a leadership expert, keynote speaker, and author.  She works with leaders and high-potential professionals from organizations around the world to expand their capacity to innovate, influence, engage, and perform. Her new book, Leadership Unchained: Defy Conventional Wisdom for Breakthrough Performance, is now available on Amazon. For more information, please visit SaraCanaday.com.

Items Mentioned in this Show:

Sara Canaday Interview Transcript

Pete Mockaitis
Sara, thank you so much for joining us here on How to Be Awesome at Your Job Podcast.

Sara Canaday
Thank you for having me. Glad to be here.

Pete Mockaitis
Well, I’m excited to have a chat and I recall last time you mentioned that one of your dreams was to be a backup dancer in a hip-hop video. And I understand that dream is still alive. I’d like to know how that’s evolved and if there’s any particular music right now that gets that dream going for you.

Sara Canaday
Yeah, it is still alive. And I think it’s alive because it’s one way to stay loose and to not take myself so seriously. So, I think it’s important for me to keep that dream alive, actually. I think, probably, my kids, my husband and others are glad that there’s that part of me that tries to let loose a little bit and not be so serious.

So, it’s—that dream has served me well. Now, I wish I could say that it’s found me on the stage as a backup dancer not, yet but I can still hold out. And I think the last time we talked, we talked about artists like 50 Cent and Beyonce.

Pete Mockaitis
Yeah.

Sara Canaday
I should say that with a 14-year old and a 17-year old, I’m now listening to pretty heavy, rapid RnB sometimes and knowing that you might ask me this question, it was kind of a shame that I had to look and comb through an artist that I listened to that did not have an explicit song.

Pete Mockaitis
Keep the dream alive, keep it loose. That’s good.

Sara Canaday
Yeah.

Pete Mockaitis
Well, so, you’ve got a new development in terms of a book Leadership Unchained. I’d love to hear first and foremost, what did you find particularly surprising, striking, fascinating as you’re researching and putting together this one?

Sara Canaday
Yeah, well, I don’t know if it was confirmation bias at work here but it seemed that even after I wrote the book or while I was in the process of writing the book, I would finish a chapter, I would finish the research, put it aside. And lo and behold, I kept seeing examples of either companies or leaders, who were doing a semblance of some sort of what I just finished talking about in terms of zigging while everybody else is zagging and how it paid off for them.

And so again, it could be that I was uber open to it on a subconscious level, but I felt that I kept finding reassurances and examples for exactly what I was talking about. And that was surprising and it was exciting at the same time.

Pete Mockaitis
Well, that’s cool. So, I’d love to hear an example there in terms of, what’s a zag or sort of common leadership work practice that you think is best replaced with a zig?

Sara Canaday
Well, I think one of the ones that comes for me last year because it’s not anything I had to research, it’s something that literally popped up. After I already wrote my chapter on this idea of having everything earn its rightful place to be on your to-do list, right. And the chapter is not only look at literally what makes your to do list every day, but what kind of projects, initiatives—what is consuming your calendar? And does it really belong there?

Are you doing it because it makes somebody else comfortable? Are you doing it because it’s always been done but nobody would question whether that report ever got produced? Is it moving you or your team forward? And again, in the chapter, I talked about a company that years ago looked at the number of products it was selling.

And so again, it wasn’t just a to-do list of items every day, it was on a larger scale. And in order to be profitable, they made a decision that was very, very difficult but to reduce that profit or those products from 13 down to two.

Pete Mockaitis
Yeah.

Sara Canaday
And so they had to ask themselves some really hard questions. Long story short, it ended up really working to their advantage. But what popped up several months after writing that chapter was Ford Motor, making their announcement that in North America they were going to stop making Sedans.

Pete Mockaitis
Yeah.

Sara Canaday
Which is stunning, that’s a stunning announcement, but for various reasons—but some of which meant that they sat down and they really thought about what do they need to stop doing in order to grow. And that was just a prime example to me.

Pete Mockaitis
So, are they not manufacturing Sedans in North America or they’re not selling them in North America?

Sara Canaday
They are not manufacturing them—

Pete Mockaitis
Okay.

Sara Canaday
Which means they no longer will sell them.

Pete Mockaitis
So, I will not be able to acquire like a Ford Taurus in a few years?

Sara Canaday
No, they are stopping production of it.

Pete Mockaitis
This is news to me.

Sara Canaday
Yep.

Pete Mockaitis
Plus learning this.

Sara Canaday
Done, over.

Pete Mockaitis
Alright.

Sara Canaday
And we don’t know, right. It’s too soon to tell, we don’t know if that’s going to be the right decision if they indeed will benefit from that decision. We’ll need a crystal ball for that. But I think it’s very telling that they’re making those kinds of moves.

And that leaders and companies, and anybody should be thinking about that. I shared with somebody the other day that two years ago, I put together my kind of business planning meeting and I invited some people that helped me with my work.

And at the time, I was friends with a colleague who was really good at facilitating strategic planning meetings and business planning meetings. And he said, “you know Sara, would it help you if I came and facilitated so that you could actually be part of the meeting and not have to do both facilitation and brainstorming or what have you?” And I said, “sure.”

Well, this man was brilliant because soon after I talked about what I was looking for the next year, what areas of my business did I want to grow? We drew a big pie circle on the whiteboard, and we put percentages of the areas I wanted my company to grow. And I was ready to talk about, “okay, what do I need to do in order to grow?” And he stopped me in my tracks. He said, “No, let’s first talk about what you need to stop doing in order to grow in these other arms of your business.” And that was the best thing he could have asked me.

Pete Mockaitis
Right on. Cool.

Sara Canaday
Yeah.

Pete Mockaitis
That’s a wise tidbit there, with regard to making sure everything earns its place on the to-do list and doesn’t just sort of get there.

Sara Canaday
Right.

Pete Mockaitis
Just because for another person’s expectations or a habit or an old kind of a relic of previous times, which is maybe not as relevant to do now. And that there’s power in identifying what to stop doing. So, that’s well. So, that’s one example but what’s the overall message or thesis of the book Leadership Unchained?

Sara Canaday
So, the overall message is to try to keep pace with this always on, push harder, do more world by taking some counter intuitive approaches. Because what I’ve seen in working with the leaders over the years, whether that’s workshops or speaking to groups of leaders or even coaching them, is that the conventional methods—the things that we were taught to be true, whether from bosses or from reading books—that approach to work, and to leadership is not working anymore.

And that these leaders are not necessarily getting the traction that they used to get by doing more, by following these conventional practices. So, this book is really about the need to change and disrupt the way we work, think, and lead.

Pete Mockaitis
Well, could you perhaps share some of your favorite  evidence of studies or whatnot that shows that a particular conventional method or two, ain’t cutting the mustard the way it used to?

Sara Canaday
Yeah, sure. One of my favorites is this idea of big data, right? And that’s because it’s so relevant today. And so many people think it’s just such a sexy thing, right? Big Data. And I think what’s happened is, while it’s helped us tremendously and helped with medications, new medications or new protocols, I think there are ways that we have almost let data rule our decisions.

And we are driven by the data as opposed to just valuing it and putting it in its proper place. And my favorite study, or at least evidence of how this happens is a story that I read about and then I subsequently listened to a TED Talk by a woman who was a cultural ethnographer. And her name is Tricia Wang.
[11:55]

She told a fascinating story about how she was hired in 2009 by Nokia. And they hired her to find out about a particular consumer group and at this point, that was the Chinese population, and in particular, Chinese immigrants. And to study what their preferences were in terms of smartphones.

And like, what a cultural ethnographer does, she immersed herself in their culture. She spent, I think, up to a year working in the rice paddies, she went to the local internet cafes, and observed and talked to people within that culture.

And what she found was very stunning and that was that the need or the want more importantly for an iPhone and the desire to own an iPhone was so prevalent that these Chinese immigrants were willing to spend half of what they earned in a month just to have one.

Pete Mockaitis
That’s quite the discovery.

Sara Canaday
It was a huge discovery for her. And I’m summarizing this study but—

Pete Mockaitis
For quadruple the price, you could get away with it guys, take away all their worth.

Sara Canaday
Well, what’s interesting is at the time Nokia was building high-end, multifaceted smartphones, and what she wanted them to know and what she casme back to share with the executives about her study was that they should put some of their efforts behind building a lower-end smartphone. That that’s where the market was, and that they would benefit from doing so.

Now, sadly, her small data set was compared to an extremely large data set that was more hard data, right. And they really didn’t move in that direction because they thought that her data wasn’t sufficient enough, and that it wasn’t “hard enough”.

And they did not go in that route. And we all know what happened to Nokia. Right, so, that is one example and what she submits in her TED Talk, and in her research, is that we need to value the immeasurable or what I like to call soft intelligence as much as we do the hard data.

Pete Mockaitis
That’s a cool story. I guess I’m not quite following how her big discovery was that their desire for iPhone is so powerful that they’d spend half their income and therefore the recommendation was “make lower-end phones”. I think I’m missing a connecting piece there.

Sara Canaday
Yes, well, I mean, so, she—

Pete Mockaitis
… spend big money, but they don’t try to get that money, I’m not following exactly.

Sara Canaday
They would do so, right. But she knew that if they would change their strategy to make lower-end phones that even more people would buy phones.

But she was not in any way saying that they should keep building the higher-end smartphones. Because remember, these people worked in rice paddy, so even half of what they earned wasn’t necessarily enough for the product that Nokia was building at the time.

Pete Mockaitis
Okay, there we go, right, that’s the missing link.

Sara Canaday
Okay.

Pete Mockaitis
I thought they were immigrants into the U.S.

Sara Canaday
No, and I should have correct that, they weren’t—I think I used the word immigrants. Migrants.

Pete Mockaitis
Okay, okay, gotcha, gotcha.

Sara Canaday
Yeah.

Pete Mockaitis
I hear you. So, it’s sort of like, “hey, they’re willing to spend half their income but half their income isn’t cutting it—

Sara Canaday
Yeah.

Pete Mockaitis
Therefore, if you have something at this price point—

Sara Canaday
Right.

Pete Mockaitis
… great shape because folks will spend half their income and get a great phone that has a lot of cool features but maybe not everything, and the kitchen sink, which would dwarf what they can do?

Sara Canaday
That’s exactly right.

Pete Mockaitis
So that’s a discovery that you can make when you’re going deep into immersing yourself in a culture and an environment. But that you may very well miss if you’re just looking at sort of billions of scans of retail consumer electronic transactions and what those are telling you.

Sara Canaday
Right, right. And a lot of times what I see happen is that we love to survey our customers, for example. And when we survey our customers, we rarely do so by asking open ended questions. It’s usually some sort of a Likert scale, rank us as a company on a scale of one to 10.

And we take away from that how the customer evaluates us or our products or services. But what we miss is the nuances, we don’t know why they’re rating us the way their rating us. We may not know exactly how they interpreted the question. But we’re willing to come out and make decisions based on these numeric conclusions.

And so I’m just saying, we need to balance that by getting up behind our desk. And whether it’s with customers or with employees, we need to do our own field research, right? We need to maybe observe our employees or customers in their natural habitat, using our products or services or working in our environment.

We need to maybe solicit stories from those that are impacted by our services, by our products, by the way we operate as a company. We need to make sure that we’re including like I said earlier, the soft intelligence, the human factor.

We need to be asking, what might we be missing in this data? What conversations perhaps are we not having because we’re relying solely on this data? Does that make sense?

Pete Mockaitis
And that’s the one you used for your profile and so that really gets me. I’m right with you there when it comes to, we drive these big old decisions from these Likert scales, these numerical things when in fact, maybe, whatever, just make up numbers, 90% of folks chose a six on your seven-point Likert scale. But those people didn’t quite know what you meant by this thing and they assumed meant that thing, and therefore the six, it means nothing.

Sara Canaday
Right.

Pete Mockaitis
Because they weren’t even on the same page that you had thought and hoped and assumed that they were on. So, I’m right with you. So, tell me, what are some of the pro tips for having the best of both worlds in your decision making and research?

Sara Canaday
Well, I think one of the things you can do is if you’re going to collect data, make sure that maybe you have a way to do both quantitative and qualitative gathering, right. So, if you’re going to do a customer survey, maybe you also bring in a customer subset to then talk to you about why they rated you in certain ways, or have a focus group around some of those same types of data sets, so that you can pick up all the nuances behind the ratings. I think those are really important.

Some companies will interview potential customers at the point of purchase, so they haven’t really purchased your products or somebody else’s. But you can maybe understand what they’re using in terms of comparisons, how they’re making their decisions between you and perhaps your competitors.

If we’re looking at employees, I know that an example that was used for years is this idea of exit interviews, right? And understanding why people are leaving your company to get better informed. But how about asking people what really drove you to make the decision to come with our company? What was it about that the way we engaged you with us through this process, helped you decide to come work for us? Those are the kinds of things where we’re asking things at a much more qualitative level and not just quantitative.

Pete Mockaitis
Yeah, that’s right on. Okay, so, there we go. That’s one piece of conventional practice, like the numerical, quantitative big data rule all that can lead you astray.

Sara Canaday
Right.

Pete Mockaitis
If you kind of overlook the other parts to the picture. Are there some other pieces of conventional leadership wisdom practice that can be potentially problematic, and that you would amend just as we’ve done here?

Sara Canaday
Yeah, well, the very first chapter I talk about one everybody can resonate with is this bias for action. And it’s something I prided myself on through my years in corporate, right. That I was the person that could get things done. It was somewhat …, but something I also trained myself to be very much about productivity and taking action.

And this is still a work in progress for me, but what I’ve seen is that that actual bias for action, that tendency to be always moving forward can actually get in the way, it can get in the way of innovation, it can get in the way of figuring out how to keep up with this just overwhelm of information, of being able to make good decisions in this instant response world.

So bringing this down to the individual, my discovery and my suggestion to leaders who are trying to keep pace, and for anybody who’s trying to keep pace, is that they consider making an unbreakable appointment with themselves, whether it’s daily or weekly.

And this is an appointment not—this isn’t mindfulness, this isn’t meditation, although I believe in those things. This is about just stepping back and looking at everything you’ve consumed that week, in meetings, what you’ve read, data reports, and letting that percolate.

So that you can really make meaning of what it is, you can separate the wheat from the chaff. And you can make connections where there seemingly may have not been connections before.

That is the sort of counterintuitive practice or zigging while everyone else is zagging. And in fact, what I always say is the willingness to sit still, while everyone else is in motion.

Pete Mockaitis
Gotcha, cool. Well, tell me Sara, any other key things you’d like to make sure to mention before we shift gears and hear some of your favorite things?

Sara Canaday
Well, I think that the only other one that’s a again a work in progress for me, is this idea that I brought up right at the beginning, which is making sure that you put as much emphasis into what you’re not going to do, what you’re going to stop doing as much as what you’re going to start doing.

I think that’s an easy thing to do and I always encourage and challenge people that I’m working with or speaking with is to start your day tomorrow and instead of looking at your to do list, try and stop doing list. Just try it on for size, see how it feels.

Pete Mockaitis
I dig it and as you in your own life and work with clients, what are some of the things that tend to appear most frequently on stop doing lists?

Sara Canaday
One of the first things that I see a lot is that I’m going to stop endlessly checking my emails, that always bubbles up, people admit that they don’t put their emails on— they don’t close out their emails. And that that’s an incessant checking of their phone, of their social media, that they’re literally going to close off and not be tethered to those things.

The other is they’re no longer going to value themselves based on somebody else’s expectations. They’re not going to let somebody else’s expectations or I don’t know what the word is I’m looking for but they’re going to start to sort of take charge of their own calendar, if you will.

And I know that that seems hard to do, right. We’ve got people who are relying on us and that have expectations but I think there are some things we can do to drive our own calendars instead of letting somebody else do it.

Pete Mockaitis
Lovely, thank you. Well, now if you will share with us a favorite quote that you find inspiring

Sara Canaday
Well, I think it’s fitting with the topic today and it’s one that was shared by Warren Buffett in one of his speeches several years ago, and it’s quite brilliant, “the chains of habit are too light to be felt until they are too heavy to be broken”. That is one of my favorite quotes.

Pete Mockaitis
Yes, I believe he is correct. It’s really thought provoking.

Sara Canaday
Yeah.

Pete Mockaitis
It is like oh—

Sara Canaday
And he can’t take full credit for that. Apparently, he took part of a very similar quote from a gentleman named Samuel Johnson. He had read something very similar years ago, but he made it his own. Those are his words. Those are Warren Buffett’s words.

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

Sara Canaday
Well, again favorite study is one that is that I uncovered while writing this book. And it was from the Journal of Economic Psychology and it’s interesting. The researchers studied videotapes of goalkeepers and these were top Soccer League goalkeepers. And they analyzed 286 penalty kicks to determine the probability distribution of kick direction and then the responses they elicited.

In other words, what they discovered was that the optimal strategy for goalkeepers was to remain in the center of the net during a penalty kick, not moving to the left, not moving to the right. And by doing so, they had a 33% chance of blocking the ball.

But what they discovered is that these top goalkeepers only stayed in the center six percent of the time. And this study was exactly about our bias for action. And that is what was propelling them to move either to the right or to the left, the idea of doing nothing and standing still, even if they knew that it was going to increase their chances of blocking the goal didn’t work. Again, that bias took over.

Pete Mockaitis
That study is so fascinating because the notion is that you look like a moron.

Sara Canaday
Exactly.

Pete Mockaitis
It’s like if the goal goes in, and you stayed in the middle and moved nowhere, then like the crowd is just like eats you alive, like, “look ….”.

Sara Canaday
Right?

Pete Mockaitis
… do your job”.

Sara Canaday
Exactly.

Pete Mockaitis
It doesn’t quite work to your back,  “it’s statistically optimal for me to stay …”. It’s hard to argue with screaming crowd but thank you.

Sara Canaday
Exactly.

Pete Mockaitis
And how about a favorite book?

Sara Canaday
This is so hard. There’re so many books that I like, I think one of the best books, it’s been years, but it’s The Big Leap. It’s by Guy Hendricks and it’s probably one that’s a cross between a business book and a personal growth book. And I think that’s why I liked it so much because I’ll either read business books or I’ll read for sure, pleasure and this one kind of had a mix of both. So, I really liked it.

Pete Mockaitis
Okay, thank you. And how about a favorite tool so that it helps you to be awesome at your job?

Sara Canaday
I got to say that this sounds so trite but LinkedIn. I think about what I do with that tool, like, every meeting I have, phone or in person, I can go in and I can read about that person, I can find things that we may have in common to talk about. I can appear more prepared, or in the know just by looking at some of their history or what it is they do, what their role is. So, it’s just a fascinating tool.

Pete Mockaitis
Yeah, I’m a huge fan myself. I got the premium and I use it.

Sara Canaday
Yeah.

Pete Mockaitis
And … go reach out to Sara and myself on LinkedIn, listeners.

Sara Canaday
Yeah.

Pete Mockaitis
For me the secret password is either a boy band lyric or, “hey Pete, I like the podcast”, just to help differentiate you from the inbound sales funnel lead …

Sara Canaday
There you go.

Pete Mockaitis
That I’ve been getting more and more of lately.

Sara Canaday
Yeah, …

Pete Mockaitis
I’m sure LinkedIn is gonna find out how to crack down because they’re brilliant over there.

Sara Canaday
Yeah.

Pete Mockaitis
Anyway, yes LinkedIn is good. We are agreed on that point. And how about a favorite habit? Something that you do that helps you to be awesome?

Sara Canaday
Oh, you’re gonna laugh, when I read this favorite habit, I didn’t look at that it helps me to be awesome. Although I guess I could find a way to argue it. This is so silly but my favorite habit is that I make my bed right when I get up every morning.

Pete Mockaitis
May be a Navy SEAL guy, he’s all about that.

Sara Canaday
Yeah, well, the reason I like that habit is because I love getting into a completely freshly made bed. There’s nothing worse than getting into an unmade bed. And so, I refuse to do it. And so, I guess I could argue that it helps me get awesome sleep, which means I could be awesome at my job.

Pete Mockaitis
That’s good, thank you. And is there a particular nugget you share that really seems to connect and resonate with folks they quoted back to you?

Sara Canaday
When it comes to mine is when I tell people to be a renegade in their ideas and their approaches, but not in their behavior.

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

Sara Canaday
I would point them to my website, Sara Canaday, or as you said, connect with me on LinkedIn or Twitter or Facebook.

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

Sara Canaday
I’m a circle back to what I said earlier. Get out a piece of paper or your phone and jot down one thing starting tomorrow that you’re going to stop doing.

Pete Mockaitis
All right, Sara, thanks for taking the time. This was a lot of fun.

Sara Canaday
Excellent. Glad to be here.